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 |
|---|---|---|---|---|---|
| Boston Family Office LLC | 5,157 | $239.0K | 0.02% | −260−4.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 5,140 | $239.0K | 0.08% | 00.0% | Unchanged |
| Alta Capital Management LLC | 5,201 | $241.0K | 0.01% | −8,361−61.7% | Reduced |
| Capital Asset Advisory Services LLC | 5,185 | $241.0K | 0.03% | −3,382−39.5% | Reduced |
| Nations Financial Group Inc, | 5,182 | $241.0K | 0.04% | +13+0.3% | Added |
| Middleton & Co Inc | 5,215 | $242.0K | 0.03% | −2,546−32.8% | Reduced |
| Coastline Trust Co | 5,221 | $242.0K | 0.03% | 00.0% | Unchanged |
| Aspireon Wealth Advisors | 5,207 | $242.0K | 0.18% | +93+1.8% | Added |
| HBW Advisory Services LLC | 5,228 | $243.0K | 0.06% | −1,656−24.1% | Reduced |
| Gratus Capital LLC | 5,243 | $243.0K | 0.03% | 00.0% | Unchanged |
| Asset Management Corp | 5,237 | $243.0K | 0.15% | +65+1.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 5,265 | $244.0K | 0.03% | +75+1.4% | Added |
| Harbor Financial Services, LLC | 5,263 | $244.0K | 0.11% | +5,263 | New |
| Private Capital Management LLC | 5,268 | $245.0K | 0.10% | +489+10.2% | Added |
| Constitution Capital LLC | 5,300 | $246.0K | 0.15% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,315 | $247.0K | 0.13% | +49+0.9% | Added |
| Sustainable Insight Capital Management, LLC | 5,342 | $248.0K | 0.16% | +185+3.6% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 5,333 | $248.0K | 0.23% | +4,727+780.0% | Added |
| Pensionmark Financial Group, LLC | 5,376 | $250.0K | 0.06% | −402−7.0% | Reduced |
| Samalin Investment Counsel, LLC | 5,387 | $250.0K | 0.16% | +16+0.3% | Added |
| Bordeaux Wealth Advisors LLC | 5,385 | $250.0K | 0.14% | +760+16.4% | Added |
| Octavia Wealth Advisors, LLC | 5,357 | $250.0K | 0.06% | +5,357 | New |
| Pecaut & Co. | 5,400 | $251.0K | 0.15% | 00.0% | Unchanged |
| Summit Global Investments | 5,410 | $251.0K | 0.02% | +44+0.8% | Added |
| Integrated Investment Consultants, LLC | 5,398 | $251.0K | 0.07% | +825+18.0% | Added |
| Hills Bank & Trust Co | 5,412 | $251.0K | 0.04% | +2,576+90.8% | Added |
| Clarkston Capital Partners, LLC | 5,420 | $252.0K | 0.00% | −800−12.9% | Reduced |
| Norway Savings Bank | 5,438 | $252.0K | 0.12% | −201−3.6% | Reduced |
| Texas Yale Capital Corp. | 5,434 | $252.0K | 0.01% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 5,437 | $252.0K | 0.11% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,430 | $252.0K | 0.02% | 00.0% | Unchanged |
| REDW Wealth LLC | 5,421 | $252.0K | 0.08% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 5,440 | $252.0K | 0.14% | +33+0.6% | Added |
| Northeast Financial Consultants Inc | 5,451 | $253.0K | 0.02% | −250−4.4% | Reduced |
| HC Financial Advisors Inc | 5,483 | $254.0K | 0.15% | −33−0.6% | Reduced |
| Green Harvest Asset Management LLC | 5,476 | $254.0K | 0.04% | +17+0.3% | Added |
| Spirit of America Management Corp | 5,500 | $255.0K | 0.05% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 5,500 | $255.0K | 0.02% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 5,492 | $255.0K | 0.09% | +25+0.5% | Added |
| WMS Partners, LLC | 5,490 | $255.0K | 0.04% | +5,490 | New |
| Harvest Fund Management Co., Ltd | 5,517 | $256.0K | 0.06% | −2,180−28.3% | Reduced |
| Maven Securities LTD | 5,526 | $256.0K | 0.03% | +5,526 | New |
| Hayek Kallen Investment Management | 5,535 | $257.0K | 0.12% | −1,153−17.2% | Reduced |
| CFO4Life Group, LLC | 5,544 | $257.0K | 0.06% | −145−2.5% | Reduced |
| Whalerock Point Partners, LLC | 5,540 | $257.0K | 0.10% | +900+19.4% | Added |
| Summit Financial, LLC | 5,555 | $257.8K | 0.02% | +5,555 | New |
| Sutton Wealth Advisors Inc. | 5,580 | $259.0K | 0.10% | −10.0% | Reduced |
| Weaver Consulting Group | 5,581 | $259.0K | 0.14% | −375−6.3% | Reduced |
| First Heartland Consultants, Inc. | 5,598 | $260.0K | 0.04% | −129−2.3% | Reduced |
| Exencial Wealth Advisors, LLC | 5,621 | $261.0K | 0.01% | −1,701−23.2% | Reduced |
| Krilogy Financial LLC | 5,640 | $262.0K | 0.03% | +5,640 | New |
| Icon Wealth Partners, LLC | 5,664 | $263.0K | 0.03% | −2,322−29.1% | Reduced |
| Strategic Advisors LLC | 5,700 | $264.0K | 0.06% | −1,000−14.9% | Reduced |
| Patten & Patten Inc | 5,689 | $264.0K | 0.02% | −593−9.4% | Reduced |
| Charter Trust Co | 5,710 | $265.0K | 0.02% | −25−0.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,752 | $267.0K | 0.03% | −2,128−27.0% | Reduced |
| Hobart Private Capital, LLC | 5,771 | $267.8K | 0.11% | −32−0.6% | Reduced |
| Fort Pitt Capital Group, LLC | 5,776 | $268.0K | 0.01% | −8,979−60.9% | Reduced |
| Traynor Capital Management, Inc. | 5,778 | $268.0K | 0.04% | −486−7.8% | Reduced |
| Golden State Wealth Management, LLC | 5,781 | $268.0K | 0.06% | +961+19.9% | Added |
| Mosaic Family Wealth, LLC | 5,792 | $269.0K | 0.07% | +3+0.1% | Added |
| Valtinson Bruner Financial Planning LLC | 5,376 | $270.0K | 0.15% | +9+0.2% | Added |
| Martingale Asset Management L P | 5,803 | $270.0K | 0.00% | +5,803 | New |
| Hollencrest Capital Management | 5,863 | $272.0K | 0.02% | −4,000−40.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 5,852 | $272.0K | 0.18% | +5,852 | New |
| Ambassador Advisors, LLC | 5,932 | $275.0K | 0.05% | −215−3.5% | Reduced |
| Detalus Advisors, LLC | 5,950 | $276.0K | 0.14% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5,995 | $278.0K | 0.12% | −480−7.4% | Reduced |
| Cypress Capital Group | 5,990 | $278.0K | 0.04% | −107−1.8% | Reduced |
| Park National Corp | 6,004 | $279.0K | 0.01% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,030 | $280.0K | 0.05% | −39−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 6,070 | $281.0K | 0.01% | −310−4.9% | Reduced |
| Valmark Advisers, Inc. | 6,081 | $282.0K | 0.01% | −266−4.2% | Reduced |
| Old Dominion Capital Management Inc | 6,080 | $282.0K | 0.06% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 6,087 | $282.0K | 0.19% | +18+0.3% | Added |
| Campion Asset Management LLC | 6,090 | $283.0K | 0.25% | −90−1.5% | Reduced |
| Modera Wealth Management, LLC | 6,097 | $283.0K | 0.01% | +1,651+37.1% | Added |
| Windsor Capital Management, LLC | 6,128 | $284.0K | 0.09% | −1,102−15.2% | Reduced |
| Banco Santander, S.A. | 6,140 | $285.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6,171 | $286.4K | 0.08% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,174 | $287.0K | 0.06% | −22,080−78.1% | Reduced |
| Golden State Equity Partners | 6,204 | $288.0K | 0.12% | −11,611−65.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 6,197 | $288.0K | 0.10% | −1,025−14.2% | Reduced |
| KMG Fiduciary Partners, LLC | 6,195 | $288.0K | 0.05% | −463−7.0% | Reduced |
| Papp L Roy & Associates | 6,206 | $288.0K | 0.04% | +8+0.1% | Added |
| BNC Wealth Management, LLC | 6,212 | $288.0K | 0.17% | +20.0% | Added |
| Sky Investment Group LLC | 6,224 | $289.0K | 0.06% | −417−6.3% | Reduced |
| Van Cleef Asset Management,Inc | 6,223 | $289.0K | 0.04% | −250−3.9% | Reduced |
| Dividend Assets Capital, LLC | 6,260 | $291.0K | 0.06% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 6,334 | $294.0K | 0.14% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 6,355 | $295.0K | 0.07% | +108+1.7% | Added |
| Phoenix Wealth Advisors | 6,362 | $295.0K | 0.22% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 6,481 | $301.0K | 0.17% | −42−0.6% | Reduced |
| S. R. Schill & Associates | 6,532 | $303.0K | 0.13% | −3,228−33.1% | Reduced |
| CKW Financial Group | 6,444 | $303.0K | 0.05% | 00.0% | Unchanged |
| Comerica Securities,inc. | 6,573 | $305.0K | 0.02% | +1,071+19.5% | Added |
| Westhampton Capital, LLC | 6,590 | $306.0K | 0.21% | −1,260−16.1% | Reduced |
| Security Asset Management | 6,600 | $306.0K | 0.12% | 00.0% | Unchanged |
| Amarillo National Bank | 6,599 | $306.0K | 0.06% | +420+6.8% | Added |
| First National Bank | 6,581 | $306.0K | 0.29% | +6,581 | New |