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 |
|---|---|---|---|---|---|
| Paragon Wealth Strategies, LLC | 322 | $13.3K | 0.02% | +322 | New |
| TFC Financial Management | 321 | $13.3K | 0.00% | +2+0.6% | Added |
| Loomis Sayles & Co L P | 314 | $13.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 312 | $12.9K | 0.01% | −48−13.3% | Reduced |
| PFS Partners, LLC | 311 | $12.8K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 310 | $12.8K | 0.01% | +310 | New |
| QVR LLC | 310 | $12.8K | 0.02% | −14,709−97.9% | Reduced |
| Bourgeon Capital Management LLC | 308 | $12.7K | 0.00% | +300+3,750.0% | Added |
| Westside Investment Management, Inc. | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 284 | $11.7K | 0.79% | +284 | New |
| Grey Fox Wealth Advisors, LLC | 284 | $11.7K | 0.01% | +284 | New |
| Dark Forest Capital Management LP | 276 | $11.4K | 0.00% | +276 | New |
| First Command Advisory Services, Inc. | 272 | $11.0K | 0.00% | +272 | New |
| Cedar Wealth Management, LLC | 250 | $10.3K | 0.01% | 00.0% | Unchanged |
| Capital Management Associates | 250 | $10.3K | 0.02% | +250 | New |
| Norwood Financial Corp | 250 | $10.3K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 256 | $10.0K | 0.00% | +1+0.4% | Added |
| Fiduciary Alliance LLC | 233 | $9.62K | 0.00% | +233 | New |
| Exchange Traded Concepts, LLC | 222 | $9.17K | 0.00% | −136−38.0% | Reduced |
| Cornerstone Management, Inc. | 220 | $9.08K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 218 | $9.00K | 0.00% | +2+0.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 210 | $9.00K | 0.08% | −210−50.0% | Reduced |
| Kozak & Associates, Inc. | 221 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 241 | $9.00K | 0.01% | 00.0% | Unchanged |
| Rebalance, LLC | 217 | $8.96K | 0.00% | +217 | New |
| Arcus Capital Partners, LLC | 200 | $8.26K | 0.00% | +200 | New |
| First National Bank of South Miami | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 190 | $8.00K | 0.00% | +1+0.5% | Added |
| Kraematon Investment Advisors, Inc | 190 | $7.84K | 0.01% | +190 | New |
| Lansing Street Advisors | 180 | $7.43K | 0.01% | +180 | New |
| Bellwether Advisors, LLC | 172 | $7.10K | 0.00% | −572−76.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 170 | $7.02K | 0.01% | +170 | New |
| Benjamin Edwards Inc | 160 | $7.00K | 0.00% | −127−44.3% | Reduced |
| Castleview Partners, LLC | 168 | $6.94K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 167 | $6.89K | 0.00% | −18−9.7% | Reduced |
| Wolff Wiese Magana LLC | 165 | $6.81K | 0.01% | −3,372−95.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 164 | $6.77K | 0.00% | −51−23.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 163 | $6.73K | 0.00% | +163 | New |
| Leelyn Smith, LLC | 157 | $6.48K | 0.00% | +150+2,142.9% | Added |
| Trifecta Capital Advisors, LLC | 152 | $6.28K | 0.00% | +152 | New |
| TSFG, LLC | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 145 | $5.99K | 0.00% | +145 | New |
| Savior LLC | 127 | $5.24K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 108 | $5.18K | 0.00% | +108 | New |
| Transamerica Financial Advisors, Inc. | 118 | $5.00K | 0.00% | −350−74.8% | Reduced |
| Carolina Wealth Advisors, LLC | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 116 | $5.00K | 0.00% | +116 | New |
| Baldrige Asset Management LLC | 126 | $5.00K | 0.00% | +126 | New |
| Corrado Advisors, LLC | 120 | $4.96K | 0.00% | +120 | New |
| Toth Financial Advisory Corp | 105 | $4.33K | 0.00% | +12+12.9% | Added |
| ClariVest Asset Management LLC | 92 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motco | 82 | $3.39K | 0.00% | −347−80.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 79 | $3.26K | 0.00% | +79 | New |
| Delta Accumulation, LLC | 73 | $3.01K | 0.08% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 72 | $2.96K | 0.00% | +1+1.4% | Added |
| FSC Wealth Advisors, LLC | 68 | $2.81K | 0.00% | −65−48.9% | Reduced |
| Albion Financial Group | 67 | $2.77K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 53 | $2.19K | 0.00% | 00.0% | Unchanged |
| Insight Inv LLC | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 43 | $2.00K | 0.00% | −150−77.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 39 | $1.61K | 0.00% | +39 | New |
| Sofos Investments, Inc. | 41 | $1.60K | 0.02% | −599−93.6% | Reduced |
| Tfo-TDC, LLC | 27 | $1.28K | 0.00% | +27 | New |
| Hallmark Capital Management Inc | 26 | $1.07K | 0.00% | −400−93.9% | Reduced |
| Creative Capital Management Investments LLC | 33 | $1.00K | 0.00% | +33 | New |
| PFG Private Wealth Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 89,980 | – | – | +5,568+6.6% | Added |
| Kula Investments, LLC | 37,115 | – | – | +37,115 | New |
| Sierra Capital LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −9,072,713−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,584,199−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −838,647−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −665,237−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −399,801−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −295,053−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −240,454−100.0% | Sold out |
| Lincluden Management Ltd | 0 | $0 | 0.00% | −168,841−100.0% | Sold out |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −154,900−100.0% | Sold out |
| Bizma Investimentos Ltda | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −94,010−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −73,800−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −68,294−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −66,483−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −61,451−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −59,159−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −57,612−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −50,408−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −49,262−100.0% | Sold out |
| Round Hill Asset Management | 0 | $0 | 0.00% | −45,412−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −42,069−100.0% | Sold out |
| Hirtle Callaghan & Co LLC | 0 | $0 | 0.00% | −38,050−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −28,702−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −26,407−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −24,956−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −23,630−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −21,142−100.0% | Sold out |
| Coury Firm Asset Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |