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 |
|---|---|---|---|---|---|
| Franklin Street Advisors Inc | 42,505 | $2.04M | 0.15% | +45+0.1% | Added |
| Gs Investments, Inc. | 42,400 | $2.03M | 0.98% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 42,378 | $2.03M | 1.27% | −623−1.4% | Reduced |
| CenterStar Asset Management, LLC | – | $2.03M | 1.55% | – | – |
| NBT Bank N A | 42,289 | $2.03M | 0.26% | −1,365−3.1% | Reduced |
| Evercore Wealth Management, LLC | 42,284 | $2.03M | 0.03% | −1,938−4.4% | Reduced |
| Oldfather Financial Services, LLC | 34,887 | $2.03M | 1.06% | +105+0.3% | Added |
| Moody Aldrich Partners LLC | 42,069 | $2.02M | 0.28% | −12,113−22.4% | Reduced |
| 6 Meridian | 42,055 | $2.02M | 0.15% | −482−1.1% | Reduced |
| Lincoln National Corp | 42,018 | $2.02M | 0.04% | +3,902+10.2% | Added |
| Verdence Capital Advisors LLC | 41,976 | $2.01M | 0.24% | −280−0.7% | Reduced |
| Trust Asset Management LLC | 41,814 | $2.01M | 0.25% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 41,788 | $2.00M | 0.55% | −5,421−11.5% | Reduced |
| Cohen Investment Advisors LLC | 41,358 | $1.98M | 1.41% | +780+1.9% | Added |
| Northwest Capital Management Inc | 35,222 | $1.98M | 0.94% | −938−2.6% | Reduced |
| Meridian Wealth Partners, LLC | 41,051 | $1.97M | 0.39% | −95−0.2% | Reduced |
| JT Stratford LLC | 41,009 | $1.97M | 0.54% | +898+2.2% | Added |
| Hollow Brook Wealth Management LLC | 40,924 | $1.96M | 1.01% | +1,995+5.1% | Added |
| United Asset Strategies, Inc. | 40,917 | $1.96M | 0.23% | −1,327−3.1% | Reduced |
| Orion Portfolio Solutions, LLC | 40,754 | $1.96M | 0.07% | +101+0.2% | Added |
| Resources Investment Advisors, LLC. | 40,722 | $1.95M | 0.07% | −5,083−11.1% | Reduced |
| Spears Abacus Advisors LLC | 40,380 | $1.94M | 0.13% | −28−0.1% | Reduced |
| Everett Harris & Co | 40,286 | $1.93M | 0.03% | −925−2.2% | Reduced |
| Enterprise Trust & Investment Co | 40,175 | $1.93M | 0.67% | −600−1.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 40,167 | $1.93M | 0.15% | +2,347+6.2% | Added |
| Anson Funds Management LP | 40,000 | $1.92M | 0.26% | +40,000 | New |
| Strategic Wealth Advisors Group, LLC | 38,880 | $1.92M | 0.09% | −2,463−6.0% | Reduced |
| Metis Global Partners, LLC | 39,910 | $1.92M | 0.53% | +39,910 | New |
| One Capital Management, LLC | 39,647 | $1.90M | 0.14% | −783−1.9% | Reduced |
| Neville Rodie & Shaw Inc | 39,604 | $1.90M | 0.13% | 00.0% | Unchanged |
| PFS Investments Inc. | 39,503 | $1.90M | 0.04% | +2,849+7.8% | Added |
| Diversified Trust Co | 39,449 | $1.89M | 0.06% | +277+0.7% | Added |
| Columbus Macro, LLC | 39,370 | $1.89M | 0.63% | −5,214−11.7% | Reduced |
| Heartland Advisors Inc | 39,312 | $1.89M | 0.11% | +10,226+35.2% | Added |
| Meiji Yasuda Life Insurance Co | 39,169 | $1.88M | 0.03% | −9,138−18.9% | Reduced |
| Forum Financial Management, LP | 39,116 | $1.88M | 0.10% | +39,116 | New |
| 44 Wealth Management LLC | 39,042 | $1.87M | 0.65% | −1,497−3.7% | Reduced |
| Meristem Family Wealth, LLC | 39,005 | $1.87M | 0.16% | +37+0.1% | Added |
| Mountain Pacific Investment Advisers Inc | 38,843 | $1.86M | 0.11% | −1,400−3.5% | Reduced |
| Bowling Portfolio Management LLC | 38,789 | $1.86M | 0.39% | −46−0.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 38,445 | $1.84M | 1.08% | 00.0% | Unchanged |
| Miller Investment Management, LP | 38,182 | $1.83M | 0.26% | 00.0% | Unchanged |
| Empowered Funds, LLC | 38,174 | $1.83M | 0.21% | +38,174 | New |
| Hedges Asset Management LLC | 38,100 | $1.83M | 1.42% | +38,100 | New |
| Trust Co of Toledo NA | 38,060 | $1.83M | 0.27% | −504−1.3% | Reduced |
| CPWM, LLC | 39,242 | $1.82M | 0.14% | +39,242 | New |
| Vestmark Advisory Solutions, Inc. | 37,599 | $1.80M | 0.10% | +1,821+5.1% | Added |
| Yarbrough Capital, LLC | 37,485 | $1.80M | 0.10% | +37,485 | New |
| Ancora Advisors, LLC | 37,160 | $1.78M | 0.04% | −325−0.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,153 | $1.78M | 0.31% | +100+0.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 37,103 | $1.78M | 0.02% | −2,517−6.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 37,086 | $1.78M | 0.98% | +1,019+2.8% | Added |
| Smith Shellnut Wilson LLC | 37,053 | $1.78M | 0.88% | +1,000+2.8% | Added |
| AMG National Trust Bank | 36,957 | $1.77M | 0.05% | +39+0.1% | Added |
| Sepio Capital, LP | 36,900 | $1.77M | 0.13% | −2,025−5.2% | Reduced |
| Auxier Asset Management | 36,837 | $1.77M | 0.27% | −40.0% | Reduced |
| Sunbelt Securities, Inc. | 29,965 | $1.76M | 0.29% | −6,949−18.8% | Reduced |
| NorthRock Partners, LLC | 36,643 | $1.76M | 0.13% | −8,895−19.5% | Reduced |
| AlphaStar Capital Management, LLC | 30,240 | $1.76M | 0.14% | +16,176+115.0% | Added |
| Occidental Asset Management, LLC | 36,404 | $1.75M | 0.42% | +1,033+2.9% | Added |
| American Money Management, LLC | 36,111 | $1.73M | 0.45% | +749+2.1% | Added |
| Marotta Asset Management | 35,829 | $1.72M | 0.39% | +750+2.1% | Added |
| Bennett Selby Investments LP | 35,764 | $1.72M | 0.99% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 35,738 | $1.72M | 1.01% | −1,280−3.5% | Reduced |
| Carret Asset Management, LLC | 35,435 | $1.70M | 0.19% | −230−0.6% | Reduced |
| Brinker Capital Investments, LLC | 35,328 | $1.70M | 0.02% | +24,121+215.2% | Added |
| Pekin Hardy Strauss, Inc. | 35,188 | $1.69M | 0.23% | −32,275−47.8% | Reduced |
| United Fire Group Inc | 35,086 | $1.68M | 0.79% | −30,000−46.1% | Reduced |
| AF Advisors, Inc. | 35,040 | $1.68M | 0.97% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 34,640 | $1.66M | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 34,633 | $1.66M | 0.08% | +22,748+191.4% | Added |
| Assenagon Asset Management S.A. | 34,511 | $1.66M | 0.01% | −457−1.3% | Reduced |
| Independent Financial Group, LLC | 34,099 | $1.64M | 0.14% | +3,329+10.8% | Added |
| Avidian Wealth Solutions, LLC | 34,020 | $1.63M | 0.10% | −1,349−3.8% | Reduced |
| London Co of Virginia | 33,990 | $1.63M | 0.01% | +2,897+9.3% | Added |
| Roberts Wealth Advisors, LLC | 32,085 | $1.63M | 0.59% | +1,410+4.6% | Added |
| Coldstream Capital Management Inc | 33,866 | $1.63M | 0.05% | +15,190+81.3% | Added |
| Founders Financial Securities LLC | 33,742 | $1.62M | 0.29% | −214−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 53,649 | $1.62M | 0.04% | +41,776+351.9% | Added |
| J.W. Cole Advisors, Inc. | 33,592 | $1.61M | 0.10% | +20.0% | Added |
| HB Wealth Management, LLC | 33,597 | $1.61M | 0.03% | +33,597 | New |
| Private Trust Co NA | 33,380 | $1.60M | 0.22% | −1,973−5.6% | Reduced |
| Lee Financial Co | 33,177 | $1.59M | 0.30% | −70.0% | Reduced |
| Intrinsic Value Partners, LLC | 33,139 | $1.59M | 1.70% | +33,139 | New |
| Rothschild Investment Corp | 32,973 | $1.58M | 0.12% | −50−0.2% | Reduced |
| Grimes & Company, Inc. | 32,582 | $1.56M | 0.07% | +65+0.2% | Added |
| Signaturefd, LLC | 32,537 | $1.56M | 0.05% | +9,337+40.2% | Added |
| Winton Group Ltd | 32,386 | $1.55M | 0.09% | −5,804−15.2% | Reduced |
| Sterneck Capital Management, LLC | 32,386 | $1.55M | 0.92% | −148−0.5% | Reduced |
| Circle Wealth Management, LLC | 32,347 | $1.55M | 0.20% | −4,102−11.3% | Reduced |
| Oarsman Capital, Inc. | 32,296 | $1.55M | 0.61% | −1,153−3.4% | Reduced |
| TriaGen Wealth Management LLC | 32,263 | $1.55M | 0.76% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 32,253 | $1.55M | 0.05% | −2,743−7.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.54M | 0.47% | 00.0% | Unchanged |
| Bank Hapoalim BM | 32,178 | $1.54M | 0.16% | −3,555−9.9% | Reduced |
| Chicago Partners Investment Group LLC | 26,664 | $1.54M | 0.11% | +1,818+7.3% | Added |
| Schechter Investment Advisors, LLC | 32,165 | $1.54M | 0.14% | +32,165 | New |
| Carroll Financial Associates, Inc. | 31,500 | $1.54M | 0.08% | +2,198+7.5% | Added |
| Fiera Capital Corp | 31,971 | $1.53M | 0.00% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 31,917 | $1.53M | 0.24% | +2,272+7.7% | Added |