Skip to main content

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.

Institutional holdersQ2 2023: 1,995 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,995 institutionsQ3 2023: 1,975 institutionsQ4 2023: 2,153 institutionsQ1 2024: 2,204 institutionsQ2 2024: 2,263 institutionsQ3 2024: 2,247 institutionsQ4 2024: 2,563 institutionsQ1 2025: 2,559 institutionsQ2 2025: 2,633 institutionsQ3 2025: 2,663 institutionsQ4 2025: 2,910 institutionsQ1 2026: 2,827 institutionsQ2 2026: 2,882 institutions
Value heldQ2 2023: $115.4B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,882$193.1B
Q1 20262,827$184.0B
Q4 20252,910$223.9B
Q3 20252,663$200.3B
Q2 20252,633$199.2B
Q1 20252,559$180.8B
Q4 20242,563$177.5B
Q3 20242,247$142.8B
Q2 20242,263$152.8B
Q1 20242,204$154.8B
Q4 20232,153$133.4B
Q3 20231,975$110.1B
Q2 20231,995$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2023.

Institutions holding WFC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Geller Advisors LLC0$00.00%−5,677−100.0%Sold out
Titleist Asset Management, LLC0$00.00%−5,676−100.0%Sold out
Allegheny Financial Group LTD0$00.00%−5,663−100.0%Sold out
Novare Capital Management LLC0$00.00%−5,623−100.0%Sold out
Calton & Associates, Inc.0$00.00%−5,564−100.0%Sold out
Exos TFP Holdings LLC0$00.00%−5,496−100.0%Sold out
Houlihan Financial Resource Group, Ltd.0$00.00%−5,394−100.0%Sold out
IFG Advisory, LLC0$00.00%−5,387−100.0%Sold out
Curated Wealth Partners LLC0$00.00%−5,378−100.0%Sold out
Solidarilty Wealth, LLC0$00.00%−5,368−100.0%Sold out
Ossiam0$00.00%−4,500−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−4,210−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−4,074−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−2,007−100.0%Sold out
Accel Wealth Management0$00.00%−1,503−100.0%Sold out
Carderock Capital Management Inc0$00.00%−1,400−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−1,000−100.0%Sold out
Orion Capital Management LLC0$00.00%−850−100.0%Sold out
Ellevest, Inc.0$00.00%−728−100.0%Sold out
US Asset Management LLC0$00.00%−662−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−500−100.0%Sold out
DuPont Capital Management Corp0$00.00%−486−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−460−100.0%Sold out
Tower View Investment Management & Research LLC0$00.00%−408−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−284−100.0%Sold out
Capital Management Associates0$00.00%−250−100.0%Sold out
True Wealth Design, LLC0$00.00%−220−100.0%Sold out
Cornerstone Management, Inc.0$00.00%−214−100.0%Sold out
First National Bank of South Miami0$00.00%−200−100.0%Sold out
Schubert & Co0$00.00%−196−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−172−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−164−100.0%Sold out
Savior LLC0$00.00%−127−100.0%Sold out
Y.D. More Investments Ltd0$00.00%−122−100.0%Sold out
James Investment Research Inc0$00.00%−116−100.0%Sold out
Elequin Capital LP0$00.00%−101−100.0%Sold out
Beacon Capital Management, Inc.0$00.00%−70−100.0%Sold out
Lowe Wealth Advisors, LLC0$00.00%−50−100.0%Sold out
Morton Brown Family Wealth, LLC0$00.00%−50−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−46−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−45−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−5−100.0%Sold out
Avalon Investment & Advisory––––Not filed
Investment Management of Virginia LLC––––Not filed
Coppell Advisory Solutions Corp.––––Not filed
Kula Investments, LLC––––Not filed
Stonnington Group, LLC––––Not filed
Parsec Financial Management, Inc.––––Not filed
HighTower Trust Services, LTA––––Not filed
Security Asset Management––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed
Pathway Financial Advisers, LLC––––Not filed
Ahrens Investment Partners LLC––––Not filed
Baldrige Asset Management LLC––––Not filed