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; 2,883 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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 15,745 | $633.0K | 0.55% | +15,735+157,350.0% | Added |
| Aspire Private Capital, LLC | 15,755 | $634.0K | 0.24% | +13,426+576.5% | Added |
| Arkadios Wealth Advisors | 15,814 | $636.0K | 0.10% | +13+0.1% | Added |
| Sather Financial Group Inc | 15,936 | $641.0K | 0.07% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 15,981 | $642.0K | 0.03% | −102−0.6% | Reduced |
| DMG Group, LLC | 15,433 | $642.0K | 0.78% | −100−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,007 | $644.0K | 0.04% | +1,041+7.0% | Added |
| Northeast Investment Management | 16,045 | $645.0K | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 16,074 | $646.0K | 0.05% | −391−2.4% | Reduced |
| Element Wealth, LLC | 16,076 | $647.0K | 0.60% | +455+2.9% | Added |
| Equitable Trust Co | 16,110 | $648.0K | 0.05% | +5,420+50.7% | Added |
| Richwood Investment Advisors, LLC | 16,125 | $649.0K | 0.71% | −970−5.7% | Reduced |
| North Star Asset Management Inc | 16,198 | $651.0K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 16,188 | $651.0K | 0.15% | +13+0.1% | Added |
| FinTrust Capital Advisors, LLC | 14,709 | $657.0K | 0.17% | −268−1.8% | Reduced |
| Tower Bridge Advisors | 16,350 | $657.6K | 0.06% | −3,300−16.8% | Reduced |
| Garrison Point Advisors, LLC | 16,390 | $659.0K | 0.59% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 16,412 | $660.0K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 16,400 | $660.0K | 0.20% | +250+1.5% | Added |
| Hutner Capital Management Inc | 16,434 | $661.0K | 0.46% | −305−1.8% | Reduced |
| Gryphon Financial Partners LLC | 16,420 | $661.0K | 0.17% | +3,794+30.0% | Added |
| Keudell/Morrison Wealth Management | 16,450 | $662.0K | 0.25% | −66−0.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,457 | $662.0K | 0.12% | +5,283+47.3% | Added |
| Stokes Family Office, LLC | 16,523 | $665.0K | 0.09% | +998+6.4% | Added |
| Koshinski Asset Management, Inc. | 16,587 | $667.0K | 0.08% | +408+2.5% | Added |
| Stonnington Group, LLC | 15,315 | $668.0K | 0.19% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 14,349 | $670.0K | 0.50% | −619−4.1% | Reduced |
| Cladis Investment Advisory, LLC | 16,669 | $670.4K | 0.73% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 16,716 | $672.0K | 0.25% | +5,831+53.6% | Added |
| Lipe & Dalton | 16,750 | $674.0K | 0.42% | +1,000+6.3% | Added |
| Prudent Man Advisors, LLC | 16,789 | $675.0K | 0.32% | +893+5.6% | Added |
| Wakefield Asset Management LLLP | 16,773 | $675.0K | 0.31% | +1,630+10.8% | Added |
| Northwest Wealth Management, LLC | 16,812 | $676.0K | 0.30% | −175−1.0% | Reduced |
| Mainstay Capital Management LLC | 16,852 | $678.0K | 0.17% | −50−0.3% | Reduced |
| GM Advisory Group, Inc. | 16,884 | $679.0K | 0.09% | +179+1.1% | Added |
| Douglass Winthrop Advisors, LLC | 16,900 | $680.0K | 0.02% | −1,046−5.8% | Reduced |
| Strategic Investment Advisors | 16,998 | $683.0K | 0.15% | +16,998 | New |
| Ingalls & Snyder LLC | 17,006 | $684.0K | 0.04% | −56,997−77.0% | Reduced |
| Brookstone Capital Management | 16,921 | $685.0K | 0.02% | +747+4.6% | Added |
| C2C Wealth Management, LLC | 15,849 | $690.0K | 0.13% | −1,959−11.0% | Reduced |
| Chicago Capital, LLC | 17,169 | $691.0K | 0.04% | 00.0% | Unchanged |
| Lantz Financial LLC | 17,185 | $691.0K | 0.36% | +166+1.0% | Added |
| Fukoku Mutual Life Insurance Co | 17,240 | $693.0K | 0.07% | −4,482−20.6% | Reduced |
| IHT Wealth Management, LLC | 17,225 | $693.0K | 0.05% | +7,663+80.1% | Added |
| Legacy Financial Group LLC | 17,267 | $694.0K | 0.23% | −2,430−12.3% | Reduced |
| Simmons Bank | 17,314 | $697.0K | 0.07% | −300−1.7% | Reduced |
| Northwest Investment Counselors, LLC | 17,411 | $700.0K | 0.23% | −50−0.3% | Reduced |
| Narwhal Capital Management | 17,456 | $702.0K | 0.10% | +623+3.7% | Added |
| XML Financial, LLC | 17,491 | $703.0K | 0.10% | +900+5.4% | Added |
| Valtinson Bruner Financial Planning LLC | 17,515 | $704.0K | 0.43% | +14+0.1% | Added |
| Neumann Capital Management, LLC | 17,522 | $705.0K | 0.36% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 17,551 | $706.0K | 0.13% | −5,460−23.7% | Reduced |
| AdvisorNet Financial, Inc | 17,564 | $706.0K | 0.07% | −792−4.3% | Reduced |
| Change Path, LLC | 17,612 | $708.0K | 0.04% | −4,121−19.0% | Reduced |
| Summit Financial Group Inc | 17,635 | $709.0K | 0.29% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 15,708 | $710.0K | 0.09% | −54−0.3% | Reduced |
| Wharton Business Group, LLC | 17,695 | $711.0K | 0.05% | +215+1.2% | Added |
| Heartland Bank & Trust Co | 17,717 | $713.0K | 0.68% | −295−1.6% | Reduced |
| Apella Capital, LLC | 17,763 | $714.0K | 0.08% | −18,562−51.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 17,812 | $716.0K | 0.18% | −955−5.1% | Reduced |
| LWM Advisory Services, LLC | 17,812 | $716.0K | 0.81% | +372+2.1% | Added |
| Keystone Financial Services | 15,745 | $719.0K | 0.42% | −800−4.8% | Reduced |
| Dynamic Advisor Solutions LLC | 17,878 | $719.0K | 0.05% | −119−0.7% | Reduced |
| Chiron Capital Management, LLC | 17,878 | $719.0K | 0.48% | +501+2.9% | Added |
| Great Valley Advisor Group, Inc. | 17,929 | $721.0K | 0.04% | +1,031+6.1% | Added |
| Summit Trail Advisors, LLC | 17,982 | $723.0K | 0.04% | −4,129−18.7% | Reduced |
| Barbara Oil Co. | 18,000 | $724.0K | 0.40% | 00.0% | Unchanged |
| AIA Group Ltd | 18,061 | $726.0K | 0.05% | −11,130−38.1% | Reduced |
| Ascent Group, LLC | 15,798 | $727.0K | 0.09% | −1,339−7.8% | Reduced |
| Wimmer Associates 1, LLC | 15,806 | $727.0K | 0.48% | −70−0.4% | Reduced |
| Regents of the University of California | 18,106 | $728.0K | 0.15% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 18,095 | $728.0K | 0.09% | +20.0% | Added |
| CoreFirst Bank & Trust | 18,271 | $735.0K | 0.63% | −344−1.8% | Reduced |
| Boltwood Capital Management | 18,400 | $740.0K | 0.34% | −6,000−24.6% | Reduced |
| Principle Wealth Partners LLC | 18,434 | $741.0K | 0.10% | 00.0% | Unchanged |
| Cambridge Trust Co | 18,482 | $743.0K | 0.04% | −896−4.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,482 | $743.0K | 0.23% | −675−3.5% | Reduced |
| Lebenthal Global Advisors, LLC | 18,508 | $744.0K | 0.34% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 18,653 | $750.2K | 0.03% | −103−0.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,682 | $751.0K | 0.52% | −600−3.1% | Reduced |
| Foresight Wealth Management, LLC | 18,664 | $751.0K | 0.32% | −107−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 18,788 | $756.0K | 0.06% | +694+3.8% | Added |
| Greenup Street Wealth Management LLC | 18,894 | $760.0K | 0.35% | −3,400−15.3% | Reduced |
| MGO Private Wealth, LLC | 18,916 | $761.0K | 0.36% | +18,916 | New |
| Annandale Capital, LLC | 18,991 | $764.0K | 0.28% | +8,186+75.8% | Added |
| Triad Investment Management | 19,036 | $766.0K | 1.33% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 19,069 | $767.0K | 0.04% | −324−1.7% | Reduced |
| Cumberland Advisors Inc | 19,100 | $768.0K | 0.31% | −3,300−14.7% | Reduced |
| Comerica Securities,inc. | 19,113 | $769.0K | 0.06% | −3,938−17.1% | Reduced |
| Carlson Capital Management | 19,162 | $771.0K | 0.07% | −162−0.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,164 | $771.0K | 0.30% | −131−0.7% | Reduced |
| Glynn Capital Management LLC | 19,165 | $771.0K | 0.16% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 19,204 | $776.0K | 0.14% | +1,374+7.7% | Added |
| Castle Rock Wealth Management, LLC | 19,177 | $777.0K | 0.39% | +10.0% | Added |
| Tobam | 19,415 | $781.0K | 0.05% | −743−3.7% | Reduced |
| Central Trust Co | 19,464 | $782.0K | 0.03% | −206−1.0% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 19,542 | $786.0K | 0.78% | 00.0% | Unchanged |
| Quilter Plc | 19,586 | $787.0K | 0.03% | −298−1.5% | Reduced |
| Peoples Financial Services Corp. | 19,617 | $789.0K | 0.41% | −300−1.5% | Reduced |
| Wealthspire Advisors, LLC | 19,670 | $791.0K | 0.02% | +3,151+19.1% | Added |