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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 14,656 | $547.8K | 0.07% | −404−2.7% | Reduced |
| Northwest Wealth Management, LLC | 14,648 | $547.5K | 0.21% | −829−5.4% | Reduced |
| Bragg Financial Advisors, Inc | 14,643 | $547.4K | 0.03% | +50+0.3% | Added |
| Machina Capital S.A.S. | 14,591 | $545.4K | 0.48% | −1,208−7.6% | Reduced |
| Wakefield Asset Management LLLP | 14,559 | $544.2K | 0.23% | +14,559 | New |
| IVC Wealth Advisors LLC | 14,461 | $540.5K | 0.38% | −9,506−39.7% | Reduced |
| Gradient Investments LLC | 14,458 | $540.4K | 0.01% | −8−0.1% | Reduced |
| Blueprint Investment Partners LLC | 14,415 | $538.8K | 0.12% | +205+1.4% | Added |
| LexAurum Advisors, LLC | 14,408 | $538.6K | 0.18% | +11+0.1% | Added |
| Eclectic Associates Inc | 14,380 | $537.5K | 0.28% | +777+5.7% | Added |
| LifeSteps Financial, Inc. | 14,335 | $535.8K | 0.57% | −130−0.9% | Reduced |
| Koss-Olinger Consulting, LLC | 14,306 | $535.0K | 0.07% | +100+0.7% | Added |
| Becker Capital Management Inc | 14,283 | $533.9K | 0.02% | 00.0% | Unchanged |
| First National Advisers, LLC | 14,244 | $532.0K | 0.60% | +521+3.8% | Added |
| Coastline Trust Co | 14,226 | $531.8K | 0.08% | −430−2.9% | Reduced |
| Boston Trust Walden Corp | 14,218 | $531.5K | 0.00% | +4,507+46.4% | Added |
| Brooks, Moore & Associates, Inc. | 14,208 | $531.0K | 0.38% | −125−0.9% | Reduced |
| Cypress Wealth Services, LLC | 14,143 | $528.7K | 0.15% | +786+5.9% | Added |
| Cladis Investment Advisory, LLC | 14,120 | $527.8K | 0.47% | −2,670−15.9% | Reduced |
| Basepoint Wealth LLC | 14,047 | $525.1K | 0.44% | +2,706+23.9% | Added |
| Quadrant Private Wealth Management, LLC | 14,003 | $523.4K | 0.16% | 00.0% | Unchanged |
| PCJ Investment Counsel Ltd. | 14,000 | $523.3K | 0.21% | −66,000−82.5% | Reduced |
| Anchor Investment Management, LLC | 13,983 | $522.7K | 0.07% | +1,934+16.1% | Added |
| Wilson & Boucher Capital Management, LLC | 13,945 | $521.2K | 0.50% | +70+0.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,909 | $519.9K | 0.14% | +3,082+28.5% | Added |
| Shakespeare Wealth Management, Inc. | 13,909 | $519.9K | 0.18% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 13,896 | $519.4K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 13,889 | $519.2K | 0.01% | +6,124+78.9% | Added |
| Hexagon Capital Partners LLC | 13,832 | $517.0K | 0.14% | −799−5.5% | Reduced |
| Wealthcare Advisory Partners LLC | 13,797 | $515.7K | 0.02% | +145+1.1% | Added |
| JT Stratford LLC | 13,732 | $513.3K | 0.15% | −1,302−8.7% | Reduced |
| Allstate Corp | 13,721 | $512.9K | 0.04% | −128,125−90.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 13,664 | $510.8K | 0.27% | +13,664 | New |
| StoneX Group Inc. | 13,657 | $510.5K | 0.06% | +8,199+150.2% | Added |
| Parallax Volatility Advisers, L.P. | 13,644 | $510.0K | 0.02% | −451,195−97.1% | Reduced |
| Madison Wealth Management | 13,641 | $509.9K | 0.11% | +1,095+8.7% | Added |
| Maven Securities LTD | 13,571 | $507.3K | 0.08% | +13,571 | New |
| Ascent Group, LLC | 13,563 | $507.0K | 0.05% | −984−6.8% | Reduced |
| Convergence Investment Partners, LLC | 13,472 | $504.0K | 0.30% | −54−0.4% | Reduced |
| Montecito Bank & Trust | 13,463 | $503.2K | 0.12% | +1,500+12.5% | Added |
| Personal Cfo Solutions, LLC | 13,462 | $503.2K | 0.10% | +2,380+21.5% | Added |
| First Foundation Advisors | 13,449 | $502.7K | 0.02% | −5,226−28.0% | Reduced |
| Cardiff Park Advisors, LLC | 13,432 | $502.1K | 0.07% | +17+0.1% | Added |
| AIMZ Investment Advisors, LLC | 13,419 | $501.6K | 0.22% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13,323 | $498.0K | 0.03% | +362+2.8% | Added |
| Knuff & Co LLC | 13,304 | $497.3K | 0.20% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13,295 | $497.0K | 0.34% | +2,001+17.7% | Added |
| Wealth Alliance | 13,294 | $496.9K | 0.08% | +678+5.4% | Added |
| Good Life Advisors, LLC | 13,238 | $494.9K | 0.06% | +259+2.0% | Added |
| Graypoint LLC | 13,232 | $494.6K | 0.05% | +1,784+15.6% | Added |
| Cannell Peter B & Co Inc | 13,230 | $494.5K | 0.02% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 13,195 | $493.2K | 0.04% | +546+4.3% | Added |
| Purus Wealth Management, LLC | 13,182 | $492.7K | 0.39% | +84+0.6% | Added |
| Weatherly Asset Management L. P. | 13,172 | $492.4K | 0.06% | 00.0% | Unchanged |
| Carson Advisory Inc. | 13,154 | $491.7K | 0.44% | −1,692−11.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,147 | $491.4K | 0.01% | −9,419−41.7% | Reduced |
| BKD Wealth Advisors, LLC | 13,085 | $489.1K | 0.02% | −204−1.5% | Reduced |
| Gagnon Securities LLC | 13,056 | $488.0K | 0.10% | −3,602−21.6% | Reduced |
| Welch Group, LLC | 13,030 | $487.1K | 0.03% | +32+0.2% | Added |
| Chilton Capital Management LLC | 12,994 | $485.7K | 0.03% | −325−2.4% | Reduced |
| FineMark National Bank & Trust | 12,949 | $484.0K | 0.02% | −24−0.2% | Reduced |
| HAP Trading, LLC | 12,935 | $484.0K | 0.12% | +12,935 | New |
| Sheets Smith Wealth Management | 12,891 | $481.9K | 0.07% | +30.0% | Added |
| WealthPlan Investment Management, LLC | 12,846 | $480.2K | 0.08% | −22,921−64.1% | Reduced |
| Hilltop Holdings Inc. | 12,833 | $479.7K | 0.06% | −105−0.8% | Reduced |
| Family Legacy, Inc. | 12,800 | $478.5K | 0.20% | 00.0% | Unchanged |
| Financial Advisory Corp | 12,776 | $478.0K | 0.23% | −746−5.5% | Reduced |
| Woodmont Investment Counsel LLC | 12,764 | $477.1K | 0.05% | −100−0.8% | Reduced |
| Proequities, Inc. | 12,748 | $476.5K | 0.04% | +373+3.0% | Added |
| Stokes Family Office, LLC | 12,747 | $476.5K | 0.06% | −1,166−8.4% | Reduced |
| Front Street Capital Management, Inc. | 12,683 | $474.0K | 0.10% | −475−3.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,673 | $473.7K | 0.06% | +3,671+40.8% | Added |
| Highlander Capital Management, LLC | 12,637 | $472.0K | 0.23% | −200−1.6% | Reduced |
| Wintrust Investments LLC | 12,576 | $470.0K | 0.06% | +12,576 | New |
| River Wealth Advisors LLC | 12,552 | $469.2K | 0.09% | +3,695+41.7% | Added |
| Pettyjohn, Wood & White, Inc | 12,531 | $468.4K | 0.11% | −349−2.7% | Reduced |
| Andra AP-fonden | 12,500 | $467.3K | 0.01% | +12,500 | New |
| CoreFirst Bank & Trust | 12,499 | $467.2K | 0.34% | −1,350−9.7% | Reduced |
| Smith, Moore & Co. | 12,479 | $466.5K | 0.06% | +3,461+38.4% | Added |
| Stelac Advisory Services LLC | 12,383 | $462.9K | 0.20% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 12,309 | $460.1K | 0.11% | −235−1.9% | Reduced |
| Pacific Global Investment Management CO | 12,280 | $459.0K | 0.10% | +2,348+23.6% | Added |
| Sebold Capital Management, Inc. | 12,273 | $458.7K | 0.36% | +10.0% | Added |
| 9258 Wealth Management, LLC | 12,261 | $458.3K | 0.09% | +81+0.7% | Added |
| C2C Wealth Management, LLC | 11,672 | $457.5K | 0.07% | −259−2.2% | Reduced |
| Resources Management Corp | 5,213 | $456.0K | 0.09% | −28,982−84.8% | Reduced |
| MQS Management LLC | 12,184 | $455.4K | 0.29% | −3,790−23.7% | Reduced |
| Kovack Advisors, Inc. | 12,177 | $455.2K | 0.06% | +227+1.9% | Added |
| South State Corp. | 12,054 | $450.6K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 12,053 | $450.5K | 0.02% | −3,613−23.1% | Reduced |
| Breakwater Capital Group | 12,033 | $449.8K | 0.19% | +1,026+9.3% | Added |
| David Loasby | 11,859 | $449.5K | 0.05% | +262+2.3% | Added |
| Alterna Wealth Management, Inc | 12,019 | $449.3K | 0.56% | −1,355−10.1% | Reduced |
| Northeast Investment Management | 12,014 | $449.1K | 0.03% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 12,017 | $449.0K | 0.08% | +12,017 | New |
| Summit X, LLC | 12,002 | $448.6K | 0.12% | +3,779+46.0% | Added |
| Jacobs & Co | 11,975 | $447.0K | 0.06% | +33+0.3% | Added |
| Iowa State Bank | 11,827 | $442.1K | 0.11% | +155+1.3% | Added |
| G&S Capital LLC | 11,802 | $441.2K | 0.20% | −61,602−83.9% | Reduced |
| Lakeside Advisors, INC. | 11,791 | $440.8K | 0.34% | −867−6.8% | Reduced |