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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 921 | $1.06M | 0.00% | −35−3.7% | Reduced |
| Russell Investments Group, Ltd. | 900,000 | $1.04M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 878 | $1.01M | 0.00% | −475−35.1% | Reduced |
| Scotia Capital Inc. | 862 | $993.0K | 0.01% | 00.0% | Unchanged |
| Income Research & Management | 852 | $981.9K | 0.61% | −573−40.2% | Reduced |
| Pennsylvania Capital Management Inc | 825 | $950.4K | 0.41% | −36−4.2% | Reduced |
| Van Hulzen Asset Management, LLC | 806 | $928.0K | 0.08% | −40−4.7% | Reduced |
| Chilton Capital Management LLC | 791 | $911.2K | 0.05% | −2−0.3% | Reduced |
| Coastwise Capital Group, LLC | 20,107 | $858.2K | 0.97% | −3,008−13.0% | Reduced |
| Chilton Investment Co LLC | 731 | $842.1K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 695 | $800.6K | 0.05% | +30+4.5% | Added |
| Searle & Co. | 654 | $771.1K | 0.24% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 667 | $768.0K | 0.00% | +310+86.8% | Added |
| Ingalls & Snyder LLC | 648 | $746.0K | 0.04% | −1−0.2% | Reduced |
| Islay Capital Management, LLC | 635 | $731.5K | 0.64% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 615 | $708.5K | 0.01% | +615 | New |
| First Hawaiian Bank | 589 | $678.5K | 0.02% | −29−4.7% | Reduced |
| HighTower Advisors, LLC | 587 | $675.0K | 0.00% | +327+125.8% | Added |
| Wedbush Securities Inc | 578 | $666.0K | 0.03% | 00.0% | Unchanged |
| Bowman & Co S.C. | 576 | $664.5K | 0.50% | −65−10.1% | Reduced |
| Valeo Financial Advisors, LLC | 81,872 | $658.5K | 0.03% | −50−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 570 | $656.6K | 0.00% | −2−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 548 | $631.3K | 0.02% | −50−8.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 515 | $593.3K | 0.09% | −55−9.6% | Reduced |
| UBS Asset Management Americas Inc | – | $588.1K | 0.00% | – | – |
| Independent Wealth Network Inc. | 505 | $581.8K | 0.35% | −10−1.9% | Reduced |
| Fernwood Investment Management, LLC | 484 | $557.6K | 0.20% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $511.5K | 0.32% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 439 | $505.7K | 0.09% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 427 | $491.9K | 0.56% | 00.0% | Unchanged |
| Graypoint LLC | 424 | $488.4K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 423 | $487.3K | 0.01% | −10−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 418 | $481.5K | 0.01% | +2+0.5% | Added |
| Smith, Moore & Co. | 405 | $466.6K | 0.06% | +120+42.1% | Added |
| Aull & Monroe Investment Management Corp | 403 | $464.3K | 0.23% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 402 | $463.1K | 0.45% | +402 | New |
| Ameriprise Financial Inc | 401 | $462.0K | 0.00% | −755−65.3% | Reduced |
| NewEdge Wealth, LLC | 398 | $458.5K | 0.02% | −22−5.2% | Reduced |
| Creative Planning | 398 | $458.4K | 0.00% | −119−23.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 394 | $453.9K | 0.02% | −21−5.1% | Reduced |
| Blair William & Co | 387 | $445.8K | 0.00% | −50−11.4% | Reduced |
| Nuveen Asset Management, LLC | 38,247 | $440.6K | 0.00% | – | – |
| Michael B. Yongue | 379 | $436.6K | 0.41% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 367 | $423.1K | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 366 | $421.6K | 0.02% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 353 | $406.7K | 0.29% | +3+0.9% | Added |
| Savant Capital, LLC | 350 | $403.2K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 347 | $399.0K | 0.00% | +347 | New |
| Farther Finance Advisors, LLC | 336 | $387.1K | 0.08% | +336 | New |
| Wolverine Asset Management LLC | 317 | $366.5K | 0.01% | +221+230.2% | Added |
| Heirloom Wealth Management | 316 | $364.0K | 0.16% | −81−20.4% | Reduced |
| Quest Investment Management LLC | 310 | $357.1K | 0.05% | −11−3.4% | Reduced |
| Westshore Wealth, LLC | 306 | $352.5K | 0.18% | +34+12.5% | Added |
| Susquehanna International Group, LLP | 302 | $347.9K | 0.00% | −44−12.7% | Reduced |
| Citadel Advisors LLC | 301 | $346.8K | 0.00% | −50−14.2% | Reduced |
| Hamel Associates, Inc. | 300 | $345.6K | 0.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 276 | $318.0K | 0.00% | +5+1.8% | Added |
| Cetera Advisors LLC | 276 | $318.0K | 0.01% | +8+3.0% | Added |
| Newman Dignan & Sheerar, Inc. | 273 | $314.4K | 0.10% | +3+1.1% | Added |
| Whittier Trust Co | 267 | $307.6K | 0.01% | −47−15.0% | Reduced |
| Wambolt & Associates, LLC | 266 | $306.0K | 0.11% | −101−27.5% | Reduced |
| DFPG Investments, LLC | 267 | $305.2K | 0.03% | −212−44.3% | Reduced |
| GWM Advisors LLC | 259 | $298.4K | 0.00% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 250 | $288.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 250 | $288.0K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $288.0K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 250 | $288.0K | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 238 | $275.2K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 233 | $268.0K | 0.00% | −87−27.2% | Reduced |
| Berger Financial Group, Inc | 221 | $254.6K | 0.03% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 220 | $253.6K | 0.08% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 217 | $250.0K | 0.00% | −177−44.9% | Reduced |
| RDA Financial Network | 212 | $244.2K | 0.10% | +4+1.9% | Added |
| AlphaCore Capital LLC | 210 | $242.3K | 0.04% | −158−42.9% | Reduced |
| Strategic Advisors LLC | 203 | $233.6K | 0.04% | +1+0.5% | Added |
| Sawtooth Solutions, LLC | 200 | $230.4K | 0.01% | 00.0% | Unchanged |
| Gries Financial LLC | 199 | $229.2K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 192 | $221.2K | 0.03% | −1−0.5% | Reduced |
| HB Wealth Management, LLC | 190 | $218.9K | 0.00% | +190 | New |
| FineMark National Bank & Trust | 187 | $215.4K | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 185 | $213.2K | 0.05% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 185 | $213.1K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 177 | $203.7K | 0.08% | −14−7.3% | Reduced |
| Journey Advisory Group, LLC | 175 | $201.6K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 150 | $188.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $172.8K | 0.00% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 146 | $168.2K | 0.12% | −13−8.2% | Reduced |
| Pinnacle Financial Partners Inc | 130 | $149.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 103 | $118.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 103 | $118.7K | 0.00% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 100 | $115.7K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 93 | $107.0K | 0.00% | +1+1.1% | Added |
| Hills Bank & Trust Co | 90 | $103.7K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 87 | $100.2K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 85 | $97.9K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 81 | $93.3K | 0.00% | −50−38.2% | Reduced |
| Capital Investment Advisory Services, LLC | 70 | $80.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 68 | $78.3K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 63 | $72.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 56 | $64.5K | 0.00% | +41+273.3% | Added |