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, Q4 2022
Institutional positions in Wells Fargo & Company as of Dec 31, 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
- 2,070
- +146 vs. Q3 2022
- Shares held
- 2.82B
- +26.6M (+1.0%) vs. Q3 2022
- Total value
- $116.4B
- +$4.00B (+3.6%) vs. Q3 2022
- New holders
- 244
- 741 more added
- Sold out
- 98
- 805 more reduced
39 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 20,577 | $849.6K | 0.10% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 20,630 | $851.8K | 0.04% | +2,648+14.7% | Added |
| Iams Wealth Management, LLC | 20,661 | $853.1K | 0.87% | +20,661 | New |
| Sage Rhino Capital LLC | 20,673 | $853.6K | 0.27% | +230+1.1% | Added |
| First National Trust Co | 20,681 | $853.9K | 0.05% | −297−1.4% | Reduced |
| Busey Wealth Management | 20,712 | $855.2K | 0.04% | −182−0.9% | Reduced |
| Capital Asset Advisory Services LLC | 20,789 | $859.8K | 0.07% | +8,855+74.2% | Added |
| Investment Management Associates Inc | 20,967 | $865.7K | 0.36% | −525−2.4% | Reduced |
| Fox Run Management, L.L.C. | 20,982 | $866.3K | 0.35% | +20,982 | New |
| Par Capital Management Inc | 21,000 | $867.1K | 0.03% | +9,400+81.0% | Added |
| American State Bank (Iowa) | 21,011 | $867.5K | 0.67% | −3,070−12.7% | Reduced |
| Sentry Investment Management LLC | 21,031 | $868.0K | 0.38% | −5,062−19.4% | Reduced |
| Tobam | 21,057 | $869.0K | 0.06% | +1,642+8.5% | Added |
| Lake Street Advisors Group, LLC | 21,106 | $872.0K | 0.06% | −3,812−15.3% | Reduced |
| Csenge Advisory Group | 21,149 | $873.2K | 0.07% | −771−3.5% | Reduced |
| Capital Investment Advisory Services, LLC | 21,205 | $875.5K | 0.10% | +1,009+5.0% | Added |
| Massmutual Trust Co FSB | 21,220 | $876.0K | 0.04% | +17,500+470.4% | Added |
| F3Logic, LLC | 21,320 | $880.6K | 0.19% | −2,217−9.4% | Reduced |
| Gallagher Benefit Services, Inc. | 21,320 | $880.6K | 0.19% | +21,320 | New |
| Castle Rock Wealth Management, LLC | 19,178 | $880.7K | 0.39% | +10.0% | Added |
| Paloma Partners Management Co | 21,616 | $892.5K | 0.19% | +21,616 | New |
| BLB&B Advisors, LLC | 21,617 | $892.6K | 0.07% | −250−1.1% | Reduced |
| WP Advisors, LLC | 21,674 | $894.9K | 0.40% | −544−2.4% | Reduced |
| Agf Management Ltd | 21,733 | $897.4K | 0.01% | +21,733 | New |
| GFS Advisors, LLC | 21,750 | $898.0K | 0.20% | 00.0% | Unchanged |
| Triumph Capital Management | 21,775 | $899.1K | 0.48% | +8,023+58.3% | Added |
| Jaffetilchin Investment Partners, LLC | 21,859 | $902.6K | 0.11% | +548+2.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 21,865 | $902.8K | 0.14% | −46−0.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 21,874 | $903.0K | 0.02% | −5,100−18.9% | Reduced |
| Steel Peak Wealth Management LLC | 21,872 | $903.1K | 0.07% | +7,670+54.0% | Added |
| Argent Advisors, Inc. | 21,930 | $905.5K | 0.47% | +256+1.2% | Added |
| Source Financial Advisors LLC | 21,937 | $905.8K | 0.34% | +21,937 | New |
| Fisher Asset Management, LLC | 21,949 | $906.0K | 0.00% | −4,301−16.4% | Reduced |
| Jones Financial Companies LLLP | 22,031 | $910.0K | 0.00% | −279−1.3% | Reduced |
| Argus Investors' Counsel, Inc. | 22,046 | $910.3K | 0.73% | +439+2.0% | Added |
| APCM Wealth Management for Individuals | 22,046 | $910.3K | 0.16% | +22,046 | New |
| Ruffer LLP | 22,000 | $911.3K | 0.06% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 22,113 | $913.0K | 0.01% | −20.0% | Reduced |
| Kennedy Investment Group | 22,145 | $914.4K | 0.58% | +22,145 | New |
| J.W. Cole Advisors, Inc. | 22,188 | $916.2K | 0.07% | +1,768+8.7% | Added |
| Excalibur Management Corp | 22,348 | $922.8K | 0.48% | −192−0.9% | Reduced |
| Rossmore Private Capital | 22,474 | $928.0K | 0.15% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,521 | $929.9K | 0.11% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,566 | $931.8K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 22,570 | $931.9K | 0.61% | +30+0.1% | Added |
| Salem Investment Counselors Inc | 22,639 | $934.8K | 0.04% | +805+3.7% | Added |
| Appleton Partners Inc | 22,641 | $935.0K | 0.09% | −820−3.5% | Reduced |
| Evergreen Capital Management LLC | 22,646 | $935.1K | 0.04% | −3,513−13.4% | Reduced |
| Investors Asset Management of Georgia Inc | 22,653 | $935.4K | 0.49% | +152+0.7% | Added |
| Wedmont Private Capital | 21,913 | $937.9K | 0.14% | +397+1.8% | Added |
| Moneta Group Investment Advisors LLC | 20,022 | $938.4K | 0.03% | −291−1.4% | Reduced |
| CSS LLC | 22,730 | $938.5K | 0.06% | −1,000−4.2% | Reduced |
| First National Bank Sioux Falls | 22,798 | $941.3K | 0.68% | −41,862−64.7% | Reduced |
| LMR Partners LLP | 22,894 | $945.3K | 0.02% | −1,226,963−98.2% | Reduced |
| Fulton Bank, N.A. | 23,043 | $951.0K | 0.05% | +1,634+7.6% | Added |
| Golden Green, Inc. | 23,102 | $953.9K | 0.98% | +23,102 | New |
| Independent Financial Group, LLC | 23,187 | $957.4K | 0.08% | +1,247+5.7% | Added |
| Pflug Koory, LLC | 23,229 | $959.0K | 0.53% | −1,072−4.4% | Reduced |
| GFG Capital, LLC | 23,379 | $965.3K | 0.22% | −2,063−8.1% | Reduced |
| Telos Capital Management, Inc. | 23,391 | $965.8K | 0.14% | −800−3.3% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 23,463 | $968.8K | 0.28% | −179−0.8% | Reduced |
| Sunbelt Securities, Inc. | 23,564 | $973.0K | 0.19% | −1,623−6.4% | Reduced |
| ZWJ Investment Counsel Inc | 23,697 | $978.4K | 0.06% | −1,250−5.0% | Reduced |
| First Bank & Trust | 23,694 | $979.0K | 0.27% | +3,322+16.3% | Added |
| Rothschild Investment Corp | 23,844 | $985.0K | 0.09% | −1,430−5.7% | Reduced |
| Arden Trust Co | 23,963 | $989.4K | 0.20% | −2,117−8.1% | Reduced |
| Sawyer & Company, Inc | 24,125 | $996.0K | 0.49% | −575−2.3% | Reduced |
| Buffington Mohr McNeal | 24,283 | $1.00M | 0.23% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 24,365 | $1.01M | 0.11% | −538−2.2% | Reduced |
| Tealwood Asset Management Inc | 24,390 | $1.01M | 0.53% | 00.0% | Unchanged |
| Cadinha & Co LLC | 24,472 | $1.01M | 0.23% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 24,500 | $1.01M | 0.43% | +24,500 | New |
| Lighthouse Investment Partners, LLC | 24,592 | $1.02M | 0.19% | +24,592 | New |
| Westmount Partners, LLC | 24,702 | $1.02M | 0.53% | +24,702 | New |
| Caldwell Trust Co | 24,756 | $1.02M | 0.14% | −950−3.7% | Reduced |
| Monarch Capital Management Inc | 24,764 | $1.02M | 0.31% | −3,240−11.6% | Reduced |
| Laurel Wealth Advisors LLC | 24,846 | $1.03M | 0.24% | +655+2.7% | Added |
| Insight Advisors, LLC | 24,566 | $1.03M | 0.36% | −99−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 24,868 | $1.03M | 0.11% | −87−0.3% | Reduced |
| First Horizon Advisors, Inc. | 24,936 | $1.03M | 0.04% | −935−3.6% | Reduced |
| CMT Capital Markets Trading GmbH | 25,000 | $1.03M | 0.57% | +20,000+400.0% | Added |
| Bartlett & Co. Wealth Management LLC | 25,079 | $1.04M | 0.02% | −2,968−10.6% | Reduced |
| Lodestar Private Asset Management LLC | 25,081 | $1.04M | 0.20% | +25,081 | New |
| Bartlett & Co. LLC | 25,079 | $1.04M | 0.02% | −2,968−10.6% | Reduced |
| Financial Counselors Inc | 25,082 | $1.04M | 0.02% | +4,604+22.5% | Added |
| NVWM, LLC | 25,129 | $1.04M | 0.38% | −193−0.8% | Reduced |
| Wrapmanager Inc | 25,208 | $1.04M | 0.33% | −1,055−4.0% | Reduced |
| First City Capital Management, Inc. | 25,242 | $1.04M | 0.63% | −394−1.5% | Reduced |
| Narwhal Capital Management | 25,253 | $1.04M | 0.14% | +7,797+44.7% | Added |
| Avantax Planning Partners, Inc. | 25,402 | $1.05M | 0.04% | +1,205+5.0% | Added |
| N.E.W. Advisory Services LLC | 25,495 | $1.05M | 0.16% | +99+0.4% | Added |
| TRUE Private Wealth Advisors | 25,666 | $1.06M | 0.16% | +10.0% | Added |
| Citadel Investment Advisory, Inc. | 25,807 | $1.07M | 0.73% | −550−2.1% | Reduced |
| Optimas Capital Ltd | 25,900 | $1.07M | 1.05% | +25,900 | New |
| Rehmann Capital Advisory Group | 25,911 | $1.07M | 0.11% | +195+0.8% | Added |
| LJI Wealth Management, LLC | 25,959 | $1.07M | 0.38% | +25,959 | New |
| Soltis Investment Advisors LLC | 25,974 | $1.07M | 0.14% | −1,493−5.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 26,000 | $1.07M | 0.17% | 00.0% | Unchanged |
| Goodwin Daniel L | 26,000 | $1.07M | 0.54% | +200+0.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 26,021 | $1.07M | 0.06% | +26,021 | New |