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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 17,934 | $670.4K | 0.04% | −5,763−24.3% | Reduced |
| Capital International Inc | 17,928 | $670.1K | 0.01% | −1,625−8.3% | Reduced |
| Gilbert & Cook, Inc. | 17,923 | $670.0K | 0.12% | −106−0.6% | Reduced |
| Summit Financial Group Inc | 17,885 | $668.5K | 0.26% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 17,877 | $668.3K | 0.00% | −4,072−18.6% | Reduced |
| North Star Investment Management Corp. | 17,859 | $667.6K | 0.06% | +404+2.3% | Added |
| Vetamer Capital Management, L.P. | 17,839 | $666.8K | 0.92% | −63,896−78.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 17,830 | $666.5K | 0.18% | −1,055−5.6% | Reduced |
| Wharton Business Group, LLC | 17,800 | $665.0K | 0.04% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 17,772 | $664.3K | 0.15% | +402+2.3% | Added |
| Essex Financial Services, Inc. | 17,628 | $658.9K | 0.07% | −39−0.2% | Reduced |
| Lipe & Dalton | 17,600 | $658.0K | 0.38% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 17,569 | $657.0K | 0.05% | −1,708−8.9% | Reduced |
| Koshinski Asset Management, Inc. | 17,558 | $656.3K | 0.06% | +828+4.9% | Added |
| Providence Wealth Advisors, LLC | 15,639 | $655.4K | 0.48% | +1,140+7.9% | Added |
| Baldwin Brothers Inc | 17,525 | $655.1K | 0.06% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 17,505 | $654.3K | 0.88% | −495−2.8% | Reduced |
| Change Path, LLC | 17,468 | $653.0K | 0.03% | +118+0.7% | Added |
| XML Financial, LLC | 17,647 | $652.2K | 0.08% | −1,442−7.6% | Reduced |
| Chicago Trust Co NA | 17,432 | $651.6K | 0.16% | +2,141+14.0% | 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 |
| AdvisorNet Financial, Inc | 17,288 | $646.2K | 0.06% | +750+4.5% | Added |
| HBK Sorce Advisory LLC | 17,179 | $642.2K | 0.03% | −13,533−44.1% | Reduced |
| Legacy Financial Group LLC | 17,175 | $642.0K | 0.18% | +10.0% | Added |
| Chicago Capital, LLC | 17,169 | $641.8K | 0.03% | 00.0% | Unchanged |
| CSS LLC | 17,066 | $637.9K | 0.05% | −5,664−24.9% | Reduced |
| CIC Wealth, LLC | 17,043 | $637.1K | 0.24% | −637−3.6% | Reduced |
| Stock Yards Bank & Trust Co | 17,054 | $637.0K | 0.02% | +1,259+8.0% | Added |
| Arkadios Wealth Advisors | 17,003 | $635.6K | 0.08% | +460+2.8% | Added |
| Essex Savings Bank | 16,980 | $634.7K | 0.22% | +2,959+21.1% | Added |
| Dakota Wealth Management | 16,958 | $633.9K | 0.04% | +1,735+11.4% | Added |
| Meridian Wealth Management, LLC | 16,944 | $633.4K | 0.06% | +1,028+6.5% | Added |
| GM Advisory Group, Inc. | 16,924 | $632.6K | 0.06% | +76+0.5% | Added |
| Strategic Investment Advisors | 16,912 | $632.2K | 0.11% | −215−1.3% | Reduced |
| Pure Financial Advisors, Inc. | 16,881 | $631.0K | 0.03% | +2,111+14.3% | Added |
| Sound View Wealth Advisors Group, LLC | 16,864 | $630.4K | 0.09% | +8,818+109.6% | Added |
| Great Valley Advisor Group, Inc. | 16,813 | $628.1K | 0.03% | +236+1.4% | Added |
| Keudell/Morrison Wealth Management | 16,791 | $627.6K | 0.18% | +568+3.5% | Added |
| Proficio Capital Partners LLC | 16,723 | $625.1K | 0.10% | −598−3.5% | Reduced |
| Prudent Man Advisors, LLC | 16,733 | $625.0K | 0.24% | −322−1.9% | Reduced |
| Twin Focus Capital Partners, LLC | 16,704 | $624.4K | 0.12% | +9,048+118.2% | Added |
| Industrial Alliance Investment Management Inc. | 16,638 | $622.0K | 0.02% | +15,321+1,163.3% | Added |
| Cascade Investment Advisors, Inc. | 16,600 | $620.5K | 0.49% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 16,526 | $617.7K | 0.14% | +2,153+15.0% | Added |
| Cito Capital Group, LLC | 16,503 | $617.0K | 0.31% | +503+3.1% | Added |
| JFS Wealth Advisors, LLC | 16,435 | $614.4K | 0.06% | −53−0.3% | Reduced |
| Mainstay Capital Management LLC | 16,427 | $614.0K | 0.12% | −700−4.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,400 | $613.0K | 0.02% | −500−3.0% | Reduced |
| Garrison Point Advisors, LLC | 16,390 | $612.7K | 0.46% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 16,385 | $612.5K | 0.37% | −50−0.3% | Reduced |
| Insigneo Advisory Services, LLC | 16,351 | $611.2K | 0.19% | +4,104+33.5% | Added |
| Stonnington Group, LLC | 15,315 | $607.4K | 0.16% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 16,246 | $607.3K | 0.04% | −952−5.5% | Reduced |
| M Holdings Securities, Inc. | 16,172 | $604.0K | 0.06% | +3,401+26.6% | Added |
| North Star Asset Management Inc | 16,143 | $603.4K | 0.04% | −2,055−11.3% | Reduced |
| Wimmer Associates 1, LLC | 15,481 | $600.2K | 0.38% | −325−2.1% | Reduced |
| Element Wealth, LLC | 16,038 | $599.5K | 0.45% | +92+0.6% | Added |
| Neumann Capital Management, LLC | 16,022 | $598.9K | 0.26% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 16,020 | $598.8K | 0.02% | −13,670−46.0% | Reduced |
| Keystone Financial Services | 15,983 | $597.4K | 0.32% | +232+1.5% | Added |
| Prio Wealth Limited Partnership | 15,935 | $595.7K | 0.02% | −2,718−14.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 15,852 | $592.5K | 0.02% | −1,149−6.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 15,848 | $592.4K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15,826 | $591.6K | 0.08% | +1,408+9.8% | Added |
| Hodges Capital Management Inc. | 16,336 | $589.0K | 0.05% | −78,760−82.8% | Reduced |
| DRW Securities, LLC | 15,674 | $586.0K | 0.09% | +15,674 | New |
| Cambridge Trust Co | 15,667 | $585.6K | 0.03% | −2,423−13.4% | Reduced |
| Vertex Planning Partners, LLC | 15,629 | $584.2K | 0.22% | −2,534−14.0% | Reduced |
| Alethea Capital Management, LLC | 15,620 | $583.9K | 0.62% | +15,620 | New |
| Waldron Private Wealth LLC | 15,614 | $583.7K | 0.03% | −40−0.3% | Reduced |
| Rockland Trust Co | 15,604 | $583.3K | 0.04% | −500−3.1% | Reduced |
| Lantz Financial LLC | 15,575 | $582.2K | 0.24% | −594−3.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 15,500 | $579.4K | 0.09% | −10,500−40.4% | Reduced |
| Ethic Inc. | 15,469 | $578.2K | 0.02% | −33−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 15,459 | $577.9K | 0.06% | +15,459 | New |
| Atlantic Union Bankshares Corp | 15,405 | $575.8K | 0.06% | +15,405 | New |
| Axxcess Wealth Management, LLC | 15,357 | $574.0K | 0.05% | +728+5.0% | Added |
| Diligent Investors, LLC | 15,338 | $573.3K | 0.18% | +110+0.7% | Added |
| Tocqueville Asset Management L.P. | 15,257 | $570.3K | 0.01% | +321+2.1% | Added |
| MUFG Securities EMEA plc | 15,159 | $567.0K | 0.01% | +4,520+42.5% | Added |
| FinTrust Capital Advisors, LLC | 13,680 | $564.8K | 0.14% | 00.0% | Unchanged |
| Mather Group, LLC. | 15,053 | $562.7K | 0.01% | −19,862−56.9% | Reduced |
| Claro Advisors LLC | 15,023 | $561.6K | 0.16% | −30.0% | Reduced |
| Valmark Advisers, Inc. | 15,014 | $561.2K | 0.01% | −2,043−12.0% | Reduced |
| Warren Averett Asset Management, LLC | 15,013 | $561.2K | 0.03% | +4,945+49.1% | Added |
| Marcum Wealth, LLC | 15,003 | $560.8K | 0.07% | +2,065+16.0% | Added |
| Jupiter Wealth Management LLC | 15,000 | $560.7K | 0.52% | −27,487−64.7% | Reduced |
| Richwood Investment Advisors, LLC | 14,981 | $560.0K | 0.56% | −300−2.0% | Reduced |
| Simmons Bank | 14,940 | $558.5K | 0.05% | −1,534−9.3% | Reduced |
| Abbrea Capital, LLC | 14,924 | $558.0K | 0.09% | −480−3.1% | Reduced |
| Equitable Trust Co | 14,904 | $557.1K | 0.04% | −115−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,913 | $557.0K | 0.03% | −360−2.4% | Reduced |
| Fayez Sarofim & Co | 14,855 | $555.3K | 0.00% | −1,280−7.9% | Reduced |
| McDaniel Terry & Co | 14,808 | $554.0K | 0.06% | +14,808 | New |
| IPG Investment Advisors LLC | 14,789 | $552.8K | 0.13% | +2,000+15.6% | Added |
| Fort Sheridan Advisors LLC | 14,785 | $552.7K | 0.14% | +3,100+26.5% | Added |
| Liberty Wealth Management LLC | 14,773 | $552.2K | 0.11% | +14,773 | New |
| Parsec Financial Management, Inc. | 14,761 | $551.8K | 0.02% | −741−4.8% | Reduced |
| First American Trust, FSB | 14,677 | $548.0K | 0.08% | −220,645−93.8% | Reduced |