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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 52,541 | $2.44M | 0.71% | +22,900+77.3% | Added |
| Capital Investment Counsel, Inc | 52,727 | $2.45M | 0.54% | +1,500+2.9% | Added |
| Lee Danner & Bass Inc | 52,770 | $2.45M | 0.23% | −1,425−2.6% | Reduced |
| Spinnaker Trust | 53,051 | $2.46M | 0.17% | −32,274−37.8% | Reduced |
| LS Investment Advisors, LLC | 53,224 | $2.47M | 0.32% | −1,470−2.7% | Reduced |
| SkyView Investment Advisors, LLC | 53,217 | $2.47M | 0.69% | +32,741+159.9% | Added |
| Lowe Brockenbrough & Co Inc | 53,271 | $2.47M | 0.19% | −11,456−17.7% | Reduced |
| Perkins Coie Trust Co | 53,365 | $2.48M | 0.77% | +78+0.1% | Added |
| Bluefin Capital Management, LLC | 53,660 | $2.49M | 0.29% | −189,640−77.9% | Reduced |
| Moody Aldrich Partners LLC | 54,182 | $2.52M | 0.32% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 54,223 | $2.52M | 1.85% | +58+0.1% | Added |
| Hyman Charles D | 54,242 | $2.52M | 0.18% | −205−0.4% | Reduced |
| Alaska Permanent Fund Corp | 54,300 | $2.52M | 0.05% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 54,496 | $2.53M | 0.93% | −564−1.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 54,827 | $2.54M | 0.59% | −12,128−18.1% | Reduced |
| Valeo Financial Advisors, LLC | 55,083 | $2.56M | 0.15% | +5,772+11.7% | Added |
| Robinson Value Management, Ltd. | 55,345 | $2.57M | 2.29% | +665+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 55,499 | $2.58M | 0.30% | +45,415+450.4% | Added |
| Moors & Cabot, Inc. | 55,925 | $2.60M | 0.16% | +2,520+4.7% | Added |
| Itau Unibanco Holding S.A. | 56,100 | $2.60M | 0.14% | +3,500+6.7% | Added |
| Resources Management Corp | 56,385 | $2.62M | 0.38% | −1,345−2.3% | Reduced |
| Oak Family Advisors, LLC | 56,579 | $2.63M | 1.38% | −37,042−39.6% | Reduced |
| Winning Points Advisors, LLC | 57,506 | $2.66M | 2.01% | +800+1.4% | Added |
| Country Club Trust Company, n.a. | 56,559 | $2.66M | 0.23% | +183+0.3% | Added |
| Deseret Mutual Benefit Administrators | 58,162 | $2.70M | 0.50% | −25,469−30.5% | Reduced |
| Manchester Financial Inc | 58,344 | $2.71M | 1.04% | +346+0.6% | Added |
| Capital Square, LLC | 57,664 | $2.71M | 1.92% | 00.0% | Unchanged |
| SWS Partners | 58,567 | $2.72M | 1.68% | +895+1.6% | Added |
| Pinkerton Retirement Specialists, LLC | 59,135 | $2.74M | 0.53% | +2,036+3.6% | Added |
| Walter & Keenan Financial Consulting Co | 59,154 | $2.75M | 0.93% | −771−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 59,196 | $2.75M | 0.07% | −109,725−65.0% | Reduced |
| Symmetry Partners, LLC | 57,615 | $2.76M | 0.18% | +28,311+96.6% | Added |
| Williams Jones Wealth Management, LLC. | 60,088 | $2.79M | 0.04% | +7,451+14.2% | Added |
| HM Payson & Co | 60,126 | $2.79M | 0.07% | −432−0.7% | Reduced |
| Burleson & Company, LLC | 60,146 | $2.79M | 0.42% | −376−0.6% | Reduced |
| Essex Investment Management Co LLC | 60,684 | $2.82M | 0.35% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 61,024 | $2.83M | 0.21% | −27,299−30.9% | Reduced |
| Argyle Capital Management Inc. | 61,158 | $2.84M | 0.94% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61,719 | $2.86M | 0.24% | −2,769−4.3% | Reduced |
| Capital Investment Advisors, LLC | 61,851 | $2.87M | 0.10% | +582+0.9% | Added |
| Regions Financial Corp | 61,891 | $2.87M | 0.02% | −8,254−11.8% | Reduced |
| SOL Capital Management CO | 62,035 | $2.88M | 0.57% | −1,325−2.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 62,305 | $2.89M | 0.03% | +8,975+16.8% | Added |
| National Asset Management, Inc. | 63,398 | $2.90M | 0.09% | −4,905−7.2% | Reduced |
| BBVA USA | 62,625 | $2.91M | 0.17% | +10,247+19.6% | Added |
| Avantax Advisory Services, Inc. | 63,185 | $2.93M | 0.05% | −10,113−13.8% | Reduced |
| Shayne & Co., LLC | 63,335 | $2.94M | 1.70% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 63,433 | $2.94M | 0.21% | +960+1.5% | Added |
| Advisors Asset Management, Inc. | 63,630 | $2.95M | 0.04% | +649+1.0% | Added |
| Huntington National Bank | 63,666 | $2.95M | 0.03% | +2,861+4.7% | Added |
| Core Alternative Capital | 64,249 | $2.98M | 0.63% | −585−0.9% | Reduced |
| Crestwood Advisors Group LLC | 64,282 | $2.98M | 0.08% | −1,275−1.9% | Reduced |
| Mandatum Life Insurance Co Ltd | 64,500 | $2.99M | 0.55% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 64,577 | $3.00M | 0.36% | −56−0.1% | Reduced |
| Veritable, L.P. | 64,887 | $3.01M | 0.05% | +1,114+1.7% | Added |
| United Fire Group Inc | 65,086 | $3.02M | 1.51% | −40,000−38.1% | Reduced |
| Cornercap Investment Counsel Inc | 65,278 | $3.03M | 0.35% | −2,507−3.7% | Reduced |
| Ashfield Capital Partners, LLC | 65,421 | $3.04M | 0.22% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 65,411 | $3.04M | 0.13% | +65,411 | New |
| Azimuth Capital Management LLC | 66,419 | $3.08M | 0.13% | +700+1.1% | Added |
| Clear Street Markets LLC | 66,650 | $3.09M | 0.68% | −258,915−79.5% | Reduced |
| Lido Advisors, LLC | 66,977 | $3.11M | 0.07% | −4,949−6.9% | Reduced |
| Gotham Asset Management, LLC | 67,106 | $3.11M | 0.13% | −17,755−20.9% | Reduced |
| Allstate Corp | 67,122 | $3.12M | 0.13% | −7,463−10.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 67,463 | $3.13M | 0.45% | −54,118−44.5% | Reduced |
| Lafayette Investments, Inc. | 67,585 | $3.14M | 0.85% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 67,747 | $3.15M | 0.06% | +13,300+24.4% | Added |
| Wesbanco Bank Inc | 68,108 | $3.16M | 0.12% | −5,051−6.9% | Reduced |
| MAI Capital Management | 68,291 | $3.17M | 0.06% | +1,080+1.6% | Added |
| Argent Trust Co | 68,300 | $3.17M | 0.20% | +2,582+3.9% | Added |
| Level Four Advisory Services, LLC | 68,526 | $3.18M | 0.33% | −6,732−8.9% | Reduced |
| Hennessy Advisors Inc | 69,500 | $3.23M | 0.19% | −11,500−14.2% | Reduced |
| Capula Management Ltd | 69,672 | $3.23M | 0.25% | +11,588+20.0% | Added |
| Global Frontier Investments LLC | 70,000 | $3.25M | 2.37% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 69,998 | $3.25M | 0.08% | +3,580+5.4% | Added |
| Paradigm Asset Management Co LLC | 70,300 | $3.26M | 0.89% | −3,400−4.6% | Reduced |
| Private Asset Management Inc | 70,354 | $3.27M | 0.45% | −5,370−7.1% | Reduced |
| Affinity Investment Advisors, LLC | 70,569 | $3.27M | 1.47% | −180.0% | Reduced |
| Credit Agricole S A | 70,609 | $3.28M | 0.12% | +47,319+203.2% | Added |
| Citizens Business Bank | 70,750 | $3.28M | 0.44% | −5,375−7.1% | Reduced |
| Umb Bank N A | 70,884 | $3.29M | 0.07% | −2,284−3.1% | Reduced |
| Synovus Financial Corp | 71,150 | $3.30M | 0.03% | +12,455+21.2% | Added |
| Private Advisory Group LLC | 71,230 | $3.31M | 0.81% | −930−1.3% | Reduced |
| Mission Wealth Management, LP | 72,351 | $3.36M | 0.17% | −878−1.2% | Reduced |
| Alexandria Capital, LLC | 72,599 | $3.37M | 0.31% | +3,082+4.4% | Added |
| Zweig-DiMenna Associates LLC | 73,000 | $3.39M | 0.24% | +73,000 | New |
| Ieq Capital, LLC | 73,121 | $3.39M | 0.09% | +8,437+13.0% | Added |
| Parcion Private Wealth LLC | 70,219 | $3.40M | 0.30% | −558−0.8% | Reduced |
| Salzhauer Michael | 73,286 | $3.40M | 1.54% | +19,759+36.9% | Added |
| Granite Investment Partners, LLC | 73,410 | $3.41M | 0.11% | +154+0.2% | Added |
| Prospera Financial Services Inc | 73,433 | $3.41M | 0.17% | +2,092+2.9% | Added |
| Kanawha Capital Management LLC | 74,124 | $3.44M | 0.32% | −5,085−6.4% | Reduced |
| Corient Capital Partners, LLC | 74,226 | $3.44M | 0.25% | +6,205+9.1% | Added |
| Opus Investment Management Inc | 74,500 | $3.46M | 0.53% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 75,000 | $3.48M | 1.19% | −25,000−25.0% | Reduced |
| Mirabella Financial Services LLP | 75,128 | $3.49M | 0.46% | +10,244+15.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 75,312 | $3.50M | 1.88% | +75,312 | New |
| Ingalls & Snyder LLC | 75,915 | $3.52M | 0.16% | −3,503−4.4% | Reduced |
| JustInvest LLC | 76,446 | $3.55M | 0.32% | +18,059+30.9% | Added |
| Karpas Strategies, LLC | 69,381 | $3.56M | 1.17% | +150.0% | Added |