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 |
|---|---|---|---|---|---|
| South State Corp. | 17,708 | $802.0K | 0.07% | +825+4.9% | Added |
| 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 |
| Narwhal Capital Management | 17,637 | $799.0K | 0.10% | −4,034−18.6% | Reduced |
| Soltis Investment Advisors LLC | 17,628 | $798.0K | 0.13% | −281−1.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 17,604 | $797.0K | 0.31% | +430+2.5% | Added |
| Newport Wealth Strategies, Inc. | 17,474 | $791.0K | 0.46% | +76+0.4% | Added |
| Gryphon Financial Partners LLC | 31,096 | $789.0K | 0.19% | +4,383+16.4% | Added |
| Kovack Advisors, Inc. | 17,345 | $786.0K | 0.09% | +513+3.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 17,331 | $785.0K | 0.25% | −127−0.7% | Reduced |
| Sequoia Financial Advisors, LLC | 17,280 | $783.0K | 0.03% | +4,815+38.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 17,245 | $781.0K | 0.23% | −28,768−62.5% | Reduced |
| 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 |
| 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 |
| Western Wealth Management, LLC | 16,943 | $773.0K | 0.08% | −810−4.6% | Reduced |
| North Star Asset Management Inc | 16,933 | $767.0K | 0.04% | −30−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 16,893 | $765.0K | 0.06% | +2,367+16.3% | Added |
| AIA Group Ltd | 17,732 | $763.0K | 0.05% | +17,732 | New |
| Quadrant Private Wealth Management, LLC | 16,831 | $762.0K | 0.31% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16,749 | $759.0K | 0.10% | +671+4.2% | Added |
| Sequent Asset Management, LLC | 16,743 | $758.0K | 0.43% | −1,088−6.1% | Reduced |
| Tarbox Family Office, Inc. | 16,723 | $757.0K | 0.14% | +1,269+8.2% | Added |
| XML Financial, LLC | 16,686 | $756.0K | 0.17% | −29−0.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 16,690 | $755.0K | 0.31% | +3,483+26.4% | Added |
| Central Trust Co | 16,643 | $754.0K | 0.03% | −6,300−27.5% | Reduced |
| Jacobi Capital Management LLC | 16,484 | $747.0K | 0.10% | −195−1.2% | Reduced |
| Bristlecone Advisors, LLC | 16,430 | $744.0K | 0.10% | +32+0.2% | Added |
| JNBA Financial Advisors | 16,402 | $743.0K | 0.10% | −1,000−5.7% | Reduced |
| Vista Wealth Management Group, LLC | 16,390 | $742.0K | 0.17% | −1,878−10.3% | Reduced |
| Sippican Capital Advisors | 16,330 | $740.0K | 0.64% | −100−0.6% | Reduced |
| GM Advisory Group, Inc. | 16,254 | $736.0K | 0.08% | +40.0% | Added |
| Highlander Capital Management, LLC | 16,237 | $735.0K | 0.37% | −3,100−16.0% | Reduced |
| 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 |
| Waddell & Associates, LLC | 16,117 | $730.0K | 0.13% | +16,117 | New |
| Patriot Financial Group Insurance Agency, LLC | 16,037 | $726.0K | 0.13% | +10,336+181.3% | Added |
| Smithfield Trust Co | 16,014 | $725.0K | 0.05% | −3,400−17.5% | Reduced |
| 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 |
| 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 |
| Requisite Capital Management, LLC | 15,905 | $720.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| Archford Capital Strategies, LLC | 15,709 | $711.0K | 0.18% | −3,997−20.3% | Reduced |
| 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 |
| LexAurum Advisors, LLC | 15,629 | $708.0K | 0.21% | +2,463+18.7% | Added |
| 17 Capital Partners, LLC | 15,550 | $704.0K | 0.65% | +15,550 | New |
| 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 |
| Snowden Capital Advisors LLC | 15,372 | $696.2K | 0.03% | +4,773+45.0% | Added |
| Q3 Asset Management | 15,364 | $693.0K | 0.34% | +15,364 | New |
| IVC Wealth Advisors LLC | 15,287 | $692.0K | 0.49% | +40.0% | Added |
| Warren Averett Asset Management, LLC | 13,728 | $691.0K | 0.06% | +1,461+11.9% | Added |
| 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 |
| 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 |
| North Star Investment Management Corp. | 14,979 | $678.0K | 0.05% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 14,929 | $676.0K | 0.23% | −5,815−28.0% | 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 |
| Edge Capital Group, LLC | 14,864 | $673.0K | 0.05% | −391−2.6% | Reduced |
| 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 |
| Fort Pitt Capital Group, LLC | 14,755 | $668.0K | 0.03% | +4,968+50.8% | Added |
| AIMZ Investment Advisors, LLC | 14,682 | $665.0K | 0.30% | −75−0.5% | Reduced |
| Lantz Financial LLC | 14,603 | $661.0K | 0.34% | +1,200+9.0% | 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 |
| 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 |
| 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 |
| ARGI Investment Services, LLC | 14,435 | $654.0K | 0.02% | +664+4.8% | Added |
| First Midwest Bank Trust Division | 14,382 | $651.0K | 0.09% | −794−5.2% | Reduced |
| Sciencast Management LP | 14,877 | $650.0K | 0.14% | +14,877 | New |
| Delta Investment Management, LLC | 14,268 | $646.0K | 0.19% | −345−2.4% | Reduced |
| Tobam | 14,156 | $641.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 49,275 | $639.0K | 0.12% | −28,675−36.8% | Reduced |
| Abbrea Capital, LLC | 14,081 | $638.0K | 0.10% | +1,527+12.2% | Added |
| HBK Sorce Advisory LLC | 14,047 | $636.0K | 0.04% | −1,492−9.6% | 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 |
| Parsec Financial Management, Inc. | 13,932 | $631.0K | 0.03% | −3,728−21.1% | Reduced |
| 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 |
| Fulton Bank, N.A. | 13,903 | $629.0K | 0.03% | +13,903 | New |
| Allegiant Private Advisors, LLC | 13,859 | $628.0K | 0.10% | +745+5.7% | Added |
| Psagot Investment House Ltd. | 13,798 | $625.0K | 0.02% | +931+7.2% | Added |
| Buffington Mohr McNeal | 13,708 | $621.0K | 0.12% | −422−3.0% | Reduced |
| 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 |