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 |
|---|---|---|---|---|---|
| Cardiff Park Advisors, LLC | 13,415 | $553.9K | 0.08% | +30.0% | Added |
| AIMZ Investment Advisors, LLC | 13,419 | $554.0K | 0.26% | −310−2.3% | Reduced |
| Financial Advisory Corp | 13,522 | $558.0K | 0.28% | −111−0.8% | Reduced |
| Convergence Investment Partners, LLC | 13,526 | $558.5K | 0.33% | −32−0.2% | Reduced |
| Eclectic Associates Inc | 13,603 | $561.7K | 0.27% | +167+1.2% | Added |
| Abner Herrman & Brock LLC | 13,606 | $562.0K | 0.09% | +13,606 | New |
| Wealthcare Advisory Partners LLC | 13,652 | $563.7K | 0.03% | +2,604+23.6% | Added |
| FinTrust Capital Advisors, LLC | 13,680 | $564.8K | 0.14% | −1,029−7.0% | Reduced |
| First National Advisers, LLC | 13,723 | $567.0K | 0.73% | +3,405+33.0% | Added |
| Daymark Wealth Partners, LLC | 13,744 | $567.5K | 0.10% | +13,744 | New |
| Zions Bancorporation, N.A. | 13,831 | $571.1K | 0.05% | +1,778+14.8% | Added |
| CoreFirst Bank & Trust | 13,849 | $571.8K | 0.43% | −4,422−24.2% | Reduced |
| Western Wealth Management, LLC | 13,862 | $572.4K | 0.06% | −19,437−58.4% | Reduced |
| Wilson & Boucher Capital Management, LLC | 13,875 | $572.9K | 0.59% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 13,896 | $573.8K | 0.04% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 13,909 | $574.3K | 0.21% | −15−0.1% | Reduced |
| Stokes Family Office, LLC | 13,913 | $574.5K | 0.07% | −2,610−15.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,003 | $578.2K | 0.19% | +14,003 | New |
| Essex Savings Bank | 14,021 | $578.9K | 0.20% | −188−1.3% | Reduced |
| Family Legacy, Inc. | 12,800 | $580.4K | 0.25% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 14,210 | $586.7K | 0.13% | +4,583+47.6% | Added |
| Koss-Olinger Consulting, LLC | 14,206 | $587.0K | 0.08% | −13,094−48.0% | Reduced |
| Becker Capital Management Inc | 14,283 | $589.8K | 0.03% | −1,380−8.8% | Reduced |
| Echo Street Capital Management LLC | 14,303 | $590.6K | 0.01% | +14,303 | New |
| Brooks, Moore & Associates, Inc. | 14,333 | $592.0K | 0.43% | −400−2.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 14,355 | $592.7K | 0.20% | +14,355 | New |
| One Wealth Advisors, LLC | 14,373 | $593.5K | 0.14% | +182+1.3% | Added |
| LexAurum Advisors, LLC | 14,397 | $594.4K | 0.21% | +11+0.1% | Added |
| MV Capital Management, Inc. | 14,418 | $595.3K | 0.09% | +60+0.4% | Added |
| LifeSteps Financial, Inc. | 14,465 | $597.3K | 0.62% | +14,465 | New |
| Gradient Investments LLC | 14,466 | $597.3K | 0.02% | +154+1.1% | Added |
| Ascent Group, LLC | 14,547 | $600.6K | 0.07% | −1,251−7.9% | Reduced |
| Northwest Investment Counselors, LLC | 14,581 | $602.0K | 0.17% | −2,830−16.3% | Reduced |
| Bragg Financial Advisors, Inc | 14,593 | $602.5K | 0.04% | −46−0.3% | Reduced |
| VELA Investment Management, LLC | 14,621 | $603.7K | 0.30% | +485+3.4% | Added |
| Axxcess Wealth Management, LLC | 14,629 | $604.0K | 0.05% | +6,983+91.3% | Added |
| Hexagon Capital Partners LLC | 14,631 | $604.1K | 0.18% | −85−0.6% | Reduced |
| Coastline Trust Co | 14,656 | $605.1K | 0.09% | +660+4.7% | Added |
| Pure Financial Advisors, Inc. | 14,770 | $609.8K | 0.03% | −777−5.0% | Reduced |
| Carson Advisory Inc. | 14,846 | $613.0K | 0.59% | +1,289+9.5% | Added |
| Providence Wealth Advisors, LLC | 14,499 | $615.0K | 0.46% | +150+1.0% | Added |
| Tocqueville Asset Management L.P. | 14,936 | $616.7K | 0.01% | +118+0.8% | Added |
| Equitable Trust Co | 15,019 | $620.1K | 0.05% | −1,091−6.8% | Reduced |
| Claro Advisors LLC | 15,026 | $620.4K | 0.20% | +3,675+32.4% | Added |
| JT Stratford LLC | 15,034 | $620.8K | 0.20% | −26,178−63.5% | Reduced |
| JNBA Financial Advisors | 15,060 | $621.8K | 0.09% | −197−1.3% | Reduced |
| American Trust | 15,168 | $626.3K | 0.06% | −266−1.7% | Reduced |
| Thoroughbred Financial Services, LLC | 15,208 | $627.0K | 0.10% | +6,848+81.9% | Added |
| Verity & Verity, LLC | 15,187 | $627.1K | 0.08% | +9,677+175.6% | Added |
| Dakota Wealth Management | 15,223 | $628.6K | 0.04% | +6,090+66.7% | Added |
| Diligent Investors, LLC | 15,228 | $628.8K | 0.21% | −467−3.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 15,230 | $628.8K | 0.21% | −1,170−7.1% | Reduced |
| Waldron Private Wealth LLC | 15,654 | $629.0K | 0.04% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 15,281 | $631.0K | 0.63% | −844−5.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,273 | $631.0K | 0.04% | −734−4.6% | Reduced |
| Chicago Trust Co NA | 15,291 | $631.0K | 0.16% | +3,574+30.5% | Added |
| IVC Wealth Advisors LLC | 23,967 | $631.4K | 0.47% | +15,320+177.2% | Added |
| Michael B. Yongue | 15,299 | $631.7K | 0.59% | −15,617−50.5% | Reduced |
| Spire Wealth Management | 15,298 | $632.0K | 0.04% | −5,640−26.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 15,315 | $632.4K | 0.26% | −244−1.6% | Reduced |
| Mengis Capital Management, Inc. | 15,352 | $633.0K | 0.14% | −52−0.3% | Reduced |
| Abbrea Capital, LLC | 15,404 | $636.0K | 0.11% | −215−1.4% | Reduced |
| O'Neil Global Advisors, Inc. | 15,429 | $637.0K | 2.94% | −186−1.2% | Reduced |
| CenterStar Asset Management, LLC | – | $637.0K | 1.19% | – | New |
| Northwest Wealth Management, LLC | 15,477 | $639.1K | 0.27% | −1,335−7.9% | Reduced |
| Ethic Inc. | 15,502 | $640.1K | 0.03% | +5,325+52.3% | Added |
| Parsec Financial Management, Inc. | 15,502 | $640.1K | 0.03% | −910−5.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,622 | $645.0K | 0.11% | −835−5.1% | Reduced |
| Citizens Financial Group Inc | 15,666 | $646.9K | 0.03% | +3,993+34.2% | Added |
| Chiron Capital Management, LLC | 15,678 | $647.3K | 0.45% | −2,200−12.3% | Reduced |
| Stonnington Group, LLC | 15,315 | $648.7K | 0.18% | 00.0% | Unchanged |
| Hellman Jordan Management Co Inc | 15,733 | $650.0K | 1.10% | +15,733 | New |
| Wealthspire Advisors, LLC | 15,750 | $650.3K | 0.01% | −3,920−19.9% | Reduced |
| DMG Group, LLC | 15,589 | $651.0K | 0.73% | +156+1.0% | Added |
| Stock Yards Bank & Trust Co | 15,795 | $652.0K | 0.03% | −186−1.2% | Reduced |
| Machina Capital S.A.S. | 15,799 | $652.3K | 1.21% | +15,799 | New |
| Wimmer Associates 1, LLC | 15,806 | $652.6K | 0.43% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 15,848 | $654.4K | 0.06% | −1,392−8.1% | Reduced |
| Meridian Wealth Management, LLC | 15,916 | $657.2K | 0.06% | +3,993+33.5% | Added |
| Element Wealth, LLC | 15,946 | $658.4K | 0.54% | −130−0.8% | Reduced |
| MQS Management LLC | 15,974 | $659.6K | 0.45% | +15,974 | New |
| Cito Capital Group, LLC | 16,000 | $661.0K | 0.36% | +1,000+6.7% | Added |
| Neumann Capital Management, LLC | 16,022 | $661.5K | 0.31% | −1,500−8.6% | Reduced |
| Apella Capital, LLC | 16,037 | $662.2K | 0.06% | −1,726−9.7% | Reduced |
| Rockland Trust Co | 16,104 | $665.0K | 0.04% | +30+0.2% | Added |
| Fayez Sarofim & Co | 16,135 | $666.2K | 0.00% | −104,618−86.6% | Reduced |
| Gagnon Securities LLC | 16,658 | $667.3K | 0.15% | +3,602+27.6% | Added |
| Lantz Financial LLC | 16,169 | $667.6K | 0.30% | −1,016−5.9% | Reduced |
| Centennial Bank | 16,177 | $667.9K | 0.38% | +16,177 | New |
| Keudell/Morrison Wealth Management | 16,223 | $669.8K | 0.21% | −227−1.4% | Reduced |
| IHT Wealth Management, LLC | 16,263 | $671.5K | 0.04% | −962−5.6% | Reduced |
| RW Investment Management LLC | 16,313 | $673.6K | 0.26% | +16,313 | New |
| Garrison Point Advisors, LLC | 16,390 | $676.7K | 0.55% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 16,435 | $678.6K | 0.42% | +10.0% | Added |
| Heartland Bank & Trust Co | 16,437 | $678.7K | 0.50% | −1,280−7.2% | Reduced |
| Simmons Bank | 16,474 | $680.2K | 0.06% | −840−4.9% | Reduced |
| JFS Wealth Advisors, LLC | 16,488 | $680.8K | 0.07% | +5,952+56.5% | Added |
| Neo Ivy Capital Management | 16,482 | $681.0K | 0.46% | +10,548+177.8% | Added |
| AdvisorNet Financial, Inc | 16,538 | $682.8K | 0.07% | −1,026−5.8% | Reduced |
| Arkadios Wealth Advisors | 16,543 | $683.1K | 0.09% | +729+4.6% | Added |