Wells Fargo & Company
WFC.PL- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Wells Fargo & Company as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 210
- −9 vs. Q4 2021
- Shares held
- 2.06M
- −59.7M (−96.7%) vs. Q4 2021
- Total value
- $2.61B
- −$684.3M (−20.8%) vs. Q4 2021
- New holders
- 26
- 51 more added
- Sold out
- 35
- 58 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC.PL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 809 | $1.07M | 0.01% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 21,618 | $1.05M | 1.30% | +21,618 | New |
| Kestra Advisory Services, LLC | 764 | $1.01M | 0.01% | −21−2.7% | Reduced |
| Chicago Partners Investment Group LLC | 826 | $1.00M | 0.08% | −9−1.1% | Reduced |
| Level Four Advisory Services, LLC | 714 | $946.0K | 0.07% | +18+2.6% | Added |
| Centaurus Financial, Inc. | 713 | $945.0K | 0.07% | −26−3.5% | Reduced |
| Ingalls & Snyder LLC | 695 | $921.0K | 0.04% | −40−5.4% | Reduced |
| WFA of San Diego, LLC | 637 | $844.0K | 0.64% | +10+1.6% | Added |
| Bowman & Co S.C. | 626 | $829.0K | 0.64% | +2+0.3% | Added |
| Valeo Financial Advisors, LLC | 81,934 | $827.0K | 0.04% | +81,934 | New |
| Whittier Trust Co of Nevada Inc | 605 | $802.0K | 0.03% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | – | $795.0K | 0.00% | – | – |
| Fernwood Investment Management, LLC | 592 | $784.0K | 0.28% | 00.0% | Unchanged |
| Bank of Montreal | 531 | $695.0K | 0.00% | +505+1,942.3% | Added |
| Independent Wealth Network Inc. | 516 | $683.0K | 0.43% | +16+3.2% | Added |
| Searle & Co. | 500 | $663.0K | 0.24% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | – | $648.0K | 0.00% | – | – |
| IFP Advisors, Inc | 500 | $630.0K | 0.01% | +250+100.0% | Added |
| Scotia Capital Inc. | 470 | $623.0K | 0.00% | +15+3.3% | Added |
| Crew Capital Management, Ltd. | 463 | $613.0K | 0.59% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 451 | $598.0K | 0.27% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $588.0K | 0.26% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 443 | $587.0K | 0.01% | +224+102.3% | Added |
| Ancora Advisors, LLC | 435 | $576.0K | 0.01% | −14−3.1% | Reduced |
| Michael B. Yongue | 420 | $557.0K | 0.41% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 406 | $538.0K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 394 | $522.0K | 0.00% | −852−68.4% | Reduced |
| Graypoint LLC | 394 | $522.0K | 0.05% | −17−4.1% | Reduced |
| Resources Investment Advisors, LLC. | 391 | $518.0K | 0.02% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 390 | $517.0K | 0.35% | −25−6.0% | Reduced |
| Whittier Trust Co | 376 | $498.0K | 0.01% | +12+3.3% | Added |
| Hamel Associates, Inc. | 357 | $473.0K | 0.17% | 00.0% | Unchanged |
| Strategic Advisors LLC | 351 | $465.0K | 0.08% | −90−20.4% | Reduced |
| Glassy Mountain Advisors, Inc. | 349 | $462.0K | 0.24% | −11−3.1% | Reduced |
| Northeast Financial Consultants Inc | 348 | $461.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 343 | $455.0K | 0.00% | +3+0.9% | Added |
| The PNC Financial Services Group, Inc. | 338 | $448.0K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 325 | $431.0K | 0.03% | +325 | New |
| Quest Investment Management LLC | 321 | $425.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 319 | $423.0K | 0.00% | −25−7.3% | Reduced |
| Citadel Advisors LLC | 316 | $414.0K | 0.00% | +316 | New |
| Blair William & Co | 311 | $412.0K | 0.00% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 310 | $410.0K | 0.07% | +85+37.8% | Added |
| Lazard Asset Management LLC | 30,555 | $404.0K | 0.00% | −31,365−50.7% | Reduced |
| Money Concepts Capital Corp | 295 | $391.0K | 0.02% | +295 | New |
| Meristem Family Wealth, LLC | 270 | $358.0K | 0.04% | −49−15.4% | Reduced |
| Wolverine Asset Management LLC | 256 | $334.0K | 0.00% | +256 | New |
| First Horizon Advisors, Inc. | 250 | $331.0K | 0.02% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $331.0K | 0.03% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 250 | $330.0K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 243 | $322.0K | 0.04% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 220 | $291.0K | 0.05% | 00.0% | Unchanged |
| Montecito Bank & Trust | 220 | $287.0K | 0.05% | +60+37.5% | Added |
| Cetera Advisor Networks LLC | 212 | $281.0K | 0.00% | −107−33.5% | Reduced |
| Smith, Moore & Co. | 210 | $278.0K | 0.04% | −20−8.7% | Reduced |
| American Century Companies Inc | 212 | $277.0K | 0.00% | +53+33.3% | Added |
| Fifth Third Bancorp | 206 | $273.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 205 | $272.0K | 0.00% | +1+0.5% | Added |
| D L Carlson Investment Group Inc | 200 | $265.0K | 0.04% | 00.0% | Unchanged |
| Gries Financial LLC | 199 | $264.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 195 | $258.0K | 0.01% | +195 | New |
| WealthBridge Capital Management, LLC | 190 | $252.0K | 0.09% | +190 | New |
| FineMark National Bank & Trust | 187 | $248.0K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 186 | $246.0K | 0.11% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 167 | $221.0K | 0.00% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 160 | $212.0K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 158 | $210.0K | 0.05% | +158 | New |
| Relative Value Partners Group, LLC | 155 | $205.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 154 | $201.0K | 0.03% | +154 | New |
| Powell Investment Advisors, LLC | 124 | $164.0K | 0.10% | +24+24.0% | Added |
| IMA Wealth, Inc. | 85 | $113.0K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 81 | $107.0K | 0.04% | +81 | New |
| Covington Capital Management | 76 | $100.0K | 0.00% | +41+117.1% | Added |
| Capital Investment Advisory Services, LLC | 70 | $93.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $87.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 63 | $84.0K | 0.00% | −17−21.3% | Reduced |
| American Portfolios Advisors | 57 | $75.5K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 50 | $66.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 45 | $60.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 45 | $60.0K | 0.01% | +45 | New |
| Logan Capital Management Inc | 44 | $58.0K | 0.00% | +44 | New |
| Allworth Financial LP | 37 | $49.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 37 | $49.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 30 | $39.8K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $33.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 25 | $33.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 25 | $33.0K | 0.00% | +25 | New |
| Global Financial Private Client, LLC | 25 | $32.9K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 20 | $27.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $27.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $26.0K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 15 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 15 | $20.0K | 0.00% | +15 | New |
| Sound Income Strategies, LLC | 14 | $19.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10 | $13.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 10 | $13.0K | 0.00% | +10 | New |
| Financial Advisory Service, Inc. | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9 | $12.0K | 0.00% | +9 | New |
| HC Financial Advisors Inc | 7 | $9.00K | 0.01% | 00.0% | Unchanged |