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; 2,883 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Gagnon Securities LLC | 13,056 | $606.0K | 0.09% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 13,056 | $606.0K | 0.25% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 12,968 | $606.0K | 0.42% | +200+1.6% | Added |
| West Family Investments, Inc. | 13,152 | $610.0K | 0.16% | +1,867+16.5% | Added |
| Burney Co | 13,158 | $611.0K | 0.03% | −47−0.4% | Reduced |
| Johnson Investment Counsel Inc | 13,185 | $612.0K | 0.01% | +889+7.2% | Added |
| Beach Investment Counsel Inc | 13,239 | $614.0K | 0.06% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 13,230 | $614.0K | 0.04% | +314+2.4% | Added |
| Family Legacy, Inc. | 12,800 | $614.0K | 0.28% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 13,251 | $615.0K | 0.05% | +99+0.8% | Added |
| Madison Wealth Management | 13,365 | $620.0K | 0.14% | −294−2.2% | Reduced |
| FineMark National Bank & Trust | 13,390 | $621.0K | 0.03% | −1,136−7.8% | Reduced |
| Weatherly Asset Management L. P. | 13,372 | $621.0K | 0.08% | −100−0.7% | Reduced |
| Garrison Point Advisors, LLC | 13,390 | $621.0K | 0.45% | 00.0% | Unchanged |
| DRW Securities, LLC | 13,376 | $621.0K | 0.18% | +4,414+49.3% | Added |
| ZWJ Investment Counsel Inc | 13,410 | $622.0K | 0.04% | 00.0% | Unchanged |
| Wintrust Investments LLC | 13,427 | $623.0K | 0.08% | +7,882+142.1% | Added |
| JFS Wealth Advisors, LLC | 13,491 | $626.0K | 0.06% | +155+1.2% | Added |
| Well Done, LLC | 13,494 | $626.0K | 0.14% | +2,689+24.9% | Added |
| Meridian Wealth Management, LLC | 13,573 | $630.0K | 0.08% | −47−0.3% | Reduced |
| Red Door Wealth Management, LLC | 13,575 | $630.0K | 0.24% | +1,465+12.1% | Added |
| Avestar Capital, LLC | 13,598 | $631.0K | 0.12% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 13,642 | $633.0K | 0.03% | −13−0.1% | Reduced |
| Iowa State Bank | 13,636 | $633.0K | 0.18% | +130+1.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 13,664 | $634.0K | 0.39% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 13,674 | $635.0K | 0.09% | +708+5.5% | Added |
| Csenge Advisory Group | 13,518 | $636.0K | 0.05% | −5,721−29.7% | Reduced |
| Buffington Mohr McNeal | 13,702 | $636.0K | 0.12% | −60.0% | Reduced |
| Front Street Capital Management, Inc. | 13,746 | $638.0K | 0.12% | −12,450−47.5% | Reduced |
| Monument Capital Management | 13,746 | $638.0K | 0.22% | +8,522+163.1% | Added |
| Sheets Smith Wealth Management | 13,857 | $643.0K | 0.09% | +206+1.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,880 | $644.0K | 0.12% | +13,880 | New |
| Webster Bank, N. A. | 13,913 | $645.0K | 0.07% | −650−4.5% | Reduced |
| Sharkey, Howes & Javer | 13,902 | $645.0K | 0.17% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 13,896 | $645.0K | 0.04% | +4,141+42.5% | Added |
| FDx Advisors, Inc. | 13,986 | $649.0K | 0.02% | −9,303−39.9% | Reduced |
| IHT Wealth Management, LLC | 13,982 | $649.0K | 0.05% | −5,990−30.0% | Reduced |
| X-Square Capital, LLC | 13,982 | $649.0K | 0.34% | +1,014+7.8% | Added |
| ARGI Investment Services, LLC | 14,050 | $652.0K | 0.02% | −385−2.7% | Reduced |
| Canandaigua National Corp | 14,062 | $653.0K | 0.11% | +83+0.6% | Added |
| 17 Capital Partners, LLC | 14,150 | $657.0K | 0.62% | −1,400−9.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 13,981 | $657.0K | 0.25% | +272+2.0% | Added |
| Tobam | 14,156 | $657.0K | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 14,177 | $658.0K | 0.00% | −4,885−25.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 14,231 | $660.0K | 0.20% | −3,014−17.5% | Reduced |
| Harbor Investment Advisory, LLC | 14,246 | $661.0K | 0.09% | −1,411−9.0% | Reduced |
| RGT Wealth Advisors, LLC | 14,283 | $663.0K | 0.13% | +738+5.4% | Added |
| Castle Rock Wealth Management, LLC | 13,068 | $665.0K | 0.23% | −6,160−32.0% | Reduced |
| HBK Sorce Advisory LLC | 14,332 | $665.0K | 0.04% | +285+2.0% | Added |
| Cannell Peter B & Co Inc | 14,330 | $665.0K | 0.02% | +350+2.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 14,350 | $666.0K | 0.09% | −4,250−22.8% | Reduced |
| First Midwest Bank Trust Division | 14,363 | $666.0K | 0.09% | −19−0.1% | Reduced |
| Sittner & Nelson, LLC | 14,342 | $666.0K | 0.43% | +1,183+9.0% | Added |
| Lantz Financial LLC | 14,447 | $670.0K | 0.34% | −156−1.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 14,505 | $673.0K | 0.18% | 00.0% | Unchanged |
| RB Capital Management, LLC | 14,500 | $673.0K | 0.25% | −20.0% | Reduced |
| LexAurum Advisors, LLC | 14,554 | $675.0K | 0.20% | −1,075−6.9% | Reduced |
| Sunflower Bank, N.A. | 14,583 | $677.0K | 0.10% | −3,529−19.5% | Reduced |
| BBR Partners, LLC | 14,646 | $680.0K | 0.06% | +2,672+22.3% | Added |
| Trust Co of Vermont | 14,690 | $681.0K | 0.05% | −460−3.0% | Reduced |
| AIMZ Investment Advisors, LLC | 14,682 | $681.0K | 0.31% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 13,692 | $683.0K | 0.03% | −240−1.7% | Reduced |
| Glenview Trust Co | 14,736 | $684.0K | 0.03% | +4,345+41.8% | Added |
| Childress Capital Advisors, LLC | 14,775 | $685.0K | 0.28% | +5,709+63.0% | Added |
| CenterStar Asset Management, LLC | – | $685.0K | 0.53% | – | New |
| International Assets Investment Management, LLC | 72,630 | $695.0K | 0.12% | +23,355+47.4% | Added |
| We Are One Seven, LLC | 13,588 | $695.0K | 0.09% | +142+1.1% | Added |
| Warren Averett Asset Management, LLC | 13,760 | $696.0K | 0.06% | +32+0.2% | Added |
| Diligent Investors, LLC | 15,387 | $697.0K | 0.24% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 27,277 | $698.0K | 0.80% | +27,277 | New |
| North Star Investment Management Corp. | 15,051 | $699.0K | 0.06% | +72+0.5% | Added |
| Woodmont Investment Counsel LLC | 15,092 | $700.0K | 0.10% | −819−5.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 15,135 | $703.0K | 0.45% | −255−1.7% | Reduced |
| Abbrea Capital, LLC | 15,231 | $707.0K | 0.11% | +1,150+8.2% | Added |
| AlphaStar Capital Management, LLC | 14,064 | $708.0K | 0.05% | +3,324+30.9% | Added |
| IVC Wealth Advisors LLC | 15,295 | $710.0K | 0.49% | +8+0.1% | Added |
| Citizens Financial Group Inc | 15,392 | $714.0K | 0.03% | −459−2.9% | Reduced |
| Laird Norton Trust Company, LLC | 15,460 | $717.0K | 0.07% | −2,287−12.9% | Reduced |
| Barings LLC | 15,531 | $721.0K | 0.02% | −6,021−27.9% | Reduced |
| Apollon Wealth Management, LLC | 15,565 | $722.0K | 0.10% | +568+3.8% | Added |
| RMB Capital Management, LLC | 15,576 | $723.0K | 0.02% | +1,000+6.9% | Added |
| Stonnington Group, LLC | 15,165 | $728.0K | 0.16% | −650−4.1% | Reduced |
| Brookstone Capital Management | 15,845 | $730.0K | 0.01% | +648+4.3% | Added |
| Smithfield Trust Co | 15,814 | $731.0K | 0.05% | −200−1.2% | Reduced |
| Vident Investment Advisory, LLC | 15,872 | $736.0K | 0.02% | +3,569+29.0% | Added |
| Wimmer Associates 1, LLC | 15,876 | $737.0K | 0.44% | −340−2.1% | Reduced |
| Element Wealth, LLC | 15,892 | $738.0K | 0.59% | −30−0.2% | Reduced |
| Doliver Advisors, LP | 15,902 | $738.0K | 0.25% | +250+1.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,922 | $739.0K | 0.01% | +15,275+2,360.9% | Added |
| Pacific Center for Financial Services | 15,975 | $741.0K | 0.32% | +838+5.5% | Added |
| Bristlecone Advisors, LLC | 15,987 | $742.0K | 0.10% | −443−2.7% | Reduced |
| Waddell & Associates, LLC | 15,979 | $742.0K | 0.13% | −138−0.9% | Reduced |
| Colony Group LLC | 15,985 | $742.0K | 0.01% | +1,101+7.4% | Added |
| Steel Peak Wealth Management LLC | 15,999 | $743.0K | 0.05% | −894−5.3% | Reduced |
| Altfest L J & Co Inc | 16,004 | $743.0K | 0.16% | +41+0.3% | Added |
| Latitude Advisors, LLC | 16,057 | $745.0K | 0.24% | +8,211+104.7% | Added |
| Central Trust Co | 16,098 | $748.0K | 0.03% | −545−3.3% | Reduced |
| Legacy Capital Partners, Inc. | 16,175 | $751.0K | 0.27% | −4,428−21.5% | Reduced |
| Sequent Asset Management, LLC | 16,231 | $753.0K | 0.43% | −512−3.1% | Reduced |
| Highlander Capital Management, LLC | 16,237 | $754.0K | 0.38% | 00.0% | Unchanged |