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 |
|---|---|---|---|---|---|
| Regatta Capital Group, LLC | 10,513 | $448.7K | 0.14% | +985+10.3% | Added |
| Pointe Capital Management LLC | 10,485 | $447.5K | 0.34% | −385−3.5% | Reduced |
| Coastal Bridge Advisors, LLC | 10,463 | $446.6K | 0.11% | −100−0.9% | Reduced |
| McCarthy Asset Management, Inc. | 10,439 | $445.5K | 0.30% | −126−1.2% | Reduced |
| Tarbox Family Office, Inc. | 10,419 | $444.7K | 0.09% | +14+0.1% | Added |
| Flagstone Financial Management | 10,404 | $444.0K | 0.21% | −150−1.4% | Reduced |
| All Terrain Financial Advisors, LLC | 10,367 | $442.5K | 0.20% | 00.0% | Unchanged |
| Ascent Group, LLC | 9,926 | $441.5K | 0.05% | −3,637−26.8% | Reduced |
| Mechanics Bank Trust Department | 10,324 | $440.6K | 0.07% | +2,524+32.4% | Added |
| Wealthspire Advisors, LLC | 10,273 | $438.5K | 0.01% | +789+8.3% | Added |
| Lauterbach Financial Advisors, LLC | 10,271 | $438.4K | 0.34% | +54+0.5% | Added |
| Stephenson National Bank & Trust | 10,248 | $437.4K | 0.24% | 00.0% | Unchanged |
| Athena Investment Management | 10,204 | $435.5K | 0.30% | −63−0.6% | Reduced |
| Linscomb & Williams, Inc. | 10,198 | $435.2K | 0.02% | +10,198 | New |
| HCR Wealth Advisors | 10,181 | $434.5K | 0.08% | −36−0.4% | Reduced |
| Beach Investment Counsel Inc | 10,164 | $434.0K | 0.05% | 00.0% | Unchanged |
| BBR Partners, LLC | 10,143 | $432.9K | 0.05% | −924−8.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 10,112 | $431.6K | 0.21% | +10,112 | New |
| Maven Securities LTD | 10,078 | $430.1K | 0.06% | −3,493−25.7% | Reduced |
| Humankind Investments LLC | 10,034 | $428.3K | 0.17% | +1,117+12.5% | Added |
| WealthShield Partners, LLC | 10,027 | $428.0K | 0.06% | +1,101+12.3% | Added |
| LVW Advisors, LLC | 9,988 | $426.3K | 0.09% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 9,968 | $425.4K | 0.06% | 00.0% | Unchanged |
| PFG Investments, LLC | 9,922 | $423.5K | 0.08% | +2,688+37.2% | Added |
| Royal Capital Wealth Management, LLC | 9,911 | $423.0K | 0.40% | +14+0.1% | Added |
| Alta Advisers Ltd | 9,900 | $422.5K | 0.24% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 9,887 | $422.0K | 0.21% | +795+8.7% | Added |
| West Branch Capital LLC | 9,882 | $421.8K | 0.21% | −846−7.9% | Reduced |
| Change Path, LLC | 9,856 | $421.0K | 0.02% | −7,612−43.6% | Reduced |
| ASB Consultores, LLC | 9,855 | $420.6K | 0.20% | +946+10.6% | Added |
| CoreFirst Bank & Trust | 9,853 | $420.5K | 0.30% | −2,646−21.2% | Reduced |
| Spinnaker Trust | 9,838 | $419.9K | 0.03% | −1,800−15.5% | Reduced |
| Tranquilli Financial Advisor LLC | 9,800 | $418.3K | 0.30% | −93−0.9% | Reduced |
| Eagle Asset Management Inc | 9,792 | $417.9K | 0.00% | +3,847+64.7% | Added |
| Lakeside Advisors, INC. | 9,791 | $417.9K | 0.31% | −2,000−17.0% | Reduced |
| Ameritas Advisory Services, LLC | 9,764 | $417.6K | 0.05% | −8,584−46.8% | Reduced |
| Bedel Financial Consulting, Inc. | 9,768 | $416.9K | 0.09% | +22+0.2% | Added |
| FSB Premier Wealth Management, Inc. | 9,768 | $416.9K | 0.23% | −246−2.5% | Reduced |
| Arete Wealth Advisors, LLC | 10,277 | $415.0K | 0.04% | +3,017+41.6% | Added |
| Quent Capital, LLC | 9,699 | $414.0K | 0.06% | −535−5.2% | Reduced |
| Wolverine Asset Management LLC | 9,629 | $411.0K | 0.01% | −125,075−92.9% | Reduced |
| Webster Bank, N. A. | 9,617 | $410.5K | 0.05% | −1,278−11.7% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $409.5K | 0.10% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 9,580 | $409.0K | 0.24% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 9,555 | $407.8K | 0.05% | +9,555 | New |
| Brandywine Oak Private Wealth LLC | 9,551 | $407.6K | 0.05% | +9,551 | New |
| Cannell Peter B & Co Inc | 9,550 | $407.6K | 0.01% | −3,680−27.8% | Reduced |
| Wallace Advisory Group, LLC | 10,895 | $407.3K | 0.31% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 9,519 | $406.3K | 0.30% | 00.0% | Unchanged |
| Vontobel Asset Management Inc | 9,511 | $405.9K | 0.00% | −1,023−9.7% | Reduced |
| Verity & Verity, LLC | 9,510 | $405.9K | 0.05% | 00.0% | Unchanged |
| Syverson Strege & Co | 9,508 | $405.8K | 0.17% | +3,410+55.9% | Added |
| Northeast Investment Management | 9,485 | $404.8K | 0.02% | −2,529−21.1% | Reduced |
| Fairview Capital Investment Management, LLC | 9,450 | $403.3K | 0.03% | −133−1.4% | Reduced |
| Gladstone Institutional Advisory LLC | 9,442 | $403.0K | 0.02% | −778−7.6% | Reduced |
| Atwood & Palmer Inc | 9,420 | $402.0K | 0.04% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 9,401 | $401.2K | 0.07% | −1,182−11.2% | Reduced |
| West Family Investments, Inc. | 9,398 | $401.1K | 0.16% | +3,795+67.7% | Added |
| Laurion Capital Management LP | 9,350 | $399.1K | 0.02% | −122,506−92.9% | Reduced |
| Advisors Management Group Inc | 9,355 | $399.0K | 0.12% | −146−1.5% | Reduced |
| Texas Capital Bancshares Inc | 9,310 | $397.4K | 0.22% | −140−1.5% | Reduced |
| Doliver Advisors, LP | 9,308 | $397.3K | 0.12% | −155−1.6% | Reduced |
| Bank Hapoalim BM | 9,289 | $396.0K | 0.06% | −50−0.5% | Reduced |
| Cim Investment Mangement Inc | 9,250 | $394.8K | 0.13% | +24+0.3% | Added |
| Legacy Financial Advisors, Inc. | 9,240 | $394.4K | 0.07% | +1,529+19.8% | Added |
| MUFG Securities EMEA plc | 9,240 | $394.4K | 0.01% | −5,919−39.0% | Reduced |
| Bray Capital Advisors | 9,178 | $391.7K | 0.12% | −604−6.2% | Reduced |
| Royal Fund Management, LLC | 9,157 | $390.9K | 0.06% | +137+1.5% | Added |
| Davis R M Inc | 9,141 | $390.0K | 0.01% | −1,443−13.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 9,118 | $389.2K | 0.02% | −271−2.9% | Reduced |
| MCF Advisors LLC | 9,094 | $388.1K | 0.04% | +138+1.5% | Added |
| Washington Trust Bank | 9,079 | $387.5K | 0.04% | +368+4.2% | Added |
| Northwest Investment Counselors, LLC | 9,068 | $387.0K | 0.10% | −2,102−18.8% | Reduced |
| Old North State Trust, LLC | 9,079 | $387.0K | 0.29% | −11,962−56.9% | Reduced |
| Keystone Financial Group | 9,040 | $385.8K | 0.07% | +9,040 | New |
| Candriam Luxembourg S.C.A. | 9,028 | $385.3K | 0.00% | +1,871+26.1% | Added |
| Sandy Spring Bank | 9,016 | $384.8K | 0.02% | −340−3.6% | Reduced |
| Claar Advisors LLC | 9,000 | $384.1K | 0.15% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 8,986 | $383.5K | 0.05% | +3,298+58.0% | Added |
| Monticello Wealth Management, LLC | 8,981 | $383.3K | 0.04% | +5+0.1% | Added |
| Sage Mountain Advisors LLC | 8,952 | $382.1K | 0.05% | −1,294−12.6% | Reduced |
| Virtue Capital Management, LLC | 8,776 | $381.6K | 0.07% | +8,776 | New |
| BDO Wealth Advisors, LLC | 8,939 | $381.5K | 0.04% | +7,824+701.7% | Added |
| Cornerstone Advisory, LLC | 8,923 | $380.8K | 0.07% | −759−7.8% | Reduced |
| Belpointe Asset Management LLC | 8,913 | $380.4K | 0.04% | −17,692−66.5% | Reduced |
| Grey Street Capital, LLC | 8,888 | $379.3K | 0.20% | +8,888 | New |
| CM Wealth Advisors LLC | 8,216 | $379.1K | 0.12% | −27,067−76.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $378.7K | 0.18% | −4,790−35.1% | Reduced |
| Exencial Wealth Advisors, LLC | 8,857 | $378.0K | 0.02% | +955+12.1% | Added |
| Tributary Capital Management, LLC | 8,850 | $377.7K | 0.03% | −200−2.2% | Reduced |
| Willow Creek Wealth Management Inc. | 8,845 | $377.5K | 0.05% | +8,845 | New |
| Eqis Capital Management, Inc. | 8,838 | $377.2K | 0.04% | −1,451−14.1% | Reduced |
| Pacifica Capital Investments, LLC | 8,835 | $377.0K | 0.12% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 8,832 | $376.9K | 0.12% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8,810 | $376.0K | 0.05% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 8,808 | $375.9K | 0.10% | −56−0.6% | Reduced |
| Marietta Investment Partners LLC | 8,800 | $375.6K | 0.10% | 00.0% | Unchanged |
| Hudock, Inc. | 8,756 | $373.7K | 0.09% | +24+0.3% | Added |
| RB Capital Management, LLC | 8,713 | $371.9K | 0.11% | −1,277−12.8% | Reduced |
| Biltmore Family Office, LLC | 8,704 | $371.5K | 0.08% | −1,353−13.5% | Reduced |