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 |
|---|---|---|---|---|---|
| Aua Capital Management, LLC | 3,682 | $171.0K | 0.11% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,669 | $170.0K | 0.05% | +344+10.3% | Added |
| Sierra Capital LLC | 3,643 | $169.0K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3,633 | $169.0K | 0.03% | +129+3.7% | Added |
| Carolinas Wealth Consulting LLC | 3,559 | $165.0K | 0.04% | −821−18.7% | Reduced |
| First Command Bank | 3,446 | $160.0K | 0.03% | −300−8.0% | Reduced |
| First Command Financial Services, Inc. | 3,446 | $160.0K | 0.03% | −300−8.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,414 | $158.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3,315 | $154.0K | 0.05% | +3,315 | New |
| Brewin Dolphin Wealth Management Ltd | 3,276 | $152.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3,239 | $150.0K | 0.04% | −902−21.8% | Reduced |
| Ironwood Financial, llc | 3,198 | $148.0K | 0.04% | +101+3.3% | Added |
| SRS Capital Advisors, Inc. | 3,145 | $146.0K | 0.02% | −5,764−64.7% | Reduced |
| Firestone Capital Management | 3,221 | $146.0K | 0.05% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,130 | $145.0K | 0.02% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,051 | $142.0K | 0.07% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 3,028 | $141.0K | 0.01% | +234+8.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,036 | $140.0K | 0.02% | −6,173−67.0% | Reduced |
| Lindbrook Capital, LLC | 3,005 | $139.0K | 0.04% | −5,909−66.3% | Reduced |
| Arlington Partners LLC | 3,004 | $139.0K | 0.04% | −416−12.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,987 | $139.0K | 0.09% | +250+9.1% | Added |
| Optimum Investment Advisors | 2,976 | $138.0K | 0.06% | −500−14.4% | Reduced |
| Rock Creek Group, LP | 2,957 | $137.0K | 0.02% | −3,255−52.4% | Reduced |
| Prestige Wealth Management Group LLC | 2,927 | $136.0K | 0.03% | −3,508−54.5% | Reduced |
| Clean Yield Group | 2,848 | $132.0K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,842 | $132.0K | 0.05% | +1,709+80.1% | Added |
| Tucker Asset Management LLC | 2,577 | $131.8K | 0.05% | +188+7.9% | Added |
| Eukles Asset Management | 2,825 | $131.0K | 0.07% | +907+47.3% | Added |
| Column Capital Advisors, LLC | 2,729 | $127.0K | 0.03% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,734 | $127.0K | 0.21% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,752 | $127.0K | 0.01% | +300+12.2% | Added |
| Assetmark, Inc | 2,695 | $125.0K | 0.00% | +1,125+71.7% | Added |
| TCI Wealth Advisors, Inc. | 2,664 | $124.0K | 0.02% | −5−0.2% | Reduced |
| CNB Bank | 2,637 | $122.0K | 0.07% | −315−10.7% | Reduced |
| Hoese & Co LLP | 2,562 | $119.0K | 0.13% | −2,100−45.0% | Reduced |
| Acima Private Wealth, LLC | 2,572 | $119.0K | 0.05% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,605 | $118.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,520 | $117.0K | 0.11% | +1,690+203.6% | Added |
| Northern Oak Wealth Management Inc | 2,506 | $116.0K | 0.01% | −2,693−51.8% | Reduced |
| Winch Advisory Services, LLC | 2,488 | $115.0K | 0.04% | +11+0.4% | Added |
| LeJeune Puetz Investment Counsel LLC | 2,475 | $115.0K | 0.04% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,433 | $112.9K | 0.03% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,410 | $112.0K | 0.07% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 2,326 | $108.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,327 | $108.0K | 0.04% | −128−5.2% | Reduced |
| Clearview Wealth Advisors LLC | 2,304 | $107.0K | 0.07% | +2+0.1% | Added |
| Security National Trust Co | 2,319 | $105.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2,213 | $103.0K | 0.03% | −1,460−39.7% | Reduced |
| Sargent Bickham Lagudis LLC | 2,152 | $100.0K | 0.01% | −359−14.3% | Reduced |
| Archer Investment Corp | 2,125 | $98.6K | 0.04% | +396+22.9% | Added |
| Atticus Wealth Management, LLC | 2,100 | $97.0K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,099 | $97.0K | 0.03% | +2+0.1% | Added |
| BDO Wealth Advisors, LLC | 2,075 | $96.0K | 0.01% | −196−8.6% | Reduced |
| Sonora Investment Management, LLC | 2,072 | $96.0K | 0.01% | +243+13.3% | Added |
| Global Financial Private Client, LLC | 2,021 | $95.0K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 2,050 | $95.0K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $92.8K | 0.11% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,952 | $91.0K | 0.02% | −2,280−53.9% | Reduced |
| Evermay Wealth Management LLC | 1,947 | $90.0K | 0.02% | −2,125−52.2% | Reduced |
| Gradient Investments LLC | 1,945 | $90.0K | 0.00% | −17−0.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,931 | $90.0K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,903 | $88.3K | 0.03% | +1,903 | New |
| Endurance Wealth Management, Inc. | 1,885 | $88.0K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,881 | $87.0K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,669 | $86.0K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,800 | $84.0K | 0.05% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,761 | $82.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,766 | $82.0K | 0.06% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,756 | $81.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,722 | $80.0K | 0.01% | +143+9.1% | Added |
| Mascoma Wealth Management LLC | 1,722 | $80.0K | 0.03% | +1,722 | New |
| Resolute Partners Group | 1,704 | $79.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,703 | $79.0K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 1,653 | $77.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,648 | $77.0K | 0.05% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,664 | $77.0K | 0.06% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,591 | $74.0K | 0.00% | +1,591 | New |
| Loomis Sayles & Co L P | 1,515 | $70.0K | 0.00% | −1,364−47.4% | Reduced |
| Cordasco Financial Network | 1,500 | $70.0K | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,440 | $69.0K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,516 | $69.0K | 0.04% | +486+47.2% | Added |
| Lenox Wealth Advisors, LLC | 1,463 | $68.0K | 0.01% | −234−13.8% | Reduced |
| Standard Family Office LLC | 1,400 | $65.0K | 0.02% | −5,781−80.5% | Reduced |
| Financial Perspectives, Inc | 1,339 | $62.1K | 0.03% | −521−28.0% | Reduced |
| Versant Capital Management, Inc | 1,332 | $62.0K | 0.02% | −2,501−65.2% | Reduced |
| Dougherty Wealth Advisers LLC | 1,312 | $61.0K | 0.09% | −75−5.4% | Reduced |
| Ellis Investment Partners, LLC | 1,331 | $61.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,306 | $60.6K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,290 | $60.0K | 0.05% | +5+0.4% | Added |
| Lumature Wealth Partners, LLC | 1,299 | $60.0K | 0.02% | +199+18.1% | Added |
| Cranbrook Wealth Management, LLC | 1,275 | $59.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,280 | $59.0K | 0.03% | +77+6.4% | Added |
| Evolution Wealth Advisors, LLC | 1,207 | $56.0K | 0.01% | −3,901−76.4% | Reduced |
| McIlrath & Eck, LLC | 1,213 | $56.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,184 | $54.9K | 0.03% | −52,282−97.8% | Reduced |
| Private Ocean, LLC | 1,113 | $52.0K | 0.01% | −2,320−67.6% | Reduced |
| MBM Wealth Consultants, LLC | 1,115 | $52.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,107 | $51.0K | 0.01% | +28+2.6% | Added |
| Accel Wealth Management | 1,063 | $49.0K | 0.03% | −276−20.6% | Reduced |
| D'Orazio & Associates, Inc. | 1,025 | $48.0K | 0.01% | −1,536−60.0% | Reduced |