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 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 13,996 | $563.0K | 0.09% | +8,175+140.4% | Added |
| Shakespeare Wealth Management, Inc. | 13,924 | $560.0K | 0.24% | −75−0.5% | Reduced |
| 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 |
| Wilson & Boucher Capital Management, LLC | 13,875 | $558.0K | 0.65% | 00.0% | Unchanged |
| First Foundation Advisors | 13,809 | $555.0K | 0.03% | +825+6.4% | Added |
| Triumph Capital Management | 13,752 | $553.0K | 0.30% | −103−0.7% | Reduced |
| AIMZ Investment Advisors, LLC | 13,729 | $552.0K | 0.28% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 13,693 | $551.0K | 0.02% | −847−5.8% | 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 |
| 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 |
| 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 |
| RGT Wealth Advisors, LLC | 13,532 | $544.0K | 0.09% | +2,432+21.9% | Added |
| Front Street Capital Management, Inc. | 13,457 | $541.0K | 0.14% | −315−2.3% | Reduced |
| Eclectic Associates Inc | 13,436 | $540.0K | 0.35% | −796−5.6% | Reduced |
| 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 |
| Wilbanks Smith & Thomas Asset Management LLC | 13,345 | $537.0K | 0.02% | +3,120+30.5% | 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 |
| 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 |
| Welch Group, LLC | 13,286 | $534.0K | 0.03% | +300+2.3% | Added |
| Boston Common Asset Management, LLC | 13,260 | $533.0K | 0.03% | +27+0.2% | Added |
| 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 |
| Beach Investment Counsel Inc | 13,164 | $529.0K | 0.08% | −75−0.6% | Reduced |
| West Bancorporation Inc | 13,091 | $527.0K | 0.39% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 13,083 | $526.0K | 0.01% | −62−0.5% | Reduced |
| Gagnon Securities LLC | 13,056 | $525.0K | 0.12% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 13,039 | $524.4K | 0.15% | −1,554−10.6% | Reduced |
| Highlander Capital Management, LLC | 13,037 | $524.0K | 0.30% | −2,000−13.3% | Reduced |
| Purus Wealth Management, LLC | 13,014 | $523.0K | 0.48% | +85+0.7% | Added |
| Cutler Group LP | 12,950 | $520.0K | 0.06% | −24,771−65.7% | Reduced |
| Wintrust Investments LLC | 12,908 | $519.0K | 0.06% | −529−3.9% | Reduced |
| Sheets Smith Wealth Management | 12,879 | $518.0K | 0.09% | +9+0.1% | Added |
| Madison Wealth Management | 12,852 | $517.0K | 0.13% | +679+5.6% | Added |
| 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 |
| Family Legacy, Inc. | 12,800 | $515.0K | 0.26% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 12,789 | $514.0K | 0.06% | −188−1.4% | Reduced |
| Davis R M Inc | 12,720 | $512.0K | 0.01% | +6,941+120.1% | Added |
| Proequities, Inc. | 12,695 | $511.0K | 0.05% | −43−0.3% | Reduced |
| Lakeside Advisors, INC. | 12,658 | $509.0K | 0.46% | −100−0.8% | 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 |
| Mraz, Amerine & Associates, Inc. | 12,544 | $505.0K | 0.14% | −25−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,497 | $503.0K | 0.04% | +261+2.1% | Added |
| Marcum Wealth, LLC | 12,473 | $502.0K | 0.08% | +1,178+10.4% | Added |
| Lindbrook Capital, LLC | 12,451 | $501.0K | 0.08% | +4,391+54.5% | Added |
| 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 |
| Webster Bank, N. A. | 12,345 | $496.0K | 0.07% | −518−4.0% | Reduced |
| Good Life Advisors, LLC | 12,286 | $494.0K | 0.07% | +92+0.8% | Added |
| G&S Capital LLC | 12,203 | $491.0K | 0.26% | +10.0% | Added |
| 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 |
| Cornerstone Wealth Management, LLC | 12,115 | $487.0K | 0.05% | +392+3.3% | Added |
| South State Corp. | 12,080 | $486.0K | 0.05% | −1,631−11.9% | Reduced |
| 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 |
| Montecito Bank & Trust | 11,963 | $481.0K | 0.13% | +168+1.4% | Added |
| 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 |
| Resource Consulting Group Inc | 11,896 | $478.0K | 0.14% | +11,896 | New |
| Jacobs & Co | 11,877 | $477.0K | 0.07% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 11,850 | $477.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Farmers Trust Co | 11,754 | $473.0K | 0.12% | +1,170+11.1% | 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 |
| 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 |
| First Nebraska Trust Co | 11,698 | $470.5K | 0.07% | +438+3.9% | Added |
| Eqis Capital Management, Inc. | 11,679 | $469.7K | 0.05% | −499−4.1% | 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 |
| 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 |
| 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 |
| Surevest, LLC | 11,592 | $466.0K | 0.13% | +43+0.4% | Added |
| Anchor Investment Management, LLC | 11,563 | $465.1K | 0.07% | +974+9.2% | 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 |
| Private Portfolio Partners LLC | 11,491 | $462.2K | 0.13% | +9+0.1% | Added |
| Aull & Monroe Investment Management Corp | 11,475 | $462.0K | 0.25% | −354−3.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 11,429 | $460.0K | 0.04% | −172−1.5% | Reduced |