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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, Q3 2021

Institutional positions in Wells Fargo & Company as of Sep 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
1,913
+5 vs. Q2 2021
Shares held
2.89B
−49.7M (−1.7%) vs. Q2 2021
Total value
$134.2B
+$1.09B (+0.8%) vs. Q2 2021
New holders
119
679 more added
Sold out
114
817 more reduced

27 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,913 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,882 institutions
Value heldQ3 2021: $134.2B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,882$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2021.

Institutions holding WFC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Group, LLC10$00.00%00.0%Unchanged
Leelyn Smith, LLC7$00.00%00.0%Unchanged
HBC Financial Services, PLLC11$00.00%00.0%Unchanged
Ibex Wealth Advisors1$00.00%+1New
Tfo-TDC, LLC1$00.00%+1New
Toth Financial Advisory Corp28$1.00K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC25$1.00K0.00%00.0%Unchanged
Pacitti Group Inc.31$1.00K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.17$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC25$1.00K0.00%00.0%Unchanged
Cordant, Inc.18$1.00K0.00%+18New
True Link Financial Advisors, LLC19$1.00K0.00%+19New
Cribstone Capital Management, LLC33$2.00K0.00%−300−90.1%Reduced
American National Bank50$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC47$2.00K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC53$2.00K0.00%00.0%Unchanged
Vectors Research Management, LLC50$2.00K0.00%+25+100.0%Added
Systematic Alpha Investments, LLC44$2.00K0.00%+44New
Better Money Decisions, LLC75$3.00K0.00%00.0%Unchanged
Filbrandt Wealth Management, LLC54$3.00K0.00%+54New
Herold Advisors, Inc.100$4.00K0.00%+100New
MD Financial Management Inc.105$5.00K0.00%−225−68.2%Reduced
Financial Enhancement Group LLC100$5.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC113$5.00K0.00%00.0%Unchanged
Horizon Financial Services, LLC97$5.00K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC109$5.00K0.00%+109New
Strategic Asset Management, LLC100$5.00K0.01%+100New
Dark Forest Capital Management LP129$6.00K0.00%−4,924−97.4%Reduced
Savior LLC127$6.00K0.01%−421−76.8%Reduced
Riggs Asset Managment Co. Inc.129$6.00K0.00%00.0%Unchanged
Princeton Global Asset Management LLC133$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.131$6.00K0.00%+24+22.4%Added
Moisand Fitzgerald Tamayo, LLC150$7.00K0.00%−945−86.3%Reduced
Global Wealth Management Investment Advisory, Inc.151$7.00K0.00%00.0%Unchanged
Benjamin Edwards Inc160$7.00K0.00%+160New
Central Bank & Trust Co165$8.00K0.00%−149−47.5%Reduced
Capital Advisors, Ltd. LLC175$8.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC163$8.00K0.00%00.0%Unchanged
Consolidated Planning Corp165$8.00K0.01%+165New
Atlas Private Wealth Advisors198$9.00K0.00%−407−67.3%Reduced
First National Bank of South Miami200$9.00K0.01%00.0%Unchanged
Wealth Quarterback LLC189$9.00K0.01%+1+0.5%Added
Gleason Group, Inc.212$10.0K0.00%+1+0.5%Added
Rational Advisors LLC222$10.0K0.00%+222New
TSFG, LLC243$11.0K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC238$12.0K0.00%−300−55.8%Reduced
Addison Advisors LLC261$12.0K0.01%+20+8.3%Added
Raffa Wealth Management, LLC269$12.5K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.285$13.0K0.00%−1,140−80.0%Reduced
Westside Investment Management, Inc.300$13.0K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.290$13.0K0.00%+15+5.5%Added
Cutler Group LP364$16.0K0.00%−155,359−99.8%Reduced
Veritas Investment Management (UK) Ltd350$16.0K0.00%00.0%Unchanged
America First Investment Advisors, LLC341$16.0K0.00%00.0%Unchanged
Davis Capital Partners, LLC355$16.1K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.365$17.0K0.03%00.0%Unchanged
Center for Financial Planning, Inc.356$17.0K0.00%00.0%Unchanged
Kowal Investment Group, LLC376$17.0K0.01%+376New
Halpern Financial, Inc.368$17.1K0.01%00.0%Unchanged
Red Tortoise LLC431$18.0K0.01%+431New
Turim 21 Investimentos Ltda.412$19.0K0.01%00.0%Unchanged
Pittenger & Anderson Inc400$19.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC400$19.0K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.400$19.0K0.01%00.0%Unchanged
Sterling Financial Planning, Inc.400$19.0K0.01%00.0%Unchanged
Orion Capital Management LLC400$19.0K0.01%00.0%Unchanged
Kozak & Associates, Inc.367$19.0K0.01%+367New
Sound Income Strategies, LLC427$20.0K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.435$20.0K0.01%+435New
Baystate Wealth Management LLC458$21.0K0.00%+223+94.9%Added
TFC Financial Management485$23.0K0.01%+166+52.0%Added
Tower View Investment Management & Research LLC500$23.0K0.01%+500New
TD Ameritrade Investment Management, LLC1,033$24.0K0.00%−278−21.2%Reduced
Lake Point Wealth Management536$25.0K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC534$25.0K0.02%00.0%Unchanged
Centerpoint Advisors, LLC558$26.0K0.01%00.0%Unchanged
Atlantic Trust, LLC570$26.0K0.02%+570New
Coastal Capital Group, Inc.577$27.0K0.01%+2+0.3%Added
Cascade Investment Advisors, Inc.600$27.8K0.02%−300−33.3%Reduced
Motco598$28.0K0.00%−8,357−93.3%Reduced
AllSquare Wealth Management LLC600$28.0K0.02%−1,200−66.7%Reduced
Cedar Mountain Advisors, LLC617$29.0K0.01%−66−9.7%Reduced
RPG Investment Advisory, LLC620$29.0K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC618$29.0K0.02%00.0%Unchanged
GeoWealth Management, LLC625$29.0K0.00%+25+4.2%Added
Holloway Wealth Management, LLC–$30.0K0.01%––
US Asset Management LLC637$30.0K0.03%+637New
HHM Wealth Advisors, LLC694$32.0K0.01%−332−32.4%Reduced
Newton One Investments LLC700$32.0K0.02%00.0%Unchanged
Timber Creek Capital Management LLC700$32.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.709$33.0K0.02%+3+0.4%Added
Bellwether Advisors, LLC719$33.0K0.01%00.0%Unchanged
Hanson & Doremus Investment Management702$33.0K0.01%+46+7.0%Added
Pinnacle Holdings, LLC732$34.0K0.01%+732New
Activest Wealth Management723$34.0K0.02%−2,780−79.4%Reduced
Larson Financial Group LLC758$35.0K0.01%−607−44.5%Reduced
Gemmer Asset Management LLC757$35.0K0.00%+38+5.3%Added
Kings Point Capital Management767$36.0K0.00%−999−56.6%Reduced
Old Second National Bank of Aurora793$37.0K0.01%00.0%Unchanged
Costello Asset Management, INC796$37.0K0.02%00.0%Unchanged