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 |
|---|---|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 6,481 | $254.0K | 0.13% | −1,270−16.4% | Reduced |
| Bryn Mawr Trust Co | 6,432 | $252.0K | 0.01% | +37+0.6% | Added |
| Legacy Bridge, LLC | 6,417 | $251.0K | 0.19% | 00.0% | Unchanged |
| Jefferies Group LLC | 6,395 | $250.5K | 0.01% | −40,483−86.4% | Reduced |
| Trustmark National Bank Trust Department | 6,379 | $250.0K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 5,748 | $249.5K | 0.01% | +5,748 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Buckingham Strategic Partners | 6,178 | $242.0K | 0.02% | −82−1.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 6,147 | $241.0K | 0.19% | +23+0.4% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Lake Street Financial LLC | 5,944 | $233.0K | 0.05% | −2,248−27.4% | Reduced |
| Park National Corp | 5,923 | $232.0K | 0.01% | −30−0.5% | Reduced |
| Tranquilli Financial Advisor LLC | 5,907 | $231.0K | 0.18% | +784+15.3% | Added |
| Prime Capital Investment Advisors, LLC | 5,881 | $230.0K | 0.01% | +5,881 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| First National Bank of Hutchinson | 5,668 | $222.0K | 0.17% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,661 | $221.7K | 0.14% | −2,304−28.9% | Reduced |
| SRS Capital Advisors, Inc. | 5,647 | $221.0K | 0.03% | +6+0.1% | 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 |
| Millennium Capital Advisors, LLC | 5,585 | $218.8K | 0.21% | +1,035+22.7% | Added |
| 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 |
| Narus Financial Partners, LLC | 5,545 | $217.2K | 0.14% | +5,545 | New |
| Windsor Capital Management, LLC | 5,553 | $217.0K | 0.08% | −247−4.3% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Laraway Financial Inc | 5,400 | $212.0K | 0.23% | −270−4.8% | Reduced |
| Matrix Private Capital Group LLC | 5,404 | $212.0K | 0.12% | −101−1.8% | Reduced |
| Buckley Wealth Management, LLC | 5,404 | $212.0K | 0.07% | −20−0.4% | Reduced |
| Weaver Consulting Group | 5,423 | $212.0K | 0.12% | +250+4.8% | Added |
| 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 |