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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 11,777 | $440.2K | 0.01% | −1,241−9.5% | Reduced |
| Douglas Lane & Associates, LLC | 11,763 | $439.7K | 0.01% | +138+1.2% | Added |
| Monarch Capital Management Inc | 11,760 | $439.6K | 0.13% | −13,004−52.5% | Reduced |
| Farmers Trust Co | 11,754 | $439.4K | 0.10% | 00.0% | Unchanged |
| Leisure Capital Management | 11,738 | $438.8K | 0.25% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 11,721 | $438.1K | 0.08% | −95−0.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,721 | $438.0K | 0.15% | −88−0.7% | Reduced |
| Icapital Wealth LLC | 11,680 | $436.6K | 0.30% | +180+1.6% | Added |
| Iron Horse Wealth Management, LLC | 11,651 | $435.5K | 0.22% | +426+3.8% | Added |
| Spinnaker Trust | 11,638 | $435.0K | 0.03% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,627 | $434.6K | 0.05% | −71−0.6% | Reduced |
| Platform Technology Partners | 11,610 | $434.0K | 0.21% | +946+8.9% | Added |
| Cary Street Partner Investment Advisory LLC | 11,595 | $433.4K | 0.03% | +36+0.3% | Added |
| West Bancorporation Inc | 11,550 | $431.7K | 0.33% | −1,541−11.8% | Reduced |
| Delta Financial Group, Inc. | 11,539 | $431.0K | 0.17% | +1,017+9.7% | Added |
| APCM Wealth Management for Individuals | 11,508 | $430.2K | 0.07% | −10,538−47.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 11,467 | $428.6K | 0.32% | −72−0.6% | Reduced |
| Beaton Management Co. Inc. | 11,448 | $428.0K | 0.29% | 00.0% | Unchanged |
| Bank of Hawaii | 11,409 | $426.5K | 0.02% | +148+1.3% | Added |
| Connectus Wealth, LLC | 11,365 | $425.1K | 0.01% | −57,657−83.5% | Reduced |
| Aj Wealth Strategies, LLC | 11,372 | $425.1K | 0.02% | +29+0.3% | Added |
| Cahill Financial Advisors Inc | 11,361 | $424.7K | 0.08% | +28+0.2% | Added |
| Hancock Whitney Corp | 11,326 | $423.0K | 0.02% | −7,985−41.3% | Reduced |
| Private Portfolio Partners LLC | 11,285 | $421.8K | 0.11% | −214−1.9% | Reduced |
| Journey Strategic Wealth LLC | 11,225 | $419.6K | 0.04% | +1,048+10.3% | Added |
| Northwest Investment Counselors, LLC | 11,170 | $417.5K | 0.12% | −3,411−23.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 11,160 | $417.2K | 0.03% | +1,000+9.8% | Added |
| Oxford Financial Group Ltd | 11,155 | $417.0K | 0.05% | −599−5.1% | Reduced |
| Alliance Wealth Advisors, LLC | 11,119 | $415.6K | 0.31% | +311+2.9% | Added |
| Trust Co of Vermont | 11,070 | $413.8K | 0.03% | −331−2.9% | Reduced |
| Zions Bancorporation, N.A. | 11,068 | $413.7K | 0.04% | −2,763−20.0% | Reduced |
| BBR Partners, LLC | 11,067 | $413.7K | 0.05% | −2,034−15.5% | Reduced |
| Radnor Capital Management, LLC | 11,023 | $412.0K | 0.11% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 10,975 | $410.2K | 0.27% | 00.0% | Unchanged |
| Centennial Bank | 10,923 | $408.2K | 0.27% | −5,254−32.5% | Reduced |
| Wallace Advisory Group, LLC | 10,895 | $407.3K | 0.31% | +1,186+12.2% | Added |
| Webster Bank, N. A. | 10,895 | $407.3K | 0.05% | −1,450−11.7% | Reduced |
| Pointe Capital Management LLC | 10,870 | $406.3K | 0.30% | −47−0.4% | Reduced |
| Altfest L J & Co Inc | 10,867 | $406.0K | 0.06% | +1,997+22.5% | Added |
| Aull & Monroe Investment Management Corp | 10,858 | $405.9K | 0.21% | −47−0.4% | Reduced |
| LGT Financial Advisors LLC | 10,827 | $404.7K | 0.75% | 00.0% | Unchanged |
| Intrua Financial, LLC | 10,779 | $404.1K | 0.08% | +1,039+10.7% | Added |
| First Dallas Securities Inc. | 10,800 | $404.0K | 0.24% | +250+2.4% | Added |
| Mengis Capital Management, Inc. | 10,803 | $403.8K | 0.09% | −4,549−29.6% | Reduced |
| West Branch Capital LLC | 10,728 | $401.0K | 0.22% | +423+4.1% | Added |
| Pacifica Partners Inc. | 10,625 | $400.9K | 0.24% | +8,915+521.3% | Added |
| Global Trust Asset Management, LLC | 10,696 | $399.8K | 0.19% | −123−1.1% | Reduced |
| Hikari Tsushin, Inc. | 10,631 | $397.4K | 0.04% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 10,601 | $396.3K | 0.23% | −5,295−33.3% | Reduced |
| Davis R M Inc | 10,584 | $396.0K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 10,583 | $395.6K | 0.08% | +780+8.0% | Added |
| Harbor Investment Advisory, LLC | 10,578 | $395.4K | 0.06% | −15−0.1% | Reduced |
| McCarthy Asset Management, Inc. | 10,565 | $394.9K | 0.27% | −131−1.2% | Reduced |
| Coastal Bridge Advisors, LLC | 10,563 | $394.8K | 0.10% | 00.0% | Unchanged |
| Flagstone Financial Management | 10,554 | $394.5K | 0.20% | +10.0% | Added |
| Vontobel Asset Management Inc | 10,534 | $393.8K | 0.00% | −361−3.3% | Reduced |
| Regatta Capital Group, LLC | 9,528 | $393.4K | 0.14% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 10,471 | $391.4K | 0.11% | +10,471 | New |
| Obermeyer Wood Investment Counsel, LLLP | 10,439 | $390.2K | 0.03% | −978−8.6% | Reduced |
| Tarbox Family Office, Inc. | 10,405 | $388.9K | 0.08% | +10.0% | Added |
| Jacobi Capital Management LLC | 10,375 | $387.8K | 0.05% | −2,211−17.6% | Reduced |
| All Terrain Financial Advisors, LLC | 10,367 | $387.5K | 0.19% | −225−2.1% | Reduced |
| Fort Point Capital Partners LLC | 10,348 | $386.8K | 0.06% | +17+0.2% | Added |
| Eqis Capital Management, Inc. | 10,289 | $384.6K | 0.04% | −756−6.8% | Reduced |
| Athena Investment Management | 10,267 | $383.8K | 0.28% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 10,248 | $383.1K | 0.24% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 10,246 | $383.0K | 0.06% | +4,142+67.9% | Added |
| Institute for Wealth Management, LLC. | 10,246 | $383.0K | 0.07% | +1,029+11.2% | Added |
| Quent Capital, LLC | 10,234 | $382.5K | 0.07% | +4,897+91.8% | Added |
| FirstPurpose Wealth LLC | 10,223 | $382.1K | 0.19% | +4,278+72.0% | Added |
| Gladstone Institutional Advisory LLC | 10,220 | $382.0K | 0.02% | +722+7.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 10,216 | $382.0K | 0.00% | +8,596+530.6% | Added |
| HCR Wealth Advisors | 10,217 | $381.9K | 0.08% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 10,217 | $381.9K | 0.31% | +49+0.5% | Added |
| Beach Investment Counsel Inc | 10,164 | $380.0K | 0.05% | −1,500−12.9% | Reduced |
| Contravisory Investment Management, Inc. | 10,154 | $379.6K | 0.11% | +199+2.0% | Added |
| Colony Family Offices, LLC | 10,150 | $379.4K | 0.15% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 10,098 | $377.5K | 0.20% | −23,246−69.7% | Reduced |
| Biltmore Family Office, LLC | 10,057 | $375.9K | 0.08% | +495+5.2% | Added |
| Interchange Capital Partners, LLC | 10,068 | $374.8K | 0.20% | +10,068 | New |
| FSB Premier Wealth Management, Inc. | 10,014 | $374.3K | 0.21% | +3,809+61.4% | Added |
| Flagship Harbor Advisors, LLC | 10,004 | $374.0K | 0.04% | −1,987−16.6% | Reduced |
| RB Capital Management, LLC | 9,990 | $373.4K | 0.12% | +48+0.5% | Added |
| LVW Advisors, LLC | 9,988 | $373.4K | 0.07% | +102+1.0% | Added |
| Zuckerman Investment Group, LLC | 9,968 | $372.6K | 0.06% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 9,966 | $372.5K | 0.24% | −977−8.9% | Reduced |
| Alta Advisers Ltd | 9,900 | $370.1K | 0.22% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 9,897 | $370.0K | 0.37% | +264+2.7% | Added |
| Tranquilli Financial Advisor LLC | 9,893 | $369.8K | 0.28% | +899+10.0% | Added |
| Alps Advisors Inc | 9,885 | $369.5K | 0.00% | +9,885 | New |
| Modera Wealth Management, LLC | 9,868 | $368.9K | 0.01% | −55−0.6% | Reduced |
| First PREMIER Bank | 9,815 | $366.0K | 0.11% | −180−1.8% | Reduced |
| Bray Capital Advisors | 9,782 | $365.6K | 0.11% | +6+0.1% | Added |
| AXS Investments LLC | 9,763 | $364.9K | 0.12% | −1,193−10.9% | Reduced |
| Bedel Financial Consulting, Inc. | 9,746 | $364.3K | 0.09% | −119−1.2% | Reduced |
| Marex Group plc | 9,741 | $364.1K | 0.05% | −10,221−51.2% | Reduced |
| Cornerstone Advisory, LLC | 9,682 | $361.9K | 0.07% | +1,702+21.3% | Added |
| Hartford Financial Management Inc. | 9,595 | $358.7K | 0.09% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 9,583 | $358.2K | 0.02% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 9,580 | $358.0K | 0.23% | −500−5.0% | Reduced |