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
- 1,995
- +14 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
- 161
- 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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 20,330 | $867.7K | 0.11% | −62−0.3% | Reduced |
| Financial Counselors Inc | 20,258 | $865.0K | 0.02% | −1,805−8.2% | Reduced |
| Mutual Advisors, LLC | 20,247 | $864.1K | 0.03% | +383+1.9% | Added |
| Bristlecone Advisors, LLC | 20,233 | $863.5K | 0.09% | +200+1.0% | Added |
| Colony Group LLC | 20,228 | $863.0K | 0.01% | −2,374−10.5% | Reduced |
| LS Investment Advisors, LLC | 20,213 | $862.7K | 0.15% | 00.0% | Unchanged |
| Investors Research Corp | 20,211 | $862.6K | 0.22% | 00.0% | Unchanged |
| American State Bank (Iowa) | 20,211 | $862.6K | 0.60% | +290+1.5% | Added |
| Private Wealth Group, LLC | 20,112 | $858.4K | 0.88% | 00.0% | Unchanged |
| Bremer Bank National Association | 20,106 | $858.1K | 0.16% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 20,074 | $856.8K | 0.54% | −1,594−7.4% | Reduced |
| Harbor Advisors LLC | 20,000 | $853.6K | 0.18% | 00.0% | Unchanged |
| Golden State Equity Partners | 19,991 | $853.2K | 0.24% | −4,813−19.4% | Reduced |
| First National Trust Co | 19,968 | $852.2K | 0.04% | −43−0.2% | Reduced |
| RIA Advisory Group LLC | 19,922 | $850.2K | 0.37% | −694−3.4% | Reduced |
| Ballentine Partners, LLC | 19,798 | $845.0K | 0.02% | +3,778+23.6% | Added |
| Castle Rock Wealth Management, LLC | 19,500 | $842.9K | 0.29% | −26−0.1% | Reduced |
| Brookstone Capital Management | 19,577 | $837.3K | 0.02% | +1,290+7.1% | Added |
| Main Street Research LLC | 19,615 | $837.2K | 0.13% | +226+1.2% | Added |
| CX Institutional | 19,563 | $834.9K | 0.04% | +11,377+139.0% | Added |
| Fisher Asset Management, LLC | 19,550 | $834.4K | 0.00% | +1,673+9.4% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 19,542 | $834.1K | 1.06% | 00.0% | Unchanged |
| Sentry LLC | 19,434 | $829.4K | 0.18% | −250−1.3% | Reduced |
| AdvisorNet Financial, Inc | 19,427 | $829.2K | 0.07% | +2,139+12.4% | Added |
| Stewart & Patten Co LLC | 19,420 | $828.8K | 0.14% | −626−3.1% | Reduced |
| Perennial Advisors, LLC | 19,420 | $828.8K | 0.21% | +19,420 | New |
| Avidian Wealth Solutions, LLC | 19,272 | $822.5K | 0.05% | −31,165−61.8% | Reduced |
| DMG Group, LLC | 19,240 | $821.1K | 0.82% | −405−2.1% | Reduced |
| Csenge Advisory Group | 19,226 | $820.6K | 0.06% | +704+3.8% | Added |
| Longfellow Investment Management Co LLC | 19,209 | $819.8K | 0.19% | +19,209 | New |
| Appleton Partners Inc | 19,162 | $818.0K | 0.07% | −2,992−13.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,153 | $817.5K | 0.24% | −96−0.5% | Reduced |
| Annandale Capital, LLC | 19,093 | $815.0K | 0.24% | +87+0.5% | Added |
| VELA Investment Management, LLC | 19,088 | $814.7K | 0.38% | 00.0% | Unchanged |
| Triad Investment Management | 19,036 | $812.5K | 1.13% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 19,020 | $811.8K | 0.06% | +204+1.1% | Added |
| Boothbay Fund Management, LLC | 19,016 | $811.6K | 0.03% | +5,127+36.9% | Added |
| Cornerstone Wealth Management, LLC | 18,919 | $807.5K | 0.07% | +3,460+22.4% | Added |
| Northern Oak Wealth Management Inc | 18,762 | $800.8K | 0.10% | +493+2.7% | Added |
| CenterStar Asset Management, LLC | 18,728 | $800.7K | 0.73% | +18,728 | New |
| Greenup Street Wealth Management LLC | 18,709 | $798.5K | 0.22% | −325−1.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,682 | $797.3K | 0.50% | −119−0.6% | Reduced |
| Independent Financial Group, LLC | 18,674 | $797.0K | 0.05% | −5,534−22.9% | Reduced |
| 1st Source Bank | 18,669 | $796.8K | 0.05% | −493−2.6% | Reduced |
| Lafayette Investments, Inc. | 18,645 | $795.8K | 0.21% | −1,000−5.1% | Reduced |
| Accredited Investors Inc. | 18,566 | $792.4K | 0.06% | −28−0.2% | Reduced |
| Lebenthal Global Advisors, LLC | 18,552 | $791.8K | 0.23% | +18,552 | New |
| EverSource Wealth Advisors, LLC | 18,434 | $786.8K | 0.09% | −481−2.5% | Reduced |
| Deseret Mutual Benefit Administrators | 18,341 | $782.8K | 0.30% | +82+0.4% | Added |
| HBK Sorce Advisory LLC | 18,330 | $782.3K | 0.03% | +1,151+6.7% | Added |
| Great Valley Advisor Group, Inc. | 18,322 | $781.7K | 0.03% | +1,509+9.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 18,187 | $776.2K | 0.02% | +18,187 | New |
| Regents of the University of California | 18,106 | $772.8K | 0.10% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 18,073 | $771.4K | 0.25% | −4,784−20.9% | Reduced |
| WP Advisors, LLC | 18,018 | $769.0K | 0.31% | −531−2.9% | Reduced |
| Barbara Oil Co. | 18,000 | $768.2K | 0.35% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 18,000 | $768.0K | 0.05% | +200+1.1% | Added |
| ZWJ Investment Counsel Inc | 17,934 | $765.4K | 0.04% | 00.0% | Unchanged |
| XML Financial, LLC | 17,920 | $764.8K | 0.09% | +273+1.5% | Added |
| Summit Financial Group Inc | 17,885 | $763.3K | 0.30% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17,880 | $763.1K | 0.06% | +21+0.1% | Added |
| LMCG Investments, LLC | 17,880 | $763.1K | 0.05% | −728−3.9% | Reduced |
| Principle Wealth Partners LLC | 17,822 | $760.6K | 0.08% | −533−2.9% | Reduced |
| Greatmark Investment Partners, Inc. | 17,808 | $760.0K | 0.13% | −310,869−94.6% | Reduced |
| Essex Financial Services, Inc. | 17,794 | $759.4K | 0.09% | +166+0.9% | Added |
| Delap Wealth Advisory, LLC | 17,731 | $756.8K | 0.74% | −619−3.4% | Reduced |
| Sittner & Nelson, LLC | 17,664 | $753.9K | 0.41% | −506−2.8% | Reduced |
| Palisade Asset Management, LLC | 17,631 | $752.5K | 0.09% | −514−2.8% | Reduced |
| IVC Wealth Advisors LLC | 17,553 | $749.2K | 0.47% | +3,092+21.4% | Added |
| Comerica Securities,inc. | 17,523 | $747.9K | 0.05% | −2,912−14.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 17,479 | $746.0K | 0.09% | +17,479 | New |
| Intrinsic Value Partners, LLC | 17,445 | $744.6K | 0.94% | −60−0.3% | Reduced |
| Ethic Inc. | 17,438 | $744.3K | 0.03% | +1,969+12.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 17,527 | $744.0K | 0.05% | −42−0.2% | Reduced |
| Intrua Financial, LLC | 17,398 | $742.5K | 0.13% | +6,619+61.4% | Added |
| Cumberland Advisors Inc | 17,300 | $738.4K | 0.34% | 00.0% | Unchanged |
| Lipe & Dalton | 17,300 | $738.0K | 0.42% | −300−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 17,242 | $735.9K | 0.05% | +5,647+48.7% | Added |
| Arkadios Wealth Advisors | 17,226 | $735.2K | 0.09% | +223+1.3% | Added |
| Peoples Financial Services Corp. | 17,189 | $733.6K | 0.33% | −1,338−7.2% | Reduced |
| Chicago Capital, LLC | 17,169 | $732.8K | 0.03% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 16,361 | $732.0K | 0.19% | +2,218+15.7% | Added |
| Dakota Wealth Management | 17,058 | $728.1K | 0.03% | +100+0.6% | Added |
| Essex Savings Bank | 17,041 | $727.3K | 0.24% | +61+0.4% | Added |
| Mainstay Capital Management LLC | 16,977 | $724.6K | 0.13% | +550+3.3% | Added |
| GM Advisory Group, Inc. | 16,975 | $724.5K | 0.06% | +51+0.3% | Added |
| Heartland Bank & Trust Co | 16,716 | $713.4K | 0.56% | −1,574−8.6% | Reduced |
| Boltwood Capital Management | 16,700 | $712.8K | 0.26% | −2,000−10.7% | Reduced |
| Cascade Investment Advisors, Inc. | 16,694 | $712.5K | 0.53% | +94+0.6% | Added |
| Prudent Man Advisors, LLC | 16,648 | $711.0K | 0.27% | −85−0.5% | Reduced |
| Cito Capital Group, LLC | 16,503 | $704.0K | 0.32% | 00.0% | Unchanged |
| Lantz Financial LLC | 16,483 | $703.5K | 0.28% | +908+5.8% | Added |
| JFS Wealth Advisors, LLC | 16,464 | $702.7K | 0.06% | +29+0.2% | Added |
| Keudell/Morrison Wealth Management | 16,417 | $700.7K | 0.20% | −374−2.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,400 | $700.0K | 0.02% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 16,397 | $699.8K | 0.03% | −657−3.9% | Reduced |
| Garrison Point Advisors, LLC | 16,390 | $699.5K | 0.50% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 16,385 | $699.3K | 0.41% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 16,351 | $697.9K | 0.09% | −372−2.2% | Reduced |
| Meridian Wealth Management, LLC | 16,256 | $693.8K | 0.06% | −688−4.1% | Reduced |