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 |
|---|---|---|---|---|---|
| First Command Bank | 3,746 | $169.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 3,746 | $169.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,833 | $174.0K | 0.06% | +944+32.7% | Added |
| Professional Financial Advisors, LLC | 3,949 | $177.0K | 0.10% | +8+0.2% | Added |
| WealthShield Partners, LLC | 3,905 | $177.0K | 0.03% | +770+24.6% | Added |
| Creative Financial Designs Inc | 3,953 | $179.0K | 0.03% | −82−2.0% | Reduced |
| Howe & Rusling Inc | 3,981 | $180.0K | 0.02% | −6−0.2% | Reduced |
| Bedel Financial Consulting, Inc. | 4,013 | $182.0K | 0.06% | +6+0.1% | Added |
| Edge Wealth Management LLC | 4,050 | $183.0K | 0.04% | −2,752−40.5% | Reduced |
| JJJ Advisors Inc. | 4,048 | $183.0K | 0.07% | +180+4.7% | Added |
| Trustcore Financial Services, LLC | 4,071 | $184.0K | 0.02% | +10.0% | Added |
| Evermay Wealth Management LLC | 4,072 | $184.0K | 0.03% | +4,072 | New |
| QVR LLC | 4,094 | $185.0K | 0.47% | +4,094 | New |
| Alpha Paradigm Partners, LLC | 4,096 | $186.0K | 0.07% | +4,096 | New |
| Atlas Capital Advisors LLC | 4,136 | $187.3K | 0.03% | +136+3.4% | Added |
| Sugarloaf Wealth Management, LLC | 4,141 | $188.0K | 0.05% | +74+1.8% | Added |
| Tradewinds Capital Management, LLC | 4,158 | $188.0K | 0.03% | +604+17.0% | Added |
| City Holding Co | 4,211 | $191.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,232 | $192.0K | 0.05% | −49−1.1% | Reduced |
| Fieldpoint Private Securities, LLC | 3,884 | $193.0K | 0.04% | +500+14.8% | Added |
| American Research & Management Co. | 4,350 | $197.0K | 0.04% | −250−5.4% | Reduced |
| Seeyond | 4,364 | $197.0K | 0.02% | +20+0.5% | Added |
| Reilly Financial Advisors, LLC | 4,370 | $198.0K | 0.02% | −10.0% | Reduced |
| Carolinas Wealth Consulting LLC | 4,380 | $198.0K | 0.04% | +602+15.9% | Added |
| Arcadia Investment Management Corp | 4,393 | $199.0K | 0.04% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 4,409 | $199.0K | 0.10% | +36+0.8% | Added |
| Salomon & Ludwin, LLC | 4,423 | $200.0K | 0.03% | +4,423 | New |
| Modera Wealth Management, LLC | 4,446 | $201.0K | 0.01% | +4,446 | New |
| Wealth Alliance Advisory Group, LLC | 4,433 | $201.0K | 0.10% | +4,433 | New |
| Affinity Capital Advisors, LLC | 4,447 | $201.0K | 0.07% | +4,447 | New |
| Hudson Valley Investment Advisors Inc | 4,465 | $202.0K | 0.04% | +4,465 | New |
| Silvant Capital Management LLC | 4,523 | $205.0K | 0.03% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 4,525 | $205.0K | 0.12% | +4,525 | New |
| Rockbridge Investment Management, LCC | 4,549 | $206.0K | 0.03% | −692−13.2% | Reduced |
| Hall Laurie J Trustee | 4,547 | $206.0K | 0.08% | −42−0.9% | Reduced |
| Verus Financial Partners, Inc. | 4,589 | $206.0K | 0.03% | +4,589 | New |
| Integrated Investment Consultants, LLC | 4,573 | $207.0K | 0.06% | +4,573 | New |
| Certified Advisory Corp | 4,586 | $208.0K | 0.05% | −1,719−27.3% | Reduced |
| Ellenbecker Investment Group | 4,603 | $208.0K | 0.07% | +4,603 | New |
| Community Trust & Investment Co | 4,619 | $209.0K | 0.02% | +4,619 | New |
| Catalyst Capital Advisors LLC | 4,615 | $209.0K | 0.01% | +4,615 | New |
| Northstar Group, Inc. | 4,599 | $209.0K | 0.05% | +4,599 | New |
| Bordeaux Wealth Advisors LLC | 4,625 | $209.0K | 0.12% | +4,625 | New |
| Whalerock Point Partners, LLC | 4,640 | $210.1K | 0.08% | +4,640 | New |
| Hurlow Wealth Management Group, Inc. | 4,655 | $211.0K | 0.14% | −3,085−39.9% | Reduced |
| Select Asset Management & Trust | 4,661 | $211.0K | 0.12% | −750−13.9% | Reduced |
| Hoese & Co LLP | 4,662 | $211.0K | 0.24% | +450+10.7% | Added |
| Wealthquest Corp | 4,678 | $211.0K | 0.04% | +4,678 | New |
| Formidable Asset Management, LLC | 4,660 | $212.0K | 0.05% | −6,465−58.1% | Reduced |
| Plimoth Trust Co LLC | 4,680 | $212.0K | 0.06% | −1,261−21.2% | Reduced |
| Premier Asset Management LLC | 4,702 | $213.0K | 0.03% | +4,702 | New |
| Copperwynd Financial, LLC | 4,699 | $213.0K | 0.09% | +4,699 | New |
| Advisor Resource Council | 4,717 | $214.0K | 0.02% | +4,717 | New |
| Smith, Salley & Associates | 4,756 | $215.0K | 0.02% | +4,756 | New |
| Financial Advisory Group | 4,742 | $215.0K | 0.05% | +4,742 | New |
| Biltmore Capital Advisors LLC | 4,749 | $215.0K | 0.04% | +4,749 | New |
| Private Capital Management LLC | 4,779 | $216.0K | 0.10% | +4,779 | New |
| West Oak Capital, LLC | 4,800 | $217.0K | 0.09% | 00.0% | Unchanged |
| United Bank | 4,819 | $218.0K | 0.03% | −1,400−22.5% | Reduced |
| Golden State Wealth Management, LLC | 4,820 | $218.0K | 0.05% | +4,820 | New |
| Means Investment Co., Inc. | 4,837 | $219.0K | 0.04% | +4,837 | New |
| Prime Capital Investment Advisors, LLC | 4,844 | $219.0K | 0.01% | +4,844 | New |
| Hantz Financial Services, Inc. | 4,883 | $221.0K | 0.01% | −110,480−95.8% | Reduced |
| Equitable Trust Co | 4,868 | $221.0K | 0.01% | −500−9.3% | Reduced |
| Waters Parkerson & Co., LLC | 4,883 | $221.0K | 0.01% | +4,883 | New |
| WESPAC Advisors, LLC | 4,879 | $221.0K | 0.42% | +4,879 | New |
| Lyell Wealth Management, LP | 4,891 | $221.0K | 0.03% | +4,891 | New |
| 55I, LLC | 4,879 | $221.0K | 0.01% | +4,879 | New |
| Tranquilli Financial Advisor LLC | 4,892 | $222.0K | 0.17% | +4,892 | New |
| Old Mission Investment Co LLC | 4,905 | $222.2K | 0.09% | −1,213−19.8% | Reduced |
| Wolff Wiese Magana LLC | 4,914 | $223.0K | 0.16% | +714+17.0% | Added |
| Fagan Associates, Inc. | 8,541 | $223.0K | 0.05% | +8,541 | New |
| Chesapeake Wealth Management | 4,928 | $223.0K | 0.07% | +4,928 | New |
| Oxbow Advisors, LLC | 4,978 | $225.0K | 0.02% | +4,978 | New |
| Flossbach Von Storch AG | 4,970 | $225.0K | 0.00% | +4,970 | New |
| Cito Capital Group, LLC | 5,000 | $226.0K | 0.10% | 00.0% | Unchanged |
| Puzo Michael J | 5,000 | $226.0K | 0.07% | +5,000 | New |
| Hourglass Capital, LLC | 5,000 | $226.0K | 0.05% | +5,000 | New |
| FinTrust Capital Advisors, LLC | 5,026 | $228.0K | 0.06% | +899+21.8% | Added |
| Acropolis Investment Management, LLC | 5,065 | $229.0K | 0.02% | −859−14.5% | Reduced |
| Dark Forest Capital Management LP | 5,053 | $229.0K | 0.10% | +5,053 | New |
| Burt Wealth Advisors | 5,070 | $230.0K | 0.08% | +5,070 | New |
| Evolution Wealth Advisors, LLC | 5,108 | $231.0K | 0.05% | +4,800+1,558.4% | Added |
| Buckhead Capital Management LLC | 5,099 | $231.0K | 0.05% | +5,099 | New |
| Capstone Financial Advisors, Inc. | 5,125 | $232.0K | 0.02% | +5,125 | New |
| Aspireon Wealth Advisors | 5,114 | $232.0K | 0.15% | +5,114 | New |
| Newman Dignan & Sheerar, Inc. | 5,140 | $233.0K | 0.08% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 5,157 | $234.0K | 0.14% | −1,043−16.8% | Reduced |
| Asset Management Corp | 5,172 | $234.0K | 0.15% | −402−7.2% | Reduced |
| Nations Financial Group Inc, | 5,169 | $234.0K | 0.04% | +5,169 | New |
| Northern Oak Wealth Management Inc | 5,199 | $235.0K | 0.03% | −1,065−17.0% | Reduced |
| Bryn Mawr Trust Co | 5,196 | $235.0K | 0.01% | −875−14.4% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 5,190 | $235.0K | 0.03% | −700−11.9% | Reduced |
| Coastline Trust Co | 5,221 | $236.0K | 0.03% | 00.0% | Unchanged |
| Glenview State Bank Trust Dept. | 5,210 | $236.0K | 0.07% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 5,218 | $236.0K | 0.00% | +5,218 | New |
| Gratus Capital LLC | 5,243 | $237.0K | 0.03% | −799−13.2% | Reduced |
| Monument Capital Management | 5,224 | $237.0K | 0.08% | +5,224 | New |
| Matrix Private Capital Group LLC | 5,266 | $238.0K | 0.13% | −210−3.8% | Reduced |
| Polar Asset Management Partners Inc. | 5,260 | $238.0K | 0.00% | +5,260 | New |