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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 606 | $24.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 619 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 593 | $23.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 586 | $23.0K | 0.01% | +3+0.5% | Added |
| Baystate Wealth Management LLC | 566 | $22.0K | 0.00% | +3+0.5% | Added |
| AlphaMark Advisors, LLC | 530 | $21.0K | 0.01% | −200−27.4% | Reduced |
| Lake Point Wealth Management | 536 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 534 | $21.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 503 | $20.0K | 0.00% | −108,998−99.5% | Reduced |
| Cedar Mountain Advisors, LLC | 520 | $20.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 520 | $20.0K | 0.02% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 523 | $20.0K | 0.01% | +3+0.6% | Added |
| Gibson Wealth Advisors LLC | 518 | $20.0K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 500 | $20.0K | 0.00% | +500 | New |
| Banco de Sabadell, S.A | 511 | $20.0K | 0.02% | +511 | New |
| Curi Capital | 490 | $19.0K | 0.00% | −1,175−70.6% | Reduced |
| Money Concepts Capital Corp | 442 | $18.0K | 0.00% | −5,698−92.8% | Reduced |
| Capital Advisors, Ltd. LLC | 468 | $18.0K | 0.00% | +96+25.8% | Added |
| Bell Investment Advisors, Inc | 459 | $18.0K | 0.01% | +459 | New |
| Focused Wealth Management, Inc | 446 | $17.0K | 0.00% | −1,589−78.1% | Reduced |
| Hallmark Capital Management Inc | 426 | $17.0K | 0.00% | +426 | New |
| Knott David M Jr | 438 | $17.0K | 0.01% | +438 | New |
| Financial Management Professionals, Inc. | 413 | $16.0K | 0.00% | −109−20.9% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 420 | $16.0K | 0.02% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 412 | $16.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 398 | $16.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 389 | $15.0K | 0.00% | −7−1.8% | Reduced |
| Ahrens Investment Partners LLC | 370 | $15.0K | 0.01% | +1+0.3% | Added |
| Tilia Fiduciary Partners, Inc. | 375 | $15.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 368 | $14.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 366 | $14.3K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 284 | $14.0K | 0.00% | −951−77.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 365 | $14.0K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 350 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 350 | $14.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 349 | $14.0K | 0.01% | +349 | New |
| Stephens Consulting, LLC | 355 | $13.9K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 341 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 332 | $13.0K | 0.00% | +332 | New |
| PFS Partners, LLC | 311 | $12.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 319 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 294 | $12.0K | 0.00% | +2+0.7% | Added |
| Westside Investment Management, Inc. | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 238 | $11.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 250 | $10.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 266 | $10.0K | 0.01% | +266 | New |
| Coston, McIsaac & Partners | 255 | $10.0K | 0.01% | +255 | New |
| Beaird Harris Wealth Management, LLC | 229 | $9.00K | 0.00% | −446−66.1% | Reduced |
| TSFG, LLC | 227 | $9.00K | 0.00% | −16−6.6% | Reduced |
| Kozak & Associates, Inc. | 219 | $9.00K | 0.01% | +51+30.4% | Added |
| Cornerstone Management, Inc. | 220 | $8.62K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 215 | $8.00K | 0.00% | +1+0.5% | Added |
| Siena Capital LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 198 | $8.00K | 0.01% | +79+66.4% | Added |
| City Holding Co | 191 | $7.00K | 0.00% | −2,660−93.3% | Reduced |
| Princeton Global Asset Management LLC | 188 | $7.00K | 0.00% | +1+0.5% | Added |
| Bivin & Associates, Inc. | 175 | $7.00K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 172 | $7.00K | 0.00% | +51+42.1% | Added |
| Benjamin Edwards Inc | 160 | $6.00K | 0.00% | −37−18.8% | Reduced |
| Central Bank & Trust Co | 165 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 157 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 151 | $6.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 142 | $6.00K | 0.00% | +142 | New |
| Disciplined Investments, LLC | 137 | $5.00K | 0.00% | −61−30.8% | Reduced |
| Savior LLC | 127 | $5.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 133 | $5.00K | 0.04% | +65+95.6% | Added |
| Your Advocates Ltd., LLP | 121 | $5.00K | 0.00% | +71+142.0% | Added |
| Toth Financial Advisory Corp | 93 | $4.00K | 0.00% | −535−85.2% | Reduced |
| Atlantic Trust, LLC | 111 | $4.00K | 0.00% | −277−71.4% | Reduced |
| Joseph P. Lucia & Associates, LLC | 100 | $4.00K | 0.00% | −63−38.7% | Reduced |
| Eukles Asset Management | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 100 | $4.00K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 92 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motco | 82 | $3.00K | 0.00% | −200−70.9% | Reduced |
| Roble, Belko & Company, Inc | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 73 | $3.00K | 0.11% | 00.0% | Unchanged |
| Albion Financial Group | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 85 | $3.00K | 0.00% | +60+240.0% | Added |
| WestEnd Advisors, LLC | 55 | $2.15K | 0.00% | – | – |
| St. Johns Investment Management Company, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Insight Inv LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 56 | $2.00K | 0.00% | +56 | New |
| USA Financial Portformulas Corp | 22 | $1.00K | 0.00% | −15,869−99.9% | Reduced |
| FNY Investment Advisers, LLC | 35 | $1.00K | 0.00% | −501−93.5% | Reduced |
| Cribstone Capital Management, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 13 | $1.00K | 0.00% | +3+30.0% | Added |
| Old North State Trust, LLC | 10 | $386 | 0.35% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 702 | – | – | −162−18.8% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −31,037−100.0% | Sold out |
| First Western Trust Bank | 0 | $0 | 0.00% | −4,356−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −1,283,179−100.0% | Sold out |