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 |
|---|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | 53,710 | $2.01M | 0.02% | −205−0.4% | Reduced |
| Legato Capital Management LLC | 54,661 | $2.04M | 0.37% | 00.0% | Unchanged |
| IFP Advisors, Inc | 42,427 | $2.05M | 0.10% | −18,340−30.2% | Reduced |
| Oldfather Financial Services, LLC | 54,790 | $2.05M | 1.06% | +20,003+57.5% | Added |
| Snowden Capital Advisors LLC | 54,971 | $2.05M | 0.08% | −4,442−7.5% | Reduced |
| Winton Group Ltd | 55,071 | $2.06M | 0.13% | +55,071 | New |
| Mitchell Sinkler & Starr | 55,125 | $2.06M | 0.61% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 55,335 | $2.07M | 1.44% | −18,158−24.7% | Reduced |
| SOL Capital Management CO | 55,368 | $2.07M | 0.34% | −200−0.4% | Reduced |
| Veriti Management LLC | 55,931 | $2.09M | 0.25% | −917−1.6% | Reduced |
| Wetherby Asset Management Inc | 56,226 | $2.10M | 0.12% | −2,379−4.1% | Reduced |
| Quantinno Capital Management LP | 56,428 | $2.11M | 0.14% | +4,505+8.7% | Added |
| Kanawha Capital Management LLC | 56,670 | $2.12M | 0.20% | −4,683−7.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 56,838 | $2.12M | 0.24% | +14,303+33.6% | Added |
| Cooke & Bieler LP | 56,902 | $2.13M | 0.02% | −50,150−46.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 57,030 | $2.13M | 0.03% | −10,875−16.0% | Reduced |
| Stonebridge Capital Advisors LLC | 57,195 | $2.14M | 0.24% | −50−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 57,212 | $2.14M | 0.10% | −2,754−4.6% | Reduced |
| London Co of Virginia | 57,331 | $2.14M | 0.01% | +5,773+11.2% | Added |
| Focus Financial Network, Inc. | 57,573 | $2.15M | 0.13% | +278+0.5% | Added |
| Allworth Financial LP | 57,647 | $2.15M | 0.02% | −1,367−2.3% | Reduced |
| Sumitomo Life Insurance Co | 58,022 | $2.17M | 0.18% | +18,362+46.3% | Added |
| Kingsview Wealth Management, LLC | 58,207 | $2.18M | 0.09% | −1,597−2.7% | Reduced |
| XTX Topco Ltd | 58,372 | $2.18M | 0.46% | +1,887+3.3% | Added |
| Stratos Wealth Partners, LTD. | 58,485 | $2.19M | 0.06% | −64,259−52.4% | Reduced |
| Robinson Value Management, Ltd. | 58,839 | $2.20M | 1.69% | −458−0.8% | Reduced |
| Bleakley Financial Group, LLC | 59,252 | $2.21M | 0.07% | −1,922−3.1% | Reduced |
| Veritable, L.P. | 59,575 | $2.23M | 0.04% | +2,084+3.6% | Added |
| Logan Capital Management Inc | 60,535 | $2.26M | 0.11% | +2,964+5.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 60,588 | $2.26M | 0.10% | −2,264−3.6% | Reduced |
| Argyle Capital Management Inc. | 60,793 | $2.27M | 0.80% | +2,640+4.5% | Added |
| Capital Investment Advisors, LLC | 61,157 | $2.29M | 0.07% | −2,078−3.3% | Reduced |
| True North Advisors, LLC | 61,194 | $2.29M | 0.68% | 00.0% | Unchanged |
| IMS Capital Management | 61,568 | $2.30M | 1.37% | −665−1.1% | Reduced |
| Goelzer Investment Management, Inc. | 61,815 | $2.31M | 0.20% | −19,129−23.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 62,140 | $2.32M | 0.19% | −2,800−4.3% | Reduced |
| Verdence Capital Advisors LLC | 62,161 | $2.32M | 0.28% | +4,246+7.3% | Added |
| Pathstone Family Office, LLC | 67,726 | $2.36M | 0.04% | −33,303−33.0% | Reduced |
| Toroso Investments, LLC | 63,300 | $2.37M | 0.08% | +3,546+5.9% | Added |
| Ergoteles LLC | 63,760 | $2.38M | 0.09% | −33,854−34.7% | Reduced |
| Kestra Private Wealth Services, LLC | 64,020 | $2.39M | 0.10% | +10,397+19.4% | Added |
| Brown Brothers Harriman & Co | 64,079 | $2.40M | 0.02% | −2,710−4.1% | Reduced |
| Parcion Private Wealth LLC | 64,117 | $2.40M | 0.25% | +53+0.1% | Added |
| Shelton Capital Management | 64,555 | $2.41M | 0.10% | +38,055+143.6% | Added |
| FDx Advisors, Inc. | 58,557 | $2.42M | 0.11% | 00.0% | Unchanged |
| Horizon Investments, LLC | 65,277 | $2.42M | 0.07% | +3,704+6.0% | Added |
| Greenleaf Trust | 64,955 | $2.43M | 0.03% | +6,400+10.9% | Added |
| Perkins Coie Trust Co | 65,166 | $2.44M | 0.73% | +1,041+1.6% | Added |
| Merit Financial Group, LLC | 65,634 | $2.45M | 0.09% | −6,586−9.1% | Reduced |
| S&CO Inc | 66,003 | $2.47M | 0.21% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 66,270 | $2.48M | 0.09% | −10.0% | Reduced |
| InterOcean Capital Group, LLC | 66,361 | $2.48M | 0.08% | +30,409+84.6% | Added |
| Summit Trail Advisors, LLC | 66,676 | $2.49M | 0.10% | +46,046+223.2% | Added |
| Shell Asset Management Co | 66,778 | $2.50M | 0.10% | +175+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 67,023 | $2.51M | 0.04% | +1,388+2.1% | Added |
| Credit Agricole S A | 67,462 | $2.52M | 0.11% | −13,299−16.5% | Reduced |
| Sawtooth Solutions, LLC | 67,779 | $2.53M | 0.07% | +38,840+134.2% | Added |
| Argent Trust Co | 67,901 | $2.54M | 0.16% | +3,902+6.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 68,555 | $2.54M | 1.06% | −64,454−48.5% | Reduced |
| SWS Partners | 68,118 | $2.55M | 0.95% | −2,265−3.2% | Reduced |
| Burney Co | 68,921 | $2.58M | 0.13% | −1,169−1.7% | Reduced |
| Lee Danner & Bass Inc | 69,024 | $2.58M | 0.24% | −750−1.1% | Reduced |
| Moody National Bank Trust Division | 69,678 | $2.60M | 0.22% | −59−0.1% | Reduced |
| Moors & Cabot, Inc. | 70,153 | $2.62M | 0.18% | +3,228+4.8% | Added |
| Karpas Strategies, LLC | 70,327 | $2.63M | 0.93% | +247+0.4% | Added |
| Gladius Capital Management LP | 70,700 | $2.64M | 0.81% | +57,620+440.5% | Added |
| Pinnacle Bancorp, Inc. | 71,086 | $2.66M | 0.98% | +562+0.8% | Added |
| Pinnacle Financial Partners Inc | 71,358 | $2.67M | 0.07% | +293+0.4% | Added |
| Transcend Wealth Collective, LLC | 71,436 | $2.67M | 0.28% | +1,788+2.6% | Added |
| Montag A & Associates Inc | 71,660 | $2.68M | 0.18% | −15,098−17.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 71,992 | $2.69M | 0.19% | +9,449+15.1% | Added |
| Fiduciary Trust Co | 72,356 | $2.70M | 0.05% | −10,621−12.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 72,395 | $2.71M | 1.44% | −25,443−26.0% | Reduced |
| World Equity Group, Inc. | 49,797 | $2.71M | 0.46% | +49,797 | New |
| Boston Private Wealth LLC | 72,767 | $2.72M | 0.04% | −3,781−4.9% | Reduced |
| Welch & Forbes LLC | 73,300 | $2.74M | 0.05% | −814−1.1% | Reduced |
| Synovus Financial Corp | 74,352 | $2.78M | 0.03% | −1,153−1.5% | Reduced |
| Investment Management of Virginia LLC | 74,694 | $2.79M | 0.53% | +3,082+4.3% | Added |
| HighMark Wealth Management LLC | 74,742 | $2.79M | 2.18% | +13,650+22.3% | Added |
| Savant Capital, LLC | 74,823 | $2.80M | 0.05% | +12,503+20.1% | Added |
| ARGA Investment Management, LP | 74,909 | $2.80M | 0.10% | −5,025−6.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 74,919 | $2.80M | 0.63% | +68,944+1,153.9% | Added |
| Cna Financial Corp | 75,000 | $2.80M | 1.69% | +75,000 | New |
| Sompo Asset Management Co., Ltd. | 75,250 | $2.81M | 0.59% | −3,870−4.9% | Reduced |
| Bessemer Group Inc | 75,351 | $2.82M | 0.01% | −2,374−3.1% | Reduced |
| Aspen Grove Capital, LLC | 76,127 | $2.85M | 1.24% | −3,040−3.8% | Reduced |
| Huntington National Bank | 76,395 | $2.86M | 0.03% | −465−0.6% | Reduced |
| Stephens Inc | 76,404 | $2.86M | 0.05% | +6,069+8.6% | Added |
| Bridgeway Capital Management, LLC | 76,508 | $2.86M | 0.08% | −673−0.9% | Reduced |
| YHB Investment Advisors, Inc. | 76,755 | $2.87M | 0.29% | −834−1.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 77,000 | $2.88M | 0.44% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 77,320 | $2.89M | 0.26% | −350.0% | Reduced |
| Mission Wealth Management, LP | 77,435 | $2.89M | 0.12% | +3,419+4.6% | Added |
| One River Asset Management, LLC | 77,480 | $2.90M | 2.14% | +26,452+51.8% | Added |
| Bradley Foster & Sargent Inc | 77,608 | $2.90M | 0.07% | +880+1.1% | Added |
| Cresset Asset Management, LLC | 78,145 | $2.92M | 0.06% | −753−1.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 78,529 | $2.94M | 0.08% | +2,866+3.8% | Added |
| Culbertson A N & Co Inc | 78,602 | $2.94M | 0.60% | +2,065+2.7% | Added |
| Schnieders Capital Management LLC | 78,890 | $2.95M | 0.66% | +5,625+7.7% | Added |
| Cynosure Management, LLC | 78,995 | $2.95M | 4.46% | −89,112−53.0% | Reduced |