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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 20,753 | $885.0K | 0.12% | +1,651+8.6% | Added |
| Ronald Blue Trust, Inc. | 23,792 | $889.0K | 0.01% | −8,496−26.3% | Reduced |
| Busey Wealth Management | 20,855 | $890.1K | 0.04% | +14+0.1% | Added |
| IHT Wealth Management, LLC | 20,948 | $894.1K | 0.05% | +1,680+8.7% | Added |
| Tobam | 21,048 | $898.0K | 0.07% | −90.0% | Reduced |
| Bridges Investment Management Inc | 21,102 | $900.6K | 0.03% | −16,374−43.7% | Reduced |
| Capital Investment Advisory Services, LLC | 21,125 | $901.6K | 0.09% | +1,359+6.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 21,132 | $902.1K | 0.07% | +162+0.8% | Added |
| Massmutual Trust Co FSB | 21,193 | $904.5K | 0.03% | +2,467+13.2% | Added |
| Lindbrook Capital, LLC | 21,204 | $905.0K | 0.10% | +12,204+135.6% | Added |
| Kennedy Investment Group | 21,226 | $905.9K | 0.53% | −34−0.2% | Reduced |
| AlphaStar Capital Management, LLC | 21,255 | $907.1K | 0.10% | −27,116−56.1% | Reduced |
| Seneca Financial Advisors LLC | 21,273 | $907.9K | 0.60% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 21,326 | $910.2K | 0.07% | −189,877−89.9% | Reduced |
| Harbour Investments, Inc. | 21,368 | $912.0K | 0.05% | +483+2.3% | Added |
| Western Wealth Management, LLC | 21,493 | $917.3K | 0.08% | +893+4.3% | Added |
| Sompo Asset Management Co., Ltd. | 21,580 | $921.0K | 0.17% | −53,670−71.3% | Reduced |
| Avantax Planning Partners, Inc. | 21,588 | $921.4K | 0.04% | −4,489−17.2% | Reduced |
| Wunderlich Capital Managemnt | 21,636 | $923.0K | 0.45% | +17,433+414.8% | Added |
| Private Management Group Inc | 21,660 | $924.4K | 0.04% | −200−0.9% | Reduced |
| Pioneer Trust Bank N A | 21,665 | $924.7K | 0.27% | −735−3.3% | Reduced |
| Great Lakes Retirement, Inc. | 21,720 | $927.0K | 0.16% | +136+0.6% | Added |
| Van Leeuwen & Company, LLC | 21,377 | $927.8K | 0.58% | −642−2.9% | Reduced |
| WealthPLAN Partners, LLC | 21,802 | $930.5K | 0.13% | −883−3.9% | Reduced |
| Fulton Bank, N.A. | 21,968 | $937.6K | 0.05% | −1,314−5.6% | Reduced |
| Ruffer LLP | 22,000 | $938.9K | 0.05% | 00.0% | Unchanged |
| Excalibur Management Corp | 22,028 | $940.2K | 0.48% | −20−0.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 22,138 | $944.9K | 0.10% | +158+0.7% | Added |
| Westmount Partners, LLC | 22,166 | $946.0K | 0.41% | −472−2.1% | Reduced |
| GFS Advisors, LLC | 22,208 | $948.0K | 0.21% | +458+2.1% | Added |
| Lake Street Advisors Group, LLC | 22,224 | $949.0K | 0.05% | +2,598+13.2% | Added |
| Laurel Wealth Advisors LLC | 22,237 | $949.0K | 0.19% | +1,291+6.2% | Added |
| Argus Investors' Counsel, Inc. | 22,274 | $950.7K | 0.66% | +209+0.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 22,294 | $951.5K | 0.13% | +426+1.9% | Added |
| Rossmore Private Capital | 22,474 | $959.2K | 0.14% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 22,547 | $962.3K | 0.55% | +29+0.1% | Added |
| Salem Investment Counselors Inc | 22,711 | $969.3K | 0.04% | −377−1.6% | Reduced |
| Lazari Capital Management, Inc. | 22,758 | $971.3K | 0.55% | +22,758 | New |
| Compagnie Lombard Odier SCmA | 22,802 | $973.2K | 0.03% | −11,957−34.4% | Reduced |
| Pflug Koory, LLC | 22,819 | $973.9K | 0.50% | −160−0.7% | Reduced |
| Sunbelt Securities, Inc. | 22,841 | $974.9K | 0.14% | +127+0.6% | Added |
| Evergreen Capital Management LLC | 22,866 | $975.9K | 0.04% | −236−1.0% | Reduced |
| Investors Asset Management of Georgia Inc | 22,882 | $976.6K | 0.50% | +327+1.4% | Added |
| Sweeney & Michel, LLC | 22,025 | $979.7K | 0.50% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 23,005 | $981.9K | 0.26% | +5,175+29.0% | Added |
| RNC Capital Management LLC | 23,034 | $983.0K | 0.05% | −6,014−20.7% | Reduced |
| Pacific Center for Financial Services | 23,107 | $986.2K | 0.32% | −253−1.1% | Reduced |
| Boit C F David | 23,163 | $988.6K | 0.66% | −3,000−11.5% | Reduced |
| Hamilton Capital Partners Inc. | 23,200 | $990.2K | 0.36% | 00.0% | Unchanged |
| Portman Square Capital LLP | 23,216 | $990.9K | 0.17% | −67,320−74.4% | Reduced |
| Congress Wealth Management LLC | 23,237 | $991.8K | 0.02% | −311−1.3% | Reduced |
| Davidson Trust Co | 23,338 | $996.1K | 0.72% | −41−0.2% | Reduced |
| Cercano Management LLC | 23,474 | $1.00M | 0.03% | +23,474 | New |
| Traverso Chambers Private Wealth Management, LLC | 23,499 | $1.00M | 0.26% | −276−1.2% | Reduced |
| GFG Capital, LLC | 23,548 | $1.01M | 0.19% | −53−0.2% | Reduced |
| Insigneo Advisory Services, LLC | 23,555 | $1.01M | 0.19% | +7,204+44.1% | Added |
| Washington Trust Co | 23,804 | $1.02M | 0.04% | +58+0.2% | Added |
| GHP Investment Advisors, Inc. | 23,245 | $1.02M | 0.06% | +3,204+16.0% | Added |
| Sawyer & Company, Inc | 23,855 | $1.02M | 0.47% | −110−0.5% | Reduced |
| First Bank & Trust | 23,900 | $1.02M | 0.26% | +233+1.0% | Added |
| Insight Advisors, LLC | 23,926 | $1.02M | 0.23% | −166−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 23,971 | $1.02M | 0.02% | −2,415−9.2% | Reduced |
| AIA Group Ltd | 24,000 | $1.02M | 0.05% | −15,503−39.2% | Reduced |
| Miracle Mile Advisors, LLC | 24,041 | $1.03M | 0.03% | +1,100+4.8% | Added |
| Icon Wealth Partners, LLC | 24,064 | $1.03M | 0.11% | +17,611+272.9% | Added |
| Affinity Investment Advisors, LLC | 24,111 | $1.03M | 0.60% | −5,862−19.6% | Reduced |
| Ramiah Investment Group | 24,156 | $1.03M | 1.01% | +24,156 | New |
| Cutler Group LP | 24,210 | $1.03M | 0.24% | −66,072−73.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 24,270 | $1.04M | 0.45% | +1,055+4.5% | Added |
| Buffington Mohr McNeal | 24,283 | $1.04M | 0.22% | 00.0% | Unchanged |
| Martin & Co Inc | 24,339 | $1.04M | 0.26% | −1,112−4.4% | Reduced |
| Voya Financial Advisors, Inc. | 24,473 | $1.04M | 0.12% | −91−0.4% | Reduced |
| PEAK6 Investments LLC | 24,371 | $1.04M | 0.09% | −67,979−73.6% | Reduced |
| Tealwood Asset Management Inc | 24,390 | $1.04M | 0.51% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 24,393 | $1.04M | 0.04% | −2,147−8.1% | Reduced |
| Modera Wealth Management, LLC | 24,463 | $1.04M | 0.02% | +14,595+147.9% | Added |
| Goodwin Daniel L | 24,500 | $1.05M | 0.50% | −1,500−5.8% | Reduced |
| Argent Advisors, Inc. | 24,581 | $1.05M | 0.48% | +494+2.1% | Added |
| First Horizon Advisors, Inc. | 24,588 | $1.05M | 0.04% | −1,543−5.9% | Reduced |
| Cadinha & Co LLC | 24,596 | $1.05M | 0.19% | +124+0.5% | Added |
| Quadrant Capital Group LLC | 24,660 | $1.05M | 0.10% | −2,167−8.1% | Reduced |
| First City Capital Management, Inc. | 24,739 | $1.06M | 0.62% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 24,741 | $1.06M | 0.02% | −3,610−12.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 24,905 | $1.06M | 0.02% | −100−0.4% | Reduced |
| Bartlett & Co. LLC | 24,905 | $1.06M | 0.02% | −100−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 24,939 | $1.06M | 0.10% | −96−0.4% | Reduced |
| Gotham Asset Management, LLC | 25,048 | $1.07M | 0.02% | −9,034−26.5% | Reduced |
| Wrapmanager Inc | 25,102 | $1.07M | 0.33% | −1,796−6.7% | Reduced |
| Courier Capital LLC | 25,237 | $1.08M | 0.08% | −548−2.1% | Reduced |
| Valley National Advisers Inc | 25,337 | $1.08M | 0.18% | −1,095−4.1% | Reduced |
| Triumph Capital Management | 25,446 | $1.09M | 0.49% | +5,133+25.3% | Added |
| TRUE Private Wealth Advisors | 25,481 | $1.09M | 0.16% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 25,557 | $1.09M | 0.71% | −300−1.2% | Reduced |
| LJI Wealth Management, LLC | 25,838 | $1.10M | 0.32% | −887−3.3% | Reduced |
| Spire Wealth Management | 25,918 | $1.11M | 0.04% | −2,129−7.6% | Reduced |
| Vident Investment Advisory, LLC | 26,109 | $1.11M | 0.04% | +576+2.3% | Added |
| Meiji Yasuda Life Insurance Co | 26,093 | $1.11M | 0.03% | +1,850+7.6% | Added |
| Thomasville National Bank | 26,141 | $1.12M | 0.11% | +80+0.3% | Added |
| Lodestar Private Asset Management LLC | 26,242 | $1.12M | 0.19% | −5,839−18.2% | Reduced |
| Aspiriant, LLC | 26,255 | $1.12M | 0.06% | +168+0.6% | Added |