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 |
|---|---|---|---|---|---|
| Keystone Wealth Services, LLC | 34,435 | $1.47M | 0.55% | −73−0.2% | Reduced |
| Bennett Selby Investments LP | 34,535 | $1.47M | 0.85% | −75−0.2% | Reduced |
| Avestar Capital, LLC | 34,656 | $1.48M | 0.26% | −44−0.1% | Reduced |
| Oarsman Capital, Inc. | 34,665 | $1.48M | 0.65% | +5,866+20.4% | Added |
| Summit Trail Advisors, LLC | 34,686 | $1.48M | 0.06% | −31,990−48.0% | Reduced |
| Alyeska Investment Group, L.P. | 34,707 | $1.48M | 0.01% | −643,247−94.9% | Reduced |
| Carret Asset Management, LLC | 34,730 | $1.48M | 0.20% | −275−0.8% | Reduced |
| Sepio Capital, LP | 34,766 | $1.48M | 0.12% | −1,670−4.6% | Reduced |
| Shay Capital LLC | 35,000 | $1.49M | 0.53% | +35,000 | New |
| Marotta Asset Management | 35,181 | $1.50M | 0.33% | +35,181 | New |
| Drive Wealth Management, LLC | 35,268 | $1.51M | 0.56% | +3,940+12.6% | Added |
| Empower Advisory Group, LLC | 35,326 | $1.51M | 0.01% | +16,996+92.7% | Added |
| Peak Asset Management, LLC | 35,377 | $1.51M | 0.35% | +5,919+20.1% | Added |
| Advisors Asset Management, Inc. | 35,400 | $1.51M | 0.03% | −8,086−18.6% | Reduced |
| Cove Street Capital, LLC | 35,500 | $1.52M | 0.47% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 35,664 | $1.52M | 0.05% | −4,609−11.4% | Reduced |
| Naviter Wealth, LLC | 35,716 | $1.52M | 0.39% | +3,264+10.1% | Added |
| American Money Management, LLC | 35,816 | $1.53M | 0.38% | −1,000−2.7% | Reduced |
| Ancora Advisors, LLC | 36,205 | $1.55M | 0.04% | +3,631+11.1% | Added |
| One Capital Management, LLC | 36,397 | $1.55M | 0.07% | −1,278−3.4% | Reduced |
| Trinity Financial Advisors LLC | 36,472 | $1.56M | 0.84% | +169+0.5% | Added |
| Rocky Mountain Advisers, LLC | 41,675 | $1.56M | 0.83% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,559 | $1.56M | 0.30% | +115+0.3% | Added |
| Lincoln National Corp | 36,905 | $1.58M | 0.03% | −285−0.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 37,281 | $1.59M | 0.17% | −3,040−7.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 37,311 | $1.59M | 0.02% | −3,666−8.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 37,366 | $1.59M | 0.44% | −1,526−3.9% | Reduced |
| Sendero Wealth Management, LLC | 37,435 | $1.60M | 0.35% | +3,158+9.2% | Added |
| Yarbrough Capital, LLC | 37,485 | $1.60M | 0.09% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 37,600 | $1.60M | 0.08% | −6,090−13.9% | Reduced |
| 3Chopt Investment Partners, LLC | 37,670 | $1.61M | 0.80% | −4,162−9.9% | Reduced |
| NBT Bank N A | 37,810 | $1.61M | 0.23% | −724−1.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 37,814 | $1.61M | 0.06% | +913+2.5% | Added |
| Alpha Cubed Investments, LLC | 37,835 | $1.61M | 0.11% | −161,547−81.0% | Reduced |
| Silvant Capital Management LLC | 37,903 | $1.62M | 0.09% | −11,610−23.4% | Reduced |
| Evercore Wealth Management, LLC | 37,960 | $1.62M | 0.03% | −1,387−3.5% | Reduced |
| Auxier Asset Management | 38,067 | $1.62M | 0.27% | −1,800−4.5% | Reduced |
| Miller Investment Management, LP | 38,182 | $1.63M | 0.25% | 00.0% | Unchanged |
| Choate Investment Advisors | 38,300 | $1.63M | 0.07% | +2,103+5.8% | Added |
| Andra AP-fonden | 38,300 | $1.63M | 0.04% | +25,800+206.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 38,715 | $1.65M | 0.83% | −29,840−43.5% | Reduced |
| Stonegate Investment Group, LLC | 38,651 | $1.65M | 0.06% | −2,231−5.5% | Reduced |
| Cunning Capital Partners, LP | 0 | $1.65M | 1.04% | −38,675−100.0% | Reduced |
| SYSTM Wealth Solutions LLC | 38,701 | $1.65M | 0.22% | +3,005+8.4% | Added |
| Capital International Sarl | 39,093 | $1.67M | 0.07% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 39,201 | $1.67M | 1.32% | +16,110+69.8% | Added |
| CAPROCK Group, Inc. | 39,264 | $1.68M | 0.12% | −1,689−4.1% | Reduced |
| Triangle Securities Wealth Management | 39,342 | $1.68M | 0.58% | −1,701−4.1% | Reduced |
| Cohen Investment Advisors LLC | 39,400 | $1.68M | 1.35% | −3,044−7.2% | Reduced |
| Cullinan Associates Inc | 39,765 | $1.70M | 0.09% | −250−0.6% | Reduced |
| HRT Financial LP | 39,851 | $1.70M | 0.02% | +39,851 | New |
| Hedges Asset Management LLC | 40,100 | $1.71M | 1.45% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 40,168 | $1.71M | 0.11% | +1,581+4.1% | Added |
| Walter & Keenan Financial Consulting Co | 40,336 | $1.72M | 0.63% | −13,005−24.4% | Reduced |
| True North Advisors, LLC | 40,466 | $1.73M | 0.49% | −20,728−33.9% | Reduced |
| Coppell Advisory Solutions LLC | 40,845 | $1.73M | 0.51% | +4,063+11.0% | Added |
| Portside Wealth Group, LLC | 40,862 | $1.74M | 0.32% | +40,862 | New |
| Pitcairn Co | 40,880 | $1.74M | 0.15% | −6,561−13.8% | Reduced |
| Private Asset Management Inc | 40,890 | $1.75M | 0.34% | −9,406−18.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 41,343 | $1.75M | 0.04% | −78,953−65.6% | Reduced |
| Signaturefd, LLC | 40,963 | $1.75M | 0.04% | +5,388+15.1% | Added |
| Atlantic Union Bankshares Corp | 40,975 | $1.75M | 0.17% | +25,570+166.0% | Added |
| Meeder Advisory Services, Inc. | 41,089 | $1.75M | 0.19% | −7,206−14.9% | Reduced |
| Meridian Wealth Partners, LLC | 41,223 | $1.76M | 0.36% | −207−0.5% | Reduced |
| Eagle Rock Investment Company, LLC | 39,512 | $1.77M | 0.38% | +1,580+4.2% | Added |
| Quad-Cities Investment Group, LLC | 41,451 | $1.77M | 1.15% | +34+0.1% | Added |
| Heartland Advisors Inc | 41,641 | $1.78M | 0.10% | +158+0.4% | Added |
| Prime Capital Investment Advisors, LLC | 41,686 | $1.78M | 0.04% | +21,852+110.2% | Added |
| Buckingham Strategic Wealth, LLC | 41,812 | $1.78M | 0.03% | −1,754−4.0% | Reduced |
| Hyman Charles D | 41,885 | $1.79M | 0.11% | −1,255−2.9% | Reduced |
| Forum Financial Management, LP | 41,940 | $1.79M | 0.04% | +1,021+2.5% | Added |
| RSM US Wealth Management LLC | 42,217 | $1.80M | 0.06% | −1,069−2.5% | Reduced |
| Franklin Street Advisors Inc | 42,383 | $1.81M | 0.15% | 00.0% | Unchanged |
| Gs Investments, Inc. | 42,400 | $1.81M | 0.99% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 43,535 | $1.86M | 0.08% | −5,233−10.7% | Reduced |
| Centaurus Financial, Inc. | 43,686 | $1.86M | 0.16% | −5,721−11.6% | Reduced |
| Round Hill Asset Management | 43,842 | $1.87M | 1.16% | −315−0.7% | Reduced |
| Crestwood Advisors Group LLC | 43,901 | $1.87M | 0.06% | −2,667−5.7% | Reduced |
| Dynamic Advisor Solutions LLC | 44,435 | $1.90M | 0.10% | +14,312+47.5% | Added |
| SeaTown Holdings Pte. Ltd. | 45,500 | $1.94M | 0.30% | −285,000−86.2% | Reduced |
| Cigna Investments Inc | 45,733 | $1.95M | 0.36% | −828−1.8% | Reduced |
| Global Retirement Partners, LLC | 45,756 | $1.95M | 0.10% | +1,617+3.7% | Added |
| Union Heritage Capital, LLC | 45,970 | $1.96M | 1.06% | 00.0% | Unchanged |
| Bank of Stockton | 46,141 | $1.97M | 0.68% | −39−0.1% | Reduced |
| Oppenheimer & Co Inc | 46,215 | $1.97M | 0.04% | −3,007−6.1% | Reduced |
| Haverford Trust Co | 46,661 | $1.99M | 0.02% | −3,370−6.7% | Reduced |
| Fosun International Ltd | 46,782 | $2.00M | 0.28% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 46,869 | $2.00M | 0.37% | +4,108+9.6% | Added |
| Pavion Blue Capital, LLC | 46,990 | $2.01M | 1.17% | +218+0.5% | Added |
| Qtron Investments LLC | 47,094 | $2.01M | 0.38% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 47,222 | $2.02M | 0.10% | −695−1.5% | Reduced |
| Smith, Salley & Associates | 47,329 | $2.02M | 0.15% | +47,329 | New |
| Trust Asset Management LLC | 47,346 | $2.02M | 0.21% | 00.0% | Unchanged |
| Mark Stevens | 47,371 | $2.02M | 0.26% | +884+1.9% | Added |
| Shell Asset Management Co | 47,375 | $2.02M | 0.08% | −19,403−29.1% | Reduced |
| Profund Advisors LLC | 47,449 | $2.03M | 0.11% | −2,736−5.5% | Reduced |
| Somerset Group LLC | 47,629 | $2.03M | 1.70% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 47,708 | $2.04M | 0.25% | +165+0.3% | Added |
| Bank Pictet & Cie (Asia) Ltd | 47,724 | $2.04M | 0.60% | +3,874+8.8% | Added |
| Foster Group, Inc. | 47,842 | $2.04M | 0.12% | +829+1.8% | Added |