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 |
|---|---|---|---|---|---|
| Ballast, Inc. | 7,555 | $303.0K | 0.15% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 7,518 | $302.0K | 0.38% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 7,500 | $302.0K | 0.31% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 7,477 | $301.0K | 0.02% | −2,139−22.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 7,470 | $300.4K | 0.10% | +123+1.7% | Added |
| Verus Capital Partners, LLC | 7,451 | $300.0K | 0.06% | +909+13.9% | Added |
| E&G Advisors, LP | 7,448 | $300.0K | 0.11% | −120−1.6% | Reduced |
| Intrust Bank NA | 7,477 | $300.0K | 0.05% | +27+0.4% | Added |
| ETF Managers Group, LLC | 7,457 | $300.0K | 0.01% | +7,457 | New |
| Visionary Wealth Advisors | 7,437 | $299.0K | 0.03% | −2,328−23.8% | Reduced |
| New Jersey Better Educational Savings Trust | 7,401 | $298.0K | 1.00% | 00.0% | Unchanged |
| Howland Capital Management LLC | 7,405 | $298.0K | 0.02% | +7,405 | New |
| First National Bank & Trust Co of Newtown | 7,379 | $297.0K | 0.07% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 7,374 | $297.0K | 0.13% | +260+3.7% | Added |
| Pegasus Partners Ltd. | 7,353 | $296.0K | 0.06% | +7,353 | New |
| UMA Financial Services, Inc. | 6,794 | $294.0K | 0.09% | −100−1.5% | Reduced |
| Interchange Capital Partners, LLC | 7,317 | $294.0K | 0.32% | +7,317 | New |
| Heron Financial Group, LLC | 7,270 | $292.0K | 0.18% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,261 | $292.0K | 0.06% | +4+0.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 7,241 | $291.0K | 0.27% | −63−0.9% | Reduced |
| Twinbeech Capital LP | 7,242 | $291.0K | 0.01% | +7,242 | New |
| Adviser Investments LLC | 7,202 | $290.0K | 0.02% | +10.0% | Added |
| Mission Creek Capital Partners, Inc. | 7,209 | $290.0K | 0.11% | +11+0.2% | Added |
| Tranquilli Financial Advisor LLC | 7,203 | $290.0K | 0.23% | +1,296+21.9% | Added |
| Alpha Family Trust | 7,185 | $289.0K | 0.22% | +7,185 | New |
| Achmea Investment Management B.V. | 7,167 | $288.0K | 0.01% | −188,203−96.3% | Reduced |
| Court Place Advisors, LLC | 7,151 | $288.0K | 0.12% | −828−10.4% | Reduced |
| Lynch & Associates | 7,164 | $288.0K | 0.08% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,173 | $288.0K | 0.12% | +904+14.4% | Added |
| Well Done, LLC | 7,133 | $287.0K | 0.07% | −5,932−45.4% | Reduced |
| Avion Wealth | 7,148 | $287.0K | 0.09% | −715−9.1% | Reduced |
| Means Investment Co., Inc. | 7,123 | $287.0K | 0.06% | +9+0.1% | Added |
| Wealth Architects, LLC | 7,137 | $287.0K | 0.06% | +51+0.7% | Added |
| Zullo Investment Group, Inc. | 7,124 | $287.0K | 0.19% | +147+2.1% | Added |
| Park National Corp | 7,147 | $287.0K | 0.01% | +1,224+20.7% | Added |
| Wayfinding Financial, LLC | 7,122 | $286.0K | 0.27% | +279+4.1% | Added |
| Exencial Wealth Advisors, LLC | 7,094 | $285.0K | 0.02% | −648−8.4% | Reduced |
| Enterprise Financial Services Corp | 7,089 | $285.0K | 0.21% | +1,006+16.5% | Added |
| Sandy Spring Bank | 7,075 | $284.0K | 0.02% | +49+0.7% | Added |
| Greenspring Advisors, LLC | 7,053 | $284.0K | 0.09% | +1,809+34.5% | Added |
| Successful Portfolios LLC | 7,037 | $283.0K | 0.21% | +147+2.1% | Added |
| Woodstock Corp | 6,984 | $281.0K | 0.04% | −400−5.4% | Reduced |
| Guyasuta Investment Advisors Inc | 6,987 | $281.0K | 0.02% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 6,985 | $281.0K | 0.17% | +10.0% | Added |
| Vista Private Wealth Partners. LLC | 6,728 | $280.0K | 0.16% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 6,938 | $279.0K | 0.01% | −2,621−27.4% | Reduced |
| Sand Hill Global Advisors, LLC | 6,932 | $279.0K | 0.02% | −779−10.1% | Reduced |
| Sanford Advisory Services, LLC | 6,930 | $279.0K | 0.08% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 6,904 | $278.0K | 0.18% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,922 | $278.0K | 0.16% | +441+6.8% | Added |
| Weinberger Asset Management, Inc | 6,890 | $277.1K | 0.19% | −1,787−20.6% | Reduced |
| Nwam LLC | 6,895 | $277.0K | 0.03% | −1,711−19.9% | Reduced |
| Duncker Streett & Co Inc | 6,876 | $277.0K | 0.07% | +10+0.1% | Added |
| PSI Advisors, LLC | 6,852 | $276.0K | 0.15% | −1,449−17.5% | Reduced |
| Van Cleef Asset Management,Inc | 6,845 | $275.0K | 0.05% | +10.0% | Added |
| SNS Financial Group, LLC | 6,815 | $275.0K | 0.04% | +99+1.5% | Added |
| Financial Advocates Investment Management | 5,976 | $275.0K | 0.02% | +156+2.7% | Added |
| Fruth Investment Management | 6,818 | $274.0K | 0.09% | 00.0% | Unchanged |
| Founders Capital Management | 6,813 | $274.0K | 0.22% | +5,000+275.8% | Added |
| Cowa, LLC | 6,800 | $273.0K | 0.18% | −2,500−26.9% | Reduced |
| Papp L Roy & Associates | 6,788 | $273.0K | 0.04% | +12+0.2% | Added |
| Sky Investment Group LLC | 6,759 | $272.0K | 0.07% | +400+6.3% | Added |
| Patton Albertson Miller Group, LLC | 6,728 | $271.0K | 0.06% | −506−7.0% | Reduced |
| Heritage Investment Group, Inc. | 6,701 | $270.0K | 0.17% | +369+5.8% | Added |
| Bernardo Wealth Planning LLC | 6,027 | $270.0K | 0.15% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 6,698 | $269.0K | 0.07% | −325−4.6% | Reduced |
| Bouchey Financial Group Ltd | 6,687 | $269.0K | 0.04% | 00.0% | Unchanged |
| Highland Private Wealth Management | 6,686 | $269.0K | 0.04% | +641+10.6% | Added |
| David R. Rahn & Associates Inc. | 6,660 | $268.0K | 0.13% | 00.0% | Unchanged |
| Unionview, LLC | 6,635 | $267.0K | 0.30% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 6,646 | $267.0K | 0.12% | +278+4.4% | Added |
| Smithfield Trust Co | 6,601 | $265.0K | 0.02% | −100−1.5% | Reduced |
| Security Asset Management | 6,600 | $265.0K | 0.16% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,590 | $265.0K | 0.20% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 6,564 | $264.0K | 0.12% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 6,561 | $264.0K | 0.03% | +6,561 | New |
| Concord Wealth Partners | 6,539 | $263.0K | 0.08% | +555+9.3% | Added |
| Gordian Capital Singapore Pte Ltd | 5,975 | $263.0K | 0.35% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 6,527 | $263.0K | 0.01% | +940+16.8% | Added |
| CKW Financial Group | 6,500 | $261.0K | 0.05% | −50−0.8% | Reduced |
| Spirit of America Management Corp | 6,500 | $261.0K | 0.06% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,491 | $261.0K | 0.05% | +732+12.7% | Added |
| Prime Capital Investment Advisors, LLC | 6,456 | $260.0K | 0.01% | +575+9.8% | Added |
| Indiana Trust & Investment Management CO | 6,423 | $258.0K | 0.16% | −415−6.1% | Reduced |
| Berger Financial Group, Inc | 6,416 | $258.0K | 0.04% | −285−4.3% | Reduced |
| Legacy Bridge, LLC | 6,417 | $258.0K | 0.21% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 6,379 | $257.0K | 0.02% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 6,363 | $256.0K | 0.28% | +20.0% | Added |
| Phoenix Wealth Advisors | 6,362 | $256.0K | 0.26% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 6,342 | $255.0K | 0.06% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 6,303 | $254.0K | 0.12% | 00.0% | Unchanged |
| Camden National Bank | 6,298 | $253.0K | 0.06% | −2,064−24.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 6,300 | $253.0K | 0.09% | 00.0% | Unchanged |
| Brave Asset Management Inc | 6,301 | $253.0K | 0.13% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 6,262 | $252.0K | 0.03% | +6,262 | New |
| Alerus Financial NA | 6,242 | $251.0K | 0.02% | −7−0.1% | Reduced |
| Investment Advisory Group, LLC | 6,243 | $251.0K | 0.17% | +10.0% | Added |
| BlackDiamond Wealth Management Inc. | 5,532 | $251.0K | 0.30% | +261+5.0% | Added |
| Wagner Wealth Management, LLC | 6,226 | $250.0K | 0.19% | −55−0.9% | Reduced |
| Glassman Wealth Services | 6,190 | $249.0K | 0.05% | +626+11.3% | Added |