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 |
|---|---|---|---|---|---|
| Cowa, LLC | 6,800 | $273.0K | 0.18% | −2,500−26.9% | Reduced |
| Papp L Roy & Associates | 6,788 | $273.0K | 0.04% | +12+0.2% | Added |
| Fruth Investment Management | 6,818 | $274.0K | 0.09% | 00.0% | Unchanged |
| Founders Capital Management | 6,813 | $274.0K | 0.22% | +5,000+275.8% | Added |
| Van Cleef Asset Management,Inc | 6,845 | $275.0K | 0.05% | +10.0% | Added |
| SNS Financial Group, LLC | 6,815 | $275.0K | 0.04% | +99+1.5% | Added |
| Financial Advocates Investment Management | 5,976 | $275.0K | 0.02% | +156+2.7% | Added |
| PSI Advisors, LLC | 6,852 | $276.0K | 0.15% | −1,449−17.5% | Reduced |
| Nwam LLC | 6,895 | $277.0K | 0.03% | −1,711−19.9% | Reduced |
| Duncker Streett & Co Inc | 6,876 | $277.0K | 0.07% | +10+0.1% | Added |
| Weinberger Asset Management, Inc | 6,890 | $277.1K | 0.19% | −1,787−20.6% | Reduced |
| John W. Brooker & Co., CPAs | 6,904 | $278.0K | 0.18% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,922 | $278.0K | 0.16% | +441+6.8% | Added |
| Kovitz Investment Group Partners, LLC | 6,938 | $279.0K | 0.01% | −2,621−27.4% | Reduced |
| Sand Hill Global Advisors, LLC | 6,932 | $279.0K | 0.02% | −779−10.1% | Reduced |
| Sanford Advisory Services, LLC | 6,930 | $279.0K | 0.08% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 6,728 | $280.0K | 0.16% | 00.0% | Unchanged |
| Woodstock Corp | 6,984 | $281.0K | 0.04% | −400−5.4% | Reduced |
| Guyasuta Investment Advisors Inc | 6,987 | $281.0K | 0.02% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 6,985 | $281.0K | 0.17% | +10.0% | Added |
| Successful Portfolios LLC | 7,037 | $283.0K | 0.21% | +147+2.1% | Added |
| Sandy Spring Bank | 7,075 | $284.0K | 0.02% | +49+0.7% | Added |
| Greenspring Advisors, LLC | 7,053 | $284.0K | 0.09% | +1,809+34.5% | Added |
| Exencial Wealth Advisors, LLC | 7,094 | $285.0K | 0.02% | −648−8.4% | Reduced |
| Enterprise Financial Services Corp | 7,089 | $285.0K | 0.21% | +1,006+16.5% | Added |
| Wayfinding Financial, LLC | 7,122 | $286.0K | 0.27% | +279+4.1% | Added |
| Well Done, LLC | 7,133 | $287.0K | 0.07% | −5,932−45.4% | Reduced |
| Avion Wealth | 7,148 | $287.0K | 0.09% | −715−9.1% | Reduced |
| Means Investment Co., Inc. | 7,123 | $287.0K | 0.06% | +9+0.1% | Added |
| Wealth Architects, LLC | 7,137 | $287.0K | 0.06% | +51+0.7% | Added |
| Zullo Investment Group, Inc. | 7,124 | $287.0K | 0.19% | +147+2.1% | Added |
| Park National Corp | 7,147 | $287.0K | 0.01% | +1,224+20.7% | Added |
| Achmea Investment Management B.V. | 7,167 | $288.0K | 0.01% | −188,203−96.3% | Reduced |
| Court Place Advisors, LLC | 7,151 | $288.0K | 0.12% | −828−10.4% | Reduced |
| Lynch & Associates | 7,164 | $288.0K | 0.08% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,173 | $288.0K | 0.12% | +904+14.4% | Added |
| Alpha Family Trust | 7,185 | $289.0K | 0.22% | +7,185 | New |
| Adviser Investments LLC | 7,202 | $290.0K | 0.02% | +10.0% | Added |
| Mission Creek Capital Partners, Inc. | 7,209 | $290.0K | 0.11% | +11+0.2% | Added |
| Tranquilli Financial Advisor LLC | 7,203 | $290.0K | 0.23% | +1,296+21.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 7,241 | $291.0K | 0.27% | −63−0.9% | Reduced |
| Twinbeech Capital LP | 7,242 | $291.0K | 0.01% | +7,242 | New |
| Heron Financial Group, LLC | 7,270 | $292.0K | 0.18% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,261 | $292.0K | 0.06% | +4+0.1% | Added |
| UMA Financial Services, Inc. | 6,794 | $294.0K | 0.09% | −100−1.5% | Reduced |
| Interchange Capital Partners, LLC | 7,317 | $294.0K | 0.32% | +7,317 | New |
| Pegasus Partners Ltd. | 7,353 | $296.0K | 0.06% | +7,353 | New |
| First National Bank & Trust Co of Newtown | 7,379 | $297.0K | 0.07% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 7,374 | $297.0K | 0.13% | +260+3.7% | Added |
| New Jersey Better Educational Savings Trust | 7,401 | $298.0K | 1.00% | 00.0% | Unchanged |
| Howland Capital Management LLC | 7,405 | $298.0K | 0.02% | +7,405 | New |
| Visionary Wealth Advisors | 7,437 | $299.0K | 0.03% | −2,328−23.8% | Reduced |
| Verus Capital Partners, LLC | 7,451 | $300.0K | 0.06% | +909+13.9% | Added |
| E&G Advisors, LP | 7,448 | $300.0K | 0.11% | −120−1.6% | Reduced |
| Intrust Bank NA | 7,477 | $300.0K | 0.05% | +27+0.4% | Added |
| ETF Managers Group, LLC | 7,457 | $300.0K | 0.01% | +7,457 | New |
| Cedar Brook Financial Partners, LLC | 7,470 | $300.4K | 0.10% | +123+1.7% | Added |
| Donaldson Capital Management, LLC | 7,477 | $301.0K | 0.02% | −2,139−22.2% | Reduced |
| Pin Oak Investment Advisors Inc | 7,518 | $302.0K | 0.38% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 7,500 | $302.0K | 0.31% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 7,539 | $303.0K | 0.15% | −11,645−60.7% | Reduced |
| Ballast, Inc. | 7,555 | $303.0K | 0.15% | 00.0% | Unchanged |
| Arrow Financial Corp | 7,560 | $304.0K | 0.04% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 7,550 | $304.0K | 0.23% | +275+3.8% | Added |
| Buttonwood Financial Advisors Inc. | 7,171 | $304.0K | 0.27% | +241+3.5% | Added |
| L2 Asset Management, LLC | 7,586 | $305.0K | 0.23% | +940+14.1% | Added |
| First Citizens Financial Corp | 7,613 | $306.0K | 0.30% | −435−5.4% | Reduced |
| Evolution Advisers, Inc. | 7,627 | $306.0K | 0.27% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 7,625 | $307.0K | 0.03% | −100−1.3% | Reduced |
| Axxcess Wealth Management, LLC | 7,646 | $308.0K | 0.03% | +122+1.6% | Added |
| E Fund Management Co., Ltd. | 7,681 | $309.0K | 0.03% | +155+2.1% | Added |
| Bridge Creek Capital Management LLC | 7,700 | $310.0K | 0.13% | 00.0% | Unchanged |
| Atom Investors LP | 7,708 | $310.0K | 0.11% | +7,708 | New |
| Pacer Advisors, Inc. | 7,733 | $311.0K | 0.00% | −82,398−91.4% | Reduced |
| Twin Focus Capital Partners, LLC | 7,731 | $311.0K | 0.07% | −25−0.3% | Reduced |
| M&R Capital Management Inc | 7,732 | $311.0K | 0.09% | +10.0% | Added |
| Parsons Capital Management Inc | 7,744 | $311.0K | 0.03% | +329+4.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $312.0K | 0.09% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 7,773 | $313.0K | 0.09% | +339+4.6% | Added |
| FLC Capital Advisors | 7,787 | $313.0K | 0.11% | +7,787 | New |
| Weil Company, Inc. | 7,809 | $314.0K | 0.19% | −100−1.3% | Reduced |
| Front Row Advisors LLC | 7,808 | $314.0K | 0.16% | −24−0.3% | Reduced |
| Atwood & Palmer Inc | 7,800 | $314.0K | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 7,825 | $314.0K | 0.06% | 00.0% | Unchanged |
| Claar Advisors LLC | 7,800 | $314.0K | 0.13% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 7,845 | $316.0K | 0.05% | −6,932−46.9% | Reduced |
| Ausdal Financial Partners, Inc. | 7,853 | $316.0K | 0.05% | −449−5.4% | Reduced |
| Legacy Financial Advisors, Inc. | 7,893 | $317.0K | 0.08% | +1,653+26.5% | Added |
| Ghe, LLC | 7,923 | $319.0K | 0.35% | +2,160+37.5% | Added |
| LVW Advisors, LLC | 7,958 | $320.0K | 0.07% | +853+12.0% | Added |
| Planning Center, Inc. | 7,981 | $321.0K | 0.25% | 00.0% | Unchanged |
| Wealth Effects LLC | 7,984 | $321.0K | 0.20% | +95+1.2% | Added |
| Washington Capital Management Inc | 8,000 | $321.8K | 0.32% | 00.0% | Unchanged |
| West Wealth Group, LLC | 8,025 | $322.0K | 0.16% | +22+0.3% | Added |
| Investment Partners, Ltd. | 8,008 | $322.0K | 0.10% | +8,008 | New |
| Old West Investment Management, LLC | 8,037 | $323.0K | 0.23% | −2,573−24.3% | Reduced |
| Axiom Financial Strategies, LLC | 8,023 | $323.0K | 0.17% | −971−10.8% | Reduced |
| Cambridge Advisors Inc. | 8,052 | $324.0K | 0.09% | −298−3.6% | Reduced |
| Piscataqua Savings Bank | 8,063 | $324.0K | 0.31% | −80−1.0% | Reduced |
| Monetary Management Group Inc | 8,047 | $324.0K | 0.11% | 00.0% | Unchanged |