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 |
|---|---|---|---|---|---|
| London & Capital Asset Management Ltd | 12,131 | $488.0K | 0.05% | +119+1.0% | Added |
| City State Bank | 12,123 | $488.0K | 0.34% | +6,437+113.2% | Added |
| G&S Capital LLC | 12,203 | $491.0K | 0.26% | +10.0% | Added |
| Good Life Advisors, LLC | 12,286 | $494.0K | 0.07% | +92+0.8% | Added |
| Webster Bank, N. A. | 12,345 | $496.0K | 0.07% | −518−4.0% | Reduced |
| Edge Capital Group, LLC | 12,380 | $498.0K | 0.04% | −278−2.2% | Reduced |
| Stelac Advisory Services LLC | 12,383 | $498.0K | 0.23% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12,451 | $501.0K | 0.08% | +4,391+54.5% | Added |
| Marcum Wealth, LLC | 12,473 | $502.0K | 0.08% | +1,178+10.4% | Added |
| Cary Street Partner Investment Advisory LLC | 12,497 | $503.0K | 0.04% | +261+2.1% | Added |
| Mraz, Amerine & Associates, Inc. | 12,544 | $505.0K | 0.14% | −25−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 12,599 | $507.0K | 0.06% | −162−1.3% | Reduced |
| Liberty Wealth Management LLC | 12,625 | $507.0K | 0.14% | +77+0.6% | Added |
| Lakeside Advisors, INC. | 12,658 | $509.0K | 0.46% | −100−0.8% | Reduced |
| Proequities, Inc. | 12,695 | $511.0K | 0.05% | −43−0.3% | Reduced |
| Davis R M Inc | 12,720 | $512.0K | 0.01% | +6,941+120.1% | Added |
| M Holdings Securities, Inc. | 12,789 | $514.0K | 0.06% | −188−1.4% | Reduced |
| Family Legacy, Inc. | 12,800 | $515.0K | 0.26% | 00.0% | Unchanged |
| Canandaigua National Corp | 12,821 | $516.0K | 0.09% | −1,777−12.2% | Reduced |
| Monument Capital Management | 12,828 | $516.0K | 0.19% | +4,589+55.7% | Added |
| Madison Wealth Management | 12,852 | $517.0K | 0.13% | +679+5.6% | Added |
| Sheets Smith Wealth Management | 12,879 | $518.0K | 0.09% | +9+0.1% | Added |
| Wintrust Investments LLC | 12,908 | $519.0K | 0.06% | −529−3.9% | Reduced |
| Cutler Group LP | 12,950 | $520.0K | 0.06% | −24,771−65.7% | Reduced |
| Purus Wealth Management, LLC | 13,014 | $523.0K | 0.48% | +85+0.7% | Added |
| Highlander Capital Management, LLC | 13,037 | $524.0K | 0.30% | −2,000−13.3% | Reduced |
| IPG Investment Advisors LLC | 13,039 | $524.4K | 0.15% | −1,554−10.6% | Reduced |
| Gagnon Securities LLC | 13,056 | $525.0K | 0.12% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 13,083 | $526.0K | 0.01% | −62−0.5% | Reduced |
| West Bancorporation Inc | 13,091 | $527.0K | 0.39% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 13,164 | $529.0K | 0.08% | −75−0.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 13,136 | $530.0K | 0.01% | −6,046−31.5% | Reduced |
| Weatherly Asset Management L. P. | 13,172 | $530.0K | 0.08% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 13,260 | $533.0K | 0.03% | +27+0.2% | Added |
| Welch Group, LLC | 13,286 | $534.0K | 0.03% | +300+2.3% | Added |
| Knuff & Co LLC | 13,304 | $535.0K | 0.25% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 13,301 | $535.0K | 0.61% | +8+0.1% | Added |
| Alterna Wealth Management, Inc | 13,317 | $536.0K | 0.64% | −1,350−9.2% | Reduced |
| Chilton Capital Management LLC | 13,320 | $536.0K | 0.04% | −350−2.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 13,329 | $536.0K | 0.14% | +20.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 13,345 | $537.0K | 0.02% | +3,120+30.5% | Added |
| Cardiff Park Advisors, LLC | 13,412 | $539.0K | 0.08% | −1,031−7.1% | Reduced |
| FineMark National Bank & Trust | 13,407 | $539.0K | 0.03% | −169−1.2% | Reduced |
| Eclectic Associates Inc | 13,436 | $540.0K | 0.35% | −796−5.6% | Reduced |
| Front Street Capital Management, Inc. | 13,457 | $541.0K | 0.14% | −315−2.3% | Reduced |
| RGT Wealth Advisors, LLC | 13,532 | $544.0K | 0.09% | +2,432+21.9% | Added |
| Convergence Investment Partners, LLC | 13,558 | $545.0K | 0.36% | −4,138−23.4% | Reduced |
| Carson Advisory Inc. | 13,557 | $545.0K | 0.60% | −265−1.9% | Reduced |
| AXS Investments LLC | 13,626 | $548.0K | 0.21% | −2,430−15.1% | Reduced |
| Financial Advisory Corp | 13,633 | $548.0K | 0.31% | −388−2.8% | Reduced |
| BBR Partners, LLC | 13,676 | $550.0K | 0.07% | −7,817−36.4% | Reduced |
| Woodmont Investment Counsel LLC | 13,677 | $550.0K | 0.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 13,693 | $551.0K | 0.02% | −847−5.8% | Reduced |
| AIMZ Investment Advisors, LLC | 13,729 | $552.0K | 0.28% | 00.0% | Unchanged |
| Triumph Capital Management | 13,752 | $553.0K | 0.30% | −103−0.7% | Reduced |
| First Foundation Advisors | 13,809 | $555.0K | 0.03% | +825+6.4% | Added |
| Wilson & Boucher Capital Management, LLC | 13,875 | $558.0K | 0.65% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 13,907 | $559.0K | 0.39% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 13,896 | $559.0K | 0.04% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 13,924 | $560.0K | 0.24% | −75−0.5% | Reduced |
| Coastline Trust Co | 13,996 | $563.0K | 0.09% | +8,175+140.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 14,130 | $568.0K | 0.09% | +6,670+89.4% | Added |
| VELA Investment Management, LLC | 14,136 | $569.0K | 0.32% | +70.0% | Added |
| Harbour Investments, Inc. | 14,547 | $570.0K | 0.04% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 14,165 | $570.0K | 0.54% | +364+2.6% | Added |
| Steel Peak Wealth Management LLC | 14,202 | $571.0K | 0.04% | −1,100−7.2% | Reduced |
| One Wealth Advisors, LLC | 14,191 | $571.0K | 0.19% | +2,875+25.4% | Added |
| Sittner & Nelson, LLC | 14,217 | $572.0K | 0.38% | −1,062−7.0% | Reduced |
| Essex Savings Bank | 14,209 | $572.0K | 0.23% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 14,280 | $574.0K | 0.08% | −853−5.6% | Reduced |
| Gradient Investments LLC | 14,312 | $576.0K | 0.02% | +85+0.6% | Added |
| Cypress Wealth Services, LLC | 13,816 | $577.0K | 0.20% | −31,796−69.7% | Reduced |
| MV Capital Management, Inc. | 14,358 | $577.0K | 0.10% | +662+4.8% | Added |
| LexAurum Advisors, LLC | 14,386 | $579.0K | 0.22% | +12+0.1% | Added |
| Heritage Wealth Management, LLC | 14,387 | $579.0K | 0.19% | +237+1.7% | Added |
| Baldwin Brothers Inc | 14,425 | $581.0K | 0.08% | −275−1.9% | Reduced |
| Bragg Financial Advisors, Inc | 14,639 | $589.0K | 0.04% | +4,415+43.2% | Added |
| EverSource Wealth Advisors, LLC | 14,701 | $590.0K | 0.14% | −163−1.1% | Reduced |
| Hexagon Capital Partners LLC | 14,716 | $592.0K | 0.18% | +2,429+19.8% | Added |
| Brooks, Moore & Associates, Inc. | 14,733 | $593.0K | 0.48% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 14,817 | $596.0K | 0.48% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 14,818 | $596.0K | 0.01% | +402+2.8% | Added |
| Hilltop Holdings Inc. | 14,850 | $597.0K | 0.08% | −705−4.5% | Reduced |
| North Star Investment Management Corp. | 14,969 | $602.0K | 0.06% | −954−6.0% | Reduced |
| Cito Capital Group, LLC | 15,000 | $603.0K | 0.35% | 00.0% | Unchanged |
| QVR LLC | 15,019 | $604.0K | 0.55% | +12,332+459.0% | Added |
| HBK Sorce Advisory LLC | 15,207 | $612.0K | 0.04% | +4,309+39.5% | Added |
| JNBA Financial Advisors | 15,257 | $614.0K | 0.09% | −542−3.4% | Reduced |
| Journey Strategic Wealth LLC | 15,268 | $614.0K | 0.08% | +4,727+44.8% | Added |
| Mengis Capital Management, Inc. | 15,404 | $619.0K | 0.15% | −3,348−17.9% | Reduced |
| American Trust | 15,434 | $621.0K | 0.05% | −360−2.3% | Reduced |
| Alpha DNA Investment Management LLC | 15,537 | $624.0K | 0.54% | +15,537 | New |
| Murphy Pohlad Asset Management LLC | 15,559 | $625.0K | 0.29% | −100−0.6% | Reduced |
| Pure Financial Advisors, Inc. | 15,547 | $625.0K | 0.04% | +725+4.9% | Added |
| Abbrea Capital, LLC | 15,619 | $628.0K | 0.12% | −1,454−8.5% | Reduced |
| O'Neil Global Advisors, Inc. | 15,615 | $628.0K | 2.49% | −30.0% | Reduced |
| Waldron Private Wealth LLC | 15,654 | $629.0K | 0.04% | +2,185+16.2% | Added |
| Becker Capital Management Inc | 15,663 | $630.0K | 0.03% | −289−1.8% | Reduced |
| Tudor Investment Corp Et Al | 15,671 | $630.0K | 0.02% | +15,671 | New |
| Diligent Investors, LLC | 15,695 | $631.0K | 0.23% | −15−0.1% | Reduced |