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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 27,988 | $1.30M | 0.05% | −2,824−9.2% | Reduced |
| First Horizon Advisors, Inc. | 28,091 | $1.30M | 0.04% | +605+2.2% | Added |
| SeaCrest Wealth Management, LLC | 28,296 | $1.31M | 0.16% | +900+3.3% | Added |
| BLB&B Advisors, LLC | 28,317 | $1.31M | 0.09% | +2,178+8.3% | Added |
| Palladium Partners LLC | 28,363 | $1.32M | 0.06% | −25−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 28,437 | $1.32M | 0.01% | +340+1.2% | Added |
| Excalibur Management Corp | 28,600 | $1.33M | 0.58% | −8,981−23.9% | Reduced |
| Gilbert & Cook, Inc. | 28,638 | $1.33M | 0.24% | +140+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 28,676 | $1.33M | 0.05% | −10,770−27.3% | Reduced |
| Valley National Advisers Inc | 28,913 | $1.34M | 0.24% | −170−0.6% | Reduced |
| Parallel Advisors, LLC | 28,917 | $1.34M | 0.05% | +4,257+17.3% | Added |
| Heartland Advisors Inc | 29,086 | $1.35M | 0.08% | +243+0.8% | Added |
| Lazard Asset Management LLC | 29,217 | $1.35M | 0.00% | +3,537+13.8% | Added |
| Optimal Asset Management, Inc. | 29,214 | $1.36M | 0.17% | +52+0.2% | Added |
| Carroll Financial Associates, Inc. | 29,302 | $1.36M | 0.08% | +1,018+3.6% | Added |
| Peak Asset Management, LLC | 29,297 | $1.36M | 0.34% | −125−0.4% | Reduced |
| Venture Visionary Partners LLC | 29,338 | $1.36M | 0.10% | +6,593+29.0% | Added |
| Koss-Olinger Consulting, LLC | 29,645 | $1.38M | 0.22% | +723+2.5% | Added |
| Monarch Capital Management Inc | 29,671 | $1.38M | 0.38% | −100−0.3% | Reduced |
| Marco Investment Management LLC | 29,941 | $1.39M | 0.15% | −10.0% | Reduced |
| Duality Advisers, LP | 30,209 | $1.40M | 0.11% | +30,209 | New |
| KB Financial Partners, LLC | 30,221 | $1.40M | 0.51% | +4,224+16.2% | Added |
| First Citizens Bank & Trust Co | 30,295 | $1.41M | 0.07% | +2,463+8.8% | Added |
| Citadel Investment Advisory, Inc. | 30,366 | $1.41M | 0.87% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 30,512 | $1.42M | 0.51% | +213+0.7% | Added |
| Wilkinson Global Asset Management LLC | 30,600 | $1.42M | 0.09% | 00.0% | Unchanged |
| Choate Investment Advisors | 30,622 | $1.42M | 0.09% | −968−3.1% | Reduced |
| CAPROCK Group, Inc. | 30,641 | $1.42M | 0.13% | +2,522+9.0% | Added |
| Rockland Trust Co | 30,655 | $1.42M | 0.10% | −18,222−37.3% | Reduced |
| Roberts Wealth Advisors, LLC | 30,675 | $1.42M | 0.56% | +30,675 | New |
| Independent Financial Group, LLC | 30,770 | $1.43M | 0.15% | −4,083−11.7% | Reduced |
| Banque Cantonale Vaudoise | 31,050 | $1.44M | 0.06% | +23,385+305.1% | Added |
| London Co of Virginia | 31,093 | $1.44M | 0.01% | −24,860−44.4% | Reduced |
| Scott & Selber, Inc. | 31,106 | $1.44M | 0.59% | −928−2.9% | Reduced |
| Sawyer & Company, Inc | 31,440 | $1.46M | 0.69% | −810−2.5% | Reduced |
| Thomasville National Bank | 31,486 | $1.46M | 0.15% | −336−1.1% | Reduced |
| Leavell Investment Management, Inc. | 31,482 | $1.46M | 0.11% | −1,888−5.7% | Reduced |
| 1st Source Bank | 31,627 | $1.47M | 0.09% | −110−0.3% | Reduced |
| King Luther Capital Management Corp | 31,668 | $1.47M | 0.01% | +1,636+5.4% | Added |
| Hoylecohen, LLC | 31,717 | $1.47M | 0.14% | −627−1.9% | Reduced |
| Tradition Wealth Management, LLC | 31,751 | $1.47M | 0.21% | +115+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 31,807 | $1.48M | 0.06% | −305−0.9% | Reduced |
| Fiera Capital Corp | 31,971 | $1.48M | 0.00% | −135−0.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.49M | 0.49% | 00.0% | Unchanged |
| AIA Group Ltd | 32,248 | $1.50M | 0.08% | +14,516+81.9% | Added |
| TriaGen Wealth Management LLC | 32,263 | $1.50M | 0.81% | +32,263 | New |
| Focus Financial Network, Inc. | 32,280 | $1.50M | 0.20% | −803−2.4% | Reduced |
| Grimes & Company, Inc. | 32,517 | $1.51M | 0.07% | −134−0.4% | Reduced |
| Sterneck Capital Management, LLC | 32,534 | $1.51M | 0.96% | +14,741+82.8% | Added |
| CAMG Solamere Management, LLC | 32,560 | $1.51M | 1.24% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 32,626 | $1.52M | 0.10% | +895+2.8% | Added |
| Frontier Wealth Management LLC | 32,830 | $1.52M | 0.11% | +1,294+4.1% | Added |
| Rothschild Investment Corp | 33,023 | $1.53M | 0.13% | −13,500−29.0% | Reduced |
| Hoey Investments, Inc | 33,068 | $1.53M | 0.48% | −657−1.9% | Reduced |
| Palisade Asset Management, LLC | 33,146 | $1.54M | 0.19% | −6,914−17.3% | Reduced |
| Lee Financial Co | 33,184 | $1.54M | 0.32% | +459+1.4% | Added |
| Selway Asset Management | 33,400 | $1.55M | 0.85% | −4,000−10.7% | Reduced |
| Oarsman Capital, Inc. | 33,449 | $1.55M | 0.63% | −463−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 33,590 | $1.56M | 0.11% | −1,339−3.8% | Reduced |
| Washington Trust Co | 33,691 | $1.56M | 0.04% | −2,589−7.1% | Reduced |
| Citizens National Bank Trust Department | 33,840 | $1.57M | 0.45% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 33,956 | $1.58M | 0.32% | −181−0.5% | Reduced |
| Duff & Phelps Investment Management Co | 34,640 | $1.61M | 0.02% | 00.0% | Unchanged |
| Martin & Co Inc | 34,750 | $1.61M | 0.38% | +3,065+9.7% | Added |
| Assenagon Asset Management S.A. | 34,968 | $1.62M | 0.01% | +34,968 | New |
| Nicholas Hoffman & Company, LLC. | 34,996 | $1.62M | 0.28% | −915−2.5% | Reduced |
| AF Advisors, Inc. | 35,040 | $1.63M | 1.02% | −3,000−7.9% | Reduced |
| Marotta Asset Management | 35,079 | $1.63M | 0.39% | 00.0% | Unchanged |
| Spire Wealth Management | 34,825 | $1.63M | 0.04% | +3,022+9.5% | Added |
| Meitav Dash Investments Ltd | 34,950 | $1.63M | 0.03% | −1,100−3.1% | Reduced |
| Sunbelt Securities, Inc. | 36,914 | $1.64M | 0.29% | 00.0% | Unchanged |
| American Money Management, LLC | 35,362 | $1.64M | 0.46% | +95+0.3% | Added |
| Avidian Wealth Solutions, LLC | 35,369 | $1.64M | 0.13% | +703+2.0% | Added |
| Private Trust Co NA | 35,353 | $1.64M | 0.24% | +9,691+37.8% | Added |
| Occidental Asset Management, LLC | 35,371 | $1.64M | 0.43% | +2,225+6.7% | Added |
| Markston International LLC | 35,629 | $1.65M | 1.55% | −43,078−54.7% | Reduced |
| Carret Asset Management, LLC | 35,665 | $1.66M | 0.20% | −4,579−11.4% | Reduced |
| Bank Hapoalim BM | 35,733 | $1.66M | 0.17% | −765−2.1% | Reduced |
| Bennett Selby Investments LP | 35,764 | $1.66M | 1.08% | −101−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,778 | $1.66M | 0.11% | +705+2.0% | Added |
| Zeke Capital Advisors, LLC | 35,882 | $1.67M | 0.10% | −9,624−21.1% | Reduced |
| Integrated Wealth Concepts LLC | 35,922 | $1.67M | 0.05% | +8,094+29.1% | Added |
| Smith Shellnut Wilson LLC | 36,053 | $1.67M | 0.97% | +1,000+2.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 36,067 | $1.67M | 1.00% | +3,435+10.5% | Added |
| Members Capital Advisors Inc | 36,100 | $1.68M | 0.91% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 36,449 | $1.69M | 0.24% | −8,775−19.4% | Reduced |
| DuPont Capital Management Corp | 36,702 | $1.70M | 0.05% | −35,383−49.1% | Reduced |
| Auxier Asset Management | 36,841 | $1.71M | 0.29% | +1,250+3.5% | Added |
| AMG National Trust Bank | 36,918 | $1.71M | 0.06% | −105,698−74.1% | Reduced |
| Trinity Financial Advisors LLC | 37,018 | $1.72M | 1.15% | +5,510+17.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,053 | $1.72M | 0.33% | −350−0.9% | Reduced |
| Virtu Financial LLC | 37,201 | $1.73M | 0.15% | +37,201 | New |
| Teza Capital Management LLC | 37,285 | $1.73M | 0.83% | +37,285 | New |
| Homrich & Berg | 37,435 | $1.74M | 0.04% | +2,702+7.8% | Added |
| Ancora Advisors, LLC | 37,485 | $1.74M | 0.05% | +4,732+14.4% | Added |
| Tokio Marine Asset Management Co Ltd | 37,820 | $1.75M | 0.16% | +4,998+15.2% | Added |
| Sentry Investment Management LLC | 37,932 | $1.76M | 0.51% | −4,306−10.2% | Reduced |
| Lincoln National Corp | 38,116 | $1.77M | 0.04% | −206−0.5% | Reduced |
| Miller Investment Management, LP | 38,182 | $1.77M | 0.30% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 34,782 | $1.77M | 0.91% | 00.0% | Unchanged |