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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 37,581 | $1.70M | 0.77% | −417−1.1% | Reduced |
| Capital Investment Advisory Services, LLC | 37,931 | $1.72M | 0.22% | +12,158+47.2% | Added |
| AF Advisors, Inc. | 38,040 | $1.72M | 0.86% | +38,040 | New |
| Oldfather Financial Services, LLC | 34,782 | $1.73M | 0.94% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 38,145 | $1.73M | 0.21% | +14,107+58.7% | Added |
| Miller Investment Management, LP | 38,182 | $1.73M | 0.30% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 38,220 | $1.73M | 0.09% | 00.0% | Unchanged |
| Lincoln National Corp | 38,322 | $1.74M | 0.04% | +1,991+5.5% | Added |
| Brooks, Moore & Associates, Inc. | 38,922 | $1.76M | 1.12% | −3,990−9.3% | Reduced |
| Cresset Asset Management, LLC | 38,949 | $1.76M | 0.02% | −153−0.4% | Reduced |
| Trust Asset Management LLC | 39,115 | $1.77M | 0.24% | +4,515+13.0% | Added |
| Bowling Portfolio Management LLC | 39,159 | $1.77M | 0.40% | −182−0.5% | Reduced |
| Trust Co of Toledo NA | 39,296 | $1.78M | 0.30% | −710−1.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 39,446 | $1.79M | 0.07% | +91+0.2% | Added |
| Exane Derivatives | 41,381 | $1.79M | 0.42% | −6,106−12.9% | Reduced |
| Neville Rodie & Shaw Inc | 39,682 | $1.80M | 0.14% | −650−1.6% | Reduced |
| Cullinan Associates Inc | 39,803 | $1.80M | 0.10% | +2,800+7.6% | Added |
| Salzhauer Michael | 53,527 | $1.80M | 0.89% | +33,350+165.3% | Added |
| Hollow Brook Wealth Management LLC | 39,876 | $1.81M | 1.12% | +217+0.5% | Added |
| Triangle Securities Wealth Management | 39,888 | $1.81M | 0.61% | +651+1.7% | Added |
| JT Stratford LLC | 39,971 | $1.81M | 0.58% | +22,988+135.4% | Added |
| Palisade Asset Management, LLC | 40,060 | $1.81M | 0.21% | −2,550−6.0% | Reduced |
| Cohen Investment Advisors LLC | 40,258 | $1.82M | 1.42% | +54+0.1% | Added |
| Carret Asset Management, LLC | 40,244 | $1.82M | 0.21% | −287−0.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 40,362 | $1.83M | 0.12% | −450−1.1% | Reduced |
| Spears Abacus Advisors LLC | 40,408 | $1.83M | 0.13% | 00.0% | Unchanged |
| One Capital Management, LLC | 40,579 | $1.84M | 0.16% | +2,176+5.7% | Added |
| Pacific Asset Management LLC | 40,688 | $1.84M | 1.72% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 40,704 | $1.84M | 0.43% | −687−1.7% | Reduced |
| 44 Wealth Management LLC | 40,747 | $1.84M | 0.71% | +4,587+12.7% | Added |
| Meiji Yasuda Life Insurance Co | 40,789 | $1.85M | 0.03% | +16,655+69.0% | Added |
| IFP Advisors, Inc | 40,890 | $1.85M | 0.04% | −665−1.6% | Reduced |
| Enterprise Trust & Investment Co | 40,975 | $1.86M | 0.76% | −250−0.6% | Reduced |
| Springhouse Capital Management, LP | 41,000 | $1.86M | 1.68% | −155,000−79.1% | Reduced |
| Veriti Management LLC | 41,088 | $1.86M | 0.28% | +8,705+26.9% | Added |
| Orion Portfolio Solutions, LLC | 41,886 | $1.90M | 0.07% | +5,347+14.6% | Added |
| Bank Pictet & Cie (Asia) Ltd | 41,908 | $1.90M | 0.53% | −4,007−8.7% | Reduced |
| Swarthmore Group Inc | 42,069 | $1.91M | 0.49% | +803+1.9% | Added |
| Sentry Investment Management LLC | 42,238 | $1.91M | 0.49% | +14,243+50.9% | Added |
| Elm Ridge Management, LLC | 42,448 | $1.92M | 2.77% | −16,095−27.5% | Reduced |
| Diversified Trust Co | 42,566 | $1.93M | 0.07% | +1,979+4.9% | Added |
| Haverford Trust Co | 42,565 | $1.93M | 0.02% | +5,960+16.3% | Added |
| Westwood Holdings Group Inc. | 42,756 | $1.94M | 0.02% | +461+1.1% | Added |
| First Hawaiian Bank | 43,269 | $1.96M | 0.08% | +3,071+7.6% | Added |
| Allworth Financial LP | 43,701 | $1.98M | 0.04% | +2,487+6.0% | Added |
| Boston Private Wealth LLC | 43,812 | $1.98M | 0.03% | −358−0.8% | Reduced |
| Altium Wealth Management LLC | 43,833 | $1.99M | 0.15% | +963+2.2% | Added |
| Everett Harris & Co | 43,961 | $1.99M | 0.03% | −1,375−3.0% | Reduced |
| Bessemer Group Inc | 44,031 | $1.99M | 0.00% | −229−0.5% | Reduced |
| NBT Bank N A | 44,542 | $2.02M | 0.28% | −1,248−2.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 44,735 | $2.03M | 0.03% | −745−1.6% | Reduced |
| Evercore Wealth Management, LLC | 44,772 | $2.03M | 0.04% | −900−2.0% | Reduced |
| Rocky Mountain Advisers, LLC | 44,815 | $2.03M | 2.53% | +1,300+3.0% | Added |
| Penn Mutual Asset Management, LLC | 45,000 | $2.04M | 2.55% | −22,000−32.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45,032 | $2.04M | 0.02% | −1,167−2.5% | Reduced |
| Circle Wealth Management, LLC | 45,224 | $2.05M | 0.29% | −3,021−6.3% | Reduced |
| Schnieders Capital Management LLC | 45,242 | $2.05M | 0.56% | +6,050+15.4% | Added |
| Zeke Capital Advisors, LLC | 45,506 | $2.06M | 0.13% | −5,731−11.2% | Reduced |
| White Pine Capital LLC | 44,869 | $2.06M | 0.61% | +13,181+41.6% | Added |
| Round Hill Asset Management | 45,767 | $2.07M | 1.02% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 45,835 | $2.08M | 1.27% | −388−0.8% | Reduced |
| Avantax Planning Partners, Inc. | 45,945 | $2.08M | 0.10% | +4,465+10.8% | Added |
| Union Heritage Capital, LLC | 45,970 | $2.08M | 0.97% | +15,000+48.4% | Added |
| Rothschild Investment Corp | 46,523 | $2.11M | 0.17% | +673+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 46,550 | $2.11M | 0.04% | −11,159−19.3% | Reduced |
| Bank of Stockton | 47,076 | $2.13M | 0.64% | −434−0.9% | Reduced |
| Savant Capital, LLC | 47,752 | $2.16M | 0.09% | +1,174+2.5% | Added |
| Beese Fulmer Investment Management, Inc. | 47,788 | $2.16M | 0.24% | −1,918−3.9% | Reduced |
| Eos Management, L.P. | 48,000 | $2.17M | 1.16% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 48,114 | $2.18M | 0.09% | −4,217−8.1% | Reduced |
| DF Dent & Co Inc | 48,144 | $2.18M | 0.02% | −18,830−28.1% | Reduced |
| IMS Capital Management | 48,151 | $2.18M | 1.29% | −1,037−2.1% | Reduced |
| Kinneret Advisory, LLC | 48,237 | $2.19M | 0.26% | 00.0% | Unchanged |
| Columbus Macro, LLC | 48,330 | $2.19M | 0.68% | −2,134−4.2% | Reduced |
| Cypress Wealth Services, LLC | 48,487 | $2.20M | 0.60% | −1,531−3.1% | Reduced |
| Rockland Trust Co | 48,877 | $2.21M | 0.15% | −359,616−88.0% | Reduced |
| Empirical Finance, LLC | 48,997 | $2.22M | 0.36% | +7,645+18.5% | Added |
| Somerset Group LLC | 49,014 | $2.22M | 1.59% | 00.0% | Unchanged |
| Mark Stevens | 49,069 | $2.22M | 0.25% | +21,185+76.0% | Added |
| Valeo Financial Advisors, LLC | 49,311 | $2.23M | 0.14% | −1,932−3.8% | Reduced |
| Culbertson A N & Co Inc | 49,546 | $2.24M | 0.47% | −1,485−2.9% | Reduced |
| Quilter Plc | 49,995 | $2.26M | 0.07% | −4,638−8.5% | Reduced |
| Iat Reinsurance Co Ltd. | 50,000 | $2.27M | 0.31% | 00.0% | Unchanged |
| RFG Advisory, LLC | 50,218 | $2.27M | 0.20% | −4,101−7.5% | Reduced |
| KG&L Capital Management,LLC | 50,503 | $2.29M | 1.04% | −627−1.2% | Reduced |
| Wetherby Asset Management Inc | 50,834 | $2.30M | 0.14% | +6,969+15.9% | Added |
| Aft, Forsyth & Sober, LLC | 51,000 | $2.31M | 0.87% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 51,227 | $2.32M | 0.52% | +8,502+19.9% | Added |
| Brio Consultants, LLC | 51,614 | $2.34M | 0.60% | −1,512−2.8% | Reduced |
| Sterling Investment Management, Inc. | 51,826 | $2.35M | 1.54% | −8,115−13.5% | Reduced |
| BBVA USA | 52,378 | $2.37M | 0.13% | +52,378 | New |
| True North Advisors, LLC | 52,478 | $2.38M | 0.50% | −305−0.6% | Reduced |
| Itau Unibanco Holding S.A. | 52,600 | $2.38M | 0.12% | +52,600 | New |
| Williams Jones Wealth Management, LLC. | 52,637 | $2.38M | 0.03% | +4,398+9.1% | Added |
| Conning Inc. | 52,950 | $2.40M | 0.07% | −6,176−10.4% | Reduced |
| Foster Group, Inc. | 52,969 | $2.40M | 0.28% | −998−1.8% | Reduced |
| Perkins Coie Trust Co | 53,287 | $2.41M | 0.74% | +405+0.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 53,330 | $2.42M | 0.02% | +5,675+11.9% | Added |
| Moors & Cabot, Inc. | 53,405 | $2.42M | 0.17% | +5,456+11.4% | Added |
| HighMark Wealth Management LLC | 54,165 | $2.45M | 1.80% | +230.0% | Added |