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; 2,883 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Hyman Charles D | 54,242 | $2.52M | 0.18% | −205−0.4% | Reduced |
| HighMark Wealth Management LLC | 54,223 | $2.52M | 1.85% | +58+0.1% | Added |
| Moody Aldrich Partners LLC | 54,182 | $2.52M | 0.32% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 53,660 | $2.49M | 0.29% | −189,640−77.9% | Reduced |
| Perkins Coie Trust Co | 53,365 | $2.48M | 0.77% | +78+0.1% | Added |
| Lowe Brockenbrough & Co Inc | 53,271 | $2.47M | 0.19% | −11,456−17.7% | Reduced |
| LS Investment Advisors, LLC | 53,224 | $2.47M | 0.32% | −1,470−2.7% | Reduced |
| SkyView Investment Advisors, LLC | 53,217 | $2.47M | 0.69% | +32,741+159.9% | Added |
| Spinnaker Trust | 53,051 | $2.46M | 0.17% | −32,274−37.8% | Reduced |
| Lee Danner & Bass Inc | 52,770 | $2.45M | 0.23% | −1,425−2.6% | Reduced |
| Capital Investment Counsel, Inc | 52,727 | $2.45M | 0.54% | +1,500+2.9% | Added |
| Xcel Wealth Management, LLC | 52,541 | $2.44M | 0.71% | +22,900+77.3% | Added |
| True North Advisors, LLC | 52,412 | $2.43M | 0.48% | −66−0.1% | Reduced |
| Empirical Finance, LLC | 51,860 | $2.41M | 0.36% | +2,863+5.8% | Added |
| Aft, Forsyth & Sober, LLC | 51,500 | $2.39M | 0.90% | +500+1.0% | Added |
| Cresset Asset Management, LLC | 51,170 | $2.37M | 0.03% | +12,221+31.4% | Added |
| IFP Advisors, Inc | 50,550 | $2.35M | 0.05% | +9,660+23.6% | Added |
| JB Capital LLC | 50,125 | $2.33M | 0.30% | +50,125 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 50,039 | $2.32M | 0.01% | −621,388−92.5% | Reduced |
| Iat Reinsurance Co Ltd. | 50,000 | $2.32M | 0.35% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 49,645 | $2.30M | 0.47% | +99+0.2% | Added |
| Savant Capital, LLC | 49,519 | $2.30M | 0.08% | +1,767+3.7% | Added |
| Foster Group, Inc. | 49,450 | $2.29M | 0.22% | −3,519−6.6% | Reduced |
| Horizon Investments, LLC | 49,459 | $2.29M | 0.07% | −18,318−27.0% | Reduced |
| Somerset Group LLC | 49,014 | $2.27M | 1.64% | 00.0% | Unchanged |
| DCM Advisors, LLC | 48,956 | $2.27M | 0.87% | +48,956 | New |
| Schnieders Capital Management LLC | 48,842 | $2.27M | 0.61% | +3,600+8.0% | Added |
| IMS Capital Management | 48,813 | $2.27M | 1.31% | +662+1.4% | Added |
| KG&L Capital Management,LLC | 48,490 | $2.25M | 0.99% | −2,013−4.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 48,307 | $2.24M | 0.04% | +7,518+18.4% | Added |
| Kinneret Advisory, LLC | 48,237 | $2.24M | 0.26% | 00.0% | Unchanged |
| DF Dent & Co Inc | 48,144 | $2.23M | 0.02% | 00.0% | Unchanged |
| Eos Management, L.P. | 48,000 | $2.23M | 1.39% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 47,972 | $2.23M | 0.22% | −15,293−24.2% | Reduced |
| Quilter Plc | 47,661 | $2.21M | 0.06% | −2,334−4.7% | Reduced |
| Wetherby Asset Management Inc | 47,485 | $2.20M | 0.14% | −3,349−6.6% | Reduced |
| Haverford Trust Co | 47,484 | $2.20M | 0.03% | +4,919+11.6% | Added |
| Cypress Wealth Services, LLC | 47,209 | $2.19M | 0.66% | −1,278−2.6% | Reduced |
| Brio Consultants, LLC | 47,079 | $2.19M | 0.53% | −4,535−8.8% | Reduced |
| Bank of Stockton | 47,076 | $2.19M | 0.67% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 46,855 | $2.17M | 0.16% | +3,022+6.9% | Added |
| Sumitomo Life Insurance Co | 46,720 | $2.17M | 0.06% | −44,042−48.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 46,679 | $2.17M | 0.24% | −1,109−2.3% | Reduced |
| Pinnacle Bancorp, Inc. | 46,325 | $2.15M | 0.86% | +39,652+594.2% | Added |
| Pavion Blue Capital, LLC | 46,086 | $2.14M | 1.33% | +251+0.5% | Added |
| Conning Inc. | 46,040 | $2.14M | 0.06% | −6,910−13.1% | Reduced |
| Union Heritage Capital, LLC | 45,970 | $2.13M | 1.00% | 00.0% | Unchanged |
| Exane Derivatives | 45,804 | $2.13M | 0.53% | +4,423+10.7% | Added |
| Resources Investment Advisors, LLC. | 45,805 | $2.13M | 0.08% | −2,309−4.8% | Reduced |
| Round Hill Asset Management | 45,767 | $2.12M | 1.07% | 00.0% | Unchanged |
| Veriti Management LLC | 45,753 | $2.12M | 0.30% | +4,665+11.4% | Added |
| First Hawaiian Bank | 45,701 | $2.12M | 0.09% | +2,432+5.6% | Added |
| Avantax Planning Partners, Inc. | 45,680 | $2.12M | 0.10% | −265−0.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 45,558 | $2.11M | 1.08% | +45,558 | New |
| NorthRock Partners, LLC | 45,538 | $2.11M | 0.17% | +13,159+40.6% | Added |
| Steward Partners Investment Advisory, LLC | 45,202 | $2.10M | 0.04% | −1,348−2.9% | Reduced |
| White Pine Capital LLC | 45,069 | $2.09M | 0.64% | +200+0.4% | Added |
| Mark Stevens | 44,936 | $2.08M | 0.23% | −4,133−8.4% | Reduced |
| Cornerstone Investment Partners, LLC | 44,835 | $2.08M | 0.12% | +6,615+17.3% | Added |
| Rocky Mountain Advisers, LLC | 44,725 | $2.08M | 2.53% | −90−0.2% | Reduced |
| Columbus Macro, LLC | 44,584 | $2.07M | 0.68% | −3,746−7.8% | Reduced |
| Eqis Capital Management, Inc. | 44,413 | $2.06M | 0.16% | −24,056−35.1% | Reduced |
| Bessemer Group Inc | 44,285 | $2.06M | 0.00% | +254+0.6% | Added |
| Evercore Wealth Management, LLC | 44,222 | $2.05M | 0.04% | −550−1.2% | Reduced |
| Allworth Financial LP | 43,975 | $2.04M | 0.03% | +274+0.6% | Added |
| NBT Bank N A | 43,654 | $2.03M | 0.28% | −888−2.0% | Reduced |
| Boston Private Wealth LLC | 43,096 | $2.00M | 0.03% | −716−1.6% | Reduced |
| Sterling Investment Management, Inc. | 43,001 | $2.00M | 1.27% | −8,825−17.0% | Reduced |
| Triangle Securities Wealth Management | 42,572 | $1.98M | 0.67% | +2,684+6.7% | Added |
| 6 Meridian | 42,537 | $1.97M | 0.16% | +42,537 | New |
| Franklin Street Advisors Inc | 42,460 | $1.97M | 0.17% | +21,309+100.7% | Added |
| Bank Pictet & Cie (Asia) Ltd | 42,454 | $1.97M | 0.55% | +546+1.3% | Added |
| Gs Investments, Inc. | 42,400 | $1.97M | 1.03% | +42,400 | New |
| United Asset Strategies, Inc. | 42,244 | $1.96M | 0.25% | −33,425−44.2% | Reduced |
| Verdence Capital Advisors LLC | 42,256 | $1.96M | 0.26% | +4,966+13.3% | Added |
| Toroso Investments, LLC | 42,238 | $1.96M | 0.07% | +6,704+18.9% | Added |
| Trust Asset Management LLC | 41,814 | $1.94M | 0.27% | +2,699+6.9% | Added |
| Elm Ridge Management, LLC | 41,608 | $1.93M | 2.68% | −840−2.0% | Reduced |
| Strategic Wealth Advisors Group, LLC | 41,343 | $1.92M | 0.09% | −21,072−33.8% | Reduced |
| Everett Harris & Co | 41,211 | $1.91M | 0.03% | −2,750−6.3% | Reduced |
| Meridian Wealth Partners, LLC | 41,146 | $1.91M | 0.40% | +442+1.1% | Added |
| Swarthmore Group Inc | 42,069 | $1.91M | 0.49% | 00.0% | Unchanged |
| Springhouse Capital Management, LP | 41,000 | $1.90M | 1.80% | 00.0% | Unchanged |
| Cullinan Associates Inc | 40,803 | $1.89M | 0.10% | +1,000+2.5% | Added |
| Enterprise Trust & Investment Co | 40,775 | $1.89M | 0.77% | −200−0.5% | Reduced |
| Pacific Asset Management LLC | 40,688 | $1.89M | 1.66% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 40,653 | $1.89M | 0.07% | −1,233−2.9% | Reduced |
| Cohen Investment Advisors LLC | 40,578 | $1.88M | 1.44% | +320+0.8% | Added |
| 44 Wealth Management LLC | 40,539 | $1.88M | 0.72% | −208−0.5% | Reduced |
| One Capital Management, LLC | 40,430 | $1.88M | 0.16% | −149−0.4% | Reduced |
| Spears Abacus Advisors LLC | 40,408 | $1.88M | 0.14% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 39,852 | $1.87M | 1.46% | −435,435−91.6% | Reduced |
| Patton Fund Management, Inc. | 40,344 | $1.87M | 0.71% | +40,344 | New |
| Mountain Pacific Investment Advisers Inc | 40,243 | $1.87M | 0.11% | −119−0.3% | Reduced |
| PFS Investments Inc. | 36,654 | $1.86M | 0.04% | +2,476+7.2% | Added |
| JT Stratford LLC | 40,111 | $1.86M | 0.57% | +140+0.4% | Added |
| Ulysses Management LLC | 40,000 | $1.86M | 0.33% | −20,000−33.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,620 | $1.84M | 0.02% | −5,115−11.4% | Reduced |
| Neville Rodie & Shaw Inc | 39,604 | $1.84M | 0.14% | −78−0.2% | Reduced |
| Northwest Capital Management Inc | 36,160 | $1.83M | 0.95% | +1,448+4.2% | Added |