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; 2,883 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
- 1,996
- +15 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
- 162
- 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 180,000 | $7.68M | 0.55% | −16,000−8.2% | Reduced |
| RBF Capital, LLC | 180,000 | $7.68M | 0.48% | +80,000+80.0% | Added |
| UniSuper Management Pty Ltd | 177,025 | $7.56M | 0.09% | +177,025 | New |
| Wealthsource Partners, LLC | 176,286 | $7.52M | 0.50% | −2,047−1.1% | Reduced |
| JustInvest LLC | 175,378 | $7.49M | 0.23% | +22,087+14.4% | Added |
| GWM Advisors LLC | 174,496 | $7.45M | 0.08% | −8,682−4.7% | Reduced |
| TD Waterhouse Canada Inc. | 156,179 | $7.39M | 0.07% | −43,237−21.7% | Reduced |
| GTS Securities LLC | 172,729 | $7.37M | 0.23% | +172,729 | New |
| Bokf, NA | 171,215 | $7.31M | 0.15% | +32,039+23.0% | Added |
| Tower Research Capital LLC (TRC) | 171,164 | $7.31M | 0.24% | +8,916+5.5% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 169,510 | $7.23M | 3.35% | 00.0% | Unchanged |
| Atria Investments LLC | 168,812 | $7.20M | 0.13% | −16,494−8.9% | Reduced |
| Wolverine Trading, LLC | 169,056 | $7.18M | 0.10% | +16,311+10.7% | Added |
| Highland Capital Management, LLC | 167,329 | $7.14M | 0.46% | −3,707−2.2% | Reduced |
| Waycross Partners, LLC | 166,356 | $7.10M | 1.54% | +28,330+20.5% | Added |
| New England Asset Management Inc | 164,937 | $7.04M | 1.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 164,882 | $7.04M | 0.28% | −220−0.1% | Reduced |
| Metropolitan Life Insurance Co | 163,520 | $6.98M | 0.34% | −6,915−4.1% | Reduced |
| Adams Asset Advisors, LLC | 160,516 | $6.85M | 1.00% | −26,250−14.1% | Reduced |
| Meritage Portfolio Management | 158,754 | $6.78M | 0.48% | −9,238−5.5% | Reduced |
| CSM Advisors, LLC | 158,180 | $6.75M | 0.51% | −345−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 156,461 | $6.68M | 0.11% | −4,550−2.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 155,983 | $6.66M | 0.55% | −2,954−1.9% | Reduced |
| Kestra Advisory Services, LLC | 155,878 | $6.65M | 0.07% | −9,485−5.7% | Reduced |
| Advisor Partners II, LLC | 155,542 | $6.64M | 0.31% | +40,040+34.7% | Added |
| BTC Capital Management, Inc. | 154,641 | $6.60M | 0.71% | −2,102−1.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 153,868 | $6.57M | 0.69% | +902+0.6% | Added |
| Cynosure Management, LLC | 153,455 | $6.55M | 1.97% | +74,460+94.3% | Added |
| Chartwell Investment Partners, LLC | 151,928 | $6.48M | 0.23% | +38,178+33.6% | Added |
| Edgar Lomax Co | 150,957 | $6.44M | 0.42% | −2,068−1.4% | Reduced |
| Ally Financial Inc. | 150,000 | $6.40M | 0.90% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 148,712 | $6.35M | 3.09% | +4,021+2.8% | Added |
| Poehling Capital Management, LLC | 148,276 | $6.33M | 2.14% | −3,367−2.2% | Reduced |
| Beacon Pointe Advisors, LLC | 148,236 | $6.33M | 0.10% | −14,261−8.8% | Reduced |
| Empowered Funds, LLC | 144,868 | $6.18M | 0.22% | +35,299+32.2% | Added |
| EA Series Trust | 144,868 | $6.18M | 0.22% | +144,868 | New |
| BerganKDV Wealth Management, LLC | 144,335 | $6.16M | 0.62% | +704+0.5% | Added |
| Blume Capital Management, Inc. | 143,533 | $6.13M | 1.81% | +5,150+3.7% | Added |
| Tufton Capital Management | 142,058 | $6.06M | 1.31% | −879−0.6% | Reduced |
| Gibraltar Capital Management, Inc. | 141,494 | $6.04M | 2.68% | −2,121−1.5% | Reduced |
| Picton Mahoney Asset Management | 138,960 | $5.93M | 0.29% | −13,350−8.8% | Reduced |
| La Banque Postale Asset Management SA | 137,967 | $5.89M | 0.14% | −39,039−22.1% | Reduced |
| Los Angeles Capital Management LLC | 137,928 | $5.89M | 0.02% | −37,856−21.5% | Reduced |
| DCM Advisors, LLC | 137,584 | $5.87M | 2.52% | −1,123−0.8% | Reduced |
| Salzhauer Michael | 137,549 | $5.87M | 6.34% | +2,557+1.9% | Added |
| Jarislowsky, Fraser Ltd | 136,081 | $5.81M | 0.03% | −13,000−8.7% | Reduced |
| Institutional & Family Asset Management, LLC | 135,804 | $5.80M | 0.95% | +590.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 134,695 | $5.75M | 0.43% | −892−0.7% | Reduced |
| tru Independence LLC | 133,919 | $5.72M | 1.88% | +5,690+4.4% | Added |
| Beacon Financial Group | 133,425 | $5.66M | 0.77% | −2,613−1.9% | Reduced |
| Estabrook Capital Management | 132,641 | $5.66M | 0.94% | −1,098−0.8% | Reduced |
| TD Private Client Wealth LLC | 130,050 | $5.55M | 0.24% | +14,587+12.6% | Added |
| Nomura Holdings Inc | 129,534 | $5.53M | 0.06% | −100,619−43.7% | Reduced |
| Man Group plc | 129,074 | $5.51M | 0.02% | – | – |
| Long Focus Capital Management, LLC | 128,900 | $5.50M | 0.83% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 128,864 | $5.50M | 1.94% | +105+0.1% | Added |
| Chesley Taft & Associates LLC | 128,516 | $5.49M | 0.34% | −2,409−1.8% | Reduced |
| Wedmont Private Capital | 125,570 | $5.47M | 0.59% | +107,249+585.4% | Added |
| Sicart Associates LLC | 128,128 | $5.47M | 2.12% | −680−0.5% | Reduced |
| Baxter Bros Inc | 127,507 | $5.44M | 0.81% | −2,078−1.6% | Reduced |
| Phoenix Holdings Ltd. | 127,239 | $5.44M | 0.11% | −3,201,841−96.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 126,548 | $5.40M | 0.49% | +982+0.8% | Added |
| Leith Wheeler Investment Counsel Ltd. | 125,634 | $5.36M | 0.70% | −302,671−70.7% | Reduced |
| Interval Partners, LP | 123,509 | $5.27M | 0.26% | −42,618−25.7% | Reduced |
| Sowell Financial Services LLC | 123,510 | $5.27M | 0.29% | +25,375+25.9% | Added |
| Metis Global Partners, LLC | 122,564 | $5.23M | 0.28% | −9,849−7.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 122,373 | $5.22M | 0.08% | +1,631+1.4% | Added |
| Empirical Finance, LLC | 121,476 | $5.18M | 0.40% | +11,819+10.8% | Added |
| Tower Bridge Advisors | 120,509 | $5.14M | 0.47% | −2,351−1.9% | Reduced |
| Whittier Trust Co | 119,450 | $5.10M | 0.09% | −6,989−5.5% | Reduced |
| First National Bank of Omaha | 118,928 | $5.08M | 0.29% | −4,872−3.9% | Reduced |
| Thompson Investment Management, Inc. | 118,507 | $5.06M | 0.82% | +1,338+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 118,359 | $5.05M | 0.13% | −1,420−1.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 117,394 | $5.01M | 0.63% | +485+0.4% | Added |
| Caxton Associates LP | 116,387 | $4.97M | 0.73% | +116,387 | New |
| Avantax Advisory Services, Inc. | 115,650 | $4.94M | 0.06% | +8,851+8.3% | Added |
| Clayton Partners LLC | 114,756 | $4.90M | 4.23% | −50,995−30.8% | Reduced |
| Lido Advisors, LLC | 114,434 | $4.88M | 0.06% | −117,059−50.6% | Reduced |
| Hoey Investments, Inc | 113,026 | $4.82M | 1.60% | +8,109+7.7% | Added |
| Bard Financial Services, Inc. | 112,445 | $4.80M | 0.37% | +26,250+30.5% | Added |
| MSD Partners, L.P. | 112,325 | $4.79M | 0.44% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 112,049 | $4.78M | 0.95% | −11,850−9.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 111,883 | $4.78M | 0.36% | +7,504+7.2% | Added |
| NBW Capital LLC | 110,561 | $4.72M | 1.10% | +7,226+7.0% | Added |
| PFG Advisors | 110,284 | $4.71M | 0.36% | −4,333−3.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 108,920 | $4.65M | 0.31% | −43,090−28.3% | Reduced |
| Integrated Wealth Concepts LLC | 108,323 | $4.62M | 0.08% | +8,565+8.6% | Added |
| King Luther Capital Management Corp | 108,267 | $4.62M | 0.02% | +4,621+4.5% | Added |
| Harvest Portfolios Group Inc. | 108,184 | $4.62M | 0.21% | −8,358−7.2% | Reduced |
| Hutchinson Capital Management | 107,673 | $4.60M | 1.08% | +390.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 104,978 | $4.48M | 0.09% | −49,238−31.9% | Reduced |
| Dorchester Wealth Management Co | 104,738 | $4.47M | 0.91% | +2,540+2.5% | Added |
| Ieq Capital, LLC | 104,696 | $4.47M | 0.09% | +7,368+7.6% | Added |
| Procyon Private Wealth Partners, LLC | 104,277 | $4.45M | 0.56% | +104,277 | New |
| Vinva Investment Management Ltd | 104,491 | $4.44M | 0.39% | +15,607+17.6% | Added |
| Unison Asset Management LLC | 102,151 | $4.36M | 2.91% | +129+0.1% | Added |
| Ameritas Investment Partners, Inc. | 102,091 | $4.36M | 0.16% | −28,825−22.0% | Reduced |
| Barr E S & Co | 101,808 | $4.35M | 0.33% | −543−0.5% | Reduced |
| Level Four Advisory Services, LLC | 101,634 | $4.34M | 0.26% | +1,747+1.7% | Added |
| Winslow Asset Management Inc | 101,020 | $4.31M | 0.93% | −2,910−2.8% | Reduced |