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 |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | 8,998 | $436.0K | 0.31% | +253+2.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,977 | $435.0K | 0.10% | −416−4.4% | Reduced |
| 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 |
| 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 |
| Agate Pass Investment Management, LLC | 8,844 | $429.0K | 0.27% | −210−2.3% | 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 |
| West Wealth Group, LLC | 8,823 | $427.0K | 0.17% | −184−2.0% | Reduced |
| Monticello Wealth Management, LLC | 8,779 | $426.0K | 0.04% | +8+0.1% | Added |
| Warther Private Wealth, LLC | 8,677 | $423.0K | 0.28% | +8,677 | New |
| Bailard, Inc. | 8,709 | $422.0K | 0.01% | +279+3.3% | Added |
| Formidable Asset Management, LLC | 8,660 | $420.0K | 0.08% | −484−5.3% | 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 |
| Iron Horse Wealth Management, LLC | 8,595 | $417.0K | 0.23% | −59−0.7% | Reduced |
| Schulhoff & Co Inc | 8,588 | $416.0K | 0.18% | +20.0% | Added |
| Piscataqua Savings Bank | 8,543 | $414.0K | 0.29% | −298−3.4% | Reduced |
| PSI Advisors, LLC | 8,520 | $413.0K | 0.17% | −199−2.3% | Reduced |
| MCF Advisors LLC | 8,497 | $412.0K | 0.04% | +8,497 | New |
| 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 |
| Bollard Group LLC | 8,470 | $410.0K | 0.01% | +41+0.5% | Added |
| 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 |
| 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 |
| Nichols & Pratt Advisers LLP | 8,400 | $407.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Cambridge Advisors Inc. | 8,349 | $405.0K | 0.10% | −3,613−30.2% | Reduced |
| 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 |
| Harbor Investment Advisory, LLC | 8,307 | $403.0K | 0.05% | +911+12.3% | Added |
| Greylin Investment Mangement Inc | 8,295 | $402.0K | 0.07% | −375−4.3% | Reduced |
| 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 |
| Minot Wealth Management LLC | 8,258 | $400.0K | 0.09% | +418+5.3% | Added |
| Crawford Investment Counsel Inc | 8,194 | $397.0K | 0.01% | −230−2.7% | Reduced |
| Lake Street Financial LLC | 8,192 | $397.0K | 0.07% | +739+9.9% | Added |
| Sawgrass Asset Management LLC | 8,150 | $395.0K | 0.04% | +8,150 | New |
| Cidel Asset Management Inc | 8,100 | $393.0K | 0.01% | 00.0% | Unchanged |
| MKT Advisors LLC | 8,919 | $392.0K | 0.30% | −210−2.3% | Reduced |
| Claar Advisors LLC | 8,060 | $391.0K | 0.11% | −1,540−16.0% | Reduced |
| Plancorp, LLC | 8,074 | $391.0K | 0.03% | +38+0.5% | Added |
| Monetary Management Group Inc | 8,047 | $390.0K | 0.10% | 00.0% | Unchanged |
| Nwam LLC | 8,058 | $390.0K | 0.03% | +1,164+16.9% | Added |
| Ethic Inc. | 8,052 | $390.0K | 0.03% | +1,728+27.3% | Added |
| Cutler Investment Counsel LLC | 8,047 | $390.0K | 0.05% | +8,047 | New |
| Blueshift Asset Management, LLC | 7,998 | $388.0K | 0.04% | −112,737−93.4% | Reduced |
| Tributary Capital Management, LLC | 8,000 | $388.0K | 0.03% | −200−2.4% | Reduced |
| Washington Capital Management Inc | 8,000 | $387.7K | 0.32% | 00.0% | Unchanged |
| Planning Center, Inc. | 7,981 | $387.0K | 1.11% | 00.0% | Unchanged |
| Trust Co of Virginia | 7,993 | $387.0K | 0.04% | −850−9.6% | Reduced |
| Court Place Advisors, LLC | 7,979 | $387.0K | 0.12% | −600−7.0% | Reduced |
| Successful Portfolios LLC | 7,981 | $387.0K | 0.22% | −243−3.0% | Reduced |
| Solidarilty Wealth, LLC | 8,085 | $387.0K | 0.22% | +8,085 | New |
| Silverlake Wealth Management LLC | 7,965 | $386.0K | 0.22% | −417−5.0% | Reduced |
| Smith, Moore & Co. | 7,948 | $385.0K | 0.05% | −1,000−11.2% | Reduced |
| Lindbrook Capital, LLC | 7,942 | $385.0K | 0.06% | −47−0.6% | Reduced |
| First Citizens Financial Corp | 7,948 | $385.0K | 0.29% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 7,931 | $384.0K | 0.00% | −1,147−12.6% | Reduced |
| Mycio Wealth Partners, LLC | 7,894 | $383.0K | 0.12% | −389−4.7% | Reduced |
| Valmark Advisers, Inc. | 7,888 | $382.0K | 0.01% | +87+1.1% | Added |
| Pin Oak Investment Advisors Inc | 7,861 | $381.0K | 0.41% | −435−5.2% | Reduced |
| Avion Wealth | 7,863 | $381.0K | 0.11% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 7,859 | $381.0K | 0.02% | +333+4.4% | Added |
| K.J. Harrison & Partners Inc | 7,863 | $381.0K | 0.06% | +7,863 | New |
| Clear Creek Financial Management, LLC | 7,856 | $381.0K | 0.06% | +7,856 | New |
| PrairieView Partners, LLC | 7,843 | $380.0K | 0.05% | +150+1.9% | Added |
| Washington Trust Advisors, Inc. | 7,821 | $379.0K | 0.03% | −1,696−17.8% | Reduced |
| Weil Company, Inc. | 7,809 | $378.0K | 0.19% | −4,940−38.7% | Reduced |
| Campion Asset Management LLC | 7,790 | $378.0K | 0.32% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 7,783 | $377.0K | 0.49% | −4,397−36.1% | Reduced |
| E Fund Management Co., Ltd. | 7,778 | $377.0K | 0.01% | −1,035−11.7% | Reduced |
| MBL Wealth, LLC | 7,785 | $377.0K | 0.09% | +7,785 | New |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $376.0K | 0.10% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 7,762 | $376.0K | 0.07% | +173+2.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,751 | $376.0K | 0.16% | +293+3.9% | Added |
| Patton Albertson Miller Group, LLC | 7,710 | $374.0K | 0.06% | +202+2.7% | Added |
| Personal Cfo Solutions, LLC | 7,720 | $374.0K | 0.07% | +3,492+82.6% | Added |
| HYA Advisors, Inc | 7,706 | $373.0K | 0.13% | −93−1.2% | Reduced |
| Private Capital Group, LLC | 7,689 | $373.0K | 0.08% | −81−1.0% | Reduced |
| E&G Advisors, LP | 7,688 | $373.0K | 0.10% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 7,700 | $373.0K | 0.12% | +100+1.3% | Added |
| Summit X, LLC | 7,680 | $372.0K | 0.09% | +277+3.7% | Added |
| Evolution Advisers, Inc. | 7,627 | $369.0K | 0.27% | −40−0.5% | Reduced |
| Ballast, Inc. | 7,596 | $368.0K | 0.14% | +39+0.5% | Added |
| Wealth Architects, LLC | 7,569 | $367.0K | 0.06% | +299+4.1% | Added |
| DRW Securities, LLC | 7,545 | $366.0K | 0.09% | −689−8.4% | Reduced |
| Arrow Financial Corp | 7,560 | $366.0K | 0.04% | −140−1.8% | Reduced |
| Founders Financial Alliance, LLC | 7,507 | $364.0K | 0.16% | −37−0.5% | Reduced |
| Intrust Bank NA | 7,500 | $364.0K | 0.05% | +60+0.8% | Added |
| Magnolia Capital Management Ltd | 7,500 | $363.0K | 0.30% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,473 | $362.0K | 0.15% | −10.0% | Reduced |
| US Financial Advisors, LLC | 7,461 | $362.0K | 0.17% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 7,444 | $361.0K | 0.06% | −1,942−20.7% | Reduced |