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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 423 | $487.3K | 0.01% | −10−2.3% | Reduced |
| Graypoint LLC | 424 | $488.4K | 0.05% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 427 | $491.9K | 0.56% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 439 | $505.7K | 0.09% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $511.5K | 0.32% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 484 | $557.6K | 0.20% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 505 | $581.8K | 0.35% | −10−1.9% | Reduced |
| UBS Asset Management Americas Inc | – | $588.1K | 0.00% | – | – |
| Pekin Hardy Strauss, Inc. | 515 | $593.3K | 0.09% | −55−9.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 548 | $631.3K | 0.02% | −50−8.4% | Reduced |
| United Capital Financial Advisers, LLC | 570 | $656.6K | 0.00% | −2−0.3% | Reduced |
| Valeo Financial Advisors, LLC | 81,872 | $658.5K | 0.03% | −50−0.1% | Reduced |
| Bowman & Co S.C. | 576 | $664.5K | 0.50% | −65−10.1% | Reduced |
| Wedbush Securities Inc | 578 | $666.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 587 | $675.0K | 0.00% | +327+125.8% | Added |
| First Hawaiian Bank | 589 | $678.5K | 0.02% | −29−4.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 615 | $708.5K | 0.01% | +615 | New |
| Islay Capital Management, LLC | 635 | $731.5K | 0.64% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 648 | $746.0K | 0.04% | −1−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 667 | $768.0K | 0.00% | +310+86.8% | Added |
| Searle & Co. | 654 | $771.1K | 0.24% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 695 | $800.6K | 0.05% | +30+4.5% | Added |
| Chilton Investment Co LLC | 731 | $842.1K | 0.02% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 20,107 | $858.2K | 0.97% | −3,008−13.0% | Reduced |
| Chilton Capital Management LLC | 791 | $911.2K | 0.05% | −2−0.3% | Reduced |
| Van Hulzen Asset Management, LLC | 806 | $928.0K | 0.08% | −40−4.7% | Reduced |
| Pennsylvania Capital Management Inc | 825 | $950.4K | 0.41% | −36−4.2% | Reduced |
| Income Research & Management | 852 | $981.9K | 0.61% | −573−40.2% | Reduced |
| Scotia Capital Inc. | 862 | $993.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 878 | $1.01M | 0.00% | −475−35.1% | Reduced |
| Russell Investments Group, Ltd. | 900,000 | $1.04M | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 921 | $1.06M | 0.00% | −35−3.7% | Reduced |
| Cresset Asset Management, LLC | 925 | $1.07M | 0.01% | +563+155.5% | Added |
| LexAurum Advisors, LLC | 926 | $1.07M | 0.32% | 00.0% | Unchanged |
| Bank of Montreal | 934 | $1.08M | 0.00% | +56+6.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $1.15M | 0.00% | +1,000 | New |
| Kelly Lawrence W & Associates Inc | 1,027 | $1.18M | 0.31% | −107−9.4% | Reduced |
| Seelaus Asset Management LLC | 1,044 | $1.20M | 0.95% | −44−4.0% | Reduced |
| Chicago Partners Investment Group LLC | 1,033 | $1.21M | 0.06% | +105+11.3% | Added |
| StoneX Group Inc. | 1,079 | $1.24M | 0.13% | +113+11.7% | Added |
| Montag A & Associates Inc | 1,100 | $1.27M | 0.08% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 1,100 | $1.27M | 0.51% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,133 | $1.31M | 0.29% | −55−4.6% | Reduced |
| Cohen & Steers, Inc. | 1,150 | $1.32M | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,228 | $1.41M | 0.00% | +75+6.5% | Added |
| Rational Advisors LLC | 1,300 | $1.50M | 0.12% | +1,300 | New |
| SEI Investments Co | 1,398 | $1.61M | 0.00% | +3+0.2% | Added |
| Marathon Capital Management | 1,474 | $1.70M | 0.42% | −2−0.1% | Reduced |
| Truist Financial Corp | 1,480 | $1.70M | 0.00% | +57+4.0% | Added |
| Baird Financial Group, Inc. | 1,512 | $1.74M | 0.00% | +14+0.9% | Added |
| Macquarie Group Ltd | 1,527 | $1.76M | 0.00% | −165−9.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,529 | $1.76M | 0.00% | +84+5.8% | Added |
| Bowie Capital Management, LLC | 1,600 | $1.84M | 0.24% | 00.0% | Unchanged |
| Agf Management Ltd | 1,650 | $1.90M | 0.01% | −750−31.3% | Reduced |
| Everett Harris & Co | 1,710 | $1.98M | 0.03% | −93−5.2% | Reduced |
| CSM Advisors, LLC | 1,750 | $2.02M | 0.15% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,777 | $2.05M | 0.43% | −3−0.2% | Reduced |
| Seven Springs Wealth Group, LLC | 1,965 | $2.26M | 1.07% | +103+5.5% | Added |
| Envestnet Asset Management Inc | 2,024 | $2.33M | 0.00% | −29−1.4% | Reduced |
| CI Private Wealth, LLC | 2,088 | $2.41M | 0.01% | +28+1.4% | Added |
| Bessemer Group Inc | 2,271 | $2.62M | 0.01% | 00.0% | Unchanged |
| Summitry LLC | 2,423 | $2.79M | 0.18% | −20−0.8% | Reduced |
| Keystone Financial Group | 2,576 | $2.97M | 0.50% | +2,576 | New |
| Wittenberg Investment Management, Inc. | 2,664 | $3.07M | 1.11% | −63−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 2,686 | $3.10M | 0.01% | +10.0% | Added |
| Pier 88 Investment Partners LLC | 2,752 | $3.17M | 0.79% | +1,300+89.5% | Added |
| First Foundation Advisors | 2,816 | $3.24M | 0.14% | +41+1.5% | Added |
| Janney Montgomery Scott LLC | 2,913 | $3.36M | 0.01% | +124+4.4% | Added |
| SG Americas Securities, LLC | 3,000 | $3.46M | 0.03% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $3.57M | 0.25% | −15−0.5% | Reduced |
| LPL Financial LLC | 3,117 | $3.59M | 0.00% | +85+2.8% | Added |
| Goldman Sachs Group Inc | 3,280 | $3.78M | 0.00% | −227−6.5% | Reduced |
| Wells Fargo & Company | 3,380 | $3.89M | 0.00% | −85−2.5% | Reduced |
| Knightsbridge Asset Management, LLC | 3,448 | $3.97M | 1.28% | −2,808−44.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,498 | $4.03M | 0.46% | −55−1.5% | Reduced |
| Wellington Management Group LLP | 3,804 | $4.38M | 0.00% | +1,895+99.3% | Added |
| Laffer Tengler Investments | 3,819 | $4.40M | 1.17% | +283+8.0% | Added |
| Hudson Capital Management LLC | 3,871 | $4.46M | 1.71% | +60+1.6% | Added |
| Mariner, LLC | 4,485 | $5.17M | 0.01% | −74−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 4,514 | $5.20M | 0.01% | +75+1.7% | Added |
| Neuberger Berman Group LLC | 4,659 | $5.37M | 0.00% | −16−0.3% | Reduced |
| Ulland Investment Advisors, LLC | 4,659 | $5.37M | 5.51% | +4,371+1,517.7% | Added |
| Jefferies Financial Group Inc. | 4,750 | $5.47M | 0.12% | −74−1.5% | Reduced |
| Phraction Management LLC | 4,934 | $5.69M | 2.81% | −134−2.6% | Reduced |
| Stifel Financial Corp | 4,949 | $5.70M | 0.01% | +117+2.4% | Added |
| Kestra Advisory Services, LLC | 5,278 | $6.08M | 0.06% | +491+10.3% | Added |
| Crawford Investment Counsel Inc | 5,616 | $6.47M | 0.13% | +88+1.6% | Added |
| Norris Perne & French LLP | 5,630 | $6.49M | 0.55% | +71+1.3% | Added |
| Stratos Wealth Partners, LTD. | 5,776 | $6.66M | 0.15% | +4,778+478.8% | Added |
| JPMorgan Chase & Co | 5,812 | $6.70M | 0.00% | +131+2.3% | Added |
| Western Asset Management Company, LLC | 5,865 | $6.76M | 3.02% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 6,000 | $6.91M | 6.23% | 00.0% | Unchanged |
| UBS Group AG | 6,036 | $6.95M | 0.00% | −228−3.6% | Reduced |
| Conning Inc. | 7,465 | $8.60M | 0.29% | 00.0% | Unchanged |
| AEGON USA Investment Management, LLC | 8,000 | $9.22M | 5.29% | 00.0% | Unchanged |
| Raymond James & Associates | 8,077 | $9.30M | 0.01% | +273+3.5% | Added |
| Calamos Advisors LLC | 8,193 | $9.44M | 0.05% | −2,492−23.3% | Reduced |
| RB Capital Management, LLC | 8,202 | $9.45M | 2.91% | −375−4.4% | Reduced |
| Palisade Capital Management LLC | 8,528 | $9.83M | 0.26% | −1,850−17.8% | Reduced |
| Citigroup Inc | 10,547 | $12.2M | 0.02% | −482−4.4% | Reduced |