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 |
|---|---|---|---|---|---|
| Enterprise Trust & Investment Co | 40,975 | $1.86M | 0.76% | −250−0.6% | Reduced |
| IFP Advisors, Inc | 40,890 | $1.85M | 0.04% | −665−1.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 40,789 | $1.85M | 0.03% | +16,655+69.0% | Added |
| 44 Wealth Management LLC | 40,747 | $1.84M | 0.71% | +4,587+12.7% | Added |
| Meridian Wealth Partners, LLC | 40,704 | $1.84M | 0.43% | −687−1.7% | Reduced |
| Pacific Asset Management LLC | 40,688 | $1.84M | 1.72% | 00.0% | Unchanged |
| One Capital Management, LLC | 40,579 | $1.84M | 0.16% | +2,176+5.7% | Added |
| Spears Abacus Advisors LLC | 40,408 | $1.83M | 0.13% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 40,362 | $1.83M | 0.12% | −450−1.1% | Reduced |
| Cohen Investment Advisors LLC | 40,258 | $1.82M | 1.42% | +54+0.1% | Added |
| Carret Asset Management, LLC | 40,244 | $1.82M | 0.21% | −287−0.7% | Reduced |
| Palisade Asset Management, LLC | 40,060 | $1.81M | 0.21% | −2,550−6.0% | Reduced |
| JT Stratford LLC | 39,971 | $1.81M | 0.58% | +22,988+135.4% | Added |
| Triangle Securities Wealth Management | 39,888 | $1.81M | 0.61% | +651+1.7% | Added |
| Hollow Brook Wealth Management LLC | 39,876 | $1.81M | 1.12% | +217+0.5% | Added |
| Cullinan Associates Inc | 39,803 | $1.80M | 0.10% | +2,800+7.6% | Added |
| Salzhauer Michael | 53,527 | $1.80M | 0.89% | +33,350+165.3% | Added |
| Neville Rodie & Shaw Inc | 39,682 | $1.80M | 0.14% | −650−1.6% | Reduced |
| Exane Derivatives | 41,381 | $1.79M | 0.42% | −6,106−12.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 39,446 | $1.79M | 0.07% | +91+0.2% | Added |
| Trust Co of Toledo NA | 39,296 | $1.78M | 0.30% | −710−1.8% | Reduced |
| Bowling Portfolio Management LLC | 39,159 | $1.77M | 0.40% | −182−0.5% | Reduced |
| Trust Asset Management LLC | 39,115 | $1.77M | 0.24% | +4,515+13.0% | Added |
| Brooks, Moore & Associates, Inc. | 38,922 | $1.76M | 1.12% | −3,990−9.3% | Reduced |
| Cresset Asset Management, LLC | 38,949 | $1.76M | 0.02% | −153−0.4% | Reduced |
| Lincoln National Corp | 38,322 | $1.74M | 0.04% | +1,991+5.5% | Added |
| Cornerstone Investment Partners, LLC | 38,220 | $1.73M | 0.09% | 00.0% | Unchanged |
| Miller Investment Management, LP | 38,182 | $1.73M | 0.30% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 38,145 | $1.73M | 0.21% | +14,107+58.7% | Added |
| Oldfather Financial Services, LLC | 34,782 | $1.73M | 0.94% | 00.0% | Unchanged |
| AF Advisors, Inc. | 38,040 | $1.72M | 0.86% | +38,040 | New |
| Capital Investment Advisory Services, LLC | 37,931 | $1.72M | 0.22% | +12,158+47.2% | Added |
| Excalibur Management Corp | 37,581 | $1.70M | 0.77% | −417−1.1% | Reduced |
| Pratt Collard Advisory Partners LLC | 37,435 | $1.70M | 1.13% | +400+1.1% | Added |
| Selway Asset Management | 37,400 | $1.69M | 0.91% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,403 | $1.69M | 0.33% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 37,290 | $1.69M | 0.23% | +7,221+24.0% | Added |
| Sepio Capital, LP | 37,052 | $1.68M | 0.14% | +265+0.7% | Added |
| Jackson Hole Capital Partners, LLC | 36,883 | $1.67M | 0.58% | +678+1.9% | Added |
| Stratos Wealth Advisors, LLC | 36,726 | $1.66M | 0.15% | +76+0.2% | Added |
| Bank Hapoalim BM | 36,498 | $1.65M | 0.19% | −22,638−38.3% | Reduced |
| Washington Trust Co | 36,280 | $1.64M | 0.05% | −525−1.4% | Reduced |
| Greenleaf Trust | 36,265 | $1.64M | 0.02% | +2,835+8.5% | Added |
| Sunbelt Securities, Inc. | 36,914 | $1.64M | 0.29% | −45,372−55.1% | Reduced |
| Members Capital Advisors Inc | 36,100 | $1.64M | 1.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 35,928 | $1.63M | 0.20% | +17,505+95.0% | Added |
| Nicholas Hoffman & Company, LLC. | 35,911 | $1.63M | 0.29% | −1,346−3.6% | Reduced |
| Bennett Selby Investments LP | 35,865 | $1.62M | 1.10% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 36,050 | $1.62M | 0.04% | +1,250+3.6% | Added |
| Auxier Asset Management | 35,591 | $1.61M | 0.27% | −248−0.7% | Reduced |
| Toroso Investments, LLC | 35,534 | $1.61M | 0.06% | +12,255+52.6% | Added |
| American Money Management, LLC | 35,267 | $1.60M | 0.54% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 34,712 | $1.59M | 0.90% | +1,250+3.7% | Added |
| Marotta Asset Management | 35,079 | $1.59M | 0.38% | −679−1.9% | Reduced |
| Smith Shellnut Wilson LLC | 35,053 | $1.59M | 0.92% | −125−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,073 | $1.59M | 0.11% | +9,809+38.8% | Added |
| J.W. Cole Advisors, Inc. | 34,929 | $1.58M | 0.12% | +2,667+8.3% | Added |
| Independent Financial Group, LLC | 34,853 | $1.58M | 0.17% | −9,594−21.6% | Reduced |
| Homrich & Berg | 34,733 | $1.57M | 0.04% | +7,587+27.9% | Added |
| Avidian Wealth Solutions, LLC | 34,666 | $1.57M | 0.12% | −1,541−4.3% | Reduced |
| Duff & Phelps Investment Management Co | 34,640 | $1.57M | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 34,137 | $1.55M | 0.31% | +1,080+3.3% | Added |
| Oarsman Capital, Inc. | 33,912 | $1.54M | 0.61% | +586+1.8% | Added |
| First Mercantile Trust Co | 33,838 | $1.53M | 0.18% | −4,151−10.9% | Reduced |
| Citizens National Bank Trust Department | 33,840 | $1.53M | 0.44% | −1,315−3.7% | Reduced |
| Hoey Investments, Inc | 33,725 | $1.53M | 0.47% | +33,725 | New |
| Occidental Asset Management, LLC | 33,146 | $1.50M | 0.40% | +1,403+4.4% | Added |
| PFS Investments Inc. | 34,178 | $1.50M | 0.03% | +3,096+10.0% | Added |
| Focus Financial Network, Inc. | 33,083 | $1.50M | 0.20% | +4,055+14.0% | Added |
| Tokio Marine Asset Management Co Ltd | 32,822 | $1.49M | 0.14% | +4,453+15.7% | Added |
| Ancora Advisors, LLC | 32,753 | $1.48M | 0.04% | −1,505−4.4% | Reduced |
| Lee Financial Co | 32,725 | $1.48M | 0.31% | −210−0.6% | Reduced |
| Grimes & Company, Inc. | 32,651 | $1.48M | 0.06% | −360−1.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 32,632 | $1.48M | 0.89% | −70−0.2% | Reduced |
| CAMG Solamere Management, LLC | 32,560 | $1.48M | 1.27% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 32,379 | $1.47M | 0.12% | +32,379 | New |
| Spire Wealth Management | 31,803 | $1.47M | 0.04% | −8,988−22.0% | Reduced |
| Hoylecohen, LLC | 32,344 | $1.47M | 0.14% | +10.0% | Added |
| Sawyer & Company, Inc | 32,250 | $1.46M | 0.68% | −280−0.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.46M | 0.47% | 00.0% | Unchanged |
| Fiera Capital Corp | 32,106 | $1.45M | 0.00% | −2,906−8.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 32,112 | $1.45M | 0.06% | −658−2.0% | Reduced |
| Scott & Selber, Inc. | 32,034 | $1.45M | 0.56% | −77−0.2% | Reduced |
| Thomasville National Bank | 31,822 | $1.44M | 0.15% | +1,314+4.3% | Added |
| 1st Source Bank | 31,737 | $1.44M | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 31,731 | $1.44M | 0.10% | +1,146+3.7% | Added |
| Martin & Co Inc | 31,685 | $1.44M | 0.36% | −1,962−5.8% | Reduced |
| Tradition Wealth Management, LLC | 31,636 | $1.43M | 0.21% | +70.0% | Added |
| Choate Investment Advisors | 31,590 | $1.43M | 0.09% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 31,536 | $1.43M | 0.10% | +1,396+4.6% | Added |
| Trinity Financial Advisors LLC | 31,508 | $1.43M | 1.00% | +31,508 | New |
| Jefferies Group LLC | 31,476 | $1.43M | 0.02% | +23,311+285.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 31,139 | $1.41M | 0.35% | −1,448−4.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 30,830 | $1.40M | 0.18% | −3,720−10.8% | Reduced |
| Hancock Whitney Corp | 30,812 | $1.40M | 0.04% | −5,266−14.6% | Reduced |
| Wilkinson Global Asset Management LLC | 30,600 | $1.39M | 0.08% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 30,384 | $1.38M | 0.09% | +22,648+292.8% | Added |
| Citadel Investment Advisory, Inc. | 30,366 | $1.38M | 0.85% | −2,880−8.7% | Reduced |
| Meridian Investment Counsel Inc. | 30,299 | $1.37M | 0.48% | +1,336+4.6% | Added |
| Bartlett & Co. Wealth Management LLC | 30,230 | $1.37M | 0.03% | −50−0.2% | Reduced |