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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 26,318 | $1.12M | 0.12% | −235−0.9% | Reduced |
| Sentry Investment Management LLC | 26,345 | $1.12M | 0.42% | −464−1.7% | Reduced |
| Coastal Investment Advisors, Inc. | 26,357 | $1.12M | 0.25% | +1,784+7.3% | Added |
| Holderness Investments Co | 26,438 | $1.13M | 0.42% | +199+0.8% | Added |
| Archford Capital Strategies, LLC | 24,627 | $1.14M | 0.22% | −4,696−16.0% | Reduced |
| Sterling Investment Management, Inc. | 26,821 | $1.14M | 0.91% | −415−1.5% | Reduced |
| Desjardins Global Asset Management Inc. | 26,995 | $1.15M | 0.13% | +3,846+16.6% | Added |
| Northside Capital Management, LLC | 27,127 | $1.16M | 0.40% | 00.0% | Unchanged |
| Hoylecohen, LLC | 27,158 | $1.16M | 0.10% | +20.0% | Added |
| Jeppson Wealth Management, LLC | 27,264 | $1.16M | 0.51% | +171+0.6% | Added |
| Hendershot Investments Inc. | 27,326 | $1.17M | 0.19% | −4,494−14.1% | Reduced |
| Grimes & Company, Inc. | 27,344 | $1.17M | 0.04% | −3,561−11.5% | Reduced |
| Integrated Advisors Network LLC | 27,450 | $1.17M | 0.07% | −2,183−7.4% | Reduced |
| Eos Management, L.P. | 27,500 | $1.17M | 0.55% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 27,515 | $1.17M | 0.31% | −25−0.1% | Reduced |
| Rothschild Investment Corp | 27,545 | $1.18M | 0.10% | +3,459+14.4% | Added |
| Joel Isaacson & Co., LLC | 27,607 | $1.18M | 0.08% | −7,097−20.5% | Reduced |
| Venture Visionary Partners LLC | 27,655 | $1.18M | 0.07% | +779+2.9% | Added |
| N.E.W. Advisory Services LLC | 27,676 | $1.18M | 0.16% | +1,427+5.4% | Added |
| Leavell Investment Management, Inc. | 27,914 | $1.19M | 0.08% | −1,084−3.7% | Reduced |
| Rehmann Capital Advisory Group | 27,931 | $1.19M | 0.11% | +709+2.6% | Added |
| Ostrum Asset Management | 27,976 | $1.19M | 0.10% | +24+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 28,303 | $1.21M | 0.20% | −2,041−6.7% | Reduced |
| Silvercrest Asset Management Group LLC | 28,365 | $1.21M | 0.01% | −3,219−10.2% | Reduced |
| Symmetry Partners, LLC | 28,548 | $1.22M | 0.06% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,559 | $1.22M | 0.00% | −54,072−65.4% | Reduced |
| Trust Co of Toledo NA | 28,611 | $1.22M | 0.21% | +1,548+5.7% | Added |
| Lee Financial Co | 28,636 | $1.22M | 0.21% | −1,270−4.2% | Reduced |
| Capital Asset Advisory Services LLC | 28,184 | $1.23M | 0.09% | +2,822+11.1% | Added |
| Baker Avenue Asset Management, LP | 28,811 | $1.23M | 0.06% | +1,920+7.1% | Added |
| Fiduciary Group LLC | 28,816 | $1.23M | 0.15% | −819−2.8% | Reduced |
| Private Trust Co NA | 28,956 | $1.24M | 0.16% | −6,925−19.3% | Reduced |
| NVWM, LLC | 29,147 | $1.24M | 0.40% | +4,244+17.0% | Added |
| Neville Rodie & Shaw Inc | 29,177 | $1.25M | 0.11% | −6,375−17.9% | Reduced |
| We Are One Seven, LLC | 29,201 | $1.25M | 0.11% | −7,879−21.2% | Reduced |
| Ironwood Investment Counsel, LLC | 29,233 | $1.25M | 0.28% | +40.0% | Added |
| Shelton Wealth Management, LLC | 29,485 | $1.26M | 0.98% | −774−2.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 29,570 | $1.26M | 0.04% | −866−2.8% | Reduced |
| Penserra Capital Management LLC | 29,624 | $1.26M | 0.02% | +24,906+527.9% | Added |
| MYDA Advisors LLC | 30,000 | $1.28M | 0.50% | −6,000−16.7% | Reduced |
| Soltis Investment Advisors LLC | 30,011 | $1.28M | 0.15% | +365+1.2% | Added |
| Schechter Investment Advisors, LLC | 30,137 | $1.29M | 0.12% | +2,608+9.5% | Added |
| Fidelis Capital Partners, LLC | 30,137 | $1.29M | 0.47% | +837+2.9% | Added |
| Meridian Investment Counsel Inc. | 30,191 | $1.29M | 0.46% | −50−0.2% | Reduced |
| Scott & Selber, Inc. | 30,399 | $1.30M | 0.51% | −128−0.4% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $1.30M | 0.10% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 30,461 | $1.30M | 0.10% | +30,461 | New |
| Chicago Partners Investment Group LLC | 28,832 | $1.30M | 0.07% | +994+3.6% | Added |
| HF Advisory Group, LLC | 30,468 | $1.30M | 1.03% | +8,521+38.8% | Added |
| Everett Harris & Co | 30,525 | $1.30M | 0.02% | −400−1.3% | Reduced |
| Resources Management Corp | 30,630 | $1.31M | 0.20% | +25,417+487.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 30,862 | $1.32M | 0.03% | −47,667−60.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 30,890 | $1.32M | 0.03% | +4,505+17.1% | Added |
| J.W. Cole Advisors, Inc. | 30,973 | $1.32M | 0.09% | +5,897+23.5% | Added |
| Vista Investment Management | 31,019 | $1.32M | 0.67% | −1,186−3.7% | Reduced |
| Tradition Wealth Management, LLC | 31,060 | $1.33M | 0.15% | −1,098−3.4% | Reduced |
| Steel Peak Wealth Management LLC | 31,104 | $1.33M | 0.08% | +2,693+9.5% | Added |
| Conning Inc. | 31,146 | $1.33M | 0.04% | −3,560−10.3% | Reduced |
| NorthRock Partners, LLC | 31,184 | $1.33M | 0.15% | −8,422−21.3% | Reduced |
| SeaCrest Wealth Management, LLC | 31,259 | $1.33M | 0.17% | −7,575−19.5% | Reduced |
| Narwhal Capital Management | 31,305 | $1.34M | 0.16% | +2,504+8.7% | Added |
| Parallel Advisors, LLC | 31,346 | $1.34M | 0.04% | −251−0.8% | Reduced |
| Founders Financial Securities LLC | 31,571 | $1.35M | 0.18% | +240+0.8% | Added |
| Granite Investment Partners, LLC | 31,587 | $1.35M | 0.05% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 31,593 | $1.35M | 0.09% | −710−2.2% | Reduced |
| Mystic Asset Management, Inc. | 31,619 | $1.35M | 0.72% | −1,273−3.9% | Reduced |
| Sequoia Financial Advisors, LLC | 31,709 | $1.35M | 0.02% | +3,224+11.3% | Added |
| Vise Technologies, Inc. | 31,760 | $1.36M | 0.33% | +8,608+37.2% | Added |
| Clarius Group, LLC | 31,775 | $1.36M | 0.10% | −3,881−10.9% | Reduced |
| Credit Agricole S A | 31,786 | $1.36M | 0.04% | −35,676−52.9% | Reduced |
| Marco Investment Management LLC | 31,848 | $1.36M | 0.15% | +50+0.2% | Added |
| Smith Shellnut Wilson LLC | 31,856 | $1.36M | 0.77% | 00.0% | Unchanged |
| AF Advisors, Inc. | 32,040 | $1.37M | 0.46% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 32,063 | $1.37M | 0.74% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.37M | 0.49% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 32,310 | $1.38M | 1.32% | +1,925+6.3% | Added |
| Sterneck Capital Management, LLC | 32,322 | $1.38M | 0.85% | +73+0.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 32,449 | $1.38M | 0.81% | −1,385−4.1% | Reduced |
| Johnson Financial Group, Inc. | 32,653 | $1.39M | 0.10% | +760+2.4% | Added |
| Diversified Trust Co | 32,659 | $1.39M | 0.05% | −1,059−3.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 32,723 | $1.40M | 0.26% | +1,008+3.2% | Added |
| Coldstream Capital Management Inc | 32,725 | $1.40M | 0.04% | −615−1.8% | Reduced |
| Applied Capital LLC | 32,768 | $1.40M | 1.33% | −36−0.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 32,942 | $1.41M | 0.30% | −46,807−58.7% | Reduced |
| Carlson Capital Management | 32,969 | $1.41M | 0.08% | +2,938+9.8% | Added |
| Continuum Advisory, LLC | 32,988 | $1.41M | 0.22% | +297+0.9% | Added |
| Northwest Capital Management Inc | 33,186 | $1.42M | 0.59% | −1,187−3.5% | Reduced |
| Duff & Phelps Investment Management Co | 33,240 | $1.42M | 0.02% | +600+1.8% | Added |
| Strategic Investment Advisors | 33,312 | $1.42M | 0.20% | +16,400+97.0% | Added |
| Chemistry Wealth Management LLC | 33,358 | $1.42M | 0.46% | −1,567−4.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,368 | $1.42M | 0.06% | −365−1.1% | Reduced |
| Brighton Jones LLC | 33,556 | $1.43M | 0.07% | +2,532+8.2% | Added |
| Spears Abacus Advisors LLC | 33,821 | $1.44M | 0.12% | −6,226−15.5% | Reduced |
| Circle Wealth Management, LLC | 33,975 | $1.45M | 0.19% | +91+0.3% | Added |
| Pearl River Capital, LLC | 33,989 | $1.45M | 0.23% | +33,989 | New |
| One Wealth Advisors, LLC | 34,021 | $1.45M | 0.31% | +17,495+105.9% | Added |
| Siemens Fonds Invest GmbH | 34,263 | $1.46M | 0.14% | −124−0.4% | Reduced |
| Country Club Bank | 34,417 | $1.46M | 0.12% | −288−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 34,307 | $1.46M | 0.06% | +2,663+8.4% | Added |
| 44 Wealth Management LLC | 34,308 | $1.46M | 0.50% | +1,667+5.1% | Added |