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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 10,660 | $455.0K | 0.01% | −89,278−89.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 10,660 | $455.0K | 0.03% | −500−4.5% | Reduced |
| First Dallas Securities Inc. | 10,650 | $455.0K | 0.25% | −150−1.4% | Reduced |
| Global Trust Asset Management, LLC | 10,678 | $455.7K | 0.20% | −18−0.2% | Reduced |
| Iron Horse Wealth Management, LLC | 10,755 | $459.0K | 0.23% | −896−7.7% | Reduced |
| Pacifica Partners Inc. | 10,610 | $461.3K | 0.26% | −15−0.1% | Reduced |
| LGT Financial Advisors LLC | 10,827 | $462.1K | 0.49% | 00.0% | Unchanged |
| Rational Advisors LLC | 10,844 | $462.8K | 0.04% | +9,800+938.7% | Added |
| Winning Points Advisors, LLC | 9,406 | $463.0K | 0.71% | −43,600−82.3% | Reduced |
| Aull & Monroe Investment Management Corp | 10,858 | $463.4K | 0.23% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 10,869 | $463.9K | 0.09% | +66+0.6% | Added |
| Institute for Wealth Management, LLC. | 10,886 | $464.6K | 0.08% | +640+6.2% | Added |
| Monarch Capital Management Inc | 10,960 | $467.8K | 0.14% | −800−6.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 10,976 | $468.5K | 0.32% | −491−4.3% | Reduced |
| Achmea Investment Management B.V. | 10,995 | $469.0K | 0.01% | +2,182+24.8% | Added |
| Monument Capital Management | 11,117 | $474.5K | 0.15% | +4,292+62.9% | Added |
| Alliance Wealth Advisors, LLC | 11,153 | $476.0K | 0.34% | +34+0.3% | Added |
| Private Portfolio Partners LLC | 11,220 | $478.9K | 0.12% | −65−0.6% | Reduced |
| Trust Co of Vermont | 11,220 | $478.9K | 0.03% | +150+1.4% | Added |
| Balentine LLC | 11,244 | $479.9K | 0.02% | −21,492−65.7% | Reduced |
| Bank of Hawaii | 11,278 | $481.3K | 0.03% | −131−1.1% | Reduced |
| PFW Advisors LLC | 11,031 | $482.4K | 0.16% | +11,031 | New |
| Platform Technology Partners | 11,302 | $483.0K | 0.23% | −308−2.7% | Reduced |
| Altfest L J & Co Inc | 11,344 | $484.0K | 0.07% | +477+4.4% | Added |
| Dumont & Blake Investment Advisors LLC | 11,369 | $485.0K | 0.16% | −352−3.0% | Reduced |
| Alterna Wealth Management, Inc | 11,369 | $485.2K | 0.56% | −650−5.4% | Reduced |
| WealthPlan Investment Management, LLC | 11,376 | $485.5K | 0.14% | −1,470−11.4% | Reduced |
| Cahill Financial Advisors Inc | 11,434 | $488.0K | 0.08% | +73+0.6% | Added |
| StoneX Group Inc. | 11,446 | $488.5K | 0.05% | −2,211−16.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,450 | $488.7K | 0.16% | +11,450 | New |
| StrategIQ Financial Group, LLC | 11,457 | $489.0K | 0.06% | +11,457 | New |
| Beaton Management Co. Inc. | 11,448 | $489.0K | 0.31% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 11,496 | $490.8K | 0.01% | +131+1.2% | Added |
| Centiva Capital, LP | 11,500 | $490.8K | 0.02% | −32,180−73.7% | Reduced |
| APCM Wealth Management for Individuals | 11,508 | $491.2K | 0.08% | 00.0% | Unchanged |
| West Bancorporation Inc | 11,550 | $493.0K | 0.33% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 11,558 | $493.3K | 0.09% | −163−1.4% | Reduced |
| Jacobs & Co | 11,617 | $495.0K | 0.06% | −358−3.0% | Reduced |
| Woodmont Investment Counsel LLC | 11,606 | $495.3K | 0.05% | −1,158−9.1% | Reduced |
| Stelac Advisory Services LLC | 11,608 | $495.4K | 0.22% | −775−6.3% | Reduced |
| Breakwater Capital Group | 11,626 | $496.2K | 0.18% | −407−3.4% | Reduced |
| Canandaigua National Bank & Trust Co | 11,627 | $496.2K | 0.08% | −390−3.2% | Reduced |
| Douglas Lane & Associates, LLC | 11,672 | $498.2K | 0.01% | −91−0.8% | Reduced |
| First Nebraska Trust Co | 11,682 | $498.6K | 0.06% | +55+0.5% | Added |
| Leisure Capital Management | 11,738 | $501.0K | 0.28% | 00.0% | Unchanged |
| Farmers Trust Co | 11,745 | $501.3K | 0.11% | −9−0.1% | Reduced |
| Iowa State Bank | 11,772 | $502.4K | 0.13% | −55−0.5% | Reduced |
| IPG Investment Advisors LLC | 11,789 | $503.2K | 0.11% | −3,000−20.3% | Reduced |
| G&S Capital LLC | 11,835 | $505.1K | 0.24% | +33+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,852 | $505.8K | 0.06% | −821−6.5% | Reduced |
| Graypoint LLC | 11,854 | $505.9K | 0.05% | −1,378−10.4% | Reduced |
| South State Corp. | 11,868 | $506.5K | 0.05% | −186−1.5% | Reduced |
| Good Life Advisors, LLC | 11,876 | $506.9K | 0.06% | −1,362−10.3% | Reduced |
| First Foundation Advisors | 11,877 | $506.9K | 0.02% | −1,572−11.7% | Reduced |
| Sheets Smith Wealth Management | 11,879 | $507.0K | 0.07% | −1,012−7.9% | Reduced |
| Resource Consulting Group Inc | 11,896 | $507.7K | 0.10% | +11,896 | New |
| Fayez Sarofim & Co | 11,929 | $509.1K | 0.00% | −2,926−19.7% | Reduced |
| C2C Wealth Management, LLC | 11,443 | $513.3K | 0.07% | −229−2.0% | Reduced |
| Sciencast Management LP | 11,900 | $515.5K | 0.42% | −8,900−42.8% | Reduced |
| Kovack Advisors, Inc. | 12,103 | $516.6K | 0.07% | −74−0.6% | Reduced |
| Chicago Trust Co NA | 12,131 | $517.8K | 0.12% | −5,301−30.4% | Reduced |
| CSS LLC | 12,230 | $522.0K | 0.04% | −4,836−28.3% | Reduced |
| Axxcess Wealth Management, LLC | 12,245 | $522.6K | 0.04% | −3,112−20.3% | Reduced |
| New Millennium Group LLC | 12,269 | $523.6K | 0.48% | +4,095+50.1% | Added |
| Pacific Global Investment Management CO | 12,293 | $524.7K | 0.11% | +13+0.1% | Added |
| Mraz, Amerine & Associates, Inc. | 12,309 | $525.3K | 0.12% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 12,321 | $525.9K | 0.42% | +48+0.4% | Added |
| Harbor Investment Advisory, LLC | 12,343 | $526.8K | 0.07% | +1,765+16.7% | Added |
| BKD Wealth Advisors, LLC | 12,361 | $527.6K | 0.02% | −724−5.5% | Reduced |
| 9258 Wealth Management, LLC | 12,473 | $532.3K | 0.10% | +212+1.7% | Added |
| River Wealth Advisors LLC | 12,563 | $536.2K | 0.09% | +11+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 12,621 | $538.6K | 0.13% | +90+0.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 12,631 | $539.1K | 0.04% | +2,192+21.0% | Added |
| Osborne Partners Capital Management, LLC | 12,649 | $539.9K | 0.04% | −546−4.1% | Reduced |
| Cooke & Bieler LP | 12,676 | $541.0K | 0.01% | −44,226−77.7% | Reduced |
| Hancock Whitney Corp | 12,730 | $543.0K | 0.02% | +1,404+12.4% | Added |
| Operose Advisors LLC | 12,726 | $543.1K | 0.25% | +11,399+859.0% | Added |
| FineMark National Bank & Trust | 12,730 | $543.3K | 0.02% | −219−1.7% | Reduced |
| Proequities, Inc. | 12,744 | $543.9K | 0.04% | −40.0% | Reduced |
| Wintrust Investments LLC | 12,742 | $544.0K | 0.05% | +166+1.3% | Added |
| Hilltop Holdings Inc. | 12,783 | $545.6K | 0.07% | −50−0.4% | Reduced |
| Front Street Capital Management, Inc. | 12,784 | $546.0K | 0.12% | +101+0.8% | Added |
| Family Legacy, Inc. | 12,800 | $546.3K | 0.22% | 00.0% | Unchanged |
| Financial Advisory Corp | 12,813 | $547.0K | 0.24% | +37+0.3% | Added |
| Basepoint Wealth LLC | 12,846 | $548.3K | 0.45% | −1,201−8.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,849 | $548.4K | 0.06% | −12,455−49.2% | Reduced |
| Leonteq Securities AG | 12,853 | $548.6K | 0.06% | −183,526−93.5% | Reduced |
| David Loasby | 12,799 | $548.9K | 0.06% | +940+7.9% | Added |
| Allstate Corp | 12,934 | $552.0K | 0.04% | −787−5.7% | Reduced |
| Legacy Private Trust Co. | 12,960 | $553.1K | 0.05% | −7,453−36.5% | Reduced |
| Aj Wealth Strategies, LLC | 12,994 | $554.6K | 0.03% | +1,622+14.3% | Added |
| Chilton Capital Management LLC | 12,994 | $554.6K | 0.03% | 00.0% | Unchanged |
| Gagnon Securities LLC | 13,056 | $557.2K | 0.12% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 13,071 | $558.0K | 0.32% | −401−3.0% | Reduced |
| Purus Wealth Management, LLC | 13,106 | $559.3K | 0.36% | −76−0.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,111 | $559.6K | 0.14% | −798−5.7% | Reduced |
| Highline Wealth Partners LLC | 13,145 | $561.0K | 0.35% | −150−1.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,147 | $561.1K | 0.01% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 13,172 | $562.2K | 0.07% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 13,218 | $564.0K | 0.25% | +13,218 | New |