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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Basepoint Wealth LLC | 11,334 | $455.8K | 0.49% | −335−2.9% | Reduced |
| Douglas Lane & Associates, LLC | 11,325 | $455.0K | 0.01% | −84−0.7% | Reduced |
| Highline Wealth Partners LLC | 11,294 | $454.2K | 0.37% | +11,294 | New |
| 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 |
| Boston Trust Walden Corp | 11,261 | $453.0K | 0.00% | +5,552+97.2% | Added |
| BTR Capital Management Inc | 11,241 | $452.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Summit Financial, LLC | 11,182 | $449.7K | 0.04% | +3,554+46.6% | 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 |
| David Loasby | 10,759 | $446.0K | 0.07% | +422+4.1% | 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 |
| Wealthcare Advisory Partners LLC | 11,048 | $444.0K | 0.03% | +456+4.3% | Added |
| Radnor Capital Management, LLC | 11,023 | $443.0K | 0.13% | 00.0% | Unchanged |
| Platform Technology Partners | 10,964 | $441.0K | 0.25% | +700+6.8% | Added |
| 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 |
| 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 |
| 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 |
| HighTower Trust Services, LTA | 10,697 | $430.0K | 0.05% | −2,995−21.9% | Reduced |
| Providence Capital Advisors, LLC | 10,673 | $429.0K | 0.13% | −100−0.9% | Reduced |
| 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 |
| Security National Bank of So Dak | 10,623 | $427.0K | 0.38% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,571 | $425.0K | 0.03% | −4,825−31.3% | Reduced |
| JFS Wealth Advisors, LLC | 10,536 | $424.0K | 0.05% | −2,080−16.5% | 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 |
| MUFG Securities EMEA plc | 10,449 | $420.0K | 0.01% | −5,540−34.6% | Reduced |
| Harbor Investment Advisory, LLC | 10,417 | $419.0K | 0.07% | −195−1.8% | Reduced |
| Athena Investment Management | 10,387 | $418.0K | 0.35% | +150+1.5% | 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 |
| 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 |
| 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 |
| Valmark Advisers, Inc. | 10,259 | $413.0K | 0.01% | +391+4.0% | Added |
| Stephenson National Bank & Trust | 10,248 | $412.0K | 0.29% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,217 | $411.0K | 0.09% | −54−0.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Aspen Investment Management Inc | 10,091 | $406.0K | 0.27% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 9,968 | $401.0K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 9,932 | $399.0K | 0.02% | −406−3.9% | Reduced |
| Personal Cfo Solutions, LLC | 9,893 | $398.0K | 0.10% | −715−6.7% | Reduced |
| Alta Advisers Ltd | 9,900 | $398.0K | 0.25% | +9,900 | New |
| Halbert Hargrove Global Advisors, LLC | 9,873 | $397.0K | 0.03% | +1,041+11.8% | Added |
| Peak Planning Group, LLC | 9,854 | $396.3K | 0.37% | 00.0% | Unchanged |
| Seeyond | 9,860 | $396.0K | 0.05% | −533−5.1% | Reduced |
| Fairview Capital Investment Management, LLC | 9,799 | $394.0K | 0.03% | +28+0.3% | Added |
| Oxford Financial Group Ltd | 9,762 | $393.0K | 0.06% | −908−8.5% | Reduced |
| Bray Capital Advisors | 9,770 | $393.0K | 0.12% | +5+0.1% | Added |
| X-Square Capital, LLC | 9,688 | $390.0K | 0.25% | −446−4.4% | Reduced |
| Washington Trust Bank | 9,682 | $390.0K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 9,684 | $389.0K | 0.03% | +1,198+14.1% | Added |
| Standard Family Office LLC | 9,672 | $389.0K | 0.17% | +9,672 | New |
| Royal Capital Wealth Management, LLC | 9,620 | $387.0K | 0.45% | +13+0.1% | Added |
| Blueprint Investment Partners LLC | 9,627 | $387.0K | 0.11% | +9,627 | New |
| Advisors Management Group Inc | 9,591 | $386.0K | 0.15% | −514−5.1% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $386.0K | 0.11% | 00.0% | Unchanged |
| Vicus Capital | 9,548 | $384.0K | 0.05% | −586−5.8% | Reduced |
| Prentiss Smith & Co Inc | 9,544 | $384.0K | 0.34% | −22−0.2% | Reduced |
| Summit X, LLC | 9,508 | $382.0K | 0.11% | +1,284+15.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,477 | $381.0K | 0.11% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 9,456 | $380.0K | 0.08% | +11+0.1% | Added |
| Campion Asset Management LLC | 9,435 | $379.0K | 0.40% | +1,645+21.1% | Added |
| Lincoln Capital LLC | 9,434 | $379.0K | 0.12% | +2,343+33.0% | Added |
| Krilogy Financial LLC | 9,406 | $378.0K | 0.05% | −3,094−24.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,381 | $377.0K | 0.31% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 9,337 | $376.0K | 0.30% | −40−0.4% | Reduced |
| Manchester Capital Management LLC | 9,333 | $375.0K | 0.07% | −1,504−13.9% | Reduced |
| Graypoint LLC | 9,304 | $374.0K | 0.05% | +3,304+55.1% | Added |
| Doliver Advisors, LP | 9,270 | $373.0K | 0.14% | −39−0.4% | Reduced |
| Humankind Investments LLC | 9,274 | $373.0K | 0.18% | +895+10.7% | Added |
| DSC Advisors, L.P. | 9,260 | $372.0K | 0.40% | −2,111−18.6% | Reduced |
| Smith, Moore & Co. | 9,254 | $372.0K | 0.06% | +100+1.1% | Added |
| Pacific Global Investment Management CO | 9,226 | $371.0K | 0.09% | +19+0.2% | Added |
| Bank of the West | 9,205 | $371.0K | 0.05% | +122+1.3% | Added |
| Dakota Wealth Management | 9,133 | $368.0K | 0.03% | +3,755+69.8% | Added |
| All Season Financial Advisors, Inc. | 9,149 | $368.0K | 0.40% | +9,149 | New |