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; 2,882 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 | 2,882 | $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 |
|---|---|---|---|---|---|
| Financial Freedom, LLC | 585 | $24.2K | 0.02% | +585 | New |
| Cedar Mountain Advisors, LLC | 597 | $24.6K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 602 | $24.9K | 0.01% | +602 | New |
| Arlington Partners LLC | 604 | $24.9K | 0.00% | −576−48.8% | Reduced |
| AllSquare Wealth Management LLC | 606 | $25.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 614 | $25.3K | 0.01% | −17−2.7% | Reduced |
| DT Investment Partners, LLC | 624 | $25.8K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 640 | $26.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 639 | $26.4K | 0.01% | +639 | New |
| Cornerstone Planning Group LLC | 636 | $27.3K | 0.01% | +636 | New |
| Barrett & Company, Inc. | 665 | $27.5K | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 680 | $28.0K | 0.03% | +680 | New |
| Studio Investment Management LLC | 683 | $28.2K | 0.01% | +683 | New |
| Kelly Financial Services LLC | 693 | $28.6K | 0.02% | +2+0.3% | Added |
| IMA Wealth, Inc. | 693 | $28.6K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 700 | $28.9K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 720 | $29.7K | 0.00% | −307−29.9% | Reduced |
| Capital Advisors, Ltd. LLC | 2,754 | $30.0K | 0.01% | +2,291+494.8% | Added |
| Carmichael Hill & Associates, Inc. | 729 | $30.1K | 0.02% | +5+0.7% | Added |
| Addison Advisors LLC | 734 | $30.3K | 0.02% | −111−13.1% | Reduced |
| RWM Asset Management, LLC | 767 | $31.7K | 0.01% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 559 | $32.0K | 0.03% | +48+9.4% | Added |
| Country Trust Bank | 778 | $32.1K | 0.00% | −875−52.9% | Reduced |
| Tradewinds Capital Management, LLC | 795 | $32.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 800 | $33.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 846 | $34.0K | 0.05% | +846 | New |
| Orion Capital Management LLC | 850 | $35.1K | 0.03% | −50−5.6% | Reduced |
| BDO Wealth Advisors, LLC | 875 | $36.1K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 900 | $37.0K | 0.01% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 904 | $37.0K | 0.03% | +904 | New |
| Lam Group, Inc. | 900 | $37.2K | 0.04% | +900 | New |
| Morgan Dempsey Capital Management LLC | 906 | $37.4K | 0.01% | +906 | New |
| Sound Income Strategies, LLC | 911 | $37.6K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 914 | $37.7K | 0.03% | +914 | New |
| Worth Asset Management, LLC | 950 | $39.2K | 0.03% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 965 | $39.8K | 0.06% | +965 | New |
| Moisand Fitzgerald Tamayo, LLC | 982 | $40.5K | 0.01% | +28+2.9% | Added |
| Byrne Asset Management LLC | 989 | $40.8K | 0.03% | +539+119.8% | Added |
| Westport Asset Management Inc | 1,000 | $41.3K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,001 | $41.3K | 0.00% | +26+2.7% | Added |
| Bell Investment Advisors, Inc | 1,006 | $41.5K | 0.01% | −92−8.4% | Reduced |
| Hillsdale Investment Management Inc. | 1,040 | $42.9K | 0.00% | −310−23.0% | Reduced |
| Mizuho Securities Co. Ltd. | 1,160 | $47.9K | 0.13% | −2,224−65.7% | Reduced |
| Horan Securities, Inc. | 1,163 | $48.0K | 0.03% | +169+17.0% | Added |
| High Net Worth Advisory Group LLC | 1,187 | $49.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,194 | $49.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $50.0K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,225 | $50.6K | 0.03% | −120−8.9% | Reduced |
| Arcadia Investment Management Corp | 1,225 | $50.6K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,247 | $51.5K | 0.03% | +1,247 | New |
| Mendota Financial Group, LLC | 1,271 | $52.5K | 0.07% | +1,271 | New |
| Cranbrook Wealth Management, LLC | 1,275 | $52.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,292 | $53.4K | 0.04% | +8+0.6% | Added |
| Fortis Capital Advisors, LLC | 1,300 | $53.7K | 0.03% | +1,300 | New |
| Industrial Alliance Investment Management Inc. | 1,317 | $54.0K | 0.00% | −779−37.2% | Reduced |
| Mascoma Wealth Management LLC | 1,314 | $54.3K | 0.02% | −575−30.4% | Reduced |
| EWG Elevate Inc. | 1,318 | $54.4K | 0.03% | +1,318 | New |
| Bellevue Asset Management, LLC | 1,324 | $54.5K | 0.04% | +2+0.2% | Added |
| Glass Jacobson Investment Advisors llc | 1,329 | $54.9K | 0.03% | +1,329 | New |
| Johnson Midwest Financial, LLC | 1,325 | $55.0K | 0.20% | +8+0.6% | Added |
| Family CFO Inc | 1,347 | $55.6K | 0.05% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,272 | $55.9K | 0.04% | +1,272 | New |
| Hollencrest Capital Management | 1,357 | $56.0K | 0.01% | +1,357 | New |
| Versant Capital Management, Inc | 1,359 | $56.1K | 0.02% | +23+1.7% | Added |
| Horizon Bancorp Inc | 1,369 | $57.0K | 0.03% | +1,369 | New |
| Abound Wealth Management | 1,402 | $57.9K | 0.03% | +113+8.8% | Added |
| Ulland Investment Advisors, LLC | 1,435 | $59.0K | 0.07% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,420 | $59.0K | 0.01% | +670+89.3% | Added |
| Archer Investment Corp | 1,466 | $60.5K | 0.02% | +675+85.3% | Added |
| Beacon Capital Management, LLC | 1,466 | $60.6K | 0.02% | +6+0.4% | Added |
| Lumature Wealth Partners, LLC | 1,479 | $61.1K | 0.03% | −270−15.4% | Reduced |
| Annapolis Financial Services, LLC | 1,485 | $61.3K | 0.02% | +2+0.1% | Added |
| Optimum Investment Advisors | 1,503 | $62.1K | 0.03% | −1,000−40.0% | Reduced |
| SJS Investment Consulting Inc. | 1,571 | $64.9K | 0.02% | +98+6.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,576 | $65.0K | 0.04% | −190−10.8% | Reduced |
| Accel Wealth Management | 1,603 | $66.2K | 0.03% | +122+8.2% | Added |
| Key Financial Inc | 1,657 | $66.6K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,620 | $67.0K | 0.00% | +22+1.4% | Added |
| Bogart Wealth, LLC | 1,624 | $67.1K | 0.00% | −205−11.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,642 | $68.0K | 0.03% | −6−0.4% | Reduced |
| Accurate Wealth Management, LLC | 1,614 | $68.4K | 0.03% | +1,614 | New |
| Pacifica Partners Inc. | 1,710 | $70.2K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,718 | $70.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 1,732 | $71.5K | 0.03% | +1,732 | New |
| Earnest Partners LLC | 1,761 | $72.7K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,764 | $73.0K | 0.03% | +11+0.6% | Added |
| Adirondack Trust Co | 1,779 | $73.5K | 0.04% | −766−30.1% | Reduced |
| Endurance Wealth Management, Inc. | 1,785 | $74.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,800 | $74.3K | 0.05% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,805 | $74.5K | 0.01% | +1,805 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,851 | $76.4K | 0.04% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,900 | $78.5K | 0.06% | +1,900 | New |
| Laffer Tengler Investments | 1,903 | $78.6K | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,919 | $79.0K | 0.08% | −542−22.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $79.0K | 0.01% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 29,462 | $82.3K | 0.05% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 2,000 | $82.6K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,021 | $83.4K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,061 | $85.1K | 0.01% | −1,050−33.8% | Reduced |
| St Germain D J Co Inc | 298,777 | $85.5K | 0.03% | +830.0% | Added |