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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 7,800 | $306.0K | 0.03% | −2,228−22.2% | Reduced |
| Mechanics Bank Trust Department | 7,825 | $306.0K | 0.05% | −550−6.6% | Reduced |
| Claar Advisors LLC | 7,800 | $306.0K | 0.12% | −260−3.2% | Reduced |
| Regatta Capital Group, LLC | 7,791 | $305.0K | 0.15% | −1,652−17.5% | Reduced |
| Campion Asset Management LLC | 7,790 | $305.0K | 0.30% | 00.0% | Unchanged |
| Keel Point, LLC | 6,869 | $305.0K | 0.05% | −17−0.2% | Reduced |
| Red Door Wealth Management, LLC | 7,799 | $305.0K | 0.11% | +999+14.7% | Added |
| Twin Focus Capital Partners, LLC | 7,756 | $304.0K | 0.07% | −6−0.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $304.0K | 0.09% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 7,627 | $304.0K | 0.25% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 7,727 | $303.0K | 0.08% | −531−6.4% | Reduced |
| Tributary Capital Management, LLC | 7,725 | $303.0K | 0.03% | −275−3.4% | Reduced |
| Exencial Wealth Advisors, LLC | 7,742 | $303.0K | 0.02% | −117−1.5% | Reduced |
| HYA Advisors, Inc | 7,737 | $303.0K | 0.12% | +31+0.4% | Added |
| M&R Capital Management Inc | 7,731 | $302.0K | 0.08% | −764−9.0% | Reduced |
| Bridge Creek Capital Management LLC | 7,700 | $302.0K | 0.12% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 7,711 | $302.0K | 0.02% | +513+7.1% | Added |
| UMA Financial Services, Inc. | 6,894 | $300.0K | 0.09% | +1,541+28.8% | Added |
| Summit Financial, LLC | 7,628 | $298.8K | 0.03% | −1,448−16.0% | Reduced |
| Private Capital Group, LLC | 7,619 | $298.0K | 0.22% | −70−0.9% | Reduced |
| Arrow Financial Corp | 7,560 | $297.0K | 0.04% | 00.0% | Unchanged |
| E&G Advisors, LP | 7,568 | $296.0K | 0.10% | −120−1.6% | Reduced |
| Axxcess Wealth Management, LLC | 7,524 | $295.0K | 0.03% | −5,872−43.8% | Reduced |
| E Fund Management Co., Ltd. | 7,526 | $295.0K | 0.03% | −252−3.2% | Reduced |
| Ballast, Inc. | 7,555 | $295.0K | 0.14% | −41−0.5% | Reduced |
| Pin Oak Investment Advisors Inc | 7,518 | $294.0K | 0.36% | −343−4.4% | Reduced |
| Magnolia Capital Management Ltd | 7,500 | $294.0K | 0.29% | 00.0% | Unchanged |
| Intrust Bank NA | 7,450 | $292.0K | 0.04% | −50−0.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,460 | $292.0K | 0.05% | +7,460 | New |
| ERTS Wealth Advisors, LLC | 7,434 | $291.0K | 0.08% | +302+4.2% | Added |
| First National Advisers, LLC | 7,428 | $291.0K | 0.60% | +7,428 | New |
| Parsons Capital Management Inc | 7,415 | $290.0K | 0.03% | −2,605−26.0% | Reduced |
| New Jersey Better Educational Savings Trust | 7,401 | $290.0K | 0.91% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $289.0K | 0.31% | – | – |
| Woodstock Corp | 7,384 | $289.0K | 0.04% | −70−0.9% | Reduced |
| First National Bank & Trust Co of Newtown | 7,379 | $289.0K | 0.07% | 00.0% | Unchanged |
| ASB Consultores, LLC | 7,368 | $289.0K | 0.13% | +7,368 | New |
| Cedar Brook Financial Partners, LLC | 7,347 | $288.0K | 0.09% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 7,317 | $287.0K | 0.02% | +200+2.8% | Added |
| Ethic Inc. | 7,302 | $286.0K | 0.02% | −750−9.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,304 | $286.0K | 0.27% | +29+0.4% | Added |
| CVA Family Office, LLC | 7,297 | $286.0K | 0.08% | +675+10.2% | Added |
| Heron Financial Group, LLC | 7,270 | $285.0K | 0.17% | −1,988−21.5% | Reduced |
| Agate Pass Investment Management, LLC | 7,275 | $285.0K | 0.20% | −1,569−17.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 7,271 | $285.0K | 0.21% | +1,929+36.1% | Added |
| Waddell & Associates, LLC | 7,257 | $284.0K | 0.06% | −3,082−29.8% | Reduced |
| Patton Albertson Miller Group, LLC | 7,234 | $283.0K | 0.06% | −476−6.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,198 | $282.0K | 0.09% | −42−0.6% | Reduced |
| Chelsea Counsel Co | 7,202 | $282.0K | 0.14% | 00.0% | Unchanged |
| Destination Wealth Management | 7,198 | $282.0K | 0.01% | +158+2.2% | Added |
| Adviser Investments LLC | 7,201 | $282.0K | 0.02% | +1,181+19.6% | Added |
| Lynch & Associates | 7,164 | $281.0K | 0.08% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7,177 | $281.0K | 0.07% | +77+1.1% | Added |
| Cadence Bank NA | 7,140 | $280.0K | 0.09% | −194−2.6% | Reduced |
| Arete Wealth Advisors, LLC | 7,113 | $279.0K | 0.03% | −2,860−28.7% | Reduced |
| Delta Investment Management, LLC | 7,114 | $279.0K | 0.13% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 7,114 | $279.0K | 0.06% | +31+0.4% | Added |
| Ghe, LLC | 5,763 | $279.0K | 0.31% | −1,150−16.6% | Reduced |
| Wealth Architects, LLC | 7,086 | $278.0K | 0.05% | −483−6.4% | Reduced |
| LVW Advisors, LLC | 7,105 | $278.0K | 0.06% | −77−1.1% | Reduced |
| Lincoln Capital LLC | 7,091 | $278.0K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 7,026 | $276.0K | 0.02% | +23+0.3% | Added |
| Stockman Wealth Management, Inc. | 7,023 | $275.0K | 0.07% | −20−0.3% | Reduced |
| BNC Wealth Management, LLC | 6,984 | $274.0K | 0.14% | −149−2.1% | Reduced |
| Guyasuta Investment Advisors Inc | 6,987 | $274.0K | 0.02% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 6,814 | $274.0K | 0.04% | −300−4.2% | Reduced |
| Zullo Investment Group, Inc. | 6,977 | $273.0K | 0.17% | +11+0.2% | Added |
| Sanford Advisory Services, LLC | 6,930 | $271.0K | 0.08% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 6,930 | $271.0K | 0.24% | +1,852+36.5% | Added |
| Successful Portfolios LLC | 6,890 | $270.0K | 0.18% | −1,091−13.7% | Reduced |
| John W. Brooker & Co., CPAs | 6,904 | $270.0K | 0.17% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6,866 | $269.0K | 0.06% | −192−2.7% | Reduced |
| Indiana Trust & Investment Management CO | 6,838 | $268.0K | 0.15% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,844 | $268.0K | 0.05% | +21+0.3% | Added |
| Wayfinding Financial, LLC | 6,843 | $268.0K | 0.24% | −137−2.0% | Reduced |
| Boston Financial Mangement LLC | 6,843 | $268.0K | 0.01% | +2,428+55.0% | Added |
| Sweet Financial Partners, LLC | 6,809 | $267.0K | 0.08% | −85−1.2% | Reduced |
| Papp L Roy & Associates | 6,776 | $265.0K | 0.04% | +509+8.1% | Added |
| Vista Private Wealth Partners. LLC | 6,728 | $264.0K | 0.12% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 6,716 | $263.0K | 0.03% | −1,707−20.3% | Reduced |
| Capitolis Advisors LLC | 6,727 | $263.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,701 | $263.0K | 0.02% | +100+1.5% | Added |
| Penserra Capital Management LLC | 6,701 | $262.0K | 0.01% | −1,950−22.5% | Reduced |
| Levin Capital Strategies, L.P. | 6,677 | $262.0K | 0.03% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 6,687 | $262.0K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,701 | $262.0K | 0.04% | +323+5.1% | Added |
| CKW Financial Group | 6,550 | $261.0K | 0.04% | −300−4.4% | Reduced |
| David R. Rahn & Associates Inc. | 6,660 | $261.0K | 0.11% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 6,646 | $260.0K | 0.19% | −222−3.2% | Reduced |
| Wedge Capital Management L L P | 6,640 | $260.0K | 0.00% | +18+0.3% | Added |
| Family Firm, Inc. | 6,627 | $260.0K | 0.08% | +4+0.1% | Added |
| Grandfield & Dodd, LLC | 6,616 | $260.0K | 0.02% | 00.0% | Unchanged |
| Unionview, LLC | 6,635 | $260.0K | 0.29% | +38+0.6% | Added |
| Security Asset Management | 6,600 | $259.0K | 0.14% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,590 | $258.0K | 0.18% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6,593 | $258.0K | 0.02% | +5,287+404.8% | Added |
| 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 |
| 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 |