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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $93.6K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,144 | $91.5K | 0.02% | +2+0.1% | Added |
| LFA - Lugano Financial Advisors SA | 2,131 | $91.0K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,061 | $88.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,021 | $87.7K | 0.04% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 2,018 | $86.1K | 0.08% | +2,018 | New |
| Ameliora Wealth Management Ltd. | 2,000 | $85.4K | 0.05% | −300−13.0% | Reduced |
| Spirit of America Management Corp | 2,000 | $85.4K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,983 | $84.6K | 0.01% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 1,949 | $83.2K | 0.05% | +1,949 | New |
| Key Financial Inc | 1,944 | $83.0K | 0.03% | +287+17.3% | Added |
| Adirondack Trust Co | 1,779 | $82.1K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,903 | $81.2K | 0.02% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 1,939 | $81.0K | 0.07% | +18+0.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $81.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,898 | $81.0K | 0.05% | +1,898 | New |
| First Community Trust NA | 1,867 | $79.7K | 0.09% | −346−15.6% | Reduced |
| DT Investment Partners, LLC | 1,675 | $76.6K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,785 | $76.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,789 | $76.0K | 0.03% | +13+0.7% | Added |
| Prestige Wealth Management Group LLC | 1,763 | $75.2K | 0.02% | −762−30.2% | Reduced |
| Earnest Partners LLC | 1,761 | $75.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,718 | $73.3K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,683 | $71.8K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,620 | $69.1K | 0.01% | +734+82.8% | Added |
| Abound Wealth Management | 1,613 | $68.8K | 0.03% | −59−3.5% | Reduced |
| Mendota Financial Group, LLC | 1,604 | $68.5K | 0.08% | +333+26.2% | Added |
| Beacon Capital Management, LLC | 1,577 | $67.3K | 0.02% | +108+7.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,576 | $67.0K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,532 | $65.4K | 0.03% | −116−7.0% | Reduced |
| Riverview Trust Co | 1,530 | $65.3K | 0.06% | −2,772−64.4% | Reduced |
| Bogart Wealth, LLC | 1,529 | $65.3K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,519 | $64.8K | 0.05% | 00.0% | Unchanged |
| Union Savings Bank | 1,403 | $64.7K | 0.04% | +1,403 | New |
| SJS Investment Consulting Inc. | 1,516 | $64.7K | 0.02% | −52−3.3% | Reduced |
| Lumature Wealth Partners, LLC | 1,479 | $63.1K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,439 | $61.4K | 0.04% | +10+0.7% | Added |
| Ulland Investment Advisors, LLC | 1,435 | $61.0K | 0.06% | 00.0% | Unchanged |
| AM Squared Ltd | 1,400 | $59.8K | 0.07% | −2,700−65.9% | Reduced |
| Steward Financial Group LLC | 1,363 | $58.0K | 0.02% | +1,363 | New |
| Hollencrest Capital Management | 1,357 | $57.9K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 1,347 | $57.5K | 0.04% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,342 | $57.3K | 0.05% | +9+0.7% | Added |
| Versant Capital Management, Inc | 1,341 | $57.2K | 0.02% | +14+1.1% | Added |
| Brown Shipley& Co Ltd | 1,336 | $57.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,281 | $57.0K | 0.02% | −33−2.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,333 | $56.9K | 0.03% | +1,333 | New |
| Heritage Wealth Advisors | 1,306 | $55.7K | 0.00% | −2,902−69.0% | Reduced |
| Annapolis Financial Services, LLC | 1,298 | $55.4K | 0.02% | −190−12.8% | Reduced |
| Northwest Bank & Trust Co | 1,285 | $54.8K | 0.05% | +1,285 | New |
| Optimum Investment Advisors | 1,276 | $54.5K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,275 | $54.4K | 0.02% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1,260 | $53.8K | 0.01% | +1,225+3,500.0% | Added |
| First Capital Advisors Group, LLC. | 1,260 | $53.8K | 0.03% | +1,260 | New |
| GPS Wealth Strategies Group, LLC | 1,254 | $53.5K | 0.01% | −280−18.3% | Reduced |
| Arcadia Investment Management Corp | 1,225 | $52.3K | 0.01% | −66−5.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,225 | $52.3K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 1,223 | $52.2K | 0.03% | −1,318−51.9% | Reduced |
| Bank of New Hampshire | 1,220 | $52.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,217 | $51.9K | 0.02% | +667+121.3% | Added |
| Avalon Trust Co | 1,200 | $51.2K | 0.00% | −883−42.4% | Reduced |
| McIlrath & Eck, LLC | 1,194 | $51.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,180 | $50.4K | 0.01% | +981+493.0% | Added |
| Paladin Advisory Group, LLC | 1,167 | $49.8K | 0.04% | +282+31.9% | Added |
| City Holding Co | 1,160 | $49.5K | 0.01% | +1,160 | New |
| Trifecta Capital Advisors, LLC | 1,152 | $49.2K | 0.02% | +1,000+657.9% | Added |
| Atticus Wealth Management, LLC | 1,050 | $44.8K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,046 | $44.6K | 0.03% | −98−8.6% | Reduced |
| Belmont Capital, LLC | 1,046 | $44.6K | 0.03% | +492+88.8% | Added |
| Addison Advisors LLC | 1,032 | $44.0K | 0.02% | +42+4.2% | Added |
| GeoWealth Management, LLC | 1,009 | $44.0K | 0.00% | +594+143.1% | Added |
| Westport Asset Management Inc | 1,000 | $42.7K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 998 | $42.6K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 979 | $42.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 982 | $41.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 971 | $41.0K | 0.00% | −18,000−94.9% | Reduced |
| Worth Asset Management, LLC | 950 | $40.5K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 906 | $38.7K | 0.03% | +12+1.3% | Added |
| Lam Group, Inc. | 900 | $38.4K | 0.04% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 900 | $38.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 859 | $36.0K | 0.00% | −4,594−84.2% | Reduced |
| Tortoise Investment Management, LLC | 800 | $34.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 795 | $33.9K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 778 | $33.2K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 740 | $31.6K | 0.00% | +740 | New |
| Financial Connections Group, Inc. | 741 | $31.0K | 0.02% | +550+288.0% | Added |
| Timber Creek Capital Management LLC | 700 | $29.9K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 693 | $29.6K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 679 | $29.0K | 0.01% | −93−12.0% | Reduced |
| Barrett & Company, Inc. | 665 | $28.4K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 655 | $28.0K | 0.01% | +276+72.8% | Added |
| Silicon Valley Capital Partners | 644 | $27.5K | 0.01% | −2,729−80.9% | Reduced |
| Cedar Mountain Advisors, LLC | 643 | $27.4K | 0.01% | +79+14.0% | Added |
| Truvestments Capital LLC | 637 | $27.2K | 0.01% | +3+0.5% | Added |
| Quarry LP | 633 | $27.0K | 0.02% | −23,197−97.3% | Reduced |
| SkyView Investment Advisors, LLC | 640 | $27.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 602 | $25.7K | 0.01% | +4+0.7% | Added |
| RFP Financial Group LLC | 602 | $25.7K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 600 | $25.6K | 0.00% | −1,470,101−100.0% | Reduced |
| Kelly Financial Services LLC | 594 | $25.4K | 0.01% | −155−20.7% | Reduced |