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 |
|---|---|---|---|---|---|
| Sunflower Bank, N.A. | 10,725 | $443.0K | 0.10% | −614−5.4% | Reduced |
| Alliance Wealth Advisors, LLC | 10,808 | $446.3K | 0.37% | −565−5.0% | Reduced |
| Global Trust Asset Management, LLC | 10,819 | $446.7K | 0.23% | −527−4.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,827 | $447.0K | 0.12% | +1,350+14.2% | Added |
| LGT Financial Advisors LLC | 10,827 | $447.0K | 0.53% | +10,827 | New |
| Vontobel Asset Management Inc | 10,895 | $449.9K | 0.00% | −126−1.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 10,905 | $450.3K | 0.11% | −6,907−38.8% | Reduced |
| Aull & Monroe Investment Management Corp | 10,905 | $450.3K | 0.22% | −570−5.0% | Reduced |
| Pointe Capital Management LLC | 10,917 | $451.0K | 0.35% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 10,943 | $451.9K | 0.26% | −991−8.3% | Reduced |
| AXS Investments LLC | 10,956 | $452.4K | 0.16% | −2,670−19.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 10,975 | $453.0K | 0.31% | −3,842−25.9% | Reduced |
| Breakwater Capital Group | 11,007 | $454.5K | 0.24% | +11,007 | New |
| Eqis Capital Management, Inc. | 11,045 | $456.1K | 0.05% | −634−5.4% | Reduced |
| Personal Cfo Solutions, LLC | 11,082 | $457.6K | 0.10% | +1,189+12.0% | Added |
| Iron Horse Wealth Management, LLC | 11,225 | $463.0K | 0.25% | +7,907+238.3% | Added |
| Bank of Hawaii | 11,261 | $465.0K | 0.03% | +69+0.6% | Added |
| Highline Wealth Partners LLC | 11,294 | $466.3K | 0.34% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 11,295 | $466.4K | 0.05% | +129+1.2% | Added |
| Cahill Financial Advisors Inc | 11,333 | $467.9K | 0.09% | +59+0.5% | Added |
| Aj Wealth Strategies, LLC | 11,343 | $468.0K | 0.02% | +10+0.1% | Added |
| Basepoint Wealth LLC | 11,341 | $468.3K | 0.41% | +7+0.1% | Added |
| Radnor Capital Management, LLC | 11,023 | $470.0K | 0.11% | 00.0% | Unchanged |
| Trust Co of Vermont | 11,401 | $470.7K | 0.03% | +2,590+29.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,417 | $471.4K | 0.04% | −12−0.1% | Reduced |
| Graypoint LLC | 11,448 | $472.7K | 0.06% | +2,144+23.0% | Added |
| Beaton Management Co. Inc. | 11,448 | $473.0K | 0.32% | −160−1.4% | Reduced |
| Private Portfolio Partners LLC | 11,499 | $474.8K | 0.13% | +8+0.1% | Added |
| Icapital Wealth LLC | 11,500 | $474.8K | 0.37% | 00.0% | Unchanged |
| Premier Asset Management LLC | 11,518 | $475.6K | 0.60% | +635+5.8% | Added |
| Burke & Herbert Bank & Trust Co | 11,539 | $476.0K | 0.35% | −200−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,559 | $477.3K | 0.04% | −938−7.5% | Reduced |
| Douglas Lane & Associates, LLC | 11,625 | $480.0K | 0.01% | +300+2.6% | Added |
| Spinnaker Trust | 11,638 | $481.0K | 0.04% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 11,664 | $482.0K | 0.06% | −1,500−11.4% | Reduced |
| Iowa State Bank | 11,672 | $482.0K | 0.12% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 11,685 | $482.5K | 0.16% | −350−2.9% | Reduced |
| First Nebraska Trust Co | 11,698 | $483.0K | 0.06% | 00.0% | Unchanged |
| Leisure Capital Management | 11,738 | $484.7K | 0.25% | 00.0% | Unchanged |
| Farmers Trust Co | 11,754 | $485.0K | 0.11% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 11,754 | $485.3K | 0.06% | +1,992+20.4% | Added |
| Perennial Investment Advisors, LLC | 11,816 | $487.9K | 0.20% | +29+0.2% | Added |
| Dumont & Blake Investment Advisors LLC | 11,809 | $488.0K | 0.17% | +20.0% | Added |
| MCF Advisors LLC | 11,848 | $489.2K | 0.05% | +1,065+9.9% | Added |
| Gordian Capital Singapore Pte Ltd | 11,900 | $492.0K | 0.77% | +5,925+99.2% | Added |
| Jacobs & Co | 11,942 | $493.0K | 0.06% | +65+0.5% | Added |
| Kovack Advisors, Inc. | 11,950 | $493.4K | 0.07% | −2,330−16.3% | Reduced |
| Montecito Bank & Trust | 11,963 | $494.0K | 0.12% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 11,991 | $495.1K | 0.05% | −608−4.8% | Reduced |
| David Loasby | 11,597 | $495.7K | 0.07% | +838+7.8% | Added |
| Northeast Investment Management | 12,014 | $496.0K | 0.03% | −4,031−25.1% | Reduced |
| Anchor Investment Management, LLC | 12,049 | $497.5K | 0.07% | +486+4.2% | Added |
| South State Corp. | 12,054 | $497.7K | 0.05% | −26−0.2% | Reduced |
| London & Capital Asset Management Ltd | 12,131 | $500.9K | 0.05% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 12,180 | $502.9K | 0.11% | +1,015+9.1% | Added |
| Childress Capital Advisors, LLC | 12,215 | $504.4K | 0.17% | +595+5.1% | Added |
| Insigneo Advisory Services, LLC | 12,247 | $506.0K | 0.19% | +12,247 | New |
| Sebold Capital Management, Inc. | 12,272 | $506.7K | 0.42% | +12,272 | New |
| TCTC Holdings, LLC | 12,300 | $507.9K | 0.02% | +7,472+154.8% | Added |
| Webster Bank, N. A. | 12,345 | $510.0K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 12,375 | $511.0K | 0.04% | −320−2.5% | Reduced |
| Stelac Advisory Services LLC | 12,383 | $511.3K | 0.23% | 00.0% | Unchanged |
| Canandaigua National Corp | 12,405 | $512.0K | 0.09% | −416−3.2% | Reduced |
| Cutler Group LP | 12,448 | $513.0K | 0.06% | −502−3.9% | Reduced |
| C2C Wealth Management, LLC | 11,931 | $515.2K | 0.09% | −3,918−24.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 12,544 | $517.9K | 0.12% | 00.0% | Unchanged |
| Madison Wealth Management | 12,546 | $518.0K | 0.12% | −306−2.4% | Reduced |
| Jacobi Capital Management LLC | 12,586 | $519.7K | 0.06% | +790+6.7% | Added |
| Wealth Alliance | 12,616 | $520.9K | 0.09% | +982+8.4% | Added |
| Osborne Partners Capital Management, LLC | 12,649 | $522.3K | 0.04% | −27,102−68.2% | Reduced |
| Lakeside Advisors, INC. | 12,658 | $522.7K | 0.43% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 12,771 | $527.0K | 0.06% | −18−0.1% | Reduced |
| IPG Investment Advisors LLC | 12,789 | $528.1K | 0.15% | −250−1.9% | Reduced |
| Highlander Capital Management, LLC | 12,837 | $530.0K | 0.28% | −200−1.5% | Reduced |
| Woodmont Investment Counsel LLC | 12,864 | $531.2K | 0.06% | −813−5.9% | Reduced |
| Lindbrook Capital, LLC | 12,882 | $531.9K | 0.07% | +431+3.5% | Added |
| Pettyjohn, Wood & White, Inc | 12,880 | $532.0K | 0.13% | −449−3.4% | Reduced |
| Sheets Smith Wealth Management | 12,888 | $532.2K | 0.08% | +9+0.1% | Added |
| Hilltop Holdings Inc. | 12,938 | $534.2K | 0.07% | −1,912−12.9% | Reduced |
| Marcum Wealth, LLC | 12,938 | $534.2K | 0.07% | +465+3.7% | Added |
| Ingalls & Snyder LLC | 12,961 | $535.0K | 0.03% | −4,045−23.8% | Reduced |
| FineMark National Bank & Trust | 12,973 | $535.7K | 0.02% | −434−3.2% | Reduced |
| Good Life Advisors, LLC | 12,979 | $535.9K | 0.07% | +693+5.6% | Added |
| Welch Group, LLC | 12,998 | $536.7K | 0.03% | −288−2.2% | Reduced |
| Johnson Investment Counsel Inc | 13,018 | $537.5K | 0.01% | −65−0.5% | Reduced |
| Gladius Capital Management LP | 13,080 | $540.1K | 0.17% | +13,080 | New |
| West Bancorporation Inc | 13,091 | $540.5K | 0.40% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 13,098 | $540.8K | 0.49% | +84+0.6% | Added |
| BBR Partners, LLC | 13,101 | $540.9K | 0.06% | −575−4.2% | Reduced |
| Washington Trust Bank | 13,130 | $542.0K | 0.06% | +3,448+35.6% | Added |
| Front Street Capital Management, Inc. | 13,158 | $543.0K | 0.13% | −299−2.2% | Reduced |
| Weatherly Asset Management L. P. | 13,172 | $543.9K | 0.07% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 13,230 | $546.3K | 0.02% | +2,580+24.2% | Added |
| Arbor Investment Advisors, LLC | 13,266 | $547.7K | 0.11% | +13,266 | New |
| BKD Wealth Advisors, LLC | 13,289 | $548.7K | 0.02% | −404−3.0% | Reduced |
| Bluefin Capital Management, LLC | 13,300 | $549.2K | 0.10% | −62,224−82.4% | Reduced |
| Knuff & Co LLC | 13,304 | $549.3K | 0.23% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 13,319 | $549.9K | 0.03% | −10.0% | Reduced |
| Cypress Wealth Services, LLC | 13,357 | $551.5K | 0.18% | −459−3.3% | Reduced |
| Alterna Wealth Management, Inc | 13,374 | $552.2K | 0.62% | +57+0.4% | Added |