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 |
|---|---|---|---|---|---|
| Hutner Capital Management Inc | 16,739 | $777.0K | 0.51% | −375−2.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 16,690 | $774.0K | 0.32% | 00.0% | Unchanged |
| XML Financial, LLC | 16,659 | $773.0K | 0.10% | −27−0.2% | Reduced |
| 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 |
| 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 |
| Sippican Capital Advisors | 16,536 | $767.0K | 0.66% | +206+1.3% | Added |
| Jaffetilchin Investment Partners, LLC | 16,501 | $766.0K | 0.08% | −20,334−55.2% | Reduced |
| 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 |
| JNBA Financial Advisors | 16,402 | $761.0K | 0.10% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 16,237 | $754.0K | 0.38% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 16,231 | $753.0K | 0.43% | −512−3.1% | Reduced |
| Legacy Capital Partners, Inc. | 16,175 | $751.0K | 0.27% | −4,428−21.5% | Reduced |
| Central Trust Co | 16,098 | $748.0K | 0.03% | −545−3.3% | Reduced |
| Latitude Advisors, LLC | 16,057 | $745.0K | 0.24% | +8,211+104.7% | 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 |
| 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 |
| Pacific Center for Financial Services | 15,975 | $741.0K | 0.32% | +838+5.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,922 | $739.0K | 0.01% | +15,275+2,360.9% | Added |
| 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 |
| Wimmer Associates 1, LLC | 15,876 | $737.0K | 0.44% | −340−2.1% | Reduced |
| Vident Investment Advisory, LLC | 15,872 | $736.0K | 0.02% | +3,569+29.0% | Added |
| Smithfield Trust Co | 15,814 | $731.0K | 0.05% | −200−1.2% | Reduced |
| Brookstone Capital Management | 15,845 | $730.0K | 0.01% | +648+4.3% | Added |
| Stonnington Group, LLC | 15,165 | $728.0K | 0.16% | −650−4.1% | Reduced |
| RMB Capital Management, LLC | 15,576 | $723.0K | 0.02% | +1,000+6.9% | Added |
| Apollon Wealth Management, LLC | 15,565 | $722.0K | 0.10% | +568+3.8% | Added |
| Barings LLC | 15,531 | $721.0K | 0.02% | −6,021−27.9% | Reduced |
| Laird Norton Trust Company, LLC | 15,460 | $717.0K | 0.07% | −2,287−12.9% | Reduced |
| Citizens Financial Group Inc | 15,392 | $714.0K | 0.03% | −459−2.9% | Reduced |
| IVC Wealth Advisors LLC | 15,295 | $710.0K | 0.49% | +8+0.1% | Added |
| AlphaStar Capital Management, LLC | 14,064 | $708.0K | 0.05% | +3,324+30.9% | Added |
| Abbrea Capital, LLC | 15,231 | $707.0K | 0.11% | +1,150+8.2% | Added |
| Burke & Herbert Bank & Trust Co | 15,135 | $703.0K | 0.45% | −255−1.7% | Reduced |
| Woodmont Investment Counsel LLC | 15,092 | $700.0K | 0.10% | −819−5.1% | Reduced |
| North Star Investment Management Corp. | 15,051 | $699.0K | 0.06% | +72+0.5% | Added |
| Neo Ivy Capital Management | 27,277 | $698.0K | 0.80% | +27,277 | New |
| Diligent Investors, LLC | 15,387 | $697.0K | 0.24% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 13,760 | $696.0K | 0.06% | +32+0.2% | Added |
| 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 |
| Childress Capital Advisors, LLC | 14,775 | $685.0K | 0.28% | +5,709+63.0% | Added |
| CenterStar Asset Management, LLC | – | $685.0K | 0.53% | – | New |
| Glenview Trust Co | 14,736 | $684.0K | 0.03% | +4,345+41.8% | Added |
| Parsec Financial Management, Inc. | 13,692 | $683.0K | 0.03% | −240−1.7% | Reduced |
| 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 |
| BBR Partners, LLC | 14,646 | $680.0K | 0.06% | +2,672+22.3% | Added |
| Sunflower Bank, N.A. | 14,583 | $677.0K | 0.10% | −3,529−19.5% | Reduced |
| LexAurum Advisors, LLC | 14,554 | $675.0K | 0.20% | −1,075−6.9% | 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 |
| Lantz Financial LLC | 14,447 | $670.0K | 0.34% | −156−1.1% | Reduced |
| 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 |
| 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 |
| RGT Wealth Advisors, LLC | 14,283 | $663.0K | 0.13% | +738+5.4% | Added |
| Harbor Investment Advisory, LLC | 14,246 | $661.0K | 0.09% | −1,411−9.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 14,231 | $660.0K | 0.20% | −3,014−17.5% | Reduced |
| Fisher Asset Management, LLC | 14,177 | $658.0K | 0.00% | −4,885−25.6% | Reduced |
| 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 |
| Canandaigua National Corp | 14,062 | $653.0K | 0.11% | +83+0.6% | Added |
| ARGI Investment Services, LLC | 14,050 | $652.0K | 0.02% | −385−2.7% | Reduced |
| 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 |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 13,880 | $644.0K | 0.12% | +13,880 | New |
| Sheets Smith Wealth Management | 13,857 | $643.0K | 0.09% | +206+1.5% | Added |
| 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 |
| 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 |
| Stokes Family Office, LLC | 13,674 | $635.0K | 0.09% | +708+5.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 13,664 | $634.0K | 0.39% | 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 |
| Avestar Capital, LLC | 13,598 | $631.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| 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 |
| Wintrust Investments LLC | 13,427 | $623.0K | 0.08% | +7,882+142.1% | Added |
| ZWJ Investment Counsel Inc | 13,410 | $622.0K | 0.04% | 00.0% | Unchanged |
| 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 |