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 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | – | $446.0K | 0.00% | – | – |
| TownSquare Capital, LLC | 394 | $463.4K | 0.01% | −18−4.4% | Reduced |
| Heirloom Wealth Management | 397 | $467.0K | 0.22% | −5−1.2% | Reduced |
| Aull & Monroe Investment Management Corp | 403 | $474.0K | 0.24% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 415 | $488.1K | 0.02% | +46+12.5% | Added |
| Resources Investment Advisors, LLC. | 416 | $489.3K | 0.01% | +2+0.5% | Added |
| NewEdge Wealth, LLC | 420 | $494.0K | 0.02% | +51+13.8% | Added |
| Graypoint LLC | 424 | $498.7K | 0.05% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 427 | $502.3K | 0.72% | −10−2.3% | Reduced |
| D.A. Davidson & Co. | 433 | $508.9K | 0.01% | +51+13.4% | Added |
| Blair William & Co | 437 | $514.0K | 0.00% | +37+9.3% | Added |
| TCG Advisory Services, LLC | 439 | $516.4K | 0.11% | +439 | New |
| Marathon Trading Investment Management LLC | 444 | $522.3K | 0.25% | 00.0% | Unchanged |
| DFPG Investments, LLC | 479 | $563.4K | 0.06% | +479 | New |
| Fernwood Investment Management, LLC | 484 | $569.3K | 0.22% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | – | $588.1K | 0.00% | – | – |
| Independent Wealth Network Inc. | 515 | $605.8K | 0.39% | −2−0.4% | Reduced |
| Creative Planning | 517 | $608.1K | 0.00% | −87−14.4% | Reduced |
| Pathway Financial Advisers, LLC | 538 | $632.8K | 0.25% | +13+2.5% | Added |
| Pekin Hardy Strauss, Inc. | 570 | $670.5K | 0.10% | −601−51.3% | Reduced |
| United Capital Financial Advisers, LLC | 572 | $672.8K | 0.00% | −158−21.6% | Reduced |
| Wedbush Securities Inc | 578 | $680.0K | 0.03% | −19−3.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 598 | $703.4K | 0.03% | −50−7.7% | Reduced |
| First Hawaiian Bank | 618 | $726.9K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 81,922 | $729.5K | 0.04% | −90−0.1% | Reduced |
| Islay Capital Management, LLC | 635 | $746.9K | 0.73% | +635 | New |
| Centaurus Financial, Inc. | 639 | $752.0K | 0.06% | −8−1.2% | Reduced |
| Bowman & Co S.C. | 641 | $754.2K | 0.55% | +4+0.6% | Added |
| Ingalls & Snyder LLC | 649 | $763.0K | 0.04% | −28−4.1% | Reduced |
| Searle & Co. | 654 | $763.9K | 0.25% | −21−3.1% | Reduced |
| Level Four Advisory Services, LLC | 665 | $782.2K | 0.05% | +20+3.1% | Added |
| Chilton Investment Co LLC | 731 | $859.8K | 0.03% | −569−43.8% | Reduced |
| Coastwise Capital Group, LLC | 23,115 | $864.0K | 0.99% | +963+4.3% | Added |
| Chilton Capital Management LLC | 793 | $932.8K | 0.05% | −6−0.8% | Reduced |
| Van Hulzen Asset Management, LLC | 846 | $995.0K | 0.09% | −361−29.9% | Reduced |
| Pennsylvania Capital Management Inc | 861 | $1.01M | 0.49% | 00.0% | Unchanged |
| Scotia Capital Inc. | 862 | $1.01M | 0.01% | +150+21.1% | Added |
| Bank of Montreal | 878 | $1.02M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 900,000 | $1.06M | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 928 | $1.09M | 0.06% | −28−2.9% | Reduced |
| LexAurum Advisors, LLC | 926 | $1.09M | 0.36% | −20−2.1% | Reduced |
| Captrust Financial Advisors | 956 | $1.11M | 0.00% | +44+4.8% | Added |
| StoneX Group Inc. | 966 | $1.14M | 0.12% | +64+7.1% | Added |
| Stratos Wealth Partners, LTD. | 998 | $1.17M | 0.03% | −3,843−79.4% | Reduced |
| Asset Allocation & Management Company, LLC | 1,100 | $1.27M | 0.51% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,088 | $1.27M | 0.96% | +120+12.4% | Added |
| Montag A & Associates Inc | 1,100 | $1.29M | 0.08% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,134 | $1.31M | 0.35% | 00.0% | Unchanged |
| National Bank of Canada | 1,153 | $1.34M | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,150 | $1.35M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,156 | $1.36M | 0.00% | +54+4.9% | Added |
| Founders Capital Management, LLC | 1,188 | $1.40M | 0.35% | −4−0.3% | Reduced |
| Icon Advisers Inc | 1,189 | $1.40M | 0.36% | +1,189 | New |
| Rockefeller Capital Management L.P. | 1,257 | $1.48M | 0.01% | −4−0.3% | Reduced |
| US Bancorp | 1,353 | $1.59M | 0.00% | −5−0.4% | Reduced |
| SEI Investments Co | 1,395 | $1.64M | 0.00% | +4+0.3% | Added |
| Income Research & Management | 1,425 | $1.64M | 0.85% | 00.0% | Unchanged |
| Truist Financial Corp | 1,423 | $1.67M | 0.00% | +96+7.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,445 | $1.70M | 0.00% | +224+18.3% | Added |
| Pier 88 Investment Partners LLC | 1,452 | $1.71M | 0.41% | −15,043−91.2% | Reduced |
| Marathon Capital Management | 1,476 | $1.74M | 0.43% | −7−0.5% | Reduced |
| Baird Financial Group, Inc. | 1,498 | $1.76M | 0.00% | +240+19.1% | Added |
| Bowie Capital Management, LLC | 1,600 | $1.88M | 0.27% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,692 | $1.97M | 0.00% | −256−13.1% | Reduced |
| CSM Advisors, LLC | 1,750 | $2.06M | 0.18% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,780 | $2.09M | 0.47% | +15+0.8% | Added |
| Everett Harris & Co | 1,803 | $2.12M | 0.03% | −25−1.4% | Reduced |
| Seven Springs Wealth Group, LLC | 1,862 | $2.19M | 1.08% | +53+2.9% | Added |
| Wellington Management Group LLP | 1,909 | $2.20M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 2,053 | $2.42M | 0.00% | +167+8.9% | Added |
| CI Private Wealth, LLC | 2,060 | $2.42M | 0.01% | +2,060 | New |
| Bessemer Group Inc | 2,271 | $2.67M | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 2,400 | $2.82M | 0.02% | 00.0% | Unchanged |
| Summitry LLC | 2,443 | $2.87M | 0.19% | −60−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,685 | $3.16M | 0.01% | +353+15.1% | Added |
| Wittenberg Investment Management, Inc. | 2,727 | $3.21M | 1.19% | 00.0% | Unchanged |
| First Foundation Advisors | 2,775 | $3.26M | 0.15% | −331−10.7% | Reduced |
| Janney Montgomery Scott LLC | 2,789 | $3.28M | 0.01% | +153+5.8% | Added |
| SG Americas Securities, LLC | 3,000 | $3.53M | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 3,032 | $3.57M | 0.00% | +129+4.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,117 | $3.67M | 0.28% | +100+3.3% | Added |
| Jane Street Group, LLC | 3,363 | $3.96M | 0.01% | +2,757+455.0% | Added |
| Goldman Sachs Group Inc | 3,507 | $4.04M | 0.00% | −38−1.1% | Reduced |
| Wells Fargo & Company | 3,465 | $4.08M | 0.00% | +147+4.4% | Added |
| Laffer Tengler Investments | 3,536 | $4.09M | 1.11% | −38−1.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,553 | $4.18M | 0.51% | +18+0.5% | Added |
| Hudson Capital Management LLC | 3,811 | $4.48M | 1.78% | +108+2.9% | Added |
| Richard C. Young & CO., LTD. | 4,349 | $5.12M | 0.70% | −90−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 4,439 | $5.22M | 0.01% | +1,777+66.8% | Added |
| Mariner, LLC | 4,559 | $5.36M | 0.02% | −36−0.8% | Reduced |
| Neuberger Berman Group LLC | 4,675 | $5.50M | 0.01% | −25−0.5% | Reduced |
| Kestra Advisory Services, LLC | 4,787 | $5.63M | 0.06% | −238−4.7% | Reduced |
| Stifel Financial Corp | 4,832 | $5.66M | 0.01% | −79−1.6% | Reduced |
| Jefferies Financial Group Inc. | 4,824 | $5.67M | 0.12% | +1,810+60.1% | Added |
| Phraction Management LLC | 5,068 | $5.94M | 3.41% | +400+8.6% | Added |
| Crawford Investment Counsel Inc | 5,528 | $6.37M | 0.14% | +1,703+44.5% | Added |
| Norris Perne & French LLP | 5,559 | $6.54M | 0.60% | −28−0.5% | Reduced |
| JPMorgan Chase & Co | 5,681 | $6.68M | 0.00% | +26+0.5% | Added |
| Western Asset Management Company, LLC | 5,865 | $6.90M | 3.31% | −3−0.1% | Reduced |
| Penn Mutual Asset Management, LLC | 6,000 | $7.06M | 6.70% | 00.0% | Unchanged |