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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.

Institutional holdersQ3 2021: 1,913 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,883 institutions
Value heldQ3 2021: $134.2B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,883$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2021.

Institutions holding WFC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Proequities, Inc.22,225$1.03M0.06%−110.0%Reduced
Engine No. 1 LLC22,128$1.03M0.26%+8,914+67.5%Added
Simmons Bank22,055$1.02M0.07%+324+1.5%Added
Peoples Financial Services Corp.21,991$1.02M0.43%00.0%Unchanged
Carlson Capital Management21,919$1.02M0.11%+276+1.3%Added
Investors Asset Management of Georgia Inc21,846$1.01M0.53%−1,299−5.6%Reduced
Psagot Investment House Ltd.21,858$1.01M0.17%+8,060+58.4%Added
Psagot Value Holdings Ltd. / (Israel)21,858$1.01M0.17%+21,858New
Rehmann Capital Advisory Group21,790$1.01M0.10%+1,534+7.6%Added
Truehand, Inc21,771$1.01M0.60%00.0%Unchanged
Appleton Partners Inc21,700$1.01M0.08%−773−3.4%Reduced
Fulcrum Asset Management LLP–$1.01M0.50%––
Intersect Capital LLC21,634$1.00M0.17%−2,505−10.4%Reduced
HighTower Trust Services, LTA21,636$1.00M0.12%+349+1.6%Added
Evergreen Capital Management LLC21,567$1.00M0.05%+10,072+87.6%Added
Washington Trust Bank21,488$997.0K0.12%−2,317−9.7%Reduced
Ferguson Wellman Capital Management, Inc21,412$994.0K0.03%00.0%Unchanged
Jones Financial Companies LLLP21,404$993.0K0.00%+3,399+18.9%Added
Principle Wealth Partners LLC21,364$992.0K0.11%−100.0%Reduced
Davidson Trust Co21,254$987.0K0.75%−754−3.4%Reduced
Ritholtz Wealth Management21,231$985.0K0.07%+816+4.0%Added
Accredited Investors Inc.21,208$984.0K0.11%−779−3.5%Reduced
Heartland Bank & Trust Co21,199$984.0K0.85%+21,199New
Bremer Bank National Association20,990$974.0K0.19%−690−3.2%Reduced
First City Capital Management, Inc.20,896$970.0K0.55%−96−0.5%Reduced
Park Avenue Securities LLC20,770$964.0K0.02%+2,064+11.0%Added
Tower Bridge Advisors20,750$963.0K0.06%−200−1.0%Reduced
USA Financial Portformulas Corp20,689$960.0K0.86%+19,539+1,699.0%Added
Investors Research Corp20,661$959.0K0.32%+35+0.2%Added
qPULA Trading Management LP20,642$958.0K1.50%+20,642New
AAFMAA Wealth Management & Trust LLC20,533$953.0K0.45%00.0%Unchanged
Centiva Capital, LP20,455$950.0K0.08%−105,321−83.7%Reduced
Equitable Holdings, Inc.20,391$946.0K0.02%−523−2.5%Reduced
Salem Investment Counselors Inc20,330$944.0K0.05%+342+1.7%Added
Duncker Streett & Co Inc20,253$940.0K0.18%−5,295−20.7%Reduced
Mengis Capital Management, Inc.20,224$938.0K0.20%−7,300−26.5%Reduced
Claraphi Advisory Network, LLC20,067$931.0K0.33%−2,050−9.3%Reduced
Narwhal Capital Management20,018$929.0K0.12%+2,381+13.5%Added
Barbara Oil Co.20,000$928.0K0.44%00.0%Unchanged
Harbor Advisors LLC20,000$928.0K0.19%00.0%Unchanged
InterOcean Capital Group, LLC19,885$923.0K0.05%00.0%Unchanged
Adirondack Research & Management Inc.19,884$923.0K1.12%+10.0%Added
Fulton Bank, N.A.19,796$919.0K0.04%+5,893+42.4%Added
Farmers & Merchants Trust Co of Long Beach19,717$915.0K0.24%+278+1.4%Added
First Mercantile Trust Co19,686$914.0K0.12%−14,152−41.8%Reduced
Ameritas Investment Company, LLC19,693$914.0K0.04%+12,182+162.2%Added
B. Riley Wealth Management, Inc.19,642$912.0K0.07%+19,642New
Marks Group Wealth Management, Inc19,602$908.0K0.12%+3,409+21.1%Added
Quadrant Capital Group LLC19,524$906.0K0.13%+1,660+9.3%Added
Kovack Advisors, Inc.19,458$903.0K0.10%+2,113+12.2%Added
Prudent Man Advisors, LLC19,437$902.0K0.34%−150−0.8%Reduced
Simon Quick Advisors, LLC19,437$902.0K0.23%+16,702+610.7%Added
Murphy, Middleton, Hinkle & Parker, Inc.19,401$900.0K0.52%−40−0.2%Reduced
Mutual Advisors, LLC19,298$896.0K0.05%−1,138−5.6%Reduced
Mitchell McLeod Pugh & Williams Inc19,252$893.0K0.33%+1,648+9.4%Added
Glynn Capital Management LLC19,165$889.0K0.08%00.0%Unchanged
First Bank & Trust19,001$882.0K0.40%00.0%Unchanged
Worth Venture Partners, LLC18,975$881.0K0.40%00.0%Unchanged
Change Path, LLC18,958$880.0K0.05%+760+4.2%Added
Argent Advisors, Inc.18,800$873.0K0.50%+9,820+109.4%Added
Foresight Wealth Management, LLC18,769$871.0K0.38%+310+1.7%Added
Triumph Capital Management18,698$868.0K0.41%+15+0.1%Added
Prio Wealth Limited Partnership18,538$860.0K0.03%−2,715−12.8%Reduced
People's United Financial, Inc.18,510$859.0K0.02%−640−3.3%Reduced
San Luis Wealth Advisors LLC18,511$859.0K0.48%+18,511New
Echo Street Capital Management LLC18,476$857.0K0.01%+18,476New
Chilton Capital Management LLC18,453$856.0K0.05%+274+1.5%Added
Moneta Group Investment Advisors LLC18,423$855.0K0.04%−941−4.9%Reduced
Rathbone Brothers plc18,385$853.0K0.01%00.0%Unchanged
Logan Capital Management Inc18,319$850.0K0.04%−2,911−13.7%Reduced
Patriot Financial Group Insurance Agency, LLC18,292$849.0K0.15%+2,255+14.1%Added
NEXT Financial Group, Inc18,201$845.0K0.07%−2,762−13.2%Reduced
GHP Investment Advisors, Inc.18,132$842.0K0.07%−54−0.3%Reduced
Budros, Ruhlin & Roe, Inc.18,112$841.0K0.10%−443−2.4%Reduced
Regents of the University of California18,106$840.0K0.10%00.0%Unchanged
Koshinski Asset Management, Inc.17,974$834.2K0.07%+6,171+52.3%Added
Legacy Financial Group LLC17,963$834.0K0.25%+5,154+40.2%Added
Pitcairn Co17,956$833.0K0.06%−515−2.8%Reduced
Manchester Capital Management LLC17,949$833.0K0.11%+1,200+7.2%Added
Cambridge Trust Co17,908$831.0K0.03%−431−2.4%Reduced
Douglass Winthrop Advisors, LLC17,839$828.0K0.02%−2,855−13.8%Reduced
Chicago Capital, LLC17,844$828.0K0.03%00.0%Unchanged
Summit Financial Group Inc17,785$826.0K0.30%00.0%Unchanged
Northwest Investment Counselors, LLC17,556$815.0K0.23%−8,218−31.9%Reduced
Essex Financial Services, Inc.17,561$815.0K0.09%+172+1.0%Added
Essex Savings Bank17,801$813.0K0.30%−292−1.6%Reduced
Newport Wealth Strategies, Inc.17,526$813.0K0.49%+52+0.3%Added
Putnam Investments LLC17,502$812.0K0.00%+98+0.6%Added
Atlas Capital Advisors LLC17,468$810.7K0.13%+13,332+322.3%Added
Convergence Investment Partners, LLC17,453$810.0K0.44%−5,274−23.2%Reduced
Traverso Chambers Private Wealth Management, LLC17,332$804.0K0.25%+10.0%Added
AdvisorNet Financial, Inc17,313$803.0K0.06%−5,407−23.8%Reduced
Keudell/Morrison Wealth Management17,286$802.0K0.34%−1,574−8.3%Reduced
Personal Capital Advisors Corp17,291$802.0K0.00%+188+1.1%Added
South State Corp.17,247$800.0K0.07%−461−2.6%Reduced
Soltis Investment Advisors LLC17,166$797.0K0.12%−462−2.6%Reduced
Gyon Technologies Capital Management, LP17,106$794.0K0.21%+17,106New
Archford Capital Strategies, LLC16,902$784.0K0.18%+1,193+7.6%Added
Integrated Advisors Network LLC16,822$781.0K0.05%−1,467−8.0%Reduced
Tarbox Family Office, Inc.16,810$780.0K0.14%+87+0.5%Added