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, Q2 2023
Institutional positions in Wells Fargo & Company as of Jun 30, 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
- 1,996
- +15 vs. Q1 2023
- Shares held
- 2.71B
- −57.4M (−2.1%) vs. Q1 2023
- Total value
- $115.4B
- +$11.9B (+11.5%) vs. Q1 2023
- New holders
- 162
- 633 more added
- Sold out
- 147
- 909 more reduced
12 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 3,831,518 | $170 | 0.02% | +3,831,518 | New |
| Safeguard Financial, LLC | 16 | $1.00K | 0.00% | +16 | New |
| USA Financial Portformulas Corp | 25 | $1.07K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 26 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 43 | $1.73K | 0.01% | +6+16.2% | Added |
| ClariVest Asset Management LLC | 45 | $2.00K | 0.00% | −33−42.3% | Reduced |
| Delos Wealth Advisors, LLC | 50 | $2.13K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 60 | $2.56K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 63 | $2.69K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 64 | $2.71K | 0.00% | −110−63.2% | Reduced |
| Albion Financial Group | 67 | $2.86K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 68 | $2.90K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 80 | $3.00K | 0.00% | −1,340−94.4% | Reduced |
| AlphaMark Advisors, LLC | 80 | $3.00K | 0.00% | −420−84.0% | Reduced |
| Your Advocates Ltd., LLP | 73 | $3.10K | 0.00% | +1+1.4% | Added |
| Delta Accumulation, LLC | 73 | $3.12K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 79 | $3.37K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 85 | $3.63K | 0.00% | −85−50.0% | Reduced |
| Toth Financial Advisory Corp | 93 | $3.97K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $4.27K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 101 | $4.31K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 108 | $4.61K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 113 | $4.82K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 138 | $5.00K | 0.00% | +138 | New |
| Insight Financial Services | 118 | $5.04K | 0.01% | +118 | New |
| PayPay Securities Corp | 140 | $5.97K | 0.37% | −34−19.5% | Reduced |
| TSFG, LLC | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 145 | $6.19K | 0.00% | +40+38.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 151 | $6.45K | 0.00% | +151 | New |
| Center for Financial Planning, Inc. | 156 | $6.66K | 0.00% | −200−56.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 160 | $6.83K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 165 | $7.04K | 0.00% | −227−57.9% | Reduced |
| Castleview Partners, LLC | 168 | $7.17K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 179 | $7.64K | 0.00% | −63−26.0% | Reduced |
| Lansing Street Advisors | 181 | $7.74K | 0.00% | +1+0.6% | Added |
| Princeton Global Asset Management LLC | 193 | $8.22K | 0.00% | +2+1.0% | Added |
| Red Tortoise LLC | 193 | $8.24K | 0.01% | −218−53.0% | Reduced |
| Motco | 205 | $8.75K | 0.00% | +123+150.0% | Added |
| Kozak & Associates, Inc. | 214 | $9.28K | 0.00% | +2+0.9% | Added |
| Gleason Group, Inc. | 221 | $9.44K | 0.00% | +2+0.9% | Added |
| 25 LLC | 218 | $9.54K | 0.01% | +12+5.8% | Added |
| Fiduciary Alliance LLC | 233 | $9.94K | 0.00% | +233 | New |
| Coston, McIsaac & Partners | 257 | $10.0K | 0.00% | +1+0.4% | Added |
| Carmel Capital Partners, LLC | 250 | $10.7K | 0.01% | −64−20.4% | Reduced |
| Norwood Financial Corp | 250 | $10.7K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 255 | $10.9K | 0.00% | +255 | New |
| CGC Financial Services, LLC | 280 | $11.9K | 0.01% | +280 | New |
| V-Square Quantitative Management LLC | 285 | $12.2K | 0.01% | +285 | New |
| ORG Partners LLC | 301 | $12.6K | 0.00% | +301 | New |
| Westside Investment Management, Inc. | 300 | $12.8K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $12.8K | 0.01% | +300 | New |
| Hanson & Doremus Investment Management | 295 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 308 | $13.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 311 | $13.3K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 318 | $13.6K | 0.01% | +318 | New |
| Archer Investment Corp | 341 | $14.6K | 0.01% | −450−56.9% | Reduced |
| America First Investment Advisors, LLC | 341 | $14.6K | 0.00% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 350 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 345 | $15.0K | 0.00% | +345 | New |
| Newton One Investments LLC | 353 | $15.0K | 0.01% | +3+0.9% | Added |
| Stephens Consulting, LLC | 355 | $15.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 366 | $15.6K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 395 | $16.9K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 398 | $17.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 415 | $17.0K | 0.01% | +4+1.0% | Added |
| Nalls Sherbakoff Group, LLC | 440 | $17.5K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 438 | $17.6K | 0.00% | −300−40.7% | Reduced |
| MB, Levis & Associates, LLC | 415 | $17.7K | 0.01% | −98−19.1% | Reduced |
| Byrne Asset Management LLC | 450 | $19.0K | 0.01% | −449−49.9% | Reduced |
| Knott David M Jr | 438 | $19.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 449 | $19.2K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 457 | $19.5K | 0.01% | +3+0.7% | Added |
| JDM Financial Group LLC | 465 | $19.8K | 0.02% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 468 | $20.0K | 0.01% | +468 | New |
| Sanctuary Wealth Management, L.L.C. | 477 | $20.4K | 0.02% | +477 | New |
| Bellevue Asset Management, LLC | 480 | $20.5K | 0.01% | −847−63.8% | Reduced |
| Arlington Partners LLC | 485 | $20.7K | 0.00% | −119−19.7% | Reduced |
| Live Oak Investment Partners | – | $21.3K | 0.02% | – | – |
| Horizon Bancorp Inc | 519 | $22.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 520 | $22.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 527 | $22.0K | 0.00% | +419+388.0% | Added |
| Baystate Wealth Management LLC | 525 | $22.4K | 0.00% | −1,399−72.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 534 | $22.8K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 535 | $22.8K | 0.03% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 538 | $22.9K | 0.01% | +4+0.7% | Added |
| St. Johns Investment Management Company, LLC | 553 | $23.6K | 0.01% | +500+943.4% | Added |
| Cornerstone Planning Group LLC | 559 | $23.8K | 0.01% | +559 | New |
| Private Ocean, LLC | 570 | $24.3K | 0.00% | −271−32.2% | Reduced |
| Kapitalo Investimentos Ltda | 574 | $24.5K | 0.00% | +574 | New |
| AllSquare Wealth Management LLC | 606 | $24.8K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 590 | $25.2K | 0.02% | +3+0.5% | Added |
| Kelly Financial Services LLC | 594 | $25.4K | 0.01% | −155−20.7% | Reduced |
| Cubist Systematic Strategies, LLC | 600 | $25.6K | 0.00% | −1,470,101−100.0% | Reduced |
| RFP Financial Group LLC | 602 | $25.7K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 602 | $25.7K | 0.01% | +4+0.7% | Added |
| SkyView Investment Advisors, LLC | 640 | $27.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 633 | $27.0K | 0.02% | −23,197−97.3% | Reduced |
| Truvestments Capital LLC | 637 | $27.2K | 0.01% | +3+0.5% | Added |