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 |
|---|---|---|---|---|---|
| Indiana Trust & Investment Management CO | 8,318 | $399.0K | 0.18% | −175−2.1% | Reduced |
| CX Institutional | 8,324 | $399.0K | 0.03% | +387+4.9% | Added |
| Pin Oak Investment Advisors Inc | 8,296 | $398.0K | 0.40% | −698−7.8% | Reduced |
| Mycio Wealth Partners, LLC | 8,283 | $397.0K | 0.13% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 8,274 | $397.0K | 0.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 8,256 | $396.0K | 0.05% | −1,923−18.9% | Reduced |
| Stegent Equity Advisors, Inc. | 8,296 | $396.0K | 0.32% | +8,296 | New |
| DRW Securities, LLC | 8,234 | $395.0K | 0.03% | −5,142−38.4% | Reduced |
| Successful Portfolios LLC | 8,224 | $395.0K | 0.21% | −7−0.1% | Reduced |
| Tributary Capital Management, LLC | 8,200 | $393.0K | 0.03% | −300−3.5% | Reduced |
| Sand Hill Global Advisors, LLC | 8,165 | $392.0K | 0.02% | +105+1.3% | Added |
| Duncker Streett & Co Inc | 8,159 | $391.0K | 0.07% | −12,094−59.7% | Reduced |
| Lumbard & Kellner, LLC | 8,154 | $391.0K | 0.15% | −3,987−32.8% | Reduced |
| Cidel Asset Management Inc | 8,100 | $389.0K | 0.01% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 8,056 | $387.0K | 0.18% | +1,844+29.7% | Added |
| Monetary Management Group Inc | 8,047 | $386.0K | 0.10% | −18−0.2% | Reduced |
| Plancorp, LLC | 8,036 | $386.0K | 0.02% | +323+4.2% | Added |
| Washington Capital Management Inc | 8,000 | $383.8K | 0.31% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7,989 | $383.0K | 0.06% | +4,984+165.9% | Added |
| Mission Creek Capital Partners, Inc. | 7,966 | $382.0K | 0.08% | −1,269−13.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 7,953 | $382.0K | 0.18% | +2,568+47.7% | Added |
| First Citizens Financial Corp | 7,948 | $381.0K | 0.28% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 7,923 | $380.0K | 0.22% | −4,946−38.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 7,899 | $379.0K | 0.10% | −74−0.9% | Reduced |
| Wayfinding Financial, LLC | 7,058 | $379.0K | 0.30% | +7,058 | New |
| Cadence Bank NA | 7,876 | $378.0K | 0.10% | +84+1.1% | Added |
| Adviser Investments LLC | 7,871 | $378.0K | 0.03% | +74+0.9% | Added |
| Avion Wealth | 7,863 | $377.0K | 0.11% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 7,840 | $376.0K | 0.07% | +90+1.2% | Added |
| Traphagen Investment Advisors LLC | 7,803 | $374.4K | 0.06% | −150−1.9% | Reduced |
| HYA Advisors, Inc | 7,799 | $374.0K | 0.13% | +139+1.8% | Added |
| Campion Asset Management LLC | 7,790 | $374.0K | 0.31% | +1,700+27.9% | Added |
| Valmark Advisers, Inc. | 7,801 | $374.0K | 0.01% | +1,720+28.3% | Added |
| Private Capital Group, LLC | 7,770 | $373.0K | 0.08% | −45−0.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $372.0K | 0.09% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7,735 | $371.0K | 0.03% | +723+10.3% | Added |
| PrairieView Partners, LLC | 7,693 | $369.0K | 0.05% | −244−3.1% | Reduced |
| Arrow Financial Corp | 7,700 | $369.0K | 0.04% | −10−0.1% | Reduced |
| E&G Advisors, LP | 7,688 | $369.0K | 0.09% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 7,700 | $369.0K | 0.24% | +3,350+77.0% | Added |
| First National Bank & Trust Co of Newtown | 7,649 | $367.0K | 0.07% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 7,667 | $367.0K | 0.27% | +7,667 | New |
| James Hambro & Partners | 7,629 | $366.0K | 0.02% | −337−4.2% | Reduced |
| Bridge Creek Capital Management LLC | 7,600 | $365.0K | 0.13% | −300−3.8% | Reduced |
| First Personal Financial Services | 7,577 | $364.0K | 0.08% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 7,589 | $364.0K | 0.07% | +3,148+70.9% | Added |
| Axxcess Wealth Management, LLC | 7,583 | $364.0K | 0.03% | +7,583 | New |
| Founders Financial Alliance, LLC | 7,544 | $362.0K | 0.15% | +20.0% | Added |
| Ballast, Inc. | 7,557 | $362.0K | 0.14% | +7,557 | New |
| Exencial Wealth Advisors, LLC | 7,526 | $361.0K | 0.02% | +1,905+33.9% | Added |
| Magnolia Capital Management Ltd | 7,500 | $360.0K | 0.28% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 7,508 | $360.0K | 0.06% | +594+8.6% | Added |
| Front Row Advisors LLC | 7,474 | $359.0K | 0.13% | +584+8.5% | Added |
| US Financial Advisors, LLC | 7,461 | $358.0K | 0.16% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 7,458 | $358.0K | 0.15% | +648+9.5% | Added |
| Lake Street Financial LLC | 7,453 | $358.0K | 0.06% | +7,453 | New |
| Intrust Bank NA | 7,440 | $357.0K | 0.04% | −3,270−30.5% | Reduced |
| Summit X, LLC | 7,403 | $357.0K | 0.08% | +665+9.9% | Added |
| Harbor Investment Advisory, LLC | 7,396 | $355.0K | 0.04% | −6,850−48.1% | Reduced |
| Security National Bank of Sioux City Iowa | 7,392 | $355.0K | 0.24% | −500−6.3% | Reduced |
| New Jersey Better Educational Savings Trust | 7,401 | $355.0K | 0.79% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 7,397 | $355.0K | 0.07% | +509+7.4% | Added |
| Comerica Securities,inc. | 7,361 | $353.0K | 0.02% | +788+12.0% | Added |
| M&R Capital Management Inc | 7,350 | $352.0K | 0.07% | −100−1.3% | Reduced |
| Roosevelt Investment Group LLC | 7,317 | $351.0K | 0.02% | +7,317 | New |
| Lombard Odier Asset Management (Switzerland) SA | 7,319 | $351.0K | 0.02% | +7,319 | New |
| CarsonAllaria Wealth Management, Ltd. | 7,284 | $350.0K | 0.31% | +7,284 | New |
| Wealth Architects, LLC | 7,270 | $349.0K | 0.06% | −588−7.5% | Reduced |
| Arete Wealth Advisors, LLC | 8,124 | $348.0K | 0.03% | +344+4.4% | Added |
| Fox Run Management, L.L.C. | 7,248 | $348.0K | 0.21% | +7,248 | New |
| Chelsea Counsel Co | 7,202 | $346.0K | 0.15% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 6,423 | $345.0K | 0.04% | +392+6.5% | Added |
| Lynch & Associates | 7,164 | $344.0K | 0.08% | −2,675−27.2% | Reduced |
| Wallace Capital Management Inc. | 7,114 | $341.0K | 0.05% | 00.0% | Unchanged |
| Park National Corp | 7,108 | $341.0K | 0.01% | +1,104+18.4% | Added |
| Summit Trail Advisors, LLC | 7,077 | $340.0K | 0.02% | −1,795−20.2% | Reduced |
| Lincoln Capital LLC | 7,091 | $340.0K | 0.08% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,081 | $339.7K | 0.03% | +1,526+27.5% | Added |
| Clear Perspective Advisors, LLC | 7,022 | $337.0K | 0.10% | −130−1.8% | Reduced |
| Evanson Asset Management, LLC | 7,010 | $336.0K | 0.03% | −1,672−19.3% | Reduced |
| Adalta Capital Management LLC | 7,000 | $336.0K | 0.15% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,004 | $336.0K | 0.06% | +42+0.6% | Added |
| Guyasuta Investment Advisors Inc | 6,987 | $335.0K | 0.02% | −171,754−96.1% | Reduced |
| Security National Bank of So Dak | 6,952 | $334.0K | 0.22% | −500−6.7% | Reduced |
| Means Investment Co., Inc. | 6,960 | $334.0K | 0.06% | +2,109+43.5% | Added |
| First Pacific Financial | 6,947 | $333.0K | 0.16% | −1,615−18.9% | Reduced |
| Zullo Investment Group, Inc. | 6,947 | $333.0K | 0.17% | +6,947 | New |
| Sanford Advisory Services, LLC | 6,930 | $332.0K | 0.08% | −160−2.3% | Reduced |
| Ullmann Financial Group, Inc. | 6,922 | $332.0K | 0.09% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 6,884 | $332.0K | 0.08% | +106+1.6% | Added |
| Ghe, LLC | 6,913 | $332.0K | 0.25% | +6,913 | New |
| Nwam LLC | 6,894 | $331.0K | 0.03% | −1,206−14.9% | Reduced |
| John W. Brooker & Co., CPAs | 6,904 | $331.0K | 0.17% | 00.0% | Unchanged |
| Krilogy Financial LLC | 6,893 | $331.0K | 0.03% | +1,253+22.2% | Added |
| Lawson Kroeker Investment Management Inc | 6,835 | $328.0K | 0.10% | −200−2.8% | Reduced |
| Fruth Investment Management | 6,818 | $327.0K | 0.09% | −224−3.2% | Reduced |
| Legacy Bridge, LLC | 6,817 | $327.0K | 0.17% | 00.0% | Unchanged |
| First National Bank | 6,780 | $325.0K | 0.28% | +199+3.0% | Added |
| Johnson Financial Group, Inc. | 6,780 | $325.0K | 0.02% | +1,350+24.9% | Added |
| Sandy Spring Bank | 6,754 | $324.0K | 0.02% | −190−2.7% | Reduced |