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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 10,707 | $514.0K | 0.04% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 9,248 | $514.0K | 0.28% | −20−0.2% | Reduced |
| WealthShield Partners, LLC | 10,719 | $514.0K | 0.09% | +10,719 | New |
| Confluence Wealth Services, Inc. | 10,748 | $515.0K | 0.17% | +10,748 | New |
| Oxford Financial Group Ltd | 10,758 | $516.0K | 0.06% | +39+0.4% | Added |
| Waldron Private Wealth LLC | 10,762 | $516.0K | 0.03% | +118+1.1% | Added |
| Fairview Capital Investment Management, LLC | 10,783 | $517.0K | 0.03% | −67−0.6% | Reduced |
| Annandale Capital, LLC | 10,792 | $518.0K | 0.23% | +40.0% | Added |
| Bragg Financial Advisors, Inc | 11,183 | $519.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 10,809 | $519.0K | 0.05% | +30+0.3% | Added |
| VELA Investment Management, LLC | 10,820 | $519.0K | 0.35% | +10,820 | New |
| Jacobi Capital Management LLC | 10,840 | $520.0K | 0.06% | +317+3.0% | Added |
| Stephenson National Bank & Trust | 10,834 | $520.0K | 0.30% | +586+5.7% | Added |
| Douglas Lane & Associates, LLC | 10,877 | $522.0K | 0.01% | −1,534−12.4% | Reduced |
| Beaton Management Co. Inc. | 10,885 | $522.0K | 0.31% | −500−4.4% | Reduced |
| Contravisory Investment Management, Inc. | 10,889 | $522.0K | 0.14% | +1,195+12.3% | Added |
| Selway Asset Management | 10,900 | $523.0K | 0.25% | −22,500−67.4% | Reduced |
| Exeter Financial, LLC | 9,500 | $526.0K | 0.29% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 11,001 | $528.0K | 0.25% | −219−2.0% | Reduced |
| Terry L. Blaker | 11,000 | $528.0K | 0.04% | −67−0.6% | Reduced |
| Leisure Capital Management | 11,038 | $530.0K | 0.24% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 11,079 | $532.0K | 0.37% | −1,047−8.6% | Reduced |
| Meridian Wealth Management, LLC | 11,177 | $536.0K | 0.06% | −2,396−17.7% | Reduced |
| Vontobel Asset Management Inc | 11,261 | $540.0K | 0.00% | −208−1.8% | Reduced |
| First Nebraska Trust Co | 11,272 | $540.8K | 0.07% | −10−0.1% | Reduced |
| Financial Advocates Investment Management | 11,267 | $541.0K | 0.04% | +136+1.2% | Added |
| Radnor Capital Management, LLC | 11,274 | $541.0K | 0.13% | +11,274 | New |
| BTR Capital Management Inc | 11,291 | $542.0K | 0.06% | −1,540−12.0% | Reduced |
| Aj Wealth Strategies, LLC | 11,305 | $542.0K | 0.03% | +6+0.1% | Added |
| Foundations Investment Advisors, LLC | 9,629 | $543.0K | 0.02% | +4,716+96.0% | Added |
| Blueprint Investment Partners LLC | 11,324 | $543.3K | 0.13% | +4,308+61.4% | Added |
| MorganRosel Wealth Management, LLC | 11,348 | $544.0K | 0.26% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 11,374 | $546.0K | 0.60% | +11,374 | New |
| Obermeyer Wood Investment Counsel, LLLP | 11,429 | $548.0K | 0.03% | −266−2.3% | Reduced |
| Stelac Advisory Services LLC | 11,414 | $548.0K | 0.15% | +484+4.4% | Added |
| Fortem Financial Group, LLC | 11,463 | $550.0K | 0.25% | +2,604+29.4% | Added |
| Global Trust Asset Management, LLC | 11,478 | $551.0K | 0.22% | +927+8.8% | Added |
| Drive Wealth Management, LLC | 11,503 | $552.0K | 0.49% | +11,503 | New |
| Aull & Monroe Investment Management Corp | 11,529 | $553.0K | 0.25% | −106−0.9% | Reduced |
| Johnson Investment Counsel Inc | 11,544 | $554.0K | 0.01% | −1,641−12.4% | Reduced |
| Surevest, LLC | 11,549 | $554.0K | 0.13% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 11,555 | $554.0K | 0.05% | +4,526+64.4% | Added |
| Ipswich Investment Management Co., Inc. | 11,565 | $555.0K | 0.13% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 11,555 | $556.0K | 0.09% | +6,038+109.4% | Added |
| BBR Partners, LLC | 11,610 | $557.0K | 0.07% | −3,036−20.7% | Reduced |
| Claro Advisors LLC | 11,655 | $559.0K | 0.20% | +143+1.2% | Added |
| G&S Capital LLC | 11,671 | $560.0K | 0.28% | −621−5.1% | Reduced |
| Marietta Investment Partners LLC | 11,700 | $561.0K | 0.12% | 00.0% | Unchanged |
| Hudock, Inc. | 11,729 | $562.0K | 0.16% | −337−2.8% | Reduced |
| Edge Capital Group, LLC | 11,713 | $562.0K | 0.04% | 00.0% | Unchanged |
| Humankind Investments LLC | 11,783 | $565.0K | 0.23% | +855+7.8% | Added |
| Montecito Bank & Trust | 11,795 | $566.0K | 0.10% | −130−1.1% | Reduced |
| London & Capital Asset Management Ltd | 11,819 | $567.0K | 0.03% | +1,710+16.9% | Added |
| Pacifica Capital Investments, LLC | 11,835 | $568.0K | 0.17% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 11,850 | $569.0K | 0.16% | −154−1.3% | Reduced |
| 9258 Wealth Management, LLC | 11,873 | $570.0K | 0.13% | +1,563+15.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 11,900 | $571.0K | 0.42% | −1,000−7.8% | Reduced |
| IHT Wealth Management, LLC | 11,939 | $573.0K | 0.04% | −2,043−14.6% | Reduced |
| Cambridge Advisors Inc. | 11,962 | $574.0K | 0.13% | −99−0.8% | Reduced |
| Hanseatic Management Services Inc | 11,968 | $574.0K | 0.94% | +401+3.5% | Added |
| Pettyjohn, Wood & White, Inc | 11,987 | $575.0K | 0.12% | −850−6.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,990 | $575.0K | 0.15% | −189−1.6% | Reduced |
| Childress Capital Advisors, LLC | 12,057 | $578.0K | 0.24% | −2,718−18.4% | Reduced |
| Alpine Global Management, LLC | 12,053 | $578.0K | 0.09% | +12,053 | New |
| Hexagon Capital Partners LLC | 12,114 | $581.0K | 0.15% | −203−1.6% | Reduced |
| Total Investment Management Inc | 12,126 | $582.0K | 0.10% | +12,126 | New |
| Deuterium Capital Management, LLC | 12,180 | $584.0K | 0.86% | +12,180 | New |
| Wealth Alliance | 12,193 | $585.0K | 0.12% | +203+1.7% | Added |
| Vicus Capital | 10,498 | $587.0K | 0.06% | +3,106+42.0% | Added |
| West Branch Capital LLC | 12,250 | $588.0K | 0.25% | +697+6.0% | Added |
| Iowa State Bank | 12,286 | $589.0K | 0.14% | −1,350−9.9% | Reduced |
| Liberty Wealth Management LLC | 12,286 | $589.0K | 0.22% | −103−0.8% | Reduced |
| Caldwell Trust Co | 12,297 | $590.0K | 0.07% | 00.0% | Unchanged |
| Tobam | 12,323 | $591.0K | 0.03% | −1,833−12.9% | Reduced |
| Leuthold Group, LLC | 12,311 | $591.0K | 0.07% | +7,666+165.0% | Added |
| Financial Counselors Inc | 12,359 | $593.0K | 0.01% | −10,386−45.7% | Reduced |
| Good Life Advisors, LLC | 12,359 | $593.0K | 0.07% | −231−1.8% | Reduced |
| Axiom Financial Strategies, LLC | 12,386 | $594.0K | 0.27% | +20.0% | Added |
| Donaldson Capital Management, LLC | 12,377 | $594.0K | 0.03% | +215+1.8% | Added |
| Welch Group, LLC | 12,409 | $595.0K | 0.03% | +20.0% | Added |
| Perennial Investment Advisors, LLC | 12,425 | $597.0K | 0.19% | +5,106+69.8% | Added |
| Purus Wealth Management, LLC | 12,550 | $602.0K | 0.38% | +20.0% | Added |
| Cornerstone Wealth Management, LLC | 12,651 | $604.0K | 0.06% | +1,394+12.4% | Added |
| EverSource Wealth Advisors, LLC | 12,586 | $604.0K | 0.17% | +12,586 | New |
| Conrad Siegel Investment Advisors, Inc. | 13,103 | $608.0K | 0.53% | +13,103 | New |
| Penserra Capital Management LLC | 11,048 | $609.0K | 0.01% | +607+5.8% | Added |
| Investors Financial Group, LLC | 12,738 | $611.0K | 0.28% | +50.0% | Added |
| Weil Company, Inc. | 12,749 | $612.0K | 0.29% | +20+0.2% | Added |
| Flagship Harbor Advisors, LLC | 12,778 | $613.0K | 0.06% | +5,637+78.9% | Added |
| Mraz, Amerine & Associates, Inc. | 12,805 | $614.0K | 0.16% | −1,700−11.7% | Reduced |
| Osborne Partners Capital Management, LLC | 12,860 | $617.0K | 0.05% | +460+3.7% | Added |
| Lakeside Advisors, INC. | 12,908 | $619.0K | 0.46% | +12,908 | New |
| Americana Partners, LLC | 12,950 | $621.0K | 0.11% | +573+4.6% | Added |
| BOK Financial Private Wealth, Inc. | 12,975 | $623.0K | 0.04% | +1,800+16.1% | Added |
| Fort Sheridan Advisors LLC | 12,995 | $624.0K | 0.18% | +100+0.8% | Added |
| Gagnon Securities LLC | 13,056 | $626.0K | 0.09% | 00.0% | Unchanged |
| Alps Advisors Inc | 13,059 | $627.0K | 0.01% | −1,419,491−99.1% | Reduced |
| Well Done, LLC | 13,065 | $627.0K | 0.13% | −429−3.2% | Reduced |
| Chicago Trust Co NA | 13,090 | $628.0K | 0.13% | +1,979+17.8% | Added |
| Canandaigua National Corp | 13,125 | $630.0K | 0.09% | −937−6.7% | Reduced |