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 |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 5,540 | $268.5K | 0.10% | 00.0% | Unchanged |
| Howe & Rusling Inc | 5,551 | $269.0K | 0.03% | −2,705−32.8% | Reduced |
| Vise Technologies, Inc. | 5,549 | $269.0K | 0.10% | +5,549 | New |
| Gabelli & Co Investment Advisers, Inc. | 5,590 | $271.0K | 0.04% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 5,640 | $272.0K | 0.09% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 5,612 | $272.0K | 0.04% | −31−0.5% | Reduced |
| First Command Bank | 5,612 | $272.0K | 0.04% | +2,166+62.9% | Added |
| Detalus Advisors, LLC | 5,643 | $273.0K | 0.14% | +43+0.8% | Added |
| SRS Capital Advisors, Inc. | 5,641 | $273.0K | 0.04% | +2,420+75.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,636 | $273.0K | 0.01% | +5,636 | New |
| Laraway Financial Inc | 5,670 | $275.0K | 0.25% | −1,000−15.0% | Reduced |
| First National Bank of Hutchinson | 5,668 | $275.0K | 0.16% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 5,482 | $275.0K | 0.13% | +5,482 | New |
| Sutton Wealth Advisors Inc. | 5,681 | $275.3K | 0.09% | +8+0.1% | Added |
| Patten & Patten Inc | 5,689 | $276.0K | 0.02% | 00.0% | Unchanged |
| McDaniel Terry & Co | 5,690 | $276.0K | 0.03% | +5,690 | New |
| Windsor Capital Management, LLC | 5,800 | $281.0K | 0.09% | −330−5.4% | Reduced |
| Boston Trust Walden Corp | 5,809 | $282.0K | 0.00% | −3,400−36.9% | Reduced |
| Glassman Wealth Services | 5,809 | $282.0K | 0.05% | +547+10.4% | Added |
| Powers Advisory Group, LLC | 5,845 | $283.0K | 0.20% | −491−7.7% | Reduced |
| Barrett Asset Management, LLC | 5,873 | $284.0K | 0.01% | +39+0.7% | Added |
| Occidental Asset Management, LLC | 5,889 | $285.0K | 0.07% | −30,515−83.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 5,852 | $285.0K | 0.19% | 00.0% | Unchanged |
| Syverson Strege & Co | 5,879 | $285.0K | 0.31% | +2,122+56.5% | Added |
| Ambassador Advisors, LLC | 5,932 | $287.0K | 0.06% | 00.0% | Unchanged |
| Park National Corp | 5,953 | $288.0K | 0.01% | −1,155−16.2% | Reduced |
| Sage Mountain Advisors LLC | 5,986 | $290.0K | 0.05% | −2,964−33.1% | Reduced |
| David R. Rahn & Associates Inc. | 6,660 | $291.0K | 0.11% | −27−0.4% | Reduced |
| Josh Arnold Investment Consultant, LLC | 6,000 | $291.0K | 0.28% | 00.0% | Unchanged |
| Adviser Investments LLC | 6,020 | $292.0K | 0.02% | −1,851−23.5% | Reduced |
| Davis R M Inc | 6,018 | $292.0K | 0.01% | +6,018 | New |
| Bernardo Wealth Planning LLC | 6,027 | $292.0K | 0.15% | +6,027 | New |
| SeaBridge Investment Advisors LLC | 6,045 | $293.0K | 0.09% | −12,795−67.9% | Reduced |
| Moloney Securities Asset Management, LLC | 6,068 | $294.0K | 0.06% | −936−13.4% | Reduced |
| KMG Fiduciary Partners, LLC | 6,070 | $294.0K | 0.05% | −221−3.5% | Reduced |
| Kesler, Norman & Wride, LLC | 6,064 | $294.0K | 0.07% | +8+0.1% | Added |
| Riverbridge Partners LLC | 6,100 | $296.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,106 | $296.0K | 0.04% | +6,106 | New |
| Greenwood Gearhart Inc | 6,128 | $297.0K | 0.04% | −123,434−95.3% | Reduced |
| Lakeview Capital Partners, LLC | 6,120 | $297.0K | 0.15% | −1,803−22.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 6,124 | $297.0K | 0.20% | +20+0.3% | Added |
| NuWave Investment Management, LLC | 6,133 | $297.0K | 0.40% | +1,099+21.8% | Added |
| Delphia (USA) Inc. | 6,137 | $297.0K | 0.22% | +6,137 | New |
| Sky Investment Group LLC | 6,159 | $298.0K | 0.06% | −65−1.0% | Reduced |
| Money Concepts Capital Corp | 6,140 | $298.0K | 0.02% | +6,140 | New |
| City State Bank | 6,220 | $301.0K | 0.18% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,235 | $302.0K | 0.09% | +52+0.8% | Added |
| Investment Advisory Group, LLC | 6,241 | $303.0K | 0.18% | −600−8.8% | Reduced |
| Parkside Financial Bank & Trust | 6,257 | $303.0K | 0.08% | +1,361+27.8% | Added |
| Papp L Roy & Associates | 6,267 | $304.0K | 0.04% | +9+0.1% | Added |
| Independence Bank of Kentucky | 6,265 | $304.0K | 0.12% | +150+2.5% | Added |
| Acorn Wealth Advisors, LLC | 6,286 | $305.0K | 0.21% | −258−3.9% | Reduced |
| Amarillo National Bank | 6,291 | $305.0K | 0.06% | +420+7.2% | Added |
| Brave Asset Management Inc | 6,301 | $305.0K | 0.11% | +1,900+43.2% | Added |
| Buckingham Strategic Partners | 6,260 | $305.0K | 0.03% | +6,260 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 6,342 | $307.0K | 0.06% | −2,820−30.8% | Reduced |
| Concord Wealth Partners | 6,333 | $307.0K | 0.08% | −20−0.3% | Reduced |
| Heritage Investment Group, Inc. | 6,332 | $307.0K | 0.22% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 6,360 | $308.0K | 0.25% | −197−3.0% | Reduced |
| Baker Boyer National Bank | 6,354 | $308.0K | 0.15% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 6,379 | $309.0K | 0.02% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,378 | $309.0K | 0.04% | +13+0.2% | Added |
| Wagner Wealth Management, LLC | 6,368 | $309.0K | 0.22% | +1,831+40.4% | Added |
| Alpine Global Management, LLC | 6,406 | $310.0K | 0.08% | −5,647−46.9% | Reduced |
| Wayfinding Financial, LLC | 6,980 | $310.0K | 0.26% | −78−1.1% | Reduced |
| Bryn Mawr Trust Co | 6,395 | $310.0K | 0.01% | −100−1.5% | Reduced |
| Wallace Capital Management Inc. | 7,114 | $311.0K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,417 | $311.0K | 0.18% | −400−5.9% | Reduced |
| 55I, LLC | 6,423 | $312.0K | 0.01% | −110−1.7% | Reduced |
| Ten Capital Wealth Advisors, LLC | 6,434 | $312.0K | 0.13% | 00.0% | Unchanged |
| Financial Advisory Group | 6,475 | $314.0K | 0.06% | +1,834+39.5% | Added |
| Spirit of America Management Corp | 6,500 | $315.0K | 0.06% | +1,000+18.2% | Added |
| Wharton Business Group, LLC | 6,535 | $317.0K | 0.02% | +6,535 | New |
| Van Strum & Towne Inc. | 6,564 | $318.0K | 0.12% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,601 | $319.0K | 0.02% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,590 | $319.0K | 0.21% | 00.0% | Unchanged |
| Unionview, LLC | 6,597 | $320.0K | 0.30% | −129−1.9% | Reduced |
| Grandfield & Dodd, LLC | 6,616 | $320.0K | 0.02% | −76−1.1% | Reduced |
| Security Asset Management | 6,600 | $320.0K | 0.14% | 00.0% | Unchanged |
| Family Firm, Inc. | 6,623 | $321.0K | 0.08% | +4+0.1% | Added |
| CVA Family Office, LLC | 6,622 | $321.0K | 0.08% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 6,622 | $321.0K | 0.00% | +103+1.6% | Added |
| Bouchey Financial Group Ltd | 6,687 | $324.0K | 0.04% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 6,677 | $324.0K | 0.03% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 6,727 | $326.0K | 0.02% | −3,324,179−99.8% | Reduced |
| Titus Wealth Management | 6,739 | $327.0K | 0.15% | −3,937−36.9% | Reduced |
| PBMares Wealth Management LLC | 6,739 | $327.0K | 0.20% | +225+3.5% | Added |
| Vista Private Wealth Partners. LLC | 6,728 | $328.0K | 0.13% | −6,328−48.5% | Reduced |
| Stegent Equity Advisors, Inc. | 6,760 | $328.0K | 0.28% | −1,536−18.5% | Reduced |
| Auxano Advisors, LLC | 6,765 | $328.0K | 0.14% | +2,605+62.6% | Added |
| Red Door Wealth Management, LLC | 6,800 | $329.0K | 0.11% | −2,969−30.4% | Reduced |
| Fruth Investment Management | 6,818 | $330.0K | 0.09% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 6,838 | $331.0K | 0.16% | −1,480−17.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 6,835 | $331.0K | 0.10% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,823 | $331.0K | 0.05% | +80+1.2% | Added |
| L2 Asset Management, LLC | 6,868 | $333.0K | 0.21% | +1,106+19.2% | Added |
| Sweet Financial Partners, LLC | 6,894 | $334.0K | 0.09% | +720+11.7% | Added |
| CKW Financial Group | 6,850 | $334.0K | 0.05% | +1,050+18.1% | Added |
| Keel Point, LLC | 6,886 | $334.0K | 0.05% | +2,011+41.3% | Added |
| Ghe, LLC | 6,913 | $335.0K | 0.28% | 00.0% | Unchanged |