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 |
|---|---|---|---|---|---|
| Ulland Investment Advisors, LLC | 1,435 | $59.0K | 0.07% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,420 | $59.0K | 0.01% | +670+89.3% | Added |
| Abound Wealth Management | 1,402 | $57.9K | 0.03% | +113+8.8% | Added |
| Horizon Bancorp Inc | 1,369 | $57.0K | 0.03% | +1,369 | New |
| Versant Capital Management, Inc | 1,359 | $56.1K | 0.02% | +23+1.7% | Added |
| Hollencrest Capital Management | 1,357 | $56.0K | 0.01% | +1,357 | New |
| New England Capital Financial Advisors LLC | 1,272 | $55.9K | 0.04% | +1,272 | New |
| Family CFO Inc | 1,347 | $55.6K | 0.05% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,325 | $55.0K | 0.20% | +8+0.6% | Added |
| Glass Jacobson Investment Advisors llc | 1,329 | $54.9K | 0.03% | +1,329 | New |
| Bellevue Asset Management, LLC | 1,324 | $54.5K | 0.04% | +2+0.2% | Added |
| EWG Elevate Inc. | 1,318 | $54.4K | 0.03% | +1,318 | New |
| Mascoma Wealth Management LLC | 1,314 | $54.3K | 0.02% | −575−30.4% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,317 | $54.0K | 0.00% | −779−37.2% | Reduced |
| Fortis Capital Advisors, LLC | 1,300 | $53.7K | 0.03% | +1,300 | New |
| Rise Advisors, LLC | 1,292 | $53.4K | 0.04% | +8+0.6% | Added |
| Cranbrook Wealth Management, LLC | 1,275 | $52.6K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,271 | $52.5K | 0.07% | +1,271 | New |
| Resurgent Financial Advisors LLC | 1,247 | $51.5K | 0.03% | +1,247 | New |
| Investment Research & Advisory Group, Inc. | 1,225 | $50.6K | 0.03% | −120−8.9% | Reduced |
| Arcadia Investment Management Corp | 1,225 | $50.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $50.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,194 | $49.3K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,187 | $49.0K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,163 | $48.0K | 0.03% | +169+17.0% | Added |
| Mizuho Securities Co. Ltd. | 1,160 | $47.9K | 0.13% | −2,224−65.7% | Reduced |
| Hillsdale Investment Management Inc. | 1,040 | $42.9K | 0.00% | −310−23.0% | Reduced |
| Bell Investment Advisors, Inc | 1,006 | $41.5K | 0.01% | −92−8.4% | Reduced |
| Rational Advisors LLC | 1,001 | $41.3K | 0.00% | +26+2.7% | Added |
| Westport Asset Management Inc | 1,000 | $41.3K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 989 | $40.8K | 0.03% | +539+119.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 982 | $40.5K | 0.01% | +28+2.9% | Added |
| Freedom Wealth Alliance, LLC | 965 | $39.8K | 0.06% | +965 | New |
| Worth Asset Management, LLC | 950 | $39.2K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 914 | $37.7K | 0.03% | +914 | New |
| Sound Income Strategies, LLC | 911 | $37.6K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 906 | $37.4K | 0.01% | +906 | New |
| Lam Group, Inc. | 900 | $37.2K | 0.04% | +900 | New |
| Cyrus J. Lawrence, LLC | 900 | $37.0K | 0.01% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 904 | $37.0K | 0.03% | +904 | New |
| BDO Wealth Advisors, LLC | 875 | $36.1K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 850 | $35.1K | 0.03% | −50−5.6% | Reduced |
| FNY Investment Advisers, LLC | 846 | $34.0K | 0.05% | +846 | New |
| Tortoise Investment Management, LLC | 800 | $33.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 795 | $32.8K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 778 | $32.1K | 0.00% | −875−52.9% | Reduced |
| Banco de Sabadell, S.A | 559 | $32.0K | 0.03% | +48+9.4% | Added |
| RWM Asset Management, LLC | 767 | $31.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 734 | $30.3K | 0.02% | −111−13.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 729 | $30.1K | 0.02% | +5+0.7% | Added |
| Capital Advisors, Ltd. LLC | 2,754 | $30.0K | 0.01% | +2,291+494.8% | Added |
| Private Ocean, LLC | 720 | $29.7K | 0.00% | −307−29.9% | Reduced |
| Timber Creek Capital Management LLC | 700 | $28.9K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 693 | $28.6K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 693 | $28.6K | 0.02% | +2+0.3% | Added |
| Studio Investment Management LLC | 683 | $28.2K | 0.01% | +683 | New |
| US Asset Management LLC | 680 | $28.0K | 0.03% | +680 | New |
| Barrett & Company, Inc. | 665 | $27.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 636 | $27.3K | 0.01% | +636 | New |
| Silicon Valley Capital Partners | 639 | $26.4K | 0.01% | +639 | New |
| SkyView Investment Advisors, LLC | 640 | $26.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 624 | $25.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 614 | $25.3K | 0.01% | −17−2.7% | Reduced |
| AllSquare Wealth Management LLC | 606 | $25.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 604 | $24.9K | 0.00% | −576−48.8% | Reduced |
| RFP Financial Group LLC | 602 | $24.9K | 0.01% | +602 | New |
| Cedar Mountain Advisors, LLC | 597 | $24.6K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 585 | $24.2K | 0.02% | +585 | New |
| Baystate Wealth Management LLC | 573 | $24.0K | 0.00% | +3+0.5% | Added |
| Coastal Capital Group, Inc. | 590 | $23.7K | 0.01% | +1+0.2% | Added |
| Financial Management Professionals, Inc. | 564 | $23.0K | 0.00% | −124−18.0% | Reduced |
| America First Investment Advisors, LLC | 561 | $23.0K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 554 | $23.0K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 535 | $22.1K | 0.04% | −429−44.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 534 | $22.0K | 0.03% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 530 | $22.0K | 0.01% | +3+0.6% | Added |
| Beaird Harris Wealth Management, LLC | 520 | $21.5K | 0.00% | +291+127.1% | Added |
| MBM Wealth Consultants, LLC | 500 | $21.0K | 0.01% | −615−55.2% | Reduced |
| AlphaMark Advisors, LLC | 500 | $21.0K | 0.01% | −100−16.7% | Reduced |
| Retirement Group, LLC | 510 | $21.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 520 | $21.0K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 483 | $19.9K | 0.01% | +483 | New |
| Sanctuary Wealth Management, L.L.C. | 477 | $19.7K | 0.02% | +477 | New |
| Focused Wealth Management, Inc | 468 | $19.3K | 0.00% | +21+4.7% | Added |
| JDM Financial Group LLC | 465 | $19.2K | 0.02% | +465 | New |
| Knott David M Jr | 438 | $18.0K | 0.01% | 00.0% | Unchanged |
| My Personal CFO, LLC | 425 | $17.5K | 0.02% | +425 | New |
| Tower View Investment Management & Research LLC | 405 | $17.0K | 0.01% | +2+0.5% | Added |
| Red Tortoise LLC | 411 | $17.0K | 0.01% | +411 | New |
| Costello Asset Management, INC | 398 | $16.4K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 409 | $16.0K | 0.02% | +409 | New |
| NewSquare Capital LLC | 383 | $15.8K | 0.00% | −58−13.2% | Reduced |
| Raffa Wealth Management, LLC | 366 | $15.1K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 365 | $15.1K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 365 | $15.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 356 | $14.7K | 0.00% | −204−36.4% | Reduced |
| Stephens Consulting, LLC | 355 | $14.7K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 350 | $14.5K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 350 | $14.5K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 336 | $14.0K | 0.00% | −146−30.3% | Reduced |