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 |
|---|---|---|---|---|---|
| Legacy Financial Group LLC | 16,230 | $692.7K | 0.18% | −945−5.5% | Reduced |
| North Star Asset Management Inc | 16,134 | $688.6K | 0.04% | −9−0.1% | Reduced |
| Mather Group, LLC. | 16,073 | $686.0K | 0.01% | +1,020+6.8% | Added |
| CIC Wealth, LLC | 16,071 | $685.9K | 0.24% | −972−5.7% | Reduced |
| Nicolet Bankshares Inc | 16,068 | $685.8K | 0.19% | −13,020−44.8% | Reduced |
| Keystone Financial Services | 16,064 | $685.6K | 0.35% | +81+0.5% | Added |
| Stokes Family Office, LLC | 16,029 | $684.1K | 0.08% | +3,282+25.7% | Added |
| AMG National Trust Bank | 15,966 | $681.4K | 0.02% | −9,379−37.0% | Reduced |
| MV Capital Management, Inc. | 15,907 | $678.9K | 0.09% | +81+0.5% | Added |
| Fukoku Mutual Life Insurance Co | 15,848 | $676.4K | 0.06% | 00.0% | Unchanged |
| 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 |
| Warren Averett Asset Management, LLC | 15,780 | $673.5K | 0.03% | +767+5.1% | Added |
| Apella Capital, LLC | 15,769 | $673.0K | 0.05% | +15,769 | New |
| Element Wealth, LLC | 15,719 | $670.9K | 0.47% | −319−2.0% | Reduced |
| Edge Capital Group, LLC | 15,711 | $670.5K | 0.04% | −535−3.3% | Reduced |
| Personal Cfo Solutions, LLC | 15,668 | $668.7K | 0.14% | +2,206+16.4% | Added |
| One River Asset Management, LLC | 15,691 | $667.1K | 0.53% | −61,789−79.7% | Reduced |
| Anchor Investment Management, LLC | 15,616 | $666.5K | 0.09% | +1,633+11.7% | Added |
| Abbrea Capital, LLC | 15,596 | $666.0K | 0.10% | +672+4.5% | Added |
| Gryphon Financial Partners LLC | 15,389 | $656.8K | 0.15% | −2,383−13.4% | Reduced |
| Claro Advisors LLC | 15,387 | $656.7K | 0.16% | +364+2.4% | Added |
| Wimmer Associates 1, LLC | 15,341 | $654.8K | 0.39% | −140−0.9% | Reduced |
| Gilbert & Cook, Inc. | 15,326 | $654.1K | 0.10% | −2,597−14.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 15,301 | $653.0K | 0.43% | +5,920+63.1% | Added |
| Johnson Investment Counsel Inc | 15,252 | $651.0K | 0.01% | +3,475+29.5% | Added |
| Jones Financial Companies LLLP | 15,232 | $650.1K | 0.00% | −6,687−30.5% | Reduced |
| Prio Wealth Limited Partnership | 15,169 | $647.4K | 0.02% | −766−4.8% | Reduced |
| Marcum Wealth, LLC | 15,059 | $642.7K | 0.08% | +56+0.4% | Added |
| Bragg Financial Advisors, Inc | 15,058 | $642.7K | 0.04% | +415+2.8% | Added |
| Blackhawk Capital Partners LLC. | 15,026 | $641.3K | 0.45% | −36,238−70.7% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $640.2K | 0.55% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 14,850 | $634.0K | 0.04% | −63−0.4% | Reduced |
| Simmons Bank | 14,845 | $633.6K | 0.05% | −95−0.6% | Reduced |
| Valmark Advisers, Inc. | 14,836 | $633.2K | 0.01% | −178−1.2% | Reduced |
| Cambridge Trust Co | 14,831 | $633.0K | 0.03% | −836−5.3% | Reduced |
| McDaniel Terry & Co | 14,808 | $632.0K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 14,795 | $631.5K | 0.16% | +22+0.1% | Added |
| Fort Sheridan Advisors LLC | 14,785 | $631.0K | 0.14% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 14,780 | $630.8K | 0.03% | −2,101−12.4% | Reduced |
| LexAurum Advisors, LLC | 14,745 | $629.3K | 0.19% | +337+2.3% | Added |
| First National Advisers, LLC | 14,742 | $629.0K | 0.58% | +498+3.5% | Added |
| JNBA Financial Advisors | 14,656 | $625.5K | 0.07% | 00.0% | Unchanged |
| Park National Corp | 14,588 | $622.6K | 0.03% | +7,660+110.6% | Added |
| Wright Investors Service Inc | 14,542 | $620.7K | 0.17% | +14,542 | New |
| Asahi Life Asset Management Co., Ltd. | 14,520 | $619.7K | 0.20% | +11,530+385.6% | Added |
| Northwest Wealth Management, LLC | 14,514 | $619.4K | 0.22% | −134−0.9% | Reduced |
| Hodges Capital Management Inc. | 0 | $619.0K | 0.04% | −16,336−100.0% | Reduced |
| Richwood Investment Advisors, LLC | 14,483 | $618.1K | 0.60% | −498−3.3% | Reduced |
| Hexagon Capital Partners LLC | 14,422 | $615.5K | 0.16% | +590+4.3% | Added |
| LifeSteps Financial, Inc. | 14,289 | $609.9K | 0.60% | −46−0.3% | Reduced |
| Rockland Trust Co | 14,265 | $608.8K | 0.04% | −1,339−8.6% | Reduced |
| Gradient Investments LLC | 14,251 | $608.2K | 0.02% | −207−1.4% | Reduced |
| JT Stratford LLC | 14,210 | $606.5K | 0.16% | +478+3.5% | 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 |
| Citizens Financial Group Inc | 14,180 | $605.2K | 0.02% | +2,127+17.6% | Added |
| ISAM Funds (UK) Ltd | 14,177 | $605.1K | 0.54% | −5,492−27.9% | Reduced |
| Becker Capital Management Inc | 14,144 | $603.7K | 0.02% | −139−1.0% | Reduced |
| TCTC Holdings, LLC | 14,005 | $597.7K | 0.02% | −3,958−22.0% | Reduced |
| Avion Wealth | 13,995 | $597.0K | 0.16% | +6,755+93.3% | Added |
| Quadrant Private Wealth Management, LLC | 13,975 | $596.5K | 0.17% | −28−0.2% | Reduced |
| Oxford Financial Group Ltd | 13,936 | $594.8K | 0.06% | +2,781+24.9% | Added |
| Providence Wealth Advisors, LLC | 13,674 | $594.5K | 0.66% | −1,965−12.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 13,909 | $593.6K | 0.20% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 13,896 | $593.1K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 13,865 | $591.8K | 0.03% | −1,749−11.2% | Reduced |
| Cladis Investment Advisory, LLC | 13,821 | $589.9K | 0.51% | −299−2.1% | Reduced |
| Summit X, LLC | 13,816 | $589.7K | 0.14% | +1,814+15.1% | Added |
| Eclectic Associates Inc | 13,761 | $587.3K | 0.29% | −619−4.3% | Reduced |
| Jacobi Capital Management LLC | 13,693 | $584.4K | 0.07% | +3,318+32.0% | Added |
| Concord Wealth Partners | 13,689 | $584.2K | 0.13% | +6,556+91.9% | Added |
| Madison Wealth Management | 13,680 | $583.8K | 0.12% | +39+0.3% | Added |
| Neumann Capital Management, LLC | 13,622 | $581.4K | 0.24% | −2,400−15.0% | Reduced |
| Wealthcare Advisory Partners LLC | 13,601 | $580.5K | 0.03% | −196−1.4% | Reduced |
| Highlander Capital Management, LLC | 13,537 | $578.0K | 0.27% | +900+7.1% | Added |
| Welch Group, LLC | 13,528 | $577.4K | 0.03% | +498+3.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,521 | $576.9K | 0.06% | −9,000−40.0% | Reduced |
| Boston Trust Walden Corp | 13,515 | $576.8K | 0.00% | −703−4.9% | Reduced |
| DF Dent & Co Inc | 13,490 | $575.8K | 0.01% | +13,490 | New |
| Wealth Alliance | 13,482 | $575.4K | 0.09% | +188+1.4% | Added |
| Cardiff Park Advisors, LLC | 13,451 | $574.1K | 0.07% | +19+0.1% | Added |
| Montecito Bank & Trust | 13,442 | $573.7K | 0.13% | −21−0.2% | Reduced |
| Zions Bancorporation, N.A. | 13,437 | $573.5K | 0.05% | +2,369+21.4% | Added |
| Alps Advisors Inc | 13,431 | $573.2K | 0.00% | +3,546+35.9% | Added |
| AIMZ Investment Advisors, LLC | 13,419 | $572.7K | 0.25% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 13,410 | $572.3K | 0.01% | −1,847−12.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 13,395 | $571.7K | 0.52% | −550−3.9% | Reduced |
| Carson Advisory Inc. | 13,371 | $570.7K | 0.48% | +217+1.6% | Added |
| Traphagen Investment Advisors LLC | 13,365 | $570.4K | 0.08% | +4,444+49.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 13,335 | $569.1K | 0.02% | −2,517−15.9% | Reduced |
| Knuff & Co LLC | 13,304 | $567.8K | 0.21% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13,232 | $565.0K | 0.03% | −91−0.7% | Reduced |
| FinTrust Capital Advisors, LLC | 13,680 | $564.8K | 0.14% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 13,218 | $564.0K | 0.25% | +13,218 | New |
| Weatherly Asset Management L. P. | 13,172 | $562.2K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,147 | $561.1K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13,145 | $561.0K | 0.35% | −150−1.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,111 | $559.6K | 0.14% | −798−5.7% | Reduced |
| Purus Wealth Management, LLC | 13,106 | $559.3K | 0.36% | −76−0.6% | Reduced |