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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 926 | $1.09M | 0.36% | −20−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 928 | $1.09M | 0.06% | −28−2.9% | Reduced |
| Russell Investments Group, Ltd. | 900,000 | $1.06M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 878 | $1.02M | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 862 | $1.01M | 0.01% | +150+21.1% | Added |
| Pennsylvania Capital Management Inc | 861 | $1.01M | 0.49% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 846 | $995.0K | 0.09% | −361−29.9% | Reduced |
| Chilton Capital Management LLC | 793 | $932.8K | 0.05% | −6−0.8% | Reduced |
| Coastwise Capital Group, LLC | 23,115 | $864.0K | 0.99% | +963+4.3% | Added |
| Chilton Investment Co LLC | 731 | $859.8K | 0.03% | −569−43.8% | Reduced |
| Level Four Advisory Services, LLC | 665 | $782.2K | 0.05% | +20+3.1% | Added |
| Searle & Co. | 654 | $763.9K | 0.25% | −21−3.1% | Reduced |
| Ingalls & Snyder LLC | 649 | $763.0K | 0.04% | −28−4.1% | Reduced |
| Bowman & Co S.C. | 641 | $754.2K | 0.55% | +4+0.6% | Added |
| Centaurus Financial, Inc. | 639 | $752.0K | 0.06% | −8−1.2% | Reduced |
| Islay Capital Management, LLC | 635 | $746.9K | 0.73% | +635 | New |
| Valeo Financial Advisors, LLC | 81,922 | $729.5K | 0.04% | −90−0.1% | Reduced |
| First Hawaiian Bank | 618 | $726.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 598 | $703.4K | 0.03% | −50−7.7% | Reduced |
| Wedbush Securities Inc | 578 | $680.0K | 0.03% | −19−3.2% | Reduced |
| United Capital Financial Advisers, LLC | 572 | $672.8K | 0.00% | −158−21.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 570 | $670.5K | 0.10% | −601−51.3% | Reduced |
| Pathway Financial Advisers, LLC | 538 | $632.8K | 0.25% | +13+2.5% | Added |
| Creative Planning | 517 | $608.1K | 0.00% | −87−14.4% | Reduced |
| Independent Wealth Network Inc. | 515 | $605.8K | 0.39% | −2−0.4% | Reduced |
| UBS Asset Management Americas Inc | – | $588.1K | 0.00% | – | – |
| Fernwood Investment Management, LLC | 484 | $569.3K | 0.22% | 00.0% | Unchanged |
| DFPG Investments, LLC | 479 | $563.4K | 0.06% | +479 | New |
| Marathon Trading Investment Management LLC | 444 | $522.3K | 0.25% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 439 | $516.4K | 0.11% | +439 | New |
| Blair William & Co | 437 | $514.0K | 0.00% | +37+9.3% | Added |
| D.A. Davidson & Co. | 433 | $508.9K | 0.01% | +51+13.4% | Added |
| Crew Capital Management, Ltd. | 427 | $502.3K | 0.72% | −10−2.3% | Reduced |
| Graypoint LLC | 424 | $498.7K | 0.05% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 420 | $494.0K | 0.02% | +51+13.8% | Added |
| Resources Investment Advisors, LLC. | 416 | $489.3K | 0.01% | +2+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 415 | $488.1K | 0.02% | +46+12.5% | Added |
| Aull & Monroe Investment Management Corp | 403 | $474.0K | 0.24% | 00.0% | Unchanged |
| Heirloom Wealth Management | 397 | $467.0K | 0.22% | −5−1.2% | Reduced |
| TownSquare Capital, LLC | 394 | $463.4K | 0.01% | −18−4.4% | Reduced |
| Nuveen Asset Management, LLC | – | $446.0K | 0.00% | – | – |
| Michael B. Yongue | 379 | $445.8K | 0.43% | −31−7.6% | Reduced |
| AlphaCore Capital LLC | 368 | $433.3K | 0.11% | +334+982.4% | Added |
| Consolidated Portfolio Review Corp | 367 | $432.0K | 0.12% | +367 | New |
| Independent Advisor Alliance | 366 | $430.5K | 0.02% | +366 | New |
| Wambolt & Associates, LLC | 367 | $429.5K | 0.15% | +367 | New |
| Brown Advisory Inc | 370 | $427.9K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 362 | $425.8K | 0.01% | +362 | New |
| Cambridge Investment Research Advisors, Inc. | 357 | $420.0K | 0.00% | +14+4.1% | Added |
| Citadel Advisors LLC | 351 | $412.9K | 0.00% | +50+16.6% | Added |
| Savant Capital, LLC | 350 | $411.7K | 0.01% | +350 | New |
| ELCO Management Co., LLC | 350 | $411.7K | 0.30% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 346 | $407.0K | 0.00% | +346 | New |
| Quest Investment Management LLC | 321 | $377.6K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 320 | $376.0K | 0.00% | +79+32.8% | Added |
| Whittier Trust Co | 314 | $369.3K | 0.01% | −15−4.6% | Reduced |
| Hamel Associates, Inc. | 300 | $352.9K | 0.12% | −45−13.0% | Reduced |
| Ulland Investment Advisors, LLC | 288 | $339.0K | 0.40% | +130+82.3% | Added |
| Smith, Moore & Co. | 285 | $335.2K | 0.05% | +30+11.8% | Added |
| Westshore Wealth, LLC | 272 | $319.9K | 0.17% | +4+1.5% | Added |
| The PNC Financial Services Group, Inc. | 271 | $318.8K | 0.00% | −20−6.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 270 | $317.8K | 0.10% | +3+1.1% | Added |
| Cetera Advisors LLC | 268 | $315.2K | 0.01% | +39+17.0% | Added |
| M&T Bank Corp | 265 | $311.7K | 0.00% | −50−15.9% | Reduced |
| HighTower Advisors, LLC | 260 | $309.0K | 0.00% | +1+0.4% | Added |
| GWM Advisors LLC | 259 | $304.6K | 0.00% | −8−3.0% | Reduced |
| 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 |
| Principle Wealth Partners LLC | 250 | $294.1K | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 238 | $275.2K | 0.00% | +54+29.3% | Added |
| Cerity Partners LLC | 229 | $268.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 227 | $267.0K | 0.00% | +2+0.9% | Added |
| Berger Financial Group, Inc | 221 | $260.0K | 0.03% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 220 | $259.0K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 210 | $246.6K | 0.01% | −90−30.0% | Reduced |
| RDA Financial Network | 208 | $244.7K | 0.11% | +5+2.5% | Added |
| Strategic Advisors LLC | 202 | $237.9K | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 200 | $235.3K | 0.01% | +200 | New |
| Gries Financial LLC | 199 | $234.1K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 193 | $227.0K | 0.03% | +5+2.7% | Added |
| WealthBridge Capital Management, LLC | 191 | $225.2K | 0.09% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 188 | $221.0K | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 187 | $220.0K | 0.01% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 185 | $217.6K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 183 | $215.2K | 0.02% | 00.0% | Unchanged |
| Montecito Bank & Trust | 185 | $213.2K | 0.05% | −35−15.9% | Reduced |
| Journey Advisory Group, LLC | 175 | $205.8K | 0.03% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 172 | $202.3K | 0.37% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 171 | $201.1K | 0.02% | −20−10.5% | Reduced |
| IFP Advisors, Inc | 150 | $188.7K | 0.01% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 159 | $187.0K | 0.15% | +10+6.7% | Added |
| Brown Brothers Harriman & Co | 150 | $176.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 131 | $154.1K | 0.00% | −75−36.4% | Reduced |
| Pinnacle Financial Partners Inc | 130 | $152.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Granite FO LLC | 100 | $116.8K | 0.07% | +100 | New |
| Powell Investment Advisors, LLC | 100 | $116.2K | 0.06% | −14−12.3% | Reduced |
| Wolverine Asset Management LLC | 96 | $111.1K | 0.00% | −405−80.8% | Reduced |