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Livermore
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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, Q1 2023

Institutional positions in Wells Fargo & Company as of Mar 31, 2023. 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
1,993
−32 vs. Q4 2022
Shares held
2.77B
−44.1M (−1.6%) vs. Q4 2022
Total value
$103.6B
−$12.6B (−10.9%) vs. Q4 2022
New holders
146
767 more added
Sold out
178
796 more reduced

45 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,993 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,883 institutions
Value heldQ1 2023: $103.6B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,883$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2022.

Institutions holding WFC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
PFG Private Wealth Management, LLC5$1870.00%00.0%Unchanged
USA Financial Portformulas Corp25$9350.00%+25New
Hallmark Capital Management Inc26$9720.00%00.0%Unchanged
Tfo-TDC, LLC35$1.31K0.00%+8+29.6%Added
Tilia Fiduciary Partners, Inc.45$1.68K0.00%+45New
Global Wealth Strategies & Associates46$1.72K0.00%+46New
Delos Wealth Advisors, LLC50$1.87K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC50$1.87K0.00%+50New
Morton Brown Family Wealth, LLC50$1.87K0.00%+50New
St. Johns Investment Management Company, LLC53$1.98K0.00%00.0%Unchanged
ClariVest Asset Management LLC78$2.00K0.00%−14−15.2%Reduced
ZRC Wealth Management, LLC60$2.24K0.00%+60New
Chesapeake Asset Management LLC63$2.35K0.00%+63New
Albion Financial Group67$2.50K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC68$2.54K0.00%00.0%Unchanged
Sofos Investments, Inc.37$2.59K0.11%−4−9.8%Reduced
Beacon Capital Management, Inc.70$2.62K0.00%+70New
Your Advocates Ltd., LLP72$2.69K0.00%00.0%Unchanged
Delta Accumulation, LLC73$2.73K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC79$2.95K0.00%00.0%Unchanged
Motco82$3.06K0.00%00.0%Unchanged
Toth Financial Advisory Corp93$3.48K0.00%−12−11.4%Reduced
Tanglewood Legacy Advisors, LLC100$3.74K0.00%+100New
Eukles Asset Management101$3.77K0.00%00.0%Unchanged
Elequin Capital LP101$3.77K0.00%+101New
Wolff Wiese Magana LLC105$3.92K0.00%−60−36.4%Reduced
Financial Management Professionals, Inc.108$4.00K0.00%−456−80.9%Reduced
James Investment Research Inc116$4.00K0.00%00.0%Unchanged
Atlantic Trust, LLC111$4.15K0.00%−5,370−98.0%Reduced
Carolina Wealth Advisors, LLC113$4.22K0.00%00.0%Unchanged
Granite FO LLC108$4.29K0.00%00.0%Unchanged
Y.D. More Investments Ltd122$4.52K0.00%−3,378−96.5%Reduced
Savior LLC127$4.75K0.00%00.0%Unchanged
Benjamin Edwards Inc123$5.00K0.00%−37−23.1%Reduced
TSFG, LLC138$5.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.118$5.00K0.00%00.0%Unchanged
Baldrige Asset Management LLC126$5.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC128$5.00K0.00%+128New
Trifecta Capital Advisors, LLC152$5.68K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC160$5.98K0.00%+160New
Oliver Lagore Vanvalin Investment Group164$6.13K0.00%00.0%Unchanged
Castleview Partners, LLC168$6.28K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.170$6.36K0.01%00.0%Unchanged
Bellwether Advisors, LLC172$6.43K0.00%00.0%Unchanged
PayPay Securities Corp174$6.50K0.43%−110−38.7%Reduced
Ridgewood Investments LLC174$6.50K0.00%+174New
Lansing Street Advisors180$6.73K0.00%00.0%Unchanged
Financial Connections Group, Inc.191$7.00K0.00%−50−20.7%Reduced
Princeton Global Asset Management LLC191$7.15K0.00%+1+0.5%Added
Schubert & Co196$7.33K0.01%−116−37.2%Reduced
West Financial Advisors, LLC199$7.44K0.00%+199New
First National Bank of South Miami200$7.48K0.01%00.0%Unchanged
25 LLC206$7.92K0.00%+206New
Kozak & Associates, Inc.212$7.93K0.00%−9−4.1%Reduced
Cornerstone Management, Inc.214$8.00K0.00%−6−2.7%Reduced
Gleason Group, Inc.219$8.20K0.00%+1+0.5%Added
True Wealth Design, LLC220$8.22K0.00%+220New
Coston, McIsaac & Partners256$9.00K0.00%00.0%Unchanged
Disciplined Investments, LLC242$9.05K0.00%+75+44.9%Added
Norwood Financial Corp250$9.34K0.01%00.0%Unchanged
Capital Management Associates250$9.35K0.01%00.0%Unchanged
Grey Fox Wealth Advisors, LLC284$10.6K0.01%00.0%Unchanged
Hanson & Doremus Investment Management295$11.0K0.00%−41−12.2%Reduced
Westside Investment Management, Inc.300$11.2K0.00%00.0%Unchanged
Bourgeon Capital Management LLC308$11.5K0.00%00.0%Unchanged
PFS Partners, LLC311$11.6K0.01%00.0%Unchanged
Carmel Capital Partners, LLC314$11.7K0.01%+314New
America First Investment Advisors, LLC341$12.7K0.00%−220−39.2%Reduced
Veritas Investment Partners (UK) Ltd.350$13.1K0.00%00.0%Unchanged
Newton One Investments LLC350$13.1K0.01%00.0%Unchanged
Stephens Consulting, LLC355$13.3K0.01%00.0%Unchanged
Center for Financial Planning, Inc.356$13.3K0.00%00.0%Unchanged
Raffa Wealth Management, LLC366$13.7K0.00%00.0%Unchanged
Ahrens Investment Partners LLC374$14.0K0.01%+374New
TFC Financial Management379$14.2K0.00%+58+18.1%Added
Central Bank & Trust Co392$14.7K0.00%+27+7.4%Added
NewSquare Capital LLC395$14.8K0.00%+12+3.1%Added
Costello Asset Management, INC398$14.9K0.02%00.0%Unchanged
Tower View Investment Management & Research LLC408$15.0K0.01%+3+0.7%Added
McClarren Financial Advisors, Inc.411$15.0K0.01%+2+0.5%Added
Red Tortoise LLC411$15.4K0.01%00.0%Unchanged
Knott David M Jr438$16.0K0.01%00.0%Unchanged
Nalls Sherbakoff Group, LLC440$16.4K0.02%+440New
Focused Wealth Management, Inc449$16.8K0.00%−19−4.1%Reduced
Stone House Investment Management, LLC454$17.0K0.01%+454New
GeoWealth Management, LLC415$17.0K0.00%−2,088−83.4%Reduced
Hillsdale Investment Management Inc.460$17.2K0.00%−580−55.8%Reduced
JDM Financial Group LLC465$17.4K0.02%00.0%Unchanged
DuPont Capital Management Corp486$18.2K0.00%−28,212−98.3%Reduced
Live Oak Investment Partners–$18.7K0.02%–New
Horizon Bancorp Inc519$19.0K0.01%−850−62.1%Reduced
AlphaMark Advisors, LLC500$19.0K0.01%00.0%Unchanged
MBM Wealth Consultants, LLC500$19.0K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC520$19.0K0.01%00.0%Unchanged
MB, Levis & Associates, LLC513$19.2K0.01%+203+65.5%Added
Level Financial Advisors, Inc.534$20.0K0.01%+4+0.8%Added
Bradley & Co. Private Wealth Management, LLC534$20.0K0.02%00.0%Unchanged
Dougherty Wealth Advisers LLC535$20.0K0.03%00.0%Unchanged
WR Wealth Planners, LLC550$20.6K0.01%+550New
Belmont Capital, LLC554$20.7K0.02%00.0%Unchanged