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 |
|---|---|---|---|---|---|
| Trust Co of Virginia | 6,788 | $315.0K | 0.03% | −150−2.2% | Reduced |
| CMG Global Holdings, LLC | 6,773 | $314.0K | 0.23% | −397−5.5% | Reduced |
| ERTS Wealth Advisors, LLC | 6,778 | $314.0K | 0.08% | −343−4.8% | Reduced |
| Pallas Capital Advisors LLC | 6,031 | $314.0K | 0.03% | +6,031 | New |
| Stockman Wealth Management, Inc. | 6,746 | $313.0K | 0.07% | +109+1.6% | Added |
| Prudential PLC | 6,715 | $312.0K | 0.00% | −495,241−98.7% | Reduced |
| Levin Capital Strategies, L.P. | 6,677 | $310.0K | 0.03% | 00.0% | Unchanged |
| Summit X, LLC | 6,738 | $309.0K | 0.08% | +62+0.9% | Added |
| David R. Rahn & Associates Inc. | 6,660 | $309.0K | 0.17% | +6,660 | New |
| Wedge Capital Management L L P | 6,646 | $308.0K | 0.00% | −303−4.4% | Reduced |
| Tiedemann Advisors, LLC | 6,604 | $307.0K | 0.02% | −4,171−38.7% | Reduced |
| Legacy Financial Advisors, Inc. | 6,611 | $307.0K | 0.08% | +710+12.0% | Added |
| Westhampton Capital, LLC | 6,590 | $306.0K | 0.21% | −1,260−16.1% | Reduced |
| Security Asset Management | 6,600 | $306.0K | 0.12% | 00.0% | Unchanged |
| Amarillo National Bank | 6,599 | $306.0K | 0.06% | +420+6.8% | Added |
| First National Bank | 6,581 | $306.0K | 0.29% | +6,581 | New |
| Comerica Securities,inc. | 6,573 | $305.0K | 0.02% | +1,071+19.5% | Added |
| S. R. Schill & Associates | 6,532 | $303.0K | 0.13% | −3,228−33.1% | Reduced |
| CKW Financial Group | 6,444 | $303.0K | 0.05% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 6,481 | $301.0K | 0.17% | −42−0.6% | Reduced |
| Kesler, Norman & Wride, LLC | 6,355 | $295.0K | 0.07% | +108+1.7% | Added |
| Phoenix Wealth Advisors | 6,362 | $295.0K | 0.22% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 6,334 | $294.0K | 0.14% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 6,260 | $291.0K | 0.06% | 00.0% | Unchanged |
| Sky Investment Group LLC | 6,224 | $289.0K | 0.06% | −417−6.3% | Reduced |
| Van Cleef Asset Management,Inc | 6,223 | $289.0K | 0.04% | −250−3.9% | Reduced |
| Golden State Equity Partners | 6,204 | $288.0K | 0.12% | −11,611−65.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 6,197 | $288.0K | 0.10% | −1,025−14.2% | Reduced |
| KMG Fiduciary Partners, LLC | 6,195 | $288.0K | 0.05% | −463−7.0% | Reduced |
| Papp L Roy & Associates | 6,206 | $288.0K | 0.04% | +8+0.1% | Added |
| BNC Wealth Management, LLC | 6,212 | $288.0K | 0.17% | +20.0% | Added |
| Two Sigma Securities, LLC | 6,174 | $287.0K | 0.06% | −22,080−78.1% | Reduced |
| Glen Eagle Advisors, LLC | 6,171 | $286.4K | 0.08% | 00.0% | Unchanged |
| Banco Santander, S.A. | 6,140 | $285.0K | 0.00% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 6,128 | $284.0K | 0.09% | −1,102−15.2% | Reduced |
| Campion Asset Management LLC | 6,090 | $283.0K | 0.25% | −90−1.5% | Reduced |
| Modera Wealth Management, LLC | 6,097 | $283.0K | 0.01% | +1,651+37.1% | Added |
| Valmark Advisers, Inc. | 6,081 | $282.0K | 0.01% | −266−4.2% | Reduced |
| Old Dominion Capital Management Inc | 6,080 | $282.0K | 0.06% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 6,087 | $282.0K | 0.19% | +18+0.3% | Added |
| Aptus Capital Advisors, LLC | 6,070 | $281.0K | 0.01% | −310−4.9% | Reduced |
| Berger Financial Group, Inc | 6,030 | $280.0K | 0.05% | −39−0.6% | Reduced |
| Park National Corp | 6,004 | $279.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5,995 | $278.0K | 0.12% | −480−7.4% | Reduced |
| Cypress Capital Group | 5,990 | $278.0K | 0.04% | −107−1.8% | Reduced |
| Detalus Advisors, LLC | 5,950 | $276.0K | 0.14% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 5,932 | $275.0K | 0.05% | −215−3.5% | Reduced |
| Hollencrest Capital Management | 5,863 | $272.0K | 0.02% | −4,000−40.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 5,852 | $272.0K | 0.18% | +5,852 | New |
| Valtinson Bruner Financial Planning LLC | 5,376 | $270.0K | 0.15% | +9+0.2% | Added |
| Martingale Asset Management L P | 5,803 | $270.0K | 0.00% | +5,803 | New |
| Mosaic Family Wealth, LLC | 5,792 | $269.0K | 0.07% | +3+0.1% | Added |
| Fort Pitt Capital Group, LLC | 5,776 | $268.0K | 0.01% | −8,979−60.9% | Reduced |
| Traynor Capital Management, Inc. | 5,778 | $268.0K | 0.04% | −486−7.8% | Reduced |
| Golden State Wealth Management, LLC | 5,781 | $268.0K | 0.06% | +961+19.9% | Added |
| Hobart Private Capital, LLC | 5,771 | $267.8K | 0.11% | −32−0.6% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,752 | $267.0K | 0.03% | −2,128−27.0% | Reduced |
| Charter Trust Co | 5,710 | $265.0K | 0.02% | −25−0.4% | Reduced |
| Strategic Advisors LLC | 5,700 | $264.0K | 0.06% | −1,000−14.9% | Reduced |
| Patten & Patten Inc | 5,689 | $264.0K | 0.02% | −593−9.4% | Reduced |
| Icon Wealth Partners, LLC | 5,664 | $263.0K | 0.03% | −2,322−29.1% | Reduced |
| Krilogy Financial LLC | 5,640 | $262.0K | 0.03% | +5,640 | New |
| Exencial Wealth Advisors, LLC | 5,621 | $261.0K | 0.01% | −1,701−23.2% | Reduced |
| First Heartland Consultants, Inc. | 5,598 | $260.0K | 0.04% | −129−2.3% | Reduced |
| Weaver Consulting Group | 5,581 | $259.0K | 0.14% | −375−6.3% | Reduced |
| Sutton Wealth Advisors Inc. | 5,580 | $259.0K | 0.10% | −10.0% | Reduced |
| Summit Financial, LLC | 5,555 | $257.8K | 0.02% | +5,555 | New |
| Hayek Kallen Investment Management | 5,535 | $257.0K | 0.12% | −1,153−17.2% | Reduced |
| CFO4Life Group, LLC | 5,544 | $257.0K | 0.06% | −145−2.5% | Reduced |
| Whalerock Point Partners, LLC | 5,540 | $257.0K | 0.10% | +900+19.4% | Added |
| Harvest Fund Management Co., Ltd | 5,517 | $256.0K | 0.06% | −2,180−28.3% | Reduced |
| Maven Securities LTD | 5,526 | $256.0K | 0.03% | +5,526 | New |
| Spirit of America Management Corp | 5,500 | $255.0K | 0.05% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 5,500 | $255.0K | 0.02% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 5,492 | $255.0K | 0.09% | +25+0.5% | Added |
| WMS Partners, LLC | 5,490 | $255.0K | 0.04% | +5,490 | New |
| HC Financial Advisors Inc | 5,483 | $254.0K | 0.15% | −33−0.6% | Reduced |
| Green Harvest Asset Management LLC | 5,476 | $254.0K | 0.04% | +17+0.3% | Added |
| Northeast Financial Consultants Inc | 5,451 | $253.0K | 0.02% | −250−4.4% | Reduced |
| Clarkston Capital Partners, LLC | 5,420 | $252.0K | 0.00% | −800−12.9% | Reduced |
| Norway Savings Bank | 5,438 | $252.0K | 0.12% | −201−3.6% | Reduced |
| Texas Yale Capital Corp. | 5,434 | $252.0K | 0.01% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 5,437 | $252.0K | 0.11% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,430 | $252.0K | 0.02% | 00.0% | Unchanged |
| REDW Wealth LLC | 5,421 | $252.0K | 0.08% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 5,440 | $252.0K | 0.14% | +33+0.6% | Added |
| Pecaut & Co. | 5,400 | $251.0K | 0.15% | 00.0% | Unchanged |
| Summit Global Investments | 5,410 | $251.0K | 0.02% | +44+0.8% | Added |
| Integrated Investment Consultants, LLC | 5,398 | $251.0K | 0.07% | +825+18.0% | Added |
| Hills Bank & Trust Co | 5,412 | $251.0K | 0.04% | +2,576+90.8% | Added |
| Pensionmark Financial Group, LLC | 5,376 | $250.0K | 0.06% | −402−7.0% | Reduced |
| Samalin Investment Counsel, LLC | 5,387 | $250.0K | 0.16% | +16+0.3% | Added |
| Bordeaux Wealth Advisors LLC | 5,385 | $250.0K | 0.14% | +760+16.4% | Added |
| Octavia Wealth Advisors, LLC | 5,357 | $250.0K | 0.06% | +5,357 | New |
| Sustainable Insight Capital Management, LLC | 5,342 | $248.0K | 0.16% | +185+3.6% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 5,333 | $248.0K | 0.23% | +4,727+780.0% | Added |
| Matrix Private Capital Group LLC | 5,315 | $247.0K | 0.13% | +49+0.9% | Added |
| Constitution Capital LLC | 5,300 | $246.0K | 0.15% | 00.0% | Unchanged |
| Private Capital Management LLC | 5,268 | $245.0K | 0.10% | +489+10.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 5,265 | $244.0K | 0.03% | +75+1.4% | Added |