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 |
|---|---|---|---|---|---|
| Lee Danner & Bass Inc | 54,195 | $2.45M | 0.22% | −1,680−3.0% | Reduced |
| Moody Aldrich Partners LLC | 54,182 | $2.45M | 0.34% | +54,182 | New |
| Alaska Permanent Fund Corp | 54,300 | $2.46M | 0.04% | +54,300 | New |
| Hyman Charles D | 54,447 | $2.47M | 0.17% | −680−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 54,447 | $2.47M | 0.05% | +17,819+48.6% | Added |
| Robinson Value Management, Ltd. | 54,680 | $2.48M | 2.02% | −962−1.7% | Reduced |
| LS Investment Advisors, LLC | 54,694 | $2.48M | 0.31% | −109,982−66.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 55,060 | $2.49M | 0.92% | −1,771−3.1% | Reduced |
| Country Club Trust Company, n.a. | 56,376 | $2.52M | 0.22% | +1,206+2.2% | Added |
| London Co of Virginia | 55,953 | $2.53M | 0.01% | +5,832+11.6% | Added |
| Panagora Asset Management Inc | 56,468 | $2.56M | 0.01% | −36,939−39.5% | Reduced |
| Winning Points Advisors, LLC | 56,706 | $2.57M | 1.93% | −1,050−1.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 57,099 | $2.59M | 0.50% | +57,099 | New |
| SWS Partners | 57,672 | $2.61M | 1.70% | −4,669−7.5% | Reduced |
| Resources Management Corp | 57,730 | $2.62M | 0.37% | −6,219−9.7% | Reduced |
| Capula Management Ltd | 58,084 | $2.62M | 0.48% | +58,084 | New |
| Manchester Financial Inc | 57,998 | $2.63M | 1.04% | −1,269−2.1% | Reduced |
| Capital Square, LLC | 57,664 | $2.64M | 1.95% | 00.0% | Unchanged |
| JustInvest LLC | 58,387 | $2.64M | 0.28% | +21,929+60.1% | Added |
| Synovus Financial Corp | 58,695 | $2.66M | 0.03% | −8,791−13.0% | Reduced |
| First National Bank Sioux Falls | 58,898 | $2.67M | 4.06% | −4,175−6.6% | Reduced |
| Alerus Financial NA | 59,660 | $2.70M | 0.27% | +10,213+20.7% | Added |
| Walter & Keenan Financial Consulting Co | 59,925 | $2.71M | 0.94% | −4,473−6.9% | Reduced |
| Ulysses Management LLC | 60,000 | $2.72M | 0.46% | −10,000−14.3% | Reduced |
| Burleson & Company, LLC | 60,522 | $2.74M | 0.41% | −11,082−15.5% | Reduced |
| HM Payson & Co | 60,558 | $2.74M | 0.07% | −4,217−6.5% | Reduced |
| Essex Investment Management Co LLC | 60,684 | $2.75M | 0.32% | 00.0% | Unchanged |
| Huntington National Bank | 60,805 | $2.75M | 0.03% | −1,546−2.5% | Reduced |
| Argyle Capital Management Inc. | 61,158 | $2.77M | 0.90% | −250.0% | Reduced |
| Capital Investment Advisors, LLC | 61,269 | $2.77M | 0.10% | −75−0.1% | Reduced |
| Strategic Wealth Advisors Group, LLC | 62,415 | $2.83M | 0.13% | +29,661+90.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 62,473 | $2.83M | 0.13% | +3,011+5.1% | Added |
| Cetera Advisors LLC | 62,647 | $2.84M | 0.07% | +8,789+16.3% | Added |
| Advisors Asset Management, Inc. | 62,981 | $2.85M | 0.04% | +3,739+6.3% | Added |
| HighPoint Advisor Group LLC | 63,265 | $2.87M | 0.29% | +29,968+90.0% | Added |
| Shayne & Co., LLC | 63,335 | $2.87M | 1.61% | +707+1.1% | Added |
| SOL Capital Management CO | 63,360 | $2.87M | 0.57% | −4,628−6.8% | Reduced |
| Veritable, L.P. | 63,773 | $2.89M | 0.05% | +1,057+1.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64,488 | $2.92M | 0.29% | +5,631+9.6% | Added |
| Mandatum Life Insurance Co Ltd | 64,500 | $2.92M | 0.53% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 64,633 | $2.93M | 0.35% | −1,382−2.1% | Reduced |
| Ieq Capital, LLC | 64,684 | $2.93M | 0.09% | +18,129+38.9% | Added |
| Lowe Brockenbrough & Co Inc | 64,727 | $2.93M | 0.26% | −248−0.4% | Reduced |
| Core Alternative Capital | 64,834 | $2.94M | 0.68% | −1,088−1.7% | Reduced |
| Mirabella Financial Services LLP | 64,884 | $2.94M | 0.57% | −22,466−25.7% | Reduced |
| National Asset Management, Inc. | 68,303 | $2.95M | 0.10% | −10,060−12.8% | Reduced |
| Ashfield Capital Partners, LLC | 65,421 | $2.96M | 0.21% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 65,448 | $2.96M | 0.51% | +9,072+16.1% | Added |
| Crestwood Advisors Group LLC | 65,557 | $2.97M | 0.09% | −1,688−2.5% | Reduced |
| Palouse Capital Management, Inc. | 65,578 | $2.97M | 1.30% | −880−1.3% | Reduced |
| Azimuth Capital Management LLC | 65,719 | $2.98M | 0.13% | −7,660−10.4% | Reduced |
| Argent Trust Co | 65,718 | $2.98M | 0.20% | +3,233+5.2% | Added |
| Stratos Wealth Partners, LTD. | 66,418 | $3.01M | 0.07% | +2,644+4.1% | Added |
| Intercontinental Wealth Advisors, LLC | 66,955 | $3.03M | 0.60% | +929+1.4% | Added |
| Usca Ria LLC | 67,013 | $3.04M | 0.18% | +242+0.4% | Added |
| MAI Capital Management | 67,211 | $3.04M | 0.06% | +9,558+16.6% | Added |
| QS Investors, LLC | 67,249 | $3.05M | 0.04% | +1,242+1.9% | Added |
| Horizon Investments, LLC | 67,777 | $3.06M | 0.09% | −7,460−9.9% | Reduced |
| Ceera Investments, LLC | 67,496 | $3.06M | 2.32% | −985−1.4% | Reduced |
| Lafayette Investments, Inc. | 67,585 | $3.06M | 0.83% | +7,250+12.0% | Added |
| Cornercap Investment Counsel Inc | 67,785 | $3.07M | 0.34% | −3,136−4.4% | Reduced |
| Credit Capital Investments LLC | 68,000 | $3.08M | 2.66% | −2,134−3.0% | Reduced |
| Corient Capital Partners, LLC | 68,021 | $3.08M | 0.23% | +4,517+7.1% | Added |
| Eqis Capital Management, Inc. | 68,469 | $3.10M | 0.23% | +525+0.8% | Added |
| Beacon Pointe Advisors, LLC | 68,464 | $3.10M | 0.11% | +49,121+253.9% | Added |
| Sigma Planning Corp | 68,764 | $3.11M | 0.09% | +9,037+15.1% | Added |
| Karpas Strategies, LLC | 69,366 | $3.14M | 1.12% | +80.0% | Added |
| Alexandria Capital, LLC | 69,517 | $3.15M | 0.29% | +8,297+13.6% | Added |
| Global Frontier Investments LLC | 70,000 | $3.17M | 2.39% | 00.0% | Unchanged |
| Regions Financial Corp | 70,145 | $3.18M | 0.03% | −2,184−3.0% | Reduced |
| BerganKDV Wealth Management, LLC | 70,182 | $3.18M | 0.38% | +291+0.4% | Added |
| Hengehold Capital Management LLC | 70,333 | $3.19M | 0.42% | −7,950−10.2% | Reduced |
| Affinity Investment Advisors, LLC | 70,587 | $3.20M | 1.44% | +70,587 | New |
| Parcion Private Wealth LLC | 70,777 | $3.21M | 0.32% | +100+0.1% | Added |
| Prospera Financial Services Inc | 71,341 | $3.23M | 0.16% | +4,413+6.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 71,460 | $3.24M | 0.02% | +29,730+71.2% | Added |
| Lido Advisors, LLC | 71,926 | $3.26M | 0.08% | +16,948+30.8% | Added |
| DuPont Capital Management Corp | 72,085 | $3.27M | 0.08% | +1,849+2.6% | Added |
| Private Advisory Group LLC | 72,160 | $3.27M | 0.83% | +8,206+12.8% | Added |
| Advisor Partners LLC | 72,734 | $3.29M | 0.22% | +699+1.0% | Added |
| Wesbanco Bank Inc | 73,159 | $3.31M | 0.12% | −953−1.3% | Reduced |
| Umb Bank N A | 73,168 | $3.31M | 0.08% | +40,484+123.9% | Added |
| Mission Wealth Management, LP | 73,229 | $3.32M | 0.18% | +19,099+35.3% | Added |
| Granite Investment Partners, LLC | 73,256 | $3.32M | 0.10% | −1,795−2.4% | Reduced |
| Avantax Advisory Services, Inc. | 73,298 | $3.32M | 0.06% | +395+0.5% | Added |
| Paradigm Asset Management Co LLC | 73,700 | $3.34M | 0.85% | 00.0% | Unchanged |
| Opus Investment Management Inc | 74,500 | $3.37M | 0.51% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 74,492 | $3.37M | 0.23% | +74,492 | New |
| Allstate Corp | 74,585 | $3.38M | 0.11% | −2,809−3.6% | Reduced |
| Symmetry Investments LP | 74,579 | $3.38M | 0.97% | +74,579 | New |
| Level Four Advisory Services, LLC | 75,258 | $3.41M | 0.24% | +14,300+23.5% | Added |
| United Asset Strategies, Inc. | 75,669 | $3.43M | 0.46% | +75,669 | New |
| Private Asset Management Inc | 75,724 | $3.43M | 0.46% | −9,546−11.2% | Reduced |
| L & S Advisors Inc | 75,757 | $3.43M | 0.37% | −85,076−52.9% | Reduced |
| Citizens Business Bank | 76,125 | $3.45M | 0.45% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 76,891 | $3.48M | 1.97% | +404+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 77,000 | $3.49M | 0.46% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 77,256 | $3.50M | 0.08% | +813+1.1% | Added |
| American Portfolios Advisors | 77,943 | $3.53M | 0.14% | +1,290+1.7% | Added |
| Davenport & Co LLC | 78,375 | $3.55M | 0.03% | −864−1.1% | Reduced |