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.
Q2 2023 vs. Q1 2023
How the institutions holding Wells Fargo & Company changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 241 | 2 | 232 | −7 |
| Shares | 3.88M | 540 | 4.72M | +841.7K (+21.7%) |
| Value | $2.76B | $634.8K | $3.40B | +$639.2M (+23.1%) |
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Wells Fargo & Company at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Keystone Financial Group | 2,576 | $2.97M | 0.50% |
| Rational Advisors LLC | 1,300 | $1.50M | 0.12% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $1.15M | 0.00% |
| Buckingham Strategic Wealth, LLC | 615 | $708.5K | 0.01% |
| WFA of San Diego, LLC | 402 | $463.1K | 0.45% |
| HRT Financial LP | 347 | $399.0K | 0.00% |
| Farther Finance Advisors, LLC | 336 | $387.1K | 0.08% |
| HB Wealth Management, LLC | 190 | $218.9K | 0.00% |
| Millennium Management LLC | 45,000 | $51.8K | 0.00% |
| Farmers & Merchants Investments Inc | 34 | $39.2K | 0.00% |
| Union Savings Bank | 32 | $37.7K | 0.02% |
| GoalVest Advisory LLC | 15 | $17.3K | 0.01% |
| Financial Synergies Wealth Advisors, Inc. | 7 | $8.06K | 0.00% |
Sold out (20)
Institutions that held Wells Fargo & Company at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Richard C. Young & CO., LTD. | 4,349 | $5.12M |
| Jane Street Group, LLC | 3,363 | $3.96M |
| Rockefeller Capital Management L.P. | 1,257 | $1.48M |
| Icon Advisers Inc | 1,189 | $1.40M |
| Centaurus Financial, Inc. | 639 | $752.0K |
| Brown Advisory Inc | 370 | $427.9K |
| M&T Bank Corp | 265 | $311.7K |
| Cerity Partners LLC | 229 | $268.6K |
| Ameritas Advisory Services, LLC | 210 | $246.6K |
| Arete Wealth Advisors, LLC | 188 | $221.0K |
| Financial Advocates Investment Management | 183 | $215.2K |
| Bridgewealth Advisory Group, LLC | 172 | $202.3K |
| Obermeyer Wood Investment Counsel, LLLP | 171 | $201.1K |
| Granite FO LLC | 100 | $116.8K |
| Belpointe Asset Management LLC | 85 | $100.3K |
| Pointe Capital Management LLC | 55 | $64.2K |
| Providence Capital Advisors, LLC | 26 | $30.6K |
| Ellevest, Inc. | 15 | $17.6K |
| Raleigh Capital Management Inc. | 10 | $11.8K |
| Syverson Strege & Co | 4 | $4.71K |
Not filed for Q2 2023 yet (2)
Institutions that held Wells Fargo & Company at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Pathway Financial Advisers, LLC | 538 | $632.8K |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $2.00K |