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 |
|---|---|---|---|---|---|
| Constitution Capital LLC | 5,300 | $240.0K | 0.15% | 00.0% | Unchanged |
| Hardy Reed LLC | 5,324 | $241.0K | 0.04% | −1,337−20.1% | Reduced |
| Capital CS Group, LLC | 5,322 | $241.0K | 0.20% | +5,322 | New |
| Valtinson Bruner Financial Planning LLC | 5,367 | $242.0K | 0.14% | +4+0.1% | Added |
| Bank of Nova Scotia Trust Co | 5,343 | $242.0K | 0.02% | −140−2.6% | Reduced |
| Samalin Investment Counsel, LLC | 5,371 | $243.0K | 0.16% | −2,102−28.1% | Reduced |
| Summit Global Investments | 5,366 | $243.0K | 0.01% | −100−1.8% | Reduced |
| Cahill Financial Advisors Inc | 5,372 | $243.0K | 0.05% | +5,372 | New |
| Keebeck Wealth Management, LLC | 5,419 | $245.0K | 0.04% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,417 | $245.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,417 | $245.0K | 0.18% | +1,680+45.0% | Added |
| Pecaut & Co. | 5,400 | $245.0K | 0.16% | +5,400 | New |
| Curated Wealth Partners LLC | 5,407 | $245.0K | 0.13% | +5,407 | New |
| Texas Yale Capital Corp. | 5,434 | $246.0K | 0.01% | −1,000−15.5% | Reduced |
| Johanson Financial Advisors, Inc. | 5,467 | $246.0K | 0.08% | −59−1.1% | Reduced |
| Atlas Brown,Inc. | 5,437 | $246.0K | 0.11% | 00.0% | Unchanged |
| REDW Wealth LLC | 5,421 | $246.0K | 0.08% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,430 | $246.0K | 0.02% | +4,000+279.7% | Added |
| Green Harvest Asset Management LLC | 5,459 | $247.0K | 0.05% | +56+1.0% | Added |
| Zions Bancorporation, N.A. | 5,482 | $248.0K | 0.02% | −1,087−16.5% | Reduced |
| Comerica Securities,inc. | 5,502 | $249.0K | 0.02% | −924−14.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 5,500 | $249.0K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 5,500 | $249.0K | 0.05% | +5,500 | New |
| Baker Boyer National Bank | 6,354 | $249.0K | 0.13% | +6,354 | New |
| HC Financial Advisors Inc | 5,516 | $250.0K | 0.15% | −1,378−20.0% | Reduced |
| All Terrain Financial Advisors, LLC | 5,550 | $251.0K | 0.12% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,545 | $251.0K | 0.03% | +5,545 | New |
| Berman Capital Advisors, LLC | 5,571 | $252.0K | 0.04% | +2,425+77.1% | Added |
| Sutton Wealth Advisors Inc. | 5,581 | $252.8K | 0.09% | +32+0.6% | Added |
| MTM Investment Management, LLC | 5,609 | $254.0K | 0.13% | −27−0.5% | Reduced |
| Machina Capital S.A.S. | 5,600 | $254.0K | 0.43% | +5,600 | New |
| Atlantic Union Bankshares Corp | 5,636 | $255.0K | 0.02% | −267−4.5% | Reduced |
| Norway Savings Bank | 5,639 | $255.0K | 0.12% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 5,656 | $256.0K | 0.04% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 5,701 | $258.0K | 0.02% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 5,689 | $258.0K | 0.06% | +420+8.0% | Added |
| Pensionmark Financial Group, LLC | 5,778 | $259.0K | 0.06% | −1,586−21.5% | Reduced |
| First Heartland Consultants, Inc. | 5,727 | $259.0K | 0.04% | +189+3.4% | Added |
| Charter Trust Co | 5,735 | $260.0K | 0.02% | −91−1.6% | Reduced |
| Mosaic Family Wealth, LLC | 5,789 | $262.0K | 0.08% | −544−8.6% | Reduced |
| Redwood Investment Management, LLC | 5,785 | $262.0K | 0.04% | +5,785 | New |
| Hobart Private Capital, LLC | 5,803 | $262.8K | 0.11% | −29−0.5% | Reduced |
| Sand Hill Global Advisors, LLC | 5,812 | $263.0K | 0.02% | +149+2.6% | Added |
| Security National Bank of Sioux City Iowa | 5,891 | $267.0K | 0.21% | −1,799−23.4% | Reduced |
| Legacy Financial Advisors, Inc. | 5,901 | $267.0K | 0.07% | +289+5.1% | Added |
| Ibex Investors LLC | 5,916 | $268.0K | 0.16% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,912 | $268.0K | 0.01% | +300+5.3% | Added |
| Ullmann Financial Group, Inc. | 5,934 | $269.0K | 0.11% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 5,950 | $269.0K | 0.14% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,956 | $270.0K | 0.15% | −1,403−19.1% | Reduced |
| Park National Corp | 6,004 | $272.0K | 0.01% | −104−1.7% | Reduced |
| Welch Group, LLC | 6,033 | $273.0K | 0.02% | +200+3.4% | Added |
| Destination Wealth Management | 6,040 | $274.0K | 0.01% | +6,040 | New |
| Vaughan David Investments LLC | 6,066 | $275.0K | 0.01% | −2,630−30.2% | Reduced |
| Old Dominion Capital Management Inc | 6,080 | $275.0K | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,069 | $275.0K | 0.05% | +11+0.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 6,069 | $275.0K | 0.18% | +6,069 | New |
| Cypress Capital Group | 6,097 | $276.0K | 0.04% | −84−1.4% | Reduced |
| Phoenix Wealth Advisors | 6,362 | $277.0K | 0.20% | 00.0% | Unchanged |
| Banco Santander, S.A. | 6,140 | $278.0K | 0.00% | −29,628−82.8% | Reduced |
| Ambassador Advisors, LLC | 6,147 | $278.0K | 0.06% | +80+1.3% | Added |
| Glen Eagle Advisors, LLC | 6,171 | $279.5K | 0.09% | +2,651+75.3% | Added |
| Campion Asset Management LLC | 6,180 | $280.0K | 0.23% | 00.0% | Unchanged |
| Amarillo National Bank | 6,179 | $280.0K | 0.08% | +6,179 | New |
| BNC Wealth Management, LLC | 6,210 | $281.0K | 0.17% | 00.0% | Unchanged |
| Rock Creek Group, LP | 6,212 | $281.0K | 0.04% | +875+16.4% | Added |
| Papp L Roy & Associates | 6,198 | $281.0K | 0.04% | +6,198 | New |
| Altavista Wealth Management, Inc. | 6,218 | $282.0K | 0.06% | −500−7.4% | Reduced |
| Clarkston Capital Partners, LLC | 6,220 | $282.0K | 0.01% | −290−4.5% | Reduced |
| Traynor Capital Management, Inc. | 6,264 | $282.0K | 0.04% | +1,032+19.7% | Added |
| Sandy Spring Bank | 6,259 | $283.0K | 0.01% | −131−2.1% | Reduced |
| Dividend Assets Capital, LLC | 6,260 | $284.0K | 0.06% | 00.0% | Unchanged |
| Patten & Patten Inc | 6,282 | $285.0K | 0.02% | −1,411−18.3% | Reduced |
| Telemus Capital, LLC | 6,305 | $286.0K | 0.02% | −5,298−45.7% | Reduced |
| Kesler, Norman & Wride, LLC | 6,247 | $287.0K | 0.07% | −2,307−27.0% | Reduced |
| Valmark Advisers, Inc. | 6,347 | $287.0K | 0.01% | −71−1.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 6,334 | $287.0K | 0.07% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 6,349 | $288.0K | 0.06% | −986−13.4% | Reduced |
| Aptus Capital Advisors, LLC | 6,380 | $289.0K | 0.01% | +72+1.1% | Added |
| CVA Family Office, LLC | 6,392 | $289.0K | 0.08% | +1,275+24.9% | Added |
| Brave Asset Management Inc | 6,401 | $290.0K | 0.09% | −1,386−17.8% | Reduced |
| Prestige Wealth Management Group LLC | 6,435 | $291.0K | 0.08% | +2,288+55.2% | Added |
| Independence Bank of Kentucky | 6,475 | $293.0K | 0.13% | −1,400−17.8% | Reduced |
| Van Cleef Asset Management,Inc | 6,473 | $293.0K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 6,444 | $293.0K | 0.05% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 6,514 | $295.0K | 0.07% | −51,242−88.7% | Reduced |
| Tempus Wealth Planning, LLC | 6,523 | $295.0K | 0.20% | 00.0% | Unchanged |
| Family Firm, Inc. | 6,612 | $299.0K | 0.08% | −177−2.6% | Reduced |
| Security Asset Management | 6,600 | $299.0K | 0.12% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 6,637 | $301.0K | 0.07% | −650−8.9% | Reduced |
| Sky Investment Group LLC | 6,641 | $301.0K | 0.07% | −100−1.5% | Reduced |
| Calton & Associates, Inc. | 6,655 | $302.0K | 0.06% | −1,728−20.6% | Reduced |
| Moloney Securities Asset Management, LLC | 6,658 | $302.0K | 0.05% | −905−12.0% | Reduced |
| Pinnacle Bancorp, Inc. | 6,673 | $302.0K | 0.14% | −223−3.2% | Reduced |
| Levin Capital Strategies, L.P. | 6,677 | $302.0K | 0.03% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 6,658 | $302.0K | 0.05% | +1,148+20.8% | Added |
| Arete Wealth Advisors, LLC | 9,546 | $303.0K | 0.04% | −3,875−28.9% | Reduced |
| Strategic Advisors LLC | 6,700 | $303.0K | 0.08% | −1,000−13.0% | Reduced |
| Hayek Kallen Investment Management | 6,688 | $303.0K | 0.13% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,710 | $304.0K | 0.15% | −165−2.4% | Reduced |