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 |
|---|---|---|---|---|---|
| Amplius Wealth Advisors, LLC | 4,910 | $209.5K | 0.03% | +4,910 | New |
| Green Square Capital Advisors LLC | 4,902 | $209.2K | 0.03% | +4,902 | New |
| Clear Street Markets LLC | 4,904 | $209.0K | 0.09% | −2,571−34.4% | Reduced |
| WoodTrust Financial Corp | 4,901 | $209.0K | 0.04% | +4,901 | New |
| Grandfield & Dodd, LLC | 4,878 | $208.2K | 0.01% | +4,878 | New |
| Tempus Wealth Planning, LLC | 4,873 | $208.0K | 0.09% | +4,873 | New |
| Lodestone Wealth Management LLC | 4,866 | $207.7K | 0.14% | +4,866 | New |
| Samalin Investment Counsel, LLC | 4,853 | $207.1K | 0.11% | +4,853 | New |
| Hayek Kallen Investment Management | 4,860 | $207.0K | 0.09% | +4,860 | New |
| First Command Bank | 4,847 | $206.9K | 0.02% | −65−1.3% | Reduced |
| First Command Financial Services, Inc. | 4,847 | $206.9K | 0.02% | −65−1.3% | Reduced |
| Aptus Capital Advisors, LLC | 4,832 | $206.2K | 0.01% | +4,832 | New |
| Vista Private Wealth Partners. LLC | 4,728 | $205.9K | 0.09% | +4,728 | New |
| Eagle Harbor Asset Management Inc | 4,812 | $205.4K | 0.27% | +4,812 | New |
| Intelligence Driven Advisers, LLC | 4,782 | $205.1K | 0.04% | −2,014−29.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 4,800 | $204.9K | 0.25% | +4,800 | New |
| Atomi Financial Group, Inc. | 4,799 | $204.8K | 0.09% | +4,799 | New |
| PSI Advisors, LLC | 4,779 | $203.9K | 0.09% | −68−1.4% | Reduced |
| Heron Financial Group, LLC | 4,774 | $203.7K | 0.11% | +4,774 | New |
| Consolidated Planning Corp | 4,765 | $203.4K | 0.04% | +4,765 | New |
| Engineers Gate Manager LP | 4,758 | $203.1K | 0.01% | −38,800−89.1% | Reduced |
| Washington Trust Advisors, Inc. | 4,750 | $202.7K | 0.02% | −523−9.9% | Reduced |
| Petrus Trust Company, LTA | 4,740 | $202.3K | 0.02% | +4,740 | New |
| MMBG Investment Advisors Co. | 4,980 | $202.3K | 0.02% | +4,980 | New |
| First County Bank | 4,720 | $201.4K | 0.10% | +4,720 | New |
| Amarillo National Bank | 4,715 | $201.2K | 0.04% | +4,715 | New |
| Resonant Capital Advisors, LLC | 4,712 | $201.1K | 0.02% | +4,712 | New |
| Alliance Wealth Advisors, LLC | 4,705 | $200.8K | 0.07% | +4,705 | New |
| Boston Family Office LLC | 4,698 | $200.0K | 0.02% | +4,698 | New |
| Benedetti & Gucer, Inc. | 4,693 | $200.0K | 0.10% | +4,693 | New |
| ICA Group Wealth Management, LLC | 4,551 | $194.2K | 0.05% | −34,207−88.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,443 | $189.6K | 0.09% | −263−5.6% | Reduced |
| Farther Finance Advisors, LLC | 4,438 | $189.4K | 0.04% | +816+22.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,421 | $188.7K | 0.00% | +216+5.1% | Added |
| Centennial Bank | 4,395 | $187.6K | 0.13% | −6,528−59.8% | Reduced |
| First Pacific Financial | 4,249 | $181.3K | 0.08% | +4,249 | New |
| Crewe Advisors LLC | 4,236 | $180.8K | 0.03% | −791−15.7% | Reduced |
| Register Financial Advisors LLC | 4,217 | $180.0K | 0.13% | −64−1.5% | Reduced |
| Hills Bank & Trust Co | 4,200 | $179.3K | 0.02% | −348−7.7% | Reduced |
| Community Bank, N.A. | 4,125 | $176.1K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,072 | $174.0K | 0.00% | −93−2.2% | Reduced |
| JJJ Advisors Inc. | 4,041 | $172.5K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4,012 | $172.0K | 0.13% | −400−9.1% | Reduced |
| Hall Laurie J Trustee | 4,007 | $171.0K | 0.07% | −235−5.5% | Reduced |
| Bell Investment Advisors, Inc | 3,995 | $170.5K | 0.04% | +2,866+253.9% | Added |
| Providence Capital Advisors, LLC | 3,991 | $170.3K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,935 | $167.9K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,923 | $167.4K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,882 | $165.7K | 0.03% | −692−15.1% | Reduced |
| Rock Creek Group, LP | 3,825 | $163.3K | 0.02% | −15−0.4% | Reduced |
| Tompkins Financial Corp | 3,820 | $163.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 3,729 | $159.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 3,617 | $155.0K | 0.12% | −858−19.2% | Reduced |
| Trust Co | 3,625 | $154.7K | 0.02% | −319−8.1% | Reduced |
| Spartan Fund Management Inc. | 3,547 | $151.4K | 0.07% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,482 | $148.6K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,370 | $143.8K | 0.02% | +13+0.4% | Added |
| Pittenger & Anderson Inc | 3,335 | $142.3K | 0.01% | +1,200+56.2% | Added |
| Brown, Lisle/Cummings, Inc. | 3,334 | $142.3K | 0.06% | −300−8.3% | Reduced |
| Exchange Traded Concepts, LLC | 3,330 | $142.1K | 0.00% | −450−11.9% | Reduced |
| Venturi Wealth Management, LLC | 3,200 | $136.6K | 0.01% | −1,972−38.1% | Reduced |
| West Paces Advisors Inc. | 3,185 | $135.9K | 0.04% | +800+33.5% | Added |
| Powell Investment Advisors, LLC | 3,169 | $135.3K | 0.08% | 00.0% | Unchanged |
| American National Bank | 3,163 | $135.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3,161 | $134.9K | 0.03% | +656+26.2% | Added |
| Standard Family Office LLC | 3,140 | $134.0K | 0.23% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,108 | $132.7K | 0.04% | +3,108 | New |
| Atlantic Trust, LLC | 3,081 | $130.9K | 0.04% | +2,970+2,675.7% | Added |
| SRS Capital Advisors, Inc. | 3,061 | $130.6K | 0.02% | +8+0.3% | Added |
| Eagle Bay Advisors LLC | 3,034 | $129.5K | 0.07% | −594−16.4% | Reduced |
| Rosenberg Matthew Hamilton | 3,014 | $128.6K | 0.04% | −451−13.0% | Reduced |
| Grove Bank & Trust | 3,014 | $128.6K | 0.03% | −299−9.0% | Reduced |
| Capital Advisors, Ltd. LLC | 2,988 | $128.0K | 0.02% | +2,058+221.3% | Added |
| Acropolis Investment Management, LLC | 2,971 | $126.8K | 0.01% | +9+0.3% | Added |
| Harvest Fund Management Co., Ltd | 2,864 | $122.0K | 0.02% | +278+10.8% | Added |
| Clear Investment Research, LLC | 2,734 | $116.7K | 0.20% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,726 | $116.4K | 0.03% | +2,726 | New |
| Glen Eagle Advisors, LLC | 2,724 | $116.3K | 0.03% | +14+0.5% | Added |
| Clearview Wealth Advisors LLC | 2,661 | $113.6K | 0.12% | −35−1.3% | Reduced |
| Missouri Trust & Investment Co | 2,605 | $111.2K | 0.06% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 2,600 | $111.0K | 0.25% | +2,600 | New |
| Oakworth Capital, Inc. | 2,593 | $110.7K | 0.01% | +197+8.2% | Added |
| Acima Private Wealth, LLC | 2,572 | $109.8K | 0.05% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,510 | $107.1K | 0.02% | +2,510 | New |
| Carmichael Hill & Associates, Inc. | 2,504 | $106.9K | 0.05% | +1,770+241.1% | Added |
| Islay Capital Management, LLC | 2,500 | $106.7K | 0.09% | 00.0% | Unchanged |
| First Personal Financial Services | 2,489 | $106.2K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,499 | $106.0K | 0.01% | −4,146−62.4% | Reduced |
| Capital Analysts, LLC | 2,488 | $106.0K | 0.01% | +100+4.2% | Added |
| Larson Financial Group LLC | 2,460 | $105.0K | 0.01% | −493−16.7% | Reduced |
| Colonial Trust Co | 2,414 | $103.0K | 0.02% | +207+9.4% | Added |
| DB Wealth Management Group, LLC | 2,410 | $102.9K | 0.06% | 00.0% | Unchanged |
| Hoese & Co LLP | 2,374 | $101.3K | 0.10% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,367 | $101.0K | 0.01% | −68−2.8% | Reduced |
| First Financial Corp | 2,316 | $98.8K | 0.06% | +106+4.8% | Added |
| KB Financial Partners, LLC | 2,271 | $97.0K | 0.03% | −12−0.5% | Reduced |
| Clean Yield Group | 2,243 | $95.7K | 0.04% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 2,227 | $95.0K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,220 | $94.8K | 0.06% | +300+15.6% | Added |
| Financial Perspectives, Inc | 2,205 | $94.1K | 0.04% | +6+0.3% | Added |