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 |
|---|---|---|---|---|---|
| Easterly Investment Partners LLC | 77,320 | $2.89M | 0.26% | −350.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 77,000 | $2.88M | 0.44% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 76,755 | $2.87M | 0.29% | −834−1.1% | Reduced |
| Bridgeway Capital Management, LLC | 76,508 | $2.86M | 0.08% | −673−0.9% | Reduced |
| Stephens Inc | 76,404 | $2.86M | 0.05% | +6,069+8.6% | Added |
| Huntington National Bank | 76,395 | $2.86M | 0.03% | −465−0.6% | Reduced |
| Aspen Grove Capital, LLC | 76,127 | $2.85M | 1.24% | −3,040−3.8% | Reduced |
| Bessemer Group Inc | 75,351 | $2.82M | 0.01% | −2,374−3.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 75,250 | $2.81M | 0.59% | −3,870−4.9% | Reduced |
| Cna Financial Corp | 75,000 | $2.80M | 1.69% | +75,000 | New |
| Lawson Kroeker Investment Management Inc | 74,919 | $2.80M | 0.63% | +68,944+1,153.9% | Added |
| ARGA Investment Management, LP | 74,909 | $2.80M | 0.10% | −5,025−6.3% | Reduced |
| Savant Capital, LLC | 74,823 | $2.80M | 0.05% | +12,503+20.1% | Added |
| HighMark Wealth Management LLC | 74,742 | $2.79M | 2.18% | +13,650+22.3% | Added |
| Investment Management of Virginia LLC | 74,694 | $2.79M | 0.53% | +3,082+4.3% | Added |
| Synovus Financial Corp | 74,352 | $2.78M | 0.03% | −1,153−1.5% | Reduced |
| Welch & Forbes LLC | 73,300 | $2.74M | 0.05% | −814−1.1% | Reduced |
| Boston Private Wealth LLC | 72,767 | $2.72M | 0.04% | −3,781−4.9% | Reduced |
| World Equity Group, Inc. | 49,797 | $2.71M | 0.46% | +49,797 | New |
| Bell & Brown Wealth Advisors, LLC | 72,395 | $2.71M | 1.44% | −25,443−26.0% | Reduced |
| Fiduciary Trust Co | 72,356 | $2.70M | 0.05% | −10,621−12.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 71,992 | $2.69M | 0.19% | +9,449+15.1% | Added |
| Montag A & Associates Inc | 71,660 | $2.68M | 0.18% | −15,098−17.4% | Reduced |
| Transcend Wealth Collective, LLC | 71,436 | $2.67M | 0.28% | +1,788+2.6% | Added |
| Pinnacle Financial Partners Inc | 71,358 | $2.67M | 0.07% | +293+0.4% | Added |
| Pinnacle Bancorp, Inc. | 71,086 | $2.66M | 0.98% | +562+0.8% | Added |
| Gladius Capital Management LP | 70,700 | $2.64M | 0.81% | +57,620+440.5% | Added |
| Karpas Strategies, LLC | 70,327 | $2.63M | 0.93% | +247+0.4% | Added |
| Moors & Cabot, Inc. | 70,153 | $2.62M | 0.18% | +3,228+4.8% | Added |
| Moody National Bank Trust Division | 69,678 | $2.60M | 0.22% | −59−0.1% | Reduced |
| Lee Danner & Bass Inc | 69,024 | $2.58M | 0.24% | −750−1.1% | Reduced |
| Burney Co | 68,921 | $2.58M | 0.13% | −1,169−1.7% | Reduced |
| SWS Partners | 68,118 | $2.55M | 0.95% | −2,265−3.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 68,555 | $2.54M | 1.06% | −64,454−48.5% | Reduced |
| Argent Trust Co | 67,901 | $2.54M | 0.16% | +3,902+6.1% | Added |
| Sawtooth Solutions, LLC | 67,779 | $2.53M | 0.07% | +38,840+134.2% | Added |
| Credit Agricole S A | 67,462 | $2.52M | 0.11% | −13,299−16.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 67,023 | $2.51M | 0.04% | +1,388+2.1% | Added |
| Shell Asset Management Co | 66,778 | $2.50M | 0.10% | +175+0.3% | Added |
| Summit Trail Advisors, LLC | 66,676 | $2.49M | 0.10% | +46,046+223.2% | Added |
| InterOcean Capital Group, LLC | 66,361 | $2.48M | 0.08% | +30,409+84.6% | Added |
| RMB Capital Management, LLC | 66,270 | $2.48M | 0.09% | −10.0% | Reduced |
| S&CO Inc | 66,003 | $2.47M | 0.21% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 65,634 | $2.45M | 0.09% | −6,586−9.1% | Reduced |
| Perkins Coie Trust Co | 65,166 | $2.44M | 0.73% | +1,041+1.6% | Added |
| Greenleaf Trust | 64,955 | $2.43M | 0.03% | +6,400+10.9% | Added |
| Horizon Investments, LLC | 65,277 | $2.42M | 0.07% | +3,704+6.0% | Added |
| FDx Advisors, Inc. | 58,557 | $2.42M | 0.11% | 00.0% | Unchanged |
| Shelton Capital Management | 64,555 | $2.41M | 0.10% | +38,055+143.6% | Added |
| Parcion Private Wealth LLC | 64,117 | $2.40M | 0.25% | +53+0.1% | Added |
| Brown Brothers Harriman & Co | 64,079 | $2.40M | 0.02% | −2,710−4.1% | Reduced |
| Kestra Private Wealth Services, LLC | 64,020 | $2.39M | 0.10% | +10,397+19.4% | Added |
| Ergoteles LLC | 63,760 | $2.38M | 0.09% | −33,854−34.7% | Reduced |
| Toroso Investments, LLC | 63,300 | $2.37M | 0.08% | +3,546+5.9% | Added |
| Pathstone Family Office, LLC | 67,726 | $2.36M | 0.04% | −33,303−33.0% | Reduced |
| Verdence Capital Advisors LLC | 62,161 | $2.32M | 0.28% | +4,246+7.3% | Added |
| Lowe Brockenbrough & Co Inc | 62,140 | $2.32M | 0.19% | −2,800−4.3% | Reduced |
| Goelzer Investment Management, Inc. | 61,815 | $2.31M | 0.20% | −19,129−23.6% | Reduced |
| IMS Capital Management | 61,568 | $2.30M | 1.37% | −665−1.1% | Reduced |
| True North Advisors, LLC | 61,194 | $2.29M | 0.68% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 61,157 | $2.29M | 0.07% | −2,078−3.3% | Reduced |
| Argyle Capital Management Inc. | 60,793 | $2.27M | 0.80% | +2,640+4.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 60,588 | $2.26M | 0.10% | −2,264−3.6% | Reduced |
| Logan Capital Management Inc | 60,535 | $2.26M | 0.11% | +2,964+5.1% | Added |
| Veritable, L.P. | 59,575 | $2.23M | 0.04% | +2,084+3.6% | Added |
| Bleakley Financial Group, LLC | 59,252 | $2.21M | 0.07% | −1,922−3.1% | Reduced |
| Robinson Value Management, Ltd. | 58,839 | $2.20M | 1.69% | −458−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 58,485 | $2.19M | 0.06% | −64,259−52.4% | Reduced |
| XTX Topco Ltd | 58,372 | $2.18M | 0.46% | +1,887+3.3% | Added |
| Kingsview Wealth Management, LLC | 58,207 | $2.18M | 0.09% | −1,597−2.7% | Reduced |
| Sumitomo Life Insurance Co | 58,022 | $2.17M | 0.18% | +18,362+46.3% | Added |
| Allworth Financial LP | 57,647 | $2.15M | 0.02% | −1,367−2.3% | Reduced |
| Focus Financial Network, Inc. | 57,573 | $2.15M | 0.13% | +278+0.5% | Added |
| London Co of Virginia | 57,331 | $2.14M | 0.01% | +5,773+11.2% | Added |
| Valeo Financial Advisors, LLC | 57,212 | $2.14M | 0.10% | −2,754−4.6% | Reduced |
| Stonebridge Capital Advisors LLC | 57,195 | $2.14M | 0.24% | −50−0.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 57,030 | $2.13M | 0.03% | −10,875−16.0% | Reduced |
| Cooke & Bieler LP | 56,902 | $2.13M | 0.02% | −50,150−46.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 56,838 | $2.12M | 0.24% | +14,303+33.6% | Added |
| Kanawha Capital Management LLC | 56,670 | $2.12M | 0.20% | −4,683−7.6% | Reduced |
| Quantinno Capital Management LP | 56,428 | $2.11M | 0.14% | +4,505+8.7% | Added |
| Wetherby Asset Management Inc | 56,226 | $2.10M | 0.12% | −2,379−4.1% | Reduced |
| Veriti Management LLC | 55,931 | $2.09M | 0.25% | −917−1.6% | Reduced |
| SOL Capital Management CO | 55,368 | $2.07M | 0.34% | −200−0.4% | Reduced |
| Pictet Bank & Trust Ltd | 55,335 | $2.07M | 1.44% | −18,158−24.7% | Reduced |
| Mitchell Sinkler & Starr | 55,125 | $2.06M | 0.61% | 00.0% | Unchanged |
| Winton Group Ltd | 55,071 | $2.06M | 0.13% | +55,071 | New |
| Snowden Capital Advisors LLC | 54,971 | $2.05M | 0.08% | −4,442−7.5% | Reduced |
| Oldfather Financial Services, LLC | 54,790 | $2.05M | 1.06% | +20,003+57.5% | Added |
| IFP Advisors, Inc | 42,427 | $2.05M | 0.10% | −18,340−30.2% | Reduced |
| Legato Capital Management LLC | 54,661 | $2.04M | 0.37% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 53,710 | $2.01M | 0.02% | −205−0.4% | Reduced |
| WCG Wealth Advisors LLC | 53,587 | $2.00M | 0.26% | +2,087+4.1% | Added |
| Walter & Keenan Financial Consulting Co | 53,341 | $1.99M | 0.76% | −766−1.4% | Reduced |
| Winning Points Advisors, LLC | 53,006 | $1.98M | 2.39% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 52,923 | $1.98M | 0.05% | +4,652+9.6% | Added |
| LGT Group Foundation | 52,689 | $1.97M | 0.06% | +3,600+7.3% | Added |
| Gilder Gagnon Howe & Co LLC | 52,330 | $1.96M | 0.03% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 52,145 | $1.95M | 0.25% | +5,669+12.2% | Added |
| KG&L Capital Management,LLC | 52,025 | $1.94M | 1.02% | +4,890+10.4% | Added |