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; 2,883 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Boothe Investment Group, Inc. | 118,714 | $4.44M | 2.36% | +15,121+14.6% | Added |
| Thompson Investment Management, Inc. | 117,169 | $4.38M | 0.74% | +2,964+2.6% | Added |
| Marble Harbor Investment Counsel, LLC | 116,909 | $4.37M | 0.57% | +8,700+8.0% | Added |
| Harvest Portfolios Group Inc. | 116,542 | $4.36M | 0.21% | +27,296+30.6% | Added |
| Advisor Partners II, LLC | 115,502 | $4.32M | 0.24% | +14,919+14.8% | Added |
| TD Private Client Wealth LLC | 115,463 | $4.32M | 0.19% | +4,402+4.0% | Added |
| Leith Wheeler Investment Counsel Ltd. | 428,305 | $4.31M | 0.63% | +357,571+505.5% | Added |
| PFG Advisors | 114,617 | $4.28M | 0.36% | +237+0.2% | Added |
| Chartwell Investment Partners, LLC | 113,750 | $4.25M | 0.16% | −13,310−10.5% | Reduced |
| MSD Partners, L.P. | 112,325 | $4.20M | 0.42% | 00.0% | Unchanged |
| Empirical Finance, LLC | 109,657 | $4.10M | 0.38% | +4,759+4.5% | Added |
| Empowered Funds, LLC | 109,569 | $4.10M | 0.24% | +438+0.4% | Added |
| Aldebaran Capital, LLC | 108,614 | $4.06M | 4.15% | −300.0% | Reduced |
| Vestcor Inc | 108,550 | $4.06M | 0.15% | −80,422−42.6% | Reduced |
| Hutchinson Capital Management | 107,634 | $4.02M | 1.04% | +120.0% | Added |
| Teza Capital Management LLC | 107,522 | $4.02M | 0.87% | +37,671+53.9% | Added |
| Avantax Advisory Services, Inc. | 106,799 | $3.99M | 0.05% | −2,687−2.5% | Reduced |
| Landscape Capital Management, L.L.C. | 106,173 | $3.97M | 0.54% | +106,173 | New |
| NWF Advisory Services Inc. | 92,394 | $3.94M | 0.91% | +92,394 | New |
| Hoey Investments, Inc | 104,917 | $3.92M | 1.55% | +23,450+28.8% | Added |
| Ashton Thomas Private Wealth, LLC | 104,379 | $3.90M | 0.34% | −3,826−3.5% | Reduced |
| Winslow Asset Management Inc | 103,930 | $3.88M | 0.91% | +948+0.9% | Added |
| Clear Harbor Asset Management, LLC | 103,909 | $3.88M | 0.40% | −17,920−14.7% | Reduced |
| King Luther Capital Management Corp | 103,646 | $3.87M | 0.02% | −5,955−5.4% | Reduced |
| NBW Capital LLC | 103,335 | $3.86M | 0.94% | +48,972+90.1% | Added |
| Barr E S & Co | 102,351 | $3.83M | 0.32% | −1,350−1.3% | Reduced |
| Dorchester Wealth Management Co | 102,198 | $3.82M | 0.79% | +1,685+1.7% | Added |
| Unison Asset Management LLC | 102,022 | $3.81M | 2.89% | +140.0% | Added |
| Hoertkorn Richard Charles | 101,590 | $3.80M | 1.96% | −100−0.1% | Reduced |
| Alerus Financial NA | 100,921 | $3.77M | 0.34% | +3,682+3.8% | Added |
| California First Leasing Corp | 100,400 | $3.75M | 2.51% | 00.0% | Unchanged |
| RBF Capital, LLC | 100,000 | $3.74M | 0.27% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 99,938 | $3.74M | 0.08% | +38,575+62.9% | Added |
| Level Four Advisory Services, LLC | 99,887 | $3.73M | 0.24% | −702−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 99,758 | $3.73M | 0.08% | +64,772+185.1% | Added |
| Bahl & Gaynor Inc | 99,706 | $3.73M | 0.02% | −1,571−1.6% | Reduced |
| Madison Asset Management, LLC | 99,302 | $3.71M | 0.06% | +11,323+12.9% | Added |
| Imprint Wealth LLC | 98,777 | $3.69M | 2.43% | +98,777 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 98,693 | $3.69M | 0.43% | −4,300−4.2% | Reduced |
| Sowell Financial Services LLC | 98,135 | $3.67M | 0.28% | −53,883−35.4% | Reduced |
| Ieq Capital, LLC | 97,328 | $3.64M | 0.08% | −24,501−20.1% | Reduced |
| Assenagon Asset Management S.A. | 95,779 | $3.58M | 0.01% | −1,012−1.0% | Reduced |
| Apexium Financial, LP | 95,542 | $3.57M | 0.35% | +20.0% | Added |
| Brookmont Capital Management | 95,032 | $3.55M | 2.23% | +480+0.5% | Added |
| Concentric Wealth Management, LLC | 93,133 | $3.48M | 1.15% | +1,266+1.4% | Added |
| Vontobel Holding Ltd. | 92,988 | $3.48M | 0.03% | −78,458−45.8% | Reduced |
| Fragasso Group Inc. | 92,406 | $3.45M | 0.39% | −69,283−42.8% | Reduced |
| PEAK6 Investments LLC | 92,350 | $3.45M | 0.22% | −11,066−10.7% | Reduced |
| Western Financial Corp | 91,206 | $3.41M | 2.43% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 90,900 | $3.40M | 0.16% | 00.0% | Unchanged |
| Portman Square Capital LLP | 90,536 | $3.38M | 0.85% | +54,236+149.4% | Added |
| Cutler Group LP | 90,282 | $3.37M | 0.53% | +77,834+625.3% | Added |
| Cornercap Investment Counsel Inc | 89,814 | $3.36M | 0.59% | +579+0.6% | Added |
| Mill Capital Management, LLC | 89,585 | $3.35M | 0.34% | 00.0% | Unchanged |
| Altrafin AG | 89,390 | $3.34M | 1.64% | +4,727+5.6% | Added |
| Factorial Partners, LLC | 89,300 | $3.34M | 2.51% | +10,600+13.5% | Added |
| Vinva Investment Management Ltd | 88,884 | $3.32M | 0.28% | +88,884 | New |
| Kerrisdale Advisers, LLC | 88,821 | $3.32M | 0.98% | +5,369+6.4% | Added |
| Wedbush Securities Inc | 88,831 | $3.32M | 0.17% | +459+0.5% | Added |
| Banque Cantonale Vaudoise | 88,818 | $3.32M | 0.16% | −4,755−5.1% | Reduced |
| Elgethun Capital Management | 86,966 | $3.30M | 1.05% | −7,778−8.2% | Reduced |
| Gifford Fong Associates | 88,052 | $3.29M | 0.87% | 00.0% | Unchanged |
| Cetera Advisors LLC | 87,475 | $3.27M | 0.05% | +11,296+14.8% | Added |
| Richard Bernstein Advisors LLC | 87,160 | $3.26M | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 86,947 | $3.25M | 0.09% | −10,638−10.9% | Reduced |
| Regions Financial Corp | 86,733 | $3.24M | 0.03% | +458+0.5% | Added |
| Wesleyan Assurance Society | 86,500 | $3.23M | 0.37% | 00.0% | Unchanged |
| Independent Advisor Alliance | 86,300 | $3.23M | 0.16% | −3,680−4.1% | Reduced |
| Bard Financial Services, Inc. | 86,195 | $3.22M | 0.26% | −4,420−4.9% | Reduced |
| MAI Capital Management | 85,860 | $3.21M | 0.05% | −1,870−2.1% | Reduced |
| RFG Advisory, LLC | 85,544 | $3.20M | 0.16% | −298−0.3% | Reduced |
| United Services Automobile Association | 85,521 | $3.20M | 0.10% | −54,444−38.9% | Reduced |
| Woodward Diversified Capital, LLC | 85,513 | $3.20M | 2.51% | +226+0.3% | Added |
| McGinn Investment Management, Inc. | 85,512 | $3.20M | 2.43% | −21,479−20.1% | Reduced |
| Atria Wealth Solutions, Inc. | 85,084 | $3.18M | 0.05% | −7,170−7.8% | Reduced |
| Sigma Planning Corp | 85,031 | $3.18M | 0.11% | −753−0.9% | Reduced |
| National Asset Management, Inc. | 85,245 | $3.17M | 0.08% | −4,741−5.3% | Reduced |
| Alberta Investment Management Corp | 84,800 | $3.17M | 0.03% | −115,200−57.6% | Reduced |
| Bouvel Investment Partners, LLC | 83,141 | $3.11M | 1.82% | −236−0.3% | Reduced |
| Twin Capital Management Inc | 82,808 | $3.10M | 0.42% | −11,457−12.2% | Reduced |
| Guardian Capital Advisors LP | 78,963 | $3.09M | 0.36% | −9,160−10.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 82,631 | $3.09M | 0.01% | +52,917+178.1% | Added |
| Connable Office Inc | 82,587 | $3.09M | 0.45% | −294−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 81,624 | $3.05M | 0.06% | −667−0.8% | Reduced |
| Cipher Capital LP | 81,415 | $3.04M | 0.56% | −10,953−11.9% | Reduced |
| Tiaa, FSB | 81,073 | $3.03M | 0.01% | −5,753−6.6% | Reduced |
| Continental Advisors LLC | 80,402 | $3.01M | 2.77% | +24,000+42.6% | Added |
| Weik Capital Management | 79,993 | $2.99M | 1.37% | −125−0.2% | Reduced |
| Orion Portfolio Solutions, LLC | 79,980 | $2.99M | 0.04% | +37,341+87.6% | Added |
| Brinker Capital Investments, LLC | 79,980 | $2.99M | 0.04% | +41,485+107.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 79,749 | $2.98M | 0.70% | +1,538+2.0% | Added |
| Asio Capital, LLC | 79,150 | $2.96M | 0.77% | −26,209−24.9% | Reduced |
| Cynosure Management, LLC | 78,995 | $2.95M | 4.46% | −89,112−53.0% | Reduced |
| Schnieders Capital Management LLC | 78,890 | $2.95M | 0.66% | +5,625+7.7% | Added |
| Culbertson A N & Co Inc | 78,602 | $2.94M | 0.60% | +2,065+2.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 78,529 | $2.94M | 0.08% | +2,866+3.8% | Added |
| Cresset Asset Management, LLC | 78,145 | $2.92M | 0.06% | −753−1.0% | Reduced |
| Bradley Foster & Sargent Inc | 77,608 | $2.90M | 0.07% | +880+1.1% | Added |
| One River Asset Management, LLC | 77,480 | $2.90M | 2.14% | +26,452+51.8% | Added |
| Mission Wealth Management, LP | 77,435 | $2.89M | 0.12% | +3,419+4.6% | Added |