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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 39,867 | $1.49M | 0.26% | +3,300+9.0% | Added |
| Cullinan Associates Inc | 40,015 | $1.50M | 0.09% | +534+1.4% | Added |
| Spears Abacus Advisors LLC | 40,047 | $1.50M | 0.13% | −100−0.2% | Reduced |
| Hedges Asset Management LLC | 40,100 | $1.50M | 1.27% | +1,000+2.6% | Added |
| Foundations Investment Advisors, LLC | 40,273 | $1.51M | 0.05% | +4,311+12.0% | Added |
| Beese Fulmer Investment Management, Inc. | 40,321 | $1.51M | 0.17% | −1,940−4.6% | Reduced |
| Bridgefront Capital, LLC | 40,331 | $1.51M | 0.92% | +40,331 | New |
| Stonegate Investment Group, LLC | 40,882 | $1.53M | 0.06% | −1,013−2.4% | Reduced |
| Forum Financial Management, LP | 40,919 | $1.53M | 0.04% | +284+0.7% | Added |
| CAPROCK Group, Inc. | 40,953 | $1.53M | 0.12% | +5,019+14.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,977 | $1.53M | 0.02% | −254,641−86.1% | Reduced |
| Garda Capital Partners LP | 41,029 | $1.53M | 1.34% | −42,325−50.8% | Reduced |
| Triangle Securities Wealth Management | 41,043 | $1.53M | 0.55% | −600−1.4% | Reduced |
| Quad-Cities Investment Group, LLC | 41,417 | $1.55M | 1.07% | +8,629+26.3% | Added |
| Meridian Wealth Partners, LLC | 41,430 | $1.55M | 0.34% | −105−0.3% | Reduced |
| Heartland Advisors Inc | 41,483 | $1.55M | 0.10% | +12,577+43.5% | Added |
| Rocky Mountain Advisers, LLC | 41,675 | $1.56M | 0.83% | −900−2.1% | Reduced |
| 3Chopt Investment Partners, LLC | 41,832 | $1.56M | 0.83% | −2,360−5.3% | Reduced |
| Park Avenue Securities LLC | 42,192 | $1.58M | 0.03% | −1,921−4.4% | Reduced |
| Franklin Street Advisors Inc | 42,383 | $1.58M | 0.14% | −2,077−4.7% | Reduced |
| Gs Investments, Inc. | 42,400 | $1.58M | 0.92% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 42,444 | $1.59M | 1.25% | −85−0.2% | Reduced |
| CMT Capital Markets Trading GmbH | 42,500 | $1.59M | 1.93% | +17,500+70.0% | Added |
| DoubleLine ETF Adviser LP | 42,760 | $1.60M | 0.68% | −10,979−20.4% | Reduced |
| Alpha DNA Investment Management LLC | 42,967 | $1.61M | 0.82% | +3,368+8.5% | Added |
| Hyman Charles D | 43,140 | $1.61M | 0.11% | −6,940−13.9% | Reduced |
| RSM US Wealth Management LLC | 43,286 | $1.62M | 0.06% | +26,208+153.5% | Added |
| Capital Investment Counsel, Inc | 43,476 | $1.63M | 0.37% | −7,369−14.5% | Reduced |
| Advisors Asset Management, Inc. | 43,486 | $1.63M | 0.03% | −2,052−4.5% | Reduced |
| Engineers Gate Manager LP | 43,558 | $1.63M | 0.07% | −156,378−78.2% | Reduced |
| Centiva Capital, LP | 43,680 | $1.63M | 0.09% | +38,938+821.1% | Added |
| Azimuth Capital Investment Management LLC | 43,690 | $1.63M | 0.08% | −1,300−2.9% | Reduced |
| Lakeview Capital Partners, LLC | 42,761 | $1.64M | 0.51% | −779−1.8% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 43,850 | $1.64M | 0.55% | −4,626−9.5% | Reduced |
| Round Hill Asset Management | 44,157 | $1.65M | 1.03% | +44,157 | New |
| Central Trust Co | 44,205 | $1.65M | 0.05% | +6,370+16.8% | Added |
| Equitable Holdings, Inc. | 44,892 | $1.68M | 0.03% | +803+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 45,261 | $1.69M | 0.03% | −5,344−10.6% | Reduced |
| Graham Capital Management, L.P. | 45,395 | $1.70M | 0.06% | −24,396−35.0% | Reduced |
| Global Retirement Partners, LLC | 44,139 | $1.71M | 0.09% | +2,634+6.3% | Added |
| Paradigm Asset Management Co LLC | 45,802 | $1.71M | 0.47% | −250−0.5% | Reduced |
| Apollon Wealth Management, LLC | 45,805 | $1.71M | 0.11% | +4,024+9.6% | Added |
| Union Heritage Capital, LLC | 45,970 | $1.72M | 1.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 46,012 | $1.72M | 0.56% | +25,030+119.3% | Added |
| Bank of Stockton | 46,180 | $1.73M | 0.60% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 46,221 | $1.73M | 0.35% | +4,275+10.2% | Added |
| Mark Stevens | 46,487 | $1.74M | 0.22% | +705+1.5% | Added |
| Crestwood Advisors Group LLC | 46,568 | $1.74M | 0.06% | +131+0.3% | Added |
| Cigna Investments Inc | 46,561 | $1.74M | 0.35% | −529−1.1% | Reduced |
| Pavion Blue Capital, LLC | 46,772 | $1.75M | 1.08% | +1,767+3.9% | Added |
| Fosun International Ltd | 46,782 | $1.75M | 0.16% | +11,647+33.1% | Added |
| Xcel Wealth Management, LLC | 46,903 | $1.75M | 0.62% | +1,230+2.7% | Added |
| Foster Group, Inc. | 47,013 | $1.76M | 0.11% | −917−1.9% | Reduced |
| Qtron Investments LLC | 47,094 | $1.76M | 0.36% | −2,421−4.9% | Reduced |
| Trust Asset Management LLC | 47,346 | $1.77M | 0.20% | +1,717+3.8% | Added |
| Pitcairn Co | 47,441 | $1.77M | 0.16% | +9,498+25.0% | Added |
| United Asset Strategies, Inc. | 47,543 | $1.78M | 0.23% | +5,015+11.8% | Added |
| Somerset Group LLC | 47,629 | $1.78M | 1.55% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 47,872 | $1.79M | 0.65% | +617+1.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 47,917 | $1.79M | 0.09% | −20.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 43,566 | $1.80M | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 48,295 | $1.81M | 0.21% | +428+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48,336 | $1.81M | 0.12% | −740−1.5% | Reduced |
| PFS Investments Inc. | 47,687 | $1.81M | 0.03% | +2,658+5.9% | Added |
| Global Frontier Investments LLC | 48,661 | $1.82M | 0.82% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 48,768 | $1.82M | 0.08% | −168−0.3% | Reduced |
| Pring Turner Capital Group Inc | 48,847 | $1.83M | 1.81% | +796+1.7% | Added |
| Oppenheimer & Co Inc | 49,222 | $1.84M | 0.04% | −18,041−26.8% | Reduced |
| Shayne & Co., LLC | 49,239 | $1.84M | 1.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 49,251 | $1.84M | 0.15% | +4,559+10.2% | Added |
| Centaurus Financial, Inc. | 49,407 | $1.85M | 0.15% | +8,954+22.1% | Added |
| Checchi Capital Advisers, LLC | 49,480 | $1.85M | 0.18% | −22,734−31.5% | Reduced |
| Silvant Capital Management LLC | 49,513 | $1.85M | 0.12% | −1,015−2.0% | Reduced |
| HM Payson & Co | 49,724 | $1.86M | 0.04% | −480−1.0% | Reduced |
| White Pine Capital LLC | 49,920 | $1.87M | 0.72% | −350−0.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 50,000 | $1.87M | 0.95% | −1,500−2.9% | Reduced |
| Iat Reinsurance Co Ltd. | 50,000 | $1.87M | 0.38% | 00.0% | Unchanged |
| Anson Funds Management LP | 50,000 | $1.87M | 0.59% | +10,000+25.0% | Added |
| Haverford Trust Co | 50,031 | $1.87M | 0.02% | +4,577+10.1% | Added |
| Bullseye Investment Management, LLC | 50,163 | $1.88M | 1.37% | +50,163 | New |
| Profund Advisors LLC | 50,185 | $1.88M | 0.12% | −22,676−31.1% | Reduced |
| Associated Banc-Corp | 50,279 | $1.88M | 0.08% | −870−1.7% | Reduced |
| Private Asset Management Inc | 50,296 | $1.88M | 0.31% | −2,636−5.0% | Reduced |
| FengHe Fund Management Pte. Ltd. | 50,300 | $1.88M | 0.42% | +50,300 | New |
| Avidian Wealth Solutions, LLC | 50,437 | $1.89M | 0.10% | +7,978+18.8% | Added |
| Meitav Dash Investments Ltd | 49,512 | $1.89M | 0.03% | −7,342−12.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 50,732 | $1.90M | 0.22% | +50,732 | New |
| AlphaStar Capital Management, LLC | 48,371 | $1.92M | 0.16% | +20,977+76.6% | Added |
| Blackhawk Capital Partners LLC. | 51,264 | $1.92M | 1.40% | +1,872+3.8% | Added |
| Brookfield Asset Management Inc. | 51,336 | $1.92M | 0.01% | −13,075−20.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 51,399 | $1.92M | 0.49% | +273+0.5% | Added |
| Clearstead Advisors, LLC | 51,879 | $1.94M | 0.14% | −3,137−5.7% | Reduced |
| KG&L Capital Management,LLC | 52,025 | $1.94M | 1.02% | +4,890+10.4% | Added |
| Marks Group Wealth Management, Inc | 52,145 | $1.95M | 0.25% | +5,669+12.2% | Added |
| Gilder Gagnon Howe & Co LLC | 52,330 | $1.96M | 0.03% | 00.0% | Unchanged |
| LGT Group Foundation | 52,689 | $1.97M | 0.06% | +3,600+7.3% | Added |
| Resources Investment Advisors, LLC. | 52,923 | $1.98M | 0.05% | +4,652+9.6% | Added |
| Winning Points Advisors, LLC | 53,006 | $1.98M | 2.39% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 53,341 | $1.99M | 0.76% | −766−1.4% | Reduced |
| WCG Wealth Advisors LLC | 53,587 | $2.00M | 0.26% | +2,087+4.1% | Added |