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 |
|---|---|---|---|---|---|
| GM Advisory Group, Inc. | 16,254 | $736.0K | 0.08% | +40.0% | Added |
| Sippican Capital Advisors | 16,330 | $740.0K | 0.64% | −100−0.6% | Reduced |
| Vista Wealth Management Group, LLC | 16,390 | $742.0K | 0.17% | −1,878−10.3% | Reduced |
| JNBA Financial Advisors | 16,402 | $743.0K | 0.10% | −1,000−5.7% | Reduced |
| Bristlecone Advisors, LLC | 16,430 | $744.0K | 0.10% | +32+0.2% | Added |
| Jacobi Capital Management LLC | 16,484 | $747.0K | 0.10% | −195−1.2% | Reduced |
| Central Trust Co | 16,643 | $754.0K | 0.03% | −6,300−27.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 16,690 | $755.0K | 0.31% | +3,483+26.4% | Added |
| XML Financial, LLC | 16,686 | $756.0K | 0.17% | −29−0.2% | Reduced |
| Tarbox Family Office, Inc. | 16,723 | $757.0K | 0.14% | +1,269+8.2% | Added |
| Sequent Asset Management, LLC | 16,743 | $758.0K | 0.43% | −1,088−6.1% | Reduced |
| Manchester Capital Management LLC | 16,749 | $759.0K | 0.10% | +671+4.2% | Added |
| Quadrant Private Wealth Management, LLC | 16,831 | $762.0K | 0.31% | 00.0% | Unchanged |
| AIA Group Ltd | 17,732 | $763.0K | 0.05% | +17,732 | New |
| Steel Peak Wealth Management LLC | 16,893 | $765.0K | 0.06% | +2,367+16.3% | Added |
| North Star Asset Management Inc | 16,933 | $767.0K | 0.04% | −30−0.2% | Reduced |
| Western Wealth Management, LLC | 16,943 | $773.0K | 0.08% | −810−4.6% | Reduced |
| Hutner Capital Management Inc | 17,114 | $775.0K | 0.50% | −110−0.6% | Reduced |
| Personal Capital Advisors Corp | 17,103 | $775.0K | 0.00% | +1,987+13.1% | Added |
| Putnam Investments LLC | 17,404 | $780.0K | 0.00% | −292,790−94.4% | Reduced |
| Hodges Capital Management Inc. | 17,214 | $780.0K | 0.09% | −2,500−12.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 17,245 | $781.0K | 0.23% | −28,768−62.5% | Reduced |
| Sequoia Financial Advisors, LLC | 17,280 | $783.0K | 0.03% | +4,815+38.6% | Added |
| Traverso Chambers Private Wealth Management, LLC | 17,331 | $785.0K | 0.25% | −127−0.7% | Reduced |
| Kovack Advisors, Inc. | 17,345 | $786.0K | 0.09% | +513+3.0% | Added |
| Gryphon Financial Partners LLC | 31,096 | $789.0K | 0.19% | +4,383+16.4% | Added |
| Newport Wealth Strategies, Inc. | 17,474 | $791.0K | 0.46% | +76+0.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 17,604 | $797.0K | 0.31% | +430+2.5% | Added |
| Soltis Investment Advisors LLC | 17,628 | $798.0K | 0.13% | −281−1.6% | Reduced |
| Narwhal Capital Management | 17,637 | $799.0K | 0.10% | −4,034−18.6% | Reduced |
| SkyView Investment Advisors, LLC | 20,476 | $800.0K | 0.37% | 00.0% | Unchanged |
| Bank of the West | 17,660 | $800.0K | 0.08% | −2,144−10.8% | Reduced |
| South State Corp. | 17,708 | $802.0K | 0.07% | +825+4.9% | Added |
| Laird Norton Trust Company, LLC | 17,747 | $803.0K | 0.08% | +3,093+21.1% | Added |
| Summit Financial Group Inc | 17,785 | $805.0K | 0.30% | +11,889+201.6% | Added |
| Tilden Park Management I LLC | 17,809 | $806.0K | 0.71% | 00.0% | Unchanged |
| Golden State Equity Partners | 17,815 | $807.0K | 0.31% | +5,626+46.2% | Added |
| Chicago Capital, LLC | 17,844 | $808.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17,864 | $809.0K | 0.12% | +2,347+15.1% | Added |
| Sterneck Capital Management, LLC | 17,793 | $810.0K | 0.50% | −429−2.4% | Reduced |
| Jones Financial Companies LLLP | 18,005 | $815.0K | 0.00% | −3,656−16.9% | Reduced |
| Zacks Investment Management | 18,082 | $819.0K | 0.01% | −1,409,634−98.7% | Reduced |
| Regents of the University of California | 18,106 | $820.0K | 0.10% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 18,112 | $820.0K | 0.13% | +10,816+148.2% | Added |
| Chilton Capital Management LLC | 18,179 | $823.0K | 0.05% | +3,454+23.5% | Added |
| GHP Investment Advisors, Inc. | 18,186 | $824.0K | 0.07% | +1,783+10.9% | Added |
| Change Path, LLC | 18,198 | $824.0K | 0.05% | +6,429+54.6% | Added |
| Kovitz Investment Group Partners, LLC | 18,284 | $828.0K | 0.02% | −1,935−9.6% | Reduced |
| Integrated Advisors Network LLC | 18,289 | $828.0K | 0.06% | −211−1.1% | Reduced |
| Cambridge Trust Co | 18,339 | $831.0K | 0.03% | +388+2.2% | Added |
| Rathbone Brothers plc | 18,385 | $833.0K | 0.01% | −200−1.1% | Reduced |
| Foresight Wealth Management, LLC | 18,459 | $836.0K | 0.35% | 00.0% | Unchanged |
| Pitcairn Co | 18,471 | $837.0K | 0.06% | −961−4.9% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 18,555 | $840.0K | 0.09% | +347+1.9% | Added |
| Triumph Capital Management | 18,683 | $840.0K | 0.49% | +18,683 | New |
| Asahi Life Asset Management Co., Ltd. | 18,600 | $842.0K | 0.11% | −3,340−15.2% | Reduced |
| Boyd Watterson Asset Management LLC | 18,616 | $843.0K | 0.34% | +360+2.0% | Added |
| Essex Savings Bank | 18,093 | $845.0K | 0.33% | −988−5.2% | Reduced |
| Park Avenue Securities LLC | 18,706 | $847.0K | 0.02% | −3,450−15.6% | Reduced |
| Keudell/Morrison Wealth Management | 18,860 | $854.0K | 0.47% | +439+2.4% | Added |
| Worth Venture Partners, LLC | 18,975 | $859.0K | 0.32% | +6,037+46.7% | Added |
| First Bank & Trust | 19,001 | $860.0K | 0.42% | +11+0.1% | Added |
| Fisher Asset Management, LLC | 19,062 | $863.0K | 0.00% | +4,197+28.2% | Added |
| People's United Financial, Inc. | 19,150 | $867.0K | 0.02% | +1,943+11.3% | Added |
| Glynn Capital Management LLC | 19,165 | $868.0K | 0.08% | 00.0% | Unchanged |
| Csenge Advisory Group | 19,239 | $874.0K | 0.08% | +1,042+5.7% | Added |
| Moneta Group Investment Advisors LLC | 19,364 | $877.0K | 0.04% | +142+0.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 19,439 | $880.0K | 0.24% | −9,882−33.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 19,441 | $880.0K | 0.49% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 19,587 | $887.0K | 0.34% | +19,587 | New |
| Busey Wealth Management | 19,777 | $895.0K | 0.04% | −1,162−5.5% | Reduced |
| Adirondack Research & Management Inc. | 19,883 | $900.0K | 1.05% | +19,883 | New |
| InterOcean Capital Group, LLC | 19,885 | $901.0K | 0.05% | −1,418−6.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 19,987 | $905.0K | 0.20% | −6,503−24.5% | Reduced |
| IHT Wealth Management, LLC | 19,972 | $905.0K | 0.06% | −1,435−6.7% | Reduced |
| Salem Investment Counselors Inc | 19,988 | $905.0K | 0.05% | −68−0.3% | Reduced |
| Barbara Oil Co. | 20,000 | $906.0K | 0.42% | 00.0% | Unchanged |
| Harbor Advisors LLC | 20,000 | $906.0K | 0.18% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 20,109 | $910.0K | 0.03% | +2,327+13.1% | Added |
| Rehmann Capital Advisory Group | 20,256 | $917.6K | 0.09% | −14−0.1% | Reduced |
| Ritholtz Wealth Management | 20,415 | $925.0K | 0.07% | +4,815+30.9% | Added |
| Mutual Advisors, LLC | 20,436 | $926.0K | 0.06% | −2,409−10.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 20,533 | $930.0K | 0.43% | −200−1.0% | Reduced |
| Legacy Capital Partners, Inc. | 20,603 | $933.0K | 0.33% | +3,658+21.6% | Added |
| Investors Research Corp | 20,626 | $934.0K | 0.32% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 20,694 | $937.0K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 20,914 | $947.0K | 0.02% | −232−1.1% | Reduced |
| Tower Bridge Advisors | 20,950 | $948.8K | 0.06% | +8,300+65.6% | Added |
| NEXT Financial Group, Inc | 20,963 | $949.0K | 0.08% | −688−3.2% | Reduced |
| Bridgefront Capital, LLC | 21,035 | $953.0K | 0.36% | +21,035 | New |
| Erste Asset Management GmbH | 21,328 | $955.3K | 0.02% | −5,383−20.2% | Reduced |
| Franklin Street Advisors Inc | 21,151 | $958.0K | 0.08% | +1,054+5.2% | Added |
| Castle Rock Wealth Management, LLC | 19,228 | $960.0K | 0.35% | +554+3.0% | Added |
| Logan Capital Management Inc | 21,230 | $962.0K | 0.04% | +1,239+6.2% | Added |
| Prio Wealth Limited Partnership | 21,253 | $963.0K | 0.03% | −4,091−16.1% | Reduced |
| HighTower Trust Services, LTA | 21,287 | $964.0K | 0.12% | −1,207−5.4% | Reduced |
| Galvin, Gaustad & Stein, LLC | 21,298 | $965.0K | 0.09% | −800−3.6% | Reduced |
| Resource Management, LLC | 21,337 | $966.0K | 0.11% | −9,129−30.0% | Reduced |
| Fulcrum Asset Management LLP | – | $968.0K | 0.41% | – | – |
| Principle Wealth Partners LLC | 21,374 | $968.0K | 0.11% | −1,291−5.7% | Reduced |