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 |
|---|---|---|---|---|---|
| MBM Wealth Consultants, LLC | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 520 | $19.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $18.7K | 0.02% | – | New |
| DuPont Capital Management Corp | 486 | $18.2K | 0.00% | −28,212−98.3% | Reduced |
| JDM Financial Group LLC | 465 | $17.4K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 460 | $17.2K | 0.00% | −580−55.8% | Reduced |
| GeoWealth Management, LLC | 415 | $17.0K | 0.00% | −2,088−83.4% | Reduced |
| Stone House Investment Management, LLC | 454 | $17.0K | 0.01% | +454 | New |
| Focused Wealth Management, Inc | 449 | $16.8K | 0.00% | −19−4.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 440 | $16.4K | 0.02% | +440 | New |
| Knott David M Jr | 438 | $16.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 411 | $15.4K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 408 | $15.0K | 0.01% | +3+0.7% | Added |
| McClarren Financial Advisors, Inc. | 411 | $15.0K | 0.01% | +2+0.5% | Added |
| Costello Asset Management, INC | 398 | $14.9K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 395 | $14.8K | 0.00% | +12+3.1% | Added |
| Central Bank & Trust Co | 392 | $14.7K | 0.00% | +27+7.4% | Added |
| TFC Financial Management | 379 | $14.2K | 0.00% | +58+18.1% | Added |
| Ahrens Investment Partners LLC | 374 | $14.0K | 0.01% | +374 | New |
| Raffa Wealth Management, LLC | 366 | $13.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 356 | $13.3K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 355 | $13.3K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 350 | $13.1K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 350 | $13.1K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 341 | $12.7K | 0.00% | −220−39.2% | Reduced |
| Carmel Capital Partners, LLC | 314 | $11.7K | 0.01% | +314 | New |
| PFS Partners, LLC | 311 | $11.6K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 308 | $11.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 295 | $11.0K | 0.00% | −41−12.2% | Reduced |
| Grey Fox Wealth Advisors, LLC | 284 | $10.6K | 0.01% | 00.0% | Unchanged |
| Capital Management Associates | 250 | $9.35K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 250 | $9.34K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 242 | $9.05K | 0.00% | +75+44.9% | Added |
| Coston, McIsaac & Partners | 256 | $9.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 220 | $8.22K | 0.00% | +220 | New |
| Gleason Group, Inc. | 219 | $8.20K | 0.00% | +1+0.5% | Added |
| Cornerstone Management, Inc. | 214 | $8.00K | 0.00% | −6−2.7% | Reduced |
| Kozak & Associates, Inc. | 212 | $7.93K | 0.00% | −9−4.1% | Reduced |
| 25 LLC | 206 | $7.92K | 0.00% | +206 | New |
| First National Bank of South Miami | 200 | $7.48K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 199 | $7.44K | 0.00% | +199 | New |
| Schubert & Co | 196 | $7.33K | 0.01% | −116−37.2% | Reduced |
| Princeton Global Asset Management LLC | 191 | $7.15K | 0.00% | +1+0.5% | Added |
| Financial Connections Group, Inc. | 191 | $7.00K | 0.00% | −50−20.7% | Reduced |
| Lansing Street Advisors | 180 | $6.73K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 174 | $6.50K | 0.43% | −110−38.7% | Reduced |
| Ridgewood Investments LLC | 174 | $6.50K | 0.00% | +174 | New |
| Bellwether Advisors, LLC | 172 | $6.43K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 170 | $6.36K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 168 | $6.28K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 164 | $6.13K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 160 | $5.98K | 0.00% | +160 | New |
| Trifecta Capital Advisors, LLC | 152 | $5.68K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 123 | $5.00K | 0.00% | −37−23.1% | Reduced |
| TSFG, LLC | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 126 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 128 | $5.00K | 0.00% | +128 | New |
| Savior LLC | 127 | $4.75K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 122 | $4.52K | 0.00% | −3,378−96.5% | Reduced |
| Granite FO LLC | 108 | $4.29K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 113 | $4.22K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 111 | $4.15K | 0.00% | −5,370−98.0% | Reduced |
| Financial Management Professionals, Inc. | 108 | $4.00K | 0.00% | −456−80.9% | Reduced |
| James Investment Research Inc | 116 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 105 | $3.92K | 0.00% | −60−36.4% | Reduced |
| Eukles Asset Management | 101 | $3.77K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 101 | $3.77K | 0.00% | +101 | New |
| Tanglewood Legacy Advisors, LLC | 100 | $3.74K | 0.00% | +100 | New |
| Toth Financial Advisory Corp | 93 | $3.48K | 0.00% | −12−11.4% | Reduced |
| Motco | 82 | $3.06K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 79 | $2.95K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 73 | $2.73K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 72 | $2.69K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 70 | $2.62K | 0.00% | +70 | New |
| Sofos Investments, Inc. | 37 | $2.59K | 0.11% | −4−9.8% | Reduced |
| FSC Wealth Advisors, LLC | 68 | $2.54K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 67 | $2.50K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 63 | $2.35K | 0.00% | +63 | New |
| ZRC Wealth Management, LLC | 60 | $2.24K | 0.00% | +60 | New |
| ClariVest Asset Management LLC | 78 | $2.00K | 0.00% | −14−15.2% | Reduced |
| St. Johns Investment Management Company, LLC | 53 | $1.98K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $1.87K | 0.00% | +50 | New |
| Morton Brown Family Wealth, LLC | 50 | $1.87K | 0.00% | +50 | New |
| Global Wealth Strategies & Associates | 46 | $1.72K | 0.00% | +46 | New |
| Tilia Fiduciary Partners, Inc. | 45 | $1.68K | 0.00% | +45 | New |
| Tfo-TDC, LLC | 35 | $1.31K | 0.00% | +8+29.6% | Added |
| Hallmark Capital Management Inc | 26 | $972 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 25 | $935 | 0.00% | +25 | New |
| PFG Private Wealth Management, LLC | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 18,736 | – | – | −850−4.3% | Reduced |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −9,421,196−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −2,129,523−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −1,871,027−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,780,816−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −1,719,089−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,589,694−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,279,491−100.0% | Sold out |