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 |
|---|---|---|---|---|---|
| Summit X, LLC | 6,676 | $304.0K | 0.08% | −124−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,707 | $304.0K | 0.02% | +6,707 | New |
| Tectonic Advisors LLC | 6,752 | $306.0K | 0.06% | +873+14.8% | Added |
| First National Bank & Trust Co of Newtown | 6,758 | $307.0K | 0.06% | −706−9.5% | Reduced |
| V Wealth Advisors LLC | 6,735 | $307.0K | 0.05% | +6,735 | New |
| Wealthcare Advisory Partners LLC | 6,818 | $309.0K | 0.02% | −1,866−21.5% | Reduced |
| Indiana Trust & Investment Management CO | 10,231 | $309.0K | 0.17% | +1,913+23.0% | Added |
| Van Strum & Towne Inc. | 6,825 | $309.0K | 0.15% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,817 | $309.0K | 0.17% | +2,000+41.5% | Added |
| LVW Advisors, LLC | 6,818 | $309.0K | 0.05% | +6,818 | New |
| Grandfield & Dodd, LLC | 6,842 | $310.0K | 0.02% | −200−2.8% | Reduced |
| Trust Co of Virginia | 6,938 | $310.0K | 0.03% | +200+3.0% | Added |
| HBW Advisory Services LLC | 6,884 | $312.0K | 0.08% | +550+8.7% | Added |
| John W. Brooker & Co., CPAs | 6,904 | $313.0K | 0.18% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 6,949 | $315.0K | 0.00% | −1,004−12.6% | Reduced |
| Bel Air Investment Advisors LLC | 6,981 | $316.0K | 0.01% | +900+14.8% | Added |
| Jeereddi Investments, LP | 7,006 | $317.0K | 0.27% | −2,994−29.9% | Reduced |
| BigSur Wealth Management LLC | 7,000 | $317.0K | 0.14% | −2,000−22.2% | Reduced |
| Adalta Capital Management LLC | 7,000 | $317.0K | 0.17% | −300−4.1% | Reduced |
| Fruth Investment Management | 7,042 | $318.0K | 0.09% | −200−2.8% | Reduced |
| Front Row Advisors LLC | 6,733 | $318.0K | 0.13% | +440+7.0% | Added |
| Concord Wealth Partners | 7,041 | $319.0K | 0.09% | −1,657−19.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 7,035 | $319.0K | 0.10% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 7,042 | $319.0K | 0.06% | +7,042 | New |
| Ashton Thomas Private Wealth, LLC | 7,078 | $320.6K | 0.05% | +73+1.0% | Added |
| Sanford Advisory Services, LLC | 7,090 | $321.0K | 0.08% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,091 | $321.0K | 0.09% | +7,091 | New |
| Wallace Capital Management Inc. | 7,114 | $322.0K | 0.04% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 7,126 | $322.0K | 0.03% | −440−5.8% | Reduced |
| Flagship Harbor Advisors, LLC | 7,141 | $323.0K | 0.03% | −4,958−41.0% | Reduced |
| ERTS Wealth Advisors, LLC | 7,121 | $323.0K | 0.09% | +609+9.4% | Added |
| Clear Perspective Advisors, LLC | 7,152 | $324.0K | 0.11% | −4,070−36.3% | Reduced |
| Sage Mountain Advisors LLC | 7,150 | $324.0K | 0.05% | +7,150 | New |
| CMG Global Holdings, LLC | 7,170 | $325.0K | 0.25% | −750−9.5% | Reduced |
| Bouchey Financial Group Ltd | 7,187 | $325.0K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 7,174 | $325.0K | 0.05% | +179+2.6% | Added |
| Nwam LLC | 7,168 | $325.0K | 0.03% | +1,501+26.5% | Added |
| Standard Family Office LLC | 7,181 | $325.0K | 0.07% | +2,173+43.4% | Added |
| Chelsea Counsel Co | 7,202 | $326.0K | 0.15% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 7,230 | $327.0K | 0.11% | −779−9.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 7,222 | $327.0K | 0.12% | −157−2.1% | Reduced |
| Gould Asset Management LLC | 7,211 | $327.0K | 0.09% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,244 | $328.0K | 0.03% | −50,765−87.5% | Reduced |
| Balentine LLC | 7,297 | $330.0K | 0.01% | +7,297 | New |
| Exencial Wealth Advisors, LLC | 7,322 | $332.0K | 0.02% | +7,322 | New |
| Laidlaw Wealth Management LLC | 7,326 | $332.0K | 0.09% | +7,326 | New |
| Eclectic Associates Inc | 7,342 | $333.0K | 0.25% | +863+13.3% | Added |
| New Jersey Better Educational Savings Trust | 7,401 | $335.0K | 0.67% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 7,394 | $335.0K | 0.17% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 7,417 | $336.0K | 0.03% | +406+5.8% | Added |
| Plancorp, LLC | 7,464 | $338.0K | 0.03% | −96−1.3% | Reduced |
| US Financial Advisors, LLC | 7,461 | $338.0K | 0.16% | −22−0.3% | Reduced |
| Telemetry Investments, L.L.C. | 7,500 | $340.0K | 0.47% | −9,500−55.9% | Reduced |
| Islay Capital Management, LLC | 7,500 | $340.0K | 0.28% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 7,896 | $341.0K | 0.07% | +30.0% | Added |
| M&R Capital Management Inc | 7,549 | $341.0K | 0.08% | +400+5.6% | Added |
| Vicus Capital | 7,534 | $341.0K | 0.06% | +588+8.5% | Added |
| Humankind Investments LLC | 7,561 | $342.0K | 0.16% | +1,482+24.4% | Added |
| Perennial Investment Advisors, LLC | 7,615 | $345.0K | 0.13% | −862−10.2% | Reduced |
| Reliant Investment Management, LLC | 7,620 | $345.0K | 0.16% | −545−6.7% | Reduced |
| Successful Portfolios LLC | 7,616 | $345.0K | 0.21% | −260−3.3% | Reduced |
| Stelac Advisory Services LLC | 7,609 | $345.0K | 0.08% | +7,609 | New |
| HYA Advisors, Inc | 7,637 | $346.0K | 0.14% | +13+0.2% | Added |
| Founders Financial Alliance, LLC | 7,640 | $347.0K | 0.16% | +114+1.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,665 | $347.0K | 0.02% | +7,665 | New |
| CX Institutional | 7,686 | $348.0K | 0.03% | −2,463−24.3% | Reduced |
| Banque Cantonale Vaudoise | 7,665 | $348.0K | 0.02% | −1,006−11.6% | Reduced |
| E&G Advisors, LP | 0 | $348.0K | 0.09% | −7,688−100.0% | Reduced |
| Harvest Fund Management Co., Ltd | 7,697 | $348.0K | 0.04% | +3,731+94.1% | Added |
| Miller Value Partners, LLC | 7,700 | $349.0K | 0.01% | −5,590−42.1% | Reduced |
| Middleton & Co Inc | 7,761 | $351.0K | 0.04% | +525+7.3% | Added |
| Fort Point Capital Partners LLC | 7,783 | $352.0K | 0.07% | 00.0% | Unchanged |
| Trust Co | 7,778 | $352.0K | 0.25% | +4,403+130.5% | Added |
| Adviser Investments LLC | 7,797 | $353.0K | 0.03% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 7,846 | $355.0K | 0.26% | −213−2.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,858 | $356.0K | 0.07% | −1,013−11.4% | Reduced |
| Westhampton Capital, LLC | 7,850 | $356.0K | 0.23% | −240−3.0% | Reduced |
| Cadence Bank NA | 7,853 | $356.0K | 0.11% | −33−0.4% | Reduced |
| Avion Wealth | 7,863 | $356.0K | 0.11% | 00.0% | Unchanged |
| Private Capital Group, LLC | 7,889 | $357.0K | 0.08% | −980−11.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 7,880 | $357.0K | 0.04% | −324−3.9% | Reduced |
| Arrow Financial Corp | 7,882 | $357.0K | 0.05% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 7,877 | $357.0K | 0.30% | +1,500+23.5% | Added |
| PrairieView Partners, LLC | 7,937 | $359.0K | 0.05% | +244+3.2% | Added |
| Americana Partners, LLC | 7,927 | $359.0K | 0.18% | +7,927 | New |
| Bridge Creek Capital Management LLC | 7,950 | $360.0K | 0.14% | −1,775−18.3% | Reduced |
| James Hambro & Partners | 7,966 | $361.0K | 0.03% | −318−3.8% | Reduced |
| Washington Capital Management Inc | 8,000 | $362.0K | 0.44% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 7,986 | $362.0K | 0.04% | +2,102+35.7% | Added |
| Monetary Management Group Inc | 8,065 | $365.0K | 0.11% | 00.0% | Unchanged |
| Security National Bank of So Dak | 8,050 | $365.0K | 0.28% | +2,519+45.5% | Added |
| Crawford Investment Counsel Inc | 8,087 | $366.0K | 0.01% | −1,275−13.6% | Reduced |
| Boston Trust Walden Corp | 8,093 | $367.0K | 0.00% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 8,100 | $367.0K | 0.01% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 8,100 | $367.0K | 0.47% | +8,100 | New |
| Miracle Mile Advisors, LLC | 8,133 | $368.0K | 0.02% | −1,150−12.4% | Reduced |
| Horst & Graben Wealth Management LLC | 8,137 | $369.0K | 0.10% | +8+0.1% | Added |
| Cedar Brook Financial Partners, LLC | 8,155 | $369.0K | 0.11% | +2,117+35.1% | Added |
| Evanson Asset Management, LLC | 8,176 | $370.0K | 0.04% | −11,073−57.5% | Reduced |
| PBMares Wealth Management LLC | 8,166 | $370.0K | 0.20% | −178−2.1% | Reduced |