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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 104,696 | $4.47M | 0.09% | +7,368+7.6% | Added |
| Dorchester Wealth Management Co | 104,738 | $4.47M | 0.91% | +2,540+2.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 104,978 | $4.48M | 0.09% | −49,238−31.9% | Reduced |
| Hutchinson Capital Management | 107,673 | $4.60M | 1.08% | +390.0% | Added |
| Harvest Portfolios Group Inc. | 108,184 | $4.62M | 0.21% | −8,358−7.2% | Reduced |
| King Luther Capital Management Corp | 108,267 | $4.62M | 0.02% | +4,621+4.5% | Added |
| Integrated Wealth Concepts LLC | 108,323 | $4.62M | 0.08% | +8,565+8.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 108,920 | $4.65M | 0.31% | −43,090−28.3% | Reduced |
| PFG Advisors | 110,284 | $4.71M | 0.36% | −4,333−3.8% | Reduced |
| NBW Capital LLC | 110,561 | $4.72M | 1.10% | +7,226+7.0% | Added |
| Ashton Thomas Private Wealth, LLC | 111,883 | $4.78M | 0.36% | +7,504+7.2% | Added |
| River & Mercantile Asset Management LLP | 112,049 | $4.78M | 0.95% | −11,850−9.6% | Reduced |
| MSD Partners, L.P. | 112,325 | $4.79M | 0.44% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 112,445 | $4.80M | 0.37% | +26,250+30.5% | Added |
| Hoey Investments, Inc | 113,026 | $4.82M | 1.60% | +8,109+7.7% | Added |
| Lido Advisors, LLC | 114,434 | $4.88M | 0.06% | −117,059−50.6% | Reduced |
| Clayton Partners LLC | 114,756 | $4.90M | 4.23% | −50,995−30.8% | Reduced |
| Avantax Advisory Services, Inc. | 115,650 | $4.94M | 0.06% | +8,851+8.3% | Added |
| Caxton Associates LP | 116,387 | $4.97M | 0.73% | +116,387 | New |
| Marble Harbor Investment Counsel, LLC | 117,394 | $5.01M | 0.63% | +485+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 118,359 | $5.05M | 0.13% | −1,420−1.2% | Reduced |
| Thompson Investment Management, Inc. | 118,507 | $5.06M | 0.82% | +1,338+1.1% | Added |
| First National Bank of Omaha | 118,928 | $5.08M | 0.29% | −4,872−3.9% | Reduced |
| Whittier Trust Co | 119,450 | $5.10M | 0.09% | −6,989−5.5% | Reduced |
| Tower Bridge Advisors | 120,509 | $5.14M | 0.47% | −2,351−1.9% | Reduced |
| Empirical Finance, LLC | 121,476 | $5.18M | 0.40% | +11,819+10.8% | Added |
| Kovitz Investment Group Partners, LLC | 122,373 | $5.22M | 0.08% | +1,631+1.4% | Added |
| Metis Global Partners, LLC | 122,564 | $5.23M | 0.28% | −9,849−7.4% | Reduced |
| Sowell Financial Services LLC | 123,510 | $5.27M | 0.29% | +25,375+25.9% | Added |
| Interval Partners, LP | 123,509 | $5.27M | 0.26% | −42,618−25.7% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 125,634 | $5.36M | 0.70% | −302,671−70.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 126,548 | $5.40M | 0.49% | +982+0.8% | Added |
| Phoenix Holdings Ltd. | 127,239 | $5.44M | 0.11% | −3,201,841−96.2% | Reduced |
| Baxter Bros Inc | 127,507 | $5.44M | 0.81% | −2,078−1.6% | Reduced |
| Sicart Associates LLC | 128,128 | $5.47M | 2.12% | −680−0.5% | Reduced |
| Wedmont Private Capital | 125,570 | $5.47M | 0.59% | +107,249+585.4% | Added |
| Chesley Taft & Associates LLC | 128,516 | $5.49M | 0.34% | −2,409−1.8% | Reduced |
| Uncommon Cents Investing LLC | 128,864 | $5.50M | 1.94% | +105+0.1% | Added |
| Long Focus Capital Management, LLC | 128,900 | $5.50M | 0.83% | 00.0% | Unchanged |
| Man Group plc | 129,074 | $5.51M | 0.02% | – | – |
| Nomura Holdings Inc | 129,534 | $5.53M | 0.06% | −100,619−43.7% | Reduced |
| TD Private Client Wealth LLC | 130,050 | $5.55M | 0.24% | +14,587+12.6% | Added |
| Estabrook Capital Management | 132,641 | $5.66M | 0.94% | −1,098−0.8% | Reduced |
| Beacon Financial Group | 133,425 | $5.66M | 0.77% | −2,613−1.9% | Reduced |
| tru Independence LLC | 133,919 | $5.72M | 1.88% | +5,690+4.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 134,695 | $5.75M | 0.43% | −892−0.7% | Reduced |
| Institutional & Family Asset Management, LLC | 135,804 | $5.80M | 0.95% | +590.0% | Added |
| Jarislowsky, Fraser Ltd | 136,081 | $5.81M | 0.03% | −13,000−8.7% | Reduced |
| Salzhauer Michael | 137,549 | $5.87M | 6.34% | +2,557+1.9% | Added |
| DCM Advisors, LLC | 137,584 | $5.87M | 2.52% | −1,123−0.8% | Reduced |
| Los Angeles Capital Management LLC | 137,928 | $5.89M | 0.02% | −37,856−21.5% | Reduced |
| La Banque Postale Asset Management SA | 137,967 | $5.89M | 0.14% | −39,039−22.1% | Reduced |
| Picton Mahoney Asset Management | 138,960 | $5.93M | 0.29% | −13,350−8.8% | Reduced |
| Gibraltar Capital Management, Inc. | 141,494 | $6.04M | 2.68% | −2,121−1.5% | Reduced |
| Tufton Capital Management | 142,058 | $6.06M | 1.31% | −879−0.6% | Reduced |
| Blume Capital Management, Inc. | 143,533 | $6.13M | 1.81% | +5,150+3.7% | Added |
| BerganKDV Wealth Management, LLC | 144,335 | $6.16M | 0.62% | +704+0.5% | Added |
| Empowered Funds, LLC | 144,868 | $6.18M | 0.22% | +35,299+32.2% | Added |
| EA Series Trust | 144,868 | $6.18M | 0.22% | +144,868 | New |
| Beacon Pointe Advisors, LLC | 148,236 | $6.33M | 0.10% | −14,261−8.8% | Reduced |
| Poehling Capital Management, LLC | 148,276 | $6.33M | 2.14% | −3,367−2.2% | Reduced |
| Monte Financial Group, LLC | 148,712 | $6.35M | 3.09% | +4,021+2.8% | Added |
| Ally Financial Inc. | 150,000 | $6.40M | 0.90% | 00.0% | Unchanged |
| Edgar Lomax Co | 150,957 | $6.44M | 0.42% | −2,068−1.4% | Reduced |
| Chartwell Investment Partners, LLC | 151,928 | $6.48M | 0.23% | +38,178+33.6% | Added |
| Cynosure Management, LLC | 153,455 | $6.55M | 1.97% | +74,460+94.3% | Added |
| Baker Tilly Wealth Management, LLC | 153,868 | $6.57M | 0.69% | +902+0.6% | Added |
| BTC Capital Management, Inc. | 154,641 | $6.60M | 0.71% | −2,102−1.3% | Reduced |
| Advisor Partners II, LLC | 155,542 | $6.64M | 0.31% | +40,040+34.7% | Added |
| Kestra Advisory Services, LLC | 155,878 | $6.65M | 0.07% | −9,485−5.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 155,983 | $6.66M | 0.55% | −2,954−1.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 156,461 | $6.68M | 0.11% | −4,550−2.8% | Reduced |
| CSM Advisors, LLC | 158,180 | $6.75M | 0.51% | −345−0.2% | Reduced |
| Meritage Portfolio Management | 158,754 | $6.78M | 0.48% | −9,238−5.5% | Reduced |
| Adams Asset Advisors, LLC | 160,516 | $6.85M | 1.00% | −26,250−14.1% | Reduced |
| Metropolitan Life Insurance Co | 163,520 | $6.98M | 0.34% | −6,915−4.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 164,882 | $7.04M | 0.28% | −220−0.1% | Reduced |
| New England Asset Management Inc | 164,937 | $7.04M | 1.02% | 00.0% | Unchanged |
| Waycross Partners, LLC | 166,356 | $7.10M | 1.54% | +28,330+20.5% | Added |
| Highland Capital Management, LLC | 167,329 | $7.14M | 0.46% | −3,707−2.2% | Reduced |
| Wolverine Trading, LLC | 169,056 | $7.18M | 0.10% | +16,311+10.7% | Added |
| Atria Investments LLC | 168,812 | $7.20M | 0.13% | −16,494−8.9% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 169,510 | $7.23M | 3.35% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 171,164 | $7.31M | 0.24% | +8,916+5.5% | Added |
| Bokf, NA | 171,215 | $7.31M | 0.15% | +32,039+23.0% | Added |
| GTS Securities LLC | 172,729 | $7.37M | 0.23% | +172,729 | New |
| TD Waterhouse Canada Inc. | 156,179 | $7.39M | 0.07% | −43,237−21.7% | Reduced |
| GWM Advisors LLC | 174,496 | $7.45M | 0.08% | −8,682−4.7% | Reduced |
| JustInvest LLC | 175,378 | $7.49M | 0.23% | +22,087+14.4% | Added |
| Wealthsource Partners, LLC | 176,286 | $7.52M | 0.50% | −2,047−1.1% | Reduced |
| UniSuper Management Pty Ltd | 177,025 | $7.56M | 0.09% | +177,025 | New |
| Hennessy Advisors Inc | 180,000 | $7.68M | 0.55% | −16,000−8.2% | Reduced |
| RBF Capital, LLC | 180,000 | $7.68M | 0.48% | +80,000+80.0% | Added |
| Freestone Capital Holdings, LLC | 183,141 | $7.82M | 0.32% | +17,801+10.8% | Added |
| Consilium Wealth Advisory, LLC | 183,806 | $7.84M | 5.44% | +385+0.2% | Added |
| New Mexico Educational Retirement Board | 185,116 | $7.90M | 0.35% | +8,800+5.0% | Added |
| Perigon Wealth Management, LLC | 185,890 | $7.93M | 0.31% | +64,474+53.1% | Added |
| Hudson Bay Capital Management LP | 186,500 | $7.96M | 0.08% | −1,063,500−85.1% | Reduced |
| Acadian Asset Management LLC | 188,536 | $8.04M | 0.03% | +64,399+51.9% | Added |
| Marathon Trading Investment Management LLC | 189,146 | $8.07M | 5.02% | −54,531−22.4% | Reduced |