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 |
|---|---|---|---|---|---|
| Circle Wealth Management, LLC | 33,806 | $1.36M | 0.22% | +1,670+5.2% | Added |
| Mountain Pacific Investment Advisers Inc | 33,861 | $1.36M | 0.11% | −1,333−3.8% | Reduced |
| Western Wealth Management, LLC | 33,299 | $1.37M | 0.08% | +4,039+13.8% | Added |
| Resources Management Corp | 34,195 | $1.38M | 0.24% | −21,150−38.2% | Reduced |
| Parallel Advisors, LLC | 34,347 | $1.38M | 0.06% | +6,431+23.0% | Added |
| Mather Group, LLC. | 34,432 | $1.39M | 0.03% | +7,134+26.1% | Added |
| Keystone Wealth Services, LLC | 34,451 | $1.39M | 0.65% | +34,451 | New |
| Carret Asset Management, LLC | 34,685 | $1.40M | 0.21% | −300−0.9% | Reduced |
| Northwest Capital Management Inc | 34,835 | $1.40M | 0.81% | +120.0% | Added |
| Oldfather Financial Services, LLC | 34,890 | $1.40M | 0.88% | +30.0% | Added |
| 44 Wealth Management LLC | 35,044 | $1.41M | 0.58% | −145−0.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 35,040 | $1.41M | 1.04% | +332+1.0% | Added |
| United Fire Group Inc | 35,086 | $1.41M | 0.94% | 00.0% | Unchanged |
| Conning Inc. | 35,139 | $1.41M | 0.05% | −5,621−13.8% | Reduced |
| Fosun International Ltd | 35,135 | $1.41M | 0.26% | +13,235+60.4% | Added |
| CAPROCK Group, Inc. | 35,209 | $1.42M | 0.14% | +356+1.0% | Added |
| DuPont Capital Management Corp | 35,239 | $1.42M | 0.08% | −27,239−43.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 35,319 | $1.42M | 0.42% | 00.0% | Unchanged |
| Marotta Asset Management | 35,630 | $1.43M | 0.37% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 35,746 | $1.44M | 0.04% | −1,381−3.7% | Reduced |
| Bennett Selby Investments LP | 35,741 | $1.44M | 1.15% | −1,231−3.3% | Reduced |
| Schechter Investment Advisors, LLC | 35,799 | $1.44M | 0.14% | +6,650+22.8% | Added |
| American Money Management, LLC | 35,816 | $1.44M | 0.44% | −100−0.3% | Reduced |
| Chemistry Wealth Management LLC | 35,920 | $1.45M | 0.57% | −3,514−8.9% | Reduced |
| Lakeview Capital Partners, LLC | 35,996 | $1.45M | 0.57% | +29,874+488.0% | Added |
| Neville Rodie & Shaw Inc | 36,052 | $1.45M | 0.14% | −40.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 36,472 | $1.47M | 0.43% | −1,798−4.7% | Reduced |
| Auxier Asset Management | 36,567 | $1.47M | 0.28% | −250−0.7% | Reduced |
| Signaturefd, LLC | 36,573 | $1.47M | 0.05% | +8,374+29.7% | Added |
| Siemens Fonds Invest GmbH | 36,673 | $1.48M | 0.17% | −2,184−5.6% | Reduced |
| Columbus Macro, LLC | 36,855 | $1.48M | 0.61% | −63−0.2% | Reduced |
| Private Trust Co NA | 36,949 | $1.49M | 0.24% | +131+0.4% | Added |
| Bowling Portfolio Management LLC | 37,065 | $1.49M | 0.41% | −762−2.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 37,103 | $1.49M | 0.04% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 37,100 | $1.49M | 1.49% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 37,485 | $1.51M | 0.12% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 35,735 | $1.52M | 0.11% | +35,735 | New |
| Voya Financial Advisors, Inc. | 37,529 | $1.52M | 0.20% | +1,220+3.4% | Added |
| Eagle Rock Investment Company, LLC | 37,932 | $1.53M | 0.40% | −1,340−3.4% | Reduced |
| Hirtle Callaghan & Co LLC | 38,050 | $1.53M | 0.11% | +38,050 | New |
| Miller Investment Management, LP | 38,182 | $1.54M | 0.32% | 00.0% | Unchanged |
| Sepio Capital, LP | 38,381 | $1.54M | 0.15% | −55,347−59.1% | Reduced |
| One Capital Management, LLC | 38,490 | $1.55M | 0.09% | −1,087−2.7% | Reduced |
| Orion Portfolio Solutions, LLC | 38,529 | $1.55M | 0.06% | +290+0.8% | Added |
| Cunning Capital Partners, LP | 38,675 | $1.56M | 1.23% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 38,763 | $1.56M | 0.11% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 39,084 | $1.57M | 1.14% | +2,948+8.2% | Added |
| CPWM, LLC | 39,466 | $1.59M | 0.15% | −194−0.5% | Reduced |
| Evercore Wealth Management, LLC | 39,450 | $1.59M | 0.04% | 00.0% | Unchanged |
| Cullinan Associates Inc | 39,481 | $1.59M | 0.10% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 39,751 | $1.60M | 0.13% | +2,556+6.9% | Added |
| AMG National Trust Bank | 39,937 | $1.61M | 0.06% | +2,687+7.2% | Added |
| NorthRock Partners, LLC | 40,021 | $1.61M | 0.19% | −4,022−9.1% | Reduced |
| Spears Abacus Advisors LLC | 40,047 | $1.61M | 0.16% | −333−0.8% | Reduced |
| Ancora Advisors, LLC | 40,051 | $1.61M | 0.05% | +6,528+19.5% | Added |
| Jackson Hole Capital Partners, LLC | 40,116 | $1.61M | 0.50% | −90.0% | Reduced |
| Hollow Brook Wealth Management LLC | 40,187 | $1.62M | 0.92% | +40+0.1% | Added |
| Cowen and Company, LLC | 114,954 | $1.62M | 0.15% | +81,964+248.5% | Added |
| Avestar Capital, LLC | 40,313 | $1.62M | 0.45% | +15,303+61.2% | Added |
| Avidian Wealth Solutions, LLC | 40,348 | $1.62M | 0.12% | −296−0.7% | Reduced |
| Sumitomo Life Insurance Co | 40,527 | $1.63M | 0.07% | −4,809−10.6% | Reduced |
| Forum Financial Management, LP | 40,724 | $1.64M | 0.08% | +3,407+9.1% | Added |
| Brinker Capital Investments, LLC | 40,782 | $1.64M | 0.03% | +4,147+11.3% | Added |
| DRW Securities, L.L.C. | 40,782 | $1.64M | 0.51% | +40,782 | New |
| Wesbanco Bank Inc | 40,875 | $1.64M | 0.11% | −20,175−33.0% | Reduced |
| Lincoln National Corp | 40,866 | $1.64M | 0.04% | +1,373+3.5% | Added |
| InterOcean Capital Group, LLC | 40,915 | $1.65M | 0.07% | +3,714+10.0% | Added |
| Merit Financial Group, LLC | 40,958 | $1.65M | 0.07% | −27,215−39.9% | Reduced |
| Fiduciary Group LLC | 34,513 | $1.66M | 0.21% | −846−2.4% | Reduced |
| JT Stratford LLC | 41,212 | $1.66M | 0.59% | −2,250−5.2% | Reduced |
| NBT Bank N A | 41,221 | $1.66M | 0.27% | −226−0.5% | Reduced |
| Meridian Wealth Partners, LLC | 41,272 | $1.66M | 0.42% | −38−0.1% | Reduced |
| KG&L Capital Management,LLC | 41,674 | $1.68M | 0.95% | +983+2.4% | Added |
| Marks Group Wealth Management, Inc | 41,668 | $1.68M | 0.26% | +5,271+14.5% | Added |
| Belpointe Asset Management LLC | 41,800 | $1.68M | 0.11% | −1,803−4.1% | Reduced |
| Triangle Securities Wealth Management | 41,856 | $1.68M | 0.69% | +403+1.0% | Added |
| Moody Aldrich Partners LLC | 42,069 | $1.69M | 0.35% | 00.0% | Unchanged |
| Gs Investments, Inc. | 42,400 | $1.71M | 1.13% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 42,831 | $1.72M | 1.58% | +914+2.2% | Added |
| Cove Street Capital, LLC | 42,900 | $1.73M | 0.48% | −24,900−36.7% | Reduced |
| Apollon Wealth Management, LLC | 42,905 | $1.73M | 0.14% | +2,109+5.2% | Added |
| United Asset Strategies, Inc. | 43,027 | $1.73M | 0.27% | +268+0.6% | Added |
| Graham Capital Management, L.P. | 43,325 | $1.74M | 0.07% | +43,325 | New |
| Bank Pictet & Cie (Asia) Ltd | 43,434 | $1.75M | 0.69% | −1,080−2.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 43,532 | $1.75M | 0.24% | −881−2.0% | Reduced |
| PFS Investments Inc. | 43,579 | $1.75M | 0.04% | +2,045+4.9% | Added |
| Buckingham Strategic Wealth, LLC | 43,635 | $1.75M | 0.04% | −5,089−10.4% | Reduced |
| Rocky Mountain Advisers, LLC | 43,875 | $1.76M | 2.30% | 00.0% | Unchanged |
| Balentine LLC | 44,094 | $1.77M | 0.07% | +12,927+41.5% | Added |
| Franklin Street Advisors Inc | 44,460 | $1.79M | 0.18% | +2,000+4.7% | Added |
| Laurel Wealth Advisors, Inc. | 44,579 | $1.79M | 0.19% | +284+0.6% | Added |
| Stonegate Investment Group, LLC | 44,638 | $1.79M | 0.08% | +1,019+2.3% | Added |
| Peterson Financial Group, Inc. | 44,958 | $1.81M | 1.76% | +9,060+25.2% | Added |
| Park Avenue Securities LLC | 45,109 | $1.81M | 0.04% | +10,715+31.2% | Added |
| HB Wealth Management, LLC | 45,105 | $1.81M | 0.04% | +11,348+33.6% | Added |
| Round Hill Asset Management | 45,412 | $1.83M | 1.24% | +65+0.1% | Added |
| Seven Eight Capital, LP | 45,427 | $1.83M | 0.37% | +45,427 | New |
| Trust Asset Management LLC | 45,629 | $1.83M | 0.25% | +2,321+5.4% | Added |
| Robertson Stephens Wealth Management, LLC | 45,656 | $1.84M | 0.21% | −16,954−27.1% | Reduced |
| White Pine Capital LLC | 45,705 | $1.84M | 0.76% | −1,225−2.6% | Reduced |