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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 53,649 | $1.62M | 0.04% | +41,776+351.9% | Added |
| Coldstream Capital Management Inc | 33,866 | $1.63M | 0.05% | +15,190+81.3% | Added |
| Roberts Wealth Advisors, LLC | 32,085 | $1.63M | 0.59% | +1,410+4.6% | Added |
| London Co of Virginia | 33,990 | $1.63M | 0.01% | +2,897+9.3% | Added |
| Avidian Wealth Solutions, LLC | 34,020 | $1.63M | 0.10% | −1,349−3.8% | Reduced |
| Independent Financial Group, LLC | 34,099 | $1.64M | 0.14% | +3,329+10.8% | Added |
| Assenagon Asset Management S.A. | 34,511 | $1.66M | 0.01% | −457−1.3% | Reduced |
| Duff & Phelps Investment Management Co | 34,640 | $1.66M | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 34,633 | $1.66M | 0.08% | +22,748+191.4% | Added |
| AF Advisors, Inc. | 35,040 | $1.68M | 0.97% | 00.0% | Unchanged |
| United Fire Group Inc | 35,086 | $1.68M | 0.79% | −30,000−46.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 35,188 | $1.69M | 0.23% | −32,275−47.8% | Reduced |
| Brinker Capital Investments, LLC | 35,328 | $1.70M | 0.02% | +24,121+215.2% | Added |
| Carret Asset Management, LLC | 35,435 | $1.70M | 0.19% | −230−0.6% | Reduced |
| Trinity Financial Advisors LLC | 35,738 | $1.72M | 1.01% | −1,280−3.5% | Reduced |
| Bennett Selby Investments LP | 35,764 | $1.72M | 0.99% | 00.0% | Unchanged |
| Marotta Asset Management | 35,829 | $1.72M | 0.39% | +750+2.1% | Added |
| American Money Management, LLC | 36,111 | $1.73M | 0.45% | +749+2.1% | Added |
| Occidental Asset Management, LLC | 36,404 | $1.75M | 0.42% | +1,033+2.9% | Added |
| AlphaStar Capital Management, LLC | 30,240 | $1.76M | 0.14% | +16,176+115.0% | Added |
| NorthRock Partners, LLC | 36,643 | $1.76M | 0.13% | −8,895−19.5% | Reduced |
| Sunbelt Securities, Inc. | 29,965 | $1.76M | 0.29% | −6,949−18.8% | Reduced |
| Auxier Asset Management | 36,837 | $1.77M | 0.27% | −40.0% | Reduced |
| Sepio Capital, LP | 36,900 | $1.77M | 0.13% | −2,025−5.2% | Reduced |
| AMG National Trust Bank | 36,957 | $1.77M | 0.05% | +39+0.1% | Added |
| Smith Shellnut Wilson LLC | 37,053 | $1.78M | 0.88% | +1,000+2.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 37,086 | $1.78M | 0.98% | +1,019+2.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 37,103 | $1.78M | 0.02% | −2,517−6.4% | Reduced |
| Ancora Advisors, LLC | 37,160 | $1.78M | 0.04% | −325−0.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,153 | $1.78M | 0.31% | +100+0.3% | Added |
| Yarbrough Capital, LLC | 37,485 | $1.80M | 0.10% | +37,485 | New |
| Vestmark Advisory Solutions, Inc. | 37,599 | $1.80M | 0.10% | +1,821+5.1% | Added |
| CPWM, LLC | 39,242 | $1.82M | 0.14% | +39,242 | New |
| Trust Co of Toledo NA | 38,060 | $1.83M | 0.27% | −504−1.3% | Reduced |
| Hedges Asset Management LLC | 38,100 | $1.83M | 1.42% | +38,100 | New |
| Miller Investment Management, LP | 38,182 | $1.83M | 0.26% | 00.0% | Unchanged |
| Empowered Funds, LLC | 38,174 | $1.83M | 0.21% | +38,174 | New |
| Brooks, Moore & Associates, Inc. | 38,445 | $1.84M | 1.08% | 00.0% | Unchanged |
| Bowling Portfolio Management LLC | 38,789 | $1.86M | 0.39% | −46−0.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 38,843 | $1.86M | 0.11% | −1,400−3.5% | Reduced |
| Meristem Family Wealth, LLC | 39,005 | $1.87M | 0.16% | +37+0.1% | Added |
| 44 Wealth Management LLC | 39,042 | $1.87M | 0.65% | −1,497−3.7% | Reduced |
| Forum Financial Management, LP | 39,116 | $1.88M | 0.10% | +39,116 | New |
| Meiji Yasuda Life Insurance Co | 39,169 | $1.88M | 0.03% | −9,138−18.9% | Reduced |
| Heartland Advisors Inc | 39,312 | $1.89M | 0.11% | +10,226+35.2% | Added |
| Columbus Macro, LLC | 39,370 | $1.89M | 0.63% | −5,214−11.7% | Reduced |
| Diversified Trust Co | 39,449 | $1.89M | 0.06% | +277+0.7% | Added |
| PFS Investments Inc. | 39,503 | $1.90M | 0.04% | +2,849+7.8% | Added |
| Neville Rodie & Shaw Inc | 39,604 | $1.90M | 0.13% | 00.0% | Unchanged |
| One Capital Management, LLC | 39,647 | $1.90M | 0.14% | −783−1.9% | Reduced |
| Metis Global Partners, LLC | 39,910 | $1.92M | 0.53% | +39,910 | New |
| Strategic Wealth Advisors Group, LLC | 38,880 | $1.92M | 0.09% | −2,463−6.0% | Reduced |
| Anson Funds Management LP | 40,000 | $1.92M | 0.26% | +40,000 | New |
| Tokio Marine Asset Management Co Ltd | 40,167 | $1.93M | 0.15% | +2,347+6.2% | Added |
| Enterprise Trust & Investment Co | 40,175 | $1.93M | 0.67% | −600−1.5% | Reduced |
| Everett Harris & Co | 40,286 | $1.93M | 0.03% | −925−2.2% | Reduced |
| Spears Abacus Advisors LLC | 40,380 | $1.94M | 0.13% | −28−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 40,722 | $1.95M | 0.07% | −5,083−11.1% | Reduced |
| Orion Portfolio Solutions, LLC | 40,754 | $1.96M | 0.07% | +101+0.2% | Added |
| United Asset Strategies, Inc. | 40,917 | $1.96M | 0.23% | −1,327−3.1% | Reduced |
| Hollow Brook Wealth Management LLC | 40,924 | $1.96M | 1.01% | +1,995+5.1% | Added |
| JT Stratford LLC | 41,009 | $1.97M | 0.54% | +898+2.2% | Added |
| Meridian Wealth Partners, LLC | 41,051 | $1.97M | 0.39% | −95−0.2% | Reduced |
| Cohen Investment Advisors LLC | 41,358 | $1.98M | 1.41% | +780+1.9% | Added |
| Northwest Capital Management Inc | 35,222 | $1.98M | 0.94% | −938−2.6% | Reduced |
| Cypress Wealth Services, LLC | 41,788 | $2.00M | 0.55% | −5,421−11.5% | Reduced |
| Trust Asset Management LLC | 41,814 | $2.01M | 0.25% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 41,976 | $2.01M | 0.24% | −280−0.7% | Reduced |
| Lincoln National Corp | 42,018 | $2.02M | 0.04% | +3,902+10.2% | Added |
| Moody Aldrich Partners LLC | 42,069 | $2.02M | 0.28% | −12,113−22.4% | Reduced |
| 6 Meridian | 42,055 | $2.02M | 0.15% | −482−1.1% | Reduced |
| Evercore Wealth Management, LLC | 42,284 | $2.03M | 0.03% | −1,938−4.4% | Reduced |
| Oldfather Financial Services, LLC | 34,887 | $2.03M | 1.06% | +105+0.3% | Added |
| NBT Bank N A | 42,289 | $2.03M | 0.26% | −1,365−3.1% | Reduced |
| CenterStar Asset Management, LLC | – | $2.03M | 1.55% | – | – |
| Sterling Investment Management, Inc. | 42,378 | $2.03M | 1.27% | −623−1.4% | Reduced |
| Gs Investments, Inc. | 42,400 | $2.03M | 0.98% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 42,505 | $2.04M | 0.15% | +45+0.1% | Added |
| Triangle Securities Wealth Management | 43,292 | $2.08M | 0.65% | +720+1.7% | Added |
| Cornerstone Investment Partners, LLC | 43,873 | $2.10M | 0.12% | −962−2.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 43,883 | $2.10M | 0.16% | +18,919+75.8% | Added |
| Lockheed Martin Investment Management Co | 44,000 | $2.11M | 0.11% | −45,490−50.8% | Reduced |
| SkyView Investment Advisors, LLC | 29,888 | $2.12M | 0.48% | −23,329−43.8% | Reduced |
| Greenleaf Trust | 44,247 | $2.12M | 0.02% | +5,512+14.2% | Added |
| Rocky Mountain Advisers, LLC | 44,325 | $2.13M | 2.42% | −400−0.9% | Reduced |
| Eqis Capital Management, Inc. | 44,456 | $2.13M | 0.16% | +43+0.1% | Added |
| CSS LLC | 44,730 | $2.15M | 0.10% | +44,730 | New |
| Winning Points Advisors, LLC | 45,470 | $2.15M | 1.57% | −12,036−20.9% | Reduced |
| Mark Stevens | 44,936 | $2.16M | 0.23% | 00.0% | Unchanged |
| Stevens Capital Management LP | 44,990 | $2.16M | 0.50% | +44,990 | New |
| Sumitomo Life Insurance Co | 45,272 | $2.17M | 0.05% | −1,448−3.1% | Reduced |
| Round Hill Asset Management | 45,372 | $2.18M | 1.09% | −395−0.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 45,462 | $2.18M | 0.23% | −1,217−2.6% | Reduced |
| Pavion Blue Capital, LLC | 45,516 | $2.18M | 1.27% | −570−1.2% | Reduced |
| Conning Inc. | 45,716 | $2.19M | 0.06% | −324−0.7% | Reduced |
| Altrafin AG | 45,821 | $2.20M | 0.79% | +45,821 | New |
| White Pine Capital LLC | 45,951 | $2.21M | 0.65% | +882+2.0% | Added |
| Union Heritage Capital, LLC | 45,970 | $2.21M | 1.03% | 00.0% | Unchanged |
| Allworth Financial LP | 46,138 | $2.21M | 0.03% | +2,163+4.9% | Added |
| KG&L Capital Management,LLC | 46,361 | $2.22M | 0.90% | −2,129−4.4% | Reduced |