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 |
|---|---|---|---|---|---|
| Financial Advisory Corp | 13,613 | $660.0K | 0.35% | −1,977−12.7% | Reduced |
| 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 |
| RGT Wealth Advisors, LLC | 13,577 | $658.0K | 0.10% | +32+0.2% | Added |
| Corundum Group, Inc. | 13,520 | $655.0K | 0.61% | +13,520 | New |
| Providence Wealth Advisors, LLC | 13,418 | $654.0K | 0.42% | +450+3.5% | Added |
| Sheets Smith Wealth Management | 13,470 | $653.0K | 0.09% | −393−2.8% | Reduced |
| Guardian Wealth Management, Inc. | 13,432 | $651.0K | 0.65% | −89−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 13,396 | $649.0K | 0.05% | +5,813+76.7% | Added |
| Journey Strategic Wealth LLC | 13,320 | $646.0K | 0.07% | −859−6.1% | Reduced |
| 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 |
| Madison Wealth Management | 13,281 | $643.0K | 0.14% | +69+0.5% | 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 |
| Welch Group, LLC | 13,190 | $639.0K | 0.04% | +781+6.3% | Added |
| Weatherly Asset Management L. P. | 13,172 | $638.0K | 0.07% | −200−1.5% | Reduced |
| V Wealth Advisors LLC | 13,138 | $636.0K | 0.10% | +7,838+147.9% | Added |
| 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 |
| Proequities, Inc. | 13,046 | $632.0K | 0.05% | −7,906−37.7% | Reduced |
| 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 |
| Equitable Trust Co | 12,815 | $621.0K | 0.04% | +3,680+40.3% | Added |
| Family Legacy, Inc. | 12,800 | $620.0K | 0.26% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 12,758 | $618.0K | 0.47% | −150−1.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,738 | $617.0K | 0.03% | +12,738 | New |
| BKD Wealth Advisors, LLC | 12,621 | $612.0K | 0.03% | +2,871+29.4% | 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 |
| Johnson Investment Counsel Inc | 12,597 | $610.0K | 0.01% | +1,053+9.1% | Added |
| 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 |
| DMG Group, LLC | 13,118 | $608.0K | 0.68% | −982−7.0% | Reduced |
| EverSource Wealth Advisors, LLC | 12,484 | $605.0K | 0.15% | −102−0.8% | Reduced |
| Hanseatic Management Services Inc | 12,471 | $604.0K | 1.04% | +503+4.2% | Added |
| Burke & Herbert Bank & Trust Co | 12,447 | $603.0K | 0.38% | −834−6.3% | Reduced |
| Continuum Advisory, LLC | 13,737 | $599.0K | 0.11% | +13,737 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 12,334 | $598.0K | 0.23% | −814−6.2% | Reduced |
| Liberty Wealth Management LLC | 12,320 | $597.0K | 0.22% | +34+0.3% | Added |
| 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 |
| Iowa State Bank | 12,286 | $595.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Jacobi Capital Management LLC | 12,241 | $593.0K | 0.07% | +1,401+12.9% | Added |
| Alliance Wealth Advisors, LLC | 12,215 | $592.0K | 0.49% | +1,983+19.4% | Added |
| Boston Common Asset Management, LLC | 12,190 | $591.0K | 0.03% | −1,812−12.9% | Reduced |
| Loomis Sayles & Co L P | 12,156 | $589.0K | 0.00% | −7,476−38.1% | Reduced |
| Total Investment Management Inc | 12,136 | $588.0K | 0.11% | +10+0.1% | Added |
| Hexagon Capital Partners LLC | 12,057 | $584.0K | 0.15% | −57−0.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 12,028 | $583.0K | 0.12% | +41+0.3% | Added |
| Cito Capital Group, LLC | 12,000 | $582.0K | 0.27% | +7,000+140.0% | Added |
| Dumont & Blake Investment Advisors LLC | 11,977 | $580.0K | 0.16% | −13−0.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 11,900 | $577.0K | 0.43% | 00.0% | Unchanged |
| 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 |
| Aull & Monroe Investment Management Corp | 11,829 | $573.0K | 0.26% | +300+2.6% | 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 |
| Hudock, Inc. | 11,743 | $569.0K | 0.16% | +14+0.1% | Added |
| Marietta Investment Partners LLC | 11,700 | $567.0K | 0.13% | 00.0% | Unchanged |
| G&S Capital LLC | 11,671 | $566.0K | 0.30% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,667 | $565.0K | 0.09% | +3,005+34.7% | Added |
| Douglas Lane & Associates, LLC | 11,625 | $563.0K | 0.01% | +748+6.9% | Added |
| Eclectic Associates Inc | 11,602 | $562.0K | 0.36% | +1,467+14.5% | Added |
| State of Wyoming | 11,575 | $561.0K | 0.28% | +1,863+19.2% | Added |
| Surevest, LLC | 11,549 | $560.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| 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 |
| Private Portfolio Partners LLC | 11,475 | $556.1K | 0.14% | +1,203+11.7% | 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 |
| 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 |
| Basepoint Wealth LLC | 11,421 | $553.5K | 0.51% | +1,009+9.7% | Added |
| Wealth Alliance | 11,410 | $553.0K | 0.11% | −783−6.4% | Reduced |
| West Family Investments, Inc. | 11,391 | $552.0K | 0.16% | +1,080+10.5% | Added |
| 9258 Wealth Management, LLC | 11,378 | $551.0K | 0.13% | −495−4.2% | Reduced |
| Vontobel Asset Management Inc | 11,398 | $550.0K | 0.00% | +137+1.2% | Added |
| Aj Wealth Strategies, LLC | 11,313 | $548.0K | 0.03% | +8+0.1% | Added |
| BTR Capital Management Inc | 11,291 | $547.0K | 0.07% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,272 | $546.2K | 0.06% | 00.0% | Unchanged |
| 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 |
| Jacobs & Co | 11,212 | $543.0K | 0.06% | +1,142+11.3% | Added |
| Beaton Management Co. Inc. | 11,193 | $542.0K | 0.33% | +308+2.8% | 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 |