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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,882 | $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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 787 | $37.0K | 0.01% | +787 | New |
| Truvestments Capital LLC | 825 | $38.0K | 0.02% | +52+6.7% | Added |
| Canton Hathaway, LLC | 815 | $38.0K | 0.01% | +815 | New |
| Bogart Wealth, LLC | 844 | $39.0K | 0.00% | −1,077−56.1% | Reduced |
| Exchange Traded Concepts, LLC | 878 | $41.0K | 0.00% | −112,111−99.2% | Reduced |
| Veracity Capital LLC | 912 | $42.0K | 0.02% | −158−14.8% | Reduced |
| AlphaMark Advisors, LLC | 900 | $42.0K | 0.02% | +200+28.6% | Added |
| Selective Wealth Management, Inc. | 940 | $44.0K | 0.02% | −464−33.0% | Reduced |
| Mercer Capital Advisers, Inc. | 953 | $44.0K | 0.02% | 00.0% | Unchanged |
| Westport Asset Management Inc | 1,000 | $46.0K | 0.02% | 00.0% | Unchanged |
| Windsor Creek Advisors, LLC | 1,000 | $46.0K | 0.02% | +1,000 | New |
| CVA Family Office, LLC | 2,000 | $47.0K | 0.03% | −4,392−68.7% | Reduced |
| D'Orazio & Associates, Inc. | 1,025 | $48.0K | 0.01% | −1,536−60.0% | Reduced |
| Accel Wealth Management | 1,063 | $49.0K | 0.03% | −276−20.6% | Reduced |
| NewSquare Capital LLC | 1,107 | $51.0K | 0.01% | +28+2.6% | Added |
| Private Ocean, LLC | 1,113 | $52.0K | 0.01% | −2,320−67.6% | Reduced |
| MBM Wealth Consultants, LLC | 1,115 | $52.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,184 | $54.9K | 0.03% | −52,282−97.8% | Reduced |
| Evolution Wealth Advisors, LLC | 1,207 | $56.0K | 0.01% | −3,901−76.4% | Reduced |
| McIlrath & Eck, LLC | 1,213 | $56.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,275 | $59.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,280 | $59.0K | 0.03% | +77+6.4% | Added |
| Johnson Midwest Financial, LLC | 1,290 | $60.0K | 0.05% | +5+0.4% | Added |
| Lumature Wealth Partners, LLC | 1,299 | $60.0K | 0.02% | +199+18.1% | Added |
| Heritage Wealth Advisors | 1,306 | $60.6K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,312 | $61.0K | 0.09% | −75−5.4% | Reduced |
| Ellis Investment Partners, LLC | 1,331 | $61.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,332 | $62.0K | 0.02% | −2,501−65.2% | Reduced |
| Financial Perspectives, Inc | 1,339 | $62.1K | 0.03% | −521−28.0% | Reduced |
| Standard Family Office LLC | 1,400 | $65.0K | 0.02% | −5,781−80.5% | Reduced |
| Lenox Wealth Advisors, LLC | 1,463 | $68.0K | 0.01% | −234−13.8% | Reduced |
| Pacifica Partners Inc. | 1,440 | $69.0K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,516 | $69.0K | 0.04% | +486+47.2% | Added |
| Loomis Sayles & Co L P | 1,515 | $70.0K | 0.00% | −1,364−47.4% | Reduced |
| Cordasco Financial Network | 1,500 | $70.0K | 0.05% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,591 | $74.0K | 0.00% | +1,591 | New |
| Country Trust Bank | 1,653 | $77.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,648 | $77.0K | 0.05% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,664 | $77.0K | 0.06% | 00.0% | Unchanged |
| Resolute Partners Group | 1,704 | $79.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,703 | $79.0K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,722 | $80.0K | 0.01% | +143+9.1% | Added |
| Mascoma Wealth Management LLC | 1,722 | $80.0K | 0.03% | +1,722 | New |
| SOA Wealth Advisors, LLC. | 1,756 | $81.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,761 | $82.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,766 | $82.0K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,800 | $84.0K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,669 | $86.0K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,881 | $87.0K | 0.05% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,885 | $88.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,903 | $88.3K | 0.03% | +1,903 | New |
| Evermay Wealth Management LLC | 1,947 | $90.0K | 0.02% | −2,125−52.2% | Reduced |
| Gradient Investments LLC | 1,945 | $90.0K | 0.00% | −17−0.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,931 | $90.0K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,952 | $91.0K | 0.02% | −2,280−53.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $92.8K | 0.11% | 00.0% | Unchanged |
| First Financial Corp | 2,050 | $95.0K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,021 | $95.0K | 0.05% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,075 | $96.0K | 0.01% | −196−8.6% | Reduced |
| Sonora Investment Management, LLC | 2,072 | $96.0K | 0.01% | +243+13.3% | Added |
| Atticus Wealth Management, LLC | 2,100 | $97.0K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,099 | $97.0K | 0.03% | +2+0.1% | Added |
| Archer Investment Corp | 2,125 | $98.6K | 0.04% | +396+22.9% | Added |
| Sargent Bickham Lagudis LLC | 2,152 | $100.0K | 0.01% | −359−14.3% | Reduced |
| Aspire Private Capital, LLC | 2,213 | $103.0K | 0.03% | −1,460−39.7% | Reduced |
| Security National Trust Co | 2,319 | $105.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,304 | $107.0K | 0.07% | +2+0.1% | Added |
| West Paces Advisors Inc. | 2,327 | $108.0K | 0.04% | −128−5.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,326 | $108.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,410 | $112.0K | 0.07% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,433 | $112.9K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2,488 | $115.0K | 0.04% | +11+0.4% | Added |
| LeJeune Puetz Investment Counsel LLC | 2,475 | $115.0K | 0.04% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,506 | $116.0K | 0.01% | −2,693−51.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,520 | $117.0K | 0.11% | +1,690+203.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,605 | $118.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 2,562 | $119.0K | 0.13% | −2,100−45.0% | Reduced |
| Acima Private Wealth, LLC | 2,572 | $119.0K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 2,637 | $122.0K | 0.07% | −315−10.7% | Reduced |
| TCI Wealth Advisors, Inc. | 2,664 | $124.0K | 0.02% | −5−0.2% | Reduced |
| Assetmark, Inc | 2,695 | $125.0K | 0.00% | +1,125+71.7% | Added |
| Column Capital Advisors, LLC | 2,729 | $127.0K | 0.03% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,734 | $127.0K | 0.21% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,752 | $127.0K | 0.01% | +300+12.2% | Added |
| Eukles Asset Management | 2,825 | $131.0K | 0.07% | +907+47.3% | Added |
| Tucker Asset Management LLC | 2,577 | $131.8K | 0.05% | +188+7.9% | Added |
| Clean Yield Group | 2,848 | $132.0K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,842 | $132.0K | 0.05% | +1,709+80.1% | Added |
| Prestige Wealth Management Group LLC | 2,927 | $136.0K | 0.03% | −3,508−54.5% | Reduced |
| Rock Creek Group, LP | 2,957 | $137.0K | 0.02% | −3,255−52.4% | Reduced |
| Optimum Investment Advisors | 2,976 | $138.0K | 0.06% | −500−14.4% | Reduced |
| Lindbrook Capital, LLC | 3,005 | $139.0K | 0.04% | −5,909−66.3% | Reduced |
| Arlington Partners LLC | 3,004 | $139.0K | 0.04% | −416−12.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,987 | $139.0K | 0.09% | +250+9.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,036 | $140.0K | 0.02% | −6,173−67.0% | Reduced |
| Vigilant Capital Management, LLC | 3,028 | $141.0K | 0.01% | +234+8.4% | Added |
| Prentice Wealth Management LLC | 3,051 | $142.0K | 0.07% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,130 | $145.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,145 | $146.0K | 0.02% | −5,764−64.7% | Reduced |
| Firestone Capital Management | 3,221 | $146.0K | 0.05% | 00.0% | Unchanged |