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; 2,883 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 7,889 | $309.0K | 0.19% | +815+11.5% | Added |
| Weil Company, Inc. | 7,909 | $310.0K | 0.17% | +100+1.3% | Added |
| New Millennium Group LLC | 7,950 | $312.0K | 0.32% | +7,950 | New |
| Enlightenment Research, LLC | 8,002 | $313.0K | 0.67% | −24,298−75.2% | Reduced |
| West Wealth Group, LLC | 8,003 | $313.0K | 0.15% | −820−9.3% | Reduced |
| Court Place Advisors, LLC | 7,979 | $313.0K | 0.12% | 00.0% | Unchanged |
| Washington Capital Management Inc | 8,000 | $313.4K | 0.30% | 00.0% | Unchanged |
| Monetary Management Group Inc | 8,047 | $315.0K | 0.10% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 8,047 | $315.0K | 0.05% | 00.0% | Unchanged |
| Planning Center, Inc. | 7,981 | $315.0K | 0.25% | 00.0% | Unchanged |
| First Citizens Financial Corp | 8,048 | $315.0K | 0.28% | +100+1.3% | Added |
| Lindbrook Capital, LLC | 8,060 | $316.0K | 0.05% | +118+1.5% | Added |
| Cidel Asset Management Inc | 8,100 | $317.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 7,955 | $319.0K | 0.20% | −6,339−44.3% | Reduced |
| Piscataqua Savings Bank | 8,143 | $319.0K | 0.28% | −400−4.7% | Reduced |
| West Family Investments, Inc. | 8,164 | $320.0K | 0.13% | −3,227−28.3% | Reduced |
| Formidable Asset Management, LLC | 8,126 | $322.0K | 0.07% | −534−6.2% | Reduced |
| Monument Capital Management | 8,239 | $323.0K | 0.12% | −5,360−39.4% | Reduced |
| Cohen Capital Management, Inc. | 8,274 | $324.0K | 0.07% | 00.0% | Unchanged |
| Plancorp, LLC | 8,284 | $324.0K | 0.02% | +210+2.6% | Added |
| PSI Advisors, LLC | 8,301 | $325.0K | 0.16% | −219−2.6% | Reduced |
| Evermay Wealth Management LLC | 8,304 | $325.0K | 0.06% | −130−1.5% | Reduced |
| Ausdal Financial Partners, Inc. | 8,302 | $325.0K | 0.05% | −29−0.3% | Reduced |
| Field & Main Bank | 8,290 | $325.0K | 0.21% | +5,065+157.1% | Added |
| Summit X, LLC | 8,224 | $326.0K | 0.09% | +544+7.1% | Added |
| Cambridge Advisors Inc. | 8,350 | $327.0K | 0.09% | +10.0% | Added |
| Grove Bank & Trust | 8,370 | $328.0K | 0.08% | −2,319−21.7% | Reduced |
| Humankind Investments LLC | 8,379 | $328.0K | 0.16% | −2,293−21.5% | Reduced |
| Kore Private Wealth LLC | 8,375 | $328.0K | 0.05% | −715−7.9% | Reduced |
| Camden National Bank | 8,362 | $328.0K | 0.07% | −22−0.3% | Reduced |
| Nichols & Pratt Advisers LLP | 8,400 | $329.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 8,423 | $330.0K | 0.08% | +97+1.2% | Added |
| CX Institutional | 8,486 | $332.0K | 0.03% | −747−8.1% | Reduced |
| Bollard Group LLC | 8,470 | $332.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,472 | $332.0K | 0.00% | +8,472 | New |
| Schulhoff & Co Inc | 8,528 | $334.0K | 0.16% | −60−0.7% | Reduced |
| Cahill Financial Advisors Inc | 8,591 | $337.0K | 0.07% | +114+1.3% | Added |
| Crawford Investment Counsel Inc | 8,612 | $337.0K | 0.01% | +418+5.1% | Added |
| Trust Co of Virginia | 8,593 | $337.0K | 0.04% | +600+7.5% | Added |
| IVC Wealth Advisors LLC | 8,631 | $338.0K | 0.26% | −6,656−43.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,617 | $338.0K | 0.06% | −2,287−21.0% | Reduced |
| Weinberger Asset Management, Inc | 8,677 | $339.9K | 0.22% | +8,677 | New |
| Biltmore Family Office, LLC | 8,704 | $341.0K | 0.09% | −2,265−20.6% | Reduced |
| Sawgrass Asset Management LLC | 8,695 | $341.0K | 0.04% | +545+6.7% | Added |
| Fruth Investment Management | 6,818 | $341.0K | 0.09% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 8,745 | $343.0K | 0.21% | +8,745 | New |
| Nwam LLC | 8,606 | $344.0K | 0.03% | +548+6.8% | Added |
| First National Bank | 8,777 | $344.0K | 0.33% | +1,585+22.0% | Added |
| Traphagen Investment Advisors LLC | 8,820 | $345.5K | 0.06% | +3,862+77.9% | Added |
| Dixon Hubard Feinour & Brown Inc | 8,834 | $346.0K | 0.04% | −666−7.0% | Reduced |
| Trust Co of Vermont | 8,811 | $346.0K | 0.03% | −331−3.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 8,832 | $346.0K | 0.03% | −167−1.9% | Reduced |
| Arbor Investment Advisors, LLC | 8,837 | $346.0K | 0.07% | +30.0% | Added |
| River Wealth Advisors LLC | 8,837 | $346.0K | 0.06% | +7+0.1% | Added |
| Financial Engines Advisors L.L.C. | 8,876 | $347.0K | 0.00% | +945+11.9% | Added |
| Spectrum Management Group, LLC | 8,885 | $348.0K | 0.08% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 8,892 | $348.0K | 0.06% | +7+0.1% | Added |
| Monticello Wealth Management, LLC | 8,973 | $351.0K | 0.04% | +194+2.2% | Added |
| Mycio Wealth Partners, LLC | 8,949 | $351.0K | 0.13% | +1,055+13.4% | Added |
| Axiom Financial Strategies, LLC | 8,994 | $352.0K | 0.19% | −1,752−16.3% | Reduced |
| MCF Advisors LLC | 8,996 | $352.0K | 0.04% | +499+5.9% | Added |
| Cim Investment Mangement Inc | 9,018 | $353.0K | 0.15% | −51−0.6% | Reduced |
| Nexus Investment Management ULC | 9,000 | $353.0K | 0.04% | 00.0% | Unchanged |
| MYDA Advisors LLC | 9,000 | $353.0K | 0.15% | +9,000 | New |
| Lombard Odier Asset Management (Switzerland) SA | 9,048 | $354.0K | 0.03% | +9,048 | New |
| Lyell Wealth Management, LP | 9,053 | $355.0K | 0.06% | −800−8.1% | Reduced |
| Bank of the West | 9,083 | $355.0K | 0.04% | −316−3.4% | Reduced |
| Solidarilty Wealth, LLC | 8,085 | $355.0K | 0.19% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 9,089 | $356.0K | 0.12% | −21−0.2% | Reduced |
| First PREMIER Bank | 9,069 | $356.0K | 0.11% | 00.0% | Unchanged |
| Titus Wealth Management | 9,092 | $356.0K | 0.18% | +2,353+34.9% | Added |
| Clarkston Capital Partners, LLC | 9,120 | $357.0K | 0.01% | +4,610+102.2% | Added |
| S.A. Mason LLC | 9,136 | $358.0K | 0.26% | −170−1.8% | Reduced |
| MKT Advisors LLC | 9,003 | $358.0K | 0.28% | +84+0.9% | Added |
| Colonial Trust Advisors | 9,159 | $359.0K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 9,154 | $359.0K | 0.06% | +1,206+15.2% | Added |
| HighTower Trust Services, LTA | 13,692 | $360.0K | 0.06% | +3,843+39.0% | Added |
| Pacific Global Investment Management CO | 9,207 | $361.0K | 0.09% | +555+6.4% | Added |
| Cowa, LLC | 9,300 | $364.0K | 0.21% | 00.0% | Unchanged |
| Doliver Advisors, LP | 9,309 | $365.0K | 0.13% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 9,330 | $365.0K | 0.02% | +95+1.0% | Added |
| Ridgecrest Wealth Partners, LLC | 9,381 | $367.0K | 0.27% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 9,377 | $367.0K | 0.28% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 9,445 | $370.0K | 0.07% | −36−0.4% | Reduced |
| Exeter Financial, LLC | 9,500 | $372.0K | 0.21% | −28−0.3% | Reduced |
| Altfest L J & Co Inc | 9,557 | $374.0K | 0.07% | −4,511−32.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,559 | $374.0K | 0.01% | −744−7.2% | Reduced |
| Glenview Trust Co | 9,558 | $375.0K | 0.01% | −9,122−48.8% | Reduced |
| IHT Wealth Management, LLC | 9,562 | $375.0K | 0.03% | −978−9.3% | Reduced |
| Prentiss Smith & Co Inc | 9,566 | $375.0K | 0.29% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 9,607 | $376.0K | 0.41% | −189−1.9% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $376.0K | 0.10% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 6,542 | $376.0K | 0.07% | −3,080−32.0% | Reduced |
| Donaldson Capital Management, LLC | 9,616 | $377.0K | 0.02% | −413−4.1% | Reduced |
| V Wealth Advisors LLC | 9,660 | $378.0K | 0.07% | −3,478−26.5% | Reduced |
| Washington Trust Bank | 9,682 | $379.0K | 0.05% | −1,761−15.4% | Reduced |
| Visionary Wealth Advisors | 9,765 | $382.0K | 0.03% | −5,813−37.3% | Reduced |
| All Terrain Financial Advisors, LLC | 9,743 | $382.0K | 0.20% | −147−1.5% | Reduced |
| Fairview Capital Investment Management, LLC | 9,771 | $382.0K | 0.03% | −100−1.0% | Reduced |
| Bray Capital Advisors | 9,765 | $382.0K | 0.11% | +5+0.1% | Added |