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 |
|---|---|---|---|---|---|
| Cedar Mountain Advisors, LLC | 643 | $27.4K | 0.01% | +79+14.0% | Added |
| Silicon Valley Capital Partners | 644 | $27.5K | 0.01% | −2,729−80.9% | Reduced |
| TFC Financial Management | 655 | $28.0K | 0.01% | +276+72.8% | Added |
| Barrett & Company, Inc. | 665 | $28.4K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 679 | $29.0K | 0.01% | −93−12.0% | Reduced |
| IMA Wealth, Inc. | 693 | $29.6K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 700 | $29.9K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 741 | $31.0K | 0.02% | +550+288.0% | Added |
| Marshall Wace, LLP | 740 | $31.6K | 0.00% | +740 | New |
| Country Trust Bank | 778 | $33.2K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 795 | $33.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 800 | $34.1K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 859 | $36.0K | 0.00% | −4,594−84.2% | Reduced |
| Cyrus J. Lawrence, LLC | 900 | $38.0K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 900 | $38.4K | 0.04% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 906 | $38.7K | 0.03% | +12+1.3% | Added |
| Worth Asset Management, LLC | 950 | $40.5K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 971 | $41.0K | 0.00% | −18,000−94.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 982 | $41.9K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 979 | $42.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 998 | $42.6K | 0.02% | 00.0% | Unchanged |
| Westport Asset Management Inc | 1,000 | $42.7K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,009 | $44.0K | 0.00% | +594+143.1% | Added |
| Addison Advisors LLC | 1,032 | $44.0K | 0.02% | +42+4.2% | Added |
| Belmont Capital, LLC | 1,046 | $44.6K | 0.03% | +492+88.8% | Added |
| Rise Advisors, LLC | 1,046 | $44.6K | 0.03% | −98−8.6% | Reduced |
| Atticus Wealth Management, LLC | 1,050 | $44.8K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,152 | $49.2K | 0.02% | +1,000+657.9% | Added |
| City Holding Co | 1,160 | $49.5K | 0.01% | +1,160 | New |
| Paladin Advisory Group, LLC | 1,167 | $49.8K | 0.04% | +282+31.9% | Added |
| West Financial Advisors, LLC | 1,180 | $50.4K | 0.01% | +981+493.0% | Added |
| McIlrath & Eck, LLC | 1,194 | $51.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 1,200 | $51.2K | 0.00% | −883−42.4% | Reduced |
| WR Wealth Planners, LLC | 1,217 | $51.9K | 0.02% | +667+121.3% | Added |
| Bank of New Hampshire | 1,220 | $52.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,223 | $52.2K | 0.03% | −1,318−51.9% | Reduced |
| Arcadia Investment Management Corp | 1,225 | $52.3K | 0.01% | −66−5.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,225 | $52.3K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,254 | $53.5K | 0.01% | −280−18.3% | Reduced |
| Tfo-TDC, LLC | 1,260 | $53.8K | 0.01% | +1,225+3,500.0% | Added |
| First Capital Advisors Group, LLC. | 1,260 | $53.8K | 0.03% | +1,260 | New |
| Cranbrook Wealth Management, LLC | 1,275 | $54.4K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,276 | $54.5K | 0.03% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,285 | $54.8K | 0.05% | +1,285 | New |
| Annapolis Financial Services, LLC | 1,298 | $55.4K | 0.02% | −190−12.8% | Reduced |
| Heritage Wealth Advisors | 1,306 | $55.7K | 0.00% | −2,902−69.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,333 | $56.9K | 0.03% | +1,333 | New |
| Mascoma Wealth Management LLC | 1,281 | $57.0K | 0.02% | −33−2.5% | Reduced |
| Brown Shipley& Co Ltd | 1,336 | $57.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,341 | $57.2K | 0.02% | +14+1.1% | Added |
| Johnson Midwest Financial, LLC | 1,342 | $57.3K | 0.05% | +9+0.7% | Added |
| Family CFO Inc | 1,347 | $57.5K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,357 | $57.9K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1,363 | $58.0K | 0.02% | +1,363 | New |
| AM Squared Ltd | 1,400 | $59.8K | 0.07% | −2,700−65.9% | Reduced |
| Ulland Investment Advisors, LLC | 1,435 | $61.0K | 0.06% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,439 | $61.4K | 0.04% | +10+0.7% | Added |
| Lumature Wealth Partners, LLC | 1,479 | $63.1K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,516 | $64.7K | 0.02% | −52−3.3% | Reduced |
| Union Savings Bank | 1,403 | $64.7K | 0.04% | +1,403 | New |
| Kessler Investment Group, LLC | 1,519 | $64.8K | 0.05% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,529 | $65.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,530 | $65.3K | 0.06% | −2,772−64.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,532 | $65.4K | 0.03% | −116−7.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,576 | $67.0K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,577 | $67.3K | 0.02% | +108+7.4% | Added |
| Mendota Financial Group, LLC | 1,604 | $68.5K | 0.08% | +333+26.2% | Added |
| Abound Wealth Management | 1,613 | $68.8K | 0.03% | −59−3.5% | Reduced |
| Sound Income Strategies, LLC | 1,620 | $69.1K | 0.01% | +734+82.8% | Added |
| WFA Asset Management Corp | 1,683 | $71.8K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,718 | $73.3K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,761 | $75.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,763 | $75.2K | 0.02% | −762−30.2% | Reduced |
| Endurance Wealth Management, Inc. | 1,785 | $76.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,789 | $76.0K | 0.03% | +13+0.7% | Added |
| DT Investment Partners, LLC | 1,675 | $76.6K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,867 | $79.7K | 0.09% | −346−15.6% | Reduced |
| Banco de Sabadell, S.A | 1,939 | $81.0K | 0.07% | +18+0.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $81.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,898 | $81.0K | 0.05% | +1,898 | New |
| Laffer Tengler Investments | 1,903 | $81.2K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,779 | $82.1K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 1,944 | $83.0K | 0.03% | +287+17.3% | Added |
| PCA Investment Advisory Services Inc. | 1,949 | $83.2K | 0.05% | +1,949 | New |
| Armstrong Advisory Group, Inc | 1,983 | $84.6K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 2,000 | $85.4K | 0.05% | −300−13.0% | Reduced |
| Spirit of America Management Corp | 2,000 | $85.4K | 0.02% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 2,018 | $86.1K | 0.08% | +2,018 | New |
| Global Financial Private Client, LLC | 2,021 | $87.7K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,061 | $88.0K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 2,131 | $91.0K | 0.06% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,144 | $91.5K | 0.02% | +2+0.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $93.6K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,205 | $94.1K | 0.04% | +6+0.3% | Added |
| Gables Capital Management Inc. | 2,220 | $94.8K | 0.06% | +300+15.6% | Added |
| Pinnacle Holdings, LLC | 2,227 | $95.0K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 2,243 | $95.7K | 0.04% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,271 | $97.0K | 0.03% | −12−0.5% | Reduced |
| First Financial Corp | 2,316 | $98.8K | 0.06% | +106+4.8% | Added |
| BOK Financial Private Wealth, Inc. | 2,367 | $101.0K | 0.01% | −68−2.8% | Reduced |