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 |
|---|---|---|---|---|---|
| Cowen and Company, LLC | 22,866 | $1.04M | 0.06% | −3,156−12.1% | Reduced |
| Meristem Family Wealth, LLC | 22,821 | $1.03M | 0.16% | −13,393−37.0% | Reduced |
| Signaturefd, LLC | 22,811 | $1.03M | 0.04% | +5,615+32.7% | Added |
| Venture Visionary Partners LLC | 22,745 | $1.03M | 0.08% | +11,636+104.7% | Added |
| AdvisorNet Financial, Inc | 22,720 | $1.03M | 0.07% | −10,442−31.5% | Reduced |
| Convergence Investment Partners, LLC | 22,727 | $1.03M | 0.44% | −1,719−7.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 22,630 | $1.02M | 0.16% | −20−0.1% | Reduced |
| Wakefield Asset Management LLLP | 22,630 | $1.02M | 0.39% | +292+1.3% | Added |
| Rossmore Private Capital | 22,474 | $1.02M | 0.17% | −3,866−14.7% | Reduced |
| Appleton Partners Inc | 22,473 | $1.02M | 0.09% | +330+1.5% | Added |
| Coastal Investment Advisors, Inc. | 22,445 | $1.02M | 0.24% | −144−0.6% | Reduced |
| N.E.W. Advisory Services LLC | 22,443 | $1.02M | 0.17% | +179+0.8% | Added |
| Alaethes Wealth LLC | 22,360 | $1.01M | 0.78% | 00.0% | Unchanged |
| Courier Capital LLC | 22,347 | $1.01M | 0.10% | +3,743+20.1% | Added |
| TrinityPoint Wealth, LLC | 22,346 | $1.01M | 0.21% | +22,346 | New |
| Caas Capital Management LP | 22,333 | $1.01M | 0.05% | −80,917−78.4% | Reduced |
| Proequities, Inc. | 22,236 | $1.01M | 0.06% | −5,479−19.8% | Reduced |
| Full18 Capital LLC | 22,205 | $1.01M | 0.42% | +22,205 | New |
| Claraphi Advisory Network, LLC | 22,117 | $1.00M | 0.30% | +22,117 | New |
| Davidson Trust Co | 22,008 | $997.0K | 0.78% | −5,125−18.9% | Reduced |
| Accredited Investors Inc. | 21,987 | $996.0K | 0.10% | −1,118−4.8% | Reduced |
| Peoples Financial Services Corp. | 21,991 | $996.0K | 0.42% | +525+2.4% | Added |
| Truehand, Inc | 21,771 | $986.0K | 0.58% | 00.0% | Unchanged |
| Simmons Bank | 21,731 | $984.0K | 0.07% | −1,066−4.7% | Reduced |
| Bremer Bank National Association | 21,680 | $981.0K | 0.21% | −5,000−18.7% | Reduced |
| Carlson Capital Management | 21,643 | $980.0K | 0.14% | −178−0.8% | Reduced |
| Barings LLC | 21,552 | $976.0K | 0.02% | −29,901−58.1% | Reduced |
| Marathon Trading Investment Management LLC | 21,457 | $972.0K | 0.53% | −78,762−78.6% | Reduced |
| RSM US Wealth Management LLC | 21,445 | $971.0K | 0.05% | −1,195−5.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 21,412 | $970.0K | 0.03% | −1,000−4.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 21,400 | $969.0K | 0.08% | +8,000+59.7% | Added |
| Fulcrum Asset Management LLP | – | $968.0K | 0.41% | – | – |
| Principle Wealth Partners LLC | 21,374 | $968.0K | 0.11% | −1,291−5.7% | Reduced |
| M Holdings Securities, Inc. | 21,382 | $968.0K | 0.09% | +463+2.2% | Added |
| Inscription Capital, LLC | 21,374 | $968.0K | 0.11% | +21,374 | New |
| Resource Management, LLC | 21,337 | $966.0K | 0.11% | −9,129−30.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 21,298 | $965.0K | 0.09% | −800−3.6% | Reduced |
| HighTower Trust Services, LTA | 21,287 | $964.0K | 0.12% | −1,207−5.4% | Reduced |
| Prio Wealth Limited Partnership | 21,253 | $963.0K | 0.03% | −4,091−16.1% | Reduced |
| Logan Capital Management Inc | 21,230 | $962.0K | 0.04% | +1,239+6.2% | Added |
| Castle Rock Wealth Management, LLC | 19,228 | $960.0K | 0.35% | +554+3.0% | Added |
| Franklin Street Advisors Inc | 21,151 | $958.0K | 0.08% | +1,054+5.2% | Added |
| Erste Asset Management GmbH | 21,328 | $955.3K | 0.02% | −5,383−20.2% | Reduced |
| Bridgefront Capital, LLC | 21,035 | $953.0K | 0.36% | +21,035 | New |
| NEXT Financial Group, Inc | 20,963 | $949.0K | 0.08% | −688−3.2% | Reduced |
| Tower Bridge Advisors | 20,950 | $948.8K | 0.06% | +8,300+65.6% | Added |
| Equitable Holdings, Inc. | 20,914 | $947.0K | 0.02% | −232−1.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 20,694 | $937.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 20,626 | $934.0K | 0.32% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 20,603 | $933.0K | 0.33% | +3,658+21.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 20,533 | $930.0K | 0.43% | −200−1.0% | Reduced |
| Mutual Advisors, LLC | 20,436 | $926.0K | 0.06% | −2,409−10.5% | Reduced |
| Ritholtz Wealth Management | 20,415 | $925.0K | 0.07% | +4,815+30.9% | Added |
| Rehmann Capital Advisory Group | 20,256 | $917.6K | 0.09% | −14−0.1% | Reduced |
| Pathstone Family Office, LLC | 20,109 | $910.0K | 0.03% | +2,327+13.1% | Added |
| Barbara Oil Co. | 20,000 | $906.0K | 0.42% | 00.0% | Unchanged |
| Harbor Advisors LLC | 20,000 | $906.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| InterOcean Capital Group, LLC | 19,885 | $901.0K | 0.05% | −1,418−6.7% | Reduced |
| Adirondack Research & Management Inc. | 19,883 | $900.0K | 1.05% | +19,883 | New |
| Busey Wealth Management | 19,777 | $895.0K | 0.04% | −1,162−5.5% | Reduced |
| Prudent Man Advisors, LLC | 19,587 | $887.0K | 0.34% | +19,587 | New |
| 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 |
| Moneta Group Investment Advisors LLC | 19,364 | $877.0K | 0.04% | +142+0.7% | Added |
| Csenge Advisory Group | 19,239 | $874.0K | 0.08% | +1,042+5.7% | Added |
| Glynn Capital Management LLC | 19,165 | $868.0K | 0.08% | 00.0% | Unchanged |
| People's United Financial, Inc. | 19,150 | $867.0K | 0.02% | +1,943+11.3% | Added |
| Fisher Asset Management, LLC | 19,062 | $863.0K | 0.00% | +4,197+28.2% | Added |
| First Bank & Trust | 19,001 | $860.0K | 0.42% | +11+0.1% | Added |
| Worth Venture Partners, LLC | 18,975 | $859.0K | 0.32% | +6,037+46.7% | Added |
| Keudell/Morrison Wealth Management | 18,860 | $854.0K | 0.47% | +439+2.4% | Added |
| Park Avenue Securities LLC | 18,706 | $847.0K | 0.02% | −3,450−15.6% | Reduced |
| Essex Savings Bank | 18,093 | $845.0K | 0.33% | −988−5.2% | Reduced |
| Boyd Watterson Asset Management LLC | 18,616 | $843.0K | 0.34% | +360+2.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 18,600 | $842.0K | 0.11% | −3,340−15.2% | 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 |
| Pitcairn Co | 18,471 | $837.0K | 0.06% | −961−4.9% | Reduced |
| Foresight Wealth Management, LLC | 18,459 | $836.0K | 0.35% | 00.0% | Unchanged |
| Rathbone Brothers plc | 18,385 | $833.0K | 0.01% | −200−1.1% | Reduced |
| Cambridge Trust Co | 18,339 | $831.0K | 0.03% | +388+2.2% | 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 |
| 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 |
| Chilton Capital Management LLC | 18,179 | $823.0K | 0.05% | +3,454+23.5% | Added |
| 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 |
| Zacks Investment Management | 18,082 | $819.0K | 0.01% | −1,409,634−98.7% | Reduced |
| Jones Financial Companies LLLP | 18,005 | $815.0K | 0.00% | −3,656−16.9% | Reduced |
| Sterneck Capital Management, LLC | 17,793 | $810.0K | 0.50% | −429−2.4% | Reduced |
| Quadrant Capital Group LLC | 17,864 | $809.0K | 0.12% | +2,347+15.1% | Added |
| Chicago Capital, LLC | 17,844 | $808.0K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 17,815 | $807.0K | 0.31% | +5,626+46.2% | Added |
| Tilden Park Management I LLC | 17,809 | $806.0K | 0.71% | 00.0% | Unchanged |
| Summit Financial Group Inc | 17,785 | $805.0K | 0.30% | +11,889+201.6% | Added |
| Laird Norton Trust Company, LLC | 17,747 | $803.0K | 0.08% | +3,093+21.1% | Added |