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 |
|---|---|---|---|---|---|
| Avalon Trust Co | 2,083 | $77.9K | 0.01% | +2,083 | New |
| Atlas Capital Advisors LLC | 2,061 | $77.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,021 | $76.2K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,007 | $75.0K | 0.02% | +1,731+627.2% | Added |
| Spirit of America Management Corp | 2,000 | $74.8K | 0.02% | −4,500−69.2% | Reduced |
| Armstrong Advisory Group, Inc | 1,983 | $74.1K | 0.01% | −250−11.2% | Reduced |
| Banco de Sabadell, S.A | 1,921 | $72.0K | 0.06% | +1,362+243.6% | Added |
| Baystate Wealth Management LLC | 1,924 | $71.9K | 0.01% | +1,351+235.8% | Added |
| Gables Capital Management Inc. | 1,920 | $71.8K | 0.05% | +120+6.7% | Added |
| Laffer Tengler Investments | 1,903 | $71.1K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $71.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,675 | $67.7K | 0.01% | +1,051+168.4% | Added |
| Endurance Wealth Management, Inc. | 1,785 | $67.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,779 | $66.5K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,776 | $66.0K | 0.03% | +12+0.7% | Added |
| Earnest Partners LLC | 1,761 | $65.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,718 | $64.2K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,683 | $62.9K | 0.04% | +1,200+248.4% | Added |
| Abound Wealth Management | 1,672 | $62.5K | 0.03% | +270+19.3% | Added |
| Key Financial Inc | 1,657 | $61.9K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,648 | $61.6K | 0.03% | +6+0.4% | Added |
| Mendota Financial Group, LLC | 1,271 | $61.6K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,576 | $59.0K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,420 | $59.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,568 | $58.6K | 0.02% | −3−0.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,534 | $57.3K | 0.01% | +1,534 | New |
| Bogart Wealth, LLC | 1,529 | $57.2K | 0.00% | −95−5.8% | Reduced |
| Kessler Investment Group, LLC | 1,519 | $56.8K | 0.04% | −400−20.8% | Reduced |
| Accel Wealth Management | 1,503 | $56.2K | 0.02% | −100−6.2% | Reduced |
| Annapolis Financial Services, LLC | 1,488 | $55.6K | 0.02% | +3+0.2% | Added |
| Lumature Wealth Partners, LLC | 1,479 | $55.3K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,469 | $54.9K | 0.02% | +3+0.2% | Added |
| Ulland Investment Advisors, LLC | 1,435 | $54.0K | 0.06% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,429 | $53.4K | 0.04% | +157+12.3% | Added |
| Carderock Capital Management Inc | 1,400 | $52.3K | 0.02% | +1,400 | New |
| Mascoma Wealth Management LLC | 1,314 | $52.2K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,357 | $50.7K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 1,347 | $50.4K | 0.04% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 1,336 | $49.9K | 0.03% | +1,336 | New |
| Johnson Midwest Financial, LLC | 1,333 | $49.8K | 0.07% | +8+0.6% | Added |
| Bellevue Asset Management, LLC | 1,327 | $49.6K | 0.03% | +3+0.2% | Added |
| Versant Capital Management, Inc | 1,327 | $49.6K | 0.02% | −32−2.4% | Reduced |
| Operose Advisors LLC | 1,327 | $49.6K | 0.02% | +1,327 | New |
| Arcadia Investment Management Corp | 1,291 | $48.3K | 0.01% | +66+5.4% | Added |
| Optimum Investment Advisors | 1,276 | $47.7K | 0.03% | −227−15.1% | Reduced |
| Cranbrook Wealth Management, LLC | 1,275 | $47.7K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,225 | $45.8K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $45.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,194 | $44.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,144 | $42.8K | 0.03% | −148−11.5% | Reduced |
| Bell Investment Advisors, Inc | 1,129 | $42.2K | 0.01% | +123+12.2% | Added |
| BDO Wealth Advisors, LLC | 1,115 | $41.7K | 0.01% | +240+27.4% | Added |
| Atticus Wealth Management, LLC | 1,050 | $39.2K | 0.01% | −2,500−70.4% | Reduced |
| Rational Advisors LLC | 1,044 | $39.0K | 0.00% | +43+4.3% | Added |
| Fortis Capital Advisors, LLC | 1,000 | $37.4K | 0.02% | −300−23.1% | Reduced |
| Westport Asset Management Inc | 1,000 | $37.4K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 998 | $37.3K | 0.02% | −165−14.2% | Reduced |
| Addison Advisors LLC | 990 | $37.0K | 0.02% | +256+34.9% | Added |
| Foster Dykema Cabot & Co Inc | 979 | $37.0K | 0.00% | +979 | New |
| Moisand Fitzgerald Tamayo, LLC | 982 | $36.7K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 950 | $35.5K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 930 | $35.0K | 0.01% | −1,824−66.2% | Reduced |
| Byrne Asset Management LLC | 899 | $34.0K | 0.02% | −90−9.1% | Reduced |
| Cyrus J. Lawrence, LLC | 900 | $34.0K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 900 | $33.6K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 894 | $33.4K | 0.02% | −353−28.3% | Reduced |
| Sound Income Strategies, LLC | 886 | $33.1K | 0.00% | −25−2.7% | Reduced |
| Paladin Advisory Group, LLC | 885 | $33.1K | 0.03% | +885 | New |
| Orion Capital Management LLC | 850 | $31.8K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 841 | $31.4K | 0.00% | +121+16.8% | Added |
| Activest Wealth Management | 812 | $30.4K | 0.02% | +812 | New |
| Tortoise Investment Management, LLC | 800 | $29.9K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 795 | $29.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 791 | $29.6K | 0.01% | −675−46.0% | Reduced |
| Country Trust Bank | 778 | $29.1K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 772 | $28.9K | 0.02% | −3,005−79.6% | Reduced |
| Kelly Financial Services LLC | 749 | $28.0K | 0.01% | +56+8.1% | Added |
| Strategic Investment Solutions, Inc. | 738 | $27.6K | 0.01% | +738 | New |
| Carmichael Hill & Associates, Inc. | 734 | $27.4K | 0.01% | +5+0.7% | Added |
| Ellevest, Inc. | 728 | $27.2K | 0.00% | +728 | New |
| Timber Creek Capital Management LLC | 700 | $26.2K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 693 | $25.9K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 662 | $25.0K | 0.03% | −18−2.6% | Reduced |
| Barrett & Company, Inc. | 665 | $24.9K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 640 | $24.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 634 | $23.7K | 0.01% | +20+3.3% | Added |
| AllSquare Wealth Management LLC | 606 | $22.7K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 604 | $22.6K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 602 | $22.5K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 598 | $22.3K | 0.01% | +8+1.4% | Added |
| Financial Freedom, LLC | 587 | $22.0K | 0.02% | +2+0.3% | Added |
| Cedar Mountain Advisors, LLC | 564 | $21.1K | 0.01% | −33−5.5% | Reduced |
| Belmont Capital, LLC | 554 | $20.7K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 550 | $20.6K | 0.01% | +550 | New |
| Dougherty Wealth Advisers LLC | 535 | $20.0K | 0.03% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 534 | $20.0K | 0.02% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 534 | $20.0K | 0.01% | +4+0.8% | Added |
| MB, Levis & Associates, LLC | 513 | $19.2K | 0.01% | +203+65.5% | Added |
| Horizon Bancorp Inc | 519 | $19.0K | 0.01% | −850−62.1% | Reduced |
| AlphaMark Advisors, LLC | 500 | $19.0K | 0.01% | 00.0% | Unchanged |