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 |
|---|---|---|---|---|---|
| Pinnacle Holdings, LLC | 2,227 | $83.2K | 0.04% | +495+28.6% | Added |
| Clean Yield Group | 2,243 | $83.8K | 0.04% | −848−27.4% | Reduced |
| KB Financial Partners, LLC | 2,283 | $85.0K | 0.02% | +89+4.1% | Added |
| Ameliora Wealth Management Ltd. | 2,300 | $86.0K | 0.05% | +300+15.0% | Added |
| Capital Analysts, LLC | 2,388 | $89.0K | 0.01% | +15+0.6% | Added |
| West Paces Advisors Inc. | 2,385 | $89.2K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 2,392 | $89.4K | 0.03% | +1,709+250.2% | Added |
| Oakworth Capital, Inc. | 2,396 | $89.6K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,410 | $90.1K | 0.06% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,435 | $91.0K | 0.01% | +68+2.9% | Added |
| First Personal Financial Services | 2,489 | $93.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,500 | $93.5K | 0.09% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2,505 | $93.6K | 0.02% | +2,505 | New |
| Prestige Wealth Management Group LLC | 2,525 | $94.4K | 0.02% | −130−4.9% | Reduced |
| CNB Bank | 2,541 | $95.0K | 0.06% | +125+5.2% | Added |
| Acima Private Wealth, LLC | 2,572 | $96.1K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,586 | $97.0K | 0.02% | +256+11.0% | Added |
| Missouri Trust & Investment Co | 2,605 | $97.4K | 0.06% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,633 | $98.4K | 0.04% | +4+0.2% | Added |
| Clearview Wealth Advisors LLC | 2,696 | $100.8K | 0.10% | +3+0.1% | Added |
| Glen Eagle Advisors, LLC | 2,710 | $101.3K | 0.03% | −48−1.7% | Reduced |
| Clear Investment Research, LLC | 2,734 | $102.2K | 0.18% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,806 | $105.0K | 0.04% | +2,806 | New |
| Caldwell Sutter Capital, Inc. | 2,811 | $105.1K | 0.08% | +2,811 | New |
| Larson Financial Group LLC | 2,953 | $110.4K | 0.01% | +438+17.4% | Added |
| Acropolis Investment Management, LLC | 2,962 | $110.7K | 0.01% | −109−3.5% | Reduced |
| Hoese & Co LLP | 2,374 | $111.0K | 0.13% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,990 | $111.8K | 0.04% | −12,240−80.4% | Reduced |
| SRS Capital Advisors, Inc. | 3,053 | $114.1K | 0.02% | +7+0.2% | Added |
| Standard Family Office LLC | 3,140 | $117.4K | 0.21% | 00.0% | Unchanged |
| American National Bank | 3,163 | $118.2K | 0.02% | +248+8.5% | Added |
| Powell Investment Advisors, LLC | 3,169 | $118.5K | 0.07% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,313 | $123.8K | 0.03% | −3,157−48.8% | Reduced |
| Creative Financial Designs Inc | 3,357 | $125.5K | 0.02% | −166−4.7% | Reduced |
| Silicon Valley Capital Partners | 3,373 | $126.1K | 0.03% | +2,734+427.9% | Added |
| Mach-1 Financial Group, Inc. | 3,383 | $126.5K | 0.80% | −38,168−91.9% | Reduced |
| Rosenberg Matthew Hamilton | 3,465 | $129.5K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,482 | $130.2K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,521 | $131.6K | 0.03% | +4+0.1% | Added |
| Spartan Fund Management Inc. | 3,547 | $132.6K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,622 | $135.4K | 0.04% | +1,014+38.9% | Added |
| Eagle Bay Advisors LLC | 3,628 | $135.6K | 0.07% | −328−8.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,634 | $135.8K | 0.07% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 3,729 | $139.4K | 0.02% | −10.0% | Reduced |
| Exchange Traded Concepts, LLC | 3,780 | $141.3K | 0.00% | +3,558+1,602.7% | Added |
| Tompkins Financial Corp | 3,820 | $142.8K | 0.02% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,840 | $143.5K | 0.02% | −1,121−22.6% | Reduced |
| Bangor Savings Bank | 3,923 | $146.6K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,935 | $147.1K | 0.04% | 00.0% | Unchanged |
| Trust Co | 3,944 | $147.4K | 0.02% | −669−14.5% | Reduced |
| Providence Capital Advisors, LLC | 3,991 | $149.2K | 0.04% | −6,528−62.1% | Reduced |
| TCI Wealth Advisors, Inc. | 4,074 | $152.3K | 0.02% | −1,654−28.9% | Reduced |
| AM Squared Ltd | 4,100 | $153.3K | 0.12% | −6,100−59.8% | Reduced |
| Community Bank, N.A. | 4,125 | $154.2K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,165 | $156.0K | 0.00% | −633−13.2% | Reduced |
| Wunderlich Capital Managemnt | 4,203 | $157.0K | 0.08% | +4,203 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4,205 | $157.2K | 0.00% | −27−0.6% | Reduced |
| Heritage Wealth Advisors | 4,208 | $157.3K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 4,210 | $157.4K | 0.01% | −148,306−97.2% | Reduced |
| Hall Laurie J Trustee | 4,242 | $159.0K | 0.07% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,281 | $160.0K | 0.13% | +1,402+48.7% | Added |
| JJJ Advisors Inc. | 4,041 | $160.2K | 0.05% | −12−0.3% | Reduced |
| Parkside Financial Bank & Trust | 4,289 | $160.3K | 0.04% | −980−18.6% | Reduced |
| Riverview Trust Co | 4,302 | $160.8K | 0.15% | +328+8.3% | Added |
| Hazlett, Burt & Watson, Inc. | 4,412 | $165.0K | 0.13% | +100+2.3% | Added |
| Covestor Ltd | 4,475 | $167.0K | 0.15% | +742+19.9% | Added |
| Ossiam | 4,500 | $168.2K | 0.00% | +4,500 | New |
| Hills Bank & Trust Co | 4,548 | $170.0K | 0.02% | −648−12.5% | Reduced |
| Carolinas Wealth Consulting LLC | 4,574 | $171.0K | 0.04% | +278+6.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,660 | $174.0K | 0.00% | +377+8.8% | Added |
| Penserra Capital Management LLC | 4,718 | $175.0K | 0.00% | −115−2.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,706 | $175.9K | 0.09% | −118−2.4% | Reduced |
| PSI Advisors, LLC | 4,847 | $181.2K | 0.09% | 00.0% | Unchanged |
| First Command Bank | 4,912 | $183.6K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 4,912 | $183.6K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5,017 | $187.5K | 0.09% | +488+10.8% | Added |
| Crewe Advisors LLC | 5,027 | $187.9K | 0.03% | +53+1.1% | Added |
| Park Place Capital Corp | 5,146 | $192.4K | 0.05% | +512+11.0% | Added |
| Venturi Wealth Management, LLC | 5,172 | $193.3K | 0.02% | +48+0.9% | Added |
| Washington Trust Advisors, Inc. | 5,273 | $197.1K | 0.02% | −383−6.8% | Reduced |
| Weaver Consulting Group | 5,364 | $200.5K | 0.09% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 5,368 | $200.7K | 0.09% | +5,368 | New |
| Curated Wealth Partners LLC | 5,378 | $201.0K | 0.05% | +312+6.2% | Added |
| Golden Green, Inc. | 5,385 | $201.3K | 0.24% | −17,717−76.7% | Reduced |
| IFG Advisory, LLC | 5,387 | $201.4K | 0.02% | +246+4.8% | Added |
| Denver Wealth Management, Inc. | 5,392 | $201.5K | 0.14% | +29+0.5% | Added |
| Ipswich Investment Management Co., Inc. | 5,401 | $201.9K | 0.06% | −30−0.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $202.0K | 0.11% | 00.0% | Unchanged |
| Summit Global Investments | 5,410 | $202.0K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5,412 | $202.3K | 0.12% | +5,412 | New |
| PrairieView Partners, LLC | 5,453 | $203.0K | 0.03% | −2,393−30.5% | Reduced |
| Acorn Wealth Advisors, LLC | 5,436 | $203.2K | 0.15% | −418−7.1% | Reduced |
| Howard Capital Management Group, LLC | 5,450 | $203.7K | 0.02% | +5,450 | New |
| Court Place Advisors, LLC | 5,470 | $204.5K | 0.07% | −150−2.7% | Reduced |
| MSH Capital Advisors LLC | 5,494 | $205.3K | 0.09% | +12+0.2% | Added |
| Exos TFP Holdings LLC | 5,496 | $205.4K | 0.05% | +3,249+144.6% | Added |
| Heritage Trust Co | 5,498 | $205.5K | 0.03% | +5,498 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,500 | $205.6K | 0.21% | +5,500 | New |
| Finer Wealth Management, Inc. | 5,530 | $206.7K | 0.17% | +5,530 | New |
| SPC Financial, Inc. | 5,545 | $207.3K | 0.02% | +395+7.7% | Added |