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, Q2 2023
Institutional positions in Wells Fargo & Company as of Jun 30, 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
- 232
- −7 vs. Q1 2023
- Shares held
- 4.72M
- +841.7K (+21.7%) vs. Q1 2023
- Total value
- $3.40B
- +$639.2M (+23.1%) vs. Q1 2023
- New holders
- 13
- 58 more added
- Sold out
- 20
- 74 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Amundi | 669,205 | $769.6M | 0.39% | +563,603+533.7% | Added |
| Voya Investment Management LLC | 452,728 | $521.5M | 0.54% | −5,000−1.1% | Reduced |
| BlackRock Inc. | 216,589 | $249.5M | 0.01% | +11,180+5.4% | Added |
| Advent Capital Management | 177,185 | $204.9M | 4.10% | – | – |
| First Trust Advisors LP | 132,660 | $152.8M | 0.17% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 96,702 | $111.4M | 0.24% | +20,514+26.9% | Added |
| Victory Capital Management Inc | 91,743 | $105.7M | 0.12% | −2,651−2.8% | Reduced |
| State Street Corp | 82,545 | $95.0M | 0.00% | +16,700+25.4% | Added |
| Invesco Ltd. | 73,024 | $84.1M | 0.02% | +571+0.8% | Added |
| Manufacturers Life Insurance Company, The | 62,278 | $72.0M | 0.04% | +1,271+2.1% | Added |
| Allianz Asset Management GmbH | 61,256 | $70.6M | 0.15% | −18,484−23.2% | Reduced |
| Morgan Stanley | 59,373 | $68.7M | 0.01% | −2,459−4.0% | Reduced |
| Camden Asset Management L P | 57,427 | $66.2M | 2.30% | +3,839+7.2% | Added |
| Stonebridge Advisors LLC | 48,071 | $55.4M | 40.37% | −1,078−2.2% | Reduced |
| Spectrum Asset Management, Inc. | 46,041 | $53.0M | 43.79% | −2,252−4.7% | Reduced |
| FMR LLC | 41,855 | $48.2M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 35,071 | $40.4M | 0.00% | +2,057+6.2% | Added |
| Mackay Shields LLC | 29,384 | $34.0M | 0.95% | +50+0.2% | Added |
| First Eagle Investment Management, LLC | 28,241 | $32.5M | 0.08% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 734,168 | $31.3M | 0.05% | −2,093−0.3% | Reduced |
| Thrivent Financial for Lutherans | 24,076 | $27.7M | 0.06% | −1,050−4.2% | Reduced |
| Ssi Investment Management LLC | 22,754 | $26.2M | 1.84% | −277−1.2% | Reduced |
| Royal Bank of Canada | – | $25.4M | 0.01% | – | – |
| First Manhattan Co | 18,912 | $21.8M | 0.08% | +3,636+23.8% | Added |
| KCM Investment Advisors LLC | 17,593 | $20.3M | 0.81% | −454−2.5% | Reduced |
| New York State Common Retirement Fund | 15,417 | $17.8M | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 13,575 | $15.6M | 2.27% | +300+2.3% | Added |
| Oxbow Advisors, LLC | 13,470 | $15.5M | 2.44% | +306+2.3% | Added |
| Galvin, Gaustad & Stein, LLC | 12,920 | $14.9M | 1.44% | +172+1.3% | Added |
| JRM Investment Counsel, LLC | 11,908 | $13.7M | 5.82% | −269−2.2% | Reduced |
| Lord, Abbett & Co. LLC | 11,052 | $12.7M | 0.04% | −504−4.4% | Reduced |
| Alliancebernstein L.P. | 10,912 | $12.6M | 0.01% | +28+0.3% | Added |
| Citigroup Inc | 10,547 | $12.2M | 0.02% | −482−4.4% | Reduced |
| Palisade Capital Management LLC | 8,528 | $9.83M | 0.26% | −1,850−17.8% | Reduced |
| RB Capital Management, LLC | 8,202 | $9.45M | 2.91% | −375−4.4% | Reduced |
| Calamos Advisors LLC | 8,193 | $9.44M | 0.05% | −2,492−23.3% | Reduced |
| Raymond James & Associates | 8,077 | $9.30M | 0.01% | +273+3.5% | Added |
| AEGON USA Investment Management, LLC | 8,000 | $9.22M | 5.29% | 00.0% | Unchanged |
| Conning Inc. | 7,465 | $8.60M | 0.29% | 00.0% | Unchanged |
| UBS Group AG | 6,036 | $6.95M | 0.00% | −228−3.6% | Reduced |
| Penn Mutual Asset Management, LLC | 6,000 | $6.91M | 6.23% | 00.0% | Unchanged |
| Western Asset Management Company, LLC | 5,865 | $6.76M | 3.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,812 | $6.70M | 0.00% | +131+2.3% | Added |
| Stratos Wealth Partners, LTD. | 5,776 | $6.66M | 0.15% | +4,778+478.8% | Added |
| Norris Perne & French LLP | 5,630 | $6.49M | 0.55% | +71+1.3% | Added |
| Crawford Investment Counsel Inc | 5,616 | $6.47M | 0.13% | +88+1.6% | Added |
| Kestra Advisory Services, LLC | 5,278 | $6.08M | 0.06% | +491+10.3% | Added |
| Stifel Financial Corp | 4,949 | $5.70M | 0.01% | +117+2.4% | Added |
| Phraction Management LLC | 4,934 | $5.69M | 2.81% | −134−2.6% | Reduced |
| Jefferies Financial Group Inc. | 4,750 | $5.47M | 0.12% | −74−1.5% | Reduced |
| Ulland Investment Advisors, LLC | 4,659 | $5.37M | 5.51% | +4,371+1,517.7% | Added |
| Neuberger Berman Group LLC | 4,659 | $5.37M | 0.00% | −16−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 4,514 | $5.20M | 0.01% | +75+1.7% | Added |
| Mariner, LLC | 4,485 | $5.17M | 0.01% | −74−1.6% | Reduced |
| Hudson Capital Management LLC | 3,871 | $4.46M | 1.71% | +60+1.6% | Added |
| Laffer Tengler Investments | 3,819 | $4.40M | 1.17% | +283+8.0% | Added |
| Wellington Management Group LLP | 3,804 | $4.38M | 0.00% | +1,895+99.3% | Added |
| Edgemoor Investment Advisors, Inc. | 3,498 | $4.03M | 0.46% | −55−1.5% | Reduced |
| Knightsbridge Asset Management, LLC | 3,448 | $3.97M | 1.28% | −2,808−44.9% | Reduced |
| Wells Fargo & Company | 3,380 | $3.89M | 0.00% | −85−2.5% | Reduced |
| Goldman Sachs Group Inc | 3,280 | $3.78M | 0.00% | −227−6.5% | Reduced |
| LPL Financial LLC | 3,117 | $3.59M | 0.00% | +85+2.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $3.57M | 0.25% | −15−0.5% | Reduced |
| SG Americas Securities, LLC | 3,000 | $3.46M | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,913 | $3.36M | 0.01% | +124+4.4% | Added |
| First Foundation Advisors | 2,816 | $3.24M | 0.14% | +41+1.5% | Added |
| Pier 88 Investment Partners LLC | 2,752 | $3.17M | 0.79% | +1,300+89.5% | Added |
| Advisor Group Holdings, Inc. | 2,686 | $3.10M | 0.01% | +10.0% | Added |
| Wittenberg Investment Management, Inc. | 2,664 | $3.07M | 1.11% | −63−2.3% | Reduced |
| Keystone Financial Group | 2,576 | $2.97M | 0.50% | +2,576 | New |
| Summitry LLC | 2,423 | $2.79M | 0.18% | −20−0.8% | Reduced |
| Bessemer Group Inc | 2,271 | $2.62M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,088 | $2.41M | 0.01% | +28+1.4% | Added |
| Envestnet Asset Management Inc | 2,024 | $2.33M | 0.00% | −29−1.4% | Reduced |
| Seven Springs Wealth Group, LLC | 1,965 | $2.26M | 1.07% | +103+5.5% | Added |
| Schnieders Capital Management LLC | 1,777 | $2.05M | 0.43% | −3−0.2% | Reduced |
| CSM Advisors, LLC | 1,750 | $2.02M | 0.15% | 00.0% | Unchanged |
| Everett Harris & Co | 1,710 | $1.98M | 0.03% | −93−5.2% | Reduced |
| Agf Management Ltd | 1,650 | $1.90M | 0.01% | −750−31.3% | Reduced |
| Bowie Capital Management, LLC | 1,600 | $1.84M | 0.24% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,529 | $1.76M | 0.00% | +84+5.8% | Added |
| Macquarie Group Ltd | 1,527 | $1.76M | 0.00% | −165−9.8% | Reduced |
| Baird Financial Group, Inc. | 1,512 | $1.74M | 0.00% | +14+0.9% | Added |
| Truist Financial Corp | 1,480 | $1.70M | 0.00% | +57+4.0% | Added |
| Marathon Capital Management | 1,474 | $1.70M | 0.42% | −2−0.1% | Reduced |
| SEI Investments Co | 1,398 | $1.61M | 0.00% | +3+0.2% | Added |
| Rational Advisors LLC | 1,300 | $1.50M | 0.12% | +1,300 | New |
| National Bank of Canada | 1,228 | $1.41M | 0.00% | +75+6.5% | Added |
| Cohen & Steers, Inc. | 1,150 | $1.32M | 0.00% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,133 | $1.31M | 0.29% | −55−4.6% | Reduced |
| Asset Allocation & Management Company, LLC | 1,100 | $1.27M | 0.51% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $1.27M | 0.08% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,079 | $1.24M | 0.13% | +113+11.7% | Added |
| Chicago Partners Investment Group LLC | 1,033 | $1.21M | 0.06% | +105+11.3% | Added |
| Seelaus Asset Management LLC | 1,044 | $1.20M | 0.95% | −44−4.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,027 | $1.18M | 0.31% | −107−9.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $1.15M | 0.00% | +1,000 | New |
| Bank of Montreal | 934 | $1.08M | 0.00% | +56+6.4% | Added |
| LexAurum Advisors, LLC | 926 | $1.07M | 0.32% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 925 | $1.07M | 0.01% | +563+155.5% | Added |