Wells Fargo & Company
WFC- 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; 2,882 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
13F holders, Q2 2022
Institutional positions in Wells Fargo & Company as of Jun 30, 2022. 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
- 1,997
- −117 vs. Q1 2022
- Shares held
- 2.77B
- +27.9M (+1.0%) vs. Q1 2022
- Total value
- $108.7B
- −$24.4B (−18.3%) vs. Q1 2022
- New holders
- 99
- 749 more added
- Sold out
- 216
- 839 more reduced
30 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC 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 | 2,882 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 658 | $26.0K | 0.02% | +658 | New |
| Harel Insurance Investments & Financial Services Ltd. | 683 | $27.0K | 0.00% | −118,473−99.4% | Reduced |
| IMA Wealth, Inc. | 693 | $27.0K | 0.01% | −55,989−98.8% | Reduced |
| Hanson & Doremus Investment Management | 696 | $27.0K | 0.01% | −9−1.3% | Reduced |
| Kelly Financial Services LLC | 689 | $27.0K | 0.01% | +1+0.1% | Added |
| Timber Creek Capital Management LLC | 700 | $27.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 692 | $27.0K | 0.03% | +22+3.3% | Added |
| Carmichael Hill & Associates, Inc. | 719 | $28.0K | 0.02% | −1,761−71.0% | Reduced |
| Private Ocean, LLC | 720 | $28.0K | 0.00% | −12−1.6% | Reduced |
| Dividend Assets Capital, LLC | 750 | $29.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 742 | $29.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 741 | $29.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 775 | $30.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 789 | $30.0K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 767 | $30.0K | 0.01% | +673+716.0% | Added |
| Archer Investment Corp | 791 | $31.0K | 0.01% | −1,500−65.5% | Reduced |
| Tradewinds Capital Management, LLC | 795 | $31.0K | 0.01% | −2,866−78.3% | Reduced |
| Tortoise Investment Management, LLC | 800 | $31.0K | 0.01% | +400+100.0% | Added |
| Canton Hathaway, LLC | 815 | $32.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 812 | $32.0K | 0.02% | +129+18.9% | Added |
| Byrne Asset Management LLC | 866 | $34.0K | 0.03% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 900 | $35.0K | 0.01% | −200−18.2% | Reduced |
| Bogart Wealth, LLC | 896 | $35.0K | 0.00% | −5−0.6% | Reduced |
| Loomis Sayles & Co L P | 911 | $36.0K | 0.00% | −11,245−92.5% | Reduced |
| Rational Advisors LLC | 921 | $36.0K | 0.00% | +139+17.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 919 | $36.0K | 0.01% | +724+371.3% | Added |
| Rockbridge Investment Management, LCC | 940 | $36.8K | 0.01% | −3,091−76.7% | Reduced |
| Worth Asset Management, LLC | 950 | $37.0K | 0.03% | 00.0% | Unchanged |
| Westport Asset Management Inc | 1,000 | $39.0K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,000 | $39.0K | 0.03% | +1,000 | New |
| Horan Securities, Inc. | 993 | $41.0K | 0.03% | +121+13.9% | Added |
| NewSquare Capital LLC | 1,107 | $43.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1,113 | $43.0K | 0.04% | +5+0.5% | Added |
| MBM Wealth Consultants, LLC | 1,115 | $44.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,186 | $46.0K | 0.02% | +1+0.1% | Added |
| McIlrath & Eck, LLC | 1,194 | $47.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,189 | $47.0K | 0.09% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $48.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,275 | $50.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,276 | $50.0K | 0.05% | +7+0.6% | Added |
| Monolith Advisors | 1,305 | $51.0K | 0.05% | −421−24.4% | Reduced |
| Johnson Midwest Financial, LLC | 1,308 | $51.0K | 0.07% | +7+0.5% | Added |
| Lumature Wealth Partners, LLC | 1,299 | $51.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,321 | $52.0K | 0.02% | −88−6.2% | Reduced |
| Bellevue Asset Management, LLC | 1,319 | $52.0K | 0.04% | +2+0.2% | Added |
| American National Bank | 1,320 | $52.0K | 0.01% | +1,018+337.1% | Added |
| Family CFO Inc | 1,347 | $52.8K | 0.06% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,345 | $53.0K | 0.04% | −175−11.5% | Reduced |
| Ulland Investment Advisors, LLC | 1,435 | $56.0K | 0.06% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,425 | $56.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,438 | $56.0K | 0.02% | +107+8.0% | Added |
| ACG Wealth | 1,461 | $57.0K | 0.01% | +1,461 | New |
| BCR Wealth Strategies, LLC | 1,483 | $58.0K | 0.06% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,500 | $59.0K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 1,518 | $62.0K | 0.04% | +203+15.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,618 | $63.0K | 0.04% | −2,011−55.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,627 | $64.0K | 0.00% | −8,139−83.3% | Reduced |
| Vigilant Capital Management, LLC | 1,633 | $64.0K | 0.01% | −95−5.5% | Reduced |
| Country Trust Bank | 1,653 | $65.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,718 | $67.0K | 0.02% | −238−12.2% | Reduced |
| Pinnacle Holdings, LLC | 1,732 | $67.8K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,741 | $68.0K | 0.03% | +8+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,742 | $68.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,766 | $69.0K | 0.05% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,765 | $69.0K | 0.04% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,761 | $69.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,785 | $70.0K | 0.01% | −100−5.3% | Reduced |
| Founders Capital Management | 1,813 | $71.0K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,800 | $71.0K | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,750 | $71.0K | 0.05% | +570+48.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,851 | $73.0K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,890 | $74.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,903 | $74.5K | 0.03% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,918 | $75.0K | 0.04% | +1,918 | New |
| Arlington Partners LLC | 1,963 | $77.0K | 0.03% | −569−22.5% | Reduced |
| Beacon Capital Management, LLC | 1,573 | $77.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2,001 | $78.0K | 0.03% | −34−1.7% | Reduced |
| Annapolis Financial Services, LLC | 2,017 | $79.0K | 0.03% | +3+0.1% | Added |
| First Financial Corp | 2,050 | $80.0K | 0.05% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 29,462 | $80.0K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,021 | $80.7K | 0.05% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,072 | $81.0K | 0.03% | −19,619−90.4% | Reduced |
| NuWave Investment Management, LLC | 2,087 | $82.0K | 0.11% | −4,046−66.0% | Reduced |
| Sargent Bickham Lagudis LLC | 2,101 | $82.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,128 | $83.0K | 0.06% | +50+2.4% | Added |
| Financial Perspectives, Inc | 2,182 | $85.5K | 0.05% | +4+0.2% | Added |
| Tevis Investment Management | 2,211 | $86.0K | 0.08% | +382+20.9% | Added |
| First Community Trust NA | 2,263 | $89.0K | 0.11% | −200−8.1% | Reduced |
| Aspire Private Capital, LLC | 2,329 | $91.0K | 0.03% | +128+5.8% | Added |
| Hoese & Co LLP | 2,374 | $93.0K | 0.10% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,410 | $94.0K | 0.06% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,392 | $94.0K | 0.00% | +594+33.0% | Added |
| West Paces Advisors Inc. | 2,407 | $94.3K | 0.03% | +58+2.5% | Added |
| CNB Bank | 2,416 | $95.0K | 0.06% | −144−5.6% | Reduced |
| Core Alternative Capital | 2,429 | $95.0K | 0.02% | −85−3.4% | Reduced |
| Northern Oak Wealth Management Inc | 2,417 | $95.0K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2,461 | $96.0K | 0.08% | −131,096−98.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,454 | $96.0K | 0.01% | −13,814−84.9% | Reduced |
| Missouri Trust & Investment Co | 2,440 | $96.0K | 0.06% | 00.0% | Unchanged |
| First Personal Financial Services | 2,489 | $97.0K | 0.03% | −4,920−66.4% | Reduced |