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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 10,573 | $490.0K | 0.03% | −382−3.5% | Reduced |
| David Loasby | 10,548 | $490.0K | 0.06% | −256−2.4% | Reduced |
| Global Trust Asset Management, LLC | 10,551 | $490.0K | 0.22% | +118+1.1% | Added |
| Keystone Financial Group | 10,558 | $490.0K | 0.09% | +177+1.7% | Added |
| Old West Investment Management, LLC | 10,610 | $492.0K | 0.22% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 10,644 | $493.0K | 0.03% | −19,740−65.0% | Reduced |
| Biltmore Family Office, LLC | 10,649 | $494.0K | 0.12% | −150−1.4% | Reduced |
| Aspen Investment Management Inc | 10,638 | $494.0K | 0.26% | +20+0.2% | Added |
| Barrett Asset Management, LLC | 10,670 | $495.0K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 10,710 | $497.0K | 0.07% | +16+0.1% | Added |
| Oxford Financial Group Ltd | 10,719 | $497.0K | 0.06% | +37+0.3% | Added |
| Atwood & Palmer Inc | 10,707 | $497.0K | 0.04% | +500+4.9% | Added |
| Ausdal Financial Partners, Inc. | 10,738 | $498.0K | 0.07% | −312−2.8% | Reduced |
| Financial Advisory Service, Inc. | 10,779 | $500.0K | 0.05% | +58+0.5% | Added |
| Annandale Capital, LLC | 10,788 | $501.0K | 0.30% | +6+0.1% | Added |
| Intrua Financial, LLC | 10,009 | $501.0K | 0.09% | +10,009 | New |
| Parsons Capital Management Inc | 10,820 | $502.0K | 0.04% | −42−0.4% | Reduced |
| Quattro Financial Advisors LLC | 10,000 | $502.0K | 0.13% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 10,815 | $502.0K | 0.08% | +1,892+21.2% | Added |
| Fairview Capital Investment Management, LLC | 10,850 | $503.0K | 0.03% | +133+1.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,869 | $504.0K | 0.11% | +140+1.3% | Added |
| Ballentine Partners, LLC | 10,923 | $506.0K | 0.02% | +975+9.8% | Added |
| Stelac Advisory Services LLC | 10,930 | $507.0K | 0.14% | +3,321+43.6% | Added |
| Humankind Investments LLC | 10,928 | $507.0K | 0.23% | +3,367+44.5% | Added |
| Brinker Capital Investments, LLC | 11,207 | $508.0K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,998 | $510.0K | 0.01% | +10,998 | New |
| Leisure Capital Management | 11,038 | $512.0K | 0.28% | 00.0% | Unchanged |
| Terry L. Blaker | 11,067 | $514.0K | 0.03% | −263−2.3% | Reduced |
| Chicago Trust Co NA | 11,111 | $515.0K | 0.11% | +257+2.4% | Added |
| Financial Advocates Investment Management | 11,131 | $517.0K | 0.04% | +1,923+20.9% | Added |
| Bragg Financial Advisors, Inc | 11,183 | $519.0K | 0.03% | +465+4.3% | Added |
| BOK Financial Private Wealth, Inc. | 11,175 | $519.0K | 0.04% | +2,642+31.0% | Added |
| Prentiss Smith & Co Inc | 11,220 | $521.0K | 0.26% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,257 | $522.0K | 0.06% | +307+2.8% | Added |
| First Nebraska Trust Co | 11,282 | $523.6K | 0.07% | +429+4.0% | Added |
| Aj Wealth Strategies, LLC | 11,299 | $524.0K | 0.03% | −83−0.7% | Reduced |
| Northeast Investment Management | 11,285 | $524.0K | 0.03% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 11,369 | $527.0K | 0.02% | −1,230−9.8% | Reduced |
| MorganRosel Wealth Management, LLC | 11,348 | $527.0K | 0.29% | −1,000−8.1% | Reduced |
| Beaton Management Co. Inc. | 11,385 | $528.0K | 0.35% | 00.0% | Unchanged |
| Vontobel Asset Management Inc | 11,469 | $530.0K | 0.00% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 11,453 | $532.0K | 0.01% | +3,366+41.6% | Added |
| Claro Advisors LLC | 11,512 | $534.0K | 0.22% | −1,669−12.7% | Reduced |
| West Branch Capital LLC | 11,553 | $536.0K | 0.26% | −89−0.8% | Reduced |
| Surevest, LLC | 11,549 | $536.0K | 0.14% | +101+0.9% | Added |
| Ipswich Investment Management Co., Inc. | 11,565 | $537.0K | 0.14% | −175−1.5% | Reduced |
| Hanseatic Management Services Inc | 11,567 | $537.0K | 0.93% | +1,001+9.5% | Added |
| Aull & Monroe Investment Management Corp | 11,635 | $540.0K | 0.27% | −200−1.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 11,653 | $541.0K | 0.14% | −40.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 11,695 | $543.0K | 0.03% | −3,196−21.5% | Reduced |
| Marietta Investment Partners LLC | 11,700 | $543.0K | 0.12% | −8−0.1% | Reduced |
| Edge Capital Group, LLC | 11,713 | $544.0K | 0.04% | −3,151−21.2% | Reduced |
| State of Wyoming | 11,710 | $544.0K | 0.35% | +131+1.1% | Added |
| First Foundation Advisors | 11,783 | $547.0K | 0.02% | −3,361−22.2% | Reduced |
| StoneX Group Inc. | 11,795 | $547.0K | 0.08% | −502−4.1% | Reduced |
| Fort Point Capital Partners LLC | 11,785 | $547.0K | 0.08% | +4,002+51.4% | Added |
| Pacifica Capital Investments, LLC | 11,835 | $549.0K | 0.18% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 11,841 | $550.0K | 0.27% | −2,680−18.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,873 | $551.0K | 0.01% | −6,411−35.1% | Reduced |
| Sawtooth Solutions, LLC | 11,870 | $551.0K | 0.08% | +4,828+68.6% | Added |
| Prelude Capital Management, LLC | 11,885 | $552.0K | 0.03% | +11,885 | New |
| Montecito Bank & Trust | 11,925 | $553.0K | 0.11% | −125−1.0% | Reduced |
| Wealth Alliance | 11,990 | $556.0K | 0.12% | +1,359+12.8% | Added |
| Summit Asset Management, LLC | 12,004 | $557.0K | 0.17% | +289+2.5% | Added |
| Cambridge Advisors Inc. | 12,061 | $560.0K | 0.14% | +10.0% | Added |
| Hudock, Inc. | 12,066 | $560.0K | 0.17% | +960+8.6% | Added |
| McCarthy Asset Management, Inc. | 12,126 | $563.0K | 0.42% | −758−5.9% | Reduced |
| Lumbard & Kellner, LLC | 12,141 | $563.0K | 0.22% | −349−2.8% | Reduced |
| Donaldson Capital Management, LLC | 12,162 | $564.0K | 0.03% | +1,950+19.1% | Added |
| Dumont & Blake Investment Advisors LLC | 12,179 | $565.0K | 0.16% | −48−0.4% | Reduced |
| Caas Capital Management LP | 12,265 | $569.0K | 0.04% | −10,068−45.1% | Reduced |
| G&S Capital LLC | 12,292 | $570.0K | 0.31% | 00.0% | Unchanged |
| Caldwell Trust Co | 12,297 | $570.7K | 0.07% | +2,398+24.2% | Added |
| Hexagon Capital Partners LLC | 12,317 | $572.0K | 0.17% | +54+0.4% | Added |
| Hilltop Holdings Inc. | 12,371 | $574.0K | 0.06% | −780−5.9% | Reduced |
| Americana Partners, LLC | 12,377 | $574.0K | 0.14% | +4,450+56.1% | Added |
| Axiom Financial Strategies, LLC | 12,384 | $575.0K | 0.27% | −412−3.2% | Reduced |
| Osborne Partners Capital Management, LLC | 12,400 | $575.0K | 0.05% | −325−2.6% | Reduced |
| Liberty Wealth Management LLC | 12,389 | $575.0K | 0.21% | +36+0.3% | Added |
| Bayesian Capital Management, LP | 12,400 | $575.0K | 0.17% | +12,400 | New |
| Pearl River Capital, LLC | 12,400 | $575.0K | 0.16% | +12,400 | New |
| Dynamic Advisor Solutions LLC | 12,401 | $576.0K | 0.04% | −544−4.2% | Reduced |
| Douglas Lane & Associates, LLC | 12,411 | $576.0K | 0.01% | +319+2.6% | Added |
| Welch Group, LLC | 12,407 | $576.0K | 0.04% | +6,374+105.7% | Added |
| Purus Wealth Management, LLC | 12,548 | $582.0K | 0.40% | +55+0.4% | Added |
| Optas, LLC | 12,569 | $583.0K | 0.17% | −284−2.2% | Reduced |
| MV Capital Management, Inc. | 12,566 | $583.0K | 0.10% | +11,964+1,987.4% | Added |
| Good Life Advisors, LLC | 12,590 | $584.0K | 0.08% | +3,629+40.5% | Added |
| Heritage Wealth Management, LLC | 12,604 | $585.0K | 0.21% | −186−1.5% | Reduced |
| Investors Financial Group, LLC | 12,733 | $591.0K | 0.31% | −640−4.8% | Reduced |
| Weil Company, Inc. | 12,729 | $591.0K | 0.31% | +520+4.3% | Added |
| BTR Capital Management Inc | 12,831 | $595.0K | 0.07% | −425−3.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 12,837 | $596.0K | 0.13% | +10.0% | Added |
| Lakeview Capital Partners, LLC | 12,869 | $597.0K | 0.28% | +228+1.8% | Added |
| Fort Sheridan Advisors LLC | 12,895 | $598.0K | 0.20% | −776−5.7% | Reduced |
| Becker Capital Management Inc | 12,879 | $598.0K | 0.03% | +219+1.7% | Added |
| Pinnacle Wealth Management Group, Inc. | 12,900 | $599.0K | 0.45% | −600−4.4% | Reduced |
| Glassman Wealth Services | 12,949 | $601.0K | 0.13% | +269+2.1% | Added |
| Delta Investment Management, LLC | 12,964 | $602.0K | 0.19% | −1,304−9.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 13,031 | $605.0K | 0.25% | −3,800−22.6% | Reduced |