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 |
|---|---|---|---|---|---|
| FirstPurpose Wealth LLC | 5,945 | $245.5K | 0.14% | +159+2.7% | Added |
| Lawson Kroeker Investment Management Inc | 5,975 | $246.7K | 0.08% | −325−5.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,996 | $247.6K | 0.08% | +5,996 | New |
| Park National Corp | 6,002 | $247.8K | 0.01% | −1,145−16.0% | Reduced |
| Bryn Mawr Trust Co | 6,000 | $248.0K | 0.01% | −100−1.6% | Reduced |
| Fenimore Asset Management Inc | 6,000 | $248.0K | 0.01% | +6,000 | New |
| Wallace Capital Management Inc. | 6,010 | $248.2K | 0.04% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 6,027 | $248.9K | 0.12% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,037 | $249.3K | 0.04% | +6,037 | New |
| SeaBridge Investment Advisors LLC | 6,045 | $249.6K | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 6,056 | $250.1K | 0.03% | +880+17.0% | Added |
| Western Pacific Wealth Management, LP | 6,060 | $250.2K | 0.21% | +1,650+37.4% | Added |
| Mirabella Financial Services LLP | 6,070 | $250.6K | 0.02% | −17,302−74.0% | Reduced |
| Ullmann Financial Group, Inc. | 6,081 | $251.1K | 0.06% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 6,099 | $251.8K | 0.13% | +669+12.3% | Added |
| Independence Bank of Kentucky | 6,115 | $252.0K | 0.11% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 6,100 | $252.0K | 0.00% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,104 | $252.0K | 0.06% | +6,104 | New |
| Agate Pass Investment Management, LLC | 6,125 | $252.9K | 0.18% | −1,425−18.9% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 6,132 | $253.2K | 0.06% | −210−3.3% | Reduced |
| Investment Advisory Group, LLC | 6,171 | $254.8K | 0.16% | −72−1.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 6,172 | $254.9K | 0.02% | −3,701−37.5% | Reduced |
| Ropes Wealth Advisors LLC | 6,173 | $254.9K | 0.05% | +698+12.7% | Added |
| Trustmark National Bank Trust Department | 6,199 | $256.0K | 0.02% | −180−2.8% | Reduced |
| CKW Financial Group | 6,200 | $256.0K | 0.04% | −300−4.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 6,202 | $256.1K | 0.20% | +27+0.4% | Added |
| FSB Premier Wealth Management, Inc. | 6,205 | $256.2K | 0.14% | +1,209+24.2% | Added |
| Calton & Associates, Inc. | 6,216 | $256.7K | 0.10% | +1,170+23.2% | Added |
| Adviser Investments LLC | 6,038 | $258.1K | 0.01% | −1,164−16.2% | Reduced |
| Duncker Streett & Co Inc | 6,256 | $258.3K | 0.06% | −620−9.0% | Reduced |
| Brave Asset Management Inc | 6,301 | $260.2K | 0.09% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 6,303 | $260.3K | 0.10% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,303 | $260.3K | 0.02% | +6,303 | New |
| Heritage Investment Group, Inc. | 6,332 | $261.0K | 0.08% | −369−5.5% | Reduced |
| Main Street Financial Solutions, LLC | 6,315 | $261.3K | 0.04% | +563+9.8% | Added |
| Concord Wealth Partners | 6,352 | $262.3K | 0.08% | −187−2.9% | Reduced |
| Keel Point, LLC | 6,362 | $262.7K | 0.04% | +402+6.7% | Added |
| CMG Global Holdings, LLC | 6,365 | $262.8K | 0.25% | +20.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 6,395 | $264.0K | 0.13% | +232+3.8% | Added |
| Intelligence Driven Advisers, LLC | 6,205 | $265.6K | 0.05% | +432+7.5% | Added |
| Krilogy Financial LLC | 6,463 | $266.9K | 0.03% | −2,943−31.3% | Reduced |
| Grove Bank & Trust | 6,470 | $267.0K | 0.06% | −1,900−22.7% | Reduced |
| Nexus Investment Management ULC | 6,500 | $268.4K | 0.03% | −2,500−27.8% | Reduced |
| Spirit of America Management Corp | 6,500 | $268.4K | 0.06% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,503 | $268.5K | 0.08% | −2,931−31.1% | Reduced |
| Americana Partners, LLC | 6,510 | $268.8K | 0.05% | +19+0.3% | Added |
| LBMC Investment Advisors, LLC | 6,556 | $270.7K | 0.03% | −5−0.1% | Reduced |
| Means Investment Co., Inc. | 6,562 | $270.9K | 0.05% | −561−7.9% | Reduced |
| Credential Qtrade Securities Inc. | 6,584 | $271.9K | 0.02% | +854+14.9% | Added |
| City State Bank | 6,579 | $272.0K | 0.17% | −5,544−45.7% | Reduced |
| Westhampton Capital, LLC | 6,590 | $272.1K | 0.18% | 00.0% | Unchanged |
| Glassman Wealth Services | 6,590 | $272.1K | 0.05% | +400+6.5% | Added |
| Van Cleef Asset Management,Inc | 6,598 | $272.4K | 0.04% | −247−3.6% | Reduced |
| Security Asset Management | 6,600 | $272.5K | 0.15% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,601 | $273.0K | 0.02% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 6,603 | $273.0K | 0.00% | +6,603 | New |
| Unionview, LLC | 6,635 | $274.0K | 0.27% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 6,650 | $274.6K | 0.12% | +4+0.1% | Added |
| David R. Rahn & Associates Inc. | 6,660 | $275.0K | 0.14% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 6,687 | $276.1K | 0.04% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 6,698 | $276.6K | 0.06% | 00.0% | Unchanged |
| Papp L Roy & Associates | 6,700 | $276.6K | 0.04% | −88−1.3% | Reduced |
| Icon Wealth Advisors, LLC | 6,712 | $277.1K | 0.03% | +450+7.2% | Added |
| Wagner Wealth Management, LLC | 6,715 | $277.2K | 0.17% | +489+7.9% | Added |
| Sand Hill Global Advisors, LLC | 6,718 | $277.4K | 0.02% | −214−3.1% | Reduced |
| Vista Private Wealth Partners. LLC | 6,728 | $277.8K | 0.13% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 9,221 | $278.3K | 0.04% | +386+4.4% | Added |
| M&R Capital Management Inc | 6,777 | $279.9K | 0.08% | −955−12.4% | Reduced |
| Fruth Investment Management | 6,818 | $281.0K | 0.08% | 00.0% | Unchanged |
| Founders Capital Management | 6,813 | $281.0K | 0.21% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 6,869 | $283.6K | 0.01% | +6,869 | New |
| Successful Portfolios LLC | 6,873 | $284.0K | 0.19% | −164−2.3% | Reduced |
| Capital Advisors Inc | 6,879 | $284.0K | 0.01% | +6,879 | New |
| Silvia McColl Wealth Management, LLC | 6,888 | $284.4K | 0.28% | +6,888 | New |
| John W. Brooker & Co., CPAs | 6,904 | $285.1K | 0.19% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,904 | $285.1K | 0.20% | +487+7.6% | Added |
| Seven Eight Capital, LP | 6,911 | $285.4K | 0.07% | −38,516−84.8% | Reduced |
| Sanford Advisory Services, LLC | 6,930 | $286.1K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,947 | $286.8K | 0.02% | −128−1.8% | Reduced |
| Evolution Advisers, Inc. | 6,972 | $287.0K | 0.22% | −655−8.6% | Reduced |
| Avion Wealth | 7,148 | $287.0K | 0.09% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 6,987 | $288.0K | 0.12% | +6,987 | New |
| Woodstock Corp | 6,984 | $288.4K | 0.04% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 6,987 | $288.5K | 0.17% | +20.0% | Added |
| SNS Financial Group, LLC | 6,987 | $288.5K | 0.04% | +172+2.5% | Added |
| Kearns & Associates LLC | 7,000 | $289.0K | 0.30% | +7,000 | New |
| Enterprise Financial Services Corp | 7,011 | $289.5K | 0.20% | −78−1.1% | Reduced |
| Well Done, LLC | 7,037 | $290.5K | 0.06% | −96−1.3% | Reduced |
| Nwam LLC | 7,085 | $292.6K | 0.03% | +190+2.8% | Added |
| ERTS Wealth Advisors, LLC | 7,098 | $293.1K | 0.08% | −675−8.7% | Reduced |
| Ausdal Financial Partners, Inc. | 7,131 | $294.4K | 0.04% | −722−9.2% | Reduced |
| FLC Capital Advisors | 7,146 | $295.1K | 0.09% | −641−8.2% | Reduced |
| Lynch & Associates | 7,164 | $295.8K | 0.08% | 00.0% | Unchanged |
| Wealth Effects LLC | 7,173 | $296.2K | 0.17% | −811−10.2% | Reduced |
| MONECO Advisors, LLC | 7,176 | $296.3K | 0.11% | +30.0% | Added |
| Legacy Financial Advisors, Inc. | 7,180 | $296.5K | 0.06% | −713−9.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,219 | $298.1K | 0.11% | +10+0.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,231 | $298.6K | 0.16% | +309+4.5% | Added |
| Buttonwood Financial Advisors Inc. | 7,237 | $298.8K | 0.25% | +66+0.9% | Added |
| Wealth Architects, LLC | 7,265 | $300.0K | 0.06% | +128+1.8% | Added |