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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 31,014 | $1.28M | 0.20% | −2,487−7.4% | Reduced |
| Aspiriant, LLC | 30,878 | $1.27M | 0.06% | +934+3.1% | Added |
| Grimes & Company, Inc. | 30,855 | $1.27M | 0.05% | −1,517−4.7% | Reduced |
| HBK Sorce Advisory LLC | 30,712 | $1.27M | 0.03% | +15,505+102.0% | Added |
| Brighton Jones LLC | 30,709 | $1.27M | 0.08% | −1,142−3.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 30,685 | $1.27M | 0.14% | −447−1.4% | Reduced |
| Scott & Selber, Inc. | 30,470 | $1.26M | 0.57% | −65−0.2% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $1.26M | 0.10% | 00.0% | Unchanged |
| Vista Investment Management | 30,379 | $1.25M | 0.72% | +1,071+3.7% | Added |
| Drive Wealth Management, LLC | 30,278 | $1.25M | 0.62% | +16,113+113.8% | Added |
| Meridian Investment Counsel Inc. | 30,241 | $1.25M | 0.50% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 30,185 | $1.25M | 0.98% | +23+0.1% | Added |
| RNC Capital Management LLC | 30,175 | $1.25M | 0.07% | −16,668−35.6% | Reduced |
| Peterson Financial Group, Inc. | 30,072 | $1.24M | 1.64% | −14,886−33.1% | Reduced |
| Baker Avenue Asset Management, LP | 30,011 | $1.24M | 0.07% | +7,711+34.6% | Added |
| First Citizens Bank & Trust Co | 29,956 | $1.24M | 0.04% | +463+1.6% | Added |
| Clarius Group, LLC | 29,920 | $1.24M | 0.11% | +625+2.1% | Added |
| Essex Investment Management Co LLC | 29,886 | $1.23M | 0.19% | −1,688−5.3% | Reduced |
| Ancora Advisors, LLC | 29,810 | $1.23M | 0.04% | −10,241−25.6% | Reduced |
| Chicago Partners Investment Group LLC | 25,507 | $1.23M | 0.08% | −2,417−8.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,714 | $1.23M | 0.00% | +29,714 | New |
| Ballentine Partners, LLC | 29,690 | $1.23M | 0.04% | +2,253+8.2% | Added |
| Coppell Advisory Solutions LLC | 29,677 | $1.23M | 0.44% | +29,677 | New |
| Coppell Advisory Solutions Corp. | 29,677 | $1.23M | 0.44% | +29,677 | New |
| Nicolet Bankshares Inc | 29,502 | $1.22M | 0.42% | +5,494+22.9% | Added |
| Leavell Investment Management, Inc. | 29,485 | $1.22M | 0.09% | −500−1.7% | Reduced |
| Fiduciary Group LLC | 29,337 | $1.21M | 0.16% | −5,176−15.0% | Reduced |
| Marco Investment Management LLC | 29,298 | $1.21M | 0.14% | +2,000+7.3% | Added |
| Gamble Jones Investment Counsel | 29,268 | $1.21M | 0.09% | +100+0.3% | Added |
| Johnson Financial Group, Inc. | 29,224 | $1.21M | 0.10% | −130.0% | Reduced |
| Sawtooth Solutions, LLC | 28,939 | $1.19M | 0.16% | +3,743+14.9% | Added |
| Heartland Advisors Inc | 28,906 | $1.19M | 0.08% | +336+1.2% | Added |
| Peak Asset Management, LLC | 28,816 | $1.19M | 0.31% | +195+0.7% | Added |
| DuPont Capital Management Corp | 28,698 | $1.18M | 0.06% | −6,541−18.6% | Reduced |
| Desjardins Global Asset Management Inc. | 28,414 | $1.17M | 0.18% | −27,037−48.8% | Reduced |
| Oarsman Capital, Inc. | 28,300 | $1.17M | 0.60% | −123−0.4% | Reduced |
| Thomasville National Bank | 28,111 | $1.16M | 0.13% | −700−2.4% | Reduced |
| 1st Source Bank | 27,991 | $1.16M | 0.08% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 27,988 | $1.16M | 0.07% | −2,333−7.7% | Reduced |
| Capital Markets Trading UK LLP | 27,977 | $1.16M | 3.05% | −42,703−60.4% | Reduced |
| Joel Isaacson & Co., LLC | 27,830 | $1.15M | 0.09% | +2,000+7.7% | Added |
| Hoylecohen, LLC | 27,809 | $1.15M | 0.11% | +20.0% | Added |
| Archford Capital Strategies, LLC | 27,718 | $1.14M | 0.26% | −250−0.9% | Reduced |
| Sterling Investment Management, Inc. | 27,680 | $1.14M | 0.92% | −1,802−6.1% | Reduced |
| Valley National Advisers Inc | 26,713 | $1.14M | 0.20% | −996−3.6% | Reduced |
| Citizens National Bank Trust Department | 27,640 | $1.14M | 0.32% | −158−0.6% | Reduced |
| Jeppson Wealth Management, LLC | 27,573 | $1.14M | 0.48% | +1,640+6.3% | Added |
| Eos Management, L.P. | 27,500 | $1.14M | 0.57% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 27,452 | $1.13M | 0.28% | −1,504−5.2% | Reduced |
| AlphaStar Capital Management, LLC | 27,394 | $1.13M | 0.12% | −255−0.9% | Reduced |
| Colony Group LLC | 27,311 | $1.13M | 0.02% | +3,283+13.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 27,291 | $1.13M | 0.25% | +2,271+9.1% | Added |
| Carnegie Capital Asset Management, LLC | 27,247 | $1.13M | 0.05% | −354−1.3% | Reduced |
| Northside Capital Management, LLC | 27,127 | $1.12M | 0.34% | 00.0% | Unchanged |
| Carlson Capital Management | 27,067 | $1.12M | 0.08% | +7,905+41.3% | Added |
| Trust Co of Toledo NA | 26,863 | $1.11M | 0.21% | +288+1.1% | Added |
| Heritage Wealth Management, LLC | 26,763 | $1.11M | 0.16% | +12,376+86.0% | Added |
| First Financial Bank - Trust Division | 26,614 | $1.10M | 0.12% | −27−0.1% | Reduced |
| Courier Capital LLC | 26,580 | $1.10M | 0.13% | −806−2.9% | Reduced |
| Mutual Advisors, LLC | 26,518 | $1.09M | 0.05% | −6,318−19.2% | Reduced |
| Shelton Capital Management | 26,500 | $1.09M | 0.12% | −75,494−74.0% | Reduced |
| Ironwood Investment Counsel, LLC | 26,497 | $1.09M | 0.27% | −872−3.2% | Reduced |
| Main Street Research LLC | 26,386 | $1.09M | 0.27% | −4,463−14.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,343 | $1.09M | 0.03% | +3,978+17.8% | Added |
| Boit C F David | 26,163 | $1.08M | 0.77% | 00.0% | Unchanged |
| Holderness Investments Co | 26,094 | $1.08M | 0.46% | +60+0.2% | Added |
| Washington Trust Co | 26,077 | $1.08M | 0.05% | −2,512−8.8% | Reduced |
| Martin & Co Inc | 26,052 | $1.08M | 0.28% | +434+1.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 26,021 | $1.07M | 0.06% | +26,021 | New |
| Goodwin Daniel L | 26,000 | $1.07M | 0.54% | +200+0.8% | Added |
| Hussman Strategic Advisors, Inc. | 26,000 | $1.07M | 0.17% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 25,974 | $1.07M | 0.14% | −1,493−5.4% | Reduced |
| LJI Wealth Management, LLC | 25,959 | $1.07M | 0.38% | +25,959 | New |
| Rehmann Capital Advisory Group | 25,911 | $1.07M | 0.11% | +195+0.8% | Added |
| Optimas Capital Ltd | 25,900 | $1.07M | 1.05% | +25,900 | New |
| Citadel Investment Advisory, Inc. | 25,807 | $1.07M | 0.73% | −550−2.1% | Reduced |
| TRUE Private Wealth Advisors | 25,666 | $1.06M | 0.16% | +10.0% | Added |
| N.E.W. Advisory Services LLC | 25,495 | $1.05M | 0.16% | +99+0.4% | Added |
| Avantax Planning Partners, Inc. | 25,402 | $1.05M | 0.04% | +1,205+5.0% | Added |
| Narwhal Capital Management | 25,253 | $1.04M | 0.14% | +7,797+44.7% | Added |
| First City Capital Management, Inc. | 25,242 | $1.04M | 0.63% | −394−1.5% | Reduced |
| Wrapmanager Inc | 25,208 | $1.04M | 0.33% | −1,055−4.0% | Reduced |
| NVWM, LLC | 25,129 | $1.04M | 0.38% | −193−0.8% | Reduced |
| Bartlett & Co. LLC | 25,079 | $1.04M | 0.02% | −2,968−10.6% | Reduced |
| Financial Counselors Inc | 25,082 | $1.04M | 0.02% | +4,604+22.5% | Added |
| Lodestar Private Asset Management LLC | 25,081 | $1.04M | 0.20% | +25,081 | New |
| Bartlett & Co. Wealth Management LLC | 25,079 | $1.04M | 0.02% | −2,968−10.6% | Reduced |
| CMT Capital Markets Trading GmbH | 25,000 | $1.03M | 0.57% | +20,000+400.0% | Added |
| First Horizon Advisors, Inc. | 24,936 | $1.03M | 0.04% | −935−3.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 24,868 | $1.03M | 0.11% | −87−0.3% | Reduced |
| Insight Advisors, LLC | 24,566 | $1.03M | 0.36% | −99−0.4% | Reduced |
| Laurel Wealth Advisors LLC | 24,846 | $1.03M | 0.24% | +655+2.7% | Added |
| Monarch Capital Management Inc | 24,764 | $1.02M | 0.31% | −3,240−11.6% | Reduced |
| Caldwell Trust Co | 24,756 | $1.02M | 0.14% | −950−3.7% | Reduced |
| Westmount Partners, LLC | 24,702 | $1.02M | 0.53% | +24,702 | New |
| Lighthouse Investment Partners, LLC | 24,592 | $1.02M | 0.19% | +24,592 | New |
| Hamilton Capital Partners Inc. | 24,500 | $1.01M | 0.43% | +24,500 | New |
| Cadinha & Co LLC | 24,472 | $1.01M | 0.23% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 24,390 | $1.01M | 0.53% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 24,365 | $1.01M | 0.11% | −538−2.2% | Reduced |