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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 15,622 | $645.0K | 0.11% | −835−5.1% | Reduced |
| Parsec Financial Management, Inc. | 15,502 | $640.1K | 0.03% | −910−5.5% | Reduced |
| Ethic Inc. | 15,502 | $640.1K | 0.03% | +5,325+52.3% | Added |
| Northwest Wealth Management, LLC | 15,477 | $639.1K | 0.27% | −1,335−7.9% | 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 |
| Abbrea Capital, LLC | 15,404 | $636.0K | 0.11% | −215−1.4% | Reduced |
| Mengis Capital Management, Inc. | 15,352 | $633.0K | 0.14% | −52−0.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 15,315 | $632.4K | 0.26% | −244−1.6% | Reduced |
| Spire Wealth Management | 15,298 | $632.0K | 0.04% | −5,640−26.9% | Reduced |
| Michael B. Yongue | 15,299 | $631.7K | 0.59% | −15,617−50.5% | Reduced |
| IVC Wealth Advisors LLC | 23,967 | $631.4K | 0.47% | +15,320+177.2% | Added |
| 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 |
| Richwood Investment Advisors, LLC | 15,281 | $631.0K | 0.63% | −844−5.2% | Reduced |
| Waldron Private Wealth LLC | 15,654 | $629.0K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 15,230 | $628.8K | 0.21% | −1,170−7.1% | Reduced |
| Diligent Investors, LLC | 15,228 | $628.8K | 0.21% | −467−3.0% | Reduced |
| Dakota Wealth Management | 15,223 | $628.6K | 0.04% | +6,090+66.7% | Added |
| Verity & Verity, LLC | 15,187 | $627.1K | 0.08% | +9,677+175.6% | Added |
| Thoroughbred Financial Services, LLC | 15,208 | $627.0K | 0.10% | +6,848+81.9% | Added |
| American Trust | 15,168 | $626.3K | 0.06% | −266−1.7% | Reduced |
| JNBA Financial Advisors | 15,060 | $621.8K | 0.09% | −197−1.3% | Reduced |
| JT Stratford LLC | 15,034 | $620.8K | 0.20% | −26,178−63.5% | Reduced |
| Claro Advisors LLC | 15,026 | $620.4K | 0.20% | +3,675+32.4% | Added |
| Equitable Trust Co | 15,019 | $620.1K | 0.05% | −1,091−6.8% | Reduced |
| Tocqueville Asset Management L.P. | 14,936 | $616.7K | 0.01% | +118+0.8% | Added |
| Providence Wealth Advisors, LLC | 14,499 | $615.0K | 0.46% | +150+1.0% | Added |
| Carson Advisory Inc. | 14,846 | $613.0K | 0.59% | +1,289+9.5% | Added |
| Pure Financial Advisors, Inc. | 14,770 | $609.8K | 0.03% | −777−5.0% | Reduced |
| Coastline Trust Co | 14,656 | $605.1K | 0.09% | +660+4.7% | Added |
| Hexagon Capital Partners LLC | 14,631 | $604.1K | 0.18% | −85−0.6% | Reduced |
| Axxcess Wealth Management, LLC | 14,629 | $604.0K | 0.05% | +6,983+91.3% | Added |
| VELA Investment Management, LLC | 14,621 | $603.7K | 0.30% | +485+3.4% | Added |
| Bragg Financial Advisors, Inc | 14,593 | $602.5K | 0.04% | −46−0.3% | Reduced |
| Northwest Investment Counselors, LLC | 14,581 | $602.0K | 0.17% | −2,830−16.3% | Reduced |
| Ascent Group, LLC | 14,547 | $600.6K | 0.07% | −1,251−7.9% | Reduced |
| Gradient Investments LLC | 14,466 | $597.3K | 0.02% | +154+1.1% | Added |
| LifeSteps Financial, Inc. | 14,465 | $597.3K | 0.62% | +14,465 | New |
| MV Capital Management, Inc. | 14,418 | $595.3K | 0.09% | +60+0.4% | Added |
| LexAurum Advisors, LLC | 14,397 | $594.4K | 0.21% | +11+0.1% | Added |
| One Wealth Advisors, LLC | 14,373 | $593.5K | 0.14% | +182+1.3% | Added |
| Cutter & CO Brokerage, Inc. | 14,355 | $592.7K | 0.20% | +14,355 | New |
| Brooks, Moore & Associates, Inc. | 14,333 | $592.0K | 0.43% | −400−2.7% | Reduced |
| Echo Street Capital Management LLC | 14,303 | $590.6K | 0.01% | +14,303 | New |
| Becker Capital Management Inc | 14,283 | $589.8K | 0.03% | −1,380−8.8% | Reduced |
| Koss-Olinger Consulting, LLC | 14,206 | $587.0K | 0.08% | −13,094−48.0% | Reduced |
| Blueprint Investment Partners LLC | 14,210 | $586.7K | 0.13% | +4,583+47.6% | Added |
| Family Legacy, Inc. | 12,800 | $580.4K | 0.25% | 00.0% | Unchanged |
| Essex Savings Bank | 14,021 | $578.9K | 0.20% | −188−1.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,003 | $578.2K | 0.19% | +14,003 | New |
| Stokes Family Office, LLC | 13,913 | $574.5K | 0.07% | −2,610−15.8% | Reduced |
| Shakespeare Wealth Management, Inc. | 13,909 | $574.3K | 0.21% | −15−0.1% | Reduced |
| Osterweis Capital Management Inc | 13,896 | $573.8K | 0.04% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 13,875 | $572.9K | 0.59% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 13,862 | $572.4K | 0.06% | −19,437−58.4% | Reduced |
| CoreFirst Bank & Trust | 13,849 | $571.8K | 0.43% | −4,422−24.2% | Reduced |
| Zions Bancorporation, N.A. | 13,831 | $571.1K | 0.05% | +1,778+14.8% | Added |
| Daymark Wealth Partners, LLC | 13,744 | $567.5K | 0.10% | +13,744 | New |
| First National Advisers, LLC | 13,723 | $567.0K | 0.73% | +3,405+33.0% | Added |
| FinTrust Capital Advisors, LLC | 13,680 | $564.8K | 0.14% | −1,029−7.0% | Reduced |
| Wealthcare Advisory Partners LLC | 13,652 | $563.7K | 0.03% | +2,604+23.6% | Added |
| Abner Herrman & Brock LLC | 13,606 | $562.0K | 0.09% | +13,606 | New |
| Eclectic Associates Inc | 13,603 | $561.7K | 0.27% | +167+1.2% | Added |
| Convergence Investment Partners, LLC | 13,526 | $558.5K | 0.33% | −32−0.2% | Reduced |
| Financial Advisory Corp | 13,522 | $558.0K | 0.28% | −111−0.8% | Reduced |
| AIMZ Investment Advisors, LLC | 13,419 | $554.0K | 0.26% | −310−2.3% | Reduced |
| Cardiff Park Advisors, LLC | 13,415 | $553.9K | 0.08% | +30.0% | Added |
| Alterna Wealth Management, Inc | 13,374 | $552.2K | 0.62% | +57+0.4% | Added |
| Cypress Wealth Services, LLC | 13,357 | $551.5K | 0.18% | −459−3.3% | Reduced |
| Chilton Capital Management LLC | 13,319 | $549.9K | 0.03% | −10.0% | Reduced |
| Knuff & Co LLC | 13,304 | $549.3K | 0.23% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 13,300 | $549.2K | 0.10% | −62,224−82.4% | Reduced |
| BKD Wealth Advisors, LLC | 13,289 | $548.7K | 0.02% | −404−3.0% | Reduced |
| Arbor Investment Advisors, LLC | 13,266 | $547.7K | 0.11% | +13,266 | New |
| Cannell Peter B & Co Inc | 13,230 | $546.3K | 0.02% | +2,580+24.2% | Added |
| Weatherly Asset Management L. P. | 13,172 | $543.9K | 0.07% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 13,158 | $543.0K | 0.13% | −299−2.2% | Reduced |
| Washington Trust Bank | 13,130 | $542.0K | 0.06% | +3,448+35.6% | Added |
| BBR Partners, LLC | 13,101 | $540.9K | 0.06% | −575−4.2% | Reduced |
| Purus Wealth Management, LLC | 13,098 | $540.8K | 0.49% | +84+0.6% | Added |
| West Bancorporation Inc | 13,091 | $540.5K | 0.40% | 00.0% | Unchanged |
| Gladius Capital Management LP | 13,080 | $540.1K | 0.17% | +13,080 | New |
| Johnson Investment Counsel Inc | 13,018 | $537.5K | 0.01% | −65−0.5% | Reduced |
| Welch Group, LLC | 12,998 | $536.7K | 0.03% | −288−2.2% | Reduced |
| Good Life Advisors, LLC | 12,979 | $535.9K | 0.07% | +693+5.6% | Added |
| FineMark National Bank & Trust | 12,973 | $535.7K | 0.02% | −434−3.2% | Reduced |
| Ingalls & Snyder LLC | 12,961 | $535.0K | 0.03% | −4,045−23.8% | Reduced |
| Marcum Wealth, LLC | 12,938 | $534.2K | 0.07% | +465+3.7% | Added |
| Hilltop Holdings Inc. | 12,938 | $534.2K | 0.07% | −1,912−12.9% | Reduced |
| Sheets Smith Wealth Management | 12,888 | $532.2K | 0.08% | +9+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 12,880 | $532.0K | 0.13% | −449−3.4% | Reduced |
| Lindbrook Capital, LLC | 12,882 | $531.9K | 0.07% | +431+3.5% | Added |
| Woodmont Investment Counsel LLC | 12,864 | $531.2K | 0.06% | −813−5.9% | Reduced |
| Highlander Capital Management, LLC | 12,837 | $530.0K | 0.28% | −200−1.5% | Reduced |
| IPG Investment Advisors LLC | 12,789 | $528.1K | 0.15% | −250−1.9% | Reduced |
| M Holdings Securities, Inc. | 12,771 | $527.0K | 0.06% | −18−0.1% | Reduced |
| Lakeside Advisors, INC. | 12,658 | $522.7K | 0.43% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 12,649 | $522.3K | 0.04% | −27,102−68.2% | Reduced |
| Wealth Alliance | 12,616 | $520.9K | 0.09% | +982+8.4% | Added |