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 |
|---|---|---|---|---|---|
| Vicus Capital | 7,653 | $286.1K | 0.03% | −1,253−14.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 7,639 | $285.6K | 0.07% | −225−2.9% | Reduced |
| Howland Capital Management LLC | 7,633 | $285.3K | 0.02% | +66+0.9% | Added |
| Richard W. Paul & Associates, LLC | 7,580 | $283.3K | 0.13% | +202+2.7% | Added |
| Nwam LLC | 7,579 | $283.3K | 0.03% | +494+7.0% | Added |
| TD Ameritrade Investment Management, LLC | 7,507 | $281.0K | 0.00% | −2,249−23.1% | Reduced |
| Retirement Group, LLC | 7,510 | $281.0K | 0.13% | +7,000+1,372.5% | Added |
| Cidel Asset Management Inc | 7,500 | $280.4K | 0.01% | −600−7.4% | Reduced |
| Red Door Wealth Management, LLC | 7,496 | $280.2K | 0.09% | −489−6.1% | Reduced |
| Magnolia Capital Management Ltd | 7,500 | $280.0K | 0.26% | 00.0% | Unchanged |
| Bailard, Inc. | 7,482 | $279.7K | 0.01% | −26−0.3% | Reduced |
| Clear Street Markets LLC | 7,475 | $279.0K | 0.08% | −83,340−91.8% | Reduced |
| Guardian Wealth Management, Inc. | 7,458 | $278.8K | 0.27% | +24+0.3% | Added |
| STAR Financial Bank | 7,457 | $278.7K | 0.27% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 7,436 | $278.0K | 0.06% | −760−9.3% | Reduced |
| Founders Financial Alliance, LLC | 7,260 | $277.3K | 0.14% | −232−3.1% | Reduced |
| Wayfinding Financial, LLC | 7,421 | $277.0K | 0.21% | +363+5.1% | Added |
| New Jersey Better Educational Savings Trust | 7,401 | $276.6K | 0.75% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 7,400 | $276.6K | 0.10% | 00.0% | Unchanged |
| Cowa, LLC | 7,400 | $276.6K | 0.23% | 00.0% | Unchanged |
| Core Alternative Capital | 7,397 | $276.5K | 0.04% | +5,035+213.2% | Added |
| Front Row Advisors LLC | 7,395 | $276.0K | 0.13% | −484−6.1% | Reduced |
| Delta Investment Management, LLC | 7,374 | $275.6K | 0.08% | −1,544−17.3% | Reduced |
| City State Bank | 7,366 | $275.0K | 0.16% | +787+12.0% | Added |
| John W. Brooker & Co., CPAs | 6,904 | $273.8K | 0.18% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,305 | $273.1K | 0.02% | −460−5.9% | Reduced |
| Wagner Wealth Management, LLC | 7,301 | $272.9K | 0.12% | +586+8.7% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,276 | $272.0K | 0.14% | +45+0.6% | Added |
| Arrow Financial Corp | 7,275 | $271.9K | 0.04% | −110−1.5% | Reduced |
| Greenspring Advisors, LLC | 7,270 | $271.8K | 0.06% | −439−5.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,252 | $271.1K | 0.23% | −7−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 7,260 | $271.0K | 0.02% | −1,403−16.2% | Reduced |
| PFG Investments, LLC | 7,234 | $270.4K | 0.06% | +7,234 | New |
| E&G Advisors, LP | 7,228 | $270.2K | 0.10% | −220−3.0% | Reduced |
| Blue Barn Wealth, LLC | 7,216 | $269.7K | 0.17% | +7,216 | New |
| Silvia McColl Wealth Management, LLC | 7,210 | $269.5K | 0.27% | +322+4.7% | Added |
| Zullo Investment Group, Inc. | 7,194 | $268.9K | 0.17% | −93−1.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 7,168 | $267.9K | 0.04% | −1,236−14.7% | Reduced |
| Wedge Capital Management L L P | 7,155 | $267.5K | 0.00% | +552+8.4% | Added |
| Concord Wealth Partners | 7,133 | $266.6K | 0.08% | +781+12.3% | Added |
| Lynch & Associates | 7,125 | $266.3K | 0.07% | −39−0.5% | Reduced |
| Wealth Effects LLC | 7,098 | $265.3K | 0.14% | −75−1.0% | Reduced |
| Financial Insights, Inc. | 7,090 | $265.0K | 0.11% | −11,378−61.6% | Reduced |
| E Fund Management Co., Ltd. | 7,098 | $265.0K | 0.02% | −279−3.8% | Reduced |
| Planning Center, Inc. | 6,681 | $265.0K | 0.07% | −1,300−16.3% | Reduced |
| Wealth Architects, LLC | 7,065 | $264.1K | 0.05% | −200−2.8% | Reduced |
| OneAscent Financial Services LLC | 7,066 | $264.0K | 0.11% | −492−6.5% | Reduced |
| Lyell Wealth Management, LP | 7,053 | $263.6K | 0.04% | −1,732−19.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,050 | $263.5K | 0.01% | +1,710+32.0% | Added |
| Adviser Investments LLC | 7,039 | $263.1K | 0.01% | +1,001+16.6% | Added |
| Prentice Wealth Management LLC | 7,015 | $262.2K | 0.13% | +916+15.0% | Added |
| Kearns & Associates LLC | 7,000 | $261.7K | 0.26% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,990 | $261.3K | 0.17% | +400+6.1% | Added |
| BNC Wealth Management, LLC | 6,988 | $261.2K | 0.15% | +10.0% | Added |
| Woodstock Corp | 6,984 | $261.1K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,968 | $260.5K | 0.04% | −163−2.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 6,963 | $260.3K | 0.08% | −800−10.3% | Reduced |
| Well Done, LLC | 6,960 | $260.2K | 0.06% | −77−1.1% | Reduced |
| Evolution Advisers, Inc. | 6,972 | $260.0K | 0.19% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 6,945 | $259.6K | 0.01% | +76+1.1% | Added |
| Park National Corp | 6,928 | $259.0K | 0.01% | +926+15.4% | Added |
| SNS Financial Group, LLC | 6,921 | $258.7K | 0.03% | −66−0.9% | Reduced |
| Legacy Bridge, LLC | 6,904 | $258.1K | 0.18% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 6,894 | $257.7K | 0.08% | −1,778−20.5% | Reduced |
| Monument Capital Management | 6,825 | $255.1K | 0.09% | −3,150−31.6% | Reduced |
| Founders Capital Management | 6,813 | $255.0K | 0.19% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6,812 | $254.6K | 0.03% | −2,230−24.7% | Reduced |
| Angeles Investment Advisors, LLC | 6,810 | $254.6K | 0.02% | +6,810 | New |
| Sunflower Bank, N.A. | 6,808 | $254.5K | 0.06% | −3,917−36.5% | Reduced |
| Beta Wealth Group, Inc. | 6,800 | $254.2K | 0.15% | +900+15.3% | Added |
| Keel Point, LLC | 6,790 | $253.8K | 0.04% | +428+6.7% | Added |
| Flputnam Investment Management Co | 6,765 | $252.9K | 0.01% | +6,765 | New |
| BlackDiamond Wealth Management Inc. | 6,225 | $252.4K | 0.26% | +815+15.1% | Added |
| Successful Portfolios LLC | 6,739 | $251.9K | 0.16% | −134−1.9% | Reduced |
| Credential Qtrade Securities Inc. | 6,730 | $251.6K | 0.02% | +146+2.2% | Added |
| Main Street Financial Solutions, LLC | 6,727 | $251.5K | 0.04% | +412+6.5% | Added |
| Meeder Asset Management Inc | 6,725 | $251.4K | 0.02% | −565−7.8% | Reduced |
| Sand Hill Global Advisors, LLC | 6,718 | $251.1K | 0.01% | 00.0% | Unchanged |
| Papp L Roy & Associates | 6,712 | $250.9K | 0.03% | +12+0.2% | Added |
| Intelligence Driven Advisers, LLC | 6,796 | $250.7K | 0.05% | +591+9.5% | Added |
| Heritage Investment Group, Inc. | 6,701 | $250.0K | 0.08% | +369+5.8% | Added |
| Bouchey Financial Group Ltd | 6,687 | $249.0K | 0.03% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 6,660 | $249.0K | 0.13% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 6,654 | $248.7K | 0.10% | +4+0.1% | Added |
| EP Wealth Advisors, LLC | 3,467 | $248.5K | 0.00% | −106,817−96.9% | Reduced |
| KLR Investment Advisors, LLC | 6,634 | $248.0K | 0.22% | +6,634 | New |
| Security Asset Management | 6,600 | $246.7K | 0.14% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 6,592 | $246.4K | 0.06% | −91,588−93.3% | Reduced |
| Candriam Luxembourg S.C.A. | 7,157 | $246.2K | 0.00% | −253,298−97.3% | Reduced |
| X-Square Capital, LLC | 6,575 | $246.0K | 0.15% | −2,381−26.6% | Reduced |
| Smithfield Trust Co | 6,601 | $246.0K | 0.02% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,579 | $245.9K | 0.04% | −19−0.3% | Reduced |
| Blueshift Asset Management, LLC | 6,569 | $245.5K | 0.10% | +6,569 | New |
| Means Investment Co., Inc. | 6,560 | $245.2K | 0.04% | −20.0% | Reduced |
| LBMC Investment Advisors, LLC | 6,556 | $245.1K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6,645 | $245.0K | 0.02% | +1,163+21.2% | Added |
| Privium Fund Management B.V. | 6,550 | $244.8K | 0.08% | +6,550 | New |
| Americana Partners, LLC | 6,510 | $243.3K | 0.04% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,503 | $243.1K | 0.07% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 6,500 | $243.0K | 0.03% | 00.0% | Unchanged |