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Livermore
ZHEN

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.

Other share classesWFCWFCNPWFC.PAWFC.PCWFC.PDWFC.PYWFC.PZ

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.

Institutional holdersQ2 2023: 232 institutions
Q1 2021: 30 institutionsQ2 2021: 27 institutionsQ3 2021: 26 institutionsQ4 2021: 221 institutionsQ1 2022: 210 institutionsQ2 2022: 234 institutionsQ3 2022: 232 institutionsQ4 2022: 242 institutionsQ1 2023: 241 institutionsQ2 2023: 232 institutionsQ3 2023: 236 institutionsQ4 2023: 246 institutionsQ1 2024: 254 institutionsQ2 2024: 253 institutionsQ3 2024: 258 institutionsQ4 2024: 259 institutionsQ1 2025: 267 institutionsQ2 2025: 275 institutionsQ3 2025: 255 institutionsQ4 2025: 268 institutionsQ1 2026: 266 institutionsQ2 2026: 256 institutions
Value heldQ2 2023: $3.40B
Q1 2021: $48.3MQ2 2021: $56.9MQ3 2021: $49.1MQ4 2021: $3.30BQ1 2022: $2.61BQ2 2022: $2.40BQ3 2022: $2.85BQ4 2022: $2.83BQ1 2023: $2.76BQ2 2023: $3.40BQ3 2023: $3.28BQ4 2023: $2.92BQ1 2024: $2.96BQ2 2024: $3.03BQ3 2024: $3.12BQ4 2024: $2.85BQ1 2025: $2.90BQ2 2025: $2.78BQ3 2025: $2.93BQ4 2025: $2.86BQ1 2026: $2.48BQ2 2026: $2.65B
Institutions holding WFC.PL and their total value by quarter
QuarterHoldersValue
Q2 2026256$2.65B
Q1 2026266$2.48B
Q4 2025268$2.86B
Q3 2025255$2.93B
Q2 2025275$2.78B
Q1 2025267$2.90B
Q4 2024259$2.85B
Q3 2024258$3.12B
Q2 2024253$3.03B
Q1 2024254$2.96B
Q4 2023246$2.92B
Q3 2023236$3.28B
Q2 2023232$3.40B
Q1 2023241$2.76B
Q4 2022242$2.83B
Q3 2022232$2.85B
Q2 2022234$2.40B
Q1 2022210$2.61B
Q4 2021221$3.30B
Q3 202126$49.1M
Q2 202127$56.9M
Q1 202130$48.3M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2023.

Institutions holding WFC.PL in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC83$00.00%00.0%Unchanged
AdvisorNet Financial, Inc2$2.30K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC2$2.30K0.00%00.0%Unchanged
North Star Investment Management Corp.2$2.30K0.00%00.0%Unchanged
Asset Dedication, LLC3$3.00K0.00%00.0%Unchanged
Jackson Hole Capital Partners, LLC3$3.46K0.00%00.0%Unchanged
Hoese & Co LLP5$5.76K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC5$5.76K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC5$5.76K0.00%00.0%Unchanged
Concord Wealth Partners5$5.76K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.6$7.07K0.00%00.0%Unchanged
Gradient Investments LLC7$8.06K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.7$8.06K0.00%+7New
Financial Advisory Service, Inc.9$10.4K0.00%00.0%Unchanged
Central Trust Co10$11.5K0.00%00.0%Unchanged
Glenmede Trust Co NA10$11.8K0.00%00.0%Unchanged
Spire Wealth Management13$15.0K0.00%00.0%Unchanged
Manchester Capital Management LLC15$17.3K0.00%00.0%Unchanged
GoalVest Advisory LLC15$17.3K0.01%+15New
Benjamin F. Edwards & Company, Inc.20$23.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC20$23.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC22$24.9K0.01%+1+4.8%Added
Albion Financial Group25$28.8K0.00%00.0%Unchanged
Global Financial Private Client, LLC25$28.9K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC32$36.9K0.01%−15−31.9%Reduced
Union Savings Bank32$37.7K0.02%+32New
Allworth Financial LP33$38.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc34$39.2K0.00%+34New
GPS Wealth Strategies Group, LLC38$43.8K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co43$49.5K0.00%−184−81.1%Reduced
Logan Capital Management Inc44$50.7K0.00%00.0%Unchanged
Millennium Management LLC45,000$51.8K0.00%+45,000New
Parallel Advisors, LLC56$64.5K0.00%+41+273.3%Added
Franklin Resources Inc63$72.6K0.00%00.0%Unchanged
Huntington National Bank68$78.3K0.00%00.0%Unchanged
Capital Investment Advisory Services, LLC70$80.6K0.01%00.0%Unchanged
Fifth Third Bancorp81$93.3K0.00%−50−38.2%Reduced
IMA Wealth, Inc.85$97.9K0.03%00.0%Unchanged
WealthPLAN Partners, LLC87$100.2K0.01%00.0%Unchanged
Hills Bank & Trust Co90$103.7K0.01%00.0%Unchanged
CWM, LLC93$107.0K0.00%+1+1.1%Added
Powell Investment Advisors, LLC100$115.7K0.07%00.0%Unchanged
Steward Partners Investment Advisory, LLC103$118.7K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec103$118.7K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc130$149.8K0.00%00.0%Unchanged
Coombe, Bender & Co LLC146$168.2K0.12%−13−8.2%Reduced
Brown Brothers Harriman & Co150$172.8K0.00%00.0%Unchanged
IFP Advisors, Inc150$188.7K0.01%00.0%Unchanged
Journey Advisory Group, LLC175$201.6K0.03%00.0%Unchanged
WealthBridge Capital Management, LLC177$203.7K0.08%−14−7.3%Reduced
Northeast Financial Consultants Inc185$213.1K0.01%00.0%Unchanged
Montecito Bank & Trust185$213.2K0.05%00.0%Unchanged
FineMark National Bank & Trust187$215.4K0.01%00.0%Unchanged
HB Wealth Management, LLC190$218.9K0.00%+190New
Private Trust Co NA192$221.2K0.03%−1−0.5%Reduced
Gries Financial LLC199$229.2K0.06%00.0%Unchanged
Sawtooth Solutions, LLC200$230.4K0.01%00.0%Unchanged
Strategic Advisors LLC203$233.6K0.04%+1+0.5%Added
AlphaCore Capital LLC210$242.3K0.04%−158−42.9%Reduced
RDA Financial Network212$244.2K0.10%+4+1.9%Added
TownSquare Capital, LLC217$250.0K0.00%−177−44.9%Reduced
Cove Street Capital, LLC220$253.6K0.08%00.0%Unchanged
Berger Financial Group, Inc221$254.6K0.03%00.0%Unchanged
Mercer Global Advisors Inc233$268.0K0.00%−87−27.2%Reduced
American Century Companies Inc238$275.2K0.00%00.0%Unchanged
Gabelli & Co Investment Advisers, Inc.250$288.0K0.05%00.0%Unchanged
First Horizon Advisors, Inc.250$288.0K0.01%00.0%Unchanged
Evanson Asset Management, LLC250$288.0K0.03%00.0%Unchanged
Principle Wealth Partners LLC250$288.0K0.03%00.0%Unchanged
GWM Advisors LLC259$298.4K0.00%00.0%Unchanged
DFPG Investments, LLC267$305.2K0.03%−212−44.3%Reduced
Wambolt & Associates, LLC266$306.0K0.11%−101−27.5%Reduced
Whittier Trust Co267$307.6K0.01%−47−15.0%Reduced
Newman Dignan & Sheerar, Inc.273$314.4K0.10%+3+1.1%Added
The PNC Financial Services Group, Inc.276$318.0K0.00%+5+1.8%Added
Cetera Advisors LLC276$318.0K0.01%+8+3.0%Added
Hamel Associates, Inc.300$345.6K0.12%00.0%Unchanged
Citadel Advisors LLC301$346.8K0.00%−50−14.2%Reduced
Susquehanna International Group, LLP302$347.9K0.00%−44−12.7%Reduced
Westshore Wealth, LLC306$352.5K0.18%+34+12.5%Added
Quest Investment Management LLC310$357.1K0.05%−11−3.4%Reduced
Heirloom Wealth Management316$364.0K0.16%−81−20.4%Reduced
Wolverine Asset Management LLC317$366.5K0.01%+221+230.2%Added
Farther Finance Advisors, LLC336$387.1K0.08%+336New
HRT Financial LP347$399.0K0.00%+347New
Savant Capital, LLC350$403.2K0.01%00.0%Unchanged
ELCO Management Co., LLC353$406.7K0.29%+3+0.9%Added
Independent Advisor Alliance366$421.6K0.02%00.0%Unchanged
Consolidated Portfolio Review Corp367$423.1K0.10%00.0%Unchanged
Michael B. Yongue379$436.6K0.41%00.0%Unchanged
Nuveen Asset Management, LLC38,247$440.6K0.00%––
Blair William & Co387$445.8K0.00%−50−11.4%Reduced
Vestmark Advisory Solutions, Inc.394$453.9K0.02%−21−5.1%Reduced
Creative Planning398$458.4K0.00%−119−23.0%Reduced
NewEdge Wealth, LLC398$458.5K0.02%−22−5.2%Reduced
Ameriprise Financial Inc401$462.0K0.00%−755−65.3%Reduced
WFA of San Diego, LLC402$463.1K0.45%+402New
Aull & Monroe Investment Management Corp403$464.3K0.23%00.0%Unchanged
Smith, Moore & Co.405$466.6K0.06%+120+42.1%Added
Resources Investment Advisors, LLC.418$481.5K0.01%+2+0.5%Added