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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 1,756 | $79.0K | 0.02% | +98+5.9% | Added |
| Archer Investment Corp | 1,729 | $78.3K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 1,703 | $77.0K | 0.05% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,697 | $77.0K | 0.01% | +147+9.5% | Added |
| Adirondack Trust Co | 1,669 | $76.0K | 0.04% | −237−12.4% | Reduced |
| Country Trust Bank | 1,653 | $75.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,648 | $75.0K | 0.05% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,664 | $75.0K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,579 | $74.0K | 0.01% | +212+15.5% | Added |
| Assetmark, Inc | 1,570 | $71.0K | 0.00% | +1,570 | New |
| Cordasco Financial Network | 1,500 | $68.0K | 0.05% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 1,484 | $67.0K | 0.00% | −420−22.1% | Reduced |
| Mizuho Securities Co. Ltd. | 1,425 | $65.0K | 0.01% | +1,139+398.3% | Added |
| Selective Wealth Management, Inc. | 1,404 | $64.0K | 0.05% | −672−32.4% | Reduced |
| Pacifica Partners Inc. | 1,440 | $64.0K | 0.05% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,387 | $63.0K | 0.09% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,365 | $62.0K | 0.01% | +140+11.4% | Added |
| Accel Wealth Management | 1,339 | $61.0K | 0.04% | +2+0.1% | Added |
| Ellis Investment Partners, LLC | 1,331 | $60.0K | 0.02% | −1−0.1% | Reduced |
| Heritage Wealth Advisors | 1,306 | $59.1K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,311 | $59.0K | 0.00% | −77−5.5% | Reduced |
| Ford Financial Group, LLC | 1,303 | $59.0K | 0.02% | +1,303 | New |
| Cranbrook Wealth Management, LLC | 1,275 | $58.0K | 0.01% | −470−26.9% | Reduced |
| Johnson Midwest Financial, LLC | 1,285 | $58.0K | 0.06% | +115+9.8% | Added |
| McIlrath & Eck, LLC | 1,213 | $55.0K | 0.02% | +19+1.6% | Added |
| Key Financial Inc | 1,203 | $55.0K | 0.03% | 00.0% | Unchanged |
| HWG Holdings LP | 1,169 | $53.0K | 0.03% | −10,742−90.2% | Reduced |
| First Horizon Corp | 1,156 | $52.0K | 0.00% | −4,244−78.6% | Reduced |
| USA Financial Portformulas Corp | 1,150 | $52.0K | 0.04% | +1,150 | New |
| MBM Wealth Consultants, LLC | 1,115 | $50.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1,100 | $50.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,095 | $50.0K | 0.02% | +795+265.0% | Added |
| NewSquare Capital LLC | 1,079 | $49.0K | 0.01% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,070 | $48.0K | 0.01% | +183+20.6% | Added |
| Eagle Bay Advisors LLC | 1,030 | $48.0K | 0.04% | +1,030 | New |
| Hillsdale Investment Management Inc. | 1,040 | $47.0K | 0.00% | −890−46.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,026 | $46.0K | 0.01% | 00.0% | Unchanged |
| Westport Asset Management Inc | 1,000 | $45.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 974 | $44.0K | 0.03% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 953 | $43.0K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 925 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 900 | $40.8K | 0.03% | −2,400−72.7% | Reduced |
| Hoover Financial Advisors, Inc. | 850 | $38.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 830 | $38.0K | 0.28% | +830 | New |
| Personal Wealth Partners | 847 | $38.0K | 0.02% | +847 | New |
| Horan Securities, Inc. | 828 | $37.0K | 0.03% | +333+67.3% | Added |
| Old Second National Bank of Aurora | 793 | $36.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 796 | $36.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 773 | $35.0K | 0.02% | −1,727−69.1% | Reduced |
| Altshuler Shaham Ltd | 752 | $34.0K | 0.00% | +752 | New |
| Gemmer Asset Management LLC | 719 | $33.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 706 | $32.0K | 0.02% | +2+0.3% | Added |
| Bellwether Advisors, LLC | 719 | $32.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 700 | $32.0K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 700 | $32.0K | 0.03% | +700 | New |
| Timber Creek Capital Management LLC | 700 | $31.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 683 | $31.0K | 0.01% | 00.0% | Unchanged |
| Beck Bode, LLC | 681 | $31.0K | 0.01% | +681 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 647 | $29.0K | 0.00% | −21,723−97.1% | Reduced |
| Perennial Advisors, LLC | 650 | $29.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $29.0K | 0.01% | – | New |
| RPG Investment Advisory, LLC | 620 | $28.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 618 | $28.0K | 0.02% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 606 | $27.0K | 0.02% | −371−38.0% | Reduced |
| Atlas Private Wealth Advisors | 605 | $27.0K | 0.01% | −130−17.7% | Reduced |
| MV Capital Management, Inc. | 602 | $27.0K | 0.00% | +511+561.5% | Added |
| GeoWealth Management, LLC | 600 | $27.0K | 0.00% | +600 | New |
| Isthmus Partners, LLC | 600 | $27.0K | 0.00% | +600 | New |
| Coastal Capital Group, Inc. | 575 | $26.0K | 0.01% | +1+0.2% | Added |
| Savior LLC | 548 | $25.0K | 0.02% | −98−15.2% | Reduced |
| Centerpoint Advisors, LLC | 558 | $25.0K | 0.01% | +558 | New |
| Charter Oak Capital Management, LLC | 538 | $24.0K | 0.00% | −500−48.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 534 | $24.0K | 0.02% | 00.0% | Unchanged |
| Lake Point Wealth Management | 536 | $24.0K | 0.01% | +536 | New |
| Sound Income Strategies, LLC | 427 | $19.0K | 0.00% | +200+88.1% | Added |
| Turim 21 Investimentos Ltda. | 412 | $19.0K | 0.01% | +412 | New |
| Pittenger & Anderson Inc | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 365 | $17.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 368 | $16.7K | 0.01% | 00.0% | Unchanged |
| Davis Capital Partners, LLC | 355 | $16.1K | 0.00% | 00.0% | Unchanged |
| Veritas Investment Management (UK) Ltd | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 356 | $16.0K | 0.00% | 00.0% | Unchanged |
| MD Financial Management Inc. | 330 | $15.0K | 0.00% | −90,045−99.6% | Reduced |
| Hanson & Doremus Investment Management | 656 | $15.0K | 0.00% | −43−6.2% | Reduced |
| America First Investment Advisors, LLC | 341 | $15.0K | 0.00% | −128−27.3% | Reduced |
| FormulaFolio Investments, LLC | 340 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 333 | $15.0K | 0.01% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 326 | $14.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 319 | $14.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 314 | $14.0K | 0.00% | +149+90.3% | Added |
| Westside Investment Management, Inc. | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 269 | $12.2K | 0.00% | −127−32.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 275 | $12.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 243 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 235 | $11.0K | 0.00% | +125+113.6% | Added |
| Community Bank, N.A. | 250 | $11.0K | 0.00% | +250 | New |