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 |
|---|---|---|---|---|---|
| LMG Wealth Partners, LLC | 8,832 | $376.9K | 0.12% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 8,835 | $377.0K | 0.12% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 8,838 | $377.2K | 0.04% | −1,451−14.1% | Reduced |
| Willow Creek Wealth Management Inc. | 8,845 | $377.5K | 0.05% | +8,845 | New |
| Tributary Capital Management, LLC | 8,850 | $377.7K | 0.03% | −200−2.2% | Reduced |
| Exencial Wealth Advisors, LLC | 8,857 | $378.0K | 0.02% | +955+12.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $378.7K | 0.18% | −4,790−35.1% | Reduced |
| CM Wealth Advisors LLC | 8,216 | $379.1K | 0.12% | −27,067−76.7% | Reduced |
| Grey Street Capital, LLC | 8,888 | $379.3K | 0.20% | +8,888 | New |
| Belpointe Asset Management LLC | 8,913 | $380.4K | 0.04% | −17,692−66.5% | Reduced |
| Cornerstone Advisory, LLC | 8,923 | $380.8K | 0.07% | −759−7.8% | Reduced |
| BDO Wealth Advisors, LLC | 8,939 | $381.5K | 0.04% | +7,824+701.7% | Added |
| Virtue Capital Management, LLC | 8,776 | $381.6K | 0.07% | +8,776 | New |
| Sage Mountain Advisors LLC | 8,952 | $382.1K | 0.05% | −1,294−12.6% | Reduced |
| Monticello Wealth Management, LLC | 8,981 | $383.3K | 0.04% | +5+0.1% | Added |
| Aaron Wealth Advisors | 8,986 | $383.5K | 0.05% | +3,298+58.0% | Added |
| Claar Advisors LLC | 9,000 | $384.1K | 0.15% | 00.0% | Unchanged |
| Sandy Spring Bank | 9,016 | $384.8K | 0.02% | −340−3.6% | Reduced |
| Candriam Luxembourg S.C.A. | 9,028 | $385.3K | 0.00% | +1,871+26.1% | Added |
| Keystone Financial Group | 9,040 | $385.8K | 0.07% | +9,040 | New |
| Old North State Trust, LLC | 9,079 | $387.0K | 0.29% | −11,962−56.9% | Reduced |
| Northwest Investment Counselors, LLC | 9,068 | $387.0K | 0.10% | −2,102−18.8% | Reduced |
| Washington Trust Bank | 9,079 | $387.5K | 0.04% | +368+4.2% | Added |
| MCF Advisors LLC | 9,094 | $388.1K | 0.04% | +138+1.5% | Added |
| Cassaday & Co Wealth Management LLC | 9,118 | $389.2K | 0.02% | −271−2.9% | Reduced |
| Davis R M Inc | 9,141 | $390.0K | 0.01% | −1,443−13.6% | Reduced |
| Royal Fund Management, LLC | 9,157 | $390.9K | 0.06% | +137+1.5% | Added |
| Bray Capital Advisors | 9,178 | $391.7K | 0.12% | −604−6.2% | Reduced |
| MUFG Securities EMEA plc | 9,240 | $394.4K | 0.01% | −5,919−39.0% | Reduced |
| Legacy Financial Advisors, Inc. | 9,240 | $394.4K | 0.07% | +1,529+19.8% | Added |
| Cim Investment Mangement Inc | 9,250 | $394.8K | 0.13% | +24+0.3% | Added |
| Bank Hapoalim BM | 9,289 | $396.0K | 0.06% | −50−0.5% | Reduced |
| Doliver Advisors, LP | 9,308 | $397.3K | 0.12% | −155−1.6% | Reduced |
| Texas Capital Bancshares Inc | 9,310 | $397.4K | 0.22% | −140−1.5% | Reduced |
| Advisors Management Group Inc | 9,355 | $399.0K | 0.12% | −146−1.5% | Reduced |
| Laurion Capital Management LP | 9,350 | $399.1K | 0.02% | −122,506−92.9% | Reduced |
| West Family Investments, Inc. | 9,398 | $401.1K | 0.16% | +3,795+67.7% | Added |
| Clear Creek Financial Management, LLC | 9,401 | $401.2K | 0.07% | −1,182−11.2% | Reduced |
| Atwood & Palmer Inc | 9,420 | $402.0K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 9,442 | $403.0K | 0.02% | −778−7.6% | Reduced |
| Fairview Capital Investment Management, LLC | 9,450 | $403.3K | 0.03% | −133−1.4% | Reduced |
| Northeast Investment Management | 9,485 | $404.8K | 0.02% | −2,529−21.1% | Reduced |
| Syverson Strege & Co | 9,508 | $405.8K | 0.17% | +3,410+55.9% | Added |
| Verity & Verity, LLC | 9,510 | $405.9K | 0.05% | 00.0% | Unchanged |
| Vontobel Asset Management Inc | 9,511 | $405.9K | 0.00% | −1,023−9.7% | Reduced |
| Prentiss Smith & Co Inc | 9,519 | $406.3K | 0.30% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 10,895 | $407.3K | 0.31% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 9,550 | $407.6K | 0.01% | −3,680−27.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 9,551 | $407.6K | 0.05% | +9,551 | New |
| Traynor Capital Management, Inc. | 9,555 | $407.8K | 0.05% | +9,555 | New |
| Aspen Investment Management Inc | 9,580 | $409.0K | 0.24% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,595 | $409.5K | 0.10% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9,617 | $410.5K | 0.05% | −1,278−11.7% | Reduced |
| Wolverine Asset Management LLC | 9,629 | $411.0K | 0.01% | −125,075−92.9% | Reduced |
| Quent Capital, LLC | 9,699 | $414.0K | 0.06% | −535−5.2% | Reduced |
| Arete Wealth Advisors, LLC | 10,277 | $415.0K | 0.04% | +3,017+41.6% | Added |
| FSB Premier Wealth Management, Inc. | 9,768 | $416.9K | 0.23% | −246−2.5% | Reduced |
| Bedel Financial Consulting, Inc. | 9,768 | $416.9K | 0.09% | +22+0.2% | Added |
| Ameritas Advisory Services, LLC | 9,764 | $417.6K | 0.05% | −8,584−46.8% | Reduced |
| Lakeside Advisors, INC. | 9,791 | $417.9K | 0.31% | −2,000−17.0% | Reduced |
| Eagle Asset Management Inc | 9,792 | $417.9K | 0.00% | +3,847+64.7% | Added |
| Tranquilli Financial Advisor LLC | 9,800 | $418.3K | 0.30% | −93−0.9% | Reduced |
| Spinnaker Trust | 9,838 | $419.9K | 0.03% | −1,800−15.5% | Reduced |
| CoreFirst Bank & Trust | 9,853 | $420.5K | 0.30% | −2,646−21.2% | Reduced |
| ASB Consultores, LLC | 9,855 | $420.6K | 0.20% | +946+10.6% | Added |
| Change Path, LLC | 9,856 | $421.0K | 0.02% | −7,612−43.6% | Reduced |
| West Branch Capital LLC | 9,882 | $421.8K | 0.21% | −846−7.9% | Reduced |
| L2 Asset Management, LLC | 9,887 | $422.0K | 0.21% | +795+8.7% | Added |
| Alta Advisers Ltd | 9,900 | $422.5K | 0.24% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 9,911 | $423.0K | 0.40% | +14+0.1% | Added |
| PFG Investments, LLC | 9,922 | $423.5K | 0.08% | +2,688+37.2% | Added |
| Zuckerman Investment Group, LLC | 9,968 | $425.4K | 0.06% | 00.0% | Unchanged |
| LVW Advisors, LLC | 9,988 | $426.3K | 0.09% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 10,027 | $428.0K | 0.06% | +1,101+12.3% | Added |
| Humankind Investments LLC | 10,034 | $428.3K | 0.17% | +1,117+12.5% | Added |
| Maven Securities LTD | 10,078 | $430.1K | 0.06% | −3,493−25.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 10,112 | $431.6K | 0.21% | +10,112 | New |
| BBR Partners, LLC | 10,143 | $432.9K | 0.05% | −924−8.3% | Reduced |
| Beach Investment Counsel Inc | 10,164 | $434.0K | 0.05% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,181 | $434.5K | 0.08% | −36−0.4% | Reduced |
| Linscomb & Williams, Inc. | 10,198 | $435.2K | 0.02% | +10,198 | New |
| Athena Investment Management | 10,204 | $435.5K | 0.30% | −63−0.6% | Reduced |
| Stephenson National Bank & Trust | 10,248 | $437.4K | 0.24% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 10,271 | $438.4K | 0.34% | +54+0.5% | Added |
| Wealthspire Advisors, LLC | 10,273 | $438.5K | 0.01% | +789+8.3% | Added |
| Mechanics Bank Trust Department | 10,324 | $440.6K | 0.07% | +2,524+32.4% | Added |
| Ascent Group, LLC | 9,926 | $441.5K | 0.05% | −3,637−26.8% | Reduced |
| All Terrain Financial Advisors, LLC | 10,367 | $442.5K | 0.20% | 00.0% | Unchanged |
| Flagstone Financial Management | 10,404 | $444.0K | 0.21% | −150−1.4% | Reduced |
| Tarbox Family Office, Inc. | 10,419 | $444.7K | 0.09% | +14+0.1% | Added |
| McCarthy Asset Management, Inc. | 10,439 | $445.5K | 0.30% | −126−1.2% | Reduced |
| Coastal Bridge Advisors, LLC | 10,463 | $446.6K | 0.11% | −100−0.9% | Reduced |
| Pointe Capital Management LLC | 10,485 | $447.5K | 0.34% | −385−3.5% | Reduced |
| Regatta Capital Group, LLC | 10,513 | $448.7K | 0.14% | +985+10.3% | Added |
| FirstPurpose Wealth LLC | 10,541 | $449.9K | 0.19% | +318+3.1% | Added |
| Fort Point Capital Partners LLC | 10,547 | $450.1K | 0.07% | +199+1.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 10,552 | $450.4K | 0.02% | −29,073−73.4% | Reduced |
| AXS Investments LLC | 10,595 | $452.2K | 0.12% | +832+8.5% | Added |
| Valtinson Bruner Financial Planning LLC | 10,601 | $452.5K | 0.24% | 00.0% | Unchanged |
| Hikari Tsushin, Inc. | 10,631 | $453.7K | 0.04% | 00.0% | Unchanged |