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 |
|---|---|---|---|---|---|
| Tiedemann Advisors, LLC | 6,604 | $307.0K | 0.02% | −4,171−38.7% | Reduced |
| Legacy Financial Advisors, Inc. | 6,611 | $307.0K | 0.08% | +710+12.0% | Added |
| Wedge Capital Management L L P | 6,646 | $308.0K | 0.00% | −303−4.4% | Reduced |
| Summit X, LLC | 6,738 | $309.0K | 0.08% | +62+0.9% | Added |
| David R. Rahn & Associates Inc. | 6,660 | $309.0K | 0.17% | +6,660 | New |
| Levin Capital Strategies, L.P. | 6,677 | $310.0K | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 6,715 | $312.0K | 0.00% | −495,241−98.7% | Reduced |
| Stockman Wealth Management, Inc. | 6,746 | $313.0K | 0.07% | +109+1.6% | Added |
| CMG Global Holdings, LLC | 6,773 | $314.0K | 0.23% | −397−5.5% | Reduced |
| ERTS Wealth Advisors, LLC | 6,778 | $314.0K | 0.08% | −343−4.8% | Reduced |
| Pallas Capital Advisors LLC | 6,031 | $314.0K | 0.03% | +6,031 | New |
| Trust Co of Virginia | 6,788 | $315.0K | 0.03% | −150−2.2% | Reduced |
| Legacy Bridge, LLC | 6,817 | $316.0K | 0.18% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,810 | $316.0K | 0.15% | +100+1.5% | Added |
| Heritage Investors Management Corp | 6,825 | $317.0K | 0.01% | −2,015−22.8% | Reduced |
| Van Strum & Towne Inc. | 6,825 | $317.0K | 0.12% | 00.0% | Unchanged |
| Tompkins Financial Corp | 6,864 | $318.0K | 0.06% | +6,864 | New |
| Front Row Advisors LLC | 6,890 | $320.0K | 0.14% | +157+2.3% | Added |
| John W. Brooker & Co., CPAs | 6,904 | $320.0K | 0.18% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 6,842 | $320.0K | 0.02% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 6,888 | $320.0K | 0.06% | +539+8.5% | Added |
| Main Street Financial Solutions, LLC | 6,910 | $321.0K | 0.05% | −264−3.7% | Reduced |
| Ullmann Financial Group, Inc. | 6,922 | $321.0K | 0.13% | +988+16.6% | Added |
| Patton Albertson Miller Group, LLC | 6,914 | $321.0K | 0.06% | +6,914 | New |
| PBMares Wealth Management LLC | 6,928 | $322.0K | 0.15% | −1,238−15.2% | Reduced |
| Flagship Harbor Advisors, LLC | 7,141 | $323.0K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,962 | $323.0K | 0.06% | +304+4.6% | Added |
| Sandy Spring Bank | 6,944 | $323.0K | 0.02% | +685+10.9% | Added |
| Jeereddi Investments, LP | 7,006 | $325.0K | 0.30% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 7,000 | $325.0K | 0.18% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 7,007 | $325.0K | 0.07% | +352+5.3% | Added |
| Visionary Wealth Advisors | 7,029 | $326.0K | 0.03% | −1,262−15.2% | Reduced |
| Trustmark National Bank Trust Department | 7,028 | $326.0K | 0.03% | −98−1.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 7,035 | $326.0K | 0.11% | 00.0% | Unchanged |
| Fruth Investment Management | 7,042 | $326.0K | 0.10% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7,012 | $326.0K | 0.03% | +1,530+27.9% | Added |
| Blueprint Investment Partners LLC | 7,016 | $326.0K | 0.16% | +7,016 | New |
| Arete Wealth Advisors, LLC | 7,780 | $328.0K | 0.04% | −1,766−18.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,078 | $328.5K | 0.05% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,091 | $329.0K | 0.09% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 7,090 | $329.0K | 0.08% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 7,114 | $330.0K | 0.04% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 7,152 | $332.0K | 0.11% | 00.0% | Unchanged |
| Family Firm, Inc. | 6,616 | $332.0K | 0.09% | +4+0.1% | Added |
| HBK Investments L P | 7,180 | $333.0K | 0.00% | −97,407−93.1% | Reduced |
| Chelsea Counsel Co | 7,202 | $334.0K | 0.15% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 7,187 | $334.0K | 0.05% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,261 | $337.0K | 0.01% | −1,194−14.1% | Reduced |
| Acorn Wealth Advisors, LLC | 7,265 | $337.0K | 0.24% | −999−12.1% | Reduced |
| Perennial Investment Advisors, LLC | 7,319 | $341.0K | 0.12% | −296−3.9% | Reduced |
| Vicus Capital | 7,392 | $343.0K | 0.06% | −142−1.9% | Reduced |
| New Jersey Better Educational Savings Trust | 7,401 | $343.0K | 0.68% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,420 | $344.0K | 0.02% | +602+8.8% | Added |
| Sound View Wealth Advisors Group, LLC | 7,429 | $345.0K | 0.07% | −429−5.5% | Reduced |
| M&R Capital Management Inc | 7,450 | $345.0K | 0.08% | −99−1.3% | Reduced |
| Security National Bank of So Dak | 7,452 | $346.0K | 0.26% | −598−7.4% | Reduced |
| US Financial Advisors, LLC | 7,461 | $346.0K | 0.17% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 7,500 | $348.0K | 0.27% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 7,500 | $348.0K | 0.30% | +7,500 | New |
| Sequoia Financial Advisors, LLC | 7,519 | $349.0K | 0.04% | −9,761−56.5% | Reduced |
| Founders Financial Alliance, LLC | 7,542 | $350.0K | 0.16% | −98−1.3% | Reduced |
| First Personal Financial Services | 7,577 | $352.0K | 0.09% | −1,000−11.7% | Reduced |
| Bridgefront Capital, LLC | 7,634 | $354.0K | 0.37% | −13,401−63.7% | Reduced |
| First National Bank & Trust Co of Newtown | 7,649 | $355.0K | 0.07% | +891+13.2% | Added |
| Chiron Capital Management, LLC | 7,677 | $356.0K | 0.26% | −200−2.5% | Reduced |
| E&G Advisors, LP | 7,688 | $357.0K | 0.10% | +7,688 | Added |
| Arrow Financial Corp | 7,710 | $358.0K | 0.05% | −172−2.2% | Reduced |
| Plancorp, LLC | 7,713 | $358.0K | 0.02% | +249+3.3% | Added |
| All Terrain Financial Advisors, LLC | 7,718 | $358.0K | 0.16% | +2,168+39.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $360.0K | 0.10% | −486−5.9% | Reduced |
| Minot Wealth Management LLC | 7,750 | $360.0K | 0.08% | −146−1.8% | Reduced |
| Cadence Bank NA | 7,792 | $362.0K | 0.11% | −61−0.8% | Reduced |
| Adviser Investments LLC | 7,797 | $362.0K | 0.03% | 00.0% | Unchanged |
| HYA Advisors, Inc | 7,660 | $362.0K | 0.15% | +23+0.3% | Added |
| Telemetry Investments, L.L.C. | 7,792 | $362.0K | 0.50% | +292+3.9% | Added |
| Private Capital Group, LLC | 7,815 | $363.0K | 0.08% | −74−0.9% | Reduced |
| Wealth Architects, LLC | 7,858 | $365.0K | 0.07% | −762−8.8% | Reduced |
| Avion Wealth | 7,863 | $365.0K | 0.11% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7,892 | $366.0K | 0.28% | +2,001+34.0% | Added |
| Ramsey Quantitative Systems | 7,890 | $366.0K | 1.83% | +7,890 | New |
| Bridge Creek Capital Management LLC | 7,900 | $367.0K | 0.14% | −50−0.6% | Reduced |
| PrairieView Partners, LLC | 7,937 | $368.0K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 7,937 | $368.0K | 0.03% | +251+3.3% | Added |
| LVW Advisors, LLC | 7,923 | $368.0K | 0.06% | +1,105+16.2% | Added |
| Financial Engines Advisors L.L.C. | 7,934 | $368.0K | 0.00% | +7,934 | New |
| First Citizens Financial Corp | 7,948 | $369.0K | 0.29% | −225−2.8% | Reduced |
| Traphagen Investment Advisors LLC | 7,953 | $369.1K | 0.07% | −293−3.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 7,973 | $370.0K | 0.11% | −182−2.2% | Reduced |
| James Hambro & Partners | 7,966 | $370.0K | 0.03% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 8,000 | $371.0K | 0.01% | −3,539−30.7% | Reduced |
| Washington Capital Management Inc | 8,000 | $371.3K | 0.33% | 00.0% | Unchanged |
| Monetary Management Group Inc | 8,065 | $374.0K | 0.10% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 8,060 | $374.0K | 0.02% | +2,248+38.7% | Added |
| Cidel Asset Management Inc | 8,100 | $376.0K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 8,100 | $376.0K | 0.03% | +932+13.0% | Added |
| Horst & Graben Wealth Management LLC | 8,153 | $378.0K | 0.10% | +16+0.2% | Added |
| Sage Mountain Advisors LLC | 8,135 | $378.0K | 0.05% | +985+13.8% | Added |
| Cornerstone Advisory, LLC | 8,210 | $381.0K | 0.06% | +5+0.1% | Added |
| Successful Portfolios LLC | 8,231 | $382.0K | 0.23% | +615+8.1% | Added |
| Eclectic Associates Inc | 8,223 | $382.0K | 0.28% | +881+12.0% | Added |