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 |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 12,447 | $603.0K | 0.38% | −834−6.3% | Reduced |
| Hanseatic Management Services Inc | 12,471 | $604.0K | 1.04% | +503+4.2% | Added |
| EverSource Wealth Advisors, LLC | 12,484 | $605.0K | 0.15% | −102−0.8% | Reduced |
| DMG Group, LLC | 13,118 | $608.0K | 0.68% | −982−7.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 12,569 | $609.0K | 0.14% | −236−1.8% | Reduced |
| Waldron Private Wealth LLC | 12,572 | $609.0K | 0.03% | +1,810+16.8% | Added |
| Johnson Investment Counsel Inc | 12,597 | $610.0K | 0.01% | +1,053+9.1% | Added |
| Purus Wealth Management, LLC | 12,610 | $611.0K | 0.42% | +60+0.5% | Added |
| AXS Investments LLC | 12,599 | $611.0K | 0.24% | +2,694+27.2% | Added |
| BKD Wealth Advisors, LLC | 12,621 | $612.0K | 0.03% | +2,871+29.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,738 | $617.0K | 0.03% | +12,738 | New |
| Lakeside Advisors, INC. | 12,758 | $618.0K | 0.47% | −150−1.2% | Reduced |
| Family Legacy, Inc. | 12,800 | $620.0K | 0.26% | 00.0% | Unchanged |
| Equitable Trust Co | 12,815 | $621.0K | 0.04% | +3,680+40.3% | Added |
| Ascent Group, LLC | 12,931 | $627.0K | 0.07% | +157+1.2% | Added |
| Flagship Harbor Advisors, LLC | 12,941 | $627.0K | 0.06% | +163+1.3% | Added |
| Proequities, Inc. | 13,046 | $632.0K | 0.05% | −7,906−37.7% | Reduced |
| Well Done, LLC | 13,065 | $633.0K | 0.13% | 00.0% | Unchanged |
| Gagnon Securities LLC | 13,056 | $633.0K | 0.10% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 13,063 | $633.0K | 0.53% | +1,560+13.6% | Added |
| Blueprint Investment Partners LLC | 13,071 | $633.0K | 0.16% | +1,747+15.4% | Added |
| Lebenthal Global Advisors, LLC | 13,075 | $633.0K | 0.27% | +4,001+44.1% | Added |
| V Wealth Advisors LLC | 13,138 | $636.0K | 0.10% | +7,838+147.9% | Added |
| Weatherly Asset Management L. P. | 13,172 | $638.0K | 0.07% | −200−1.5% | Reduced |
| Welch Group, LLC | 13,190 | $639.0K | 0.04% | +781+6.3% | Added |
| Beach Investment Counsel Inc | 13,239 | $642.0K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 13,244 | $642.0K | 0.36% | +5,996+82.7% | Added |
| Bridgefront Capital, LLC | 13,244 | $642.0K | 0.79% | +7,527+131.7% | Added |
| Madison Wealth Management | 13,281 | $643.0K | 0.14% | +69+0.5% | Added |
| Knuff & Co LLC | 13,304 | $645.0K | 0.23% | −6,696−33.5% | Reduced |
| Gryphon Financial Partners LLC | 13,306 | $645.0K | 0.13% | −497−3.6% | Reduced |
| Journey Strategic Wealth LLC | 13,320 | $646.0K | 0.07% | −859−6.1% | Reduced |
| Axxcess Wealth Management, LLC | 13,396 | $649.0K | 0.05% | +5,813+76.7% | Added |
| Guardian Wealth Management, Inc. | 13,432 | $651.0K | 0.65% | −89−0.7% | Reduced |
| Sheets Smith Wealth Management | 13,470 | $653.0K | 0.09% | −393−2.8% | Reduced |
| Providence Wealth Advisors, LLC | 13,418 | $654.0K | 0.42% | +450+3.5% | Added |
| Corundum Group, Inc. | 13,520 | $655.0K | 0.61% | +13,520 | New |
| RGT Wealth Advisors, LLC | 13,577 | $658.0K | 0.10% | +32+0.2% | Added |
| Simplex Trading, LLC | 13,618 | $659.0K | 0.02% | −392,056−96.6% | Reduced |
| Fulcrum Asset Management LLP | – | $659.0K | 0.19% | – | – |
| Monument Capital Management | 13,599 | $659.0K | 0.21% | −1,022−7.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 13,623 | $660.0K | 0.00% | −262,967−95.1% | Reduced |
| Financial Advisory Corp | 13,613 | $660.0K | 0.35% | −1,977−12.7% | Reduced |
| Sawtooth Solutions, LLC | 13,658 | $662.0K | 0.08% | −14,420−51.4% | Reduced |
| Carson Advisory Inc. | 13,725 | $665.0K | 0.66% | −2,387−14.8% | Reduced |
| AIMZ Investment Advisors, LLC | 13,729 | $665.0K | 0.27% | −783−5.4% | Reduced |
| Front Street Capital Management, Inc. | 13,772 | $667.0K | 0.12% | −49−0.4% | Reduced |
| Chilton Capital Management LLC | 13,810 | $669.0K | 0.04% | −193−1.4% | Reduced |
| JFS Wealth Advisors, LLC | 13,802 | $669.0K | 0.06% | +154+1.1% | Added |
| West Bancorporation Inc | 13,847 | $671.0K | 0.42% | +9,914+252.1% | Added |
| Wilson & Boucher Capital Management, LLC | 13,875 | $672.0K | 0.61% | +350+2.6% | Added |
| South State Corp. | 13,894 | $673.0K | 0.05% | −3,677−20.9% | Reduced |
| Osterweis Capital Management Inc | 13,896 | $673.0K | 0.04% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 13,903 | $674.0K | 0.35% | −18,360−56.9% | Reduced |
| Webster Bank, N. A. | 13,913 | $674.0K | 0.08% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 13,907 | $674.0K | 0.40% | +243+1.8% | Added |
| Shakespeare Wealth Management, Inc. | 13,924 | $675.0K | 0.24% | +215+1.6% | Added |
| Fort Sheridan Advisors LLC | 13,945 | $676.0K | 0.20% | +950+7.3% | Added |
| Chicago Trust Co NA | 13,973 | $677.0K | 0.15% | +883+6.7% | Added |
| Fisher Asset Management, LLC | 13,981 | $678.0K | 0.00% | −3,910−21.9% | Reduced |
| Essex Savings Bank | 14,030 | $679.0K | 0.22% | −3,561−20.2% | Reduced |
| FineMark National Bank & Trust | 14,019 | $679.0K | 0.03% | +272+2.0% | Added |
| Pure Financial Advisors, Inc. | 14,041 | $680.0K | 0.03% | +362+2.6% | Added |
| Altfest L J & Co Inc | 14,068 | $682.0K | 0.12% | −1,958−12.2% | Reduced |
| Ibex Wealth Advisors | 14,071 | $682.0K | 0.13% | +14,071 | New |
| Titleist Asset Management, Ltd. | 14,098 | $683.0K | 0.14% | +415+3.0% | Added |
| Sunflower Bank, N.A. | 14,117 | $684.0K | 0.09% | −277−1.9% | Reduced |
| HBK Sorce Advisory LLC | 14,144 | $685.0K | 0.04% | −277−1.9% | Reduced |
| Heritage Wealth Management, LLC | 14,132 | $685.0K | 0.19% | +14,132 | New |
| Stokes Family Office, LLC | 14,163 | $686.0K | 0.09% | +266+1.9% | Added |
| Woodmont Investment Counsel LLC | 14,177 | $687.0K | 0.08% | −746−5.0% | Reduced |
| Triumph Capital Management | 14,204 | $688.0K | 0.30% | −6,361−30.9% | Reduced |
| Kovack Advisors, Inc. | 14,213 | $688.0K | 0.07% | −1,839−11.5% | Reduced |
| Northwest Wealth Management, LLC | 14,245 | $690.0K | 0.34% | +438+3.2% | Added |
| MV Capital Management, Inc. | 14,244 | $690.0K | 0.10% | +583+4.3% | Added |
| Eqis Capital Management, Inc. | 14,261 | $691.0K | 0.06% | −30,195−67.9% | Reduced |
| Econ Financial Services Corp | 14,287 | $692.0K | 0.51% | −3,446−19.4% | Reduced |
| Cardiff Park Advisors, LLC | 14,273 | $692.0K | 0.10% | −162−1.1% | Reduced |
| GoalVest Advisory LLC | 14,294 | $693.0K | 0.39% | +14,294 | New |
| Quadrant Private Wealth Management, LLC | 14,313 | $694.0K | 0.26% | +1,174+8.9% | Added |
| Gradient Investments LLC | 14,343 | $695.0K | 0.02% | −1,728−10.8% | Reduced |
| Sittner & Nelson, LLC | 14,342 | $695.0K | 0.40% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 14,364 | $696.0K | 0.03% | −20,269−58.5% | Reduced |
| LexAurum Advisors, LLC | 14,368 | $696.0K | 0.23% | +8+0.1% | Added |
| StoneX Group Inc. | 14,537 | $704.4K | 0.06% | +301+2.1% | Added |
| FinTrust Capital Advisors, LLC | 14,563 | $706.0K | 0.16% | +9,748+202.5% | Added |
| OneAscent Wealth Management LLC | 14,607 | $708.0K | 0.35% | +14,607 | New |
| Canandaigua National Corp | 14,673 | $711.0K | 0.11% | +1,548+11.8% | Added |
| Personal Capital Advisors Corp | 14,697 | $712.0K | 0.00% | −2,433−14.2% | Reduced |
| Baldwin Brothers Inc | 14,700 | $712.0K | 0.08% | +5,000+51.5% | Added |
| Warren Averett Asset Management, LLC | 14,711 | $713.0K | 0.06% | −131−0.9% | Reduced |
| Summit Trail Advisors, LLC | 14,715 | $713.0K | 0.06% | +7,638+107.9% | Added |
| CSS LLC | 14,730 | $714.0K | 0.03% | −30,000−67.1% | Reduced |
| Keystone Financial Services | 16,253 | $714.0K | 0.41% | −86−0.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 14,735 | $714.0K | 0.03% | +14,735 | New |
| International Assets Investment Management, LLC | 14,800 | $717.0K | 0.13% | +786+5.6% | Added |
| Kathleen S. Wright Associates Inc. | 14,817 | $718.0K | 0.52% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 17,279 | $722.0K | 0.09% | +1,503+9.5% | Added |
| RSM US Wealth Management LLC | 14,918 | $723.0K | 0.04% | −6,895−31.6% | Reduced |
| Icon Wealth Partners, LLC | 14,923 | $723.0K | 0.07% | +8,882+147.0% | Added |