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.
Q3 2022 vs. Q2 2022
How the institutions holding Wells Fargo & Company changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 234 | 3 | 232 | +1 |
| Shares | 3.54M | 541 | 3.36M | −186.3K (−5.3%) |
| Value | $2.40B | $658.0K | $2.85B | +$452.1M (+18.8%) |
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Wells Fargo & Company at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Connectus Wealth, LLC | 31,931 | $37.3M | 0.78% |
| Penn Mutual Asset Management, LLC | 6,000 | $7.22M | 9.45% |
| Mariner, LLC | 4,535 | $5.46M | 0.02% |
| Marathon Capital Management | 1,533 | $1.85M | 0.53% |
| Captrust Financial Advisors | 922 | $1.10M | 0.01% |
| Private Advisor Group, LLC | 259 | $311.0K | 0.00% |
| Mercer Global Advisors Inc | 249 | $300.0K | 0.00% |
| Gries Financial LLC | 199 | $240.0K | 0.10% |
| Obermeyer Wood Investment Counsel, LLLP | 191 | $230.0K | 0.02% |
| Arete Wealth Advisors, LLC | 188 | $226.0K | 0.02% |
| JFS Wealth Advisors, LLC | 20 | $24.0K | 0.00% |
| Sugarloaf Wealth Management, LLC | 19 | $23.0K | 0.01% |
| Quent Capital, LLC | 17 | $20.0K | 0.00% |
| Central Trust Co | 10 | $12.0K | 0.00% |
| GHP Investment Advisors, Inc. | 6 | $7.00K | 0.00% |
| Hudock, Inc. | 5 | $6.00K | 0.00% |
| Asset Dedication, LLC | 3 | $4.00K | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $2.00K | 0.00% |
Sold out (17)
Institutions that held Wells Fargo & Company at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Citizens Business Bank | 1,335 | $1.62M |
| Novare Capital Management LLC | 330 | $401.0K |
| Oberweis Asset Management Inc | 225 | $273.0K |
| Ameritas Advisory Services, LLC | 195 | $237.0K |
| Susquehanna International Group, LLP | 194 | $236.0K |
| Fore Capital, LLC | 186 | $226.0K |
| Syverson Strege & Co | 39 | $47.0K |
| Baron Financial Group, LLC | 30 | $36.5K |
| Cambridge Trust Co | 25 | $30.0K |
| Vectors Research Management, LLC | 25 | $30.0K |
| Geneos Wealth Management Inc. | 20 | $24.0K |
| Townsend Asset Management Corp | 10 | $12.0K |
| M&R Capital Management Inc | 10 | $12.0K |
| Lazard Asset Management LLC | 986 | $11.0K |
| Concord Wealth Partners | 5 | $6.00K |
| Lakeview Capital Partners, LLC | 2 | $2.00K |
| Piper Sandler & Co. | 1 | $1.00K |
Not filed for Q3 2022 yet (3)
Institutions that held Wells Fargo & Company at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Glassy Mountain Advisors, Inc. | 349 | $424.0K |
| Cordasco Financial Network | 185 | $225.0K |
| HC Financial Advisors Inc | 7 | $9.00K |