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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 10,854 | $491.0K | 0.12% | +192+1.8% | Added |
| Tiedemann Advisors, LLC | 10,775 | $489.0K | 0.02% | −221−2.0% | Reduced |
| Well Done, LLC | 10,805 | $489.0K | 0.11% | −121−1.1% | Reduced |
| Biltmore Family Office, LLC | 10,799 | $489.0K | 0.14% | 00.0% | Unchanged |
| David Loasby | 10,804 | $489.0K | 0.06% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 10,740 | $489.0K | 0.06% | +5,372+100.1% | Added |
| Annandale Capital, LLC | 10,782 | $488.0K | 0.29% | +20.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,729 | $486.0K | 0.12% | −10,104−48.5% | Reduced |
| Financial Advisory Service, Inc. | 10,721 | $486.0K | 0.05% | −89−0.8% | Reduced |
| Fairview Capital Investment Management, LLC | 10,717 | $485.0K | 0.03% | −70−0.6% | Reduced |
| Bragg Financial Advisors, Inc | 10,718 | $485.0K | 0.03% | +928+9.5% | Added |
| Intrust Bank NA | 10,694 | $484.0K | 0.07% | −703−6.2% | Reduced |
| Oxford Financial Group Ltd | 10,682 | $484.0K | 0.06% | +11+0.1% | Added |
| Barrett Asset Management, LLC | 10,670 | $483.0K | 0.02% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 10,618 | $481.0K | 0.25% | −104−1.0% | Reduced |
| Wealth Alliance | 10,631 | $481.0K | 0.11% | +841+8.6% | Added |
| Old West Investment Management, LLC | 10,610 | $480.0K | 0.19% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 10,584 | $479.0K | 0.01% | −1,564−12.9% | Reduced |
| Hanseatic Management Services Inc | 10,566 | $479.0K | 0.90% | +10,566 | New |
| Ssi Investment Management LLC | 10,473 | $474.0K | 0.03% | −49−0.5% | Reduced |
| Global Trust Asset Management, LLC | 10,433 | $473.0K | 0.23% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 10,446 | $473.0K | 0.10% | +50+0.5% | Added |
| Glenview Trust Co | 10,391 | $471.0K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group | 10,381 | $470.0K | 0.09% | +1,058+11.3% | Added |
| Platform Technology Partners | 10,355 | $469.0K | 0.19% | +10,355 | New |
| Mission Creek Capital Partners, Inc. | 10,320 | $467.0K | 0.08% | −95−0.9% | Reduced |
| HCR Wealth Advisors | 10,271 | $465.0K | 0.08% | +1,928+23.1% | Added |
| Stephenson National Bank & Trust | 10,248 | $464.0K | 0.30% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 10,229 | $463.0K | 0.09% | −11,025−51.9% | Reduced |
| Donaldson Capital Management, LLC | 10,212 | $463.0K | 0.02% | −320−3.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 10,232 | $463.0K | 0.02% | +2,486+32.1% | Added |
| Atwood & Palmer Inc | 10,207 | $462.0K | 0.04% | −850−7.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 10,160 | $460.0K | 0.03% | 00.0% | Unchanged |
| Lynch & Associates | 10,144 | $459.0K | 0.12% | −612−5.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,084 | $457.0K | 0.06% | +10,084 | New |
| 9258 Wealth Management, LLC | 9,982 | $452.0K | 0.12% | +610+6.5% | Added |
| Zuckerman Investment Group, LLC | 9,969 | $451.0K | 0.07% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 9,948 | $450.0K | 0.02% | −2,049−17.1% | Reduced |
| Kore Private Wealth LLC | 9,916 | $449.0K | 0.05% | +968+10.8% | Added |
| Caldwell Trust Co | 9,899 | $448.3K | 0.06% | −250−2.5% | Reduced |
| Cowa, LLC | 9,864 | $448.0K | 0.28% | −2,700−21.5% | Reduced |
| Quantinno Capital Management LP | 9,892 | $448.0K | 0.51% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9,879 | $447.0K | 0.24% | −5,274−34.8% | Reduced |
| Hollencrest Capital Management | 9,863 | $447.0K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 9,861 | $446.6K | 0.06% | +1,880+23.6% | Added |
| Private Portfolio Partners LLC | 9,853 | $446.3K | 0.13% | −60−0.6% | Reduced |
| Quattro Financial Advisors LLC | 10,000 | $445.0K | 0.12% | −54,890−84.6% | Reduced |
| Lake Street Advisors Group, LLC | 8,681 | $444.0K | 0.03% | +789+10.0% | Added |
| Range Financial Group LLC | 9,807 | $444.0K | 0.33% | +9,807 | New |
| S. R. Schill & Associates | 9,760 | $442.0K | 0.18% | −1,506−13.4% | Reduced |
| Monticello Wealth Management, LLC | 9,758 | $442.0K | 0.04% | −370−3.7% | Reduced |
| IFG Advisory, LLC | 9,764 | $442.0K | 0.05% | −193−1.9% | Reduced |
| Osterweis Capital Management Inc | 9,755 | $442.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 9,749 | $442.0K | 0.11% | +20.0% | Added |
| Bingham Osborn & Scarborough LLC | 9,760 | $442.0K | 0.03% | +2,508+34.6% | Added |
| Capital One Financial Corp | 9,755 | $442.0K | 0.05% | +3,692+60.9% | Added |
| Cooper Financial Group | 9,731 | $441.0K | 0.09% | +97+1.0% | Added |
| Baldwin Brothers Inc | 9,700 | $439.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 9,668 | $438.0K | 0.23% | −200−2.0% | Reduced |
| Texas Capital Bancshares Inc | 9,613 | $435.0K | 0.32% | −239−2.4% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $435.0K | 0.11% | 00.0% | Unchanged |
| Claar Advisors LLC | 9,600 | $435.0K | 0.13% | +9,600 | New |
| Court Place Advisors, LLC | 9,543 | $432.0K | 0.13% | −200−2.1% | Reduced |
| Colonial Trust Advisors | 9,517 | $431.0K | 0.05% | −1,310−12.1% | Reduced |
| SNS Financial Group, LLC | 9,525 | $431.0K | 0.06% | +826+9.5% | Added |
| Woodstock Corp | 9,504 | $430.0K | 0.05% | +230+2.5% | Added |
| Exeter Financial, LLC | 9,500 | $428.0K | 0.25% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 9,350 | $423.0K | 0.22% | −35−0.4% | Reduced |
| S.A. Mason LLC | 9,344 | $423.0K | 0.29% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 9,315 | $422.0K | 0.13% | −51−0.5% | Reduced |
| Silicon Valley Capital Partners | 9,312 | $422.0K | 0.08% | +2,211+31.1% | Added |
| Ridgecrest Wealth Partners, LLC | 9,302 | $421.0K | 0.26% | +9,302 | New |
| Contravisory Investment Management, Inc. | 9,259 | $419.0K | 0.12% | 00.0% | Unchanged |
| Lipe & Dalton | 9,250 | $419.0K | 0.22% | +700+8.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 9,258 | $419.0K | 0.03% | +797+9.4% | Added |
| Financial Advocates Investment Management | 9,208 | $417.0K | 0.03% | −929−9.2% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 9,213 | $417.0K | 0.10% | +33+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 9,206 | $417.0K | 0.10% | +1,757+23.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 9,209 | $417.0K | 0.04% | +9,209 | New |
| Smith, Moore & Co. | 9,148 | $414.0K | 0.06% | −1,190−11.5% | Reduced |
| Enterprise Financial Services Corp | 9,110 | $414.0K | 0.07% | +6,292+223.3% | Added |
| Piscataqua Savings Bank | 9,115 | $412.0K | 0.35% | −616−6.3% | Reduced |
| First PREMIER Bank | 9,069 | $412.0K | 0.12% | −444−4.7% | Reduced |
| Providence Capital Advisors, LLC | 9,094 | $412.0K | 0.13% | +1,121+14.1% | Added |
| AXS Investments LLC | 9,076 | $411.0K | 0.13% | +522+6.1% | Added |
| Proficio Capital Partners LLC | 9,075 | $411.0K | 0.05% | +3,833+73.1% | Added |
| Childress Capital Advisors, LLC | 9,066 | $410.0K | 0.19% | −4,092−31.1% | Reduced |
| First Pacific Financial | 9,062 | $410.0K | 0.23% | −976−9.7% | Reduced |
| Jacobs & Co | 9,070 | $410.0K | 0.05% | −150−1.6% | Reduced |
| Heron Financial Group, LLC | 9,048 | $410.0K | 0.23% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 9,000 | $408.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 8,994 | $407.0K | 0.41% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 8,980 | $407.0K | 0.25% | +511+6.0% | Added |
| Institute for Wealth Management, LLC. | 8,968 | $406.0K | 0.07% | −16,970−65.4% | Reduced |
| Good Life Advisors, LLC | 8,961 | $406.0K | 0.08% | −928−9.4% | Reduced |
| Motco | 8,955 | $406.0K | 0.03% | +316+3.7% | Added |
| DRW Securities, LLC | 8,962 | $406.0K | 0.05% | +8,962 | New |
| Grove Bank & Trust | 8,922 | $404.0K | 0.09% | −60−0.7% | Reduced |
| Lindbrook Capital, LLC | 8,914 | $404.0K | 0.09% | +94+1.1% | Added |
| Marcum Wealth, LLC | 8,923 | $404.0K | 0.07% | +990+12.5% | Added |