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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 8,505 | $395.0K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 8,500 | $394.0K | 0.03% | −200−2.3% | Reduced |
| Indiana Trust & Investment Management CO | 8,493 | $394.0K | 0.20% | −1,738−17.0% | Reduced |
| Mechanics Bank Trust Department | 8,425 | $391.0K | 0.06% | −100−1.2% | Reduced |
| Bollard Group LLC | 8,429 | $391.0K | 0.01% | 00.0% | Unchanged |
| Woodstock Corp | 8,404 | $390.0K | 0.05% | −1,100−11.6% | Reduced |
| Old North State Trust, LLC | 8,374 | $389.0K | 0.35% | −309−3.6% | Reduced |
| Evanson Asset Management, LLC | 8,682 | $389.0K | 0.04% | +506+6.2% | Added |
| Boston Trust Walden Corp | 8,384 | $389.0K | 0.00% | +291+3.6% | Added |
| Sawgrass Asset Management LLC | 8,310 | $386.0K | 0.04% | −5,225−38.6% | Reduced |
| Cohen Capital Management, Inc. | 8,274 | $384.0K | 0.07% | −25−0.3% | Reduced |
| Mycio Wealth Partners, LLC | 8,283 | $384.0K | 0.14% | 00.0% | Unchanged |
| Successful Portfolios LLC | 8,231 | $382.0K | 0.23% | +615+8.1% | Added |
| Eclectic Associates Inc | 8,223 | $382.0K | 0.28% | +881+12.0% | Added |
| Cornerstone Advisory, LLC | 8,210 | $381.0K | 0.06% | +5+0.1% | Added |
| Horst & Graben Wealth Management LLC | 8,153 | $378.0K | 0.10% | +16+0.2% | Added |
| Sage Mountain Advisors LLC | 8,135 | $378.0K | 0.05% | +985+13.8% | Added |
| Cidel Asset Management Inc | 8,100 | $376.0K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 8,100 | $376.0K | 0.03% | +932+13.0% | Added |
| Monetary Management Group Inc | 8,065 | $374.0K | 0.10% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 8,060 | $374.0K | 0.02% | +2,248+38.7% | Added |
| Washington Capital Management Inc | 8,000 | $371.3K | 0.33% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 8,000 | $371.0K | 0.01% | −3,539−30.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 7,973 | $370.0K | 0.11% | −182−2.2% | Reduced |
| James Hambro & Partners | 7,966 | $370.0K | 0.03% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 7,953 | $369.1K | 0.07% | −293−3.6% | Reduced |
| First Citizens Financial Corp | 7,948 | $369.0K | 0.29% | −225−2.8% | Reduced |
| PrairieView Partners, LLC | 7,937 | $368.0K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 7,937 | $368.0K | 0.03% | +251+3.3% | Added |
| LVW Advisors, LLC | 7,923 | $368.0K | 0.06% | +1,105+16.2% | Added |
| Financial Engines Advisors L.L.C. | 7,934 | $368.0K | 0.00% | +7,934 | New |
| Bridge Creek Capital Management LLC | 7,900 | $367.0K | 0.14% | −50−0.6% | Reduced |
| Security National Bank of Sioux City Iowa | 7,892 | $366.0K | 0.28% | +2,001+34.0% | Added |
| Ramsey Quantitative Systems | 7,890 | $366.0K | 1.83% | +7,890 | New |
| Wealth Architects, LLC | 7,858 | $365.0K | 0.07% | −762−8.8% | Reduced |
| Avion Wealth | 7,863 | $365.0K | 0.11% | 00.0% | Unchanged |
| Private Capital Group, LLC | 7,815 | $363.0K | 0.08% | −74−0.9% | Reduced |
| Cadence Bank NA | 7,792 | $362.0K | 0.11% | −61−0.8% | Reduced |
| Adviser Investments LLC | 7,797 | $362.0K | 0.03% | 00.0% | Unchanged |
| HYA Advisors, Inc | 7,660 | $362.0K | 0.15% | +23+0.3% | Added |
| Telemetry Investments, L.L.C. | 7,792 | $362.0K | 0.50% | +292+3.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $360.0K | 0.10% | −486−5.9% | Reduced |
| Minot Wealth Management LLC | 7,750 | $360.0K | 0.08% | −146−1.8% | Reduced |
| Arrow Financial Corp | 7,710 | $358.0K | 0.05% | −172−2.2% | Reduced |
| Plancorp, LLC | 7,713 | $358.0K | 0.02% | +249+3.3% | Added |
| All Terrain Financial Advisors, LLC | 7,718 | $358.0K | 0.16% | +2,168+39.1% | Added |
| E&G Advisors, LP | 7,688 | $357.0K | 0.10% | +7,688 | Added |
| Chiron Capital Management, LLC | 7,677 | $356.0K | 0.26% | −200−2.5% | Reduced |
| First National Bank & Trust Co of Newtown | 7,649 | $355.0K | 0.07% | +891+13.2% | Added |
| Bridgefront Capital, LLC | 7,634 | $354.0K | 0.37% | −13,401−63.7% | Reduced |
| First Personal Financial Services | 7,577 | $352.0K | 0.09% | −1,000−11.7% | Reduced |
| Founders Financial Alliance, LLC | 7,542 | $350.0K | 0.16% | −98−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 7,519 | $349.0K | 0.04% | −9,761−56.5% | Reduced |
| Islay Capital Management, LLC | 7,500 | $348.0K | 0.27% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 7,500 | $348.0K | 0.30% | +7,500 | New |
| Security National Bank of So Dak | 7,452 | $346.0K | 0.26% | −598−7.4% | Reduced |
| US Financial Advisors, LLC | 7,461 | $346.0K | 0.17% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,429 | $345.0K | 0.07% | −429−5.5% | Reduced |
| M&R Capital Management Inc | 7,450 | $345.0K | 0.08% | −99−1.3% | Reduced |
| Wealthcare Advisory Partners LLC | 7,420 | $344.0K | 0.02% | +602+8.8% | Added |
| Vicus Capital | 7,392 | $343.0K | 0.06% | −142−1.9% | Reduced |
| New Jersey Better Educational Savings Trust | 7,401 | $343.0K | 0.68% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 7,319 | $341.0K | 0.12% | −296−3.9% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,261 | $337.0K | 0.01% | −1,194−14.1% | Reduced |
| Acorn Wealth Advisors, LLC | 7,265 | $337.0K | 0.24% | −999−12.1% | Reduced |
| Chelsea Counsel Co | 7,202 | $334.0K | 0.15% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 7,187 | $334.0K | 0.05% | 00.0% | Unchanged |
| HBK Investments L P | 7,180 | $333.0K | 0.00% | −97,407−93.1% | Reduced |
| Clear Perspective Advisors, LLC | 7,152 | $332.0K | 0.11% | 00.0% | Unchanged |
| Family Firm, Inc. | 6,616 | $332.0K | 0.09% | +4+0.1% | Added |
| Wallace Capital Management Inc. | 7,114 | $330.0K | 0.04% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,091 | $329.0K | 0.09% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 7,090 | $329.0K | 0.08% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,078 | $328.5K | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 7,780 | $328.0K | 0.04% | −1,766−18.5% | Reduced |
| Visionary Wealth Advisors | 7,029 | $326.0K | 0.03% | −1,262−15.2% | Reduced |
| Trustmark National Bank Trust Department | 7,028 | $326.0K | 0.03% | −98−1.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 7,035 | $326.0K | 0.11% | 00.0% | Unchanged |
| Fruth Investment Management | 7,042 | $326.0K | 0.10% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7,012 | $326.0K | 0.03% | +1,530+27.9% | Added |
| Blueprint Investment Partners LLC | 7,016 | $326.0K | 0.16% | +7,016 | New |
| Jeereddi Investments, LP | 7,006 | $325.0K | 0.30% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 7,000 | $325.0K | 0.18% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 7,007 | $325.0K | 0.07% | +352+5.3% | Added |
| Flagship Harbor Advisors, LLC | 7,141 | $323.0K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,962 | $323.0K | 0.06% | +304+4.6% | Added |
| Sandy Spring Bank | 6,944 | $323.0K | 0.02% | +685+10.9% | Added |
| PBMares Wealth Management LLC | 6,928 | $322.0K | 0.15% | −1,238−15.2% | Reduced |
| Main Street Financial Solutions, LLC | 6,910 | $321.0K | 0.05% | −264−3.7% | Reduced |
| Ullmann Financial Group, Inc. | 6,922 | $321.0K | 0.13% | +988+16.6% | Added |
| Patton Albertson Miller Group, LLC | 6,914 | $321.0K | 0.06% | +6,914 | New |
| Front Row Advisors LLC | 6,890 | $320.0K | 0.14% | +157+2.3% | Added |
| John W. Brooker & Co., CPAs | 6,904 | $320.0K | 0.18% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 6,842 | $320.0K | 0.02% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 6,888 | $320.0K | 0.06% | +539+8.5% | Added |
| Tompkins Financial Corp | 6,864 | $318.0K | 0.06% | +6,864 | New |
| Heritage Investors Management Corp | 6,825 | $317.0K | 0.01% | −2,015−22.8% | Reduced |
| Van Strum & Towne Inc. | 6,825 | $317.0K | 0.12% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,817 | $316.0K | 0.18% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,810 | $316.0K | 0.15% | +100+1.5% | Added |