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 |
|---|---|---|---|---|---|
| Woodward Diversified Capital, LLC | 88,057 | $3.99M | 2.28% | −7,974−8.3% | Reduced |
| Gifford Fong Associates | 88,052 | $3.99M | 0.78% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 87,653 | $3.97M | 0.02% | −3,944−4.3% | Reduced |
| Perigon Wealth Management, LLC | 87,542 | $3.96M | 0.35% | +1,843+2.2% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 87,237 | $3.95M | 0.06% | −47,326−35.2% | Reduced |
| Welch & Forbes LLC | 87,241 | $3.95M | 0.07% | −12,687−12.7% | Reduced |
| Snow Capital Management LP | 87,132 | $3.95M | 0.56% | +3,102+3.7% | Added |
| Weik Capital Management | 86,983 | $3.94M | 1.53% | +475+0.5% | Added |
| Unison Asset Management LLC | 86,817 | $3.93M | 3.43% | −50.0% | Reduced |
| Cubist Systematic Strategies, LLC | 86,494 | $3.92M | 0.04% | −191,063−68.8% | Reduced |
| McGinn Investment Management, Inc. | 86,475 | $3.92M | 2.80% | −327−0.4% | Reduced |
| TownSquare Capital, LLC | 89,989 | $3.91M | 0.13% | +17,770+24.6% | Added |
| Spinnaker Trust | 85,325 | $3.86M | 0.27% | −125−0.1% | Reduced |
| Gotham Asset Management, LLC | 84,861 | $3.84M | 0.16% | −9,477−10.0% | Reduced |
| Associated Banc-Corp | 84,360 | $3.82M | 0.15% | −67,210−44.3% | Reduced |
| Deseret Mutual Benefit Administrators | 83,631 | $3.79M | 0.92% | +83,631 | New |
| Kestra Private Wealth Services, LLC | 83,608 | $3.79M | 0.23% | +23,993+40.2% | Added |
| Pictet Bank & Trust Ltd | 83,555 | $3.78M | 2.12% | −20,000−19.3% | Reduced |
| Oliver Luxxe Assets LLC | 83,559 | $3.78M | 1.04% | +83,559 | New |
| Walleye Capital LLC | 83,107 | $3.76M | 0.14% | −40,947−33.0% | Reduced |
| Segall Bryant & Hamill, LLC | 82,850 | $3.76M | 0.04% | −1,973−2.3% | Reduced |
| Fiduciary Group LLC | 81,003 | $3.74M | 0.43% | −4,430−5.2% | Reduced |
| Cove Street Capital, LLC | 81,100 | $3.67M | 0.53% | −21,300−20.8% | Reduced |
| Hennessy Advisors Inc | 81,000 | $3.67M | 0.20% | −4,000−4.7% | Reduced |
| Independent Advisor Alliance | 80,542 | $3.65M | 0.20% | −2,689−3.2% | Reduced |
| S&CO Inc | 80,464 | $3.64M | 0.28% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 79,788 | $3.61M | 0.70% | −403−0.5% | Reduced |
| Siemens Fonds Invest GmbH | 79,577 | $3.60M | 0.43% | −15,411−16.2% | Reduced |
| Ingalls & Snyder LLC | 79,418 | $3.60M | 0.16% | −7,983−9.1% | Reduced |
| Atria Investments LLC | 79,330 | $3.59M | 0.07% | −12,622−13.7% | Reduced |
| Kanawha Capital Management LLC | 79,209 | $3.59M | 0.33% | +61+0.1% | Added |
| Markston International LLC | 78,707 | $3.56M | 2.17% | −236,559−75.0% | Reduced |
| GWM Advisors LLC | 78,415 | $3.55M | 0.09% | +25,103+47.1% | Added |
| Davenport & Co LLC | 78,375 | $3.55M | 0.03% | −864−1.1% | Reduced |
| American Portfolios Advisors | 77,943 | $3.53M | 0.14% | +1,290+1.7% | Added |
| Bradley Foster & Sargent Inc | 77,256 | $3.50M | 0.08% | +813+1.1% | Added |
| NJ State Employees Deferred Compensation Plan | 77,000 | $3.49M | 0.46% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 76,891 | $3.48M | 1.97% | +404+0.5% | Added |
| Citizens Business Bank | 76,125 | $3.45M | 0.45% | 00.0% | Unchanged |
| L & S Advisors Inc | 75,757 | $3.43M | 0.37% | −85,076−52.9% | Reduced |
| Private Asset Management Inc | 75,724 | $3.43M | 0.46% | −9,546−11.2% | Reduced |
| United Asset Strategies, Inc. | 75,669 | $3.43M | 0.46% | +75,669 | New |
| Level Four Advisory Services, LLC | 75,258 | $3.41M | 0.24% | +14,300+23.5% | Added |
| Allstate Corp | 74,585 | $3.38M | 0.11% | −2,809−3.6% | Reduced |
| Symmetry Investments LP | 74,579 | $3.38M | 0.97% | +74,579 | New |
| Opus Investment Management Inc | 74,500 | $3.37M | 0.51% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 74,492 | $3.37M | 0.23% | +74,492 | New |
| Paradigm Asset Management Co LLC | 73,700 | $3.34M | 0.85% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 73,298 | $3.32M | 0.06% | +395+0.5% | Added |
| Granite Investment Partners, LLC | 73,256 | $3.32M | 0.10% | −1,795−2.4% | Reduced |
| Mission Wealth Management, LP | 73,229 | $3.32M | 0.18% | +19,099+35.3% | Added |
| Wesbanco Bank Inc | 73,159 | $3.31M | 0.12% | −953−1.3% | Reduced |
| Umb Bank N A | 73,168 | $3.31M | 0.08% | +40,484+123.9% | Added |
| Advisor Partners LLC | 72,734 | $3.29M | 0.22% | +699+1.0% | Added |
| Private Advisory Group LLC | 72,160 | $3.27M | 0.83% | +8,206+12.8% | Added |
| DuPont Capital Management Corp | 72,085 | $3.27M | 0.08% | +1,849+2.6% | Added |
| Lido Advisors, LLC | 71,926 | $3.26M | 0.08% | +16,948+30.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 71,460 | $3.24M | 0.02% | +29,730+71.2% | Added |
| Prospera Financial Services Inc | 71,341 | $3.23M | 0.16% | +4,413+6.6% | Added |
| Parcion Private Wealth LLC | 70,777 | $3.21M | 0.32% | +100+0.1% | Added |
| Affinity Investment Advisors, LLC | 70,587 | $3.20M | 1.44% | +70,587 | New |
| Hengehold Capital Management LLC | 70,333 | $3.19M | 0.42% | −7,950−10.2% | Reduced |
| BerganKDV Wealth Management, LLC | 70,182 | $3.18M | 0.38% | +291+0.4% | Added |
| Regions Financial Corp | 70,145 | $3.18M | 0.03% | −2,184−3.0% | Reduced |
| Global Frontier Investments LLC | 70,000 | $3.17M | 2.39% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 69,517 | $3.15M | 0.29% | +8,297+13.6% | Added |
| Karpas Strategies, LLC | 69,366 | $3.14M | 1.12% | +80.0% | Added |
| Sigma Planning Corp | 68,764 | $3.11M | 0.09% | +9,037+15.1% | Added |
| Eqis Capital Management, Inc. | 68,469 | $3.10M | 0.23% | +525+0.8% | Added |
| Beacon Pointe Advisors, LLC | 68,464 | $3.10M | 0.11% | +49,121+253.9% | Added |
| Corient Capital Partners, LLC | 68,021 | $3.08M | 0.23% | +4,517+7.1% | Added |
| Credit Capital Investments LLC | 68,000 | $3.08M | 2.66% | −2,134−3.0% | Reduced |
| Cornercap Investment Counsel Inc | 67,785 | $3.07M | 0.34% | −3,136−4.4% | Reduced |
| Lafayette Investments, Inc. | 67,585 | $3.06M | 0.83% | +7,250+12.0% | Added |
| Ceera Investments, LLC | 67,496 | $3.06M | 2.32% | −985−1.4% | Reduced |
| Horizon Investments, LLC | 67,777 | $3.06M | 0.09% | −7,460−9.9% | Reduced |
| QS Investors, LLC | 67,249 | $3.05M | 0.04% | +1,242+1.9% | Added |
| MAI Capital Management | 67,211 | $3.04M | 0.06% | +9,558+16.6% | Added |
| Usca Ria LLC | 67,013 | $3.04M | 0.18% | +242+0.4% | Added |
| Intercontinental Wealth Advisors, LLC | 66,955 | $3.03M | 0.60% | +929+1.4% | Added |
| Stratos Wealth Partners, LTD. | 66,418 | $3.01M | 0.07% | +2,644+4.1% | Added |
| Argent Trust Co | 65,718 | $2.98M | 0.20% | +3,233+5.2% | Added |
| Azimuth Capital Management LLC | 65,719 | $2.98M | 0.13% | −7,660−10.4% | Reduced |
| Palouse Capital Management, Inc. | 65,578 | $2.97M | 1.30% | −880−1.3% | Reduced |
| Crestwood Advisors Group LLC | 65,557 | $2.97M | 0.09% | −1,688−2.5% | Reduced |
| Cambria Investment Management, L.P. | 65,448 | $2.96M | 0.51% | +9,072+16.1% | Added |
| Ashfield Capital Partners, LLC | 65,421 | $2.96M | 0.21% | 00.0% | Unchanged |
| National Asset Management, Inc. | 68,303 | $2.95M | 0.10% | −10,060−12.8% | Reduced |
| Mirabella Financial Services LLP | 64,884 | $2.94M | 0.57% | −22,466−25.7% | Reduced |
| Core Alternative Capital | 64,834 | $2.94M | 0.68% | −1,088−1.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 64,727 | $2.93M | 0.26% | −248−0.4% | Reduced |
| Ieq Capital, LLC | 64,684 | $2.93M | 0.09% | +18,129+38.9% | Added |
| Stonebridge Capital Advisors LLC | 64,633 | $2.93M | 0.35% | −1,382−2.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 64,500 | $2.92M | 0.53% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64,488 | $2.92M | 0.29% | +5,631+9.6% | Added |
| Veritable, L.P. | 63,773 | $2.89M | 0.05% | +1,057+1.7% | Added |
| SOL Capital Management CO | 63,360 | $2.87M | 0.57% | −4,628−6.8% | Reduced |
| Shayne & Co., LLC | 63,335 | $2.87M | 1.61% | +707+1.1% | Added |
| HighPoint Advisor Group LLC | 63,265 | $2.87M | 0.29% | +29,968+90.0% | Added |
| Advisors Asset Management, Inc. | 62,981 | $2.85M | 0.04% | +3,739+6.3% | Added |