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, Q3 2022
Institutional positions in Wells Fargo & Company as of Sep 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
- 1,963
- −9 vs. Q2 2022
- Shares held
- 2.81B
- +34.2M (+1.2%) vs. Q2 2022
- Total value
- $113.0B
- +$4.36B (+4.0%) vs. Q2 2022
- New holders
- 109
- 777 more added
- Sold out
- 118
- 761 more reduced
25 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,828 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Leelyn Smith, LLC | 7 | $0 | 0.00% | −150−95.5% | Reduced |
| Bourgeon Capital Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 6 | $0 | 0.00% | +6 | New |
| Sierra Capital LLC | 20 | $1.00K | 0.00% | −3,720−99.5% | Reduced |
| USA Financial Portformulas Corp | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Delos Wealth Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Your Advocates Ltd., LLP | 71 | $3.00K | 0.00% | −50−41.3% | Reduced |
| Albion Financial Group | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 73 | $3.00K | 0.09% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 92 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 111 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 100 | $4.00K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 127 | $5.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 133 | $5.00K | 0.05% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 138 | $6.00K | 0.00% | −89−39.2% | Reduced |
| Disciplined Investments, LLC | 185 | $7.00K | 0.00% | +48+35.0% | Added |
| Castleview Partners, LLC | 168 | $7.00K | 0.01% | +168 | New |
| Sageworth Trust Co | 193 | $8.00K | 0.00% | −3,941−95.3% | Reduced |
| First National Bank of South Miami | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 189 | $8.00K | 0.00% | +1+0.5% | Added |
| United Community Bank | 206 | $8.29K | 0.01% | +206 | New |
| Cornerstone Management, Inc. | 220 | $8.85K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 241 | $9.00K | 0.01% | −500−67.5% | Reduced |
| Kozak & Associates, Inc. | 221 | $9.00K | 0.01% | +2+0.9% | Added |
| Beaird Harris Wealth Management, LLC | 229 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 216 | $9.00K | 0.00% | +1+0.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 215 | $9.00K | 0.01% | +43+25.0% | Added |
| Norwood Financial Corp | 250 | $10.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 287 | $12.0K | 0.00% | +127+79.4% | Added |
| PFS Partners, LLC | 311 | $12.5K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 314 | $13.0K | 0.00% | −597−65.5% | Reduced |
| TFC Financial Management | 319 | $13.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 358 | $14.0K | 0.00% | −145−28.8% | Reduced |
| 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 |
| Schubert & Co | 360 | $14.0K | 0.01% | +162+81.8% | Added |
| Stephens Consulting, LLC | 355 | $14.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 366 | $14.7K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 365 | $15.0K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 365 | $15.0K | 0.00% | +200+121.2% | Added |
| Tower View Investment Management & Research LLC | 403 | $16.0K | 0.01% | +3+0.8% | Added |
| Costello Asset Management, INC | 398 | $16.0K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 426 | $17.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 420 | $17.0K | 0.23% | 00.0% | Unchanged |
| Motco | 429 | $17.0K | 0.00% | +347+423.2% | Added |
| NewSquare Capital LLC | 441 | $18.0K | 0.00% | −666−60.2% | Reduced |
| Byrne Asset Management LLC | 450 | $18.0K | 0.01% | −416−48.0% | Reduced |
| Focused Wealth Management, Inc | 447 | $18.0K | 0.00% | +1+0.2% | Added |
| Knott David M Jr | 438 | $18.0K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 454 | $18.0K | 0.01% | +454 | New |
| Laurion Capital Management LP | 476 | $19.0K | 0.00% | −73,220−99.4% | Reduced |
| Hanson & Doremus Investment Management | 482 | $19.0K | 0.00% | −214−30.7% | Reduced |
| Capital Advisors, Ltd. LLC | 463 | $19.0K | 0.00% | −5−1.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 468 | $19.0K | 0.00% | +326+229.6% | Added |
| Retirement Group, LLC | 510 | $21.0K | 0.02% | −125−19.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 534 | $21.0K | 0.03% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 511 | $21.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 520 | $21.0K | 0.02% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 527 | $21.0K | 0.02% | +4+0.8% | Added |
| Gibson Wealth Advisors LLC | 518 | $21.0K | 0.02% | 00.0% | Unchanged |
| Belmont Capital, LLC | 554 | $22.0K | 0.03% | +554 | New |
| Baystate Wealth Management LLC | 570 | $23.0K | 0.00% | +4+0.7% | Added |
| Center for Financial Planning, Inc. | 560 | $23.0K | 0.01% | +171+44.0% | Added |
| America First Investment Advisors, LLC | 561 | $23.0K | 0.01% | +220+64.5% | Added |
| Old Second National Bank of Aurora | 600 | $24.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 606 | $24.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 589 | $24.0K | 0.01% | +3+0.5% | Added |
| AlphaMark Advisors, LLC | 600 | $24.0K | 0.01% | +70+13.2% | Added |
| Cedar Mountain Advisors, LLC | 597 | $24.0K | 0.01% | +77+14.8% | Added |
| Money Concepts Capital Corp | 606 | $24.0K | 0.00% | +164+37.1% | Added |
| Truvestments Capital LLC | 631 | $25.0K | 0.02% | −27−4.1% | Reduced |
| DT Investment Partners, LLC | 624 | $25.0K | 0.00% | +624 | New |
| SkyView Investment Advisors, LLC | 640 | $26.0K | 0.01% | −12,250−95.0% | Reduced |
| Barrett & Company, Inc. | 665 | $27.5K | 0.02% | +665 | New |
| Kelly Financial Services LLC | 691 | $27.8K | 0.02% | +2+0.3% | Added |
| IMA Wealth, Inc. | 693 | $28.0K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 700 | $28.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 688 | $28.0K | 0.01% | +275+66.6% | Added |
| Carmichael Hill & Associates, Inc. | 724 | $29.0K | 0.02% | +5+0.7% | Added |
| Bellwether Advisors, LLC | 744 | $29.0K | 0.01% | +125+20.2% | Added |
| Dividend Assets Capital, LLC | 750 | $30.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 782 | $31.0K | 0.00% | −3,154−80.1% | Reduced |
| RWM Asset Management, LLC | 767 | $31.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 791 | $31.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 800 | $32.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 795 | $32.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 810 | $33.0K | 0.00% | −54,341−98.5% | Reduced |
| Addison Advisors LLC | 845 | $34.0K | 0.02% | +184+27.8% | Added |
| BDO Wealth Advisors, LLC | 875 | $35.0K | 0.00% | +100+12.9% | Added |
| Cyrus J. Lawrence, LLC | 900 | $36.0K | 0.01% | 00.0% | Unchanged |