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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 13,376 | $621.0K | 0.18% | +4,414+49.3% | Added |
| Madison Wealth Management | 13,365 | $620.0K | 0.14% | −294−2.2% | Reduced |
| Pure Financial Advisors, Inc. | 13,251 | $615.0K | 0.05% | +99+0.8% | 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 |
| Johnson Investment Counsel Inc | 13,185 | $612.0K | 0.01% | +889+7.2% | Added |
| Burney Co | 13,158 | $611.0K | 0.03% | −47−0.4% | Reduced |
| West Family Investments, Inc. | 13,152 | $610.0K | 0.16% | +1,867+16.5% | Added |
| 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 |
| Quadrant Private Wealth Management, LLC | 13,031 | $605.0K | 0.25% | −3,800−22.6% | Reduced |
| Delta Investment Management, LLC | 12,964 | $602.0K | 0.19% | −1,304−9.1% | Reduced |
| Glassman Wealth Services | 12,949 | $601.0K | 0.13% | +269+2.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 12,900 | $599.0K | 0.45% | −600−4.4% | Reduced |
| 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 |
| Lakeview Capital Partners, LLC | 12,869 | $597.0K | 0.28% | +228+1.8% | Added |
| Pettyjohn, Wood & White, Inc | 12,837 | $596.0K | 0.13% | +10.0% | Added |
| BTR Capital Management Inc | 12,831 | $595.0K | 0.07% | −425−3.2% | 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 |
| Heritage Wealth Management, LLC | 12,604 | $585.0K | 0.21% | −186−1.5% | Reduced |
| Good Life Advisors, LLC | 12,590 | $584.0K | 0.08% | +3,629+40.5% | 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 |
| Purus Wealth Management, LLC | 12,548 | $582.0K | 0.40% | +55+0.4% | Added |
| 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 |
| 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 |
| 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 |
| Hexagon Capital Partners LLC | 12,317 | $572.0K | 0.17% | +54+0.4% | Added |
| Caldwell Trust Co | 12,297 | $570.7K | 0.07% | +2,398+24.2% | Added |
| G&S Capital LLC | 12,292 | $570.0K | 0.31% | 00.0% | Unchanged |
| Caas Capital Management LP | 12,265 | $569.0K | 0.04% | −10,068−45.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,179 | $565.0K | 0.16% | −48−0.4% | Reduced |
| Donaldson Capital Management, LLC | 12,162 | $564.0K | 0.03% | +1,950+19.1% | 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 |
| Cambridge Advisors Inc. | 12,061 | $560.0K | 0.14% | +10.0% | Added |
| Hudock, Inc. | 12,066 | $560.0K | 0.17% | +960+8.6% | Added |
| Summit Asset Management, LLC | 12,004 | $557.0K | 0.17% | +289+2.5% | Added |
| Wealth Alliance | 11,990 | $556.0K | 0.12% | +1,359+12.8% | Added |
| Montecito Bank & Trust | 11,925 | $553.0K | 0.11% | −125−1.0% | Reduced |
| Prelude Capital Management, LLC | 11,885 | $552.0K | 0.03% | +11,885 | New |
| 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 |
| Stoneridge Investment Partners LLC | 11,841 | $550.0K | 0.27% | −2,680−18.5% | Reduced |
| Pacifica Capital Investments, LLC | 11,835 | $549.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| YorkBridge Wealth Partners, LLC | 11,653 | $541.0K | 0.14% | −40.0% | Reduced |
| Aull & Monroe Investment Management Corp | 11,635 | $540.0K | 0.27% | −200−1.7% | Reduced |
| 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 |
| 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 |
| Claro Advisors LLC | 11,512 | $534.0K | 0.22% | −1,669−12.7% | Reduced |
| Crawford Investment Counsel Inc | 11,453 | $532.0K | 0.01% | +3,366+41.6% | Added |
| Vontobel Asset Management Inc | 11,469 | $530.0K | 0.00% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 11,385 | $528.0K | 0.35% | 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 |
| 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 |
| First Nebraska Trust Co | 11,282 | $523.6K | 0.07% | +429+4.0% | Added |
| Cornerstone Wealth Management, LLC | 11,257 | $522.0K | 0.06% | +307+2.8% | Added |
| Prentiss Smith & Co Inc | 11,220 | $521.0K | 0.26% | 00.0% | Unchanged |
| 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 |
| Financial Advocates Investment Management | 11,131 | $517.0K | 0.04% | +1,923+20.9% | Added |
| Chicago Trust Co NA | 11,111 | $515.0K | 0.11% | +257+2.4% | Added |
| Terry L. Blaker | 11,067 | $514.0K | 0.03% | −263−2.3% | Reduced |
| Leisure Capital Management | 11,038 | $512.0K | 0.28% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,998 | $510.0K | 0.01% | +10,998 | New |
| Brinker Capital Investments, LLC | 11,207 | $508.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Ballentine Partners, LLC | 10,923 | $506.0K | 0.02% | +975+9.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,869 | $504.0K | 0.11% | +140+1.3% | Added |
| Fairview Capital Investment Management, LLC | 10,850 | $503.0K | 0.03% | +133+1.2% | Added |
| 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 |
| 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 |
| Financial Advisory Service, Inc. | 10,779 | $500.0K | 0.05% | +58+0.5% | Added |
| Ausdal Financial Partners, Inc. | 10,738 | $498.0K | 0.07% | −312−2.8% | Reduced |