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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Trust Co of Virginia | 5,903 | $251.9K | 0.03% | +5,903 | New |
| Defender Capital, LLC. | 5,893 | $251.5K | 0.09% | 00.0% | Unchanged |
| Papp L Roy & Associates | 5,879 | $250.9K | 0.03% | −833−12.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,871 | $250.6K | 0.06% | +11+0.2% | Added |
| Bridgewealth Advisory Group, LLC | 5,856 | $250.0K | 0.41% | +10.0% | Added |
| Cape Investment Advisory, Inc. | 5,848 | $249.6K | 0.14% | +436+8.1% | Added |
| Quintet Private Bank (Europe) S.A. | 5,748 | $249.5K | 0.01% | −530−8.4% | Reduced |
| Auxano Advisors, LLC | 6,654 | $248.7K | 0.10% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 5,818 | $248.3K | 0.02% | −80−1.4% | Reduced |
| West Wealth Group, LLC | 5,779 | $246.6K | 0.10% | +24+0.4% | Added |
| Weinberger Asset Management, Inc | 5,779 | $246.6K | 0.14% | +55+1.0% | Added |
| Kistler-Tiffany Companies, LLC | 5,759 | $245.8K | 0.04% | +2,238+63.6% | Added |
| Salomon & Ludwin, LLC | 5,750 | $245.4K | 0.03% | −10.0% | Reduced |
| Unionview, LLC | 5,748 | $245.3K | 0.22% | −160−2.7% | Reduced |
| Thrive Wealth Management, LLC | 5,735 | $244.8K | 0.06% | +140+2.5% | Added |
| West Oak Capital, LLC | 5,725 | $244.3K | 0.12% | 00.0% | Unchanged |
| Patten & Patten Inc | 5,714 | $243.9K | 0.02% | +25+0.4% | Added |
| Ballast, Inc. | 5,690 | $242.8K | 0.09% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 5,687 | $242.7K | 0.07% | +5,687 | New |
| Planning Center, Inc. | 5,686 | $242.7K | 0.06% | −995−14.9% | Reduced |
| First National Bank of Hutchinson | 5,668 | $241.9K | 0.18% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 5,661 | $241.6K | 0.12% | −511−8.3% | Reduced |
| Family Firm, Inc. | 5,651 | $241.2K | 0.06% | −85−1.5% | Reduced |
| HHM Wealth Advisors, LLC | 5,645 | $240.9K | 0.05% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,627 | $240.2K | 0.05% | −226−3.9% | Reduced |
| Detalus Advisors, LLC | 5,600 | $239.0K | 0.11% | 00.0% | Unchanged |
| M&R Capital Management Inc | 5,588 | $238.5K | 0.06% | −190−3.3% | Reduced |
| Silverlake Wealth Management LLC | 5,577 | $238.0K | 0.13% | −36−0.6% | Reduced |
| Landscape Capital Management, L.L.C. | 5,552 | $237.0K | 0.03% | −100,621−94.8% | Reduced |
| Raleigh Capital Management Inc. | 5,551 | $236.9K | 0.12% | +534+10.6% | Added |
| Gratus Capital LLC | 5,549 | $236.8K | 0.02% | +5,549 | New |
| SPC Financial, Inc. | 5,545 | $236.7K | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 5,543 | $236.6K | 0.03% | +5,543 | New |
| Prelude Capital Management, LLC | 5,540 | $236.4K | 0.02% | −533−8.8% | Reduced |
| Alphadyne Asset Management LP | 5,531 | $236.1K | 0.72% | +5,531 | New |
| Flputnam Investment Management Co | 5,528 | $235.9K | 0.01% | −1,237−18.3% | Reduced |
| Advisory Alpha, LLC | 5,525 | $235.8K | 0.01% | −245−4.2% | Reduced |
| Finer Wealth Management, Inc. | 5,490 | $234.3K | 0.18% | −40−0.7% | Reduced |
| Hardy Reed LLC | 5,489 | $234.3K | 0.04% | +5,489 | New |
| MSH Capital Advisors LLC | 5,484 | $234.0K | 0.09% | −10−0.2% | Reduced |
| Successful Portfolios LLC | 5,473 | $233.6K | 0.20% | −1,266−18.8% | Reduced |
| Powers Advisory Group, LLC | 5,471 | $233.5K | 0.15% | −88−1.6% | Reduced |
| Independence Bank of Kentucky | 5,465 | $233.2K | 0.09% | −500−8.4% | Reduced |
| Howard Capital Management Group, LLC | 5,450 | $232.6K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,439 | $232.1K | 0.04% | −622−10.3% | Reduced |
| Financial Advocates Investment Management | 5,430 | $231.8K | 0.02% | −161−2.9% | Reduced |
| Meeder Asset Management Inc | 5,430 | $231.8K | 0.02% | −1,295−19.3% | Reduced |
| Strategic Blueprint, LLC | 5,426 | $231.6K | 0.02% | +5,426 | New |
| Denver Wealth Management, Inc. | 5,424 | $231.5K | 0.16% | +32+0.6% | Added |
| Ghe, LLC | 6,790 | $231.1K | 0.15% | −1,133−14.3% | Reduced |
| Summit Global Investments | 5,410 | $231.0K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 5,401 | $230.5K | 0.06% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 5,395 | $230.3K | 0.03% | −467−8.0% | Reduced |
| Capital Wealth Alliance, LLC | 5,392 | $230.2K | 0.17% | +5,392 | New |
| BFT Financial Group, LLC | 5,372 | $229.3K | 0.03% | −623−10.4% | Reduced |
| Alaethes Wealth LLC | 5,363 | $228.9K | 0.13% | +5,363 | New |
| Golden Green, Inc. | 5,343 | $228.0K | 0.25% | −42−0.8% | Reduced |
| Studio Investment Management LLC | 5,326 | $227.3K | 0.06% | +2,934+122.7% | Added |
| MBL Wealth, LLC | 5,320 | $227.0K | 0.03% | +5,320 | New |
| Weaver Consulting Group | 5,308 | $226.5K | 0.10% | −56−1.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,308 | $226.5K | 0.04% | −432−7.5% | Reduced |
| Constitution Capital LLC | 5,300 | $226.2K | 0.13% | +5,300 | New |
| Pegasus Partners Ltd. | 5,284 | $225.5K | 0.03% | +5,284 | New |
| Deltec Asset Management LLC | 5,260 | $224.5K | 0.05% | +5,260 | New |
| Brave Warrior Advisors, LLC | 5,250 | $224.1K | 0.01% | +5,250 | New |
| Matrix Private Capital Group LLC | 5,247 | $224.0K | 0.16% | +5,247 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,241 | $223.7K | 0.01% | −1,809−25.7% | Reduced |
| Acorn Wealth Advisors, LLC | 5,230 | $223.2K | 0.15% | −206−3.8% | Reduced |
| Pegasus Asset Management, Inc. | 5,215 | $222.6K | 0.10% | +5,215 | New |
| Bedell Frazier Investment Counseling, LLC | 5,204 | $222.1K | 0.07% | −1,759−25.3% | Reduced |
| Park Place Capital Corp | 5,195 | $221.7K | 0.06% | +49+1.0% | Added |
| Moloney Securities Asset Management, LLC | 5,150 | $219.8K | 0.04% | +5,150 | New |
| Headlands Technologies LLC | 5,139 | $219.3K | 0.07% | +5,139 | New |
| Burt Wealth Advisors | 5,117 | $218.4K | 0.07% | +5,117 | New |
| Mission Creek Capital Partners, Inc. | 5,109 | $218.1K | 0.07% | −969−15.9% | Reduced |
| Whalerock Point Partners, LLC | 5,108 | $218.0K | 0.07% | +5,108 | New |
| Echo Street Capital Management LLC | 5,100 | $217.7K | 0.00% | +5,100 | New |
| Narus Financial Partners, LLC | 5,095 | $217.5K | 0.11% | +5,095 | New |
| Mill Creek Capital Advisors, LLC | 5,080 | $216.8K | 0.01% | +5,080 | New |
| Levin Capital Strategies, L.P. | 5,077 | $216.7K | 0.03% | −600−10.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,072 | $216.5K | 0.13% | +5,072 | New |
| Augustine Asset Management Inc | 5,067 | $216.3K | 0.10% | +5,067 | New |
| Caldwell Sutter Capital, Inc. | 5,034 | $214.9K | 0.11% | +2,223+79.1% | Added |
| Indiana Trust & Investment Management CO | 5,015 | $214.0K | 0.11% | +5,015 | New |
| O'Rourke & Company, Inc | 5,005 | $214.0K | 0.15% | +5,005 | New |
| Parkside Financial Bank & Trust | 5,004 | $213.6K | 0.05% | +715+16.7% | Added |
| Puzo Michael J | 5,000 | $213.4K | 0.07% | +5,000 | New |
| Hourglass Capital, LLC | 5,000 | $213.4K | 0.07% | +5,000 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 4,997 | $213.3K | 0.04% | +4,997 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,980 | $213.0K | 0.00% | −5,236−51.3% | Reduced |
| Marino, Stram & Associates LLC | 4,988 | $212.9K | 0.06% | +4,988 | New |
| Chapin Davis, Inc. | 4,984 | $212.7K | 0.10% | +4,984 | New |
| Court Place Advisors, LLC | 4,970 | $212.1K | 0.07% | −500−9.1% | Reduced |
| Encompass Wealth Advisors, LLC | 4,957 | $211.6K | 0.07% | +4,957 | New |
| Cornerstone Wealth Advisors, Inc. | 4,949 | $211.2K | 0.07% | +4,949 | New |
| Affinity Capital Advisors, LLC | 4,943 | $211.0K | 0.06% | +4,943 | New |
| Mayflower Financial Advisors, LLC | 4,942 | $210.9K | 0.03% | +4,942 | New |
| Gabelli & Co Investment Advisers, Inc. | 4,940 | $210.8K | 0.04% | +4,940 | New |
| Principal Street Partners, LLC | 4,938 | $210.8K | 0.05% | +4,938 | New |
| McAdam, LLC | 4,914 | $209.7K | 0.02% | +4,914 | New |