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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 5,636 | $255.0K | 0.02% | −267−4.5% | Reduced |
| Norway Savings Bank | 5,639 | $255.0K | 0.12% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 5,609 | $254.0K | 0.13% | −27−0.5% | Reduced |
| Machina Capital S.A.S. | 5,600 | $254.0K | 0.43% | +5,600 | New |
| Sutton Wealth Advisors Inc. | 5,581 | $252.8K | 0.09% | +32+0.6% | Added |
| Berman Capital Advisors, LLC | 5,571 | $252.0K | 0.04% | +2,425+77.1% | Added |
| All Terrain Financial Advisors, LLC | 5,550 | $251.0K | 0.12% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,545 | $251.0K | 0.03% | +5,545 | New |
| HC Financial Advisors Inc | 5,516 | $250.0K | 0.15% | −1,378−20.0% | Reduced |
| Comerica Securities,inc. | 5,502 | $249.0K | 0.02% | −924−14.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 5,500 | $249.0K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 5,500 | $249.0K | 0.05% | +5,500 | New |
| Baker Boyer National Bank | 6,354 | $249.0K | 0.13% | +6,354 | New |
| Zions Bancorporation, N.A. | 5,482 | $248.0K | 0.02% | −1,087−16.5% | Reduced |
| Green Harvest Asset Management LLC | 5,459 | $247.0K | 0.05% | +56+1.0% | Added |
| Texas Yale Capital Corp. | 5,434 | $246.0K | 0.01% | −1,000−15.5% | Reduced |
| Johanson Financial Advisors, Inc. | 5,467 | $246.0K | 0.08% | −59−1.1% | Reduced |
| Atlas Brown,Inc. | 5,437 | $246.0K | 0.11% | 00.0% | Unchanged |
| REDW Wealth LLC | 5,421 | $246.0K | 0.08% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,430 | $246.0K | 0.02% | +4,000+279.7% | Added |
| Keebeck Wealth Management, LLC | 5,419 | $245.0K | 0.04% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,417 | $245.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,417 | $245.0K | 0.18% | +1,680+45.0% | Added |
| Pecaut & Co. | 5,400 | $245.0K | 0.16% | +5,400 | New |
| Curated Wealth Partners LLC | 5,407 | $245.0K | 0.13% | +5,407 | New |
| Samalin Investment Counsel, LLC | 5,371 | $243.0K | 0.16% | −2,102−28.1% | Reduced |
| Summit Global Investments | 5,366 | $243.0K | 0.01% | −100−1.8% | Reduced |
| Cahill Financial Advisors Inc | 5,372 | $243.0K | 0.05% | +5,372 | New |
| Valtinson Bruner Financial Planning LLC | 5,367 | $242.0K | 0.14% | +4+0.1% | Added |
| Bank of Nova Scotia Trust Co | 5,343 | $242.0K | 0.02% | −140−2.6% | Reduced |
| Hardy Reed LLC | 5,324 | $241.0K | 0.04% | −1,337−20.1% | Reduced |
| Capital CS Group, LLC | 5,322 | $241.0K | 0.20% | +5,322 | New |
| Constitution Capital LLC | 5,300 | $240.0K | 0.15% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,266 | $238.0K | 0.13% | −210−3.8% | Reduced |
| Polar Asset Management Partners Inc. | 5,260 | $238.0K | 0.00% | +5,260 | New |
| Gratus Capital LLC | 5,243 | $237.0K | 0.03% | −799−13.2% | Reduced |
| Monument Capital Management | 5,224 | $237.0K | 0.08% | +5,224 | New |
| Coastline Trust Co | 5,221 | $236.0K | 0.03% | 00.0% | Unchanged |
| Glenview State Bank Trust Dept. | 5,210 | $236.0K | 0.07% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 5,218 | $236.0K | 0.00% | +5,218 | New |
| Northern Oak Wealth Management Inc | 5,199 | $235.0K | 0.03% | −1,065−17.0% | Reduced |
| Bryn Mawr Trust Co | 5,196 | $235.0K | 0.01% | −875−14.4% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 5,190 | $235.0K | 0.03% | −700−11.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,157 | $234.0K | 0.14% | −1,043−16.8% | Reduced |
| Asset Management Corp | 5,172 | $234.0K | 0.15% | −402−7.2% | Reduced |
| Nations Financial Group Inc, | 5,169 | $234.0K | 0.04% | +5,169 | New |
| Newman Dignan & Sheerar, Inc. | 5,140 | $233.0K | 0.08% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 5,125 | $232.0K | 0.02% | +5,125 | New |
| Aspireon Wealth Advisors | 5,114 | $232.0K | 0.15% | +5,114 | New |
| Evolution Wealth Advisors, LLC | 5,108 | $231.0K | 0.05% | +4,800+1,558.4% | Added |
| Buckhead Capital Management LLC | 5,099 | $231.0K | 0.05% | +5,099 | New |
| Burt Wealth Advisors | 5,070 | $230.0K | 0.08% | +5,070 | New |
| Acropolis Investment Management, LLC | 5,065 | $229.0K | 0.02% | −859−14.5% | Reduced |
| Dark Forest Capital Management LP | 5,053 | $229.0K | 0.10% | +5,053 | New |
| FinTrust Capital Advisors, LLC | 5,026 | $228.0K | 0.06% | +899+21.8% | Added |
| Cito Capital Group, LLC | 5,000 | $226.0K | 0.10% | 00.0% | Unchanged |
| Puzo Michael J | 5,000 | $226.0K | 0.07% | +5,000 | New |
| Hourglass Capital, LLC | 5,000 | $226.0K | 0.05% | +5,000 | New |
| Oxbow Advisors, LLC | 4,978 | $225.0K | 0.02% | +4,978 | New |
| Flossbach Von Storch AG | 4,970 | $225.0K | 0.00% | +4,970 | New |
| Wolff Wiese Magana LLC | 4,914 | $223.0K | 0.16% | +714+17.0% | Added |
| Fagan Associates, Inc. | 8,541 | $223.0K | 0.05% | +8,541 | New |
| Chesapeake Wealth Management | 4,928 | $223.0K | 0.07% | +4,928 | New |
| Old Mission Investment Co LLC | 4,905 | $222.2K | 0.09% | −1,213−19.8% | Reduced |
| Tranquilli Financial Advisor LLC | 4,892 | $222.0K | 0.17% | +4,892 | New |
| Hantz Financial Services, Inc. | 4,883 | $221.0K | 0.01% | −110,480−95.8% | Reduced |
| Equitable Trust Co | 4,868 | $221.0K | 0.01% | −500−9.3% | Reduced |
| Waters Parkerson & Co., LLC | 4,883 | $221.0K | 0.01% | +4,883 | New |
| WESPAC Advisors, LLC | 4,879 | $221.0K | 0.42% | +4,879 | New |
| Lyell Wealth Management, LP | 4,891 | $221.0K | 0.03% | +4,891 | New |
| 55I, LLC | 4,879 | $221.0K | 0.01% | +4,879 | New |
| Means Investment Co., Inc. | 4,837 | $219.0K | 0.04% | +4,837 | New |
| Prime Capital Investment Advisors, LLC | 4,844 | $219.0K | 0.01% | +4,844 | New |
| United Bank | 4,819 | $218.0K | 0.03% | −1,400−22.5% | Reduced |
| Golden State Wealth Management, LLC | 4,820 | $218.0K | 0.05% | +4,820 | New |
| West Oak Capital, LLC | 4,800 | $217.0K | 0.09% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,779 | $216.0K | 0.10% | +4,779 | New |
| Smith, Salley & Associates | 4,756 | $215.0K | 0.02% | +4,756 | New |
| Financial Advisory Group | 4,742 | $215.0K | 0.05% | +4,742 | New |
| Biltmore Capital Advisors LLC | 4,749 | $215.0K | 0.04% | +4,749 | New |
| Advisor Resource Council | 4,717 | $214.0K | 0.02% | +4,717 | New |
| Premier Asset Management LLC | 4,702 | $213.0K | 0.03% | +4,702 | New |
| Copperwynd Financial, LLC | 4,699 | $213.0K | 0.09% | +4,699 | New |
| Formidable Asset Management, LLC | 4,660 | $212.0K | 0.05% | −6,465−58.1% | Reduced |
| Plimoth Trust Co LLC | 4,680 | $212.0K | 0.06% | −1,261−21.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,655 | $211.0K | 0.14% | −3,085−39.9% | Reduced |
| Select Asset Management & Trust | 4,661 | $211.0K | 0.12% | −750−13.9% | Reduced |
| Hoese & Co LLP | 4,662 | $211.0K | 0.24% | +450+10.7% | Added |
| Wealthquest Corp | 4,678 | $211.0K | 0.04% | +4,678 | New |
| Whalerock Point Partners, LLC | 4,640 | $210.1K | 0.08% | +4,640 | New |
| Community Trust & Investment Co | 4,619 | $209.0K | 0.02% | +4,619 | New |
| Catalyst Capital Advisors LLC | 4,615 | $209.0K | 0.01% | +4,615 | New |
| Northstar Group, Inc. | 4,599 | $209.0K | 0.05% | +4,599 | New |
| Bordeaux Wealth Advisors LLC | 4,625 | $209.0K | 0.12% | +4,625 | New |
| Certified Advisory Corp | 4,586 | $208.0K | 0.05% | −1,719−27.3% | Reduced |
| Ellenbecker Investment Group | 4,603 | $208.0K | 0.07% | +4,603 | New |
| Integrated Investment Consultants, LLC | 4,573 | $207.0K | 0.06% | +4,573 | New |
| Rockbridge Investment Management, LCC | 4,549 | $206.0K | 0.03% | −692−13.2% | Reduced |
| Hall Laurie J Trustee | 4,547 | $206.0K | 0.08% | −42−0.9% | Reduced |
| Verus Financial Partners, Inc. | 4,589 | $206.0K | 0.03% | +4,589 | New |