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 |
|---|---|---|---|---|---|
| Millennium Capital Advisors, LLC | 4,550 | $220.5K | 0.18% | +4,550 | New |
| Financial Planning & Information Services, Inc. | 4,590 | $222.0K | 0.05% | −42−0.9% | Reduced |
| Verus Financial Partners, Inc. | 4,589 | $222.0K | 0.03% | +6+0.1% | Added |
| Dakota Wealth Management | 4,567 | $222.0K | 0.02% | +4,567 | New |
| LifeSteps Financial, Inc. | 4,572 | $222.0K | 0.16% | +4,572 | New |
| Adamsbrown Wealth Consultants LLC | 4,583 | $222.0K | 0.18% | +4,583 | New |
| Wealthquest Corp | 4,678 | $224.0K | 0.03% | 00.0% | Unchanged |
| Community Trust & Investment Co | 4,619 | $224.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 4,615 | $224.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4,639 | $225.0K | 0.06% | +423+10.0% | Added |
| Simon Quick Advisors, LLC | 4,638 | $225.0K | 0.06% | +1,933+71.5% | Added |
| Klingenstein Fields & Co LP | 4,659 | $226.0K | 0.01% | 00.0% | Unchanged |
| Select Asset Management & Trust | 4,661 | $226.0K | 0.19% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,660 | $226.0K | 0.08% | +2,560+121.9% | Added |
| Strategic Advisors LLC | 4,700 | $227.0K | 0.04% | −1,000−17.5% | Reduced |
| Wolff Wiese Magana LLC | 4,681 | $227.0K | 0.15% | −125−2.6% | Reduced |
| Reliant Investment Management, LLC | 4,691 | $227.0K | 0.12% | +4,691 | New |
| Vaughan David Investments LLC | 4,706 | $228.0K | 0.01% | −260−5.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 4,700 | $228.0K | 0.16% | +4,700 | New |
| Paradigm Capital Management, LLC | 4,707 | $228.0K | 0.23% | +4,707 | New |
| Highland Private Wealth Management | 4,712 | $229.0K | 0.03% | +4,712 | New |
| Buckhead Capital Management LLC | 4,750 | $230.0K | 0.05% | −349−6.8% | Reduced |
| Sigma Investment Counselors Inc | 4,765 | $231.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,772 | $231.0K | 0.01% | +351+7.9% | Added |
| Pallas Capital Advisors LLC | 5,013 | $232.0K | 0.03% | −1,410−22.0% | Reduced |
| Alta Capital Management LLC | 4,801 | $232.0K | 0.01% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,816 | $233.0K | 0.02% | −10,308−68.2% | Reduced |
| TCTC Holdings, LLC | 4,828 | $234.0K | 0.01% | 00.0% | Unchanged |
| United Bank | 4,819 | $234.0K | 0.03% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 4,873 | $236.0K | 0.17% | −1,583−24.5% | Reduced |
| Laidlaw Wealth Management LLC | 4,885 | $237.0K | 0.04% | +75+1.6% | Added |
| Neo Ivy Capital Management | 4,918 | $238.0K | 0.21% | +1,360+38.2% | Added |
| Allen Capital Group, LLC | 4,913 | $238.0K | 0.05% | +4,913 | New |
| Smith, Salley & Associates | 4,938 | $239.0K | 0.02% | +10.0% | Added |
| Norway Savings Bank | 4,938 | $239.0K | 0.11% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,928 | $239.0K | 0.09% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,929 | $239.0K | 0.04% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,938 | $239.0K | 0.09% | +314+6.8% | Added |
| Traphagen Investment Advisors LLC | 4,958 | $240.3K | 0.04% | −2,845−36.5% | Reduced |
| First Heartland Consultants, Inc. | 4,983 | $241.0K | 0.04% | −351−6.6% | Reduced |
| MMBG Investment Advisors Co. | 4,980 | $241.0K | 0.03% | +4,980 | New |
| Quattro Financial Advisors LLC | 5,000 | $242.0K | 0.08% | −5,000−50.0% | Reduced |
| Hayek Kallen Investment Management | 4,985 | $242.0K | 0.09% | −550−9.9% | Reduced |
| Puzo Michael J | 5,000 | $242.0K | 0.07% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,005 | $242.0K | 0.01% | +400+8.7% | Added |
| Wealth Advisory Solutions, LLC | 4,992 | $242.0K | 0.05% | +4,992 | New |
| Middleton & Co Inc | 5,005 | $243.0K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 5,009 | $243.0K | 0.03% | +2,011+67.1% | Added |
| World Equity Group, Inc. | 5,030 | $243.8K | 0.05% | +5,030 | New |
| Carolinas Wealth Consulting LLC | 5,050 | $245.0K | 0.05% | +1,158+29.8% | Added |
| Magnus Financial Group LLC | 5,047 | $245.0K | 0.04% | +5,047 | New |
| Burt Wealth Advisors | 5,070 | $246.0K | 0.07% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 5,078 | $246.0K | 0.22% | +357+7.6% | Added |
| Defender Capital, LLC. | 5,074 | $246.0K | 0.09% | +5,074 | New |
| UMA Financial Services, Inc. | 5,353 | $246.0K | 0.07% | +5,353 | New |
| Northcape Wealth Management, LLC | 5,084 | $246.0K | 0.07% | +5,084 | New |
| Charter Trust Co | 5,108 | $247.0K | 0.02% | −502−8.9% | Reduced |
| CTC Capital Management, LLC | 5,100 | $247.0K | 0.66% | +5,100 | New |
| Aspireon Wealth Advisors | 5,118 | $248.0K | 0.09% | +10.0% | Added |
| Tranquilli Financial Advisor LLC | 5,123 | $248.0K | 0.18% | +76+1.5% | Added |
| Merit Financial Group, LLC | 5,126 | $248.0K | 0.02% | +5,126 | New |
| Hohimer Wealth Management, LLC | 5,121 | $248.0K | 0.05% | +5,121 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 5,122 | $248.2K | 0.06% | +5,122 | New |
| Fort Pitt Capital Group, LLC | 5,146 | $249.0K | 0.01% | −39−0.8% | Reduced |
| Willis Johnson & Associates, Inc. | 5,136 | $249.0K | 0.03% | +5,136 | New |
| HBW Advisory Services LLC | 5,161 | $250.0K | 0.09% | −632−10.9% | Reduced |
| Capital Asset Advisory Services LLC | 5,169 | $250.0K | 0.03% | −74−1.4% | Reduced |
| Boston Family Office LLC | 5,157 | $250.0K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 5,141 | $250.0K | 0.08% | +10.0% | Added |
| Weaver Consulting Group | 5,173 | $251.0K | 0.12% | −140−2.6% | Reduced |
| Bill Few Associates, Inc. | 5,175 | $251.0K | 0.14% | +500+10.7% | Added |
| MSH Capital Advisors LLC | 5,194 | $251.7K | 0.10% | +5,194 | New |
| Coastline Trust Co | 5,221 | $253.0K | 0.03% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 5,249 | $254.0K | 0.06% | −99−1.9% | Reduced |
| Gratus Capital LLC | 5,242 | $254.0K | 0.02% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 5,274 | $256.0K | 0.01% | −4,090−43.7% | Reduced |
| Old West Investment Management, LLC | 5,306 | $257.0K | 0.14% | −5,304−50.0% | Reduced |
| First Pacific Financial | 5,297 | $257.0K | 0.13% | −1,650−23.8% | Reduced |
| Denali Advisors LLC | 5,300 | $257.0K | 0.10% | −700−11.7% | Reduced |
| Greenspring Advisors, LLC | 5,305 | $257.0K | 0.07% | −316−5.6% | Reduced |
| Hills Bank & Trust Co | 5,309 | $257.0K | 0.04% | −25−0.5% | Reduced |
| Constitution Capital LLC | 5,300 | $257.0K | 0.14% | 00.0% | Unchanged |
| Private Capital Management LLC | 5,294 | $257.0K | 0.08% | +239+4.7% | Added |
| Nations Financial Group Inc, | 5,330 | $258.0K | 0.03% | −191−3.5% | Reduced |
| West Oak Capital, LLC | 5,350 | $259.0K | 0.12% | −150−2.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 5,342 | $259.0K | 0.20% | +5,342 | New |
| Cape Cod Five Cents Savings Bank | 5,395 | $261.0K | 0.03% | +1,000+22.8% | Added |
| Aua Capital Management, LLC | 5,382 | $261.0K | 0.14% | +1,200+28.7% | Added |
| Advisory Alpha, LLC | 5,380 | $261.0K | 0.02% | +5,380 | New |
| Capital Advisory Group Advisory Services, LLC | 5,416 | $262.0K | 0.12% | −725−11.8% | Reduced |
| Pecaut & Co. | 5,400 | $262.0K | 0.13% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,399 | $262.0K | 0.16% | +17+0.3% | Added |
| Buckley Wealth Management, LLC | 5,424 | $263.0K | 0.07% | +596+12.3% | Added |
| Atlas Brown,Inc. | 5,438 | $264.0K | 0.11% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 5,481 | $265.6K | 0.10% | 00.0% | Unchanged |
| Summit Global Investments | 5,481 | $266.0K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,504 | $267.0K | 0.04% | −622−10.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 5,500 | $267.0K | 0.02% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,505 | $267.0K | 0.13% | +84+1.5% | Added |
| Verity & Verity, LLC | 5,510 | $267.0K | 0.04% | +5,510 | New |