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, 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 | 2,882 | $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, 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 |
|---|---|---|---|---|---|
| Massachusetts Wealth Management | 30,385 | $1.14M | 1.17% | −100−0.3% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $1.14M | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30,436 | $1.14M | 0.04% | −1,277−4.0% | Reduced |
| Scott & Selber, Inc. | 30,527 | $1.14M | 0.49% | +57+0.2% | Added |
| Chicago Partners Investment Group LLC | 27,838 | $1.15M | 0.07% | +2,331+9.1% | Added |
| Grimes & Company, Inc. | 30,905 | $1.16M | 0.05% | +50+0.2% | Added |
| Everett Harris & Co | 30,925 | $1.16M | 0.02% | −174−0.6% | Reduced |
| Brighton Jones LLC | 31,024 | $1.16M | 0.07% | +315+1.0% | Added |
| Drive Wealth Management, LLC | 31,328 | $1.17M | 0.49% | +1,050+3.5% | Added |
| Founders Financial Securities LLC | 31,331 | $1.17M | 0.17% | +317+1.0% | Added |
| Silvercrest Asset Management Group LLC | 31,584 | $1.18M | 0.01% | −446−1.4% | Reduced |
| Granite Investment Partners, LLC | 31,587 | $1.18M | 0.05% | −32,997−51.1% | Reduced |
| Parallel Advisors, LLC | 31,597 | $1.18M | 0.04% | −1,781−5.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 31,644 | $1.18M | 0.05% | −1,389−4.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 31,715 | $1.19M | 0.24% | +4,424+16.2% | Added |
| Marco Investment Management LLC | 31,798 | $1.19M | 0.13% | +2,500+8.5% | Added |
| Hendershot Investments Inc. | 31,820 | $1.19M | 0.20% | −9,971−23.9% | Reduced |
| Smith Shellnut Wilson LLC | 31,856 | $1.19M | 0.72% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 31,893 | $1.19M | 0.08% | +2,669+9.1% | Added |
| DFPG Investments, LLC | 31,938 | $1.19M | 0.13% | +12,713+66.1% | Added |
| AF Advisors, Inc. | 32,040 | $1.20M | 0.46% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 32,063 | $1.20M | 0.86% | +32,063 | New |
| Lodestar Private Asset Management LLC | 32,081 | $1.20M | 0.21% | +7,000+27.9% | Added |
| Tradition Wealth Management, LLC | 32,158 | $1.20M | 0.15% | +293+0.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.20M | 0.47% | 00.0% | Unchanged |
| Vista Investment Management | 32,205 | $1.20M | 0.64% | +1,826+6.0% | Added |
| Sterneck Capital Management, LLC | 32,249 | $1.21M | 0.76% | +92+0.3% | Added |
| Mountain Pacific Investment Advisers Inc | 32,303 | $1.21M | 0.09% | −195−0.6% | Reduced |
| Naviter Wealth, LLC | 32,452 | $1.21M | 0.42% | +818+2.6% | Added |
| Ancora Advisors, LLC | 32,574 | $1.22M | 0.03% | +2,764+9.3% | Added |
| Duff & Phelps Investment Management Co | 32,640 | $1.22M | 0.01% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 32,641 | $1.22M | 0.41% | +1,094+3.5% | Added |
| Continuum Advisory, LLC | 32,691 | $1.22M | 0.21% | −541−1.6% | Reduced |
| Balentine LLC | 32,736 | $1.22M | 0.04% | −7,427−18.5% | Reduced |
| Applied Capital LLC | 32,804 | $1.23M | 1.22% | −944−2.8% | Reduced |
| Mystic Asset Management, Inc. | 32,892 | $1.23M | 0.68% | −429−1.3% | Reduced |
| Coldstream Capital Management Inc | 33,340 | $1.25M | 0.04% | −2,460−6.9% | Reduced |
| Diversified Trust Co | 33,718 | $1.26M | 0.05% | −436−1.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,733 | $1.26M | 0.11% | +3,048+9.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 33,834 | $1.26M | 0.81% | −707−2.0% | Reduced |
| Circle Wealth Management, LLC | 33,884 | $1.27M | 0.18% | −2,348−6.5% | Reduced |
| Abner Herrman & Brock LLC | 34,040 | $1.27M | 0.19% | +20,434+150.2% | Added |
| Gotham Asset Management, LLC | 34,082 | $1.27M | 0.03% | −1,317−3.7% | Reduced |
| Sendero Wealth Management, LLC | 34,277 | $1.28M | 0.39% | −3,910−10.2% | Reduced |
| Northwest Capital Management Inc | 34,373 | $1.28M | 0.62% | −473−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 34,387 | $1.29M | 0.13% | −4,881−12.4% | Reduced |
| Keystone Wealth Services, LLC | 34,508 | $1.29M | 0.53% | −23−0.1% | Reduced |
| Ritholtz Wealth Management | 34,587 | $1.29M | 0.06% | −6,159−15.1% | Reduced |
| Bennett Selby Investments LP | 34,610 | $1.29M | 0.85% | −344−1.0% | Reduced |
| Avestar Capital, LLC | 34,700 | $1.30M | 0.26% | −6,241−15.2% | Reduced |
| Joel Isaacson & Co., LLC | 34,704 | $1.30M | 0.09% | +6,874+24.7% | Added |
| Country Club Bank | 34,705 | $1.30M | 0.11% | +438+1.3% | Added |
| Conning Inc. | 34,706 | $1.30M | 0.04% | −104−0.3% | Reduced |
| Compagnie Lombard Odier SCmA | 34,759 | $1.30M | 0.03% | −3,830−9.9% | Reduced |
| Axq Capital, LP | 34,900 | $1.30M | 0.52% | +34,900 | New |
| Chemistry Wealth Management LLC | 34,925 | $1.31M | 0.45% | −995−2.8% | Reduced |
| Carret Asset Management, LLC | 35,005 | $1.31M | 0.18% | +480+1.4% | Added |
| United Fire Group Inc | 35,086 | $1.31M | 0.82% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 35,500 | $1.33M | 0.40% | −5,300−13.0% | Reduced |
| Neville Rodie & Shaw Inc | 35,552 | $1.33M | 0.12% | −500−1.4% | Reduced |
| Signaturefd, LLC | 35,575 | $1.33M | 0.04% | +1,226+3.6% | Added |
| Clarius Group, LLC | 35,656 | $1.33M | 0.11% | +5,736+19.2% | Added |
| Ronald Blue Trust, Inc. | 32,288 | $1.33M | 0.02% | −784−2.4% | Reduced |
| SYSTM Wealth Solutions LLC | 35,696 | $1.33M | 0.21% | −18,533−34.2% | Reduced |
| Kula Investments, LLC | 35,725 | $1.34M | 0.33% | −1,390−3.7% | Reduced |
| Private Trust Co NA | 35,881 | $1.34M | 0.18% | −464−1.3% | Reduced |
| MYDA Advisors LLC | 36,000 | $1.35M | 0.57% | +36,000 | New |
| Choate Investment Advisors | 36,197 | $1.35M | 0.07% | +266+0.7% | Added |
| Trinity Financial Advisors LLC | 36,303 | $1.36M | 0.83% | +446+1.2% | Added |
| Sepio Capital, LP | 36,436 | $1.36M | 0.13% | −3,418−8.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,444 | $1.36M | 0.27% | +79+0.2% | Added |
| Columbus Macro, LLC | 36,129 | $1.37M | 0.51% | +191+0.5% | Added |
| American Money Management, LLC | 36,816 | $1.38M | 0.37% | −2,566−6.5% | Reduced |
| Coppell Advisory Solutions LLC | 36,782 | $1.38M | 0.47% | +7,105+23.9% | Added |
| Coppell Advisory Solutions Corp. | 36,782 | $1.38M | 0.47% | +7,105+23.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 36,901 | $1.38M | 0.06% | +1,554+4.4% | Added |
| Iams Wealth Management, LLC | 36,862 | $1.38M | 1.15% | +16,201+78.4% | Added |
| We Are One Seven, LLC | 37,080 | $1.39M | 0.09% | −115−0.3% | Reduced |
| Lincoln National Corp | 37,190 | $1.39M | 0.03% | −3,907−9.5% | Reduced |
| Selway Asset Management | 37,200 | $1.39M | 0.67% | +18,400+97.9% | Added |
| CM Wealth Advisors LLC | 35,283 | $1.39M | 0.27% | +35,283 | New |
| Bridges Investment Management Inc | 37,476 | $1.40M | 0.05% | −137,954−78.6% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $1.40M | 0.11% | 00.0% | Unchanged |
| One Capital Management, LLC | 37,675 | $1.41M | 0.07% | +1,020+2.8% | Added |
| Eagle Rock Investment Company, LLC | 37,932 | $1.42M | 0.33% | 00.0% | Unchanged |
| Miller Investment Management, LP | 38,182 | $1.43M | 0.24% | 00.0% | Unchanged |
| NBT Bank N A | 38,534 | $1.44M | 0.21% | −1,805−4.5% | Reduced |
| Cornerstone Investment Partners, LLC | 38,587 | $1.44M | 0.10% | −176−0.5% | Reduced |
| Cunning Capital Partners, LP | 38,675 | $1.45M | 0.99% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 38,758 | $1.45M | 0.35% | −343−0.9% | Reduced |
| SeaCrest Wealth Management, LLC | 38,834 | $1.45M | 0.20% | −1,228−3.1% | Reduced |
| Geneos Wealth Management Inc. | 39,000 | $1.46M | 0.09% | −10,275−20.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 38,892 | $1.46M | 0.39% | −1,207−3.0% | Reduced |
| Capital International Sarl | 39,093 | $1.46M | 0.07% | +28,857+281.9% | Added |
| HB Wealth Management, LLC | 39,339 | $1.47M | 0.03% | −4,008−9.2% | Reduced |
| Evercore Wealth Management, LLC | 39,347 | $1.47M | 0.03% | +124+0.3% | Added |
| AIA Group Ltd | 39,503 | $1.48M | 0.08% | +3,977+11.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 39,625 | $1.48M | 0.07% | +13,604+52.3% | Added |
| NorthRock Partners, LLC | 39,606 | $1.48M | 0.16% | +4,873+14.0% | Added |
| St. Louis Financial Planners Asset Management, LLC | 39,691 | $1.48M | 1.69% | +6,648+20.1% | Added |