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, 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fulcrum Asset Management LLP | – | $1.01M | 0.50% | – | – |
| Appleton Partners Inc | 21,700 | $1.01M | 0.08% | −773−3.4% | Reduced |
| Truehand, Inc | 21,771 | $1.01M | 0.60% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 21,790 | $1.01M | 0.10% | +1,534+7.6% | Added |
| Investors Asset Management of Georgia Inc | 21,846 | $1.01M | 0.53% | −1,299−5.6% | Reduced |
| Psagot Investment House Ltd. | 21,858 | $1.01M | 0.17% | +8,060+58.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 21,858 | $1.01M | 0.17% | +21,858 | New |
| Carlson Capital Management | 21,919 | $1.02M | 0.11% | +276+1.3% | Added |
| Peoples Financial Services Corp. | 21,991 | $1.02M | 0.43% | 00.0% | Unchanged |
| Simmons Bank | 22,055 | $1.02M | 0.07% | +324+1.5% | Added |
| Engine No. 1 LLC | 22,128 | $1.03M | 0.26% | +8,914+67.5% | Added |
| Proequities, Inc. | 22,225 | $1.03M | 0.06% | −110.0% | Reduced |
| Courier Capital LLC | 22,226 | $1.03M | 0.10% | −121−0.5% | Reduced |
| Westwood Holdings Group Inc. | 22,266 | $1.03M | 0.01% | −20,490−47.9% | Reduced |
| RSM US Wealth Management LLC | 22,271 | $1.03M | 0.06% | +826+3.9% | Added |
| Alaethes Wealth LLC | 22,360 | $1.04M | 0.75% | 00.0% | Unchanged |
| First National Trust Co | 22,390 | $1.04M | 0.06% | −1,061−4.5% | Reduced |
| TrinityPoint Wealth, LLC | 22,396 | $1.04M | 0.20% | +50+0.2% | Added |
| Gryphon Financial Partners LLC | 22,443 | $1.04M | 0.24% | −8,653−27.8% | Reduced |
| Rossmore Private Capital | 22,474 | $1.04M | 0.18% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 22,522 | $1.04M | 0.47% | −1,129−4.8% | Reduced |
| Jefferies Group LLC | 22,540 | $1.05M | 0.03% | −8,936−28.4% | Reduced |
| N.E.W. Advisory Services LLC | 22,622 | $1.05M | 0.17% | +179+0.8% | Added |
| Financial Counselors Inc | 22,745 | $1.06M | 0.02% | −2,236−9.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 22,780 | $1.06M | 0.17% | +150+0.7% | Added |
| Wakefield Asset Management LLLP | 22,794 | $1.06M | 0.40% | +164+0.7% | Added |
| Erste Asset Management GmbH | 22,581 | $1.06M | 0.02% | +1,253+5.9% | Added |
| Resource Management, LLC | 22,893 | $1.06M | 0.12% | +1,556+7.3% | Added |
| Pathstone Family Office, LLC | 22,971 | $1.06M | 0.03% | +2,862+14.2% | Added |
| Core Wealth Advisors, Inc. | 22,959 | $1.07M | 0.71% | +22,959 | New |
| Coastal Investment Advisors, Inc. | 23,129 | $1.07M | 0.25% | +684+3.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 23,183 | $1.08M | 0.03% | −1,900−7.6% | Reduced |
| Signaturefd, LLC | 23,200 | $1.08M | 0.04% | +389+1.7% | Added |
| Main Street Research LLC | 23,256 | $1.08M | 0.09% | −6,583−22.1% | Reduced |
| Arkadios Wealth Advisors | 23,483 | $1.09M | 0.16% | −12,445−34.6% | Reduced |
| Sage Rhino Capital LLC | 23,488 | $1.09M | 0.33% | +545+2.4% | Added |
| American State Bank (Iowa) | 23,500 | $1.09M | 0.85% | −1,170−4.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 23,599 | $1.09M | 0.04% | +10,632+82.0% | Added |
| CoreFirst Bank & Trust | 23,779 | $1.10M | 0.77% | −720−2.9% | Reduced |
| Gladstone Institutional Advisory LLC | 23,826 | $1.11M | 0.11% | −14,319−37.5% | Reduced |
| Joel Isaacson & Co., LLC | 23,951 | $1.11M | 0.08% | +11,500+92.4% | Added |
| TRUE Private Wealth Advisors | 23,999 | $1.11M | 0.16% | +1,042+4.5% | Added |
| Compton Capital Management Inc | 24,000 | $1.11M | 0.33% | −1,500−5.9% | Reduced |
| Wrapmanager Inc | 24,017 | $1.11M | 0.29% | +254+1.1% | Added |
| Balentine LLC | 24,071 | $1.12M | 0.04% | +16,774+229.9% | Added |
| Cumberland Advisors Inc | 24,150 | $1.12M | 0.26% | −1,250−4.9% | Reduced |
| Jeppson Wealth Management, LLC | 24,176 | $1.12M | 0.58% | +15+0.1% | Added |
| Quad-Cities Investment Group, LLC | 24,232 | $1.13M | 0.79% | +20.0% | Added |
| Tealwood Asset Management Inc | 24,290 | $1.13M | 0.46% | +24,290 | New |
| Laurel Wealth Advisors LLC | 24,329 | $1.13M | 0.26% | −350−1.4% | Reduced |
| GFG Capital, LLC | 24,357 | $1.13M | 0.36% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 24,390 | $1.13M | 0.03% | −185−0.8% | Reduced |
| Nicolet Bankshares Inc | 24,436 | $1.13M | 0.29% | −1,114−4.4% | Reduced |
| Capital Investment Advisory Services, LLC | 24,503 | $1.14M | 0.14% | −13,428−35.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 24,541 | $1.14M | 0.11% | −216−0.9% | Reduced |
| Hutchinson Capital Management | 24,554 | $1.14M | 0.28% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 24,643 | $1.14M | 0.16% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 24,705 | $1.15M | 0.10% | −349−1.4% | Reduced |
| Aspiriant, LLC | 24,716 | $1.15M | 0.07% | −125−0.5% | Reduced |
| Crestline Management, LP | 24,797 | $1.15M | 0.11% | −145,203−85.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 24,820 | $1.15M | 0.09% | +3,420+16.0% | Added |
| Clarius Group, LLC | 24,867 | $1.15M | 0.10% | −4,954−16.6% | Reduced |
| Boltwood Capital Management | 24,947 | $1.16M | 0.47% | −150−0.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 24,964 | $1.16M | 0.21% | −5,866−19.0% | Reduced |
| Cadinha & Co LLC | 24,972 | $1.16M | 0.17% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 24,684 | $1.16M | 0.14% | −331−1.3% | Reduced |
| American National Registered Investment Advisor, Inc. | 25,107 | $1.17M | 0.42% | −101−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25,161 | $1.17M | 0.01% | −19,871−44.1% | Reduced |
| Ironwood Investment Counsel, LLC | 25,200 | $1.17M | 0.30% | −3,699−12.8% | Reduced |
| Investment Management Associates Inc | 25,186 | $1.17M | 0.62% | −728−2.8% | Reduced |
| First National Bank Sioux Falls | 25,215 | $1.17M | 1.96% | −33,683−57.2% | Reduced |
| Brighton Jones LLC | 25,250 | $1.17M | 0.06% | −2,892−10.3% | Reduced |
| Busey Wealth Management | 25,272 | $1.17M | 0.05% | +5,495+27.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 25,330 | $1.18M | 0.14% | +263+1.0% | Added |
| IMC-Chicago, LLC | 25,441 | $1.18M | 0.10% | +25,441 | New |
| Qtron Investments LLC | 25,483 | $1.18M | 0.32% | +1,648+6.9% | Added |
| Goodwin Daniel L | 25,700 | $1.19M | 0.55% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 25,759 | $1.20M | 0.06% | +10,387+67.6% | Added |
| Intact Investment Management Inc. | 26,100 | $1.21M | 0.03% | −69,100−72.6% | Reduced |
| Northwest & Ethical Investments L.P. | 26,165 | $1.21M | 0.04% | 00.0% | Unchanged |
| Ruffer LLP | 26,000 | $1.22M | 0.04% | 00.0% | Unchanged |
| Boit C F David | 26,163 | $1.23M | 0.84% | 00.0% | Unchanged |
| Holderness Investments Co | 26,621 | $1.24M | 0.41% | +544+2.1% | Added |
| WP Advisors, LLC | 26,745 | $1.24M | 0.51% | +117+0.4% | Added |
| Stratos Wealth Advisors, LLC | 26,870 | $1.25M | 0.11% | −9,856−26.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 26,862 | $1.25M | 0.06% | +2,096+8.5% | Added |
| Virtue Capital Management, LLC | 26,912 | $1.25M | 0.22% | −1,001−3.6% | Reduced |
| Insight Advisors, LLC | 24,675 | $1.25M | 0.37% | +64+0.3% | Added |
| Arden Trust Co | 26,967 | $1.25M | 0.21% | −1,742−6.1% | Reduced |
| Michael B. Yongue | 26,983 | $1.25M | 0.92% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 26,994 | $1.25M | 0.31% | −4,145−13.3% | Reduced |
| Gamble Jones Investment Counsel | 27,015 | $1.25M | 0.08% | +14,445+114.9% | Added |
| Chicago Partners Investment Group LLC | 24,846 | $1.26M | 0.09% | −1,357−5.2% | Reduced |
| Northside Capital Management, LLC | 27,127 | $1.26M | 0.35% | −513−1.9% | Reduced |
| Vista Investment Management | 27,407 | $1.27M | 0.75% | −21−0.1% | Reduced |
| Pflug Koory, LLC | 27,703 | $1.29M | 0.70% | −255−0.9% | Reduced |
| NVWM, LLC | 27,740 | $1.29M | 0.46% | +1,448+5.5% | Added |
| Bartlett & Co. LLC | 27,805 | $1.29M | 0.02% | −2,425−8.0% | Reduced |
| First Financial Bank - Trust Division | 27,797 | $1.29M | 0.14% | −401−1.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 27,805 | $1.29M | 0.02% | −2,425−8.0% | Reduced |