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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Security National Bank of So Dak | 11,073 | $537.0K | 0.37% | +4,121+59.3% | Added |
| Leisure Capital Management | 11,038 | $535.0K | 0.27% | 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 |
| Terry L. Blaker | 11,000 | $533.0K | 0.04% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 10,969 | $532.0K | 0.11% | +2,265+26.0% | Added |
| Zacks Investment Management | 10,921 | $529.0K | 0.01% | −6,813−38.4% | Reduced |
| 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 |
| BlueCrest Capital Management Ltd | 10,880 | $527.0K | 0.04% | +10,880 | New |
| Stephenson National Bank & Trust | 10,834 | $525.0K | 0.31% | 00.0% | Unchanged |
| 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 |
| 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 |
| Foundations Investment Advisors, LLC | 11,251 | $521.0K | 0.02% | +1,622+16.8% | Added |
| Grove Bank & Trust | 10,689 | $518.0K | 0.10% | +305+2.9% | 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 |
| Cannell Peter B & Co Inc | 10,650 | $516.0K | 0.02% | +350+3.4% | Added |
| Hikari Tsushin, Inc. | 10,631 | $515.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Sippican Capital Advisors | 10,506 | $509.0K | 0.42% | −60−0.6% | Reduced |
| Financial Advisory Service, Inc. | 10,465 | $507.0K | 0.05% | −344−3.2% | 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 |
| Ssi Investment Management LLC | 10,367 | $503.0K | 0.03% | −120−1.1% | Reduced |
| Coastal Bridge Advisors, LLC | 10,363 | $502.0K | 0.12% | −10,479−50.3% | Reduced |
| Waddell & Associates, LLC | 10,339 | $501.0K | 0.08% | −4,300−29.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,303 | $499.0K | 0.01% | −43,346−80.8% | Reduced |
| Anchor Investment Management, LLC | 10,282 | $498.2K | 0.06% | −283−2.7% | Reduced |
| Leonteq Securities AG | 10,239 | $496.2K | 0.02% | −136,270−93.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 10,226 | $496.0K | 0.27% | +2,273+28.6% | Added |
| Vicus Capital | 10,218 | $495.0K | 0.05% | −280−2.7% | Reduced |
| Aspen Investment Management Inc | 10,191 | $494.0K | 0.26% | −438−4.1% | 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 |
| Lauterbach Financial Advisors, LLC | 10,058 | $487.0K | 0.44% | −539−5.1% | Reduced |
| 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 |
| 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 |
| Zuckerman Investment Group, LLC | 9,968 | $483.0K | 0.08% | 00.0% | Unchanged |
| Platform Technology Partners | 9,898 | $480.0K | 0.23% | −112−1.1% | Reduced |
| All Terrain Financial Advisors, LLC | 9,890 | $479.0K | 0.22% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 9,871 | $478.0K | 0.03% | −912−8.5% | Reduced |
| 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 |
| Royal Capital Wealth Management, LLC | 9,796 | $475.0K | 0.46% | +10+0.1% | Added |
| 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 |
| Astrantus Ltd | 9,700 | $470.0K | 0.79% | +9,700 | New |
| Wealthcare Advisory Partners LLC | 9,648 | $468.0K | 0.03% | +1,025+11.9% | Added |
| Zions Bancorporation, N.A. | 9,630 | $467.0K | 0.04% | +1,895+24.5% | Added |
| 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 |
| 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 |
| Exeter Financial, LLC | 9,528 | $462.0K | 0.25% | +28+0.3% | Added |
| Lenox Wealth Advisors, LLC | 9,456 | $461.0K | 0.06% | +9,138+2,873.6% | Added |
| 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 |
| WealthShield Partners, LLC | 9,481 | $459.0K | 0.07% | −1,238−11.5% | Reduced |
| 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 |
| 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 |
| Texas Capital Bancshares Inc | 9,377 | $454.0K | 0.27% | −166−1.7% | Reduced |
| 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 |
| 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 |
| Heritage Investors Management Corp | 9,235 | $448.0K | 0.02% | −215−2.3% | Reduced |
| CX Institutional | 9,233 | $447.0K | 0.04% | +909+10.9% | Added |
| Colonial Trust Advisors | 9,159 | $444.0K | 0.05% | −289−3.1% | Reduced |
| 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 |
| 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 |
| Summit Financial, LLC | 9,076 | $439.8K | 0.03% | +1,995+28.2% | 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 |
| Enterprise Financial Services Corp | 9,013 | $437.0K | 0.07% | +317+3.6% | Added |
| 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 |