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 |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 5,977 | $254.0K | 0.01% | +1,317+28.3% | Added |
| Angeles Investment Advisors, LLC | 5,983 | $255.4K | 0.02% | −827−12.1% | Reduced |
| Woodstock Corp | 5,984 | $255.4K | 0.03% | −1,000−14.3% | Reduced |
| Nations Financial Group Inc, | 5,993 | $255.8K | 0.03% | +59+1.0% | Added |
| Tucker Asset Management LLC | 5,994 | $255.8K | 0.07% | −341−5.4% | Reduced |
| Fenimore Asset Management Inc | 6,000 | $256.1K | 0.01% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 6,000 | $256.1K | 0.25% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 6,002 | $256.2K | 0.06% | −590−9.0% | Reduced |
| Wallace Capital Management Inc. | 6,010 | $256.5K | 0.04% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 6,027 | $257.3K | 0.10% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,052 | $258.0K | 0.01% | −37−0.6% | Reduced |
| SeaBridge Investment Advisors LLC | 6,045 | $258.0K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 6,060 | $258.6K | 0.20% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 6,063 | $258.8K | 0.04% | +6,063 | New |
| CVA Family Office, LLC | 6,076 | $259.3K | 0.05% | −2,389−28.2% | Reduced |
| Black Maple Capital Management LP | 6,100 | $260.3K | 0.30% | −2,000−24.7% | Reduced |
| Riverbridge Partners LLC | 6,100 | $260.3K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 6,118 | $261.1K | 0.17% | +571+10.3% | Added |
| Glassman Wealth Services | 6,127 | $261.5K | 0.04% | −91−1.5% | Reduced |
| Seven Mile Advisory | 6,159 | $262.9K | 0.31% | +6,159 | New |
| Colonial Trust Advisors | 6,181 | $263.8K | 0.03% | −631−9.3% | Reduced |
| Trustmark National Bank Trust Department | 6,199 | $264.6K | 0.02% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 6,208 | $265.0K | 0.05% | −95−1.5% | Reduced |
| E Fund Management Co., Ltd. | 6,267 | $267.0K | 0.02% | −831−11.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 6,261 | $267.2K | 0.18% | +31+0.5% | Added |
| Ropes Wealth Advisors LLC | 6,284 | $268.2K | 0.04% | +634+11.2% | Added |
| Brave Asset Management Inc | 6,301 | $268.9K | 0.08% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 6,322 | $269.0K | 0.08% | +19+0.3% | Added |
| Ergoteles LLC | 6,309 | $269.3K | 0.01% | −57,451−90.1% | Reduced |
| CFO4Life Group, LLC | 6,312 | $269.4K | 0.06% | +733+13.1% | Added |
| Buckingham Strategic Partners | 6,322 | $269.9K | 0.02% | +761+13.7% | Added |
| Heritage Investment Group, Inc. | 6,332 | $270.0K | 0.08% | −369−5.5% | Reduced |
| Aprio Wealth Management, LLC | 6,330 | $270.1K | 0.07% | +6,330 | New |
| Stockman Wealth Management, Inc. | 6,348 | $270.9K | 0.06% | −111−1.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,363 | $271.6K | 0.06% | −1,276−16.7% | Reduced |
| CMG Global Holdings, LLC | 6,369 | $271.8K | 0.22% | +20.0% | Added |
| Stiles Financial Services Inc | 6,372 | $272.0K | 0.14% | +6,372 | New |
| MEMBERS Trust Co | 6,373 | $272.0K | 0.01% | +6,373 | New |
| Summit Financial, LLC | 6,374 | $272.1K | 0.02% | −1,552−19.6% | Reduced |
| Berger Financial Group, Inc | 6,377 | $272.2K | 0.03% | +500+8.5% | Added |
| Cambridge Advisors Inc. | 6,378 | $272.2K | 0.07% | −1,598−20.0% | Reduced |
| Astoria Strategic Wealth, Inc. | 6,393 | $272.9K | 0.10% | −2,440−27.6% | Reduced |
| Fruth Investment Management | 6,418 | $273.0K | 0.08% | 00.0% | Unchanged |
| CKW Financial Group | 6,400 | $273.0K | 0.04% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 6,456 | $275.5K | 0.39% | +6,456 | New |
| Means Investment Co., Inc. | 6,461 | $275.7K | 0.04% | −99−1.5% | Reduced |
| Nexus Investment Management ULC | 6,500 | $277.4K | 0.03% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 6,510 | $277.9K | 0.03% | +850+15.0% | Added |
| Privium Fund Management B.V. | 6,550 | $278.0K | 0.08% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,519 | $278.2K | 0.02% | +796+13.9% | Added |
| BlackDiamond Wealth Management Inc. | 6,119 | $278.3K | 0.24% | −106−1.7% | Reduced |
| Wealth Architects, LLC | 6,520 | $278.3K | 0.05% | −545−7.7% | Reduced |
| X-Square Capital, LLC | 6,547 | $279.0K | 0.19% | −28−0.4% | Reduced |
| LBMC Investment Advisors, LLC | 6,556 | $279.8K | 0.03% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 6,569 | $280.3K | 0.15% | −419−6.0% | Reduced |
| Van Cleef Asset Management,Inc | 6,579 | $280.8K | 0.04% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,628 | $282.9K | 0.07% | +125+1.9% | Added |
| ERTS Wealth Advisors, LLC | 6,644 | $283.6K | 0.07% | +214+3.3% | Added |
| TD Ameritrade Investment Management, LLC | 6,662 | $284.0K | 0.00% | −845−11.3% | Reduced |
| Credential Qtrade Securities Inc. | 6,666 | $284.5K | 0.02% | −64−1.0% | Reduced |
| Bouchey Financial Group Ltd | 6,677 | $285.0K | 0.03% | −10−0.1% | Reduced |
| Transform Wealth, LLC | 6,680 | $285.1K | 0.03% | −2,034−23.3% | Reduced |
| Parsons Capital Management Inc | 6,701 | $286.0K | 0.02% | −604−8.3% | Reduced |
| Smithfield Trust Co | 6,700 | $286.0K | 0.02% | +99+1.5% | Added |
| Nwam LLC | 6,712 | $286.5K | 0.02% | −867−11.4% | Reduced |
| Sand Hill Global Advisors, LLC | 6,718 | $286.7K | 0.01% | 00.0% | Unchanged |
| Well Done, LLC | 6,775 | $289.2K | 0.06% | −185−2.7% | Reduced |
| Evolution Advisers, Inc. | 6,811 | $290.0K | 0.20% | −161−2.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,800 | $290.2K | 0.25% | +1,300+23.6% | Added |
| Sunflower Bank, N.A. | 6,808 | $290.6K | 0.07% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 6,811 | $290.7K | 0.17% | −383−5.3% | Reduced |
| Founders Capital Management | 6,813 | $290.8K | 0.21% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,890 | $294.1K | 0.14% | −386−5.3% | Reduced |
| John W. Brooker & Co., CPAs | 6,904 | $294.7K | 0.19% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,904 | $294.7K | 0.20% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,917 | $295.2K | 0.04% | +190+2.8% | Added |
| Wealth Effects LLC | 6,933 | $295.9K | 0.13% | −165−2.3% | Reduced |
| Delta Investment Management, LLC | 6,936 | $296.0K | 0.08% | −438−5.9% | Reduced |
| Enterprise Financial Services Corp | 6,964 | $297.2K | 0.19% | +731+11.7% | Added |
| UMA Financial Services, Inc. | 6,855 | $297.5K | 0.07% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,971 | $297.5K | 0.08% | −2,046−22.7% | Reduced |
| SNS Financial Group, LLC | 6,973 | $297.6K | 0.04% | +52+0.8% | Added |
| Integrated Investment Consultants, LLC | 6,985 | $298.1K | 0.09% | +91+1.3% | Added |
| Ausdal Financial Partners, Inc. | 6,985 | $298.1K | 0.04% | +17+0.2% | Added |
| Westhampton Capital, LLC | 6,990 | $298.3K | 0.19% | 00.0% | Unchanged |
| Howland Capital Management LLC | 6,995 | $298.5K | 0.02% | −638−8.4% | Reduced |
| New Republic Capital, LLC | 6,996 | $298.6K | 0.21% | +614+9.6% | Added |
| Strategic Wealth Designers | 6,999 | $298.7K | 0.05% | +855+13.9% | Added |
| Kearns & Associates LLC | 7,000 | $298.8K | 0.27% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,004 | $299.0K | 0.07% | −982−12.3% | Reduced |
| PDT Partners, LLC | 7,058 | $301.2K | 0.04% | +7,058 | New |
| Catalyst Financial Partners LLC | 7,069 | $301.7K | 0.11% | +7,069 | New |
| Guardian Wealth Management, Inc. | 7,076 | $302.0K | 0.28% | −382−5.1% | Reduced |
| Ssi Investment Management LLC | 7,098 | $302.9K | 0.02% | −1,238−14.9% | Reduced |
| Lynch & Associates | 7,125 | $304.1K | 0.08% | 00.0% | Unchanged |
| Arden Trust Co | 7,145 | $305.0K | 0.05% | −10,862−60.3% | Reduced |
| Blue Barn Wealth, LLC | 7,147 | $305.0K | 0.20% | −69−1.0% | Reduced |
| Vicus Capital | 7,150 | $305.2K | 0.03% | −503−6.6% | Reduced |
| Confluence Wealth Services, Inc. | 7,175 | $306.2K | 0.07% | −590−7.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 7,184 | $306.6K | 0.04% | +16+0.2% | Added |