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 |
|---|---|---|---|---|---|
| SWS Partners | 67,576 | $2.88M | 1.04% | −542−0.8% | Reduced |
| Sigma Planning Corp | 68,151 | $2.91M | 0.10% | −16,880−19.9% | Reduced |
| Bleakley Financial Group, LLC | 68,167 | $2.91M | 0.09% | +8,915+15.0% | Added |
| Pathstone Family Office, LLC | 72,507 | $2.91M | 0.04% | +4,781+7.1% | Added |
| Horizon Investments, LLC | 69,018 | $2.92M | 0.08% | +3,741+5.7% | Added |
| Lee Danner & Bass Inc | 68,509 | $2.92M | 0.25% | −515−0.7% | Reduced |
| Merit Financial Group, LLC | 68,764 | $2.93M | 0.10% | +3,130+4.8% | Added |
| Moody National Bank Trust Division | 69,546 | $2.97M | 0.20% | −132−0.2% | Reduced |
| Karpas Strategies, LLC | 70,604 | $3.01M | 1.02% | +277+0.4% | Added |
| Pinnacle Bancorp, Inc. | 70,666 | $3.02M | 1.03% | −420−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 71,095 | $3.03M | 0.29% | −341−0.5% | Reduced |
| Schnieders Capital Management LLC | 72,329 | $3.09M | 0.64% | −6,561−8.3% | Reduced |
| Stratos Wealth Partners, LTD. | 72,953 | $3.11M | 0.07% | +14,468+24.7% | Added |
| Vontobel Holding Ltd. | 73,430 | $3.13M | 0.03% | −19,558−21.0% | Reduced |
| Welch & Forbes LLC | 73,476 | $3.14M | 0.05% | +176+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 73,781 | $3.15M | 0.20% | +1,789+2.5% | Added |
| Lawson Kroeker Investment Management Inc | 73,786 | $3.15M | 0.76% | −1,133−1.5% | Reduced |
| Allworth Financial LP | 74,009 | $3.16M | 0.03% | +16,362+28.4% | Added |
| Huntington National Bank | 74,026 | $3.16M | 0.03% | −2,369−3.1% | Reduced |
| Easterly Investment Partners LLC | 74,490 | $3.18M | 0.28% | −2,830−3.7% | Reduced |
| HighMark Wealth Management LLC | 74,775 | $3.19M | 2.40% | +330.0% | Added |
| Culbertson A N & Co Inc | 74,832 | $3.19M | 0.62% | −3,770−4.8% | Reduced |
| Guardian Capital Advisors LP | 73,952 | $3.20M | 0.36% | −5,011−6.3% | Reduced |
| Synovus Financial Corp | 75,412 | $3.22M | 0.04% | +1,060+1.4% | Added |
| Pinebridge Investments, L.P. | 75,715 | $3.23M | 0.03% | −182,239−70.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 75,872 | $3.24M | 0.34% | +25,140+49.6% | Added |
| Bradley Foster & Sargent Inc | 76,183 | $3.25M | 0.07% | −1,425−1.8% | Reduced |
| Mission Wealth Management, LP | 76,575 | $3.27M | 0.12% | −860−1.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 77,000 | $3.29M | 0.47% | 00.0% | Unchanged |
| National Asset Management, Inc. | 78,554 | $3.33M | 0.07% | −6,691−7.8% | Reduced |
| Weik Capital Management | 78,373 | $3.34M | 1.58% | −1,620−2.0% | Reduced |
| Kestra Private Wealth Services, LLC | 78,593 | $3.35M | 0.11% | +14,573+22.8% | Added |
| YHB Investment Advisors, Inc. | 79,539 | $3.39M | 0.32% | +2,784+3.6% | Added |
| Wedbush Securities Inc | 79,657 | $3.40M | 0.16% | −9,174−10.3% | Reduced |
| Peapack Gladstone Financial Corp | 79,661 | $3.40M | 0.06% | −1,963−2.4% | Reduced |
| Banque Cantonale Vaudoise | 80,018 | $3.42M | 0.16% | −8,800−9.9% | Reduced |
| Tiaa, FSB | 80,189 | $3.42M | 0.01% | −884−1.1% | Reduced |
| Aspen Grove Capital, LLC | 80,346 | $3.43M | 1.11% | +4,219+5.5% | Added |
| Cetera Advisors LLC | 80,369 | $3.43M | 0.05% | −7,106−8.1% | Reduced |
| Continental Advisors LLC | 80,402 | $3.43M | 3.03% | 00.0% | Unchanged |
| Asio Capital, LLC | 80,709 | $3.44M | 0.85% | +1,559+2.0% | Added |
| Bessemer Group Inc | 81,649 | $3.48M | 0.01% | +6,298+8.4% | Added |
| Clear Harbor Asset Management, LLC | 82,368 | $3.52M | 0.35% | −21,541−20.7% | Reduced |
| MAI Capital Management | 82,501 | $3.52M | 0.05% | −3,359−3.9% | Reduced |
| Connable Office Inc | 82,512 | $3.52M | 0.48% | −75−0.1% | Reduced |
| Advisory Services Network, LLC | 83,482 | $3.56M | 0.09% | −3,465−4.0% | Reduced |
| Independent Advisor Alliance | 83,957 | $3.58M | 0.16% | −2,343−2.7% | Reduced |
| Tudor Investment Corp Et Al | 84,280 | $3.60M | 0.06% | −37,021−30.5% | Reduced |
| Alberta Investment Management Corp | 84,800 | $3.62M | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 84,916 | $3.62M | 0.16% | −628−0.7% | Reduced |
| McGinn Investment Management, Inc. | 85,436 | $3.65M | 2.63% | −76−0.1% | Reduced |
| Woodward Diversified Capital, LLC | 85,513 | $3.65M | 2.75% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 85,948 | $3.67M | 0.10% | +18,169+26.8% | Added |
| United Services Automobile Association | 86,081 | $3.67M | 0.11% | +560+0.7% | Added |
| Wesleyan Assurance Society | 86,500 | $3.69M | 0.39% | 00.0% | Unchanged |
| Capital International Inc | 86,795 | $3.70M | 0.07% | +68,867+384.1% | Added |
| Vestcor Inc | 87,063 | $3.72M | 0.14% | −21,487−19.8% | Reduced |
| Savant Capital, LLC | 87,083 | $3.72M | 0.06% | +12,260+16.4% | Added |
| Richard Bernstein Advisors LLC | 87,160 | $3.72M | 0.08% | 00.0% | Unchanged |
| Elgethun Capital Management | 87,779 | $3.75M | 1.13% | +813+0.9% | Added |
| Gifford Fong Associates | 88,052 | $3.76M | 0.88% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 88,064 | $3.76M | 0.04% | +8,084+10.1% | Added |
| Orion Portfolio Solutions, LLC | 88,064 | $3.76M | 0.04% | +8,084+10.1% | Added |
| Kerrisdale Advisers, LLC | 88,821 | $3.79M | 1.02% | 00.0% | Unchanged |
| Factorial Partners, LLC | 89,300 | $3.81M | 2.63% | 00.0% | Unchanged |
| Altrafin AG | 89,400 | $3.82M | 1.71% | +100.0% | Added |
| Quantinno Capital Management LP | 89,400 | $3.82M | 0.22% | +32,972+58.4% | Added |
| Mill Capital Management, LLC | 89,585 | $3.82M | 0.36% | 00.0% | Unchanged |
| Crestline Management, LP | 89,746 | $3.83M | 0.42% | −210,000−70.1% | Reduced |
| Concentric Wealth Management, LLC | 89,909 | $3.84M | 1.22% | −3,224−3.5% | Reduced |
| Callan Family Office, LLC | 90,267 | $3.85M | 1.02% | −36,800−29.0% | Reduced |
| Assenagon Asset Management S.A. | 90,285 | $3.85M | 0.02% | −5,494−5.7% | Reduced |
| Cohen Klingenstein LLC | 90,900 | $3.88M | 0.17% | 00.0% | Unchanged |
| Western Financial Corp | 91,190 | $3.89M | 2.65% | −160.0% | Reduced |
| Capstone Investment Advisors, LLC | 91,646 | $3.91M | 0.12% | −75,558−45.2% | Reduced |
| NWF Advisory Services Inc. | 92,394 | $3.94M | 0.91% | 00.0% | Unchanged |
| Twin Capital Management Inc | 92,499 | $3.95M | 0.51% | +9,691+11.7% | Added |
| Bahl & Gaynor Inc | 94,827 | $4.05M | 0.02% | −4,879−4.9% | Reduced |
| Brookmont Capital Management | 95,050 | $4.06M | 2.45% | +180.0% | Added |
| Apexium Financial, LP | 95,543 | $4.08M | 0.36% | +10.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 95,564 | $4.08M | 2.04% | +23,169+32.0% | Added |
| Quadrature Capital Ltd | 95,711 | $4.08M | 0.09% | −217,553−69.4% | Reduced |
| Atria Wealth Solutions, Inc. | 97,283 | $4.15M | 0.06% | +12,199+14.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 97,516 | $4.16M | 0.45% | −1,177−1.2% | Reduced |
| Regions Financial Corp | 99,021 | $4.23M | 0.04% | +12,288+14.2% | Added |
| Stephens Inc | 99,148 | $4.23M | 0.08% | +22,744+29.8% | Added |
| Madison Asset Management, LLC | 99,568 | $4.25M | 0.06% | +266+0.3% | Added |
| ExodusPoint Capital Management, LP | 99,613 | $4.25M | 0.05% | −73,617−42.5% | Reduced |
| Verition Fund Management LLC | 100,174 | $4.28M | 0.07% | −505,316−83.5% | Reduced |
| EP Wealth Advisors, LLC | 10,834 | $4.28M | 0.07% | +7,367+212.5% | Added |
| Imprint Wealth LLC | 100,360 | $4.28M | 2.70% | +1,583+1.6% | Added |
| California First Leasing Corp | 100,400 | $4.29M | 2.62% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 100,804 | $4.30M | 0.16% | −19,428−16.2% | Reduced |
| Winslow Asset Management Inc | 101,020 | $4.31M | 0.93% | −2,910−2.8% | Reduced |
| Level Four Advisory Services, LLC | 101,634 | $4.34M | 0.26% | +1,747+1.7% | Added |
| Barr E S & Co | 101,808 | $4.35M | 0.33% | −543−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 102,091 | $4.36M | 0.16% | −28,825−22.0% | Reduced |
| Unison Asset Management LLC | 102,151 | $4.36M | 2.91% | +129+0.1% | Added |
| Vinva Investment Management Ltd | 104,491 | $4.44M | 0.39% | +15,607+17.6% | Added |
| Procyon Private Wealth Partners, LLC | 104,277 | $4.45M | 0.56% | +104,277 | New |