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 |
|---|---|---|---|---|---|
| Van Cleef Asset Management,Inc | 6,579 | $245.9K | 0.04% | −19−0.3% | Reduced |
| X-Square Capital, LLC | 6,575 | $246.0K | 0.15% | −2,381−26.6% | Reduced |
| Smithfield Trust Co | 6,601 | $246.0K | 0.02% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 7,157 | $246.2K | 0.00% | −253,298−97.3% | Reduced |
| Oliver Luxxe Assets LLC | 6,592 | $246.4K | 0.06% | −91,588−93.3% | Reduced |
| Security Asset Management | 6,600 | $246.7K | 0.14% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 6,634 | $248.0K | 0.22% | +6,634 | New |
| EP Wealth Advisors, LLC | 3,467 | $248.5K | 0.00% | −106,817−96.9% | Reduced |
| Auxano Advisors, LLC | 6,654 | $248.7K | 0.10% | +4+0.1% | Added |
| David R. Rahn & Associates Inc. | 6,660 | $249.0K | 0.13% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 6,687 | $249.0K | 0.03% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 6,701 | $250.0K | 0.08% | +369+5.8% | Added |
| Intelligence Driven Advisers, LLC | 6,796 | $250.7K | 0.05% | +591+9.5% | Added |
| Papp L Roy & Associates | 6,712 | $250.9K | 0.03% | +12+0.2% | Added |
| Sand Hill Global Advisors, LLC | 6,718 | $251.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 6,725 | $251.4K | 0.02% | −565−7.8% | Reduced |
| Main Street Financial Solutions, LLC | 6,727 | $251.5K | 0.04% | +412+6.5% | Added |
| Credential Qtrade Securities Inc. | 6,730 | $251.6K | 0.02% | +146+2.2% | Added |
| Successful Portfolios LLC | 6,739 | $251.9K | 0.16% | −134−1.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 6,225 | $252.4K | 0.26% | +815+15.1% | Added |
| Flputnam Investment Management Co | 6,765 | $252.9K | 0.01% | +6,765 | New |
| Keel Point, LLC | 6,790 | $253.8K | 0.04% | +428+6.7% | Added |
| Beta Wealth Group, Inc. | 6,800 | $254.2K | 0.15% | +900+15.3% | Added |
| Sunflower Bank, N.A. | 6,808 | $254.5K | 0.06% | −3,917−36.5% | Reduced |
| Angeles Investment Advisors, LLC | 6,810 | $254.6K | 0.02% | +6,810 | New |
| Colonial Trust Advisors | 6,812 | $254.6K | 0.03% | −2,230−24.7% | Reduced |
| Founders Capital Management | 6,813 | $255.0K | 0.19% | 00.0% | Unchanged |
| Monument Capital Management | 6,825 | $255.1K | 0.09% | −3,150−31.6% | Reduced |
| Integrated Investment Consultants, LLC | 6,894 | $257.7K | 0.08% | −1,778−20.5% | Reduced |
| Legacy Bridge, LLC | 6,904 | $258.1K | 0.18% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 6,921 | $258.7K | 0.03% | −66−0.9% | Reduced |
| Park National Corp | 6,928 | $259.0K | 0.01% | +926+15.4% | Added |
| Green Harvest Asset Management LLC | 6,945 | $259.6K | 0.01% | +76+1.1% | Added |
| Evolution Advisers, Inc. | 6,972 | $260.0K | 0.19% | 00.0% | Unchanged |
| Well Done, LLC | 6,960 | $260.2K | 0.06% | −77−1.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 6,963 | $260.3K | 0.08% | −800−10.3% | Reduced |
| Ausdal Financial Partners, Inc. | 6,968 | $260.5K | 0.04% | −163−2.3% | Reduced |
| Woodstock Corp | 6,984 | $261.1K | 0.03% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 6,988 | $261.2K | 0.15% | +10.0% | Added |
| Westhampton Capital, LLC | 6,990 | $261.3K | 0.17% | +400+6.1% | Added |
| Kearns & Associates LLC | 7,000 | $261.7K | 0.26% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 7,015 | $262.2K | 0.13% | +916+15.0% | Added |
| Adviser Investments LLC | 7,039 | $263.1K | 0.01% | +1,001+16.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,050 | $263.5K | 0.01% | +1,710+32.0% | Added |
| Lyell Wealth Management, LP | 7,053 | $263.6K | 0.04% | −1,732−19.7% | Reduced |
| OneAscent Financial Services LLC | 7,066 | $264.0K | 0.11% | −492−6.5% | Reduced |
| Wealth Architects, LLC | 7,065 | $264.1K | 0.05% | −200−2.8% | Reduced |
| Planning Center, Inc. | 6,681 | $265.0K | 0.07% | −1,300−16.3% | Reduced |
| E Fund Management Co., Ltd. | 7,098 | $265.0K | 0.02% | −279−3.8% | Reduced |
| Financial Insights, Inc. | 7,090 | $265.0K | 0.11% | −11,378−61.6% | Reduced |
| Wealth Effects LLC | 7,098 | $265.3K | 0.14% | −75−1.0% | Reduced |
| Lynch & Associates | 7,125 | $266.3K | 0.07% | −39−0.5% | Reduced |
| Concord Wealth Partners | 7,133 | $266.6K | 0.08% | +781+12.3% | Added |
| Wedge Capital Management L L P | 7,155 | $267.5K | 0.00% | +552+8.4% | Added |
| Plante Moran Financial Advisors, LLC | 7,168 | $267.9K | 0.04% | −1,236−14.7% | Reduced |
| Zullo Investment Group, Inc. | 7,194 | $268.9K | 0.17% | −93−1.3% | Reduced |
| Silvia McColl Wealth Management, LLC | 7,210 | $269.5K | 0.27% | +322+4.7% | Added |
| Blue Barn Wealth, LLC | 7,216 | $269.7K | 0.17% | +7,216 | New |
| E&G Advisors, LP | 7,228 | $270.2K | 0.10% | −220−3.0% | Reduced |
| PFG Investments, LLC | 7,234 | $270.4K | 0.06% | +7,234 | New |
| Arete Wealth Advisors, LLC | 7,260 | $271.0K | 0.02% | −1,403−16.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,252 | $271.1K | 0.23% | −7−0.1% | Reduced |
| Greenspring Advisors, LLC | 7,270 | $271.8K | 0.06% | −439−5.7% | Reduced |
| Arrow Financial Corp | 7,275 | $271.9K | 0.04% | −110−1.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,276 | $272.0K | 0.14% | +45+0.6% | Added |
| Wagner Wealth Management, LLC | 7,301 | $272.9K | 0.12% | +586+8.7% | Added |
| Parsons Capital Management Inc | 7,305 | $273.1K | 0.02% | −460−5.9% | Reduced |
| John W. Brooker & Co., CPAs | 6,904 | $273.8K | 0.18% | 00.0% | Unchanged |
| City State Bank | 7,366 | $275.0K | 0.16% | +787+12.0% | Added |
| Delta Investment Management, LLC | 7,374 | $275.6K | 0.08% | −1,544−17.3% | Reduced |
| Front Row Advisors LLC | 7,395 | $276.0K | 0.13% | −484−6.1% | Reduced |
| Core Alternative Capital | 7,397 | $276.5K | 0.04% | +5,035+213.2% | Added |
| Bridge Creek Capital Management LLC | 7,400 | $276.6K | 0.10% | 00.0% | Unchanged |
| Cowa, LLC | 7,400 | $276.6K | 0.23% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 7,401 | $276.6K | 0.75% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 7,421 | $277.0K | 0.21% | +363+5.1% | Added |
| Founders Financial Alliance, LLC | 7,260 | $277.3K | 0.14% | −232−3.1% | Reduced |
| First National Bank & Trust Co of Newtown | 7,436 | $278.0K | 0.06% | −760−9.3% | Reduced |
| STAR Financial Bank | 7,457 | $278.7K | 0.27% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 7,458 | $278.8K | 0.27% | +24+0.3% | Added |
| Clear Street Markets LLC | 7,475 | $279.0K | 0.08% | −83,340−91.8% | Reduced |
| Bailard, Inc. | 7,482 | $279.7K | 0.01% | −26−0.3% | Reduced |
| Magnolia Capital Management Ltd | 7,500 | $280.0K | 0.26% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 7,496 | $280.2K | 0.09% | −489−6.1% | Reduced |
| Cidel Asset Management Inc | 7,500 | $280.4K | 0.01% | −600−7.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 7,507 | $281.0K | 0.00% | −2,249−23.1% | Reduced |
| Retirement Group, LLC | 7,510 | $281.0K | 0.13% | +7,000+1,372.5% | Added |
| Nwam LLC | 7,579 | $283.3K | 0.03% | +494+7.0% | Added |
| Richard W. Paul & Associates, LLC | 7,580 | $283.3K | 0.13% | +202+2.7% | Added |
| Howland Capital Management LLC | 7,633 | $285.3K | 0.02% | +66+0.9% | Added |
| Cedar Brook Financial Partners, LLC | 7,639 | $285.6K | 0.07% | −225−2.9% | Reduced |
| Vicus Capital | 7,653 | $286.1K | 0.03% | −1,253−14.1% | Reduced |
| Plancorp, LLC | 7,659 | $286.3K | 0.02% | +18+0.2% | Added |
| PVG Asset Management Corp | 7,668 | $286.6K | 0.92% | −1,718−18.3% | Reduced |
| MKT Advisors LLC | 7,786 | $287.2K | 0.21% | −857−9.9% | Reduced |
| Legacy Financial Advisors, Inc. | 7,711 | $288.3K | 0.06% | +531+7.4% | Added |
| UMA Financial Services, Inc. | 6,855 | $289.6K | 0.08% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 7,758 | $290.0K | 0.00% | −914−10.5% | Reduced |
| Confluence Wealth Services, Inc. | 7,765 | $290.2K | 0.07% | −8−0.1% | Reduced |
| Mechanics Bank Trust Department | 7,800 | $291.6K | 0.05% | −25−0.3% | Reduced |