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 |
|---|---|---|---|---|---|
| Provence Wealth Management Group | 6,491 | $242.6K | 0.16% | +6,491 | New |
| Stockman Wealth Management, Inc. | 6,459 | $241.4K | 0.05% | −239−3.6% | Reduced |
| Icon Wealth Partners, LLC | 6,453 | $241.2K | 0.03% | +6,453 | New |
| Redwood Wealth Management Group, LLC | 6,443 | $240.8K | 0.27% | +6,443 | New |
| ERTS Wealth Advisors, LLC | 6,430 | $240.4K | 0.06% | −668−9.4% | Reduced |
| Simon Quick Advisors, LLC | 6,395 | $239.0K | 0.03% | +6,395 | New |
| Fruth Investment Management | 6,418 | $239.0K | 0.07% | −400−5.9% | Reduced |
| CKW Financial Group | 6,400 | $239.0K | 0.04% | +200+3.2% | Added |
| New Republic Capital, LLC | 6,382 | $238.6K | 0.18% | +6,382 | New |
| CMG Global Holdings, LLC | 6,367 | $238.0K | 0.22% | +20.0% | Added |
| Cardinal Point Capital Management, ULC | 6,347 | $237.3K | 0.07% | +6,347 | New |
| Tucker Asset Management LLC | 6,335 | $236.8K | 0.07% | +847+15.4% | Added |
| Readystate Asset Management LP | 6,314 | $236.0K | 0.03% | +6,314 | New |
| Ten Capital Wealth Advisors, LLC | 6,303 | $235.6K | 0.08% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 6,303 | $235.6K | 0.05% | +222+3.7% | Added |
| Brave Asset Management Inc | 6,301 | $235.5K | 0.07% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 6,292 | $235.2K | 0.07% | −8,063−56.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 6,278 | $234.7K | 0.01% | +6,278 | New |
| Duncker Streett & Co Inc | 6,266 | $234.2K | 0.06% | +10+0.2% | Added |
| Enterprise Financial Services Corp | 6,233 | $233.0K | 0.15% | −778−11.1% | Reduced |
| Copperleaf Capital, LLC | 6,232 | $233.0K | 0.23% | +6,232 | New |
| Cherry Creek Investment Advisors, Inc. | 6,230 | $232.9K | 0.17% | +28+0.5% | Added |
| Milestone Investment Advisors LLC | 6,223 | $232.6K | 0.07% | +6,223 | New |
| Glassman Wealth Services | 6,218 | $232.4K | 0.04% | −372−5.6% | Reduced |
| Trustmark National Bank Trust Department | 6,199 | $231.7K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 6,172 | $230.7K | 0.13% | +10.0% | Added |
| Latitude Advisors, LLC | 6,148 | $229.8K | 0.17% | −1,583−20.5% | Reduced |
| Everhart Financial Group, Inc. | 6,147 | $229.8K | 0.10% | +6,147 | New |
| Strategic Wealth Designers | 6,144 | $229.7K | 0.04% | +6,144 | New |
| Heritage Investors Management Corp | 6,115 | $229.0K | 0.01% | −2,419−28.3% | Reduced |
| Riverbridge Partners LLC | 6,100 | $228.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6,098 | $227.9K | 0.10% | +366+6.4% | Added |
| Mission Creek Capital Partners, Inc. | 6,078 | $227.2K | 0.08% | −1,141−15.8% | Reduced |
| Prelude Capital Management, LLC | 6,073 | $227.0K | 0.02% | −4,406−42.0% | Reduced |
| Bryn Mawr Trust Co | 6,089 | $227.0K | 0.01% | +89+1.5% | Added |
| Advisor OS, LLC | 6,061 | $226.6K | 0.05% | +6,061 | New |
| Western Pacific Wealth Management, LP | 6,060 | $226.5K | 0.17% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 6,045 | $226.0K | 0.08% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 6,027 | $225.3K | 0.10% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 6,010 | $224.7K | 0.04% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 5,995 | $224.3K | 0.03% | +5,995 | New |
| Fenimore Asset Management Inc | 6,000 | $224.3K | 0.01% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 6,000 | $224.0K | 0.27% | +6,000 | New |
| Independence Bank of Kentucky | 5,965 | $223.0K | 0.10% | −150−2.5% | Reduced |
| Eagle Asset Management Inc | 5,945 | $222.0K | 0.00% | +5,945 | New |
| Nations Financial Group Inc, | 5,934 | $221.8K | 0.02% | −122−2.0% | Reduced |
| Alpha Financial Advisors, LLC | 5,928 | $221.6K | 0.15% | −2,429−29.1% | Reduced |
| Unionview, LLC | 5,908 | $220.8K | 0.21% | −727−11.0% | Reduced |
| Atlas Brown,Inc. | 5,905 | $220.7K | 0.10% | +302+5.4% | Added |
| Kesler, Norman & Wride, LLC | 5,904 | $220.7K | 0.06% | +12+0.2% | Added |
| Millennium Capital Advisors, LLC | 5,900 | $220.5K | 0.20% | +600+11.3% | Added |
| Guyasuta Investment Advisors Inc | 5,898 | $220.5K | 0.02% | +146+2.5% | Added |
| Defender Capital, LLC. | 5,893 | $220.3K | 0.08% | +819+16.1% | Added |
| Berger Financial Group, Inc | 5,877 | $219.7K | 0.03% | +5+0.1% | Added |
| Magnus Financial Group LLC | 5,862 | $219.1K | 0.03% | +206+3.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,860 | $219.0K | 0.06% | −136−2.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,855 | $218.9K | 0.40% | +401+7.4% | Added |
| Patton Albertson Miller Group, LLC | 5,853 | $218.8K | 0.04% | +300+5.4% | Added |
| Agate Pass Investment Management, LLC | 5,825 | $217.7K | 0.14% | −300−4.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 5,802 | $216.9K | 0.01% | −370−6.0% | Reduced |
| AlphaCore Capital LLC | 5,800 | $216.8K | 0.06% | +740+14.6% | Added |
| M&R Capital Management Inc | 5,778 | $216.0K | 0.06% | −999−14.7% | Reduced |
| Advisory Alpha, LLC | 5,770 | $215.7K | 0.01% | +200+3.6% | Added |
| West Wealth Group, LLC | 5,755 | $215.1K | 0.10% | −2,291−28.5% | Reduced |
| Salomon & Ludwin, LLC | 5,751 | $215.0K | 0.03% | −143−2.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,740 | $214.6K | 0.04% | +3+0.1% | Added |
| Family Firm, Inc. | 5,736 | $214.4K | 0.06% | +92+1.6% | Added |
| West Oak Capital, LLC | 5,725 | $214.0K | 0.11% | +2,075+56.8% | Added |
| Weinberger Asset Management, Inc | 5,724 | $214.0K | 0.12% | +13+0.2% | Added |
| SageView Advisory Group, LLC | 5,723 | $213.9K | 0.01% | −580−9.2% | Reduced |
| Ballast, Inc. | 5,690 | $212.7K | 0.09% | 00.0% | Unchanged |
| Patten & Patten Inc | 5,689 | $212.7K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,688 | $212.6K | 0.03% | −349−5.8% | Reduced |
| Levin Capital Strategies, L.P. | 5,677 | $212.2K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 5,677 | $212.2K | 0.03% | +5,677 | New |
| Titleist Asset Management, LLC | 5,676 | $212.2K | 0.04% | +5,676 | New |
| First National Bank of Hutchinson | 5,668 | $211.9K | 0.17% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 5,663 | $211.7K | 0.09% | +20.0% | Added |
| GYL Financial Synergies, LLC | 5,660 | $211.6K | 0.03% | +5,660 | New |
| Ropes Wealth Advisors LLC | 5,650 | $211.2K | 0.04% | −523−8.5% | Reduced |
| HHM Wealth Advisors, LLC | 5,645 | $211.0K | 0.04% | +174+3.2% | Added |
| Novare Capital Management LLC | 5,623 | $210.2K | 0.02% | −236−4.0% | Reduced |
| Silverlake Wealth Management LLC | 5,613 | $209.8K | 0.13% | +321+6.1% | Added |
| West Family Investments, Inc. | 5,603 | $209.4K | 0.08% | +5,603 | New |
| Detalus Advisors, LLC | 5,600 | $209.3K | 0.10% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 5,595 | $209.1K | 0.05% | +5,595 | New |
| Financial Advocates Investment Management | 5,591 | $209.0K | 0.02% | +93+1.7% | Added |
| CFO4Life Group, LLC | 5,579 | $208.6K | 0.05% | +225+4.2% | Added |
| Calton & Associates, Inc. | 5,564 | $208.0K | 0.10% | −652−10.5% | Reduced |
| Buckingham Strategic Partners | 5,561 | $207.9K | 0.01% | +144+2.7% | Added |
| Powers Advisory Group, LLC | 5,559 | $207.8K | 0.15% | +24+0.4% | Added |
| Baron Wealth Management LLC | 5,547 | $207.3K | 0.15% | −228−3.9% | Reduced |
| SPC Financial, Inc. | 5,545 | $207.3K | 0.02% | +395+7.7% | Added |
| Finer Wealth Management, Inc. | 5,530 | $206.7K | 0.17% | +5,530 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,500 | $205.6K | 0.21% | +5,500 | New |
| Heritage Trust Co | 5,498 | $205.5K | 0.03% | +5,498 | New |
| Exos TFP Holdings LLC | 5,496 | $205.4K | 0.05% | +3,249+144.6% | Added |
| MSH Capital Advisors LLC | 5,494 | $205.3K | 0.09% | +12+0.2% | Added |
| Court Place Advisors, LLC | 5,470 | $204.5K | 0.07% | −150−2.7% | Reduced |
| Howard Capital Management Group, LLC | 5,450 | $203.7K | 0.02% | +5,450 | New |