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 |
|---|---|---|---|---|---|
| Ssi Investment Management LLC | 7,098 | $302.9K | 0.02% | −1,238−14.9% | Reduced |
| Guardian Wealth Management, Inc. | 7,076 | $302.0K | 0.28% | −382−5.1% | Reduced |
| Catalyst Financial Partners LLC | 7,069 | $301.7K | 0.11% | +7,069 | New |
| PDT Partners, LLC | 7,058 | $301.2K | 0.04% | +7,058 | New |
| Formidable Asset Management, LLC | 7,004 | $299.0K | 0.07% | −982−12.3% | Reduced |
| Kearns & Associates LLC | 7,000 | $298.8K | 0.27% | 00.0% | Unchanged |
| Strategic Wealth Designers | 6,999 | $298.7K | 0.05% | +855+13.9% | Added |
| New Republic Capital, LLC | 6,996 | $298.6K | 0.21% | +614+9.6% | Added |
| Howland Capital Management LLC | 6,995 | $298.5K | 0.02% | −638−8.4% | Reduced |
| Westhampton Capital, LLC | 6,990 | $298.3K | 0.19% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,985 | $298.1K | 0.04% | +17+0.2% | Added |
| Integrated Investment Consultants, LLC | 6,985 | $298.1K | 0.09% | +91+1.3% | Added |
| SNS Financial Group, LLC | 6,973 | $297.6K | 0.04% | +52+0.8% | Added |
| MONECO Advisors, LLC | 6,971 | $297.5K | 0.08% | −2,046−22.7% | Reduced |
| UMA Financial Services, Inc. | 6,855 | $297.5K | 0.07% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 6,964 | $297.2K | 0.19% | +731+11.7% | Added |
| Delta Investment Management, LLC | 6,936 | $296.0K | 0.08% | −438−5.9% | Reduced |
| Wealth Effects LLC | 6,933 | $295.9K | 0.13% | −165−2.3% | Reduced |
| Main Street Financial Solutions, LLC | 6,917 | $295.2K | 0.04% | +190+2.8% | Added |
| John W. Brooker & Co., CPAs | 6,904 | $294.7K | 0.19% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,904 | $294.7K | 0.20% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,890 | $294.1K | 0.14% | −386−5.3% | Reduced |
| Founders Capital Management | 6,813 | $290.8K | 0.21% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 6,811 | $290.7K | 0.17% | −383−5.3% | Reduced |
| Sunflower Bank, N.A. | 6,808 | $290.6K | 0.07% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,800 | $290.2K | 0.25% | +1,300+23.6% | Added |
| Evolution Advisers, Inc. | 6,811 | $290.0K | 0.20% | −161−2.3% | Reduced |
| Well Done, LLC | 6,775 | $289.2K | 0.06% | −185−2.7% | Reduced |
| Sand Hill Global Advisors, LLC | 6,718 | $286.7K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 6,712 | $286.5K | 0.02% | −867−11.4% | Reduced |
| Smithfield Trust Co | 6,700 | $286.0K | 0.02% | +99+1.5% | Added |
| Parsons Capital Management Inc | 6,701 | $286.0K | 0.02% | −604−8.3% | Reduced |
| Transform Wealth, LLC | 6,680 | $285.1K | 0.03% | −2,034−23.3% | Reduced |
| Bouchey Financial Group Ltd | 6,677 | $285.0K | 0.03% | −10−0.1% | Reduced |
| Credential Qtrade Securities Inc. | 6,666 | $284.5K | 0.02% | −64−1.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 6,662 | $284.0K | 0.00% | −845−11.3% | Reduced |
| ERTS Wealth Advisors, LLC | 6,644 | $283.6K | 0.07% | +214+3.3% | Added |
| Lincoln Capital LLC | 6,628 | $282.9K | 0.07% | +125+1.9% | Added |
| Van Cleef Asset Management,Inc | 6,579 | $280.8K | 0.04% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 6,569 | $280.3K | 0.15% | −419−6.0% | Reduced |
| LBMC Investment Advisors, LLC | 6,556 | $279.8K | 0.03% | 00.0% | Unchanged |
| X-Square Capital, LLC | 6,547 | $279.0K | 0.19% | −28−0.4% | Reduced |
| Wealth Architects, LLC | 6,520 | $278.3K | 0.05% | −545−7.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 6,119 | $278.3K | 0.24% | −106−1.7% | Reduced |
| SageView Advisory Group, LLC | 6,519 | $278.2K | 0.02% | +796+13.9% | Added |
| Privium Fund Management B.V. | 6,550 | $278.0K | 0.08% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 6,510 | $277.9K | 0.03% | +850+15.0% | Added |
| Nexus Investment Management ULC | 6,500 | $277.4K | 0.03% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 6,461 | $275.7K | 0.04% | −99−1.5% | Reduced |
| Deuterium Capital Management, LLC | 6,456 | $275.5K | 0.39% | +6,456 | New |
| Fruth Investment Management | 6,418 | $273.0K | 0.08% | 00.0% | Unchanged |
| CKW Financial Group | 6,400 | $273.0K | 0.04% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 6,393 | $272.9K | 0.10% | −2,440−27.6% | Reduced |
| Cambridge Advisors Inc. | 6,378 | $272.2K | 0.07% | −1,598−20.0% | Reduced |
| Berger Financial Group, Inc | 6,377 | $272.2K | 0.03% | +500+8.5% | Added |
| Summit Financial, LLC | 6,374 | $272.1K | 0.02% | −1,552−19.6% | Reduced |
| MEMBERS Trust Co | 6,373 | $272.0K | 0.01% | +6,373 | New |
| Stiles Financial Services Inc | 6,372 | $272.0K | 0.14% | +6,372 | New |
| CMG Global Holdings, LLC | 6,369 | $271.8K | 0.22% | +20.0% | Added |
| Cedar Brook Financial Partners, LLC | 6,363 | $271.6K | 0.06% | −1,276−16.7% | Reduced |
| Stockman Wealth Management, Inc. | 6,348 | $270.9K | 0.06% | −111−1.7% | Reduced |
| Aprio Wealth Management, LLC | 6,330 | $270.1K | 0.07% | +6,330 | New |
| Heritage Investment Group, Inc. | 6,332 | $270.0K | 0.08% | −369−5.5% | Reduced |
| Buckingham Strategic Partners | 6,322 | $269.9K | 0.02% | +761+13.7% | Added |
| CFO4Life Group, LLC | 6,312 | $269.4K | 0.06% | +733+13.1% | Added |
| Ergoteles LLC | 6,309 | $269.3K | 0.01% | −57,451−90.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 6,322 | $269.0K | 0.08% | +19+0.3% | Added |
| Brave Asset Management Inc | 6,301 | $268.9K | 0.08% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 6,284 | $268.2K | 0.04% | +634+11.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 6,261 | $267.2K | 0.18% | +31+0.5% | Added |
| E Fund Management Co., Ltd. | 6,267 | $267.0K | 0.02% | −831−11.7% | Reduced |
| Ullmann Financial Group, Inc. | 6,208 | $265.0K | 0.05% | −95−1.5% | Reduced |
| Trustmark National Bank Trust Department | 6,199 | $264.6K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6,181 | $263.8K | 0.03% | −631−9.3% | Reduced |
| Seven Mile Advisory | 6,159 | $262.9K | 0.31% | +6,159 | New |
| Glassman Wealth Services | 6,127 | $261.5K | 0.04% | −91−1.5% | Reduced |
| Baron Wealth Management LLC | 6,118 | $261.1K | 0.17% | +571+10.3% | Added |
| Black Maple Capital Management LP | 6,100 | $260.3K | 0.30% | −2,000−24.7% | Reduced |
| Riverbridge Partners LLC | 6,100 | $260.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6,076 | $259.3K | 0.05% | −2,389−28.2% | Reduced |
| Kathmere Capital Management, LLC | 6,063 | $258.8K | 0.04% | +6,063 | New |
| Western Pacific Wealth Management, LP | 6,060 | $258.6K | 0.20% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 6,045 | $258.0K | 0.08% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,052 | $258.0K | 0.01% | −37−0.6% | Reduced |
| Bernardo Wealth Planning LLC | 6,027 | $257.3K | 0.10% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 6,010 | $256.5K | 0.04% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 6,002 | $256.2K | 0.06% | −590−9.0% | Reduced |
| Fenimore Asset Management Inc | 6,000 | $256.1K | 0.01% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 6,000 | $256.1K | 0.25% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5,994 | $255.8K | 0.07% | −341−5.4% | Reduced |
| Nations Financial Group Inc, | 5,993 | $255.8K | 0.03% | +59+1.0% | Added |
| Woodstock Corp | 5,984 | $255.4K | 0.03% | −1,000−14.3% | Reduced |
| Angeles Investment Advisors, LLC | 5,983 | $255.4K | 0.02% | −827−12.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,977 | $254.0K | 0.01% | +1,317+28.3% | Added |
| Millennium Capital Advisors, LLC | 5,950 | $253.9K | 0.21% | +50+0.8% | Added |
| Kesler, Norman & Wride, LLC | 5,917 | $252.6K | 0.06% | +13+0.2% | Added |
| Arcataur Capital Management LLC | 5,914 | $252.4K | 0.10% | +5,914 | New |
| Klingenstein Fields & Co LP | 5,912 | $252.3K | 0.01% | +5,912 | New |
| Tobias Financial Advisors, Inc. | 5,908 | $252.2K | 0.07% | +5,908 | New |
| Atlas Brown,Inc. | 5,905 | $252.0K | 0.11% | 00.0% | Unchanged |