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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Prentiss Smith & Co Inc | 9,519 | $355.8K | 0.26% | −25−0.3% | Reduced |
| Verity & Verity, LLC | 9,510 | $355.5K | 0.05% | −5,677−37.4% | Reduced |
| Advisors Management Group Inc | 9,501 | $355.0K | 0.11% | −90−0.9% | Reduced |
| Wealthspire Advisors, LLC | 9,484 | $354.5K | 0.01% | −6,266−39.8% | Reduced |
| Doliver Advisors, LP | 9,463 | $353.7K | 0.11% | +243+2.6% | Added |
| Texas Capital Bancshares Inc | 9,450 | $353.2K | 0.22% | +93+1.0% | Added |
| Visionary Wealth Advisors | 9,420 | $352.1K | 0.03% | +341+3.8% | Added |
| Atwood & Palmer Inc | 9,420 | $352.1K | 0.03% | +1,620+20.8% | Added |
| Occidental Asset Management, LLC | 9,411 | $351.8K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 9,389 | $351.0K | 0.01% | −5−0.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,381 | $350.7K | 0.25% | 00.0% | Unchanged |
| Sandy Spring Bank | 9,356 | $349.7K | 0.02% | +2,409+34.7% | Added |
| Bank Hapoalim BM | 9,339 | $349.0K | 0.05% | −10,015−51.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 9,333 | $348.9K | 0.18% | +517+5.9% | Added |
| Monticello Wealth Management, LLC | 8,976 | $347.1K | 0.04% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 9,226 | $344.9K | 0.13% | +455+5.2% | Added |
| L2 Asset Management, LLC | 9,092 | $339.9K | 0.20% | +390+4.5% | Added |
| Tributary Capital Management, LLC | 9,050 | $338.3K | 0.03% | −150−1.6% | Reduced |
| Royal Fund Management, LLC | 9,020 | $337.2K | 0.05% | +42+0.5% | Added |
| MONECO Advisors, LLC | 9,017 | $337.0K | 0.10% | +1,841+25.7% | Added |
| Lindbrook Capital, LLC | 9,000 | $336.4K | 0.04% | −3,882−30.1% | Reduced |
| Claar Advisors LLC | 9,000 | $336.4K | 0.14% | +1,200+15.4% | Added |
| MCF Advisors LLC | 8,956 | $334.8K | 0.03% | −2,892−24.4% | Reduced |
| WealthShield Partners, LLC | 8,926 | $333.7K | 0.05% | −454−4.8% | Reduced |
| Traphagen Investment Advisors LLC | 8,921 | $333.5K | 0.05% | −300−3.3% | Reduced |
| Humankind Investments LLC | 8,917 | $333.3K | 0.14% | −150−1.7% | Reduced |
| ASB Consultores, LLC | 8,909 | $333.0K | 0.13% | −824−8.5% | Reduced |
| Willis Johnson & Associates, Inc. | 8,904 | $332.8K | 0.04% | +3,401+61.8% | Added |
| Callan Capital, LLC | 8,884 | $332.1K | 0.04% | +500+6.0% | Added |
| Sweet Financial Partners, LLC | 8,864 | $331.3K | 0.09% | −21−0.2% | Reduced |
| HighTower Trust Services, LTA | 8,009 | $331.3K | 0.03% | −1,770−18.1% | Reduced |
| Astoria Strategic Wealth, Inc. | 8,833 | $330.2K | 0.13% | −1,324−13.0% | Reduced |
| LMG Wealth Partners, LLC | 8,832 | $330.1K | 0.11% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 8,835 | $330.0K | 0.11% | 00.0% | Unchanged |
| Campion Asset Management LLC | 8,825 | $329.9K | 0.31% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 8,817 | $329.6K | 0.06% | −4,449−33.5% | Reduced |
| Manchester Capital Management LLC | 8,810 | $329.3K | 0.04% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 8,813 | $329.0K | 0.01% | +461+5.5% | Added |
| Marietta Investment Partners LLC | 8,800 | $328.9K | 0.09% | +1,000+12.8% | Added |
| First National Bank | 8,794 | $328.7K | 0.28% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 8,751 | $327.1K | 0.05% | −103−1.2% | Reduced |
| Hudock, Inc. | 8,732 | $326.4K | 0.08% | −442−4.8% | Reduced |
| Transform Wealth, LLC | 8,714 | $325.7K | 0.03% | +8,714 | New |
| Washington Trust Bank | 8,711 | $325.6K | 0.03% | −4,419−33.7% | Reduced |
| Evermay Wealth Management LLC | 8,665 | $323.9K | 0.07% | +361+4.3% | Added |
| Sippican Capital Advisors | 8,643 | $323.1K | 0.31% | −468−5.1% | Reduced |
| S.A. Mason LLC | 8,636 | $322.8K | 0.23% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 8,613 | $322.0K | 0.10% | +8,613 | New |
| Van Strum & Towne Inc. | 8,564 | $320.1K | 0.14% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 8,534 | $319.0K | 0.15% | +20.0% | Added |
| BancFirst Trust & Investment Management | 8,532 | $318.9K | 0.19% | +8,532 | New |
| CVA Family Office, LLC | 8,465 | $316.4K | 0.07% | +838+11.0% | Added |
| Sawgrass Asset Management LLC | 8,440 | $315.5K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 8,436 | $315.3K | 0.04% | +983+13.2% | Added |
| Gateway Wealth Partners, LLC | 8,434 | $315.3K | 0.05% | +435+5.4% | Added |
| Nichols & Pratt Advisers LLP | 8,400 | $314.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 8,363 | $313.0K | 0.39% | +1,095+15.1% | Added |
| Alpha Family Trust | 8,365 | $312.7K | 0.25% | −820−8.9% | Reduced |
| Financial Advisory Service, Inc. | 8,350 | $312.1K | 0.03% | −2,945−26.1% | Reduced |
| Hamilton Capital, LLC | 8,338 | $311.7K | 0.02% | +3,251+63.9% | Added |
| Ssi Investment Management LLC | 8,336 | $311.6K | 0.02% | −1,968−19.1% | Reduced |
| Summit Asset Management, LLC | 8,320 | $311.0K | 0.09% | 00.0% | Unchanged |
| Krilogy Financial LLC | 8,312 | $310.7K | 0.03% | +1,849+28.6% | Added |
| Cohen Capital Management, Inc. | 8,274 | $309.3K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 8,271 | $309.1K | 0.26% | +250+3.1% | Added |
| CX Institutional | 8,186 | $308.6K | 0.02% | −2,505−23.4% | Reduced |
| New Millennium Group LLC | 8,174 | $305.6K | 0.31% | +8+0.1% | Added |
| Crawford Investment Counsel Inc | 8,162 | $305.1K | 0.01% | −2,235−21.5% | Reduced |
| FLC Capital Advisors | 8,146 | $304.5K | 0.09% | +1,000+14.0% | Added |
| PDS Planning, Inc | 8,133 | $304.0K | 0.04% | +2,756+51.3% | Added |
| Capital Square, LLC | 8,018 | $303.9K | 0.28% | −2,488−23.7% | Reduced |
| Zacks Investment Management | 8,123 | $303.6K | 0.00% | −347−4.1% | Reduced |
| Black Maple Capital Management LP | 8,100 | $302.8K | 0.38% | +8,100 | New |
| Sky Investment Group LLC | 8,074 | $301.8K | 0.07% | +70+0.9% | Added |
| Monetary Management Group Inc | 8,065 | $301.5K | 0.09% | +18+0.2% | Added |
| Formidable Asset Management, LLC | 7,986 | $301.0K | 0.06% | −207−2.5% | Reduced |
| Cutler Investment Counsel LLC | 8,047 | $300.8K | 0.05% | 00.0% | Unchanged |
| Old West Investment Management, LLC | 8,037 | $300.4K | 0.16% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 8,020 | $299.8K | 0.03% | +505+6.7% | Added |
| Field & Main Bank | 7,980 | $298.3K | 0.18% | −749−8.6% | Reduced |
| Cambridge Advisors Inc. | 7,976 | $298.1K | 0.08% | +20.0% | Added |
| Avion Wealth | 7,240 | $298.0K | 0.08% | +92+1.3% | Added |
| Summit Financial, LLC | 7,926 | $296.3K | 0.03% | +125+1.6% | Added |
| Ghe, LLC | 7,923 | $296.2K | 0.23% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 7,902 | $295.4K | 0.02% | −63−0.8% | Reduced |
| BancorpSouth Bank | 7,866 | $294.0K | 0.03% | +96+1.2% | Added |
| Peak Planning Group, LLC | 7,854 | $293.6K | 0.24% | −2,000−20.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 7,800 | $292.0K | 0.49% | −4,100−34.5% | Reduced |
| Weil Company, Inc. | 7,809 | $291.9K | 0.13% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 7,808 | $291.8K | 0.01% | −172−2.2% | Reduced |
| New Hampshire Trust | 7,800 | $291.6K | 0.08% | −205−2.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 7,800 | $291.6K | 0.07% | +7,800 | New |
| Mechanics Bank Trust Department | 7,800 | $291.6K | 0.05% | −25−0.3% | Reduced |
| Confluence Wealth Services, Inc. | 7,765 | $290.2K | 0.07% | −8−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 7,758 | $290.0K | 0.00% | −914−10.5% | Reduced |
| UMA Financial Services, Inc. | 6,855 | $289.6K | 0.08% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 7,711 | $288.3K | 0.06% | +531+7.4% | Added |
| MKT Advisors LLC | 7,786 | $287.2K | 0.21% | −857−9.9% | Reduced |
| PVG Asset Management Corp | 7,668 | $286.6K | 0.92% | −1,718−18.3% | Reduced |
| Plancorp, LLC | 7,659 | $286.3K | 0.02% | +18+0.2% | Added |