Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Wells Fargo & Company as of Dec 31, 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
2,079
+200 vs. Q3 2021
Shares held
2.82B
−72.1M (−2.5%) vs. Q3 2021
Total value
$135.1B
+$1.16B (+0.9%) vs. Q3 2021
New holders
306
681 more added
Sold out
106
807 more reduced

34 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 2,079 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,882 institutions
Value heldQ4 2021: $135.1B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,882$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2021.

Institutions holding WFC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bourgeon Capital Management LLC8$00.00%−5,100−99.8%Reduced
Retirement Group, LLC10$00.00%00.0%Unchanged
PFG Private Wealth Management, LLC5$00.00%+5New
Vectors Research Management, LLC25$1.00K0.00%−25−50.0%Reduced
Toth Financial Advisory Corp28$1.00K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC25$1.00K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.17$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC25$1.00K0.00%00.0%Unchanged
American National Bank50$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC47$2.00K0.00%00.0%Unchanged
Cribstone Capital Management, LLC33$2.00K0.00%00.0%Unchanged
Your Advocates Ltd., LLP50$2.00K0.00%+50New
St. Johns Investment Management Company, LLC53$3.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.56$3.00K0.00%+56New
Mach-1 Financial Group, Inc.68$3.00K0.00%+68New
Leverty Financial Group, LLC64$3.00K0.00%+64New
FSC Wealth Advisors, LLC68$3.00K0.00%+68New
Delta Accumulation, LLC73$4.00K0.09%+73New
Horizon Financial Services, LLC97$4.65K0.00%00.0%Unchanged
Eukles Asset Management101$5.00K0.00%−2,724−96.4%Reduced
Financial Enhancement Group LLC100$5.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC113$5.00K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC109$5.00K0.00%00.0%Unchanged
Strategic Asset Management, LLC100$5.00K0.01%00.0%Unchanged
Schubert & Co104$5.00K0.01%+104New
Masso Torrence Wealth Management Inc.100$5.00K0.00%+100New
Princeton Global Asset Management LLC133$6.00K0.00%00.0%Unchanged
Savior LLC127$6.00K0.01%00.0%Unchanged
Sumitomo Mitsui Financial Group, Inc.123$6.00K0.00%+123New
Albion Financial Group134$6.00K0.00%+134New
TAP Consulting, LLC133$6.00K0.00%+133New
Moisand Fitzgerald Tamayo, LLC150$7.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.151$7.00K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC144$7.00K0.01%+144New
Kozak & Associates, Inc.168$8.00K0.01%−199−54.2%Reduced
Central Bank & Trust Co165$8.00K0.00%00.0%Unchanged
Leelyn Smith, LLC157$8.00K0.00%+150+2,142.9%Added
Cassady Schiller Wealth Management, LLC175$8.00K0.00%+175New
Benjamin Edwards Inc197$9.00K0.00%+37+23.1%Added
Financial Management Professionals, Inc.178$9.00K0.00%+47+35.9%Added
Gleason Group, Inc.213$10.0K0.00%+1+0.5%Added
First National Bank of South Miami200$10.0K0.01%00.0%Unchanged
Charter Oak Capital Management, LLC238$11.0K0.00%00.0%Unchanged
Norwood Financial Corp225$11.0K0.02%+225New
Roble, Belko & Company, Inc220$11.0K0.00%+220New
Operose Advisors LLC234$11.0K0.01%+234New
TSFG, LLC243$12.0K0.00%00.0%Unchanged
Cedar Wealth Management, LLC250$12.0K0.00%+250New
Goodwin Investment Advisory240$12.0K0.01%+240New
Delos Wealth Advisors, LLC250$12.0K0.01%+250New
Mark Sheptoff Financial Planning, LLC276$13.0K0.01%+276New
Westside Investment Management, Inc.300$14.0K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.291$14.0K0.00%+1+0.3%Added
Cascade Investment Advisors, Inc.300$14.4K0.01%−300−50.0%Reduced
PFS Partners, LLC311$14.9K0.01%+311New
Lenox Wealth Advisors, LLC318$15.0K0.00%−1,145−78.3%Reduced
TFC Financial Management319$15.0K0.00%−166−34.2%Reduced
America First Investment Advisors, LLC341$16.0K0.00%00.0%Unchanged
Newton One Investments LLC350$17.0K0.01%−350−50.0%Reduced
Veritas Investment Management (UK) Ltd350$17.0K0.00%00.0%Unchanged
Curi Capital365$17.0K0.00%+365New
Bivin & Associates, Inc.350$17.0K0.01%+350New
Carroll Investors, Inc363$17.0K0.01%+363New
Davis Capital Partners, LLC355$17.0K0.00%00.0%Unchanged
Stephens Consulting, LLC355$17.0K0.01%+355New
Raffa Wealth Management, LLC366$17.6K0.01%+97+36.1%Added
Halpern Financial, Inc.368$17.7K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.365$18.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC372$18.0K0.00%+197+112.6%Added
William Allan, LLC372$18.0K0.01%+372New
Pittenger & Anderson Inc400$19.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC400$19.0K0.00%00.0%Unchanged
Orion Capital Management LLC400$19.0K0.01%00.0%Unchanged
Center for Financial Planning, Inc.396$19.0K0.00%+40+11.2%Added
Elmwood Wealth Management, Inc.393$19.0K0.01%+393New
Turim 21 Investimentos Ltda.412$20.0K0.01%00.0%Unchanged
Total Clarity Wealth Management, Inc.435$21.0K0.01%00.0%Unchanged
Old Second National Bank of Aurora793$24.0K0.01%00.0%Unchanged
Atlantic Trust, LLC499$24.0K0.01%−71−12.5%Reduced
Tower View Investment Management & Research LLC500$24.0K0.01%00.0%Unchanged
Rational Advisors LLC499$24.0K0.00%+277+124.8%Added
HWG Holdings LP498$24.0K0.01%+498New
Ahrens Investment Partners LLC507$24.0K0.01%+507New
RE Dickinson Investment Advisors, LLC520$25.0K0.02%+520New
Level Financial Advisors, Inc.518$25.0K0.02%+518New
Gibson Wealth Advisors LLC518$25.0K0.03%+518New
Lake Point Wealth Management536$26.0K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC534$26.0K0.02%00.0%Unchanged
Centerpoint Advisors, LLC558$27.0K0.01%00.0%Unchanged
Baystate Wealth Management LLC560$27.0K0.00%+102+22.3%Added
Coastal Capital Group, Inc.580$28.0K0.01%+3+0.5%Added
KRS Capital Management, LLC603$28.0K0.02%+603New
Motco598$29.0K0.00%00.0%Unchanged
AllSquare Wealth Management LLC600$29.0K0.02%00.0%Unchanged
Raleigh Capital Management Inc.600$29.0K0.03%+600New
GeoWealth Management, LLC621$30.0K0.00%−4−0.6%Reduced
Cedar Mountain Advisors, LLC617$30.0K0.01%00.0%Unchanged
IronBridge Private Wealth, LLC618$30.0K0.02%00.0%Unchanged
Addison Advisors LLC629$30.0K0.02%+368+141.0%Added
Cornerstone Management, Inc.636$30.5K0.01%+636New