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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 51,879 | $1.94M | 0.14% | −3,137−5.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 51,399 | $1.92M | 0.49% | +273+0.5% | Added |
| Brookfield Asset Management Inc. | 51,336 | $1.92M | 0.01% | −13,075−20.3% | Reduced |
| Blackhawk Capital Partners LLC. | 51,264 | $1.92M | 1.40% | +1,872+3.8% | Added |
| AlphaStar Capital Management, LLC | 48,371 | $1.92M | 0.16% | +20,977+76.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 50,732 | $1.90M | 0.22% | +50,732 | New |
| Meitav Dash Investments Ltd | 49,512 | $1.89M | 0.03% | −7,342−12.9% | Reduced |
| Avidian Wealth Solutions, LLC | 50,437 | $1.89M | 0.10% | +7,978+18.8% | Added |
| FengHe Fund Management Pte. Ltd. | 50,300 | $1.88M | 0.42% | +50,300 | New |
| Private Asset Management Inc | 50,296 | $1.88M | 0.31% | −2,636−5.0% | Reduced |
| Associated Banc-Corp | 50,279 | $1.88M | 0.08% | −870−1.7% | Reduced |
| Profund Advisors LLC | 50,185 | $1.88M | 0.12% | −22,676−31.1% | Reduced |
| Bullseye Investment Management, LLC | 50,163 | $1.88M | 1.37% | +50,163 | New |
| Haverford Trust Co | 50,031 | $1.87M | 0.02% | +4,577+10.1% | Added |
| Aft, Forsyth & Sober, LLC | 50,000 | $1.87M | 0.95% | −1,500−2.9% | Reduced |
| Iat Reinsurance Co Ltd. | 50,000 | $1.87M | 0.38% | 00.0% | Unchanged |
| Anson Funds Management LP | 50,000 | $1.87M | 0.59% | +10,000+25.0% | Added |
| White Pine Capital LLC | 49,920 | $1.87M | 0.72% | −350−0.7% | Reduced |
| HM Payson & Co | 49,724 | $1.86M | 0.04% | −480−1.0% | Reduced |
| Silvant Capital Management LLC | 49,513 | $1.85M | 0.12% | −1,015−2.0% | Reduced |
| Checchi Capital Advisers, LLC | 49,480 | $1.85M | 0.18% | −22,734−31.5% | Reduced |
| Centaurus Financial, Inc. | 49,407 | $1.85M | 0.15% | +8,954+22.1% | Added |
| Robertson Stephens Wealth Management, LLC | 49,251 | $1.84M | 0.15% | +4,559+10.2% | Added |
| Shayne & Co., LLC | 49,239 | $1.84M | 1.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 49,222 | $1.84M | 0.04% | −18,041−26.8% | Reduced |
| Pring Turner Capital Group Inc | 48,847 | $1.83M | 1.81% | +796+1.7% | Added |
| Wesbanco Bank Inc | 48,768 | $1.82M | 0.08% | −168−0.3% | Reduced |
| Global Frontier Investments LLC | 48,661 | $1.82M | 0.82% | 00.0% | Unchanged |
| PFS Investments Inc. | 47,687 | $1.81M | 0.03% | +2,658+5.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48,336 | $1.81M | 0.12% | −740−1.5% | Reduced |
| Meeder Advisory Services, Inc. | 48,295 | $1.81M | 0.21% | +428+0.9% | Added |
| Buckingham Strategic Wealth, LLC | 43,566 | $1.80M | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 47,917 | $1.79M | 0.09% | −20.0% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 47,872 | $1.79M | 0.65% | +617+1.3% | Added |
| Somerset Group LLC | 47,629 | $1.78M | 1.55% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 47,543 | $1.78M | 0.23% | +5,015+11.8% | Added |
| Pitcairn Co | 47,441 | $1.77M | 0.16% | +9,498+25.0% | Added |
| Trust Asset Management LLC | 47,346 | $1.77M | 0.20% | +1,717+3.8% | Added |
| Qtron Investments LLC | 47,094 | $1.76M | 0.36% | −2,421−4.9% | Reduced |
| Foster Group, Inc. | 47,013 | $1.76M | 0.11% | −917−1.9% | Reduced |
| Xcel Wealth Management, LLC | 46,903 | $1.75M | 0.62% | +1,230+2.7% | Added |
| Fosun International Ltd | 46,782 | $1.75M | 0.16% | +11,647+33.1% | Added |
| Pavion Blue Capital, LLC | 46,772 | $1.75M | 1.08% | +1,767+3.9% | Added |
| Cigna Investments Inc | 46,561 | $1.74M | 0.35% | −529−1.1% | Reduced |
| Crestwood Advisors Group LLC | 46,568 | $1.74M | 0.06% | +131+0.3% | Added |
| Mark Stevens | 46,487 | $1.74M | 0.22% | +705+1.5% | Added |
| Fund Management at Engine No. 1 LLC | 46,221 | $1.73M | 0.35% | +4,275+10.2% | Added |
| Bank of Stockton | 46,180 | $1.73M | 0.60% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 46,012 | $1.72M | 0.56% | +25,030+119.3% | Added |
| Union Heritage Capital, LLC | 45,970 | $1.72M | 1.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 45,805 | $1.71M | 0.11% | +4,024+9.6% | Added |
| Paradigm Asset Management Co LLC | 45,802 | $1.71M | 0.47% | −250−0.5% | Reduced |
| Global Retirement Partners, LLC | 44,139 | $1.71M | 0.09% | +2,634+6.3% | Added |
| Graham Capital Management, L.P. | 45,395 | $1.70M | 0.06% | −24,396−35.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 45,261 | $1.69M | 0.03% | −5,344−10.6% | Reduced |
| Equitable Holdings, Inc. | 44,892 | $1.68M | 0.03% | +803+1.8% | Added |
| Central Trust Co | 44,205 | $1.65M | 0.05% | +6,370+16.8% | Added |
| Round Hill Asset Management | 44,157 | $1.65M | 1.03% | +44,157 | New |
| Bank Pictet & Cie (Asia) Ltd | 43,850 | $1.64M | 0.55% | −4,626−9.5% | Reduced |
| Lakeview Capital Partners, LLC | 42,761 | $1.64M | 0.51% | −779−1.8% | Reduced |
| Azimuth Capital Investment Management LLC | 43,690 | $1.63M | 0.08% | −1,300−2.9% | Reduced |
| Centiva Capital, LP | 43,680 | $1.63M | 0.09% | +38,938+821.1% | Added |
| Engineers Gate Manager LP | 43,558 | $1.63M | 0.07% | −156,378−78.2% | Reduced |
| Advisors Asset Management, Inc. | 43,486 | $1.63M | 0.03% | −2,052−4.5% | Reduced |
| Capital Investment Counsel, Inc | 43,476 | $1.63M | 0.37% | −7,369−14.5% | Reduced |
| RSM US Wealth Management LLC | 43,286 | $1.62M | 0.06% | +26,208+153.5% | Added |
| Hyman Charles D | 43,140 | $1.61M | 0.11% | −6,940−13.9% | Reduced |
| Alpha DNA Investment Management LLC | 42,967 | $1.61M | 0.82% | +3,368+8.5% | Added |
| DoubleLine ETF Adviser LP | 42,760 | $1.60M | 0.68% | −10,979−20.4% | Reduced |
| CMT Capital Markets Trading GmbH | 42,500 | $1.59M | 1.93% | +17,500+70.0% | Added |
| Cohen Investment Advisors LLC | 42,444 | $1.59M | 1.25% | −85−0.2% | Reduced |
| Gs Investments, Inc. | 42,400 | $1.58M | 0.92% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 42,383 | $1.58M | 0.14% | −2,077−4.7% | Reduced |
| Park Avenue Securities LLC | 42,192 | $1.58M | 0.03% | −1,921−4.4% | Reduced |
| 3Chopt Investment Partners, LLC | 41,832 | $1.56M | 0.83% | −2,360−5.3% | Reduced |
| Rocky Mountain Advisers, LLC | 41,675 | $1.56M | 0.83% | −900−2.1% | Reduced |
| Heartland Advisors Inc | 41,483 | $1.55M | 0.10% | +12,577+43.5% | Added |
| Meridian Wealth Partners, LLC | 41,430 | $1.55M | 0.34% | −105−0.3% | Reduced |
| Quad-Cities Investment Group, LLC | 41,417 | $1.55M | 1.07% | +8,629+26.3% | Added |
| Triangle Securities Wealth Management | 41,043 | $1.53M | 0.55% | −600−1.4% | Reduced |
| Garda Capital Partners LP | 41,029 | $1.53M | 1.34% | −42,325−50.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 40,977 | $1.53M | 0.02% | −254,641−86.1% | Reduced |
| CAPROCK Group, Inc. | 40,953 | $1.53M | 0.12% | +5,019+14.0% | Added |
| Forum Financial Management, LP | 40,919 | $1.53M | 0.04% | +284+0.7% | Added |
| Stonegate Investment Group, LLC | 40,882 | $1.53M | 0.06% | −1,013−2.4% | Reduced |
| Bridgefront Capital, LLC | 40,331 | $1.51M | 0.92% | +40,331 | New |
| Beese Fulmer Investment Management, Inc. | 40,321 | $1.51M | 0.17% | −1,940−4.6% | Reduced |
| Foundations Investment Advisors, LLC | 40,273 | $1.51M | 0.05% | +4,311+12.0% | Added |
| Hedges Asset Management LLC | 40,100 | $1.50M | 1.27% | +1,000+2.6% | Added |
| Spears Abacus Advisors LLC | 40,047 | $1.50M | 0.13% | −100−0.2% | Reduced |
| Cullinan Associates Inc | 40,015 | $1.50M | 0.09% | +534+1.4% | Added |
| Auxier Asset Management | 39,867 | $1.49M | 0.26% | +3,300+9.0% | Added |
| St. Louis Financial Planners Asset Management, LLC | 39,691 | $1.48M | 1.69% | +6,648+20.1% | Added |
| NorthRock Partners, LLC | 39,606 | $1.48M | 0.16% | +4,873+14.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 39,625 | $1.48M | 0.07% | +13,604+52.3% | Added |
| AIA Group Ltd | 39,503 | $1.48M | 0.08% | +3,977+11.2% | Added |
| Evercore Wealth Management, LLC | 39,347 | $1.47M | 0.03% | +124+0.3% | Added |
| HB Wealth Management, LLC | 39,339 | $1.47M | 0.03% | −4,008−9.2% | Reduced |
| Capital International Sarl | 39,093 | $1.46M | 0.07% | +28,857+281.9% | Added |
| Jackson Hole Capital Partners, LLC | 38,892 | $1.46M | 0.39% | −1,207−3.0% | Reduced |