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 |
|---|---|---|---|---|---|
| New Hampshire Trust | 7,800 | $291.6K | 0.08% | −205−2.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 7,800 | $291.6K | 0.07% | +7,800 | New |
| Donaldson Capital Management, LLC | 7,808 | $291.8K | 0.01% | −172−2.2% | Reduced |
| Weil Company, Inc. | 7,809 | $291.9K | 0.13% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 7,800 | $292.0K | 0.49% | −4,100−34.5% | Reduced |
| Peak Planning Group, LLC | 7,854 | $293.6K | 0.24% | −2,000−20.3% | Reduced |
| BancorpSouth Bank | 7,866 | $294.0K | 0.03% | +96+1.2% | Added |
| Exencial Wealth Advisors, LLC | 7,902 | $295.4K | 0.02% | −63−0.8% | Reduced |
| Ghe, LLC | 7,923 | $296.2K | 0.23% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,926 | $296.3K | 0.03% | +125+1.6% | Added |
| Avion Wealth | 7,240 | $298.0K | 0.08% | +92+1.3% | Added |
| Cambridge Advisors Inc. | 7,976 | $298.1K | 0.08% | +20.0% | Added |
| Field & Main Bank | 7,980 | $298.3K | 0.18% | −749−8.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,020 | $299.8K | 0.03% | +505+6.7% | Added |
| Old West Investment Management, LLC | 8,037 | $300.4K | 0.16% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 8,047 | $300.8K | 0.05% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,986 | $301.0K | 0.06% | −207−2.5% | Reduced |
| Monetary Management Group Inc | 8,065 | $301.5K | 0.09% | +18+0.2% | Added |
| Sky Investment Group LLC | 8,074 | $301.8K | 0.07% | +70+0.9% | Added |
| Black Maple Capital Management LP | 8,100 | $302.8K | 0.38% | +8,100 | New |
| Zacks Investment Management | 8,123 | $303.6K | 0.00% | −347−4.1% | Reduced |
| Capital Square, LLC | 8,018 | $303.9K | 0.28% | −2,488−23.7% | Reduced |
| PDS Planning, Inc | 8,133 | $304.0K | 0.04% | +2,756+51.3% | Added |
| FLC Capital Advisors | 8,146 | $304.5K | 0.09% | +1,000+14.0% | Added |
| Crawford Investment Counsel Inc | 8,162 | $305.1K | 0.01% | −2,235−21.5% | Reduced |
| New Millennium Group LLC | 8,174 | $305.6K | 0.31% | +8+0.1% | Added |
| CX Institutional | 8,186 | $308.6K | 0.02% | −2,505−23.4% | Reduced |
| Piscataqua Savings Bank | 8,271 | $309.1K | 0.26% | +250+3.1% | Added |
| Cohen Capital Management, Inc. | 8,274 | $309.3K | 0.06% | 00.0% | Unchanged |
| Krilogy Financial LLC | 8,312 | $310.7K | 0.03% | +1,849+28.6% | Added |
| Summit Asset Management, LLC | 8,320 | $311.0K | 0.09% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 8,336 | $311.6K | 0.02% | −1,968−19.1% | Reduced |
| Hamilton Capital, LLC | 8,338 | $311.7K | 0.02% | +3,251+63.9% | Added |
| Financial Advisory Service, Inc. | 8,350 | $312.1K | 0.03% | −2,945−26.1% | Reduced |
| Alpha Family Trust | 8,365 | $312.7K | 0.25% | −820−8.9% | Reduced |
| Pin Oak Investment Advisors Inc | 8,363 | $313.0K | 0.39% | +1,095+15.1% | Added |
| Nichols & Pratt Advisers LLP | 8,400 | $314.0K | 0.02% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 8,434 | $315.3K | 0.05% | +435+5.4% | Added |
| Intrust Bank NA | 8,436 | $315.3K | 0.04% | +983+13.2% | Added |
| Sawgrass Asset Management LLC | 8,440 | $315.5K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,465 | $316.4K | 0.07% | +838+11.0% | Added |
| BancFirst Trust & Investment Management | 8,532 | $318.9K | 0.19% | +8,532 | New |
| Schulhoff & Co Inc | 8,534 | $319.0K | 0.15% | +20.0% | Added |
| Van Strum & Towne Inc. | 8,564 | $320.1K | 0.14% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 8,613 | $322.0K | 0.10% | +8,613 | New |
| S.A. Mason LLC | 8,636 | $322.8K | 0.23% | 00.0% | Unchanged |
| Sippican Capital Advisors | 8,643 | $323.1K | 0.31% | −468−5.1% | Reduced |
| Evermay Wealth Management LLC | 8,665 | $323.9K | 0.07% | +361+4.3% | Added |
| Washington Trust Bank | 8,711 | $325.6K | 0.03% | −4,419−33.7% | Reduced |
| Transform Wealth, LLC | 8,714 | $325.7K | 0.03% | +8,714 | New |
| Hudock, Inc. | 8,732 | $326.4K | 0.08% | −442−4.8% | Reduced |
| Waddell & Associates, LLC | 8,751 | $327.1K | 0.05% | −103−1.2% | Reduced |
| First National Bank | 8,794 | $328.7K | 0.28% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 8,800 | $328.9K | 0.09% | +1,000+12.8% | Added |
| Achmea Investment Management B.V. | 8,813 | $329.0K | 0.01% | +461+5.5% | Added |
| Manchester Capital Management LLC | 8,810 | $329.3K | 0.04% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 8,817 | $329.6K | 0.06% | −4,449−33.5% | Reduced |
| Campion Asset Management LLC | 8,825 | $329.9K | 0.31% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 8,835 | $330.0K | 0.11% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 8,832 | $330.1K | 0.11% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 8,833 | $330.2K | 0.13% | −1,324−13.0% | Reduced |
| HighTower Trust Services, LTA | 8,009 | $331.3K | 0.03% | −1,770−18.1% | Reduced |
| Sweet Financial Partners, LLC | 8,864 | $331.3K | 0.09% | −21−0.2% | Reduced |
| Callan Capital, LLC | 8,884 | $332.1K | 0.04% | +500+6.0% | Added |
| Willis Johnson & Associates, Inc. | 8,904 | $332.8K | 0.04% | +3,401+61.8% | Added |
| ASB Consultores, LLC | 8,909 | $333.0K | 0.13% | −824−8.5% | Reduced |
| Humankind Investments LLC | 8,917 | $333.3K | 0.14% | −150−1.7% | Reduced |
| Traphagen Investment Advisors LLC | 8,921 | $333.5K | 0.05% | −300−3.3% | Reduced |
| WealthShield Partners, LLC | 8,926 | $333.7K | 0.05% | −454−4.8% | Reduced |
| MCF Advisors LLC | 8,956 | $334.8K | 0.03% | −2,892−24.4% | Reduced |
| Lindbrook Capital, LLC | 9,000 | $336.4K | 0.04% | −3,882−30.1% | Reduced |
| Claar Advisors LLC | 9,000 | $336.4K | 0.14% | +1,200+15.4% | Added |
| MONECO Advisors, LLC | 9,017 | $337.0K | 0.10% | +1,841+25.7% | Added |
| Royal Fund Management, LLC | 9,020 | $337.2K | 0.05% | +42+0.5% | Added |
| Tributary Capital Management, LLC | 9,050 | $338.3K | 0.03% | −150−1.6% | Reduced |
| L2 Asset Management, LLC | 9,092 | $339.9K | 0.20% | +390+4.5% | Added |
| Cim Investment Mangement Inc | 9,226 | $344.9K | 0.13% | +455+5.2% | Added |
| Monticello Wealth Management, LLC | 8,976 | $347.1K | 0.04% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 9,333 | $348.9K | 0.18% | +517+5.9% | Added |
| Bank Hapoalim BM | 9,339 | $349.0K | 0.05% | −10,015−51.7% | Reduced |
| Sandy Spring Bank | 9,356 | $349.7K | 0.02% | +2,409+34.7% | Added |
| Ridgecrest Wealth Partners, LLC | 9,381 | $350.7K | 0.25% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 9,389 | $351.0K | 0.01% | −5−0.1% | Reduced |
| Occidental Asset Management, LLC | 9,411 | $351.8K | 0.09% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 9,420 | $352.1K | 0.03% | +1,620+20.8% | Added |
| Visionary Wealth Advisors | 9,420 | $352.1K | 0.03% | +341+3.8% | Added |
| Texas Capital Bancshares Inc | 9,450 | $353.2K | 0.22% | +93+1.0% | Added |
| Doliver Advisors, LP | 9,463 | $353.7K | 0.11% | +243+2.6% | Added |
| Wealthspire Advisors, LLC | 9,484 | $354.5K | 0.01% | −6,266−39.8% | Reduced |
| Advisors Management Group Inc | 9,501 | $355.0K | 0.11% | −90−0.9% | Reduced |
| Verity & Verity, LLC | 9,510 | $355.5K | 0.05% | −5,677−37.4% | Reduced |
| Prentiss Smith & Co Inc | 9,519 | $355.8K | 0.26% | −25−0.3% | Reduced |
| Aspen Investment Management Inc | 9,580 | $358.0K | 0.23% | −500−5.0% | Reduced |
| Fairview Capital Investment Management, LLC | 9,583 | $358.2K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,595 | $358.7K | 0.09% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 9,682 | $361.9K | 0.07% | +1,702+21.3% | Added |
| Marex Group plc | 9,741 | $364.1K | 0.05% | −10,221−51.2% | Reduced |
| Bedel Financial Consulting, Inc. | 9,746 | $364.3K | 0.09% | −119−1.2% | Reduced |
| AXS Investments LLC | 9,763 | $364.9K | 0.12% | −1,193−10.9% | Reduced |
| Bray Capital Advisors | 9,782 | $365.6K | 0.11% | +6+0.1% | Added |