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 |
|---|---|---|---|---|---|
| Harbor Financial Services, LLC | 5,263 | $244.0K | 0.11% | +5,263 | New |
| HBW Advisory Services LLC | 5,228 | $243.0K | 0.06% | −1,656−24.1% | Reduced |
| Gratus Capital LLC | 5,243 | $243.0K | 0.03% | 00.0% | Unchanged |
| Asset Management Corp | 5,237 | $243.0K | 0.15% | +65+1.3% | Added |
| Middleton & Co Inc | 5,215 | $242.0K | 0.03% | −2,546−32.8% | Reduced |
| Coastline Trust Co | 5,221 | $242.0K | 0.03% | 00.0% | Unchanged |
| Aspireon Wealth Advisors | 5,207 | $242.0K | 0.18% | +93+1.8% | Added |
| Alta Capital Management LLC | 5,201 | $241.0K | 0.01% | −8,361−61.7% | Reduced |
| Capital Asset Advisory Services LLC | 5,185 | $241.0K | 0.03% | −3,382−39.5% | Reduced |
| Nations Financial Group Inc, | 5,182 | $241.0K | 0.04% | +13+0.3% | Added |
| Concord Wealth Partners | 5,153 | $239.0K | 0.10% | −1,888−26.8% | Reduced |
| Boston Family Office LLC | 5,157 | $239.0K | 0.02% | −260−4.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 5,140 | $239.0K | 0.08% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 5,099 | $237.0K | 0.05% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 5,118 | $237.0K | 0.01% | +4,193+453.3% | Added |
| Bourgeon Capital Management LLC | 5,108 | $237.0K | 0.05% | +5,108 | New |
| Bank of Nova Scotia Trust Co | 5,093 | $236.0K | 0.02% | −250−4.7% | Reduced |
| Foundations Investment Advisors, LLC | 4,913 | $236.0K | 0.01% | +4,913 | New |
| V Wealth Advisors LLC | 5,062 | $235.0K | 0.04% | −1,673−24.8% | Reduced |
| Burt Wealth Advisors | 5,070 | $235.0K | 0.07% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,989 | $232.0K | 0.02% | −647−11.5% | Reduced |
| Puzo Michael J | 5,000 | $232.0K | 0.07% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 5,000 | $232.0K | 0.11% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5,002 | $232.0K | 0.04% | +579+13.1% | Added |
| Flossbach Von Storch AG | 4,970 | $231.0K | 0.00% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 4,966 | $230.0K | 0.01% | −1,100−18.1% | Reduced |
| Tranquilli Financial Advisor LLC | 4,962 | $230.0K | 0.17% | +70+1.4% | Added |
| Wagner Wealth Management, LLC | 4,484 | $229.0K | 0.18% | −933−17.2% | Reduced |
| Hardy Reed LLC | 4,929 | $229.0K | 0.04% | −395−7.4% | Reduced |
| Chesapeake Wealth Management | 4,928 | $229.0K | 0.08% | 00.0% | Unchanged |
| Smith, Salley & Associates | 4,937 | $229.0K | 0.02% | +181+3.8% | Added |
| 55I, LLC | 4,912 | $228.0K | 0.01% | +33+0.7% | Added |
| Community Trust & Investment Co | 4,919 | $228.0K | 0.02% | +300+6.5% | Added |
| BFT Financial Group, LLC | 4,918 | $228.0K | 0.04% | +4,918 | New |
| Old Mission Investment Co LLC | 4,892 | $227.1K | 0.09% | −13−0.3% | Reduced |
| Bryn Mawr Trust Co | 4,896 | $227.0K | 0.01% | −300−5.8% | Reduced |
| Verus Financial Partners, Inc. | 4,577 | $226.0K | 0.03% | −12−0.3% | Reduced |
| Means Investment Co., Inc. | 4,851 | $225.0K | 0.04% | +14+0.3% | Added |
| United Bank | 4,819 | $224.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 4,800 | $223.0K | 0.09% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,771 | $221.0K | 0.01% | −112−2.3% | Reduced |
| Miller Value Partners, LLC | 4,750 | $220.0K | 0.01% | −2,950−38.3% | Reduced |
| Financial Advisory Group | 4,742 | $220.0K | 0.05% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 4,732 | $220.0K | 0.04% | −17−0.4% | Reduced |
| Acropolis Investment Management, LLC | 4,801 | $219.0K | 0.03% | −264−5.2% | Reduced |
| Premier Asset Management LLC | 4,702 | $218.0K | 0.03% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 4,692 | $218.0K | 0.29% | +4,692 | New |
| Wolff Wiese Magana LLC | 4,664 | $217.0K | 0.15% | −250−5.1% | Reduced |
| Wealthquest Corp | 4,678 | $217.0K | 0.04% | 00.0% | Unchanged |
| Select Asset Management & Trust | 4,661 | $216.0K | 0.16% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,655 | $216.0K | 0.13% | 00.0% | Unchanged |
| Leuthold Group, LLC | 4,645 | $216.0K | 0.03% | +4,645 | New |
| Marathon Capital Management | 4,634 | $216.0K | 0.05% | +4,634 | New |
| Rockbridge Investment Management, LCC | 4,631 | $215.0K | 0.04% | +82+1.8% | Added |
| Altavista Wealth Management, Inc. | 4,618 | $214.0K | 0.05% | −1,600−25.7% | Reduced |
| Linscomb & Williams, Inc. | 4,604 | $214.0K | 0.01% | −1,308−22.1% | Reduced |
| Catalyst Capital Advisors LLC | 4,615 | $214.0K | 0.01% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,622 | $214.0K | 0.07% | +19+0.4% | Added |
| Fermata Advisors, LLC | 4,617 | $214.0K | 0.09% | +92+2.0% | Added |
| Wealth Advisory Solutions, LLC | 4,583 | $213.0K | 0.05% | −1,931−29.6% | Reduced |
| Financial Planning & Information Services, Inc. | 4,590 | $213.0K | 0.06% | +4,590 | New |
| Brown Miller Wealth Management, LLC | 4,574 | $212.0K | 0.13% | +4,574 | New |
| Hall Laurie J Trustee | 4,547 | $211.0K | 0.08% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 4,523 | $210.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,462 | $207.0K | 0.01% | +1,998+81.1% | Added |
| Laidlaw Wealth Management LLC | 4,442 | $206.0K | 0.05% | −2,884−39.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,433 | $206.0K | 0.10% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 4,441 | $206.0K | 0.05% | +4,441 | New |
| Cowen and Company, LLC | 4,422 | $205.0K | 0.01% | −18,444−80.7% | Reduced |
| Gould Asset Management LLC | 4,407 | $205.0K | 0.06% | −2,804−38.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,425 | $205.0K | 0.02% | +4,425 | New |
| Independent Wealth Network Inc. | 3,940 | $205.0K | 0.13% | +3,940 | New |
| Brave Asset Management Inc | 4,401 | $204.0K | 0.06% | −2,000−31.2% | Reduced |
| Arcadia Investment Management Corp | 4,393 | $204.0K | 0.04% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 4,375 | $203.0K | 0.12% | +4,375 | New |
| Riversedge Advisors, LLC | 4,375 | $203.0K | 0.07% | +4,375 | New |
| First Dallas Securities Inc. | 4,350 | $202.0K | 0.14% | −21,806−83.4% | Reduced |
| Equitable Trust Co | 4,368 | $202.0K | 0.01% | −500−10.3% | Reduced |
| Affinity Capital Advisors, LLC | 4,352 | $202.0K | 0.07% | −95−2.1% | Reduced |
| Cardinal Point Wealth Management LLC | 4,347 | $202.0K | 0.09% | +4,347 | New |
| Reilly Financial Advisors, LLC | 4,338 | $201.0K | 0.02% | −32−0.7% | Reduced |
| Forte Capital LLC | 4,333 | $201.0K | 0.03% | +4,333 | New |
| Seeyond | 4,320 | $200.0K | 0.02% | −44−1.0% | Reduced |
| Sigma Investment Counselors Inc | 4,312 | $200.0K | 0.01% | +4,312 | New |
| Trustcore Financial Services, LLC | 4,189 | $194.0K | 0.02% | +118+2.9% | Added |
| JJJ Advisors Inc. | 4,183 | $194.0K | 0.07% | +135+3.3% | Added |
| Tradewinds Capital Management, LLC | 4,159 | $193.0K | 0.03% | +10.0% | Added |
| City Holding Co | 4,086 | $190.0K | 0.03% | −125−3.0% | Reduced |
| Edge Wealth Management LLC | 4,050 | $188.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,026 | $187.0K | 0.06% | +13+0.3% | Added |
| FinTrust Capital Advisors, LLC | 3,997 | $186.0K | 0.05% | −1,029−20.5% | Reduced |
| Evoke Wealth, LLC | 3,968 | $184.0K | 0.01% | −20,468−83.8% | Reduced |
| Fieldpoint Private Securities, LLC | 3,970 | $184.0K | 0.04% | +86+2.2% | Added |
| Professional Financial Advisors, LLC | 3,965 | $184.0K | 0.11% | +16+0.4% | Added |
| Syverson Strege & Co | 3,963 | $184.0K | 0.15% | +579+17.1% | Added |
| American Research & Management Co. | 3,950 | $183.0K | 0.04% | −400−9.2% | Reduced |
| Creative Financial Designs Inc | 3,929 | $182.0K | 0.03% | −24−0.6% | Reduced |
| Alpha Paradigm Partners, LLC | 3,840 | $178.0K | 0.07% | −256−6.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,774 | $175.0K | 0.04% | +118+3.2% | Added |
| Oakworth Capital, Inc. | 3,751 | $174.0K | 0.02% | +101+2.8% | Added |