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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 5,046 | $202.0K | 0.12% | +5,046 | New |
| CMT Capital Markets Trading GmbH | 5,000 | $201.0K | 0.08% | −53,900−91.5% | Reduced |
| Middleton & Co Inc | 5,005 | $201.0K | 0.03% | +5,005 | New |
| Puzo Michael J | 5,000 | $201.0K | 0.08% | +5,000 | New |
| CWA Asset Management Group, LLC | 5,000 | $201.0K | 0.02% | +5,000 | New |
| Angeles Wealth Management, LLC | 4,991 | $201.0K | 0.04% | +4,991 | New |
| Gratus Capital LLC | 4,984 | $200.0K | 0.02% | −258−4.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 4,996 | $200.0K | 0.12% | +4,996 | New |
| Hayek Kallen Investment Management | 4,985 | $200.0K | 0.09% | +4,985 | New |
| MMBG Investment Advisors Co. | 4,980 | $200.0K | 0.03% | +4,980 | New |
| TCI Wealth Advisors, Inc. | 4,934 | $198.0K | 0.03% | +252+5.4% | Added |
| Itau Unibanco Holding S.A. | 4,887 | $197.0K | 0.01% | +1,327+37.3% | Added |
| Raleigh Capital Management Inc. | 4,905 | $197.0K | 0.12% | +4,905 | New |
| Bangor Savings Bank | 4,873 | $196.0K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 4,828 | $194.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4,608 | $191.0K | 0.06% | −80−1.7% | Reduced |
| Quent Capital, LLC | 4,718 | $190.0K | 0.04% | +572+13.8% | Added |
| Trust Co | 4,707 | $189.0K | 0.04% | −23,904−83.5% | Reduced |
| Trust Co of Virginia | 4,115 | $188.0K | 0.02% | −4,478−52.1% | Reduced |
| Catalyst Capital Advisors LLC | 4,615 | $186.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,493 | $180.7K | 0.01% | −2,100−31.9% | Reduced |
| Hantz Financial Services, Inc. | 4,455 | $179.0K | 0.01% | +6+0.1% | Added |
| Western Pacific Wealth Management, LP | 4,410 | $177.0K | 0.18% | +3,621+458.9% | Added |
| Hall Laurie J Trustee | 4,242 | $171.0K | 0.08% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 4,222 | $170.0K | 0.02% | +3+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,205 | $169.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4,212 | $169.0K | 0.16% | +400+10.5% | Added |
| West Oak Capital, LLC | 4,150 | $167.0K | 0.09% | −400−8.8% | Reduced |
| Norway Savings Bank | 4,150 | $167.0K | 0.09% | −150−3.5% | Reduced |
| Covestor Ltd | 4,077 | $164.0K | 0.15% | −1,711−29.6% | Reduced |
| Howe & Rusling Inc | 4,056 | $163.0K | 0.02% | −1,311−24.4% | Reduced |
| Professional Financial Advisors, LLC | 4,045 | $163.0K | 0.10% | +26+0.6% | Added |
| Kistler-Tiffany Companies, LLC | 4,062 | $163.0K | 0.04% | +220+5.7% | Added |
| Carolinas Wealth Consulting LLC | 3,952 | $159.0K | 0.04% | −531−11.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,935 | $158.0K | 0.06% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,797 | $153.0K | 0.01% | −743−16.4% | Reduced |
| Tompkins Financial Corp | 3,820 | $153.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3,754 | $151.0K | 0.12% | −64−1.7% | Reduced |
| Column Capital Advisors, LLC | 3,730 | $150.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,720 | $150.0K | 0.01% | +742+24.9% | Added |
| Brown, Lisle/Cummings, Inc. | 3,667 | $147.5K | 0.09% | +250+7.3% | Added |
| Creative Financial Designs Inc | 3,627 | $146.0K | 0.02% | +88+2.5% | Added |
| Wolff Wiese Magana LLC | 3,537 | $143.0K | 0.11% | −97−2.7% | Reduced |
| Spartan Fund Management Inc. | 3,547 | $143.0K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,610 | $141.0K | 0.07% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,485 | $140.2K | 0.06% | +13+0.4% | Added |
| Rosenberg Matthew Hamilton | 3,465 | $139.0K | 0.05% | +7+0.2% | Added |
| Oakworth Capital, Inc. | 3,396 | $137.0K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 3,384 | $136.0K | 0.05% | +3,100+1,091.5% | Added |
| Mach-1 Financial Group, Inc. | 3,379 | $135.0K | 0.14% | +126+3.9% | Added |
| Iron Horse Wealth Management, LLC | 3,318 | $133.0K | 0.19% | −7,159−68.3% | Reduced |
| Eagle Bay Advisors LLC | 3,291 | $132.0K | 0.08% | +669+25.5% | Added |
| Acropolis Investment Management, LLC | 3,266 | $131.0K | 0.01% | −764−19.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,251 | $131.0K | 0.03% | +314+10.7% | Added |
| Powell Investment Advisors, LLC | 3,169 | $127.0K | 0.08% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,111 | $125.1K | 0.02% | −2,000−39.1% | Reduced |
| American Research & Management Co. | 3,100 | $125.0K | 0.03% | −200−6.1% | Reduced |
| FourThought Financial, LLC | 2,912 | $117.0K | 0.02% | +12+0.4% | Added |
| Clean Yield Group | 2,848 | $115.0K | 0.05% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,810 | $113.0K | 0.07% | −2,572−47.8% | Reduced |
| Axiom Investment Management LLC | 2,692 | $111.0K | 0.22% | +2,692 | New |
| O'Dell Group, LLC | 2,726 | $110.0K | 0.04% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,734 | $110.0K | 0.23% | +2,734 | New |
| Capital Analysts, LLC | 2,640 | $107.0K | 0.01% | −276−9.5% | Reduced |
| Larson Financial Group LLC | 2,672 | $107.0K | 0.02% | −109−3.9% | Reduced |
| Tevis Investment Management | 2,641 | $106.0K | 0.10% | +430+19.4% | Added |
| Acima Private Wealth, LLC | 2,572 | $103.4K | 0.05% | 00.0% | Unchanged |
| Core Alternative Capital | 2,571 | $103.0K | 0.02% | +142+5.8% | Added |
| Adirondack Trust Co | 2,545 | $102.0K | 0.06% | −124−4.6% | Reduced |
| Prestige Wealth Management Group LLC | 2,529 | $102.0K | 0.03% | +23+0.9% | Added |
| Optimum Investment Advisors | 2,503 | $101.0K | 0.05% | −273−9.8% | Reduced |
| Islay Capital Management, LLC | 2,500 | $101.0K | 0.12% | 00.0% | Unchanged |
| First Personal Financial Services | 2,489 | $100.0K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,454 | $99.0K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2,461 | $99.0K | 0.08% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,440 | $98.0K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,439 | $98.0K | 0.01% | +2,439 | New |
| CNB Bank | 2,416 | $97.0K | 0.07% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,410 | $97.0K | 0.07% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 2,380 | $96.0K | 0.04% | +2,380 | New |
| West Paces Advisors Inc. | 2,385 | $95.9K | 0.03% | −22−0.9% | Reduced |
| Hoese & Co LLP | 2,374 | $95.0K | 0.11% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,331 | $94.0K | 0.01% | +1,831+366.2% | Added |
| Colonial Trust Co | 2,314 | $93.0K | 0.03% | +2,314 | New |
| First Community Trust NA | 2,213 | $89.0K | 0.12% | −50−2.2% | Reduced |
| Financial Perspectives, Inc | 2,188 | $88.0K | 0.05% | +6+0.3% | Added |
| Denali Advisors LLC | 2,200 | $88.0K | 0.04% | −3,900−63.9% | Reduced |
| First Financial Corp | 2,210 | $88.0K | 0.06% | +160+7.8% | Added |
| Selective Wealth Management, Inc. | 2,167 | $87.0K | 0.04% | +1,425+192.0% | Added |
| Sargent Bickham Lagudis LLC | 2,145 | $86.0K | 0.01% | +44+2.1% | Added |
| Advanced Research Investment Solutions, LLC | 2,145 | $86.0K | 0.05% | +2,145 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,156 | $86.0K | 0.04% | +2,156 | New |
| Global Financial Private Client, LLC | 2,021 | $84.0K | 0.05% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,096 | $84.0K | 0.00% | −296−12.4% | Reduced |
| KB Financial Partners, LLC | 2,063 | $83.0K | 0.03% | −9−0.4% | Reduced |
| Towerpoint Wealth, LLC | 29,462 | $81.0K | 0.05% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 2,000 | $81.0K | 0.04% | +2,000 | New |
| Tyler-Stone Wealth Management | 1,998 | $80.0K | 0.06% | −130−6.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $77.0K | 0.01% | −699−26.8% | Reduced |
| Castle Wealth Management LLC | 1,919 | $77.0K | 0.05% | +1+0.1% | Added |