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 |
|---|---|---|---|---|---|
| LJI Wealth Management, LLC | 25,838 | $1.10M | 0.32% | −887−3.3% | Reduced |
| Citadel Investment Advisory, Inc. | 25,557 | $1.09M | 0.71% | −300−1.2% | Reduced |
| TRUE Private Wealth Advisors | 25,481 | $1.09M | 0.16% | 00.0% | Unchanged |
| Triumph Capital Management | 25,446 | $1.09M | 0.49% | +5,133+25.3% | Added |
| Valley National Advisers Inc | 25,337 | $1.08M | 0.18% | −1,095−4.1% | Reduced |
| Courier Capital LLC | 25,237 | $1.08M | 0.08% | −548−2.1% | Reduced |
| Wrapmanager Inc | 25,102 | $1.07M | 0.33% | −1,796−6.7% | Reduced |
| Gotham Asset Management, LLC | 25,048 | $1.07M | 0.02% | −9,034−26.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 24,939 | $1.06M | 0.10% | −96−0.4% | Reduced |
| Bartlett & Co. LLC | 24,905 | $1.06M | 0.02% | −100−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 24,905 | $1.06M | 0.02% | −100−0.4% | Reduced |
| First Citizens Bank & Trust Co | 24,741 | $1.06M | 0.02% | −3,610−12.7% | Reduced |
| First City Capital Management, Inc. | 24,739 | $1.06M | 0.62% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 24,660 | $1.05M | 0.10% | −2,167−8.1% | Reduced |
| Cadinha & Co LLC | 24,596 | $1.05M | 0.19% | +124+0.5% | Added |
| First Horizon Advisors, Inc. | 24,588 | $1.05M | 0.04% | −1,543−5.9% | Reduced |
| Argent Advisors, Inc. | 24,581 | $1.05M | 0.48% | +494+2.1% | Added |
| Goodwin Daniel L | 24,500 | $1.05M | 0.50% | −1,500−5.8% | Reduced |
| Modera Wealth Management, LLC | 24,463 | $1.04M | 0.02% | +14,595+147.9% | Added |
| Carnegie Capital Asset Management, LLC | 24,393 | $1.04M | 0.04% | −2,147−8.1% | Reduced |
| Tealwood Asset Management Inc | 24,390 | $1.04M | 0.51% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 24,371 | $1.04M | 0.09% | −67,979−73.6% | Reduced |
| Voya Financial Advisors, Inc. | 24,473 | $1.04M | 0.12% | −91−0.4% | Reduced |
| Martin & Co Inc | 24,339 | $1.04M | 0.26% | −1,112−4.4% | Reduced |
| Buffington Mohr McNeal | 24,283 | $1.04M | 0.22% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 24,270 | $1.04M | 0.45% | +1,055+4.5% | Added |
| Cutler Group LP | 24,210 | $1.03M | 0.24% | −66,072−73.2% | Reduced |
| Ramiah Investment Group | 24,156 | $1.03M | 1.01% | +24,156 | New |
| Affinity Investment Advisors, LLC | 24,111 | $1.03M | 0.60% | −5,862−19.6% | Reduced |
| Icon Wealth Partners, LLC | 24,064 | $1.03M | 0.11% | +17,611+272.9% | Added |
| Miracle Mile Advisors, LLC | 24,041 | $1.03M | 0.03% | +1,100+4.8% | Added |
| AIA Group Ltd | 24,000 | $1.02M | 0.05% | −15,503−39.2% | Reduced |
| Moneta Group Investment Advisors LLC | 23,971 | $1.02M | 0.02% | −2,415−9.2% | Reduced |
| Insight Advisors, LLC | 23,926 | $1.02M | 0.23% | −166−0.7% | Reduced |
| First Bank & Trust | 23,900 | $1.02M | 0.26% | +233+1.0% | Added |
| Sawyer & Company, Inc | 23,855 | $1.02M | 0.47% | −110−0.5% | Reduced |
| GHP Investment Advisors, Inc. | 23,245 | $1.02M | 0.06% | +3,204+16.0% | Added |
| Washington Trust Co | 23,804 | $1.02M | 0.04% | +58+0.2% | Added |
| Insigneo Advisory Services, LLC | 23,555 | $1.01M | 0.19% | +7,204+44.1% | Added |
| GFG Capital, LLC | 23,548 | $1.01M | 0.19% | −53−0.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 23,499 | $1.00M | 0.26% | −276−1.2% | Reduced |
| Cercano Management LLC | 23,474 | $1.00M | 0.03% | +23,474 | New |
| Davidson Trust Co | 23,338 | $996.1K | 0.72% | −41−0.2% | Reduced |
| Congress Wealth Management LLC | 23,237 | $991.8K | 0.02% | −311−1.3% | Reduced |
| Portman Square Capital LLP | 23,216 | $990.9K | 0.17% | −67,320−74.4% | Reduced |
| Hamilton Capital Partners Inc. | 23,200 | $990.2K | 0.36% | 00.0% | Unchanged |
| Boit C F David | 23,163 | $988.6K | 0.66% | −3,000−11.5% | Reduced |
| Pacific Center for Financial Services | 23,107 | $986.2K | 0.32% | −253−1.1% | Reduced |
| RNC Capital Management LLC | 23,034 | $983.0K | 0.05% | −6,014−20.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 23,005 | $981.9K | 0.26% | +5,175+29.0% | Added |
| Sweeney & Michel, LLC | 22,025 | $979.7K | 0.50% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 22,882 | $976.6K | 0.50% | +327+1.4% | Added |
| Evergreen Capital Management LLC | 22,866 | $975.9K | 0.04% | −236−1.0% | Reduced |
| Sunbelt Securities, Inc. | 22,841 | $974.9K | 0.14% | +127+0.6% | Added |
| Pflug Koory, LLC | 22,819 | $973.9K | 0.50% | −160−0.7% | Reduced |
| Compagnie Lombard Odier SCmA | 22,802 | $973.2K | 0.03% | −11,957−34.4% | Reduced |
| Lazari Capital Management, Inc. | 22,758 | $971.3K | 0.55% | +22,758 | New |
| Salem Investment Counselors Inc | 22,711 | $969.3K | 0.04% | −377−1.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 22,547 | $962.3K | 0.55% | +29+0.1% | Added |
| Rossmore Private Capital | 22,474 | $959.2K | 0.14% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 22,294 | $951.5K | 0.13% | +426+1.9% | Added |
| Argus Investors' Counsel, Inc. | 22,274 | $950.7K | 0.66% | +209+0.9% | Added |
| Laurel Wealth Advisors LLC | 22,237 | $949.0K | 0.19% | +1,291+6.2% | Added |
| Lake Street Advisors Group, LLC | 22,224 | $949.0K | 0.05% | +2,598+13.2% | Added |
| GFS Advisors, LLC | 22,208 | $948.0K | 0.21% | +458+2.1% | Added |
| Westmount Partners, LLC | 22,166 | $946.0K | 0.41% | −472−2.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 22,138 | $944.9K | 0.10% | +158+0.7% | Added |
| Excalibur Management Corp | 22,028 | $940.2K | 0.48% | −20−0.1% | Reduced |
| Ruffer LLP | 22,000 | $938.9K | 0.05% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 21,968 | $937.6K | 0.05% | −1,314−5.6% | Reduced |
| WealthPLAN Partners, LLC | 21,802 | $930.5K | 0.13% | −883−3.9% | Reduced |
| Van Leeuwen & Company, LLC | 21,377 | $927.8K | 0.58% | −642−2.9% | Reduced |
| Great Lakes Retirement, Inc. | 21,720 | $927.0K | 0.16% | +136+0.6% | Added |
| Pioneer Trust Bank N A | 21,665 | $924.7K | 0.27% | −735−3.3% | Reduced |
| Private Management Group Inc | 21,660 | $924.4K | 0.04% | −200−0.9% | Reduced |
| Wunderlich Capital Managemnt | 21,636 | $923.0K | 0.45% | +17,433+414.8% | Added |
| Avantax Planning Partners, Inc. | 21,588 | $921.4K | 0.04% | −4,489−17.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 21,580 | $921.0K | 0.17% | −53,670−71.3% | Reduced |
| Western Wealth Management, LLC | 21,493 | $917.3K | 0.08% | +893+4.3% | Added |
| Harbour Investments, Inc. | 21,368 | $912.0K | 0.05% | +483+2.3% | Added |
| Two Sigma Securities, LLC | 21,326 | $910.2K | 0.07% | −189,877−89.9% | Reduced |
| Seneca Financial Advisors LLC | 21,273 | $907.9K | 0.60% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 21,255 | $907.1K | 0.10% | −27,116−56.1% | Reduced |
| Kennedy Investment Group | 21,226 | $905.9K | 0.53% | −34−0.2% | Reduced |
| Lindbrook Capital, LLC | 21,204 | $905.0K | 0.10% | +12,204+135.6% | Added |
| Massmutual Trust Co FSB | 21,193 | $904.5K | 0.03% | +2,467+13.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 21,132 | $902.1K | 0.07% | +162+0.8% | Added |
| Capital Investment Advisory Services, LLC | 21,125 | $901.6K | 0.09% | +1,359+6.9% | Added |
| Bridges Investment Management Inc | 21,102 | $900.6K | 0.03% | −16,374−43.7% | Reduced |
| Tobam | 21,048 | $898.0K | 0.07% | −90.0% | Reduced |
| IHT Wealth Management, LLC | 20,948 | $894.1K | 0.05% | +1,680+8.7% | Added |
| Busey Wealth Management | 20,855 | $890.1K | 0.04% | +14+0.1% | Added |
| Ronald Blue Trust, Inc. | 23,792 | $889.0K | 0.01% | −8,496−26.3% | Reduced |
| Thoroughbred Financial Services, LLC | 20,753 | $885.0K | 0.12% | +1,651+8.6% | Added |
| Aspire Private Capital, LLC | 20,674 | $882.4K | 0.28% | +35+0.2% | Added |
| BLB&B Advisors, LLC | 20,608 | $879.5K | 0.06% | −563−2.7% | Reduced |
| Diligent Investors, LLC | 20,601 | $879.2K | 0.26% | +5,263+34.3% | Added |
| London & Capital Asset Management Ltd | 20,506 | $875.2K | 0.09% | +20,506 | New |
| Sage Rhino Capital LLC | 20,494 | $874.7K | 0.24% | −1,813−8.1% | Reduced |
| Telos Capital Management, Inc. | 20,391 | $870.3K | 0.12% | −3,000−12.8% | Reduced |