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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 4,286 | $206.0K | 0.02% | +4,286 | New |
| Oxbow Advisors, LLC | 4,290 | $206.0K | 0.02% | +4,290 | New |
| StrategIQ Financial Group, LLC | 4,297 | $206.0K | 0.02% | +4,297 | New |
| Heritage Trust Co | 4,285 | $206.0K | 0.03% | +4,285 | New |
| Evoke Wealth, LLC | 4,270 | $205.0K | 0.01% | +302+7.6% | Added |
| Westbourne Investment Advisors, Inc. | 4,263 | $205.0K | 0.08% | +4,263 | New |
| McAdam, LLC | 4,280 | $205.0K | 0.02% | +4,280 | New |
| Sonata Capital Group Inc | 4,250 | $204.0K | 0.09% | +4,250 | New |
| F3Logic, LLC | 4,249 | $204.0K | 0.02% | +4,249 | New |
| Abacus Planning Group, Inc. | 4,234 | $203.0K | 0.05% | +4,234 | New |
| Personal Cfo Solutions, LLC | 4,228 | $203.0K | 0.04% | +4,228 | New |
| Waypoint Capital Advisors, LLC | 4,233 | $203.0K | 0.14% | +4,233 | New |
| JJJ Advisors Inc. | 4,216 | $202.0K | 0.06% | +33+0.8% | Added |
| Fieldpoint Private Securities, LLC | 4,215 | $202.0K | 0.04% | +245+6.2% | Added |
| Aua Capital Management, LLC | 4,182 | $201.0K | 0.12% | +500+13.6% | Added |
| PDS Planning, Inc | 4,180 | $201.0K | 0.04% | +4,180 | New |
| Zhang Financial LLC | 4,186 | $201.0K | 0.04% | +4,186 | New |
| Telemus Capital, LLC | 4,176 | $200.0K | 0.02% | +4,176 | New |
| Auxano Advisors, LLC | 4,160 | $200.0K | 0.09% | +4,160 | New |
| Galvin, Gaustad & Stein, LLC | 4,175 | $200.0K | 0.02% | +4,175 | New |
| Mayflower Financial Advisors, LLC | 4,162 | $200.0K | 0.03% | +4,162 | New |
| Integrity Financial Corp | 4,160 | $200.0K | 0.15% | +4,160 | New |
| Focused Wealth Management, Inc | 4,134 | $198.0K | 0.03% | +501+13.8% | Added |
| Edge Wealth Management LLC | 4,050 | $194.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,006 | $192.0K | 0.06% | −20−0.5% | Reduced |
| Professional Financial Advisors, LLC | 3,980 | $191.0K | 0.08% | +15+0.4% | Added |
| TCI Wealth Advisors, Inc. | 3,963 | $190.0K | 0.03% | +1,299+48.8% | Added |
| West Bancorporation Inc | 3,933 | $189.0K | 0.15% | +3,933 | New |
| Blue Bell Private Wealth Management, LLC | 3,935 | $189.0K | 0.05% | +3,935 | New |
| Acropolis Investment Management, LLC | 3,901 | $187.0K | 0.02% | −900−18.7% | Reduced |
| Carolinas Wealth Consulting LLC | 3,892 | $187.0K | 0.04% | +333+9.4% | Added |
| Brown, Lisle/Cummings, Inc. | 3,862 | $185.3K | 0.09% | +3,862 | New |
| American Research & Management Co. | 3,825 | $184.0K | 0.04% | −125−3.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,777 | $181.0K | 0.04% | +3+0.1% | Added |
| Syverson Strege & Co | 3,757 | $180.0K | 0.13% | −206−5.2% | Reduced |
| Oakworth Capital, Inc. | 3,751 | $180.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,660 | $176.0K | 0.03% | −499−12.0% | Reduced |
| Sierra Capital LLC | 3,673 | $176.0K | 0.03% | +30+0.8% | Added |
| Neo Ivy Capital Management | 3,558 | $171.0K | 0.25% | −23,719−87.0% | Reduced |
| Creative Financial Designs Inc | 3,521 | $169.0K | 0.03% | −408−10.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,463 | $166.0K | 0.00% | +49+1.4% | Added |
| Larson Financial Group LLC | 3,460 | $166.0K | 0.03% | +2,702+356.5% | Added |
| Newbridge Financial Services Group, Inc. | 3,386 | $162.0K | 0.08% | +399+13.4% | Added |
| First Command Bank | 3,446 | $160.0K | 0.03% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3,315 | $159.0K | 0.05% | 00.0% | Unchanged |
| Garde Capital, Inc. | 3,303 | $158.0K | 0.02% | +3,303 | New |
| SRS Capital Advisors, Inc. | 3,221 | $155.0K | 0.02% | +76+2.4% | Added |
| Prestige Wealth Management Group LLC | 3,206 | $154.0K | 0.04% | +279+9.5% | Added |
| City Holding Co | 2,851 | $152.0K | 0.03% | −1,235−30.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,077 | $147.0K | 0.06% | +3,077 | New |
| Rock Creek Group, LP | 2,998 | $144.0K | 0.02% | +41+1.4% | Added |
| Tucker Asset Management LLC | 2,988 | $143.7K | 0.05% | +411+15.9% | Added |
| Brewin Dolphin Wealth Management Ltd | 2,976 | $143.0K | 0.02% | −300−9.2% | Reduced |
| Optimum Investment Advisors | 2,976 | $143.0K | 0.06% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 2,969 | $143.0K | 0.07% | +2,969 | New |
| Amplius Wealth Advisors, LLC | 2,978 | $142.0K | 0.02% | +2,978 | New |
| Sugarloaf Wealth Management, LLC | 2,936 | $141.0K | 0.03% | −303−9.4% | Reduced |
| FourThought Financial, LLC | 2,882 | $138.0K | 0.02% | −248−7.9% | Reduced |
| Clean Yield Group | 2,848 | $137.0K | 0.05% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,816 | $135.0K | 0.03% | +87+3.2% | Added |
| Capital Analysts, LLC | 2,761 | $133.0K | 0.01% | +9+0.3% | Added |
| Clear Investment Research, LLC | 2,734 | $131.0K | 0.20% | 00.0% | Unchanged |
| Hoese & Co LLP | 2,724 | $131.0K | 0.13% | +162+6.3% | Added |
| Simon Quick Advisors, LLC | 2,705 | $130.0K | 0.03% | −16,732−86.1% | Reduced |
| Rosenberg Matthew Hamilton | 2,620 | $126.0K | 0.04% | −1,222−31.8% | Reduced |
| CNB Bank | 2,622 | $126.0K | 0.07% | −15−0.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,605 | $125.0K | 0.02% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 2,305 | $124.0K | 0.08% | +2,305 | New |
| Acima Private Wealth, LLC | 2,572 | $123.0K | 0.05% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,506 | $120.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2,498 | $120.0K | 0.04% | +10+0.4% | Added |
| Beaird Harris Wealth Management, LLC | 2,491 | $120.0K | 0.04% | +2,491 | New |
| Arlington Partners LLC | 2,474 | $119.0K | 0.03% | −530−17.6% | Reduced |
| First Community Trust NA | 2,463 | $118.2K | 0.10% | +2,463 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,447 | $117.7K | 0.03% | +14+0.6% | Added |
| Missouri Trust & Investment Co | 2,440 | $117.0K | 0.07% | +2,440 | New |
| DB Wealth Management Group, LLC | 2,410 | $116.0K | 0.07% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 2,400 | $115.0K | 0.06% | +2,400 | New |
| Paragon Capital Management Ltd | 2,340 | $112.0K | 0.02% | +2,340 | New |
| West Paces Advisors Inc. | 2,327 | $111.6K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 2,291 | $109.9K | 0.04% | +166+7.8% | Added |
| Clearview Wealth Advisors LLC | 2,233 | $107.0K | 0.07% | −71−3.1% | Reduced |
| Aspire Private Capital, LLC | 2,214 | $106.0K | 0.03% | +10.0% | Added |
| Sargent Bickham Lagudis LLC | 2,101 | $101.0K | 0.01% | −51−2.4% | Reduced |
| Atticus Wealth Management, LLC | 2,100 | $101.0K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,078 | $100.0K | 0.05% | +2,078 | New |
| Annapolis Financial Services, LLC | 2,052 | $98.0K | 0.03% | −47−2.2% | Reduced |
| First Financial Corp | 2,050 | $98.0K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,021 | $97.0K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,988 | $95.0K | 0.06% | +472+31.1% | Added |
| Evermay Wealth Management LLC | 1,947 | $93.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,903 | $91.3K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,885 | $91.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,894 | $91.0K | 0.02% | +1,200+172.9% | Added |
| Towerpoint Wealth, LLC | 29,462 | $91.0K | 0.04% | +29,462 | New |
| GPS Wealth Strategies Group, LLC | 1,872 | $90.0K | 0.02% | −80−4.1% | Reduced |
| Powell Investment Advisors, LLC | 1,881 | $90.0K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 1,813 | $87.0K | 0.06% | +110+6.5% | Added |
| Gables Capital Management Inc. | 1,800 | $86.0K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 1,799 | $86.0K | 0.00% | +146+8.8% | Added |