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 |
|---|---|---|---|---|---|
| Hoese & Co LLP | 2,374 | $101.3K | 0.10% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,410 | $102.9K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 2,414 | $103.0K | 0.02% | +207+9.4% | Added |
| Larson Financial Group LLC | 2,460 | $105.0K | 0.01% | −493−16.7% | Reduced |
| Asset Dedication, LLC | 2,499 | $106.0K | 0.01% | −4,146−62.4% | Reduced |
| Capital Analysts, LLC | 2,488 | $106.0K | 0.01% | +100+4.2% | Added |
| First Personal Financial Services | 2,489 | $106.2K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,500 | $106.7K | 0.09% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,504 | $106.9K | 0.05% | +1,770+241.1% | Added |
| Nemes Rush Group LLC | 2,510 | $107.1K | 0.02% | +2,510 | New |
| Acima Private Wealth, LLC | 2,572 | $109.8K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,593 | $110.7K | 0.01% | +197+8.2% | Added |
| Mizuho Securities Co. Ltd. | 2,600 | $111.0K | 0.25% | +2,600 | New |
| Missouri Trust & Investment Co | 2,605 | $111.2K | 0.06% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,661 | $113.6K | 0.12% | −35−1.3% | Reduced |
| Glen Eagle Advisors, LLC | 2,724 | $116.3K | 0.03% | +14+0.5% | Added |
| O'Dell Group, LLC | 2,726 | $116.4K | 0.03% | +2,726 | New |
| Clear Investment Research, LLC | 2,734 | $116.7K | 0.20% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,864 | $122.0K | 0.02% | +278+10.8% | Added |
| Acropolis Investment Management, LLC | 2,971 | $126.8K | 0.01% | +9+0.3% | Added |
| Capital Advisors, Ltd. LLC | 2,988 | $128.0K | 0.02% | +2,058+221.3% | Added |
| Rosenberg Matthew Hamilton | 3,014 | $128.6K | 0.04% | −451−13.0% | Reduced |
| Grove Bank & Trust | 3,014 | $128.6K | 0.03% | −299−9.0% | Reduced |
| Eagle Bay Advisors LLC | 3,034 | $129.5K | 0.07% | −594−16.4% | Reduced |
| SRS Capital Advisors, Inc. | 3,061 | $130.6K | 0.02% | +8+0.3% | Added |
| Atlantic Trust, LLC | 3,081 | $130.9K | 0.04% | +2,970+2,675.7% | Added |
| Cherry Tree Wealth Management, LLC | 3,108 | $132.7K | 0.04% | +3,108 | New |
| Standard Family Office LLC | 3,140 | $134.0K | 0.23% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3,161 | $134.9K | 0.03% | +656+26.2% | Added |
| American National Bank | 3,163 | $135.0K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,169 | $135.3K | 0.08% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,185 | $135.9K | 0.04% | +800+33.5% | Added |
| Venturi Wealth Management, LLC | 3,200 | $136.6K | 0.01% | −1,972−38.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,330 | $142.1K | 0.00% | −450−11.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,334 | $142.3K | 0.06% | −300−8.3% | Reduced |
| Pittenger & Anderson Inc | 3,335 | $142.3K | 0.01% | +1,200+56.2% | Added |
| Creative Financial Designs Inc | 3,370 | $143.8K | 0.02% | +13+0.4% | Added |
| Boyd Watterson Asset Management LLC | 3,482 | $148.6K | 0.06% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 3,547 | $151.4K | 0.07% | 00.0% | Unchanged |
| Trust Co | 3,625 | $154.7K | 0.02% | −319−8.1% | Reduced |
| Covestor Ltd | 3,617 | $155.0K | 0.12% | −858−19.2% | Reduced |
| Column Capital Advisors, LLC | 3,729 | $159.2K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,820 | $163.0K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,825 | $163.3K | 0.02% | −15−0.4% | Reduced |
| Carolinas Wealth Consulting LLC | 3,882 | $165.7K | 0.03% | −692−15.1% | Reduced |
| Bangor Savings Bank | 3,923 | $167.4K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,935 | $167.9K | 0.04% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 3,991 | $170.3K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,995 | $170.5K | 0.04% | +2,866+253.9% | Added |
| Hall Laurie J Trustee | 4,007 | $171.0K | 0.07% | −235−5.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,012 | $172.0K | 0.13% | −400−9.1% | Reduced |
| JJJ Advisors Inc. | 4,041 | $172.5K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,072 | $174.0K | 0.00% | −93−2.2% | Reduced |
| Community Bank, N.A. | 4,125 | $176.1K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 4,200 | $179.3K | 0.02% | −348−7.7% | Reduced |
| Register Financial Advisors LLC | 4,217 | $180.0K | 0.13% | −64−1.5% | Reduced |
| Crewe Advisors LLC | 4,236 | $180.8K | 0.03% | −791−15.7% | Reduced |
| First Pacific Financial | 4,249 | $181.3K | 0.08% | +4,249 | New |
| Centennial Bank | 4,395 | $187.6K | 0.13% | −6,528−59.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,421 | $188.7K | 0.00% | +216+5.1% | Added |
| Farther Finance Advisors, LLC | 4,438 | $189.4K | 0.04% | +816+22.5% | Added |
| Newbridge Financial Services Group, Inc. | 4,443 | $189.6K | 0.09% | −263−5.6% | Reduced |
| ICA Group Wealth Management, LLC | 4,551 | $194.2K | 0.05% | −34,207−88.3% | Reduced |
| Boston Family Office LLC | 4,698 | $200.0K | 0.02% | +4,698 | New |
| Benedetti & Gucer, Inc. | 4,693 | $200.0K | 0.10% | +4,693 | New |
| Alliance Wealth Advisors, LLC | 4,705 | $200.8K | 0.07% | +4,705 | New |
| Resonant Capital Advisors, LLC | 4,712 | $201.1K | 0.02% | +4,712 | New |
| Amarillo National Bank | 4,715 | $201.2K | 0.04% | +4,715 | New |
| First County Bank | 4,720 | $201.4K | 0.10% | +4,720 | New |
| MMBG Investment Advisors Co. | 4,980 | $202.3K | 0.02% | +4,980 | New |
| Petrus Trust Company, LTA | 4,740 | $202.3K | 0.02% | +4,740 | New |
| Washington Trust Advisors, Inc. | 4,750 | $202.7K | 0.02% | −523−9.9% | Reduced |
| Engineers Gate Manager LP | 4,758 | $203.1K | 0.01% | −38,800−89.1% | Reduced |
| Consolidated Planning Corp | 4,765 | $203.4K | 0.04% | +4,765 | New |
| Heron Financial Group, LLC | 4,774 | $203.7K | 0.11% | +4,774 | New |
| PSI Advisors, LLC | 4,779 | $203.9K | 0.09% | −68−1.4% | Reduced |
| Atomi Financial Group, Inc. | 4,799 | $204.8K | 0.09% | +4,799 | New |
| CTC Alternative Strategies, Ltd. | 4,800 | $204.9K | 0.25% | +4,800 | New |
| Intelligence Driven Advisers, LLC | 4,782 | $205.1K | 0.04% | −2,014−29.6% | Reduced |
| Eagle Harbor Asset Management Inc | 4,812 | $205.4K | 0.27% | +4,812 | New |
| Vista Private Wealth Partners. LLC | 4,728 | $205.9K | 0.09% | +4,728 | New |
| Aptus Capital Advisors, LLC | 4,832 | $206.2K | 0.01% | +4,832 | New |
| First Command Bank | 4,847 | $206.9K | 0.02% | −65−1.3% | Reduced |
| First Command Financial Services, Inc. | 4,847 | $206.9K | 0.02% | −65−1.3% | Reduced |
| Hayek Kallen Investment Management | 4,860 | $207.0K | 0.09% | +4,860 | New |
| Samalin Investment Counsel, LLC | 4,853 | $207.1K | 0.11% | +4,853 | New |
| Lodestone Wealth Management LLC | 4,866 | $207.7K | 0.14% | +4,866 | New |
| Tempus Wealth Planning, LLC | 4,873 | $208.0K | 0.09% | +4,873 | New |
| Grandfield & Dodd, LLC | 4,878 | $208.2K | 0.01% | +4,878 | New |
| Advus Financial Partners, LLC | 4,880 | $208.3K | 0.08% | +4,880 | New |
| Clear Street Markets LLC | 4,904 | $209.0K | 0.09% | −2,571−34.4% | Reduced |
| WoodTrust Financial Corp | 4,901 | $209.0K | 0.04% | +4,901 | New |
| Green Square Capital Advisors LLC | 4,902 | $209.2K | 0.03% | +4,902 | New |
| Amplius Wealth Advisors, LLC | 4,910 | $209.5K | 0.03% | +4,910 | New |
| McAdam, LLC | 4,914 | $209.7K | 0.02% | +4,914 | New |
| Principal Street Partners, LLC | 4,938 | $210.8K | 0.05% | +4,938 | New |
| Gabelli & Co Investment Advisers, Inc. | 4,940 | $210.8K | 0.04% | +4,940 | New |
| Mayflower Financial Advisors, LLC | 4,942 | $210.9K | 0.03% | +4,942 | New |
| Affinity Capital Advisors, LLC | 4,943 | $211.0K | 0.06% | +4,943 | New |
| Cornerstone Wealth Advisors, Inc. | 4,949 | $211.2K | 0.07% | +4,949 | New |