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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 14,904 | $557.1K | 0.04% | −115−0.8% | Reduced |
| Abbrea Capital, LLC | 14,924 | $558.0K | 0.09% | −480−3.1% | Reduced |
| Simmons Bank | 14,940 | $558.5K | 0.05% | −1,534−9.3% | Reduced |
| Richwood Investment Advisors, LLC | 14,981 | $560.0K | 0.56% | −300−2.0% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $560.7K | 0.52% | −27,487−64.7% | Reduced |
| Marcum Wealth, LLC | 15,003 | $560.8K | 0.07% | +2,065+16.0% | Added |
| Warren Averett Asset Management, LLC | 15,013 | $561.2K | 0.03% | +4,945+49.1% | Added |
| Valmark Advisers, Inc. | 15,014 | $561.2K | 0.01% | −2,043−12.0% | Reduced |
| Claro Advisors LLC | 15,023 | $561.6K | 0.16% | −30.0% | Reduced |
| Mather Group, LLC. | 15,053 | $562.7K | 0.01% | −19,862−56.9% | Reduced |
| FinTrust Capital Advisors, LLC | 13,680 | $564.8K | 0.14% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 15,159 | $567.0K | 0.01% | +4,520+42.5% | Added |
| Tocqueville Asset Management L.P. | 15,257 | $570.3K | 0.01% | +321+2.1% | Added |
| Diligent Investors, LLC | 15,338 | $573.3K | 0.18% | +110+0.7% | Added |
| Axxcess Wealth Management, LLC | 15,357 | $574.0K | 0.05% | +728+5.0% | Added |
| Atlantic Union Bankshares Corp | 15,405 | $575.8K | 0.06% | +15,405 | New |
| Cornerstone Wealth Management, LLC | 15,459 | $577.9K | 0.06% | +15,459 | New |
| Ethic Inc. | 15,469 | $578.2K | 0.02% | −33−0.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 15,500 | $579.4K | 0.09% | −10,500−40.4% | Reduced |
| Lantz Financial LLC | 15,575 | $582.2K | 0.24% | −594−3.7% | Reduced |
| Rockland Trust Co | 15,604 | $583.3K | 0.04% | −500−3.1% | Reduced |
| Waldron Private Wealth LLC | 15,614 | $583.7K | 0.03% | −40−0.3% | Reduced |
| Alethea Capital Management, LLC | 15,620 | $583.9K | 0.62% | +15,620 | New |
| Vertex Planning Partners, LLC | 15,629 | $584.2K | 0.22% | −2,534−14.0% | Reduced |
| Cambridge Trust Co | 15,667 | $585.6K | 0.03% | −2,423−13.4% | Reduced |
| DRW Securities, LLC | 15,674 | $586.0K | 0.09% | +15,674 | New |
| Hodges Capital Management Inc. | 16,336 | $589.0K | 0.05% | −78,760−82.8% | Reduced |
| MV Capital Management, Inc. | 15,826 | $591.6K | 0.08% | +1,408+9.8% | Added |
| Fukoku Mutual Life Insurance Co | 15,848 | $592.4K | 0.05% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 15,852 | $592.5K | 0.02% | −1,149−6.8% | Reduced |
| Prio Wealth Limited Partnership | 15,935 | $595.7K | 0.02% | −2,718−14.6% | Reduced |
| Keystone Financial Services | 15,983 | $597.4K | 0.32% | +232+1.5% | Added |
| Ballentine Partners, LLC | 16,020 | $598.8K | 0.02% | −13,670−46.0% | Reduced |
| Neumann Capital Management, LLC | 16,022 | $598.9K | 0.26% | 00.0% | Unchanged |
| Element Wealth, LLC | 16,038 | $599.5K | 0.45% | +92+0.6% | Added |
| Wimmer Associates 1, LLC | 15,481 | $600.2K | 0.38% | −325−2.1% | Reduced |
| North Star Asset Management Inc | 16,143 | $603.4K | 0.04% | −2,055−11.3% | Reduced |
| M Holdings Securities, Inc. | 16,172 | $604.0K | 0.06% | +3,401+26.6% | Added |
| Edge Capital Group, LLC | 16,246 | $607.3K | 0.04% | −952−5.5% | Reduced |
| Stonnington Group, LLC | 15,315 | $607.4K | 0.16% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 16,351 | $611.2K | 0.19% | +4,104+33.5% | Added |
| Hutner Capital Management Inc | 16,385 | $612.5K | 0.37% | −50−0.3% | Reduced |
| Garrison Point Advisors, LLC | 16,390 | $612.7K | 0.46% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 16,400 | $613.0K | 0.02% | −500−3.0% | Reduced |
| Mainstay Capital Management LLC | 16,427 | $614.0K | 0.12% | −700−4.1% | Reduced |
| JFS Wealth Advisors, LLC | 16,435 | $614.4K | 0.06% | −53−0.3% | Reduced |
| Cito Capital Group, LLC | 16,503 | $617.0K | 0.31% | +503+3.1% | Added |
| One Wealth Advisors, LLC | 16,526 | $617.7K | 0.14% | +2,153+15.0% | Added |
| Cascade Investment Advisors, Inc. | 16,600 | $620.5K | 0.49% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 16,638 | $622.0K | 0.02% | +15,321+1,163.3% | Added |
| Twin Focus Capital Partners, LLC | 16,704 | $624.4K | 0.12% | +9,048+118.2% | Added |
| Prudent Man Advisors, LLC | 16,733 | $625.0K | 0.24% | −322−1.9% | Reduced |
| Proficio Capital Partners LLC | 16,723 | $625.1K | 0.10% | −598−3.5% | Reduced |
| Keudell/Morrison Wealth Management | 16,791 | $627.6K | 0.18% | +568+3.5% | Added |
| Great Valley Advisor Group, Inc. | 16,813 | $628.1K | 0.03% | +236+1.4% | Added |
| Sound View Wealth Advisors Group, LLC | 16,864 | $630.4K | 0.09% | +8,818+109.6% | Added |
| Pure Financial Advisors, Inc. | 16,881 | $631.0K | 0.03% | +2,111+14.3% | Added |
| Strategic Investment Advisors | 16,912 | $632.2K | 0.11% | −215−1.3% | Reduced |
| GM Advisory Group, Inc. | 16,924 | $632.6K | 0.06% | +76+0.5% | Added |
| Meridian Wealth Management, LLC | 16,944 | $633.4K | 0.06% | +1,028+6.5% | Added |
| Dakota Wealth Management | 16,958 | $633.9K | 0.04% | +1,735+11.4% | Added |
| Essex Savings Bank | 16,980 | $634.7K | 0.22% | +2,959+21.1% | Added |
| Arkadios Wealth Advisors | 17,003 | $635.6K | 0.08% | +460+2.8% | Added |
| Stock Yards Bank & Trust Co | 17,054 | $637.0K | 0.02% | +1,259+8.0% | Added |
| CIC Wealth, LLC | 17,043 | $637.1K | 0.24% | −637−3.6% | Reduced |
| CSS LLC | 17,066 | $637.9K | 0.05% | −5,664−24.9% | Reduced |
| Chicago Capital, LLC | 17,169 | $641.8K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 17,175 | $642.0K | 0.18% | +10.0% | Added |
| HBK Sorce Advisory LLC | 17,179 | $642.2K | 0.03% | −13,533−44.1% | Reduced |
| AdvisorNet Financial, Inc | 17,288 | $646.2K | 0.06% | +750+4.5% | Added |
| Cumberland Advisors Inc | 17,300 | $646.7K | 0.27% | −500−2.8% | Reduced |
| Algert Global LLC | 17,300 | $646.7K | 0.03% | +17,300 | New |
| Chicago Trust Co NA | 17,432 | $651.6K | 0.16% | +2,141+14.0% | Added |
| XML Financial, LLC | 17,647 | $652.2K | 0.08% | −1,442−7.6% | Reduced |
| Change Path, LLC | 17,468 | $653.0K | 0.03% | +118+0.7% | Added |
| Intrinsic Value Partners, LLC | 17,505 | $654.3K | 0.88% | −495−2.8% | Reduced |
| Baldwin Brothers Inc | 17,525 | $655.1K | 0.06% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 15,639 | $655.4K | 0.48% | +1,140+7.9% | Added |
| Koshinski Asset Management, Inc. | 17,558 | $656.3K | 0.06% | +828+4.9% | Added |
| Analyst IMS Investment Management Services Ltd. | 17,569 | $657.0K | 0.05% | −1,708−8.9% | Reduced |
| Lipe & Dalton | 17,600 | $658.0K | 0.38% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 17,628 | $658.9K | 0.07% | −39−0.2% | Reduced |
| Gryphon Financial Partners LLC | 17,772 | $664.3K | 0.15% | +402+2.3% | Added |
| Wharton Business Group, LLC | 17,800 | $665.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 17,830 | $666.5K | 0.18% | −1,055−5.6% | Reduced |
| Vetamer Capital Management, L.P. | 17,839 | $666.8K | 0.92% | −63,896−78.2% | Reduced |
| North Star Investment Management Corp. | 17,859 | $667.6K | 0.06% | +404+2.3% | Added |
| Fisher Asset Management, LLC | 17,877 | $668.3K | 0.00% | −4,072−18.6% | Reduced |
| Summit Financial Group Inc | 17,885 | $668.5K | 0.26% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 17,923 | $670.0K | 0.12% | −106−0.6% | Reduced |
| Capital International Inc | 17,928 | $670.1K | 0.01% | −1,625−8.3% | Reduced |
| ZWJ Investment Counsel Inc | 17,934 | $670.4K | 0.04% | −5,763−24.3% | Reduced |
| TCTC Holdings, LLC | 17,963 | $671.5K | 0.03% | +5,663+46.0% | Added |
| Barbara Oil Co. | 18,000 | $672.8K | 0.32% | 00.0% | Unchanged |
| Arden Trust Co | 18,007 | $673.0K | 0.12% | −5,956−24.9% | Reduced |
| Eisler Capital (US) LLC | 18,080 | $675.8K | 0.34% | +18,080 | New |
| Regents of the University of California | 18,106 | $676.8K | 0.13% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 18,145 | $678.3K | 0.08% | −1,050−5.5% | Reduced |
| Sittner & Nelson, LLC | 18,170 | $679.2K | 0.39% | −393−2.1% | Reduced |
| Deseret Mutual Benefit Administrators | 18,259 | $682.5K | 0.27% | +346+1.9% | Added |