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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 12,377 | $594.0K | 0.03% | +215+1.8% | 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 |
| 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 |
| Caldwell Trust Co | 12,297 | $590.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| West Branch Capital LLC | 12,250 | $588.0K | 0.25% | +697+6.0% | Added |
| Vicus Capital | 10,498 | $587.0K | 0.06% | +3,106+42.0% | Added |
| Wealth Alliance | 12,193 | $585.0K | 0.12% | +203+1.7% | Added |
| Deuterium Capital Management, LLC | 12,180 | $584.0K | 0.86% | +12,180 | New |
| Total Investment Management Inc | 12,126 | $582.0K | 0.10% | +12,126 | New |
| Hexagon Capital Partners LLC | 12,114 | $581.0K | 0.15% | −203−1.6% | 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 |
| 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 |
| 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 |
| IHT Wealth Management, LLC | 11,939 | $573.0K | 0.04% | −2,043−14.6% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 11,900 | $571.0K | 0.42% | −1,000−7.8% | Reduced |
| 9258 Wealth Management, LLC | 11,873 | $570.0K | 0.13% | +1,563+15.2% | Added |
| Summit Asset Management, LLC | 11,850 | $569.0K | 0.16% | −154−1.3% | Reduced |
| Pacifica Capital Investments, LLC | 11,835 | $568.0K | 0.17% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 11,819 | $567.0K | 0.03% | +1,710+16.9% | Added |
| Montecito Bank & Trust | 11,795 | $566.0K | 0.10% | −130−1.1% | Reduced |
| Humankind Investments LLC | 11,783 | $565.0K | 0.23% | +855+7.8% | Added |
| 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 |
| Marietta Investment Partners LLC | 11,700 | $561.0K | 0.12% | 00.0% | Unchanged |
| G&S Capital LLC | 11,671 | $560.0K | 0.28% | −621−5.1% | Reduced |
| Claro Advisors LLC | 11,655 | $559.0K | 0.20% | +143+1.2% | Added |
| BBR Partners, LLC | 11,610 | $557.0K | 0.07% | −3,036−20.7% | Reduced |
| Harvest Fund Management Co., Ltd | 11,555 | $556.0K | 0.09% | +6,038+109.4% | Added |
| Ipswich Investment Management Co., Inc. | 11,565 | $555.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Aull & Monroe Investment Management Corp | 11,529 | $553.0K | 0.25% | −106−0.9% | Reduced |
| Drive Wealth Management, LLC | 11,503 | $552.0K | 0.49% | +11,503 | New |
| Global Trust Asset Management, LLC | 11,478 | $551.0K | 0.22% | +927+8.8% | Added |
| Fortem Financial Group, LLC | 11,463 | $550.0K | 0.25% | +2,604+29.4% | Added |
| 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 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 11,374 | $546.0K | 0.60% | +11,374 | New |
| MorganRosel Wealth Management, LLC | 11,348 | $544.0K | 0.26% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 11,324 | $543.3K | 0.13% | +4,308+61.4% | Added |
| Foundations Investment Advisors, LLC | 9,629 | $543.0K | 0.02% | +4,716+96.0% | Added |
| 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 |
| 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 |
| First Nebraska Trust Co | 11,272 | $540.8K | 0.07% | −10−0.1% | Reduced |
| Vontobel Asset Management Inc | 11,261 | $540.0K | 0.00% | −208−1.8% | Reduced |
| Meridian Wealth Management, LLC | 11,177 | $536.0K | 0.06% | −2,396−17.7% | Reduced |
| McCarthy Asset Management, Inc. | 11,079 | $532.0K | 0.37% | −1,047−8.6% | Reduced |
| Leisure Capital Management | 11,038 | $530.0K | 0.24% | 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 |
| Exeter Financial, LLC | 9,500 | $526.0K | 0.29% | 00.0% | Unchanged |
| Selway Asset Management | 10,900 | $523.0K | 0.25% | −22,500−67.4% | Reduced |
| 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 |
| 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 |
| 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 |
| Annandale Capital, LLC | 10,792 | $518.0K | 0.23% | +40.0% | Added |
| Fairview Capital Investment Management, LLC | 10,783 | $517.0K | 0.03% | −67−0.6% | Reduced |
| 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 |
| Confluence Wealth Services, Inc. | 10,748 | $515.0K | 0.17% | +10,748 | New |
| 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 |
| Titus Wealth Management | 10,676 | $512.0K | 0.23% | +1,475+16.0% | 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 |
| 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 |
| 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 |
| Sippican Capital Advisors | 10,566 | $507.0K | 0.43% | −5,970−36.1% | Reduced |
| Anchor Investment Management, LLC | 10,565 | $506.9K | 0.06% | +235+2.3% | Added |
| David Loasby | 10,549 | $506.0K | 0.06% | +10.0% | Added |
| Windsor Group LTD | 9,547 | $504.0K | 0.09% | +9,547 | New |
| Ssi Investment Management LLC | 10,487 | $503.0K | 0.03% | −30−0.3% | Reduced |
| Peak Planning Group, LLC | 10,471 | $502.4K | 0.37% | +20.0% | Added |
| First Farmers & Merchants Bank / Trust | 10,457 | $502.0K | 0.50% | +10,457 | New |
| Basepoint Wealth LLC | 10,412 | $499.6K | 0.49% | +10,412 | New |
| Marcum Wealth, LLC | 10,411 | $499.0K | 0.07% | −404−3.7% | Reduced |
| Grove Bank & Trust | 10,384 | $498.0K | 0.10% | +1,462+16.4% | Added |
| West Family Investments, Inc. | 10,311 | $495.0K | 0.14% | −2,841−21.6% | Reduced |
| 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 |
| 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 |