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 |
|---|---|---|---|---|---|
| Analyst IMS Investment Management Services Ltd. | 19,277 | $797.0K | 0.07% | −1,555−7.5% | Reduced |
| Palisade Asset Management, LLC | 19,195 | $792.6K | 0.09% | −7,570−28.3% | Reduced |
| Glynn Capital Management LLC | 19,165 | $791.3K | 0.19% | 00.0% | Unchanged |
| XML Financial, LLC | 19,089 | $788.2K | 0.10% | +1,598+9.1% | Added |
| Triad Investment Management | 19,036 | $786.0K | 1.23% | 00.0% | Unchanged |
| Annandale Capital, LLC | 18,998 | $784.0K | 0.26% | +70.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,885 | $779.8K | 0.22% | +403+2.2% | Added |
| Wolverine Trading, LLC | 18,834 | $778.0K | 0.01% | −58,913−75.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,801 | $776.3K | 0.49% | +119+0.6% | Added |
| Selway Asset Management | 18,800 | $776.3K | 0.41% | +17,600+1,466.7% | Added |
| Greenup Street Wealth Management LLC | 18,776 | $775.3K | 0.33% | −118−0.6% | Reduced |
| First Foundation Advisors | 18,675 | $771.1K | 0.04% | +4,866+35.2% | Added |
| Prio Wealth Limited Partnership | 18,653 | $770.2K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 18,563 | $766.5K | 0.47% | +4,346+30.6% | Added |
| Brookstone Capital Management | 17,902 | $766.2K | 0.02% | +981+5.8% | Added |
| Financial Insights, Inc. | 18,468 | $762.5K | 0.36% | +6,956+60.4% | Added |
| MGO Private Wealth, LLC | 18,437 | $761.3K | 0.35% | −479−2.5% | Reduced |
| Principle Wealth Partners LLC | 18,355 | $757.9K | 0.09% | −79−0.4% | Reduced |
| Peoples Financial Services Corp. | 18,352 | $757.7K | 0.35% | −1,265−6.4% | Reduced |
| North Star Asset Management Inc | 18,198 | $751.4K | 0.05% | +2,000+12.3% | Added |
| Vertex Planning Partners, LLC | 18,163 | $750.0K | 0.29% | +18,163 | New |
| Regents of the University of California | 18,106 | $747.6K | 0.14% | 00.0% | Unchanged |
| Cambridge Trust Co | 18,090 | $747.0K | 0.03% | −392−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 18,078 | $746.5K | 0.11% | +3,377+23.0% | Added |
| Gilbert & Cook, Inc. | 18,029 | $744.4K | 0.14% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 18,015 | $743.8K | 0.07% | +6,208+52.6% | Added |
| Barbara Oil Co. | 18,000 | $743.2K | 0.36% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 18,000 | $743.0K | 1.02% | −11,311−38.6% | Reduced |
| Congress Wealth Management LLC | 17,940 | $740.8K | 0.02% | +17,940 | New |
| Deseret Mutual Benefit Administrators | 17,913 | $739.6K | 0.30% | −15,384−46.2% | Reduced |
| Dynamic Advisor Solutions LLC | 17,900 | $739.1K | 0.05% | +22+0.1% | Added |
| Keystone Financial Services | 15,751 | $738.3K | 0.40% | +60.0% | Added |
| Summit Financial Group Inc | 17,885 | $738.0K | 0.29% | +250+1.4% | Added |
| Vident Investment Advisory, LLC | 17,839 | $736.6K | 0.03% | +3,063+20.7% | Added |
| Wharton Business Group, LLC | 17,800 | $735.0K | 0.04% | +105+0.6% | Added |
| Cumberland Advisors Inc | 17,800 | $735.0K | 0.32% | −1,300−6.8% | Reduced |
| Davidson Trust Co | 17,690 | $730.4K | 0.65% | −2,304−11.5% | Reduced |
| CIC Wealth, LLC | 17,680 | $730.0K | 0.30% | +17,680 | New |
| Essex Financial Services, Inc. | 17,667 | $729.0K | 0.08% | −428−2.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 17,610 | $727.1K | 0.03% | +11,154+172.8% | Added |
| Lipe & Dalton | 17,600 | $727.0K | 0.42% | +850+5.1% | Added |
| Boltwood Capital Management | 17,600 | $726.7K | 0.30% | −800−4.3% | Reduced |
| Personal Capital Advisors Corp | 17,555 | $724.8K | 0.00% | −5,497−23.8% | Reduced |
| Baldwin Brothers Inc | 17,525 | $723.6K | 0.07% | +3,100+21.5% | Added |
| Aspire Private Capital, LLC | 17,484 | $721.9K | 0.26% | +1,729+11.0% | Added |
| North Star Investment Management Corp. | 17,455 | $720.7K | 0.06% | +2,486+16.6% | Added |
| Gryphon Financial Partners LLC | 17,370 | $717.2K | 0.17% | +950+5.8% | Added |
| Proficio Capital Partners LLC | 17,321 | $717.1K | 0.14% | −1,883−9.8% | Reduced |
| Change Path, LLC | 17,350 | $716.0K | 0.04% | −262−1.5% | Reduced |
| RSM US Wealth Management LLC | 17,078 | $711.6K | 0.04% | +7,146+71.9% | Added |
| Tower Bridge Advisors | 17,225 | $711.2K | 0.06% | +875+5.4% | Added |
| Edge Capital Group, LLC | 17,198 | $710.1K | 0.05% | +4,818+38.9% | Added |
| Legacy Financial Group LLC | 17,174 | $709.1K | 0.21% | −93−0.5% | Reduced |
| Seeyond | 17,171 | $709.0K | 0.07% | +7,311+74.1% | Added |
| Chicago Capital, LLC | 17,169 | $708.9K | 0.04% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 17,127 | $707.2K | 0.16% | +275+1.6% | Added |
| Strategic Investment Advisors | 17,127 | $707.2K | 0.15% | +129+0.8% | Added |
| Valmark Advisers, Inc. | 17,057 | $704.3K | 0.02% | +6,798+66.3% | Added |
| Prudent Man Advisors, LLC | 17,055 | $704.0K | 0.28% | +266+1.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 17,001 | $702.0K | 0.03% | +3,656+27.4% | Added |
| HF Advisory Group, LLC | 16,922 | $698.7K | 0.71% | +16,922 | New |
| Douglass Winthrop Advisors, LLC | 16,900 | $698.0K | 0.02% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 16,848 | $695.7K | 0.07% | −36−0.2% | Reduced |
| Cladis Investment Advisory, LLC | 16,790 | $693.2K | 0.69% | +121+0.7% | Added |
| Koshinski Asset Management, Inc. | 16,730 | $690.8K | 0.07% | +143+0.9% | Added |
| Valtinson Bruner Financial Planning LLC | 15,896 | $689.6K | 0.40% | −1,619−9.2% | Reduced |
| Cascade Investment Advisors, Inc. | 16,600 | $685.4K | 0.57% | +16,600 | New |
| Great Valley Advisor Group, Inc. | 16,577 | $684.1K | 0.03% | −1,352−7.5% | Reduced |
| Arkadios Wealth Advisors | 16,543 | $683.1K | 0.09% | +729+4.6% | Added |
| AdvisorNet Financial, Inc | 16,538 | $682.8K | 0.07% | −1,026−5.8% | Reduced |
| Neo Ivy Capital Management | 16,482 | $681.0K | 0.46% | +10,548+177.8% | Added |
| JFS Wealth Advisors, LLC | 16,488 | $680.8K | 0.07% | +5,952+56.5% | Added |
| Simmons Bank | 16,474 | $680.2K | 0.06% | −840−4.9% | Reduced |
| Heartland Bank & Trust Co | 16,437 | $678.7K | 0.50% | −1,280−7.2% | Reduced |
| Hutner Capital Management Inc | 16,435 | $678.6K | 0.42% | +10.0% | Added |
| Garrison Point Advisors, LLC | 16,390 | $676.7K | 0.55% | 00.0% | Unchanged |
| RW Investment Management LLC | 16,313 | $673.6K | 0.26% | +16,313 | New |
| IHT Wealth Management, LLC | 16,263 | $671.5K | 0.04% | −962−5.6% | Reduced |
| Keudell/Morrison Wealth Management | 16,223 | $669.8K | 0.21% | −227−1.4% | Reduced |
| Centennial Bank | 16,177 | $667.9K | 0.38% | +16,177 | New |
| Lantz Financial LLC | 16,169 | $667.6K | 0.30% | −1,016−5.9% | Reduced |
| Gagnon Securities LLC | 16,658 | $667.3K | 0.15% | +3,602+27.6% | Added |
| Fayez Sarofim & Co | 16,135 | $666.2K | 0.00% | −104,618−86.6% | Reduced |
| Rockland Trust Co | 16,104 | $665.0K | 0.04% | +30+0.2% | Added |
| Apella Capital, LLC | 16,037 | $662.2K | 0.06% | −1,726−9.7% | Reduced |
| Neumann Capital Management, LLC | 16,022 | $661.5K | 0.31% | −1,500−8.6% | Reduced |
| Cito Capital Group, LLC | 16,000 | $661.0K | 0.36% | +1,000+6.7% | Added |
| MQS Management LLC | 15,974 | $659.6K | 0.45% | +15,974 | New |
| Element Wealth, LLC | 15,946 | $658.4K | 0.54% | −130−0.8% | Reduced |
| Meridian Wealth Management, LLC | 15,916 | $657.2K | 0.06% | +3,993+33.5% | Added |
| Fukoku Mutual Life Insurance Co | 15,848 | $654.4K | 0.06% | −1,392−8.1% | Reduced |
| Wimmer Associates 1, LLC | 15,806 | $652.6K | 0.43% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 15,799 | $652.3K | 1.21% | +15,799 | New |
| Stock Yards Bank & Trust Co | 15,795 | $652.0K | 0.03% | −186−1.2% | Reduced |
| DMG Group, LLC | 15,589 | $651.0K | 0.73% | +156+1.0% | Added |
| Wealthspire Advisors, LLC | 15,750 | $650.3K | 0.01% | −3,920−19.9% | Reduced |
| Hellman Jordan Management Co Inc | 15,733 | $650.0K | 1.10% | +15,733 | New |
| Stonnington Group, LLC | 15,315 | $648.7K | 0.18% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 15,678 | $647.3K | 0.45% | −2,200−12.3% | Reduced |
| Citizens Financial Group Inc | 15,666 | $646.9K | 0.03% | +3,993+34.2% | Added |