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, Q1 2022
Institutional positions in Wells Fargo & Company as of Mar 31, 2022. 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
- 2,144
- +90 vs. Q4 2021
- Shares held
- 2.76B
- −55.1M (−2.0%) vs. Q4 2021
- Total value
- $133.8B
- −$1.29B (−1.0%) vs. Q4 2021
- New holders
- 195
- 830 more added
- Sold out
- 105
- 819 more reduced
25 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Trust Co | 14,961 | $725.0K | 0.09% | +2,664+21.7% | Added |
| North Star Investment Management Corp. | 15,023 | $728.0K | 0.06% | −128−0.8% | Reduced |
| RB Capital Management, LLC | 15,012 | $728.0K | 0.24% | +139+0.9% | Added |
| First Foundation Advisors | 15,069 | $730.0K | 0.03% | +1,670+12.5% | Added |
| Diligent Investors, LLC | 15,103 | $732.0K | 0.21% | +50.0% | Added |
| Element Wealth, LLC | 15,139 | $734.0K | 0.59% | −625−4.0% | Reduced |
| Alterna Wealth Management, Inc | 15,167 | $735.0K | 0.62% | +500+3.4% | Added |
| IVC Wealth Advisors LLC | 15,287 | $741.0K | 0.49% | −15−0.1% | Reduced |
| HoldCo Asset Management, L.P. | 15,439 | $748.0K | 0.55% | −2,573,561−99.4% | Reduced |
| Pacific Center for Financial Services | 15,430 | $748.0K | 0.27% | −590−3.7% | Reduced |
| Financial Sense Advisors, Inc. | 15,430 | $748.0K | 0.28% | +15,430 | New |
| Citizens Financial Group Inc | 15,486 | $750.0K | 0.03% | −254−1.6% | Reduced |
| Brewin Dolphin Ltd | 15,542 | $753.0K | 0.03% | −420−2.6% | Reduced |
| Comerica Securities,inc. | 15,550 | $754.0K | 0.05% | +8,189+111.2% | Added |
| Visionary Wealth Advisors | 15,578 | $755.0K | 0.06% | +4,023+34.8% | Added |
| Wedmont Private Capital | 15,599 | $756.0K | 0.17% | +3,687+31.0% | Added |
| Becker Capital Management Inc | 15,618 | $757.0K | 0.03% | −581−3.6% | Reduced |
| Agf Investments Inc. | 15,616 | $757.0K | 0.01% | +15,616 | New |
| Stonnington Group, LLC | 15,365 | $758.0K | 0.18% | −1,525−9.0% | Reduced |
| American Trust | 15,733 | $762.0K | 0.05% | −818−4.9% | Reduced |
| Laird Norton Trust Company, LLC | 15,768 | $764.0K | 0.07% | +708+4.7% | Added |
| Arkadios Wealth Advisors | 15,843 | $768.0K | 0.10% | −6,413−28.8% | Reduced |
| Wimmer Associates 1, LLC | 15,876 | $769.0K | 0.43% | 00.0% | Unchanged |
| Wintrust Investments LLC | 15,889 | $770.0K | 0.07% | +790+5.2% | Added |
| Fractal Investments LLC | 15,887 | $770.0K | 0.23% | +2,408+17.9% | Added |
| USA Financial Portformulas Corp | 15,891 | $770.0K | 0.82% | +14,242+863.7% | Added |
| Prudent Man Advisors, LLC | 15,904 | $771.0K | 0.31% | −266−1.6% | Reduced |
| JNBA Financial Advisors | 15,954 | $773.0K | 0.10% | −139−0.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,976 | $774.0K | 0.14% | +2,606+19.5% | Added |
| Pitcairn Co | 16,009 | $776.0K | 0.07% | −1,625−9.2% | Reduced |
| Financial Counselors Inc | 16,008 | $776.0K | 0.02% | +3,649+29.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 16,035 | $777.0K | 0.03% | −3,130−16.3% | Reduced |
| Highlander Capital Management, LLC | 16,087 | $780.0K | 0.37% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 16,164 | $783.0K | 0.15% | −38−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 16,202 | $785.0K | 0.05% | +1,417+9.6% | Added |
| Keudell/Morrison Wealth Management | 16,220 | $786.0K | 0.33% | −74−0.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 16,268 | $788.0K | 0.06% | +3,293+25.4% | Added |
| North Star Asset Management Inc | 16,373 | $793.0K | 0.04% | +50+0.3% | Added |
| Garrison Point Advisors, LLC | 16,390 | $794.0K | 0.56% | 00.0% | Unchanged |
| Sather Financial Group Inc | 16,429 | $796.0K | 0.07% | +16,429 | New |
| Murphy Pohlad Asset Management LLC | 16,480 | $798.0K | 0.32% | −210−1.3% | Reduced |
| Mainstay Capital Management LLC | 16,687 | $808.0K | 0.15% | −175−1.0% | Reduced |
| Cascade Investment Advisors, Inc. | 16,700 | $809.3K | 0.49% | +16,400+5,466.7% | Added |
| GM Advisory Group, Inc. | 16,705 | $810.0K | 0.10% | +46+0.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 16,740 | $811.0K | 0.11% | −920−5.2% | Reduced |
| Hutner Capital Management Inc | 16,739 | $811.0K | 0.46% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 17,490 | $811.0K | 0.46% | +12,304+237.3% | Added |
| Mutual Advisors, LLC | 16,759 | $812.0K | 0.05% | −1,781−9.6% | Reduced |
| Cladis Investment Advisory, LLC | 16,768 | $812.6K | 0.66% | −900−5.1% | Reduced |
| CenterStar Asset Management, LLC | – | $823.0K | 0.57% | – | – |
| IPG Investment Advisors LLC | 16,993 | $823.0K | 0.16% | −2,958−14.8% | Reduced |
| RMB Capital Management, LLC | 16,976 | $823.0K | 0.03% | −600−3.4% | Reduced |
| Abbrea Capital, LLC | 17,011 | $824.0K | 0.12% | +460+2.8% | Added |
| Lantz Financial LLC | 17,007 | $824.0K | 0.34% | +560+3.4% | Added |
| Dynamic Advisor Solutions LLC | 17,075 | $827.0K | 0.06% | +3,430+25.1% | Added |
| Richwood Investment Advisors, LLC | 17,095 | $828.0K | 0.74% | −100−0.6% | Reduced |
| M Holdings Securities, Inc. | 17,098 | $829.0K | 0.06% | +17,098 | New |
| Chicago Capital, LLC | 17,169 | $832.0K | 0.04% | −375−2.1% | Reduced |
| LWM Advisory Services, LLC | 17,202 | $834.0K | 1.04% | −384−2.2% | Reduced |
| XML Financial, LLC | 17,219 | $834.0K | 0.10% | +70+0.4% | Added |
| Koshinski Asset Management, Inc. | 17,281 | $837.5K | 0.07% | −871−4.8% | Reduced |
| Ballentine Partners, LLC | 17,297 | $838.0K | 0.03% | +3,211+22.8% | Added |
| Parsec Financial Management, Inc. | 17,361 | $841.0K | 0.04% | +1,952+12.7% | Added |
| Legacy Capital Partners, Inc. | 17,390 | $843.0K | 0.28% | +100+0.6% | Added |
| Heartland Bank & Trust Co | 17,455 | $846.0K | 0.64% | −4,185−19.3% | Reduced |
| Northeast Investment Management | 17,523 | $849.0K | 0.04% | +2,738+18.5% | Added |
| Traverso Chambers Private Wealth Management, LLC | 17,545 | $850.0K | 0.25% | +211+1.2% | Added |
| Rathbone Brothers plc | 17,570 | $851.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 17,561 | $851.0K | 0.22% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17,690 | $857.0K | 0.12% | +453+2.6% | Added |
| Bristlecone Advisors, LLC | 17,689 | $857.0K | 0.11% | +1,261+7.7% | Added |
| TrimTabs Asset Management, LLC | 17,716 | $859.0K | 0.29% | +17,716 | New |
| Paloma Partners Management Co | 17,734 | $860.0K | 0.07% | −55,190−75.7% | Reduced |
| Novare Capital Management LLC | 17,750 | $860.0K | 0.09% | +11,955+206.3% | Added |
| Summit Financial Group Inc | 17,785 | $862.0K | 0.29% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 17,839 | $864.0K | 0.02% | 00.0% | Unchanged |
| Swarthmore Group Inc | 17,841 | $865.0K | 0.22% | −2,476−12.2% | Reduced |
| Convergence Investment Partners, LLC | 17,910 | $868.0K | 0.45% | +459+2.6% | Added |
| Argus Investors' Counsel, Inc. | 17,963 | $870.0K | 0.56% | +17,963 | New |
| Barbara Oil Co. | 18,000 | $872.0K | 0.40% | 00.0% | Unchanged |
| Central Trust Co | 18,028 | $874.0K | 0.03% | +2,130+13.4% | Added |
| QVR LLC | 18,042 | $874.0K | 3.49% | +18,042 | New |
| Quadrature Capital Ltd | 18,076 | $876.0K | 0.04% | +18,076 | New |
| Regents of the University of California | 18,106 | $877.0K | 0.13% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 18,137 | $879.0K | 0.13% | +8,140+81.4% | Added |
| First Horizon Advisors, Inc. | 18,289 | $886.0K | 0.05% | −8,706−32.3% | Reduced |
| C2C Wealth Management, LLC | 18,247 | $890.0K | 0.15% | −544−2.9% | Reduced |
| Vista Wealth Management Group, LLC | 18,450 | $894.0K | 0.13% | +1,880+11.3% | Added |
| GHP Investment Advisors, Inc. | 18,561 | $899.0K | 0.06% | +317+1.7% | Added |
| Principle Wealth Partners LLC | 18,580 | $900.0K | 0.09% | −890−4.6% | Reduced |
| Logan Capital Management Inc | 18,597 | $901.0K | 0.04% | +178+1.0% | Added |
| Accredited Investors Inc. | 18,610 | $902.0K | 0.08% | −2,494−11.8% | Reduced |
| Glenview Trust Co | 18,680 | $905.0K | 0.03% | +3,944+26.8% | Added |
| YorkBridge Wealth Partners, LLC | 18,688 | $906.0K | 0.20% | +2,751+17.3% | Added |
| Icapital Wealth LLC | 19,000 | $907.1K | 0.37% | −110,627−85.3% | Reduced |
| Foresight Wealth Management, LLC | 18,771 | $910.0K | 0.37% | +10.0% | Added |
| Capital Investment Advisory Services, LLC | 18,804 | $911.0K | 0.10% | −5,617−23.0% | Reduced |
| Frontier Wealth Management LLC | 18,843 | $912.0K | 0.01% | −7,118−27.4% | Reduced |
| Essex Financial Services, Inc. | 18,862 | $914.0K | 0.09% | +1,130+6.4% | Added |
| Vident Investment Advisory, LLC | 18,949 | $917.0K | 0.02% | +2,115+12.6% | Added |