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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 964 | $1.17M | 0.00% | −42−4.2% | Reduced |
| Chilton Capital Management LLC | 951 | $1.16M | 0.07% | −31−3.2% | Reduced |
| LexAurum Advisors, LLC | 923 | $1.12M | 0.42% | +22+2.4% | Added |
| Chicago Partners Investment Group LLC | 867 | $1.10M | 0.08% | +41+5.0% | Added |
| Pennsylvania Capital Management Inc | 902 | $1.10M | 0.58% | +902 | New |
| StoneX Group Inc. | 873 | $1.06M | 0.13% | −32−3.5% | Reduced |
| United Capital Financial Advisers, LLC | 803 | $976.0K | 0.01% | −6−0.7% | Reduced |
| Creative Planning | 802 | $975.0K | 0.00% | −131−14.0% | Reduced |
| Greenwich Wealth Management LLC | 760 | $924.0K | 0.12% | −743−49.4% | Reduced |
| Coastwise Capital Group, LLC | 23,156 | $907.0K | 1.10% | +1,538+7.1% | Added |
| Level Four Advisory Services, LLC | 708 | $861.0K | 0.08% | −6−0.8% | Reduced |
| Ingalls & Snyder LLC | 695 | $845.0K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 81,996 | $841.0K | 0.05% | +62+0.1% | Added |
| Searle & Co. | 675 | $820.0K | 0.32% | +175+35.0% | Added |
| Scotia Capital Inc. | 657 | $799.0K | 0.01% | +187+39.8% | Added |
| Centaurus Financial, Inc. | 647 | $786.0K | 0.08% | −66−9.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 642 | $780.0K | 0.03% | +37+6.1% | Added |
| Bowman & Co S.C. | 629 | $764.0K | 0.67% | +3+0.5% | Added |
| WFA of San Diego, LLC | 603 | $733.0K | 0.63% | −34−5.3% | Reduced |
| Wedbush Securities Inc | 567 | $689.0K | 0.04% | +567 | New |
| Bank of Montreal | 534 | $639.0K | 0.00% | +3+0.6% | Added |
| Independent Wealth Network Inc. | 519 | $631.0K | 0.45% | +3+0.6% | Added |
| UBS Asset Management Americas Inc | – | $607.8K | 0.00% | – | – |
| Fernwood Investment Management, LLC | 492 | $598.0K | 0.26% | −100−16.9% | Reduced |
| Ancora Advisors, LLC | 483 | $587.0K | 0.02% | +48+11.0% | Added |
| Aull & Monroe Investment Management Corp | 451 | $548.0K | 0.28% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $540.0K | 0.30% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 443 | $538.0K | 0.01% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 442 | $537.0K | 0.68% | −21−4.5% | Reduced |
| TCG Advisory Services, LLC | 439 | $534.0K | 0.17% | +439 | New |
| Michael B. Yongue | 420 | $511.0K | 0.45% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 413 | $502.0K | 0.02% | +22+5.6% | Added |
| GWM Advisors LLC | 396 | $481.0K | 0.01% | +396 | New |
| Graypoint LLC | 394 | $479.0K | 0.06% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | – | $477.0K | 0.00% | – | – |
| Edge Capital Group, LLC | 8,791 | $464.0K | 0.04% | +8,466+2,604.9% | Added |
| Brown Advisory Inc | 370 | $447.0K | 0.00% | +370 | New |
| ELCO Management Co., LLC | 360 | $438.0K | 0.36% | −30−7.7% | Reduced |
| Hamel Associates, Inc. | 357 | $434.0K | 0.17% | 00.0% | Unchanged |
| Whittier Trust Co | 355 | $431.0K | 0.01% | −21−5.6% | Reduced |
| Cresset Asset Management, LLC | 352 | $428.0K | 0.01% | +352 | New |
| Glassy Mountain Advisors, Inc. | 349 | $424.0K | 0.25% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 348 | $423.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 344 | $418.0K | 0.00% | +25+7.8% | Added |
| HighTower Advisors, LLC | 332 | $405.0K | 0.00% | −11−3.2% | Reduced |
| Novare Capital Management LLC | 330 | $401.0K | 0.05% | +330 | New |
| The PNC Financial Services Group, Inc. | 327 | $397.0K | 0.00% | −11−3.3% | Reduced |
| NewEdge Wealth, LLC | 324 | $394.0K | 0.02% | +324 | New |
| Quest Investment Management LLC | 321 | $390.0K | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 316 | $382.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 301 | $366.0K | 0.00% | −10−3.2% | Reduced |
| Strategic Advisors LLC | 300 | $365.0K | 0.08% | −51−14.5% | Reduced |
| First Hawaiian Bank | 286 | $348.0K | 0.01% | +286 | New |
| Newman Dignan & Sheerar, Inc. | 262 | $319.0K | 0.11% | +262 | New |
| Wolverine Asset Management LLC | 262 | $316.0K | 0.00% | +6+2.3% | Added |
| IFP Advisors, Inc | 250 | $315.0K | 0.01% | −250−50.0% | Reduced |
| Cetera Advisor Networks LLC | 257 | $313.0K | 0.00% | +45+21.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 250 | $306.0K | 0.04% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 250 | $304.0K | 0.04% | −156−38.4% | Reduced |
| First Horizon Advisors, Inc. | 250 | $304.0K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $304.0K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 247 | $300.0K | 0.02% | +247 | New |
| Steward Partners Investment Advisory, LLC | 244 | $297.0K | 0.01% | +39+19.0% | Added |
| Oberweis Asset Management Inc | 225 | $273.0K | 0.07% | +225 | New |
| Berger Financial Group, Inc | 223 | $271.0K | 0.04% | −20−8.2% | Reduced |
| Cove Street Capital, LLC | 220 | $267.0K | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 220 | $265.0K | 0.06% | 00.0% | Unchanged |
| Smith, Moore & Co. | 218 | $265.0K | 0.04% | +8+3.8% | Added |
| Knightsbridge Asset Management, LLC | 216 | $263.0K | 0.05% | −609−73.8% | Reduced |
| American Century Companies Inc | 208 | $251.0K | 0.00% | −4−1.9% | Reduced |
| Fifth Third Bancorp | 206 | $250.0K | 0.00% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 195 | $248.0K | 0.06% | +195 | New |
| RDA Financial Network | 203 | $247.0K | 0.12% | +203 | New |
| D L Carlson Investment Group Inc | 200 | $243.0K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 195 | $237.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 194 | $236.0K | 0.00% | −200−50.8% | Reduced |
| WealthBridge Capital Management, LLC | 190 | $231.0K | 0.10% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 187 | $227.0K | 0.01% | 00.0% | Unchanged |
| Fore Capital, LLC | 186 | $226.0K | 0.58% | −864−82.3% | Reduced |
| Cordasco Financial Network | 185 | $225.0K | 0.16% | +185 | New |
| Private Trust Co NA | 178 | $216.0K | 0.03% | +24+15.6% | Added |
| Coombe, Bender & Co LLC | 173 | $210.0K | 0.18% | +173 | New |
| Financial Advocates Investment Management | 170 | $207.0K | 0.02% | +170 | New |
| Brown Brothers Harriman & Co | 150 | $182.0K | 0.00% | −17−10.2% | Reduced |
| Pinnacle Financial Partners Inc | 130 | $158.0K | 0.01% | +130 | New |
| Northwestern Mutual Wealth Management Co | 124 | $151.0K | 0.00% | −1,068−89.6% | Reduced |
| Powell Investment Advisors, LLC | 124 | $151.0K | 0.09% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 90 | $109.0K | 0.02% | +90 | New |
| IMA Wealth, Inc. | 85 | $103.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 79 | $96.0K | 0.00% | +79 | New |
| Covington Capital Management | 77 | $93.0K | 0.00% | +1+1.3% | Added |
| Capital Investment Advisory Services, LLC | 70 | $85.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $80.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 63 | $76.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 50 | $61.0K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 46 | $56.0K | 0.03% | −35−43.2% | Reduced |
| Trustcore Financial Services, LLC | 45 | $55.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 44 | $54.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 40 | $49.0K | 0.03% | +40 | New |
| Syverson Strege & Co | 39 | $47.0K | 0.02% | +39 | New |