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 |
|---|---|---|---|---|---|
| Encompass Wealth Advisors, LLC | 4,957 | $211.6K | 0.07% | +4,957 | New |
| Court Place Advisors, LLC | 4,970 | $212.1K | 0.07% | −500−9.1% | Reduced |
| Chapin Davis, Inc. | 4,984 | $212.7K | 0.10% | +4,984 | New |
| Marino, Stram & Associates LLC | 4,988 | $212.9K | 0.06% | +4,988 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,980 | $213.0K | 0.00% | −5,236−51.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 4,997 | $213.3K | 0.04% | +4,997 | New |
| Puzo Michael J | 5,000 | $213.4K | 0.07% | +5,000 | New |
| Hourglass Capital, LLC | 5,000 | $213.4K | 0.07% | +5,000 | New |
| Parkside Financial Bank & Trust | 5,004 | $213.6K | 0.05% | +715+16.7% | Added |
| O'Rourke & Company, Inc | 5,005 | $214.0K | 0.15% | +5,005 | New |
| Indiana Trust & Investment Management CO | 5,015 | $214.0K | 0.11% | +5,015 | New |
| Caldwell Sutter Capital, Inc. | 5,034 | $214.9K | 0.11% | +2,223+79.1% | Added |
| Augustine Asset Management Inc | 5,067 | $216.3K | 0.10% | +5,067 | New |
| Key Client Fiduciary Advisors, LLC | 5,072 | $216.5K | 0.13% | +5,072 | New |
| Levin Capital Strategies, L.P. | 5,077 | $216.7K | 0.03% | −600−10.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 5,080 | $216.8K | 0.01% | +5,080 | New |
| Narus Financial Partners, LLC | 5,095 | $217.5K | 0.11% | +5,095 | New |
| Echo Street Capital Management LLC | 5,100 | $217.7K | 0.00% | +5,100 | New |
| Whalerock Point Partners, LLC | 5,108 | $218.0K | 0.07% | +5,108 | New |
| Mission Creek Capital Partners, Inc. | 5,109 | $218.1K | 0.07% | −969−15.9% | Reduced |
| Burt Wealth Advisors | 5,117 | $218.4K | 0.07% | +5,117 | New |
| Headlands Technologies LLC | 5,139 | $219.3K | 0.07% | +5,139 | New |
| Moloney Securities Asset Management, LLC | 5,150 | $219.8K | 0.04% | +5,150 | New |
| Park Place Capital Corp | 5,195 | $221.7K | 0.06% | +49+1.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,204 | $222.1K | 0.07% | −1,759−25.3% | Reduced |
| Pegasus Asset Management, Inc. | 5,215 | $222.6K | 0.10% | +5,215 | New |
| Acorn Wealth Advisors, LLC | 5,230 | $223.2K | 0.15% | −206−3.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,241 | $223.7K | 0.01% | −1,809−25.7% | Reduced |
| Matrix Private Capital Group LLC | 5,247 | $224.0K | 0.16% | +5,247 | New |
| Brave Warrior Advisors, LLC | 5,250 | $224.1K | 0.01% | +5,250 | New |
| Deltec Asset Management LLC | 5,260 | $224.5K | 0.05% | +5,260 | New |
| Pegasus Partners Ltd. | 5,284 | $225.5K | 0.03% | +5,284 | New |
| Constitution Capital LLC | 5,300 | $226.2K | 0.13% | +5,300 | New |
| Mosaic Family Wealth Partners, LLC | 5,308 | $226.5K | 0.04% | −432−7.5% | Reduced |
| Weaver Consulting Group | 5,308 | $226.5K | 0.10% | −56−1.0% | Reduced |
| MBL Wealth, LLC | 5,320 | $227.0K | 0.03% | +5,320 | New |
| Studio Investment Management LLC | 5,326 | $227.3K | 0.06% | +2,934+122.7% | Added |
| Golden Green, Inc. | 5,343 | $228.0K | 0.25% | −42−0.8% | Reduced |
| Alaethes Wealth LLC | 5,363 | $228.9K | 0.13% | +5,363 | New |
| BFT Financial Group, LLC | 5,372 | $229.3K | 0.03% | −623−10.4% | Reduced |
| Capital Wealth Alliance, LLC | 5,392 | $230.2K | 0.17% | +5,392 | New |
| Magnus Financial Group LLC | 5,395 | $230.3K | 0.03% | −467−8.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,401 | $230.5K | 0.06% | 00.0% | Unchanged |
| Summit Global Investments | 5,410 | $231.0K | 0.02% | 00.0% | Unchanged |
| Ghe, LLC | 6,790 | $231.1K | 0.15% | −1,133−14.3% | Reduced |
| Denver Wealth Management, Inc. | 5,424 | $231.5K | 0.16% | +32+0.6% | Added |
| Strategic Blueprint, LLC | 5,426 | $231.6K | 0.02% | +5,426 | New |
| Meeder Asset Management Inc | 5,430 | $231.8K | 0.02% | −1,295−19.3% | Reduced |
| Financial Advocates Investment Management | 5,430 | $231.8K | 0.02% | −161−2.9% | Reduced |
| Advisor OS, LLC | 5,439 | $232.1K | 0.04% | −622−10.3% | Reduced |
| Howard Capital Management Group, LLC | 5,450 | $232.6K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5,465 | $233.2K | 0.09% | −500−8.4% | Reduced |
| Powers Advisory Group, LLC | 5,471 | $233.5K | 0.15% | −88−1.6% | Reduced |
| Successful Portfolios LLC | 5,473 | $233.6K | 0.20% | −1,266−18.8% | Reduced |
| MSH Capital Advisors LLC | 5,484 | $234.0K | 0.09% | −10−0.2% | Reduced |
| Hardy Reed LLC | 5,489 | $234.3K | 0.04% | +5,489 | New |
| Finer Wealth Management, Inc. | 5,490 | $234.3K | 0.18% | −40−0.7% | Reduced |
| Advisory Alpha, LLC | 5,525 | $235.8K | 0.01% | −245−4.2% | Reduced |
| Flputnam Investment Management Co | 5,528 | $235.9K | 0.01% | −1,237−18.3% | Reduced |
| Alphadyne Asset Management LP | 5,531 | $236.1K | 0.72% | +5,531 | New |
| Prelude Capital Management, LLC | 5,540 | $236.4K | 0.02% | −533−8.8% | Reduced |
| Verus Capital Partners, LLC | 5,543 | $236.6K | 0.03% | +5,543 | New |
| SPC Financial, Inc. | 5,545 | $236.7K | 0.03% | 00.0% | Unchanged |
| Gratus Capital LLC | 5,549 | $236.8K | 0.02% | +5,549 | New |
| Raleigh Capital Management Inc. | 5,551 | $236.9K | 0.12% | +534+10.6% | Added |
| Landscape Capital Management, L.L.C. | 5,552 | $237.0K | 0.03% | −100,621−94.8% | Reduced |
| Silverlake Wealth Management LLC | 5,577 | $238.0K | 0.13% | −36−0.6% | Reduced |
| M&R Capital Management Inc | 5,588 | $238.5K | 0.06% | −190−3.3% | Reduced |
| Detalus Advisors, LLC | 5,600 | $239.0K | 0.11% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,627 | $240.2K | 0.05% | −226−3.9% | Reduced |
| HHM Wealth Advisors, LLC | 5,645 | $240.9K | 0.05% | 00.0% | Unchanged |
| Family Firm, Inc. | 5,651 | $241.2K | 0.06% | −85−1.5% | Reduced |
| Investment Advisory Group, LLC | 5,661 | $241.6K | 0.12% | −511−8.3% | Reduced |
| First National Bank of Hutchinson | 5,668 | $241.9K | 0.18% | 00.0% | Unchanged |
| Planning Center, Inc. | 5,686 | $242.7K | 0.06% | −995−14.9% | Reduced |
| Hohimer Wealth Management, LLC | 5,687 | $242.7K | 0.07% | +5,687 | New |
| Ballast, Inc. | 5,690 | $242.8K | 0.09% | 00.0% | Unchanged |
| Patten & Patten Inc | 5,714 | $243.9K | 0.02% | +25+0.4% | Added |
| West Oak Capital, LLC | 5,725 | $244.3K | 0.12% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 5,735 | $244.8K | 0.06% | +140+2.5% | Added |
| Unionview, LLC | 5,748 | $245.3K | 0.22% | −160−2.7% | Reduced |
| Salomon & Ludwin, LLC | 5,750 | $245.4K | 0.03% | −10.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 5,759 | $245.8K | 0.04% | +2,238+63.6% | Added |
| West Wealth Group, LLC | 5,779 | $246.6K | 0.10% | +24+0.4% | Added |
| Weinberger Asset Management, Inc | 5,779 | $246.6K | 0.14% | +55+1.0% | Added |
| Guyasuta Investment Advisors Inc | 5,818 | $248.3K | 0.02% | −80−1.4% | Reduced |
| Auxano Advisors, LLC | 6,654 | $248.7K | 0.10% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 5,748 | $249.5K | 0.01% | −530−8.4% | Reduced |
| Cape Investment Advisory, Inc. | 5,848 | $249.6K | 0.14% | +436+8.1% | Added |
| Bridgewealth Advisory Group, LLC | 5,856 | $250.0K | 0.41% | +10.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,871 | $250.6K | 0.06% | +11+0.2% | Added |
| Papp L Roy & Associates | 5,879 | $250.9K | 0.03% | −833−12.4% | Reduced |
| Defender Capital, LLC. | 5,893 | $251.5K | 0.09% | 00.0% | Unchanged |
| Trust Co of Virginia | 5,903 | $251.9K | 0.03% | +5,903 | New |
| Atlas Brown,Inc. | 5,905 | $252.0K | 0.11% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 5,908 | $252.2K | 0.07% | +5,908 | New |
| Klingenstein Fields & Co LP | 5,912 | $252.3K | 0.01% | +5,912 | New |
| Arcataur Capital Management LLC | 5,914 | $252.4K | 0.10% | +5,914 | New |
| Kesler, Norman & Wride, LLC | 5,917 | $252.6K | 0.06% | +13+0.2% | Added |
| Millennium Capital Advisors, LLC | 5,950 | $253.9K | 0.21% | +50+0.8% | Added |