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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 38,190 | $1.77M | 0.10% | +8,867+30.2% | Added |
| Alerus Financial NA | 38,199 | $1.77M | 0.16% | −21,461−36.0% | Reduced |
| Global Retirement Partners, LLC | 38,339 | $1.78M | 0.18% | +12,468+48.2% | Added |
| Brooks, Moore & Associates, Inc. | 38,445 | $1.78M | 1.17% | −477−1.2% | Reduced |
| Trust Co of Toledo NA | 38,564 | $1.79M | 0.29% | −732−1.9% | Reduced |
| Greenleaf Trust | 38,735 | $1.80M | 0.02% | +2,470+6.8% | Added |
| Bowling Portfolio Management LLC | 38,835 | $1.80M | 0.41% | −324−0.8% | Reduced |
| Hollow Brook Wealth Management LLC | 38,929 | $1.81M | 1.12% | −947−2.4% | Reduced |
| Sepio Capital, LP | 38,925 | $1.81M | 0.15% | +1,873+5.1% | Added |
| Meristem Family Wealth, LLC | 38,968 | $1.81M | 0.17% | +16,147+70.8% | Added |
| Diversified Trust Co | 39,172 | $1.82M | 0.07% | −3,394−8.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 39,317 | $1.82M | 0.60% | +2,434+6.6% | Added |
| Northwest Capital Management Inc | 36,160 | $1.83M | 0.95% | +1,448+4.2% | Added |
| Neville Rodie & Shaw Inc | 39,604 | $1.84M | 0.14% | −78−0.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,620 | $1.84M | 0.02% | −5,115−11.4% | Reduced |
| Ulysses Management LLC | 40,000 | $1.86M | 0.33% | −20,000−33.3% | Reduced |
| JT Stratford LLC | 40,111 | $1.86M | 0.57% | +140+0.4% | Added |
| PFS Investments Inc. | 36,654 | $1.86M | 0.04% | +2,476+7.2% | Added |
| Mountain Pacific Investment Advisers Inc | 40,243 | $1.87M | 0.11% | −119−0.3% | Reduced |
| Patton Fund Management, Inc. | 40,344 | $1.87M | 0.71% | +40,344 | New |
| Capital Markets Trading UK LLP | 39,852 | $1.87M | 1.46% | −435,435−91.6% | Reduced |
| Spears Abacus Advisors LLC | 40,408 | $1.88M | 0.14% | 00.0% | Unchanged |
| One Capital Management, LLC | 40,430 | $1.88M | 0.16% | −149−0.4% | Reduced |
| 44 Wealth Management LLC | 40,539 | $1.88M | 0.72% | −208−0.5% | Reduced |
| Cohen Investment Advisors LLC | 40,578 | $1.88M | 1.44% | +320+0.8% | Added |
| Orion Portfolio Solutions, LLC | 40,653 | $1.89M | 0.07% | −1,233−2.9% | Reduced |
| Pacific Asset Management LLC | 40,688 | $1.89M | 1.66% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 40,775 | $1.89M | 0.77% | −200−0.5% | Reduced |
| Cullinan Associates Inc | 40,803 | $1.89M | 0.10% | +1,000+2.5% | Added |
| Springhouse Capital Management, LP | 41,000 | $1.90M | 1.80% | 00.0% | Unchanged |
| Swarthmore Group Inc | 42,069 | $1.91M | 0.49% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 41,146 | $1.91M | 0.40% | +442+1.1% | Added |
| Everett Harris & Co | 41,211 | $1.91M | 0.03% | −2,750−6.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 41,343 | $1.92M | 0.09% | −21,072−33.8% | Reduced |
| Elm Ridge Management, LLC | 41,608 | $1.93M | 2.68% | −840−2.0% | Reduced |
| Trust Asset Management LLC | 41,814 | $1.94M | 0.27% | +2,699+6.9% | Added |
| United Asset Strategies, Inc. | 42,244 | $1.96M | 0.25% | −33,425−44.2% | Reduced |
| Verdence Capital Advisors LLC | 42,256 | $1.96M | 0.26% | +4,966+13.3% | Added |
| Toroso Investments, LLC | 42,238 | $1.96M | 0.07% | +6,704+18.9% | Added |
| Gs Investments, Inc. | 42,400 | $1.97M | 1.03% | +42,400 | New |
| Bank Pictet & Cie (Asia) Ltd | 42,454 | $1.97M | 0.55% | +546+1.3% | Added |
| Franklin Street Advisors Inc | 42,460 | $1.97M | 0.17% | +21,309+100.7% | Added |
| 6 Meridian | 42,537 | $1.97M | 0.16% | +42,537 | New |
| Triangle Securities Wealth Management | 42,572 | $1.98M | 0.67% | +2,684+6.7% | Added |
| Sterling Investment Management, Inc. | 43,001 | $2.00M | 1.27% | −8,825−17.0% | Reduced |
| Boston Private Wealth LLC | 43,096 | $2.00M | 0.03% | −716−1.6% | Reduced |
| NBT Bank N A | 43,654 | $2.03M | 0.28% | −888−2.0% | Reduced |
| Allworth Financial LP | 43,975 | $2.04M | 0.03% | +274+0.6% | Added |
| Evercore Wealth Management, LLC | 44,222 | $2.05M | 0.04% | −550−1.2% | Reduced |
| Bessemer Group Inc | 44,285 | $2.06M | 0.00% | +254+0.6% | Added |
| Eqis Capital Management, Inc. | 44,413 | $2.06M | 0.16% | −24,056−35.1% | Reduced |
| Columbus Macro, LLC | 44,584 | $2.07M | 0.68% | −3,746−7.8% | Reduced |
| Rocky Mountain Advisers, LLC | 44,725 | $2.08M | 2.53% | −90−0.2% | Reduced |
| Cornerstone Investment Partners, LLC | 44,835 | $2.08M | 0.12% | +6,615+17.3% | Added |
| Mark Stevens | 44,936 | $2.08M | 0.23% | −4,133−8.4% | Reduced |
| White Pine Capital LLC | 45,069 | $2.09M | 0.64% | +200+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 45,202 | $2.10M | 0.04% | −1,348−2.9% | Reduced |
| NorthRock Partners, LLC | 45,538 | $2.11M | 0.17% | +13,159+40.6% | Added |
| Peregrine Asset Advisers, Inc. | 45,558 | $2.11M | 1.08% | +45,558 | New |
| Avantax Planning Partners, Inc. | 45,680 | $2.12M | 0.10% | −265−0.6% | Reduced |
| First Hawaiian Bank | 45,701 | $2.12M | 0.09% | +2,432+5.6% | Added |
| Veriti Management LLC | 45,753 | $2.12M | 0.30% | +4,665+11.4% | Added |
| Round Hill Asset Management | 45,767 | $2.12M | 1.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 45,805 | $2.13M | 0.08% | −2,309−4.8% | Reduced |
| Exane Derivatives | 45,804 | $2.13M | 0.53% | +4,423+10.7% | Added |
| Union Heritage Capital, LLC | 45,970 | $2.13M | 1.00% | 00.0% | Unchanged |
| Conning Inc. | 46,040 | $2.14M | 0.06% | −6,910−13.1% | Reduced |
| Pavion Blue Capital, LLC | 46,086 | $2.14M | 1.33% | +251+0.5% | Added |
| Pinnacle Bancorp, Inc. | 46,325 | $2.15M | 0.86% | +39,652+594.2% | Added |
| Beese Fulmer Investment Management, Inc. | 46,679 | $2.17M | 0.24% | −1,109−2.3% | Reduced |
| Sumitomo Life Insurance Co | 46,720 | $2.17M | 0.06% | −44,042−48.5% | Reduced |
| Altium Wealth Management LLC | 46,855 | $2.17M | 0.16% | +3,022+6.9% | Added |
| Brio Consultants, LLC | 47,079 | $2.19M | 0.53% | −4,535−8.8% | Reduced |
| Bank of Stockton | 47,076 | $2.19M | 0.67% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 47,209 | $2.19M | 0.66% | −1,278−2.6% | Reduced |
| Wetherby Asset Management Inc | 47,485 | $2.20M | 0.14% | −3,349−6.6% | Reduced |
| Haverford Trust Co | 47,484 | $2.20M | 0.03% | +4,919+11.6% | Added |
| Quilter Plc | 47,661 | $2.21M | 0.06% | −2,334−4.7% | Reduced |
| HighPoint Advisor Group LLC | 47,972 | $2.23M | 0.22% | −15,293−24.2% | Reduced |
| Eos Management, L.P. | 48,000 | $2.23M | 1.39% | 00.0% | Unchanged |
| DF Dent & Co Inc | 48,144 | $2.23M | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 48,237 | $2.24M | 0.26% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 48,307 | $2.24M | 0.04% | +7,518+18.4% | Added |
| KG&L Capital Management,LLC | 48,490 | $2.25M | 0.99% | −2,013−4.0% | Reduced |
| IMS Capital Management | 48,813 | $2.27M | 1.31% | +662+1.4% | Added |
| Schnieders Capital Management LLC | 48,842 | $2.27M | 0.61% | +3,600+8.0% | Added |
| DCM Advisors, LLC | 48,956 | $2.27M | 0.87% | +48,956 | New |
| Somerset Group LLC | 49,014 | $2.27M | 1.64% | 00.0% | Unchanged |
| Horizon Investments, LLC | 49,459 | $2.29M | 0.07% | −18,318−27.0% | Reduced |
| Foster Group, Inc. | 49,450 | $2.29M | 0.22% | −3,519−6.6% | Reduced |
| Savant Capital, LLC | 49,519 | $2.30M | 0.08% | +1,767+3.7% | Added |
| Culbertson A N & Co Inc | 49,645 | $2.30M | 0.47% | +99+0.2% | Added |
| Iat Reinsurance Co Ltd. | 50,000 | $2.32M | 0.35% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 50,039 | $2.32M | 0.01% | −621,388−92.5% | Reduced |
| JB Capital LLC | 50,125 | $2.33M | 0.30% | +50,125 | New |
| IFP Advisors, Inc | 50,550 | $2.35M | 0.05% | +9,660+23.6% | Added |
| Cresset Asset Management, LLC | 51,170 | $2.37M | 0.03% | +12,221+31.4% | Added |
| Aft, Forsyth & Sober, LLC | 51,500 | $2.39M | 0.90% | +500+1.0% | Added |
| Empirical Finance, LLC | 51,860 | $2.41M | 0.36% | +2,863+5.8% | Added |
| True North Advisors, LLC | 52,412 | $2.43M | 0.48% | −66−0.1% | Reduced |