Skip to main content

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

Q4 2022 vs. Q3 2022

How the institutions holding Wells Fargo & Company changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of WFC: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1,963392,070+146
Shares2.81B14.7M2.82B+26.6M (+1.0%)
Value$113.0B$592.8M$116.4B+$4.00B (+3.6%)

39 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (244)

Institutions that held Wells Fargo & Company at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 244 by value.

Institutions new to WFC in Q4 2022
InstitutionSharesValue% of portfolio
CI Private Wealth, LLC853,615$36.0M0.13%
Auto-Owners Insurance Co635,018$26.2M0.96%
Voloridge Investment Management, LLC494,700$20.4M0.11%
Martingale Asset Management L P454,875$18.8M0.37%
SP Asset Management LLC332,807$13.7M1.84%
Camden Capital, LLC303,833$12.5M1.99%
Maryland State Retirement & Pension System298,285$12.3M0.36%
Point72 Asset Management, L.P.276,548$11.4M0.04%
Chiron Investment Management, LLC260,079$10.7M2.52%
Clear Street LLC250,891$10.4M0.38%
La Banque Postale Asset Management SA185,157$7.65M0.22%
Polaris Wealth Advisory Group, LLC158,703$6.78M0.51%
Allstate Investment Management Co141,846$5.86M0.18%
Wolverine Asset Management LLC133,227$5.50M0.08%
Aldebaran Capital, LLC108,644$4.49M4.64%
Trexquant Investment LP102,423$4.23M0.12%
Cipher Capital LP92,368$3.81M0.72%
Western Financial Corp91,206$3.77M2.44%
Dynamic Technology Lab Private Ltd89,739$3.71M0.37%
Harvest Portfolios Group Inc.89,246$3.68M0.21%
Garda Capital Partners LP83,354$3.44M3.19%
PCJ Investment Counsel Ltd.80,000$3.30M1.44%
Aspen Grove Capital, LLC79,167$3.27M1.51%
Leonteq Securities AG78,397$3.24M0.17%
B.O.S.S. Retirement Advisors, LLC78,211$3.23M0.83%
Quadrature Capital Ltd74,188$3.06M0.09%
Teamwork Financial Advisors, LLC70,738$2.92M0.59%
Duality Advisers, LP68,855$2.84M0.32%
Mark Asset Management LP68,743$2.84M0.67%
Jefferies Financial Group Inc.61,363$2.53M0.04%
Bleakley Financial Group, LLC61,174$2.53M0.09%
Virtu Financial LLC59,955$2.48M0.33%
XTX Topco Ltd56,485$2.33M0.49%
Aquatic Capital Management LLC55,300$2.28M0.17%
Legato Capital Management LLC54,661$2.26M0.43%
SYSTM Wealth Solutions LLC54,229$2.24M0.28%
DoubleLine ETF Adviser LP53,739$2.22M1.14%
One River Asset Management, LLC51,028$2.11M1.45%
Global Frontier Investments LLC48,661$2.01M0.88%
Meeder Advisory Services, Inc.47,867$1.98M0.25%
GQG Partners LLC47,292$1.95M0.01%
Timelo Investment Management Inc.45,000$1.86M1.83%
3Chopt Investment Partners, LLC44,192$1.82M1.00%
TKG Advisors, LLC42,978$1.77M1.17%
WealthPLAN Partners, LLC35,767$1.73M0.12%
Qsemble Capital Management, LP40,600$1.68M1.17%
Portman Square Capital LLP36,300$1.50M0.73%
Coldstream Capital Management Inc35,800$1.48M0.05%
Massachusetts Wealth Management30,485$1.43M1.38%
Applied Capital LLC33,748$1.39M1.39%
Quantamental Technologies LLC33,344$1.38M0.63%
St. Louis Financial Planners Asset Management, LLC33,043$1.36M1.33%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.29,714$1.23M0.00%
Coppell Advisory Solutions LLC29,677$1.23M0.44%
Coppell Advisory Solutions Corp.29,677$1.23M0.44%
Oversea-Chinese Banking CORP Ltd26,021$1.07M0.06%
LJI Wealth Management, LLC25,959$1.07M0.38%
Optimas Capital Ltd25,900$1.07M1.05%
Lodestar Private Asset Management LLC25,081$1.04M0.20%
Westmount Partners, LLC24,702$1.02M0.53%
Lighthouse Investment Partners, LLC24,592$1.02M0.19%
Hamilton Capital Partners Inc.24,500$1.01M0.43%
Golden Green, Inc.23,102$953.9K0.98%
Kennedy Investment Group22,145$914.4K0.58%
APCM Wealth Management for Individuals22,046$910.3K0.16%
Source Financial Advisors LLC21,937$905.8K0.34%
Agf Management Ltd21,733$897.4K0.01%
Paloma Partners Management Co21,616$892.5K0.19%
Gallagher Benefit Services, Inc.21,320$880.6K0.19%
Fox Run Management, L.L.C.20,982$866.3K0.35%
Iams Wealth Management, LLC20,661$853.1K0.87%
Fourthstone LLC20,110$830.3K0.22%
Marex Group plc19,962$824.4K0.12%
Epacria Capital Partners, LLC19,925$822.7K0.66%
DFPG Investments, LLC19,225$821.7K0.14%
Inceptionr LLC19,317$797.6K0.42%
Vertex Planning Partners, LLC18,163$750.0K0.29%
Congress Wealth Management LLC17,940$740.8K0.02%
CIC Wealth, LLC17,680$730.0K0.30%
HF Advisory Group, LLC16,922$698.7K0.71%
Cascade Investment Advisors, Inc.16,600$685.4K0.57%
RW Investment Management LLC16,313$673.6K0.26%
Centennial Bank16,177$667.9K0.38%
MQS Management LLC15,974$659.6K0.45%
Machina Capital S.A.S.15,799$652.3K1.21%
Hellman Jordan Management Co Inc15,733$650.0K1.10%
CenterStar Asset Management, LLC–$637.0K1.19%
LifeSteps Financial, Inc.14,465$597.3K0.62%
Cutter & CO Brokerage, Inc.14,355$592.7K0.20%
Echo Street Capital Management LLC14,303$590.6K0.01%
Quadrant Private Wealth Management, LLC14,003$578.2K0.19%
Daymark Wealth Partners, LLC13,744$567.5K0.10%
Abner Herrman & Brock LLC13,606$562.0K0.09%
Arbor Investment Advisors, LLC13,266$547.7K0.11%
Gladius Capital Management LP13,080$540.1K0.17%
Sebold Capital Management, Inc.12,272$506.7K0.42%
Insigneo Advisory Services, LLC12,247$506.0K0.19%
Breakwater Capital Group11,007$454.5K0.24%
LGT Financial Advisors LLC10,827$447.0K0.53%
Flagstone Financial Management10,553$435.8K0.27%

Sold out (98)

Institutions that held Wells Fargo & Company at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of WFC in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Ontario Teachers Pension Plan Board9,072,713$364.9M
Junto Capital Management LP1,584,199$63.7M
Azora Capital LP838,647$33.7M
Gillson Capital LP665,237$26.8M
Capital Fund Management S.A.399,801$16.1M
MUFG Americas Holdings Corp295,053$11.9M
Formuepleje A/S240,454$9.67M
Lincluden Management Ltd168,841$6.79M
Stieven Capital Advisors, L.P.154,900$6.23M
Bizma Investimentos Ltda100,000$4.02M
AlphaCrest Capital Management LLC94,010$3.78M
Payden & Rygel73,800$2.97M
JB Capital LLC68,294$2.75M
HST Ventures, LLC66,483$2.67M
OPSEU Pension Plan Trust Fund61,451$2.56M
Two Sigma Securities, LLC59,159$2.38M
Maven Securities LTD57,612$2.32M
Kinneret Advisory, LLC50,408$2.03M
Ulysses Management LLC50,000$2.01M
ExodusPoint Capital Management, LP49,262$1.98M
Round Hill Asset Management45,412$1.83M
Moody Aldrich Partners LLC42,069$1.69M
Hirtle Callaghan & Co LLC38,050$1.53M
HAP Trading, LLC28,702$1.15M
IMC-Chicago, LLC26,407$1.06M
Redhawk Wealth Advisors, Inc.24,956$1.00M
Northwest & Ethical Investments L.P.23,630$950.4K
International Assets Investment Management, LLC21,142$850.0K
Coury Firm Asset Management LLC20,000$804.0K
Foresight Wealth Management, LLC18,664$751.0K
Lebenthal Global Advisors, LLC18,508$744.0K
LWM Advisory Services, LLC17,812$716.0K
Wakefield Asset Management LLLP16,773$675.0K
Tudor Investment Corp Et Al15,671$630.0K
Walled Lake Planning & Wealth Management, LLC13,907$559.0K
Wintrust Investments LLC12,908$519.0K
Resource Consulting Group Inc11,896$478.0K
Everhart Financial Group, Inc.10,351$417.0K
Willow Creek Wealth Management Inc.10,154$408.0K
DSC Advisors, L.P.9,260$372.0K
All Season Financial Advisors, Inc.9,149$368.0K
Hartline Investment Corp8,815$355.0K
Blueshift Asset Management, LLC8,251$332.0K
BancFirst Trust & Investment Management8,100$328.0K
Axiom Financial Strategies, LLC8,023$323.0K
Investment Partners, Ltd.8,008$322.0K
Washington Capital Management Inc8,000$321.8K
ETF Managers Group, LLC7,457$300.0K
Interchange Capital Partners, LLC7,317$294.0K
Heron Financial Group, LLC7,270$292.0K
Highland Private Wealth Management6,686$269.0K
Phoenix Wealth Advisors6,362$256.0K
D'Orazio & Associates, Inc.6,152$247.0K
Whalerock Point Partners, LLC6,040$243.0K
Josh Arnold Investment Consultant, LLC6,000$241.0K
Lake Street Financial LLC5,907$238.0K
Shilanski & Associates, Inc.5,657$228.0K
Private Capital Management LLC5,657$228.0K
Verus Financial Partners, Inc.4,966$222.0K
PBMares Wealth Management LLC5,503$221.0K
Allen Capital Group, LLC5,421$218.0K
McDaniel Terry & Co5,396$217.0K
Northcape Wealth Management, LLC5,384$217.0K
Financial Advisory Group5,346$215.0K
Cornerstone Wealth Group, LLC5,348$215.0K
Laraway Financial Inc5,350$215.0K
First Pacific Financial5,297$213.0K
Johnson & White Wealth Management, LLC5,258$211.0K
Boston Family Office LLC5,107$206.0K
Capital Advisory Group Advisory Services, LLC5,116$206.0K
KMG Fiduciary Partners, LLC5,084$204.0K
Gabelli & Co Investment Advisers, Inc.5,045$203.0K
Angeles Wealth Management, LLC4,991$201.0K
Trust Co of Virginia4,115$188.0K
Catalyst Capital Advisors LLC4,615$186.0K
Howe & Rusling Inc4,056$163.0K
Professional Financial Advisors, LLC4,045$163.0K
Evoke Wealth, LLC3,797$153.0K
Axiom Investment Management LLC2,692$111.0K
O'Dell Group, LLC2,726$110.0K
Tevis Investment Management2,641$106.0K
Denali Advisors LLC2,200$88.0K
Selective Wealth Management, Inc.2,167$87.0K
Advanced Research Investment Solutions, LLC2,145$86.0K
Householder Group Estate & Retirement Specialist, LLC2,156$86.0K
Castle Wealth Management LLC1,919$77.0K
PYA Waltman Capital, LLC1,765$71.0K
Vigilant Capital Management, LLC1,704$69.0K
GPS Wealth Strategies Group, LLC1,632$66.0K
BCR Wealth Strategies, LLC1,483$60.0K
Ellis Investment Partners, LLC1,438$57.0K
Foster Dykema Cabot & Co Inc782$31.0K
Old Second National Bank of Aurora600$24.0K
EdgeRock Capital LLC454$18.0K
United Community Bank206$8.29K
Financial Enhancement Group LLC100$4.00K
Sierra Capital LLC20$1.00K
Spartan Planning & Wealth Management6$0

Not filed for Q4 2022 yet (39)

Institutions that held Wells Fargo & Company at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WFC in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management10,092,117$405.9M
Alleghany Corp2,457,605$98.8M
SP Asset Management344,098$13.8M
Capital Growth Management LP300,000$12.1M
Regentatlantic Capital LLC214,734$8.64M
Dowling & Yahnke LLC162,398$6.53M
Inverness Counsel LLC160,168$6.44M
Western Financial Corporation91,506$3.68M
Covington Capital Management90,918$3.66M
Corient Capital Partners, LLC86,188$3.38M
Redpoint Investment Management Pty Ltd81,895$3.29M
American Portfolios Advisors71,497$2.88M
55I, LLC66,758$2.69M
Jefferies Group LLC66,433$2.67M
Strategic Wealth Advisors Group, LLC63,221$2.54M
Ashfield Capital Partners, LLC61,693$2.48M
DRW Securities, L.L.C.40,782$1.64M
CPWM, LLC39,466$1.59M
Bowling Portfolio Management LLC37,065$1.49M
Wipfli Financial Advisors LLC,28,782$1.16M
Pacific Center for Financial Services23,692$953.0K
Budros, Ruhlin & Roe, Inc.21,202$853.0K
Agf Investments Inc.20,327$818.0K
RGT Wealth Advisors, LLC13,532$544.0K
Liberty Wealth Management LLC12,625$507.0K
Cornerstone Wealth Management, LLC12,115$487.0K
Surevest, LLC11,592$466.0K
BTR Capital Management Inc11,241$452.0K
First Farmers & Merchants Bank / Trust10,157$409.0K
Solidarilty Wealth, LLC7,715$363.0K
Spectrum Management Group, LLC8,885$357.0K
Roosevelt Investment Group LLC8,742$352.0K
Kore Private Wealth LLC8,408$338.0K
Balasa Dinverno & Foltz LLC5,872$236.0K
American Research & Management Co.3,100$125.0K
FourThought Financial, LLC2,912$117.0K
Monolith Advisors1,305$52.0K
Strategic Asset Management, LLC100$4.00K
USA Financial Portformulas Corp22$1.00K