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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 23,102 | $863.6K | 0.04% | +456+2.0% | Added |
| Desjardins Global Asset Management Inc. | 23,149 | $865.0K | 0.11% | −5,265−18.5% | Reduced |
| Vise Technologies, Inc. | 23,152 | $865.4K | 0.23% | +3,704+19.0% | Added |
| Hamilton Capital Partners Inc. | 23,200 | $867.2K | 0.31% | −1,300−5.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 23,215 | $867.8K | 0.36% | +7,900+51.6% | Added |
| Fulton Bank, N.A. | 23,282 | $870.3K | 0.05% | +239+1.0% | Added |
| Pacific Center for Financial Services | 23,360 | $873.2K | 0.30% | +23,360 | New |
| Davidson Trust Co | 23,379 | $873.9K | 0.67% | +5,689+32.2% | Added |
| Telos Capital Management, Inc. | 23,391 | $874.4K | 0.12% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 23,548 | $880.2K | 0.02% | +5,608+31.3% | Added |
| First Bank & Trust | 23,667 | $884.7K | 0.23% | −27−0.1% | Reduced |
| Washington Trust Co | 23,746 | $887.6K | 0.04% | −2,331−8.9% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 23,775 | $888.7K | 0.24% | +312+1.3% | Added |
| Quarry LP | 23,830 | $890.8K | 0.49% | +15,855+198.8% | Added |
| Rothschild Investment Corp | 24,086 | $900.0K | 0.08% | +242+1.0% | Added |
| Argent Advisors, Inc. | 24,087 | $900.4K | 0.43% | +2,157+9.8% | Added |
| Insight Advisors, LLC | 24,092 | $900.6K | 0.21% | −474−1.9% | Reduced |
| Independent Financial Group, LLC | 24,208 | $904.9K | 0.07% | +1,021+4.4% | Added |
| Meiji Yasuda Life Insurance Co | 24,243 | $906.0K | 0.02% | +2,369+10.8% | Added |
| Buffington Mohr McNeal | 24,283 | $907.7K | 0.21% | 00.0% | Unchanged |
| Atom Investors LP | 24,297 | $908.2K | 0.49% | +18,543+322.3% | Added |
| Sweeney & Michel, LLC | 22,025 | $908.7K | 0.48% | +22,025 | New |
| Tealwood Asset Management Inc | 24,390 | $912.0K | 0.46% | 00.0% | Unchanged |
| Cadinha & Co LLC | 24,472 | $914.8K | 0.25% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 24,564 | $918.2K | 0.11% | −6,509−20.9% | Reduced |
| Coastal Investment Advisors, Inc. | 24,573 | $918.5K | 0.22% | −2,879−10.5% | Reduced |
| Daymark Wealth Partners, LLC | 24,714 | $923.8K | 0.12% | +10,970+79.8% | Added |
| Sawyer & Company, Inc | 23,965 | $926.0K | 0.50% | −160−0.7% | Reduced |
| Golden State Equity Partners | 24,804 | $927.2K | 0.50% | +24,804 | New |
| NVWM, LLC | 24,903 | $930.9K | 0.31% | −226−0.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 25,005 | $934.7K | 0.02% | −74−0.3% | Reduced |
| Bartlett & Co. LLC | 25,005 | $935.0K | 0.02% | −74−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 25,035 | $935.8K | 0.10% | +167+0.7% | Added |
| J.W. Cole Advisors, Inc. | 25,076 | $937.3K | 0.07% | +2,888+13.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 25,304 | $945.9K | 0.11% | +25,304 | New |
| AMG National Trust Bank | 25,345 | $947.4K | 0.03% | −17,932−41.4% | Reduced |
| Capital Asset Advisory Services LLC | 25,362 | $948.0K | 0.07% | +4,573+22.0% | Added |
| Martin & Co Inc | 25,451 | $951.4K | 0.24% | −601−2.3% | Reduced |
| TRUE Private Wealth Advisors | 25,481 | $952.5K | 0.14% | −185−0.7% | Reduced |
| Vident Investment Advisory, LLC | 25,533 | $954.4K | 0.03% | +7,694+43.1% | Added |
| Aigen Investment Management, LP | 25,712 | $961.1K | 0.13% | +25,712 | New |
| Courier Capital LLC | 25,785 | $963.8K | 0.11% | −795−3.0% | Reduced |
| GFG Capital, LLC | 23,601 | $965.3K | 0.22% | +222+0.9% | Added |
| Citadel Investment Advisory, Inc. | 25,857 | $967.0K | 0.66% | +50+0.2% | Added |
| Goodwin Daniel L | 26,000 | $971.9K | 0.49% | 00.0% | Unchanged |
| Thomasville National Bank | 26,061 | $974.2K | 0.10% | −2,050−7.3% | Reduced |
| Avantax Planning Partners, Inc. | 26,077 | $974.8K | 0.04% | +675+2.7% | Added |
| Aspiriant, LLC | 26,087 | $975.1K | 0.05% | −4,791−15.5% | Reduced |
| First Horizon Advisors, Inc. | 26,131 | $976.8K | 0.03% | +1,195+4.8% | Added |
| Boit C F David | 26,163 | $978.4K | 0.67% | 00.0% | Unchanged |
| Holderness Investments Co | 26,239 | $980.8K | 0.39% | +145+0.6% | Added |
| N.E.W. Advisory Services LLC | 26,249 | $981.2K | 0.14% | +754+3.0% | Added |
| First City Capital Management, Inc. | 24,739 | $983.4K | 0.58% | −503−2.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,385 | $986.3K | 0.02% | +42+0.2% | Added |
| Moneta Group Investment Advisors LLC | 26,386 | $986.3K | 0.02% | +6,364+31.8% | Added |
| Carnegie Capital Asset Management, LLC | 26,540 | $992.1K | 0.04% | −707−2.6% | Reduced |
| First Financial Bank - Trust Division | 26,553 | $992.5K | 0.11% | −61−0.2% | Reduced |
| Belpointe Asset Management LLC | 26,605 | $994.5K | 0.05% | −12,496−32.0% | Reduced |
| LJI Wealth Management, LLC | 26,725 | $999.0K | 0.32% | +766+3.0% | Added |
| Sentry Investment Management LLC | 26,809 | $1.00M | 0.41% | +5,778+27.5% | Added |
| Quadrant Capital Group LLC | 26,827 | $1.00M | 0.10% | +2,462+10.1% | Added |
| Venture Visionary Partners LLC | 26,876 | $1.00M | 0.06% | −5,522−17.0% | Reduced |
| Baker Avenue Asset Management, LP | 26,891 | $1.01M | 0.05% | −3,120−10.4% | Reduced |
| Wrapmanager Inc | 26,898 | $1.01M | 0.31% | +1,690+6.7% | Added |
| Trust Co of Toledo NA | 27,063 | $1.01M | 0.18% | +200+0.7% | Added |
| Jeppson Wealth Management, LLC | 27,093 | $1.01M | 0.44% | −480−1.7% | Reduced |
| Northside Capital Management, LLC | 27,127 | $1.01M | 0.27% | 00.0% | Unchanged |
| Hoylecohen, LLC | 27,156 | $1.02M | 0.09% | −653−2.3% | Reduced |
| Rehmann Capital Advisory Group | 27,222 | $1.02M | 0.10% | +1,311+5.1% | Added |
| Sterling Investment Management, Inc. | 27,236 | $1.02M | 0.81% | −444−1.6% | Reduced |
| Eos Management, L.P. | 27,500 | $1.03M | 0.54% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 27,529 | $1.03M | 0.10% | −9,286−25.2% | Reduced |
| Citizens National Bank Trust Department | 27,540 | $1.03M | 0.29% | −100−0.4% | Reduced |
| Ostrum Asset Management | 27,952 | $1.04M | 0.09% | +27,952 | New |
| Spire Wealth Management | 28,047 | $1.05M | 0.04% | +12,749+83.3% | Added |
| Mark Asset Management LP | 28,335 | $1.06M | 0.20% | −40,408−58.8% | Reduced |
| First Citizens Bank & Trust Co | 28,351 | $1.06M | 0.02% | −1,605−5.4% | Reduced |
| Steel Peak Wealth Management LLC | 28,411 | $1.06M | 0.07% | +6,539+29.9% | Added |
| Sequoia Financial Advisors, LLC | 28,485 | $1.06M | 0.02% | −5,890−17.1% | Reduced |
| Symmetry Partners, LLC | 28,548 | $1.07M | 0.06% | −2,477−8.0% | Reduced |
| Oarsman Capital, Inc. | 28,799 | $1.08M | 0.50% | +499+1.8% | Added |
| Narwhal Capital Management | 28,801 | $1.08M | 0.13% | +3,548+14.0% | Added |
| Archford Capital Strategies, LLC | 29,323 | $1.08M | 0.23% | +1,605+5.8% | Added |
| Leavell Investment Management, Inc. | 28,998 | $1.08M | 0.08% | −487−1.7% | Reduced |
| RNC Capital Management LLC | 29,048 | $1.09M | 0.06% | −1,127−3.7% | Reduced |
| Nicolet Bankshares Inc | 29,088 | $1.09M | 0.35% | −414−1.4% | Reduced |
| Ironwood Investment Counsel, LLC | 29,229 | $1.09M | 0.26% | +2,732+10.3% | Added |
| Valley National Advisers Inc | 26,432 | $1.10M | 0.19% | −281−1.1% | Reduced |
| Peak Asset Management, LLC | 29,458 | $1.10M | 0.27% | +642+2.2% | Added |
| Integrated Advisors Network LLC | 29,633 | $1.11M | 0.07% | +1,645+5.9% | Added |
| Fiduciary Group LLC | 29,635 | $1.11M | 0.14% | +298+1.0% | Added |
| Soltis Investment Advisors LLC | 29,646 | $1.11M | 0.14% | +3,672+14.1% | Added |
| Fidelis Capital Partners, LLC | 29,300 | $1.11M | 0.47% | +29,300 | New |
| Lee Financial Co | 29,906 | $1.12M | 0.19% | −4,259−12.5% | Reduced |
| Affinity Investment Advisors, LLC | 29,973 | $1.12M | 0.60% | −36,876−55.2% | Reduced |
| Carlson Capital Management | 30,031 | $1.12M | 0.07% | +2,964+11.0% | Added |
| Dynamic Advisor Solutions LLC | 30,123 | $1.13M | 0.07% | +12,223+68.3% | Added |
| Meridian Investment Counsel Inc. | 30,241 | $1.13M | 0.43% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 30,259 | $1.13M | 0.92% | +74+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 30,344 | $1.13M | 0.19% | +14,722+94.2% | Added |