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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 4,523 | $205.0K | 0.03% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 4,525 | $205.0K | 0.12% | +4,525 | New |
| Hudson Valley Investment Advisors Inc | 4,465 | $202.0K | 0.04% | +4,465 | New |
| Modera Wealth Management, LLC | 4,446 | $201.0K | 0.01% | +4,446 | New |
| Wealth Alliance Advisory Group, LLC | 4,433 | $201.0K | 0.10% | +4,433 | New |
| Affinity Capital Advisors, LLC | 4,447 | $201.0K | 0.07% | +4,447 | New |
| Salomon & Ludwin, LLC | 4,423 | $200.0K | 0.03% | +4,423 | New |
| Arcadia Investment Management Corp | 4,393 | $199.0K | 0.04% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 4,409 | $199.0K | 0.10% | +36+0.8% | Added |
| Reilly Financial Advisors, LLC | 4,370 | $198.0K | 0.02% | −10.0% | Reduced |
| Carolinas Wealth Consulting LLC | 4,380 | $198.0K | 0.04% | +602+15.9% | Added |
| American Research & Management Co. | 4,350 | $197.0K | 0.04% | −250−5.4% | Reduced |
| Seeyond | 4,364 | $197.0K | 0.02% | +20+0.5% | Added |
| Fieldpoint Private Securities, LLC | 3,884 | $193.0K | 0.04% | +500+14.8% | Added |
| GPS Wealth Strategies Group, LLC | 4,232 | $192.0K | 0.05% | −49−1.1% | Reduced |
| City Holding Co | 4,211 | $191.0K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,141 | $188.0K | 0.05% | +74+1.8% | Added |
| Tradewinds Capital Management, LLC | 4,158 | $188.0K | 0.03% | +604+17.0% | Added |
| Atlas Capital Advisors LLC | 4,136 | $187.3K | 0.03% | +136+3.4% | Added |
| Alpha Paradigm Partners, LLC | 4,096 | $186.0K | 0.07% | +4,096 | New |
| QVR LLC | 4,094 | $185.0K | 0.47% | +4,094 | New |
| Trustcore Financial Services, LLC | 4,071 | $184.0K | 0.02% | +10.0% | Added |
| Evermay Wealth Management LLC | 4,072 | $184.0K | 0.03% | +4,072 | New |
| Edge Wealth Management LLC | 4,050 | $183.0K | 0.04% | −2,752−40.5% | Reduced |
| JJJ Advisors Inc. | 4,048 | $183.0K | 0.07% | +180+4.7% | Added |
| Bedel Financial Consulting, Inc. | 4,013 | $182.0K | 0.06% | +6+0.1% | Added |
| Howe & Rusling Inc | 3,981 | $180.0K | 0.02% | −6−0.2% | Reduced |
| Creative Financial Designs Inc | 3,953 | $179.0K | 0.03% | −82−2.0% | Reduced |
| Professional Financial Advisors, LLC | 3,949 | $177.0K | 0.10% | +8+0.2% | Added |
| WealthShield Partners, LLC | 3,905 | $177.0K | 0.03% | +770+24.6% | Added |
| Versant Capital Management, Inc | 3,833 | $174.0K | 0.06% | +944+32.7% | Added |
| First Command Bank | 3,746 | $169.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 3,746 | $169.0K | 0.02% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 3,682 | $167.0K | 0.10% | −1,000−21.4% | Reduced |
| Oakworth Capital, Inc. | 3,650 | $166.0K | 0.02% | −249−6.4% | Reduced |
| Aspire Private Capital, LLC | 3,673 | $166.0K | 0.05% | −19−0.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,656 | $166.0K | 0.04% | +55+1.5% | Added |
| Sierra Capital LLC | 3,643 | $165.0K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3,504 | $159.0K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 3,503 | $159.0K | 0.12% | +151+4.5% | Added |
| Optimum Investment Advisors | 3,476 | $157.0K | 0.05% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,433 | $155.0K | 0.02% | −494−12.6% | Reduced |
| Arlington Partners LLC | 3,420 | $155.0K | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3,414 | $155.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,384 | $153.0K | 0.14% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,325 | $151.0K | 0.04% | −390−10.5% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 3,276 | $148.4K | 0.02% | +339+11.5% | Added |
| Firestone Capital Management | 3,221 | $146.0K | 0.05% | +2+0.1% | Added |
| FourThought Financial, LLC | 3,130 | $141.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Financial, llc | 3,097 | $140.0K | 0.04% | −53−1.7% | Reduced |
| Capstone Investment Advisors, LLC | 3,053 | $138.0K | 0.00% | −16,004−84.0% | Reduced |
| Prentice Wealth Management LLC | 3,051 | $138.0K | 0.07% | 00.0% | Unchanged |
| CNB Bank | 2,952 | $134.0K | 0.08% | −159−5.1% | Reduced |
| Loomis Sayles & Co L P | 2,879 | $130.0K | 0.00% | +2,180+311.9% | Added |
| Clean Yield Group | 2,848 | $129.0K | 0.05% | +2,848 | New |
| Hills Bank & Trust Co | 2,836 | $128.0K | 0.02% | +80+2.9% | Added |
| Vigilant Capital Management, LLC | 2,794 | $127.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,729 | $124.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,737 | $124.0K | 0.08% | +10.0% | Added |
| Clear Investment Research, LLC | 2,734 | $124.0K | 0.21% | +958+53.9% | Added |
| Simon Quick Advisors, LLC | 2,735 | $123.0K | 0.03% | −559−17.0% | Reduced |
| TCI Wealth Advisors, Inc. | 2,669 | $121.0K | 0.02% | +14+0.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,605 | $118.0K | 0.02% | +2,605 | New |
| D'Orazio & Associates, Inc. | 2,561 | $116.0K | 0.03% | +10.0% | Added |
| Acima Private Wealth, LLC | 2,572 | $116.0K | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 2,511 | $114.0K | 0.01% | +274+12.2% | Added |
| Winch Advisory Services, LLC | 2,477 | $112.0K | 0.04% | −244−9.0% | Reduced |
| Massmutual Trust Co FSB | 2,464 | $112.0K | 0.00% | +699+39.6% | Added |
| LeJeune Puetz Investment Counsel LLC | 2,475 | $112.0K | 0.04% | +2,475 | New |
| West Paces Advisors Inc. | 2,455 | $111.2K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,452 | $111.0K | 0.01% | −8−0.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,433 | $110.2K | 0.03% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,410 | $109.0K | 0.07% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,389 | $108.2K | 0.05% | +23+1.0% | Added |
| Security National Trust Co | 2,319 | $105.0K | 0.02% | −275−10.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,326 | $105.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,302 | $104.0K | 0.06% | +2+0.1% | Added |
| Modus Advisors, LLC | 2,305 | $104.0K | 0.04% | +2,305 | New |
| BDO Wealth Advisors, LLC | 2,271 | $103.0K | 0.01% | −3,300−59.2% | Reduced |
| Rosenberg Matthew Hamilton | 2,133 | $97.0K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,100 | $95.0K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,097 | $95.0K | 0.03% | +10.0% | Added |
| First Financial Corp | 2,050 | $93.0K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,021 | $91.8K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $90.6K | 0.11% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,962 | $89.0K | 0.00% | −5,848−74.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,931 | $87.0K | 0.04% | +77+4.2% | Added |
| Bogart Wealth, LLC | 1,921 | $87.0K | 0.01% | +400+26.3% | Added |
| Eukles Asset Management | 1,918 | $87.0K | 0.05% | +1,269+195.5% | Added |
| Endurance Wealth Management, Inc. | 1,885 | $85.0K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,881 | $85.0K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,860 | $84.2K | 0.04% | −70,810−97.4% | Reduced |
| Sonora Investment Management, LLC | 1,829 | $83.0K | 0.01% | −9,730−84.2% | Reduced |
| Resolute Partners Group | 1,704 | $83.0K | 0.01% | +677+65.9% | Added |
| Gables Capital Management Inc. | 1,800 | $82.0K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,800 | $82.0K | 0.05% | +300+20.0% | Added |
| Earnest Partners LLC | 1,761 | $80.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,766 | $80.0K | 0.06% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,766 | $80.0K | 0.01% | +44+2.6% | Added |
| Strategic Blueprint, LLC | 1,772 | $80.0K | 0.01% | +1,772 | New |