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 |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 13,680 | $564.8K | 0.14% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13,232 | $565.0K | 0.03% | −91−0.7% | Reduced |
| Knuff & Co LLC | 13,304 | $567.8K | 0.21% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 13,335 | $569.1K | 0.02% | −2,517−15.9% | Reduced |
| Traphagen Investment Advisors LLC | 13,365 | $570.4K | 0.08% | +4,444+49.8% | Added |
| Carson Advisory Inc. | 13,371 | $570.7K | 0.48% | +217+1.6% | Added |
| Wilson & Boucher Capital Management, LLC | 13,395 | $571.7K | 0.52% | −550−3.9% | Reduced |
| Tocqueville Asset Management L.P. | 13,410 | $572.3K | 0.01% | −1,847−12.1% | Reduced |
| AIMZ Investment Advisors, LLC | 13,419 | $572.7K | 0.25% | 00.0% | Unchanged |
| Alps Advisors Inc | 13,431 | $573.2K | 0.00% | +3,546+35.9% | Added |
| Zions Bancorporation, N.A. | 13,437 | $573.5K | 0.05% | +2,369+21.4% | Added |
| Montecito Bank & Trust | 13,442 | $573.7K | 0.13% | −21−0.2% | Reduced |
| Cardiff Park Advisors, LLC | 13,451 | $574.1K | 0.07% | +19+0.1% | Added |
| Wealth Alliance | 13,482 | $575.4K | 0.09% | +188+1.4% | Added |
| DF Dent & Co Inc | 13,490 | $575.8K | 0.01% | +13,490 | New |
| Boston Trust Walden Corp | 13,515 | $576.8K | 0.00% | −703−4.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,521 | $576.9K | 0.06% | −9,000−40.0% | Reduced |
| Welch Group, LLC | 13,528 | $577.4K | 0.03% | +498+3.8% | Added |
| Highlander Capital Management, LLC | 13,537 | $578.0K | 0.27% | +900+7.1% | Added |
| Wealthcare Advisory Partners LLC | 13,601 | $580.5K | 0.03% | −196−1.4% | Reduced |
| Neumann Capital Management, LLC | 13,622 | $581.4K | 0.24% | −2,400−15.0% | Reduced |
| Madison Wealth Management | 13,680 | $583.8K | 0.12% | +39+0.3% | Added |
| Concord Wealth Partners | 13,689 | $584.2K | 0.13% | +6,556+91.9% | Added |
| Jacobi Capital Management LLC | 13,693 | $584.4K | 0.07% | +3,318+32.0% | Added |
| Eclectic Associates Inc | 13,761 | $587.3K | 0.29% | −619−4.3% | Reduced |
| Summit X, LLC | 13,816 | $589.7K | 0.14% | +1,814+15.1% | Added |
| Cladis Investment Advisory, LLC | 13,821 | $589.9K | 0.51% | −299−2.1% | Reduced |
| Waldron Private Wealth LLC | 13,865 | $591.8K | 0.03% | −1,749−11.2% | Reduced |
| Osterweis Capital Management Inc | 13,896 | $593.1K | 0.04% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 13,909 | $593.6K | 0.20% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 13,674 | $594.5K | 0.66% | −1,965−12.6% | Reduced |
| Oxford Financial Group Ltd | 13,936 | $594.8K | 0.06% | +2,781+24.9% | Added |
| Quadrant Private Wealth Management, LLC | 13,975 | $596.5K | 0.17% | −28−0.2% | Reduced |
| Avion Wealth | 13,995 | $597.0K | 0.16% | +6,755+93.3% | Added |
| TCTC Holdings, LLC | 14,005 | $597.7K | 0.02% | −3,958−22.0% | Reduced |
| Becker Capital Management Inc | 14,144 | $603.7K | 0.02% | −139−1.0% | Reduced |
| ISAM Funds (UK) Ltd | 14,177 | $605.1K | 0.54% | −5,492−27.9% | Reduced |
| Citizens Financial Group Inc | 14,180 | $605.2K | 0.02% | +2,127+17.6% | Added |
| Koss-Olinger Consulting, LLC | 14,190 | $606.0K | 0.07% | −116−0.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,208 | $606.0K | 0.43% | 00.0% | Unchanged |
| JT Stratford LLC | 14,210 | $606.5K | 0.16% | +478+3.5% | Added |
| Gradient Investments LLC | 14,251 | $608.2K | 0.02% | −207−1.4% | Reduced |
| Rockland Trust Co | 14,265 | $608.8K | 0.04% | −1,339−8.6% | Reduced |
| LifeSteps Financial, Inc. | 14,289 | $609.9K | 0.60% | −46−0.3% | Reduced |
| Hexagon Capital Partners LLC | 14,422 | $615.5K | 0.16% | +590+4.3% | Added |
| Richwood Investment Advisors, LLC | 14,483 | $618.1K | 0.60% | −498−3.3% | Reduced |
| Hodges Capital Management Inc. | 0 | $619.0K | 0.04% | −16,336−100.0% | Reduced |
| Northwest Wealth Management, LLC | 14,514 | $619.4K | 0.22% | −134−0.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 14,520 | $619.7K | 0.20% | +11,530+385.6% | Added |
| Wright Investors Service Inc | 14,542 | $620.7K | 0.17% | +14,542 | New |
| Park National Corp | 14,588 | $622.6K | 0.03% | +7,660+110.6% | Added |
| JNBA Financial Advisors | 14,656 | $625.5K | 0.07% | 00.0% | Unchanged |
| First National Advisers, LLC | 14,742 | $629.0K | 0.58% | +498+3.5% | Added |
| LexAurum Advisors, LLC | 14,745 | $629.3K | 0.19% | +337+2.3% | Added |
| Pure Financial Advisors, Inc. | 14,780 | $630.8K | 0.03% | −2,101−12.4% | Reduced |
| Fort Sheridan Advisors LLC | 14,785 | $631.0K | 0.14% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 14,795 | $631.5K | 0.16% | +22+0.1% | Added |
| McDaniel Terry & Co | 14,808 | $632.0K | 0.06% | 00.0% | Unchanged |
| Cambridge Trust Co | 14,831 | $633.0K | 0.03% | −836−5.3% | Reduced |
| Valmark Advisers, Inc. | 14,836 | $633.2K | 0.01% | −178−1.2% | Reduced |
| Simmons Bank | 14,845 | $633.6K | 0.05% | −95−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,850 | $634.0K | 0.04% | −63−0.4% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $640.2K | 0.55% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 15,026 | $641.3K | 0.45% | −36,238−70.7% | Reduced |
| Bragg Financial Advisors, Inc | 15,058 | $642.7K | 0.04% | +415+2.8% | Added |
| Marcum Wealth, LLC | 15,059 | $642.7K | 0.08% | +56+0.4% | Added |
| Prio Wealth Limited Partnership | 15,169 | $647.4K | 0.02% | −766−4.8% | Reduced |
| Jones Financial Companies LLLP | 15,232 | $650.1K | 0.00% | −6,687−30.5% | Reduced |
| Johnson Investment Counsel Inc | 15,252 | $651.0K | 0.01% | +3,475+29.5% | Added |
| Ridgecrest Wealth Partners, LLC | 15,301 | $653.0K | 0.43% | +5,920+63.1% | Added |
| Gilbert & Cook, Inc. | 15,326 | $654.1K | 0.10% | −2,597−14.5% | Reduced |
| Wimmer Associates 1, LLC | 15,341 | $654.8K | 0.39% | −140−0.9% | Reduced |
| Claro Advisors LLC | 15,387 | $656.7K | 0.16% | +364+2.4% | Added |
| Gryphon Financial Partners LLC | 15,389 | $656.8K | 0.15% | −2,383−13.4% | Reduced |
| Abbrea Capital, LLC | 15,596 | $666.0K | 0.10% | +672+4.5% | Added |
| Anchor Investment Management, LLC | 15,616 | $666.5K | 0.09% | +1,633+11.7% | Added |
| One River Asset Management, LLC | 15,691 | $667.1K | 0.53% | −61,789−79.7% | Reduced |
| Personal Cfo Solutions, LLC | 15,668 | $668.7K | 0.14% | +2,206+16.4% | Added |
| Edge Capital Group, LLC | 15,711 | $670.5K | 0.04% | −535−3.3% | Reduced |
| Element Wealth, LLC | 15,719 | $670.9K | 0.47% | −319−2.0% | Reduced |
| Apella Capital, LLC | 15,769 | $673.0K | 0.05% | +15,769 | New |
| Warren Averett Asset Management, LLC | 15,780 | $673.5K | 0.03% | +767+5.1% | Added |
| Koshinski Asset Management, Inc. | 15,799 | $674.3K | 0.07% | −1,759−10.0% | Reduced |
| Vertex Planning Partners, LLC | 15,799 | $674.3K | 0.23% | +170+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 15,848 | $676.4K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15,907 | $678.9K | 0.09% | +81+0.5% | Added |
| AMG National Trust Bank | 15,966 | $681.4K | 0.02% | −9,379−37.0% | Reduced |
| Stokes Family Office, LLC | 16,029 | $684.1K | 0.08% | +3,282+25.7% | Added |
| Keystone Financial Services | 16,064 | $685.6K | 0.35% | +81+0.5% | Added |
| Nicolet Bankshares Inc | 16,068 | $685.8K | 0.19% | −13,020−44.8% | Reduced |
| CIC Wealth, LLC | 16,071 | $685.9K | 0.24% | −972−5.7% | Reduced |
| Mather Group, LLC. | 16,073 | $686.0K | 0.01% | +1,020+6.8% | Added |
| North Star Asset Management Inc | 16,134 | $688.6K | 0.04% | −9−0.1% | Reduced |
| Legacy Financial Group LLC | 16,230 | $692.7K | 0.18% | −945−5.5% | Reduced |
| Meridian Wealth Management, LLC | 16,256 | $693.8K | 0.06% | −688−4.1% | Reduced |
| Proficio Capital Partners LLC | 16,351 | $697.9K | 0.09% | −372−2.2% | Reduced |
| Hutner Capital Management Inc | 16,385 | $699.3K | 0.41% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 16,390 | $699.5K | 0.50% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 16,397 | $699.8K | 0.03% | −657−3.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,400 | $700.0K | 0.02% | 00.0% | Unchanged |