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 |
|---|---|---|---|---|---|
| Martin & Co Inc | 26,052 | $1.08M | 0.28% | +434+1.7% | Added |
| Washington Trust Co | 26,077 | $1.08M | 0.05% | −2,512−8.8% | Reduced |
| Holderness Investments Co | 26,094 | $1.08M | 0.46% | +60+0.2% | Added |
| Boit C F David | 26,163 | $1.08M | 0.77% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 26,343 | $1.09M | 0.03% | +3,978+17.8% | Added |
| Main Street Research LLC | 26,386 | $1.09M | 0.27% | −4,463−14.5% | Reduced |
| Ironwood Investment Counsel, LLC | 26,497 | $1.09M | 0.27% | −872−3.2% | Reduced |
| Shelton Capital Management | 26,500 | $1.09M | 0.12% | −75,494−74.0% | Reduced |
| Mutual Advisors, LLC | 26,518 | $1.09M | 0.05% | −6,318−19.2% | Reduced |
| Courier Capital LLC | 26,580 | $1.10M | 0.13% | −806−2.9% | Reduced |
| First Financial Bank - Trust Division | 26,614 | $1.10M | 0.12% | −27−0.1% | Reduced |
| Heritage Wealth Management, LLC | 26,763 | $1.11M | 0.16% | +12,376+86.0% | Added |
| Trust Co of Toledo NA | 26,863 | $1.11M | 0.21% | +288+1.1% | Added |
| Carlson Capital Management | 27,067 | $1.12M | 0.08% | +7,905+41.3% | Added |
| Northside Capital Management, LLC | 27,127 | $1.12M | 0.34% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 27,247 | $1.13M | 0.05% | −354−1.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 27,291 | $1.13M | 0.25% | +2,271+9.1% | Added |
| Colony Group LLC | 27,311 | $1.13M | 0.02% | +3,283+13.7% | Added |
| AlphaStar Capital Management, LLC | 27,394 | $1.13M | 0.12% | −255−0.9% | Reduced |
| Coastal Investment Advisors, Inc. | 27,452 | $1.13M | 0.28% | −1,504−5.2% | Reduced |
| Eos Management, L.P. | 27,500 | $1.14M | 0.57% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 27,573 | $1.14M | 0.48% | +1,640+6.3% | Added |
| Valley National Advisers Inc | 26,713 | $1.14M | 0.20% | −996−3.6% | Reduced |
| Citizens National Bank Trust Department | 27,640 | $1.14M | 0.32% | −158−0.6% | Reduced |
| Sterling Investment Management, Inc. | 27,680 | $1.14M | 0.92% | −1,802−6.1% | Reduced |
| Archford Capital Strategies, LLC | 27,718 | $1.14M | 0.26% | −250−0.9% | Reduced |
| Hoylecohen, LLC | 27,809 | $1.15M | 0.11% | +20.0% | Added |
| Joel Isaacson & Co., LLC | 27,830 | $1.15M | 0.09% | +2,000+7.7% | Added |
| Capital Markets Trading UK LLP | 27,977 | $1.16M | 3.05% | −42,703−60.4% | Reduced |
| Integrated Advisors Network LLC | 27,988 | $1.16M | 0.07% | −2,333−7.7% | Reduced |
| 1st Source Bank | 27,991 | $1.16M | 0.08% | 00.0% | Unchanged |
| Thomasville National Bank | 28,111 | $1.16M | 0.13% | −700−2.4% | Reduced |
| Oarsman Capital, Inc. | 28,300 | $1.17M | 0.60% | −123−0.4% | Reduced |
| Desjardins Global Asset Management Inc. | 28,414 | $1.17M | 0.18% | −27,037−48.8% | Reduced |
| DuPont Capital Management Corp | 28,698 | $1.18M | 0.06% | −6,541−18.6% | Reduced |
| Peak Asset Management, LLC | 28,816 | $1.19M | 0.31% | +195+0.7% | Added |
| Heartland Advisors Inc | 28,906 | $1.19M | 0.08% | +336+1.2% | Added |
| Sawtooth Solutions, LLC | 28,939 | $1.19M | 0.16% | +3,743+14.9% | Added |
| Johnson Financial Group, Inc. | 29,224 | $1.21M | 0.10% | −130.0% | Reduced |
| Gamble Jones Investment Counsel | 29,268 | $1.21M | 0.09% | +100+0.3% | Added |
| Marco Investment Management LLC | 29,298 | $1.21M | 0.14% | +2,000+7.3% | Added |
| Fiduciary Group LLC | 29,337 | $1.21M | 0.16% | −5,176−15.0% | Reduced |
| Leavell Investment Management, Inc. | 29,485 | $1.22M | 0.09% | −500−1.7% | Reduced |
| Nicolet Bankshares Inc | 29,502 | $1.22M | 0.42% | +5,494+22.9% | Added |
| Coppell Advisory Solutions LLC | 29,677 | $1.23M | 0.44% | +29,677 | New |
| Coppell Advisory Solutions Corp. | 29,677 | $1.23M | 0.44% | +29,677 | New |
| Ballentine Partners, LLC | 29,690 | $1.23M | 0.04% | +2,253+8.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,714 | $1.23M | 0.00% | +29,714 | New |
| Chicago Partners Investment Group LLC | 25,507 | $1.23M | 0.08% | −2,417−8.7% | Reduced |
| Ancora Advisors, LLC | 29,810 | $1.23M | 0.04% | −10,241−25.6% | Reduced |
| Essex Investment Management Co LLC | 29,886 | $1.23M | 0.19% | −1,688−5.3% | Reduced |
| Clarius Group, LLC | 29,920 | $1.24M | 0.11% | +625+2.1% | Added |
| First Citizens Bank & Trust Co | 29,956 | $1.24M | 0.04% | +463+1.6% | Added |
| Baker Avenue Asset Management, LP | 30,011 | $1.24M | 0.07% | +7,711+34.6% | Added |
| Peterson Financial Group, Inc. | 30,072 | $1.24M | 1.64% | −14,886−33.1% | Reduced |
| RNC Capital Management LLC | 30,175 | $1.25M | 0.07% | −16,668−35.6% | Reduced |
| Shelton Wealth Management, LLC | 30,185 | $1.25M | 0.98% | +23+0.1% | Added |
| Meridian Investment Counsel Inc. | 30,241 | $1.25M | 0.50% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 30,278 | $1.25M | 0.62% | +16,113+113.8% | Added |
| Vista Investment Management | 30,379 | $1.25M | 0.72% | +1,071+3.7% | Added |
| Wilkinson Global Asset Management LLC | 30,400 | $1.26M | 0.10% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 30,470 | $1.26M | 0.57% | −65−0.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 30,685 | $1.27M | 0.14% | −447−1.4% | Reduced |
| Brighton Jones LLC | 30,709 | $1.27M | 0.08% | −1,142−3.6% | Reduced |
| HBK Sorce Advisory LLC | 30,712 | $1.27M | 0.03% | +15,505+102.0% | Added |
| Grimes & Company, Inc. | 30,855 | $1.27M | 0.05% | −1,517−4.7% | Reduced |
| Aspiriant, LLC | 30,878 | $1.27M | 0.06% | +934+3.1% | Added |
| Founders Financial Securities LLC | 31,014 | $1.28M | 0.20% | −2,487−7.4% | Reduced |
| Symmetry Partners, LLC | 31,025 | $1.28M | 0.08% | +2,477+8.7% | Added |
| Everett Harris & Co | 31,099 | $1.28M | 0.02% | −500−1.6% | Reduced |
| Voya Financial Advisors, Inc. | 31,073 | $1.28M | 0.17% | −6,456−17.2% | Reduced |
| AF Advisors, Inc. | 32,040 | $1.29M | 0.82% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 31,547 | $1.30M | 0.45% | −3,497−10.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 31,713 | $1.31M | 0.05% | −572−1.8% | Reduced |
| Smith Shellnut Wilson LLC | 31,856 | $1.32M | 0.81% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 31,865 | $1.32M | 0.19% | +34+0.1% | Added |
| Silvercrest Asset Management Group LLC | 32,030 | $1.32M | 0.01% | +3,152+10.9% | Added |
| Sterneck Capital Management, LLC | 32,157 | $1.33M | 0.88% | −1,370−4.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.33M | 0.55% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 33,072 | $1.33M | 0.02% | +4,581+16.1% | Added |
| Venture Visionary Partners LLC | 32,398 | $1.34M | 0.10% | +114+0.4% | Added |
| Mountain Pacific Investment Advisers Inc | 32,498 | $1.34M | 0.10% | −1,363−4.0% | Reduced |
| Duff & Phelps Investment Management Co | 32,640 | $1.35M | 0.02% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 32,788 | $1.35M | 1.00% | +58+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 33,033 | $1.36M | 0.07% | +818+2.5% | Added |
| St. Louis Financial Planners Asset Management, LLC | 33,043 | $1.36M | 1.33% | +33,043 | New |
| Continuum Advisory, LLC | 33,232 | $1.37M | 0.25% | +2,789+9.2% | Added |
| Mystic Asset Management, Inc. | 33,321 | $1.38M | 0.78% | +2,010+6.4% | Added |
| Quantamental Technologies LLC | 33,344 | $1.38M | 0.63% | +33,344 | New |
| Parallel Advisors, LLC | 33,378 | $1.38M | 0.06% | −969−2.8% | Reduced |
| Cowen and Company, LLC | 33,640 | $1.39M | 0.15% | −81,314−70.7% | Reduced |
| Applied Capital LLC | 33,748 | $1.39M | 1.39% | +33,748 | New |
| Naviter Wealth, LLC | 31,634 | $1.41M | 0.39% | +3,564+12.7% | Added |
| Lee Financial Co | 34,165 | $1.41M | 0.24% | +450+1.3% | Added |
| Diversified Trust Co | 34,154 | $1.41M | 0.06% | +3,032+9.7% | Added |
| Resources Management Corp | 34,195 | $1.41M | 0.22% | 00.0% | Unchanged |
| Country Club Bank | 34,267 | $1.41M | 0.12% | −20,670−37.6% | Reduced |
| Signaturefd, LLC | 34,349 | $1.42M | 0.04% | −2,224−6.1% | Reduced |
| Sequoia Financial Advisors, LLC | 34,375 | $1.42M | 0.03% | +8,749+34.1% | Added |
| Keystone Wealth Services, LLC | 34,531 | $1.43M | 0.62% | +80+0.2% | Added |