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 |
|---|---|---|---|---|---|
| Sippican Capital Advisors | 9,136 | $367.0K | 0.38% | −1,370−13.0% | Reduced |
| S.A. Mason LLC | 9,136 | $367.0K | 0.29% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 7,845 | $367.0K | 0.11% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 9,090 | $366.0K | 0.02% | −240−2.6% | Reduced |
| Lyell Wealth Management, LP | 9,076 | $365.0K | 0.06% | +23+0.3% | Added |
| Formidable Asset Management, LLC | 8,026 | $365.0K | 0.08% | −100−1.2% | Reduced |
| Novare Capital Management LLC | 9,059 | $364.0K | 0.05% | −9,566−51.4% | Reduced |
| River Wealth Advisors LLC | 9,048 | $364.0K | 0.08% | +211+2.4% | Added |
| Zacks Investment Management | 9,014 | $363.0K | 0.01% | −5,851−39.4% | Reduced |
| Solidarilty Wealth, LLC | 7,715 | $363.0K | 0.21% | −370−4.6% | Reduced |
| Cim Investment Mangement Inc | 9,018 | $363.0K | 0.16% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 9,000 | $362.0K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8,973 | $361.0K | 0.05% | −186−2.0% | Reduced |
| Monticello Wealth Management, LLC | 8,974 | $361.0K | 0.04% | +10.0% | Added |
| Mycio Wealth Partners, LLC | 8,949 | $360.0K | 0.14% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 8,936 | $359.0K | 0.07% | +44+0.5% | Added |
| First National Bank | 8,927 | $359.0K | 0.33% | +150+1.7% | Added |
| Altfest L J & Co Inc | 8,907 | $358.0K | 0.07% | −650−6.8% | Reduced |
| Regatta Capital Group, LLC | 9,144 | $358.0K | 0.15% | +1,353+17.4% | Added |
| Spectrum Management Group, LLC | 8,885 | $357.0K | 0.08% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 8,835 | $355.3K | 0.07% | +15+0.2% | Added |
| Latitude Advisors, LLC | 8,815 | $355.0K | 0.29% | −997−10.2% | Reduced |
| Sweet Financial Partners, LLC | 8,845 | $355.0K | 0.11% | +2,036+29.9% | Added |
| Hartline Investment Corp | 8,815 | $355.0K | 0.29% | +8,815 | New |
| First PREMIER Bank | 8,795 | $354.0K | 0.12% | −274−3.0% | Reduced |
| Trust Co of Vermont | 8,811 | $354.0K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 8,779 | $353.0K | 0.15% | −2,692−23.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 8,779 | $353.0K | 0.22% | −1,311−13.0% | Reduced |
| Contravisory Investment Management, Inc. | 8,771 | $353.0K | 0.12% | −318−3.5% | Reduced |
| Roosevelt Investment Group LLC | 8,742 | $352.0K | 0.03% | +1,425+19.5% | Added |
| Biltmore Family Office, LLC | 8,719 | $351.0K | 0.08% | +15+0.2% | Added |
| ASB Consultores, LLC | 8,683 | $349.0K | 0.16% | +1,315+17.8% | Added |
| IVC Wealth Advisors LLC | 8,647 | $348.0K | 0.28% | +16+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 8,634 | $347.0K | 0.06% | +17+0.2% | Added |
| Financial Engines Advisors L.L.C. | 8,588 | $345.0K | 0.00% | −288−3.2% | Reduced |
| Schulhoff & Co Inc | 8,530 | $343.0K | 0.18% | +20.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,517 | $343.0K | 0.02% | +8,517 | New |
| IFG Advisory, LLC | 8,543 | $343.0K | 0.03% | +8,543 | New |
| Institute for Wealth Management, LLC. | 8,513 | $342.0K | 0.08% | −3,324−28.1% | Reduced |
| Bollard Group LLC | 8,470 | $341.0K | 0.01% | 00.0% | Unchanged |
| MKT Advisors LLC | 8,455 | $340.0K | 0.30% | −548−6.1% | Reduced |
| Sawgrass Asset Management LLC | 8,465 | $340.0K | 0.05% | −230−2.6% | Reduced |
| Cornerstone Advisory, LLC | 8,446 | $340.0K | 0.08% | +23+0.3% | Added |
| Plancorp, LLC | 8,455 | $340.0K | 0.02% | +171+2.1% | Added |
| Nichols & Pratt Advisers LLP | 8,400 | $338.0K | 0.03% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 8,408 | $338.0K | 0.06% | +33+0.4% | Added |
| Grove Bank & Trust | 8,370 | $337.0K | 0.08% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 8,360 | $336.0K | 0.06% | +8,360 | New |
| Field & Main Bank | 8,334 | $335.0K | 0.22% | +44+0.5% | Added |
| Evermay Wealth Management LLC | 8,304 | $334.0K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,307 | $334.0K | 0.09% | +1,010+13.8% | Added |
| Cohen Capital Management, Inc. | 8,274 | $333.0K | 0.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 8,251 | $332.0K | 0.07% | −16,509−66.7% | Reduced |
| Red Door Wealth Management, LLC | 8,262 | $332.0K | 0.13% | +463+5.9% | Added |
| Astoria Portfolio Advisors LLC. | 8,246 | $332.0K | 0.23% | +975+13.4% | Added |
| Crawford Investment Counsel Inc | 8,194 | $330.0K | 0.01% | −418−4.9% | Reduced |
| New Millennium Group LLC | 8,158 | $328.0K | 0.36% | +208+2.6% | Added |
| BancFirst Trust & Investment Management | 8,100 | $328.0K | 0.19% | +8,100 | New |
| Cidel Asset Management Inc | 8,100 | $326.0K | 0.02% | 00.0% | Unchanged |
| BancorpSouth Bank | 8,062 | $325.0K | 0.03% | +8,062 | New |
| Cambridge Advisors Inc. | 8,052 | $324.0K | 0.09% | −298−3.6% | Reduced |
| Piscataqua Savings Bank | 8,063 | $324.0K | 0.31% | −80−1.0% | Reduced |
| Monetary Management Group Inc | 8,047 | $324.0K | 0.11% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 8,047 | $324.0K | 0.05% | 00.0% | Unchanged |
| Old West Investment Management, LLC | 8,037 | $323.0K | 0.23% | −2,573−24.3% | Reduced |
| Axiom Financial Strategies, LLC | 8,023 | $323.0K | 0.17% | −971−10.8% | Reduced |
| West Wealth Group, LLC | 8,025 | $322.0K | 0.16% | +22+0.3% | Added |
| Investment Partners, Ltd. | 8,008 | $322.0K | 0.10% | +8,008 | New |
| Washington Capital Management Inc | 8,000 | $321.8K | 0.32% | 00.0% | Unchanged |
| Planning Center, Inc. | 7,981 | $321.0K | 0.25% | 00.0% | Unchanged |
| Wealth Effects LLC | 7,984 | $321.0K | 0.20% | +95+1.2% | Added |
| LVW Advisors, LLC | 7,958 | $320.0K | 0.07% | +853+12.0% | Added |
| Ghe, LLC | 7,923 | $319.0K | 0.35% | +2,160+37.5% | Added |
| Legacy Financial Advisors, Inc. | 7,893 | $317.0K | 0.08% | +1,653+26.5% | Added |
| PrairieView Partners, LLC | 7,845 | $316.0K | 0.05% | −6,932−46.9% | Reduced |
| Ausdal Financial Partners, Inc. | 7,853 | $316.0K | 0.05% | −449−5.4% | Reduced |
| Weil Company, Inc. | 7,809 | $314.0K | 0.19% | −100−1.3% | Reduced |
| Front Row Advisors LLC | 7,808 | $314.0K | 0.16% | −24−0.3% | Reduced |
| Atwood & Palmer Inc | 7,800 | $314.0K | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 7,825 | $314.0K | 0.06% | 00.0% | Unchanged |
| Claar Advisors LLC | 7,800 | $314.0K | 0.13% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 7,773 | $313.0K | 0.09% | +339+4.6% | Added |
| FLC Capital Advisors | 7,787 | $313.0K | 0.11% | +7,787 | New |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $312.0K | 0.09% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,733 | $311.0K | 0.00% | −82,398−91.4% | Reduced |
| Twin Focus Capital Partners, LLC | 7,731 | $311.0K | 0.07% | −25−0.3% | Reduced |
| M&R Capital Management Inc | 7,732 | $311.0K | 0.09% | +10.0% | Added |
| Parsons Capital Management Inc | 7,744 | $311.0K | 0.03% | +329+4.4% | Added |
| Bridge Creek Capital Management LLC | 7,700 | $310.0K | 0.13% | 00.0% | Unchanged |
| Atom Investors LP | 7,708 | $310.0K | 0.11% | +7,708 | New |
| E Fund Management Co., Ltd. | 7,681 | $309.0K | 0.03% | +155+2.1% | Added |
| Axxcess Wealth Management, LLC | 7,646 | $308.0K | 0.03% | +122+1.6% | Added |
| Tributary Capital Management, LLC | 7,625 | $307.0K | 0.03% | −100−1.3% | Reduced |
| First Citizens Financial Corp | 7,613 | $306.0K | 0.30% | −435−5.4% | Reduced |
| Evolution Advisers, Inc. | 7,627 | $306.0K | 0.27% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 7,586 | $305.0K | 0.23% | +940+14.1% | Added |
| Arrow Financial Corp | 7,560 | $304.0K | 0.04% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 7,550 | $304.0K | 0.23% | +275+3.8% | Added |
| Buttonwood Financial Advisors Inc. | 7,171 | $304.0K | 0.27% | +241+3.5% | Added |
| Founders Financial Alliance, LLC | 7,539 | $303.0K | 0.15% | −11,645−60.7% | Reduced |