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 |
|---|---|---|---|---|---|
| Cutler Investment Counsel LLC | 8,047 | $324.0K | 0.05% | 00.0% | Unchanged |
| BancorpSouth Bank | 8,062 | $325.0K | 0.03% | +8,062 | New |
| Cidel Asset Management Inc | 8,100 | $326.0K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 8,158 | $328.0K | 0.36% | +208+2.6% | Added |
| BancFirst Trust & Investment Management | 8,100 | $328.0K | 0.19% | +8,100 | New |
| Crawford Investment Counsel Inc | 8,194 | $330.0K | 0.01% | −418−4.9% | Reduced |
| Blueshift Asset Management, LLC | 8,251 | $332.0K | 0.07% | −16,509−66.7% | Reduced |
| Red Door Wealth Management, LLC | 8,262 | $332.0K | 0.13% | +463+5.9% | Added |
| Astoria Portfolio Advisors LLC. | 8,246 | $332.0K | 0.23% | +975+13.4% | Added |
| Cohen Capital Management, Inc. | 8,274 | $333.0K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,304 | $334.0K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,307 | $334.0K | 0.09% | +1,010+13.8% | Added |
| Field & Main Bank | 8,334 | $335.0K | 0.22% | +44+0.5% | Added |
| Thoroughbred Financial Services, LLC | 8,360 | $336.0K | 0.06% | +8,360 | New |
| Grove Bank & Trust | 8,370 | $337.0K | 0.08% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 8,400 | $338.0K | 0.03% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 8,408 | $338.0K | 0.06% | +33+0.4% | Added |
| MKT Advisors LLC | 8,455 | $340.0K | 0.30% | −548−6.1% | Reduced |
| Sawgrass Asset Management LLC | 8,465 | $340.0K | 0.05% | −230−2.6% | Reduced |
| Cornerstone Advisory, LLC | 8,446 | $340.0K | 0.08% | +23+0.3% | Added |
| Plancorp, LLC | 8,455 | $340.0K | 0.02% | +171+2.1% | Added |
| Bollard Group LLC | 8,470 | $341.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,513 | $342.0K | 0.08% | −3,324−28.1% | Reduced |
| Schulhoff & Co Inc | 8,530 | $343.0K | 0.18% | +20.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,517 | $343.0K | 0.02% | +8,517 | New |
| IFG Advisory, LLC | 8,543 | $343.0K | 0.03% | +8,543 | New |
| Financial Engines Advisors L.L.C. | 8,588 | $345.0K | 0.00% | −288−3.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,634 | $347.0K | 0.06% | +17+0.2% | Added |
| IVC Wealth Advisors LLC | 8,647 | $348.0K | 0.28% | +16+0.2% | Added |
| ASB Consultores, LLC | 8,683 | $349.0K | 0.16% | +1,315+17.8% | Added |
| Biltmore Family Office, LLC | 8,719 | $351.0K | 0.08% | +15+0.2% | Added |
| Roosevelt Investment Group LLC | 8,742 | $352.0K | 0.03% | +1,425+19.5% | Added |
| Confluence Wealth Services, Inc. | 8,779 | $353.0K | 0.15% | −2,692−23.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 8,779 | $353.0K | 0.22% | −1,311−13.0% | Reduced |
| Contravisory Investment Management, Inc. | 8,771 | $353.0K | 0.12% | −318−3.5% | Reduced |
| First PREMIER Bank | 8,795 | $354.0K | 0.12% | −274−3.0% | Reduced |
| Trust Co of Vermont | 8,811 | $354.0K | 0.03% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 8,815 | $355.0K | 0.29% | −997−10.2% | Reduced |
| Sweet Financial Partners, LLC | 8,845 | $355.0K | 0.11% | +2,036+29.9% | Added |
| Hartline Investment Corp | 8,815 | $355.0K | 0.29% | +8,815 | New |
| Traphagen Investment Advisors LLC | 8,835 | $355.3K | 0.07% | +15+0.2% | Added |
| Spectrum Management Group, LLC | 8,885 | $357.0K | 0.08% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 8,907 | $358.0K | 0.07% | −650−6.8% | Reduced |
| Regatta Capital Group, LLC | 9,144 | $358.0K | 0.15% | +1,353+17.4% | Added |
| Royal Fund Management, LLC | 8,936 | $359.0K | 0.07% | +44+0.5% | Added |
| First National Bank | 8,927 | $359.0K | 0.33% | +150+1.7% | Added |
| Mycio Wealth Partners, LLC | 8,949 | $360.0K | 0.14% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8,973 | $361.0K | 0.05% | −186−2.0% | Reduced |
| Monticello Wealth Management, LLC | 8,974 | $361.0K | 0.04% | +10.0% | Added |
| Nexus Investment Management ULC | 9,000 | $362.0K | 0.05% | 00.0% | Unchanged |
| Zacks Investment Management | 9,014 | $363.0K | 0.01% | −5,851−39.4% | Reduced |
| Solidarilty Wealth, LLC | 7,715 | $363.0K | 0.21% | −370−4.6% | Reduced |
| Cim Investment Mangement Inc | 9,018 | $363.0K | 0.16% | 00.0% | Unchanged |
| Novare Capital Management LLC | 9,059 | $364.0K | 0.05% | −9,566−51.4% | Reduced |
| River Wealth Advisors LLC | 9,048 | $364.0K | 0.08% | +211+2.4% | Added |
| Lyell Wealth Management, LP | 9,076 | $365.0K | 0.06% | +23+0.3% | Added |
| Formidable Asset Management, LLC | 8,026 | $365.0K | 0.08% | −100−1.2% | Reduced |
| Heritage Investors Management Corp | 9,090 | $366.0K | 0.02% | −240−2.6% | Reduced |
| Sippican Capital Advisors | 9,136 | $367.0K | 0.38% | −1,370−13.0% | Reduced |
| S.A. Mason LLC | 9,136 | $367.0K | 0.29% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 7,845 | $367.0K | 0.11% | 00.0% | Unchanged |
| Dakota Wealth Management | 9,133 | $368.0K | 0.03% | +3,755+69.8% | Added |
| All Season Financial Advisors, Inc. | 9,149 | $368.0K | 0.40% | +9,149 | New |
| Pacific Global Investment Management CO | 9,226 | $371.0K | 0.09% | +19+0.2% | Added |
| Bank of the West | 9,205 | $371.0K | 0.05% | +122+1.3% | Added |
| DSC Advisors, L.P. | 9,260 | $372.0K | 0.40% | −2,111−18.6% | Reduced |
| Smith, Moore & Co. | 9,254 | $372.0K | 0.06% | +100+1.1% | Added |
| Doliver Advisors, LP | 9,270 | $373.0K | 0.14% | −39−0.4% | Reduced |
| Humankind Investments LLC | 9,274 | $373.0K | 0.18% | +895+10.7% | Added |
| Graypoint LLC | 9,304 | $374.0K | 0.05% | +3,304+55.1% | Added |
| Manchester Capital Management LLC | 9,333 | $375.0K | 0.07% | −1,504−13.9% | Reduced |
| Texas Capital Bancshares Inc | 9,337 | $376.0K | 0.30% | −40−0.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,381 | $377.0K | 0.31% | 00.0% | Unchanged |
| Krilogy Financial LLC | 9,406 | $378.0K | 0.05% | −3,094−24.8% | Reduced |
| Campion Asset Management LLC | 9,435 | $379.0K | 0.40% | +1,645+21.1% | Added |
| Lincoln Capital LLC | 9,434 | $379.0K | 0.12% | +2,343+33.0% | Added |
| WealthShield Partners, LLC | 9,456 | $380.0K | 0.08% | +11+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,477 | $381.0K | 0.11% | 00.0% | Unchanged |
| Summit X, LLC | 9,508 | $382.0K | 0.11% | +1,284+15.6% | Added |
| Vicus Capital | 9,548 | $384.0K | 0.05% | −586−5.8% | Reduced |
| Prentiss Smith & Co Inc | 9,544 | $384.0K | 0.34% | −22−0.2% | Reduced |
| Advisors Management Group Inc | 9,591 | $386.0K | 0.15% | −514−5.1% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $386.0K | 0.11% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 9,620 | $387.0K | 0.45% | +13+0.1% | Added |
| Blueprint Investment Partners LLC | 9,627 | $387.0K | 0.11% | +9,627 | New |
| CX Institutional | 9,684 | $389.0K | 0.03% | +1,198+14.1% | Added |
| Standard Family Office LLC | 9,672 | $389.0K | 0.17% | +9,672 | New |
| X-Square Capital, LLC | 9,688 | $390.0K | 0.25% | −446−4.4% | Reduced |
| Washington Trust Bank | 9,682 | $390.0K | 0.05% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 9,762 | $393.0K | 0.06% | −908−8.5% | Reduced |
| Bray Capital Advisors | 9,770 | $393.0K | 0.12% | +5+0.1% | Added |
| Fairview Capital Investment Management, LLC | 9,799 | $394.0K | 0.03% | +28+0.3% | Added |
| Seeyond | 9,860 | $396.0K | 0.05% | −533−5.1% | Reduced |
| Peak Planning Group, LLC | 9,854 | $396.3K | 0.37% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 9,873 | $397.0K | 0.03% | +1,041+11.8% | Added |
| Personal Cfo Solutions, LLC | 9,893 | $398.0K | 0.10% | −715−6.7% | Reduced |
| Alta Advisers Ltd | 9,900 | $398.0K | 0.25% | +9,900 | New |
| RSM US Wealth Management LLC | 9,932 | $399.0K | 0.02% | −406−3.9% | Reduced |
| Zuckerman Investment Group, LLC | 9,968 | $401.0K | 0.08% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 10,091 | $406.0K | 0.27% | 00.0% | Unchanged |