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 |
|---|---|---|---|---|---|
| Cohen Capital Management, Inc. | 8,274 | $384.0K | 0.07% | −25−0.3% | Reduced |
| Mycio Wealth Partners, LLC | 8,283 | $384.0K | 0.14% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 8,310 | $386.0K | 0.04% | −5,225−38.6% | Reduced |
| Old North State Trust, LLC | 8,374 | $389.0K | 0.35% | −309−3.6% | Reduced |
| Evanson Asset Management, LLC | 8,682 | $389.0K | 0.04% | +506+6.2% | Added |
| Boston Trust Walden Corp | 8,384 | $389.0K | 0.00% | +291+3.6% | Added |
| Woodstock Corp | 8,404 | $390.0K | 0.05% | −1,100−11.6% | Reduced |
| Mechanics Bank Trust Department | 8,425 | $391.0K | 0.06% | −100−1.2% | Reduced |
| Bollard Group LLC | 8,429 | $391.0K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 8,500 | $394.0K | 0.03% | −200−2.3% | Reduced |
| Indiana Trust & Investment Management CO | 8,493 | $394.0K | 0.20% | −1,738−17.0% | Reduced |
| Nichols & Pratt Advisers LLP | 8,400 | $395.0K | 0.03% | −600−6.7% | Reduced |
| Bailard, Inc. | 8,505 | $395.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 8,562 | $397.0K | 0.21% | −500−5.5% | Reduced |
| Schulhoff & Co Inc | 8,586 | $398.0K | 0.18% | +20.0% | Added |
| Lipe & Dalton | 8,700 | $404.0K | 0.21% | −550−5.9% | Reduced |
| Denali Advisors LLC | 8,700 | $404.0K | 0.17% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,757 | $406.0K | 0.07% | −211−2.4% | Reduced |
| Miracle Mile Advisors, LLC | 8,789 | $408.0K | 0.02% | +656+8.1% | Added |
| BKD Wealth Advisors, LLC | 8,797 | $408.0K | 0.02% | +8,797 | New |
| River Wealth Advisors LLC | 8,817 | $409.0K | 0.07% | +6+0.1% | Added |
| Royal Fund Management, LLC | 8,828 | $409.0K | 0.07% | +28+0.3% | Added |
| Arbor Investment Advisors, LLC | 8,806 | $409.0K | 0.08% | +100+1.1% | Added |
| Iron Horse Wealth Management, LLC | 8,834 | $410.0K | 0.25% | 00.0% | Unchanged |
| Verition Fund Management LLC | 8,835 | $410.0K | 0.01% | +8,835 | New |
| Cahill Financial Advisors Inc | 8,856 | $411.0K | 0.08% | +3,484+64.9% | Added |
| Fortem Financial Group, LLC | 8,859 | $411.0K | 0.21% | +8,859 | New |
| Northwest Wealth Management, LLC | 8,881 | $412.0K | 0.22% | −469−5.0% | Reduced |
| Spectrum Management Group, LLC | 8,885 | $412.0K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,872 | $412.0K | 0.03% | +1,455+19.6% | Added |
| Providence Capital Advisors, LLC | 8,911 | $414.0K | 0.13% | −183−2.0% | Reduced |
| Grove Bank & Trust | 8,922 | $414.0K | 0.09% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 8,941 | $415.0K | 0.36% | −174−1.9% | Reduced |
| Pin Oak Investment Advisors Inc | 8,994 | $417.0K | 0.46% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 8,999 | $418.0K | 0.09% | −1,230−12.0% | Reduced |
| E Fund Management Co., Ltd. | 9,026 | $419.0K | 0.02% | +9,026 | New |
| Camden National Bank | 9,048 | $420.0K | 0.08% | +9,048 | New |
| First PREMIER Bank | 9,069 | $421.0K | 0.12% | 00.0% | Unchanged |
| Smith, Moore & Co. | 9,148 | $425.0K | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 9,179 | $426.0K | 0.04% | +538+6.2% | Added |
| Formidable Asset Management, LLC | 9,205 | $427.0K | 0.08% | +4,545+97.5% | Added |
| Titus Wealth Management | 9,201 | $428.0K | 0.22% | +804+9.6% | Added |
| Mission Creek Capital Partners, Inc. | 9,235 | $429.0K | 0.08% | −1,085−10.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 9,253 | $429.0K | 0.03% | −5−0.1% | Reduced |
| Cim Investment Mangement Inc | 9,259 | $430.0K | 0.14% | −56−0.6% | Reduced |
| Heron Financial Group, LLC | 9,268 | $430.0K | 0.24% | +220+2.4% | Added |
| Enterprise Financial Services Corp | 9,338 | $433.0K | 0.06% | +228+2.5% | Added |
| Court Place Advisors, LLC | 9,343 | $434.0K | 0.13% | −200−2.1% | Reduced |
| S.A. Mason LLC | 9,344 | $434.0K | 0.29% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 9,349 | $434.0K | 0.08% | +37+0.4% | Added |
| Ridgecrest Wealth Partners, LLC | 9,381 | $435.0K | 0.24% | +79+0.8% | Added |
| Coldstream Capital Management Inc | 18,676 | $439.0K | 0.02% | +2,748+17.3% | Added |
| Colonial Trust Advisors | 9,448 | $439.0K | 0.05% | −69−0.7% | Reduced |
| Nexus Investment Management ULC | 9,470 | $440.0K | 0.05% | −4,000−29.7% | Reduced |
| Exeter Financial, LLC | 9,500 | $441.0K | 0.26% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9,534 | $442.0K | 0.20% | −345−3.5% | Reduced |
| Texas Capital Bancshares Inc | 9,543 | $443.0K | 0.31% | −70−0.7% | Reduced |
| SNS Financial Group, LLC | 9,552 | $443.0K | 0.05% | +27+0.3% | Added |
| Cowa, LLC | 9,564 | $444.0K | 0.25% | −300−3.0% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $445.0K | 0.11% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 9,580 | $445.0K | 0.06% | +3,795+65.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,608 | $446.0K | 0.15% | −1,846−16.1% | Reduced |
| Claar Advisors LLC | 9,600 | $446.0K | 0.13% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 9,656 | $448.1K | 0.13% | −197−2.0% | Reduced |
| First National Bank of Hutchinson | 9,668 | $449.0K | 0.25% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 9,700 | $450.0K | 0.05% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 9,694 | $450.0K | 0.14% | +435+4.7% | Added |
| Berman Capital Advisors, LLC | 9,756 | $452.0K | 0.07% | +4,185+75.1% | Added |
| Bray Capital Advisors | 9,753 | $453.0K | 0.12% | +40.0% | Added |
| Monticello Wealth Management, LLC | 9,765 | $453.0K | 0.04% | +7+0.1% | Added |
| Lynch & Associates | 9,839 | $457.0K | 0.12% | −305−3.0% | Reduced |
| Kore Private Wealth LLC | 9,880 | $459.0K | 0.05% | −36−0.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 9,882 | $459.0K | 0.10% | +676+7.3% | Added |
| Cooper Financial Group | 9,945 | $462.0K | 0.10% | +214+2.2% | Added |
| Zuckerman Investment Group, LLC | 9,969 | $463.0K | 0.08% | 00.0% | Unchanged |
| IFG Advisory, LLC | 10,009 | $464.0K | 0.05% | +245+2.5% | Added |
| Nokota Management, LP | 10,000 | $464.0K | 2.70% | +10,000 | New |
| Quantinno Capital Management LP | 10,025 | $465.0K | 0.52% | +133+1.3% | Added |
| Jacobs & Co | 10,070 | $467.0K | 0.05% | +1,000+11.0% | Added |
| Platform Technology Partners | 10,085 | $468.0K | 0.21% | −270−2.6% | Reduced |
| Trust Co | 10,085 | $468.0K | 0.12% | +2,307+29.7% | Added |
| London & Capital Asset Management Ltd | 10,109 | $469.0K | 0.03% | −950−8.6% | Reduced |
| Capital One Financial Corp | 10,124 | $470.0K | 0.06% | +369+3.8% | Added |
| Advisors Management Group Inc | 10,154 | $471.0K | 0.15% | −165,759−94.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 10,160 | $472.0K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10,179 | $472.0K | 0.06% | +6,198+155.7% | Added |
| Zacks Investment Management | 10,239 | $475.0K | 0.01% | −7,843−43.4% | Reduced |
| Stephenson National Bank & Trust | 10,248 | $476.0K | 0.30% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,271 | $477.0K | 0.08% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 10,310 | $478.0K | 0.13% | +328+3.3% | Added |
| Anchor Investment Management, LLC | 10,330 | $479.4K | 0.07% | +469+4.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 10,339 | $480.0K | 0.02% | +107+1.0% | Added |
| Alliance Wealth Advisors, LLC | 10,372 | $481.0K | 0.43% | −675−6.1% | Reduced |
| Penserra Capital Management LLC | 10,441 | $484.0K | 0.01% | −143−1.4% | Reduced |
| WESPAC Advisors, LLC | 10,427 | $484.0K | 0.30% | +5,548+113.7% | Added |
| Coastal Bridge Advisors, LLC | 10,446 | $485.0K | 0.11% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 10,469 | $485.9K | 0.42% | +10,469 | New |
| Proficio Capital Partners LLC | 10,475 | $486.0K | 0.06% | +1,400+15.4% | Added |
| Jacobi Capital Management LLC | 10,523 | $488.0K | 0.06% | −5,961−36.2% | Reduced |
| Ssi Investment Management LLC | 10,517 | $488.0K | 0.03% | +44+0.4% | Added |