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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 16,417 | $700.7K | 0.20% | −374−2.2% | Reduced |
| JFS Wealth Advisors, LLC | 16,464 | $702.7K | 0.06% | +29+0.2% | Added |
| Lantz Financial LLC | 16,483 | $703.5K | 0.28% | +908+5.8% | Added |
| Cito Capital Group, LLC | 16,503 | $704.0K | 0.32% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 16,648 | $711.0K | 0.27% | −85−0.5% | Reduced |
| Cascade Investment Advisors, Inc. | 16,694 | $712.5K | 0.53% | +94+0.6% | Added |
| Boltwood Capital Management | 16,700 | $712.8K | 0.26% | −2,000−10.7% | Reduced |
| Heartland Bank & Trust Co | 16,716 | $713.4K | 0.56% | −1,574−8.6% | Reduced |
| GM Advisory Group, Inc. | 16,975 | $724.5K | 0.06% | +51+0.3% | Added |
| Mainstay Capital Management LLC | 16,977 | $724.6K | 0.13% | +550+3.3% | Added |
| Essex Savings Bank | 17,041 | $727.3K | 0.24% | +61+0.4% | Added |
| Dakota Wealth Management | 17,058 | $728.1K | 0.03% | +100+0.6% | Added |
| Cypress Wealth Services, LLC | 16,361 | $732.0K | 0.19% | +2,218+15.7% | Added |
| Chicago Capital, LLC | 17,169 | $732.8K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 17,189 | $733.6K | 0.33% | −1,338−7.2% | Reduced |
| Arkadios Wealth Advisors | 17,226 | $735.2K | 0.09% | +223+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 17,242 | $735.9K | 0.05% | +5,647+48.7% | Added |
| Lipe & Dalton | 17,300 | $738.0K | 0.42% | −300−1.7% | Reduced |
| Cumberland Advisors Inc | 17,300 | $738.4K | 0.34% | 00.0% | Unchanged |
| Intrua Financial, LLC | 17,398 | $742.5K | 0.13% | +6,619+61.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 17,527 | $744.0K | 0.05% | −42−0.2% | Reduced |
| Ethic Inc. | 17,438 | $744.3K | 0.03% | +1,969+12.7% | Added |
| Intrinsic Value Partners, LLC | 17,445 | $744.6K | 0.94% | −60−0.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 17,479 | $746.0K | 0.09% | +17,479 | New |
| Comerica Securities,inc. | 17,523 | $747.9K | 0.05% | −2,912−14.3% | Reduced |
| IVC Wealth Advisors LLC | 17,553 | $749.2K | 0.47% | +3,092+21.4% | Added |
| Palisade Asset Management, LLC | 17,631 | $752.5K | 0.09% | −514−2.8% | Reduced |
| Sittner & Nelson, LLC | 17,664 | $753.9K | 0.41% | −506−2.8% | Reduced |
| Delap Wealth Advisory, LLC | 17,731 | $756.8K | 0.74% | −619−3.4% | Reduced |
| Essex Financial Services, Inc. | 17,794 | $759.4K | 0.09% | +166+0.9% | Added |
| Greatmark Investment Partners, Inc. | 17,808 | $760.0K | 0.13% | −310,869−94.6% | Reduced |
| Principle Wealth Partners LLC | 17,822 | $760.6K | 0.08% | −533−2.9% | Reduced |
| LMCG Investments, LLC | 17,880 | $763.1K | 0.05% | −728−3.9% | Reduced |
| North Star Investment Management Corp. | 17,880 | $763.1K | 0.06% | +21+0.1% | Added |
| Summit Financial Group Inc | 17,885 | $763.3K | 0.30% | 00.0% | Unchanged |
| XML Financial, LLC | 17,920 | $764.8K | 0.09% | +273+1.5% | Added |
| ZWJ Investment Counsel Inc | 17,934 | $765.4K | 0.04% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 18,000 | $768.0K | 0.05% | +200+1.1% | Added |
| Barbara Oil Co. | 18,000 | $768.2K | 0.35% | 00.0% | Unchanged |
| WP Advisors, LLC | 18,018 | $769.0K | 0.31% | −531−2.9% | Reduced |
| Source Financial Advisors LLC | 18,073 | $771.4K | 0.25% | −4,784−20.9% | Reduced |
| Regents of the University of California | 18,106 | $772.8K | 0.10% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 18,187 | $776.2K | 0.02% | +18,187 | New |
| Great Valley Advisor Group, Inc. | 18,322 | $781.7K | 0.03% | +1,509+9.0% | Added |
| HBK Sorce Advisory LLC | 18,330 | $782.3K | 0.03% | +1,151+6.7% | Added |
| Deseret Mutual Benefit Administrators | 18,341 | $782.8K | 0.30% | +82+0.4% | Added |
| EverSource Wealth Advisors, LLC | 18,434 | $786.8K | 0.09% | −481−2.5% | Reduced |
| Lebenthal Global Advisors, LLC | 18,552 | $791.8K | 0.23% | +18,552 | New |
| Accredited Investors Inc. | 18,566 | $792.4K | 0.06% | −28−0.2% | Reduced |
| Lafayette Investments, Inc. | 18,645 | $795.8K | 0.21% | −1,000−5.1% | Reduced |
| 1st Source Bank | 18,669 | $796.8K | 0.05% | −493−2.6% | Reduced |
| Independent Financial Group, LLC | 18,674 | $797.0K | 0.05% | −5,534−22.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,682 | $797.3K | 0.50% | −119−0.6% | Reduced |
| Greenup Street Wealth Management LLC | 18,709 | $798.5K | 0.22% | −325−1.7% | Reduced |
| CenterStar Asset Management, LLC | 18,728 | $800.7K | 0.73% | +18,728 | New |
| Northern Oak Wealth Management Inc | 18,762 | $800.8K | 0.10% | +493+2.7% | Added |
| Cornerstone Wealth Management, LLC | 18,919 | $807.5K | 0.07% | +3,460+22.4% | Added |
| Boothbay Fund Management, LLC | 19,016 | $811.6K | 0.03% | +5,127+36.9% | Added |
| Stratos Wealth Advisors, LLC | 19,020 | $811.8K | 0.06% | +204+1.1% | Added |
| Triad Investment Management | 19,036 | $812.5K | 1.13% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 19,088 | $814.7K | 0.38% | 00.0% | Unchanged |
| Annandale Capital, LLC | 19,093 | $815.0K | 0.24% | +87+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 19,153 | $817.5K | 0.24% | −96−0.5% | Reduced |
| Appleton Partners Inc | 19,162 | $818.0K | 0.07% | −2,992−13.5% | Reduced |
| Longfellow Investment Management Co LLC | 19,209 | $819.8K | 0.19% | +19,209 | New |
| Csenge Advisory Group | 19,226 | $820.6K | 0.06% | +704+3.8% | Added |
| DMG Group, LLC | 19,240 | $821.1K | 0.82% | −405−2.1% | Reduced |
| Avidian Wealth Solutions, LLC | 19,272 | $822.5K | 0.05% | −31,165−61.8% | Reduced |
| Stewart & Patten Co LLC | 19,420 | $828.8K | 0.14% | −626−3.1% | Reduced |
| Perennial Advisors, LLC | 19,420 | $828.8K | 0.21% | +19,420 | New |
| AdvisorNet Financial, Inc | 19,427 | $829.2K | 0.07% | +2,139+12.4% | Added |
| Sentry LLC | 19,434 | $829.4K | 0.18% | −250−1.3% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 19,542 | $834.1K | 1.06% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 19,550 | $834.4K | 0.00% | +1,673+9.4% | Added |
| CX Institutional | 19,563 | $834.9K | 0.04% | +11,377+139.0% | Added |
| Main Street Research LLC | 19,615 | $837.2K | 0.13% | +226+1.2% | Added |
| Brookstone Capital Management | 19,577 | $837.3K | 0.02% | +1,290+7.1% | Added |
| Castle Rock Wealth Management, LLC | 19,500 | $842.9K | 0.29% | −26−0.1% | Reduced |
| Ballentine Partners, LLC | 19,798 | $845.0K | 0.02% | +3,778+23.6% | Added |
| RIA Advisory Group LLC | 19,922 | $850.2K | 0.37% | −694−3.4% | Reduced |
| First National Trust Co | 19,968 | $852.2K | 0.04% | −43−0.2% | Reduced |
| Golden State Equity Partners | 19,991 | $853.2K | 0.24% | −4,813−19.4% | Reduced |
| Harbor Advisors LLC | 20,000 | $853.6K | 0.18% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 20,074 | $856.8K | 0.54% | −1,594−7.4% | Reduced |
| Bremer Bank National Association | 20,106 | $858.1K | 0.16% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 20,112 | $858.4K | 0.88% | 00.0% | Unchanged |
| Investors Research Corp | 20,211 | $862.6K | 0.22% | 00.0% | Unchanged |
| American State Bank (Iowa) | 20,211 | $862.6K | 0.60% | +290+1.5% | Added |
| LS Investment Advisors, LLC | 20,213 | $862.7K | 0.15% | 00.0% | Unchanged |
| Colony Group LLC | 20,228 | $863.0K | 0.01% | −2,374−10.5% | Reduced |
| Bristlecone Advisors, LLC | 20,233 | $863.5K | 0.09% | +200+1.0% | Added |
| Mutual Advisors, LLC | 20,247 | $864.1K | 0.03% | +383+1.9% | Added |
| Financial Counselors Inc | 20,258 | $865.0K | 0.02% | −1,805−8.2% | Reduced |
| Caldwell Trust Co | 20,330 | $867.7K | 0.11% | −62−0.3% | Reduced |
| Telos Capital Management, Inc. | 20,391 | $870.3K | 0.12% | −3,000−12.8% | Reduced |
| Sage Rhino Capital LLC | 20,494 | $874.7K | 0.24% | −1,813−8.1% | Reduced |
| London & Capital Asset Management Ltd | 20,506 | $875.2K | 0.09% | +20,506 | New |
| Diligent Investors, LLC | 20,601 | $879.2K | 0.26% | +5,263+34.3% | Added |
| BLB&B Advisors, LLC | 20,608 | $879.5K | 0.06% | −563−2.7% | Reduced |
| Aspire Private Capital, LLC | 20,674 | $882.4K | 0.28% | +35+0.2% | Added |