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
- 1,995
- +14 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
- 161
- 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 |
|---|---|---|---|---|---|
| Fragasso Group Inc. | 47,969 | $2.05M | 0.22% | −44,437−48.1% | Reduced |
| Meitav Dash Investments Ltd | 49,199 | $2.05M | 0.02% | −313−0.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 48,151 | $2.06M | 0.69% | +279+0.6% | Added |
| DFPG Investments, LLC | 44,673 | $2.07M | 0.19% | +12,735+39.9% | Added |
| Stableford Capital II LLC | 47,463 | $2.07M | 0.92% | +47,463 | New |
| Global Frontier Investments LLC | 48,661 | $2.08M | 0.91% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 48,735 | $2.08M | 0.66% | +1,832+3.9% | Added |
| White Pine Capital LLC | 48,749 | $2.08M | 0.78% | −1,171−2.3% | Reduced |
| Associated Banc-Corp | 48,828 | $2.08M | 0.08% | −1,451−2.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 48,845 | $2.08M | 0.38% | +2,624+5.7% | Added |
| Shayne & Co., LLC | 49,177 | $2.10M | 1.06% | −62−0.1% | Reduced |
| Vista Wealth Management Group, LLC | 49,244 | $2.10M | 0.21% | +29,663+151.5% | Added |
| Pring Turner Capital Group Inc | 49,272 | $2.10M | 1.93% | +425+0.9% | Added |
| HM Payson & Co | 49,424 | $2.11M | 0.05% | −300−0.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 49,521 | $2.11M | 0.15% | +270+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 49,525 | $2.11M | 0.03% | +4,264+9.4% | Added |
| Clearstead Advisors, LLC | 49,540 | $2.11M | 0.13% | −2,339−4.5% | Reduced |
| PFS Investments Inc. | 49,605 | $2.12M | 0.03% | +1,918+4.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,841 | $2.13M | 0.14% | +1,505+3.1% | Added |
| Resources Investment Advisors, LLC. | 49,931 | $2.13M | 0.05% | −2,992−5.7% | Reduced |
| Anson Funds Management LP | 50,000 | $2.13M | 0.64% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 50,000 | $2.13M | 0.41% | 00.0% | Unchanged |
| FengHe Fund Management Pte. Ltd. | 50,300 | $2.15M | 0.42% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 50,371 | $2.15M | 0.19% | +891+1.8% | Added |
| KCM Investment Advisors LLC | 50,585 | $2.16M | 0.09% | −153,728−75.2% | Reduced |
| WCG Wealth Advisors LLC | 50,838 | $2.16M | 0.25% | −2,749−5.1% | Reduced |
| KG&L Capital Management,LLC | 51,382 | $2.19M | 1.05% | −643−1.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 51,500 | $2.20M | 0.91% | +1,500+3.0% | Added |
| Capital Investment Counsel, Inc | 51,551 | $2.20M | 0.43% | +8,075+18.6% | Added |
| Geneos Wealth Management Inc. | 51,859 | $2.21M | 0.12% | +12,859+33.0% | Added |
| Central Trust Co | 51,876 | $2.21M | 0.06% | +7,671+17.4% | Added |
| Kanawha Capital Management LLC | 52,042 | $2.22M | 0.20% | −4,628−8.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 52,330 | $2.23M | 0.03% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 52,390 | $2.24M | 0.02% | −4,640−8.1% | Reduced |
| Ritholtz Wealth Management | 52,740 | $2.25M | 0.10% | +18,153+52.5% | Added |
| LGT Group Foundation | 52,777 | $2.25M | 0.05% | +88+0.2% | Added |
| Sumitomo Life Insurance Co | 52,875 | $2.26M | 0.10% | −5,147−8.9% | Reduced |
| Fiduciary Trust Co | 53,085 | $2.27M | 0.04% | −19,271−26.6% | Reduced |
| Segall Bryant & Hamill, LLC | 53,114 | $2.27M | 0.02% | −596−1.1% | Reduced |
| Equitable Holdings, Inc. | 53,195 | $2.27M | 0.03% | +8,303+18.5% | Added |
| HB Wealth Management, LLC | 53,459 | $2.28M | 0.04% | +14,120+35.9% | Added |
| Park Avenue Securities LLC | 53,500 | $2.28M | 0.04% | +11,308+26.8% | Added |
| Apollon Wealth Management, LLC | 54,225 | $2.31M | 0.11% | +8,420+18.4% | Added |
| DoubleLine ETF Adviser LP | 54,441 | $2.32M | 0.86% | +11,681+27.3% | Added |
| Selway Asset Management | 54,600 | $2.33M | 1.02% | +17,400+46.8% | Added |
| Legato Capital Management LLC | 54,661 | $2.33M | 0.32% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 54,793 | $2.34M | 1.14% | +30.0% | Added |
| Pictet Bank & Trust Ltd | 54,807 | $2.34M | 1.91% | −528−1.0% | Reduced |
| CMT Capital Markets Trading GmbH | 54,900 | $2.34M | 0.97% | +12,400+29.2% | Added |
| Mitchell Sinkler & Starr | 55,125 | $2.35M | 0.67% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 55,187 | $2.36M | 0.28% | +3,042+5.8% | Added |
| SOL Capital Management CO | 55,243 | $2.36M | 0.36% | −125−0.2% | Reduced |
| Alaska Permanent Fund Corp | 55,300 | $2.36M | 0.05% | +55,300 | New |
| London Co of Virginia | 55,582 | $2.37M | 0.01% | −1,749−3.1% | Reduced |
| FDx Advisors, Inc. | 55,894 | $2.39M | 0.13% | −2,663−4.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 56,066 | $2.39M | 0.25% | −772−1.4% | Reduced |
| Snowden Capital Advisors LLC | 56,222 | $2.40M | 0.09% | +1,251+2.3% | Added |
| Paradigm Asset Management Co LLC | 56,402 | $2.41M | 0.65% | +10,600+23.1% | Added |
| Stonebridge Capital Advisors LLC | 56,676 | $2.42M | 0.26% | −519−0.9% | Reduced |
| Signet Financial Management, LLC | 56,710 | $2.42M | 0.38% | +56,710 | New |
| Toroso Investments, LLC | 56,879 | $2.43M | 0.07% | −6,421−10.1% | Reduced |
| DeepCurrents Investment Group LLC | 57,464 | $2.45M | 0.11% | +57,464 | New |
| Intercontinental Wealth Advisors, LLC | 57,530 | $2.46M | 0.59% | +6,131+11.9% | Added |
| Argyle Capital Management Inc. | 58,043 | $2.48M | 0.89% | −2,750−4.5% | Reduced |
| Montag A & Associates Inc | 58,061 | $2.48M | 0.15% | −13,599−19.0% | Reduced |
| Wetherby Asset Management Inc | 58,444 | $2.49M | 0.13% | +2,218+3.9% | Added |
| Brown Brothers Harriman & Co | 58,850 | $2.51M | 0.02% | −5,229−8.2% | Reduced |
| Goelzer Investment Management, Inc. | 59,054 | $2.52M | 0.21% | −2,761−4.5% | Reduced |
| Capital Investment Advisors, LLC | 59,098 | $2.52M | 0.08% | −2,059−3.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 59,130 | $2.52M | 0.12% | −1,458−2.4% | Reduced |
| Alpha DNA Investment Management LLC | 59,157 | $2.52M | 1.43% | +16,190+37.7% | Added |
| Capital Markets Trading UK LLP | 59,180 | $2.53M | 1.85% | +59,180 | New |
| Kingsview Wealth Management, LLC | 59,573 | $2.54M | 0.10% | +1,366+2.3% | Added |
| Robinson Value Management, Ltd. | 59,991 | $2.56M | 1.85% | +1,152+2.0% | Added |
| Valeo Financial Advisors, LLC | 60,586 | $2.59M | 0.12% | +3,374+5.9% | Added |
| DRW Securities, LLC | 60,948 | $2.60M | 0.20% | +45,274+288.8% | Added |
| Logan Capital Management Inc | 61,003 | $2.60M | 0.12% | +468+0.8% | Added |
| S&CO Inc | 61,043 | $2.60M | 0.21% | −4,960−7.5% | Reduced |
| Mach-1 Financial Group, Inc. | 61,065 | $2.61M | 1.04% | +57,682+1,705.1% | Added |
| IMS Capital Management | 61,283 | $2.62M | 1.45% | −285−0.5% | Reduced |
| Perkins Coie Trust Co | 61,311 | $2.62M | 0.74% | −3,855−5.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 61,490 | $2.62M | 0.20% | −650−1.0% | Reduced |
| Veriti Management LLC | 61,650 | $2.63M | 0.29% | +5,719+10.2% | Added |
| Focus Financial Network, Inc. | 62,278 | $2.66M | 0.15% | +4,705+8.2% | Added |
| Verdence Capital Advisors LLC | 63,517 | $2.71M | 0.31% | +1,356+2.2% | Added |
| Veritable, L.P. | 63,647 | $2.72M | 0.04% | +4,072+6.8% | Added |
| Greenleaf Trust | 63,737 | $2.72M | 0.03% | −1,218−1.9% | Reduced |
| InterOcean Capital Group, LLC | 64,157 | $2.74M | 0.09% | −2,204−3.3% | Reduced |
| Parcion Private Wealth LLC | 64,301 | $2.74M | 0.28% | +184+0.3% | Added |
| Shelton Capital Management | 64,525 | $2.75M | 0.10% | −300.0% | Reduced |
| Daymark Wealth Partners, LLC | 64,834 | $2.77M | 0.21% | +40,120+162.3% | Added |
| Slagle Financial, LLC | 65,209 | $2.78M | 1.73% | +65,209 | New |
| Banco Santander, S.A. | 65,576 | $2.80M | 0.04% | −72,567−52.5% | Reduced |
| Boston Private Wealth LLC | 65,937 | $2.81M | 0.05% | −6,830−9.4% | Reduced |
| Argent Trust Co | 66,131 | $2.82M | 0.15% | −1,770−2.6% | Reduced |
| RMB Capital Management, LLC | 66,321 | $2.83M | 0.09% | +51+0.1% | Added |
| Burney Co | 66,424 | $2.83M | 0.13% | −2,497−3.6% | Reduced |
| Moors & Cabot, Inc. | 66,440 | $2.84M | 0.19% | −3,713−5.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 66,637 | $2.84M | 0.04% | −386−0.6% | Reduced |
| Pinnacle Financial Partners Inc | 67,528 | $2.88M | 0.07% | −3,830−5.4% | Reduced |