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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 7,081 | $339.7K | 0.03% | +1,526+27.5% | Added |
| Summit Trail Advisors, LLC | 7,077 | $340.0K | 0.02% | −1,795−20.2% | Reduced |
| Lincoln Capital LLC | 7,091 | $340.0K | 0.08% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 7,114 | $341.0K | 0.05% | 00.0% | Unchanged |
| Park National Corp | 7,108 | $341.0K | 0.01% | +1,104+18.4% | Added |
| Lynch & Associates | 7,164 | $344.0K | 0.08% | −2,675−27.2% | Reduced |
| Pallas Capital Advisors LLC | 6,423 | $345.0K | 0.04% | +392+6.5% | Added |
| Chelsea Counsel Co | 7,202 | $346.0K | 0.15% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,124 | $348.0K | 0.03% | +344+4.4% | Added |
| Fox Run Management, L.L.C. | 7,248 | $348.0K | 0.21% | +7,248 | New |
| Wealth Architects, LLC | 7,270 | $349.0K | 0.06% | −588−7.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,284 | $350.0K | 0.31% | +7,284 | New |
| Roosevelt Investment Group LLC | 7,317 | $351.0K | 0.02% | +7,317 | New |
| Lombard Odier Asset Management (Switzerland) SA | 7,319 | $351.0K | 0.02% | +7,319 | New |
| M&R Capital Management Inc | 7,350 | $352.0K | 0.07% | −100−1.3% | Reduced |
| Comerica Securities,inc. | 7,361 | $353.0K | 0.02% | +788+12.0% | Added |
| Harbor Investment Advisory, LLC | 7,396 | $355.0K | 0.04% | −6,850−48.1% | Reduced |
| Security National Bank of Sioux City Iowa | 7,392 | $355.0K | 0.24% | −500−6.3% | Reduced |
| New Jersey Better Educational Savings Trust | 7,401 | $355.0K | 0.79% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 7,397 | $355.0K | 0.07% | +509+7.4% | Added |
| Intrust Bank NA | 7,440 | $357.0K | 0.04% | −3,270−30.5% | Reduced |
| Summit X, LLC | 7,403 | $357.0K | 0.08% | +665+9.9% | Added |
| US Financial Advisors, LLC | 7,461 | $358.0K | 0.16% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 7,458 | $358.0K | 0.15% | +648+9.5% | Added |
| Lake Street Financial LLC | 7,453 | $358.0K | 0.06% | +7,453 | New |
| Front Row Advisors LLC | 7,474 | $359.0K | 0.13% | +584+8.5% | Added |
| Magnolia Capital Management Ltd | 7,500 | $360.0K | 0.28% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 7,508 | $360.0K | 0.06% | +594+8.6% | Added |
| Exencial Wealth Advisors, LLC | 7,526 | $361.0K | 0.02% | +1,905+33.9% | Added |
| Founders Financial Alliance, LLC | 7,544 | $362.0K | 0.15% | +20.0% | Added |
| Ballast, Inc. | 7,557 | $362.0K | 0.14% | +7,557 | New |
| First Personal Financial Services | 7,577 | $364.0K | 0.08% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 7,589 | $364.0K | 0.07% | +3,148+70.9% | Added |
| Axxcess Wealth Management, LLC | 7,583 | $364.0K | 0.03% | +7,583 | New |
| Bridge Creek Capital Management LLC | 7,600 | $365.0K | 0.13% | −300−3.8% | Reduced |
| James Hambro & Partners | 7,629 | $366.0K | 0.02% | −337−4.2% | Reduced |
| First National Bank & Trust Co of Newtown | 7,649 | $367.0K | 0.07% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 7,667 | $367.0K | 0.27% | +7,667 | New |
| PrairieView Partners, LLC | 7,693 | $369.0K | 0.05% | −244−3.1% | Reduced |
| Arrow Financial Corp | 7,700 | $369.0K | 0.04% | −10−0.1% | Reduced |
| E&G Advisors, LP | 7,688 | $369.0K | 0.09% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 7,700 | $369.0K | 0.24% | +3,350+77.0% | Added |
| Zions Bancorporation, N.A. | 7,735 | $371.0K | 0.03% | +723+10.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $372.0K | 0.09% | 00.0% | Unchanged |
| Private Capital Group, LLC | 7,770 | $373.0K | 0.08% | −45−0.6% | Reduced |
| HYA Advisors, Inc | 7,799 | $374.0K | 0.13% | +139+1.8% | Added |
| Campion Asset Management LLC | 7,790 | $374.0K | 0.31% | +1,700+27.9% | Added |
| Valmark Advisers, Inc. | 7,801 | $374.0K | 0.01% | +1,720+28.3% | Added |
| Traphagen Investment Advisors LLC | 7,803 | $374.4K | 0.06% | −150−1.9% | Reduced |
| Minot Wealth Management LLC | 7,840 | $376.0K | 0.07% | +90+1.2% | Added |
| Avion Wealth | 7,863 | $377.0K | 0.11% | 00.0% | Unchanged |
| Cadence Bank NA | 7,876 | $378.0K | 0.10% | +84+1.1% | Added |
| Adviser Investments LLC | 7,871 | $378.0K | 0.03% | +74+0.9% | Added |
| Cedar Brook Financial Partners, LLC | 7,899 | $379.0K | 0.10% | −74−0.9% | Reduced |
| Wayfinding Financial, LLC | 7,058 | $379.0K | 0.30% | +7,058 | New |
| Lakeview Capital Partners, LLC | 7,923 | $380.0K | 0.22% | −4,946−38.4% | Reduced |
| First Citizens Financial Corp | 7,948 | $381.0K | 0.28% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 7,966 | $382.0K | 0.08% | −1,269−13.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 7,953 | $382.0K | 0.18% | +2,568+47.7% | Added |
| Lindbrook Capital, LLC | 7,989 | $383.0K | 0.06% | +4,984+165.9% | Added |
| Washington Capital Management Inc | 8,000 | $383.8K | 0.31% | 00.0% | Unchanged |
| Monetary Management Group Inc | 8,047 | $386.0K | 0.10% | −18−0.2% | Reduced |
| Plancorp, LLC | 8,036 | $386.0K | 0.02% | +323+4.2% | Added |
| BNC Wealth Management, LLC | 8,056 | $387.0K | 0.18% | +1,844+29.7% | Added |
| Cidel Asset Management Inc | 8,100 | $389.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 8,159 | $391.0K | 0.07% | −12,094−59.7% | Reduced |
| Lumbard & Kellner, LLC | 8,154 | $391.0K | 0.15% | −3,987−32.8% | Reduced |
| Sand Hill Global Advisors, LLC | 8,165 | $392.0K | 0.02% | +105+1.3% | Added |
| Tributary Capital Management, LLC | 8,200 | $393.0K | 0.03% | −300−3.5% | Reduced |
| DRW Securities, LLC | 8,234 | $395.0K | 0.03% | −5,142−38.4% | Reduced |
| Successful Portfolios LLC | 8,224 | $395.0K | 0.21% | −7−0.1% | Reduced |
| Howe & Rusling Inc | 8,256 | $396.0K | 0.05% | −1,923−18.9% | Reduced |
| Stegent Equity Advisors, Inc. | 8,296 | $396.0K | 0.32% | +8,296 | New |
| Mycio Wealth Partners, LLC | 8,283 | $397.0K | 0.13% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 8,274 | $397.0K | 0.06% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 8,296 | $398.0K | 0.40% | −698−7.8% | Reduced |
| Indiana Trust & Investment Management CO | 8,318 | $399.0K | 0.18% | −175−2.1% | Reduced |
| CX Institutional | 8,324 | $399.0K | 0.03% | +387+4.9% | Added |
| Castleview Partners, LLC | 19,239 | $401.0K | 0.00% | +19,239 | New |
| Silverlake Wealth Management LLC | 8,382 | $402.2K | 0.22% | +8,382 | New |
| Nichols & Pratt Advisers LLP | 8,400 | $403.0K | 0.03% | 00.0% | Unchanged |
| Woodstock Corp | 8,404 | $403.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 8,397 | $403.0K | 0.06% | +187+2.3% | Added |
| Crawford Investment Counsel Inc | 8,424 | $404.0K | 0.01% | −3,029−26.4% | Reduced |
| Bailard, Inc. | 8,430 | $404.0K | 0.01% | −75−0.9% | Reduced |
| Mechanics Bank Trust Department | 8,425 | $404.0K | 0.06% | 00.0% | Unchanged |
| Bollard Group LLC | 8,429 | $404.0K | 0.01% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 6,841 | $404.0K | 0.26% | +6,841 | New |
| Schulhoff & Co Inc | 8,586 | $411.0K | 0.17% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 8,579 | $412.0K | 0.11% | −764−8.2% | Reduced |
| Optas, LLC | 8,630 | $414.0K | 0.12% | −3,939−31.3% | Reduced |
| Wealthcare Advisory Partners LLC | 8,623 | $414.0K | 0.02% | +1,203+16.2% | Added |
| Iron Horse Wealth Management, LLC | 8,654 | $415.0K | 0.23% | −180−2.0% | Reduced |
| Greylin Investment Mangement Inc | 8,670 | $416.0K | 0.08% | −329−3.7% | Reduced |
| Institute for Wealth Management, LLC. | 8,662 | $416.0K | 0.07% | −95−1.1% | Reduced |
| Enterprise Financial Services Corp | 8,696 | $417.0K | 0.06% | −642−6.9% | Reduced |
| Lipe & Dalton | 8,700 | $417.0K | 0.20% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 8,704 | $418.0K | 0.08% | −1,945−18.3% | Reduced |
| PSI Advisors, LLC | 8,719 | $418.0K | 0.17% | −815−8.5% | Reduced |
| OneAscent Financial Services LLC | 8,745 | $420.0K | 0.80% | +8,745 | New |