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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 8,909 | $403.0K | 0.05% | +8,909 | New |
| Spectrum Management Group, LLC | 8,885 | $402.0K | 0.07% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 8,840 | $400.0K | 0.02% | −11,035−55.5% | Reduced |
| Iron Horse Wealth Management, LLC | 8,834 | $400.0K | 0.26% | −150−1.7% | Reduced |
| River Wealth Advisors LLC | 8,811 | $399.0K | 0.07% | +30.0% | Added |
| Royal Fund Management, LLC | 8,800 | $398.0K | 0.07% | +163+1.9% | Added |
| Denali Advisors LLC | 8,700 | $394.0K | 0.15% | −34,500−79.9% | Reduced |
| Arbor Investment Advisors, LLC | 8,706 | $394.0K | 0.08% | −2,959−25.4% | Reduced |
| Tributary Capital Management, LLC | 8,700 | $394.0K | 0.03% | −400−4.4% | Reduced |
| Old North State Trust, LLC | 8,683 | $393.0K | 0.30% | −1,017−10.5% | Reduced |
| MCF Advisors LLC | 8,641 | $391.0K | 0.04% | +469+5.7% | Added |
| Wealth Architects, LLC | 8,620 | $390.0K | 0.08% | +3,070+55.3% | Added |
| 20/20 Capital Management, Inc. | 8,596 | $389.0K | 0.10% | +1,385+19.2% | Added |
| Capital Asset Advisory Services LLC | 8,567 | $388.0K | 0.04% | −13,269−60.8% | Reduced |
| Schulhoff & Co Inc | 8,584 | $388.0K | 0.17% | 00.0% | Unchanged |
| First Personal Financial Services | 8,577 | $388.0K | 0.10% | +350+4.3% | Added |
| Wolverine Asset Management LLC | 8,564 | $387.0K | 0.00% | +4,090+91.4% | Added |
| Mechanics Bank Trust Department | 8,525 | $386.0K | 0.06% | −2,000−19.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 8,533 | $386.0K | 0.03% | +3,205+60.2% | Added |
| Bailard, Inc. | 8,505 | $385.0K | 0.01% | +3,189+60.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 8,455 | $383.0K | 0.02% | +8,455 | New |
| PNC Managed Account Solutions, Inc. | 8,452 | $383.0K | 0.08% | +8,452 | New |
| Bollard Group LLC | 8,429 | $382.0K | 0.01% | +8,400+28,965.5% | Added |
| Titus Wealth Management | 8,397 | $380.0K | 0.21% | +2,250+36.6% | Added |
| Cohen Capital Management, Inc. | 8,299 | $376.0K | 0.06% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 8,291 | $376.0K | 0.04% | +1,192+16.8% | Added |
| Mycio Wealth Partners, LLC | 8,283 | $375.0K | 0.15% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 8,264 | $374.0K | 0.26% | −849−9.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 8,249 | $374.0K | 0.09% | +527+6.8% | Added |
| Traphagen Investment Advisors LLC | 8,246 | $373.5K | 0.06% | −88−1.1% | Reduced |
| Cornerstone Advisory, LLC | 8,205 | $372.0K | 0.06% | +20.0% | Added |
| Evanson Asset Management, LLC | 8,176 | $370.0K | 0.04% | −11,073−57.5% | Reduced |
| PBMares Wealth Management LLC | 8,166 | $370.0K | 0.20% | −178−2.1% | Reduced |
| Janney Capital Management LLC | 8,171 | $370.0K | 0.02% | −152−1.8% | Reduced |
| First Citizens Financial Corp | 8,173 | $370.0K | 0.28% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 8,137 | $369.0K | 0.10% | +8+0.1% | Added |
| Cedar Brook Financial Partners, LLC | 8,155 | $369.0K | 0.11% | +2,117+35.1% | Added |
| Miracle Mile Advisors, LLC | 8,133 | $368.0K | 0.02% | −1,150−12.4% | Reduced |
| Boston Trust Walden Corp | 8,093 | $367.0K | 0.00% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 8,100 | $367.0K | 0.01% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 8,100 | $367.0K | 0.47% | +8,100 | New |
| Crawford Investment Counsel Inc | 8,087 | $366.0K | 0.01% | −1,275−13.6% | Reduced |
| Monetary Management Group Inc | 8,065 | $365.0K | 0.11% | 00.0% | Unchanged |
| Security National Bank of So Dak | 8,050 | $365.0K | 0.28% | +2,519+45.5% | Added |
| Washington Capital Management Inc | 8,000 | $362.0K | 0.44% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 7,986 | $362.0K | 0.04% | +2,102+35.7% | Added |
| James Hambro & Partners | 7,966 | $361.0K | 0.03% | −318−3.8% | Reduced |
| Bridge Creek Capital Management LLC | 7,950 | $360.0K | 0.14% | −1,775−18.3% | Reduced |
| PrairieView Partners, LLC | 7,937 | $359.0K | 0.05% | +244+3.2% | Added |
| Americana Partners, LLC | 7,927 | $359.0K | 0.18% | +7,927 | New |
| Private Capital Group, LLC | 7,889 | $357.0K | 0.08% | −980−11.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 7,880 | $357.0K | 0.04% | −324−3.9% | Reduced |
| Arrow Financial Corp | 7,882 | $357.0K | 0.05% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 7,877 | $357.0K | 0.30% | +1,500+23.5% | Added |
| Sound View Wealth Advisors Group, LLC | 7,858 | $356.0K | 0.07% | −1,013−11.4% | Reduced |
| Westhampton Capital, LLC | 7,850 | $356.0K | 0.23% | −240−3.0% | Reduced |
| Cadence Bank NA | 7,853 | $356.0K | 0.11% | −33−0.4% | Reduced |
| Avion Wealth | 7,863 | $356.0K | 0.11% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 7,846 | $355.0K | 0.26% | −213−2.6% | Reduced |
| Adviser Investments LLC | 7,797 | $353.0K | 0.03% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,783 | $352.0K | 0.07% | 00.0% | Unchanged |
| Trust Co | 7,778 | $352.0K | 0.25% | +4,403+130.5% | Added |
| Middleton & Co Inc | 7,761 | $351.0K | 0.04% | +525+7.3% | Added |
| Miller Value Partners, LLC | 7,700 | $349.0K | 0.01% | −5,590−42.1% | Reduced |
| CX Institutional | 7,686 | $348.0K | 0.03% | −2,463−24.3% | Reduced |
| Banque Cantonale Vaudoise | 7,665 | $348.0K | 0.02% | −1,006−11.6% | Reduced |
| E&G Advisors, LP | 0 | $348.0K | 0.09% | −7,688−100.0% | Reduced |
| Harvest Fund Management Co., Ltd | 7,697 | $348.0K | 0.04% | +3,731+94.1% | Added |
| Founders Financial Alliance, LLC | 7,640 | $347.0K | 0.16% | +114+1.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,665 | $347.0K | 0.02% | +7,665 | New |
| HYA Advisors, Inc | 7,637 | $346.0K | 0.14% | +13+0.2% | Added |
| Perennial Investment Advisors, LLC | 7,615 | $345.0K | 0.13% | −862−10.2% | Reduced |
| Reliant Investment Management, LLC | 7,620 | $345.0K | 0.16% | −545−6.7% | Reduced |
| Successful Portfolios LLC | 7,616 | $345.0K | 0.21% | −260−3.3% | Reduced |
| Stelac Advisory Services LLC | 7,609 | $345.0K | 0.08% | +7,609 | New |
| Humankind Investments LLC | 7,561 | $342.0K | 0.16% | +1,482+24.4% | Added |
| Minot Wealth Management LLC | 7,896 | $341.0K | 0.07% | +30.0% | Added |
| M&R Capital Management Inc | 7,549 | $341.0K | 0.08% | +400+5.6% | Added |
| Vicus Capital | 7,534 | $341.0K | 0.06% | +588+8.5% | Added |
| Telemetry Investments, L.L.C. | 7,500 | $340.0K | 0.47% | −9,500−55.9% | Reduced |
| Islay Capital Management, LLC | 7,500 | $340.0K | 0.28% | 00.0% | Unchanged |
| Plancorp, LLC | 7,464 | $338.0K | 0.03% | −96−1.3% | Reduced |
| US Financial Advisors, LLC | 7,461 | $338.0K | 0.16% | −22−0.3% | Reduced |
| Summit Trail Advisors, LLC | 7,417 | $336.0K | 0.03% | +406+5.8% | Added |
| New Jersey Better Educational Savings Trust | 7,401 | $335.0K | 0.67% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 7,394 | $335.0K | 0.17% | 00.0% | Unchanged |
| Eclectic Associates Inc | 7,342 | $333.0K | 0.25% | +863+13.3% | Added |
| Exencial Wealth Advisors, LLC | 7,322 | $332.0K | 0.02% | +7,322 | New |
| Laidlaw Wealth Management LLC | 7,326 | $332.0K | 0.09% | +7,326 | New |
| Balentine LLC | 7,297 | $330.0K | 0.01% | +7,297 | New |
| Jump Financial, LLC | 7,244 | $328.0K | 0.03% | −50,765−87.5% | Reduced |
| Windsor Capital Management, LLC | 7,230 | $327.0K | 0.11% | −779−9.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 7,222 | $327.0K | 0.12% | −157−2.1% | Reduced |
| Gould Asset Management LLC | 7,211 | $327.0K | 0.09% | 00.0% | Unchanged |
| Chelsea Counsel Co | 7,202 | $326.0K | 0.15% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 7,170 | $325.0K | 0.25% | −750−9.5% | Reduced |
| Bouchey Financial Group Ltd | 7,187 | $325.0K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 7,174 | $325.0K | 0.05% | +179+2.6% | Added |
| Nwam LLC | 7,168 | $325.0K | 0.03% | +1,501+26.5% | Added |
| Standard Family Office LLC | 7,181 | $325.0K | 0.07% | +2,173+43.4% | Added |