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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 8,192 | $397.0K | 0.07% | +739+9.9% | Added |
| Minot Wealth Management LLC | 8,258 | $400.0K | 0.09% | +418+5.3% | Added |
| Optas, LLC | 8,294 | $401.0K | 0.13% | −336−3.9% | Reduced |
| Cohen Capital Management, Inc. | 8,274 | $401.0K | 0.07% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 8,295 | $402.0K | 0.07% | −375−4.3% | Reduced |
| Harbor Investment Advisory, LLC | 8,307 | $403.0K | 0.05% | +911+12.3% | Added |
| Ausdal Financial Partners, Inc. | 8,331 | $404.0K | 0.05% | −1,622−16.3% | Reduced |
| Cornerstone Advisory, LLC | 8,326 | $404.0K | 0.06% | −71−0.8% | Reduced |
| Cambridge Advisors Inc. | 8,349 | $405.0K | 0.10% | −3,613−30.2% | Reduced |
| Camden National Bank | 8,384 | $406.0K | 0.07% | −664−7.3% | Reduced |
| Mechanics Bank Trust Department | 8,375 | $406.0K | 0.06% | −50−0.6% | Reduced |
| Machina Capital S.A.S. | 8,388 | $406.0K | 0.89% | +3,088+58.3% | Added |
| Nichols & Pratt Advisers LLP | 8,400 | $407.0K | 0.03% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 8,410 | $408.0K | 0.02% | −5,000−37.3% | Reduced |
| SNS Financial Group, LLC | 8,423 | $408.0K | 0.05% | −868−9.3% | Reduced |
| Krilogy Financial LLC | 8,446 | $409.0K | 0.04% | +1,553+22.5% | Added |
| Evermay Wealth Management LLC | 8,434 | $409.0K | 0.07% | +6,487+333.2% | Added |
| Golden State Equity Partners | 8,432 | $409.0K | 0.21% | +8,432 | New |
| Bollard Group LLC | 8,470 | $410.0K | 0.01% | +41+0.5% | Added |
| Cahill Financial Advisors Inc | 8,477 | $411.0K | 0.08% | −392−4.4% | Reduced |
| M&R Capital Management Inc | 8,495 | $411.0K | 0.09% | +1,145+15.6% | Added |
| MCF Advisors LLC | 8,497 | $412.0K | 0.04% | +8,497 | New |
| PSI Advisors, LLC | 8,520 | $413.0K | 0.17% | −199−2.3% | Reduced |
| Piscataqua Savings Bank | 8,543 | $414.0K | 0.29% | −298−3.4% | Reduced |
| Schulhoff & Co Inc | 8,588 | $416.0K | 0.18% | +20.0% | Added |
| Iron Horse Wealth Management, LLC | 8,595 | $417.0K | 0.23% | −59−0.7% | Reduced |
| Penserra Capital Management LLC | 8,651 | $419.0K | 0.01% | −2,397−21.7% | Reduced |
| Pacific Global Investment Management CO | 8,652 | $419.0K | 0.08% | +1,255+17.0% | Added |
| Formidable Asset Management, LLC | 8,660 | $420.0K | 0.08% | −484−5.3% | Reduced |
| Bailard, Inc. | 8,709 | $422.0K | 0.01% | +279+3.3% | Added |
| Warther Private Wealth, LLC | 8,677 | $423.0K | 0.28% | +8,677 | New |
| Monticello Wealth Management, LLC | 8,779 | $426.0K | 0.04% | +8+0.1% | Added |
| West Wealth Group, LLC | 8,823 | $427.0K | 0.17% | −184−2.0% | Reduced |
| Arbor Investment Advisors, LLC | 8,834 | $428.0K | 0.08% | −18−0.2% | Reduced |
| River Wealth Advisors LLC | 8,830 | $428.0K | 0.07% | +7+0.1% | Added |
| Agate Pass Investment Management, LLC | 8,844 | $429.0K | 0.27% | −210−2.3% | Reduced |
| Royal Fund Management, LLC | 8,885 | $430.0K | 0.06% | +31+0.4% | Added |
| Verus Capital Partners, LLC | 9,622 | $430.0K | 0.07% | +9,622 | New |
| Spectrum Management Group, LLC | 8,885 | $431.0K | 0.07% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 9,973 | $431.0K | 0.04% | +1,849+22.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,977 | $435.0K | 0.10% | −416−4.4% | Reduced |
| Nexus Investment Management ULC | 9,000 | $436.0K | 0.05% | −470−5.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 8,999 | $436.0K | 0.03% | −381−4.1% | Reduced |
| OneAscent Financial Services LLC | 8,998 | $436.0K | 0.31% | +253+2.9% | Added |
| Enterprise Financial Services Corp | 9,013 | $437.0K | 0.07% | +317+3.6% | Added |
| Cim Investment Mangement Inc | 9,069 | $439.0K | 0.15% | −11−0.1% | Reduced |
| First PREMIER Bank | 9,069 | $439.0K | 0.12% | 00.0% | Unchanged |
| Summit Financial, LLC | 9,076 | $439.8K | 0.03% | +1,995+28.2% | Added |
| Contravisory Investment Management, Inc. | 9,110 | $441.0K | 0.13% | −1,779−16.3% | Reduced |
| Kore Private Wealth LLC | 9,090 | $441.0K | 0.06% | +43+0.5% | Added |
| IFG Advisory, LLC | 9,158 | $443.0K | 0.04% | −328−3.5% | Reduced |
| Trust Co of Vermont | 9,142 | $443.0K | 0.03% | +165+1.8% | Added |
| Colonial Trust Advisors | 9,159 | $444.0K | 0.05% | −289−3.1% | Reduced |
| CX Institutional | 9,233 | $447.0K | 0.04% | +909+10.9% | Added |
| Heritage Investors Management Corp | 9,235 | $448.0K | 0.02% | −215−2.3% | Reduced |
| Heron Financial Group, LLC | 9,258 | $449.0K | 0.23% | +10+0.1% | Added |
| Martingale Asset Management L P | 9,257 | $449.0K | 0.01% | +3,174+52.2% | Added |
| S.A. Mason LLC | 9,306 | $451.0K | 0.28% | 00.0% | Unchanged |
| Cowa, LLC | 9,300 | $451.0K | 0.22% | 00.0% | Unchanged |
| Doliver Advisors, LP | 9,309 | $451.0K | 0.14% | +3,650+64.5% | Added |
| Texas Capital Bancshares Inc | 9,377 | $454.0K | 0.27% | −166−1.7% | Reduced |
| Bank of the West | 9,399 | $455.0K | 0.05% | −115−1.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,381 | $455.0K | 0.29% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 9,443 | $458.0K | 0.16% | −37−0.4% | Reduced |
| Worth Venture Partners, LLC | 9,459 | $458.0K | 0.21% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 9,481 | $459.0K | 0.07% | −1,238−11.5% | Reduced |
| Autumn Glory Partners, LLC | 9,500 | $460.0K | 0.27% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 9,500 | $460.0K | 0.05% | +38+0.4% | Added |
| Lenox Wealth Advisors, LLC | 9,456 | $461.0K | 0.06% | +9,138+2,873.6% | Added |
| Exeter Financial, LLC | 9,528 | $462.0K | 0.25% | +28+0.3% | Added |
| Ipswich Investment Management Co., Inc. | 9,565 | $464.0K | 0.12% | −2,000−17.3% | Reduced |
| Prentiss Smith & Co Inc | 9,566 | $464.0K | 0.28% | −1,435−13.0% | Reduced |
| Axiom Financial Strategies, LLC | 10,746 | $465.0K | 0.23% | −1,640−13.2% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $465.0K | 0.11% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9,630 | $467.0K | 0.04% | +1,895+24.5% | Added |
| Wealthcare Advisory Partners LLC | 9,648 | $468.0K | 0.03% | +1,025+11.9% | Added |
| Astrantus Ltd | 9,700 | $470.0K | 0.79% | +9,700 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 9,766 | $473.0K | 0.00% | −657,747−98.5% | Reduced |
| Bray Capital Advisors | 9,760 | $473.0K | 0.12% | +40.0% | Added |
| Graypoint LLC | 9,758 | $473.0K | 0.05% | +5,177+113.0% | Added |
| Royal Capital Wealth Management, LLC | 9,796 | $475.0K | 0.46% | +10+0.1% | Added |
| HighTower Trust Services, LTA | 9,849 | $477.0K | 0.05% | −11,374−53.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 10,798 | $477.0K | 0.02% | −4,308−28.5% | Reduced |
| First Dallas Securities Inc. | 9,850 | $477.0K | 0.27% | +2,150+27.9% | Added |
| Lyell Wealth Management, LP | 9,853 | $477.0K | 0.06% | +9,853 | New |
| Fairview Capital Investment Management, LLC | 9,871 | $478.0K | 0.03% | −912−8.5% | Reduced |
| All Terrain Financial Advisors, LLC | 9,890 | $479.0K | 0.22% | 00.0% | Unchanged |
| Platform Technology Partners | 9,898 | $480.0K | 0.23% | −112−1.1% | Reduced |
| Zuckerman Investment Group, LLC | 9,968 | $483.0K | 0.08% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 10,026 | $485.0K | 0.18% | −722−6.7% | Reduced |
| Advisors Management Group Inc | 10,014 | $485.0K | 0.16% | −138−1.4% | Reduced |
| Lipe & Dalton | 10,000 | $485.0K | 0.24% | +1,300+14.9% | Added |
| Monetta Financial Services Inc | 10,000 | $485.0K | 0.40% | +10,000 | New |
| Donaldson Capital Management, LLC | 10,029 | $486.0K | 0.02% | −2,348−19.0% | Reduced |
| Atwood & Palmer Inc | 10,028 | $486.0K | 0.04% | −679−6.3% | Reduced |
| Parsons Capital Management Inc | 10,020 | $486.0K | 0.04% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 10,058 | $487.0K | 0.44% | −539−5.1% | Reduced |
| First Farmers & Merchants Bank / Trust | 10,157 | $492.0K | 0.52% | −300−2.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 10,160 | $492.0K | 0.03% | 00.0% | Unchanged |
| Parametrica Management Ltd | 10,163 | $492.0K | 0.36% | +10,163 | New |