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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 56,325 | $2.33M | 0.10% | +386+0.7% | Added |
| Baader Bank INC | 55,914 | $2.31M | 0.21% | 00.0% | Unchanged |
| SOL Capital Management CO | 55,568 | $2.29M | 0.41% | −250−0.4% | Reduced |
| Aquatic Capital Management LLC | 55,300 | $2.28M | 0.17% | +55,300 | New |
| Mitchell Sinkler & Starr | 55,125 | $2.28M | 0.73% | −4,318−7.3% | Reduced |
| Clearstead Advisors, LLC | 55,016 | $2.27M | 0.18% | −810−1.5% | Reduced |
| Legato Capital Management LLC | 54,661 | $2.26M | 0.43% | +54,661 | New |
| NBW Capital LLC | 54,363 | $2.24M | 0.57% | −49,768−47.8% | Reduced |
| SYSTM Wealth Solutions LLC | 54,229 | $2.24M | 0.28% | +54,229 | New |
| Walter & Keenan Financial Consulting Co | 54,107 | $2.23M | 0.88% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 53,915 | $2.23M | 0.02% | −1,384−2.5% | Reduced |
| DoubleLine ETF Adviser LP | 53,739 | $2.22M | 1.14% | +53,739 | New |
| Kestra Private Wealth Services, LLC | 53,623 | $2.21M | 0.11% | −5,429−9.2% | Reduced |
| Winning Points Advisors, LLC | 53,006 | $2.19M | 2.79% | −4,950−8.5% | Reduced |
| Private Asset Management Inc | 52,932 | $2.19M | 0.37% | +527+1.0% | Added |
| Gilder Gagnon Howe & Co LLC | 52,330 | $2.16M | 0.04% | −524−1.0% | Reduced |
| Hennessy Advisors Inc | 52,000 | $2.15M | 0.14% | −4,000−7.1% | Reduced |
| Quantinno Capital Management LP | 51,923 | $2.14M | 0.16% | −1,501−2.8% | Reduced |
| London Co of Virginia | 51,558 | $2.13M | 0.01% | −76−0.1% | Reduced |
| WCG Wealth Advisors LLC | 51,500 | $2.13M | 0.29% | +6,548+14.6% | Added |
| Aft, Forsyth & Sober, LLC | 51,500 | $2.13M | 0.96% | 00.0% | Unchanged |
| Associated Banc-Corp | 51,149 | $2.11M | 0.09% | −1,127−2.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 51,126 | $2.11M | 0.63% | −77−0.2% | Reduced |
| One River Asset Management, LLC | 51,028 | $2.11M | 1.45% | +51,028 | New |
| Capital Investment Counsel, Inc | 50,845 | $2.10M | 0.50% | +3,966+8.5% | Added |
| Steward Partners Investment Advisory, LLC | 50,605 | $2.09M | 0.04% | −273−0.5% | Reduced |
| Silvant Capital Management LLC | 50,528 | $2.09M | 0.15% | +955+1.9% | Added |
| White Pine Capital LLC | 50,270 | $2.08M | 0.81% | +4,565+10.0% | Added |
| HM Payson & Co | 50,204 | $2.07M | 0.05% | −90.0% | Reduced |
| Hyman Charles D | 50,080 | $2.07M | 0.14% | −651−1.3% | Reduced |
| Iat Reinsurance Co Ltd. | 50,000 | $2.06M | 0.41% | 00.0% | Unchanged |
| Qtron Investments LLC | 49,515 | $2.04M | 0.43% | +1,934+4.1% | Added |
| Blackhawk Capital Partners LLC. | 49,392 | $2.04M | 1.59% | −1,242−2.5% | Reduced |
| Geneos Wealth Management Inc. | 49,275 | $2.03M | 0.12% | −408−0.8% | Reduced |
| Shayne & Co., LLC | 49,239 | $2.03M | 1.13% | +586+1.2% | Added |
| LGT Group Foundation | 49,089 | $2.03M | 0.06% | +2,737+5.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,076 | $2.03M | 0.15% | −121−0.2% | Reduced |
| Wesbanco Bank Inc | 48,936 | $2.02M | 0.09% | +8,061+19.7% | Added |
| Lakeview Capital Partners, LLC | 43,540 | $2.02M | 0.64% | +7,544+21.0% | Added |
| Global Frontier Investments LLC | 48,661 | $2.01M | 0.88% | +48,661 | New |
| Bank Pictet & Cie (Asia) Ltd | 48,476 | $2.00M | 0.72% | +5,042+11.6% | Added |
| Resources Investment Advisors, LLC. | 48,271 | $1.99M | 0.06% | +1,316+2.8% | Added |
| Pring Turner Capital Group Inc | 48,051 | $1.98M | 2.16% | −5,642−10.5% | Reduced |
| Foster Group, Inc. | 47,930 | $1.98M | 0.15% | −440−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 47,919 | $1.98M | 0.10% | −4,074−7.8% | Reduced |
| Meeder Advisory Services, Inc. | 47,867 | $1.98M | 0.25% | +47,867 | New |
| Zeke Capital Advisors, LLC | 47,737 | $1.97M | 0.13% | −2,563−5.1% | Reduced |
| Somerset Group LLC | 47,629 | $1.97M | 1.73% | −218−0.5% | Reduced |
| GQG Partners LLC | 47,292 | $1.95M | 0.01% | +47,292 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 47,255 | $1.95M | 0.77% | −165−0.3% | Reduced |
| KG&L Capital Management,LLC | 47,135 | $1.95M | 1.12% | +5,461+13.1% | Added |
| Cigna Investments Inc | 47,090 | $1.95M | 0.41% | +339+0.7% | Added |
| Marks Group Wealth Management, Inc | 46,476 | $1.92M | 0.26% | +4,808+11.5% | Added |
| Crestwood Advisors Group LLC | 46,437 | $1.92M | 0.07% | −12,371−21.0% | Reduced |
| TBH Global Asset Management, LLC | 46,336 | $1.91M | 0.47% | −3,550−7.1% | Reduced |
| Bank of Stockton | 46,180 | $1.91M | 0.67% | −235−0.5% | Reduced |
| Paradigm Asset Management Co LLC | 46,052 | $1.90M | 0.53% | −33,600−42.2% | Reduced |
| Union Heritage Capital, LLC | 45,970 | $1.90M | 1.16% | 00.0% | Unchanged |
| Mark Stevens | 45,782 | $1.89M | 0.25% | −203−0.4% | Reduced |
| Xcel Wealth Management, LLC | 45,673 | $1.89M | 0.74% | −4,000−8.1% | Reduced |
| Trust Asset Management LLC | 45,629 | $1.88M | 0.23% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 45,538 | $1.88M | 0.04% | −22,889−33.5% | Reduced |
| Haverford Trust Co | 45,454 | $1.88M | 0.02% | −7,729−14.5% | Reduced |
| PFS Investments Inc. | 45,029 | $1.86M | 0.03% | +1,450+3.3% | Added |
| Pavion Blue Capital, LLC | 45,005 | $1.86M | 1.19% | −774−1.7% | Reduced |
| Timelo Investment Management Inc. | 45,000 | $1.86M | 1.83% | +45,000 | New |
| Azimuth Capital Investment Management LLC | 44,990 | $1.86M | 0.09% | −3,300−6.8% | Reduced |
| Private Management Group Inc | 44,952 | $1.86M | 0.08% | −2,950−6.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 44,692 | $1.85M | 0.18% | −964−2.1% | Reduced |
| Franklin Street Advisors Inc | 44,460 | $1.84M | 0.17% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 44,386 | $1.83M | 0.18% | −193−0.4% | Reduced |
| 3Chopt Investment Partners, LLC | 44,192 | $1.82M | 1.00% | +44,192 | New |
| Park Avenue Securities LLC | 44,113 | $1.82M | 0.03% | −996−2.2% | Reduced |
| Equitable Holdings, Inc. | 44,089 | $1.82M | 0.03% | +20,106+83.8% | Added |
| Buckingham Strategic Wealth, LLC | 43,566 | $1.80M | 0.03% | −69−0.2% | Reduced |
| HB Wealth Management, LLC | 43,347 | $1.79M | 0.03% | −1,758−3.9% | Reduced |
| AMG National Trust Bank | 43,277 | $1.79M | 0.06% | +3,340+8.4% | Added |
| TKG Advisors, LLC | 42,978 | $1.77M | 1.17% | +42,978 | New |
| Orion Portfolio Solutions, LLC | 42,639 | $1.76M | 0.06% | +4,110+10.7% | Added |
| Rocky Mountain Advisers, LLC | 42,575 | $1.76M | 0.98% | −1,300−3.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 42,535 | $1.76M | 0.20% | −12,571−22.8% | Reduced |
| Cohen Investment Advisors LLC | 42,529 | $1.76M | 1.46% | −302−0.7% | Reduced |
| United Asset Strategies, Inc. | 42,528 | $1.76M | 0.24% | −499−1.2% | Reduced |
| Jupiter Wealth Management LLC | 42,487 | $1.75M | 1.70% | −5,000−10.5% | Reduced |
| Avidian Wealth Solutions, LLC | 42,459 | $1.75M | 0.11% | +2,111+5.2% | Added |
| Gs Investments, Inc. | 42,400 | $1.75M | 1.08% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 42,261 | $1.74M | 0.21% | −1,271−2.9% | Reduced |
| WealthPLAN Partners, LLC | 35,767 | $1.73M | 0.12% | +35,767 | New |
| Fund Management at Engine No. 1 LLC | 41,946 | $1.73M | 0.42% | +5,474+15.0% | Added |
| Stonegate Investment Group, LLC | 41,895 | $1.73M | 0.07% | −2,743−6.1% | Reduced |
| Hendershot Investments Inc. | 41,791 | $1.73M | 0.29% | −6,510−13.5% | Reduced |
| Apollon Wealth Management, LLC | 41,781 | $1.73M | 0.12% | −1,124−2.6% | Reduced |
| WealthPlan Investment Management, LLC | 35,767 | $1.72M | 0.12% | +32+0.1% | Added |
| Triangle Securities Wealth Management | 41,643 | $1.72M | 0.63% | −213−0.5% | Reduced |
| Mach-1 Financial Group, Inc. | 41,551 | $1.72M | 0.80% | +38,172+1,129.7% | Added |
| Meridian Wealth Partners, LLC | 41,535 | $1.71M | 0.40% | +263+0.6% | Added |
| Global Retirement Partners, LLC | 41,505 | $1.71M | 0.12% | +1,293+3.2% | Added |
| Lincoln National Corp | 41,097 | $1.70M | 0.04% | +231+0.6% | Added |
| Avestar Capital, LLC | 40,941 | $1.69M | 0.36% | +628+1.6% | Added |
| Hollow Brook Wealth Management LLC | 40,844 | $1.69M | 0.81% | +657+1.6% | Added |