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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 16,402 | $761.0K | 0.10% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 16,388 | $764.0K | 0.13% | +223+1.4% | Added |
| Quest Capital Management Inc | 16,464 | $764.0K | 0.15% | +617+3.9% | Added |
| Jaffetilchin Investment Partners, LLC | 16,501 | $766.0K | 0.08% | −20,334−55.2% | Reduced |
| Sippican Capital Advisors | 16,536 | $767.0K | 0.66% | +206+1.3% | Added |
| North Star Asset Management Inc | 16,548 | $768.0K | 0.04% | −385−2.3% | Reduced |
| GM Advisory Group, Inc. | 16,554 | $768.0K | 0.08% | +300+1.8% | Added |
| Bank of the West | 16,565 | $769.0K | 0.08% | −1,095−6.2% | Reduced |
| Vista Wealth Management Group, LLC | 16,570 | $769.0K | 0.14% | +180+1.1% | Added |
| XML Financial, LLC | 16,659 | $773.0K | 0.10% | −27−0.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 16,690 | $774.0K | 0.32% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 16,739 | $777.0K | 0.51% | −375−2.2% | Reduced |
| Tarbox Family Office, Inc. | 16,810 | $780.0K | 0.14% | +87+0.5% | Added |
| Integrated Advisors Network LLC | 16,822 | $781.0K | 0.05% | −1,467−8.0% | Reduced |
| Archford Capital Strategies, LLC | 16,902 | $784.0K | 0.18% | +1,193+7.6% | Added |
| Gyon Technologies Capital Management, LP | 17,106 | $794.0K | 0.21% | +17,106 | New |
| Soltis Investment Advisors LLC | 17,166 | $797.0K | 0.12% | −462−2.6% | Reduced |
| South State Corp. | 17,247 | $800.0K | 0.07% | −461−2.6% | Reduced |
| Keudell/Morrison Wealth Management | 17,286 | $802.0K | 0.34% | −1,574−8.3% | Reduced |
| Personal Capital Advisors Corp | 17,291 | $802.0K | 0.00% | +188+1.1% | Added |
| AdvisorNet Financial, Inc | 17,313 | $803.0K | 0.06% | −5,407−23.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 17,332 | $804.0K | 0.25% | +10.0% | Added |
| Convergence Investment Partners, LLC | 17,453 | $810.0K | 0.44% | −5,274−23.2% | Reduced |
| Atlas Capital Advisors LLC | 17,468 | $810.7K | 0.13% | +13,332+322.3% | Added |
| Putnam Investments LLC | 17,502 | $812.0K | 0.00% | +98+0.6% | Added |
| Essex Savings Bank | 17,801 | $813.0K | 0.30% | −292−1.6% | Reduced |
| Newport Wealth Strategies, Inc. | 17,526 | $813.0K | 0.49% | +52+0.3% | Added |
| Northwest Investment Counselors, LLC | 17,556 | $815.0K | 0.23% | −8,218−31.9% | Reduced |
| Essex Financial Services, Inc. | 17,561 | $815.0K | 0.09% | +172+1.0% | Added |
| Summit Financial Group Inc | 17,785 | $826.0K | 0.30% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 17,839 | $828.0K | 0.02% | −2,855−13.8% | Reduced |
| Chicago Capital, LLC | 17,844 | $828.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 17,908 | $831.0K | 0.03% | −431−2.4% | Reduced |
| Pitcairn Co | 17,956 | $833.0K | 0.06% | −515−2.8% | Reduced |
| Manchester Capital Management LLC | 17,949 | $833.0K | 0.11% | +1,200+7.2% | Added |
| Legacy Financial Group LLC | 17,963 | $834.0K | 0.25% | +5,154+40.2% | Added |
| Koshinski Asset Management, Inc. | 17,974 | $834.2K | 0.07% | +6,171+52.3% | Added |
| Regents of the University of California | 18,106 | $840.0K | 0.10% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 18,112 | $841.0K | 0.10% | −443−2.4% | Reduced |
| GHP Investment Advisors, Inc. | 18,132 | $842.0K | 0.07% | −54−0.3% | Reduced |
| NEXT Financial Group, Inc | 18,201 | $845.0K | 0.07% | −2,762−13.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 18,292 | $849.0K | 0.15% | +2,255+14.1% | Added |
| Logan Capital Management Inc | 18,319 | $850.0K | 0.04% | −2,911−13.7% | Reduced |
| Rathbone Brothers plc | 18,385 | $853.0K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 18,423 | $855.0K | 0.04% | −941−4.9% | Reduced |
| Chilton Capital Management LLC | 18,453 | $856.0K | 0.05% | +274+1.5% | Added |
| Echo Street Capital Management LLC | 18,476 | $857.0K | 0.01% | +18,476 | New |
| People's United Financial, Inc. | 18,510 | $859.0K | 0.02% | −640−3.3% | Reduced |
| San Luis Wealth Advisors LLC | 18,511 | $859.0K | 0.48% | +18,511 | New |
| Prio Wealth Limited Partnership | 18,538 | $860.0K | 0.03% | −2,715−12.8% | Reduced |
| Triumph Capital Management | 18,698 | $868.0K | 0.41% | +15+0.1% | Added |
| Foresight Wealth Management, LLC | 18,769 | $871.0K | 0.38% | +310+1.7% | Added |
| Argent Advisors, Inc. | 18,800 | $873.0K | 0.50% | +9,820+109.4% | Added |
| Change Path, LLC | 18,958 | $880.0K | 0.05% | +760+4.2% | Added |
| Worth Venture Partners, LLC | 18,975 | $881.0K | 0.40% | 00.0% | Unchanged |
| First Bank & Trust | 19,001 | $882.0K | 0.40% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 19,165 | $889.0K | 0.08% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 19,252 | $893.0K | 0.33% | +1,648+9.4% | Added |
| Mutual Advisors, LLC | 19,298 | $896.0K | 0.05% | −1,138−5.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 19,401 | $900.0K | 0.52% | −40−0.2% | Reduced |
| Prudent Man Advisors, LLC | 19,437 | $902.0K | 0.34% | −150−0.8% | Reduced |
| Simon Quick Advisors, LLC | 19,437 | $902.0K | 0.23% | +16,702+610.7% | Added |
| Kovack Advisors, Inc. | 19,458 | $903.0K | 0.10% | +2,113+12.2% | Added |
| Quadrant Capital Group LLC | 19,524 | $906.0K | 0.13% | +1,660+9.3% | Added |
| Marks Group Wealth Management, Inc | 19,602 | $908.0K | 0.12% | +3,409+21.1% | Added |
| B. Riley Wealth Management, Inc. | 19,642 | $912.0K | 0.07% | +19,642 | New |
| First Mercantile Trust Co | 19,686 | $914.0K | 0.12% | −14,152−41.8% | Reduced |
| Ameritas Investment Company, LLC | 19,693 | $914.0K | 0.04% | +12,182+162.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 19,717 | $915.0K | 0.24% | +278+1.4% | Added |
| Fulton Bank, N.A. | 19,796 | $919.0K | 0.04% | +5,893+42.4% | Added |
| InterOcean Capital Group, LLC | 19,885 | $923.0K | 0.05% | 00.0% | Unchanged |
| Adirondack Research & Management Inc. | 19,884 | $923.0K | 1.12% | +10.0% | Added |
| Barbara Oil Co. | 20,000 | $928.0K | 0.44% | 00.0% | Unchanged |
| Harbor Advisors LLC | 20,000 | $928.0K | 0.19% | 00.0% | Unchanged |
| Narwhal Capital Management | 20,018 | $929.0K | 0.12% | +2,381+13.5% | Added |
| Claraphi Advisory Network, LLC | 20,067 | $931.0K | 0.33% | −2,050−9.3% | Reduced |
| Mengis Capital Management, Inc. | 20,224 | $938.0K | 0.20% | −7,300−26.5% | Reduced |
| Duncker Streett & Co Inc | 20,253 | $940.0K | 0.18% | −5,295−20.7% | Reduced |
| Salem Investment Counselors Inc | 20,330 | $944.0K | 0.05% | +342+1.7% | Added |
| Equitable Holdings, Inc. | 20,391 | $946.0K | 0.02% | −523−2.5% | Reduced |
| Centiva Capital, LP | 20,455 | $950.0K | 0.08% | −105,321−83.7% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 20,533 | $953.0K | 0.45% | 00.0% | Unchanged |
| qPULA Trading Management LP | 20,642 | $958.0K | 1.50% | +20,642 | New |
| Investors Research Corp | 20,661 | $959.0K | 0.32% | +35+0.2% | Added |
| USA Financial Portformulas Corp | 20,689 | $960.0K | 0.86% | +19,539+1,699.0% | Added |
| Tower Bridge Advisors | 20,750 | $963.0K | 0.06% | −200−1.0% | Reduced |
| Park Avenue Securities LLC | 20,770 | $964.0K | 0.02% | +2,064+11.0% | Added |
| First City Capital Management, Inc. | 20,896 | $970.0K | 0.55% | −96−0.5% | Reduced |
| Bremer Bank National Association | 20,990 | $974.0K | 0.19% | −690−3.2% | Reduced |
| Accredited Investors Inc. | 21,208 | $984.0K | 0.11% | −779−3.5% | Reduced |
| Heartland Bank & Trust Co | 21,199 | $984.0K | 0.85% | +21,199 | New |
| Ritholtz Wealth Management | 21,231 | $985.0K | 0.07% | +816+4.0% | Added |
| Davidson Trust Co | 21,254 | $987.0K | 0.75% | −754−3.4% | Reduced |
| Principle Wealth Partners LLC | 21,364 | $992.0K | 0.11% | −100.0% | Reduced |
| Jones Financial Companies LLLP | 21,404 | $993.0K | 0.00% | +3,399+18.9% | Added |
| Ferguson Wellman Capital Management, Inc | 21,412 | $994.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Bank | 21,488 | $997.0K | 0.12% | −2,317−9.7% | Reduced |
| Evergreen Capital Management LLC | 21,567 | $1.00M | 0.05% | +10,072+87.6% | Added |
| Intersect Capital LLC | 21,634 | $1.00M | 0.17% | −2,505−10.4% | Reduced |
| HighTower Trust Services, LTA | 21,636 | $1.00M | 0.12% | +349+1.6% | Added |