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, 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 | 2,883 | $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, 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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 25,706 | $1.03M | 0.15% | +1,168+4.8% | Added |
| Rehmann Capital Advisory Group | 25,716 | $1.03M | 0.11% | +2,585+11.2% | Added |
| Goodwin Daniel L | 25,800 | $1.04M | 0.60% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 25,871 | $1.04M | 0.04% | −1,192−4.4% | Reduced |
| Joel Isaacson & Co., LLC | 25,830 | $1.04M | 0.09% | +306+1.2% | Added |
| Quantbot Technologies LP | 25,887 | $1.04M | 0.08% | +952+3.8% | Added |
| Pitcairn Co | 25,884 | $1.04M | 0.12% | +2,186+9.2% | Added |
| Jeppson Wealth Management, LLC | 25,933 | $1.04M | 0.47% | −288−1.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 26,000 | $1.05M | 0.18% | 00.0% | Unchanged |
| Holderness Investments Co | 26,034 | $1.05M | 0.48% | +70.0% | Added |
| Sentry Investment Management LLC | 26,093 | $1.05M | 0.50% | 00.0% | Unchanged |
| Arden Trust Co | 26,080 | $1.05M | 0.27% | +646+2.5% | Added |
| Foundations Investment Advisors, LLC | 26,074 | $1.05M | 0.05% | +10,047+62.7% | Added |
| Evergreen Capital Management LLC | 26,159 | $1.05M | 0.06% | +3,729+16.6% | Added |
| Boit C F David | 26,163 | $1.05M | 0.86% | +26,163 | New |
| Wrapmanager Inc | 26,263 | $1.06M | 0.36% | +1,097+4.4% | Added |
| Fisher Asset Management, LLC | 26,250 | $1.06M | 0.00% | +10,230+63.9% | Added |
| Citadel Investment Advisory, Inc. | 26,357 | $1.06M | 0.81% | +150+0.6% | Added |
| IMC-Chicago, LLC | 26,407 | $1.06M | 0.09% | +26,407 | New |
| Trust Co of Toledo NA | 26,575 | $1.07M | 0.21% | −11,160−29.6% | Reduced |
| First Financial Bank - Trust Division | 26,641 | $1.07M | 0.13% | −1,006−3.6% | Reduced |
| Palisade Asset Management, LLC | 26,765 | $1.08M | 0.15% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 26,974 | $1.08M | 0.02% | −6,718−19.9% | Reduced |
| Northside Capital Management, LLC | 27,127 | $1.09M | 0.35% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 27,300 | $1.10M | 0.19% | −4,002−12.8% | Reduced |
| Marco Investment Management LLC | 27,298 | $1.10M | 0.14% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 27,369 | $1.10M | 0.31% | −241−0.9% | Reduced |
| Courier Capital LLC | 27,386 | $1.10M | 0.14% | +4,201+18.1% | Added |
| Ballentine Partners, LLC | 27,437 | $1.10M | 0.04% | +12,434+82.9% | Added |
| Soltis Investment Advisors LLC | 27,467 | $1.10M | 0.17% | −1,205−4.2% | Reduced |
| Eos Management, L.P. | 27,500 | $1.11M | 1.16% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 27,577 | $1.11M | 0.03% | −5,600−16.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 27,601 | $1.11M | 0.05% | −7,886−22.2% | Reduced |
| AlphaStar Capital Management, LLC | 27,649 | $1.11M | 0.12% | −4,922−15.1% | Reduced |
| Ronald Blue Trust, Inc. | 28,491 | $1.12M | 0.02% | +3,733+15.1% | Added |
| Hoylecohen, LLC | 27,807 | $1.12M | 0.12% | −1,708−5.8% | Reduced |
| Citizens National Bank Trust Department | 27,798 | $1.12M | 0.35% | −78−0.3% | Reduced |
| Archford Capital Strategies, LLC | 27,968 | $1.13M | 0.29% | +1,285+4.8% | Added |
| Monarch Capital Management Inc | 28,004 | $1.13M | 0.37% | −657−2.3% | Reduced |
| 1st Source Bank | 27,991 | $1.13M | 0.08% | −35−0.1% | Reduced |
| Bartlett & Co. LLC | 28,047 | $1.13M | 0.02% | −1,075−3.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 28,047 | $1.13M | 0.02% | −1,075−3.7% | Reduced |
| Naviter Wealth, LLC | 28,070 | $1.13M | 0.46% | +881+3.2% | Added |
| Centaurus Financial, Inc. | 28,147 | $1.13M | 0.11% | +3,177+12.7% | Added |
| Oarsman Capital, Inc. | 28,423 | $1.14M | 0.61% | −742−2.5% | Reduced |
| Symmetry Partners, LLC | 28,548 | $1.15M | 0.08% | +1,129+4.1% | Added |
| Heartland Advisors Inc | 28,570 | $1.15M | 0.09% | −11,588−28.9% | Reduced |
| Washington Trust Co | 28,589 | $1.15M | 0.06% | +976+3.5% | Added |
| Peak Asset Management, LLC | 28,621 | $1.15M | 0.33% | −916−3.1% | Reduced |
| HAP Trading, LLC | 28,702 | $1.15M | 0.15% | −48,553−62.8% | Reduced |
| Wipfli Financial Advisors LLC, | 28,782 | $1.16M | 0.08% | +28,782 | New |
| Thomasville National Bank | 28,811 | $1.16M | 0.14% | −1,225−4.1% | Reduced |
| Silvercrest Asset Management Group LLC | 28,878 | $1.16M | 0.01% | +50.0% | Added |
| Coastal Investment Advisors, Inc. | 28,956 | $1.17M | 0.31% | +7,706+36.3% | Added |
| Choate Investment Advisors | 29,030 | $1.17M | 0.08% | −144−0.5% | Reduced |
| Gamble Jones Investment Counsel | 29,168 | $1.17M | 0.10% | 00.0% | Unchanged |
| Clarius Group, LLC | 29,295 | $1.18M | 0.12% | +2,319+8.6% | Added |
| Intrinsic Value Partners, LLC | 29,311 | $1.18M | 1.64% | −100−0.3% | Reduced |
| Vista Investment Management | 29,308 | $1.18M | 0.73% | +2,178+8.0% | Added |
| Sendero Wealth Management, LLC | 29,411 | $1.18M | 0.49% | −1,163−3.8% | Reduced |
| Sterling Investment Management, Inc. | 29,482 | $1.19M | 1.00% | −8,308−22.0% | Reduced |
| First Citizens Bank & Trust Co | 29,493 | $1.19M | 0.04% | −763−2.5% | Reduced |
| Aspiriant, LLC | 29,944 | $1.20M | 0.06% | −211−0.7% | Reduced |
| Leavell Investment Management, Inc. | 29,985 | $1.21M | 0.10% | +1,337+4.7% | Added |
| Shelton Wealth Management, LLC | 30,162 | $1.21M | 1.08% | +166+0.6% | Added |
| Meridian Investment Counsel Inc. | 30,241 | $1.22M | 0.54% | +18+0.1% | Added |
| Integrated Advisors Network LLC | 30,321 | $1.22M | 0.08% | +901+3.1% | Added |
| Wilkinson Global Asset Management LLC | 30,400 | $1.22M | 0.11% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 30,443 | $1.22M | 0.22% | +935+3.2% | Added |
| Scott & Selber, Inc. | 30,535 | $1.23M | 0.59% | +110+0.4% | Added |
| Valley National Advisers Inc | 27,709 | $1.24M | 0.26% | −233−0.8% | Reduced |
| Main Street Research LLC | 30,849 | $1.24M | 0.27% | +5,113+19.9% | Added |
| Michael B. Yongue | 30,916 | $1.24M | 1.22% | −717−2.3% | Reduced |
| Diversified Trust Co | 31,122 | $1.25M | 0.06% | −9,690−23.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 31,132 | $1.25M | 0.06% | +1,388+4.7% | Added |
| Mystic Asset Management, Inc. | 31,311 | $1.26M | 0.81% | +195+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 31,469 | $1.27M | 0.06% | −3,981−11.2% | Reduced |
| Essex Investment Management Co LLC | 31,574 | $1.27M | 0.20% | −10,929−25.7% | Reduced |
| Everett Harris & Co | 31,599 | $1.27M | 0.02% | −100−0.3% | Reduced |
| Tradition Wealth Management, LLC | 31,831 | $1.28M | 0.19% | −451−1.4% | Reduced |
| Smith Shellnut Wilson LLC | 31,856 | $1.28M | 0.85% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 31,850 | $1.28M | 0.07% | 00.0% | Unchanged |
| Brighton Jones LLC | 31,851 | $1.28M | 0.08% | +332+1.1% | Added |
| AF Advisors, Inc. | 32,040 | $1.29M | 0.82% | −3,000−8.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.29M | 0.57% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 32,215 | $1.30M | 0.07% | +128+0.4% | Added |
| Venture Visionary Partners LLC | 32,284 | $1.30M | 0.11% | +104+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 32,285 | $1.30M | 0.06% | −76−0.2% | Reduced |
| Grimes & Company, Inc. | 32,372 | $1.30M | 0.07% | +40.0% | Added |
| SeaCrest Wealth Management, LLC | 32,608 | $1.31M | 0.20% | −1,707−5.0% | Reduced |
| Duff & Phelps Investment Management Co | 32,640 | $1.31M | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 27,924 | $1.31M | 0.09% | +2,101+8.1% | Added |
| Quad-Cities Investment Group, LLC | 32,730 | $1.32M | 1.02% | +8,491+35.0% | Added |
| Integrated Wealth Concepts LLC | 32,745 | $1.32M | 0.04% | −770−2.3% | Reduced |
| Mutual Advisors, LLC | 32,836 | $1.32M | 0.07% | +11,464+53.6% | Added |
| Deseret Mutual Benefit Administrators | 33,297 | $1.34M | 0.38% | −7,389−18.2% | Reduced |
| Johnson Financial Group, Inc. | 29,237 | $1.34M | 0.12% | −10,016−25.5% | Reduced |
| Founders Financial Securities LLC | 33,501 | $1.35M | 0.24% | +97+0.3% | Added |
| Sterneck Capital Management, LLC | 33,527 | $1.35M | 0.95% | +484+1.5% | Added |
| Lee Financial Co | 33,715 | $1.36M | 0.25% | +502+1.5% | Added |