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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 10,191 | $494.0K | 0.26% | −438−4.1% | Reduced |
| Vicus Capital | 10,218 | $495.0K | 0.05% | −280−2.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 10,226 | $496.0K | 0.27% | +2,273+28.6% | Added |
| Leonteq Securities AG | 10,239 | $496.2K | 0.02% | −136,270−93.0% | Reduced |
| Anchor Investment Management, LLC | 10,282 | $498.2K | 0.06% | −283−2.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,303 | $499.0K | 0.01% | −43,346−80.8% | Reduced |
| Waddell & Associates, LLC | 10,339 | $501.0K | 0.08% | −4,300−29.4% | Reduced |
| Coastal Bridge Advisors, LLC | 10,363 | $502.0K | 0.12% | −10,479−50.3% | Reduced |
| Ssi Investment Management LLC | 10,367 | $503.0K | 0.03% | −120−1.1% | Reduced |
| Bragg Financial Advisors, Inc | 10,448 | $506.0K | 0.03% | −735−6.6% | Reduced |
| David Loasby | 10,376 | $506.0K | 0.07% | −173−1.6% | Reduced |
| Marcum Wealth, LLC | 10,437 | $506.0K | 0.07% | +26+0.2% | Added |
| Financial Advisory Service, Inc. | 10,465 | $507.0K | 0.05% | −344−3.2% | Reduced |
| Sippican Capital Advisors | 10,506 | $509.0K | 0.42% | −60−0.6% | Reduced |
| Tarbox Family Office, Inc. | 10,521 | $510.0K | 0.10% | −5,369−33.8% | Reduced |
| Meridian Wealth Management, LLC | 10,531 | $510.0K | 0.06% | −646−5.8% | Reduced |
| IHT Wealth Management, LLC | 10,540 | $511.0K | 0.04% | −1,399−11.7% | Reduced |
| Keystone Financial Group | 10,543 | $511.0K | 0.09% | −38−0.4% | Reduced |
| Windsor Group LTD | 10,519 | $513.0K | 0.09% | +972+10.2% | Added |
| Seeyond | 10,602 | $513.0K | 0.05% | +6,282+145.4% | Added |
| Hikari Tsushin, Inc. | 10,631 | $515.0K | 0.05% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 10,650 | $516.0K | 0.02% | +350+3.4% | Added |
| Humankind Investments LLC | 10,672 | $517.0K | 0.21% | −1,111−9.4% | Reduced |
| HCR Wealth Advisors | 10,671 | $517.0K | 0.08% | +400+3.9% | Added |
| Grove Bank & Trust | 10,689 | $518.0K | 0.10% | +305+2.9% | Added |
| Foundations Investment Advisors, LLC | 11,251 | $521.0K | 0.02% | +1,622+16.8% | Added |
| VELA Investment Management, LLC | 10,782 | $522.0K | 0.33% | −38−0.4% | Reduced |
| Oxford Financial Group Ltd | 10,770 | $522.0K | 0.07% | +12+0.1% | Added |
| Americana Partners, LLC | 10,794 | $523.0K | 0.16% | −2,156−16.6% | Reduced |
| Annandale Capital, LLC | 10,798 | $523.0K | 0.21% | +6+0.1% | Added |
| Providence Capital Advisors, LLC | 10,785 | $523.0K | 0.14% | +175+1.6% | Added |
| Stephenson National Bank & Trust | 10,834 | $525.0K | 0.31% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 10,880 | $527.0K | 0.04% | +10,880 | New |
| McCarthy Asset Management, Inc. | 10,903 | $528.0K | 0.37% | −176−1.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 10,904 | $528.0K | 0.10% | +623+6.1% | Added |
| Zacks Investment Management | 10,921 | $529.0K | 0.01% | −6,813−38.4% | Reduced |
| Biltmore Family Office, LLC | 10,969 | $532.0K | 0.11% | +2,265+26.0% | Added |
| Terry L. Blaker | 11,000 | $533.0K | 0.04% | 00.0% | Unchanged |
| X-Square Capital, LLC | 11,028 | $534.0K | 0.28% | −3,106−22.0% | Reduced |
| Pointe Capital Management LLC | 11,020 | $534.0K | 0.34% | +6,709+155.6% | Added |
| Leisure Capital Management | 11,038 | $535.0K | 0.27% | 00.0% | Unchanged |
| Security National Bank of So Dak | 11,073 | $537.0K | 0.37% | +4,121+59.3% | Added |
| Modera Wealth Management, LLC | 11,155 | $541.0K | 0.02% | −16,584−59.8% | Reduced |
| Intrua Financial, LLC | 11,174 | $541.0K | 0.10% | +1,314+13.3% | Added |
| Beaton Management Co. Inc. | 11,193 | $542.0K | 0.33% | +308+2.8% | Added |
| Jacobs & Co | 11,212 | $543.0K | 0.06% | +1,142+11.3% | Added |
| West Branch Capital LLC | 11,261 | $546.0K | 0.26% | −989−8.1% | Reduced |
| Radnor Capital Management, LLC | 11,274 | $546.0K | 0.14% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,272 | $546.2K | 0.06% | 00.0% | Unchanged |
| BTR Capital Management Inc | 11,291 | $547.0K | 0.07% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 11,313 | $548.0K | 0.03% | +8+0.1% | Added |
| Vontobel Asset Management Inc | 11,398 | $550.0K | 0.00% | +137+1.2% | Added |
| 9258 Wealth Management, LLC | 11,378 | $551.0K | 0.13% | −495−4.2% | Reduced |
| West Family Investments, Inc. | 11,391 | $552.0K | 0.16% | +1,080+10.5% | Added |
| Wealth Alliance | 11,410 | $553.0K | 0.11% | −783−6.4% | Reduced |
| Basepoint Wealth LLC | 11,421 | $553.5K | 0.51% | +1,009+9.7% | Added |
| Washington Trust Bank | 11,443 | $554.0K | 0.06% | −10,045−46.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 11,429 | $554.0K | 0.03% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 11,429 | $554.0K | 0.27% | +81+0.7% | Added |
| Childress Capital Advisors, LLC | 11,450 | $556.0K | 0.19% | −607−5.0% | Reduced |
| Global Trust Asset Management, LLC | 11,479 | $556.0K | 0.23% | +10.0% | Added |
| Private Portfolio Partners LLC | 11,475 | $556.1K | 0.14% | +1,203+11.7% | Added |
| Quantamental Technologies LLC | 11,495 | $557.0K | 0.32% | +5,995+109.0% | Added |
| Northeast Financial Consultants Inc | 11,491 | $557.0K | 0.03% | +11,491 | New |
| Claro Advisors LLC | 11,655 | $559.0K | 0.20% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 11,555 | $559.0K | 0.12% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 11,533 | $559.0K | 0.45% | +7,237+168.5% | Added |
| Surevest, LLC | 11,549 | $560.0K | 0.14% | 00.0% | Unchanged |
| State of Wyoming | 11,575 | $561.0K | 0.28% | +1,863+19.2% | Added |
| Eclectic Associates Inc | 11,602 | $562.0K | 0.36% | +1,467+14.5% | Added |
| Douglas Lane & Associates, LLC | 11,625 | $563.0K | 0.01% | +748+6.9% | Added |
| Institute for Wealth Management, LLC. | 11,667 | $565.0K | 0.09% | +3,005+34.7% | Added |
| G&S Capital LLC | 11,671 | $566.0K | 0.30% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 11,700 | $567.0K | 0.13% | 00.0% | Unchanged |
| Hudock, Inc. | 11,743 | $569.0K | 0.16% | +14+0.1% | Added |
| Montecito Bank & Trust | 11,795 | $572.0K | 0.11% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 11,807 | $572.0K | 0.04% | +94+0.8% | Added |
| Aull & Monroe Investment Management Corp | 11,829 | $573.0K | 0.26% | +300+2.6% | Added |
| Cornerstone Wealth Management, LLC | 11,846 | $574.0K | 0.06% | −805−6.4% | Reduced |
| Summit Asset Management, LLC | 11,850 | $574.0K | 0.16% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 11,835 | $574.0K | 0.19% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 11,900 | $577.0K | 0.43% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 11,977 | $580.0K | 0.16% | −13−0.1% | Reduced |
| Cito Capital Group, LLC | 12,000 | $582.0K | 0.27% | +7,000+140.0% | Added |
| Pettyjohn, Wood & White, Inc | 12,028 | $583.0K | 0.12% | +41+0.3% | Added |
| Hexagon Capital Partners LLC | 12,057 | $584.0K | 0.15% | −57−0.5% | Reduced |
| Total Investment Management Inc | 12,136 | $588.0K | 0.11% | +10+0.1% | Added |
| Loomis Sayles & Co L P | 12,156 | $589.0K | 0.00% | −7,476−38.1% | Reduced |
| Boston Common Asset Management, LLC | 12,190 | $591.0K | 0.03% | −1,812−12.9% | Reduced |
| Alliance Wealth Advisors, LLC | 12,215 | $592.0K | 0.49% | +1,983+19.4% | Added |
| Jacobi Capital Management LLC | 12,241 | $593.0K | 0.07% | +1,401+12.9% | Added |
| Osborne Partners Capital Management, LLC | 12,251 | $594.0K | 0.04% | −609−4.7% | Reduced |
| Perennial Investment Advisors, LLC | 12,230 | $594.0K | 0.19% | −195−1.6% | Reduced |
| Good Life Advisors, LLC | 12,263 | $594.0K | 0.07% | −96−0.8% | Reduced |
| Iowa State Bank | 12,286 | $595.0K | 0.14% | 00.0% | Unchanged |
| Maven Securities LTD | 12,300 | $596.0K | 0.12% | +2,850+30.2% | Added |
| Brandywine Oak Private Wealth LLC | 12,315 | $596.0K | 0.07% | +12,315 | New |
| Liberty Wealth Management LLC | 12,320 | $597.0K | 0.22% | +34+0.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 12,334 | $598.0K | 0.23% | −814−6.2% | Reduced |
| Continuum Advisory, LLC | 13,737 | $599.0K | 0.11% | +13,737 | New |