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 |
|---|---|---|---|---|---|
| Vicus Capital | 8,906 | $367.7K | 0.04% | −642−6.7% | Reduced |
| Delta Investment Management, LLC | 8,918 | $368.2K | 0.12% | +1,544+20.9% | Added |
| Petrus Trust Company, LTA | 8,918 | $368.2K | 0.05% | +8,918 | New |
| MKT Advisors LLC | 8,643 | $369.4K | 0.28% | +188+2.2% | Added |
| Mycio Wealth Partners, LLC | 8,949 | $369.5K | 0.12% | 00.0% | Unchanged |
| X-Square Capital, LLC | 8,956 | $370.0K | 0.21% | −732−7.6% | Reduced |
| Titleist Asset Management, Ltd. | 8,973 | $370.5K | 0.09% | −2,669−22.9% | Reduced |
| Monticello Wealth Management, LLC | 8,976 | $370.6K | 0.04% | +20.0% | Added |
| Royal Fund Management, LLC | 8,978 | $370.7K | 0.06% | +42+0.5% | Added |
| Tranquilli Financial Advisor LLC | 8,994 | $371.4K | 0.28% | +1,791+24.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,002 | $371.7K | 0.06% | −5,128−36.3% | Reduced |
| Smith, Moore & Co. | 9,018 | $372.4K | 0.05% | −236−2.6% | Reduced |
| Colonial Trust Advisors | 9,042 | $373.3K | 0.05% | +69+0.8% | Added |
| Humankind Investments LLC | 9,067 | $374.4K | 0.16% | −207−2.2% | Reduced |
| Visionary Wealth Advisors | 9,079 | $375.0K | 0.03% | +1,642+22.1% | Added |
| Sippican Capital Advisors | 9,111 | $376.0K | 0.36% | −25−0.3% | Reduced |
| Hudock, Inc. | 9,174 | $378.8K | 0.13% | −1,157−11.2% | Reduced |
| Wayfinding Financial, LLC | 7,058 | $379.0K | 0.30% | −64−0.9% | Reduced |
| Alpha Family Trust | 9,185 | $379.2K | 0.34% | +2,000+27.8% | Added |
| Tributary Capital Management, LLC | 9,200 | $380.0K | 0.04% | +1,575+20.7% | Added |
| Institute for Wealth Management, LLC. | 9,217 | $380.6K | 0.08% | +704+8.3% | Added |
| Doliver Advisors, LP | 9,220 | $380.7K | 0.13% | −50−0.5% | Reduced |
| Bank of the West | 9,273 | $382.9K | 0.05% | +68+0.7% | Added |
| Texas Capital Bancshares Inc | 9,357 | $386.4K | 0.27% | +20+0.2% | Added |
| WealthShield Partners, LLC | 9,380 | $387.3K | 0.07% | −76−0.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,381 | $387.3K | 0.29% | 00.0% | Unchanged |
| PVG Asset Management Corp | 9,386 | $387.5K | 1.71% | +9,386 | New |
| Cassaday & Co Wealth Management LLC | 9,394 | $387.9K | 0.02% | +9,394 | New |
| Occidental Asset Management, LLC | 9,411 | $388.6K | 0.11% | +3,913+71.2% | Added |
| LMG Wealth Partners, LLC | 8,832 | $389.7K | 0.13% | +8,832 | New |
| Gladstone Institutional Advisory LLC | 9,498 | $392.2K | 0.03% | −1,293−12.0% | Reduced |
| Regatta Capital Group, LLC | 9,528 | $393.4K | 0.14% | +384+4.2% | Added |
| Prentiss Smith & Co Inc | 9,544 | $394.1K | 0.36% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 9,562 | $394.8K | 0.08% | +843+9.7% | Added |
| Fairview Capital Investment Management, LLC | 9,583 | $395.7K | 0.03% | −216−2.2% | Reduced |
| Advisors Management Group Inc | 9,591 | $396.0K | 0.15% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 8,046 | $396.0K | 0.04% | −8,142−50.3% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $396.2K | 0.10% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 9,633 | $398.0K | 0.42% | +13+0.1% | Added |
| Wallace Advisory Group, LLC | 9,709 | $400.9K | 0.32% | +9,709 | New |
| Boston Trust Walden Corp | 9,711 | $401.0K | 0.00% | −1,550−13.8% | Reduced |
| Stevens Capital Management LP | 9,716 | $401.0K | 0.25% | +9,716 | New |
| ASB Consultores, LLC | 9,733 | $401.9K | 0.17% | +1,050+12.1% | Added |
| HighTower Trust Services, LTA | 9,779 | $402.1K | 0.04% | −918−8.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 9,756 | $403.0K | 0.00% | +8,310+574.7% | Added |
| Bray Capital Advisors | 9,776 | $403.6K | 0.13% | +6+0.1% | Added |
| Clear Creek Financial Management, LLC | 9,803 | $404.8K | 0.09% | −1,488−13.2% | Reduced |
| Peak Planning Group, LLC | 9,854 | $406.9K | 0.36% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 9,865 | $407.3K | 0.10% | +9,865 | New |
| LVW Advisors, LLC | 9,886 | $408.2K | 0.09% | +1,928+24.2% | Added |
| Alta Advisers Ltd | 9,900 | $409.0K | 0.24% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 9,923 | $409.7K | 0.02% | −573−5.5% | Reduced |
| Pacific Global Investment Management CO | 9,932 | $410.1K | 0.09% | +706+7.7% | Added |
| RB Capital Management, LLC | 9,942 | $410.5K | 0.15% | −186−1.8% | Reduced |
| Contravisory Investment Management, Inc. | 9,955 | $411.0K | 0.11% | +1,184+13.5% | Added |
| Zuckerman Investment Group, LLC | 9,968 | $411.6K | 0.07% | 00.0% | Unchanged |
| Monument Capital Management | 9,975 | $411.9K | 0.14% | −2,853−22.2% | Reduced |
| Evolution Capital Management LLC | 10,000 | $412.9K | 1.43% | +10,000 | New |
| First PREMIER Bank | 9,995 | $413.0K | 0.13% | +1,200+13.6% | Added |
| Clal Insurance Enterprises Holdings Ltd | 10,000 | $413.0K | 0.01% | +10,000 | New |
| Headlands Technologies LLC | 9,999 | $413.0K | 0.33% | +9,999 | New |
| Warren Averett Asset Management, LLC | 10,068 | $415.7K | 0.02% | −503−4.8% | Reduced |
| Aspen Investment Management Inc | 10,080 | $416.0K | 0.27% | −11−0.1% | Reduced |
| Intrua Financial, LLC | 9,740 | $418.3K | 0.10% | −2,107−17.8% | Reduced |
| Colony Family Offices, LLC | 10,150 | $419.1K | 0.17% | −14−0.1% | Reduced |
| Astoria Strategic Wealth, Inc. | 10,157 | $419.4K | 0.18% | +10,157 | New |
| Punch & Associates Investment Management, Inc. | 10,160 | $419.5K | 0.03% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 10,168 | $419.8K | 0.37% | +49+0.5% | Added |
| Journey Strategic Wealth LLC | 10,177 | $420.2K | 0.05% | −5,091−33.3% | Reduced |
| AM Squared Ltd | 10,200 | $421.2K | 0.28% | +10,200 | New |
| HCR Wealth Advisors | 10,217 | $421.9K | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,220 | $422.0K | 0.05% | +10,220 | New |
| Capital International Sarl | 10,236 | $422.6K | 0.03% | +10,236 | New |
| Stephenson National Bank & Trust | 10,248 | $423.0K | 0.27% | 00.0% | Unchanged |
| Athena Investment Management | 10,267 | $423.9K | 0.31% | −120−1.2% | Reduced |
| Ssi Investment Management LLC | 10,304 | $425.5K | 0.03% | −8−0.1% | Reduced |
| West Branch Capital LLC | 10,305 | $425.5K | 0.26% | +30.0% | Added |
| Fort Point Capital Partners LLC | 10,331 | $426.6K | 0.08% | −7,220−41.1% | Reduced |
| Money Concepts Capital Corp | 10,339 | $426.9K | 0.02% | +9,733+1,606.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,359 | $427.7K | 0.03% | +4,439+75.0% | Added |
| Crawford Investment Counsel Inc | 10,397 | $429.3K | 0.01% | +2,203+26.9% | Added |
| Tarbox Family Office, Inc. | 10,404 | $429.6K | 0.09% | −10.0% | Reduced |
| Delta Financial Group, Inc. | 10,522 | $432.0K | 0.19% | +10,522 | New |
| Prelude Capital Management, LLC | 10,479 | $432.7K | 0.03% | −58,675−84.8% | Reduced |
| Pangea Capital Gestao de Recursos Ltda. | 10,500 | $433.5K | 0.39% | +10,500 | New |
| Capital Square, LLC | 10,506 | $433.8K | 0.39% | −40,000−79.2% | Reduced |
| Providence Capital Advisors, LLC | 10,519 | $434.3K | 0.12% | −154−1.4% | Reduced |
| Flagstone Financial Management | 10,553 | $435.8K | 0.27% | +10,553 | New |
| First Dallas Securities Inc. | 10,550 | $436.0K | 0.26% | −500−4.5% | Reduced |
| Coastal Bridge Advisors, LLC | 10,563 | $436.1K | 0.12% | +200+1.9% | Added |
| Davis R M Inc | 10,584 | $437.0K | 0.01% | −2,136−16.8% | Reduced |
| All Terrain Financial Advisors, LLC | 10,592 | $437.3K | 0.22% | −606−5.4% | Reduced |
| Harbor Investment Advisory, LLC | 10,593 | $437.4K | 0.07% | +176+1.7% | Added |
| Hikari Tsushin, Inc. | 10,631 | $439.0K | 0.05% | 00.0% | Unchanged |
| Security National Bank of So Dak | 10,623 | $439.0K | 0.32% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 10,639 | $439.0K | 0.01% | +190+1.8% | Added |
| Platform Technology Partners | 10,664 | $440.3K | 0.23% | −300−2.7% | Reduced |
| Keystone Financial Group | 10,671 | $440.6K | 0.09% | −132−1.2% | Reduced |
| CX Institutional | 10,691 | $441.4K | 0.03% | +1,007+10.4% | Added |
| McCarthy Asset Management, Inc. | 10,696 | $441.6K | 0.31% | −212−1.9% | Reduced |