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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 39,317 | $1.82M | 0.60% | +2,434+6.6% | Added |
| Diversified Trust Co | 39,172 | $1.82M | 0.07% | −3,394−8.0% | Reduced |
| Meristem Family Wealth, LLC | 38,968 | $1.81M | 0.17% | +16,147+70.8% | Added |
| Hollow Brook Wealth Management LLC | 38,929 | $1.81M | 1.12% | −947−2.4% | Reduced |
| Sepio Capital, LP | 38,925 | $1.81M | 0.15% | +1,873+5.1% | Added |
| Bowling Portfolio Management LLC | 38,835 | $1.80M | 0.41% | −324−0.8% | Reduced |
| Greenleaf Trust | 38,735 | $1.80M | 0.02% | +2,470+6.8% | Added |
| Trust Co of Toledo NA | 38,564 | $1.79M | 0.29% | −732−1.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 38,445 | $1.78M | 1.17% | −477−1.2% | Reduced |
| Global Retirement Partners, LLC | 38,339 | $1.78M | 0.18% | +12,468+48.2% | Added |
| Alerus Financial NA | 38,199 | $1.77M | 0.16% | −21,461−36.0% | Reduced |
| Miller Investment Management, LP | 38,182 | $1.77M | 0.30% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 34,782 | $1.77M | 0.91% | 00.0% | Unchanged |
| Winton Group Ltd | 38,190 | $1.77M | 0.10% | +8,867+30.2% | Added |
| Lincoln National Corp | 38,116 | $1.77M | 0.04% | −206−0.5% | Reduced |
| Sentry Investment Management LLC | 37,932 | $1.76M | 0.51% | −4,306−10.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 37,820 | $1.75M | 0.16% | +4,998+15.2% | Added |
| Ancora Advisors, LLC | 37,485 | $1.74M | 0.05% | +4,732+14.4% | Added |
| Homrich & Berg | 37,435 | $1.74M | 0.04% | +2,702+7.8% | Added |
| Teza Capital Management LLC | 37,285 | $1.73M | 0.83% | +37,285 | New |
| Virtu Financial LLC | 37,201 | $1.73M | 0.15% | +37,201 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,053 | $1.72M | 0.33% | −350−0.9% | Reduced |
| Trinity Financial Advisors LLC | 37,018 | $1.72M | 1.15% | +5,510+17.5% | Added |
| AMG National Trust Bank | 36,918 | $1.71M | 0.06% | −105,698−74.1% | Reduced |
| Auxier Asset Management | 36,841 | $1.71M | 0.29% | +1,250+3.5% | Added |
| DuPont Capital Management Corp | 36,702 | $1.70M | 0.05% | −35,383−49.1% | Reduced |
| Circle Wealth Management, LLC | 36,449 | $1.69M | 0.24% | −8,775−19.4% | Reduced |
| Members Capital Advisors Inc | 36,100 | $1.68M | 0.91% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 36,067 | $1.67M | 1.00% | +3,435+10.5% | Added |
| Smith Shellnut Wilson LLC | 36,053 | $1.67M | 0.97% | +1,000+2.9% | Added |
| Integrated Wealth Concepts LLC | 35,922 | $1.67M | 0.05% | +8,094+29.1% | Added |
| Zeke Capital Advisors, LLC | 35,882 | $1.67M | 0.10% | −9,624−21.1% | Reduced |
| Bennett Selby Investments LP | 35,764 | $1.66M | 1.08% | −101−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,778 | $1.66M | 0.11% | +705+2.0% | Added |
| Bank Hapoalim BM | 35,733 | $1.66M | 0.17% | −765−2.1% | Reduced |
| Carret Asset Management, LLC | 35,665 | $1.66M | 0.20% | −4,579−11.4% | Reduced |
| Markston International LLC | 35,629 | $1.65M | 1.55% | −43,078−54.7% | Reduced |
| Occidental Asset Management, LLC | 35,371 | $1.64M | 0.43% | +2,225+6.7% | Added |
| American Money Management, LLC | 35,362 | $1.64M | 0.46% | +95+0.3% | Added |
| Avidian Wealth Solutions, LLC | 35,369 | $1.64M | 0.13% | +703+2.0% | Added |
| Private Trust Co NA | 35,353 | $1.64M | 0.24% | +9,691+37.8% | Added |
| Sunbelt Securities, Inc. | 36,914 | $1.64M | 0.29% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 34,950 | $1.63M | 0.03% | −1,100−3.1% | Reduced |
| Spire Wealth Management | 34,825 | $1.63M | 0.04% | +3,022+9.5% | Added |
| Marotta Asset Management | 35,079 | $1.63M | 0.39% | 00.0% | Unchanged |
| AF Advisors, Inc. | 35,040 | $1.63M | 1.02% | −3,000−7.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 34,996 | $1.62M | 0.28% | −915−2.5% | Reduced |
| Assenagon Asset Management S.A. | 34,968 | $1.62M | 0.01% | +34,968 | New |
| Martin & Co Inc | 34,750 | $1.61M | 0.38% | +3,065+9.7% | Added |
| Duff & Phelps Investment Management Co | 34,640 | $1.61M | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 33,956 | $1.58M | 0.32% | −181−0.5% | Reduced |
| Citizens National Bank Trust Department | 33,840 | $1.57M | 0.45% | 00.0% | Unchanged |
| Washington Trust Co | 33,691 | $1.56M | 0.04% | −2,589−7.1% | Reduced |
| J.W. Cole Advisors, Inc. | 33,590 | $1.56M | 0.11% | −1,339−3.8% | Reduced |
| Oarsman Capital, Inc. | 33,449 | $1.55M | 0.63% | −463−1.4% | Reduced |
| Selway Asset Management | 33,400 | $1.55M | 0.85% | −4,000−10.7% | Reduced |
| Lee Financial Co | 33,184 | $1.54M | 0.32% | +459+1.4% | Added |
| Palisade Asset Management, LLC | 33,146 | $1.54M | 0.19% | −6,914−17.3% | Reduced |
| Hoey Investments, Inc | 33,068 | $1.53M | 0.48% | −657−1.9% | Reduced |
| Rothschild Investment Corp | 33,023 | $1.53M | 0.13% | −13,500−29.0% | Reduced |
| Frontier Wealth Management LLC | 32,830 | $1.52M | 0.11% | +1,294+4.1% | Added |
| Belpointe Asset Management LLC | 32,626 | $1.52M | 0.10% | +895+2.8% | Added |
| CAMG Solamere Management, LLC | 32,560 | $1.51M | 1.24% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 32,534 | $1.51M | 0.96% | +14,741+82.8% | Added |
| Grimes & Company, Inc. | 32,517 | $1.51M | 0.07% | −134−0.4% | Reduced |
| Focus Financial Network, Inc. | 32,280 | $1.50M | 0.20% | −803−2.4% | Reduced |
| AIA Group Ltd | 32,248 | $1.50M | 0.08% | +14,516+81.9% | Added |
| TriaGen Wealth Management LLC | 32,263 | $1.50M | 0.81% | +32,263 | New |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.49M | 0.49% | 00.0% | Unchanged |
| Fiera Capital Corp | 31,971 | $1.48M | 0.00% | −135−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 31,807 | $1.48M | 0.06% | −305−0.9% | Reduced |
| Tradition Wealth Management, LLC | 31,751 | $1.47M | 0.21% | +115+0.4% | Added |
| Hoylecohen, LLC | 31,717 | $1.47M | 0.14% | −627−1.9% | Reduced |
| King Luther Capital Management Corp | 31,668 | $1.47M | 0.01% | +1,636+5.4% | Added |
| 1st Source Bank | 31,627 | $1.47M | 0.09% | −110−0.3% | Reduced |
| Thomasville National Bank | 31,486 | $1.46M | 0.15% | −336−1.1% | Reduced |
| Leavell Investment Management, Inc. | 31,482 | $1.46M | 0.11% | −1,888−5.7% | Reduced |
| Sawyer & Company, Inc | 31,440 | $1.46M | 0.69% | −810−2.5% | Reduced |
| Scott & Selber, Inc. | 31,106 | $1.44M | 0.59% | −928−2.9% | Reduced |
| London Co of Virginia | 31,093 | $1.44M | 0.01% | −24,860−44.4% | Reduced |
| Banque Cantonale Vaudoise | 31,050 | $1.44M | 0.06% | +23,385+305.1% | Added |
| Independent Financial Group, LLC | 30,770 | $1.43M | 0.15% | −4,083−11.7% | Reduced |
| Roberts Wealth Advisors, LLC | 30,675 | $1.42M | 0.56% | +30,675 | New |
| Rockland Trust Co | 30,655 | $1.42M | 0.10% | −18,222−37.3% | Reduced |
| Choate Investment Advisors | 30,622 | $1.42M | 0.09% | −968−3.1% | Reduced |
| CAPROCK Group, Inc. | 30,641 | $1.42M | 0.13% | +2,522+9.0% | Added |
| Wilkinson Global Asset Management LLC | 30,600 | $1.42M | 0.09% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 30,512 | $1.42M | 0.51% | +213+0.7% | Added |
| Citadel Investment Advisory, Inc. | 30,366 | $1.41M | 0.87% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 30,295 | $1.41M | 0.07% | +2,463+8.8% | Added |
| KB Financial Partners, LLC | 30,221 | $1.40M | 0.51% | +4,224+16.2% | Added |
| Duality Advisers, LP | 30,209 | $1.40M | 0.11% | +30,209 | New |
| Marco Investment Management LLC | 29,941 | $1.39M | 0.15% | −10.0% | Reduced |
| Monarch Capital Management Inc | 29,671 | $1.38M | 0.38% | −100−0.3% | Reduced |
| Koss-Olinger Consulting, LLC | 29,645 | $1.38M | 0.22% | +723+2.5% | Added |
| Venture Visionary Partners LLC | 29,338 | $1.36M | 0.10% | +6,593+29.0% | Added |
| Peak Asset Management, LLC | 29,297 | $1.36M | 0.34% | −125−0.4% | Reduced |
| Carroll Financial Associates, Inc. | 29,302 | $1.36M | 0.08% | +1,018+3.6% | Added |
| Optimal Asset Management, Inc. | 29,214 | $1.36M | 0.17% | +52+0.2% | Added |
| Lazard Asset Management LLC | 29,217 | $1.35M | 0.00% | +3,537+13.8% | Added |