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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Long Beach | 19,482 | $935.0K | 0.23% | −235−1.2% | Reduced |
| Principle Wealth Partners LLC | 19,470 | $934.0K | 0.10% | −1,894−8.9% | Reduced |
| Avestar Capital, LLC | 19,469 | $934.0K | 0.17% | +5,871+43.2% | Added |
| Change Path, LLC | 19,422 | $932.0K | 0.05% | +464+2.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 19,401 | $931.0K | 0.50% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 19,281 | $925.0K | 0.50% | +481+2.6% | Added |
| Prio Wealth Limited Partnership | 19,288 | $925.0K | 0.03% | +750+4.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 19,165 | $920.0K | 0.04% | −7,697−28.7% | Reduced |
| Glynn Capital Management LLC | 19,165 | $920.0K | 0.10% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 19,141 | $919.0K | 0.04% | −655−3.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,162 | $919.0K | 0.30% | −90−0.5% | Reduced |
| People's United Financial, Inc. | 19,035 | $913.0K | 0.02% | +525+2.8% | Added |
| Triad Investment Management | 19,036 | $913.0K | 0.83% | +19,036 | New |
| First Bank & Trust | 18,990 | $911.0K | 0.38% | −11−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 18,934 | $908.0K | 0.03% | +18,934 | New |
| Patriot Financial Group Insurance Agency, LLC | 18,849 | $904.0K | 0.15% | +557+3.0% | Added |
| SeaBridge Investment Advisors LLC | 18,840 | $904.0K | 0.29% | +18,840 | New |
| C2C Wealth Management, LLC | 18,791 | $902.0K | 0.13% | +18,791 | New |
| InterOcean Capital Group, LLC | 18,785 | $901.0K | 0.04% | −1,100−5.5% | Reduced |
| Foresight Wealth Management, LLC | 18,770 | $901.0K | 0.34% | +10.0% | Added |
| Trust Co | 18,573 | $891.0K | 0.21% | +8,488+84.2% | Added |
| Mutual Advisors, LLC | 18,540 | $890.0K | 0.05% | −758−3.9% | Reduced |
| Gladstone Institutional Advisory LLC | 18,482 | $887.0K | 0.07% | −5,344−22.4% | Reduced |
| Logan Capital Management Inc | 18,419 | $884.0K | 0.04% | +100+0.5% | Added |
| GHP Investment Advisors, Inc. | 18,244 | $875.0K | 0.06% | +112+0.6% | Added |
| Csenge Advisory Group | 19,239 | $874.0K | 0.08% | +5,721+42.3% | Added |
| Koshinski Asset Management, Inc. | 18,152 | $870.9K | 0.07% | +178+1.0% | Added |
| Regents of the University of California | 18,106 | $869.0K | 0.12% | 00.0% | Unchanged |
| Brookstone Capital Management | 15,831 | $867.0K | 0.02% | −14−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 14,842 | $865.0K | 0.07% | +1,082+7.9% | Added |
| Barbara Oil Co. | 18,000 | $864.0K | 0.37% | −2,000−10.0% | Reduced |
| Fisher Asset Management, LLC | 17,891 | $858.0K | 0.00% | +3,714+26.2% | Added |
| Douglass Winthrop Advisors, LLC | 17,839 | $856.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 17,828 | $855.0K | 0.06% | −373−2.0% | Reduced |
| Summit Financial Group Inc | 17,785 | $853.0K | 0.28% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 17,732 | $851.0K | 0.08% | +171+1.0% | Added |
| Econ Financial Services Corp | 17,733 | $851.0K | 0.64% | +17,733 | New |
| Zacks Investment Management | 17,734 | $850.0K | 0.01% | +7,495+73.2% | Added |
| Cladis Investment Advisory, LLC | 17,668 | $847.7K | 0.68% | +17,668 | New |
| Asahi Life Asset Management Co., Ltd. | 17,660 | $847.0K | 0.11% | +3,310+23.1% | Added |
| Pitcairn Co | 17,634 | $846.0K | 0.05% | −322−1.8% | Reduced |
| Essex Savings Bank | 17,591 | $844.0K | 0.29% | −210−1.2% | Reduced |
| Quest Capital Management Inc | 17,594 | $844.0K | 0.15% | +1,130+6.9% | Added |
| LWM Advisory Services, LLC | 17,586 | $844.0K | 1.05% | +17,586 | New |
| Rathbone Brothers plc | 17,570 | $843.0K | 0.01% | −815−4.4% | Reduced |
| Northwest Investment Counselors, LLC | 17,561 | $843.0K | 0.21% | +50.0% | Added |
| South State Corp. | 17,571 | $843.0K | 0.07% | +324+1.9% | Added |
| RMB Capital Management, LLC | 17,576 | $843.0K | 0.03% | +2,000+12.8% | Added |
| Chicago Capital, LLC | 17,544 | $842.0K | 0.03% | −300−1.7% | Reduced |
| Legacy Financial Group LLC | – | $837.0K | 0.36% | – | – |
| Convergence Investment Partners, LLC | 17,451 | $837.0K | 0.43% | −20.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 17,430 | $836.0K | 0.06% | −7,390−29.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 17,334 | $832.0K | 0.25% | +20.0% | Added |
| Legacy Capital Partners, Inc. | 17,290 | $830.0K | 0.27% | +1,115+6.9% | Added |
| Manchester Capital Management LLC | 17,237 | $827.0K | 0.11% | −712−4.0% | Reduced |
| Soltis Investment Advisors LLC | 17,185 | $825.0K | 0.12% | +19+0.1% | Added |
| Richwood Investment Advisors, LLC | 17,195 | $825.0K | 0.72% | +17,195 | New |
| Connective Portfolio Management, LLC | 17,175 | $824.0K | 1.45% | +17,175 | New |
| XML Financial, LLC | 17,149 | $823.0K | 0.10% | +490+2.9% | Added |
| Personal Capital Advisors Corp | 17,130 | $820.0K | 0.00% | −161−0.9% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 17,071 | $819.0K | 0.09% | −1,041−5.7% | Reduced |
| Archford Capital Strategies, LLC | 16,978 | $815.0K | 0.19% | +76+0.4% | Added |
| Coastal Bridge Advisors, LLC | 20,842 | $815.0K | 0.17% | +10,396+99.5% | Added |
| Western Wealth Management, LLC | 17,031 | $813.0K | 0.08% | +17,031 | New |
| Mainstay Capital Management LLC | 16,862 | $810.0K | 0.25% | +16,862 | New |
| Putnam Investments LLC | 16,852 | $809.0K | 0.00% | −650−3.7% | Reduced |
| Vident Investment Advisory, LLC | 16,834 | $808.0K | 0.02% | +962+6.1% | Added |
| Hutner Capital Management Inc | 16,739 | $803.0K | 0.47% | 00.0% | Unchanged |
| HBK Investments L P | 16,697 | $801.0K | 0.02% | +9,517+132.5% | Added |
| Murphy Pohlad Asset Management LLC | 16,690 | $800.0K | 0.31% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 16,659 | $799.0K | 0.07% | +105+0.6% | Added |
| Vista Wealth Management Group, LLC | 16,570 | $795.0K | 0.13% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 16,551 | $794.0K | 0.11% | +1,320+8.7% | Added |
| American Trust | 16,551 | $794.0K | 0.06% | +16,551 | New |
| Biondo Investment Advisors, LLC | 16,388 | $789.0K | 0.13% | 00.0% | Unchanged |
| Lantz Financial LLC | 16,447 | $789.0K | 0.36% | +2,000+13.8% | Added |
| Bristlecone Advisors, LLC | 16,428 | $788.0K | 0.09% | +441+2.8% | Added |
| Garrison Point Advisors, LLC | 16,390 | $786.0K | 0.52% | +3,000+22.4% | Added |
| CMT Capital Markets Trading GmbH | 16,350 | $784.0K | 0.23% | −60,650−78.8% | 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 |
| Keudell/Morrison Wealth Management | 16,294 | $782.0K | 0.31% | −992−5.7% | 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 |
| Prudent Man Advisors, LLC | 16,170 | $776.0K | 0.30% | −3,267−16.8% | Reduced |
| Carson Advisory Inc. | 16,112 | $773.0K | 0.78% | +16,112 | New |
| 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 |
| Gradient Investments LLC | 16,071 | $771.0K | 0.02% | +14,126+726.3% | Added |
| Kovack Advisors, Inc. | 16,052 | $770.0K | 0.07% | −3,406−17.5% | Reduced |
| 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 |
| 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 |
| YorkBridge Wealth Partners, LLC | 15,937 | $765.0K | 0.17% | +4,284+36.8% | Added |
| 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 |
| Cullinan Associates Inc | 15,815 | $759.0K | 0.04% | −24,988−61.2% | Reduced |
| DMG Group, LLC | 14,100 | $758.0K | 0.65% | +14,100 | New |