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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 34,525 | $1.43M | 0.20% | −160−0.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 34,541 | $1.43M | 1.06% | −499−1.4% | Reduced |
| Massachusetts Wealth Management | 30,485 | $1.43M | 1.38% | +30,485 | New |
| NorthRock Partners, LLC | 34,733 | $1.43M | 0.16% | −5,288−13.2% | Reduced |
| Oldfather Financial Services, LLC | 34,787 | $1.44M | 0.82% | −103−0.3% | Reduced |
| Conning Inc. | 34,810 | $1.44M | 0.05% | −329−0.9% | Reduced |
| Northwest Capital Management Inc | 34,846 | $1.44M | 0.76% | +110.0% | Added |
| Mather Group, LLC. | 34,915 | $1.44M | 0.03% | +483+1.4% | Added |
| Bennett Selby Investments LP | 34,954 | $1.44M | 1.08% | −787−2.2% | Reduced |
| Gibson Wealth Advisors LLC | 32,634 | $1.44M | 0.03% | +32,116+6,200.0% | Added |
| Integrated Wealth Concepts LLC | 34,986 | $1.45M | 0.04% | +2,241+6.8% | Added |
| United Fire Group Inc | 35,086 | $1.45M | 0.86% | 00.0% | Unchanged |
| Fosun International Ltd | 35,135 | $1.45M | 0.13% | 00.0% | Unchanged |
| Marotta Asset Management | 35,181 | $1.45M | 0.35% | −449−1.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 35,347 | $1.46M | 0.07% | +14,594+70.3% | Added |
| Gotham Asset Management, LLC | 35,399 | $1.46M | 0.04% | −347−1.0% | Reduced |
| AIA Group Ltd | 35,526 | $1.47M | 0.09% | +17,465+96.7% | Added |
| Coldstream Capital Management Inc | 35,800 | $1.48M | 0.05% | +35,800 | New |
| Trinity Financial Advisors LLC | 35,857 | $1.48M | 0.97% | −3,227−8.3% | Reduced |
| Chemistry Wealth Management LLC | 35,920 | $1.48M | 0.58% | 00.0% | Unchanged |
| Choate Investment Advisors | 35,931 | $1.48M | 0.09% | +6,901+23.8% | Added |
| CAPROCK Group, Inc. | 35,934 | $1.48M | 0.14% | +725+2.1% | Added |
| Columbus Macro, LLC | 35,938 | $1.48M | 0.57% | −917−2.5% | Reduced |
| InterOcean Capital Group, LLC | 35,952 | $1.48M | 0.05% | −4,963−12.1% | Reduced |
| Foundations Investment Advisors, LLC | 35,962 | $1.48M | 0.06% | +9,888+37.9% | Added |
| Neville Rodie & Shaw Inc | 36,052 | $1.49M | 0.14% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 36,232 | $1.50M | 0.23% | +2,426+7.2% | Added |
| Portman Square Capital LLP | 36,300 | $1.50M | 0.73% | +36,300 | New |
| Private Trust Co NA | 36,345 | $1.50M | 0.22% | −604−1.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,365 | $1.50M | 0.30% | +1,046+3.0% | Added |
| Auxier Asset Management | 36,567 | $1.51M | 0.26% | 00.0% | Unchanged |
| One Capital Management, LLC | 36,655 | $1.51M | 0.08% | −1,835−4.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 36,730 | $1.52M | 0.03% | +23,594+179.6% | Added |
| Schechter Investment Advisors, LLC | 36,815 | $1.52M | 0.14% | +1,016+2.8% | Added |
| We Are One Seven, LLC | 37,195 | $1.54M | 0.15% | +4,713+14.5% | Added |
| Yarbrough Capital, LLC | 37,485 | $1.55M | 0.12% | 00.0% | Unchanged |
| Central Trust Co | 37,835 | $1.56M | 0.05% | +18,371+94.4% | Added |
| Pitcairn Co | 37,943 | $1.57M | 0.16% | +12,059+46.6% | Added |
| Miller Investment Management, LP | 38,182 | $1.58M | 0.27% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 38,187 | $1.58M | 0.56% | +8,776+29.8% | Added |
| GWM Advisors LLC | 155,425 | $1.58M | 0.04% | +13,662+9.6% | Added |
| Brinker Capital Investments, LLC | 38,495 | $1.59M | 0.03% | −2,287−5.6% | Reduced |
| Compagnie Lombard Odier SCmA | 38,589 | $1.59M | 0.04% | +11,012+39.9% | Added |
| Cunning Capital Partners, LP | 38,675 | $1.60M | 1.13% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 38,763 | $1.60M | 0.10% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 39,100 | $1.61M | 1.44% | +2,000+5.4% | Added |
| Belpointe Asset Management LLC | 39,101 | $1.61M | 0.10% | −2,699−6.5% | Reduced |
| ICA Group Wealth Management, LLC | 39,101 | $1.61M | 0.38% | −23,754−37.8% | Reduced |
| Evercore Wealth Management, LLC | 39,223 | $1.62M | 0.03% | −227−0.6% | Reduced |
| Eagle Rock Investment Company, LLC | 37,932 | $1.62M | 0.37% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 39,268 | $1.62M | 0.16% | +2,595+7.1% | Added |
| American Money Management, LLC | 39,382 | $1.63M | 0.46% | +3,566+10.0% | Added |
| Cresset Asset Management, LLC | 78,898 | $1.63M | 0.02% | −18,320−18.8% | Reduced |
| Cullinan Associates Inc | 39,481 | $1.63M | 0.09% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 39,599 | $1.64M | 0.87% | +24,062+154.9% | Added |
| Sumitomo Life Insurance Co | 39,660 | $1.64M | 0.12% | −867−2.1% | Reduced |
| Sepio Capital, LP | 39,854 | $1.65M | 0.14% | +1,473+3.8% | Added |
| Anson Funds Management LP | 40,000 | $1.65M | 0.54% | +20,000+100.0% | Added |
| SeaCrest Wealth Management, LLC | 40,062 | $1.65M | 0.24% | +7,454+22.9% | Added |
| Jackson Hole Capital Partners, LLC | 40,099 | $1.66M | 0.49% | −170.0% | Reduced |
| Spears Abacus Advisors LLC | 40,147 | $1.66M | 0.16% | +100+0.2% | Added |
| Balentine LLC | 40,163 | $1.66M | 0.06% | −3,931−8.9% | Reduced |
| NBT Bank N A | 40,339 | $1.67M | 0.24% | −882−2.1% | Reduced |
| Centaurus Financial, Inc. | 40,453 | $1.67M | 0.16% | +12,306+43.7% | Added |
| Qsemble Capital Management, LP | 40,600 | $1.68M | 1.17% | +40,600 | New |
| Forum Financial Management, LP | 40,635 | $1.68M | 0.06% | −89−0.2% | Reduced |
| Ritholtz Wealth Management | 40,746 | $1.68M | 0.09% | −22,474−35.5% | Reduced |
| Cove Street Capital, LLC | 40,800 | $1.69M | 0.46% | −2,100−4.9% | Reduced |
| Hollow Brook Wealth Management LLC | 40,844 | $1.69M | 0.81% | +657+1.6% | Added |
| Avestar Capital, LLC | 40,941 | $1.69M | 0.36% | +628+1.6% | Added |
| Lincoln National Corp | 41,097 | $1.70M | 0.04% | +231+0.6% | Added |
| Global Retirement Partners, LLC | 41,505 | $1.71M | 0.12% | +1,293+3.2% | Added |
| Meridian Wealth Partners, LLC | 41,535 | $1.71M | 0.40% | +263+0.6% | Added |
| Mach-1 Financial Group, Inc. | 41,551 | $1.72M | 0.80% | +38,172+1,129.7% | Added |
| Triangle Securities Wealth Management | 41,643 | $1.72M | 0.63% | −213−0.5% | Reduced |
| WealthPlan Investment Management, LLC | 35,767 | $1.72M | 0.12% | +32+0.1% | Added |
| Apollon Wealth Management, LLC | 41,781 | $1.73M | 0.12% | −1,124−2.6% | Reduced |
| Hendershot Investments Inc. | 41,791 | $1.73M | 0.29% | −6,510−13.5% | Reduced |
| Stonegate Investment Group, LLC | 41,895 | $1.73M | 0.07% | −2,743−6.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 41,946 | $1.73M | 0.42% | +5,474+15.0% | Added |
| WealthPLAN Partners, LLC | 35,767 | $1.73M | 0.12% | +35,767 | New |
| Beese Fulmer Investment Management, Inc. | 42,261 | $1.74M | 0.21% | −1,271−2.9% | Reduced |
| Gs Investments, Inc. | 42,400 | $1.75M | 1.08% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 42,459 | $1.75M | 0.11% | +2,111+5.2% | Added |
| Jupiter Wealth Management LLC | 42,487 | $1.75M | 1.70% | −5,000−10.5% | Reduced |
| United Asset Strategies, Inc. | 42,528 | $1.76M | 0.24% | −499−1.2% | Reduced |
| Cohen Investment Advisors LLC | 42,529 | $1.76M | 1.46% | −302−0.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 42,535 | $1.76M | 0.20% | −12,571−22.8% | Reduced |
| Rocky Mountain Advisers, LLC | 42,575 | $1.76M | 0.98% | −1,300−3.0% | Reduced |
| Orion Portfolio Solutions, LLC | 42,639 | $1.76M | 0.06% | +4,110+10.7% | Added |
| TKG Advisors, LLC | 42,978 | $1.77M | 1.17% | +42,978 | New |
| AMG National Trust Bank | 43,277 | $1.79M | 0.06% | +3,340+8.4% | Added |
| HB Wealth Management, LLC | 43,347 | $1.79M | 0.03% | −1,758−3.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 43,566 | $1.80M | 0.03% | −69−0.2% | Reduced |
| Equitable Holdings, Inc. | 44,089 | $1.82M | 0.03% | +20,106+83.8% | Added |
| Park Avenue Securities LLC | 44,113 | $1.82M | 0.03% | −996−2.2% | Reduced |
| 3Chopt Investment Partners, LLC | 44,192 | $1.82M | 1.00% | +44,192 | New |
| Laurel Wealth Advisors, Inc. | 44,386 | $1.83M | 0.18% | −193−0.4% | Reduced |
| Franklin Street Advisors Inc | 44,460 | $1.84M | 0.17% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 44,692 | $1.85M | 0.18% | −964−2.1% | Reduced |