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 |
|---|---|---|---|---|---|
| Cedar Mountain Advisors, LLC | 564 | $21.1K | 0.01% | −33−5.5% | Reduced |
| Financial Freedom, LLC | 587 | $22.0K | 0.02% | +2+0.3% | Added |
| Coastal Capital Group, Inc. | 598 | $22.3K | 0.01% | +8+1.4% | Added |
| RFP Financial Group LLC | 602 | $22.5K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 604 | $22.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 606 | $22.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 634 | $23.7K | 0.01% | +20+3.3% | Added |
| SkyView Investment Advisors, LLC | 640 | $24.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 665 | $24.9K | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 662 | $25.0K | 0.03% | −18−2.6% | Reduced |
| IMA Wealth, Inc. | 693 | $25.9K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 700 | $26.2K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 728 | $27.2K | 0.00% | +728 | New |
| Carmichael Hill & Associates, Inc. | 734 | $27.4K | 0.01% | +5+0.7% | Added |
| Strategic Investment Solutions, Inc. | 738 | $27.6K | 0.01% | +738 | New |
| Kelly Financial Services LLC | 749 | $28.0K | 0.01% | +56+8.1% | Added |
| Sutton Wealth Advisors Inc. | 772 | $28.9K | 0.02% | −3,005−79.6% | Reduced |
| Country Trust Bank | 778 | $29.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 791 | $29.6K | 0.01% | −675−46.0% | Reduced |
| Tradewinds Capital Management, LLC | 795 | $29.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 800 | $29.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 812 | $30.4K | 0.02% | +812 | New |
| Private Ocean, LLC | 841 | $31.4K | 0.00% | +121+16.8% | Added |
| Orion Capital Management LLC | 850 | $31.8K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 885 | $33.1K | 0.03% | +885 | New |
| Sound Income Strategies, LLC | 886 | $33.1K | 0.00% | −25−2.7% | Reduced |
| Resurgent Financial Advisors LLC | 894 | $33.4K | 0.02% | −353−28.3% | Reduced |
| Lam Group, Inc. | 900 | $33.6K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 899 | $34.0K | 0.02% | −90−9.1% | Reduced |
| Cyrus J. Lawrence, LLC | 900 | $34.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 930 | $35.0K | 0.01% | −1,824−66.2% | Reduced |
| Worth Asset Management, LLC | 950 | $35.5K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 982 | $36.7K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 979 | $37.0K | 0.00% | +979 | New |
| Addison Advisors LLC | 990 | $37.0K | 0.02% | +256+34.9% | Added |
| Horan Securities, Inc. | 998 | $37.3K | 0.02% | −165−14.2% | Reduced |
| Fortis Capital Advisors, LLC | 1,000 | $37.4K | 0.02% | −300−23.1% | Reduced |
| Westport Asset Management Inc | 1,000 | $37.4K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,044 | $39.0K | 0.00% | +43+4.3% | Added |
| Atticus Wealth Management, LLC | 1,050 | $39.2K | 0.01% | −2,500−70.4% | Reduced |
| BDO Wealth Advisors, LLC | 1,115 | $41.7K | 0.01% | +240+27.4% | Added |
| Bell Investment Advisors, Inc | 1,129 | $42.2K | 0.01% | +123+12.2% | Added |
| Rise Advisors, LLC | 1,144 | $42.8K | 0.03% | −148−11.5% | Reduced |
| McIlrath & Eck, LLC | 1,194 | $44.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $45.6K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,225 | $45.8K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,275 | $47.7K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,276 | $47.7K | 0.03% | −227−15.1% | Reduced |
| Arcadia Investment Management Corp | 1,291 | $48.3K | 0.01% | +66+5.4% | Added |
| Versant Capital Management, Inc | 1,327 | $49.6K | 0.02% | −32−2.4% | Reduced |
| Operose Advisors LLC | 1,327 | $49.6K | 0.02% | +1,327 | New |
| Bellevue Asset Management, LLC | 1,327 | $49.6K | 0.03% | +3+0.2% | Added |
| Johnson Midwest Financial, LLC | 1,333 | $49.8K | 0.07% | +8+0.6% | Added |
| Brown Shipley& Co Ltd | 1,336 | $49.9K | 0.03% | +1,336 | New |
| Family CFO Inc | 1,347 | $50.4K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,357 | $50.7K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,314 | $52.2K | 0.02% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,400 | $52.3K | 0.02% | +1,400 | New |
| New England Capital Financial Advisors LLC | 1,429 | $53.4K | 0.04% | +157+12.3% | Added |
| Ulland Investment Advisors, LLC | 1,435 | $54.0K | 0.06% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,469 | $54.9K | 0.02% | +3+0.2% | Added |
| Lumature Wealth Partners, LLC | 1,479 | $55.3K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,488 | $55.6K | 0.02% | +3+0.2% | Added |
| Accel Wealth Management | 1,503 | $56.2K | 0.02% | −100−6.2% | Reduced |
| Kessler Investment Group, LLC | 1,519 | $56.8K | 0.04% | −400−20.8% | Reduced |
| Bogart Wealth, LLC | 1,529 | $57.2K | 0.00% | −95−5.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,534 | $57.3K | 0.01% | +1,534 | New |
| SJS Investment Consulting Inc. | 1,568 | $58.6K | 0.02% | −3−0.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,576 | $59.0K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,420 | $59.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,271 | $61.6K | 0.06% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,648 | $61.6K | 0.03% | +6+0.4% | Added |
| Key Financial Inc | 1,657 | $61.9K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 1,672 | $62.5K | 0.03% | +270+19.3% | Added |
| WFA Asset Management Corp | 1,683 | $62.9K | 0.04% | +1,200+248.4% | Added |
| SOA Wealth Advisors, LLC. | 1,718 | $64.2K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,761 | $65.8K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,776 | $66.0K | 0.03% | +12+0.7% | Added |
| Adirondack Trust Co | 1,779 | $66.5K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,785 | $67.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,675 | $67.7K | 0.01% | +1,051+168.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $71.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,903 | $71.1K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,920 | $71.8K | 0.05% | +120+6.7% | Added |
| Baystate Wealth Management LLC | 1,924 | $71.9K | 0.01% | +1,351+235.8% | Added |
| Banco de Sabadell, S.A | 1,921 | $72.0K | 0.06% | +1,362+243.6% | Added |
| Armstrong Advisory Group, Inc | 1,983 | $74.1K | 0.01% | −250−11.2% | Reduced |
| Spirit of America Management Corp | 2,000 | $74.8K | 0.02% | −4,500−69.2% | Reduced |
| Dark Forest Capital Management LP | 2,007 | $75.0K | 0.02% | +1,731+627.2% | Added |
| Global Financial Private Client, LLC | 2,021 | $76.2K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,061 | $77.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 2,083 | $77.9K | 0.01% | +2,083 | New |
| LFA - Lugano Financial Advisors SA | 2,131 | $79.7K | 0.06% | −3,721−63.6% | Reduced |
| Pittenger & Anderson Inc | 2,135 | $79.8K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,142 | $80.1K | 0.02% | −296−12.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $82.0K | 0.04% | +343+18.5% | Added |
| Financial Perspectives, Inc | 2,199 | $82.2K | 0.04% | +6+0.3% | Added |
| Colonial Trust Co | 2,207 | $82.5K | 0.02% | −53−2.3% | Reduced |
| First Financial Corp | 2,210 | $82.6K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 2,213 | $82.7K | 0.10% | 00.0% | Unchanged |