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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 18,269 | $682.9K | 0.08% | +18,269 | New |
| Heartland Bank & Trust Co | 18,290 | $683.7K | 0.52% | +1,853+11.3% | Added |
| Delap Wealth Advisory, LLC | 18,350 | $685.9K | 0.70% | +18,350 | New |
| Principle Wealth Partners LLC | 18,355 | $686.1K | 0.07% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 18,330 | $691.4K | 0.00% | +18,330 | New |
| Csenge Advisory Group | 18,522 | $692.4K | 0.05% | −2,627−12.4% | Reduced |
| Peoples Financial Services Corp. | 18,527 | $692.5K | 0.32% | +175+1.0% | Added |
| WP Advisors, LLC | 18,549 | $693.4K | 0.29% | −3,125−14.4% | Reduced |
| Accredited Investors Inc. | 18,594 | $695.0K | 0.05% | −1,018−5.2% | Reduced |
| LMCG Investments, LLC | 18,608 | $695.6K | 0.05% | −1,114−5.6% | Reduced |
| Boltwood Capital Management | 18,700 | $699.0K | 0.26% | +1,100+6.3% | Added |
| Massmutual Trust Co FSB | 18,726 | $700.0K | 0.03% | −2,494−11.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,801 | $702.8K | 0.44% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 18,816 | $703.4K | 0.05% | −526−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 18,915 | $707.1K | 0.09% | +837+4.6% | Added |
| Wedmont Private Capital | 18,321 | $707.7K | 0.09% | −3,592−16.4% | Reduced |
| Loomis Sayles & Co L P | 18,971 | $709.0K | 0.00% | +18,657+5,941.7% | Added |
| Annandale Capital, LLC | 19,006 | $710.0K | 0.22% | +80.0% | Added |
| Greenup Street Wealth Management LLC | 19,034 | $711.5K | 0.25% | +258+1.4% | Added |
| Triad Investment Management | 19,036 | $711.6K | 1.03% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 19,088 | $713.5K | 0.32% | +4,467+30.6% | Added |
| Thoroughbred Financial Services, LLC | 19,102 | $714.0K | 0.11% | +3,894+25.6% | Added |
| 1st Source Bank | 19,162 | $716.3K | 0.05% | −8,829−31.5% | Reduced |
| Glynn Capital Management LLC | 19,165 | $716.4K | 0.17% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 18,348 | $719.0K | 0.04% | −1,002−5.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,249 | $719.5K | 0.22% | −66−0.3% | Reduced |
| IHT Wealth Management, LLC | 19,268 | $720.3K | 0.04% | +3,005+18.5% | Added |
| Main Street Research LLC | 19,389 | $724.8K | 0.14% | −6,997−26.5% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 19,542 | $730.5K | 1.02% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 19,581 | $731.9K | 0.08% | −123−0.6% | Reduced |
| Lake Street Advisors Group, LLC | 19,626 | $734.0K | 0.05% | −1,480−7.0% | Reduced |
| Lafayette Investments, Inc. | 19,645 | $734.3K | 0.20% | −800−3.9% | Reduced |
| ISAM Funds (UK) Ltd | 19,669 | $735.2K | 0.94% | +19,669 | New |
| Sentry LLC | 19,684 | $735.8K | 0.17% | +19,684 | New |
| Capital Investment Advisory Services, LLC | 19,766 | $738.9K | 0.09% | −1,439−6.8% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,824 | $741.0K | 0.02% | +19,824 | New |
| DMG Group, LLC | 19,645 | $741.0K | 0.75% | +4,056+26.0% | Added |
| Prime Capital Investment Advisors, LLC | 19,834 | $741.4K | 0.03% | +2,224+12.6% | Added |
| Mutual Advisors, LLC | 19,864 | $742.5K | 0.03% | −6,654−25.1% | Reduced |
| American State Bank (Iowa) | 19,921 | $744.6K | 0.54% | −1,090−5.2% | Reduced |
| Harbor Advisors LLC | 20,000 | $747.6K | 0.17% | 00.0% | Unchanged |
| First National Trust Co | 20,011 | $748.0K | 0.04% | −670−3.2% | Reduced |
| Bristlecone Advisors, LLC | 20,033 | $748.8K | 0.08% | −544−2.6% | Reduced |
| GHP Investment Advisors, Inc. | 20,041 | $749.1K | 0.05% | −224−1.1% | Reduced |
| Stewart & Patten Co LLC | 20,046 | $749.3K | 0.13% | −195−1.0% | Reduced |
| Castle Rock Wealth Management, LLC | 19,526 | $749.8K | 0.27% | +348+1.8% | Added |
| Bremer Bank National Association | 20,106 | $751.6K | 0.15% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 20,112 | $751.8K | 1.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 18,287 | $755.2K | 0.01% | +385+2.2% | Added |
| Investors Research Corp | 20,211 | $755.5K | 0.20% | −250−1.2% | Reduced |
| LS Investment Advisors, LLC | 20,213 | $755.6K | 0.14% | 00.0% | Unchanged |
| Triumph Capital Management | 20,313 | $759.3K | 0.39% | −1,462−6.7% | Reduced |
| Caldwell Trust Co | 20,392 | $762.3K | 0.11% | −4,364−17.6% | Reduced |
| Legacy Private Trust Co. | 20,413 | $763.0K | 0.07% | +2,398+13.3% | Added |
| Comerica Securities,inc. | 20,435 | $763.9K | 0.06% | +413+2.1% | Added |
| Western Wealth Management, LLC | 20,600 | $770.0K | 0.07% | +6,738+48.6% | Added |
| RIA Advisory Group LLC | 20,616 | $770.6K | 0.35% | +20,616 | New |
| Aspire Private Capital, LLC | 20,639 | $771.5K | 0.26% | +3,155+18.0% | Added |
| Sciencast Management LP | 20,800 | $775.5K | 1.03% | +20,800 | New |
| Busey Wealth Management | 20,841 | $779.0K | 0.03% | +129+0.6% | Added |
| Harbour Investments, Inc. | 20,885 | $780.7K | 0.04% | +537+2.6% | Added |
| Laurel Wealth Advisors LLC | 20,946 | $782.9K | 0.17% | −3,900−15.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 20,970 | $784.1K | 0.06% | +20,970 | New |
| Tobam | 21,057 | $787.0K | 0.05% | 00.0% | Unchanged |
| Old North State Trust, LLC | 21,041 | $787.0K | 0.54% | +1,661+8.6% | Added |
| BLB&B Advisors, LLC | 21,171 | $791.4K | 0.06% | −446−2.1% | Reduced |
| Kennedy Investment Group | 21,260 | $794.7K | 0.49% | −885−4.0% | Reduced |
| Seneca Financial Advisors LLC | 21,273 | $795.2K | 0.51% | +21,273 | New |
| Westwood Holdings Group Inc. | 21,310 | $797.0K | 0.01% | −803−3.6% | Reduced |
| Great Lakes Retirement, Inc. | 21,584 | $806.8K | 0.15% | +21,584 | New |
| First National Bank Sioux Falls | 21,668 | $810.0K | 0.56% | −1,130−5.0% | Reduced |
| GFS Advisors, LLC | 21,750 | $813.0K | 0.19% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 21,800 | $814.9K | 0.55% | −18,800−46.3% | Reduced |
| Private Management Group Inc | 21,860 | $817.1K | 0.04% | −23,092−51.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 21,868 | $817.4K | 0.13% | +30.0% | Added |
| Jones Financial Companies LLLP | 21,919 | $819.3K | 0.00% | −112−0.5% | Reduced |
| HF Advisory Group, LLC | 21,947 | $820.4K | 0.73% | +5,025+29.7% | Added |
| Ruffer LLP | 22,000 | $821.6K | 0.03% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 21,980 | $821.6K | 0.09% | +121+0.6% | Added |
| Van Leeuwen & Company, LLC | 22,019 | $823.1K | 0.55% | +22,019 | New |
| Excalibur Management Corp | 22,048 | $824.2K | 0.43% | −300−1.3% | Reduced |
| Argus Investors' Counsel, Inc. | 22,065 | $824.8K | 0.62% | +19+0.1% | Added |
| Duality Advisers, LP | 22,068 | $824.9K | 0.09% | −46,787−68.0% | Reduced |
| Financial Counselors Inc | 22,063 | $825.0K | 0.02% | −3,019−12.0% | Reduced |
| Appleton Partners Inc | 22,154 | $828.0K | 0.07% | −487−2.2% | Reduced |
| Sage Rhino Capital LLC | 22,307 | $833.8K | 0.24% | +1,634+7.9% | Added |
| Pioneer Trust Bank N A | 22,400 | $837.3K | 0.25% | −80,056−78.1% | Reduced |
| Rossmore Private Capital | 22,474 | $840.1K | 0.13% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,521 | $840.9K | 0.09% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 22,518 | $841.7K | 0.51% | −52−0.2% | Reduced |
| Investors Asset Management of Georgia Inc | 22,555 | $843.1K | 0.45% | −98−0.4% | Reduced |
| Colony Group LLC | 22,602 | $845.0K | 0.01% | −4,709−17.2% | Reduced |
| Westmount Partners, LLC | 22,638 | $846.2K | 0.39% | −2,064−8.4% | Reduced |
| WealthPLAN Partners, LLC | 22,685 | $848.0K | 0.10% | −13,082−36.6% | Reduced |
| Sunbelt Securities, Inc. | 22,714 | $849.1K | 0.14% | −850−3.6% | Reduced |
| Source Financial Advisors LLC | 22,857 | $854.4K | 0.29% | +920+4.2% | Added |
| Miracle Mile Advisors, LLC | 22,941 | $857.5K | 0.03% | +2,477+12.1% | Added |
| Pflug Koory, LLC | 22,979 | $859.0K | 0.47% | −250−1.1% | Reduced |
| Salem Investment Counselors Inc | 23,088 | $863.0K | 0.03% | +449+2.0% | Added |
| Chiron Capital Management, LLC | 23,091 | $863.1K | 0.60% | +7,413+47.3% | Added |