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 |
|---|---|---|---|---|---|
| Gratus Capital LLC | 4,984 | $205.8K | 0.02% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 4,980 | $206.0K | 0.03% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,998 | $206.4K | 0.03% | +4,998 | New |
| Puzo Michael J | 5,000 | $206.4K | 0.07% | 00.0% | Unchanged |
| Shay Capital LLC | 5,000 | $206.4K | 0.13% | +5,000 | New |
| Key Client Fiduciary Advisors, LLC | 5,016 | $207.1K | 0.14% | +5,016 | New |
| Guardian Wealth Advisors, LLC | 5,057 | $208.8K | 0.04% | +5,057 | New |
| AlphaCore Capital LLC | 5,060 | $208.9K | 0.08% | −4−0.1% | Reduced |
| Amarillo National Bank | 5,066 | $209.2K | 0.05% | −840−14.2% | Reduced |
| Curated Wealth Partners LLC | 5,066 | $209.2K | 0.05% | +5,066 | New |
| Family Management Corp | 5,073 | $209.5K | 0.05% | +5,073 | New |
| Defender Capital, LLC. | 5,074 | $209.5K | 0.08% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,084 | $209.9K | 0.05% | +5,084 | New |
| Hamilton Capital, LLC | 5,087 | $210.0K | 0.01% | +5,087 | New |
| Augustine Asset Management Inc | 5,088 | $210.1K | 0.12% | +5,088 | New |
| First Western Trust Bank | 5,091 | $210.2K | 0.01% | +5,091 | New |
| O'Rourke & Company, Inc | 5,100 | $211.0K | 0.17% | +5,100 | New |
| Burt Wealth Advisors | 5,117 | $211.3K | 0.07% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 5,121 | $211.4K | 0.07% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,124 | $211.6K | 0.02% | +5,124 | New |
| IFG Advisory, LLC | 5,141 | $212.0K | 0.02% | −3,402−39.8% | Reduced |
| Aspireon Wealth Advisors | 5,124 | $212.0K | 0.11% | +20.0% | Added |
| SPC Financial, Inc. | 5,150 | $212.6K | 0.03% | +5,150 | New |
| Juncture Wealth Strategies, LLC | 5,160 | $213.1K | 0.10% | +5,160 | New |
| Buckley Wealth Management, LLC | 5,169 | $213.4K | 0.08% | −79−1.5% | Reduced |
| Hills Bank & Trust Co | 5,196 | $214.0K | 0.03% | −3−0.1% | Reduced |
| OneAscent Wealth Management LLC | 5,186 | $214.0K | 0.10% | 00.0% | Unchanged |
| Middleton & Co Inc | 5,210 | $214.7K | 0.03% | +205+4.1% | Added |
| Pegasus Asset Management, Inc. | 5,255 | $217.0K | 0.12% | +40+0.8% | Added |
| Deltec Asset Management LLC | 5,260 | $217.2K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,269 | $217.6K | 0.06% | +133+2.6% | Added |
| Indiana Trust & Investment Management CO | 5,290 | $218.0K | 0.12% | −1,133−17.6% | Reduced |
| Silverlake Wealth Management LLC | 5,292 | $218.5K | 0.14% | −376−6.6% | Reduced |
| Klingenstein Fields & Co LP | 5,295 | $218.6K | 0.01% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 5,295 | $218.6K | 0.13% | −100−1.9% | Reduced |
| Constitution Capital LLC | 5,300 | $218.8K | 0.14% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 5,300 | $218.8K | 0.22% | +50+1.0% | Added |
| Camden National Bank | 5,298 | $219.0K | 0.05% | −1,000−15.9% | Reduced |
| Wade G W & Inc | 5,319 | $220.0K | 0.01% | +259+5.1% | Added |
| Kapstone Financial Advisors LLC | 4,662 | $220.2K | 0.20% | +4,662 | New |
| Quent Capital, LLC | 5,337 | $220.4K | 0.04% | +619+13.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,340 | $220.5K | 0.01% | −3,177−37.3% | Reduced |
| Denver Wealth Management, Inc. | 5,363 | $221.0K | 0.17% | +27+0.5% | Added |
| CFO4Life Group, LLC | 5,354 | $221.1K | 0.05% | +107+2.0% | Added |
| CFO4Life, L.P. | 5,354 | $221.1K | 0.05% | +5,354 | New |
| Weaver Consulting Group | 5,364 | $221.5K | 0.11% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,377 | $222.0K | 0.04% | +5,377 | New |
| Pegasus Partners Ltd. | 5,389 | $222.5K | 0.04% | −1,964−26.7% | Reduced |
| Matrix Private Capital Group LLC | 5,395 | $222.8K | 0.15% | −91−1.7% | Reduced |
| Summit Global Investments | 5,410 | $223.0K | 0.02% | −72−1.3% | Reduced |
| Buckingham Strategic Partners | 5,417 | $223.7K | 0.02% | −14,840−73.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,431 | $224.2K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5,482 | $225.0K | 0.02% | +40+0.7% | Added |
| Bridgewealth Advisory Group, LLC | 5,454 | $225.2K | 0.44% | +5,454 | New |
| StoneX Group Inc. | 5,458 | $225.3K | 0.03% | +5,458 | New |
| Moloney Securities Asset Management, LLC | 5,463 | $225.6K | 0.05% | +119+2.2% | Added |
| HHM Wealth Advisors, LLC | 5,471 | $225.9K | 0.05% | 00.0% | Unchanged |
| Verum Partners LLC | 5,480 | $226.3K | 0.28% | +5,480 | New |
| MSH Capital Advisors LLC | 5,482 | $226.3K | 0.10% | +62+1.1% | Added |
| Tucker Asset Management LLC | 5,488 | $226.8K | 0.07% | +1,010+22.6% | Added |
| Atlantic Trust, LLC | 5,481 | $227.0K | 0.08% | +5,370+4,837.8% | Added |
| Financial Advocates Investment Management | 5,498 | $227.0K | 0.02% | −478−8.0% | Reduced |
| Willis Johnson & Associates, Inc. | 5,503 | $227.2K | 0.03% | +436+8.6% | Added |
| Capital Planning Advisors, LLC | 5,533 | $228.5K | 0.05% | +5,533 | New |
| Powers Advisory Group, LLC | 5,535 | $228.5K | 0.17% | +24+0.4% | Added |
| BlackDiamond Wealth Management Inc. | 5,410 | $229.2K | 0.26% | −122−2.2% | Reduced |
| Patton Albertson Miller Group, LLC | 5,553 | $229.3K | 0.04% | −1,175−17.5% | Reduced |
| Advisory Alpha, LLC | 5,570 | $230.0K | 0.02% | +92+1.7% | Added |
| Detalus Advisors, LLC | 5,600 | $231.2K | 0.11% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 5,603 | $231.3K | 0.11% | +165+3.0% | Added |
| Court Place Advisors, LLC | 5,620 | $232.1K | 0.08% | −1,531−21.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,625 | $232.3K | 0.03% | +245+4.6% | Added |
| Boston Financial Mangement LLC | 5,643 | $233.0K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 5,644 | $233.0K | 0.07% | +6+0.1% | Added |
| Washington Trust Advisors, Inc. | 5,656 | $233.5K | 0.03% | −4,829−46.1% | Reduced |
| Magnus Financial Group LLC | 5,656 | $233.5K | 0.04% | +17+0.3% | Added |
| Allegheny Financial Group LTD | 5,661 | $233.7K | 0.10% | +411+7.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $234.0K | 0.14% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 5,668 | $234.0K | 0.20% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 5,677 | $234.4K | 0.03% | 00.0% | Unchanged |
| Ballast, Inc. | 5,690 | $234.9K | 0.10% | −1,865−24.7% | Reduced |
| Patten & Patten Inc | 5,689 | $235.0K | 0.02% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 5,711 | $235.8K | 0.14% | −1,179−17.1% | Reduced |
| TCI Wealth Advisors, Inc. | 5,728 | $236.5K | 0.03% | +794+16.1% | Added |
| Syverson Strege & Co | 5,732 | $236.7K | 0.11% | +20.0% | Added |
| Mosaic Family Wealth Partners, LLC | 5,737 | $236.9K | 0.07% | +5,737 | New |
| Guyasuta Investment Advisors Inc | 5,752 | $237.5K | 0.02% | −1,235−17.7% | Reduced |
| Atom Investors LP | 5,754 | $237.6K | 0.12% | −1,954−25.4% | Reduced |
| Baron Wealth Management LLC | 5,775 | $238.4K | 0.18% | +5,775 | New |
| CWA Asset Management Group, LLC | 5,782 | $238.7K | 0.02% | +782+15.6% | Added |
| First County Bank | 5,789 | $239.0K | 0.11% | +5,789 | New |
| LFA - Lugano Financial Advisors SA | 5,852 | $241.6K | 0.18% | −5,852−50.0% | Reduced |
| Novare Capital Management LLC | 5,859 | $241.9K | 0.03% | −3,200−35.3% | Reduced |
| Acorn Wealth Advisors, LLC | 5,854 | $242.0K | 0.19% | −263−4.3% | Reduced |
| Berger Financial Group, Inc | 5,872 | $242.4K | 0.03% | −544−8.5% | Reduced |
| Kesler, Norman & Wride, LLC | 5,892 | $243.3K | 0.06% | −195−3.2% | Reduced |
| Salomon & Ludwin, LLC | 5,894 | $243.4K | 0.03% | +813+16.0% | Added |
| Catalyst Financial Partners LLC | 5,896 | $243.4K | 0.13% | +5,896 | New |
| Beta Wealth Group, Inc. | 5,900 | $243.6K | 0.16% | +5,900 | New |
| Encompass Wealth Advisors, LLC | 5,915 | $244.2K | 0.09% | +8+0.1% | Added |