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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; 2,882 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, Q2 2021

Institutional positions in Wells Fargo & Company as of Jun 30, 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
1,935
+71 vs. Q1 2021
Shares held
2.95B
+60.6M (+2.1%) vs. Q1 2021
Total value
$133.3B
+$20.6B (+18.3%) vs. Q1 2021
New holders
185
677 more added
Sold out
114
784 more reduced

13 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,935 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: 2,882 institutions
Value heldQ2 2021: $133.3B
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 20262,882$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, Q2 2021

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2021.

Institutions holding WFC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
HBC Financial Services, PLLC11$00.00%−1,089−99.0%Reduced
Retirement Group, LLC10$00.00%00.0%Unchanged
Leelyn Smith, LLC7$00.00%00.0%Unchanged
Toth Financial Advisory Corp28$1.00K0.00%00.0%Unchanged
Vectors Research Management, LLC25$1.00K0.00%00.0%Unchanged
Pacitti Group Inc.31$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC25$1.00K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC25$1.00K0.00%+25New
Lloyd Advisory Services, LLC.17$1.00K0.00%+17New
Kelly Financial Services LLC53,466$1.18K0.05%+52,786+7,762.6%Added
Arcadia Investment Advisors LLC35$1.58K0.00%+35New
St. Johns Investment Management Company, LLC53$2.00K0.00%00.0%Unchanged
Albion Financial Group47$2.00K0.00%+47New
American National Bank50$2.00K0.00%+50New
ClariVest Asset Management LLC47$2.00K0.00%+47New
Better Money Decisions, LLC75$3.00K0.00%+75New
Horizon Financial Services, LLC97$4.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC113$5.00K0.00%−136−54.6%Reduced
Financial Management Professionals, Inc.107$5.00K0.00%−104−49.3%Reduced
Proffitt & Goodson Inc121$5.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC100$5.00K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.129$6.00K0.00%00.0%Unchanged
Princeton Global Asset Management LLC133$6.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.151$7.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC163$7.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC175$8.00K0.00%00.0%Unchanged
First National Bank of South Miami200$9.00K0.01%00.0%Unchanged
Wealth Quarterback LLC188$9.00K0.01%+188New
Roble, Belko & Company, Inc220$10.0K0.00%00.0%Unchanged
Gleason Group, Inc.211$10.0K0.00%+1+0.5%Added
Parisi Gray Wealth Management225$10.0K0.00%+225New
Ade, LLC229$10.0K0.01%+229New
TSFG, LLC243$11.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC235$11.0K0.00%+125+113.6%Added
Community Bank, N.A.250$11.0K0.00%+250New
Addison Advisors LLC241$11.0K0.01%+241New
Sterling Investment Advisors, Ltd.275$12.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC269$12.2K0.00%−127−32.1%Reduced
Westside Investment Management, Inc.300$13.0K0.00%00.0%Unchanged
TFC Financial Management319$14.0K0.00%00.0%Unchanged
Central Bank & Trust Co314$14.0K0.00%+149+90.3%Added
Flagship Private Wealth, LLC326$14.2K0.01%00.0%Unchanged
MD Financial Management Inc.330$15.0K0.00%−90,045−99.6%Reduced
Hanson & Doremus Investment Management656$15.0K0.00%−43−6.2%Reduced
America First Investment Advisors, LLC341$15.0K0.00%−128−27.3%Reduced
FormulaFolio Investments, LLC340$15.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC333$15.0K0.01%00.0%Unchanged
Veritas Investment Management (UK) Ltd350$16.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.356$16.0K0.00%00.0%Unchanged
Davis Capital Partners, LLC355$16.1K0.00%00.0%Unchanged
Halpern Financial, Inc.368$16.7K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.365$17.0K0.01%00.0%Unchanged
Pittenger & Anderson Inc400$18.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC400$18.0K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.400$18.0K0.01%00.0%Unchanged
Sterling Financial Planning, Inc.400$18.0K0.01%00.0%Unchanged
Orion Capital Management LLC400$18.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC427$19.0K0.00%+200+88.1%Added
Turim 21 Investimentos Ltda.412$19.0K0.01%+412New
Charter Oak Capital Management, LLC538$24.0K0.00%−500−48.2%Reduced
Bradley & Co. Private Wealth Management, LLC534$24.0K0.02%00.0%Unchanged
Lake Point Wealth Management536$24.0K0.01%+536New
Savior LLC548$25.0K0.02%−98−15.2%Reduced
Centerpoint Advisors, LLC558$25.0K0.01%+558New
Coastal Capital Group, Inc.575$26.0K0.01%+1+0.2%Added
Paradigm, Strategies in Wealth Management, LLC606$27.0K0.02%−371−38.0%Reduced
Atlas Private Wealth Advisors605$27.0K0.01%−130−17.7%Reduced
MV Capital Management, Inc.602$27.0K0.00%+511+561.5%Added
GeoWealth Management, LLC600$27.0K0.00%+600New
Isthmus Partners, LLC600$27.0K0.00%+600New
RPG Investment Advisory, LLC620$28.0K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC618$28.0K0.02%00.0%Unchanged
Maverick Capital LtdSuperinvestorMaverick Capital647$29.0K0.00%−21,723−97.1%Reduced
Perennial Advisors, LLC650$29.0K0.01%00.0%Unchanged
Holloway Wealth Management, LLC–$29.0K0.01%–New
Timber Creek Capital Management LLC700$31.0K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC683$31.0K0.01%00.0%Unchanged
Beck Bode, LLC681$31.0K0.01%+681New
Carmichael Hill & Associates, Inc.706$32.0K0.02%+2+0.3%Added
Bellwether Advisors, LLC719$32.0K0.01%00.0%Unchanged
AlphaMark Advisors, LLC700$32.0K0.01%00.0%Unchanged
Newton One Investments LLC700$32.0K0.03%+700New
Gemmer Asset Management LLC719$33.0K0.00%00.0%Unchanged
Altshuler Shaham Ltd752$34.0K0.00%+752New
Truvestments Capital LLC773$35.0K0.02%−1,727−69.1%Reduced
Old Second National Bank of Aurora793$36.0K0.01%00.0%Unchanged
Costello Asset Management, INC796$36.0K0.02%00.0%Unchanged
Horan Securities, Inc.828$37.0K0.03%+333+67.3%Added
Hoover Financial Advisors, Inc.850$38.0K0.01%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.830$38.0K0.28%+830New
Personal Wealth Partners847$38.0K0.02%+847New
Cascade Investment Advisors, Inc.900$40.8K0.03%−2,400−72.7%Reduced
TCTC Holdings, LLC925$42.0K0.00%00.0%Unchanged
Mercer Capital Advisers, Inc.953$43.0K0.02%00.0%Unchanged
Cypress Capital Management LLC (WY)974$44.0K0.03%00.0%Unchanged
Westport Asset Management Inc1,000$45.0K0.02%00.0%Unchanged
HHM Wealth Advisors, LLC1,026$46.0K0.01%00.0%Unchanged
Hillsdale Investment Management Inc.1,040$47.0K0.00%−890−46.1%Reduced
Veracity Capital LLC1,070$48.0K0.01%+183+20.6%Added
Eagle Bay Advisors LLC1,030$48.0K0.04%+1,030New