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 |
|---|---|---|---|---|---|
| Asio Capital, LLC | 79,150 | $2.96M | 0.77% | −26,209−24.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 79,749 | $2.98M | 0.70% | +1,538+2.0% | Added |
| Orion Portfolio Solutions, LLC | 79,980 | $2.99M | 0.04% | +37,341+87.6% | Added |
| Brinker Capital Investments, LLC | 79,980 | $2.99M | 0.04% | +41,485+107.8% | Added |
| Weik Capital Management | 79,993 | $2.99M | 1.37% | −125−0.2% | Reduced |
| Continental Advisors LLC | 80,402 | $3.01M | 2.77% | +24,000+42.6% | Added |
| Tiaa, FSB | 81,073 | $3.03M | 0.01% | −5,753−6.6% | Reduced |
| Cipher Capital LP | 81,415 | $3.04M | 0.56% | −10,953−11.9% | Reduced |
| Peapack Gladstone Financial Corp | 81,624 | $3.05M | 0.06% | −667−0.8% | Reduced |
| Connable Office Inc | 82,587 | $3.09M | 0.45% | −294−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 82,631 | $3.09M | 0.01% | +52,917+178.1% | Added |
| Guardian Capital Advisors LP | 78,963 | $3.09M | 0.36% | −9,160−10.4% | Reduced |
| Twin Capital Management Inc | 82,808 | $3.10M | 0.42% | −11,457−12.2% | Reduced |
| Bouvel Investment Partners, LLC | 83,141 | $3.11M | 1.82% | −236−0.3% | Reduced |
| Alberta Investment Management Corp | 84,800 | $3.17M | 0.03% | −115,200−57.6% | Reduced |
| National Asset Management, Inc. | 85,245 | $3.17M | 0.08% | −4,741−5.3% | Reduced |
| Sigma Planning Corp | 85,031 | $3.18M | 0.11% | −753−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 85,084 | $3.18M | 0.05% | −7,170−7.8% | Reduced |
| McGinn Investment Management, Inc. | 85,512 | $3.20M | 2.43% | −21,479−20.1% | Reduced |
| Woodward Diversified Capital, LLC | 85,513 | $3.20M | 2.51% | +226+0.3% | Added |
| United Services Automobile Association | 85,521 | $3.20M | 0.10% | −54,444−38.9% | Reduced |
| RFG Advisory, LLC | 85,544 | $3.20M | 0.16% | −298−0.3% | Reduced |
| MAI Capital Management | 85,860 | $3.21M | 0.05% | −1,870−2.1% | Reduced |
| Bard Financial Services, Inc. | 86,195 | $3.22M | 0.26% | −4,420−4.9% | Reduced |
| Independent Advisor Alliance | 86,300 | $3.23M | 0.16% | −3,680−4.1% | Reduced |
| Wesleyan Assurance Society | 86,500 | $3.23M | 0.37% | 00.0% | Unchanged |
| Regions Financial Corp | 86,733 | $3.24M | 0.03% | +458+0.5% | Added |
| Advisory Services Network, LLC | 86,947 | $3.25M | 0.09% | −10,638−10.9% | Reduced |
| Richard Bernstein Advisors LLC | 87,160 | $3.26M | 0.07% | 00.0% | Unchanged |
| Cetera Advisors LLC | 87,475 | $3.27M | 0.05% | +11,296+14.8% | Added |
| Gifford Fong Associates | 88,052 | $3.29M | 0.87% | 00.0% | Unchanged |
| Elgethun Capital Management | 86,966 | $3.30M | 1.05% | −7,778−8.2% | Reduced |
| Banque Cantonale Vaudoise | 88,818 | $3.32M | 0.16% | −4,755−5.1% | Reduced |
| Wedbush Securities Inc | 88,831 | $3.32M | 0.17% | +459+0.5% | Added |
| Kerrisdale Advisers, LLC | 88,821 | $3.32M | 0.98% | +5,369+6.4% | Added |
| Vinva Investment Management Ltd | 88,884 | $3.32M | 0.28% | +88,884 | New |
| Factorial Partners, LLC | 89,300 | $3.34M | 2.51% | +10,600+13.5% | Added |
| Altrafin AG | 89,390 | $3.34M | 1.64% | +4,727+5.6% | Added |
| Mill Capital Management, LLC | 89,585 | $3.35M | 0.34% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 89,814 | $3.36M | 0.59% | +579+0.6% | Added |
| Cutler Group LP | 90,282 | $3.37M | 0.53% | +77,834+625.3% | Added |
| Portman Square Capital LLP | 90,536 | $3.38M | 0.85% | +54,236+149.4% | Added |
| Cohen Klingenstein LLC | 90,900 | $3.40M | 0.16% | 00.0% | Unchanged |
| Western Financial Corp | 91,206 | $3.41M | 2.43% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 92,350 | $3.45M | 0.22% | −11,066−10.7% | Reduced |
| Fragasso Group Inc. | 92,406 | $3.45M | 0.39% | −69,283−42.8% | Reduced |
| Vontobel Holding Ltd. | 92,988 | $3.48M | 0.03% | −78,458−45.8% | Reduced |
| Concentric Wealth Management, LLC | 93,133 | $3.48M | 1.15% | +1,266+1.4% | Added |
| Brookmont Capital Management | 95,032 | $3.55M | 2.23% | +480+0.5% | Added |
| Apexium Financial, LP | 95,542 | $3.57M | 0.35% | +20.0% | Added |
| Assenagon Asset Management S.A. | 95,779 | $3.58M | 0.01% | −1,012−1.0% | Reduced |
| Ieq Capital, LLC | 97,328 | $3.64M | 0.08% | −24,501−20.1% | Reduced |
| Sowell Financial Services LLC | 98,135 | $3.67M | 0.28% | −53,883−35.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 98,693 | $3.69M | 0.43% | −4,300−4.2% | Reduced |
| Imprint Wealth LLC | 98,777 | $3.69M | 2.43% | +98,777 | New |
| Madison Asset Management, LLC | 99,302 | $3.71M | 0.06% | +11,323+12.9% | Added |
| Bahl & Gaynor Inc | 99,706 | $3.73M | 0.02% | −1,571−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 99,758 | $3.73M | 0.08% | +64,772+185.1% | Added |
| Level Four Advisory Services, LLC | 99,887 | $3.73M | 0.24% | −702−0.7% | Reduced |
| Jefferies Financial Group Inc. | 99,938 | $3.74M | 0.08% | +38,575+62.9% | Added |
| RBF Capital, LLC | 100,000 | $3.74M | 0.27% | 00.0% | Unchanged |
| California First Leasing Corp | 100,400 | $3.75M | 2.51% | 00.0% | Unchanged |
| Alerus Financial NA | 100,921 | $3.77M | 0.34% | +3,682+3.8% | Added |
| Hoertkorn Richard Charles | 101,590 | $3.80M | 1.96% | −100−0.1% | Reduced |
| Unison Asset Management LLC | 102,022 | $3.81M | 2.89% | +140.0% | Added |
| Dorchester Wealth Management Co | 102,198 | $3.82M | 0.79% | +1,685+1.7% | Added |
| Barr E S & Co | 102,351 | $3.83M | 0.32% | −1,350−1.3% | Reduced |
| NBW Capital LLC | 103,335 | $3.86M | 0.94% | +48,972+90.1% | Added |
| King Luther Capital Management Corp | 103,646 | $3.87M | 0.02% | −5,955−5.4% | Reduced |
| Clear Harbor Asset Management, LLC | 103,909 | $3.88M | 0.40% | −17,920−14.7% | Reduced |
| Winslow Asset Management Inc | 103,930 | $3.88M | 0.91% | +948+0.9% | Added |
| Ashton Thomas Private Wealth, LLC | 104,379 | $3.90M | 0.34% | −3,826−3.5% | Reduced |
| Hoey Investments, Inc | 104,917 | $3.92M | 1.55% | +23,450+28.8% | Added |
| NWF Advisory Services Inc. | 92,394 | $3.94M | 0.91% | +92,394 | New |
| Landscape Capital Management, L.L.C. | 106,173 | $3.97M | 0.54% | +106,173 | New |
| Avantax Advisory Services, Inc. | 106,799 | $3.99M | 0.05% | −2,687−2.5% | Reduced |
| Teza Capital Management LLC | 107,522 | $4.02M | 0.87% | +37,671+53.9% | Added |
| Hutchinson Capital Management | 107,634 | $4.02M | 1.04% | +120.0% | Added |
| Vestcor Inc | 108,550 | $4.06M | 0.15% | −80,422−42.6% | Reduced |
| Aldebaran Capital, LLC | 108,614 | $4.06M | 4.15% | −300.0% | Reduced |
| Empowered Funds, LLC | 109,569 | $4.10M | 0.24% | +438+0.4% | Added |
| Empirical Finance, LLC | 109,657 | $4.10M | 0.38% | +4,759+4.5% | Added |
| MSD Partners, L.P. | 112,325 | $4.20M | 0.42% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 113,750 | $4.25M | 0.16% | −13,310−10.5% | Reduced |
| PFG Advisors | 114,617 | $4.28M | 0.36% | +237+0.2% | Added |
| Leith Wheeler Investment Counsel Ltd. | 428,305 | $4.31M | 0.63% | +357,571+505.5% | Added |
| TD Private Client Wealth LLC | 115,463 | $4.32M | 0.19% | +4,402+4.0% | Added |
| Advisor Partners II, LLC | 115,502 | $4.32M | 0.24% | +14,919+14.8% | Added |
| Harvest Portfolios Group Inc. | 116,542 | $4.36M | 0.21% | +27,296+30.6% | Added |
| Marble Harbor Investment Counsel, LLC | 116,909 | $4.37M | 0.57% | +8,700+8.0% | Added |
| Thompson Investment Management, Inc. | 117,169 | $4.38M | 0.74% | +2,964+2.6% | Added |
| Boothe Investment Group, Inc. | 118,714 | $4.44M | 2.36% | +15,121+14.6% | Added |
| Virtu Financial LLC | 118,936 | $4.45M | 0.47% | +58,981+98.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 119,779 | $4.48M | 0.11% | +350+0.3% | Added |
| Prospera Financial Services Inc | 120,232 | $4.49M | 0.18% | +37,588+45.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 120,296 | $4.50M | 0.10% | +83,566+227.5% | Added |
| Kovitz Investment Group Partners, LLC | 120,742 | $4.51M | 0.08% | −19,369−13.8% | Reduced |
| Tudor Investment Corp Et Al | 121,301 | $4.53M | 0.09% | +121,301 | New |
| Perigon Wealth Management, LLC | 121,416 | $4.54M | 0.26% | −469−0.4% | Reduced |
| Tower Bridge Advisors | 122,860 | $4.59M | 0.38% | +105,635+613.3% | Added |