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 |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 10,160 | $460.0K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10,207 | $462.0K | 0.04% | −850−7.7% | Reduced |
| Greylin Investment Mangement Inc | 10,229 | $463.0K | 0.09% | −11,025−51.9% | Reduced |
| Donaldson Capital Management, LLC | 10,212 | $463.0K | 0.02% | −320−3.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 10,232 | $463.0K | 0.02% | +2,486+32.1% | Added |
| Stephenson National Bank & Trust | 10,248 | $464.0K | 0.30% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,271 | $465.0K | 0.08% | +1,928+23.1% | Added |
| Mission Creek Capital Partners, Inc. | 10,320 | $467.0K | 0.08% | −95−0.9% | Reduced |
| Platform Technology Partners | 10,355 | $469.0K | 0.19% | +10,355 | New |
| Keystone Financial Group | 10,381 | $470.0K | 0.09% | +1,058+11.3% | Added |
| Glenview Trust Co | 10,391 | $471.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10,433 | $473.0K | 0.23% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 10,446 | $473.0K | 0.10% | +50+0.5% | Added |
| Ssi Investment Management LLC | 10,473 | $474.0K | 0.03% | −49−0.5% | Reduced |
| Penserra Capital Management LLC | 10,584 | $479.0K | 0.01% | −1,564−12.9% | Reduced |
| Hanseatic Management Services Inc | 10,566 | $479.0K | 0.90% | +10,566 | New |
| Old West Investment Management, LLC | 10,610 | $480.0K | 0.19% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 10,618 | $481.0K | 0.25% | −104−1.0% | Reduced |
| Wealth Alliance | 10,631 | $481.0K | 0.11% | +841+8.6% | Added |
| Barrett Asset Management, LLC | 10,670 | $483.0K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 10,694 | $484.0K | 0.07% | −703−6.2% | Reduced |
| Oxford Financial Group Ltd | 10,682 | $484.0K | 0.06% | +11+0.1% | Added |
| Fairview Capital Investment Management, LLC | 10,717 | $485.0K | 0.03% | −70−0.6% | Reduced |
| Bragg Financial Advisors, Inc | 10,718 | $485.0K | 0.03% | +928+9.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,729 | $486.0K | 0.12% | −10,104−48.5% | Reduced |
| Financial Advisory Service, Inc. | 10,721 | $486.0K | 0.05% | −89−0.8% | Reduced |
| Annandale Capital, LLC | 10,782 | $488.0K | 0.29% | +20.0% | Added |
| Tiedemann Advisors, LLC | 10,775 | $489.0K | 0.02% | −221−2.0% | Reduced |
| Well Done, LLC | 10,805 | $489.0K | 0.11% | −121−1.1% | Reduced |
| Biltmore Family Office, LLC | 10,799 | $489.0K | 0.14% | 00.0% | Unchanged |
| David Loasby | 10,804 | $489.0K | 0.06% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 10,740 | $489.0K | 0.06% | +5,372+100.1% | Added |
| Chicago Trust Co NA | 10,854 | $491.0K | 0.12% | +192+1.8% | Added |
| First Nebraska Trust Co | 10,853 | $491.5K | 0.06% | −25−0.2% | Reduced |
| Parsons Capital Management Inc | 10,862 | $492.0K | 0.04% | −500−4.4% | Reduced |
| Great Valley Advisor Group, Inc. | 10,955 | $493.0K | 0.04% | +97+0.9% | Added |
| Quantitative Value Technologies, LLC | 10,935 | $495.0K | 0.82% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,950 | $496.0K | 0.05% | −1,650−13.1% | Reduced |
| Ausdal Financial Partners, Inc. | 11,050 | $500.0K | 0.08% | −5,627−33.7% | Reduced |
| Leisure Capital Management | 11,038 | $500.0K | 0.28% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,047 | $500.0K | 0.45% | +322+3.0% | Added |
| London & Capital Asset Management Ltd | 11,059 | $501.0K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 11,106 | $502.0K | 0.15% | −5,211−31.9% | Reduced |
| Engineers Gate Manager LP | 11,160 | $505.0K | 0.03% | −2,556−18.6% | Reduced |
| Prentiss Smith & Co Inc | 11,220 | $508.0K | 0.24% | +199+1.8% | Added |
| Brinker Capital Investments, LLC | 11,207 | $508.0K | 0.01% | +5,472+95.4% | Added |
| Northeast Investment Management | 11,285 | $511.0K | 0.03% | +2,200+24.2% | Added |
| West Family Investments, Inc. | 11,285 | $511.0K | 0.14% | +11,285 | New |
| Terry L. Blaker | 11,330 | $513.0K | 0.03% | −19,737−63.5% | Reduced |
| Beaton Management Co. Inc. | 11,385 | $516.0K | 0.33% | −700−5.8% | Reduced |
| Aj Wealth Strategies, LLC | 11,382 | $516.0K | 0.03% | +30.0% | Added |
| Surevest, LLC | 11,448 | $518.0K | 0.14% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,454 | $519.0K | 0.17% | −492−4.1% | Reduced |
| Vontobel Asset Management Inc | 11,469 | $520.0K | 0.00% | +6,254+119.9% | Added |
| Evergreen Capital Management LLC | 11,495 | $521.0K | 0.02% | +1,445+14.4% | Added |
| Capital Wealth Planning, LLC | 11,539 | $522.0K | 0.01% | +109+1.0% | Added |
| State of Wyoming | 11,579 | $524.0K | 0.33% | +3,347+40.7% | Added |
| West Branch Capital LLC | 11,642 | $527.0K | 0.26% | +4,853+71.5% | Added |
| YorkBridge Wealth Partners, LLC | 11,657 | $528.0K | 0.14% | +533+4.8% | Added |
| Marino, Stram & Associates LLC | 11,657 | $528.0K | 0.14% | +11,657 | New |
| Marietta Investment Partners LLC | 11,708 | $530.0K | 0.12% | −29−0.2% | Reduced |
| Summit Asset Management, LLC | 11,715 | $531.0K | 0.17% | −1,753−13.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 11,740 | $532.0K | 0.14% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 11,867 | $532.0K | 0.07% | +403+3.5% | Added |
| Koshinski Asset Management, Inc. | 11,803 | $535.0K | 0.07% | +2,535+27.4% | Added |
| Aull & Monroe Investment Management Corp | 11,835 | $536.0K | 0.25% | −235−1.9% | Reduced |
| Pacifica Capital Investments, LLC | 11,835 | $536.0K | 0.18% | 00.0% | Unchanged |
| BBR Partners, LLC | 11,974 | $542.0K | 0.04% | −1,241−9.4% | Reduced |
| Montecito Bank & Trust | 12,050 | $546.0K | 0.10% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 12,060 | $546.0K | 0.13% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 12,092 | $548.0K | 0.01% | +171+1.4% | Added |
| Red Door Wealth Management, LLC | 12,110 | $548.0K | 0.21% | +5,930+96.0% | Added |
| Susquehanna International Group Ltd. | 12,182 | $552.0K | 0.19% | +12,182 | New |
| Weil Company, Inc. | 12,209 | $553.0K | 0.28% | +4,900+67.0% | Added |
| Dumont & Blake Investment Advisors LLC | 12,227 | $554.0K | 0.16% | −44−0.4% | Reduced |
| Hexagon Capital Partners LLC | 12,263 | $555.0K | 0.15% | −1,469−10.7% | Reduced |
| StoneX Group Inc. | 12,297 | $557.0K | 0.08% | −3,208−20.7% | Reduced |
| Vident Investment Advisory, LLC | 12,303 | $557.0K | 0.02% | −355−2.8% | Reduced |
| G&S Capital LLC | 12,292 | $557.0K | 0.29% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 12,296 | $557.0K | 0.01% | +406+3.4% | Added |
| MorganRosel Wealth Management, LLC | 12,348 | $559.0K | 0.31% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 12,353 | $559.0K | 0.22% | +2,617+26.9% | Added |
| ACG Wealth | 12,434 | $563.0K | 0.07% | −2,796−18.4% | Reduced |
| Joel Isaacson & Co., LLC | 12,451 | $564.0K | 0.04% | +1,791+16.8% | Added |
| Lumbard & Kellner, LLC | 12,490 | $566.0K | 0.22% | −366−2.8% | Reduced |
| Providence Wealth Advisors, LLC | 12,768 | $566.0K | 0.39% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 12,493 | $566.0K | 0.41% | +26+0.2% | Added |
| Gamble Jones Investment Counsel | 12,570 | $569.0K | 0.04% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 12,599 | $570.0K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 12,641 | $572.0K | 0.25% | +1,939+18.1% | Added |
| Becker Capital Management Inc | 12,660 | $573.0K | 0.02% | +2,474+24.3% | Added |
| Glassman Wealth Services | 12,680 | $574.0K | 0.12% | +372+3.0% | Added |
| Family Legacy, Inc. | 12,800 | $576.0K | 0.26% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 12,725 | $576.0K | 0.05% | +400+3.2% | Added |
| Heritage Wealth Management, LLC | 12,790 | $579.0K | 0.22% | +12,790 | New |
| Axiom Financial Strategies, LLC | 12,796 | $580.0K | 0.27% | +10.0% | Added |
| Legacy Financial Group LLC | 12,809 | $580.0K | 0.18% | +1,171+10.1% | Added |
| Pettyjohn, Wood & White, Inc | 12,836 | $581.0K | 0.13% | −1,619−11.2% | Reduced |
| Optas, LLC | 12,853 | $582.0K | 0.17% | +5,548+75.9% | Added |
| McCarthy Asset Management, Inc. | 12,884 | $584.0K | 0.42% | −1,304−9.2% | Reduced |