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 |
|---|---|---|---|---|---|
| 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 |
| Apella Capital, LLC | 17,763 | $714.0K | 0.08% | −18,562−51.1% | Reduced |
| Heartland Bank & Trust Co | 17,717 | $713.0K | 0.68% | −295−1.6% | Reduced |
| Wharton Business Group, LLC | 17,695 | $711.0K | 0.05% | +215+1.2% | Added |
| Vista Wealth Management Group, LLC | 15,708 | $710.0K | 0.09% | −54−0.3% | Reduced |
| Summit Financial Group Inc | 17,635 | $709.0K | 0.29% | 00.0% | Unchanged |
| Change Path, LLC | 17,612 | $708.0K | 0.04% | −4,121−19.0% | Reduced |
| 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 |
| Neumann Capital Management, LLC | 17,522 | $705.0K | 0.36% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 17,515 | $704.0K | 0.43% | +14+0.1% | Added |
| XML Financial, LLC | 17,491 | $703.0K | 0.10% | +900+5.4% | Added |
| Narwhal Capital Management | 17,456 | $702.0K | 0.10% | +623+3.7% | Added |
| Northwest Investment Counselors, LLC | 17,411 | $700.0K | 0.23% | −50−0.3% | Reduced |
| Simmons Bank | 17,314 | $697.0K | 0.07% | −300−1.7% | Reduced |
| Legacy Financial Group LLC | 17,267 | $694.0K | 0.23% | −2,430−12.3% | Reduced |
| 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 |
| 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 |
| C2C Wealth Management, LLC | 15,849 | $690.0K | 0.13% | −1,959−11.0% | Reduced |
| Brookstone Capital Management | 16,921 | $685.0K | 0.02% | +747+4.6% | Added |
| Ingalls & Snyder LLC | 17,006 | $684.0K | 0.04% | −56,997−77.0% | Reduced |
| Strategic Investment Advisors | 16,998 | $683.0K | 0.15% | +16,998 | New |
| Douglass Winthrop Advisors, LLC | 16,900 | $680.0K | 0.02% | −1,046−5.8% | Reduced |
| GM Advisory Group, Inc. | 16,884 | $679.0K | 0.09% | +179+1.1% | Added |
| Mainstay Capital Management LLC | 16,852 | $678.0K | 0.17% | −50−0.3% | Reduced |
| Northwest Wealth Management, LLC | 16,812 | $676.0K | 0.30% | −175−1.0% | Reduced |
| 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 |
| Lipe & Dalton | 16,750 | $674.0K | 0.42% | +1,000+6.3% | Added |
| Vise Technologies, Inc. | 16,716 | $672.0K | 0.25% | +5,831+53.6% | Added |
| Cladis Investment Advisory, LLC | 16,669 | $670.4K | 0.73% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 14,349 | $670.0K | 0.50% | −619−4.1% | Reduced |
| Stonnington Group, LLC | 15,315 | $668.0K | 0.19% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,587 | $667.0K | 0.08% | +408+2.5% | Added |
| Stokes Family Office, LLC | 16,523 | $665.0K | 0.09% | +998+6.4% | 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 |
| 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 |
| 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 |
| Garrison Point Advisors, LLC | 16,390 | $659.0K | 0.59% | 00.0% | Unchanged |
| Tower Bridge Advisors | 16,350 | $657.6K | 0.06% | −3,300−16.8% | Reduced |
| FinTrust Capital Advisors, LLC | 14,709 | $657.0K | 0.17% | −268−1.8% | 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 |
| Richwood Investment Advisors, LLC | 16,125 | $649.0K | 0.71% | −970−5.7% | Reduced |
| Equitable Trust Co | 16,110 | $648.0K | 0.05% | +5,420+50.7% | Added |
| Element Wealth, LLC | 16,076 | $647.0K | 0.60% | +455+2.9% | Added |
| Rockland Trust Co | 16,074 | $646.0K | 0.05% | −391−2.4% | Reduced |
| Northeast Investment Management | 16,045 | $645.0K | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 16,007 | $644.0K | 0.04% | +1,041+7.0% | Added |
| 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 |
| Sather Financial Group Inc | 15,936 | $641.0K | 0.07% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 15,814 | $636.0K | 0.10% | +13+0.1% | Added |
| Aspire Private Capital, LLC | 15,755 | $634.0K | 0.24% | +13,426+576.5% | Added |
| Old North State Trust, LLC | 15,745 | $633.0K | 0.55% | +15,735+157,350.0% | Added |
| Diligent Investors, LLC | 15,695 | $631.0K | 0.23% | −15−0.1% | Reduced |
| 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 |
| Waldron Private Wealth LLC | 15,654 | $629.0K | 0.04% | +2,185+16.2% | 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 |
| 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 |
| Alpha DNA Investment Management LLC | 15,537 | $624.0K | 0.54% | +15,537 | New |
| American Trust | 15,434 | $621.0K | 0.05% | −360−2.3% | Reduced |
| Mengis Capital Management, Inc. | 15,404 | $619.0K | 0.15% | −3,348−17.9% | Reduced |
| 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 |
| HBK Sorce Advisory LLC | 15,207 | $612.0K | 0.04% | +4,309+39.5% | Added |
| QVR LLC | 15,019 | $604.0K | 0.55% | +12,332+459.0% | Added |
| Cito Capital Group, LLC | 15,000 | $603.0K | 0.35% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 14,969 | $602.0K | 0.06% | −954−6.0% | Reduced |
| Hilltop Holdings Inc. | 14,850 | $597.0K | 0.08% | −705−4.5% | Reduced |
| 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 |
| Brooks, Moore & Associates, Inc. | 14,733 | $593.0K | 0.48% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 14,716 | $592.0K | 0.18% | +2,429+19.8% | Added |
| EverSource Wealth Advisors, LLC | 14,701 | $590.0K | 0.14% | −163−1.1% | Reduced |
| Bragg Financial Advisors, Inc | 14,639 | $589.0K | 0.04% | +4,415+43.2% | Added |
| Baldwin Brothers Inc | 14,425 | $581.0K | 0.08% | −275−1.9% | Reduced |
| 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 |
| 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 |
| Gradient Investments LLC | 14,312 | $576.0K | 0.02% | +85+0.6% | Added |
| Kovack Advisors, Inc. | 14,280 | $574.0K | 0.08% | −853−5.6% | Reduced |
| 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 |
| 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 |
| 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 |
| VELA Investment Management, LLC | 14,136 | $569.0K | 0.32% | +70.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 14,130 | $568.0K | 0.09% | +6,670+89.4% | Added |