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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 382 | $452.8K | 0.01% | −5−1.3% | Reduced |
| Blair William & Co | 400 | $474.0K | 0.00% | −21−5.0% | Reduced |
| Heirloom Wealth Management | 402 | $476.4K | 0.30% | +402 | New |
| Aull & Monroe Investment Management Corp | 403 | $477.6K | 0.24% | −48−10.6% | Reduced |
| Michael B. Yongue | 410 | $485.9K | 0.46% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 412 | $488.2K | 0.01% | +412 | New |
| Resources Investment Advisors, LLC. | 414 | $490.6K | 0.01% | +1+0.2% | Added |
| Graypoint LLC | 424 | $502.4K | 0.06% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 437 | $517.8K | 0.74% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $526.1K | 0.35% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 468 | $554.6K | 0.02% | +468 | New |
| Ancora Advisors, LLC | 477 | $565.0K | 0.02% | −6−1.2% | Reduced |
| Fernwood Investment Management, LLC | 484 | $573.5K | 0.24% | −8−1.6% | Reduced |
| UBS Asset Management Americas Inc | – | $592.5K | 0.00% | – | – |
| Two Sigma Securities, LLC | 503 | $596.1K | 0.08% | +503 | New |
| Independent Wealth Network Inc. | 517 | $612.6K | 0.42% | −2−0.4% | Reduced |
| Greenwich Wealth Management LLC | 518 | $614.0K | 0.07% | −176−25.4% | Reduced |
| Pathway Financial Advisers, LLC | 525 | $622.1K | 0.25% | +525 | New |
| WFA of San Diego, LLC | 588 | $696.8K | 0.53% | −5−0.8% | Reduced |
| Wedbush Securities Inc | 597 | $707.0K | 0.04% | −8−1.3% | Reduced |
| Creative Planning | 604 | $716.3K | 0.00% | −121−16.7% | Reduced |
| Jane Street Group, LLC | 606 | $718.1K | 0.00% | −1,280−67.9% | Reduced |
| First Hawaiian Bank | 618 | $732.0K | 0.03% | +104+20.2% | Added |
| Bowman & Co S.C. | 637 | $754.4K | 0.58% | +4+0.6% | Added |
| Level Four Advisory Services, LLC | 645 | $764.3K | 0.06% | −63−8.9% | Reduced |
| Centaurus Financial, Inc. | 647 | $767.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 648 | $767.9K | 0.03% | +6+0.9% | Added |
| Searle & Co. | 675 | $799.9K | 0.27% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 677 | $802.0K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 82,012 | $841.6K | 0.05% | −65−0.1% | Reduced |
| Scotia Capital Inc. | 712 | $843.7K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 730 | $865.0K | 0.00% | −100−12.0% | Reduced |
| Coastwise Capital Group, LLC | 22,152 | $914.7K | 1.09% | +303+1.4% | Added |
| Chilton Capital Management LLC | 799 | $946.8K | 0.06% | −37−4.4% | Reduced |
| Bank of Montreal | 878 | $1.04M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 900,000 | $1.07M | 0.00% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 861 | $1.07M | 0.56% | −41−4.5% | Reduced |
| StoneX Group Inc. | 902 | $1.07M | 0.13% | +21+2.4% | Added |
| Captrust Financial Advisors | 912 | $1.08M | 0.01% | −10−1.1% | Reduced |
| LexAurum Advisors, LLC | 946 | $1.12M | 0.40% | −18−1.9% | Reduced |
| Seelaus Asset Management LLC | 968 | $1.15M | 0.86% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 956 | $1.19M | 0.07% | +39+4.3% | Added |
| Asset Allocation & Management Company, LLC | 1,100 | $1.30M | 0.50% | +1,100 | New |
| Montag A & Associates Inc | 1,100 | $1.30M | 0.09% | −140−11.3% | Reduced |
| Ameriprise Financial Inc | 1,102 | $1.31M | 0.00% | +37+3.5% | Added |
| Kelly Lawrence W & Associates Inc | 1,134 | $1.34M | 0.38% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,150 | $1.36M | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,153 | $1.37M | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,171 | $1.39M | 0.22% | −100−7.9% | Reduced |
| Founders Capital Management, LLC | 1,192 | $1.41M | 0.38% | −277−18.9% | Reduced |
| Van Hulzen Asset Management, LLC | 1,207 | $1.43M | 0.17% | −50−4.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,221 | $1.45M | 0.00% | −35−2.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,258 | $1.49M | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,258 | $1.49M | 0.00% | −3,610−74.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,261 | $1.49M | 0.01% | −9−0.7% | Reduced |
| Chilton Investment Co LLC | 1,300 | $1.54M | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 1,327 | $1.57M | 0.00% | −56−4.0% | Reduced |
| US Bancorp | 1,358 | $1.61M | 0.00% | −95−6.5% | Reduced |
| SEI Investments Co | 1,391 | $1.65M | 0.00% | −67−4.6% | Reduced |
| Income Research & Management | 1,425 | $1.69M | 0.80% | 00.0% | Unchanged |
| Marathon Capital Management | 1,483 | $1.76M | 0.48% | −50−3.3% | Reduced |
| Bowie Capital Management, LLC | 1,600 | $1.90M | 0.29% | 00.0% | Unchanged |
| CSM Advisors, LLC | 1,750 | $2.08M | 0.20% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,765 | $2.09M | 0.48% | +165+10.3% | Added |
| Seven Springs Wealth Group, LLC | 1,809 | $2.14M | 1.04% | +774+74.8% | Added |
| Everett Harris & Co | 1,828 | $2.18M | 0.04% | −233−11.3% | Reduced |
| Envestnet Asset Management Inc | 1,886 | $2.24M | 0.00% | −115−5.7% | Reduced |
| Wellington Management Group LLP | 1,909 | $2.26M | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,948 | $2.31M | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,271 | $2.69M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,332 | $2.77M | 0.01% | +46+2.0% | Added |
| Agf Management Ltd | 2,400 | $2.84M | 0.02% | +2,400 | New |
| Summitry LLC | 2,503 | $2.97M | 0.22% | −53−2.1% | Reduced |
| Keystone Financial Group | 2,560 | $3.03M | 0.60% | +8+0.3% | Added |
| Janney Montgomery Scott LLC | 2,636 | $3.12M | 0.01% | +36+1.4% | Added |
| Commonwealth Equity Services, LLC | 2,662 | $3.15M | 0.01% | −1,244−31.8% | Reduced |
| Wittenberg Investment Management, Inc. | 2,727 | $3.23M | 1.32% | +10+0.4% | Added |
| LPL Financial LLC | 2,903 | $3.44M | 0.00% | −231−7.4% | Reduced |
| SG Americas Securities, LLC | 3,000 | $3.56M | 0.05% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,014 | $3.57M | 0.06% | +3,014 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 3,017 | $3.58M | 0.27% | −10.0% | Reduced |
| First Foundation Advisors | 3,106 | $3.68M | 0.18% | −66−2.1% | Reduced |
| Wells Fargo & Company | 3,318 | $3.93M | 0.00% | −133−3.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,535 | $4.19M | 0.52% | +5+0.1% | Added |
| Goldman Sachs Group Inc | 3,545 | $4.20M | 0.00% | −26−0.7% | Reduced |
| Laffer Tengler Investments | 3,574 | $4.24M | 1.22% | +1,142+47.0% | Added |
| Hudson Capital Management LLC | 3,703 | $4.39M | 1.74% | +144+4.0% | Added |
| Crawford Investment Counsel Inc | 3,825 | $4.53M | 0.10% | +126+3.4% | Added |
| Rational Advisors LLC | 4,183 | $4.96M | 0.41% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 4,189 | $4.96M | 0.94% | +2,584+161.0% | Added |
| Richard C. Young & CO., LTD. | 4,439 | $5.26M | 0.70% | −146−3.2% | Reduced |
| Artemis Wealth Advisors, LLC | 4,500 | $5.37M | 1.63% | 00.0% | Unchanged |
| Mariner, LLC | 4,595 | $5.45M | 0.02% | +60+1.3% | Added |
| Phraction Management LLC | 4,668 | $5.54M | 3.63% | +1,425+43.9% | Added |
| Neuberger Berman Group LLC | 4,700 | $5.57M | 0.01% | −506−9.7% | Reduced |
| Stratos Wealth Partners, LTD. | 4,841 | $5.74M | 0.15% | +747+18.2% | Added |
| Stifel Financial Corp | 4,911 | $5.82M | 0.01% | −613−11.1% | Reduced |
| Kestra Advisory Services, LLC | 5,025 | $5.95M | 0.05% | +1,634+48.2% | Added |
| Norris Perne & French LLP | 5,587 | $6.62M | 0.65% | −631−10.1% | Reduced |
| JPMorgan Chase & Co | 5,655 | $6.70M | 0.00% | −3,584−38.8% | Reduced |