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 |
|---|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA) | 6,163 | $248.0K | 0.13% | −118−1.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 6,175 | $248.0K | 0.21% | +28+0.5% | Added |
| D'Orazio & Associates, Inc. | 6,152 | $247.0K | 0.07% | +6,152 | New |
| Independence Bank of Kentucky | 6,115 | $246.0K | 0.12% | −150−2.4% | Reduced |
| Acorn Wealth Advisors, LLC | 6,117 | $246.0K | 0.20% | −108−1.7% | Reduced |
| Bryn Mawr Trust Co | 6,100 | $245.0K | 0.01% | −332−5.2% | Reduced |
| Riverbridge Partners LLC | 6,100 | $245.0K | 0.00% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 6,081 | $245.0K | 0.07% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 6,087 | $245.0K | 0.07% | +13+0.2% | Added |
| Intelligence Driven Advisers, LLC | 5,773 | $244.0K | 0.05% | +5,773 | New |
| SeaBridge Investment Advisors LLC | 6,045 | $243.0K | 0.08% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 6,040 | $243.0K | 0.11% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 6,010 | $242.0K | 0.04% | −804−11.8% | Reduced |
| Josh Arnold Investment Consultant, LLC | 6,000 | $241.0K | 0.32% | 00.0% | Unchanged |
| Keel Point, LLC | 5,960 | $240.0K | 0.04% | −909−13.2% | Reduced |
| Neo Ivy Capital Management | 5,934 | $239.0K | 0.63% | +5,934 | New |
| Lombard Odier Asset Management (Switzerland) SA | 5,920 | $238.0K | 0.02% | −3,128−34.6% | Reduced |
| Lake Street Financial LLC | 5,907 | $238.0K | 0.05% | −37−0.6% | Reduced |
| Amarillo National Bank | 5,906 | $238.0K | 0.06% | +535+10.0% | Added |
| Encompass Wealth Advisors, LLC | 5,907 | $238.0K | 0.09% | +5,907 | New |
| Balasa Dinverno & Foltz LLC | 5,872 | $236.0K | 0.01% | +5,872 | New |
| FirstPurpose Wealth LLC | 5,786 | $233.0K | 0.15% | +5,786 | New |
| Penserra Capital Management LLC | 5,784 | $232.0K | 0.01% | −917−13.7% | Reduced |
| First Command Bank | 5,762 | $232.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 5,762 | $232.0K | 0.03% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,752 | $231.0K | 0.04% | −268−4.5% | Reduced |
| Capital International Inc | 5,755 | $231.0K | 0.01% | +5,755 | New |
| Credential Qtrade Securities Inc. | 5,730 | $230.5K | 0.02% | +5,730 | New |
| Syverson Strege & Co | 5,730 | $230.0K | 0.12% | −508−8.1% | Reduced |
| Patten & Patten Inc | 5,689 | $229.0K | 0.02% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 5,677 | $228.0K | 0.03% | −1,000−15.0% | Reduced |
| Private Capital Management LLC | 5,657 | $228.0K | 0.08% | +363+6.9% | Added |
| First National Bank of Hutchinson | 5,668 | $228.0K | 0.18% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 5,657 | $228.0K | 0.08% | +5,657 | New |
| Silverlake Wealth Management LLC | 5,668 | $228.0K | 0.15% | +7+0.1% | Added |
| Boston Financial Mangement LLC | 5,643 | $227.0K | 0.01% | −1,200−17.5% | Reduced |
| Family Firm, Inc. | 5,638 | $227.0K | 0.07% | −989−14.9% | Reduced |
| Magnus Financial Group LLC | 5,639 | $227.0K | 0.04% | −495−8.1% | Reduced |
| Detalus Advisors, LLC | 5,600 | $225.0K | 0.14% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,565 | $224.0K | 0.09% | +5,565 | New |
| Powers Advisory Group, LLC | 5,511 | $222.0K | 0.18% | −244−4.2% | Reduced |
| Verity & Verity, LLC | 5,510 | $222.0K | 0.04% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 4,966 | $222.0K | 0.03% | +4,966 | New |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $222.0K | 0.14% | +5,394 | New |
| Occidental Asset Management, LLC | 5,498 | $221.0K | 0.07% | −229−4.0% | Reduced |
| PBMares Wealth Management LLC | 5,503 | $221.0K | 0.10% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,486 | $221.0K | 0.15% | +82+1.5% | Added |
| HHM Wealth Advisors, LLC | 5,471 | $220.0K | 0.06% | −1,706−23.8% | Reduced |
| Advisory Alpha, LLC | 5,478 | $220.0K | 0.02% | −585−9.6% | Reduced |
| Summit Global Investments | 5,482 | $220.0K | 0.02% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 5,475 | $220.0K | 0.05% | +5,475 | New |
| Atlas Brown,Inc. | 5,438 | $219.0K | 0.11% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 5,430 | $219.0K | 0.12% | +5,430 | New |
| Vident Investment Advisory, LLC | 14,776 | $218.0K | 0.01% | −1,386−8.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,431 | $218.0K | 0.07% | −4,607−45.9% | Reduced |
| Allen Capital Group, LLC | 5,421 | $218.0K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,420 | $218.0K | 0.04% | +397+7.9% | Added |
| Asset Dedication, LLC | 5,442 | $218.0K | 0.02% | +5,442 | New |
| MSH Capital Advisors LLC | 5,420 | $218.0K | 0.11% | +18+0.3% | Added |
| McDaniel Terry & Co | 5,396 | $217.0K | 0.03% | −294−5.2% | Reduced |
| Northcape Wealth Management, LLC | 5,384 | $217.0K | 0.08% | +5,384 | New |
| Narus Financial Partners, LLC | 5,395 | $217.0K | 0.14% | −150−2.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,380 | $216.0K | 0.03% | −93−1.7% | Reduced |
| Weaver Consulting Group | 5,364 | $216.0K | 0.12% | −59−1.1% | Reduced |
| Cornerstone Wealth Group, LLC | 5,348 | $215.0K | 0.05% | −91−1.7% | Reduced |
| Laraway Financial Inc | 5,350 | $215.0K | 0.24% | −50−0.9% | Reduced |
| Financial Advisory Group | 5,346 | $215.0K | 0.05% | +10.0% | Added |
| Moloney Securities Asset Management, LLC | 5,344 | $215.0K | 0.05% | +10.0% | Added |
| Denver Wealth Management, Inc. | 5,336 | $215.0K | 0.20% | +36+0.7% | Added |
| SRS Capital Advisors, Inc. | 5,302 | $213.0K | 0.03% | −345−6.1% | Reduced |
| Constitution Capital LLC | 5,300 | $213.0K | 0.14% | 00.0% | Unchanged |
| First Pacific Financial | 5,297 | $213.0K | 0.12% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 5,295 | $213.0K | 0.01% | +5,295 | New |
| Deltec Asset Management LLC | 5,260 | $212.0K | 0.05% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 5,250 | $211.2K | 0.22% | −335−6.0% | Reduced |
| CFO4Life Group, LLC | 5,247 | $211.0K | 0.06% | −450−7.9% | Reduced |
| Buckley Wealth Management, LLC | 5,248 | $211.0K | 0.08% | −156−2.9% | Reduced |
| Allegheny Financial Group LTD | 5,250 | $211.0K | 0.10% | +152+3.0% | Added |
| Rock Creek Group, LP | 5,243 | $211.0K | 0.03% | +427+8.9% | Added |
| Johnson & White Wealth Management, LLC | 5,258 | $211.0K | 0.24% | +5,258 | New |
| Grandfield & Dodd, LLC | 5,276 | $210.0K | 0.02% | −1,340−20.3% | Reduced |
| Pegasus Asset Management, Inc. | 5,215 | $210.0K | 0.12% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5,199 | $209.0K | 0.03% | −110−2.1% | Reduced |
| OneAscent Wealth Management LLC | 5,186 | $209.0K | 0.11% | +85+1.7% | Added |
| Nations Financial Group Inc, | 5,176 | $208.0K | 0.03% | −260−4.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 5,116 | $206.0K | 0.14% | −200−3.8% | Reduced |
| Boston Family Office LLC | 5,107 | $206.0K | 0.02% | −25−0.5% | Reduced |
| Aspireon Wealth Advisors | 5,122 | $206.0K | 0.10% | +20.0% | Added |
| Hohimer Wealth Management, LLC | 5,121 | $206.0K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,136 | $206.0K | 0.07% | +614+13.6% | Added |
| Burt Wealth Advisors | 5,117 | $206.0K | 0.08% | +5,117 | New |
| Tucker Asset Management LLC | 4,478 | $206.0K | 0.07% | +1,145+34.4% | Added |
| Cornerstone Wealth Advisors, Inc. | 5,093 | $205.0K | 0.08% | +5,093 | New |
| KMG Fiduciary Partners, LLC | 5,084 | $204.0K | 0.04% | −957−15.8% | Reduced |
| AlphaCore Capital LLC | 5,064 | $204.0K | 0.09% | +654+14.8% | Added |
| Wade G W & Inc | 5,060 | $204.0K | 0.01% | +5,060 | New |
| Salomon & Ludwin, LLC | 5,081 | $204.0K | 0.03% | +5,081 | New |
| Defender Capital, LLC. | 5,074 | $204.0K | 0.08% | +5,074 | New |
| Willis Johnson & Associates, Inc. | 5,067 | $204.0K | 0.03% | +5,067 | New |
| Gabelli & Co Investment Advisers, Inc. | 5,045 | $203.0K | 0.03% | −645−11.3% | Reduced |