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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,882 | $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 |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 1,079 | $49.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,115 | $50.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1,100 | $50.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,095 | $50.0K | 0.02% | +795+265.0% | Added |
| First Horizon Corp | 1,156 | $52.0K | 0.00% | −4,244−78.6% | Reduced |
| USA Financial Portformulas Corp | 1,150 | $52.0K | 0.04% | +1,150 | New |
| HWG Holdings LP | 1,169 | $53.0K | 0.03% | −10,742−90.2% | Reduced |
| McIlrath & Eck, LLC | 1,213 | $55.0K | 0.02% | +19+1.6% | Added |
| Key Financial Inc | 1,203 | $55.0K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,275 | $58.0K | 0.01% | −470−26.9% | Reduced |
| Johnson Midwest Financial, LLC | 1,285 | $58.0K | 0.06% | +115+9.8% | Added |
| TD Ameritrade Investment Management, LLC | 1,311 | $59.0K | 0.00% | −77−5.5% | Reduced |
| Ford Financial Group, LLC | 1,303 | $59.0K | 0.02% | +1,303 | New |
| Heritage Wealth Advisors | 1,306 | $59.1K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,331 | $60.0K | 0.02% | −1−0.1% | Reduced |
| Accel Wealth Management | 1,339 | $61.0K | 0.04% | +2+0.1% | Added |
| Larson Financial Group LLC | 1,365 | $62.0K | 0.01% | +140+11.4% | Added |
| Dougherty Wealth Advisers LLC | 1,387 | $63.0K | 0.09% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,404 | $64.0K | 0.05% | −672−32.4% | Reduced |
| Pacifica Partners Inc. | 1,440 | $64.0K | 0.05% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 1,425 | $65.0K | 0.01% | +1,139+398.3% | Added |
| Smith Asset Management Group LP | 1,484 | $67.0K | 0.00% | −420−22.1% | Reduced |
| Cordasco Financial Network | 1,500 | $68.0K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 1,570 | $71.0K | 0.00% | +1,570 | New |
| Asset Dedication, LLC | 1,579 | $74.0K | 0.01% | +212+15.5% | Added |
| Country Trust Bank | 1,653 | $75.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,648 | $75.0K | 0.05% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,664 | $75.0K | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,669 | $76.0K | 0.04% | −237−12.4% | Reduced |
| Founders Capital Management | 1,703 | $77.0K | 0.05% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,697 | $77.0K | 0.01% | +147+9.5% | Added |
| Archer Investment Corp | 1,729 | $78.3K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,756 | $79.0K | 0.02% | +98+5.9% | Added |
| Earnest Partners LLC | 1,761 | $80.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,766 | $80.0K | 0.06% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,766 | $80.0K | 0.01% | +44+2.6% | Added |
| Strategic Blueprint, LLC | 1,772 | $80.0K | 0.01% | +1,772 | New |
| Gables Capital Management Inc. | 1,800 | $82.0K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,800 | $82.0K | 0.05% | +300+20.0% | Added |
| Sonora Investment Management, LLC | 1,829 | $83.0K | 0.01% | −9,730−84.2% | Reduced |
| Resolute Partners Group | 1,704 | $83.0K | 0.01% | +677+65.9% | Added |
| Financial Perspectives, Inc | 1,860 | $84.2K | 0.04% | −70,810−97.4% | Reduced |
| Endurance Wealth Management, Inc. | 1,885 | $85.0K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,881 | $85.0K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,931 | $87.0K | 0.04% | +77+4.2% | Added |
| Bogart Wealth, LLC | 1,921 | $87.0K | 0.01% | +400+26.3% | Added |
| Eukles Asset Management | 1,918 | $87.0K | 0.05% | +1,269+195.5% | Added |
| Gradient Investments LLC | 1,962 | $89.0K | 0.00% | −5,848−74.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $90.6K | 0.11% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,021 | $91.8K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 2,050 | $93.0K | 0.06% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,100 | $95.0K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,097 | $95.0K | 0.03% | +10.0% | Added |
| Rosenberg Matthew Hamilton | 2,133 | $97.0K | 0.05% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,271 | $103.0K | 0.01% | −3,300−59.2% | Reduced |
| Clearview Wealth Advisors LLC | 2,302 | $104.0K | 0.06% | +2+0.1% | Added |
| Modus Advisors, LLC | 2,305 | $104.0K | 0.04% | +2,305 | New |
| Security National Trust Co | 2,319 | $105.0K | 0.02% | −275−10.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,326 | $105.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,389 | $108.2K | 0.05% | +23+1.0% | Added |
| DB Wealth Management Group, LLC | 2,410 | $109.0K | 0.07% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,433 | $110.2K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,452 | $111.0K | 0.01% | −8−0.3% | Reduced |
| West Paces Advisors Inc. | 2,455 | $111.2K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2,477 | $112.0K | 0.04% | −244−9.0% | Reduced |
| Massmutual Trust Co FSB | 2,464 | $112.0K | 0.00% | +699+39.6% | Added |
| LeJeune Puetz Investment Counsel LLC | 2,475 | $112.0K | 0.04% | +2,475 | New |
| Sargent Bickham Lagudis LLC | 2,511 | $114.0K | 0.01% | +274+12.2% | Added |
| D'Orazio & Associates, Inc. | 2,561 | $116.0K | 0.03% | +10.0% | Added |
| Acima Private Wealth, LLC | 2,572 | $116.0K | 0.05% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,605 | $118.0K | 0.02% | +2,605 | New |
| TCI Wealth Advisors, Inc. | 2,669 | $121.0K | 0.02% | +14+0.5% | Added |
| Simon Quick Advisors, LLC | 2,735 | $123.0K | 0.03% | −559−17.0% | Reduced |
| Column Capital Advisors, LLC | 2,729 | $124.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,737 | $124.0K | 0.08% | +10.0% | Added |
| Clear Investment Research, LLC | 2,734 | $124.0K | 0.21% | +958+53.9% | Added |
| Vigilant Capital Management, LLC | 2,794 | $127.0K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,836 | $128.0K | 0.02% | +80+2.9% | Added |
| Clean Yield Group | 2,848 | $129.0K | 0.05% | +2,848 | New |
| Loomis Sayles & Co L P | 2,879 | $130.0K | 0.00% | +2,180+311.9% | Added |
| CNB Bank | 2,952 | $134.0K | 0.08% | −159−5.1% | Reduced |
| Capstone Investment Advisors, LLC | 3,053 | $138.0K | 0.00% | −16,004−84.0% | Reduced |
| Prentice Wealth Management LLC | 3,051 | $138.0K | 0.07% | 00.0% | Unchanged |
| Ironwood Financial, llc | 3,097 | $140.0K | 0.04% | −53−1.7% | Reduced |
| FourThought Financial, LLC | 3,130 | $141.0K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 3,221 | $146.0K | 0.05% | +2+0.1% | Added |
| Brewin Dolphin Wealth Management Ltd | 3,276 | $148.4K | 0.02% | +339+11.5% | Added |
| Parkside Financial Bank & Trust | 3,325 | $151.0K | 0.04% | −390−10.5% | Reduced |
| Syverson Strege & Co | 3,384 | $153.0K | 0.14% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,433 | $155.0K | 0.02% | −494−12.6% | Reduced |
| Arlington Partners LLC | 3,420 | $155.0K | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3,414 | $155.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,476 | $157.0K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3,504 | $159.0K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 3,503 | $159.0K | 0.12% | +151+4.5% | Added |
| Sierra Capital LLC | 3,643 | $165.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,650 | $166.0K | 0.02% | −249−6.4% | Reduced |
| Aspire Private Capital, LLC | 3,673 | $166.0K | 0.05% | −19−0.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,656 | $166.0K | 0.04% | +55+1.5% | Added |
| Aua Capital Management, LLC | 3,682 | $167.0K | 0.10% | −1,000−21.4% | Reduced |