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 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 7,268 | $300.0K | 0.37% | −250−3.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,259 | $300.0K | 0.26% | +18+0.2% | Added |
| Zullo Investment Group, Inc. | 7,287 | $300.9K | 0.18% | +163+2.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 7,300 | $301.0K | 0.27% | −3,600−33.0% | Reduced |
| Meeder Asset Management Inc | 7,290 | $301.0K | 0.03% | −47,688−86.7% | Reduced |
| Richard W. Paul & Associates, LLC | 7,378 | $304.7K | 0.15% | +7,378 | New |
| UMA Financial Services, Inc. | 6,855 | $304.7K | 0.08% | +61+0.9% | Added |
| E Fund Management Co., Ltd. | 7,377 | $305.0K | 0.03% | −304−4.0% | Reduced |
| Arrow Financial Corp | 7,385 | $305.0K | 0.04% | −175−2.3% | Reduced |
| Bridge Creek Capital Management LLC | 7,400 | $305.5K | 0.12% | −300−3.9% | Reduced |
| Cowa, LLC | 7,400 | $305.5K | 0.19% | +600+8.8% | Added |
| New Jersey Better Educational Savings Trust | 7,401 | $305.6K | 0.90% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 7,414 | $306.1K | 0.06% | −37−0.5% | Reduced |
| Guardian Wealth Management, Inc. | 7,434 | $307.0K | 0.30% | −5,867−44.1% | Reduced |
| E&G Advisors, LP | 7,448 | $307.5K | 0.12% | 00.0% | Unchanged |
| Intrust Bank NA | 7,453 | $307.7K | 0.04% | −24−0.3% | Reduced |
| STAR Financial Bank | 7,457 | $307.9K | 0.31% | +7,457 | New |
| Founders Financial Alliance, LLC | 7,492 | $309.4K | 0.14% | −47−0.6% | Reduced |
| Magnolia Capital Management Ltd | 7,500 | $310.0K | 0.30% | 00.0% | Unchanged |
| Bailard, Inc. | 7,508 | $310.0K | 0.01% | −2,669−26.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,515 | $310.3K | 0.04% | +7,515 | New |
| OneAscent Financial Services LLC | 7,558 | $312.0K | 0.13% | +7,558 | New |
| Howland Capital Management LLC | 7,567 | $312.4K | 0.02% | +162+2.2% | Added |
| CVA Family Office, LLC | 7,627 | $314.9K | 0.08% | −680−8.2% | Reduced |
| Plancorp, LLC | 7,641 | $315.5K | 0.02% | −814−9.6% | Reduced |
| Sender Co & Partners, Inc. | 7,654 | $316.0K | 0.48% | +7,654 | New |
| Twin Focus Capital Partners, LLC | 7,656 | $316.1K | 0.07% | −75−1.0% | Reduced |
| Greenspring Advisors, LLC | 7,709 | $318.3K | 0.08% | +656+9.3% | Added |
| Latitude Advisors, LLC | 7,731 | $319.2K | 0.24% | −1,084−12.3% | Reduced |
| Seelaus Asset Management LLC | 7,761 | $320.0K | 0.24% | +7,761 | New |
| Core Wealth Partners LLC | 28,914 | $320.1K | 0.40% | +28,914 | New |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $320.6K | 0.08% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,765 | $320.6K | 0.03% | +21+0.3% | Added |
| Boothbay Fund Management, LLC | 7,765 | $320.6K | 0.01% | +7,765 | New |
| BancorpSouth Bank | 7,770 | $320.8K | 0.03% | −292−3.6% | Reduced |
| Confluence Wealth Services, Inc. | 7,773 | $320.9K | 0.08% | −1,006−11.5% | Reduced |
| Marietta Investment Partners LLC | 7,800 | $322.1K | 0.09% | −45−0.6% | Reduced |
| Atwood & Palmer Inc | 7,800 | $322.1K | 0.03% | 00.0% | Unchanged |
| Claar Advisors LLC | 7,800 | $322.1K | 0.14% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,801 | $322.1K | 0.03% | −3,381−30.2% | Reduced |
| Summit X, LLC | 8,223 | $322.1K | 0.09% | −1,285−13.5% | Reduced |
| Weil Company, Inc. | 7,809 | $322.4K | 0.15% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 7,846 | $323.0K | 0.05% | +10.0% | Added |
| First Citizens Financial Corp | 7,813 | $323.0K | 0.28% | +200+2.6% | Added |
| Achmea Investment Management B.V. | 8,352 | $323.0K | 0.01% | +1,185+16.5% | Added |
| Mechanics Bank Trust Department | 7,825 | $323.1K | 0.06% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 7,864 | $324.7K | 0.09% | +394+5.3% | Added |
| Front Row Advisors LLC | 7,879 | $325.0K | 0.17% | +71+0.9% | Added |
| Ghe, LLC | 7,923 | $327.0K | 0.31% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 7,965 | $328.9K | 0.02% | +871+12.3% | Added |
| Cambridge Advisors Inc. | 7,974 | $329.2K | 0.09% | −78−1.0% | Reduced |
| Quarry LP | 7,975 | $329.3K | 0.36% | +7,975 | New |
| Cornerstone Advisory, LLC | 7,980 | $329.5K | 0.06% | −466−5.5% | Reduced |
| Donaldson Capital Management, LLC | 7,980 | $329.5K | 0.02% | +503+6.7% | Added |
| Planning Center, Inc. | 7,981 | $329.5K | 0.10% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 7,985 | $329.7K | 0.11% | −277−3.4% | Reduced |
| Boston Common Asset Management, LLC | 7,985 | $330.0K | 0.02% | −5,275−39.8% | Reduced |
| Sky Investment Group LLC | 8,004 | $330.0K | 0.08% | +1,245+18.4% | Added |
| Gateway Wealth Partners, LLC | 7,999 | $330.3K | 0.06% | +7,999 | New |
| New Hampshire Trust | 8,005 | $330.5K | 0.09% | +8,005 | New |
| Piscataqua Savings Bank | 8,021 | $331.1K | 0.28% | −42−0.5% | Reduced |
| Old West Investment Management, LLC | 8,037 | $331.8K | 0.21% | 00.0% | Unchanged |
| West Wealth Group, LLC | 8,046 | $332.2K | 0.17% | +21+0.3% | Added |
| Cutler Investment Counsel LLC | 8,047 | $332.3K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 8,047 | $333.0K | 0.10% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 8,100 | $334.4K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 8,166 | $337.2K | 0.36% | +8+0.1% | Added |
| Formidable Asset Management, LLC | 8,193 | $338.0K | 0.08% | +167+2.1% | Added |
| Astoria Portfolio Advisors LLC. | 7,697 | $338.1K | 0.16% | −549−6.7% | Reduced |
| First National Bank & Trust Co of Newtown | 8,196 | $338.4K | 0.08% | +817+11.1% | Added |
| Cohen Capital Management, Inc. | 8,274 | $341.6K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,304 | $342.9K | 0.07% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 8,320 | $343.5K | 0.10% | −3,530−29.8% | Reduced |
| Alpha Financial Advisors, LLC | 8,357 | $345.1K | 0.30% | +8,357 | New |
| Callan Capital, LLC | 8,384 | $346.2K | 0.04% | +8,384 | New |
| Nichols & Pratt Advisers LLP | 8,400 | $346.8K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8,404 | $347.0K | 0.05% | −230−2.7% | Reduced |
| Sawgrass Asset Management LLC | 8,440 | $348.5K | 0.05% | −25−0.3% | Reduced |
| Zacks Investment Management | 8,470 | $349.7K | 0.00% | −544−6.0% | Reduced |
| Bollard Group LLC | 8,470 | $350.0K | 0.01% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 8,534 | $352.0K | 0.02% | −556−6.1% | Reduced |
| Schulhoff & Co Inc | 8,532 | $352.3K | 0.16% | +20.0% | Added |
| Van Strum & Towne Inc. | 8,564 | $353.6K | 0.15% | +2,000+30.5% | Added |
| S.A. Mason LLC | 8,636 | $356.6K | 0.27% | −500−5.5% | Reduced |
| Arete Wealth Advisors, LLC | 8,663 | $357.7K | 0.03% | −2,710−23.8% | Reduced |
| Integrated Investment Consultants, LLC | 8,672 | $358.1K | 0.12% | +3,107+55.8% | Added |
| Financial Engines Advisors L.L.C. | 8,672 | $358.1K | 0.00% | +84+1.0% | Added |
| L2 Asset Management, LLC | 8,702 | $359.3K | 0.23% | +1,116+14.7% | Added |
| Field & Main Bank | 8,729 | $360.4K | 0.23% | +395+4.7% | Added |
| Cim Investment Mangement Inc | 8,771 | $362.2K | 0.14% | −247−2.7% | Reduced |
| Lyell Wealth Management, LP | 8,785 | $362.7K | 0.06% | −291−3.2% | Reduced |
| First National Bank | 8,794 | $363.1K | 0.30% | −133−1.5% | Reduced |
| Manchester Capital Management LLC | 8,810 | $363.7K | 0.05% | −523−5.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 8,816 | $364.0K | 0.20% | +37+0.4% | Added |
| Campion Asset Management LLC | 8,825 | $364.4K | 0.36% | −610−6.5% | Reduced |
| Pacifica Capital Investments, LLC | 8,835 | $365.0K | 0.12% | −3,000−25.3% | Reduced |
| Waddell & Associates, LLC | 8,854 | $365.6K | 0.06% | +1,593+21.9% | Added |
| River Wealth Advisors LLC | 8,857 | $365.7K | 0.07% | −191−2.1% | Reduced |
| Altfest L J & Co Inc | 8,870 | $366.0K | 0.06% | −37−0.4% | Reduced |
| Sweet Financial Partners, LLC | 8,885 | $366.9K | 0.11% | +40+0.5% | Added |