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 |
|---|---|---|---|---|---|
| Mid Atlantic Financial Management Inc | 12,916 | $585.0K | 0.04% | −338−2.6% | Reduced |
| Dynamic Advisor Solutions LLC | 12,945 | $586.0K | 0.05% | −3,412−20.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,967 | $587.0K | 0.02% | −1,654−11.3% | Reduced |
| Stokes Family Office, LLC | 12,966 | $587.0K | 0.08% | +131+1.0% | Added |
| X-Square Capital, LLC | 12,968 | $587.0K | 0.28% | +6,492+100.2% | Added |
| Gagnon Securities LLC | 13,056 | $591.0K | 0.08% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 13,056 | $591.0K | 0.25% | −968−6.9% | Reduced |
| Northstar Investment Advisors LLC | 12,938 | $594.0K | 0.08% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13,159 | $596.0K | 0.42% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 13,152 | $596.0K | 0.05% | +70+0.5% | Added |
| Hilltop Holdings Inc. | 13,151 | $596.0K | 0.07% | +3,145+31.4% | Added |
| Claro Advisors LLC | 13,181 | $597.0K | 0.27% | +722+5.8% | Added |
| Burney Co | 13,205 | $598.0K | 0.03% | +150+1.1% | Added |
| Engine No. 1 LLC | 13,214 | $598.0K | 0.16% | +13,214 | New |
| Beach Investment Counsel Inc | 13,239 | $600.0K | 0.05% | −1,000−7.0% | Reduced |
| BTR Capital Management Inc | 13,256 | $600.0K | 0.07% | +1,800+15.7% | Added |
| JFS Wealth Advisors, LLC | 13,336 | $604.0K | 0.09% | −1,756−11.6% | Reduced |
| Investors Financial Group, LLC | 13,373 | $606.0K | 0.33% | −2,745−17.0% | Reduced |
| Garrison Point Advisors, LLC | 13,390 | $606.0K | 0.44% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 13,410 | $607.0K | 0.04% | −7,150−34.8% | Reduced |
| We Are One Seven, LLC | 13,446 | $609.0K | 0.09% | +13,446 | New |
| Nexus Investment Management ULC | 13,470 | $610.0K | 0.06% | −2,500−15.7% | Reduced |
| Weatherly Asset Management L. P. | 13,472 | $610.0K | 0.08% | −1,396−9.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 13,500 | $611.0K | 0.45% | +13,500 | New |
| Iowa State Bank | 13,506 | $612.0K | 0.17% | −740−5.2% | Reduced |
| RGT Wealth Advisors, LLC | 13,545 | $613.0K | 0.11% | −98−0.7% | Reduced |
| Sawgrass Asset Management LLC | 13,535 | $613.0K | 0.05% | 00.0% | Unchanged |
| Alta Capital Management LLC | 13,562 | $614.0K | 0.02% | −2,241−14.2% | Reduced |
| Avestar Capital, LLC | 13,598 | $616.0K | 0.12% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 13,620 | $617.0K | 0.08% | +724+5.6% | Added |
| Sheets Smith Wealth Management | 13,651 | $618.0K | 0.08% | +30.0% | Added |
| Boston Common Asset Management, LLC | 13,655 | $618.0K | 0.03% | +13,655 | New |
| Walled Lake Planning & Wealth Management, LLC | 13,664 | $619.0K | 0.40% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 13,671 | $619.0K | 0.21% | +1,175+9.4% | Added |
| Madison Wealth Management | 13,659 | $619.0K | 0.14% | +1,855+15.7% | Added |
| Buffington Mohr McNeal | 13,708 | $621.0K | 0.12% | −422−3.0% | Reduced |
| Psagot Investment House Ltd. | 13,798 | $625.0K | 0.02% | +931+7.2% | Added |
| Allegiant Private Advisors, LLC | 13,859 | $628.0K | 0.10% | +745+5.7% | Added |
| Fulton Bank, N.A. | 13,903 | $629.0K | 0.03% | +13,903 | New |
| Paloma Partners Management Co | 13,914 | $630.0K | 0.02% | −25,262−64.5% | Reduced |
| Sharkey, Howes & Javer | 13,902 | $630.0K | 0.17% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 13,932 | $631.0K | 0.03% | −3,728−21.1% | Reduced |
| Canandaigua National Corp | 13,979 | $633.0K | 0.10% | −360−2.5% | Reduced |
| Cannell Peter B & Co Inc | 13,980 | $633.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 14,047 | $636.0K | 0.04% | −1,492−9.6% | Reduced |
| Abbrea Capital, LLC | 14,081 | $638.0K | 0.10% | +1,527+12.2% | Added |
| International Assets Investment Management, LLC | 49,275 | $639.0K | 0.12% | −28,675−36.8% | Reduced |
| Tobam | 14,156 | $641.0K | 0.03% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 14,268 | $646.0K | 0.19% | −345−2.4% | Reduced |
| Sciencast Management LP | 14,877 | $650.0K | 0.14% | +14,877 | New |
| First Midwest Bank Trust Division | 14,382 | $651.0K | 0.09% | −794−5.2% | Reduced |
| ARGI Investment Services, LLC | 14,435 | $654.0K | 0.02% | +664+4.8% | Added |
| Mraz, Amerine & Associates, Inc. | 14,505 | $657.0K | 0.18% | 00.0% | Unchanged |
| RB Capital Management, LLC | 14,502 | $657.0K | 0.25% | +482+3.4% | Added |
| Brookstone Capital Management | 15,197 | $657.0K | 0.01% | +5,984+65.0% | Added |
| Stoneridge Investment Partners LLC | 14,521 | $658.0K | 0.32% | −91,501−86.3% | Reduced |
| FineMark National Bank & Trust | 14,526 | $658.0K | 0.03% | +776+5.6% | Added |
| Webster Bank, N. A. | 14,563 | $660.0K | 0.07% | −300−2.0% | Reduced |
| RMB Capital Management, LLC | 14,576 | $660.0K | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 14,603 | $661.0K | 0.34% | +1,200+9.0% | Added |
| AIMZ Investment Advisors, LLC | 14,682 | $665.0K | 0.30% | −75−0.5% | Reduced |
| Fort Pitt Capital Group, LLC | 14,755 | $668.0K | 0.03% | +4,968+50.8% | Added |
| Stonnington Group, LLC | 15,815 | $669.0K | 0.15% | +950+6.4% | Added |
| Shakespeare Wealth Management, Inc. | 13,709 | $669.0K | 0.26% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 14,864 | $673.0K | 0.05% | −391−2.6% | Reduced |
| Colony Group LLC | 14,884 | $674.0K | 0.01% | −79,085−84.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 14,891 | $674.0K | 0.04% | +1,288+9.5% | Added |
| JGP Global Gestao de Recursos Ltda. | 14,929 | $676.0K | 0.23% | −5,815−28.0% | Reduced |
| North Star Investment Management Corp. | 14,979 | $678.0K | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 17,389 | $679.0K | 0.10% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 14,997 | $679.0K | 0.12% | −286−1.9% | Reduced |
| Pacific Center for Financial Services | 15,137 | $686.0K | 0.30% | −216−1.4% | Reduced |
| First Foundation Advisors | 15,144 | $686.0K | 0.03% | +1,887+14.2% | Added |
| Trust Co of Vermont | 15,150 | $686.0K | 0.05% | +2,120+16.3% | Added |
| Warren Averett Asset Management, LLC | 13,728 | $691.0K | 0.06% | +1,461+11.9% | Added |
| IVC Wealth Advisors LLC | 15,287 | $692.0K | 0.49% | +40.0% | Added |
| Q3 Asset Management | 15,364 | $693.0K | 0.34% | +15,364 | New |
| Snowden Capital Advisors LLC | 15,372 | $696.2K | 0.03% | +4,773+45.0% | Added |
| Diligent Investors, LLC | 15,387 | $697.0K | 0.24% | −40,763−72.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 15,390 | $697.0K | 0.45% | −350−2.2% | Reduced |
| 17 Capital Partners, LLC | 15,550 | $704.0K | 0.65% | +15,550 | New |
| LexAurum Advisors, LLC | 15,629 | $708.0K | 0.21% | +2,463+18.7% | Added |
| Harbor Investment Advisory, LLC | 15,657 | $709.0K | 0.10% | −1,030−6.2% | Reduced |
| Doliver Advisors, LP | 15,652 | $709.0K | 0.24% | −91−0.6% | Reduced |
| Archford Capital Strategies, LLC | 15,709 | $711.0K | 0.18% | −3,997−20.3% | Reduced |
| Citizens Financial Group Inc | 15,851 | $718.0K | 0.03% | −1,494−8.6% | Reduced |
| Quest Capital Management Inc | 15,847 | $718.0K | 0.14% | +1,364+9.4% | Added |
| Requisite Capital Management, LLC | 15,905 | $720.0K | 0.12% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 15,911 | $721.0K | 0.11% | −2,280−12.5% | Reduced |
| Coldstream Capital Management Inc | 15,928 | $721.0K | 0.03% | −716−4.3% | Reduced |
| Element Wealth, LLC | 15,922 | $721.0K | 0.56% | +209+1.3% | Added |
| Quantitative Systematic Strategies LLC | 15,974 | $723.0K | 0.25% | −28,351−64.0% | Reduced |
| Altfest L J & Co Inc | 15,963 | $723.0K | 0.16% | −436−2.7% | Reduced |
| Smithfield Trust Co | 16,014 | $725.0K | 0.05% | −3,400−17.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 16,037 | $726.0K | 0.13% | +10,336+181.3% | Added |
| Waddell & Associates, LLC | 16,117 | $730.0K | 0.13% | +16,117 | New |
| Marks Group Wealth Management, Inc | 16,193 | $734.0K | 0.10% | −1,314−7.5% | Reduced |
| Wimmer Associates 1, LLC | 16,216 | $734.0K | 0.43% | −330−2.0% | Reduced |
| Biondo Investment Advisors, LLC | 16,165 | $734.0K | 0.13% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 16,237 | $735.0K | 0.37% | −3,100−16.0% | Reduced |