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 |
|---|---|---|---|---|---|
| Lauterbach Financial Advisors, LLC | 10,168 | $419.8K | 0.37% | +49+0.5% | Added |
| Punch & Associates Investment Management, Inc. | 10,160 | $419.5K | 0.03% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 10,157 | $419.4K | 0.18% | +10,157 | New |
| Colony Family Offices, LLC | 10,150 | $419.1K | 0.17% | −14−0.1% | Reduced |
| Intrua Financial, LLC | 9,740 | $418.3K | 0.10% | −2,107−17.8% | Reduced |
| Aspen Investment Management Inc | 10,080 | $416.0K | 0.27% | −11−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 10,068 | $415.7K | 0.02% | −503−4.8% | Reduced |
| First PREMIER Bank | 9,995 | $413.0K | 0.13% | +1,200+13.6% | Added |
| Clal Insurance Enterprises Holdings Ltd | 10,000 | $413.0K | 0.01% | +10,000 | New |
| Headlands Technologies LLC | 9,999 | $413.0K | 0.33% | +9,999 | New |
| Evolution Capital Management LLC | 10,000 | $412.9K | 1.43% | +10,000 | New |
| Monument Capital Management | 9,975 | $411.9K | 0.14% | −2,853−22.2% | Reduced |
| Zuckerman Investment Group, LLC | 9,968 | $411.6K | 0.07% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 9,955 | $411.0K | 0.11% | +1,184+13.5% | Added |
| RB Capital Management, LLC | 9,942 | $410.5K | 0.15% | −186−1.8% | Reduced |
| Pacific Global Investment Management CO | 9,932 | $410.1K | 0.09% | +706+7.7% | Added |
| Modera Wealth Management, LLC | 9,923 | $409.7K | 0.02% | −573−5.5% | Reduced |
| Alta Advisers Ltd | 9,900 | $409.0K | 0.24% | 00.0% | Unchanged |
| LVW Advisors, LLC | 9,886 | $408.2K | 0.09% | +1,928+24.2% | Added |
| Bedel Financial Consulting, Inc. | 9,865 | $407.3K | 0.10% | +9,865 | New |
| Peak Planning Group, LLC | 9,854 | $406.9K | 0.36% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 9,803 | $404.8K | 0.09% | −1,488−13.2% | Reduced |
| Bray Capital Advisors | 9,776 | $403.6K | 0.13% | +6+0.1% | Added |
| TD Ameritrade Investment Management, LLC | 9,756 | $403.0K | 0.00% | +8,310+574.7% | Added |
| HighTower Trust Services, LTA | 9,779 | $402.1K | 0.04% | −918−8.6% | Reduced |
| ASB Consultores, LLC | 9,733 | $401.9K | 0.17% | +1,050+12.1% | Added |
| Stevens Capital Management LP | 9,716 | $401.0K | 0.25% | +9,716 | New |
| Boston Trust Walden Corp | 9,711 | $401.0K | 0.00% | −1,550−13.8% | Reduced |
| Wallace Advisory Group, LLC | 9,709 | $400.9K | 0.32% | +9,709 | New |
| Royal Capital Wealth Management, LLC | 9,633 | $398.0K | 0.42% | +13+0.1% | Added |
| Hartford Financial Management Inc. | 9,595 | $396.2K | 0.10% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 8,046 | $396.0K | 0.04% | −8,142−50.3% | Reduced |
| Advisors Management Group Inc | 9,591 | $396.0K | 0.15% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 9,583 | $395.7K | 0.03% | −216−2.2% | Reduced |
| Biltmore Family Office, LLC | 9,562 | $394.8K | 0.08% | +843+9.7% | Added |
| Prentiss Smith & Co Inc | 9,544 | $394.1K | 0.36% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 9,528 | $393.4K | 0.14% | +384+4.2% | Added |
| Gladstone Institutional Advisory LLC | 9,498 | $392.2K | 0.03% | −1,293−12.0% | Reduced |
| LMG Wealth Partners, LLC | 8,832 | $389.7K | 0.13% | +8,832 | New |
| Occidental Asset Management, LLC | 9,411 | $388.6K | 0.11% | +3,913+71.2% | Added |
| Cassaday & Co Wealth Management LLC | 9,394 | $387.9K | 0.02% | +9,394 | New |
| PVG Asset Management Corp | 9,386 | $387.5K | 1.71% | +9,386 | New |
| Ridgecrest Wealth Partners, LLC | 9,381 | $387.3K | 0.29% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 9,380 | $387.3K | 0.07% | −76−0.8% | Reduced |
| Texas Capital Bancshares Inc | 9,357 | $386.4K | 0.27% | +20+0.2% | Added |
| Bank of the West | 9,273 | $382.9K | 0.05% | +68+0.7% | Added |
| Doliver Advisors, LP | 9,220 | $380.7K | 0.13% | −50−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 9,217 | $380.6K | 0.08% | +704+8.3% | Added |
| Tributary Capital Management, LLC | 9,200 | $380.0K | 0.04% | +1,575+20.7% | Added |
| Alpha Family Trust | 9,185 | $379.2K | 0.34% | +2,000+27.8% | Added |
| Wayfinding Financial, LLC | 7,058 | $379.0K | 0.30% | −64−0.9% | Reduced |
| Hudock, Inc. | 9,174 | $378.8K | 0.13% | −1,157−11.2% | Reduced |
| Sippican Capital Advisors | 9,111 | $376.0K | 0.36% | −25−0.3% | Reduced |
| Visionary Wealth Advisors | 9,079 | $375.0K | 0.03% | +1,642+22.1% | Added |
| Humankind Investments LLC | 9,067 | $374.4K | 0.16% | −207−2.2% | Reduced |
| Colonial Trust Advisors | 9,042 | $373.3K | 0.05% | +69+0.8% | Added |
| Smith, Moore & Co. | 9,018 | $372.4K | 0.05% | −236−2.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 9,002 | $371.7K | 0.06% | −5,128−36.3% | Reduced |
| Tranquilli Financial Advisor LLC | 8,994 | $371.4K | 0.28% | +1,791+24.9% | Added |
| Royal Fund Management, LLC | 8,978 | $370.7K | 0.06% | +42+0.5% | Added |
| Monticello Wealth Management, LLC | 8,976 | $370.6K | 0.04% | +20.0% | Added |
| Titleist Asset Management, Ltd. | 8,973 | $370.5K | 0.09% | −2,669−22.9% | Reduced |
| X-Square Capital, LLC | 8,956 | $370.0K | 0.21% | −732−7.6% | Reduced |
| Mycio Wealth Partners, LLC | 8,949 | $369.5K | 0.12% | 00.0% | Unchanged |
| MKT Advisors LLC | 8,643 | $369.4K | 0.28% | +188+2.2% | Added |
| Delta Investment Management, LLC | 8,918 | $368.2K | 0.12% | +1,544+20.9% | Added |
| Petrus Trust Company, LTA | 8,918 | $368.2K | 0.05% | +8,918 | New |
| Vicus Capital | 8,906 | $367.7K | 0.04% | −642−6.7% | Reduced |
| Sweet Financial Partners, LLC | 8,885 | $366.9K | 0.11% | +40+0.5% | Added |
| Altfest L J & Co Inc | 8,870 | $366.0K | 0.06% | −37−0.4% | Reduced |
| River Wealth Advisors LLC | 8,857 | $365.7K | 0.07% | −191−2.1% | Reduced |
| Waddell & Associates, LLC | 8,854 | $365.6K | 0.06% | +1,593+21.9% | Added |
| Pacifica Capital Investments, LLC | 8,835 | $365.0K | 0.12% | −3,000−25.3% | Reduced |
| Campion Asset Management LLC | 8,825 | $364.4K | 0.36% | −610−6.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 8,816 | $364.0K | 0.20% | +37+0.4% | Added |
| Manchester Capital Management LLC | 8,810 | $363.7K | 0.05% | −523−5.6% | Reduced |
| First National Bank | 8,794 | $363.1K | 0.30% | −133−1.5% | Reduced |
| Lyell Wealth Management, LP | 8,785 | $362.7K | 0.06% | −291−3.2% | Reduced |
| Cim Investment Mangement Inc | 8,771 | $362.2K | 0.14% | −247−2.7% | Reduced |
| Field & Main Bank | 8,729 | $360.4K | 0.23% | +395+4.7% | Added |
| L2 Asset Management, LLC | 8,702 | $359.3K | 0.23% | +1,116+14.7% | Added |
| Financial Engines Advisors L.L.C. | 8,672 | $358.1K | 0.00% | +84+1.0% | Added |
| Integrated Investment Consultants, LLC | 8,672 | $358.1K | 0.12% | +3,107+55.8% | Added |
| Arete Wealth Advisors, LLC | 8,663 | $357.7K | 0.03% | −2,710−23.8% | Reduced |
| S.A. Mason LLC | 8,636 | $356.6K | 0.27% | −500−5.5% | Reduced |
| Van Strum & Towne Inc. | 8,564 | $353.6K | 0.15% | +2,000+30.5% | Added |
| Schulhoff & Co Inc | 8,532 | $352.3K | 0.16% | +20.0% | Added |
| Heritage Investors Management Corp | 8,534 | $352.0K | 0.02% | −556−6.1% | Reduced |
| Bollard Group LLC | 8,470 | $350.0K | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 8,470 | $349.7K | 0.00% | −544−6.0% | Reduced |
| Sawgrass Asset Management LLC | 8,440 | $348.5K | 0.05% | −25−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,404 | $347.0K | 0.05% | −230−2.7% | Reduced |
| Nichols & Pratt Advisers LLP | 8,400 | $346.8K | 0.03% | 00.0% | Unchanged |
| Callan Capital, LLC | 8,384 | $346.2K | 0.04% | +8,384 | New |
| Alpha Financial Advisors, LLC | 8,357 | $345.1K | 0.30% | +8,357 | New |
| Summit Asset Management, LLC | 8,320 | $343.5K | 0.10% | −3,530−29.8% | Reduced |
| Evermay Wealth Management LLC | 8,304 | $342.9K | 0.07% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 8,274 | $341.6K | 0.07% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 8,196 | $338.4K | 0.08% | +817+11.1% | Added |
| Astoria Portfolio Advisors LLC. | 7,697 | $338.1K | 0.16% | −549−6.7% | Reduced |