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 |
|---|---|---|---|---|---|
| McDaniel Terry & Co | 5,396 | $217.0K | 0.03% | −294−5.2% | Reduced |
| Northcape Wealth Management, LLC | 5,384 | $217.0K | 0.08% | +5,384 | New |
| MSH Capital Advisors LLC | 5,420 | $218.0K | 0.11% | +18+0.3% | Added |
| Vident Investment Advisory, LLC | 14,776 | $218.0K | 0.01% | −1,386−8.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,431 | $218.0K | 0.07% | −4,607−45.9% | Reduced |
| Allen Capital Group, LLC | 5,421 | $218.0K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,420 | $218.0K | 0.04% | +397+7.9% | Added |
| Asset Dedication, LLC | 5,442 | $218.0K | 0.02% | +5,442 | New |
| Atlas Brown,Inc. | 5,438 | $219.0K | 0.11% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 5,430 | $219.0K | 0.12% | +5,430 | New |
| HHM Wealth Advisors, LLC | 5,471 | $220.0K | 0.06% | −1,706−23.8% | Reduced |
| Advisory Alpha, LLC | 5,478 | $220.0K | 0.02% | −585−9.6% | Reduced |
| Summit Global Investments | 5,482 | $220.0K | 0.02% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 5,475 | $220.0K | 0.05% | +5,475 | New |
| Occidental Asset Management, LLC | 5,498 | $221.0K | 0.07% | −229−4.0% | Reduced |
| PBMares Wealth Management LLC | 5,503 | $221.0K | 0.10% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,486 | $221.0K | 0.15% | +82+1.5% | Added |
| Powers Advisory Group, LLC | 5,511 | $222.0K | 0.18% | −244−4.2% | Reduced |
| Verity & Verity, LLC | 5,510 | $222.0K | 0.04% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 4,966 | $222.0K | 0.03% | +4,966 | New |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $222.0K | 0.14% | +5,394 | New |
| Integrated Investment Consultants, LLC | 5,565 | $224.0K | 0.09% | +5,565 | New |
| Detalus Advisors, LLC | 5,600 | $225.0K | 0.14% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,643 | $227.0K | 0.01% | −1,200−17.5% | Reduced |
| Family Firm, Inc. | 5,638 | $227.0K | 0.07% | −989−14.9% | Reduced |
| Magnus Financial Group LLC | 5,639 | $227.0K | 0.04% | −495−8.1% | Reduced |
| Silverlake Wealth Management LLC | 5,668 | $228.0K | 0.15% | +7+0.1% | Added |
| Levin Capital Strategies, L.P. | 5,677 | $228.0K | 0.03% | −1,000−15.0% | Reduced |
| Private Capital Management LLC | 5,657 | $228.0K | 0.08% | +363+6.9% | Added |
| First National Bank of Hutchinson | 5,668 | $228.0K | 0.18% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 5,657 | $228.0K | 0.08% | +5,657 | New |
| Patten & Patten Inc | 5,689 | $229.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 5,730 | $230.0K | 0.12% | −508−8.1% | Reduced |
| Credential Qtrade Securities Inc. | 5,730 | $230.5K | 0.02% | +5,730 | New |
| Main Street Financial Solutions, LLC | 5,752 | $231.0K | 0.04% | −268−4.5% | Reduced |
| Capital International Inc | 5,755 | $231.0K | 0.01% | +5,755 | New |
| Penserra Capital Management LLC | 5,784 | $232.0K | 0.01% | −917−13.7% | Reduced |
| First Command Bank | 5,762 | $232.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 5,762 | $232.0K | 0.03% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 5,786 | $233.0K | 0.15% | +5,786 | New |
| Balasa Dinverno & Foltz LLC | 5,872 | $236.0K | 0.01% | +5,872 | New |
| Lombard Odier Asset Management (Switzerland) SA | 5,920 | $238.0K | 0.02% | −3,128−34.6% | Reduced |
| Lake Street Financial LLC | 5,907 | $238.0K | 0.05% | −37−0.6% | Reduced |
| Amarillo National Bank | 5,906 | $238.0K | 0.06% | +535+10.0% | Added |
| Encompass Wealth Advisors, LLC | 5,907 | $238.0K | 0.09% | +5,907 | New |
| Neo Ivy Capital Management | 5,934 | $239.0K | 0.63% | +5,934 | New |
| Keel Point, LLC | 5,960 | $240.0K | 0.04% | −909−13.2% | Reduced |
| Josh Arnold Investment Consultant, LLC | 6,000 | $241.0K | 0.32% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 6,010 | $242.0K | 0.04% | −804−11.8% | Reduced |
| SeaBridge Investment Advisors LLC | 6,045 | $243.0K | 0.08% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 6,040 | $243.0K | 0.11% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 5,773 | $244.0K | 0.05% | +5,773 | New |
| Bryn Mawr Trust Co | 6,100 | $245.0K | 0.01% | −332−5.2% | Reduced |
| Riverbridge Partners LLC | 6,100 | $245.0K | 0.00% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 6,081 | $245.0K | 0.07% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 6,087 | $245.0K | 0.07% | +13+0.2% | Added |
| Independence Bank of Kentucky | 6,115 | $246.0K | 0.12% | −150−2.4% | Reduced |
| Acorn Wealth Advisors, LLC | 6,117 | $246.0K | 0.20% | −108−1.7% | Reduced |
| D'Orazio & Associates, Inc. | 6,152 | $247.0K | 0.07% | +6,152 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 6,163 | $248.0K | 0.13% | −118−1.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 6,175 | $248.0K | 0.21% | +28+0.5% | Added |
| Glassman Wealth Services | 6,190 | $249.0K | 0.05% | +626+11.3% | Added |
| Wagner Wealth Management, LLC | 6,226 | $250.0K | 0.19% | −55−0.9% | Reduced |
| Alerus Financial NA | 6,242 | $251.0K | 0.02% | −7−0.1% | Reduced |
| Investment Advisory Group, LLC | 6,243 | $251.0K | 0.17% | +10.0% | Added |
| BlackDiamond Wealth Management Inc. | 5,532 | $251.0K | 0.30% | +261+5.0% | Added |
| Icon Wealth Advisors, LLC | 6,262 | $252.0K | 0.03% | +6,262 | New |
| Camden National Bank | 6,298 | $253.0K | 0.06% | −2,064−24.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 6,300 | $253.0K | 0.09% | 00.0% | Unchanged |
| Brave Asset Management Inc | 6,301 | $253.0K | 0.13% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 6,303 | $254.0K | 0.12% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 6,342 | $255.0K | 0.06% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 6,363 | $256.0K | 0.28% | +20.0% | Added |
| Phoenix Wealth Advisors | 6,362 | $256.0K | 0.26% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 6,379 | $257.0K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 6,423 | $258.0K | 0.16% | −415−6.1% | Reduced |
| Berger Financial Group, Inc | 6,416 | $258.0K | 0.04% | −285−4.3% | Reduced |
| Legacy Bridge, LLC | 6,417 | $258.0K | 0.21% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 6,456 | $260.0K | 0.01% | +575+9.8% | Added |
| CKW Financial Group | 6,500 | $261.0K | 0.05% | −50−0.8% | Reduced |
| Spirit of America Management Corp | 6,500 | $261.0K | 0.06% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,491 | $261.0K | 0.05% | +732+12.7% | Added |
| Concord Wealth Partners | 6,539 | $263.0K | 0.08% | +555+9.3% | Added |
| Gordian Capital Singapore Pte Ltd | 5,975 | $263.0K | 0.35% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 6,527 | $263.0K | 0.01% | +940+16.8% | Added |
| Van Strum & Towne Inc. | 6,564 | $264.0K | 0.12% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 6,561 | $264.0K | 0.03% | +6,561 | New |
| Smithfield Trust Co | 6,601 | $265.0K | 0.02% | −100−1.5% | Reduced |
| Security Asset Management | 6,600 | $265.0K | 0.16% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,590 | $265.0K | 0.20% | 00.0% | Unchanged |
| Unionview, LLC | 6,635 | $267.0K | 0.30% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 6,646 | $267.0K | 0.12% | +278+4.4% | Added |
| David R. Rahn & Associates Inc. | 6,660 | $268.0K | 0.13% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 6,698 | $269.0K | 0.07% | −325−4.6% | Reduced |
| Bouchey Financial Group Ltd | 6,687 | $269.0K | 0.04% | 00.0% | Unchanged |
| Highland Private Wealth Management | 6,686 | $269.0K | 0.04% | +641+10.6% | Added |
| Heritage Investment Group, Inc. | 6,701 | $270.0K | 0.17% | +369+5.8% | Added |
| Bernardo Wealth Planning LLC | 6,027 | $270.0K | 0.15% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 6,728 | $271.0K | 0.06% | −506−7.0% | Reduced |
| Sky Investment Group LLC | 6,759 | $272.0K | 0.07% | +400+6.3% | Added |