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; 2,883 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 40,527 | $1.63M | 0.07% | −4,809−10.6% | Reduced |
| Avidian Wealth Solutions, LLC | 40,348 | $1.62M | 0.12% | −296−0.7% | Reduced |
| Avestar Capital, LLC | 40,313 | $1.62M | 0.45% | +15,303+61.2% | Added |
| Cowen and Company, LLC | 114,954 | $1.62M | 0.15% | +81,964+248.5% | Added |
| Hollow Brook Wealth Management LLC | 40,187 | $1.62M | 0.92% | +40+0.1% | Added |
| Jackson Hole Capital Partners, LLC | 40,116 | $1.61M | 0.50% | −90.0% | Reduced |
| Spears Abacus Advisors LLC | 40,047 | $1.61M | 0.16% | −333−0.8% | Reduced |
| Ancora Advisors, LLC | 40,051 | $1.61M | 0.05% | +6,528+19.5% | Added |
| NorthRock Partners, LLC | 40,021 | $1.61M | 0.19% | −4,022−9.1% | Reduced |
| AMG National Trust Bank | 39,937 | $1.61M | 0.06% | +2,687+7.2% | Added |
| Osborne Partners Capital Management, LLC | 39,751 | $1.60M | 0.13% | +2,556+6.9% | Added |
| Cullinan Associates Inc | 39,481 | $1.59M | 0.10% | 00.0% | Unchanged |
| CPWM, LLC | 39,466 | $1.59M | 0.15% | −194−0.5% | Reduced |
| Evercore Wealth Management, LLC | 39,450 | $1.59M | 0.04% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 39,084 | $1.57M | 1.14% | +2,948+8.2% | Added |
| Cornerstone Investment Partners, LLC | 38,763 | $1.56M | 0.11% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 38,675 | $1.56M | 1.23% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 38,529 | $1.55M | 0.06% | +290+0.8% | Added |
| One Capital Management, LLC | 38,490 | $1.55M | 0.09% | −1,087−2.7% | Reduced |
| Sepio Capital, LP | 38,381 | $1.54M | 0.15% | −55,347−59.1% | Reduced |
| Miller Investment Management, LP | 38,182 | $1.54M | 0.32% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 38,050 | $1.53M | 0.11% | +38,050 | New |
| Eagle Rock Investment Company, LLC | 37,932 | $1.53M | 0.40% | −1,340−3.4% | Reduced |
| Voya Financial Advisors, Inc. | 37,529 | $1.52M | 0.20% | +1,220+3.4% | Added |
| WealthPlan Investment Management, LLC | 35,735 | $1.52M | 0.11% | +35,735 | New |
| Yarbrough Capital, LLC | 37,485 | $1.51M | 0.12% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 37,103 | $1.49M | 0.04% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 37,100 | $1.49M | 1.49% | 00.0% | Unchanged |
| Bowling Portfolio Management LLC | 37,065 | $1.49M | 0.41% | −762−2.0% | Reduced |
| Private Trust Co NA | 36,949 | $1.49M | 0.24% | +131+0.4% | Added |
| Columbus Macro, LLC | 36,855 | $1.48M | 0.61% | −63−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 36,673 | $1.48M | 0.17% | −2,184−5.6% | Reduced |
| Auxier Asset Management | 36,567 | $1.47M | 0.28% | −250−0.7% | Reduced |
| Signaturefd, LLC | 36,573 | $1.47M | 0.05% | +8,374+29.7% | Added |
| Fund Management at Engine No. 1 LLC | 36,472 | $1.47M | 0.43% | −1,798−4.7% | Reduced |
| Neville Rodie & Shaw Inc | 36,052 | $1.45M | 0.14% | −40.0% | Reduced |
| Lakeview Capital Partners, LLC | 35,996 | $1.45M | 0.57% | +29,874+488.0% | Added |
| Chemistry Wealth Management LLC | 35,920 | $1.45M | 0.57% | −3,514−8.9% | Reduced |
| American Money Management, LLC | 35,816 | $1.44M | 0.44% | −100−0.3% | Reduced |
| Schechter Investment Advisors, LLC | 35,799 | $1.44M | 0.14% | +6,650+22.8% | Added |
| Gotham Asset Management, LLC | 35,746 | $1.44M | 0.04% | −1,381−3.7% | Reduced |
| Bennett Selby Investments LP | 35,741 | $1.44M | 1.15% | −1,231−3.3% | Reduced |
| Marotta Asset Management | 35,630 | $1.43M | 0.37% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 35,319 | $1.42M | 0.42% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 35,239 | $1.42M | 0.08% | −27,239−43.6% | Reduced |
| CAPROCK Group, Inc. | 35,209 | $1.42M | 0.14% | +356+1.0% | Added |
| Fosun International Ltd | 35,135 | $1.41M | 0.26% | +13,235+60.4% | Added |
| Conning Inc. | 35,139 | $1.41M | 0.05% | −5,621−13.8% | Reduced |
| United Fire Group Inc | 35,086 | $1.41M | 0.94% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 35,044 | $1.41M | 0.58% | −145−0.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 35,040 | $1.41M | 1.04% | +332+1.0% | Added |
| Oldfather Financial Services, LLC | 34,890 | $1.40M | 0.88% | +30.0% | Added |
| Northwest Capital Management Inc | 34,835 | $1.40M | 0.81% | +120.0% | Added |
| Carret Asset Management, LLC | 34,685 | $1.40M | 0.21% | −300−0.9% | Reduced |
| Keystone Wealth Services, LLC | 34,451 | $1.39M | 0.65% | +34,451 | New |
| Mather Group, LLC. | 34,432 | $1.39M | 0.03% | +7,134+26.1% | Added |
| Parallel Advisors, LLC | 34,347 | $1.38M | 0.06% | +6,431+23.0% | Added |
| Resources Management Corp | 34,195 | $1.38M | 0.24% | −21,150−38.2% | Reduced |
| Western Wealth Management, LLC | 33,299 | $1.37M | 0.08% | +4,039+13.8% | Added |
| Mountain Pacific Investment Advisers Inc | 33,861 | $1.36M | 0.11% | −1,333−3.8% | Reduced |
| Circle Wealth Management, LLC | 33,806 | $1.36M | 0.22% | +1,670+5.2% | Added |
| Lee Financial Co | 33,715 | $1.36M | 0.25% | +502+1.5% | Added |
| Sterneck Capital Management, LLC | 33,527 | $1.35M | 0.95% | +484+1.5% | Added |
| Founders Financial Securities LLC | 33,501 | $1.35M | 0.24% | +97+0.3% | Added |
| Johnson Financial Group, Inc. | 29,237 | $1.34M | 0.12% | −10,016−25.5% | Reduced |
| Deseret Mutual Benefit Administrators | 33,297 | $1.34M | 0.38% | −7,389−18.2% | Reduced |
| Mutual Advisors, LLC | 32,836 | $1.32M | 0.07% | +11,464+53.6% | Added |
| Integrated Wealth Concepts LLC | 32,745 | $1.32M | 0.04% | −770−2.3% | Reduced |
| Quad-Cities Investment Group, LLC | 32,730 | $1.32M | 1.02% | +8,491+35.0% | Added |
| Chicago Partners Investment Group LLC | 27,924 | $1.31M | 0.09% | +2,101+8.1% | Added |
| Duff & Phelps Investment Management Co | 32,640 | $1.31M | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 32,608 | $1.31M | 0.20% | −1,707−5.0% | Reduced |
| Grimes & Company, Inc. | 32,372 | $1.30M | 0.07% | +40.0% | Added |
| Whittier Trust Co of Nevada Inc | 32,285 | $1.30M | 0.06% | −76−0.2% | Reduced |
| Venture Visionary Partners LLC | 32,284 | $1.30M | 0.11% | +104+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 32,215 | $1.30M | 0.07% | +128+0.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.29M | 0.57% | 00.0% | Unchanged |
| AF Advisors, Inc. | 32,040 | $1.29M | 0.82% | −3,000−8.6% | Reduced |
| Smith Shellnut Wilson LLC | 31,856 | $1.28M | 0.85% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 31,850 | $1.28M | 0.07% | 00.0% | Unchanged |
| Brighton Jones LLC | 31,851 | $1.28M | 0.08% | +332+1.1% | Added |
| Tradition Wealth Management, LLC | 31,831 | $1.28M | 0.19% | −451−1.4% | Reduced |
| Everett Harris & Co | 31,599 | $1.27M | 0.02% | −100−0.3% | Reduced |
| Essex Investment Management Co LLC | 31,574 | $1.27M | 0.20% | −10,929−25.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 31,469 | $1.27M | 0.06% | −3,981−11.2% | Reduced |
| Mystic Asset Management, Inc. | 31,311 | $1.26M | 0.81% | +195+0.6% | Added |
| Diversified Trust Co | 31,122 | $1.25M | 0.06% | −9,690−23.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 31,132 | $1.25M | 0.06% | +1,388+4.7% | Added |
| Michael B. Yongue | 30,916 | $1.24M | 1.22% | −717−2.3% | Reduced |
| Main Street Research LLC | 30,849 | $1.24M | 0.27% | +5,113+19.9% | Added |
| Valley National Advisers Inc | 27,709 | $1.24M | 0.26% | −233−0.8% | Reduced |
| Scott & Selber, Inc. | 30,535 | $1.23M | 0.59% | +110+0.4% | Added |
| Continuum Advisory, LLC | 30,443 | $1.22M | 0.22% | +935+3.2% | Added |
| Wilkinson Global Asset Management LLC | 30,400 | $1.22M | 0.11% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 30,321 | $1.22M | 0.08% | +901+3.1% | Added |
| Meridian Investment Counsel Inc. | 30,241 | $1.22M | 0.54% | +18+0.1% | Added |
| Shelton Wealth Management, LLC | 30,162 | $1.21M | 1.08% | +166+0.6% | Added |
| Leavell Investment Management, Inc. | 29,985 | $1.21M | 0.10% | +1,337+4.7% | Added |
| Aspiriant, LLC | 29,944 | $1.20M | 0.06% | −211−0.7% | Reduced |
| Sterling Investment Management, Inc. | 29,482 | $1.19M | 1.00% | −8,308−22.0% | Reduced |