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 |
|---|---|---|---|---|---|
| Ironwood Financial, llc | 3,198 | $148.0K | 0.04% | +101+3.3% | Added |
| Sugarloaf Wealth Management, LLC | 3,239 | $150.0K | 0.04% | −902−21.8% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 3,276 | $152.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3,315 | $154.0K | 0.05% | +3,315 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3,414 | $158.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 3,446 | $160.0K | 0.03% | −300−8.0% | Reduced |
| First Command Financial Services, Inc. | 3,446 | $160.0K | 0.03% | −300−8.0% | Reduced |
| Carolinas Wealth Consulting LLC | 3,559 | $165.0K | 0.04% | −821−18.7% | Reduced |
| Sierra Capital LLC | 3,643 | $169.0K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3,633 | $169.0K | 0.03% | +129+3.7% | Added |
| Parkside Financial Bank & Trust | 3,669 | $170.0K | 0.05% | +344+10.3% | Added |
| Aua Capital Management, LLC | 3,682 | $171.0K | 0.11% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,751 | $174.0K | 0.02% | +101+2.8% | Added |
| Kistler-Tiffany Companies, LLC | 3,774 | $175.0K | 0.04% | +118+3.2% | Added |
| Alpha Paradigm Partners, LLC | 3,840 | $178.0K | 0.07% | −256−6.3% | Reduced |
| Creative Financial Designs Inc | 3,929 | $182.0K | 0.03% | −24−0.6% | Reduced |
| American Research & Management Co. | 3,950 | $183.0K | 0.04% | −400−9.2% | Reduced |
| Evoke Wealth, LLC | 3,968 | $184.0K | 0.01% | −20,468−83.8% | Reduced |
| Fieldpoint Private Securities, LLC | 3,970 | $184.0K | 0.04% | +86+2.2% | Added |
| Professional Financial Advisors, LLC | 3,965 | $184.0K | 0.11% | +16+0.4% | Added |
| Syverson Strege & Co | 3,963 | $184.0K | 0.15% | +579+17.1% | Added |
| FinTrust Capital Advisors, LLC | 3,997 | $186.0K | 0.05% | −1,029−20.5% | Reduced |
| Bedel Financial Consulting, Inc. | 4,026 | $187.0K | 0.06% | +13+0.3% | Added |
| Edge Wealth Management LLC | 4,050 | $188.0K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 4,086 | $190.0K | 0.03% | −125−3.0% | Reduced |
| Tradewinds Capital Management, LLC | 4,159 | $193.0K | 0.03% | +10.0% | Added |
| Trustcore Financial Services, LLC | 4,189 | $194.0K | 0.02% | +118+2.9% | Added |
| JJJ Advisors Inc. | 4,183 | $194.0K | 0.07% | +135+3.3% | Added |
| Seeyond | 4,320 | $200.0K | 0.02% | −44−1.0% | Reduced |
| Sigma Investment Counselors Inc | 4,312 | $200.0K | 0.01% | +4,312 | New |
| Reilly Financial Advisors, LLC | 4,338 | $201.0K | 0.02% | −32−0.7% | Reduced |
| Forte Capital LLC | 4,333 | $201.0K | 0.03% | +4,333 | New |
| First Dallas Securities Inc. | 4,350 | $202.0K | 0.14% | −21,806−83.4% | Reduced |
| Equitable Trust Co | 4,368 | $202.0K | 0.01% | −500−10.3% | Reduced |
| Affinity Capital Advisors, LLC | 4,352 | $202.0K | 0.07% | −95−2.1% | Reduced |
| Cardinal Point Wealth Management LLC | 4,347 | $202.0K | 0.09% | +4,347 | New |
| Bernardo Wealth Planning LLC | 4,375 | $203.0K | 0.12% | +4,375 | New |
| Riversedge Advisors, LLC | 4,375 | $203.0K | 0.07% | +4,375 | New |
| Brave Asset Management Inc | 4,401 | $204.0K | 0.06% | −2,000−31.2% | Reduced |
| Arcadia Investment Management Corp | 4,393 | $204.0K | 0.04% | 00.0% | Unchanged |
| Cowen and Company, LLC | 4,422 | $205.0K | 0.01% | −18,444−80.7% | Reduced |
| Gould Asset Management LLC | 4,407 | $205.0K | 0.06% | −2,804−38.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,425 | $205.0K | 0.02% | +4,425 | New |
| Independent Wealth Network Inc. | 3,940 | $205.0K | 0.13% | +3,940 | New |
| Laidlaw Wealth Management LLC | 4,442 | $206.0K | 0.05% | −2,884−39.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,433 | $206.0K | 0.10% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 4,441 | $206.0K | 0.05% | +4,441 | New |
| Massmutual Trust Co FSB | 4,462 | $207.0K | 0.01% | +1,998+81.1% | Added |
| Silvant Capital Management LLC | 4,523 | $210.0K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 4,547 | $211.0K | 0.08% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 4,574 | $212.0K | 0.13% | +4,574 | New |
| Wealth Advisory Solutions, LLC | 4,583 | $213.0K | 0.05% | −1,931−29.6% | Reduced |
| Financial Planning & Information Services, Inc. | 4,590 | $213.0K | 0.06% | +4,590 | New |
| Altavista Wealth Management, Inc. | 4,618 | $214.0K | 0.05% | −1,600−25.7% | Reduced |
| Linscomb & Williams, Inc. | 4,604 | $214.0K | 0.01% | −1,308−22.1% | Reduced |
| Catalyst Capital Advisors LLC | 4,615 | $214.0K | 0.01% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,622 | $214.0K | 0.07% | +19+0.4% | Added |
| Fermata Advisors, LLC | 4,617 | $214.0K | 0.09% | +92+2.0% | Added |
| Rockbridge Investment Management, LCC | 4,631 | $215.0K | 0.04% | +82+1.8% | Added |
| Select Asset Management & Trust | 4,661 | $216.0K | 0.16% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,655 | $216.0K | 0.13% | 00.0% | Unchanged |
| Leuthold Group, LLC | 4,645 | $216.0K | 0.03% | +4,645 | New |
| Marathon Capital Management | 4,634 | $216.0K | 0.05% | +4,634 | New |
| Wolff Wiese Magana LLC | 4,664 | $217.0K | 0.15% | −250−5.1% | Reduced |
| Wealthquest Corp | 4,678 | $217.0K | 0.04% | 00.0% | Unchanged |
| Premier Asset Management LLC | 4,702 | $218.0K | 0.03% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 4,692 | $218.0K | 0.29% | +4,692 | New |
| Acropolis Investment Management, LLC | 4,801 | $219.0K | 0.03% | −264−5.2% | Reduced |
| Miller Value Partners, LLC | 4,750 | $220.0K | 0.01% | −2,950−38.3% | Reduced |
| Financial Advisory Group | 4,742 | $220.0K | 0.05% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 4,732 | $220.0K | 0.04% | −17−0.4% | Reduced |
| Hantz Financial Services, Inc. | 4,771 | $221.0K | 0.01% | −112−2.3% | Reduced |
| West Oak Capital, LLC | 4,800 | $223.0K | 0.09% | 00.0% | Unchanged |
| United Bank | 4,819 | $224.0K | 0.03% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,851 | $225.0K | 0.04% | +14+0.3% | Added |
| Verus Financial Partners, Inc. | 4,577 | $226.0K | 0.03% | −12−0.3% | Reduced |
| Bryn Mawr Trust Co | 4,896 | $227.0K | 0.01% | −300−5.8% | Reduced |
| Old Mission Investment Co LLC | 4,892 | $227.1K | 0.09% | −13−0.3% | Reduced |
| 55I, LLC | 4,912 | $228.0K | 0.01% | +33+0.7% | Added |
| Community Trust & Investment Co | 4,919 | $228.0K | 0.02% | +300+6.5% | Added |
| BFT Financial Group, LLC | 4,918 | $228.0K | 0.04% | +4,918 | New |
| Wagner Wealth Management, LLC | 4,484 | $229.0K | 0.18% | −933−17.2% | Reduced |
| Hardy Reed LLC | 4,929 | $229.0K | 0.04% | −395−7.4% | Reduced |
| Chesapeake Wealth Management | 4,928 | $229.0K | 0.08% | 00.0% | Unchanged |
| Smith, Salley & Associates | 4,937 | $229.0K | 0.02% | +181+3.8% | Added |
| Vaughan David Investments LLC | 4,966 | $230.0K | 0.01% | −1,100−18.1% | Reduced |
| Tranquilli Financial Advisor LLC | 4,962 | $230.0K | 0.17% | +70+1.4% | Added |
| Flossbach Von Storch AG | 4,970 | $231.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,989 | $232.0K | 0.02% | −647−11.5% | Reduced |
| Puzo Michael J | 5,000 | $232.0K | 0.07% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 5,000 | $232.0K | 0.11% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5,002 | $232.0K | 0.04% | +579+13.1% | Added |
| V Wealth Advisors LLC | 5,062 | $235.0K | 0.04% | −1,673−24.8% | Reduced |
| Burt Wealth Advisors | 5,070 | $235.0K | 0.07% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 5,093 | $236.0K | 0.02% | −250−4.7% | Reduced |
| Foundations Investment Advisors, LLC | 4,913 | $236.0K | 0.01% | +4,913 | New |
| Buckhead Capital Management LLC | 5,099 | $237.0K | 0.05% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 5,118 | $237.0K | 0.01% | +4,193+453.3% | Added |
| Bourgeon Capital Management LLC | 5,108 | $237.0K | 0.05% | +5,108 | New |
| Concord Wealth Partners | 5,153 | $239.0K | 0.10% | −1,888−26.8% | Reduced |