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 |
|---|---|---|---|---|---|
| RB Capital Management, LLC | 10,128 | $407.0K | 0.16% | −4,931−32.7% | Reduced |
| Lauterbach Financial Advisors, LLC | 10,119 | $407.0K | 0.41% | +49+0.5% | Added |
| Tarbox Family Office, Inc. | 10,405 | $408.0K | 0.10% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 10,154 | $408.0K | 0.08% | +9+0.1% | Added |
| Bailard, Inc. | 10,177 | $409.0K | 0.02% | −7,892−43.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 10,160 | $409.0K | 0.03% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 10,164 | $409.0K | 0.18% | +14+0.1% | Added |
| First Farmers & Merchants Bank / Trust | 10,157 | $409.0K | 0.54% | 00.0% | Unchanged |
| Ethic Inc. | 10,177 | $409.0K | 0.03% | +2,875+39.4% | Added |
| HCR Wealth Advisors | 10,217 | $411.0K | 0.09% | −54−0.5% | Reduced |
| Stephenson National Bank & Trust | 10,248 | $412.0K | 0.29% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 10,259 | $413.0K | 0.01% | +391+4.0% | Added |
| West Branch Capital LLC | 10,302 | $414.0K | 0.26% | −649−5.9% | Reduced |
| Ssi Investment Management LLC | 10,312 | $414.0K | 0.03% | +25+0.2% | Added |
| Hudock, Inc. | 10,331 | $415.0K | 0.14% | −1,506−12.7% | Reduced |
| First National Advisers, LLC | 10,318 | $415.0K | 0.61% | +2,890+38.9% | Added |
| Coastal Bridge Advisors, LLC | 10,363 | $417.0K | 0.11% | −165−1.6% | Reduced |
| Everhart Financial Group, Inc. | 10,351 | $417.0K | 0.23% | +4,965+92.2% | Added |
| Athena Investment Management | 10,387 | $418.0K | 0.35% | +150+1.5% | Added |
| Harbor Investment Advisory, LLC | 10,417 | $419.0K | 0.07% | −195−1.8% | Reduced |
| MUFG Securities EMEA plc | 10,449 | $420.0K | 0.01% | −5,540−34.6% | Reduced |
| Modera Wealth Management, LLC | 10,496 | $422.0K | 0.02% | −998−8.7% | Reduced |
| Washington Trust Advisors, Inc. | 10,485 | $422.0K | 0.04% | +290+2.8% | Added |
| JFS Wealth Advisors, LLC | 10,536 | $424.0K | 0.05% | −2,080−16.5% | Reduced |
| Warren Averett Asset Management, LLC | 10,571 | $425.0K | 0.03% | −4,825−31.3% | Reduced |
| Security National Bank of So Dak | 10,623 | $427.0K | 0.38% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 10,650 | $428.0K | 0.02% | 00.0% | Unchanged |
| Hikari Tsushin, Inc. | 10,631 | $428.0K | 0.05% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 10,673 | $429.0K | 0.13% | −100−0.9% | Reduced |
| HighTower Trust Services, LTA | 10,697 | $430.0K | 0.05% | −2,995−21.9% | Reduced |
| Gladstone Institutional Advisory LLC | 10,791 | $434.0K | 0.03% | −6,289−36.8% | Reduced |
| Keystone Financial Group | 10,803 | $434.0K | 0.09% | +230+2.2% | Added |
| MCF Advisors LLC | 10,783 | $434.0K | 0.05% | +1,787+19.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 10,900 | $438.0K | 0.39% | −1,000−8.4% | Reduced |
| Premier Asset Management LLC | 10,883 | $438.0K | 0.45% | +10,883 | New |
| Pointe Capital Management LLC | 10,917 | $439.0K | 0.35% | −103−0.9% | Reduced |
| McCarthy Asset Management, Inc. | 10,908 | $439.0K | 0.34% | +30.0% | Added |
| Platform Technology Partners | 10,964 | $441.0K | 0.25% | +700+6.8% | Added |
| Radnor Capital Management, LLC | 11,023 | $443.0K | 0.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,048 | $444.0K | 0.03% | +456+4.3% | Added |
| Claro Advisors LLC | 11,351 | $445.0K | 0.18% | 00.0% | Unchanged |
| Vontobel Asset Management Inc | 11,021 | $445.0K | 0.00% | −79−0.7% | Reduced |
| First Dallas Securities Inc. | 11,050 | $445.0K | 0.31% | +200+1.8% | Added |
| David Loasby | 10,759 | $446.0K | 0.07% | +422+4.1% | Added |
| Financial Advisory Service, Inc. | 11,166 | $449.0K | 0.05% | +73+0.7% | Added |
| 9258 Wealth Management, LLC | 11,165 | $449.0K | 0.11% | +149+1.4% | Added |
| Summit Financial, LLC | 11,182 | $449.7K | 0.04% | +3,554+46.6% | Added |
| All Terrain Financial Advisors, LLC | 11,198 | $450.0K | 0.24% | +1,455+14.9% | Added |
| Bank of Hawaii | 11,192 | $450.0K | 0.03% | +4,849+76.4% | Added |
| BTR Capital Management Inc | 11,241 | $452.0K | 0.07% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 11,261 | $453.0K | 0.00% | +5,552+97.2% | Added |
| Clear Creek Financial Management, LLC | 11,291 | $454.0K | 0.10% | −464−3.9% | Reduced |
| Cahill Financial Advisors Inc | 11,274 | $454.0K | 0.10% | +2,683+31.2% | Added |
| Highline Wealth Partners LLC | 11,294 | $454.2K | 0.37% | +11,294 | New |
| Douglas Lane & Associates, LLC | 11,325 | $455.0K | 0.01% | −84−0.7% | Reduced |
| Basepoint Wealth LLC | 11,334 | $455.8K | 0.49% | −335−2.9% | Reduced |
| Sunflower Bank, N.A. | 11,339 | $456.0K | 0.10% | −1,907−14.4% | Reduced |
| Global Trust Asset Management, LLC | 11,346 | $456.0K | 0.24% | −36−0.3% | Reduced |
| Aj Wealth Strategies, LLC | 11,333 | $456.0K | 0.03% | +11+0.1% | Added |
| Alliance Wealth Advisors, LLC | 11,373 | $457.0K | 0.43% | −681−5.6% | Reduced |
| Arete Wealth Advisors, LLC | 11,373 | $457.0K | 0.04% | +4,260+59.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,429 | $460.0K | 0.04% | −172−1.5% | Reduced |
| Aull & Monroe Investment Management Corp | 11,475 | $462.0K | 0.25% | −354−3.0% | Reduced |
| Private Portfolio Partners LLC | 11,491 | $462.2K | 0.13% | +9+0.1% | Added |
| Icapital Wealth LLC | 11,500 | $463.0K | 0.33% | −7,500−39.5% | Reduced |
| Financial Insights, Inc. | 11,512 | $463.0K | 0.31% | +11,512 | New |
| Anchor Investment Management, LLC | 11,563 | $465.1K | 0.07% | +974+9.2% | Added |
| Surevest, LLC | 11,592 | $466.0K | 0.13% | +43+0.4% | Added |
| Beaton Management Co. Inc. | 11,608 | $467.0K | 0.35% | +415+3.7% | Added |
| Par Capital Management Inc | 11,600 | $467.0K | 0.02% | +11,600 | New |
| Spinnaker Trust | 11,638 | $468.0K | 0.04% | −10,335−47.0% | Reduced |
| Titleist Asset Management, Ltd. | 11,642 | $468.0K | 0.11% | −891−7.1% | Reduced |
| Wealth Alliance | 11,634 | $468.0K | 0.09% | −40.0% | Reduced |
| Citizens Financial Group Inc | 11,673 | $469.0K | 0.02% | −4,554−28.1% | Reduced |
| Iowa State Bank | 11,672 | $469.0K | 0.13% | −300−2.5% | Reduced |
| Eqis Capital Management, Inc. | 11,679 | $469.7K | 0.05% | −499−4.1% | Reduced |
| First Nebraska Trust Co | 11,698 | $470.5K | 0.07% | +438+3.9% | Added |
| Chicago Trust Co NA | 11,717 | $471.0K | 0.12% | +692+6.3% | Added |
| LFA - Lugano Financial Advisors SA | 11,704 | $471.0K | 0.37% | +5,852+100.0% | Added |
| Burke & Herbert Bank & Trust Co | 11,739 | $472.0K | 0.39% | −415−3.4% | Reduced |
| Leisure Capital Management | 11,738 | $472.0K | 0.29% | +428+3.8% | Added |
| Farmers Trust Co | 11,754 | $473.0K | 0.12% | +1,170+11.1% | Added |
| Perennial Investment Advisors, LLC | 11,787 | $474.0K | 0.22% | +126+1.1% | Added |
| Jacobi Capital Management LLC | 11,796 | $474.0K | 0.06% | +403+3.5% | Added |
| Dumont & Blake Investment Advisors LLC | 11,807 | $475.0K | 0.18% | −17−0.1% | Reduced |
| Legacy Private Trust Co. | 11,807 | $475.0K | 0.05% | +11,807 | New |
| Pacifica Capital Investments, LLC | 11,835 | $476.0K | 0.18% | 00.0% | Unchanged |
| Intrua Financial, LLC | 11,847 | $476.0K | 0.13% | +796+7.2% | Added |
| Jacobs & Co | 11,877 | $477.0K | 0.07% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 11,850 | $477.0K | 0.15% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 11,896 | $478.0K | 0.14% | +11,896 | New |
| Meridian Wealth Management, LLC | 11,923 | $480.0K | 0.05% | −14,350−54.6% | Reduced |
| Fortem Financial Group, LLC | 11,934 | $480.0K | 0.33% | −3,492−22.6% | Reduced |
| Capital Asset Advisory Services LLC | 11,934 | $480.0K | 0.06% | +6,715+128.7% | Added |
| Montecito Bank & Trust | 11,963 | $481.0K | 0.13% | +168+1.4% | Added |
| Fort Sheridan Advisors LLC | 12,035 | $484.0K | 0.16% | −1,100−8.4% | Reduced |
| Zions Bancorporation, N.A. | 12,053 | $484.0K | 0.05% | +963+8.7% | Added |
| Childress Capital Advisors, LLC | 11,620 | $484.0K | 0.19% | +1,247+12.0% | Added |
| South State Corp. | 12,080 | $486.0K | 0.05% | −1,631−11.9% | Reduced |
| Cornerstone Wealth Management, LLC | 12,115 | $487.0K | 0.05% | +392+3.3% | Added |