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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 62,647 | $2.84M | 0.07% | +8,789+16.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 62,473 | $2.83M | 0.13% | +3,011+5.1% | Added |
| Strategic Wealth Advisors Group, LLC | 62,415 | $2.83M | 0.13% | +29,661+90.6% | Added |
| Capital Investment Advisors, LLC | 61,269 | $2.77M | 0.10% | −75−0.1% | Reduced |
| Argyle Capital Management Inc. | 61,158 | $2.77M | 0.90% | −250.0% | Reduced |
| Huntington National Bank | 60,805 | $2.75M | 0.03% | −1,546−2.5% | Reduced |
| Essex Investment Management Co LLC | 60,684 | $2.75M | 0.32% | 00.0% | Unchanged |
| HM Payson & Co | 60,558 | $2.74M | 0.07% | −4,217−6.5% | Reduced |
| Burleson & Company, LLC | 60,522 | $2.74M | 0.41% | −11,082−15.5% | Reduced |
| Ulysses Management LLC | 60,000 | $2.72M | 0.46% | −10,000−14.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 59,925 | $2.71M | 0.94% | −4,473−6.9% | Reduced |
| Alerus Financial NA | 59,660 | $2.70M | 0.27% | +10,213+20.7% | Added |
| First National Bank Sioux Falls | 58,898 | $2.67M | 4.06% | −4,175−6.6% | Reduced |
| Synovus Financial Corp | 58,695 | $2.66M | 0.03% | −8,791−13.0% | Reduced |
| JustInvest LLC | 58,387 | $2.64M | 0.28% | +21,929+60.1% | Added |
| Capital Square, LLC | 57,664 | $2.64M | 1.95% | 00.0% | Unchanged |
| Manchester Financial Inc | 57,998 | $2.63M | 1.04% | −1,269−2.1% | Reduced |
| Capula Management Ltd | 58,084 | $2.62M | 0.48% | +58,084 | New |
| Resources Management Corp | 57,730 | $2.62M | 0.37% | −6,219−9.7% | Reduced |
| SWS Partners | 57,672 | $2.61M | 1.70% | −4,669−7.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 57,099 | $2.59M | 0.50% | +57,099 | New |
| Winning Points Advisors, LLC | 56,706 | $2.57M | 1.93% | −1,050−1.8% | Reduced |
| Panagora Asset Management Inc | 56,468 | $2.56M | 0.01% | −36,939−39.5% | Reduced |
| London Co of Virginia | 55,953 | $2.53M | 0.01% | +5,832+11.6% | Added |
| Country Club Trust Company, n.a. | 56,376 | $2.52M | 0.22% | +1,206+2.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 55,060 | $2.49M | 0.92% | −1,771−3.1% | Reduced |
| LS Investment Advisors, LLC | 54,694 | $2.48M | 0.31% | −109,982−66.8% | Reduced |
| Robinson Value Management, Ltd. | 54,680 | $2.48M | 2.02% | −962−1.7% | Reduced |
| Hyman Charles D | 54,447 | $2.47M | 0.17% | −680−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 54,447 | $2.47M | 0.05% | +17,819+48.6% | Added |
| Alaska Permanent Fund Corp | 54,300 | $2.46M | 0.04% | +54,300 | New |
| Lee Danner & Bass Inc | 54,195 | $2.45M | 0.22% | −1,680−3.0% | Reduced |
| Moody Aldrich Partners LLC | 54,182 | $2.45M | 0.34% | +54,182 | New |
| HighMark Wealth Management LLC | 54,165 | $2.45M | 1.80% | +230.0% | Added |
| Moors & Cabot, Inc. | 53,405 | $2.42M | 0.17% | +5,456+11.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 53,330 | $2.42M | 0.02% | +5,675+11.9% | Added |
| Perkins Coie Trust Co | 53,287 | $2.41M | 0.74% | +405+0.8% | Added |
| Foster Group, Inc. | 52,969 | $2.40M | 0.28% | −998−1.8% | Reduced |
| Conning Inc. | 52,950 | $2.40M | 0.07% | −6,176−10.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 52,637 | $2.38M | 0.03% | +4,398+9.1% | Added |
| Itau Unibanco Holding S.A. | 52,600 | $2.38M | 0.12% | +52,600 | New |
| True North Advisors, LLC | 52,478 | $2.38M | 0.50% | −305−0.6% | Reduced |
| BBVA USA | 52,378 | $2.37M | 0.13% | +52,378 | New |
| Sterling Investment Management, Inc. | 51,826 | $2.35M | 1.54% | −8,115−13.5% | Reduced |
| Brio Consultants, LLC | 51,614 | $2.34M | 0.60% | −1,512−2.8% | Reduced |
| Capital Investment Counsel, Inc | 51,227 | $2.32M | 0.52% | +8,502+19.9% | Added |
| Aft, Forsyth & Sober, LLC | 51,000 | $2.31M | 0.87% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 50,834 | $2.30M | 0.14% | +6,969+15.9% | Added |
| KG&L Capital Management,LLC | 50,503 | $2.29M | 1.04% | −627−1.2% | Reduced |
| RFG Advisory, LLC | 50,218 | $2.27M | 0.20% | −4,101−7.5% | Reduced |
| Iat Reinsurance Co Ltd. | 50,000 | $2.27M | 0.31% | 00.0% | Unchanged |
| Quilter Plc | 49,995 | $2.26M | 0.07% | −4,638−8.5% | Reduced |
| Culbertson A N & Co Inc | 49,546 | $2.24M | 0.47% | −1,485−2.9% | Reduced |
| Valeo Financial Advisors, LLC | 49,311 | $2.23M | 0.14% | −1,932−3.8% | Reduced |
| Mark Stevens | 49,069 | $2.22M | 0.25% | +21,185+76.0% | Added |
| Somerset Group LLC | 49,014 | $2.22M | 1.59% | 00.0% | Unchanged |
| Empirical Finance, LLC | 48,997 | $2.22M | 0.36% | +7,645+18.5% | Added |
| Rockland Trust Co | 48,877 | $2.21M | 0.15% | −359,616−88.0% | Reduced |
| Cypress Wealth Services, LLC | 48,487 | $2.20M | 0.60% | −1,531−3.1% | Reduced |
| Columbus Macro, LLC | 48,330 | $2.19M | 0.68% | −2,134−4.2% | Reduced |
| Kinneret Advisory, LLC | 48,237 | $2.19M | 0.26% | 00.0% | Unchanged |
| IMS Capital Management | 48,151 | $2.18M | 1.29% | −1,037−2.1% | Reduced |
| DF Dent & Co Inc | 48,144 | $2.18M | 0.02% | −18,830−28.1% | Reduced |
| Resources Investment Advisors, LLC. | 48,114 | $2.18M | 0.09% | −4,217−8.1% | Reduced |
| Eos Management, L.P. | 48,000 | $2.17M | 1.16% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 47,788 | $2.16M | 0.24% | −1,918−3.9% | Reduced |
| Savant Capital, LLC | 47,752 | $2.16M | 0.09% | +1,174+2.5% | Added |
| Bank of Stockton | 47,076 | $2.13M | 0.64% | −434−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 46,550 | $2.11M | 0.04% | −11,159−19.3% | Reduced |
| Rothschild Investment Corp | 46,523 | $2.11M | 0.17% | +673+1.5% | Added |
| Avantax Planning Partners, Inc. | 45,945 | $2.08M | 0.10% | +4,465+10.8% | Added |
| Union Heritage Capital, LLC | 45,970 | $2.08M | 0.97% | +15,000+48.4% | Added |
| Pavion Blue Capital, LLC | 45,835 | $2.08M | 1.27% | −388−0.8% | Reduced |
| Round Hill Asset Management | 45,767 | $2.07M | 1.02% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 45,506 | $2.06M | 0.13% | −5,731−11.2% | Reduced |
| White Pine Capital LLC | 44,869 | $2.06M | 0.61% | +13,181+41.6% | Added |
| Schnieders Capital Management LLC | 45,242 | $2.05M | 0.56% | +6,050+15.4% | Added |
| Circle Wealth Management, LLC | 45,224 | $2.05M | 0.29% | −3,021−6.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45,032 | $2.04M | 0.02% | −1,167−2.5% | Reduced |
| Penn Mutual Asset Management, LLC | 45,000 | $2.04M | 2.55% | −22,000−32.8% | Reduced |
| Rocky Mountain Advisers, LLC | 44,815 | $2.03M | 2.53% | +1,300+3.0% | Added |
| Evercore Wealth Management, LLC | 44,772 | $2.03M | 0.04% | −900−2.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 44,735 | $2.03M | 0.03% | −745−1.6% | Reduced |
| NBT Bank N A | 44,542 | $2.02M | 0.28% | −1,248−2.7% | Reduced |
| Bessemer Group Inc | 44,031 | $1.99M | 0.00% | −229−0.5% | Reduced |
| Everett Harris & Co | 43,961 | $1.99M | 0.03% | −1,375−3.0% | Reduced |
| Altium Wealth Management LLC | 43,833 | $1.99M | 0.15% | +963+2.2% | Added |
| Boston Private Wealth LLC | 43,812 | $1.98M | 0.03% | −358−0.8% | Reduced |
| Allworth Financial LP | 43,701 | $1.98M | 0.04% | +2,487+6.0% | Added |
| First Hawaiian Bank | 43,269 | $1.96M | 0.08% | +3,071+7.6% | Added |
| Westwood Holdings Group Inc. | 42,756 | $1.94M | 0.02% | +461+1.1% | Added |
| Diversified Trust Co | 42,566 | $1.93M | 0.07% | +1,979+4.9% | Added |
| Haverford Trust Co | 42,565 | $1.93M | 0.02% | +5,960+16.3% | Added |
| Elm Ridge Management, LLC | 42,448 | $1.92M | 2.77% | −16,095−27.5% | Reduced |
| Sentry Investment Management LLC | 42,238 | $1.91M | 0.49% | +14,243+50.9% | Added |
| Swarthmore Group Inc | 42,069 | $1.91M | 0.49% | +803+1.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 41,908 | $1.90M | 0.53% | −4,007−8.7% | Reduced |
| Orion Portfolio Solutions, LLC | 41,886 | $1.90M | 0.07% | +5,347+14.6% | Added |
| Veriti Management LLC | 41,088 | $1.86M | 0.28% | +8,705+26.9% | Added |
| Springhouse Capital Management, LP | 41,000 | $1.86M | 1.68% | −155,000−79.1% | Reduced |