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 |
|---|---|---|---|---|---|
| Clear Perspective Advisors, LLC | 7,152 | $324.0K | 0.11% | −4,070−36.3% | Reduced |
| Sage Mountain Advisors LLC | 7,150 | $324.0K | 0.05% | +7,150 | New |
| Flagship Harbor Advisors, LLC | 7,141 | $323.0K | 0.03% | −4,958−41.0% | Reduced |
| ERTS Wealth Advisors, LLC | 7,121 | $323.0K | 0.09% | +609+9.4% | Added |
| Wallace Capital Management Inc. | 7,114 | $322.0K | 0.04% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 7,126 | $322.0K | 0.03% | −440−5.8% | Reduced |
| Sanford Advisory Services, LLC | 7,090 | $321.0K | 0.08% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,091 | $321.0K | 0.09% | +7,091 | New |
| Ashton Thomas Private Wealth, LLC | 7,078 | $320.6K | 0.05% | +73+1.0% | Added |
| Concord Wealth Partners | 7,041 | $319.0K | 0.09% | −1,657−19.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 7,035 | $319.0K | 0.10% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 7,042 | $319.0K | 0.06% | +7,042 | New |
| Fruth Investment Management | 7,042 | $318.0K | 0.09% | −200−2.8% | Reduced |
| Front Row Advisors LLC | 6,733 | $318.0K | 0.13% | +440+7.0% | Added |
| Jeereddi Investments, LP | 7,006 | $317.0K | 0.27% | −2,994−29.9% | Reduced |
| BigSur Wealth Management LLC | 7,000 | $317.0K | 0.14% | −2,000−22.2% | Reduced |
| Adalta Capital Management LLC | 7,000 | $317.0K | 0.17% | −300−4.1% | Reduced |
| Bel Air Investment Advisors LLC | 6,981 | $316.0K | 0.01% | +900+14.8% | Added |
| Wedge Capital Management L L P | 6,949 | $315.0K | 0.00% | −1,004−12.6% | Reduced |
| John W. Brooker & Co., CPAs | 6,904 | $313.0K | 0.18% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 6,884 | $312.0K | 0.08% | +550+8.7% | Added |
| Grandfield & Dodd, LLC | 6,842 | $310.0K | 0.02% | −200−2.8% | Reduced |
| Trust Co of Virginia | 6,938 | $310.0K | 0.03% | +200+3.0% | Added |
| Wealthcare Advisory Partners LLC | 6,818 | $309.0K | 0.02% | −1,866−21.5% | Reduced |
| Indiana Trust & Investment Management CO | 10,231 | $309.0K | 0.17% | +1,913+23.0% | Added |
| Van Strum & Towne Inc. | 6,825 | $309.0K | 0.15% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,817 | $309.0K | 0.17% | +2,000+41.5% | Added |
| LVW Advisors, LLC | 6,818 | $309.0K | 0.05% | +6,818 | New |
| First National Bank & Trust Co of Newtown | 6,758 | $307.0K | 0.06% | −706−9.5% | Reduced |
| V Wealth Advisors LLC | 6,735 | $307.0K | 0.05% | +6,735 | New |
| Tectonic Advisors LLC | 6,752 | $306.0K | 0.06% | +873+14.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,710 | $304.0K | 0.15% | −165−2.4% | Reduced |
| Summit X, LLC | 6,676 | $304.0K | 0.08% | −124−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,707 | $304.0K | 0.02% | +6,707 | New |
| Arete Wealth Advisors, LLC | 9,546 | $303.0K | 0.04% | −3,875−28.9% | Reduced |
| Strategic Advisors LLC | 6,700 | $303.0K | 0.08% | −1,000−13.0% | Reduced |
| Hayek Kallen Investment Management | 6,688 | $303.0K | 0.13% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,655 | $302.0K | 0.06% | −1,728−20.6% | Reduced |
| Moloney Securities Asset Management, LLC | 6,658 | $302.0K | 0.05% | −905−12.0% | Reduced |
| Pinnacle Bancorp, Inc. | 6,673 | $302.0K | 0.14% | −223−3.2% | Reduced |
| Levin Capital Strategies, L.P. | 6,677 | $302.0K | 0.03% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 6,658 | $302.0K | 0.05% | +1,148+20.8% | Added |
| Stockman Wealth Management, Inc. | 6,637 | $301.0K | 0.07% | −650−8.9% | Reduced |
| Sky Investment Group LLC | 6,641 | $301.0K | 0.07% | −100−1.5% | Reduced |
| Family Firm, Inc. | 6,612 | $299.0K | 0.08% | −177−2.6% | Reduced |
| Security Asset Management | 6,600 | $299.0K | 0.12% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 6,514 | $295.0K | 0.07% | −51,242−88.7% | Reduced |
| Tempus Wealth Planning, LLC | 6,523 | $295.0K | 0.20% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6,475 | $293.0K | 0.13% | −1,400−17.8% | Reduced |
| Van Cleef Asset Management,Inc | 6,473 | $293.0K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 6,444 | $293.0K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6,435 | $291.0K | 0.08% | +2,288+55.2% | Added |
| Brave Asset Management Inc | 6,401 | $290.0K | 0.09% | −1,386−17.8% | Reduced |
| Aptus Capital Advisors, LLC | 6,380 | $289.0K | 0.01% | +72+1.1% | Added |
| CVA Family Office, LLC | 6,392 | $289.0K | 0.08% | +1,275+24.9% | Added |
| Pacific Global Investment Management CO | 6,349 | $288.0K | 0.06% | −986−13.4% | Reduced |
| Kesler, Norman & Wride, LLC | 6,247 | $287.0K | 0.07% | −2,307−27.0% | Reduced |
| Valmark Advisers, Inc. | 6,347 | $287.0K | 0.01% | −71−1.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 6,334 | $287.0K | 0.07% | 00.0% | Unchanged |
| Telemus Capital, LLC | 6,305 | $286.0K | 0.02% | −5,298−45.7% | Reduced |
| Patten & Patten Inc | 6,282 | $285.0K | 0.02% | −1,411−18.3% | Reduced |
| Dividend Assets Capital, LLC | 6,260 | $284.0K | 0.06% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,259 | $283.0K | 0.01% | −131−2.1% | Reduced |
| Altavista Wealth Management, Inc. | 6,218 | $282.0K | 0.06% | −500−7.4% | Reduced |
| Clarkston Capital Partners, LLC | 6,220 | $282.0K | 0.01% | −290−4.5% | Reduced |
| Traynor Capital Management, Inc. | 6,264 | $282.0K | 0.04% | +1,032+19.7% | Added |
| BNC Wealth Management, LLC | 6,210 | $281.0K | 0.17% | 00.0% | Unchanged |
| Rock Creek Group, LP | 6,212 | $281.0K | 0.04% | +875+16.4% | Added |
| Papp L Roy & Associates | 6,198 | $281.0K | 0.04% | +6,198 | New |
| Campion Asset Management LLC | 6,180 | $280.0K | 0.23% | 00.0% | Unchanged |
| Amarillo National Bank | 6,179 | $280.0K | 0.08% | +6,179 | New |
| Glen Eagle Advisors, LLC | 6,171 | $279.5K | 0.09% | +2,651+75.3% | Added |
| Banco Santander, S.A. | 6,140 | $278.0K | 0.00% | −29,628−82.8% | Reduced |
| Ambassador Advisors, LLC | 6,147 | $278.0K | 0.06% | +80+1.3% | Added |
| Phoenix Wealth Advisors | 6,362 | $277.0K | 0.20% | 00.0% | Unchanged |
| Cypress Capital Group | 6,097 | $276.0K | 0.04% | −84−1.4% | Reduced |
| Vaughan David Investments LLC | 6,066 | $275.0K | 0.01% | −2,630−30.2% | Reduced |
| Old Dominion Capital Management Inc | 6,080 | $275.0K | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,069 | $275.0K | 0.05% | +11+0.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 6,069 | $275.0K | 0.18% | +6,069 | New |
| Destination Wealth Management | 6,040 | $274.0K | 0.01% | +6,040 | New |
| Welch Group, LLC | 6,033 | $273.0K | 0.02% | +200+3.4% | Added |
| Park National Corp | 6,004 | $272.0K | 0.01% | −104−1.7% | Reduced |
| Weaver Consulting Group | 5,956 | $270.0K | 0.15% | −1,403−19.1% | Reduced |
| Ullmann Financial Group, Inc. | 5,934 | $269.0K | 0.11% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 5,950 | $269.0K | 0.14% | 00.0% | Unchanged |
| Ibex Investors LLC | 5,916 | $268.0K | 0.16% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,912 | $268.0K | 0.01% | +300+5.3% | Added |
| Security National Bank of Sioux City Iowa | 5,891 | $267.0K | 0.21% | −1,799−23.4% | Reduced |
| Legacy Financial Advisors, Inc. | 5,901 | $267.0K | 0.07% | +289+5.1% | Added |
| Sand Hill Global Advisors, LLC | 5,812 | $263.0K | 0.02% | +149+2.6% | Added |
| Hobart Private Capital, LLC | 5,803 | $262.8K | 0.11% | −29−0.5% | Reduced |
| Mosaic Family Wealth, LLC | 5,789 | $262.0K | 0.08% | −544−8.6% | Reduced |
| Redwood Investment Management, LLC | 5,785 | $262.0K | 0.04% | +5,785 | New |
| Charter Trust Co | 5,735 | $260.0K | 0.02% | −91−1.6% | Reduced |
| Pensionmark Financial Group, LLC | 5,778 | $259.0K | 0.06% | −1,586−21.5% | Reduced |
| First Heartland Consultants, Inc. | 5,727 | $259.0K | 0.04% | +189+3.4% | Added |
| Northeast Financial Consultants Inc | 5,701 | $258.0K | 0.02% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 5,689 | $258.0K | 0.06% | +420+8.0% | Added |
| Willis Johnson & Associates, Inc. | 5,656 | $256.0K | 0.04% | 00.0% | Unchanged |