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 |
|---|---|---|---|---|---|
| Kelly Lawrence W & Associates Inc | 1,134 | $1.32M | 0.37% | +15+1.3% | Added |
| Ameriprise Financial Inc | 1,065 | $1.28M | 0.00% | +101+10.5% | Added |
| Seven Springs Wealth Group, LLC | 1,035 | $1.25M | 0.68% | +36+3.6% | Added |
| Seelaus Asset Management LLC | 968 | $1.17M | 0.93% | −12−1.2% | Reduced |
| LexAurum Advisors, LLC | 964 | $1.16M | 0.45% | +41+4.4% | Added |
| Captrust Financial Advisors | 922 | $1.10M | 0.01% | +922 | New |
| Pennsylvania Capital Management Inc | 902 | $1.09M | 0.60% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 900,000 | $1.08M | 0.00% | −582,000−39.3% | Reduced |
| StoneX Group Inc. | 881 | $1.06M | 0.15% | +8+0.9% | Added |
| Chicago Partners Investment Group LLC | 917 | $1.04M | 0.07% | +50+5.8% | Added |
| Bank of Montreal | 878 | $1.03M | 0.00% | +344+64.4% | Added |
| Chilton Capital Management LLC | 836 | $1.01M | 0.07% | −115−12.1% | Reduced |
| United Capital Financial Advisers, LLC | 830 | $999.0K | 0.01% | +27+3.4% | Added |
| Valeo Financial Advisors, LLC | 82,077 | $931.0K | 0.06% | +81+0.1% | Added |
| Coastwise Capital Group, LLC | 21,849 | $879.0K | 1.39% | −1,307−5.6% | Reduced |
| Creative Planning | 725 | $873.0K | 0.00% | −77−9.6% | Reduced |
| Scotia Capital Inc. | 712 | $857.0K | 0.01% | +55+8.4% | Added |
| Level Four Advisory Services, LLC | 708 | $852.0K | 0.08% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 694 | $836.0K | 0.09% | −66−8.7% | Reduced |
| Ingalls & Snyder LLC | 677 | $815.0K | 0.05% | −18−2.6% | Reduced |
| Searle & Co. | 675 | $813.0K | 0.31% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 647 | $779.0K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 642 | $773.0K | 0.03% | 00.0% | Unchanged |
| Bowman & Co S.C. | 633 | $762.0K | 0.69% | +4+0.6% | Added |
| Wedbush Securities Inc | 605 | $728.0K | 0.04% | +38+6.7% | Added |
| WFA of San Diego, LLC | 593 | $714.0K | 0.64% | −10−1.7% | Reduced |
| Citadel Advisors LLC | 591 | $695.0K | 0.00% | +275+87.0% | Added |
| Independent Wealth Network Inc. | 519 | $625.0K | 0.49% | 00.0% | Unchanged |
| First Hawaiian Bank | 514 | $619.0K | 0.02% | +228+79.7% | Added |
| UBS Asset Management Americas Inc | – | $602.0K | 0.00% | – | – |
| Fernwood Investment Management, LLC | 492 | $592.0K | 0.25% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 483 | $582.0K | 0.02% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 451 | $543.0K | 0.30% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $535.0K | 0.35% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 440 | $530.0K | 0.16% | +1+0.2% | Added |
| Crew Capital Management, Ltd. | 437 | $526.0K | 0.72% | −5−1.1% | Reduced |
| Graypoint LLC | 424 | $510.0K | 0.07% | +30+7.6% | Added |
| Blair William & Co | 421 | $507.0K | 0.00% | +120+39.9% | Added |
| Resources Investment Advisors, LLC. | 413 | $497.0K | 0.02% | 00.0% | Unchanged |
| Michael B. Yongue | 410 | $494.0K | 0.49% | −10−2.4% | Reduced |
| NewEdge Wealth, LLC | 400 | $482.0K | 0.02% | +76+23.5% | Added |
| Vestmark Advisory Solutions, Inc. | 400 | $482.0K | 0.03% | +153+61.9% | Added |
| D.A. Davidson & Co. | 387 | $465.0K | 0.01% | −56−12.6% | Reduced |
| Nuveen Asset Management, LLC | – | $456.0K | 0.00% | – | – |
| Cresset Asset Management, LLC | 362 | $436.0K | 0.01% | +10+2.8% | Added |
| Edge Capital Group, LLC | 365 | $435.0K | 0.04% | −8,426−95.8% | Reduced |
| Brown Advisory Inc | 370 | $433.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 355 | $427.0K | 0.01% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 350 | $421.0K | 0.34% | −10−2.8% | Reduced |
| Northeast Financial Consultants Inc | 348 | $419.0K | 0.03% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 345 | $415.0K | 0.16% | −12−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 337 | $406.0K | 0.00% | +10+3.1% | Added |
| HighTower Advisors, LLC | 334 | $403.0K | 0.00% | +2+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 326 | $393.0K | 0.00% | −18−5.2% | Reduced |
| Quest Investment Management LLC | 321 | $386.0K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 319 | $384.0K | 0.01% | −77−19.4% | Reduced |
| Strategic Advisors LLC | 301 | $362.0K | 0.08% | +1+0.3% | Added |
| Cetera Advisor Networks LLC | 273 | $329.0K | 0.00% | +16+6.2% | Added |
| Newman Dignan & Sheerar, Inc. | 265 | $319.0K | 0.12% | +3+1.1% | Added |
| IFP Advisors, Inc | 253 | $319.0K | 0.01% | +3+1.2% | Added |
| Private Advisor Group, LLC | 259 | $311.0K | 0.00% | +259 | New |
| Gabelli & Co Investment Advisers, Inc. | 250 | $301.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 250 | $301.0K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $301.0K | 0.04% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 250 | $301.0K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 249 | $300.0K | 0.00% | +249 | New |
| Fifth Third Bancorp | 246 | $296.0K | 0.00% | +40+19.4% | Added |
| American Century Companies Inc | 233 | $273.0K | 0.00% | +25+12.0% | Added |
| Berger Financial Group, Inc | 223 | $268.0K | 0.04% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 220 | $265.0K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 218 | $262.0K | 0.04% | 00.0% | Unchanged |
| Montecito Bank & Trust | 220 | $257.0K | 0.07% | 00.0% | Unchanged |
| RDA Financial Network | 203 | $244.0K | 0.13% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 200 | $241.0K | 0.05% | 00.0% | Unchanged |
| Gries Financial LLC | 199 | $240.0K | 0.10% | +199 | New |
| WealthBridge Capital Management, LLC | 190 | $231.0K | 0.10% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 191 | $230.0K | 0.02% | +191 | New |
| Private Trust Co NA | 188 | $226.0K | 0.04% | +10+5.6% | Added |
| Arete Wealth Advisors, LLC | 188 | $226.0K | 0.02% | +188 | New |
| FineMark National Bank & Trust | 187 | $225.0K | 0.01% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 175 | $211.0K | 0.05% | −20−10.3% | Reduced |
| Coombe, Bender & Co LLC | 173 | $208.0K | 0.18% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 174 | $206.0K | 0.00% | −88−33.6% | Reduced |
| Financial Advocates Investment Management | 171 | $205.0K | 0.02% | +1+0.6% | Added |
| Brown Brothers Harriman & Co | 150 | $181.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 130 | $157.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 114 | $137.0K | 0.00% | −130−53.3% | Reduced |
| Powell Investment Advisors, LLC | 100 | $119.0K | 0.08% | −24−19.4% | Reduced |
| Hills Bank & Trust Co | 90 | $108.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 85 | $102.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 79 | $95.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 77 | $92.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 70 | $84.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $79.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 63 | $76.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 50 | $60.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 45 | $54.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 44 | $53.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40 | $48.0K | 0.00% | −84−67.7% | Reduced |
| Laurel Wealth Planning LLC | 40 | $48.0K | 0.04% | 00.0% | Unchanged |