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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 21,382 | $968.0K | 0.09% | +463+2.2% | Added |
| Inscription Capital, LLC | 21,374 | $968.0K | 0.11% | +21,374 | New |
| Fukoku Mutual Life Insurance Co | 21,400 | $969.0K | 0.08% | +8,000+59.7% | Added |
| Ferguson Wellman Capital Management, Inc | 21,412 | $970.0K | 0.03% | −1,000−4.5% | Reduced |
| RSM US Wealth Management LLC | 21,445 | $971.0K | 0.05% | −1,195−5.3% | Reduced |
| Marathon Trading Investment Management LLC | 21,457 | $972.0K | 0.53% | −78,762−78.6% | Reduced |
| Barings LLC | 21,552 | $976.0K | 0.02% | −29,901−58.1% | Reduced |
| Carlson Capital Management | 21,643 | $980.0K | 0.14% | −178−0.8% | Reduced |
| Bremer Bank National Association | 21,680 | $981.0K | 0.21% | −5,000−18.7% | Reduced |
| Simmons Bank | 21,731 | $984.0K | 0.07% | −1,066−4.7% | Reduced |
| Truehand, Inc | 21,771 | $986.0K | 0.58% | 00.0% | Unchanged |
| Accredited Investors Inc. | 21,987 | $996.0K | 0.10% | −1,118−4.8% | Reduced |
| Peoples Financial Services Corp. | 21,991 | $996.0K | 0.42% | +525+2.4% | Added |
| Davidson Trust Co | 22,008 | $997.0K | 0.78% | −5,125−18.9% | Reduced |
| Claraphi Advisory Network, LLC | 22,117 | $1.00M | 0.30% | +22,117 | New |
| Full18 Capital LLC | 22,205 | $1.01M | 0.42% | +22,205 | New |
| Proequities, Inc. | 22,236 | $1.01M | 0.06% | −5,479−19.8% | Reduced |
| Caas Capital Management LP | 22,333 | $1.01M | 0.05% | −80,917−78.4% | Reduced |
| Courier Capital LLC | 22,347 | $1.01M | 0.10% | +3,743+20.1% | Added |
| TrinityPoint Wealth, LLC | 22,346 | $1.01M | 0.21% | +22,346 | New |
| Alaethes Wealth LLC | 22,360 | $1.01M | 0.78% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 22,443 | $1.02M | 0.17% | +179+0.8% | Added |
| Coastal Investment Advisors, Inc. | 22,445 | $1.02M | 0.24% | −144−0.6% | Reduced |
| Rossmore Private Capital | 22,474 | $1.02M | 0.17% | −3,866−14.7% | Reduced |
| Appleton Partners Inc | 22,473 | $1.02M | 0.09% | +330+1.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 22,630 | $1.02M | 0.16% | −20−0.1% | Reduced |
| Wakefield Asset Management LLLP | 22,630 | $1.02M | 0.39% | +292+1.3% | Added |
| AdvisorNet Financial, Inc | 22,720 | $1.03M | 0.07% | −10,442−31.5% | Reduced |
| Convergence Investment Partners, LLC | 22,727 | $1.03M | 0.44% | −1,719−7.0% | Reduced |
| Venture Visionary Partners LLC | 22,745 | $1.03M | 0.08% | +11,636+104.7% | Added |
| Signaturefd, LLC | 22,811 | $1.03M | 0.04% | +5,615+32.7% | Added |
| Meristem Family Wealth, LLC | 22,821 | $1.03M | 0.16% | −13,393−37.0% | Reduced |
| Cowen and Company, LLC | 22,866 | $1.04M | 0.06% | −3,156−12.1% | Reduced |
| TRUE Private Wealth Advisors | 22,957 | $1.04M | 0.15% | −3,487−13.2% | Reduced |
| Sage Rhino Capital LLC | 22,943 | $1.04M | 0.31% | +1,166+5.4% | Added |
| Pinnacle Financial Partners Inc | 23,114 | $1.05M | 0.04% | −1,399−5.7% | Reduced |
| Pinnacle Wealth Advisors | 23,114 | $1.05M | 0.04% | +23,114 | New |
| Investors Asset Management of Georgia Inc | 23,145 | $1.05M | 0.56% | +1,540+7.1% | Added |
| Credit Agricole S A | 23,290 | $1.05M | 0.04% | −93,530−80.1% | Reduced |
| FDx Advisors, Inc. | 23,289 | $1.05M | 0.04% | −6,949−23.0% | Reduced |
| First National Trust Co | 23,451 | $1.06M | 0.06% | −6,891−22.7% | Reduced |
| Neumann Capital Management, LLC | 23,651 | $1.07M | 0.48% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 20,992 | $1.07M | 0.59% | −2,650−11.2% | Reduced |
| Wrapmanager Inc | 23,763 | $1.08M | 0.28% | +10,490+79.0% | Added |
| Washington Trust Bank | 23,805 | $1.08M | 0.13% | −640−2.6% | Reduced |
| Qtron Investments LLC | 23,835 | $1.08M | 0.27% | +23,835 | New |
| Cullen Capital Management LLC | 23,842 | $1.08M | 0.01% | −270−1.1% | Reduced |
| Edgestream Partners, L.P. | 24,069 | $1.09M | 0.06% | +24,069 | New |
| Intersect Capital LLC | 24,139 | $1.09M | 0.19% | +4,019+20.0% | Added |
| Jeppson Wealth Management, LLC | 24,161 | $1.09M | 0.60% | +345+1.4% | Added |
| Quad-Cities Investment Group, LLC | 24,230 | $1.10M | 0.75% | +969+4.2% | Added |
| GFG Capital, LLC | 24,357 | $1.10M | 0.33% | +129+0.5% | Added |
| Evoke Wealth, LLC | 24,436 | $1.11M | 0.04% | −17−0.1% | Reduced |
| CoreFirst Bank & Trust | 24,499 | $1.11M | 0.75% | −370−1.5% | Reduced |
| Hutchinson Capital Management | 24,554 | $1.11M | 0.28% | −755−3.0% | Reduced |
| Beck Mack & Oliver LLC | 24,575 | $1.11M | 0.03% | +835+3.5% | Added |
| Telos Capital Management, Inc. | 24,643 | $1.12M | 0.15% | −200−0.8% | Reduced |
| Parallel Advisors, LLC | 24,660 | $1.12M | 0.05% | +4,402+21.7% | Added |
| American State Bank (Iowa) | 24,670 | $1.12M | 0.87% | +345+1.4% | Added |
| Laurel Wealth Advisors LLC | 24,679 | $1.12M | 0.25% | +3,149+14.6% | Added |
| Voya Financial Advisors, Inc. | 25,015 | $1.12M | 0.15% | −94,859−79.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 24,757 | $1.12M | 0.11% | −398−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 24,766 | $1.12M | 0.06% | +8,984+56.9% | Added |
| Aspiriant, LLC | 24,841 | $1.13M | 0.06% | +2,632+11.9% | Added |
| Insight Advisors, LLC | 24,611 | $1.13M | 0.35% | −372−1.5% | Reduced |
| Financial Counselors Inc | 24,981 | $1.13M | 0.02% | −4,192−14.4% | Reduced |
| Cadinha & Co LLC | 24,972 | $1.13M | 0.15% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 25,054 | $1.14M | 0.10% | −400−1.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 25,067 | $1.14M | 0.14% | +2,676+12.0% | Added |
| Boltwood Capital Management | 25,097 | $1.14M | 0.47% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 25,208 | $1.14M | 0.41% | −225−0.9% | Reduced |
| Cumberland Advisors Inc | 25,400 | $1.15M | 0.27% | 00.0% | Unchanged |
| Compton Capital Management Inc | 25,500 | $1.16M | 0.34% | −480−1.8% | Reduced |
| Duncker Streett & Co Inc | 25,548 | $1.16M | 0.21% | −413−1.6% | Reduced |
| Nicolet Bankshares Inc | 25,550 | $1.16M | 0.30% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 25,680 | $1.16M | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 25,662 | $1.16M | 0.18% | +377+1.5% | Added |
| Goodwin Daniel L | 25,700 | $1.16M | 0.55% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 25,774 | $1.17M | 0.32% | −675−2.6% | Reduced |
| Global Retirement Partners, LLC | 25,871 | $1.17M | 0.12% | +943+3.8% | Added |
| Investment Management Associates Inc | 25,914 | $1.17M | 0.62% | −607−2.3% | Reduced |
| Ruffer LLP | 26,000 | $1.18M | 0.03% | −6,000−18.8% | Reduced |
| KB Financial Partners, LLC | 25,997 | $1.18M | 0.44% | +12,585+93.8% | Added |
| Chicago Partners Investment Group LLC | 26,203 | $1.18M | 0.09% | −2,153−7.6% | Reduced |
| Holderness Investments Co | 26,077 | $1.18M | 0.39% | +215+0.8% | Added |
| BLB&B Advisors, LLC | 26,139 | $1.18M | 0.09% | −1,590−5.7% | Reduced |
| First Dallas Securities Inc. | 26,156 | $1.19M | 0.78% | −4,800−15.5% | Reduced |
| Boit C F David | 26,163 | $1.19M | 0.90% | +26,163 | New |
| Northwest & Ethical Investments L.P. | 26,165 | $1.19M | 0.04% | −16,651−38.9% | Reduced |
| Front Street Capital Management, Inc. | 26,196 | $1.19M | 0.22% | −5,936−18.5% | Reduced |
| NVWM, LLC | 26,292 | $1.19M | 0.43% | +208+0.8% | Added |
| WP Advisors, LLC | 26,628 | $1.21M | 0.50% | −552−2.0% | Reduced |
| LMR Partners LLP | 26,790 | $1.21M | 0.02% | −179,980−87.0% | Reduced |
| Michael B. Yongue | 26,983 | $1.22M | 0.89% | +180+0.7% | Added |
| Ameritas Investment Company, LLC | 7,511 | $1.24M | 0.06% | −1,493−16.6% | Reduced |
| SeaCrest Wealth Management, LLC | 27,396 | $1.24M | 0.15% | −1,382−4.8% | Reduced |
| Vista Investment Management | 27,428 | $1.24M | 0.73% | −521−1.9% | Reduced |
| First Horizon Advisors, Inc. | 27,486 | $1.24M | 0.07% | −1,725−5.9% | Reduced |
| Sovarnum Capital L.P. | 27,500 | $1.25M | 0.78% | −11,180−28.9% | Reduced |
| Mengis Capital Management, Inc. | 27,524 | $1.25M | 0.26% | +10.0% | Added |