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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 83 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $2.00K | 0.00% | +2 | New |
| North Star Investment Management Corp. | 2 | $2.35K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $2.35K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $2.35K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3 | $3.53K | 0.00% | +3 | New |
| Asset Dedication, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 4 | $4.71K | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 5 | $5.88K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5 | $5.88K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $5.88K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 5 | $5.96K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $7.06K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 7 | $8.23K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 9 | $10.6K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10 | $11.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $11.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $11.8K | 0.01% | +10 | New |
| Spire Wealth Management | 13 | $15.3K | 0.00% | +10+333.3% | Added |
| Manchester Capital Management LLC | 15 | $17.6K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 15 | $17.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15 | $17.6K | 0.00% | +10+200.0% | Added |
| JFS Wealth Advisors, LLC | 20 | $23.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 20 | $24.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 21 | $25.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 25 | $29.2K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $29.4K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 26 | $30.6K | 0.01% | +26 | New |
| Allworth Financial LP | 33 | $38.8K | 0.00% | −4−10.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 38 | $44.7K | 0.01% | +38 | New |
| Logan Capital Management Inc | 44 | $51.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 47 | $55.3K | 0.01% | +47 | New |
| Pointe Capital Management LLC | 55 | $64.2K | 0.05% | +55 | New |
| Franklin Resources Inc | 63 | $74.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 68 | $80.0K | 0.00% | −1−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 70 | $82.3K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 85 | $100.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 85 | $100.3K | 0.01% | +4+4.9% | Added |
| WealthPLAN Partners, LLC | 87 | $102.3K | 0.01% | +87 | New |
| Hills Bank & Trust Co | 90 | $105.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 92 | $108.0K | 0.00% | +13+16.5% | Added |
| Wolverine Asset Management LLC | 96 | $111.1K | 0.00% | −405−80.8% | Reduced |
| Powell Investment Advisors, LLC | 100 | $116.2K | 0.06% | −14−12.3% | Reduced |
| Granite FO LLC | 100 | $116.8K | 0.07% | +100 | New |
| Federation des caisses Desjardins du Quebec | 103 | $121.2K | 0.00% | −1,155−91.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 103 | $121.2K | 0.00% | +2+2.0% | Added |
| Pinnacle Financial Partners Inc | 130 | $152.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 131 | $154.1K | 0.00% | −75−36.4% | Reduced |
| Brown Brothers Harriman & Co | 150 | $176.4K | 0.00% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 159 | $187.0K | 0.15% | +10+6.7% | Added |
| IFP Advisors, Inc | 150 | $188.7K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 171 | $201.1K | 0.02% | −20−10.5% | Reduced |
| Bridgewealth Advisory Group, LLC | 172 | $202.3K | 0.37% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 175 | $205.8K | 0.03% | 00.0% | Unchanged |
| Montecito Bank & Trust | 185 | $213.2K | 0.05% | −35−15.9% | Reduced |
| Financial Advocates Investment Management | 183 | $215.2K | 0.02% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 185 | $217.6K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 187 | $220.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 188 | $221.0K | 0.02% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 191 | $225.2K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 193 | $227.0K | 0.03% | +5+2.7% | Added |
| Gries Financial LLC | 199 | $234.1K | 0.07% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 200 | $235.3K | 0.01% | +200 | New |
| Strategic Advisors LLC | 202 | $237.9K | 0.05% | 00.0% | Unchanged |
| RDA Financial Network | 208 | $244.7K | 0.11% | +5+2.5% | Added |
| Ameritas Advisory Services, LLC | 210 | $246.6K | 0.01% | −90−30.0% | Reduced |
| Cove Street Capital, LLC | 220 | $259.0K | 0.08% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 221 | $260.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 227 | $267.0K | 0.00% | +2+0.9% | Added |
| Cerity Partners LLC | 229 | $268.6K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 238 | $275.2K | 0.00% | +54+29.3% | Added |
| Principle Wealth Partners LLC | 250 | $294.1K | 0.03% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 250 | $294.1K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 250 | $294.1K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $294.1K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 259 | $304.6K | 0.00% | −8−3.0% | Reduced |
| HighTower Advisors, LLC | 260 | $309.0K | 0.00% | +1+0.4% | Added |
| M&T Bank Corp | 265 | $311.7K | 0.00% | −50−15.9% | Reduced |
| Cetera Advisors LLC | 268 | $315.2K | 0.01% | +39+17.0% | Added |
| Newman Dignan & Sheerar, Inc. | 270 | $317.8K | 0.10% | +3+1.1% | Added |
| The PNC Financial Services Group, Inc. | 271 | $318.8K | 0.00% | −20−6.9% | Reduced |
| Westshore Wealth, LLC | 272 | $319.9K | 0.17% | +4+1.5% | Added |
| Smith, Moore & Co. | 285 | $335.2K | 0.05% | +30+11.8% | Added |
| Ulland Investment Advisors, LLC | 288 | $339.0K | 0.40% | +130+82.3% | Added |
| Hamel Associates, Inc. | 300 | $352.9K | 0.12% | −45−13.0% | Reduced |
| Whittier Trust Co | 314 | $369.3K | 0.01% | −15−4.6% | Reduced |
| Mercer Global Advisors Inc | 320 | $376.0K | 0.00% | +79+32.8% | Added |
| Quest Investment Management LLC | 321 | $377.6K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 346 | $407.0K | 0.00% | +346 | New |
| ELCO Management Co., LLC | 350 | $411.7K | 0.30% | 00.0% | Unchanged |
| Savant Capital, LLC | 350 | $411.7K | 0.01% | +350 | New |
| Citadel Advisors LLC | 351 | $412.9K | 0.00% | +50+16.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 357 | $420.0K | 0.00% | +14+4.1% | Added |
| Cresset Asset Management, LLC | 362 | $425.8K | 0.01% | +362 | New |
| Brown Advisory Inc | 370 | $427.9K | 0.00% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 367 | $429.5K | 0.15% | +367 | New |
| Independent Advisor Alliance | 366 | $430.5K | 0.02% | +366 | New |
| Consolidated Portfolio Review Corp | 367 | $432.0K | 0.12% | +367 | New |
| AlphaCore Capital LLC | 368 | $433.3K | 0.11% | +334+982.4% | Added |
| Michael B. Yongue | 379 | $445.8K | 0.43% | −31−7.6% | Reduced |