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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 29,646 | $1.11M | 0.14% | +3,672+14.1% | Added |
| Fiduciary Group LLC | 29,635 | $1.11M | 0.14% | +298+1.0% | Added |
| Integrated Advisors Network LLC | 29,633 | $1.11M | 0.07% | +1,645+5.9% | Added |
| Peak Asset Management, LLC | 29,458 | $1.10M | 0.27% | +642+2.2% | Added |
| Valley National Advisers Inc | 26,432 | $1.10M | 0.19% | −281−1.1% | Reduced |
| Ironwood Investment Counsel, LLC | 29,229 | $1.09M | 0.26% | +2,732+10.3% | Added |
| Nicolet Bankshares Inc | 29,088 | $1.09M | 0.35% | −414−1.4% | Reduced |
| RNC Capital Management LLC | 29,048 | $1.09M | 0.06% | −1,127−3.7% | Reduced |
| Leavell Investment Management, Inc. | 28,998 | $1.08M | 0.08% | −487−1.7% | Reduced |
| Archford Capital Strategies, LLC | 29,323 | $1.08M | 0.23% | +1,605+5.8% | Added |
| Narwhal Capital Management | 28,801 | $1.08M | 0.13% | +3,548+14.0% | Added |
| Oarsman Capital, Inc. | 28,799 | $1.08M | 0.50% | +499+1.8% | Added |
| Symmetry Partners, LLC | 28,548 | $1.07M | 0.06% | −2,477−8.0% | Reduced |
| Sequoia Financial Advisors, LLC | 28,485 | $1.06M | 0.02% | −5,890−17.1% | Reduced |
| Steel Peak Wealth Management LLC | 28,411 | $1.06M | 0.07% | +6,539+29.9% | Added |
| First Citizens Bank & Trust Co | 28,351 | $1.06M | 0.02% | −1,605−5.4% | Reduced |
| Mark Asset Management LP | 28,335 | $1.06M | 0.20% | −40,408−58.8% | Reduced |
| Spire Wealth Management | 28,047 | $1.05M | 0.04% | +12,749+83.3% | Added |
| Ostrum Asset Management | 27,952 | $1.04M | 0.09% | +27,952 | New |
| Citizens National Bank Trust Department | 27,540 | $1.03M | 0.29% | −100−0.4% | Reduced |
| Schechter Investment Advisors, LLC | 27,529 | $1.03M | 0.10% | −9,286−25.2% | Reduced |
| Eos Management, L.P. | 27,500 | $1.03M | 0.54% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 27,236 | $1.02M | 0.81% | −444−1.6% | Reduced |
| Rehmann Capital Advisory Group | 27,222 | $1.02M | 0.10% | +1,311+5.1% | Added |
| Hoylecohen, LLC | 27,156 | $1.02M | 0.09% | −653−2.3% | Reduced |
| Northside Capital Management, LLC | 27,127 | $1.01M | 0.27% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 27,093 | $1.01M | 0.44% | −480−1.7% | Reduced |
| Trust Co of Toledo NA | 27,063 | $1.01M | 0.18% | +200+0.7% | Added |
| Wrapmanager Inc | 26,898 | $1.01M | 0.31% | +1,690+6.7% | Added |
| Baker Avenue Asset Management, LP | 26,891 | $1.01M | 0.05% | −3,120−10.4% | Reduced |
| Venture Visionary Partners LLC | 26,876 | $1.00M | 0.06% | −5,522−17.0% | Reduced |
| Quadrant Capital Group LLC | 26,827 | $1.00M | 0.10% | +2,462+10.1% | Added |
| Sentry Investment Management LLC | 26,809 | $1.00M | 0.41% | +5,778+27.5% | Added |
| LJI Wealth Management, LLC | 26,725 | $999.0K | 0.32% | +766+3.0% | Added |
| Belpointe Asset Management LLC | 26,605 | $994.5K | 0.05% | −12,496−32.0% | Reduced |
| First Financial Bank - Trust Division | 26,553 | $992.5K | 0.11% | −61−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,540 | $992.1K | 0.04% | −707−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 26,386 | $986.3K | 0.02% | +6,364+31.8% | Added |
| Ferguson Wellman Capital Management, Inc | 26,385 | $986.3K | 0.02% | +42+0.2% | Added |
| First City Capital Management, Inc. | 24,739 | $983.4K | 0.58% | −503−2.0% | Reduced |
| N.E.W. Advisory Services LLC | 26,249 | $981.2K | 0.14% | +754+3.0% | Added |
| Holderness Investments Co | 26,239 | $980.8K | 0.39% | +145+0.6% | Added |
| Boit C F David | 26,163 | $978.4K | 0.67% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 26,131 | $976.8K | 0.03% | +1,195+4.8% | Added |
| Aspiriant, LLC | 26,087 | $975.1K | 0.05% | −4,791−15.5% | Reduced |
| Avantax Planning Partners, Inc. | 26,077 | $974.8K | 0.04% | +675+2.7% | Added |
| Thomasville National Bank | 26,061 | $974.2K | 0.10% | −2,050−7.3% | Reduced |
| Goodwin Daniel L | 26,000 | $971.9K | 0.49% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 25,857 | $967.0K | 0.66% | +50+0.2% | Added |
| GFG Capital, LLC | 23,601 | $965.3K | 0.22% | +222+0.9% | Added |
| Courier Capital LLC | 25,785 | $963.8K | 0.11% | −795−3.0% | Reduced |
| Aigen Investment Management, LP | 25,712 | $961.1K | 0.13% | +25,712 | New |
| Vident Investment Advisory, LLC | 25,533 | $954.4K | 0.03% | +7,694+43.1% | Added |
| TRUE Private Wealth Advisors | 25,481 | $952.5K | 0.14% | −185−0.7% | Reduced |
| Martin & Co Inc | 25,451 | $951.4K | 0.24% | −601−2.3% | Reduced |
| Capital Asset Advisory Services LLC | 25,362 | $948.0K | 0.07% | +4,573+22.0% | Added |
| AMG National Trust Bank | 25,345 | $947.4K | 0.03% | −17,932−41.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 25,304 | $945.9K | 0.11% | +25,304 | New |
| J.W. Cole Advisors, Inc. | 25,076 | $937.3K | 0.07% | +2,888+13.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 25,035 | $935.8K | 0.10% | +167+0.7% | Added |
| Bartlett & Co. LLC | 25,005 | $935.0K | 0.02% | −74−0.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 25,005 | $934.7K | 0.02% | −74−0.3% | Reduced |
| NVWM, LLC | 24,903 | $930.9K | 0.31% | −226−0.9% | Reduced |
| Golden State Equity Partners | 24,804 | $927.2K | 0.50% | +24,804 | New |
| Sawyer & Company, Inc | 23,965 | $926.0K | 0.50% | −160−0.7% | Reduced |
| Daymark Wealth Partners, LLC | 24,714 | $923.8K | 0.12% | +10,970+79.8% | Added |
| Coastal Investment Advisors, Inc. | 24,573 | $918.5K | 0.22% | −2,879−10.5% | Reduced |
| Voya Financial Advisors, Inc. | 24,564 | $918.2K | 0.11% | −6,509−20.9% | Reduced |
| Cadinha & Co LLC | 24,472 | $914.8K | 0.25% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 24,390 | $912.0K | 0.46% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 22,025 | $908.7K | 0.48% | +22,025 | New |
| Atom Investors LP | 24,297 | $908.2K | 0.49% | +18,543+322.3% | Added |
| Buffington Mohr McNeal | 24,283 | $907.7K | 0.21% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 24,243 | $906.0K | 0.02% | +2,369+10.8% | Added |
| Independent Financial Group, LLC | 24,208 | $904.9K | 0.07% | +1,021+4.4% | Added |
| Insight Advisors, LLC | 24,092 | $900.6K | 0.21% | −474−1.9% | Reduced |
| Argent Advisors, Inc. | 24,087 | $900.4K | 0.43% | +2,157+9.8% | Added |
| Rothschild Investment Corp | 24,086 | $900.0K | 0.08% | +242+1.0% | Added |
| Quarry LP | 23,830 | $890.8K | 0.49% | +15,855+198.8% | Added |
| Traverso Chambers Private Wealth Management, LLC | 23,775 | $888.7K | 0.24% | +312+1.3% | Added |
| Washington Trust Co | 23,746 | $887.6K | 0.04% | −2,331−8.9% | Reduced |
| First Bank & Trust | 23,667 | $884.7K | 0.23% | −27−0.1% | Reduced |
| Congress Wealth Management LLC | 23,548 | $880.2K | 0.02% | +5,608+31.3% | Added |
| Telos Capital Management, Inc. | 23,391 | $874.4K | 0.12% | 00.0% | Unchanged |
| Davidson Trust Co | 23,379 | $873.9K | 0.67% | +5,689+32.2% | Added |
| Pacific Center for Financial Services | 23,360 | $873.2K | 0.30% | +23,360 | New |
| Fulton Bank, N.A. | 23,282 | $870.3K | 0.05% | +239+1.0% | Added |
| Murphy Pohlad Asset Management LLC | 23,215 | $867.8K | 0.36% | +7,900+51.6% | Added |
| Hamilton Capital Partners Inc. | 23,200 | $867.2K | 0.31% | −1,300−5.3% | Reduced |
| Vise Technologies, Inc. | 23,152 | $865.4K | 0.23% | +3,704+19.0% | Added |
| Desjardins Global Asset Management Inc. | 23,149 | $865.0K | 0.11% | −5,265−18.5% | Reduced |
| Evergreen Capital Management LLC | 23,102 | $863.6K | 0.04% | +456+2.0% | Added |
| Chiron Capital Management, LLC | 23,091 | $863.1K | 0.60% | +7,413+47.3% | Added |
| Salem Investment Counselors Inc | 23,088 | $863.0K | 0.03% | +449+2.0% | Added |
| Pflug Koory, LLC | 22,979 | $859.0K | 0.47% | −250−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 22,941 | $857.5K | 0.03% | +2,477+12.1% | Added |
| Source Financial Advisors LLC | 22,857 | $854.4K | 0.29% | +920+4.2% | Added |
| Sunbelt Securities, Inc. | 22,714 | $849.1K | 0.14% | −850−3.6% | Reduced |
| WealthPLAN Partners, LLC | 22,685 | $848.0K | 0.10% | −13,082−36.6% | Reduced |
| Westmount Partners, LLC | 22,638 | $846.2K | 0.39% | −2,064−8.4% | Reduced |