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, Q4 2022
Institutional positions in Wells Fargo & Company as of Dec 31, 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
- 242
- +16 vs. Q3 2022
- Shares held
- 3.19M
- −156.3K (−4.7%) vs. Q3 2022
- Total value
- $2.83B
- −$10.9M (−0.4%) vs. Q3 2022
- New holders
- 29
- 51 more added
- Sold out
- 13
- 76 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 83 | $0 | 0.00% | +83 | New |
| Glen Eagle Advisors, LLC | 2 | $2.37K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $2.37K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $2.37K | 0.00% | +2 | New |
| Coastal Investment Advisors, Inc. | 3 | $3.56K | 0.00% | +3 | New |
| Asset Dedication, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $4.74K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $5.92K | 0.00% | −2−28.6% | Reduced |
| EverSource Wealth Advisors, LLC | 5 | $5.92K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5 | $5.92K | 0.00% | +5 | New |
| Concord Wealth Partners | 5 | $5.92K | 0.00% | +5 | New |
| Hoese & Co LLP | 5 | $6.00K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $7.11K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6 | $7.65K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 7 | $8.29K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 9 | $10.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $11.8K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $11.8K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 10 | $11.8K | 0.00% | +10 | New |
| Manchester Capital Management LLC | 15 | $17.8K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 15 | $17.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $23.7K | 0.00% | 00.0% | Unchanged |
| Phocas Financial Corp. | 20 | $23.7K | 0.00% | +20 | New |
| EWG Elevate Inc. | 20 | $23.7K | 0.01% | +20 | New |
| Benjamin F. Edwards & Company, Inc. | 20 | $24.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 21 | $24.8K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $29.6K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 25 | $29.6K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $29.6K | 0.01% | +25 | New |
| AlphaCore Capital LLC | 34 | $40.3K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 37 | $43.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 40 | $47.4K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 44 | $52.3K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 45 | $53.3K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 63 | $74.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 69 | $81.8K | 0.00% | +3+4.5% | Added |
| Capital Investment Advisory Services, LLC | 70 | $83.0K | 0.01% | 00.0% | Unchanged |
| Rebalance, LLC | 77 | $91.2K | 0.01% | +77 | New |
| CWM, LLC | 79 | $94.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 81 | $96.3K | 0.01% | +81 | New |
| IMA Wealth, Inc. | 85 | $100.7K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 90 | $107.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 101 | $119.7K | 0.00% | −13−11.4% | Reduced |
| Powell Investment Advisors, LLC | 114 | $135.8K | 0.08% | +14+14.0% | Added |
| Pinnacle Financial Partners Inc | 130 | $154.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 130 | $154.1K | 0.00% | +130 | New |
| Coombe, Bender & Co LLC | 149 | $177.0K | 0.16% | −24−13.9% | Reduced |
| Brown Brothers Harriman & Co | 150 | $177.8K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 158 | $187.0K | 0.22% | −1,485−90.4% | Reduced |
| IFP Advisors, Inc | 150 | $189.0K | 0.01% | −103−40.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 172 | $203.8K | 0.40% | +172 | New |
| Journey Advisory Group, LLC | 175 | $207.4K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 267 | $212.2K | 0.01% | −52−16.3% | Reduced |
| HRT Financial LP | 183 | $216.0K | 0.00% | +183 | New |
| Financial Advocates Investment Management | 183 | $216.6K | 0.02% | +12+7.0% | Added |
| American Century Companies Inc | 184 | $218.5K | 0.00% | −49−21.0% | Reduced |
| Northeast Financial Consultants Inc | 185 | $219.2K | 0.01% | −163−46.8% | Reduced |
| FineMark National Bank & Trust | 187 | $221.6K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 188 | $222.8K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 188 | $223.0K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 191 | $226.3K | 0.02% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 191 | $226.4K | 0.09% | +1+0.5% | Added |
| Gries Financial LLC | 199 | $236.0K | 0.08% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 200 | $237.0K | 0.05% | 00.0% | Unchanged |
| Strategic Advisors LLC | 202 | $239.0K | 0.05% | −99−32.9% | Reduced |
| RDA Financial Network | 203 | $240.6K | 0.12% | 00.0% | Unchanged |
| Fifth Third Bancorp | 206 | $244.1K | 0.00% | −40−16.3% | Reduced |
| Cove Street Capital, LLC | 220 | $261.0K | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 220 | $261.0K | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 221 | $261.9K | 0.03% | −2−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 225 | $266.6K | 0.00% | +185+462.5% | Added |
| Cerity Partners LLC | 229 | $271.3K | 0.00% | +229 | New |
| Cetera Advisors LLC | 229 | $271.4K | 0.00% | +229 | New |
| Mercer Global Advisors Inc | 241 | $286.0K | 0.00% | −8−3.2% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 250 | $296.3K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 250 | $296.3K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $296.3K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 250 | $296.3K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 255 | $302.2K | 0.04% | +37+17.0% | Added |
| HighTower Advisors, LLC | 259 | $309.0K | 0.00% | −75−22.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 267 | $316.8K | 0.10% | +2+0.8% | Added |
| Westshore Wealth, LLC | 268 | $317.6K | 0.18% | +268 | New |
| The PNC Financial Services Group, Inc. | 291 | $344.8K | 0.00% | −46−13.6% | Reduced |
| Prelude Capital Management, LLC | 300 | $355.5K | 0.02% | +300 | New |
| Ameritas Advisory Services, LLC | 300 | $355.5K | 0.02% | +300 | New |
| Citadel Advisors LLC | 301 | $356.7K | 0.00% | −290−49.1% | Reduced |
| M&T Bank Corp | 315 | $373.3K | 0.00% | +315 | New |
| Quest Investment Management LLC | 321 | $380.4K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 329 | $389.9K | 0.01% | −26−7.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 343 | $406.0K | 0.00% | +17+5.2% | Added |
| Hamel Associates, Inc. | 345 | $408.8K | 0.14% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 350 | $414.8K | 0.31% | 00.0% | Unchanged |
| Barclays PLC | 350 | $414.8K | 0.00% | +350 | New |
| Vestmark Advisory Solutions, Inc. | 369 | $437.3K | 0.02% | −31−7.8% | Reduced |
| NewEdge Wealth, LLC | 369 | $437.3K | 0.02% | −31−7.8% | Reduced |
| Brown Advisory Inc | 370 | $439.4K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | – | $449.0K | 0.00% | – | – |
| Wolverine Asset Management LLC | 501 | $451.5K | 0.01% | +327+187.9% | Added |