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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 15,776 | $757.0K | 0.07% | −725−4.4% | Reduced |
| Element Wealth, LLC | 15,764 | $756.0K | 0.57% | −128−0.8% | Reduced |
| Financial Advisory Corp | 15,590 | $748.0K | 0.36% | +15,590 | New |
| AdvisorNet Financial, Inc | 15,461 | $742.0K | 0.05% | −1,852−10.7% | Reduced |
| Parsec Financial Management, Inc. | 15,409 | $739.0K | 0.03% | +1,717+12.5% | Added |
| IVC Wealth Advisors LLC | 15,302 | $734.0K | 0.47% | +70.0% | Added |
| ARGI Investment Services, LLC | 15,271 | $733.0K | 0.02% | +1,221+8.7% | Added |
| North Star Investment Management Corp. | 15,151 | $727.0K | 0.05% | +100+0.7% | Added |
| Annex Advisory Services, LLC | 15,124 | $726.0K | 0.05% | +15,124 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 15,106 | $725.0K | 0.03% | +4,767+46.1% | Added |
| 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 |
| Laird Norton Trust Company, LLC | 15,060 | $722.0K | 0.07% | −400−2.6% | Reduced |
| Providence Wealth Advisors, LLC | 12,968 | $719.0K | 0.45% | 00.0% | Unchanged |
| 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 |
| Woodmont Investment Counsel LLC | 14,923 | $716.0K | 0.09% | −169−1.1% | Reduced |
| 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 |
| Kathleen S. Wright Associates Inc. | 14,817 | $711.0K | 0.52% | +14,817 | New |
| 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 |
| Glenview Trust Co | 14,736 | $707.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| AIMZ Investment Advisors, LLC | 14,512 | $696.0K | 0.27% | −170−1.2% | Reduced |
| Sentry Investment Management LLC | 14,489 | $695.0K | 0.18% | −23,443−61.8% | Reduced |
| Cardiff Park Advisors, LLC | 14,435 | $693.0K | 0.09% | +14,435 | New |
| HBK Sorce Advisory LLC | 14,421 | $692.0K | 0.04% | +89+0.6% | Added |
| Sunflower Bank, N.A. | 14,394 | $691.0K | 0.09% | −189−1.3% | Reduced |
| 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 |
| Sittner & Nelson, LLC | 14,342 | $688.0K | 0.40% | 00.0% | Unchanged |
| Ascent Group, LLC | 12,774 | $686.0K | 0.09% | +12,774 | New |
| O'Neil Global Advisors, Inc. | 14,249 | $684.0K | 1.13% | +14,249 | New |
| StoneX Group Inc. | 14,236 | $683.0K | 0.08% | +2,441+20.7% | Added |
| Journey Strategic Wealth LLC | 14,179 | $680.0K | 0.07% | +14,179 | New |
| X-Square Capital, LLC | 14,134 | $678.0K | 0.34% | +152+1.1% | Added |
| Ballentine Partners, LLC | 14,086 | $676.0K | 0.02% | +3,163+29.0% | Added |
| 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 |
| Webster Bank, N. A. | 13,913 | $668.0K | 0.07% | 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 |
| Osterweis Capital Management Inc | 13,896 | $666.0K | 0.03% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 13,863 | $665.0K | 0.08% | +60.0% | Added |
| Front Street Capital Management, Inc. | 13,821 | $663.0K | 0.12% | +75+0.5% | Added |
| 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 |
| 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 |
| Shakespeare Wealth Management, Inc. | 13,709 | $658.0K | 0.23% | −272−1.9% | Reduced |
| 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 |
| 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 |
| XR Securities LLC | 13,564 | $651.0K | 0.08% | +13,564 | New |
| RGT Wealth Advisors, LLC | 13,545 | $650.0K | 0.10% | −738−5.2% | Reduced |
| 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 |
| Fractal Investments LLC | 13,479 | $647.0K | 0.22% | +13,479 | New |
| 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 |
| Weatherly Asset Management L. P. | 13,372 | $642.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13,370 | $641.0K | 0.13% | +2,501+23.0% | Added |
| 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 |
| Beach Investment Counsel Inc | 13,239 | $635.0K | 0.08% | 00.0% | Unchanged |
| Madison Wealth Management | 13,212 | $634.0K | 0.13% | −153−1.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 13,148 | $631.0K | 0.18% | −1,083−7.6% | Reduced |
| Canandaigua National Corp | 13,125 | $630.0K | 0.09% | −937−6.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 13,139 | $630.0K | 0.23% | +108+0.8% | Added |
| Chicago Trust Co NA | 13,090 | $628.0K | 0.13% | +1,979+17.8% | Added |
| 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 |
| Gagnon Securities LLC | 13,056 | $626.0K | 0.09% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 12,995 | $624.0K | 0.18% | +100+0.8% | Added |
| BOK Financial Private Wealth, Inc. | 12,975 | $623.0K | 0.04% | +1,800+16.1% | Added |
| Americana Partners, LLC | 12,950 | $621.0K | 0.11% | +573+4.6% | Added |
| Lakeside Advisors, INC. | 12,908 | $619.0K | 0.46% | +12,908 | New |
| Osborne Partners Capital Management, LLC | 12,860 | $617.0K | 0.05% | +460+3.7% | Added |
| Mraz, Amerine & Associates, Inc. | 12,805 | $614.0K | 0.16% | −1,700−11.7% | Reduced |
| Flagship Harbor Advisors, LLC | 12,778 | $613.0K | 0.06% | +5,637+78.9% | Added |
| Weil Company, Inc. | 12,749 | $612.0K | 0.29% | +20+0.2% | Added |
| Investors Financial Group, LLC | 12,738 | $611.0K | 0.28% | +50.0% | Added |
| Penserra Capital Management LLC | 11,048 | $609.0K | 0.01% | +607+5.8% | Added |
| Conrad Siegel Investment Advisors, Inc. | 13,103 | $608.0K | 0.53% | +13,103 | New |
| 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 |
| Purus Wealth Management, LLC | 12,550 | $602.0K | 0.38% | +20.0% | Added |
| Perennial Investment Advisors, LLC | 12,425 | $597.0K | 0.19% | +5,106+69.8% | Added |
| Welch Group, LLC | 12,409 | $595.0K | 0.03% | +20.0% | Added |
| Axiom Financial Strategies, LLC | 12,386 | $594.0K | 0.27% | +20.0% | Added |