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 |
|---|---|---|---|---|---|
| Madison Wealth Management | 13,659 | $619.0K | 0.14% | +1,855+15.7% | 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 |
| Meridian Wealth Management, LLC | 13,620 | $617.0K | 0.08% | +724+5.6% | Added |
| Avestar Capital, LLC | 13,598 | $616.0K | 0.12% | 00.0% | Unchanged |
| Alta Capital Management LLC | 13,562 | $614.0K | 0.02% | −2,241−14.2% | 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 |
| Iowa State Bank | 13,506 | $612.0K | 0.17% | −740−5.2% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 13,500 | $611.0K | 0.45% | +13,500 | 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 |
| We Are One Seven, LLC | 13,446 | $609.0K | 0.09% | +13,446 | New |
| ZWJ Investment Counsel Inc | 13,410 | $607.0K | 0.04% | −7,150−34.8% | 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 |
| JFS Wealth Advisors, LLC | 13,336 | $604.0K | 0.09% | −1,756−11.6% | Reduced |
| 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 |
| 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 |
| Claro Advisors LLC | 13,181 | $597.0K | 0.27% | +722+5.8% | Added |
| 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 |
| Northstar Investment Advisors LLC | 12,938 | $594.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| 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 |
| Dynamic Advisor Solutions LLC | 12,945 | $586.0K | 0.05% | −3,412−20.9% | Reduced |
| Mid Atlantic Financial Management Inc | 12,916 | $585.0K | 0.04% | −338−2.6% | Reduced |
| McCarthy Asset Management, Inc. | 12,884 | $584.0K | 0.42% | −1,304−9.2% | Reduced |
| Optas, LLC | 12,853 | $582.0K | 0.17% | +5,548+75.9% | Added |
| Pettyjohn, Wood & White, Inc | 12,836 | $581.0K | 0.13% | −1,619−11.2% | Reduced |
| Axiom Financial Strategies, LLC | 12,796 | $580.0K | 0.27% | +10.0% | Added |
| Legacy Financial Group LLC | 12,809 | $580.0K | 0.18% | +1,171+10.1% | Added |
| Heritage Wealth Management, LLC | 12,790 | $579.0K | 0.22% | +12,790 | New |
| Family Legacy, Inc. | 12,800 | $576.0K | 0.26% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 12,725 | $576.0K | 0.05% | +400+3.2% | Added |
| Glassman Wealth Services | 12,680 | $574.0K | 0.12% | +372+3.0% | Added |
| Becker Capital Management Inc | 12,660 | $573.0K | 0.02% | +2,474+24.3% | Added |
| Lakeview Capital Partners, LLC | 12,641 | $572.0K | 0.25% | +1,939+18.1% | Added |
| Klingenstein Fields & Co LP | 12,599 | $570.0K | 0.02% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 12,570 | $569.0K | 0.04% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 12,490 | $566.0K | 0.22% | −366−2.8% | Reduced |
| Providence Wealth Advisors, LLC | 12,768 | $566.0K | 0.39% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 12,493 | $566.0K | 0.41% | +26+0.2% | Added |
| Joel Isaacson & Co., LLC | 12,451 | $564.0K | 0.04% | +1,791+16.8% | Added |
| ACG Wealth | 12,434 | $563.0K | 0.07% | −2,796−18.4% | Reduced |
| MorganRosel Wealth Management, LLC | 12,348 | $559.0K | 0.31% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 12,353 | $559.0K | 0.22% | +2,617+26.9% | Added |
| StoneX Group Inc. | 12,297 | $557.0K | 0.08% | −3,208−20.7% | Reduced |
| Vident Investment Advisory, LLC | 12,303 | $557.0K | 0.02% | −355−2.8% | Reduced |
| G&S Capital LLC | 12,292 | $557.0K | 0.29% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 12,296 | $557.0K | 0.01% | +406+3.4% | Added |
| Hexagon Capital Partners LLC | 12,263 | $555.0K | 0.15% | −1,469−10.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,227 | $554.0K | 0.16% | −44−0.4% | Reduced |
| Weil Company, Inc. | 12,209 | $553.0K | 0.28% | +4,900+67.0% | Added |
| Susquehanna International Group Ltd. | 12,182 | $552.0K | 0.19% | +12,182 | New |
| Douglas Lane & Associates, LLC | 12,092 | $548.0K | 0.01% | +171+1.4% | Added |
| Red Door Wealth Management, LLC | 12,110 | $548.0K | 0.21% | +5,930+96.0% | Added |
| Montecito Bank & Trust | 12,050 | $546.0K | 0.10% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 12,060 | $546.0K | 0.13% | 00.0% | Unchanged |
| BBR Partners, LLC | 11,974 | $542.0K | 0.04% | −1,241−9.4% | Reduced |
| Aull & Monroe Investment Management Corp | 11,835 | $536.0K | 0.25% | −235−1.9% | Reduced |
| Pacifica Capital Investments, LLC | 11,835 | $536.0K | 0.18% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 11,803 | $535.0K | 0.07% | +2,535+27.4% | Added |
| Ipswich Investment Management Co., Inc. | 11,740 | $532.0K | 0.14% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 11,867 | $532.0K | 0.07% | +403+3.5% | Added |
| Summit Asset Management, LLC | 11,715 | $531.0K | 0.17% | −1,753−13.0% | Reduced |
| Marietta Investment Partners LLC | 11,708 | $530.0K | 0.12% | −29−0.2% | Reduced |
| YorkBridge Wealth Partners, LLC | 11,657 | $528.0K | 0.14% | +533+4.8% | Added |
| Marino, Stram & Associates LLC | 11,657 | $528.0K | 0.14% | +11,657 | New |
| West Branch Capital LLC | 11,642 | $527.0K | 0.26% | +4,853+71.5% | Added |
| State of Wyoming | 11,579 | $524.0K | 0.33% | +3,347+40.7% | Added |
| Capital Wealth Planning, LLC | 11,539 | $522.0K | 0.01% | +109+1.0% | Added |
| Evergreen Capital Management LLC | 11,495 | $521.0K | 0.02% | +1,445+14.4% | Added |
| Vontobel Asset Management Inc | 11,469 | $520.0K | 0.00% | +6,254+119.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,454 | $519.0K | 0.17% | −492−4.1% | Reduced |
| Surevest, LLC | 11,448 | $518.0K | 0.14% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 11,385 | $516.0K | 0.33% | −700−5.8% | Reduced |
| Aj Wealth Strategies, LLC | 11,382 | $516.0K | 0.03% | +30.0% | Added |
| Terry L. Blaker | 11,330 | $513.0K | 0.03% | −19,737−63.5% | Reduced |
| Northeast Investment Management | 11,285 | $511.0K | 0.03% | +2,200+24.2% | Added |
| West Family Investments, Inc. | 11,285 | $511.0K | 0.14% | +11,285 | New |
| Prentiss Smith & Co Inc | 11,220 | $508.0K | 0.24% | +199+1.8% | Added |
| Brinker Capital Investments, LLC | 11,207 | $508.0K | 0.01% | +5,472+95.4% | Added |
| Engineers Gate Manager LP | 11,160 | $505.0K | 0.03% | −2,556−18.6% | Reduced |
| Hudock, Inc. | 11,106 | $502.0K | 0.15% | −5,211−31.9% | Reduced |
| London & Capital Asset Management Ltd | 11,059 | $501.0K | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 11,050 | $500.0K | 0.08% | −5,627−33.7% | Reduced |
| Leisure Capital Management | 11,038 | $500.0K | 0.28% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,047 | $500.0K | 0.45% | +322+3.0% | Added |
| Cornerstone Wealth Management, LLC | 10,950 | $496.0K | 0.05% | −1,650−13.1% | Reduced |
| Quantitative Value Technologies, LLC | 10,935 | $495.0K | 0.82% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 10,955 | $493.0K | 0.04% | +97+0.9% | Added |
| Parsons Capital Management Inc | 10,862 | $492.0K | 0.04% | −500−4.4% | Reduced |
| First Nebraska Trust Co | 10,853 | $491.5K | 0.06% | −25−0.2% | Reduced |