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 |
|---|---|---|---|---|---|
| Private Portfolio Partners LLC | 10,272 | $492.9K | 0.13% | +616+6.4% | Added |
| Alliance Wealth Advisors, LLC | 10,232 | $491.0K | 0.40% | −140−1.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 10,160 | $487.0K | 0.03% | 00.0% | Unchanged |
| Advisors Management Group Inc | 10,152 | $487.0K | 0.15% | −20.0% | Reduced |
| Eclectic Associates Inc | 10,135 | $486.0K | 0.31% | +1,912+23.3% | Added |
| Jacobs & Co | 10,070 | $483.0K | 0.05% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 10,020 | $481.0K | 0.03% | −800−7.4% | Reduced |
| Quattro Financial Advisors LLC | 10,000 | $480.0K | 0.17% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 9,997 | $480.0K | 0.07% | −478−4.6% | Reduced |
| Platform Technology Partners | 10,010 | $480.0K | 0.21% | −75−0.7% | Reduced |
| Nokota Management, LP | 10,000 | $480.0K | 0.48% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 9,953 | $478.0K | 0.06% | −785−7.3% | Reduced |
| Zuckerman Investment Group, LLC | 9,968 | $478.0K | 0.07% | −10.0% | Reduced |
| All Terrain Financial Advisors, LLC | 9,890 | $475.0K | 0.20% | +2,172+28.1% | Added |
| AXS Investments LLC | 9,905 | $475.0K | 0.11% | +9,905 | New |
| Formidable Asset Management, LLC | 9,144 | $474.0K | 0.09% | −61−0.7% | Reduced |
| Intrua Financial, LLC | 9,860 | $473.0K | 0.08% | −149−1.5% | Reduced |
| Old North State Trust, LLC | 9,860 | $473.0K | 0.34% | +1,486+17.7% | Added |
| Golden State Wealth Management, LLC | 9,860 | $473.0K | 0.08% | +4,079+70.6% | Added |
| Great Valley Advisor Group, Inc. | 9,879 | $472.0K | 0.03% | −694−6.6% | Reduced |
| Royal Capital Wealth Management, LLC | 9,786 | $470.0K | 0.46% | +9,786 | New |
| Red Door Wealth Management, LLC | 9,769 | $468.0K | 0.15% | −3,806−28.0% | Reduced |
| Bray Capital Advisors | 9,756 | $468.0K | 0.11% | +30.0% | Added |
| BKD Wealth Advisors, LLC | 9,750 | $468.0K | 0.02% | +953+10.8% | Added |
| Vahanian & Associates Financial Planning Inc. | 9,737 | $467.0K | 0.38% | +9,737 | New |
| State of Wyoming | 9,712 | $466.0K | 0.22% | −1,998−17.1% | Reduced |
| Baldwin Brothers Inc | 9,700 | $465.0K | 0.05% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 9,638 | $462.0K | 0.02% | +849+9.7% | Added |
| Claar Advisors LLC | 9,600 | $461.0K | 0.13% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,595 | $460.0K | 0.11% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 9,543 | $458.0K | 0.27% | 00.0% | Unchanged |
| Bank of the West | 9,514 | $457.0K | 0.04% | −7,051−42.6% | Reduced |
| Washington Trust Advisors, Inc. | 9,517 | $457.0K | 0.03% | +9,517 | New |
| Wealthspire Advisors, LLC | 9,500 | $456.0K | 0.01% | −1,498−13.6% | Reduced |
| XTX Topco Ltd | 9,502 | $456.0K | 0.26% | +9,502 | New |
| Autumn Glory Partners, LLC | 9,500 | $456.0K | 0.19% | +9,500 | New |
| IFG Advisory, LLC | 9,486 | $455.0K | 0.04% | −523−5.2% | Reduced |
| Regatta Capital Group, LLC | 9,480 | $455.0K | 0.16% | +9,480 | New |
| Worth Venture Partners, LLC | 9,459 | $454.0K | 0.23% | −9,516−50.2% | Reduced |
| Nexus Investment Management ULC | 9,470 | $454.0K | 0.05% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 9,462 | $454.0K | 0.04% | +9,462 | New |
| Colonial Trust Advisors | 9,448 | $453.0K | 0.05% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 9,450 | $453.0K | 0.02% | +2,625+38.5% | Added |
| Maven Securities LTD | 9,450 | $453.0K | 0.06% | +3,924+71.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,393 | $451.0K | 0.13% | −215−2.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,381 | $450.0K | 0.22% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 9,386 | $450.0K | 0.07% | +37+0.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 9,380 | $450.0K | 0.03% | +127+1.4% | Added |
| MUFG Securities EMEA plc | 9,364 | $449.0K | 0.01% | −1,014,390−99.1% | Reduced |
| S.A. Mason LLC | 9,306 | $447.0K | 0.27% | −38−0.4% | Reduced |
| Cowa, LLC | 9,300 | $446.0K | 0.22% | −264−2.8% | Reduced |
| Planning Center, Inc. | 7,981 | $446.0K | 0.36% | +7,981 | New |
| SNS Financial Group, LLC | 9,291 | $445.0K | 0.05% | −261−2.7% | Reduced |
| Boston Trust Walden Corp | 9,209 | $442.0K | 0.00% | +825+9.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 9,162 | $440.0K | 0.10% | −17,832−66.1% | Reduced |
| Echo Street Capital Management LLC | 9,150 | $439.0K | 0.00% | −9,326−50.5% | Reduced |
| Equitable Trust Co | 9,135 | $438.0K | 0.03% | +4,767+109.1% | Added |
| Delta Investment Management, LLC | 9,114 | $437.0K | 0.13% | −3,850−29.7% | Reduced |
| Cim Investment Mangement Inc | 9,080 | $436.0K | 0.13% | −179−1.9% | Reduced |
| First PREMIER Bank | 9,069 | $436.0K | 0.11% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 9,078 | $436.0K | 0.00% | +1,144+14.4% | Added |
| Lebenthal Global Advisors, LLC | 9,074 | $435.0K | 0.18% | +9,074 | New |
| Kore Private Wealth LLC | 9,047 | $434.0K | 0.05% | −833−8.4% | Reduced |
| Camden National Bank | 9,048 | $434.0K | 0.08% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 9,054 | $434.0K | 0.27% | +9,054 | New |
| West Wealth Group, LLC | 9,007 | $432.0K | 0.16% | +9,007 | New |
| Trust Co of Vermont | 8,977 | $431.0K | 0.03% | −5,713−38.9% | Reduced |
| Smith, Moore & Co. | 8,948 | $429.0K | 0.06% | −200−2.2% | Reduced |
| Sage Mountain Advisors LLC | 8,950 | $429.0K | 0.05% | +815+10.0% | Added |
| Spectrum Management Group, LLC | 8,885 | $426.0K | 0.06% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 8,869 | $426.0K | 0.08% | +13+0.1% | Added |
| Piscataqua Savings Bank | 8,841 | $425.0K | 0.33% | −100−1.1% | Reduced |
| Arbor Investment Advisors, LLC | 8,852 | $425.0K | 0.08% | +46+0.5% | Added |
| Royal Fund Management, LLC | 8,854 | $424.0K | 0.06% | +26+0.3% | Added |
| Trust Co of Virginia | 8,843 | $424.0K | 0.04% | +2,055+30.3% | Added |
| E Fund Management Co., Ltd. | 8,813 | $423.0K | 0.01% | −213−2.4% | Reduced |
| River Wealth Advisors LLC | 8,823 | $423.0K | 0.07% | +6+0.1% | Added |
| Monticello Wealth Management, LLC | 8,771 | $421.0K | 0.04% | −994−10.2% | Reduced |
| OneAscent Financial Services LLC | 8,745 | $420.0K | 0.80% | +8,745 | New |
| Biltmore Family Office, LLC | 8,704 | $418.0K | 0.08% | −1,945−18.3% | Reduced |
| PSI Advisors, LLC | 8,719 | $418.0K | 0.17% | −815−8.5% | Reduced |
| Enterprise Financial Services Corp | 8,696 | $417.0K | 0.06% | −642−6.9% | Reduced |
| Lipe & Dalton | 8,700 | $417.0K | 0.20% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 8,670 | $416.0K | 0.08% | −329−3.7% | Reduced |
| Institute for Wealth Management, LLC. | 8,662 | $416.0K | 0.07% | −95−1.1% | Reduced |
| Iron Horse Wealth Management, LLC | 8,654 | $415.0K | 0.23% | −180−2.0% | Reduced |
| Optas, LLC | 8,630 | $414.0K | 0.12% | −3,939−31.3% | Reduced |
| Wealthcare Advisory Partners LLC | 8,623 | $414.0K | 0.02% | +1,203+16.2% | Added |
| Court Place Advisors, LLC | 8,579 | $412.0K | 0.11% | −764−8.2% | Reduced |
| Schulhoff & Co Inc | 8,586 | $411.0K | 0.17% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,424 | $404.0K | 0.01% | −3,029−26.4% | Reduced |
| Bailard, Inc. | 8,430 | $404.0K | 0.01% | −75−0.9% | Reduced |
| Mechanics Bank Trust Department | 8,425 | $404.0K | 0.06% | 00.0% | Unchanged |
| Bollard Group LLC | 8,429 | $404.0K | 0.01% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 6,841 | $404.0K | 0.26% | +6,841 | New |
| Nichols & Pratt Advisers LLP | 8,400 | $403.0K | 0.03% | 00.0% | Unchanged |
| Woodstock Corp | 8,404 | $403.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 8,397 | $403.0K | 0.06% | +187+2.3% | Added |
| Silverlake Wealth Management LLC | 8,382 | $402.2K | 0.22% | +8,382 | New |
| Castleview Partners, LLC | 19,239 | $401.0K | 0.00% | +19,239 | New |