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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 39,000 | $1.46M | 0.09% | −10,275−20.9% | Reduced |
| SeaCrest Wealth Management, LLC | 38,834 | $1.45M | 0.20% | −1,228−3.1% | Reduced |
| ICA Group Wealth Management, LLC | 38,758 | $1.45M | 0.35% | −343−0.9% | Reduced |
| Cunning Capital Partners, LP | 38,675 | $1.45M | 0.99% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 38,587 | $1.44M | 0.10% | −176−0.5% | Reduced |
| NBT Bank N A | 38,534 | $1.44M | 0.21% | −1,805−4.5% | Reduced |
| Miller Investment Management, LP | 38,182 | $1.43M | 0.24% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 37,932 | $1.42M | 0.33% | 00.0% | Unchanged |
| One Capital Management, LLC | 37,675 | $1.41M | 0.07% | +1,020+2.8% | Added |
| Yarbrough Capital, LLC | 37,485 | $1.40M | 0.11% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 37,476 | $1.40M | 0.05% | −137,954−78.6% | Reduced |
| CM Wealth Advisors LLC | 35,283 | $1.39M | 0.27% | +35,283 | New |
| Selway Asset Management | 37,200 | $1.39M | 0.67% | +18,400+97.9% | Added |
| Lincoln National Corp | 37,190 | $1.39M | 0.03% | −3,907−9.5% | Reduced |
| We Are One Seven, LLC | 37,080 | $1.39M | 0.09% | −115−0.3% | Reduced |
| Iams Wealth Management, LLC | 36,862 | $1.38M | 1.15% | +16,201+78.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 36,901 | $1.38M | 0.06% | +1,554+4.4% | Added |
| Coppell Advisory Solutions LLC | 36,782 | $1.38M | 0.47% | +7,105+23.9% | Added |
| Coppell Advisory Solutions Corp. | 36,782 | $1.38M | 0.47% | +7,105+23.9% | Added |
| American Money Management, LLC | 36,816 | $1.38M | 0.37% | −2,566−6.5% | Reduced |
| Columbus Macro, LLC | 36,129 | $1.37M | 0.51% | +191+0.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,444 | $1.36M | 0.27% | +79+0.2% | Added |
| Sepio Capital, LP | 36,436 | $1.36M | 0.13% | −3,418−8.6% | Reduced |
| Trinity Financial Advisors LLC | 36,303 | $1.36M | 0.83% | +446+1.2% | Added |
| Choate Investment Advisors | 36,197 | $1.35M | 0.07% | +266+0.7% | Added |
| MYDA Advisors LLC | 36,000 | $1.35M | 0.57% | +36,000 | New |
| Private Trust Co NA | 35,881 | $1.34M | 0.18% | −464−1.3% | Reduced |
| Kula Investments, LLC | 35,725 | $1.34M | 0.33% | −1,390−3.7% | Reduced |
| SYSTM Wealth Solutions LLC | 35,696 | $1.33M | 0.21% | −18,533−34.2% | Reduced |
| Ronald Blue Trust, Inc. | 32,288 | $1.33M | 0.02% | −784−2.4% | Reduced |
| Clarius Group, LLC | 35,656 | $1.33M | 0.11% | +5,736+19.2% | Added |
| Signaturefd, LLC | 35,575 | $1.33M | 0.04% | +1,226+3.6% | Added |
| Neville Rodie & Shaw Inc | 35,552 | $1.33M | 0.12% | −500−1.4% | Reduced |
| Cove Street Capital, LLC | 35,500 | $1.33M | 0.40% | −5,300−13.0% | Reduced |
| United Fire Group Inc | 35,086 | $1.31M | 0.82% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 35,005 | $1.31M | 0.18% | +480+1.4% | Added |
| Chemistry Wealth Management LLC | 34,925 | $1.31M | 0.45% | −995−2.8% | Reduced |
| Axq Capital, LP | 34,900 | $1.30M | 0.52% | +34,900 | New |
| Compagnie Lombard Odier SCmA | 34,759 | $1.30M | 0.03% | −3,830−9.9% | Reduced |
| Conning Inc. | 34,706 | $1.30M | 0.04% | −104−0.3% | Reduced |
| Country Club Bank | 34,705 | $1.30M | 0.11% | +438+1.3% | Added |
| Joel Isaacson & Co., LLC | 34,704 | $1.30M | 0.09% | +6,874+24.7% | Added |
| Avestar Capital, LLC | 34,700 | $1.30M | 0.26% | −6,241−15.2% | Reduced |
| Bennett Selby Investments LP | 34,610 | $1.29M | 0.85% | −344−1.0% | Reduced |
| Ritholtz Wealth Management | 34,587 | $1.29M | 0.06% | −6,159−15.1% | Reduced |
| Keystone Wealth Services, LLC | 34,508 | $1.29M | 0.53% | −23−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 34,387 | $1.29M | 0.13% | −4,881−12.4% | Reduced |
| Northwest Capital Management Inc | 34,373 | $1.28M | 0.62% | −473−1.4% | Reduced |
| Sendero Wealth Management, LLC | 34,277 | $1.28M | 0.39% | −3,910−10.2% | Reduced |
| Gotham Asset Management, LLC | 34,082 | $1.27M | 0.03% | −1,317−3.7% | Reduced |
| Abner Herrman & Brock LLC | 34,040 | $1.27M | 0.19% | +20,434+150.2% | Added |
| Circle Wealth Management, LLC | 33,884 | $1.27M | 0.18% | −2,348−6.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 33,834 | $1.26M | 0.81% | −707−2.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,733 | $1.26M | 0.11% | +3,048+9.9% | Added |
| Diversified Trust Co | 33,718 | $1.26M | 0.05% | −436−1.3% | Reduced |
| Coldstream Capital Management Inc | 33,340 | $1.25M | 0.04% | −2,460−6.9% | Reduced |
| Mystic Asset Management, Inc. | 32,892 | $1.23M | 0.68% | −429−1.3% | Reduced |
| Applied Capital LLC | 32,804 | $1.23M | 1.22% | −944−2.8% | Reduced |
| Balentine LLC | 32,736 | $1.22M | 0.04% | −7,427−18.5% | Reduced |
| Continuum Advisory, LLC | 32,691 | $1.22M | 0.21% | −541−1.6% | Reduced |
| 44 Wealth Management LLC | 32,641 | $1.22M | 0.41% | +1,094+3.5% | Added |
| Duff & Phelps Investment Management Co | 32,640 | $1.22M | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 32,574 | $1.22M | 0.03% | +2,764+9.3% | Added |
| Naviter Wealth, LLC | 32,452 | $1.21M | 0.42% | +818+2.6% | Added |
| Mountain Pacific Investment Advisers Inc | 32,303 | $1.21M | 0.09% | −195−0.6% | Reduced |
| Sterneck Capital Management, LLC | 32,249 | $1.21M | 0.76% | +92+0.3% | Added |
| Vista Investment Management | 32,205 | $1.20M | 0.64% | +1,826+6.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.20M | 0.47% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 32,158 | $1.20M | 0.15% | +293+0.9% | Added |
| Lodestar Private Asset Management LLC | 32,081 | $1.20M | 0.21% | +7,000+27.9% | Added |
| Foresight Global Investors, Inc. | 32,063 | $1.20M | 0.86% | +32,063 | New |
| AF Advisors, Inc. | 32,040 | $1.20M | 0.46% | 00.0% | Unchanged |
| DFPG Investments, LLC | 31,938 | $1.19M | 0.13% | +12,713+66.1% | Added |
| Johnson Financial Group, Inc. | 31,893 | $1.19M | 0.08% | +2,669+9.1% | Added |
| Smith Shellnut Wilson LLC | 31,856 | $1.19M | 0.72% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 31,820 | $1.19M | 0.20% | −9,971−23.9% | Reduced |
| Marco Investment Management LLC | 31,798 | $1.19M | 0.13% | +2,500+8.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 31,715 | $1.19M | 0.24% | +4,424+16.2% | Added |
| Vestmark Advisory Solutions, Inc. | 31,644 | $1.18M | 0.05% | −1,389−4.2% | Reduced |
| Parallel Advisors, LLC | 31,597 | $1.18M | 0.04% | −1,781−5.3% | Reduced |
| Granite Investment Partners, LLC | 31,587 | $1.18M | 0.05% | −32,997−51.1% | Reduced |
| Silvercrest Asset Management Group LLC | 31,584 | $1.18M | 0.01% | −446−1.4% | Reduced |
| Founders Financial Securities LLC | 31,331 | $1.17M | 0.17% | +317+1.0% | Added |
| Drive Wealth Management, LLC | 31,328 | $1.17M | 0.49% | +1,050+3.5% | Added |
| Brighton Jones LLC | 31,024 | $1.16M | 0.07% | +315+1.0% | Added |
| Everett Harris & Co | 30,925 | $1.16M | 0.02% | −174−0.6% | Reduced |
| Grimes & Company, Inc. | 30,905 | $1.16M | 0.05% | +50+0.2% | Added |
| Chicago Partners Investment Group LLC | 27,838 | $1.15M | 0.07% | +2,331+9.1% | Added |
| Scott & Selber, Inc. | 30,527 | $1.14M | 0.49% | +57+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 30,436 | $1.14M | 0.04% | −1,277−4.0% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $1.14M | 0.09% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 30,385 | $1.14M | 1.17% | −100−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 30,344 | $1.13M | 0.19% | +14,722+94.2% | Added |
| Shelton Wealth Management, LLC | 30,259 | $1.13M | 0.92% | +74+0.2% | Added |
| Meridian Investment Counsel Inc. | 30,241 | $1.13M | 0.43% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 30,123 | $1.13M | 0.07% | +12,223+68.3% | Added |
| Carlson Capital Management | 30,031 | $1.12M | 0.07% | +2,964+11.0% | Added |
| Affinity Investment Advisors, LLC | 29,973 | $1.12M | 0.60% | −36,876−55.2% | Reduced |
| Lee Financial Co | 29,906 | $1.12M | 0.19% | −4,259−12.5% | Reduced |
| Fidelis Capital Partners, LLC | 29,300 | $1.11M | 0.47% | +29,300 | New |