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 |
|---|---|---|---|---|---|
| Northside Capital Management, LLC | 27,640 | $1.25M | 0.31% | 00.0% | Unchanged |
| PFG Advisors | 27,717 | $1.25M | 0.14% | +872+3.2% | Added |
| Integrated Wealth Concepts LLC | 27,828 | $1.26M | 0.04% | +1,510+5.7% | Added |
| First Citizens Bank & Trust Co | 27,832 | $1.26M | 0.06% | −262−0.9% | Reduced |
| Virtue Capital Management, LLC | 27,913 | $1.26M | 0.25% | −1,480−5.0% | Reduced |
| Pflug Koory, LLC | 27,958 | $1.27M | 0.66% | −500−1.8% | Reduced |
| Silvercrest Asset Management Group LLC | 28,097 | $1.27M | 0.01% | −540−1.9% | Reduced |
| CAPROCK Group, Inc. | 28,119 | $1.27M | 0.12% | −6,205−18.1% | Reduced |
| Brighton Jones LLC | 28,142 | $1.27M | 0.07% | −1,317−4.5% | Reduced |
| First Financial Bank - Trust Division | 28,198 | $1.28M | 0.14% | −706−2.4% | Reduced |
| Carroll Financial Associates, Inc. | 28,284 | $1.28M | 0.07% | +392+1.4% | Added |
| Two Sigma Securities, LLC | 28,254 | $1.28M | 0.32% | +15,343+118.8% | Added |
| Palladium Partners LLC | 28,388 | $1.29M | 0.06% | +835+3.0% | Added |
| Gilbert & Cook, Inc. | 28,498 | $1.29M | 0.23% | −11,870−29.4% | Reduced |
| Arden Trust Co | 28,709 | $1.30M | 0.21% | −14,242−33.2% | Reduced |
| Leavell Investment Management, Inc. | 33,370 | $1.30M | 0.11% | 00.0% | Unchanged |
| Heartland Advisors Inc | 28,843 | $1.31M | 0.08% | −122−0.4% | Reduced |
| Ironwood Investment Counsel, LLC | 28,899 | $1.31M | 0.35% | −2,852−9.0% | Reduced |
| Koss-Olinger Consulting, LLC | 28,922 | $1.31M | 0.19% | +1,162+4.2% | Added |
| Valley National Advisers Inc | 29,083 | $1.32M | 0.24% | +26+0.1% | Added |
| Optimal Asset Management, Inc. | 29,162 | $1.32M | 0.16% | −70.0% | Reduced |
| Nachman Norwood & Parrott, Inc | 29,242 | $1.32M | 0.13% | −348−1.2% | Reduced |
| Symmetry Partners, LLC | 29,304 | $1.33M | 0.09% | 00.0% | Unchanged |
| Winton Group Ltd | 29,323 | $1.33M | 0.07% | +29,323 | New |
| Peak Asset Management, LLC | 29,422 | $1.33M | 0.33% | −13,019−30.7% | Reduced |
| Xcel Wealth Management, LLC | 29,641 | $1.34M | 0.41% | +93+0.3% | Added |
| Monarch Capital Management Inc | 29,771 | $1.35M | 0.39% | −800−2.6% | Reduced |
| Clarius Group, LLC | 29,821 | $1.35M | 0.12% | +1,615+5.7% | Added |
| Main Street Research LLC | 29,839 | $1.35M | 0.11% | +2,469+9.0% | Added |
| Marco Investment Management LLC | 29,942 | $1.36M | 0.16% | +30+0.1% | Added |
| King Luther Capital Management Corp | 30,032 | $1.36M | 0.01% | +1,434+5.0% | Added |
| Jaffetilchin Investment Partners, LLC | 36,835 | $1.36M | 0.09% | +20,185+121.2% | Added |
| Bartlett & Co. LLC | 30,230 | $1.37M | 0.03% | −50−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 30,230 | $1.37M | 0.03% | −50−0.2% | Reduced |
| Meridian Investment Counsel Inc. | 30,299 | $1.37M | 0.48% | +1,336+4.6% | Added |
| Citadel Investment Advisory, Inc. | 30,366 | $1.38M | 0.85% | −2,880−8.7% | Reduced |
| Waldron Private Wealth LLC | 30,384 | $1.38M | 0.09% | +22,648+292.8% | Added |
| Wilkinson Global Asset Management LLC | 30,600 | $1.39M | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Corp | 30,812 | $1.40M | 0.04% | −5,266−14.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 30,830 | $1.40M | 0.18% | −3,720−10.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 31,139 | $1.41M | 0.35% | −1,448−4.4% | Reduced |
| Jefferies Group LLC | 31,476 | $1.43M | 0.02% | +23,311+285.5% | Added |
| Trinity Financial Advisors LLC | 31,508 | $1.43M | 1.00% | +31,508 | New |
| Frontier Wealth Management LLC | 31,536 | $1.43M | 0.10% | +1,396+4.6% | Added |
| Choate Investment Advisors | 31,590 | $1.43M | 0.09% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 31,636 | $1.43M | 0.21% | +70.0% | Added |
| Martin & Co Inc | 31,685 | $1.44M | 0.36% | −1,962−5.8% | Reduced |
| 1st Source Bank | 31,737 | $1.44M | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 31,731 | $1.44M | 0.10% | +1,146+3.7% | Added |
| Thomasville National Bank | 31,822 | $1.44M | 0.15% | +1,314+4.3% | Added |
| Scott & Selber, Inc. | 32,034 | $1.45M | 0.56% | −77−0.2% | Reduced |
| Fiera Capital Corp | 32,106 | $1.45M | 0.00% | −2,906−8.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 32,112 | $1.45M | 0.06% | −658−2.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.46M | 0.47% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 32,250 | $1.46M | 0.68% | −280−0.9% | Reduced |
| Spire Wealth Management | 31,803 | $1.47M | 0.04% | −8,988−22.0% | Reduced |
| Hoylecohen, LLC | 32,344 | $1.47M | 0.14% | +10.0% | Added |
| NorthRock Partners, LLC | 32,379 | $1.47M | 0.12% | +32,379 | New |
| CAMG Solamere Management, LLC | 32,560 | $1.48M | 1.27% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 32,632 | $1.48M | 0.89% | −70−0.2% | Reduced |
| Grimes & Company, Inc. | 32,651 | $1.48M | 0.06% | −360−1.1% | Reduced |
| Lee Financial Co | 32,725 | $1.48M | 0.31% | −210−0.6% | Reduced |
| Ancora Advisors, LLC | 32,753 | $1.48M | 0.04% | −1,505−4.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 32,822 | $1.49M | 0.14% | +4,453+15.7% | Added |
| Focus Financial Network, Inc. | 33,083 | $1.50M | 0.20% | +4,055+14.0% | Added |
| Occidental Asset Management, LLC | 33,146 | $1.50M | 0.40% | +1,403+4.4% | Added |
| PFS Investments Inc. | 34,178 | $1.50M | 0.03% | +3,096+10.0% | Added |
| Hoey Investments, Inc | 33,725 | $1.53M | 0.47% | +33,725 | New |
| First Mercantile Trust Co | 33,838 | $1.53M | 0.18% | −4,151−10.9% | Reduced |
| Citizens National Bank Trust Department | 33,840 | $1.53M | 0.44% | −1,315−3.7% | Reduced |
| Oarsman Capital, Inc. | 33,912 | $1.54M | 0.61% | +586+1.8% | Added |
| Founders Financial Securities LLC | 34,137 | $1.55M | 0.31% | +1,080+3.3% | Added |
| Duff & Phelps Investment Management Co | 34,640 | $1.57M | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 34,666 | $1.57M | 0.12% | −1,541−4.3% | Reduced |
| Homrich & Berg | 34,733 | $1.57M | 0.04% | +7,587+27.9% | Added |
| Independent Financial Group, LLC | 34,853 | $1.58M | 0.17% | −9,594−21.6% | Reduced |
| J.W. Cole Advisors, Inc. | 34,929 | $1.58M | 0.12% | +2,667+8.3% | Added |
| Smith Shellnut Wilson LLC | 35,053 | $1.59M | 0.92% | −125−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,073 | $1.59M | 0.11% | +9,809+38.8% | Added |
| Marotta Asset Management | 35,079 | $1.59M | 0.38% | −679−1.9% | Reduced |
| Northwest Capital Management Inc | 34,712 | $1.59M | 0.90% | +1,250+3.7% | Added |
| American Money Management, LLC | 35,267 | $1.60M | 0.54% | 00.0% | Unchanged |
| Toroso Investments, LLC | 35,534 | $1.61M | 0.06% | +12,255+52.6% | Added |
| Auxier Asset Management | 35,591 | $1.61M | 0.27% | −248−0.7% | Reduced |
| Meitav Dash Investments Ltd | 36,050 | $1.62M | 0.04% | +1,250+3.6% | Added |
| Bennett Selby Investments LP | 35,865 | $1.62M | 1.10% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 35,911 | $1.63M | 0.29% | −1,346−3.6% | Reduced |
| Arkadios Wealth Advisors | 35,928 | $1.63M | 0.20% | +17,505+95.0% | Added |
| Sunbelt Securities, Inc. | 36,914 | $1.64M | 0.29% | −45,372−55.1% | Reduced |
| Members Capital Advisors Inc | 36,100 | $1.64M | 1.01% | 00.0% | Unchanged |
| Washington Trust Co | 36,280 | $1.64M | 0.05% | −525−1.4% | Reduced |
| Greenleaf Trust | 36,265 | $1.64M | 0.02% | +2,835+8.5% | Added |
| Bank Hapoalim BM | 36,498 | $1.65M | 0.19% | −22,638−38.3% | Reduced |
| Stratos Wealth Advisors, LLC | 36,726 | $1.66M | 0.15% | +76+0.2% | Added |
| Jackson Hole Capital Partners, LLC | 36,883 | $1.67M | 0.58% | +678+1.9% | Added |
| Sepio Capital, LP | 37,052 | $1.68M | 0.14% | +265+0.7% | Added |
| Verdence Capital Advisors LLC | 37,290 | $1.69M | 0.23% | +7,221+24.0% | Added |
| Selway Asset Management | 37,400 | $1.69M | 0.91% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,403 | $1.69M | 0.33% | 00.0% | Unchanged |
| Pratt Collard Advisory Partners LLC | 37,435 | $1.70M | 1.13% | +400+1.1% | Added |