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 |
|---|---|---|---|---|---|
| Stockman Wealth Management, Inc. | 6,746 | $324.0K | 0.07% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,743 | $324.0K | 0.05% | +520+8.4% | Added |
| Unionview, LLC | 6,726 | $323.0K | 0.30% | +6,726 | New |
| Bouchey Financial Group Ltd | 6,687 | $321.0K | 0.04% | −500−7.0% | Reduced |
| David R. Rahn & Associates Inc. | 6,687 | $321.0K | 0.14% | +27+0.4% | Added |
| Legacy Financial Advisors, Inc. | 6,697 | $321.0K | 0.07% | +86+1.3% | Added |
| Grandfield & Dodd, LLC | 6,692 | $320.0K | 0.02% | −150−2.2% | Reduced |
| Levin Capital Strategies, L.P. | 6,677 | $320.0K | 0.03% | 00.0% | Unchanged |
| Laraway Financial Inc | 6,670 | $320.0K | 0.29% | +6,670 | New |
| Doliver Advisors, LP | 5,659 | $319.0K | 0.10% | −10,243−64.4% | Reduced |
| LVW Advisors, LLC | 6,657 | $319.0K | 0.05% | −1,266−16.0% | Reduced |
| Wealth Effects LLC | 6,649 | $319.0K | 0.13% | +6,649 | New |
| Family Firm, Inc. | 6,619 | $318.0K | 0.08% | +30.0% | Added |
| Tiedemann Advisors, LLC | 6,594 | $318.0K | 0.02% | −10−0.2% | Reduced |
| CVA Family Office, LLC | 6,622 | $318.0K | 0.08% | +4,622+231.1% | Added |
| Smithfield Trust Co | 6,601 | $317.0K | 0.02% | −9,213−58.3% | Reduced |
| Security Asset Management | 6,600 | $317.0K | 0.12% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,590 | $316.0K | 0.19% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 6,564 | $315.0K | 0.11% | −261−3.8% | Reduced |
| CMG Global Holdings, LLC | 6,557 | $315.0K | 0.20% | −216−3.2% | Reduced |
| Acorn Wealth Advisors, LLC | 6,544 | $314.0K | 0.20% | −721−9.9% | Reduced |
| 55I, LLC | 6,533 | $314.0K | 0.01% | +1,621+33.0% | Added |
| PBMares Wealth Management LLC | 6,514 | $313.0K | 0.13% | −414−6.0% | Reduced |
| Wedge Capital Management L L P | 6,519 | $313.0K | 0.00% | −127−1.9% | Reduced |
| Islay Capital Management, LLC | 6,500 | $312.0K | 0.24% | −1,000−13.3% | Reduced |
| Bryn Mawr Trust Co | 6,495 | $311.0K | 0.01% | +1,599+32.7% | Added |
| Tempus Wealth Planning, LLC | 6,456 | $310.0K | 0.17% | −25−0.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 6,434 | $309.0K | 0.13% | +100+1.6% | Added |
| Trustmark National Bank Trust Department | 6,379 | $306.0K | 0.02% | −649−9.2% | Reduced |
| Phoenix Wealth Advisors | 6,362 | $305.0K | 0.23% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,365 | $305.0K | 0.04% | +335+5.6% | Added |
| Concord Wealth Partners | 6,353 | $305.0K | 0.07% | +1,200+23.3% | Added |
| Baker Boyer National Bank | 6,354 | $305.0K | 0.14% | +6,354 | New |
| Heritage Investment Group, Inc. | 6,332 | $304.0K | 0.24% | +6,332 | New |
| Powers Advisory Group, LLC | 6,336 | $304.0K | 0.21% | +6,336 | New |
| Snowden Capital Advisors LLC | 6,326 | $303.0K | 0.02% | −19,433−75.4% | Reduced |
| Ethic Inc. | 6,324 | $303.0K | 0.02% | +6,324 | New |
| KMG Fiduciary Partners, LLC | 6,291 | $302.0K | 0.05% | +96+1.5% | Added |
| Dividend Assets Capital, LLC | 6,260 | $300.0K | 0.06% | 00.0% | Unchanged |
| Papp L Roy & Associates | 6,258 | $300.0K | 0.03% | +52+0.8% | Added |
| Sky Investment Group LLC | 6,224 | $299.0K | 0.06% | 00.0% | Unchanged |
| City State Bank | 6,220 | $298.0K | 0.18% | +6,220 | New |
| Glen Eagle Advisors, LLC | 6,172 | $296.1K | 0.08% | +10.0% | Added |
| Calton & Associates, Inc. | 6,183 | $296.0K | 0.08% | −824−11.8% | Reduced |
| Aptus Capital Advisors, LLC | 6,161 | $296.0K | 0.01% | +91+1.5% | Added |
| Sweet Financial Partners, LLC | 6,174 | $296.0K | 0.12% | +6,174 | New |
| Capital Advisory Group Advisory Services, LLC | 6,141 | $295.0K | 0.13% | −56−0.9% | Reduced |
| Main Street Financial Solutions, LLC | 6,126 | $294.0K | 0.04% | −784−11.3% | Reduced |
| Windsor Capital Management, LLC | 6,130 | $294.0K | 0.09% | +20.0% | Added |
| CFO4Life Group, LLC | 6,134 | $294.0K | 0.06% | +590+10.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 6,104 | $293.0K | 0.18% | +17+0.3% | Added |
| Independence Bank of Kentucky | 6,115 | $293.0K | 0.12% | +120+2.0% | Added |
| Riverbridge Partners LLC | 6,100 | $293.0K | 0.00% | +6,100 | New |
| Martingale Asset Management L P | 6,083 | $292.0K | 0.00% | +280+4.8% | Added |
| Kesler, Norman & Wride, LLC | 6,056 | $291.0K | 0.06% | −299−4.7% | Reduced |
| Icon Wealth Partners, LLC | 6,041 | $290.0K | 0.03% | +377+6.7% | Added |
| Denali Advisors LLC | 6,000 | $288.0K | 0.11% | −2,700−31.0% | Reduced |
| Heritage Way Advisors, LLC | 6,000 | $288.0K | 0.11% | +6,000 | New |
| Josh Arnold Investment Consultant, LLC | 6,000 | $288.0K | 0.26% | +6,000 | New |
| Ambassador Advisors, LLC | 5,932 | $285.0K | 0.05% | 00.0% | Unchanged |
| Amarillo National Bank | 5,871 | $282.0K | 0.06% | −728−11.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 5,852 | $281.0K | 0.16% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 5,858 | $281.0K | 0.03% | +80+1.4% | Added |
| Barrett Asset Management, LLC | 5,834 | $280.0K | 0.01% | −4,836−45.3% | Reduced |
| CKW Financial Group | 5,800 | $280.0K | 0.04% | −644−10.0% | Reduced |
| HBW Advisory Services LLC | 5,793 | $278.0K | 0.06% | +565+10.8% | Added |
| Novare Capital Management LLC | 5,795 | $278.0K | 0.03% | +5,795 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 5,802 | $278.0K | 0.09% | +5,802 | New |
| L2 Asset Management, LLC | 5,762 | $276.0K | 0.19% | +5,762 | New |
| Bridgefront Capital, LLC | 5,717 | $274.0K | 0.27% | −1,917−25.1% | Reduced |
| Patten & Patten Inc | 5,689 | $273.0K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 5,700 | $273.0K | 0.04% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 5,683 | $273.0K | 0.08% | +191+3.5% | Added |
| Sutton Wealth Advisors Inc. | 5,673 | $272.2K | 0.09% | +93+1.7% | Added |
| First National Bank of Hutchinson | 5,668 | $272.0K | 0.15% | −4,000−41.4% | Reduced |
| Curated Wealth Partners LLC | 5,640 | $272.0K | 0.09% | +200+3.7% | Added |
| Stock Yards Bank & Trust Co | 5,670 | $272.0K | 0.01% | +5,670 | New |
| First Command Financial Services, Inc. | 5,643 | $271.0K | 0.04% | +2,197+63.8% | Added |
| Mosaic Family Wealth, LLC | 5,633 | $270.0K | 0.07% | −159−2.7% | Reduced |
| Greenspring Advisors, LLC | 5,621 | $270.0K | 0.07% | +5,621 | New |
| Detalus Advisors, LLC | 5,600 | $269.0K | 0.13% | −350−5.9% | Reduced |
| Charter Trust Co | 5,610 | $269.0K | 0.02% | −100−1.8% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 5,590 | $268.0K | 0.04% | +325+6.2% | Added |
| Hayek Kallen Investment Management | 5,535 | $266.0K | 0.09% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 5,540 | $265.8K | 0.09% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 5,516 | $265.0K | 0.35% | −2,276−29.2% | Reduced |
| Nations Financial Group Inc, | 5,521 | $265.0K | 0.03% | +339+6.5% | Added |
| Spirit of America Management Corp | 5,500 | $264.0K | 0.05% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 5,500 | $264.0K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5,500 | $264.0K | 0.10% | +700+14.6% | Added |
| Quantamental Technologies LLC | 5,500 | $264.0K | 0.13% | +5,500 | New |
| Summit Global Investments | 5,481 | $263.0K | 0.02% | +71+1.3% | Added |
| Hobart Private Capital, LLC | 5,481 | $263.0K | 0.10% | −290−5.0% | Reduced |
| Texas Yale Capital Corp. | 5,434 | $261.0K | 0.01% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 5,438 | $261.0K | 0.10% | +10.0% | Added |
| REDW Wealth LLC | 5,421 | $260.0K | 0.08% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,421 | $260.0K | 0.12% | +106+2.0% | Added |
| Pecaut & Co. | 5,400 | $259.0K | 0.13% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,382 | $258.0K | 0.15% | −5−0.1% | Reduced |
| Octavia Wealth Advisors, LLC | 5,348 | $257.0K | 0.06% | −9−0.2% | Reduced |