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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 13,071 | $558.0K | 0.32% | −401−3.0% | Reduced |
| Gagnon Securities LLC | 13,056 | $557.2K | 0.12% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 12,994 | $554.6K | 0.03% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 12,994 | $554.6K | 0.03% | +1,622+14.3% | Added |
| Legacy Private Trust Co. | 12,960 | $553.1K | 0.05% | −7,453−36.5% | Reduced |
| Allstate Corp | 12,934 | $552.0K | 0.04% | −787−5.7% | Reduced |
| David Loasby | 12,799 | $548.9K | 0.06% | +940+7.9% | Added |
| Leonteq Securities AG | 12,853 | $548.6K | 0.06% | −183,526−93.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,849 | $548.4K | 0.06% | −12,455−49.2% | Reduced |
| Basepoint Wealth LLC | 12,846 | $548.3K | 0.45% | −1,201−8.5% | Reduced |
| Financial Advisory Corp | 12,813 | $547.0K | 0.24% | +37+0.3% | Added |
| Family Legacy, Inc. | 12,800 | $546.3K | 0.22% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 12,784 | $546.0K | 0.12% | +101+0.8% | Added |
| Hilltop Holdings Inc. | 12,783 | $545.6K | 0.07% | −50−0.4% | Reduced |
| Wintrust Investments LLC | 12,742 | $544.0K | 0.05% | +166+1.3% | Added |
| Proequities, Inc. | 12,744 | $543.9K | 0.04% | −40.0% | Reduced |
| FineMark National Bank & Trust | 12,730 | $543.3K | 0.02% | −219−1.7% | Reduced |
| Operose Advisors LLC | 12,726 | $543.1K | 0.25% | +11,399+859.0% | Added |
| Hancock Whitney Corp | 12,730 | $543.0K | 0.02% | +1,404+12.4% | Added |
| Cooke & Bieler LP | 12,676 | $541.0K | 0.01% | −44,226−77.7% | Reduced |
| Osborne Partners Capital Management, LLC | 12,649 | $539.9K | 0.04% | −546−4.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 12,631 | $539.1K | 0.04% | +2,192+21.0% | Added |
| Pettyjohn, Wood & White, Inc | 12,621 | $538.6K | 0.13% | +90+0.7% | Added |
| River Wealth Advisors LLC | 12,563 | $536.2K | 0.09% | +11+0.1% | Added |
| 9258 Wealth Management, LLC | 12,473 | $532.3K | 0.10% | +212+1.7% | Added |
| BKD Wealth Advisors, LLC | 12,361 | $527.6K | 0.02% | −724−5.5% | Reduced |
| Harbor Investment Advisory, LLC | 12,343 | $526.8K | 0.07% | +1,765+16.7% | Added |
| Sebold Capital Management, Inc. | 12,321 | $525.9K | 0.42% | +48+0.4% | Added |
| Mraz, Amerine & Associates, Inc. | 12,309 | $525.3K | 0.12% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 12,293 | $524.7K | 0.11% | +13+0.1% | Added |
| New Millennium Group LLC | 12,269 | $523.6K | 0.48% | +4,095+50.1% | Added |
| Axxcess Wealth Management, LLC | 12,245 | $522.6K | 0.04% | −3,112−20.3% | Reduced |
| CSS LLC | 12,230 | $522.0K | 0.04% | −4,836−28.3% | Reduced |
| Chicago Trust Co NA | 12,131 | $517.8K | 0.12% | −5,301−30.4% | Reduced |
| Kovack Advisors, Inc. | 12,103 | $516.6K | 0.07% | −74−0.6% | Reduced |
| Sciencast Management LP | 11,900 | $515.5K | 0.42% | −8,900−42.8% | Reduced |
| C2C Wealth Management, LLC | 11,443 | $513.3K | 0.07% | −229−2.0% | Reduced |
| Fayez Sarofim & Co | 11,929 | $509.1K | 0.00% | −2,926−19.7% | Reduced |
| Resource Consulting Group Inc | 11,896 | $507.7K | 0.10% | +11,896 | New |
| Sheets Smith Wealth Management | 11,879 | $507.0K | 0.07% | −1,012−7.9% | Reduced |
| First Foundation Advisors | 11,877 | $506.9K | 0.02% | −1,572−11.7% | Reduced |
| Good Life Advisors, LLC | 11,876 | $506.9K | 0.06% | −1,362−10.3% | Reduced |
| South State Corp. | 11,868 | $506.5K | 0.05% | −186−1.5% | Reduced |
| Graypoint LLC | 11,854 | $505.9K | 0.05% | −1,378−10.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,852 | $505.8K | 0.06% | −821−6.5% | Reduced |
| G&S Capital LLC | 11,835 | $505.1K | 0.24% | +33+0.3% | Added |
| IPG Investment Advisors LLC | 11,789 | $503.2K | 0.11% | −3,000−20.3% | Reduced |
| Iowa State Bank | 11,772 | $502.4K | 0.13% | −55−0.5% | Reduced |
| Farmers Trust Co | 11,745 | $501.3K | 0.11% | −9−0.1% | Reduced |
| Leisure Capital Management | 11,738 | $501.0K | 0.28% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,682 | $498.6K | 0.06% | +55+0.5% | Added |
| Douglas Lane & Associates, LLC | 11,672 | $498.2K | 0.01% | −91−0.8% | Reduced |
| Canandaigua National Bank & Trust Co | 11,627 | $496.2K | 0.08% | −390−3.2% | Reduced |
| Breakwater Capital Group | 11,626 | $496.2K | 0.18% | −407−3.4% | Reduced |
| Stelac Advisory Services LLC | 11,608 | $495.4K | 0.22% | −775−6.3% | Reduced |
| Woodmont Investment Counsel LLC | 11,606 | $495.3K | 0.05% | −1,158−9.1% | Reduced |
| Jacobs & Co | 11,617 | $495.0K | 0.06% | −358−3.0% | Reduced |
| Perennial Investment Advisors, LLC | 11,558 | $493.3K | 0.09% | −163−1.4% | Reduced |
| West Bancorporation Inc | 11,550 | $493.0K | 0.33% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 11,508 | $491.2K | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,500 | $490.8K | 0.02% | −32,180−73.7% | Reduced |
| Connectus Wealth, LLC | 11,496 | $490.8K | 0.01% | +131+1.2% | Added |
| Beaton Management Co. Inc. | 11,448 | $489.0K | 0.31% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 11,457 | $489.0K | 0.06% | +11,457 | New |
| Kingswood Wealth Advisors, LLC | 11,450 | $488.7K | 0.16% | +11,450 | New |
| StoneX Group Inc. | 11,446 | $488.5K | 0.05% | −2,211−16.2% | Reduced |
| Cahill Financial Advisors Inc | 11,434 | $488.0K | 0.08% | +73+0.6% | Added |
| WealthPlan Investment Management, LLC | 11,376 | $485.5K | 0.14% | −1,470−11.4% | Reduced |
| Alterna Wealth Management, Inc | 11,369 | $485.2K | 0.56% | −650−5.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,369 | $485.0K | 0.16% | −352−3.0% | Reduced |
| Altfest L J & Co Inc | 11,344 | $484.0K | 0.07% | +477+4.4% | Added |
| Platform Technology Partners | 11,302 | $483.0K | 0.23% | −308−2.7% | Reduced |
| PFW Advisors LLC | 11,031 | $482.4K | 0.16% | +11,031 | New |
| Bank of Hawaii | 11,278 | $481.3K | 0.03% | −131−1.1% | Reduced |
| Balentine LLC | 11,244 | $479.9K | 0.02% | −21,492−65.7% | Reduced |
| Trust Co of Vermont | 11,220 | $478.9K | 0.03% | +150+1.4% | Added |
| Private Portfolio Partners LLC | 11,220 | $478.9K | 0.12% | −65−0.6% | Reduced |
| Alliance Wealth Advisors, LLC | 11,153 | $476.0K | 0.34% | +34+0.3% | Added |
| Monument Capital Management | 11,117 | $474.5K | 0.15% | +4,292+62.9% | Added |
| Achmea Investment Management B.V. | 10,995 | $469.0K | 0.01% | +2,182+24.8% | Added |
| Burke & Herbert Bank & Trust Co | 10,976 | $468.5K | 0.32% | −491−4.3% | Reduced |
| Monarch Capital Management Inc | 10,960 | $467.8K | 0.14% | −800−6.8% | Reduced |
| Institute for Wealth Management, LLC. | 10,886 | $464.6K | 0.08% | +640+6.2% | Added |
| Mengis Capital Management, Inc. | 10,869 | $463.9K | 0.09% | +66+0.6% | Added |
| Aull & Monroe Investment Management Corp | 10,858 | $463.4K | 0.23% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 9,406 | $463.0K | 0.71% | −43,600−82.3% | Reduced |
| Rational Advisors LLC | 10,844 | $462.8K | 0.04% | +9,800+938.7% | Added |
| LGT Financial Advisors LLC | 10,827 | $462.1K | 0.49% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10,610 | $461.3K | 0.26% | −15−0.1% | Reduced |
| Iron Horse Wealth Management, LLC | 10,755 | $459.0K | 0.23% | −896−7.7% | Reduced |
| Global Trust Asset Management, LLC | 10,678 | $455.7K | 0.20% | −18−0.2% | Reduced |
| First Dallas Securities Inc. | 10,650 | $455.0K | 0.25% | −150−1.4% | Reduced |
| 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 |
| Hikari Tsushin, Inc. | 10,631 | $453.7K | 0.04% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 10,601 | $452.5K | 0.24% | 00.0% | Unchanged |
| AXS Investments LLC | 10,595 | $452.2K | 0.12% | +832+8.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 10,552 | $450.4K | 0.02% | −29,073−73.4% | Reduced |
| Fort Point Capital Partners LLC | 10,547 | $450.1K | 0.07% | +199+1.9% | Added |
| FirstPurpose Wealth LLC | 10,541 | $449.9K | 0.19% | +318+3.1% | Added |