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, 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 | 2,882 | $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 |
|---|---|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 675 | $33.0K | 0.01% | −1,816−72.9% | Reduced |
| Timber Creek Capital Management LLC | 700 | $33.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 683 | $33.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 688 | $33.3K | 0.02% | +1+0.1% | Added |
| Hanson & Doremus Investment Management | 705 | $34.0K | 0.01% | +2+0.3% | Added |
| AlphaMark Advisors, LLC | 730 | $35.0K | 0.01% | −70−8.8% | Reduced |
| Private Ocean, LLC | 732 | $35.0K | 0.00% | +13+1.8% | Added |
| Financial Connections Group, Inc. | 741 | $35.0K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 750 | $36.0K | 0.01% | −5,510−88.0% | Reduced |
| Selective Wealth Management, Inc. | 742 | $36.0K | 0.01% | −198−21.1% | Reduced |
| Gemmer Asset Management LLC | 763 | $36.0K | 0.00% | +77+11.2% | Added |
| Old Second National Bank of Aurora | 757 | $37.0K | 0.01% | −36−4.5% | Reduced |
| BDO Wealth Advisors, LLC | 775 | $38.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 789 | $38.0K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 782 | $38.0K | 0.00% | +283+56.7% | Added |
| Canton Hathaway, LLC | 815 | $39.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 950 | $40.0K | 0.03% | +950 | New |
| Lloyd Advisory Services, LLC. | 845 | $41.0K | 0.02% | +828+4,870.6% | Added |
| Byrne Asset Management LLC | 866 | $42.0K | 0.03% | −234−21.3% | Reduced |
| Horan Securities, Inc. | 872 | $42.0K | 0.03% | +47+5.7% | Added |
| Bogart Wealth, LLC | 901 | $44.0K | 0.00% | +57+6.8% | Added |
| Westport Asset Management Inc | 1,000 | $48.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,038 | $50.0K | 0.03% | +409+65.0% | Added |
| Spartan Planning & Wealth Management | 1,080 | $52.0K | 0.07% | +1,080 | New |
| Steward Financial Group LLC | 1,108 | $53.0K | 0.05% | +1,108 | New |
| Cyrus J. Lawrence, LLC | 1,100 | $53.0K | 0.01% | +1,100 | New |
| NewSquare Capital LLC | 1,107 | $54.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,115 | $54.0K | 0.02% | 00.0% | Unchanged |
| TCWP LLC | 1,144 | $55.0K | 0.01% | +1,144 | New |
| High Net Worth Advisory Group LLC | 1,185 | $57.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,194 | $58.0K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,189 | $58.0K | 0.09% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $59.0K | 0.01% | +1,220 | New |
| Fred Alger Management, LLC | 1,244 | $60.0K | 0.00% | −52,802−97.7% | Reduced |
| Mizuho Securities Co. Ltd. | 1,235 | $60.0K | 0.01% | +221+21.8% | Added |
| Rise Advisors, LLC | 1,269 | $61.0K | 0.05% | +6+0.5% | Added |
| Pacifica Partners Inc. | 1,180 | $62.0K | 0.04% | −60−4.8% | Reduced |
| Cranbrook Wealth Management, LLC | 1,275 | $62.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,306 | $63.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,301 | $63.0K | 0.09% | +6+0.5% | Added |
| Lumature Wealth Partners, LLC | 1,299 | $63.0K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,317 | $64.0K | 0.04% | −331−20.1% | Reduced |
| Smith Group Asset Management, LLC | 1,323 | $64.0K | 0.00% | −90−6.4% | Reduced |
| Ellis Investment Partners, LLC | 1,331 | $64.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,315 | $64.0K | 0.03% | +7+0.5% | Added |
| Family CFO Inc | 1,347 | $65.0K | 0.07% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,372 | $66.0K | 0.02% | +126+10.1% | Added |
| Versant Capital Management, Inc | 1,409 | $68.0K | 0.02% | +19+1.4% | Added |
| Arcadia Investment Management Corp | 1,425 | $69.0K | 0.01% | −2,968−67.6% | Reduced |
| Ulland Investment Advisors, LLC | 1,435 | $70.0K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,486 | $72.0K | 0.06% | −502−25.3% | Reduced |
| BCR Wealth Strategies, LLC | 1,483 | $72.0K | 0.07% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,500 | $73.0K | 0.05% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,520 | $74.0K | 0.05% | +120+8.6% | Added |
| Paladin Advisory Group, LLC | 1,578 | $76.0K | 0.06% | +1,578 | New |
| Clear Street Markets LLC | 1,592 | $77.0K | 0.02% | −512,826−99.7% | Reduced |
| Beacon Capital Management, LLC | 1,573 | $77.0K | 0.02% | +1,573 | New |
| Country Trust Bank | 1,653 | $80.0K | 0.00% | −146−8.1% | Reduced |
| Curi Capital | 1,665 | $80.0K | 0.01% | +1,300+356.2% | Added |
| Freedman Financial Associates, Inc. | 1,664 | $81.0K | 0.06% | 00.0% | Unchanged |
| Monolith Advisors | 1,726 | $83.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 1,732 | $83.9K | 0.03% | +1,732 | New |
| Vigilant Capital Management, LLC | 1,728 | $84.0K | 0.01% | −2,700−61.0% | Reduced |
| Winch Advisory Services, LLC | 1,733 | $84.0K | 0.03% | −765−30.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,742 | $84.0K | 0.02% | −130−6.9% | Reduced |
| Earnest Partners LLC | 1,761 | $85.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,766 | $86.0K | 0.05% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,765 | $86.0K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,779 | $86.0K | 0.04% | +110+6.6% | Added |
| Founders Capital Management | 1,813 | $87.0K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,800 | $87.0K | 0.05% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 1,798 | $87.0K | 0.00% | +637+54.9% | Added |
| Tevis Investment Management | 1,829 | $89.0K | 0.08% | +772+73.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,851 | $90.0K | 0.04% | +1,851 | New |
| Endurance Wealth Management, Inc. | 1,885 | $91.0K | 0.01% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 29,462 | $92.0K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,890 | $92.0K | 0.01% | +1,090+136.3% | Added |
| Laffer Tengler Investments | 1,903 | $92.2K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,956 | $94.0K | 0.02% | +200+11.4% | Added |
| Annapolis Financial Services, LLC | 2,014 | $98.0K | 0.03% | −38−1.9% | Reduced |
| Global Financial Private Client, LLC | 2,021 | $98.4K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,035 | $99.0K | 0.02% | −2,099−50.8% | Reduced |
| Clearview Wealth Advisors LLC | 2,042 | $99.0K | 0.07% | −191−8.6% | Reduced |
| First Financial Corp | 2,050 | $99.0K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2,035 | $99.0K | 0.03% | +313+18.2% | Added |
| Standard Family Office LLC | 2,035 | $99.0K | 0.03% | +2,035 | New |
| Tyler-Stone Wealth Management | 2,078 | $101.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 2,104 | $102.0K | 0.01% | −872−29.3% | Reduced |
| Sargent Bickham Lagudis LLC | 2,101 | $102.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,178 | $105.5K | 0.05% | +839+62.7% | Added |
| Aspire Private Capital, LLC | 2,201 | $107.0K | 0.03% | −13−0.6% | Reduced |
| Archer Investment Corp | 2,291 | $111.7K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,349 | $113.8K | 0.04% | +22+0.9% | Added |
| Hoese & Co LLP | 2,374 | $115.0K | 0.12% | −350−12.8% | Reduced |
| Northern Oak Wealth Management Inc | 2,417 | $117.0K | 0.01% | −89−3.6% | Reduced |
| DB Wealth Management Group, LLC | 2,410 | $117.0K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,440 | $118.0K | 0.07% | 00.0% | Unchanged |
| First Community Trust NA | 2,463 | $119.0K | 0.11% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,500 | $121.0K | 0.10% | −4,000−61.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,480 | $121.0K | 0.06% | +1,768+248.3% | Added |