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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 10,710 | $497.0K | 0.07% | +16+0.1% | Added |
| Oxford Financial Group Ltd | 10,719 | $497.0K | 0.06% | +37+0.3% | Added |
| Atwood & Palmer Inc | 10,707 | $497.0K | 0.04% | +500+4.9% | Added |
| Barrett Asset Management, LLC | 10,670 | $495.0K | 0.02% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 10,649 | $494.0K | 0.12% | −150−1.4% | Reduced |
| Aspen Investment Management Inc | 10,638 | $494.0K | 0.26% | +20+0.2% | Added |
| Waldron Private Wealth LLC | 10,644 | $493.0K | 0.03% | −19,740−65.0% | Reduced |
| Old West Investment Management, LLC | 10,610 | $492.0K | 0.22% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 10,573 | $490.0K | 0.03% | −382−3.5% | Reduced |
| David Loasby | 10,548 | $490.0K | 0.06% | −256−2.4% | Reduced |
| Global Trust Asset Management, LLC | 10,551 | $490.0K | 0.22% | +118+1.1% | Added |
| Keystone Financial Group | 10,558 | $490.0K | 0.09% | +177+1.7% | Added |
| Jacobi Capital Management LLC | 10,523 | $488.0K | 0.06% | −5,961−36.2% | Reduced |
| Ssi Investment Management LLC | 10,517 | $488.0K | 0.03% | +44+0.4% | Added |
| Proficio Capital Partners LLC | 10,475 | $486.0K | 0.06% | +1,400+15.4% | Added |
| Peak Planning Group, LLC | 10,469 | $485.9K | 0.42% | +10,469 | New |
| Coastal Bridge Advisors, LLC | 10,446 | $485.0K | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 10,441 | $484.0K | 0.01% | −143−1.4% | Reduced |
| WESPAC Advisors, LLC | 10,427 | $484.0K | 0.30% | +5,548+113.7% | Added |
| Alliance Wealth Advisors, LLC | 10,372 | $481.0K | 0.43% | −675−6.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 10,339 | $480.0K | 0.02% | +107+1.0% | Added |
| Anchor Investment Management, LLC | 10,330 | $479.4K | 0.07% | +469+4.8% | Added |
| 9258 Wealth Management, LLC | 10,310 | $478.0K | 0.13% | +328+3.3% | Added |
| HCR Wealth Advisors | 10,271 | $477.0K | 0.08% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 10,248 | $476.0K | 0.30% | 00.0% | Unchanged |
| Zacks Investment Management | 10,239 | $475.0K | 0.01% | −7,843−43.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 10,160 | $472.0K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10,179 | $472.0K | 0.06% | +6,198+155.7% | Added |
| Advisors Management Group Inc | 10,154 | $471.0K | 0.15% | −165,759−94.2% | Reduced |
| Capital One Financial Corp | 10,124 | $470.0K | 0.06% | +369+3.8% | Added |
| London & Capital Asset Management Ltd | 10,109 | $469.0K | 0.03% | −950−8.6% | Reduced |
| Platform Technology Partners | 10,085 | $468.0K | 0.21% | −270−2.6% | Reduced |
| Trust Co | 10,085 | $468.0K | 0.12% | +2,307+29.7% | Added |
| Jacobs & Co | 10,070 | $467.0K | 0.05% | +1,000+11.0% | Added |
| Quantinno Capital Management LP | 10,025 | $465.0K | 0.52% | +133+1.3% | Added |
| IFG Advisory, LLC | 10,009 | $464.0K | 0.05% | +245+2.5% | Added |
| Nokota Management, LP | 10,000 | $464.0K | 2.70% | +10,000 | New |
| Zuckerman Investment Group, LLC | 9,969 | $463.0K | 0.08% | 00.0% | Unchanged |
| Cooper Financial Group | 9,945 | $462.0K | 0.10% | +214+2.2% | Added |
| Kore Private Wealth LLC | 9,880 | $459.0K | 0.05% | −36−0.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 9,882 | $459.0K | 0.10% | +676+7.3% | Added |
| Lynch & Associates | 9,839 | $457.0K | 0.12% | −305−3.0% | Reduced |
| Bray Capital Advisors | 9,753 | $453.0K | 0.12% | +40.0% | Added |
| Monticello Wealth Management, LLC | 9,765 | $453.0K | 0.04% | +7+0.1% | Added |
| Berman Capital Advisors, LLC | 9,756 | $452.0K | 0.07% | +4,185+75.1% | Added |
| Baldwin Brothers Inc | 9,700 | $450.0K | 0.05% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 9,694 | $450.0K | 0.14% | +435+4.7% | Added |
| First National Bank of Hutchinson | 9,668 | $449.0K | 0.25% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 9,656 | $448.1K | 0.13% | −197−2.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,608 | $446.0K | 0.15% | −1,846−16.1% | Reduced |
| Claar Advisors LLC | 9,600 | $446.0K | 0.13% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,595 | $445.0K | 0.11% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 9,580 | $445.0K | 0.06% | +3,795+65.6% | Added |
| Cowa, LLC | 9,564 | $444.0K | 0.25% | −300−3.0% | Reduced |
| Texas Capital Bancshares Inc | 9,543 | $443.0K | 0.31% | −70−0.7% | Reduced |
| SNS Financial Group, LLC | 9,552 | $443.0K | 0.05% | +27+0.3% | Added |
| PSI Advisors, LLC | 9,534 | $442.0K | 0.20% | −345−3.5% | Reduced |
| Exeter Financial, LLC | 9,500 | $441.0K | 0.26% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 9,470 | $440.0K | 0.05% | −4,000−29.7% | Reduced |
| Coldstream Capital Management Inc | 18,676 | $439.0K | 0.02% | +2,748+17.3% | Added |
| Colonial Trust Advisors | 9,448 | $439.0K | 0.05% | −69−0.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,381 | $435.0K | 0.24% | +79+0.8% | Added |
| Court Place Advisors, LLC | 9,343 | $434.0K | 0.13% | −200−2.1% | Reduced |
| S.A. Mason LLC | 9,344 | $434.0K | 0.29% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 9,349 | $434.0K | 0.08% | +37+0.4% | Added |
| Enterprise Financial Services Corp | 9,338 | $433.0K | 0.06% | +228+2.5% | Added |
| Cim Investment Mangement Inc | 9,259 | $430.0K | 0.14% | −56−0.6% | Reduced |
| Heron Financial Group, LLC | 9,268 | $430.0K | 0.24% | +220+2.4% | Added |
| Mission Creek Capital Partners, Inc. | 9,235 | $429.0K | 0.08% | −1,085−10.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 9,253 | $429.0K | 0.03% | −5−0.1% | Reduced |
| Titus Wealth Management | 9,201 | $428.0K | 0.22% | +804+9.6% | Added |
| Formidable Asset Management, LLC | 9,205 | $427.0K | 0.08% | +4,545+97.5% | Added |
| MCF Advisors LLC | 9,179 | $426.0K | 0.04% | +538+6.2% | Added |
| Smith, Moore & Co. | 9,148 | $425.0K | 0.06% | 00.0% | Unchanged |
| First PREMIER Bank | 9,069 | $421.0K | 0.12% | 00.0% | Unchanged |
| Camden National Bank | 9,048 | $420.0K | 0.08% | +9,048 | New |
| E Fund Management Co., Ltd. | 9,026 | $419.0K | 0.02% | +9,026 | New |
| Greylin Investment Mangement Inc | 8,999 | $418.0K | 0.09% | −1,230−12.0% | Reduced |
| Pin Oak Investment Advisors Inc | 8,994 | $417.0K | 0.46% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 8,941 | $415.0K | 0.36% | −174−1.9% | Reduced |
| Providence Capital Advisors, LLC | 8,911 | $414.0K | 0.13% | −183−2.0% | Reduced |
| Grove Bank & Trust | 8,922 | $414.0K | 0.09% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 8,881 | $412.0K | 0.22% | −469−5.0% | Reduced |
| Spectrum Management Group, LLC | 8,885 | $412.0K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,872 | $412.0K | 0.03% | +1,455+19.6% | Added |
| Cahill Financial Advisors Inc | 8,856 | $411.0K | 0.08% | +3,484+64.9% | Added |
| Fortem Financial Group, LLC | 8,859 | $411.0K | 0.21% | +8,859 | New |
| Iron Horse Wealth Management, LLC | 8,834 | $410.0K | 0.25% | 00.0% | Unchanged |
| Verition Fund Management LLC | 8,835 | $410.0K | 0.01% | +8,835 | New |
| River Wealth Advisors LLC | 8,817 | $409.0K | 0.07% | +6+0.1% | Added |
| Royal Fund Management, LLC | 8,828 | $409.0K | 0.07% | +28+0.3% | Added |
| Arbor Investment Advisors, LLC | 8,806 | $409.0K | 0.08% | +100+1.1% | Added |
| Miracle Mile Advisors, LLC | 8,789 | $408.0K | 0.02% | +656+8.1% | Added |
| BKD Wealth Advisors, LLC | 8,797 | $408.0K | 0.02% | +8,797 | New |
| Institute for Wealth Management, LLC. | 8,757 | $406.0K | 0.07% | −211−2.4% | Reduced |
| Lipe & Dalton | 8,700 | $404.0K | 0.21% | −550−5.9% | Reduced |
| Denali Advisors LLC | 8,700 | $404.0K | 0.17% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 8,586 | $398.0K | 0.18% | +20.0% | Added |
| First Pacific Financial | 8,562 | $397.0K | 0.21% | −500−5.5% | Reduced |
| Nichols & Pratt Advisers LLP | 8,400 | $395.0K | 0.03% | −600−6.7% | Reduced |