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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 956 | $1.19M | 0.07% | +39+4.3% | Added |
| Seelaus Asset Management LLC | 968 | $1.15M | 0.86% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 946 | $1.12M | 0.40% | −18−1.9% | Reduced |
| Captrust Financial Advisors | 912 | $1.08M | 0.01% | −10−1.1% | Reduced |
| StoneX Group Inc. | 902 | $1.07M | 0.13% | +21+2.4% | Added |
| Pennsylvania Capital Management Inc | 861 | $1.07M | 0.56% | −41−4.5% | Reduced |
| Russell Investments Group, Ltd. | 900,000 | $1.07M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 878 | $1.04M | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 799 | $946.8K | 0.06% | −37−4.4% | Reduced |
| Coastwise Capital Group, LLC | 22,152 | $914.7K | 1.09% | +303+1.4% | Added |
| United Capital Financial Advisers, LLC | 730 | $865.0K | 0.00% | −100−12.0% | Reduced |
| Scotia Capital Inc. | 712 | $843.7K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 82,012 | $841.6K | 0.05% | −65−0.1% | Reduced |
| Ingalls & Snyder LLC | 677 | $802.0K | 0.04% | 00.0% | Unchanged |
| Searle & Co. | 675 | $799.9K | 0.27% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 648 | $767.9K | 0.03% | +6+0.9% | Added |
| Centaurus Financial, Inc. | 647 | $767.0K | 0.07% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 645 | $764.3K | 0.06% | −63−8.9% | Reduced |
| Bowman & Co S.C. | 637 | $754.4K | 0.58% | +4+0.6% | Added |
| First Hawaiian Bank | 618 | $732.0K | 0.03% | +104+20.2% | Added |
| Jane Street Group, LLC | 606 | $718.1K | 0.00% | −1,280−67.9% | Reduced |
| Creative Planning | 604 | $716.3K | 0.00% | −121−16.7% | Reduced |
| Wedbush Securities Inc | 597 | $707.0K | 0.04% | −8−1.3% | Reduced |
| WFA of San Diego, LLC | 588 | $696.8K | 0.53% | −5−0.8% | Reduced |
| Pathway Financial Advisers, LLC | 525 | $622.1K | 0.25% | +525 | New |
| Greenwich Wealth Management LLC | 518 | $614.0K | 0.07% | −176−25.4% | Reduced |
| Independent Wealth Network Inc. | 517 | $612.6K | 0.42% | −2−0.4% | Reduced |
| Two Sigma Securities, LLC | 503 | $596.1K | 0.08% | +503 | New |
| UBS Asset Management Americas Inc | – | $592.5K | 0.00% | – | – |
| Fernwood Investment Management, LLC | 484 | $573.5K | 0.24% | −8−1.6% | Reduced |
| Ancora Advisors, LLC | 477 | $565.0K | 0.02% | −6−1.2% | Reduced |
| Money Concepts Capital Corp | 468 | $554.6K | 0.02% | +468 | New |
| Marathon Trading Investment Management LLC | 444 | $526.1K | 0.35% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 437 | $517.8K | 0.74% | 00.0% | Unchanged |
| Graypoint LLC | 424 | $502.4K | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 414 | $490.6K | 0.01% | +1+0.2% | Added |
| TownSquare Capital, LLC | 412 | $488.2K | 0.01% | +412 | New |
| Michael B. Yongue | 410 | $485.9K | 0.46% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 403 | $477.6K | 0.24% | −48−10.6% | Reduced |
| Heirloom Wealth Management | 402 | $476.4K | 0.30% | +402 | New |
| Blair William & Co | 400 | $474.0K | 0.00% | −21−5.0% | Reduced |
| D.A. Davidson & Co. | 382 | $452.8K | 0.01% | −5−1.3% | Reduced |
| Wolverine Asset Management LLC | 501 | $451.5K | 0.01% | +327+187.9% | Added |
| Nuveen Asset Management, LLC | – | $449.0K | 0.00% | – | – |
| Brown Advisory Inc | 370 | $439.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| ELCO Management Co., LLC | 350 | $414.8K | 0.31% | 00.0% | Unchanged |
| Barclays PLC | 350 | $414.8K | 0.00% | +350 | New |
| Hamel Associates, Inc. | 345 | $408.8K | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 343 | $406.0K | 0.00% | +17+5.2% | Added |
| Whittier Trust Co | 329 | $389.9K | 0.01% | −26−7.3% | Reduced |
| Quest Investment Management LLC | 321 | $380.4K | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 315 | $373.3K | 0.00% | +315 | New |
| Citadel Advisors LLC | 301 | $356.7K | 0.00% | −290−49.1% | Reduced |
| Prelude Capital Management, LLC | 300 | $355.5K | 0.02% | +300 | New |
| Ameritas Advisory Services, LLC | 300 | $355.5K | 0.02% | +300 | New |
| The PNC Financial Services Group, Inc. | 291 | $344.8K | 0.00% | −46−13.6% | Reduced |
| Westshore Wealth, LLC | 268 | $317.6K | 0.18% | +268 | New |
| Newman Dignan & Sheerar, Inc. | 267 | $316.8K | 0.10% | +2+0.8% | Added |
| HighTower Advisors, LLC | 259 | $309.0K | 0.00% | −75−22.5% | Reduced |
| Smith, Moore & Co. | 255 | $302.2K | 0.04% | +37+17.0% | Added |
| 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 |
| Mercer Global Advisors Inc | 241 | $286.0K | 0.00% | −8−3.2% | Reduced |
| Cetera Advisors LLC | 229 | $271.4K | 0.00% | +229 | New |
| Cerity Partners LLC | 229 | $271.3K | 0.00% | +229 | New |
| Northwestern Mutual Wealth Management Co | 225 | $266.6K | 0.00% | +185+462.5% | Added |
| Berger Financial Group, Inc | 221 | $261.9K | 0.03% | −2−0.9% | Reduced |
| Cove Street Capital, LLC | 220 | $261.0K | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 220 | $261.0K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 206 | $244.1K | 0.00% | −40−16.3% | Reduced |
| RDA Financial Network | 203 | $240.6K | 0.12% | 00.0% | Unchanged |
| Strategic Advisors LLC | 202 | $239.0K | 0.05% | −99−32.9% | Reduced |
| D L Carlson Investment Group Inc | 200 | $237.0K | 0.05% | 00.0% | Unchanged |
| Gries Financial LLC | 199 | $236.0K | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 191 | $226.4K | 0.09% | +1+0.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 191 | $226.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 188 | $223.0K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 188 | $222.8K | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 187 | $221.6K | 0.01% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 185 | $219.2K | 0.01% | −163−46.8% | Reduced |
| American Century Companies Inc | 184 | $218.5K | 0.00% | −49−21.0% | Reduced |
| Financial Advocates Investment Management | 183 | $216.6K | 0.02% | +12+7.0% | Added |
| HRT Financial LP | 183 | $216.0K | 0.00% | +183 | New |
| GWM Advisors LLC | 267 | $212.2K | 0.01% | −52−16.3% | Reduced |
| Journey Advisory Group, LLC | 175 | $207.4K | 0.05% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 172 | $203.8K | 0.40% | +172 | New |
| IFP Advisors, Inc | 150 | $189.0K | 0.01% | −103−40.7% | Reduced |
| Ulland Investment Advisors, LLC | 158 | $187.0K | 0.22% | −1,485−90.4% | Reduced |
| Brown Brothers Harriman & Co | 150 | $177.8K | 0.00% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 149 | $177.0K | 0.16% | −24−13.9% | Reduced |
| Pinnacle Financial Partners Inc | 130 | $154.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 130 | $154.1K | 0.00% | +130 | New |
| Powell Investment Advisors, LLC | 114 | $135.8K | 0.08% | +14+14.0% | Added |
| Steward Partners Investment Advisory, LLC | 101 | $119.7K | 0.00% | −13−11.4% | Reduced |
| Hills Bank & Trust Co | 90 | $107.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 85 | $100.7K | 0.03% | 00.0% | Unchanged |