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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 46,826 | $2.27M | 0.03% | +2,579+5.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 46,663 | $2.26M | 0.76% | −595−1.3% | Reduced |
| Snowden Capital Advisors LLC | 46,431 | $2.25M | 0.09% | +40,105+634.0% | Added |
| Buckingham Strategic Wealth, LLC | 46,374 | $2.25M | 0.04% | −70,398−60.3% | Reduced |
| Meeder Asset Management Inc | 46,214 | $2.24M | 0.11% | −54,421−54.1% | Reduced |
| Union Heritage Capital, LLC | 45,970 | $2.23M | 1.24% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 45,930 | $2.23M | 0.18% | +2,047+4.7% | Added |
| Beese Fulmer Investment Management, Inc. | 45,471 | $2.20M | 0.24% | +90.0% | Added |
| Round Hill Asset Management | 45,372 | $2.20M | 1.16% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 45,142 | $2.19M | 1.28% | −374−0.8% | Reduced |
| Mark Stevens | 44,936 | $2.18M | 0.24% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 44,508 | $2.16M | 0.05% | −764−1.7% | Reduced |
| Avantax Planning Partners, Inc. | 44,357 | $2.15M | 0.09% | −2,393−5.1% | Reduced |
| Essex Investment Management Co LLC | 44,277 | $2.15M | 0.27% | −5,723−11.4% | Reduced |
| Diversified Trust Co | 44,295 | $2.15M | 0.07% | +4,846+12.3% | Added |
| Rocky Mountain Advisers, LLC | 44,217 | $2.14M | 2.38% | −108−0.2% | Reduced |
| Lincoln National Corp | 44,052 | $2.13M | 0.04% | +2,034+4.8% | Added |
| Tokio Marine Asset Management Co Ltd | 43,653 | $2.12M | 0.17% | +3,486+8.7% | Added |
| Cypress Wealth Services, LLC | 43,417 | $2.10M | 0.57% | +1,629+3.9% | Added |
| Franklin Street Advisors Inc | 43,133 | $2.09M | 0.17% | +628+1.5% | Added |
| Exane Derivatives | 42,872 | $2.08M | 0.59% | +42,872 | New |
| Resources Investment Advisors, LLC. | 42,835 | $2.08M | 0.08% | +2,113+5.2% | Added |
| HAP Trading, LLC | 42,586 | $2.06M | 0.24% | −503,638−92.2% | Reduced |
| Moody Aldrich Partners LLC | 42,069 | $2.04M | 0.29% | 00.0% | Unchanged |
| Trust Asset Management LLC | 41,970 | $2.03M | 0.25% | +156+0.4% | Added |
| Cohen Investment Advisors LLC | 41,408 | $2.01M | 1.49% | +50+0.1% | Added |
| NBT Bank N A | 41,399 | $2.01M | 0.27% | −890−2.1% | Reduced |
| United Asset Strategies, Inc. | 41,348 | $2.00M | 0.25% | +431+1.1% | Added |
| KG&L Capital Management,LLC | 41,235 | $2.00M | 0.83% | −5,126−11.1% | Reduced |
| Conning Inc. | 40,996 | $1.99M | 0.05% | −4,720−10.3% | Reduced |
| Spire Wealth Management | 40,865 | $1.99M | 0.05% | −7,624−15.7% | Reduced |
| Fiduciary Group LLC | 46,572 | $1.98M | 0.26% | −25,595−35.5% | Reduced |
| Siemens Fonds Invest GmbH | 40,886 | $1.98M | 0.16% | −42,573−51.0% | Reduced |
| Hollow Brook Wealth Management LLC | 40,715 | $1.97M | 0.88% | −209−0.5% | Reduced |
| Triangle Securities Wealth Management | 40,566 | $1.97M | 0.66% | −2,726−6.3% | Reduced |
| Meridian Wealth Partners, LLC | 40,495 | $1.96M | 0.41% | −556−1.4% | Reduced |
| Spears Abacus Advisors LLC | 40,380 | $1.96M | 0.15% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 40,324 | $1.95M | 1.37% | −2,054−4.8% | Reduced |
| Deseret Mutual Benefit Administrators | 40,181 | $1.95M | 0.39% | −12,025−23.0% | Reduced |
| Everett Harris & Co | 40,186 | $1.95M | 0.03% | −100−0.2% | Reduced |
| Gs Investments, Inc. | 42,400 | $1.94M | 1.10% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 40,037 | $1.94M | 0.40% | −9,900−19.8% | Reduced |
| American National Insurance Co | 40,000 | $1.94M | 0.52% | −6,635−14.2% | Reduced |
| Orion Portfolio Solutions, LLC | 39,992 | $1.94M | 0.07% | −762−1.9% | Reduced |
| Heartland Advisors Inc | 39,969 | $1.94M | 0.12% | +657+1.7% | Added |
| Financial Advocates Investment Management | 39,822 | $1.93M | 0.13% | +28,555+253.4% | Added |
| Neville Rodie & Shaw Inc | 39,604 | $1.93M | 0.14% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 39,662 | $1.92M | 0.66% | +39,662 | New |
| Avidian Wealth Solutions, LLC | 39,582 | $1.92M | 0.12% | +5,562+16.3% | Added |
| One Capital Management, LLC | 39,577 | $1.92M | 0.10% | −70−0.2% | Reduced |
| Evercore Wealth Management, LLC | 39,385 | $1.91M | 0.03% | −2,899−6.9% | Reduced |
| CPWM, LLC | 39,367 | $1.91M | 0.14% | +125+0.3% | Added |
| Eagle Rock Investment Company, LLC | 39,272 | $1.90M | 0.40% | −48,082−55.0% | Reduced |
| Johnson Financial Group, Inc. | 39,253 | $1.90M | 0.13% | +32,473+479.0% | Added |
| Global Retirement Partners, LLC | 43,774 | $1.90M | 0.15% | +43,774 | New |
| Enterprise Trust & Investment Co | 38,975 | $1.89M | 0.68% | −1,200−3.0% | Reduced |
| Forum Financial Management, LP | 38,940 | $1.89M | 0.09% | −176−0.4% | Reduced |
| Cornerstone Investment Partners, LLC | 38,763 | $1.88M | 0.11% | −5,110−11.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 38,388 | $1.86M | 0.12% | −455−1.2% | Reduced |
| Stewart & Patten Co LLC | 38,269 | $1.85M | 0.30% | −94,894−71.3% | Reduced |
| Miller Investment Management, LP | 38,182 | $1.85M | 0.29% | 00.0% | Unchanged |
| Bowling Portfolio Management LLC | 37,973 | $1.84M | 0.40% | −816−2.1% | Reduced |
| Trust Co of Toledo NA | 37,760 | $1.83M | 0.28% | −300−0.8% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $1.82M | 0.10% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 37,465 | $1.82M | 0.03% | +3,868+11.5% | Added |
| Columbus Macro, LLC | 37,395 | $1.81M | 0.62% | −1,975−5.0% | Reduced |
| Bennett Selby Investments LP | 37,307 | $1.81M | 1.09% | +1,543+4.3% | Added |
| Meristem Family Wealth, LLC | 37,251 | $1.80M | 0.20% | −1,754−4.5% | Reduced |
| Qtron Investments LLC | 37,189 | $1.80M | 0.40% | +11,706+45.9% | Added |
| Hedges Asset Management LLC | 37,100 | $1.80M | 1.39% | −1,000−2.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 37,103 | $1.80M | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 37,104 | $1.80M | 0.16% | +204+0.6% | Added |
| American Money Management, LLC | 37,011 | $1.79M | 0.48% | +900+2.5% | Added |
| Auxier Asset Management | 36,837 | $1.78M | 0.28% | 00.0% | Unchanged |
| Cowen and Company, LLC | 36,783 | $1.78M | 0.18% | +8,542+30.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 36,560 | $1.77M | 1.04% | −526−1.4% | Reduced |
| Smith Shellnut Wilson LLC | 36,549 | $1.77M | 0.93% | −504−1.4% | Reduced |
| Hightower 6M Holding, LLC | 36,514 | $1.77M | 0.13% | +36,514 | New |
| Vestmark Advisory Solutions, Inc. | 36,486 | $1.77M | 0.10% | −1,113−3.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,443 | $1.77M | 0.32% | −710−1.9% | Reduced |
| PFS Investments Inc. | 36,283 | $1.76M | 0.03% | −3,220−8.2% | Reduced |
| Brinker Capital Investments, LLC | 36,028 | $1.75M | 0.03% | +700+2.0% | Added |
| Carret Asset Management, LLC | 36,010 | $1.75M | 0.20% | +575+1.6% | Added |
| Bayesian Capital Management, LP | 35,900 | $1.74M | 0.26% | +35,900 | New |
| Marotta Asset Management | 35,829 | $1.74M | 0.40% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 35,753 | $1.73M | 0.16% | +7,964+28.7% | Added |
| Private Trust Co NA | 35,442 | $1.72M | 0.27% | +2,062+6.2% | Added |
| Western Wealth Management, LLC | 35,265 | $1.71M | 0.08% | +18,234+107.1% | Added |
| Cutler Group LP | 35,201 | $1.71M | 0.16% | −158,176−81.8% | Reduced |
| United Fire Group Inc | 35,086 | $1.70M | 0.88% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 34,933 | $1.69M | 0.61% | −4,109−10.5% | Reduced |
| NorthRock Partners, LLC | 34,832 | $1.69M | 0.15% | −1,811−4.9% | Reduced |
| Northwest Capital Management Inc | 34,814 | $1.69M | 0.79% | −408−1.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 34,692 | $1.68M | 0.03% | −4,477−11.4% | Reduced |
| AMG National Trust Bank | 34,681 | $1.68M | 0.05% | −2,276−6.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 34,630 | $1.68M | 0.48% | +4,349+14.4% | Added |
| Trinity Financial Advisors LLC | 34,585 | $1.68M | 1.05% | −1,153−3.2% | Reduced |
| FDx Advisors, Inc. | 34,512 | $1.67M | 0.06% | +5,474+18.9% | Added |
| Virtu Financial LLC | 34,479 | $1.67M | 0.12% | +34,479 | New |
| Ancora Advisors, LLC | 34,467 | $1.67M | 0.04% | −2,693−7.2% | Reduced |