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, Q1 2023
Institutional positions in Wells Fargo & Company as of Mar 31, 2023. 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
- 241
- +2 vs. Q4 2022
- Shares held
- 3.88M
- +692.2K (+21.7%) vs. Q4 2022
- Total value
- $2.76B
- −$62.1M (−2.2%) vs. Q4 2022
- New holders
- 23
- 67 more added
- Sold out
- 21
- 69 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 457,728 | $538.4M | 0.58% | −7,460−1.6% | Reduced |
| BlackRock Inc. | 205,409 | $241.6M | 0.01% | −5,007−2.4% | Reduced |
| Advent Capital Management | – | $199.5M | 3.83% | – | – |
| First Trust Advisors LP | 132,660 | $156.0M | 0.18% | +9,857+8.0% | Added |
| Amundi | 105,602 | $122.9M | 0.07% | −14,265−11.9% | Reduced |
| Victory Capital Management Inc | 94,394 | $111.0M | 0.12% | −627−0.7% | Reduced |
| Allianz Asset Management GmbH | 79,740 | $93.8M | 0.20% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 76,188 | $89.6M | 0.21% | −767−1.0% | Reduced |
| Invesco Ltd. | 72,453 | $85.2M | 0.02% | +988+1.4% | Added |
| State Street Corp | 65,845 | $76.4M | 0.00% | −11,500−14.9% | Reduced |
| Morgan Stanley | 61,832 | $72.7M | 0.01% | +710+1.2% | Added |
| Manufacturers Life Insurance Company, The | 61,007 | $70.6M | 0.04% | 00.0% | Unchanged |
| Camden Asset Management L P | 53,588 | $61.8M | 2.07% | +12,546+30.6% | Added |
| Stonebridge Advisors LLC | 49,149 | $57.8M | 41.81% | +2,335+5.0% | Added |
| Spectrum Asset Management, Inc. | 48,293 | $56.8M | 43.98% | −4,588−8.7% | Reduced |
| FMR LLC | 41,855 | $48.2M | 0.00% | −13,400−24.3% | Reduced |
| Bank of America Corp | 33,014 | $38.8M | 0.00% | +108+0.3% | Added |
| Mackay Shields LLC | 29,334 | $34.0M | 0.93% | −1,219−4.0% | Reduced |
| First Eagle Investment Management, LLC | 28,241 | $33.2M | 0.09% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 25,126 | $29.2M | 0.07% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 736,261 | $27.5M | 0.05% | +736,261 | New |
| Royal Bank of Canada | – | $26.6M | 0.01% | – | – |
| Ssi Investment Management LLC | 23,031 | $26.5M | 1.86% | −294−1.3% | Reduced |
| KCM Investment Advisors LLC | 18,047 | $21.2M | 0.86% | +683+3.9% | Added |
| New York State Common Retirement Fund | 15,417 | $18.1M | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 15,276 | $18.0M | 0.07% | −1,488−8.9% | Reduced |
| New England Asset Management Inc | 13,275 | $15.6M | 2.33% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 13,164 | $15.5M | 2.77% | +1,233+10.3% | Added |
| Galvin, Gaustad & Stein, LLC | 12,748 | $15.0M | 1.48% | −135−1.0% | Reduced |
| JRM Investment Counsel, LLC | 12,177 | $14.3M | 6.27% | +1,544+14.5% | Added |
| Lord, Abbett & Co. LLC | 11,556 | $13.6M | 0.05% | −80−0.7% | Reduced |
| Citigroup Inc | 11,029 | $13.0M | 0.02% | +1,810+19.6% | Added |
| Alliancebernstein L.P. | 10,884 | $12.8M | 0.01% | −180−1.6% | Reduced |
| Calamos Advisors LLC | 10,685 | $12.6M | 0.06% | +38+0.4% | Added |
| Palisade Capital Management LLC | 10,378 | $12.0M | 0.32% | −472−4.4% | Reduced |
| RB Capital Management, LLC | 8,577 | $10.1M | 3.30% | −150−1.7% | Reduced |
| AEGON USA Investment Management, LLC | 8,000 | $9.28M | 5.14% | 00.0% | Unchanged |
| Raymond James & Associates | 7,804 | $9.18M | 0.01% | −22−0.3% | Reduced |
| Conning Inc. | 7,465 | $8.66M | 0.29% | 00.0% | Unchanged |
| UBS Group AG | 6,264 | $7.37M | 0.00% | +245+4.1% | Added |
| Knightsbridge Asset Management, LLC | 6,256 | $7.36M | 1.26% | +2,067+49.3% | Added |
| Penn Mutual Asset Management, LLC | 6,000 | $7.06M | 6.70% | 00.0% | Unchanged |
| Western Asset Management Company, LLC | 5,865 | $6.90M | 3.31% | −3−0.1% | Reduced |
| JPMorgan Chase & Co | 5,681 | $6.68M | 0.00% | +26+0.5% | Added |
| Norris Perne & French LLP | 5,559 | $6.54M | 0.60% | −28−0.5% | Reduced |
| Crawford Investment Counsel Inc | 5,528 | $6.37M | 0.14% | +1,703+44.5% | Added |
| Phraction Management LLC | 5,068 | $5.94M | 3.41% | +400+8.6% | Added |
| Jefferies Financial Group Inc. | 4,824 | $5.67M | 0.12% | +1,810+60.1% | Added |
| Stifel Financial Corp | 4,832 | $5.66M | 0.01% | −79−1.6% | Reduced |
| Kestra Advisory Services, LLC | 4,787 | $5.63M | 0.06% | −238−4.7% | Reduced |
| Neuberger Berman Group LLC | 4,675 | $5.50M | 0.01% | −25−0.5% | Reduced |
| Mariner, LLC | 4,559 | $5.36M | 0.02% | −36−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 4,439 | $5.22M | 0.01% | +1,777+66.8% | Added |
| Richard C. Young & CO., LTD. | 4,349 | $5.12M | 0.70% | −90−2.0% | Reduced |
| Hudson Capital Management LLC | 3,811 | $4.48M | 1.78% | +108+2.9% | Added |
| Edgemoor Investment Advisors, Inc. | 3,553 | $4.18M | 0.51% | +18+0.5% | Added |
| Laffer Tengler Investments | 3,536 | $4.09M | 1.11% | −38−1.1% | Reduced |
| Wells Fargo & Company | 3,465 | $4.08M | 0.00% | +147+4.4% | Added |
| Goldman Sachs Group Inc | 3,507 | $4.04M | 0.00% | −38−1.1% | Reduced |
| Jane Street Group, LLC | 3,363 | $3.96M | 0.01% | +2,757+455.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,117 | $3.67M | 0.28% | +100+3.3% | Added |
| LPL Financial LLC | 3,032 | $3.57M | 0.00% | +129+4.4% | Added |
| SG Americas Securities, LLC | 3,000 | $3.53M | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,789 | $3.28M | 0.01% | +153+5.8% | Added |
| First Foundation Advisors | 2,775 | $3.26M | 0.15% | −331−10.7% | Reduced |
| Wittenberg Investment Management, Inc. | 2,727 | $3.21M | 1.19% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,685 | $3.16M | 0.01% | +353+15.1% | Added |
| Summitry LLC | 2,443 | $2.87M | 0.19% | −60−2.4% | Reduced |
| Agf Management Ltd | 2,400 | $2.82M | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,271 | $2.67M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,060 | $2.42M | 0.01% | +2,060 | New |
| Envestnet Asset Management Inc | 2,053 | $2.42M | 0.00% | +167+8.9% | Added |
| Wellington Management Group LLP | 1,909 | $2.20M | 0.00% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 1,862 | $2.19M | 1.08% | +53+2.9% | Added |
| Everett Harris & Co | 1,803 | $2.12M | 0.03% | −25−1.4% | Reduced |
| Schnieders Capital Management LLC | 1,780 | $2.09M | 0.47% | +15+0.8% | Added |
| CSM Advisors, LLC | 1,750 | $2.06M | 0.18% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,692 | $1.97M | 0.00% | −256−13.1% | Reduced |
| Bowie Capital Management, LLC | 1,600 | $1.88M | 0.27% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,498 | $1.76M | 0.00% | +240+19.1% | Added |
| Marathon Capital Management | 1,476 | $1.74M | 0.43% | −7−0.5% | Reduced |
| Pier 88 Investment Partners LLC | 1,452 | $1.71M | 0.41% | −15,043−91.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,445 | $1.70M | 0.00% | +224+18.3% | Added |
| Truist Financial Corp | 1,423 | $1.67M | 0.00% | +96+7.2% | Added |
| Income Research & Management | 1,425 | $1.64M | 0.85% | 00.0% | Unchanged |
| SEI Investments Co | 1,395 | $1.64M | 0.00% | +4+0.3% | Added |
| US Bancorp | 1,353 | $1.59M | 0.00% | −5−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,257 | $1.48M | 0.01% | −4−0.3% | Reduced |
| Icon Advisers Inc | 1,189 | $1.40M | 0.36% | +1,189 | New |
| Founders Capital Management, LLC | 1,188 | $1.40M | 0.35% | −4−0.3% | Reduced |
| Ameriprise Financial Inc | 1,156 | $1.36M | 0.00% | +54+4.9% | Added |
| Cohen & Steers, Inc. | 1,150 | $1.35M | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,153 | $1.34M | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,134 | $1.31M | 0.35% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $1.29M | 0.08% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,088 | $1.27M | 0.96% | +120+12.4% | Added |
| Asset Allocation & Management Company, LLC | 1,100 | $1.27M | 0.51% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 998 | $1.17M | 0.03% | −3,843−79.4% | Reduced |
| StoneX Group Inc. | 966 | $1.14M | 0.12% | +64+7.1% | Added |
| Captrust Financial Advisors | 956 | $1.11M | 0.00% | +44+4.8% | Added |