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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 30,230 | $1.37M | 0.03% | −50−0.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 36,835 | $1.36M | 0.09% | +20,185+121.2% | Added |
| King Luther Capital Management Corp | 30,032 | $1.36M | 0.01% | +1,434+5.0% | Added |
| Marco Investment Management LLC | 29,942 | $1.36M | 0.16% | +30+0.1% | Added |
| Clarius Group, LLC | 29,821 | $1.35M | 0.12% | +1,615+5.7% | Added |
| Main Street Research LLC | 29,839 | $1.35M | 0.11% | +2,469+9.0% | Added |
| Monarch Capital Management Inc | 29,771 | $1.35M | 0.39% | −800−2.6% | Reduced |
| Xcel Wealth Management, LLC | 29,641 | $1.34M | 0.41% | +93+0.3% | Added |
| Peak Asset Management, LLC | 29,422 | $1.33M | 0.33% | −13,019−30.7% | Reduced |
| Winton Group Ltd | 29,323 | $1.33M | 0.07% | +29,323 | New |
| Symmetry Partners, LLC | 29,304 | $1.33M | 0.09% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 29,242 | $1.32M | 0.13% | −348−1.2% | Reduced |
| Optimal Asset Management, Inc. | 29,162 | $1.32M | 0.16% | −70.0% | Reduced |
| Valley National Advisers Inc | 29,083 | $1.32M | 0.24% | +26+0.1% | Added |
| Koss-Olinger Consulting, LLC | 28,922 | $1.31M | 0.19% | +1,162+4.2% | Added |
| Ironwood Investment Counsel, LLC | 28,899 | $1.31M | 0.35% | −2,852−9.0% | Reduced |
| Heartland Advisors Inc | 28,843 | $1.31M | 0.08% | −122−0.4% | Reduced |
| Leavell Investment Management, Inc. | 33,370 | $1.30M | 0.11% | 00.0% | Unchanged |
| Arden Trust Co | 28,709 | $1.30M | 0.21% | −14,242−33.2% | Reduced |
| Gilbert & Cook, Inc. | 28,498 | $1.29M | 0.23% | −11,870−29.4% | Reduced |
| Palladium Partners LLC | 28,388 | $1.29M | 0.06% | +835+3.0% | Added |
| Carroll Financial Associates, Inc. | 28,284 | $1.28M | 0.07% | +392+1.4% | Added |
| Two Sigma Securities, LLC | 28,254 | $1.28M | 0.32% | +15,343+118.8% | Added |
| First Financial Bank - Trust Division | 28,198 | $1.28M | 0.14% | −706−2.4% | Reduced |
| Brighton Jones LLC | 28,142 | $1.27M | 0.07% | −1,317−4.5% | Reduced |
| CAPROCK Group, Inc. | 28,119 | $1.27M | 0.12% | −6,205−18.1% | Reduced |
| Silvercrest Asset Management Group LLC | 28,097 | $1.27M | 0.01% | −540−1.9% | Reduced |
| Pflug Koory, LLC | 27,958 | $1.27M | 0.66% | −500−1.8% | Reduced |
| Virtue Capital Management, LLC | 27,913 | $1.26M | 0.25% | −1,480−5.0% | Reduced |
| First Citizens Bank & Trust Co | 27,832 | $1.26M | 0.06% | −262−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 27,828 | $1.26M | 0.04% | +1,510+5.7% | Added |
| PFG Advisors | 27,717 | $1.25M | 0.14% | +872+3.2% | Added |
| Northside Capital Management, LLC | 27,640 | $1.25M | 0.31% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 27,524 | $1.25M | 0.26% | +10.0% | Added |
| Sovarnum Capital L.P. | 27,500 | $1.25M | 0.78% | −11,180−28.9% | Reduced |
| First Horizon Advisors, Inc. | 27,486 | $1.24M | 0.07% | −1,725−5.9% | Reduced |
| Vista Investment Management | 27,428 | $1.24M | 0.73% | −521−1.9% | Reduced |
| SeaCrest Wealth Management, LLC | 27,396 | $1.24M | 0.15% | −1,382−4.8% | Reduced |
| Ameritas Investment Company, LLC | 7,511 | $1.24M | 0.06% | −1,493−16.6% | Reduced |
| Michael B. Yongue | 26,983 | $1.22M | 0.89% | +180+0.7% | Added |
| LMR Partners LLP | 26,790 | $1.21M | 0.02% | −179,980−87.0% | Reduced |
| WP Advisors, LLC | 26,628 | $1.21M | 0.50% | −552−2.0% | Reduced |
| NVWM, LLC | 26,292 | $1.19M | 0.43% | +208+0.8% | Added |
| Front Street Capital Management, Inc. | 26,196 | $1.19M | 0.22% | −5,936−18.5% | Reduced |
| Northwest & Ethical Investments L.P. | 26,165 | $1.19M | 0.04% | −16,651−38.9% | Reduced |
| First Dallas Securities Inc. | 26,156 | $1.19M | 0.78% | −4,800−15.5% | Reduced |
| Boit C F David | 26,163 | $1.19M | 0.90% | +26,163 | New |
| BLB&B Advisors, LLC | 26,139 | $1.18M | 0.09% | −1,590−5.7% | Reduced |
| Holderness Investments Co | 26,077 | $1.18M | 0.39% | +215+0.8% | Added |
| Chicago Partners Investment Group LLC | 26,203 | $1.18M | 0.09% | −2,153−7.6% | Reduced |
| Ruffer LLP | 26,000 | $1.18M | 0.03% | −6,000−18.8% | Reduced |
| KB Financial Partners, LLC | 25,997 | $1.18M | 0.44% | +12,585+93.8% | Added |
| Investment Management Associates Inc | 25,914 | $1.17M | 0.62% | −607−2.3% | Reduced |
| Global Retirement Partners, LLC | 25,871 | $1.17M | 0.12% | +943+3.8% | Added |
| Northwest Investment Counselors, LLC | 25,774 | $1.17M | 0.32% | −675−2.6% | Reduced |
| Goodwin Daniel L | 25,700 | $1.16M | 0.55% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 25,680 | $1.16M | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 25,662 | $1.16M | 0.18% | +377+1.5% | Added |
| Duncker Streett & Co Inc | 25,548 | $1.16M | 0.21% | −413−1.6% | Reduced |
| Nicolet Bankshares Inc | 25,550 | $1.16M | 0.30% | 00.0% | Unchanged |
| Compton Capital Management Inc | 25,500 | $1.16M | 0.34% | −480−1.8% | Reduced |
| Cumberland Advisors Inc | 25,400 | $1.15M | 0.27% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 25,208 | $1.14M | 0.41% | −225−0.9% | Reduced |
| Boltwood Capital Management | 25,097 | $1.14M | 0.47% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 25,067 | $1.14M | 0.14% | +2,676+12.0% | Added |
| Centaurus Financial, Inc. | 25,054 | $1.14M | 0.10% | −400−1.6% | Reduced |
| Financial Counselors Inc | 24,981 | $1.13M | 0.02% | −4,192−14.4% | Reduced |
| Cadinha & Co LLC | 24,972 | $1.13M | 0.15% | 00.0% | Unchanged |
| Insight Advisors, LLC | 24,611 | $1.13M | 0.35% | −372−1.5% | Reduced |
| Aspiriant, LLC | 24,841 | $1.13M | 0.06% | +2,632+11.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 24,766 | $1.12M | 0.06% | +8,984+56.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 24,757 | $1.12M | 0.11% | −398−1.6% | Reduced |
| Voya Financial Advisors, Inc. | 25,015 | $1.12M | 0.15% | −94,859−79.1% | Reduced |
| Laurel Wealth Advisors LLC | 24,679 | $1.12M | 0.25% | +3,149+14.6% | Added |
| American State Bank (Iowa) | 24,670 | $1.12M | 0.87% | +345+1.4% | Added |
| Parallel Advisors, LLC | 24,660 | $1.12M | 0.05% | +4,402+21.7% | Added |
| Telos Capital Management, Inc. | 24,643 | $1.12M | 0.15% | −200−0.8% | Reduced |
| Beck Mack & Oliver LLC | 24,575 | $1.11M | 0.03% | +835+3.5% | Added |
| Hutchinson Capital Management | 24,554 | $1.11M | 0.28% | −755−3.0% | Reduced |
| CoreFirst Bank & Trust | 24,499 | $1.11M | 0.75% | −370−1.5% | Reduced |
| Evoke Wealth, LLC | 24,436 | $1.11M | 0.04% | −17−0.1% | Reduced |
| GFG Capital, LLC | 24,357 | $1.10M | 0.33% | +129+0.5% | Added |
| Quad-Cities Investment Group, LLC | 24,230 | $1.10M | 0.75% | +969+4.2% | Added |
| Jeppson Wealth Management, LLC | 24,161 | $1.09M | 0.60% | +345+1.4% | Added |
| Intersect Capital LLC | 24,139 | $1.09M | 0.19% | +4,019+20.0% | Added |
| Edgestream Partners, L.P. | 24,069 | $1.09M | 0.06% | +24,069 | New |
| Cullen Capital Management LLC | 23,842 | $1.08M | 0.01% | −270−1.1% | Reduced |
| Qtron Investments LLC | 23,835 | $1.08M | 0.27% | +23,835 | New |
| Washington Trust Bank | 23,805 | $1.08M | 0.13% | −640−2.6% | Reduced |
| Wrapmanager Inc | 23,763 | $1.08M | 0.28% | +10,490+79.0% | Added |
| First City Capital Management, Inc. | 20,992 | $1.07M | 0.59% | −2,650−11.2% | Reduced |
| Neumann Capital Management, LLC | 23,651 | $1.07M | 0.48% | 00.0% | Unchanged |
| First National Trust Co | 23,451 | $1.06M | 0.06% | −6,891−22.7% | Reduced |
| Credit Agricole S A | 23,290 | $1.05M | 0.04% | −93,530−80.1% | Reduced |
| FDx Advisors, Inc. | 23,289 | $1.05M | 0.04% | −6,949−23.0% | Reduced |
| Investors Asset Management of Georgia Inc | 23,145 | $1.05M | 0.56% | +1,540+7.1% | Added |
| Pinnacle Financial Partners Inc | 23,114 | $1.05M | 0.04% | −1,399−5.7% | Reduced |
| Pinnacle Wealth Advisors | 23,114 | $1.05M | 0.04% | +23,114 | New |
| TRUE Private Wealth Advisors | 22,957 | $1.04M | 0.15% | −3,487−13.2% | Reduced |
| Sage Rhino Capital LLC | 22,943 | $1.04M | 0.31% | +1,166+5.4% | Added |