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 |
|---|---|---|---|---|---|
| Acorn Wealth Advisors, LLC | 5,436 | $203.2K | 0.15% | −418−7.1% | Reduced |
| PrairieView Partners, LLC | 5,453 | $203.0K | 0.03% | −2,393−30.5% | Reduced |
| Cape Investment Advisory, Inc. | 5,412 | $202.3K | 0.12% | +5,412 | New |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $202.0K | 0.11% | 00.0% | Unchanged |
| Summit Global Investments | 5,410 | $202.0K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 5,401 | $201.9K | 0.06% | −30−0.6% | Reduced |
| Denver Wealth Management, Inc. | 5,392 | $201.5K | 0.14% | +29+0.5% | Added |
| IFG Advisory, LLC | 5,387 | $201.4K | 0.02% | +246+4.8% | Added |
| Golden Green, Inc. | 5,385 | $201.3K | 0.24% | −17,717−76.7% | Reduced |
| Curated Wealth Partners LLC | 5,378 | $201.0K | 0.05% | +312+6.2% | Added |
| Solidarilty Wealth, LLC | 5,368 | $200.7K | 0.09% | +5,368 | New |
| Weaver Consulting Group | 5,364 | $200.5K | 0.09% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,273 | $197.1K | 0.02% | −383−6.8% | Reduced |
| Venturi Wealth Management, LLC | 5,172 | $193.3K | 0.02% | +48+0.9% | Added |
| Park Place Capital Corp | 5,146 | $192.4K | 0.05% | +512+11.0% | Added |
| Crewe Advisors LLC | 5,027 | $187.9K | 0.03% | +53+1.1% | Added |
| Raleigh Capital Management Inc. | 5,017 | $187.5K | 0.09% | +488+10.8% | Added |
| First Command Bank | 4,912 | $183.6K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 4,912 | $183.6K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,847 | $181.2K | 0.09% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,706 | $175.9K | 0.09% | −118−2.4% | Reduced |
| Penserra Capital Management LLC | 4,718 | $175.0K | 0.00% | −115−2.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,660 | $174.0K | 0.00% | +377+8.8% | Added |
| Carolinas Wealth Consulting LLC | 4,574 | $171.0K | 0.04% | +278+6.5% | Added |
| Hills Bank & Trust Co | 4,548 | $170.0K | 0.02% | −648−12.5% | Reduced |
| Ossiam | 4,500 | $168.2K | 0.00% | +4,500 | New |
| Covestor Ltd | 4,475 | $167.0K | 0.15% | +742+19.9% | Added |
| Hazlett, Burt & Watson, Inc. | 4,412 | $165.0K | 0.13% | +100+2.3% | Added |
| Riverview Trust Co | 4,302 | $160.8K | 0.15% | +328+8.3% | Added |
| Parkside Financial Bank & Trust | 4,289 | $160.3K | 0.04% | −980−18.6% | Reduced |
| JJJ Advisors Inc. | 4,041 | $160.2K | 0.05% | −12−0.3% | Reduced |
| Register Financial Advisors LLC | 4,281 | $160.0K | 0.13% | +1,402+48.7% | Added |
| Hall Laurie J Trustee | 4,242 | $159.0K | 0.07% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 4,210 | $157.4K | 0.01% | −148,306−97.2% | Reduced |
| Heritage Wealth Advisors | 4,208 | $157.3K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4,205 | $157.2K | 0.00% | −27−0.6% | Reduced |
| Wunderlich Capital Managemnt | 4,203 | $157.0K | 0.08% | +4,203 | New |
| Hantz Financial Services, Inc. | 4,165 | $156.0K | 0.00% | −633−13.2% | Reduced |
| Community Bank, N.A. | 4,125 | $154.2K | 0.02% | 00.0% | Unchanged |
| AM Squared Ltd | 4,100 | $153.3K | 0.12% | −6,100−59.8% | Reduced |
| TCI Wealth Advisors, Inc. | 4,074 | $152.3K | 0.02% | −1,654−28.9% | Reduced |
| Providence Capital Advisors, LLC | 3,991 | $149.2K | 0.04% | −6,528−62.1% | Reduced |
| Trust Co | 3,944 | $147.4K | 0.02% | −669−14.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,935 | $147.1K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,923 | $146.6K | 0.02% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,840 | $143.5K | 0.02% | −1,121−22.6% | Reduced |
| Tompkins Financial Corp | 3,820 | $142.8K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,780 | $141.3K | 0.00% | +3,558+1,602.7% | Added |
| Column Capital Advisors, LLC | 3,729 | $139.4K | 0.02% | −10.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,634 | $135.8K | 0.07% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,628 | $135.6K | 0.07% | −328−8.3% | Reduced |
| Farther Finance Advisors, LLC | 3,622 | $135.4K | 0.04% | +1,014+38.9% | Added |
| Spartan Fund Management Inc. | 3,547 | $132.6K | 0.06% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,521 | $131.6K | 0.03% | +4+0.1% | Added |
| Boyd Watterson Asset Management LLC | 3,482 | $130.2K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,465 | $129.5K | 0.04% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 3,383 | $126.5K | 0.80% | −38,168−91.9% | Reduced |
| Silicon Valley Capital Partners | 3,373 | $126.1K | 0.03% | +2,734+427.9% | Added |
| Creative Financial Designs Inc | 3,357 | $125.5K | 0.02% | −166−4.7% | Reduced |
| Grove Bank & Trust | 3,313 | $123.8K | 0.03% | −3,157−48.8% | Reduced |
| Powell Investment Advisors, LLC | 3,169 | $118.5K | 0.07% | 00.0% | Unchanged |
| American National Bank | 3,163 | $118.2K | 0.02% | +248+8.5% | Added |
| Standard Family Office LLC | 3,140 | $117.4K | 0.21% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,053 | $114.1K | 0.02% | +7+0.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,990 | $111.8K | 0.04% | −12,240−80.4% | Reduced |
| Hoese & Co LLP | 2,374 | $111.0K | 0.13% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,962 | $110.7K | 0.01% | −109−3.5% | Reduced |
| Larson Financial Group LLC | 2,953 | $110.4K | 0.01% | +438+17.4% | Added |
| Caldwell Sutter Capital, Inc. | 2,811 | $105.1K | 0.08% | +2,811 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,806 | $105.0K | 0.04% | +2,806 | New |
| Clear Investment Research, LLC | 2,734 | $102.2K | 0.18% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,710 | $101.3K | 0.03% | −48−1.7% | Reduced |
| Clearview Wealth Advisors LLC | 2,696 | $100.8K | 0.10% | +3+0.1% | Added |
| Pathway Financial Advisers, LLC | 2,633 | $98.4K | 0.04% | +4+0.2% | Added |
| Missouri Trust & Investment Co | 2,605 | $97.4K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,586 | $97.0K | 0.02% | +256+11.0% | Added |
| Acima Private Wealth, LLC | 2,572 | $96.1K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 2,541 | $95.0K | 0.06% | +125+5.2% | Added |
| Prestige Wealth Management Group LLC | 2,525 | $94.4K | 0.02% | −130−4.9% | Reduced |
| Marquette Asset Management, LLC | 2,505 | $93.6K | 0.02% | +2,505 | New |
| Islay Capital Management, LLC | 2,500 | $93.5K | 0.09% | 00.0% | Unchanged |
| First Personal Financial Services | 2,489 | $93.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,435 | $91.0K | 0.01% | +68+2.9% | Added |
| DB Wealth Management Group, LLC | 2,410 | $90.1K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,396 | $89.6K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 2,392 | $89.4K | 0.03% | +1,709+250.2% | Added |
| West Paces Advisors Inc. | 2,385 | $89.2K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,388 | $89.0K | 0.01% | +15+0.6% | Added |
| Ameliora Wealth Management Ltd. | 2,300 | $86.0K | 0.05% | +300+15.0% | Added |
| KB Financial Partners, LLC | 2,283 | $85.0K | 0.02% | +89+4.1% | Added |
| Clean Yield Group | 2,243 | $83.8K | 0.04% | −848−27.4% | Reduced |
| Pinnacle Holdings, LLC | 2,227 | $83.2K | 0.04% | +495+28.6% | Added |
| First Community Trust NA | 2,213 | $82.7K | 0.10% | 00.0% | Unchanged |
| First Financial Corp | 2,210 | $82.6K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 2,207 | $82.5K | 0.02% | −53−2.3% | Reduced |
| Financial Perspectives, Inc | 2,199 | $82.2K | 0.04% | +6+0.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $82.0K | 0.04% | +343+18.5% | Added |
| Sugarloaf Wealth Management, LLC | 2,142 | $80.1K | 0.02% | −296−12.1% | Reduced |
| Pittenger & Anderson Inc | 2,135 | $79.8K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 2,131 | $79.7K | 0.06% | −3,721−63.6% | Reduced |