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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 8,193 | $338.0K | 0.08% | +167+2.1% | Added |
| New Millennium Group LLC | 8,166 | $337.2K | 0.36% | +8+0.1% | Added |
| Cidel Asset Management Inc | 8,100 | $334.4K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 8,047 | $333.0K | 0.10% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 8,047 | $332.3K | 0.05% | 00.0% | Unchanged |
| West Wealth Group, LLC | 8,046 | $332.2K | 0.17% | +21+0.3% | Added |
| Old West Investment Management, LLC | 8,037 | $331.8K | 0.21% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 8,021 | $331.1K | 0.28% | −42−0.5% | Reduced |
| New Hampshire Trust | 8,005 | $330.5K | 0.09% | +8,005 | New |
| Gateway Wealth Partners, LLC | 7,999 | $330.3K | 0.06% | +7,999 | New |
| Boston Common Asset Management, LLC | 7,985 | $330.0K | 0.02% | −5,275−39.8% | Reduced |
| Sky Investment Group LLC | 8,004 | $330.0K | 0.08% | +1,245+18.4% | Added |
| Red Door Wealth Management, LLC | 7,985 | $329.7K | 0.11% | −277−3.4% | Reduced |
| Planning Center, Inc. | 7,981 | $329.5K | 0.10% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 7,980 | $329.5K | 0.06% | −466−5.5% | Reduced |
| Donaldson Capital Management, LLC | 7,980 | $329.5K | 0.02% | +503+6.7% | Added |
| Quarry LP | 7,975 | $329.3K | 0.36% | +7,975 | New |
| Cambridge Advisors Inc. | 7,974 | $329.2K | 0.09% | −78−1.0% | Reduced |
| Exencial Wealth Advisors, LLC | 7,965 | $328.9K | 0.02% | +871+12.3% | Added |
| Ghe, LLC | 7,923 | $327.0K | 0.31% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,879 | $325.0K | 0.17% | +71+0.9% | Added |
| Cedar Brook Financial Partners, LLC | 7,864 | $324.7K | 0.09% | +394+5.3% | Added |
| Mechanics Bank Trust Department | 7,825 | $323.1K | 0.06% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 7,846 | $323.0K | 0.05% | +10.0% | Added |
| First Citizens Financial Corp | 7,813 | $323.0K | 0.28% | +200+2.6% | Added |
| Achmea Investment Management B.V. | 8,352 | $323.0K | 0.01% | +1,185+16.5% | Added |
| Weil Company, Inc. | 7,809 | $322.4K | 0.15% | 00.0% | Unchanged |
| Summit X, LLC | 8,223 | $322.1K | 0.09% | −1,285−13.5% | Reduced |
| Summit Financial, LLC | 7,801 | $322.1K | 0.03% | −3,381−30.2% | Reduced |
| Marietta Investment Partners LLC | 7,800 | $322.1K | 0.09% | −45−0.6% | Reduced |
| Atwood & Palmer Inc | 7,800 | $322.1K | 0.03% | 00.0% | Unchanged |
| Claar Advisors LLC | 7,800 | $322.1K | 0.14% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 7,773 | $320.9K | 0.08% | −1,006−11.5% | Reduced |
| BancorpSouth Bank | 7,770 | $320.8K | 0.03% | −292−3.6% | Reduced |
| Parsons Capital Management Inc | 7,765 | $320.6K | 0.03% | +21+0.3% | Added |
| Boothbay Fund Management, LLC | 7,765 | $320.6K | 0.01% | +7,765 | New |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $320.6K | 0.08% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 28,914 | $320.1K | 0.40% | +28,914 | New |
| Seelaus Asset Management LLC | 7,761 | $320.0K | 0.24% | +7,761 | New |
| Latitude Advisors, LLC | 7,731 | $319.2K | 0.24% | −1,084−12.3% | Reduced |
| Greenspring Advisors, LLC | 7,709 | $318.3K | 0.08% | +656+9.3% | Added |
| Twin Focus Capital Partners, LLC | 7,656 | $316.1K | 0.07% | −75−1.0% | Reduced |
| Sender Co & Partners, Inc. | 7,654 | $316.0K | 0.48% | +7,654 | New |
| Plancorp, LLC | 7,641 | $315.5K | 0.02% | −814−9.6% | Reduced |
| CVA Family Office, LLC | 7,627 | $314.9K | 0.08% | −680−8.2% | Reduced |
| Howland Capital Management LLC | 7,567 | $312.4K | 0.02% | +162+2.2% | Added |
| OneAscent Financial Services LLC | 7,558 | $312.0K | 0.13% | +7,558 | New |
| Cyndeo Wealth Partners, LLC | 7,515 | $310.3K | 0.04% | +7,515 | New |
| Bailard, Inc. | 7,508 | $310.0K | 0.01% | −2,669−26.2% | Reduced |
| Magnolia Capital Management Ltd | 7,500 | $310.0K | 0.30% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 7,492 | $309.4K | 0.14% | −47−0.6% | Reduced |
| STAR Financial Bank | 7,457 | $307.9K | 0.31% | +7,457 | New |
| Intrust Bank NA | 7,453 | $307.7K | 0.04% | −24−0.3% | Reduced |
| E&G Advisors, LP | 7,448 | $307.5K | 0.12% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 7,434 | $307.0K | 0.30% | −5,867−44.1% | Reduced |
| Verus Capital Partners, LLC | 7,414 | $306.1K | 0.06% | −37−0.5% | Reduced |
| New Jersey Better Educational Savings Trust | 7,401 | $305.6K | 0.90% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 7,400 | $305.5K | 0.12% | −300−3.9% | Reduced |
| Cowa, LLC | 7,400 | $305.5K | 0.19% | +600+8.8% | Added |
| E Fund Management Co., Ltd. | 7,377 | $305.0K | 0.03% | −304−4.0% | Reduced |
| Arrow Financial Corp | 7,385 | $305.0K | 0.04% | −175−2.3% | Reduced |
| UMA Financial Services, Inc. | 6,855 | $304.7K | 0.08% | +61+0.9% | Added |
| Richard W. Paul & Associates, LLC | 7,378 | $304.7K | 0.15% | +7,378 | New |
| Meeder Asset Management Inc | 7,290 | $301.0K | 0.03% | −47,688−86.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 7,300 | $301.0K | 0.27% | −3,600−33.0% | Reduced |
| Zullo Investment Group, Inc. | 7,287 | $300.9K | 0.18% | +163+2.3% | Added |
| Pin Oak Investment Advisors Inc | 7,268 | $300.0K | 0.37% | −250−3.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,259 | $300.0K | 0.26% | +18+0.2% | Added |
| Wealth Architects, LLC | 7,265 | $300.0K | 0.06% | +128+1.8% | Added |
| Buttonwood Financial Advisors Inc. | 7,237 | $298.8K | 0.25% | +66+0.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,231 | $298.6K | 0.16% | +309+4.5% | Added |
| Mission Creek Capital Partners, Inc. | 7,219 | $298.1K | 0.11% | +10+0.1% | Added |
| Legacy Financial Advisors, Inc. | 7,180 | $296.5K | 0.06% | −713−9.0% | Reduced |
| MONECO Advisors, LLC | 7,176 | $296.3K | 0.11% | +30.0% | Added |
| Wealth Effects LLC | 7,173 | $296.2K | 0.17% | −811−10.2% | Reduced |
| Lynch & Associates | 7,164 | $295.8K | 0.08% | 00.0% | Unchanged |
| FLC Capital Advisors | 7,146 | $295.1K | 0.09% | −641−8.2% | Reduced |
| Ausdal Financial Partners, Inc. | 7,131 | $294.4K | 0.04% | −722−9.2% | Reduced |
| ERTS Wealth Advisors, LLC | 7,098 | $293.1K | 0.08% | −675−8.7% | Reduced |
| Nwam LLC | 7,085 | $292.6K | 0.03% | +190+2.8% | Added |
| Well Done, LLC | 7,037 | $290.5K | 0.06% | −96−1.3% | Reduced |
| Enterprise Financial Services Corp | 7,011 | $289.5K | 0.20% | −78−1.1% | Reduced |
| Kearns & Associates LLC | 7,000 | $289.0K | 0.30% | +7,000 | New |
| SNS Financial Group, LLC | 6,987 | $288.5K | 0.04% | +172+2.5% | Added |
| BNC Wealth Management, LLC | 6,987 | $288.5K | 0.17% | +20.0% | Added |
| Woodstock Corp | 6,984 | $288.4K | 0.04% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 6,987 | $288.0K | 0.12% | +6,987 | New |
| Evolution Advisers, Inc. | 6,972 | $287.0K | 0.22% | −655−8.6% | Reduced |
| Avion Wealth | 7,148 | $287.0K | 0.09% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,947 | $286.8K | 0.02% | −128−1.8% | Reduced |
| Sanford Advisory Services, LLC | 6,930 | $286.1K | 0.07% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 6,911 | $285.4K | 0.07% | −38,516−84.8% | Reduced |
| John W. Brooker & Co., CPAs | 6,904 | $285.1K | 0.19% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,904 | $285.1K | 0.20% | +487+7.6% | Added |
| Silvia McColl Wealth Management, LLC | 6,888 | $284.4K | 0.28% | +6,888 | New |
| Capital Advisors Inc | 6,879 | $284.0K | 0.01% | +6,879 | New |
| Successful Portfolios LLC | 6,873 | $284.0K | 0.19% | −164−2.3% | Reduced |
| Green Harvest Asset Management LLC | 6,869 | $283.6K | 0.01% | +6,869 | New |
| Fruth Investment Management | 6,818 | $281.0K | 0.08% | 00.0% | Unchanged |
| Founders Capital Management | 6,813 | $281.0K | 0.21% | 00.0% | Unchanged |