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 |
|---|---|---|---|---|---|
| M&R Capital Management Inc | 6,777 | $279.9K | 0.08% | −955−12.4% | Reduced |
| Traphagen Investment Advisors LLC | 9,221 | $278.3K | 0.04% | +386+4.4% | Added |
| Vista Private Wealth Partners. LLC | 6,728 | $277.8K | 0.13% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 6,718 | $277.4K | 0.02% | −214−3.1% | Reduced |
| Wagner Wealth Management, LLC | 6,715 | $277.2K | 0.17% | +489+7.9% | Added |
| Icon Wealth Advisors, LLC | 6,712 | $277.1K | 0.03% | +450+7.2% | Added |
| Papp L Roy & Associates | 6,700 | $276.6K | 0.04% | −88−1.3% | Reduced |
| Stockman Wealth Management, Inc. | 6,698 | $276.6K | 0.06% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 6,687 | $276.1K | 0.04% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 6,660 | $275.0K | 0.14% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 6,650 | $274.6K | 0.12% | +4+0.1% | Added |
| Unionview, LLC | 6,635 | $274.0K | 0.27% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,601 | $273.0K | 0.02% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 6,603 | $273.0K | 0.00% | +6,603 | New |
| Security Asset Management | 6,600 | $272.5K | 0.15% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,598 | $272.4K | 0.04% | −247−3.6% | Reduced |
| Westhampton Capital, LLC | 6,590 | $272.1K | 0.18% | 00.0% | Unchanged |
| Glassman Wealth Services | 6,590 | $272.1K | 0.05% | +400+6.5% | Added |
| City State Bank | 6,579 | $272.0K | 0.17% | −5,544−45.7% | Reduced |
| Credential Qtrade Securities Inc. | 6,584 | $271.9K | 0.02% | +854+14.9% | Added |
| Means Investment Co., Inc. | 6,562 | $270.9K | 0.05% | −561−7.9% | Reduced |
| LBMC Investment Advisors, LLC | 6,556 | $270.7K | 0.03% | −5−0.1% | Reduced |
| Americana Partners, LLC | 6,510 | $268.8K | 0.05% | +19+0.3% | Added |
| Lincoln Capital LLC | 6,503 | $268.5K | 0.08% | −2,931−31.1% | Reduced |
| Nexus Investment Management ULC | 6,500 | $268.4K | 0.03% | −2,500−27.8% | Reduced |
| Spirit of America Management Corp | 6,500 | $268.4K | 0.06% | 00.0% | Unchanged |
| Grove Bank & Trust | 6,470 | $267.0K | 0.06% | −1,900−22.7% | Reduced |
| Krilogy Financial LLC | 6,463 | $266.9K | 0.03% | −2,943−31.3% | Reduced |
| Intelligence Driven Advisers, LLC | 6,205 | $265.6K | 0.05% | +432+7.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 6,395 | $264.0K | 0.13% | +232+3.8% | Added |
| CMG Global Holdings, LLC | 6,365 | $262.8K | 0.25% | +20.0% | Added |
| Keel Point, LLC | 6,362 | $262.7K | 0.04% | +402+6.7% | Added |
| Concord Wealth Partners | 6,352 | $262.3K | 0.08% | −187−2.9% | Reduced |
| Main Street Financial Solutions, LLC | 6,315 | $261.3K | 0.04% | +563+9.8% | Added |
| Heritage Investment Group, Inc. | 6,332 | $261.0K | 0.08% | −369−5.5% | Reduced |
| SageView Advisory Group, LLC | 6,303 | $260.3K | 0.02% | +6,303 | New |
| Ten Capital Wealth Advisors, LLC | 6,303 | $260.3K | 0.10% | 00.0% | Unchanged |
| Brave Asset Management Inc | 6,301 | $260.2K | 0.09% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6,256 | $258.3K | 0.06% | −620−9.0% | Reduced |
| Adviser Investments LLC | 6,038 | $258.1K | 0.01% | −1,164−16.2% | Reduced |
| Calton & Associates, Inc. | 6,216 | $256.7K | 0.10% | +1,170+23.2% | Added |
| FSB Premier Wealth Management, Inc. | 6,205 | $256.2K | 0.14% | +1,209+24.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 6,202 | $256.1K | 0.20% | +27+0.4% | Added |
| CKW Financial Group | 6,200 | $256.0K | 0.04% | −300−4.6% | Reduced |
| Trustmark National Bank Trust Department | 6,199 | $256.0K | 0.02% | −180−2.8% | Reduced |
| Ropes Wealth Advisors LLC | 6,173 | $254.9K | 0.05% | +698+12.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 6,172 | $254.9K | 0.02% | −3,701−37.5% | Reduced |
| Investment Advisory Group, LLC | 6,171 | $254.8K | 0.16% | −72−1.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 6,132 | $253.2K | 0.06% | −210−3.3% | Reduced |
| Agate Pass Investment Management, LLC | 6,125 | $252.9K | 0.18% | −1,425−18.9% | Reduced |
| Sage Mountain Advisors LLC | 6,104 | $252.0K | 0.06% | +6,104 | New |
| Independence Bank of Kentucky | 6,115 | $252.0K | 0.11% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 6,100 | $252.0K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 6,099 | $251.8K | 0.13% | +669+12.3% | Added |
| Ullmann Financial Group, Inc. | 6,081 | $251.1K | 0.06% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 6,070 | $250.6K | 0.02% | −17,302−74.0% | Reduced |
| Western Pacific Wealth Management, LP | 6,060 | $250.2K | 0.21% | +1,650+37.4% | Added |
| Nations Financial Group Inc, | 6,056 | $250.1K | 0.03% | +880+17.0% | Added |
| SeaBridge Investment Advisors LLC | 6,045 | $249.6K | 0.09% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,037 | $249.3K | 0.04% | +6,037 | New |
| Bernardo Wealth Planning LLC | 6,027 | $248.9K | 0.12% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 6,010 | $248.2K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,000 | $248.0K | 0.01% | −100−1.6% | Reduced |
| Fenimore Asset Management Inc | 6,000 | $248.0K | 0.01% | +6,000 | New |
| Park National Corp | 6,002 | $247.8K | 0.01% | −1,145−16.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,996 | $247.6K | 0.08% | +5,996 | New |
| Lawson Kroeker Investment Management Inc | 5,975 | $246.7K | 0.08% | −325−5.2% | Reduced |
| FirstPurpose Wealth LLC | 5,945 | $245.5K | 0.14% | +159+2.7% | Added |
| Encompass Wealth Advisors, LLC | 5,915 | $244.2K | 0.09% | +8+0.1% | Added |
| Beta Wealth Group, Inc. | 5,900 | $243.6K | 0.16% | +5,900 | New |
| Catalyst Financial Partners LLC | 5,896 | $243.4K | 0.13% | +5,896 | New |
| Salomon & Ludwin, LLC | 5,894 | $243.4K | 0.03% | +813+16.0% | Added |
| Kesler, Norman & Wride, LLC | 5,892 | $243.3K | 0.06% | −195−3.2% | Reduced |
| Berger Financial Group, Inc | 5,872 | $242.4K | 0.03% | −544−8.5% | Reduced |
| Acorn Wealth Advisors, LLC | 5,854 | $242.0K | 0.19% | −263−4.3% | Reduced |
| Novare Capital Management LLC | 5,859 | $241.9K | 0.03% | −3,200−35.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 5,852 | $241.6K | 0.18% | −5,852−50.0% | Reduced |
| First County Bank | 5,789 | $239.0K | 0.11% | +5,789 | New |
| CWA Asset Management Group, LLC | 5,782 | $238.7K | 0.02% | +782+15.6% | Added |
| Baron Wealth Management LLC | 5,775 | $238.4K | 0.18% | +5,775 | New |
| Atom Investors LP | 5,754 | $237.6K | 0.12% | −1,954−25.4% | Reduced |
| Guyasuta Investment Advisors Inc | 5,752 | $237.5K | 0.02% | −1,235−17.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,737 | $236.9K | 0.07% | +5,737 | New |
| Syverson Strege & Co | 5,732 | $236.7K | 0.11% | +20.0% | Added |
| TCI Wealth Advisors, Inc. | 5,728 | $236.5K | 0.03% | +794+16.1% | Added |
| Weinberger Asset Management, Inc | 5,711 | $235.8K | 0.14% | −1,179−17.1% | Reduced |
| Patten & Patten Inc | 5,689 | $235.0K | 0.02% | 00.0% | Unchanged |
| Ballast, Inc. | 5,690 | $234.9K | 0.10% | −1,865−24.7% | Reduced |
| Levin Capital Strategies, L.P. | 5,677 | $234.4K | 0.03% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 5,668 | $234.0K | 0.20% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $234.0K | 0.14% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 5,661 | $233.7K | 0.10% | +411+7.8% | Added |
| Magnus Financial Group LLC | 5,656 | $233.5K | 0.04% | +17+0.3% | Added |
| Washington Trust Advisors, Inc. | 5,656 | $233.5K | 0.03% | −4,829−46.1% | Reduced |
| Family Firm, Inc. | 5,644 | $233.0K | 0.07% | +6+0.1% | Added |
| Boston Financial Mangement LLC | 5,643 | $233.0K | 0.01% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 5,625 | $232.3K | 0.03% | +245+4.6% | Added |
| Court Place Advisors, LLC | 5,620 | $232.1K | 0.08% | −1,531−21.4% | Reduced |
| Atlas Brown,Inc. | 5,603 | $231.3K | 0.11% | +165+3.0% | Added |
| Detalus Advisors, LLC | 5,600 | $231.2K | 0.11% | 00.0% | Unchanged |