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 |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 7,192 | $307.0K | 0.19% | +7,192 | New |
| Duncker Streett & Co Inc | 7,199 | $307.2K | 0.07% | +933+14.9% | Added |
| Silvia McColl Wealth Management, LLC | 7,214 | $307.9K | 0.29% | +4+0.1% | Added |
| E&G Advisors, LP | 7,218 | $308.1K | 0.11% | −10−0.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,218 | $308.1K | 0.24% | −34−0.5% | Reduced |
| Alpha Family Trust | 7,220 | $308.1K | 0.22% | −1,145−13.7% | Reduced |
| Schulhoff & Co Inc | 7,265 | $310.1K | 0.14% | −1,269−14.9% | Reduced |
| Wagner Wealth Management, LLC | 7,325 | $312.6K | 0.12% | +24+0.3% | Added |
| Arrow Financial Corp | 7,337 | $313.1K | 0.04% | +62+0.9% | Added |
| Simon Quick Advisors, LLC | 7,375 | $314.8K | 0.03% | +980+15.3% | Added |
| Front Row Advisors LLC | 7,391 | $315.0K | 0.14% | −4−0.1% | Reduced |
| Everhart Financial Group, Inc. | 7,386 | $315.2K | 0.13% | +1,239+20.2% | Added |
| Bridge Creek Capital Management LLC | 7,400 | $315.8K | 0.11% | 00.0% | Unchanged |
| Cowa, LLC | 7,400 | $315.8K | 0.21% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 7,401 | $315.9K | 0.74% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 7,420 | $316.7K | 0.01% | −388−5.0% | Reduced |
| First National Bank & Trust Co of Newtown | 7,436 | $317.4K | 0.07% | 00.0% | Unchanged |
| STAR Financial Bank | 7,457 | $318.3K | 0.30% | 00.0% | Unchanged |
| Bailard, Inc. | 7,468 | $318.7K | 0.01% | −14−0.2% | Reduced |
| Kathleen S. Wright Associates Inc. | 7,475 | $319.0K | 0.20% | −3,500−31.9% | Reduced |
| Evoke Wealth, LLC | 7,489 | $319.6K | 0.01% | +7,489 | New |
| Piscataqua Savings Bank | 7,495 | $319.9K | 0.26% | −776−9.4% | Reduced |
| Magnolia Capital Management Ltd | 7,500 | $320.0K | 0.29% | 00.0% | Unchanged |
| Icapital Wealth LLC | 7,500 | $320.1K | 0.20% | −4,180−35.8% | Reduced |
| Cidel Asset Management Inc | 7,500 | $320.1K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 7,510 | $320.5K | 0.13% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7,542 | $321.9K | 0.14% | −38−0.5% | Reduced |
| S.A. Mason LLC | 8,636 | $322.8K | 0.23% | 00.0% | Unchanged |
| BancorpSouth Bank | 7,574 | $323.3K | 0.03% | −292−3.7% | Reduced |
| Field & Main Bank | 7,581 | $323.6K | 0.18% | −399−5.0% | Reduced |
| Willis Johnson & Associates, Inc. | 7,587 | $323.8K | 0.03% | −1,317−14.8% | Reduced |
| Core Alternative Capital | 7,609 | $324.8K | 0.05% | +212+2.9% | Added |
| Cutter & CO Brokerage, Inc. | 7,666 | $327.2K | 0.10% | +1,374+21.8% | Added |
| Coastline Trust Co | 7,729 | $329.9K | 0.05% | −6,497−45.7% | Reduced |
| Red Door Wealth Management, LLC | 7,779 | $332.0K | 0.07% | +283+3.8% | Added |
| Gordian Capital Singapore Pte Ltd | 7,800 | $332.9K | 0.46% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 7,800 | $332.9K | 0.19% | +1,000+14.7% | Added |
| Weil Company, Inc. | 7,809 | $333.3K | 0.15% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,844 | $334.8K | 0.22% | +7,844 | New |
| Peak Planning Group, LLC | 7,854 | $335.2K | 0.25% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 7,871 | $335.9K | 0.04% | −149−1.9% | Reduced |
| Arbor Investment Advisors, LLC | 7,920 | $338.0K | 0.06% | −897−10.2% | Reduced |
| AlphaCore Capital LLC | 7,928 | $338.4K | 0.05% | +2,128+36.7% | Added |
| BancFirst Trust & Investment Management | 7,976 | $338.6K | 0.20% | −556−6.5% | Reduced |
| New Hampshire Trust | 7,950 | $339.3K | 0.09% | +150+1.9% | Added |
| Founders Financial Alliance, LLC | 7,954 | $339.5K | 0.13% | +694+9.6% | Added |
| Mirabella Financial Services LLP | 8,000 | $341.4K | 0.04% | +8,000 | New |
| Occidental Asset Management, LLC | 8,011 | $341.9K | 0.08% | −1,400−14.9% | Reduced |
| Capital Square, LLC | 8,018 | $342.2K | 0.32% | 00.0% | Unchanged |
| Sky Investment Group LLC | 8,024 | $342.5K | 0.07% | −50−0.6% | Reduced |
| Cutler Investment Counsel LLC | 8,047 | $343.4K | 0.05% | 00.0% | Unchanged |
| City State Bank | 8,060 | $344.0K | 0.19% | +694+9.4% | Added |
| Monetary Management Group Inc | 8,065 | $344.2K | 0.11% | 00.0% | Unchanged |
| Heritage Trust Co | 8,073 | $344.6K | 0.05% | +2,575+46.8% | Added |
| Plancorp, LLC | 8,093 | $345.4K | 0.02% | +434+5.7% | Added |
| Baldwin Brothers Inc | 8,100 | $345.7K | 0.03% | −9,425−53.8% | Reduced |
| Zacks Investment Management | 8,158 | $348.2K | 0.00% | +35+0.4% | Added |
| Crawford Investment Counsel Inc | 8,162 | $348.3K | 0.01% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 8,178 | $349.0K | 0.07% | −8,526−51.0% | Reduced |
| Keel Point, LLC | 8,187 | $349.4K | 0.05% | +1,397+20.6% | Added |
| Transamerica Financial Advisors, Inc. | 8,223 | $351.0K | 0.05% | +8,105+6,868.6% | Added |
| Equitable Trust Co | 8,242 | $351.8K | 0.03% | −6,662−44.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,261 | $352.6K | 0.03% | +8,261 | New |
| Cohen Capital Management, Inc. | 8,274 | $353.1K | 0.07% | 00.0% | Unchanged |
| Sippican Capital Advisors | 8,293 | $353.9K | 0.33% | −350−4.0% | Reduced |
| Hamilton Capital, LLC | 8,308 | $354.6K | 0.02% | −30−0.4% | Reduced |
| Summit Asset Management, LLC | 8,320 | $355.1K | 0.09% | 00.0% | Unchanged |
| Diametric Capital, LP | 8,320 | $355.1K | 0.16% | +8,320 | New |
| Security National Bank of So Dak | 8,339 | $355.9K | 0.25% | +8,339 | New |
| First PREMIER Bank | 8,340 | $356.0K | 0.10% | −1,475−15.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 8,347 | $356.3K | 0.01% | −5,297−38.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,350 | $356.4K | 0.05% | −8,514−50.5% | Reduced |
| Pin Oak Investment Advisors Inc | 8,363 | $357.0K | 0.40% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 8,367 | $357.1K | 0.16% | +1,352+19.3% | Added |
| Gateway Wealth Partners, LLC | 8,394 | $358.3K | 0.06% | −40−0.5% | Reduced |
| Nichols & Pratt Advisers LLP | 8,400 | $358.5K | 0.03% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 8,400 | $358.5K | 0.08% | +600+7.7% | Added |
| Financial Engines Advisors L.L.C. | 8,400 | $358.5K | 0.00% | +642+8.3% | Added |
| Financial Advisory Service, Inc. | 8,409 | $358.9K | 0.05% | +59+0.7% | Added |
| Intrust Bank NA | 8,436 | $360.1K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8,469 | $361.5K | 0.03% | −1,535−15.3% | Reduced |
| Waddell & Associates, LLC | 8,518 | $363.5K | 0.05% | −233−2.7% | Reduced |
| MKT Advisors LLC | 7,882 | $363.7K | 0.26% | +96+1.2% | Added |
| Visionary Wealth Advisors | 8,530 | $364.1K | 0.03% | −890−9.4% | Reduced |
| Van Strum & Towne Inc. | 8,564 | $365.5K | 0.15% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 8,574 | $365.9K | 0.22% | −1,392−14.0% | Reduced |
| Wayfinding Financial, LLC | 7,944 | $366.0K | 0.25% | +523+7.0% | Added |
| First National Bank | 8,594 | $366.8K | 0.30% | −200−2.3% | Reduced |
| Campion Asset Management LLC | 8,625 | $368.1K | 0.33% | −200−2.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 8,629 | $368.3K | 0.15% | −704−7.5% | Reduced |
| Smith, Moore & Co. | 8,672 | $370.1K | 0.05% | −3,807−30.5% | Reduced |
| Provence Wealth Management Group | 8,675 | $370.2K | 0.22% | +2,184+33.6% | Added |
| PDS Planning, Inc | 8,700 | $371.3K | 0.05% | +567+7.0% | Added |
| Evermay Wealth Management LLC | 8,701 | $371.4K | 0.07% | +36+0.4% | Added |
| Biltmore Family Office, LLC | 8,704 | $371.5K | 0.08% | −1,353−13.5% | Reduced |
| RB Capital Management, LLC | 8,713 | $371.9K | 0.11% | −1,277−12.8% | Reduced |
| Hudock, Inc. | 8,756 | $373.7K | 0.09% | +24+0.3% | Added |
| Marietta Investment Partners LLC | 8,800 | $375.6K | 0.10% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 8,808 | $375.9K | 0.10% | −56−0.6% | Reduced |
| Manchester Capital Management LLC | 8,810 | $376.0K | 0.05% | 00.0% | Unchanged |