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 |
|---|---|---|---|---|---|
| Monticello Wealth Management, LLC | 8,771 | $421.0K | 0.04% | −994−10.2% | Reduced |
| E Fund Management Co., Ltd. | 8,813 | $423.0K | 0.01% | −213−2.4% | Reduced |
| River Wealth Advisors LLC | 8,823 | $423.0K | 0.07% | +6+0.1% | Added |
| Royal Fund Management, LLC | 8,854 | $424.0K | 0.06% | +26+0.3% | Added |
| Trust Co of Virginia | 8,843 | $424.0K | 0.04% | +2,055+30.3% | Added |
| Piscataqua Savings Bank | 8,841 | $425.0K | 0.33% | −100−1.1% | Reduced |
| Arbor Investment Advisors, LLC | 8,852 | $425.0K | 0.08% | +46+0.5% | Added |
| Spectrum Management Group, LLC | 8,885 | $426.0K | 0.06% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 8,869 | $426.0K | 0.08% | +13+0.1% | Added |
| Smith, Moore & Co. | 8,948 | $429.0K | 0.06% | −200−2.2% | Reduced |
| Sage Mountain Advisors LLC | 8,950 | $429.0K | 0.05% | +815+10.0% | Added |
| Trust Co of Vermont | 8,977 | $431.0K | 0.03% | −5,713−38.9% | Reduced |
| West Wealth Group, LLC | 9,007 | $432.0K | 0.16% | +9,007 | New |
| Kore Private Wealth LLC | 9,047 | $434.0K | 0.05% | −833−8.4% | Reduced |
| Camden National Bank | 9,048 | $434.0K | 0.08% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 9,054 | $434.0K | 0.27% | +9,054 | New |
| Lebenthal Global Advisors, LLC | 9,074 | $435.0K | 0.18% | +9,074 | New |
| Cim Investment Mangement Inc | 9,080 | $436.0K | 0.13% | −179−1.9% | Reduced |
| First PREMIER Bank | 9,069 | $436.0K | 0.11% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 9,078 | $436.0K | 0.00% | +1,144+14.4% | Added |
| Delta Investment Management, LLC | 9,114 | $437.0K | 0.13% | −3,850−29.7% | Reduced |
| Equitable Trust Co | 9,135 | $438.0K | 0.03% | +4,767+109.1% | Added |
| Echo Street Capital Management LLC | 9,150 | $439.0K | 0.00% | −9,326−50.5% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 9,162 | $440.0K | 0.10% | −17,832−66.1% | Reduced |
| Boston Trust Walden Corp | 9,209 | $442.0K | 0.00% | +825+9.8% | Added |
| SNS Financial Group, LLC | 9,291 | $445.0K | 0.05% | −261−2.7% | Reduced |
| Cowa, LLC | 9,300 | $446.0K | 0.22% | −264−2.8% | Reduced |
| Planning Center, Inc. | 7,981 | $446.0K | 0.36% | +7,981 | New |
| S.A. Mason LLC | 9,306 | $447.0K | 0.27% | −38−0.4% | Reduced |
| MUFG Securities EMEA plc | 9,364 | $449.0K | 0.01% | −1,014,390−99.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,381 | $450.0K | 0.22% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 9,386 | $450.0K | 0.07% | +37+0.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 9,380 | $450.0K | 0.03% | +127+1.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,393 | $451.0K | 0.13% | −215−2.2% | Reduced |
| Colonial Trust Advisors | 9,448 | $453.0K | 0.05% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 9,450 | $453.0K | 0.02% | +2,625+38.5% | Added |
| Maven Securities LTD | 9,450 | $453.0K | 0.06% | +3,924+71.0% | Added |
| Worth Venture Partners, LLC | 9,459 | $454.0K | 0.23% | −9,516−50.2% | Reduced |
| Nexus Investment Management ULC | 9,470 | $454.0K | 0.05% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 9,462 | $454.0K | 0.04% | +9,462 | New |
| IFG Advisory, LLC | 9,486 | $455.0K | 0.04% | −523−5.2% | Reduced |
| Regatta Capital Group, LLC | 9,480 | $455.0K | 0.16% | +9,480 | New |
| Wealthspire Advisors, LLC | 9,500 | $456.0K | 0.01% | −1,498−13.6% | Reduced |
| XTX Topco Ltd | 9,502 | $456.0K | 0.26% | +9,502 | New |
| Autumn Glory Partners, LLC | 9,500 | $456.0K | 0.19% | +9,500 | New |
| Bank of the West | 9,514 | $457.0K | 0.04% | −7,051−42.6% | Reduced |
| Washington Trust Advisors, Inc. | 9,517 | $457.0K | 0.03% | +9,517 | New |
| Texas Capital Bancshares Inc | 9,543 | $458.0K | 0.27% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,595 | $460.0K | 0.11% | 00.0% | Unchanged |
| Claar Advisors LLC | 9,600 | $461.0K | 0.13% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 9,638 | $462.0K | 0.02% | +849+9.7% | Added |
| Baldwin Brothers Inc | 9,700 | $465.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 9,712 | $466.0K | 0.22% | −1,998−17.1% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 9,737 | $467.0K | 0.38% | +9,737 | New |
| Red Door Wealth Management, LLC | 9,769 | $468.0K | 0.15% | −3,806−28.0% | Reduced |
| Bray Capital Advisors | 9,756 | $468.0K | 0.11% | +30.0% | Added |
| BKD Wealth Advisors, LLC | 9,750 | $468.0K | 0.02% | +953+10.8% | Added |
| Royal Capital Wealth Management, LLC | 9,786 | $470.0K | 0.46% | +9,786 | New |
| Great Valley Advisor Group, Inc. | 9,879 | $472.0K | 0.03% | −694−6.6% | Reduced |
| Intrua Financial, LLC | 9,860 | $473.0K | 0.08% | −149−1.5% | Reduced |
| Old North State Trust, LLC | 9,860 | $473.0K | 0.34% | +1,486+17.7% | Added |
| Golden State Wealth Management, LLC | 9,860 | $473.0K | 0.08% | +4,079+70.6% | Added |
| Formidable Asset Management, LLC | 9,144 | $474.0K | 0.09% | −61−0.7% | Reduced |
| All Terrain Financial Advisors, LLC | 9,890 | $475.0K | 0.20% | +2,172+28.1% | Added |
| AXS Investments LLC | 9,905 | $475.0K | 0.11% | +9,905 | New |
| Ausdal Financial Partners, Inc. | 9,953 | $478.0K | 0.06% | −785−7.3% | Reduced |
| Zuckerman Investment Group, LLC | 9,968 | $478.0K | 0.07% | −10.0% | Reduced |
| Quattro Financial Advisors LLC | 10,000 | $480.0K | 0.17% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 9,997 | $480.0K | 0.07% | −478−4.6% | Reduced |
| Platform Technology Partners | 10,010 | $480.0K | 0.21% | −75−0.7% | Reduced |
| Nokota Management, LP | 10,000 | $480.0K | 0.48% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 10,020 | $481.0K | 0.03% | −800−7.4% | Reduced |
| Jacobs & Co | 10,070 | $483.0K | 0.05% | 00.0% | Unchanged |
| Eclectic Associates Inc | 10,135 | $486.0K | 0.31% | +1,912+23.3% | Added |
| Punch & Associates Investment Management, Inc. | 10,160 | $487.0K | 0.03% | 00.0% | Unchanged |
| Advisors Management Group Inc | 10,152 | $487.0K | 0.15% | −20.0% | Reduced |
| Alliance Wealth Advisors, LLC | 10,232 | $491.0K | 0.40% | −140−1.3% | Reduced |
| Private Portfolio Partners LLC | 10,272 | $492.9K | 0.13% | +616+6.4% | Added |
| HCR Wealth Advisors | 10,271 | $493.0K | 0.08% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10,281 | $493.0K | 0.08% | +399+4.0% | Added |
| Cannell Peter B & Co Inc | 10,300 | $494.0K | 0.01% | −4,030−28.1% | Reduced |
| MKT Advisors LLC | 9,129 | $494.0K | 0.39% | +9,129 | New |
| West Family Investments, Inc. | 10,311 | $495.0K | 0.14% | −2,841−21.6% | Reduced |
| Grove Bank & Trust | 10,384 | $498.0K | 0.10% | +1,462+16.4% | Added |
| Marcum Wealth, LLC | 10,411 | $499.0K | 0.07% | −404−3.7% | Reduced |
| Basepoint Wealth LLC | 10,412 | $499.6K | 0.49% | +10,412 | New |
| First Farmers & Merchants Bank / Trust | 10,457 | $502.0K | 0.50% | +10,457 | New |
| Peak Planning Group, LLC | 10,471 | $502.4K | 0.37% | +20.0% | Added |
| Ssi Investment Management LLC | 10,487 | $503.0K | 0.03% | −30−0.3% | Reduced |
| Windsor Group LTD | 9,547 | $504.0K | 0.09% | +9,547 | New |
| David Loasby | 10,549 | $506.0K | 0.06% | +10.0% | Added |
| Anchor Investment Management, LLC | 10,565 | $506.9K | 0.06% | +235+2.3% | Added |
| Sippican Capital Advisors | 10,566 | $507.0K | 0.43% | −5,970−36.1% | Reduced |
| Keystone Financial Group | 10,581 | $508.0K | 0.08% | +23+0.2% | Added |
| Lauterbach Financial Advisors, LLC | 10,597 | $508.0K | 0.45% | +10,597 | New |
| Old West Investment Management, LLC | 10,610 | $509.0K | 0.30% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 10,610 | $509.0K | 0.14% | +1,699+19.1% | Added |
| Aspen Investment Management Inc | 10,629 | $510.0K | 0.25% | −9−0.1% | Reduced |
| Hikari Tsushin, Inc. | 10,631 | $510.0K | 0.06% | +10,631 | New |
| Titus Wealth Management | 10,676 | $512.0K | 0.23% | +1,475+16.0% | Added |