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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 900 | $36.0K | 0.03% | +500+125.0% | Added |
| Sound Income Strategies, LLC | 911 | $37.0K | 0.01% | +318+53.6% | Added |
| Glen Eagle Advisors, LLC | 921 | $37.0K | 0.01% | −3,111−77.2% | Reduced |
| Worth Asset Management, LLC | 950 | $38.0K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 954 | $38.0K | 0.01% | +35+3.8% | Added |
| Dougherty Wealth Advisers LLC | 964 | $39.0K | 0.08% | −225−18.9% | Reduced |
| Rational Advisors LLC | 975 | $39.0K | 0.00% | +54+5.9% | Added |
| Horan Securities, Inc. | 994 | $40.0K | 0.03% | +1+0.1% | Added |
| Westport Asset Management Inc | 1,000 | $40.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,027 | $41.0K | 0.01% | +307+42.6% | Added |
| Bell Investment Advisors, Inc | 1,098 | $44.0K | 0.01% | +639+139.2% | Added |
| MBM Wealth Consultants, LLC | 1,115 | $46.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,180 | $47.0K | 0.02% | −783−39.9% | Reduced |
| Selway Asset Management | 1,200 | $48.0K | 0.03% | −17,600−93.6% | Reduced |
| McIlrath & Eck, LLC | 1,194 | $48.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,187 | $48.0K | 0.02% | +1+0.1% | Added |
| Arcadia Investment Management Corp | 1,225 | $49.0K | 0.01% | −200−14.0% | Reduced |
| Bank of New Hampshire | 1,220 | $49.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,275 | $51.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 1,289 | $51.9K | 0.03% | +1,289 | New |
| Monolith Advisors | 1,305 | $52.0K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,284 | $52.0K | 0.04% | +8+0.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,283 | $52.0K | 0.00% | +600+87.8% | Added |
| Johnson Midwest Financial, LLC | 1,317 | $53.0K | 0.20% | +9+0.7% | Added |
| Hillsdale Investment Management Inc. | 1,350 | $54.0K | 0.00% | −540−28.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,345 | $54.0K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,336 | $54.0K | 0.02% | +15+1.1% | Added |
| Family CFO Inc | 1,347 | $54.2K | 0.06% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,322 | $55.0K | 0.04% | +3+0.2% | Added |
| Pittenger & Anderson Inc | 1,400 | $56.0K | 0.00% | +1,000+250.0% | Added |
| Ellis Investment Partners, LLC | 1,438 | $57.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,446 | $58.0K | 0.00% | −1,734−54.5% | Reduced |
| Beacon Capital Management, LLC | 1,460 | $58.0K | 0.02% | −113−7.2% | Reduced |
| Ulland Investment Advisors, LLC | 1,435 | $58.0K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,473 | $59.0K | 0.02% | +1,473 | New |
| Annapolis Financial Services, LLC | 1,483 | $60.0K | 0.02% | −534−26.5% | Reduced |
| BCR Wealth Strategies, LLC | 1,483 | $60.0K | 0.06% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,598 | $64.0K | 0.00% | −29−1.8% | Reduced |
| Accel Wealth Management | 1,481 | $64.0K | 0.03% | −37−2.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,621 | $65.0K | 0.04% | +3+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,632 | $66.0K | 0.02% | −110−6.3% | Reduced |
| Country Trust Bank | 1,653 | $66.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,648 | $66.0K | 0.03% | +1,648 | New |
| Key Financial Inc | 1,657 | $67.0K | 0.03% | −1,445−46.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,708 | $69.0K | 0.02% | −834−32.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,718 | $69.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,704 | $69.0K | 0.01% | +71+4.3% | Added |
| Lumature Wealth Partners, LLC | 1,749 | $70.0K | 0.04% | +450+34.6% | Added |
| Pacifica Partners Inc. | 1,710 | $71.0K | 0.05% | −40−2.3% | Reduced |
| Earnest Partners LLC | 1,761 | $71.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,766 | $71.0K | 0.05% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,765 | $71.0K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,753 | $71.0K | 0.03% | +12+0.7% | Added |
| Riverview Trust Co | 1,784 | $72.0K | 0.07% | −2,379−57.1% | Reduced |
| Gables Capital Management Inc. | 1,800 | $72.0K | 0.06% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,785 | $72.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,826 | $73.0K | 0.02% | +506+38.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,851 | $74.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,829 | $74.0K | 0.01% | +933+104.1% | Added |
| Mascoma Wealth Management LLC | 1,889 | $76.0K | 0.03% | −112−5.6% | Reduced |
| Laffer Tengler Investments | 1,903 | $76.5K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $77.0K | 0.01% | −699−26.8% | Reduced |
| Castle Wealth Management LLC | 1,919 | $77.0K | 0.05% | +1+0.1% | Added |
| Tyler-Stone Wealth Management | 1,998 | $80.0K | 0.06% | −130−6.1% | Reduced |
| Towerpoint Wealth, LLC | 29,462 | $81.0K | 0.05% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 2,000 | $81.0K | 0.04% | +2,000 | New |
| KB Financial Partners, LLC | 2,063 | $83.0K | 0.03% | −9−0.4% | Reduced |
| Industrial Alliance Investment Management Inc. | 2,096 | $84.0K | 0.00% | −296−12.4% | Reduced |
| Global Financial Private Client, LLC | 2,021 | $84.0K | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 2,145 | $86.0K | 0.01% | +44+2.1% | Added |
| Advanced Research Investment Solutions, LLC | 2,145 | $86.0K | 0.05% | +2,145 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,156 | $86.0K | 0.04% | +2,156 | New |
| Selective Wealth Management, Inc. | 2,167 | $87.0K | 0.04% | +1,425+192.0% | Added |
| Denali Advisors LLC | 2,200 | $88.0K | 0.04% | −3,900−63.9% | Reduced |
| First Financial Corp | 2,210 | $88.0K | 0.06% | +160+7.8% | Added |
| Financial Perspectives, Inc | 2,188 | $88.0K | 0.05% | +6+0.3% | Added |
| First Community Trust NA | 2,213 | $89.0K | 0.12% | −50−2.2% | Reduced |
| Colonial Trust Co | 2,314 | $93.0K | 0.03% | +2,314 | New |
| Community Bank, N.A. | 2,331 | $94.0K | 0.01% | +1,831+366.2% | Added |
| Hoese & Co LLP | 2,374 | $95.0K | 0.11% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,385 | $95.9K | 0.03% | −22−0.9% | Reduced |
| Exos TFP Holdings LLC | 2,380 | $96.0K | 0.04% | +2,380 | New |
| CNB Bank | 2,416 | $97.0K | 0.07% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,410 | $97.0K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,440 | $98.0K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,439 | $98.0K | 0.01% | +2,439 | New |
| BOK Financial Private Wealth, Inc. | 2,454 | $99.0K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2,461 | $99.0K | 0.08% | 00.0% | Unchanged |
| First Personal Financial Services | 2,489 | $100.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,503 | $101.0K | 0.05% | −273−9.8% | Reduced |
| Islay Capital Management, LLC | 2,500 | $101.0K | 0.12% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,545 | $102.0K | 0.06% | −124−4.6% | Reduced |
| Prestige Wealth Management Group LLC | 2,529 | $102.0K | 0.03% | +23+0.9% | Added |
| Core Alternative Capital | 2,571 | $103.0K | 0.02% | +142+5.8% | Added |
| Acima Private Wealth, LLC | 2,572 | $103.4K | 0.05% | 00.0% | Unchanged |
| Tevis Investment Management | 2,641 | $106.0K | 0.10% | +430+19.4% | Added |
| Capital Analysts, LLC | 2,640 | $107.0K | 0.01% | −276−9.5% | Reduced |
| Larson Financial Group LLC | 2,672 | $107.0K | 0.02% | −109−3.9% | Reduced |
| O'Dell Group, LLC | 2,726 | $110.0K | 0.04% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,734 | $110.0K | 0.23% | +2,734 | New |