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 |
|---|---|---|---|---|---|
| Financial Freedom, LLC | 590 | $25.2K | 0.02% | +3+0.5% | Added |
| AllSquare Wealth Management LLC | 606 | $24.8K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 574 | $24.5K | 0.00% | +574 | New |
| Private Ocean, LLC | 570 | $24.3K | 0.00% | −271−32.2% | Reduced |
| Cornerstone Planning Group LLC | 559 | $23.8K | 0.01% | +559 | New |
| St. Johns Investment Management Company, LLC | 553 | $23.6K | 0.01% | +500+943.4% | Added |
| Level Financial Advisors, Inc. | 538 | $22.9K | 0.01% | +4+0.7% | Added |
| Dougherty Wealth Advisers LLC | 535 | $22.8K | 0.03% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 534 | $22.8K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 525 | $22.4K | 0.00% | −1,399−72.7% | Reduced |
| Horizon Bancorp Inc | 519 | $22.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 520 | $22.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 527 | $22.0K | 0.00% | +419+388.0% | Added |
| Live Oak Investment Partners | – | $21.3K | 0.02% | – | – |
| Arlington Partners LLC | 485 | $20.7K | 0.00% | −119−19.7% | Reduced |
| Bellevue Asset Management, LLC | 480 | $20.5K | 0.01% | −847−63.8% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 477 | $20.4K | 0.02% | +477 | New |
| Okabena Investment Services Inc | 468 | $20.0K | 0.01% | +468 | New |
| JDM Financial Group LLC | 465 | $19.8K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 457 | $19.5K | 0.01% | +3+0.7% | Added |
| Focused Wealth Management, Inc | 449 | $19.2K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 450 | $19.0K | 0.01% | −449−49.9% | Reduced |
| Knott David M Jr | 438 | $19.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 415 | $17.7K | 0.01% | −98−19.1% | Reduced |
| Strategic Investment Solutions, Inc. | 438 | $17.6K | 0.00% | −300−40.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 440 | $17.5K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 415 | $17.0K | 0.01% | +4+1.0% | Added |
| Costello Asset Management, INC | 398 | $17.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 395 | $16.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 366 | $15.6K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 355 | $15.2K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 353 | $15.0K | 0.01% | +3+0.9% | Added |
| Bollard Group LLC | 345 | $15.0K | 0.00% | +345 | New |
| Veritas Investment Partners (UK) Ltd. | 350 | $14.9K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 341 | $14.6K | 0.01% | −450−56.9% | Reduced |
| America First Investment Advisors, LLC | 341 | $14.6K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 318 | $13.6K | 0.01% | +318 | New |
| PFS Partners, LLC | 311 | $13.3K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 308 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 295 | $13.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $12.8K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $12.8K | 0.01% | +300 | New |
| ORG Partners LLC | 301 | $12.6K | 0.00% | +301 | New |
| V-Square Quantitative Management LLC | 285 | $12.2K | 0.01% | +285 | New |
| CGC Financial Services, LLC | 280 | $11.9K | 0.01% | +280 | New |
| VisionPoint Advisory Group, LLC | 255 | $10.9K | 0.00% | +255 | New |
| Carmel Capital Partners, LLC | 250 | $10.7K | 0.01% | −64−20.4% | Reduced |
| Norwood Financial Corp | 250 | $10.7K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 257 | $10.0K | 0.00% | +1+0.4% | Added |
| Fiduciary Alliance LLC | 233 | $9.94K | 0.00% | +233 | New |
| 25 LLC | 218 | $9.54K | 0.01% | +12+5.8% | Added |
| Gleason Group, Inc. | 221 | $9.44K | 0.00% | +2+0.9% | Added |
| Kozak & Associates, Inc. | 214 | $9.28K | 0.00% | +2+0.9% | Added |
| Motco | 205 | $8.75K | 0.00% | +123+150.0% | Added |
| Red Tortoise LLC | 193 | $8.24K | 0.01% | −218−53.0% | Reduced |
| Princeton Global Asset Management LLC | 193 | $8.22K | 0.00% | +2+1.0% | Added |
| Lansing Street Advisors | 181 | $7.74K | 0.00% | +1+0.6% | Added |
| Disciplined Investments, LLC | 179 | $7.64K | 0.00% | −63−26.0% | Reduced |
| Castleview Partners, LLC | 168 | $7.17K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 165 | $7.04K | 0.00% | −227−57.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 160 | $6.83K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 156 | $6.66K | 0.00% | −200−56.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 151 | $6.45K | 0.00% | +151 | New |
| Wolff Wiese Magana LLC | 145 | $6.19K | 0.00% | +40+38.1% | Added |
| TSFG, LLC | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 140 | $5.97K | 0.37% | −34−19.5% | Reduced |
| Insight Financial Services | 118 | $5.04K | 0.01% | +118 | New |
| Benjamin Edwards Inc | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 138 | $5.00K | 0.00% | +138 | New |
| Carolina Wealth Advisors, LLC | 113 | $4.82K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 108 | $4.61K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 101 | $4.31K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $4.27K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 93 | $3.97K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 85 | $3.63K | 0.00% | −85−50.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 79 | $3.37K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 73 | $3.12K | 0.04% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 73 | $3.10K | 0.00% | +1+1.4% | Added |
| Dividend Assets Capital, LLC | 80 | $3.00K | 0.00% | −1,340−94.4% | Reduced |
| AlphaMark Advisors, LLC | 80 | $3.00K | 0.00% | −420−84.0% | Reduced |
| FSC Wealth Advisors, LLC | 68 | $2.90K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 67 | $2.86K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 64 | $2.71K | 0.00% | −110−63.2% | Reduced |
| Chesapeake Asset Management LLC | 63 | $2.69K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 60 | $2.56K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 50 | $2.13K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 45 | $2.00K | 0.00% | −33−42.3% | Reduced |
| Sofos Investments, Inc. | 43 | $1.73K | 0.01% | +6+16.2% | Added |
| Hallmark Capital Management Inc | 26 | $1.11K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 25 | $1.07K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Comerica Bank | 3,831,518 | $170 | 0.02% | +3,831,518 | New |
| Activest Wealth Management | 7 | – | – | −805−99.1% | Reduced |
| Quilter Plc | 18,411 | – | – | −325−1.7% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −3,343,755−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −1,771,453−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,527,455−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −927,298−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −523,197−100.0% | Sold out |