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 |
|---|---|---|---|---|---|
| Baron Wealth Management LLC | 5,547 | $207.3K | 0.15% | −228−3.9% | Reduced |
| Powers Advisory Group, LLC | 5,559 | $207.8K | 0.15% | +24+0.4% | Added |
| Buckingham Strategic Partners | 5,561 | $207.9K | 0.01% | +144+2.7% | Added |
| Calton & Associates, Inc. | 5,564 | $208.0K | 0.10% | −652−10.5% | Reduced |
| CFO4Life Group, LLC | 5,579 | $208.6K | 0.05% | +225+4.2% | Added |
| Financial Advocates Investment Management | 5,591 | $209.0K | 0.02% | +93+1.7% | Added |
| Thrive Wealth Management, LLC | 5,595 | $209.1K | 0.05% | +5,595 | New |
| Detalus Advisors, LLC | 5,600 | $209.3K | 0.10% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,603 | $209.4K | 0.08% | +5,603 | New |
| Silverlake Wealth Management LLC | 5,613 | $209.8K | 0.13% | +321+6.1% | Added |
| Novare Capital Management LLC | 5,623 | $210.2K | 0.02% | −236−4.0% | Reduced |
| HHM Wealth Advisors, LLC | 5,645 | $211.0K | 0.04% | +174+3.2% | Added |
| Ropes Wealth Advisors LLC | 5,650 | $211.2K | 0.04% | −523−8.5% | Reduced |
| GYL Financial Synergies, LLC | 5,660 | $211.6K | 0.03% | +5,660 | New |
| Allegheny Financial Group LTD | 5,663 | $211.7K | 0.09% | +20.0% | Added |
| First National Bank of Hutchinson | 5,668 | $211.9K | 0.17% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 5,676 | $212.2K | 0.04% | +5,676 | New |
| Levin Capital Strategies, L.P. | 5,677 | $212.2K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 5,677 | $212.2K | 0.03% | +5,677 | New |
| Aaron Wealth Advisors | 5,688 | $212.6K | 0.03% | −349−5.8% | Reduced |
| Patten & Patten Inc | 5,689 | $212.7K | 0.02% | 00.0% | Unchanged |
| Ballast, Inc. | 5,690 | $212.7K | 0.09% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 5,723 | $213.9K | 0.01% | −580−9.2% | Reduced |
| Weinberger Asset Management, Inc | 5,724 | $214.0K | 0.12% | +13+0.2% | Added |
| West Oak Capital, LLC | 5,725 | $214.0K | 0.11% | +2,075+56.8% | Added |
| Family Firm, Inc. | 5,736 | $214.4K | 0.06% | +92+1.6% | Added |
| Mosaic Family Wealth Partners, LLC | 5,740 | $214.6K | 0.04% | +3+0.1% | Added |
| Salomon & Ludwin, LLC | 5,751 | $215.0K | 0.03% | −143−2.4% | Reduced |
| West Wealth Group, LLC | 5,755 | $215.1K | 0.10% | −2,291−28.5% | Reduced |
| Advisory Alpha, LLC | 5,770 | $215.7K | 0.01% | +200+3.6% | Added |
| M&R Capital Management Inc | 5,778 | $216.0K | 0.06% | −999−14.7% | Reduced |
| AlphaCore Capital LLC | 5,800 | $216.8K | 0.06% | +740+14.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 5,802 | $216.9K | 0.01% | −370−6.0% | Reduced |
| Agate Pass Investment Management, LLC | 5,825 | $217.7K | 0.14% | −300−4.9% | Reduced |
| Patton Albertson Miller Group, LLC | 5,853 | $218.8K | 0.04% | +300+5.4% | Added |
| Bridgewealth Advisory Group, LLC | 5,855 | $218.9K | 0.40% | +401+7.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,860 | $219.0K | 0.06% | −136−2.3% | Reduced |
| Magnus Financial Group LLC | 5,862 | $219.1K | 0.03% | +206+3.6% | Added |
| Berger Financial Group, Inc | 5,877 | $219.7K | 0.03% | +5+0.1% | Added |
| Defender Capital, LLC. | 5,893 | $220.3K | 0.08% | +819+16.1% | Added |
| Guyasuta Investment Advisors Inc | 5,898 | $220.5K | 0.02% | +146+2.5% | Added |
| Millennium Capital Advisors, LLC | 5,900 | $220.5K | 0.20% | +600+11.3% | Added |
| Kesler, Norman & Wride, LLC | 5,904 | $220.7K | 0.06% | +12+0.2% | Added |
| Atlas Brown,Inc. | 5,905 | $220.7K | 0.10% | +302+5.4% | Added |
| Unionview, LLC | 5,908 | $220.8K | 0.21% | −727−11.0% | Reduced |
| Alpha Financial Advisors, LLC | 5,928 | $221.6K | 0.15% | −2,429−29.1% | Reduced |
| Nations Financial Group Inc, | 5,934 | $221.8K | 0.02% | −122−2.0% | Reduced |
| Eagle Asset Management Inc | 5,945 | $222.0K | 0.00% | +5,945 | New |
| Independence Bank of Kentucky | 5,965 | $223.0K | 0.10% | −150−2.5% | Reduced |
| Josh Arnold Investment Consultant, LLC | 6,000 | $224.0K | 0.27% | +6,000 | New |
| Fenimore Asset Management Inc | 6,000 | $224.3K | 0.01% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 5,995 | $224.3K | 0.03% | +5,995 | New |
| Wallace Capital Management Inc. | 6,010 | $224.7K | 0.04% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 6,027 | $225.3K | 0.10% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 6,045 | $226.0K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 6,060 | $226.5K | 0.17% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,061 | $226.6K | 0.05% | +6,061 | New |
| Bryn Mawr Trust Co | 6,089 | $227.0K | 0.01% | +89+1.5% | Added |
| Prelude Capital Management, LLC | 6,073 | $227.0K | 0.02% | −4,406−42.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 6,078 | $227.2K | 0.08% | −1,141−15.8% | Reduced |
| Syverson Strege & Co | 6,098 | $227.9K | 0.10% | +366+6.4% | Added |
| Riverbridge Partners LLC | 6,100 | $228.0K | 0.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 6,115 | $229.0K | 0.01% | −2,419−28.3% | Reduced |
| Strategic Wealth Designers | 6,144 | $229.7K | 0.04% | +6,144 | New |
| Everhart Financial Group, Inc. | 6,147 | $229.8K | 0.10% | +6,147 | New |
| Latitude Advisors, LLC | 6,148 | $229.8K | 0.17% | −1,583−20.5% | Reduced |
| Investment Advisory Group, LLC | 6,172 | $230.7K | 0.13% | +10.0% | Added |
| Trustmark National Bank Trust Department | 6,199 | $231.7K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 6,218 | $232.4K | 0.04% | −372−5.6% | Reduced |
| Milestone Investment Advisors LLC | 6,223 | $232.6K | 0.07% | +6,223 | New |
| Cherry Creek Investment Advisors, Inc. | 6,230 | $232.9K | 0.17% | +28+0.5% | Added |
| Copperleaf Capital, LLC | 6,232 | $233.0K | 0.23% | +6,232 | New |
| Enterprise Financial Services Corp | 6,233 | $233.0K | 0.15% | −778−11.1% | Reduced |
| Duncker Streett & Co Inc | 6,266 | $234.2K | 0.06% | +10+0.2% | Added |
| Quintet Private Bank (Europe) S.A. | 6,278 | $234.7K | 0.01% | +6,278 | New |
| Cutter & CO Brokerage, Inc. | 6,292 | $235.2K | 0.07% | −8,063−56.2% | Reduced |
| Brave Asset Management Inc | 6,301 | $235.5K | 0.07% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 6,303 | $235.6K | 0.08% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 6,303 | $235.6K | 0.05% | +222+3.7% | Added |
| Readystate Asset Management LP | 6,314 | $236.0K | 0.03% | +6,314 | New |
| Tucker Asset Management LLC | 6,335 | $236.8K | 0.07% | +847+15.4% | Added |
| Cardinal Point Capital Management, ULC | 6,347 | $237.3K | 0.07% | +6,347 | New |
| CMG Global Holdings, LLC | 6,367 | $238.0K | 0.22% | +20.0% | Added |
| New Republic Capital, LLC | 6,382 | $238.6K | 0.18% | +6,382 | New |
| Fruth Investment Management | 6,418 | $239.0K | 0.07% | −400−5.9% | Reduced |
| CKW Financial Group | 6,400 | $239.0K | 0.04% | +200+3.2% | Added |
| Simon Quick Advisors, LLC | 6,395 | $239.0K | 0.03% | +6,395 | New |
| ERTS Wealth Advisors, LLC | 6,430 | $240.4K | 0.06% | −668−9.4% | Reduced |
| Redwood Wealth Management Group, LLC | 6,443 | $240.8K | 0.27% | +6,443 | New |
| Icon Wealth Partners, LLC | 6,453 | $241.2K | 0.03% | +6,453 | New |
| Stockman Wealth Management, Inc. | 6,459 | $241.4K | 0.05% | −239−3.6% | Reduced |
| Provence Wealth Management Group | 6,491 | $242.6K | 0.16% | +6,491 | New |
| Nexus Investment Management ULC | 6,500 | $243.0K | 0.03% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,503 | $243.1K | 0.07% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,510 | $243.3K | 0.04% | 00.0% | Unchanged |
| Privium Fund Management B.V. | 6,550 | $244.8K | 0.08% | +6,550 | New |
| Asset Dedication, LLC | 6,645 | $245.0K | 0.02% | +1,163+21.2% | Added |
| LBMC Investment Advisors, LLC | 6,556 | $245.1K | 0.02% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 6,560 | $245.2K | 0.04% | −20.0% | Reduced |
| Blueshift Asset Management, LLC | 6,569 | $245.5K | 0.10% | +6,569 | New |