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 |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 5,643 | $271.0K | 0.04% | +2,197+63.8% | Added |
| First National Bank of Hutchinson | 5,668 | $272.0K | 0.15% | −4,000−41.4% | Reduced |
| Curated Wealth Partners LLC | 5,640 | $272.0K | 0.09% | +200+3.7% | Added |
| Stock Yards Bank & Trust Co | 5,670 | $272.0K | 0.01% | +5,670 | New |
| Sutton Wealth Advisors Inc. | 5,673 | $272.2K | 0.09% | +93+1.7% | Added |
| Patten & Patten Inc | 5,689 | $273.0K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 5,700 | $273.0K | 0.04% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 5,683 | $273.0K | 0.08% | +191+3.5% | Added |
| Bridgefront Capital, LLC | 5,717 | $274.0K | 0.27% | −1,917−25.1% | Reduced |
| L2 Asset Management, LLC | 5,762 | $276.0K | 0.19% | +5,762 | New |
| HBW Advisory Services LLC | 5,793 | $278.0K | 0.06% | +565+10.8% | Added |
| Novare Capital Management LLC | 5,795 | $278.0K | 0.03% | +5,795 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 5,802 | $278.0K | 0.09% | +5,802 | New |
| Barrett Asset Management, LLC | 5,834 | $280.0K | 0.01% | −4,836−45.3% | Reduced |
| CKW Financial Group | 5,800 | $280.0K | 0.04% | −644−10.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 5,852 | $281.0K | 0.16% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 5,858 | $281.0K | 0.03% | +80+1.4% | Added |
| Amarillo National Bank | 5,871 | $282.0K | 0.06% | −728−11.0% | Reduced |
| Ambassador Advisors, LLC | 5,932 | $285.0K | 0.05% | 00.0% | Unchanged |
| Denali Advisors LLC | 6,000 | $288.0K | 0.11% | −2,700−31.0% | Reduced |
| Heritage Way Advisors, LLC | 6,000 | $288.0K | 0.11% | +6,000 | New |
| Josh Arnold Investment Consultant, LLC | 6,000 | $288.0K | 0.26% | +6,000 | New |
| Icon Wealth Partners, LLC | 6,041 | $290.0K | 0.03% | +377+6.7% | Added |
| Kesler, Norman & Wride, LLC | 6,056 | $291.0K | 0.06% | −299−4.7% | Reduced |
| Martingale Asset Management L P | 6,083 | $292.0K | 0.00% | +280+4.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 6,104 | $293.0K | 0.18% | +17+0.3% | Added |
| Independence Bank of Kentucky | 6,115 | $293.0K | 0.12% | +120+2.0% | Added |
| Riverbridge Partners LLC | 6,100 | $293.0K | 0.00% | +6,100 | New |
| Main Street Financial Solutions, LLC | 6,126 | $294.0K | 0.04% | −784−11.3% | Reduced |
| Windsor Capital Management, LLC | 6,130 | $294.0K | 0.09% | +20.0% | Added |
| CFO4Life Group, LLC | 6,134 | $294.0K | 0.06% | +590+10.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 6,141 | $295.0K | 0.13% | −56−0.9% | Reduced |
| Calton & Associates, Inc. | 6,183 | $296.0K | 0.08% | −824−11.8% | Reduced |
| Aptus Capital Advisors, LLC | 6,161 | $296.0K | 0.01% | +91+1.5% | Added |
| Sweet Financial Partners, LLC | 6,174 | $296.0K | 0.12% | +6,174 | New |
| Glen Eagle Advisors, LLC | 6,172 | $296.1K | 0.08% | +10.0% | Added |
| City State Bank | 6,220 | $298.0K | 0.18% | +6,220 | New |
| Sky Investment Group LLC | 6,224 | $299.0K | 0.06% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 6,260 | $300.0K | 0.06% | 00.0% | Unchanged |
| Papp L Roy & Associates | 6,258 | $300.0K | 0.03% | +52+0.8% | Added |
| KMG Fiduciary Partners, LLC | 6,291 | $302.0K | 0.05% | +96+1.5% | Added |
| Snowden Capital Advisors LLC | 6,326 | $303.0K | 0.02% | −19,433−75.4% | Reduced |
| Ethic Inc. | 6,324 | $303.0K | 0.02% | +6,324 | New |
| Heritage Investment Group, Inc. | 6,332 | $304.0K | 0.24% | +6,332 | New |
| Powers Advisory Group, LLC | 6,336 | $304.0K | 0.21% | +6,336 | New |
| Phoenix Wealth Advisors | 6,362 | $305.0K | 0.23% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,365 | $305.0K | 0.04% | +335+5.6% | Added |
| Concord Wealth Partners | 6,353 | $305.0K | 0.07% | +1,200+23.3% | Added |
| Baker Boyer National Bank | 6,354 | $305.0K | 0.14% | +6,354 | New |
| Trustmark National Bank Trust Department | 6,379 | $306.0K | 0.02% | −649−9.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 6,434 | $309.0K | 0.13% | +100+1.6% | Added |
| Tempus Wealth Planning, LLC | 6,456 | $310.0K | 0.17% | −25−0.4% | Reduced |
| Bryn Mawr Trust Co | 6,495 | $311.0K | 0.01% | +1,599+32.7% | Added |
| Islay Capital Management, LLC | 6,500 | $312.0K | 0.24% | −1,000−13.3% | Reduced |
| PBMares Wealth Management LLC | 6,514 | $313.0K | 0.13% | −414−6.0% | Reduced |
| Wedge Capital Management L L P | 6,519 | $313.0K | 0.00% | −127−1.9% | Reduced |
| Acorn Wealth Advisors, LLC | 6,544 | $314.0K | 0.20% | −721−9.9% | Reduced |
| 55I, LLC | 6,533 | $314.0K | 0.01% | +1,621+33.0% | Added |
| Van Strum & Towne Inc. | 6,564 | $315.0K | 0.11% | −261−3.8% | Reduced |
| CMG Global Holdings, LLC | 6,557 | $315.0K | 0.20% | −216−3.2% | Reduced |
| Westhampton Capital, LLC | 6,590 | $316.0K | 0.19% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,601 | $317.0K | 0.02% | −9,213−58.3% | Reduced |
| Security Asset Management | 6,600 | $317.0K | 0.12% | 00.0% | Unchanged |
| Family Firm, Inc. | 6,619 | $318.0K | 0.08% | +30.0% | Added |
| Tiedemann Advisors, LLC | 6,594 | $318.0K | 0.02% | −10−0.2% | Reduced |
| CVA Family Office, LLC | 6,622 | $318.0K | 0.08% | +4,622+231.1% | Added |
| Doliver Advisors, LP | 5,659 | $319.0K | 0.10% | −10,243−64.4% | Reduced |
| LVW Advisors, LLC | 6,657 | $319.0K | 0.05% | −1,266−16.0% | Reduced |
| Wealth Effects LLC | 6,649 | $319.0K | 0.13% | +6,649 | New |
| Grandfield & Dodd, LLC | 6,692 | $320.0K | 0.02% | −150−2.2% | Reduced |
| Levin Capital Strategies, L.P. | 6,677 | $320.0K | 0.03% | 00.0% | Unchanged |
| Laraway Financial Inc | 6,670 | $320.0K | 0.29% | +6,670 | New |
| Bouchey Financial Group Ltd | 6,687 | $321.0K | 0.04% | −500−7.0% | Reduced |
| David R. Rahn & Associates Inc. | 6,687 | $321.0K | 0.14% | +27+0.4% | Added |
| Legacy Financial Advisors, Inc. | 6,697 | $321.0K | 0.07% | +86+1.3% | Added |
| Unionview, LLC | 6,726 | $323.0K | 0.30% | +6,726 | New |
| Sandy Spring Bank | 6,754 | $324.0K | 0.02% | −190−2.7% | Reduced |
| Stockman Wealth Management, Inc. | 6,746 | $324.0K | 0.07% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,743 | $324.0K | 0.05% | +520+8.4% | Added |
| First National Bank | 6,780 | $325.0K | 0.28% | +199+3.0% | Added |
| Johnson Financial Group, Inc. | 6,780 | $325.0K | 0.02% | +1,350+24.9% | Added |
| Fruth Investment Management | 6,818 | $327.0K | 0.09% | −224−3.2% | Reduced |
| Legacy Bridge, LLC | 6,817 | $327.0K | 0.17% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 6,835 | $328.0K | 0.10% | −200−2.8% | Reduced |
| Nwam LLC | 6,894 | $331.0K | 0.03% | −1,206−14.9% | Reduced |
| John W. Brooker & Co., CPAs | 6,904 | $331.0K | 0.17% | 00.0% | Unchanged |
| Krilogy Financial LLC | 6,893 | $331.0K | 0.03% | +1,253+22.2% | Added |
| Sanford Advisory Services, LLC | 6,930 | $332.0K | 0.08% | −160−2.3% | Reduced |
| Ullmann Financial Group, Inc. | 6,922 | $332.0K | 0.09% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 6,884 | $332.0K | 0.08% | +106+1.6% | Added |
| Ghe, LLC | 6,913 | $332.0K | 0.25% | +6,913 | New |
| First Pacific Financial | 6,947 | $333.0K | 0.16% | −1,615−18.9% | Reduced |
| Zullo Investment Group, Inc. | 6,947 | $333.0K | 0.17% | +6,947 | New |
| Security National Bank of So Dak | 6,952 | $334.0K | 0.22% | −500−6.7% | Reduced |
| Means Investment Co., Inc. | 6,960 | $334.0K | 0.06% | +2,109+43.5% | Added |
| Guyasuta Investment Advisors Inc | 6,987 | $335.0K | 0.02% | −171,754−96.1% | Reduced |
| Evanson Asset Management, LLC | 7,010 | $336.0K | 0.03% | −1,672−19.3% | Reduced |
| Adalta Capital Management LLC | 7,000 | $336.0K | 0.15% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,004 | $336.0K | 0.06% | +42+0.6% | Added |
| Clear Perspective Advisors, LLC | 7,022 | $337.0K | 0.10% | −130−1.8% | Reduced |