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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 9,812 | $384.0K | 0.35% | −19,046−66.0% | Reduced |
| Peak Planning Group, LLC | 9,854 | $386.0K | 0.32% | +9,854 | New |
| Martingale Asset Management L P | 9,852 | $386.0K | 0.01% | +595+6.4% | Added |
| Valmark Advisers, Inc. | 9,868 | $387.0K | 0.01% | +1,980+25.1% | Added |
| Zuckerman Investment Group, LLC | 9,968 | $390.0K | 0.07% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 10,038 | $393.0K | 0.11% | +473+4.9% | Added |
| Steel Canyon Capital, LLC | 10,054 | $394.0K | 0.62% | −15,003−59.9% | Reduced |
| Lauterbach Financial Advisors, LLC | 10,070 | $394.0K | 0.37% | +12+0.1% | Added |
| Bordeaux Wealth Advisors LLC | 10,090 | $395.0K | 0.27% | −136−1.3% | Reduced |
| Aspen Investment Management Inc | 10,091 | $395.0K | 0.25% | −100−1.0% | Reduced |
| Advisors Management Group Inc | 10,105 | $396.0K | 0.14% | +91+0.9% | Added |
| X-Square Capital, LLC | 10,134 | $397.0K | 0.24% | −894−8.1% | Reduced |
| Vicus Capital | 10,134 | $397.0K | 0.04% | −84−0.8% | Reduced |
| Willow Creek Wealth Management Inc. | 10,145 | $397.0K | 0.07% | +10,145 | New |
| Punch & Associates Investment Management, Inc. | 10,160 | $398.0K | 0.03% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 10,157 | $398.0K | 0.49% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 10,150 | $398.0K | 0.18% | +10,150 | New |
| Bragg Financial Advisors, Inc | 10,224 | $400.0K | 0.03% | −224−2.1% | Reduced |
| Washington Trust Advisors, Inc. | 10,195 | $400.0K | 0.04% | +2,374+30.4% | Added |
| Stephenson National Bank & Trust | 10,248 | $401.0K | 0.24% | −586−5.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 10,225 | $401.0K | 0.02% | −573−5.3% | Reduced |
| Athena Investment Management | 10,237 | $401.0K | 0.32% | +6,055+144.8% | Added |
| HCR Wealth Advisors | 10,271 | $402.0K | 0.08% | −400−3.7% | Reduced |
| Platform Technology Partners | 10,264 | $402.0K | 0.22% | +366+3.7% | Added |
| Ssi Investment Management LLC | 10,287 | $404.0K | 0.03% | −80−0.8% | Reduced |
| RSM US Wealth Management LLC | 10,338 | $405.0K | 0.02% | −4,580−30.7% | Reduced |
| Childress Capital Advisors, LLC | 10,373 | $406.0K | 0.16% | −1,077−9.4% | Reduced |
| Seeyond | 10,393 | $407.0K | 0.05% | −209−2.0% | Reduced |
| Tarbox Family Office, Inc. | 10,405 | $408.0K | 0.09% | −116−1.1% | Reduced |
| Iron Horse Wealth Management, LLC | 10,477 | $410.0K | 0.23% | +1,882+21.9% | Added |
| Sippican Capital Advisors | 10,506 | $412.0K | 0.41% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 10,528 | $412.0K | 0.13% | +165+1.6% | Added |
| Journey Strategic Wealth LLC | 10,541 | $413.0K | 0.06% | −2,779−20.9% | Reduced |
| Keystone Financial Group | 10,573 | $414.0K | 0.08% | +30+0.3% | Added |
| Anchor Investment Management, LLC | 10,589 | $414.8K | 0.06% | +307+3.0% | Added |
| Farmers Trust Co | 10,584 | $415.0K | 0.10% | −139,897−93.0% | Reduced |
| David Loasby | 10,337 | $415.0K | 0.06% | −39−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 10,592 | $415.0K | 0.03% | +944+9.8% | Added |
| Old West Investment Management, LLC | 10,610 | $415.0K | 0.29% | +5,304+100.0% | Added |
| Security National Bank of So Dak | 10,623 | $416.0K | 0.34% | −450−4.1% | Reduced |
| Hikari Tsushin, Inc. | 10,631 | $416.0K | 0.05% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,477 | $416.0K | 0.11% | +500+5.6% | Added |
| Harbor Investment Advisory, LLC | 10,612 | $416.0K | 0.07% | +2,305+27.7% | Added |
| Personal Cfo Solutions, LLC | 10,608 | $416.0K | 0.10% | +2,888+37.4% | Added |
| Cannell Peter B & Co Inc | 10,650 | $417.0K | 0.01% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 10,670 | $418.0K | 0.06% | −100−0.9% | Reduced |
| Equitable Trust Co | 10,690 | $419.0K | 0.03% | −2,125−16.6% | Reduced |
| Providence Capital Advisors, LLC | 10,773 | $422.0K | 0.12% | −12−0.1% | Reduced |
| Annandale Capital, LLC | 10,805 | $423.0K | 0.17% | +7+0.1% | Added |
| Manchester Capital Management LLC | 10,837 | $424.0K | 0.07% | −6,853−38.7% | Reduced |
| First Dallas Securities Inc. | 10,850 | $425.0K | 0.29% | +1,000+10.2% | Added |
| Vise Technologies, Inc. | 10,885 | $426.0K | 0.17% | +5,336+96.2% | Added |
| HBK Sorce Advisory LLC | 10,898 | $427.0K | 0.03% | −3,246−22.9% | Reduced |
| McCarthy Asset Management, Inc. | 10,905 | $427.0K | 0.35% | +20.0% | Added |
| West Branch Capital LLC | 10,951 | $429.0K | 0.25% | −310−2.8% | Reduced |
| 55I, LLC | 10,949 | $429.0K | 0.01% | +4,526+70.5% | Added |
| 9258 Wealth Management, LLC | 11,016 | $431.0K | 0.11% | −362−3.2% | Reduced |
| Chicago Trust Co NA | 11,025 | $432.0K | 0.11% | −2,948−21.1% | Reduced |
| Radnor Capital Management, LLC | 11,023 | $432.0K | 0.12% | −251−2.2% | Reduced |
| Pointe Capital Management LLC | 11,020 | $432.0K | 0.32% | 00.0% | Unchanged |
| Intrua Financial, LLC | 11,051 | $433.0K | 0.09% | −123−1.1% | Reduced |
| RGT Wealth Advisors, LLC | 11,100 | $435.0K | 0.07% | −2,477−18.2% | Reduced |
| Vontobel Asset Management Inc | 11,100 | $435.0K | 0.00% | −298−2.6% | Reduced |
| Financial Advisory Service, Inc. | 11,093 | $435.0K | 0.05% | +628+6.0% | Added |
| Zions Bancorporation, N.A. | 11,090 | $435.0K | 0.04% | +1,460+15.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,174 | $438.0K | 0.08% | −4,802−30.1% | Reduced |
| Beaton Management Co. Inc. | 11,193 | $438.0K | 0.31% | 00.0% | Unchanged |
| BTR Capital Management Inc | 11,241 | $440.0K | 0.06% | −50−0.4% | Reduced |
| First Nebraska Trust Co | 11,260 | $441.1K | 0.06% | −12−0.1% | Reduced |
| Marcum Wealth, LLC | 11,295 | $442.0K | 0.07% | +858+8.2% | Added |
| Aj Wealth Strategies, LLC | 11,322 | $443.0K | 0.02% | +9+0.1% | Added |
| Leisure Capital Management | 11,310 | $443.0K | 0.23% | +272+2.5% | Added |
| One Wealth Advisors, LLC | 11,316 | $443.0K | 0.12% | +11,316 | New |
| DSC Advisors, L.P. | 11,371 | $445.0K | 0.45% | −162−1.4% | Reduced |
| Claro Advisors LLC | 11,351 | $445.0K | 0.18% | −304−2.6% | Reduced |
| Jacobi Capital Management LLC | 11,393 | $446.0K | 0.06% | −848−6.9% | Reduced |
| Global Trust Asset Management, LLC | 11,382 | $446.0K | 0.22% | −97−0.8% | Reduced |
| Douglas Lane & Associates, LLC | 11,409 | $447.0K | 0.01% | −216−1.9% | Reduced |
| Private Portfolio Partners LLC | 11,482 | $449.8K | 0.13% | +7+0.1% | Added |
| Modera Wealth Management, LLC | 11,494 | $450.0K | 0.02% | +339+3.0% | Added |
| Surevest, LLC | 11,549 | $452.0K | 0.12% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 11,601 | $454.0K | 0.03% | +172+1.5% | Added |
| Perennial Investment Advisors, LLC | 11,661 | $456.0K | 0.18% | −569−4.7% | Reduced |
| Wealth Alliance | 11,638 | $456.0K | 0.09% | +228+2.0% | Added |
| Basepoint Wealth LLC | 11,669 | $457.1K | 0.48% | +248+2.2% | Added |
| Cornerstone Wealth Management, LLC | 11,723 | $459.0K | 0.05% | −123−1.0% | Reduced |
| Clear Creek Financial Management, LLC | 11,755 | $460.0K | 0.10% | +3,899+49.6% | Added |
| Montecito Bank & Trust | 11,795 | $462.0K | 0.11% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 11,824 | $463.0K | 0.15% | −153−1.3% | Reduced |
| Hudock, Inc. | 11,837 | $463.0K | 0.15% | +94+0.8% | Added |
| Pacifica Capital Investments, LLC | 11,835 | $464.0K | 0.18% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 11,850 | $464.0K | 0.14% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 11,829 | $464.0K | 0.23% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,837 | $464.0K | 0.09% | +170+1.5% | Added |
| Jacobs & Co | 11,877 | $465.0K | 0.06% | +665+5.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 11,900 | $466.0K | 0.39% | 00.0% | Unchanged |
| Iowa State Bank | 11,972 | $469.0K | 0.12% | −314−2.6% | Reduced |
| London & Capital Asset Management Ltd | 12,012 | $471.0K | 0.04% | +12,012 | New |
| Alliance Wealth Advisors, LLC | 12,054 | $472.0K | 0.41% | −161−1.3% | Reduced |
| Total Investment Management Inc | 12,052 | $472.0K | 0.09% | −84−0.7% | Reduced |