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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Norway Savings Bank | 4,222 | $174.3K | 0.09% | +72+1.7% | Added |
| MinichMacGregor Wealth Management, LLC | 4,214 | $174.0K | 0.06% | +4,214 | New |
| Heritage Wealth Advisors | 4,208 | $173.7K | 0.01% | −285−6.3% | Reduced |
| JJJ Advisors Inc. | 4,053 | $173.6K | 0.05% | −555−12.0% | Reduced |
| Trustcore Financial Services, LLC | 4,184 | $172.8K | 0.02% | −38−0.9% | Reduced |
| Community Bank, N.A. | 4,125 | $170.3K | 0.02% | +1,794+77.0% | Added |
| Riverview Trust Co | 3,974 | $164.0K | 0.16% | +2,190+122.8% | Added |
| Eagle Bay Advisors LLC | 3,956 | $163.3K | 0.09% | +665+20.2% | Added |
| Blue Bell Private Wealth Management, LLC | 3,935 | $162.5K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,923 | $162.0K | 0.02% | −950−19.5% | Reduced |
| Tompkins Financial Corp | 3,820 | $158.0K | 0.02% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,786 | $156.3K | 0.06% | +3,786 | New |
| Sutton Wealth Advisors Inc. | 3,777 | $156.0K | 0.06% | +292+8.4% | Added |
| CoreCap Advisors, LLC | 3,733 | $154.1K | 0.01% | +3,733 | New |
| Column Capital Advisors, LLC | 3,730 | $154.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 3,733 | $154.0K | 0.13% | −344−8.4% | Reduced |
| West Oak Capital, LLC | 3,650 | $151.0K | 0.08% | −500−12.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,634 | $150.0K | 0.08% | −33−0.9% | Reduced |
| Atticus Wealth Management, LLC | 3,550 | $146.6K | 0.06% | −60−1.7% | Reduced |
| Spartan Fund Management Inc. | 3,547 | $146.0K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,523 | $145.5K | 0.02% | −104−2.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,517 | $145.2K | 0.03% | −545−13.4% | Reduced |
| Y.D. More Investments Ltd | 3,500 | $144.7K | 0.04% | +3,500 | New |
| Boyd Watterson Asset Management LLC | 3,482 | $143.8K | 0.06% | +3,482 | New |
| Rosenberg Matthew Hamilton | 3,465 | $143.1K | 0.05% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 3,000 | $132.7K | 0.13% | +3,000 | New |
| Powell Investment Advisors, LLC | 3,169 | $130.8K | 0.08% | 00.0% | Unchanged |
| Standard Family Office LLC | 3,140 | $129.7K | 0.25% | −6,532−67.5% | Reduced |
| Clean Yield Group | 3,091 | $127.6K | 0.05% | +243+8.5% | Added |
| Acropolis Investment Management, LLC | 3,071 | $126.8K | 0.01% | −195−6.0% | Reduced |
| SRS Capital Advisors, Inc. | 3,046 | $125.8K | 0.02% | −2,256−42.5% | Reduced |
| Gyon Technologies Capital Management, LP | 2,994 | $123.6K | 0.05% | −146,261−98.0% | Reduced |
| American National Bank | 2,915 | $120.0K | 0.02% | +1,089+59.6% | Added |
| Register Financial Advisors LLC | 2,879 | $118.9K | 0.08% | +2,879 | New |
| Aua Capital Management, LLC | 2,810 | $116.0K | 0.08% | 00.0% | Unchanged |
| Hoese & Co LLP | 2,374 | $114.0K | 0.12% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,758 | $113.9K | 0.03% | +1,837+199.5% | Added |
| Clear Investment Research, LLC | 2,734 | $113.0K | 0.22% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,693 | $111.2K | 0.09% | −1,061−28.3% | Reduced |
| Prestige Wealth Management Group LLC | 2,655 | $109.6K | 0.03% | +126+5.0% | Added |
| Pathway Financial Advisers, LLC | 2,629 | $108.6K | 0.04% | +2,629 | New |
| Missouri Trust & Investment Co | 2,605 | $108.0K | 0.06% | +165+6.8% | Added |
| Farther Finance Advisors, LLC | 2,608 | $107.7K | 0.04% | +2,608 | New |
| Acima Private Wealth, LLC | 2,572 | $106.2K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,503 | $104.0K | 0.01% | +64+2.6% | Added |
| Larson Financial Group LLC | 2,515 | $103.8K | 0.01% | −157−5.9% | Reduced |
| Islay Capital Management, LLC | 2,500 | $103.2K | 0.12% | 00.0% | Unchanged |
| First Personal Financial Services | 2,489 | $102.8K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,438 | $100.7K | 0.03% | −813−25.0% | Reduced |
| CNB Bank | 2,416 | $99.8K | 0.06% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,410 | $99.5K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,396 | $98.9K | 0.01% | −1,000−29.4% | Reduced |
| West Paces Advisors Inc. | 2,385 | $98.5K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,373 | $98.0K | 0.01% | −267−10.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,367 | $97.7K | 0.01% | −87−3.5% | Reduced |
| Core Alternative Capital | 2,362 | $97.5K | 0.01% | −209−8.1% | Reduced |
| Harvest Fund Management Co., Ltd | 2,330 | $96.0K | 0.02% | +622+36.4% | Added |
| Colonial Trust Co | 2,260 | $93.3K | 0.03% | −54−2.3% | Reduced |
| Exos TFP Holdings LLC | 2,247 | $92.8K | 0.03% | −133−5.6% | Reduced |
| Armstrong Advisory Group, Inc | 2,233 | $92.2K | 0.01% | +2,233 | New |
| First Financial Corp | 2,210 | $91.3K | 0.06% | 00.0% | Unchanged |
| First Community Trust NA | 2,213 | $91.0K | 0.11% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,194 | $91.0K | 0.03% | +131+6.3% | Added |
| Financial Perspectives, Inc | 2,193 | $90.6K | 0.05% | +5+0.2% | Added |
| Madden Securities Corp | 2,188 | $90.3K | 0.05% | +2,188 | New |
| Tyler-Stone Wealth Management | 2,148 | $89.0K | 0.06% | +150+7.5% | Added |
| Sargent Bickham Lagudis LLC | 2,145 | $88.5K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,135 | $88.2K | 0.00% | +735+52.5% | Added |
| St Germain D J Co Inc | 298,777 | $85.5K | 0.03% | +830.0% | Added |
| Atlas Capital Advisors LLC | 2,061 | $85.1K | 0.01% | −1,050−33.8% | Reduced |
| Global Financial Private Client, LLC | 2,021 | $83.4K | 0.05% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 2,000 | $82.6K | 0.04% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 29,462 | $82.3K | 0.05% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,919 | $79.0K | 0.08% | −542−22.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $79.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,903 | $78.6K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,900 | $78.5K | 0.06% | +1,900 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,851 | $76.4K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,805 | $74.5K | 0.01% | +1,805 | New |
| Gables Capital Management Inc. | 1,800 | $74.3K | 0.05% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,785 | $74.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,779 | $73.5K | 0.04% | −766−30.1% | Reduced |
| Winch Advisory Services, LLC | 1,764 | $73.0K | 0.03% | +11+0.6% | Added |
| Earnest Partners LLC | 1,761 | $72.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 1,732 | $71.5K | 0.03% | +1,732 | New |
| SOA Wealth Advisors, LLC. | 1,718 | $70.9K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,710 | $70.2K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,614 | $68.4K | 0.03% | +1,614 | New |
| Bay Harbor Wealth Management, LLC | 1,642 | $68.0K | 0.03% | −6−0.4% | Reduced |
| Bogart Wealth, LLC | 1,624 | $67.1K | 0.00% | −205−11.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,620 | $67.0K | 0.00% | +22+1.4% | Added |
| Key Financial Inc | 1,657 | $66.6K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 1,603 | $66.2K | 0.03% | +122+8.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,576 | $65.0K | 0.04% | −190−10.8% | Reduced |
| SJS Investment Consulting Inc. | 1,571 | $64.9K | 0.02% | +98+6.7% | Added |
| Optimum Investment Advisors | 1,503 | $62.1K | 0.03% | −1,000−40.0% | Reduced |
| Annapolis Financial Services, LLC | 1,485 | $61.3K | 0.02% | +2+0.1% | Added |
| Lumature Wealth Partners, LLC | 1,479 | $61.1K | 0.03% | −270−15.4% | Reduced |
| Beacon Capital Management, LLC | 1,466 | $60.6K | 0.02% | +6+0.4% | Added |
| Archer Investment Corp | 1,466 | $60.5K | 0.02% | +675+85.3% | Added |