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 |
|---|---|---|---|---|---|
| Allen Capital Group, LLC | 5,421 | $212.0K | 0.04% | +508+10.3% | Added |
| Inscription Capital, LLC | 5,404 | $212.0K | 0.04% | +5,404 | New |
| Cornerstone Wealth Group, LLC | 5,439 | $213.0K | 0.04% | −64,095−92.2% | Reduced |
| Atlas Brown,Inc. | 5,438 | $213.0K | 0.10% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,436 | $213.0K | 0.03% | +106+2.0% | Added |
| Sustainable Insight Capital Management, LLC | 4,900 | $213.0K | 0.21% | +200+4.3% | Added |
| Cape Cod Five Cents Savings Bank | 5,473 | $214.0K | 0.02% | +78+1.4% | Added |
| Aprio Wealth Management, LLC | 5,461 | $214.0K | 0.09% | +5,461 | New |
| Mogy Joel R Investment Counsel Inc | 5,500 | $215.0K | 0.02% | 00.0% | Unchanged |
| Summit Global Investments | 5,482 | $215.0K | 0.02% | +10.0% | Added |
| PBMares Wealth Management LLC | 5,503 | $216.0K | 0.09% | −1,236−18.3% | Reduced |
| Verity & Verity, LLC | 5,510 | $216.0K | 0.03% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 5,553 | $217.0K | 0.08% | −247−4.3% | Reduced |
| Narus Financial Partners, LLC | 5,545 | $217.2K | 0.14% | +5,545 | New |
| Glassman Wealth Services | 5,564 | $218.0K | 0.04% | −245−4.2% | Reduced |
| WoodTrust Financial Corp | 5,558 | $218.0K | 0.05% | +5,558 | New |
| Millennium Capital Advisors, LLC | 5,585 | $218.8K | 0.21% | +1,035+22.7% | Added |
| Aptus Capital Advisors, LLC | 5,587 | $219.0K | 0.01% | −1,546−21.7% | Reduced |
| Detalus Advisors, LLC | 5,600 | $219.0K | 0.13% | −43−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 5,647 | $221.0K | 0.03% | +6+0.1% | Added |
| Silverlake Wealth Management LLC | 5,661 | $221.7K | 0.14% | −2,304−28.9% | Reduced |
| First National Bank of Hutchinson | 5,668 | $222.0K | 0.17% | 00.0% | Unchanged |
| City State Bank | 5,686 | $223.0K | 0.16% | −534−8.6% | Reduced |
| Patten & Patten Inc | 5,689 | $223.0K | 0.02% | 00.0% | Unchanged |
| McDaniel Terry & Co | 5,690 | $223.0K | 0.03% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 5,690 | $223.0K | 0.03% | +100+1.8% | Added |
| Occidental Asset Management, LLC | 5,727 | $224.0K | 0.07% | −162−2.8% | Reduced |
| Boston Trust Walden Corp | 5,709 | $224.0K | 0.00% | −100−1.7% | Reduced |
| Americana Partners, LLC | 5,759 | $225.0K | 0.04% | −5,035−46.6% | Reduced |
| Powers Advisory Group, LLC | 5,755 | $225.0K | 0.17% | −90−1.5% | Reduced |
| BlackDiamond Wealth Management Inc. | 5,271 | $225.0K | 0.28% | +980+22.8% | Added |
| Davis R M Inc | 5,779 | $226.0K | 0.01% | −239−4.0% | Reduced |
| First Command Bank | 5,762 | $226.0K | 0.03% | +150+2.7% | Added |
| First Command Financial Services, Inc. | 5,762 | $226.0K | 0.03% | +150+2.7% | Added |
| Fieldpoint Private Securities, LLC | 5,798 | $227.0K | 0.07% | +1,528+35.8% | Added |
| Covestor Ltd | 5,788 | $227.0K | 0.19% | +2,001+52.8% | Added |
| Financial Advocates Investment Management | 5,820 | $228.0K | 0.02% | −34,002−85.4% | Reduced |
| Coastline Trust Co | 5,821 | $228.0K | 0.03% | +600+11.5% | Added |
| Townsend Asset Management Corp | 5,817 | $228.0K | 0.12% | +5,817 | New |
| LFA - Lugano Financial Advisors SA | 5,852 | $229.0K | 0.16% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 5,316 | $229.0K | 0.14% | −100−1.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,881 | $230.0K | 0.01% | +5,881 | New |
| Tranquilli Financial Advisor LLC | 5,907 | $231.0K | 0.18% | +784+15.3% | Added |
| Park National Corp | 5,923 | $232.0K | 0.01% | −30−0.5% | Reduced |
| Lake Street Financial LLC | 5,944 | $233.0K | 0.05% | −2,248−27.4% | Reduced |
| Concord Wealth Partners | 5,984 | $234.0K | 0.06% | −349−5.5% | Reduced |
| Gordian Capital Singapore Pte Ltd | 5,975 | $234.0K | 0.32% | +5,975 | New |
| Graypoint LLC | 6,000 | $235.0K | 0.03% | −3,758−38.5% | Reduced |
| CFO4Life Group, LLC | 5,697 | $235.0K | 0.06% | −1,294−18.5% | Reduced |
| Josh Arnold Investment Consultant, LLC | 6,000 | $235.0K | 0.30% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 6,027 | $236.0K | 0.13% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,020 | $236.0K | 0.03% | +516+9.4% | Added |
| KMG Fiduciary Partners, LLC | 6,041 | $237.0K | 0.04% | −29−0.5% | Reduced |
| SeaBridge Investment Advisors LLC | 6,045 | $237.0K | 0.08% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 6,040 | $237.0K | 0.10% | +500+9.0% | Added |
| Highland Private Wealth Management | 6,045 | $237.0K | 0.04% | +1,333+28.3% | Added |
| WMS Partners, LLC | 6,062 | $237.0K | 0.04% | +6,062 | New |
| Enterprise Financial Services Corp | 6,083 | $238.0K | 0.05% | −2,930−32.5% | Reduced |
| Ullmann Financial Group, Inc. | 6,081 | $238.0K | 0.06% | −878−12.6% | Reduced |
| Kesler, Norman & Wride, LLC | 6,074 | $238.0K | 0.07% | +10+0.2% | Added |
| Sage Mountain Advisors LLC | 6,075 | $238.0K | 0.04% | +89+1.5% | Added |
| Advisory Alpha, LLC | 6,063 | $238.0K | 0.02% | +683+12.7% | Added |
| Riverbridge Partners LLC | 6,100 | $239.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 6,100 | $239.0K | 0.10% | +800+15.1% | Added |
| Lakeview Capital Partners, LLC | 6,122 | $240.0K | 0.14% | +20.0% | Added |
| Magnus Financial Group LLC | 6,134 | $240.0K | 0.04% | +1,087+21.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 6,147 | $241.0K | 0.19% | +23+0.4% | Added |
| Buckingham Strategic Partners | 6,178 | $242.0K | 0.02% | −82−1.3% | Reduced |
| Legacy Financial Advisors, Inc. | 6,240 | $244.0K | 0.06% | −1,131−15.3% | Reduced |
| Acorn Wealth Advisors, LLC | 6,225 | $244.0K | 0.19% | −61−1.0% | Reduced |
| Investment Advisory Group, LLC | 6,242 | $244.0K | 0.17% | +10.0% | Added |
| Syverson Strege & Co | 6,238 | $244.0K | 0.09% | +359+6.1% | Added |
| Alerus Financial NA | 6,249 | $245.0K | 0.02% | −65,226−91.3% | Reduced |
| Independence Bank of Kentucky | 6,265 | $245.0K | 0.11% | 00.0% | Unchanged |
| Advisor Resource Council | 6,256 | $245.0K | 0.02% | +6,256 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 6,281 | $246.0K | 0.12% | −6,053−49.1% | Reduced |
| Wagner Wealth Management, LLC | 6,281 | $246.0K | 0.20% | −87−1.4% | Reduced |
| MONECO Advisors, LLC | 6,269 | $246.0K | 0.10% | +6,269 | New |
| Lawson Kroeker Investment Management Inc | 6,300 | $247.0K | 0.08% | −535−7.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 6,303 | $247.0K | 0.11% | −131−2.0% | Reduced |
| Brave Asset Management Inc | 6,301 | $247.0K | 0.11% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 6,342 | $248.0K | 0.06% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 6,332 | $248.0K | 0.14% | 00.0% | Unchanged |
| Bank of Hawaii | 6,343 | $248.0K | 0.02% | +1,970+45.0% | Added |
| Fortune 45 LLC | 6,355 | $248.0K | 0.28% | +6,355 | New |
| Auxano Advisors, LLC | 6,368 | $249.0K | 0.12% | −397−5.9% | Reduced |
| Baker Boyer National Bank | 6,354 | $249.0K | 0.13% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 6,361 | $249.0K | 0.26% | +10.0% | Added |
| Sky Investment Group LLC | 6,359 | $249.0K | 0.06% | +200+3.2% | Added |
| Phoenix Wealth Advisors | 6,362 | $249.0K | 0.25% | +6,362 | New |
| Quintet Private Bank (Europe) S.A. | 5,748 | $249.5K | 0.01% | +5,748 | New |
| Trustmark National Bank Trust Department | 6,379 | $250.0K | 0.02% | 00.0% | Unchanged |
| Jefferies Group LLC | 6,395 | $250.5K | 0.01% | −40,483−86.4% | Reduced |
| Legacy Bridge, LLC | 6,417 | $251.0K | 0.19% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,432 | $252.0K | 0.01% | +37+0.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,481 | $254.0K | 0.13% | −1,270−16.4% | Reduced |
| Compton Capital Management Inc | 6,500 | $255.0K | 0.14% | −16,700−72.0% | Reduced |
| Spirit of America Management Corp | 6,500 | $255.0K | 0.06% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 6,564 | $257.0K | 0.11% | 00.0% | Unchanged |
| Private Capital Management LLC | 5,294 | $257.0K | 0.08% | 00.0% | Unchanged |