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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 12,586 | $519.7K | 0.06% | +790+6.7% | Added |
| Madison Wealth Management | 12,546 | $518.0K | 0.12% | −306−2.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 12,544 | $517.9K | 0.12% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 11,931 | $515.2K | 0.09% | −3,918−24.7% | Reduced |
| Cutler Group LP | 12,448 | $513.0K | 0.06% | −502−3.9% | Reduced |
| Canandaigua National Corp | 12,405 | $512.0K | 0.09% | −416−3.2% | Reduced |
| Stelac Advisory Services LLC | 12,383 | $511.3K | 0.23% | 00.0% | Unchanged |
| Proequities, Inc. | 12,375 | $511.0K | 0.04% | −320−2.5% | Reduced |
| Webster Bank, N. A. | 12,345 | $510.0K | 0.07% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 12,300 | $507.9K | 0.02% | +7,472+154.8% | Added |
| Sebold Capital Management, Inc. | 12,272 | $506.7K | 0.42% | +12,272 | New |
| Insigneo Advisory Services, LLC | 12,247 | $506.0K | 0.19% | +12,247 | New |
| Childress Capital Advisors, LLC | 12,215 | $504.4K | 0.17% | +595+5.1% | Added |
| 9258 Wealth Management, LLC | 12,180 | $502.9K | 0.11% | +1,015+9.1% | Added |
| London & Capital Asset Management Ltd | 12,131 | $500.9K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 12,054 | $497.7K | 0.05% | −26−0.2% | Reduced |
| Anchor Investment Management, LLC | 12,049 | $497.5K | 0.07% | +486+4.2% | Added |
| Northeast Investment Management | 12,014 | $496.0K | 0.03% | −4,031−25.1% | Reduced |
| David Loasby | 11,597 | $495.7K | 0.07% | +838+7.8% | Added |
| Flagship Harbor Advisors, LLC | 11,991 | $495.1K | 0.05% | −608−4.8% | Reduced |
| Montecito Bank & Trust | 11,963 | $494.0K | 0.12% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,950 | $493.4K | 0.07% | −2,330−16.3% | Reduced |
| Jacobs & Co | 11,942 | $493.0K | 0.06% | +65+0.5% | Added |
| Gordian Capital Singapore Pte Ltd | 11,900 | $492.0K | 0.77% | +5,925+99.2% | Added |
| MCF Advisors LLC | 11,848 | $489.2K | 0.05% | +1,065+9.9% | Added |
| Dumont & Blake Investment Advisors LLC | 11,809 | $488.0K | 0.17% | +20.0% | Added |
| Perennial Investment Advisors, LLC | 11,816 | $487.9K | 0.20% | +29+0.2% | Added |
| Oxford Financial Group Ltd | 11,754 | $485.3K | 0.06% | +1,992+20.4% | Added |
| Farmers Trust Co | 11,754 | $485.0K | 0.11% | 00.0% | Unchanged |
| Leisure Capital Management | 11,738 | $484.7K | 0.25% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,698 | $483.0K | 0.06% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 11,685 | $482.5K | 0.16% | −350−2.9% | Reduced |
| 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 |
| Spinnaker Trust | 11,638 | $481.0K | 0.04% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 11,625 | $480.0K | 0.01% | +300+2.6% | Added |
| Cary Street Partner Investment Advisory LLC | 11,559 | $477.3K | 0.04% | −938−7.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 11,539 | $476.0K | 0.35% | −200−1.7% | Reduced |
| Premier Asset Management LLC | 11,518 | $475.6K | 0.60% | +635+5.8% | Added |
| Icapital Wealth LLC | 11,500 | $474.8K | 0.37% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 11,499 | $474.8K | 0.13% | +8+0.1% | Added |
| Beaton Management Co. Inc. | 11,448 | $473.0K | 0.32% | −160−1.4% | Reduced |
| Graypoint LLC | 11,448 | $472.7K | 0.06% | +2,144+23.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,417 | $471.4K | 0.04% | −12−0.1% | Reduced |
| Trust Co of Vermont | 11,401 | $470.7K | 0.03% | +2,590+29.4% | Added |
| Radnor Capital Management, LLC | 11,023 | $470.0K | 0.11% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 11,341 | $468.3K | 0.41% | +7+0.1% | Added |
| Aj Wealth Strategies, LLC | 11,343 | $468.0K | 0.02% | +10+0.1% | Added |
| Cahill Financial Advisors Inc | 11,333 | $467.9K | 0.09% | +59+0.5% | Added |
| Financial Advisory Service, Inc. | 11,295 | $466.4K | 0.05% | +129+1.2% | Added |
| Highline Wealth Partners LLC | 11,294 | $466.3K | 0.34% | 00.0% | Unchanged |
| Bank of Hawaii | 11,261 | $465.0K | 0.03% | +69+0.6% | Added |
| Iron Horse Wealth Management, LLC | 11,225 | $463.0K | 0.25% | +7,907+238.3% | Added |
| Personal Cfo Solutions, LLC | 11,082 | $457.6K | 0.10% | +1,189+12.0% | Added |
| Eqis Capital Management, Inc. | 11,045 | $456.1K | 0.05% | −634−5.4% | Reduced |
| Breakwater Capital Group | 11,007 | $454.5K | 0.24% | +11,007 | New |
| Kathleen S. Wright Associates Inc. | 10,975 | $453.0K | 0.31% | −3,842−25.9% | Reduced |
| AXS Investments LLC | 10,956 | $452.4K | 0.16% | −2,670−19.6% | Reduced |
| Fortem Financial Group, LLC | 10,943 | $451.9K | 0.26% | −991−8.3% | Reduced |
| Pointe Capital Management LLC | 10,917 | $451.0K | 0.35% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 10,905 | $450.3K | 0.22% | −570−5.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 10,905 | $450.3K | 0.11% | −6,907−38.8% | Reduced |
| Vontobel Asset Management Inc | 10,895 | $449.9K | 0.00% | −126−1.1% | 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 |
| Global Trust Asset Management, LLC | 10,819 | $446.7K | 0.23% | −527−4.6% | Reduced |
| Alliance Wealth Advisors, LLC | 10,808 | $446.3K | 0.37% | −565−5.0% | Reduced |
| Sunflower Bank, N.A. | 10,725 | $443.0K | 0.10% | −614−5.4% | Reduced |
| McCarthy Asset Management, Inc. | 10,696 | $441.6K | 0.31% | −212−1.9% | Reduced |
| CX Institutional | 10,691 | $441.4K | 0.03% | +1,007+10.4% | Added |
| Keystone Financial Group | 10,671 | $440.6K | 0.09% | −132−1.2% | Reduced |
| Platform Technology Partners | 10,664 | $440.3K | 0.23% | −300−2.7% | Reduced |
| Security National Bank of So Dak | 10,623 | $439.0K | 0.32% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 10,639 | $439.0K | 0.01% | +190+1.8% | Added |
| Hikari Tsushin, Inc. | 10,631 | $439.0K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10,593 | $437.4K | 0.07% | +176+1.7% | Added |
| All Terrain Financial Advisors, LLC | 10,592 | $437.3K | 0.22% | −606−5.4% | Reduced |
| Davis R M Inc | 10,584 | $437.0K | 0.01% | −2,136−16.8% | Reduced |
| Coastal Bridge Advisors, LLC | 10,563 | $436.1K | 0.12% | +200+1.9% | Added |
| First Dallas Securities Inc. | 10,550 | $436.0K | 0.26% | −500−4.5% | Reduced |
| Flagstone Financial Management | 10,553 | $435.8K | 0.27% | +10,553 | New |
| Providence Capital Advisors, LLC | 10,519 | $434.3K | 0.12% | −154−1.4% | Reduced |
| Capital Square, LLC | 10,506 | $433.8K | 0.39% | −40,000−79.2% | Reduced |
| Pangea Capital Gestao de Recursos Ltda. | 10,500 | $433.5K | 0.39% | +10,500 | New |
| Prelude Capital Management, LLC | 10,479 | $432.7K | 0.03% | −58,675−84.8% | Reduced |
| Delta Financial Group, Inc. | 10,522 | $432.0K | 0.19% | +10,522 | New |
| Tarbox Family Office, Inc. | 10,404 | $429.6K | 0.09% | −10.0% | Reduced |
| Crawford Investment Counsel Inc | 10,397 | $429.3K | 0.01% | +2,203+26.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,359 | $427.7K | 0.03% | +4,439+75.0% | Added |
| Money Concepts Capital Corp | 10,339 | $426.9K | 0.02% | +9,733+1,606.1% | Added |
| Fort Point Capital Partners LLC | 10,331 | $426.6K | 0.08% | −7,220−41.1% | Reduced |
| West Branch Capital LLC | 10,305 | $425.5K | 0.26% | +30.0% | Added |
| Ssi Investment Management LLC | 10,304 | $425.5K | 0.03% | −8−0.1% | Reduced |
| Athena Investment Management | 10,267 | $423.9K | 0.31% | −120−1.2% | Reduced |
| Stephenson National Bank & Trust | 10,248 | $423.0K | 0.27% | 00.0% | Unchanged |
| Capital International Sarl | 10,236 | $422.6K | 0.03% | +10,236 | New |
| Gsa Capital Partners LLP | 10,220 | $422.0K | 0.05% | +10,220 | New |
| HCR Wealth Advisors | 10,217 | $421.9K | 0.09% | 00.0% | Unchanged |
| AM Squared Ltd | 10,200 | $421.2K | 0.28% | +10,200 | New |
| Journey Strategic Wealth LLC | 10,177 | $420.2K | 0.05% | −5,091−33.3% | Reduced |