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 |
|---|---|---|---|---|---|
| Quadrant Private Wealth Management, LLC | 13,139 | $630.0K | 0.23% | +108+0.8% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 13,148 | $631.0K | 0.18% | −1,083−7.6% | Reduced |
| Madison Wealth Management | 13,212 | $634.0K | 0.13% | −153−1.1% | Reduced |
| Beach Investment Counsel Inc | 13,239 | $635.0K | 0.08% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 13,281 | $637.0K | 0.37% | −1,854−12.2% | Reduced |
| Hilltop Holdings Inc. | 13,274 | $637.0K | 0.07% | +903+7.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,370 | $641.0K | 0.13% | +2,501+23.0% | Added |
| Weatherly Asset Management L. P. | 13,372 | $642.0K | 0.07% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 13,410 | $643.0K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 13,399 | $643.0K | 0.02% | +1,616+13.7% | Added |
| Fractal Investments LLC | 13,479 | $647.0K | 0.22% | +13,479 | New |
| Wilson & Boucher Capital Management, LLC | 13,525 | $649.0K | 0.58% | +13,525 | New |
| Guardian Wealth Management, Inc. | 13,521 | $649.0K | 0.62% | +13,521 | New |
| RGT Wealth Advisors, LLC | 13,545 | $650.0K | 0.10% | −738−5.2% | Reduced |
| XR Securities LLC | 13,564 | $651.0K | 0.08% | +13,564 | New |
| JFS Wealth Advisors, LLC | 13,648 | $655.0K | 0.06% | +157+1.2% | Added |
| MV Capital Management, Inc. | 13,661 | $655.0K | 0.10% | +1,095+8.7% | Added |
| Dynamic Advisor Solutions LLC | 13,645 | $655.0K | 0.05% | +1,244+10.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 13,664 | $656.0K | 0.38% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 13,679 | $656.0K | 0.03% | +428+3.2% | Added |
| Titleist Asset Management, Ltd. | 13,683 | $656.0K | 0.13% | +13,683 | New |
| Shakespeare Wealth Management, Inc. | 13,709 | $658.0K | 0.23% | −272−1.9% | Reduced |
| FineMark National Bank & Trust | 13,747 | $660.0K | 0.03% | +357+2.7% | Added |
| Vista Private Wealth Partners. LLC | 13,056 | $660.0K | 0.25% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,790 | $662.0K | 0.04% | −110,294−88.9% | Reduced |
| Gryphon Financial Partners LLC | 13,803 | $662.0K | 0.13% | −8,640−38.5% | Reduced |
| Northwest Wealth Management, LLC | 13,807 | $662.0K | 0.31% | +4,926+55.5% | Added |
| Front Street Capital Management, Inc. | 13,821 | $663.0K | 0.12% | +75+0.5% | Added |
| Sheets Smith Wealth Management | 13,863 | $665.0K | 0.08% | +60.0% | Added |
| Osterweis Capital Management Inc | 13,896 | $666.0K | 0.03% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 13,897 | $667.0K | 0.08% | +223+1.6% | Added |
| Wedmont Private Capital | 11,912 | $667.0K | 0.21% | +11,912 | New |
| Webster Bank, N. A. | 13,913 | $668.0K | 0.07% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 14,003 | $672.0K | 0.03% | −4,450−24.1% | Reduced |
| International Assets Investment Management, LLC | 14,014 | $672.0K | 0.12% | −58,616−80.7% | Reduced |
| Boston Common Asset Management, LLC | 14,002 | $672.0K | 0.03% | +360+2.6% | Added |
| Ballentine Partners, LLC | 14,086 | $676.0K | 0.02% | +3,163+29.0% | Added |
| X-Square Capital, LLC | 14,134 | $678.0K | 0.34% | +152+1.1% | Added |
| Journey Strategic Wealth LLC | 14,179 | $680.0K | 0.07% | +14,179 | New |
| StoneX Group Inc. | 14,236 | $683.0K | 0.08% | +2,441+20.7% | Added |
| O'Neil Global Advisors, Inc. | 14,249 | $684.0K | 1.13% | +14,249 | New |
| Ascent Group, LLC | 12,774 | $686.0K | 0.09% | +12,774 | New |
| Sittner & Nelson, LLC | 14,342 | $688.0K | 0.40% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 14,360 | $689.0K | 0.22% | −194−1.3% | Reduced |
| First Midwest Bank Trust Division | 14,363 | $689.0K | 0.09% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 14,394 | $691.0K | 0.09% | −189−1.3% | Reduced |
| HBK Sorce Advisory LLC | 14,421 | $692.0K | 0.04% | +89+0.6% | Added |
| Cardiff Park Advisors, LLC | 14,435 | $693.0K | 0.09% | +14,435 | New |
| Sentry Investment Management LLC | 14,489 | $695.0K | 0.18% | −23,443−61.8% | Reduced |
| AIMZ Investment Advisors, LLC | 14,512 | $696.0K | 0.27% | −170−1.2% | Reduced |
| Waddell & Associates, LLC | 14,639 | $702.0K | 0.11% | −1,340−8.4% | Reduced |
| Monument Capital Management | 14,621 | $702.0K | 0.22% | +875+6.4% | Added |
| Citizens Financial Group Inc | 15,740 | $704.0K | 0.02% | +348+2.3% | Added |
| Alterna Wealth Management, Inc | 14,667 | $704.0K | 0.58% | +14,667 | New |
| Glenview Trust Co | 14,736 | $707.0K | 0.02% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 14,785 | $709.0K | 0.04% | −1,214−7.6% | Reduced |
| Northeast Investment Management | 14,785 | $709.0K | 0.03% | +3,500+31.0% | Added |
| Sentinel Trust Co Lba | 14,776 | $709.0K | 0.09% | +14,776 | New |
| Kathleen S. Wright Associates Inc. | 14,817 | $711.0K | 0.52% | +14,817 | New |
| Latitude Advisors, LLC | 14,873 | $714.0K | 0.20% | −1,184−7.4% | Reduced |
| RB Capital Management, LLC | 14,873 | $714.0K | 0.22% | +373+2.6% | Added |
| Woodmont Investment Counsel LLC | 14,923 | $716.0K | 0.09% | −169−1.1% | Reduced |
| Ycg, LLC | 14,967 | $718.0K | 0.06% | −505,906−97.1% | Reduced |
| Family Legacy, Inc. | 12,800 | $718.0K | 0.29% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 12,968 | $719.0K | 0.45% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 15,060 | $722.0K | 0.07% | −400−2.6% | Reduced |
| Diligent Investors, LLC | 15,098 | $724.0K | 0.20% | −289−1.9% | Reduced |
| Wintrust Investments LLC | 15,099 | $724.0K | 0.07% | +1,672+12.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 15,106 | $725.0K | 0.03% | +4,767+46.1% | Added |
| Annex Advisory Services, LLC | 15,124 | $726.0K | 0.05% | +15,124 | New |
| North Star Investment Management Corp. | 15,151 | $727.0K | 0.05% | +100+0.7% | Added |
| ARGI Investment Services, LLC | 15,271 | $733.0K | 0.02% | +1,221+8.7% | Added |
| IVC Wealth Advisors LLC | 15,302 | $734.0K | 0.47% | +70.0% | Added |
| Parsec Financial Management, Inc. | 15,409 | $739.0K | 0.03% | +1,717+12.5% | Added |
| AdvisorNet Financial, Inc | 15,461 | $742.0K | 0.05% | −1,852−10.7% | Reduced |
| Financial Advisory Corp | 15,590 | $748.0K | 0.36% | +15,590 | New |
| Element Wealth, LLC | 15,764 | $756.0K | 0.57% | −128−0.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 15,776 | $757.0K | 0.07% | −725−4.4% | Reduced |
| DMG Group, LLC | 14,100 | $758.0K | 0.65% | +14,100 | New |
| Cullinan Associates Inc | 15,815 | $759.0K | 0.04% | −24,988−61.2% | Reduced |
| Tarbox Family Office, Inc. | 15,890 | $762.0K | 0.13% | −920−5.5% | Reduced |
| Central Trust Co | 15,898 | $762.0K | 0.02% | −200−1.2% | Reduced |
| Wimmer Associates 1, LLC | 15,876 | $762.0K | 0.41% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 15,937 | $765.0K | 0.17% | +4,284+36.8% | Added |
| Brewin Dolphin Ltd | 15,962 | $766.0K | 0.03% | −113,922−87.7% | Reduced |
| Assetmark, Inc | 15,968 | $766.0K | 0.00% | +13,273+492.5% | Added |
| Altfest L J & Co Inc | 16,026 | $769.0K | 0.15% | +22+0.1% | Added |
| Pacific Center for Financial Services | 16,020 | $769.0K | 0.31% | +45+0.3% | Added |
| Kovack Advisors, Inc. | 16,052 | $770.0K | 0.07% | −3,406−17.5% | Reduced |
| Gradient Investments LLC | 16,071 | $771.0K | 0.02% | +14,126+726.3% | Added |
| JNBA Financial Advisors | 16,093 | $772.0K | 0.09% | −309−1.9% | Reduced |
| Highlander Capital Management, LLC | 16,087 | $772.0K | 0.36% | −150−0.9% | Reduced |
| Carson Advisory Inc. | 16,112 | $773.0K | 0.78% | +16,112 | New |
| Prudent Man Advisors, LLC | 16,170 | $776.0K | 0.30% | −3,267−16.8% | Reduced |
| Becker Capital Management Inc | 16,199 | $777.0K | 0.03% | +3,320+25.8% | Added |
| Sound View Wealth Advisors Group, LLC | 16,202 | $777.0K | 0.15% | +8,773+118.1% | Added |
| Keudell/Morrison Wealth Management | 16,294 | $782.0K | 0.31% | −992−5.7% | Reduced |
| North Star Asset Management Inc | 16,323 | $783.0K | 0.04% | −225−1.4% | Reduced |
| Keystone Financial Services | 16,339 | $783.0K | 0.40% | +16,339 | New |
| CMT Capital Markets Trading GmbH | 16,350 | $784.0K | 0.23% | −60,650−78.8% | Reduced |