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, Q3 2022
Institutional positions in Wells Fargo & Company as of Sep 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
- 232
- +1 vs. Q2 2022
- Shares held
- 3.36M
- −186.3K (−5.3%) vs. Q2 2022
- Total value
- $2.85B
- +$452.1M (+18.8%) vs. Q2 2022
- New holders
- 18
- 72 more added
- Sold out
- 17
- 60 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 483 | $582.0K | 0.02% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 492 | $592.0K | 0.25% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | – | $602.0K | 0.00% | – | – |
| First Hawaiian Bank | 514 | $619.0K | 0.02% | +228+79.7% | Added |
| Independent Wealth Network Inc. | 519 | $625.0K | 0.49% | 00.0% | Unchanged |
| Citadel Advisors LLC | 591 | $695.0K | 0.00% | +275+87.0% | Added |
| WFA of San Diego, LLC | 593 | $714.0K | 0.64% | −10−1.7% | Reduced |
| Wedbush Securities Inc | 605 | $728.0K | 0.04% | +38+6.7% | Added |
| Bowman & Co S.C. | 633 | $762.0K | 0.69% | +4+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 642 | $773.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 647 | $779.0K | 0.08% | 00.0% | Unchanged |
| Searle & Co. | 675 | $813.0K | 0.31% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 677 | $815.0K | 0.05% | −18−2.6% | Reduced |
| Greenwich Wealth Management LLC | 694 | $836.0K | 0.09% | −66−8.7% | Reduced |
| Level Four Advisory Services, LLC | 708 | $852.0K | 0.08% | 00.0% | Unchanged |
| Scotia Capital Inc. | 712 | $857.0K | 0.01% | +55+8.4% | Added |
| Creative Planning | 725 | $873.0K | 0.00% | −77−9.6% | Reduced |
| Coastwise Capital Group, LLC | 21,849 | $879.0K | 1.39% | −1,307−5.6% | Reduced |
| Valeo Financial Advisors, LLC | 82,077 | $931.0K | 0.06% | +81+0.1% | Added |
| United Capital Financial Advisers, LLC | 830 | $999.0K | 0.01% | +27+3.4% | Added |
| Chilton Capital Management LLC | 836 | $1.01M | 0.07% | −115−12.1% | Reduced |
| Bank of Montreal | 878 | $1.03M | 0.00% | +344+64.4% | Added |
| Chicago Partners Investment Group LLC | 917 | $1.04M | 0.07% | +50+5.8% | Added |
| StoneX Group Inc. | 881 | $1.06M | 0.15% | +8+0.9% | Added |
| Russell Investments Group, Ltd. | 900,000 | $1.08M | 0.00% | −582,000−39.3% | Reduced |
| Pennsylvania Capital Management Inc | 902 | $1.09M | 0.60% | 00.0% | Unchanged |
| Captrust Financial Advisors | 922 | $1.10M | 0.01% | +922 | New |
| LexAurum Advisors, LLC | 964 | $1.16M | 0.45% | +41+4.4% | Added |
| Seelaus Asset Management LLC | 968 | $1.17M | 0.93% | −12−1.2% | Reduced |
| Seven Springs Wealth Group, LLC | 1,035 | $1.25M | 0.68% | +36+3.6% | Added |
| Ameriprise Financial Inc | 1,065 | $1.28M | 0.00% | +101+10.5% | Added |
| Kelly Lawrence W & Associates Inc | 1,134 | $1.32M | 0.37% | +15+1.3% | Added |
| National Bank of Canada | 1,153 | $1.37M | 0.01% | +14+1.2% | Added |
| Cohen & Steers, Inc. | 1,150 | $1.39M | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,240 | $1.49M | 0.10% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,257 | $1.51M | 0.19% | −5−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,256 | $1.51M | 0.00% | +3+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,258 | $1.51M | 0.02% | +230+22.4% | Added |
| Rockefeller Capital Management L.P. | 1,270 | $1.53M | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,271 | $1.53M | 0.25% | −188−12.9% | Reduced |
| Chilton Investment Co LLC | 1,300 | $1.56M | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 1,383 | $1.67M | 0.00% | −164−10.6% | Reduced |
| Income Research & Management | 1,425 | $1.67M | 0.78% | 00.0% | Unchanged |
| US Bancorp | 1,453 | $1.75M | 0.00% | −211−12.7% | Reduced |
| SEI Investments Co | 1,458 | $1.75M | 0.00% | +59+4.2% | Added |
| Founders Capital Management, LLC | 1,469 | $1.77M | 0.50% | −53−3.5% | Reduced |
| Marathon Capital Management | 1,533 | $1.85M | 0.53% | +1,533 | New |
| Schnieders Capital Management LLC | 1,600 | $1.93M | 0.51% | +310+24.0% | Added |
| Bowie Capital Management, LLC | 1,600 | $1.93M | 0.30% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 1,605 | $1.93M | 0.41% | +1,389+643.1% | Added |
| Ulland Investment Advisors, LLC | 1,643 | $1.98M | 2.16% | −715−30.3% | Reduced |
| Surevest, LLC | 1,716 | $2.07M | 0.56% | +85+5.2% | Added |
| CSM Advisors, LLC | 1,750 | $2.11M | 0.23% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,886 | $2.27M | 0.00% | −3,514−65.1% | Reduced |
| Wellington Management Group LLP | 1,909 | $2.30M | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,948 | $2.31M | 0.00% | 00.0% | Unchanged |
| Jefferies Group LLC | 1,970 | $2.37M | 0.07% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 2,001 | $2.41M | 0.00% | −338−14.5% | Reduced |
| Everett Harris & Co | 2,061 | $2.46M | 0.05% | −147−6.7% | Reduced |
| Bessemer Group Inc | 2,271 | $2.73M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,286 | $2.76M | 0.01% | +99+4.5% | Added |
| Laffer Tengler Investments | 2,432 | $2.88M | 1.06% | −94−3.7% | Reduced |
| Keystone Financial Group | 2,552 | $3.07M | 0.62% | +8+0.3% | Added |
| Summitry LLC | 2,556 | $3.08M | 0.23% | −223−8.0% | Reduced |
| Janney Montgomery Scott LLC | 2,600 | $3.13M | 0.01% | +13+0.5% | Added |
| Wittenberg Investment Management, Inc. | 2,717 | $3.27M | 1.39% | −10−0.4% | Reduced |
| SG Americas Securities, LLC | 3,000 | $3.61M | 0.06% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 3,018 | $3.63M | 0.32% | −75−2.4% | Reduced |
| LPL Financial LLC | 3,134 | $3.77M | 0.00% | +5+0.2% | Added |
| First Foundation Advisors | 3,172 | $3.82M | 0.19% | +152+5.0% | Added |
| Phraction Management LLC | 3,243 | $3.90M | 2.94% | +710+28.0% | Added |
| Kestra Advisory Services, LLC | 3,391 | $4.08M | 0.04% | +2,378+234.7% | Added |
| Wells Fargo & Company | 3,451 | $4.16M | 0.00% | +2+0.1% | Added |
| Goldman Sachs Group Inc | 3,571 | $4.17M | 0.00% | +26+0.7% | Added |
| Edgemoor Investment Advisors, Inc. | 3,530 | $4.25M | 0.57% | +127+3.7% | Added |
| Hudson Capital Management LLC | 3,559 | $4.29M | 2.13% | +5+0.1% | Added |
| Crawford Investment Counsel Inc | 3,699 | $4.32M | 0.10% | +16+0.4% | Added |
| Commonwealth Equity Services, LLC | 3,906 | $4.70M | 0.01% | +114+3.0% | Added |
| Stratos Wealth Partners, LTD. | 4,094 | $4.93M | 0.14% | −673−14.1% | Reduced |
| Rational Advisors LLC | 4,183 | $5.04M | 0.40% | +700+20.1% | Added |
| Artemis Wealth Advisors, LLC | 4,500 | $5.41M | 1.42% | +3+0.1% | Added |
| Mariner, LLC | 4,535 | $5.46M | 0.02% | +4,535 | New |
| Richard C. Young & CO., LTD. | 4,585 | $5.52M | 0.84% | −27−0.6% | Reduced |
| Baird Financial Group, Inc. | 4,868 | $5.86M | 0.02% | −182−3.6% | Reduced |
| Neuberger Berman Group LLC | 5,206 | $6.27M | 0.01% | −664−11.3% | Reduced |
| Raymond James & Associates | 5,437 | $6.55M | 0.01% | −875−13.9% | Reduced |
| Stifel Financial Corp | 5,524 | $6.61M | 0.01% | −282−4.9% | Reduced |
| Western Asset Management Company, LLC | 5,865 | $7.06M | 3.17% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 6,000 | $7.22M | 9.45% | +6,000 | New |
| Norris Perne & French LLP | 6,218 | $7.49M | 0.78% | +298+5.0% | Added |
| Eaton Vance Management | 7,076 | $8.28M | 0.01% | −25,673−78.4% | Reduced |
| Conning Inc. | 7,105 | $8.55M | 0.30% | 00.0% | Unchanged |
| UBS Group AG | 7,553 | $9.09M | 0.01% | +405+5.7% | Added |
| AEGON USA Investment Management, LLC | 8,000 | $9.37M | 5.47% | 00.0% | Unchanged |
| Citigroup Inc | 8,366 | $10.1M | 0.01% | −920−9.9% | Reduced |
| JPMorgan Chase & Co | 9,239 | $11.1M | 0.00% | −4,864−34.5% | Reduced |
| RB Capital Management, LLC | 9,396 | $11.3M | 4.34% | +161+1.7% | Added |
| Calamos Advisors LLC | 9,736 | $11.7M | 0.06% | +19+0.2% | Added |
| Palisade Capital Management LLC | 10,289 | $12.2M | 0.35% | −1,955−16.0% | Reduced |
| New York State Common Retirement Fund | 10,642 | $12.8M | 0.02% | +1,342+14.4% | Added |