Wells Fargo & Company

WFC.PL

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000072971

SEC filings (opens in a new tab)

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.

Other share classesWFC WFCNP WFC.PA WFC.PC WFC.PD WFC.PY WFC.PZ

Q4 2022 vs. Q3 2022

How the institutions holding Wells Fargo & Company changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of WFC.PL: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	232	6	242	+16
Shares	3.36M	10.9K	3.19M	−156.3K (−4.7%)
Value	$2.85B	$12.9M	$2.83B	−$10.9M (−0.4%)

6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Wells Fargo & Company at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to WFC.PL in Q4 2022
Institution	Shares	Value	% of portfolio
Jefferies Financial Group Inc.	3,014	$3.57M	0.06%
Agf Management Ltd	2,400	$2.84M	0.02%
Asset Allocation & Management Company, LLC	1,100	$1.30M	0.50%
Pathway Financial Advisers, LLC	525	$622.1K	0.25%
Two Sigma Securities, LLC	503	$596.1K	0.08%
Money Concepts Capital Corp	468	$554.6K	0.02%
TownSquare Capital, LLC	412	$488.2K	0.01%
Heirloom Wealth Management	402	$476.4K	0.30%
Barclays PLC	350	$414.8K	0.00%
M&T Bank Corp	315	$373.3K	0.00%
Prelude Capital Management, LLC	300	$355.5K	0.02%
Ameritas Advisory Services, LLC	300	$355.5K	0.02%
Westshore Wealth, LLC	268	$317.6K	0.18%
Cetera Advisors LLC	229	$271.4K	0.00%
Cerity Partners LLC	229	$271.3K	0.00%
HRT Financial LP	183	$216.0K	0.00%
Bridgewealth Advisory Group, LLC	172	$203.8K	0.40%
Advisory Services Network, LLC	130	$154.1K	0.00%
Belpointe Asset Management LLC	81	$96.3K	0.01%
Rebalance, LLC	77	$91.2K	0.01%
Glassman Wealth Services	25	$29.6K	0.01%
Phocas Financial Corp.	20	$23.7K	0.00%
EWG Elevate Inc.	20	$23.7K	0.01%
Family Management Corp	10	$11.8K	0.00%
Cary Street Partner Investment Advisory LLC	5	$5.92K	0.00%
Concord Wealth Partners	5	$5.92K	0.00%
Coastal Investment Advisors, Inc.	3	$3.56K	0.00%
AdvisorNet Financial, Inc	2	$2.37K	0.00%
Lazard Asset Management LLC	83	$0	0.00%

Sold out (13)

Institutions that held Wells Fargo & Company at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of WFC.PL in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Connectus Wealth, LLC	31,931	$37.3M
TCG Advisory Services, LLC	440	$530.0K
Cresset Asset Management, LLC	362	$436.0K
Edge Capital Group, LLC	365	$435.0K
Cetera Advisor Networks LLC	273	$329.0K
Private Advisor Group, LLC	259	$311.0K
Selective Wealth Management, Inc.	50	$60.0K
GPS Wealth Strategies Group, LLC	38	$46.0K
Bangor Savings Bank	20	$24.0K
Sugarloaf Wealth Management, LLC	19	$23.0K
Quent Capital, LLC	17	$20.0K
Hudock, Inc.	5	$6.00K
Householder Group Estate & Retirement Specialist, LLC	2	$2.00K

Not filed for Q4 2022 yet (6)

Institutions that held Wells Fargo & Company at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WFC.PL in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Eaton Vance Management	7,076	$8.28M
Jefferies Group LLC	1,970	$2.37M
Surevest, LLC	1,716	$2.07M
Covington Capital Management	77	$92.0K
FourThought Financial, LLC	31	$37.0K
American Portfolios Advisors	6	$7.22K