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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 5,570 | $230.0K | 0.02% | +92+1.7% | Added |
| Patton Albertson Miller Group, LLC | 5,553 | $229.3K | 0.04% | −1,175−17.5% | Reduced |
| BlackDiamond Wealth Management Inc. | 5,410 | $229.2K | 0.26% | −122−2.2% | Reduced |
| Powers Advisory Group, LLC | 5,535 | $228.5K | 0.17% | +24+0.4% | Added |
| Capital Planning Advisors, LLC | 5,533 | $228.5K | 0.05% | +5,533 | New |
| Willis Johnson & Associates, Inc. | 5,503 | $227.2K | 0.03% | +436+8.6% | Added |
| Financial Advocates Investment Management | 5,498 | $227.0K | 0.02% | −478−8.0% | Reduced |
| Atlantic Trust, LLC | 5,481 | $227.0K | 0.08% | +5,370+4,837.8% | Added |
| Tucker Asset Management LLC | 5,488 | $226.8K | 0.07% | +1,010+22.6% | Added |
| MSH Capital Advisors LLC | 5,482 | $226.3K | 0.10% | +62+1.1% | Added |
| Verum Partners LLC | 5,480 | $226.3K | 0.28% | +5,480 | New |
| HHM Wealth Advisors, LLC | 5,471 | $225.9K | 0.05% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 5,463 | $225.6K | 0.05% | +119+2.2% | Added |
| StoneX Group Inc. | 5,458 | $225.3K | 0.03% | +5,458 | New |
| Bridgewealth Advisory Group, LLC | 5,454 | $225.2K | 0.44% | +5,454 | New |
| Asset Dedication, LLC | 5,482 | $225.0K | 0.02% | +40+0.7% | Added |
| Ipswich Investment Management Co., Inc. | 5,431 | $224.2K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,417 | $223.7K | 0.02% | −14,840−73.3% | Reduced |
| Summit Global Investments | 5,410 | $223.0K | 0.02% | −72−1.3% | Reduced |
| Matrix Private Capital Group LLC | 5,395 | $222.8K | 0.15% | −91−1.7% | Reduced |
| Pegasus Partners Ltd. | 5,389 | $222.5K | 0.04% | −1,964−26.7% | Reduced |
| PDS Planning, Inc | 5,377 | $222.0K | 0.04% | +5,377 | New |
| Weaver Consulting Group | 5,364 | $221.5K | 0.11% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 5,354 | $221.1K | 0.05% | +107+2.0% | Added |
| CFO4Life, L.P. | 5,354 | $221.1K | 0.05% | +5,354 | New |
| Denver Wealth Management, Inc. | 5,363 | $221.0K | 0.17% | +27+0.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,340 | $220.5K | 0.01% | −3,177−37.3% | Reduced |
| Quent Capital, LLC | 5,337 | $220.4K | 0.04% | +619+13.1% | Added |
| Kapstone Financial Advisors LLC | 4,662 | $220.2K | 0.20% | +4,662 | New |
| Wade G W & Inc | 5,319 | $220.0K | 0.01% | +259+5.1% | Added |
| Camden National Bank | 5,298 | $219.0K | 0.05% | −1,000−15.9% | Reduced |
| Constitution Capital LLC | 5,300 | $218.8K | 0.14% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 5,300 | $218.8K | 0.22% | +50+1.0% | Added |
| Narus Financial Partners, LLC | 5,295 | $218.6K | 0.13% | −100−1.9% | Reduced |
| Klingenstein Fields & Co LP | 5,295 | $218.6K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,292 | $218.5K | 0.14% | −376−6.6% | Reduced |
| Indiana Trust & Investment Management CO | 5,290 | $218.0K | 0.12% | −1,133−17.6% | Reduced |
| Parkside Financial Bank & Trust | 5,269 | $217.6K | 0.06% | +133+2.6% | Added |
| Deltec Asset Management LLC | 5,260 | $217.2K | 0.06% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 5,255 | $217.0K | 0.12% | +40+0.8% | Added |
| Middleton & Co Inc | 5,210 | $214.7K | 0.03% | +205+4.1% | Added |
| Hills Bank & Trust Co | 5,196 | $214.0K | 0.03% | −3−0.1% | Reduced |
| OneAscent Wealth Management LLC | 5,186 | $214.0K | 0.10% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 5,169 | $213.4K | 0.08% | −79−1.5% | Reduced |
| Juncture Wealth Strategies, LLC | 5,160 | $213.1K | 0.10% | +5,160 | New |
| SPC Financial, Inc. | 5,150 | $212.6K | 0.03% | +5,150 | New |
| IFG Advisory, LLC | 5,141 | $212.0K | 0.02% | −3,402−39.8% | Reduced |
| Aspireon Wealth Advisors | 5,124 | $212.0K | 0.11% | +20.0% | Added |
| Venturi Wealth Management, LLC | 5,124 | $211.6K | 0.02% | +5,124 | New |
| Hohimer Wealth Management, LLC | 5,121 | $211.4K | 0.07% | 00.0% | Unchanged |
| Burt Wealth Advisors | 5,117 | $211.3K | 0.07% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 5,100 | $211.0K | 0.17% | +5,100 | New |
| First Western Trust Bank | 5,091 | $210.2K | 0.01% | +5,091 | New |
| Augustine Asset Management Inc | 5,088 | $210.1K | 0.12% | +5,088 | New |
| Hamilton Capital, LLC | 5,087 | $210.0K | 0.01% | +5,087 | New |
| TrinityPoint Wealth, LLC | 5,084 | $209.9K | 0.05% | +5,084 | New |
| Defender Capital, LLC. | 5,074 | $209.5K | 0.08% | 00.0% | Unchanged |
| Family Management Corp | 5,073 | $209.5K | 0.05% | +5,073 | New |
| Curated Wealth Partners LLC | 5,066 | $209.2K | 0.05% | +5,066 | New |
| Amarillo National Bank | 5,066 | $209.2K | 0.05% | −840−14.2% | Reduced |
| AlphaCore Capital LLC | 5,060 | $208.9K | 0.08% | −4−0.1% | Reduced |
| Guardian Wealth Advisors, LLC | 5,057 | $208.8K | 0.04% | +5,057 | New |
| Key Client Fiduciary Advisors, LLC | 5,016 | $207.1K | 0.14% | +5,016 | New |
| Puzo Michael J | 5,000 | $206.4K | 0.07% | 00.0% | Unchanged |
| Shay Capital LLC | 5,000 | $206.4K | 0.13% | +5,000 | New |
| Virtue Capital Management, LLC | 4,998 | $206.4K | 0.03% | +4,998 | New |
| MMBG Investment Advisors Co. | 4,980 | $206.0K | 0.03% | 00.0% | Unchanged |
| Gratus Capital LLC | 4,984 | $205.8K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4,974 | $205.4K | 0.03% | −446−8.2% | Reduced |
| McAdam, LLC | 4,280 | $205.0K | 0.02% | +4,280 | New |
| Rock Creek Group, LP | 4,961 | $204.8K | 0.02% | −282−5.4% | Reduced |
| Alaethes Wealth LLC | 4,955 | $204.6K | 0.14% | −17,595−78.0% | Reduced |
| Smith, Salley & Associates | 4,939 | $203.9K | 0.02% | +4,939 | New |
| United Bank | 4,919 | $203.1K | 0.03% | +4,919 | New |
| First Command Bank | 4,912 | $203.0K | 0.03% | −850−14.8% | Reduced |
| First Command Financial Services, Inc. | 4,912 | $203.0K | 0.03% | −850−14.8% | Reduced |
| Centurion Wealth Management LLC | 4,915 | $203.0K | 0.11% | +4,915 | New |
| Mayflower Financial Advisors, LLC | 4,901 | $202.4K | 0.03% | +4,901 | New |
| Grandfield & Dodd, LLC | 4,896 | $202.2K | 0.01% | −380−7.2% | Reduced |
| Samalin Investment Counsel, LLC | 4,892 | $202.0K | 0.13% | +4,892 | New |
| WoodTrust Financial Corp | 4,901 | $202.0K | 0.04% | +4,901 | New |
| Windsor Capital Management, LLC | 4,880 | $201.5K | 0.07% | +4,880 | New |
| Revolve Wealth Partners, LLC | 4,879 | $201.5K | 0.06% | +4,879 | New |
| Tempus Wealth Planning, LLC | 4,873 | $201.2K | 0.12% | +4,873 | New |
| Hayek Kallen Investment Management | 4,860 | $201.0K | 0.09% | −125−2.5% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 4,859 | $200.6K | 0.08% | −234−4.6% | Reduced |
| PSI Advisors, LLC | 4,847 | $200.1K | 0.11% | −2,005−29.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,824 | $199.2K | 0.11% | +3,203+197.6% | Added |
| Penserra Capital Management LLC | 4,833 | $199.0K | 0.00% | −951−16.4% | Reduced |
| Hantz Financial Services, Inc. | 4,798 | $198.0K | 0.01% | +343+7.7% | Added |
| Centiva Capital, LP | 4,742 | $195.8K | 0.02% | +3,932+485.4% | Added |
| Park Place Capital Corp | 4,634 | $191.0K | 0.05% | +4,634 | New |
| Trust Co | 4,613 | $190.0K | 0.03% | −94−2.0% | Reduced |
| Raleigh Capital Management Inc. | 4,529 | $187.0K | 0.10% | −376−7.7% | Reduced |
| Romano Brothers and Company | 4,384 | $181.0K | 0.03% | +4,384 | New |
| Carolinas Wealth Consulting LLC | 4,296 | $177.4K | 0.04% | +344+8.7% | Added |
| Hazlett, Burt & Watson, Inc. | 4,312 | $177.0K | 0.16% | +100+2.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,283 | $177.0K | 0.00% | +3,000+233.8% | Added |
| Hall Laurie J Trustee | 4,242 | $175.0K | 0.08% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4,232 | $174.7K | 0.00% | +27+0.6% | Added |