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 |
|---|---|---|---|---|---|
| David Loasby | 11,859 | $449.5K | 0.05% | +262+2.3% | Added |
| Breakwater Capital Group | 12,033 | $449.8K | 0.19% | +1,026+9.3% | Added |
| Citizens Financial Group Inc | 12,053 | $450.5K | 0.02% | −3,613−23.1% | Reduced |
| South State Corp. | 12,054 | $450.6K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 12,177 | $455.2K | 0.06% | +227+1.9% | Added |
| MQS Management LLC | 12,184 | $455.4K | 0.29% | −3,790−23.7% | Reduced |
| Resources Management Corp | 5,213 | $456.0K | 0.09% | −28,982−84.8% | Reduced |
| C2C Wealth Management, LLC | 11,672 | $457.5K | 0.07% | −259−2.2% | Reduced |
| 9258 Wealth Management, LLC | 12,261 | $458.3K | 0.09% | +81+0.7% | Added |
| Sebold Capital Management, Inc. | 12,273 | $458.7K | 0.36% | +10.0% | Added |
| Pacific Global Investment Management CO | 12,280 | $459.0K | 0.10% | +2,348+23.6% | Added |
| Mraz, Amerine & Associates, Inc. | 12,309 | $460.1K | 0.11% | −235−1.9% | Reduced |
| Stelac Advisory Services LLC | 12,383 | $462.9K | 0.20% | 00.0% | Unchanged |
| Smith, Moore & Co. | 12,479 | $466.5K | 0.06% | +3,461+38.4% | Added |
| CoreFirst Bank & Trust | 12,499 | $467.2K | 0.34% | −1,350−9.7% | Reduced |
| Andra AP-fonden | 12,500 | $467.3K | 0.01% | +12,500 | New |
| Pettyjohn, Wood & White, Inc | 12,531 | $468.4K | 0.11% | −349−2.7% | Reduced |
| River Wealth Advisors LLC | 12,552 | $469.2K | 0.09% | +3,695+41.7% | Added |
| Wintrust Investments LLC | 12,576 | $470.0K | 0.06% | +12,576 | New |
| Highlander Capital Management, LLC | 12,637 | $472.0K | 0.23% | −200−1.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,673 | $473.7K | 0.06% | +3,671+40.8% | Added |
| Front Street Capital Management, Inc. | 12,683 | $474.0K | 0.10% | −475−3.6% | Reduced |
| Stokes Family Office, LLC | 12,747 | $476.5K | 0.06% | −1,166−8.4% | Reduced |
| Proequities, Inc. | 12,748 | $476.5K | 0.04% | +373+3.0% | Added |
| Woodmont Investment Counsel LLC | 12,764 | $477.1K | 0.05% | −100−0.8% | Reduced |
| Financial Advisory Corp | 12,776 | $478.0K | 0.23% | −746−5.5% | Reduced |
| Family Legacy, Inc. | 12,800 | $478.5K | 0.20% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 12,833 | $479.7K | 0.06% | −105−0.8% | Reduced |
| WealthPlan Investment Management, LLC | 12,846 | $480.2K | 0.08% | −22,921−64.1% | Reduced |
| Sheets Smith Wealth Management | 12,891 | $481.9K | 0.07% | +30.0% | Added |
| HAP Trading, LLC | 12,935 | $484.0K | 0.12% | +12,935 | New |
| FineMark National Bank & Trust | 12,949 | $484.0K | 0.02% | −24−0.2% | Reduced |
| Chilton Capital Management LLC | 12,994 | $485.7K | 0.03% | −325−2.4% | Reduced |
| Welch Group, LLC | 13,030 | $487.1K | 0.03% | +32+0.2% | Added |
| Gagnon Securities LLC | 13,056 | $488.0K | 0.10% | −3,602−21.6% | Reduced |
| BKD Wealth Advisors, LLC | 13,085 | $489.1K | 0.02% | −204−1.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,147 | $491.4K | 0.01% | −9,419−41.7% | Reduced |
| Carson Advisory Inc. | 13,154 | $491.7K | 0.44% | −1,692−11.4% | Reduced |
| Weatherly Asset Management L. P. | 13,172 | $492.4K | 0.06% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 13,182 | $492.7K | 0.39% | +84+0.6% | Added |
| Osborne Partners Capital Management, LLC | 13,195 | $493.2K | 0.04% | +546+4.3% | Added |
| Cannell Peter B & Co Inc | 13,230 | $494.5K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 13,232 | $494.6K | 0.05% | +1,784+15.6% | Added |
| Good Life Advisors, LLC | 13,238 | $494.9K | 0.06% | +259+2.0% | Added |
| Wealth Alliance | 13,294 | $496.9K | 0.08% | +678+5.4% | Added |
| Highline Wealth Partners LLC | 13,295 | $497.0K | 0.34% | +2,001+17.7% | Added |
| Knuff & Co LLC | 13,304 | $497.3K | 0.20% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13,323 | $498.0K | 0.03% | +362+2.8% | Added |
| AIMZ Investment Advisors, LLC | 13,419 | $501.6K | 0.22% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 13,432 | $502.1K | 0.07% | +17+0.1% | Added |
| First Foundation Advisors | 13,449 | $502.7K | 0.02% | −5,226−28.0% | Reduced |
| Personal Cfo Solutions, LLC | 13,462 | $503.2K | 0.10% | +2,380+21.5% | Added |
| Montecito Bank & Trust | 13,463 | $503.2K | 0.12% | +1,500+12.5% | Added |
| Convergence Investment Partners, LLC | 13,472 | $504.0K | 0.30% | −54−0.4% | Reduced |
| Ascent Group, LLC | 13,563 | $507.0K | 0.05% | −984−6.8% | Reduced |
| Maven Securities LTD | 13,571 | $507.3K | 0.08% | +13,571 | New |
| Madison Wealth Management | 13,641 | $509.9K | 0.11% | +1,095+8.7% | Added |
| Parallax Volatility Advisers, L.P. | 13,644 | $510.0K | 0.02% | −451,195−97.1% | Reduced |
| StoneX Group Inc. | 13,657 | $510.5K | 0.06% | +8,199+150.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 13,664 | $510.8K | 0.27% | +13,664 | New |
| Allstate Corp | 13,721 | $512.9K | 0.04% | −128,125−90.3% | Reduced |
| JT Stratford LLC | 13,732 | $513.3K | 0.15% | −1,302−8.7% | Reduced |
| Wealthcare Advisory Partners LLC | 13,797 | $515.7K | 0.02% | +145+1.1% | Added |
| Hexagon Capital Partners LLC | 13,832 | $517.0K | 0.14% | −799−5.5% | Reduced |
| Boothbay Fund Management, LLC | 13,889 | $519.2K | 0.01% | +6,124+78.9% | Added |
| Osterweis Capital Management Inc | 13,896 | $519.4K | 0.04% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 13,909 | $519.9K | 0.18% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,909 | $519.9K | 0.14% | +3,082+28.5% | Added |
| Wilson & Boucher Capital Management, LLC | 13,945 | $521.2K | 0.50% | +70+0.5% | Added |
| Anchor Investment Management, LLC | 13,983 | $522.7K | 0.07% | +1,934+16.1% | Added |
| PCJ Investment Counsel Ltd. | 14,000 | $523.3K | 0.21% | −66,000−82.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,003 | $523.4K | 0.16% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 14,047 | $525.1K | 0.44% | +2,706+23.9% | Added |
| Cladis Investment Advisory, LLC | 14,120 | $527.8K | 0.47% | −2,670−15.9% | Reduced |
| Cypress Wealth Services, LLC | 14,143 | $528.7K | 0.15% | +786+5.9% | Added |
| Brooks, Moore & Associates, Inc. | 14,208 | $531.0K | 0.38% | −125−0.9% | Reduced |
| Boston Trust Walden Corp | 14,218 | $531.5K | 0.00% | +4,507+46.4% | Added |
| Coastline Trust Co | 14,226 | $531.8K | 0.08% | −430−2.9% | Reduced |
| First National Advisers, LLC | 14,244 | $532.0K | 0.60% | +521+3.8% | Added |
| Becker Capital Management Inc | 14,283 | $533.9K | 0.02% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 14,306 | $535.0K | 0.07% | +100+0.7% | Added |
| LifeSteps Financial, Inc. | 14,335 | $535.8K | 0.57% | −130−0.9% | Reduced |
| Eclectic Associates Inc | 14,380 | $537.5K | 0.28% | +777+5.7% | Added |
| LexAurum Advisors, LLC | 14,408 | $538.6K | 0.18% | +11+0.1% | Added |
| Blueprint Investment Partners LLC | 14,415 | $538.8K | 0.12% | +205+1.4% | Added |
| Gradient Investments LLC | 14,458 | $540.4K | 0.01% | −8−0.1% | Reduced |
| IVC Wealth Advisors LLC | 14,461 | $540.5K | 0.38% | −9,506−39.7% | Reduced |
| Wakefield Asset Management LLLP | 14,559 | $544.2K | 0.23% | +14,559 | New |
| Machina Capital S.A.S. | 14,591 | $545.4K | 0.48% | −1,208−7.6% | Reduced |
| Bragg Financial Advisors, Inc | 14,643 | $547.4K | 0.03% | +50+0.3% | Added |
| Northwest Wealth Management, LLC | 14,648 | $547.5K | 0.21% | −829−5.4% | Reduced |
| JNBA Financial Advisors | 14,656 | $547.8K | 0.07% | −404−2.7% | Reduced |
| First American Trust, FSB | 14,677 | $548.0K | 0.08% | −220,645−93.8% | Reduced |
| Parsec Financial Management, Inc. | 14,761 | $551.8K | 0.02% | −741−4.8% | Reduced |
| Liberty Wealth Management LLC | 14,773 | $552.2K | 0.11% | +14,773 | New |
| Fort Sheridan Advisors LLC | 14,785 | $552.7K | 0.14% | +3,100+26.5% | Added |
| IPG Investment Advisors LLC | 14,789 | $552.8K | 0.13% | +2,000+15.6% | Added |
| McDaniel Terry & Co | 14,808 | $554.0K | 0.06% | +14,808 | New |
| Fayez Sarofim & Co | 14,855 | $555.3K | 0.00% | −1,280−7.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,913 | $557.0K | 0.03% | −360−2.4% | Reduced |