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
Peak Asset Management, LLC42,441$1.66M0.40%––
Westwood Holdings Group Inc.42,295$1.65M0.02%––
Fuller & Thaler Asset Management, Inc.41,730$1.63M0.01%––
IFP Advisors, Inc41,555$1.63M0.03%––
Avantax Planning Partners, Inc.41,480$1.62M0.08%––
NorthCoast Asset Management LLC41,456$1.62M0.07%––
Meridian Wealth Partners, LLC41,391$1.62M0.49%––
Swarthmore Group Inc41,266$1.61M0.44%––
Enterprise Trust & Investment Co41,225$1.61M0.72%––
Allworth Financial LP41,214$1.61M0.03%––
Spire Wealth Management40,791$1.60M0.04%––
Cohen Investment Advisors LLC40,204$1.60M1.30%––
Mountain Pacific Investment Advisers Inc40,812$1.59M0.11%––
Pacific Asset Management LLC40,688$1.59M1.03%––
Diversified Trust Co40,587$1.59M0.06%––
Carret Asset Management, LLC40,531$1.58M0.20%––
Spears Abacus Advisors LLC40,408$1.58M0.12%––
Gilbert & Cook, Inc.40,368$1.58M0.31%––
Neville Rodie & Shaw Inc40,332$1.58M0.13%––
CPWM, LLC40,313$1.57M0.14%––
First Hawaiian Bank40,198$1.57M0.07%––
Trust Co of Toledo NA40,006$1.56M0.28%––
Hollow Brook Wealth Management LLC39,659$1.55M1.02%––
Carnegie Capital Asset Management, LLC39,355$1.54M0.06%––
Bowling Portfolio Management LLC39,341$1.54M0.37%––
Triangle Securities Wealth Management39,237$1.53M0.55%––
Schnieders Capital Management LLC39,192$1.53M0.46%––
Paloma Partners Management Co39,176$1.53M0.05%––
Cresset Asset Management, LLC39,102$1.53M0.02%––
Sovarnum Capital L.P.38,680$1.51M1.14%––
One Capital Management, LLC38,403$1.50M0.17%––
Cornerstone Investment Partners, LLC38,220$1.49M0.08%––
Miller Investment Management, LP38,182$1.49M0.28%––
Excalibur Management Corp37,998$1.49M0.73%––
First Mercantile Trust Co37,989$1.48M0.17%––
Capital Markets Trading UK LLP37,873$1.48M1.92%––
Selway Asset Management37,400$1.46M0.85%––
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.37,403$1.46M0.30%––
Nicholas Hoffman & Company, LLC.37,257$1.46M0.29%––
Pratt Collard Advisory Partners LLC37,035$1.45M1.04%––
Cullinan Associates Inc37,003$1.45M0.08%––
Washington Trust Co36,805$1.44M0.04%––
Sepio Capital, LP36,787$1.44M0.13%––
Stratos Wealth Advisors, LLC36,650$1.43M0.15%––
O'Shaughnessy Asset Management, LLC36,628$1.43M0.03%––
Haverford Trust Co36,605$1.43M0.02%––
Orion Portfolio Solutions, LLC36,539$1.43M0.06%––
JustInvest LLC36,458$1.42M0.22%––
Lincoln National Corp36,331$1.42M0.04%––
Marotta Asset Management35,758$1.42M0.36%––
Avidian Wealth Solutions, LLC36,207$1.42M0.12%––
Meristem Family Wealth, LLC36,214$1.42M0.29%––
Jackson Hole Capital Partners, LLC36,205$1.42M0.58%––
44 Wealth Management LLC36,160$1.41M0.59%––
Hancock Whitney Corp36,078$1.41M0.05%––
Members Capital Advisors Inc36,100$1.41M1.08%––
Hussman Strategic Advisors, Inc.36,000$1.41M0.29%––
Andra AP-fonden35,900$1.40M0.03%––
Bennett Selby Investments LP35,865$1.40M1.09%––
Auxier Asset Management35,839$1.40M0.24%––
Banco Santander, S.A.35,768$1.40M0.01%––
Oldfather Financial Services, LLC34,782$1.39M0.80%––
Quadrature Capital Ltd35,365$1.38M0.07%––
American Money Management, LLC35,267$1.38M0.51%––
Smith Shellnut Wilson LLC35,178$1.37M0.84%––
Citizens National Bank Trust Department35,155$1.37M0.42%––
Fiera Capital Corp35,012$1.37M0.00%––
Union Square Park Capital Management, LLC35,000$1.37M0.77%––
Meitav Dash Investments Ltd34,800$1.37M0.05%––
Duff & Phelps Investment Management Co34,640$1.35M0.02%––
Trust Asset Management LLC34,600$1.35M0.18%––
Laurel Wealth Advisors, Inc.34,550$1.35M0.20%––
HighPoint Advisor Group LLC33,297$1.35M0.16%––
CAPROCK Group, Inc.34,324$1.34M0.15%––
Ancora Advisors, LLC34,258$1.34M0.04%––
Martin & Co Inc33,647$1.31M0.33%––
Northwest Capital Management Inc33,462$1.31M0.95%––
Greenleaf Trust33,430$1.31M0.02%––
Leavell Investment Management, Inc.33,370$1.30M0.11%––
Oarsman Capital, Inc.33,326$1.30M0.56%––
Citadel Investment Advisory, Inc.33,246$1.30M0.85%––
AdvisorNet Financial, Inc33,162$1.30M0.09%––
Founders Financial Securities LLC33,057$1.29M0.30%––
Grimes & Company, Inc.33,011$1.29M0.06%––
Lee Financial Co32,935$1.29M0.31%––
Swiss Life Asset Management Ltd32,935$1.29M0.02%––
Whittier Trust Co of Nevada Inc32,770$1.28M0.06%––
Strategic Wealth Advisors Group, LLC32,754$1.28M0.07%––
Mine & Arao Wealth Creation & Management, LLC.32,702$1.28M0.85%––
Umb Bank N A32,684$1.28M0.03%––
Ramsay, Stattman, Vela & Price, Inc.32,587$1.27M0.34%––
CAMG Solamere Management, LLC32,560$1.27M1.10%––
Sawyer & Company, Inc32,530$1.27M0.63%––
Veriti Management LLC32,383$1.26M0.34%––
Hoylecohen, LLC32,343$1.26M0.13%––
J.W. Cole Advisors, Inc.32,262$1.26M0.12%––
Supplemental Annuity Collective Trust of NJ32,200$1.26M0.44%––
Scott & Selber, Inc.32,111$1.25M0.51%––
Front Street Capital Management, Inc.32,132$1.25M0.24%––
Chicago Partners Investment Group LLC28,356$1.25M0.10%––