Wells Fargo & Company
WFC.PL- 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; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Wells Fargo & Company as of Jun 30, 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
- 234
- +25 vs. Q1 2022
- Shares held
- 3.54M
- +1.48M (+71.8%) vs. Q1 2022
- Total value
- $2.40B
- −$211.0M (−8.1%) vs. Q1 2022
- New holders
- 39
- 55 more added
- Sold out
- 14
- 66 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC.PL 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 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Graypoint LLC | 394 | $479.0K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 396 | $481.0K | 0.01% | +396 | New |
| Resources Investment Advisors, LLC. | 413 | $502.0K | 0.02% | +22+5.6% | Added |
| Michael B. Yongue | 420 | $511.0K | 0.45% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 439 | $534.0K | 0.17% | +439 | New |
| Crew Capital Management, Ltd. | 442 | $537.0K | 0.68% | −21−4.5% | Reduced |
| D.A. Davidson & Co. | 443 | $538.0K | 0.01% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $540.0K | 0.30% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 451 | $548.0K | 0.28% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 483 | $587.0K | 0.02% | +48+11.0% | Added |
| Fernwood Investment Management, LLC | 492 | $598.0K | 0.26% | −100−16.9% | Reduced |
| UBS Asset Management Americas Inc | – | $607.8K | 0.00% | – | – |
| Independent Wealth Network Inc. | 519 | $631.0K | 0.45% | +3+0.6% | Added |
| Bank of Montreal | 534 | $639.0K | 0.00% | +3+0.6% | Added |
| Wedbush Securities Inc | 567 | $689.0K | 0.04% | +567 | New |
| WFA of San Diego, LLC | 603 | $733.0K | 0.63% | −34−5.3% | Reduced |
| Bowman & Co S.C. | 629 | $764.0K | 0.67% | +3+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 642 | $780.0K | 0.03% | +37+6.1% | Added |
| Centaurus Financial, Inc. | 647 | $786.0K | 0.08% | −66−9.3% | Reduced |
| Scotia Capital Inc. | 657 | $799.0K | 0.01% | +187+39.8% | Added |
| Searle & Co. | 675 | $820.0K | 0.32% | +175+35.0% | Added |
| Valeo Financial Advisors, LLC | 81,996 | $841.0K | 0.05% | +62+0.1% | Added |
| Ingalls & Snyder LLC | 695 | $845.0K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 708 | $861.0K | 0.08% | −6−0.8% | Reduced |
| Coastwise Capital Group, LLC | 23,156 | $907.0K | 1.10% | +1,538+7.1% | Added |
| Greenwich Wealth Management LLC | 760 | $924.0K | 0.12% | −743−49.4% | Reduced |
| Creative Planning | 802 | $975.0K | 0.00% | −131−14.0% | Reduced |
| United Capital Financial Advisers, LLC | 803 | $976.0K | 0.01% | −6−0.7% | Reduced |
| StoneX Group Inc. | 873 | $1.06M | 0.13% | −32−3.5% | Reduced |
| Pennsylvania Capital Management Inc | 902 | $1.10M | 0.58% | +902 | New |
| Chicago Partners Investment Group LLC | 867 | $1.10M | 0.08% | +41+5.0% | Added |
| LexAurum Advisors, LLC | 923 | $1.12M | 0.42% | +22+2.4% | Added |
| Chilton Capital Management LLC | 951 | $1.16M | 0.07% | −31−3.2% | Reduced |
| Ameriprise Financial Inc | 964 | $1.17M | 0.00% | −42−4.2% | Reduced |
| Seelaus Asset Management LLC | 980 | $1.19M | 0.88% | −25−2.5% | Reduced |
| Seven Springs Wealth Group, LLC | 999 | $1.21M | 0.61% | +999 | New |
| Kestra Advisory Services, LLC | 1,013 | $1.23M | 0.01% | +249+32.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,028 | $1.25M | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,119 | $1.35M | 0.37% | −15−1.3% | Reduced |
| National Bank of Canada | 1,139 | $1.38M | 0.01% | −1−0.1% | Reduced |
| Cohen & Steers, Inc. | 1,150 | $1.40M | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,240 | $1.51M | 0.10% | −50−3.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,253 | $1.52M | 0.00% | +5+0.4% | Added |
| Van Hulzen Asset Management, LLC | 1,262 | $1.53M | 0.18% | −47−3.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,270 | $1.54M | 0.01% | +3+0.2% | Added |
| Schnieders Capital Management LLC | 1,290 | $1.57M | 0.47% | +196+17.9% | Added |
| Chilton Investment Co LLC | 1,300 | $1.58M | 0.04% | 00.0% | Unchanged |
| Citizens Business Bank | 1,335 | $1.62M | 0.23% | 00.0% | Unchanged |
| SEI Investments Co | 1,399 | $1.70M | 0.00% | +112+8.7% | Added |
| Income Research & Management | 1,425 | $1.72M | 0.74% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,459 | $1.77M | 0.28% | −55−3.6% | Reduced |
| Russell Investments Group, Ltd. | 1,482,000 | $1.80M | 0.00% | +1,482,000 | New |
| Founders Capital Management, LLC | 1,522 | $1.85M | 0.47% | −148−8.9% | Reduced |
| Truist Financial Corp | 1,547 | $1.88M | 0.00% | −85−5.2% | Reduced |
| Bowie Capital Management, LLC | 1,600 | $1.95M | 0.30% | 00.0% | Unchanged |
| Surevest, LLC | 1,631 | $1.98M | 0.52% | +1,631 | New |
| US Bancorp | 1,664 | $2.02M | 0.00% | +299+21.9% | Added |
| CSM Advisors, LLC | 1,750 | $2.13M | 0.20% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,909 | $2.32M | 0.00% | +1,909 | New |
| Macquarie Group Ltd | 1,948 | $2.36M | 0.00% | 00.0% | Unchanged |
| Jefferies Group LLC | 1,970 | $2.39M | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,187 | $2.66M | 0.01% | +446+25.6% | Added |
| Everett Harris & Co | 2,208 | $2.68M | 0.05% | −210−8.7% | Reduced |
| Bessemer Group Inc | 2,271 | $2.76M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 2,339 | $2.84M | 0.00% | −179−7.1% | Reduced |
| Ulland Investment Advisors, LLC | 2,358 | $2.87M | 2.93% | −3,470−59.5% | Reduced |
| Phraction Management LLC | 2,533 | $3.08M | 2.04% | +1,660+190.1% | Added |
| Keystone Financial Group | 2,544 | $3.09M | 0.61% | +2,544 | New |
| Laffer Tengler Investments | 2,526 | $3.09M | 1.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,587 | $3.11M | 0.01% | +2,587 | New |
| Wittenberg Investment Management, Inc. | 2,727 | $3.31M | 1.40% | −12−0.4% | Reduced |
| Summitry LLC | 2,779 | $3.38M | 0.25% | −415−13.0% | Reduced |
| SG Americas Securities, LLC | 3,000 | $3.65M | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 3,020 | $3.67M | 0.16% | −56−1.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,093 | $3.76M | 0.31% | +10+0.3% | Added |
| LPL Financial LLC | 3,129 | $3.80M | 0.00% | +3,129 | New |
| Edgemoor Investment Advisors, Inc. | 3,403 | $4.14M | 0.52% | −43−1.2% | Reduced |
| Wells Fargo & Company | 3,449 | $4.19M | 0.00% | −229−6.2% | Reduced |
| Rational Advisors LLC | 3,483 | $4.23M | 0.30% | +1,800+107.0% | Added |
| Goldman Sachs Group Inc | 3,545 | $4.27M | 0.00% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 3,554 | $4.32M | 2.05% | +43+1.2% | Added |
| Crawford Investment Counsel Inc | 3,683 | $4.44M | 0.10% | +30+0.8% | Added |
| Commonwealth Equity Services, LLC | 3,792 | $4.61M | 0.01% | +28+0.7% | Added |
| Artemis Wealth Advisors, LLC | 4,497 | $5.47M | 1.50% | +4,497 | New |
| Richard C. Young & CO., LTD. | 4,612 | $5.61M | 0.73% | −75−1.6% | Reduced |
| Stratos Wealth Partners, LTD. | 4,767 | $5.79M | 0.15% | +2,310+94.0% | Added |
| Baird Financial Group, Inc. | 5,050 | $6.14M | 0.02% | −269−5.1% | Reduced |
| Jane Street Group, LLC | 5,400 | $6.56M | 0.01% | +2,751+103.9% | Added |
| Stifel Financial Corp | 5,806 | $7.04M | 0.01% | −356−5.8% | Reduced |
| Western Asset Management Company, LLC | 5,865 | $7.13M | 3.06% | −1,000−14.6% | Reduced |
| Neuberger Berman Group LLC | 5,870 | $7.13M | 0.01% | −21−0.4% | Reduced |
| Norris Perne & French LLP | 5,920 | $7.20M | 0.69% | +33+0.6% | Added |
| Ssi Investment Management LLC | 6,240 | $7.52M | 0.47% | +3,943+171.7% | Added |
| Raymond James & Associates | 6,312 | $7.67M | 0.01% | −7,893−55.6% | Reduced |
| Conning Inc. | 7,105 | $8.64M | 0.26% | 00.0% | Unchanged |
| UBS Group AG | 7,148 | $8.69M | 0.00% | −1,519−17.5% | Reduced |
| AEGON USA Investment Management, LLC | 8,000 | $9.66M | 5.20% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,998 | $10.9M | 0.03% | +8,998 | New |
| RB Capital Management, LLC | 9,235 | $11.2M | 4.18% | +295+3.3% | Added |
| Citigroup Inc | 9,286 | $11.3M | 0.02% | +5,112+122.5% | Added |