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 |
|---|---|---|---|---|---|
| Janney Capital Management LLC | 8,171 | $370.0K | 0.02% | −152−1.8% | Reduced |
| First Citizens Financial Corp | 8,173 | $370.0K | 0.28% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 8,205 | $372.0K | 0.06% | +20.0% | Added |
| Traphagen Investment Advisors LLC | 8,246 | $373.5K | 0.06% | −88−1.1% | Reduced |
| Acorn Wealth Advisors, LLC | 8,264 | $374.0K | 0.26% | −849−9.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 8,249 | $374.0K | 0.09% | +527+6.8% | Added |
| Mycio Wealth Partners, LLC | 8,283 | $375.0K | 0.15% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 8,299 | $376.0K | 0.06% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 8,291 | $376.0K | 0.04% | +1,192+16.8% | Added |
| Titus Wealth Management | 8,397 | $380.0K | 0.21% | +2,250+36.6% | Added |
| Bollard Group LLC | 8,429 | $382.0K | 0.01% | +8,400+28,965.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 8,455 | $383.0K | 0.02% | +8,455 | New |
| PNC Managed Account Solutions, Inc. | 8,452 | $383.0K | 0.08% | +8,452 | New |
| Bailard, Inc. | 8,505 | $385.0K | 0.01% | +3,189+60.0% | Added |
| Mechanics Bank Trust Department | 8,525 | $386.0K | 0.06% | −2,000−19.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 8,533 | $386.0K | 0.03% | +3,205+60.2% | Added |
| Wolverine Asset Management LLC | 8,564 | $387.0K | 0.00% | +4,090+91.4% | Added |
| Capital Asset Advisory Services LLC | 8,567 | $388.0K | 0.04% | −13,269−60.8% | Reduced |
| Schulhoff & Co Inc | 8,584 | $388.0K | 0.17% | 00.0% | Unchanged |
| First Personal Financial Services | 8,577 | $388.0K | 0.10% | +350+4.3% | Added |
| 20/20 Capital Management, Inc. | 8,596 | $389.0K | 0.10% | +1,385+19.2% | Added |
| Wealth Architects, LLC | 8,620 | $390.0K | 0.08% | +3,070+55.3% | Added |
| MCF Advisors LLC | 8,641 | $391.0K | 0.04% | +469+5.7% | Added |
| Old North State Trust, LLC | 8,683 | $393.0K | 0.30% | −1,017−10.5% | Reduced |
| Denali Advisors LLC | 8,700 | $394.0K | 0.15% | −34,500−79.9% | Reduced |
| Arbor Investment Advisors, LLC | 8,706 | $394.0K | 0.08% | −2,959−25.4% | Reduced |
| Tributary Capital Management, LLC | 8,700 | $394.0K | 0.03% | −400−4.4% | Reduced |
| Royal Fund Management, LLC | 8,800 | $398.0K | 0.07% | +163+1.9% | Added |
| River Wealth Advisors LLC | 8,811 | $399.0K | 0.07% | +30.0% | Added |
| Heritage Investors Management Corp | 8,840 | $400.0K | 0.02% | −11,035−55.5% | Reduced |
| Iron Horse Wealth Management, LLC | 8,834 | $400.0K | 0.26% | −150−1.7% | Reduced |
| Spectrum Management Group, LLC | 8,885 | $402.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,909 | $403.0K | 0.05% | +8,909 | New |
| Grove Bank & Trust | 8,922 | $404.0K | 0.09% | −60−0.7% | Reduced |
| Lindbrook Capital, LLC | 8,914 | $404.0K | 0.09% | +94+1.1% | Added |
| Marcum Wealth, LLC | 8,923 | $404.0K | 0.07% | +990+12.5% | Added |
| Institute for Wealth Management, LLC. | 8,968 | $406.0K | 0.07% | −16,970−65.4% | Reduced |
| Good Life Advisors, LLC | 8,961 | $406.0K | 0.08% | −928−9.4% | Reduced |
| Motco | 8,955 | $406.0K | 0.03% | +316+3.7% | Added |
| DRW Securities, LLC | 8,962 | $406.0K | 0.05% | +8,962 | New |
| Pin Oak Investment Advisors Inc | 8,994 | $407.0K | 0.41% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 8,980 | $407.0K | 0.25% | +511+6.0% | Added |
| Nichols & Pratt Advisers LLP | 9,000 | $408.0K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 9,066 | $410.0K | 0.19% | −4,092−31.1% | Reduced |
| First Pacific Financial | 9,062 | $410.0K | 0.23% | −976−9.7% | Reduced |
| Jacobs & Co | 9,070 | $410.0K | 0.05% | −150−1.6% | Reduced |
| Heron Financial Group, LLC | 9,048 | $410.0K | 0.23% | 00.0% | Unchanged |
| AXS Investments LLC | 9,076 | $411.0K | 0.13% | +522+6.1% | Added |
| Proficio Capital Partners LLC | 9,075 | $411.0K | 0.05% | +3,833+73.1% | Added |
| Piscataqua Savings Bank | 9,115 | $412.0K | 0.35% | −616−6.3% | Reduced |
| First PREMIER Bank | 9,069 | $412.0K | 0.12% | −444−4.7% | Reduced |
| Providence Capital Advisors, LLC | 9,094 | $412.0K | 0.13% | +1,121+14.1% | Added |
| Smith, Moore & Co. | 9,148 | $414.0K | 0.06% | −1,190−11.5% | Reduced |
| Enterprise Financial Services Corp | 9,110 | $414.0K | 0.07% | +6,292+223.3% | Added |
| Financial Advocates Investment Management | 9,208 | $417.0K | 0.03% | −929−9.2% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 9,213 | $417.0K | 0.10% | +33+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 9,206 | $417.0K | 0.10% | +1,757+23.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 9,209 | $417.0K | 0.04% | +9,209 | New |
| Contravisory Investment Management, Inc. | 9,259 | $419.0K | 0.12% | 00.0% | Unchanged |
| Lipe & Dalton | 9,250 | $419.0K | 0.22% | +700+8.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 9,258 | $419.0K | 0.03% | +797+9.4% | Added |
| Ridgecrest Wealth Partners, LLC | 9,302 | $421.0K | 0.26% | +9,302 | New |
| Cim Investment Mangement Inc | 9,315 | $422.0K | 0.13% | −51−0.5% | Reduced |
| Silicon Valley Capital Partners | 9,312 | $422.0K | 0.08% | +2,211+31.1% | Added |
| Northwest Wealth Management, LLC | 9,350 | $423.0K | 0.22% | −35−0.4% | Reduced |
| S.A. Mason LLC | 9,344 | $423.0K | 0.29% | 00.0% | Unchanged |
| Exeter Financial, LLC | 9,500 | $428.0K | 0.25% | 00.0% | Unchanged |
| Woodstock Corp | 9,504 | $430.0K | 0.05% | +230+2.5% | Added |
| Colonial Trust Advisors | 9,517 | $431.0K | 0.05% | −1,310−12.1% | Reduced |
| SNS Financial Group, LLC | 9,525 | $431.0K | 0.06% | +826+9.5% | Added |
| Court Place Advisors, LLC | 9,543 | $432.0K | 0.13% | −200−2.1% | Reduced |
| Texas Capital Bancshares Inc | 9,613 | $435.0K | 0.32% | −239−2.4% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $435.0K | 0.11% | 00.0% | Unchanged |
| Claar Advisors LLC | 9,600 | $435.0K | 0.13% | +9,600 | New |
| First National Bank of Hutchinson | 9,668 | $438.0K | 0.23% | −200−2.0% | Reduced |
| Baldwin Brothers Inc | 9,700 | $439.0K | 0.05% | 00.0% | Unchanged |
| Cooper Financial Group | 9,731 | $441.0K | 0.09% | +97+1.0% | Added |
| S. R. Schill & Associates | 9,760 | $442.0K | 0.18% | −1,506−13.4% | Reduced |
| Monticello Wealth Management, LLC | 9,758 | $442.0K | 0.04% | −370−3.7% | Reduced |
| IFG Advisory, LLC | 9,764 | $442.0K | 0.05% | −193−1.9% | Reduced |
| Osterweis Capital Management Inc | 9,755 | $442.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 9,749 | $442.0K | 0.11% | +20.0% | Added |
| Bingham Osborn & Scarborough LLC | 9,760 | $442.0K | 0.03% | +2,508+34.6% | Added |
| Capital One Financial Corp | 9,755 | $442.0K | 0.05% | +3,692+60.9% | Added |
| Lake Street Advisors Group, LLC | 8,681 | $444.0K | 0.03% | +789+10.0% | Added |
| Range Financial Group LLC | 9,807 | $444.0K | 0.33% | +9,807 | New |
| Quattro Financial Advisors LLC | 10,000 | $445.0K | 0.12% | −54,890−84.6% | Reduced |
| Private Portfolio Partners LLC | 9,853 | $446.3K | 0.13% | −60−0.6% | Reduced |
| Anchor Investment Management, LLC | 9,861 | $446.6K | 0.06% | +1,880+23.6% | Added |
| PSI Advisors, LLC | 9,879 | $447.0K | 0.24% | −5,274−34.8% | Reduced |
| Hollencrest Capital Management | 9,863 | $447.0K | 0.04% | 00.0% | Unchanged |
| Cowa, LLC | 9,864 | $448.0K | 0.28% | −2,700−21.5% | Reduced |
| Quantinno Capital Management LP | 9,892 | $448.0K | 0.51% | 00.0% | Unchanged |
| Caldwell Trust Co | 9,899 | $448.3K | 0.06% | −250−2.5% | Reduced |
| Kore Private Wealth LLC | 9,916 | $449.0K | 0.05% | +968+10.8% | Added |
| Ballentine Partners, LLC | 9,948 | $450.0K | 0.02% | −2,049−17.1% | Reduced |
| Zuckerman Investment Group, LLC | 9,969 | $451.0K | 0.07% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 9,982 | $452.0K | 0.12% | +610+6.5% | Added |
| Mount Yale Investment Advisors, LLC | 10,084 | $457.0K | 0.06% | +10,084 | New |
| Lynch & Associates | 10,144 | $459.0K | 0.12% | −612−5.7% | Reduced |