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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Group, Inc. | 11,900 | $466.0K | 0.39% | 00.0% | Unchanged |
| Jacobs & Co | 11,877 | $465.0K | 0.06% | +665+5.9% | 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 |
| 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 |
| Montecito Bank & Trust | 11,795 | $462.0K | 0.11% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,755 | $460.0K | 0.10% | +3,899+49.6% | Added |
| Cornerstone Wealth Management, LLC | 11,723 | $459.0K | 0.05% | −123−1.0% | Reduced |
| Basepoint Wealth LLC | 11,669 | $457.1K | 0.48% | +248+2.2% | 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 |
| Obermeyer Wood Investment Counsel, LLLP | 11,601 | $454.0K | 0.03% | +172+1.5% | Added |
| Surevest, LLC | 11,549 | $452.0K | 0.12% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 11,494 | $450.0K | 0.02% | +339+3.0% | Added |
| Private Portfolio Partners LLC | 11,482 | $449.8K | 0.13% | +7+0.1% | Added |
| Douglas Lane & Associates, LLC | 11,409 | $447.0K | 0.01% | −216−1.9% | 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 |
| 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 |
| 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 |
| Marcum Wealth, LLC | 11,295 | $442.0K | 0.07% | +858+8.2% | Added |
| First Nebraska Trust Co | 11,260 | $441.1K | 0.06% | −12−0.1% | Reduced |
| BTR Capital Management Inc | 11,241 | $440.0K | 0.06% | −50−0.4% | Reduced |
| 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 |
| 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 |
| Intrua Financial, LLC | 11,051 | $433.0K | 0.09% | −123−1.1% | 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 |
| 9258 Wealth Management, LLC | 11,016 | $431.0K | 0.11% | −362−3.2% | Reduced |
| 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 |
| 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 |
| Vise Technologies, Inc. | 10,885 | $426.0K | 0.17% | +5,336+96.2% | Added |
| First Dallas Securities Inc. | 10,850 | $425.0K | 0.29% | +1,000+10.2% | Added |
| Manchester Capital Management LLC | 10,837 | $424.0K | 0.07% | −6,853−38.7% | Reduced |
| Annandale Capital, LLC | 10,805 | $423.0K | 0.17% | +7+0.1% | Added |
| Providence Capital Advisors, LLC | 10,773 | $422.0K | 0.12% | −12−0.1% | Reduced |
| Equitable Trust Co | 10,690 | $419.0K | 0.03% | −2,125−16.6% | Reduced |
| Oxford Financial Group Ltd | 10,670 | $418.0K | 0.06% | −100−0.9% | Reduced |
| Cannell Peter B & Co Inc | 10,650 | $417.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Anchor Investment Management, LLC | 10,589 | $414.8K | 0.06% | +307+3.0% | Added |
| Keystone Financial Group | 10,573 | $414.0K | 0.08% | +30+0.3% | Added |
| Journey Strategic Wealth LLC | 10,541 | $413.0K | 0.06% | −2,779−20.9% | Reduced |
| 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 |
| Iron Horse Wealth Management, LLC | 10,477 | $410.0K | 0.23% | +1,882+21.9% | Added |
| Tarbox Family Office, Inc. | 10,405 | $408.0K | 0.09% | −116−1.1% | Reduced |
| Seeyond | 10,393 | $407.0K | 0.05% | −209−2.0% | Reduced |
| Childress Capital Advisors, LLC | 10,373 | $406.0K | 0.16% | −1,077−9.4% | Reduced |
| RSM US Wealth Management LLC | 10,338 | $405.0K | 0.02% | −4,580−30.7% | Reduced |
| Ssi Investment Management LLC | 10,287 | $404.0K | 0.03% | −80−0.8% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Advisors Management Group Inc | 10,105 | $396.0K | 0.14% | +91+0.9% | 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 |
| 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 |
| Ipswich Investment Management Co., Inc. | 10,038 | $393.0K | 0.11% | +473+4.9% | Added |
| Zuckerman Investment Group, LLC | 9,968 | $390.0K | 0.07% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 9,868 | $387.0K | 0.01% | +1,980+25.1% | Added |
| Martingale Asset Management L P | 9,852 | $386.0K | 0.01% | +595+6.4% | Added |
| Peak Planning Group, LLC | 9,854 | $386.0K | 0.32% | +9,854 | New |
| Latitude Advisors, LLC | 9,812 | $384.0K | 0.35% | −19,046−66.0% | 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 |