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

Q1 2023 vs. Q4 2022

How the institutions holding Wells Fargo & Company changed between Q4 2022 and Q1 2023.

All holders in Q1 2023 All holders in Q4 2022

13F holders of WFC.PL: Q4 2022 compared with Q1 2023
Measure	Q4 2022	Of which not filed for Q1 2023	Q1 2023	Change
Holders	242	3	241	+2
Shares	3.19M	2.61K	3.88M	+692.2K (+21.7%)
Value	$2.83B	$3.09M	$2.76B	−$62.1M (−2.2%)

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held Wells Fargo & Company at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to WFC.PL in Q1 2023
Institution	Shares	Value	% of portfolio
Loomis Sayles & Co L P	736,261	$27.5M	0.05%
CI Private Wealth, LLC	2,060	$2.42M	0.01%
Icon Advisers Inc	1,189	$1.40M	0.36%
Islay Capital Management, LLC	635	$746.9K	0.73%
DFPG Investments, LLC	479	$563.4K	0.06%
TCG Advisory Services, LLC	439	$516.4K	0.11%
Consolidated Portfolio Review Corp	367	$432.0K	0.12%
Independent Advisor Alliance	366	$430.5K	0.02%
Wambolt & Associates, LLC	367	$429.5K	0.15%
Cresset Asset Management, LLC	362	$425.8K	0.01%
Savant Capital, LLC	350	$411.7K	0.01%
Susquehanna International Group, LLP	346	$407.0K	0.00%
Sawtooth Solutions, LLC	200	$235.3K	0.01%
Granite FO LLC	100	$116.8K	0.07%
WealthPLAN Partners, LLC	87	$102.3K	0.01%
Pointe Capital Management LLC	55	$64.2K	0.05%
Laurel Wealth Advisors LLC	47	$55.3K	0.01%
GPS Wealth Strategies Group, LLC	38	$44.7K	0.01%
Providence Capital Advisors, LLC	26	$30.6K	0.01%
Raleigh Capital Management Inc.	10	$11.8K	0.01%
Syverson Strege & Co	4	$4.71K	0.00%
Jackson Hole Capital Partners, LLC	3	$3.53K	0.00%
Householder Group Estate & Retirement Specialist, LLC	2	$2.00K	0.00%

Sold out (21)

Institutions that held Wells Fargo & Company at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of WFC.PL in Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Artemis Wealth Advisors, LLC	4,500	$5.37M
Rational Advisors LLC	4,183	$4.96M
WFA of San Diego, LLC	588	$696.8K
Greenwich Wealth Management LLC	518	$614.0K
Two Sigma Securities, LLC	503	$596.1K
Ancora Advisors, LLC	477	$565.0K
Money Concepts Capital Corp	468	$554.6K
Barclays PLC	350	$414.8K
Prelude Capital Management, LLC	300	$355.5K
D L Carlson Investment Group Inc	200	$237.0K
HRT Financial LP	183	$216.0K
Advisory Services Network, LLC	130	$154.1K
Rebalance, LLC	77	$91.2K
Laurel Wealth Planning LLC	40	$47.4K
Glassman Wealth Services	25	$29.6K
Phocas Financial Corp.	20	$23.7K
EWG Elevate Inc.	20	$23.7K
Family Management Corp	10	$11.8K
Sound Income Strategies, LLC	10	$11.8K
West Paces Advisors Inc.	6	$7.65K
Coastal Investment Advisors, Inc.	3	$3.56K

Not filed for Q1 2023 yet (3)

Institutions that held Wells Fargo & Company at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WFC.PL in Q4 2022 that haven't filed for Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Keystone Financial Group	2,560	$3.03M
Trustcore Financial Services, LLC	45	$53.3K
Cribstone Capital Management, LLC	4	$4.74K