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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,882 | $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 |
|---|---|---|---|---|---|
| Holloway Wealth Management, LLC | – | $31.0K | 0.01% | – | – |
| Kelly Financial Services LLC | 687 | $32.9K | 0.02% | −497−42.0% | Reduced |
| Gemmer Asset Management LLC | 686 | $33.0K | 0.00% | −71−9.4% | Reduced |
| Activest Wealth Management | 683 | $33.0K | 0.02% | −40−5.5% | Reduced |
| Timber Creek Capital Management LLC | 700 | $33.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 685 | $33.0K | 0.00% | +258+60.4% | Added |
| Hanson & Doremus Investment Management | 703 | $34.0K | 0.01% | +1+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 712 | $34.0K | 0.02% | +3+0.4% | Added |
| Bellwether Advisors, LLC | 719 | $34.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 719 | $35.0K | 0.00% | −394−35.4% | Reduced |
| Financial Connections Group, Inc. | 741 | $35.0K | 0.03% | +741 | New |
| Alpha Paradigm Partners, LLC | 776 | $37.0K | 0.01% | −3,064−79.8% | Reduced |
| BDO Wealth Advisors, LLC | 775 | $37.0K | 0.00% | −1,300−62.7% | Reduced |
| Ford Financial Group, LLC | 775 | $37.0K | 0.01% | +775 | New |
| Western Pacific Wealth Management, LP | 789 | $37.0K | 0.02% | +789 | New |
| AlphaMark Advisors, LLC | 800 | $38.0K | 0.01% | −100−11.1% | Reduced |
| Costello Asset Management, INC | 796 | $38.0K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 800 | $38.0K | 0.00% | +800 | New |
| Canton Hathaway, LLC | 815 | $39.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 844 | $40.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 842 | $40.0K | 0.02% | +17+2.1% | Added |
| Horan Securities, Inc. | 825 | $40.0K | 0.02% | +825 | New |
| Exchange Traded Concepts, LLC | 857 | $41.0K | 0.00% | −21−2.4% | Reduced |
| Field & Main Bank | 900 | $43.0K | 0.02% | +900 | New |
| Selective Wealth Management, Inc. | 940 | $45.0K | 0.02% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 954 | $46.0K | 0.04% | +954 | New |
| Asset Dedication, LLC | 970 | $48.0K | 0.01% | −752−43.7% | Reduced |
| Westport Asset Management Inc | 1,000 | $48.0K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 1,014 | $49.0K | 0.02% | +729+255.8% | Added |
| Tevis Investment Management | 1,057 | $50.0K | 0.04% | +1,057 | New |
| Bell Investment Advisors, Inc | 1,065 | $51.0K | 0.01% | +278+35.3% | Added |
| MBM Wealth Consultants, LLC | 1,115 | $53.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,107 | $53.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,100 | $53.0K | 0.03% | +1,100 | New |
| TD Ameritrade Investment Management, LLC | 1,154 | $55.0K | 0.00% | +121+11.7% | Added |
| Quent Capital, LLC | 1,156 | $55.0K | 0.01% | +1,156 | New |
| Industrial Alliance Investment Management Inc. | 1,161 | $56.0K | 0.00% | +1,161 | New |
| Dougherty Wealth Advisers LLC | 1,189 | $57.0K | 0.08% | −123−9.4% | Reduced |
| McIlrath & Eck, LLC | 1,194 | $57.0K | 0.02% | −19−1.6% | Reduced |
| High Net Worth Advisory Group LLC | 1,185 | $57.0K | 0.02% | +1,185 | New |
| Crewe Advisors LLC | 1,200 | $58.0K | 0.01% | +1,200 | New |
| Kings Point Capital Management | 1,237 | $59.0K | 0.00% | +470+61.3% | Added |
| SJS Investment Consulting Inc. | 1,246 | $60.0K | 0.02% | +1,246 | New |
| Rise Advisors, LLC | 1,263 | $60.6K | 0.06% | +1,263 | New |
| Cranbrook Wealth Management, LLC | 1,275 | $61.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,280 | $61.0K | 0.03% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,295 | $62.0K | 0.05% | +5+0.4% | Added |
| Lumature Wealth Partners, LLC | 1,299 | $62.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,331 | $63.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,306 | $63.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,308 | $63.0K | 0.03% | +245+23.0% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,176 | $63.0K | 0.05% | +1,176 | New |
| Financial Perspectives, Inc | 1,339 | $64.2K | 0.03% | 00.0% | Unchanged |
| Family CFO Inc | 1,347 | $65.0K | 0.06% | +1,347 | New |
| CoreCap Advisors, LLC | 1,372 | $66.0K | 0.00% | +1,372 | New |
| New England Asset Management Inc | 1,400 | $67.0K | 0.00% | −157,347−99.1% | Reduced |
| Versant Capital Management, Inc | 1,390 | $67.0K | 0.02% | +58+4.4% | Added |
| Investment Research & Advisory Group, Inc. | 1,400 | $67.0K | 0.04% | +1,000+250.0% | Added |
| Smith Group Asset Management, LLC | 1,413 | $68.0K | 0.00% | −178−11.2% | Reduced |
| Pacifica Partners Inc. | 1,240 | $68.0K | 0.04% | −200−13.9% | Reduced |
| Ulland Investment Advisors, LLC | 1,435 | $69.0K | 0.04% | +1,435 | New |
| BCR Wealth Strategies, LLC | 1,483 | $71.0K | 0.07% | +1,483 | New |
| Cordasco Financial Network | 1,500 | $72.0K | 0.04% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 1,603 | $76.0K | 0.06% | +1,603 | New |
| Covestor Ltd | 1,583 | $76.0K | 0.11% | +1,583 | New |
| USA Financial Portformulas Corp | 1,649 | $79.0K | 0.07% | −19,040−92.0% | Reduced |
| Bellevue Asset Management, LLC | 1,648 | $79.0K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,669 | $80.0K | 0.04% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,664 | $80.0K | 0.05% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 1,694 | $81.0K | 0.00% | +1,694 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,700 | $82.0K | 0.04% | −820−32.5% | Reduced |
| Mascoma Wealth Management LLC | 1,722 | $83.0K | 0.03% | 00.0% | Unchanged |
| Monolith Advisors | 1,726 | $83.0K | 0.07% | +1,726 | New |
| Earnest Partners LLC | 1,761 | $84.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,756 | $84.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,766 | $85.0K | 0.06% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,781 | $85.0K | 0.01% | +1,781 | New |
| PYA Waltman Capital, LLC | 1,765 | $85.0K | 0.04% | +1,765 | New |
| Gables Capital Management Inc. | 1,800 | $86.0K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 1,799 | $86.0K | 0.00% | +146+8.8% | Added |
| Founders Capital Management | 1,813 | $87.0K | 0.06% | +110+6.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,872 | $90.0K | 0.02% | −80−4.1% | Reduced |
| Powell Investment Advisors, LLC | 1,881 | $90.0K | 0.05% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,885 | $91.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,894 | $91.0K | 0.02% | +1,200+172.9% | Added |
| Towerpoint Wealth, LLC | 29,462 | $91.0K | 0.04% | +29,462 | New |
| Laffer Tengler Investments | 1,903 | $91.3K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,947 | $93.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,988 | $95.0K | 0.06% | +472+31.1% | Added |
| Global Financial Private Client, LLC | 2,021 | $97.0K | 0.05% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,052 | $98.0K | 0.03% | −47−2.2% | Reduced |
| First Financial Corp | 2,050 | $98.0K | 0.06% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,078 | $100.0K | 0.05% | +2,078 | New |
| Sargent Bickham Lagudis LLC | 2,101 | $101.0K | 0.01% | −51−2.4% | Reduced |
| Atticus Wealth Management, LLC | 2,100 | $101.0K | 0.04% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2,214 | $106.0K | 0.03% | +10.0% | Added |
| Clearview Wealth Advisors LLC | 2,233 | $107.0K | 0.07% | −71−3.1% | Reduced |
| Archer Investment Corp | 2,291 | $109.9K | 0.04% | +166+7.8% | Added |
| West Paces Advisors Inc. | 2,327 | $111.6K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,340 | $112.0K | 0.02% | +2,340 | New |