Skip to main content

Wells Fargo & Company

WFC
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; 2,883 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.

Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ

13F holders, Q1 2021

Institutional positions in Wells Fargo & Company as of Mar 31, 2021. 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
1,877
No complete 13F data for Q4 2020
Shares held
2.90B
No complete 13F data for Q4 2020
Total value
$113.4B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting WFC 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.

Institutional holdersQ1 2021: 1,877 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,883 institutions
Value heldQ1 2021: $113.4B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,883$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Wells Fargo & Company.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WFC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ruffer LLP32,000$1.25M0.04%––
Empirical Finance, LLC41,352$1.25M0.22%––
1st Source Bank31,737$1.24M0.08%––
Ironwood Investment Counsel, LLC31,751$1.24M0.36%––
Occidental Asset Management, LLC31,743$1.24M0.37%––
White Pine Capital LLC31,688$1.24M0.39%––
Tradition Wealth Management, LLC31,629$1.24M0.21%––
Choate Investment Advisors31,590$1.23M0.08%––
PFS Investments Inc.31,082$1.21M0.03%––
Terry L. Blaker31,067$1.21M0.08%––
First Dallas Securities Inc.30,956$1.21M1.03%––
Union Heritage Capital, LLC30,970$1.21M0.60%––
Point72 Asset Management, L.P.30,800$1.20M0.01%––
Belpointe Asset Management LLC30,585$1.20M0.10%––
Wilkinson Global Asset Management LLC30,600$1.20M0.08%––
Monarch Capital Management Inc30,571$1.19M0.35%––
Resource Management, LLC30,466$1.19M0.14%––
First National Trust Co30,342$1.19M0.08%––
Bartlett & Co. Wealth Management LLC30,280$1.18M0.02%––
Bartlett & Co. LLC30,280$1.18M0.02%––
FDx Advisors, Inc.30,238$1.18M0.04%––
Frontier Wealth Management LLC30,140$1.18M0.09%––
Verdence Capital Advisors LLC30,069$1.18M0.20%––
Marco Investment Management LLC29,912$1.17M0.15%––
Nachman Norwood & Parrott, Inc29,590$1.16M0.13%––
Xcel Wealth Management, LLC29,548$1.15M0.41%––
Brighton Jones LLC29,459$1.15M0.07%––
Virtue Capital Management, LLC29,393$1.15M0.27%––
Farmers & Merchants Trust Co of Long Beach29,321$1.15M0.39%––
Symmetry Partners, LLC29,304$1.15M0.08%––
Financial Counselors Inc29,173$1.14M0.03%––
First Horizon Advisors, Inc.29,211$1.14M0.07%––
Optimal Asset Management, Inc.29,169$1.14M0.15%––
Valley National Advisers Inc29,057$1.14M0.22%––
Focus Financial Network, Inc.29,028$1.13M0.13%––
Heartland Advisors Inc28,965$1.13M0.07%––
Meridian Investment Counsel Inc.28,963$1.13M0.44%––
First Financial Bank - Trust Division28,904$1.13M0.13%––
Insight Advisors, LLC24,983$1.13M0.36%––
SeaCrest Wealth Management, LLC28,778$1.12M0.15%––
Silvercrest Asset Management Group LLC28,637$1.12M0.01%––
HBK Investments L P28,608$1.12M0.01%––
King Luther Capital Management Corp28,598$1.12M0.01%––
Pflug Koory, LLC28,458$1.11M0.61%––
Tokio Marine Asset Management Co Ltd28,369$1.11M0.11%––
Clarius Group, LLC28,206$1.10M0.11%––
First Citizens Bank & Trust Co28,094$1.10M0.05%––
Sentry Investment Management LLC27,995$1.09M0.30%––
Vista Investment Management27,949$1.09M0.68%––
Mark Stevens27,884$1.09M0.12%––
Carroll Financial Associates, Inc.27,892$1.09M0.07%––
Koss-Olinger Consulting, LLC27,760$1.08M0.18%––
Proequities, Inc.27,715$1.08M0.08%––
BLB&B Advisors, LLC27,729$1.08M0.09%––
Northside Capital Management, LLC27,640$1.08M0.30%––
First City Capital Management, Inc.23,642$1.08M0.62%––
Palladium Partners LLC27,553$1.08M0.05%––
Mengis Capital Management, Inc.27,523$1.07M0.24%––
Main Street Research LLC27,370$1.07M0.10%––
WP Advisors, LLC27,180$1.06M0.46%––
Homrich & Berg27,146$1.06M0.03%––
Davidson Trust Co27,133$1.06M0.89%––
Erste Asset Management GmbH26,711$1.05M0.03%––
PFG Advisors26,845$1.05M0.14%––
Michael B. Yongue26,803$1.05M0.83%––
Gryphon Financial Partners LLC26,713$1.04M0.25%––
Bremer Bank National Association26,680$1.04M0.24%––
Investment Management Associates Inc26,521$1.04M0.62%––
Redhawk Wealth Advisors, Inc.26,490$1.03M0.25%––
Northwest Investment Counselors, LLC26,449$1.03M0.29%––
Wealthspire Advisors, LLC26,441$1.03M0.02%––
TRUE Private Wealth Advisors26,444$1.03M0.17%––
Rossmore Private Capital26,340$1.03M0.19%––
Integrated Wealth Concepts LLC26,318$1.03M0.04%––
NVWM, LLC26,084$1.02M0.40%––
International Assets Investment Management, LLC77,950$1.02M0.09%––
Cowen and Company, LLC26,022$1.02M0.07%––
Compton Capital Management Inc25,980$1.01M0.32%––
Duncker Streett & Co Inc25,961$1.01M0.19%––
Institute for Wealth Management, LLC.25,938$1.01M0.19%––
Holderness Investments Co25,862$1.01M0.36%––
Capital Investment Advisory Services, LLC25,773$1.01M0.14%––
Goodwin Daniel L25,700$1.00M0.52%––
Fulcrum Asset Management LLP–$1.00M0.64%––
Lazard Asset Management LLC25,680$1.00M0.00%––
Nicolet Bankshares Inc25,550$998.0K0.28%––
Centaurus Financial, Inc.25,454$994.0K0.10%––
American National Registered Investment Advisor, Inc.25,433$994.0K0.38%––
Cumberland Advisors Inc25,400$992.0K0.25%––
Prio Wealth Limited Partnership25,344$990.0K0.04%––
Hutchinson Capital Management25,309$989.0K0.25%––
Private Trust Co NA25,285$987.0K0.16%––
Vestmark Advisory Solutions, Inc.25,264$987.0K0.09%––
Sheaff Brock Investment Advisors, LLC25,155$983.0K0.10%––
Boltwood Capital Management25,097$981.0K0.44%––
Achmea Investment Management B.V.25,119$981.0K0.03%––
Gruss & Co., LLC25,000$977.0K4.06%––
Cadinha & Co LLC24,972$976.0K0.14%––
Global Retirement Partners, LLC24,928$974.0K0.11%––
CoreFirst Bank & Trust24,869$972.0K0.67%––