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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 9,815 | $366.0K | 0.11% | −180−1.8% | Reduced |
| Modera Wealth Management, LLC | 9,868 | $368.9K | 0.01% | −55−0.6% | Reduced |
| Alps Advisors Inc | 9,885 | $369.5K | 0.00% | +9,885 | New |
| Tranquilli Financial Advisor LLC | 9,893 | $369.8K | 0.28% | +899+10.0% | Added |
| Royal Capital Wealth Management, LLC | 9,897 | $370.0K | 0.37% | +264+2.7% | Added |
| Alta Advisers Ltd | 9,900 | $370.1K | 0.22% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 9,966 | $372.5K | 0.24% | −977−8.9% | Reduced |
| Zuckerman Investment Group, LLC | 9,968 | $372.6K | 0.06% | 00.0% | Unchanged |
| LVW Advisors, LLC | 9,988 | $373.4K | 0.07% | +102+1.0% | Added |
| RB Capital Management, LLC | 9,990 | $373.4K | 0.12% | +48+0.5% | Added |
| Flagship Harbor Advisors, LLC | 10,004 | $374.0K | 0.04% | −1,987−16.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 10,014 | $374.3K | 0.21% | +3,809+61.4% | Added |
| Interchange Capital Partners, LLC | 10,068 | $374.8K | 0.20% | +10,068 | New |
| Biltmore Family Office, LLC | 10,057 | $375.9K | 0.08% | +495+5.2% | Added |
| Quantamental Technologies LLC | 10,098 | $377.5K | 0.20% | −23,246−69.7% | Reduced |
| Colony Family Offices, LLC | 10,150 | $379.4K | 0.15% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 10,154 | $379.6K | 0.11% | +199+2.0% | Added |
| Beach Investment Counsel Inc | 10,164 | $380.0K | 0.05% | −1,500−12.9% | Reduced |
| Lauterbach Financial Advisors, LLC | 10,217 | $381.9K | 0.31% | +49+0.5% | Added |
| HCR Wealth Advisors | 10,217 | $381.9K | 0.08% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 10,216 | $382.0K | 0.00% | +8,596+530.6% | Added |
| Gladstone Institutional Advisory LLC | 10,220 | $382.0K | 0.02% | +722+7.6% | Added |
| FirstPurpose Wealth LLC | 10,223 | $382.1K | 0.19% | +4,278+72.0% | Added |
| Quent Capital, LLC | 10,234 | $382.5K | 0.07% | +4,897+91.8% | Added |
| Institute for Wealth Management, LLC. | 10,246 | $383.0K | 0.07% | +1,029+11.2% | Added |
| Sage Mountain Advisors LLC | 10,246 | $383.0K | 0.06% | +4,142+67.9% | Added |
| Stephenson National Bank & Trust | 10,248 | $383.1K | 0.24% | 00.0% | Unchanged |
| Athena Investment Management | 10,267 | $383.8K | 0.28% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 10,289 | $384.6K | 0.04% | −756−6.8% | Reduced |
| Fort Point Capital Partners LLC | 10,348 | $386.8K | 0.06% | +17+0.2% | Added |
| All Terrain Financial Advisors, LLC | 10,367 | $387.5K | 0.19% | −225−2.1% | Reduced |
| Jacobi Capital Management LLC | 10,375 | $387.8K | 0.05% | −2,211−17.6% | Reduced |
| Tarbox Family Office, Inc. | 10,405 | $388.9K | 0.08% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 10,439 | $390.2K | 0.03% | −978−8.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 10,471 | $391.4K | 0.11% | +10,471 | New |
| Regatta Capital Group, LLC | 9,528 | $393.4K | 0.14% | 00.0% | Unchanged |
| Vontobel Asset Management Inc | 10,534 | $393.8K | 0.00% | −361−3.3% | Reduced |
| Flagstone Financial Management | 10,554 | $394.5K | 0.20% | +10.0% | Added |
| Coastal Bridge Advisors, LLC | 10,563 | $394.8K | 0.10% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 10,565 | $394.9K | 0.27% | −131−1.2% | Reduced |
| Harbor Investment Advisory, LLC | 10,578 | $395.4K | 0.06% | −15−0.1% | Reduced |
| Clear Creek Financial Management, LLC | 10,583 | $395.6K | 0.08% | +780+8.0% | Added |
| Davis R M Inc | 10,584 | $396.0K | 0.01% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 10,601 | $396.3K | 0.23% | −5,295−33.3% | Reduced |
| Hikari Tsushin, Inc. | 10,631 | $397.4K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10,696 | $399.8K | 0.19% | −123−1.1% | Reduced |
| Pacifica Partners Inc. | 10,625 | $400.9K | 0.24% | +8,915+521.3% | Added |
| West Branch Capital LLC | 10,728 | $401.0K | 0.22% | +423+4.1% | Added |
| Mengis Capital Management, Inc. | 10,803 | $403.8K | 0.09% | −4,549−29.6% | Reduced |
| First Dallas Securities Inc. | 10,800 | $404.0K | 0.24% | +250+2.4% | Added |
| Intrua Financial, LLC | 10,779 | $404.1K | 0.08% | +1,039+10.7% | Added |
| LGT Financial Advisors LLC | 10,827 | $404.7K | 0.75% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 10,858 | $405.9K | 0.21% | −47−0.4% | Reduced |
| Altfest L J & Co Inc | 10,867 | $406.0K | 0.06% | +1,997+22.5% | Added |
| Pointe Capital Management LLC | 10,870 | $406.3K | 0.30% | −47−0.4% | Reduced |
| Webster Bank, N. A. | 10,895 | $407.3K | 0.05% | −1,450−11.7% | Reduced |
| Wallace Advisory Group, LLC | 10,895 | $407.3K | 0.31% | +1,186+12.2% | Added |
| Centennial Bank | 10,923 | $408.2K | 0.27% | −5,254−32.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 10,975 | $410.2K | 0.27% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 11,023 | $412.0K | 0.11% | 00.0% | Unchanged |
| BBR Partners, LLC | 11,067 | $413.7K | 0.05% | −2,034−15.5% | Reduced |
| Zions Bancorporation, N.A. | 11,068 | $413.7K | 0.04% | −2,763−20.0% | Reduced |
| Trust Co of Vermont | 11,070 | $413.8K | 0.03% | −331−2.9% | Reduced |
| Alliance Wealth Advisors, LLC | 11,119 | $415.6K | 0.31% | +311+2.9% | Added |
| Oxford Financial Group Ltd | 11,155 | $417.0K | 0.05% | −599−5.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 11,160 | $417.2K | 0.03% | +1,000+9.8% | Added |
| Northwest Investment Counselors, LLC | 11,170 | $417.5K | 0.12% | −3,411−23.4% | Reduced |
| Journey Strategic Wealth LLC | 11,225 | $419.6K | 0.04% | +1,048+10.3% | Added |
| Private Portfolio Partners LLC | 11,285 | $421.8K | 0.11% | −214−1.9% | Reduced |
| Hancock Whitney Corp | 11,326 | $423.0K | 0.02% | −7,985−41.3% | Reduced |
| Cahill Financial Advisors Inc | 11,361 | $424.7K | 0.08% | +28+0.2% | Added |
| Aj Wealth Strategies, LLC | 11,372 | $425.1K | 0.02% | +29+0.3% | Added |
| Connectus Wealth, LLC | 11,365 | $425.1K | 0.01% | −57,657−83.5% | Reduced |
| Bank of Hawaii | 11,409 | $426.5K | 0.02% | +148+1.3% | Added |
| Beaton Management Co. Inc. | 11,448 | $428.0K | 0.29% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 11,467 | $428.6K | 0.32% | −72−0.6% | Reduced |
| APCM Wealth Management for Individuals | 11,508 | $430.2K | 0.07% | −10,538−47.8% | Reduced |
| Delta Financial Group, Inc. | 11,539 | $431.0K | 0.17% | +1,017+9.7% | Added |
| West Bancorporation Inc | 11,550 | $431.7K | 0.33% | −1,541−11.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,595 | $433.4K | 0.03% | +36+0.3% | Added |
| Platform Technology Partners | 11,610 | $434.0K | 0.21% | +946+8.9% | Added |
| First Nebraska Trust Co | 11,627 | $434.6K | 0.05% | −71−0.6% | Reduced |
| Spinnaker Trust | 11,638 | $435.0K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11,651 | $435.5K | 0.22% | +426+3.8% | Added |
| Icapital Wealth LLC | 11,680 | $436.6K | 0.30% | +180+1.6% | Added |
| Dumont & Blake Investment Advisors LLC | 11,721 | $438.0K | 0.15% | −88−0.7% | Reduced |
| Perennial Investment Advisors, LLC | 11,721 | $438.1K | 0.08% | −95−0.8% | Reduced |
| Leisure Capital Management | 11,738 | $438.8K | 0.25% | 00.0% | Unchanged |
| Farmers Trust Co | 11,754 | $439.4K | 0.10% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 11,760 | $439.6K | 0.13% | −13,004−52.5% | Reduced |
| Douglas Lane & Associates, LLC | 11,763 | $439.7K | 0.01% | +138+1.2% | Added |
| Johnson Investment Counsel Inc | 11,777 | $440.2K | 0.01% | −1,241−9.5% | Reduced |
| Lakeside Advisors, INC. | 11,791 | $440.8K | 0.34% | −867−6.8% | Reduced |
| G&S Capital LLC | 11,802 | $441.2K | 0.20% | −61,602−83.9% | Reduced |
| Iowa State Bank | 11,827 | $442.1K | 0.11% | +155+1.3% | Added |
| Jacobs & Co | 11,975 | $447.0K | 0.06% | +33+0.3% | Added |
| Summit X, LLC | 12,002 | $448.6K | 0.12% | +3,779+46.0% | Added |
| Canandaigua National Bank & Trust Co | 12,017 | $449.0K | 0.08% | +12,017 | New |
| Northeast Investment Management | 12,014 | $449.1K | 0.03% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 12,019 | $449.3K | 0.56% | −1,355−10.1% | Reduced |