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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 100,804 | $4.30M | 0.16% | −19,428−16.2% | Reduced |
| California First Leasing Corp | 100,400 | $4.29M | 2.62% | 00.0% | Unchanged |
| Imprint Wealth LLC | 100,360 | $4.28M | 2.70% | +1,583+1.6% | Added |
| EP Wealth Advisors, LLC | 10,834 | $4.28M | 0.07% | +7,367+212.5% | Added |
| Verition Fund Management LLC | 100,174 | $4.28M | 0.07% | −505,316−83.5% | Reduced |
| ExodusPoint Capital Management, LP | 99,613 | $4.25M | 0.05% | −73,617−42.5% | Reduced |
| Madison Asset Management, LLC | 99,568 | $4.25M | 0.06% | +266+0.3% | Added |
| Stephens Inc | 99,148 | $4.23M | 0.08% | +22,744+29.8% | Added |
| Regions Financial Corp | 99,021 | $4.23M | 0.04% | +12,288+14.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 97,516 | $4.16M | 0.45% | −1,177−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 97,283 | $4.15M | 0.06% | +12,199+14.3% | Added |
| Quadrature Capital Ltd | 95,711 | $4.08M | 0.09% | −217,553−69.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 95,564 | $4.08M | 2.04% | +23,169+32.0% | Added |
| Apexium Financial, LP | 95,543 | $4.08M | 0.36% | +10.0% | Added |
| Brookmont Capital Management | 95,050 | $4.06M | 2.45% | +180.0% | Added |
| Bahl & Gaynor Inc | 94,827 | $4.05M | 0.02% | −4,879−4.9% | Reduced |
| Twin Capital Management Inc | 92,499 | $3.95M | 0.51% | +9,691+11.7% | Added |
| NWF Advisory Services Inc. | 92,394 | $3.94M | 0.91% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 91,646 | $3.91M | 0.12% | −75,558−45.2% | Reduced |
| Western Financial Corp | 91,190 | $3.89M | 2.65% | −160.0% | Reduced |
| Cohen Klingenstein LLC | 90,900 | $3.88M | 0.17% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 90,285 | $3.85M | 0.02% | −5,494−5.7% | Reduced |
| Callan Family Office, LLC | 90,267 | $3.85M | 1.02% | −36,800−29.0% | Reduced |
| Concentric Wealth Management, LLC | 89,909 | $3.84M | 1.22% | −3,224−3.5% | Reduced |
| Crestline Management, LP | 89,746 | $3.83M | 0.42% | −210,000−70.1% | Reduced |
| Mill Capital Management, LLC | 89,585 | $3.82M | 0.36% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 89,400 | $3.82M | 0.22% | +32,972+58.4% | Added |
| Altrafin AG | 89,400 | $3.82M | 1.71% | +100.0% | Added |
| Factorial Partners, LLC | 89,300 | $3.81M | 2.63% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 88,821 | $3.79M | 1.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 88,064 | $3.76M | 0.04% | +8,084+10.1% | Added |
| Orion Portfolio Solutions, LLC | 88,064 | $3.76M | 0.04% | +8,084+10.1% | Added |
| Gifford Fong Associates | 88,052 | $3.76M | 0.88% | 00.0% | Unchanged |
| Elgethun Capital Management | 87,779 | $3.75M | 1.13% | +813+0.9% | Added |
| Richard Bernstein Advisors LLC | 87,160 | $3.72M | 0.08% | 00.0% | Unchanged |
| Savant Capital, LLC | 87,083 | $3.72M | 0.06% | +12,260+16.4% | Added |
| Vestcor Inc | 87,063 | $3.72M | 0.14% | −21,487−19.8% | Reduced |
| Capital International Inc | 86,795 | $3.70M | 0.07% | +68,867+384.1% | Added |
| Wesleyan Assurance Society | 86,500 | $3.69M | 0.39% | 00.0% | Unchanged |
| United Services Automobile Association | 86,081 | $3.67M | 0.11% | +560+0.7% | Added |
| Sawtooth Solutions, LLC | 85,948 | $3.67M | 0.10% | +18,169+26.8% | Added |
| Woodward Diversified Capital, LLC | 85,513 | $3.65M | 2.75% | 00.0% | Unchanged |
| McGinn Investment Management, Inc. | 85,436 | $3.65M | 2.63% | −76−0.1% | Reduced |
| RFG Advisory, LLC | 84,916 | $3.62M | 0.16% | −628−0.7% | Reduced |
| Alberta Investment Management Corp | 84,800 | $3.62M | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 84,280 | $3.60M | 0.06% | −37,021−30.5% | Reduced |
| Independent Advisor Alliance | 83,957 | $3.58M | 0.16% | −2,343−2.7% | Reduced |
| Advisory Services Network, LLC | 83,482 | $3.56M | 0.09% | −3,465−4.0% | Reduced |
| Connable Office Inc | 82,512 | $3.52M | 0.48% | −75−0.1% | Reduced |
| MAI Capital Management | 82,501 | $3.52M | 0.05% | −3,359−3.9% | Reduced |
| Clear Harbor Asset Management, LLC | 82,368 | $3.52M | 0.35% | −21,541−20.7% | Reduced |
| Bessemer Group Inc | 81,649 | $3.48M | 0.01% | +6,298+8.4% | Added |
| Asio Capital, LLC | 80,709 | $3.44M | 0.85% | +1,559+2.0% | Added |
| Continental Advisors LLC | 80,402 | $3.43M | 3.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 80,369 | $3.43M | 0.05% | −7,106−8.1% | Reduced |
| Aspen Grove Capital, LLC | 80,346 | $3.43M | 1.11% | +4,219+5.5% | Added |
| Tiaa, FSB | 80,189 | $3.42M | 0.01% | −884−1.1% | Reduced |
| Banque Cantonale Vaudoise | 80,018 | $3.42M | 0.16% | −8,800−9.9% | Reduced |
| Wedbush Securities Inc | 79,657 | $3.40M | 0.16% | −9,174−10.3% | Reduced |
| Peapack Gladstone Financial Corp | 79,661 | $3.40M | 0.06% | −1,963−2.4% | Reduced |
| YHB Investment Advisors, Inc. | 79,539 | $3.39M | 0.32% | +2,784+3.6% | Added |
| Kestra Private Wealth Services, LLC | 78,593 | $3.35M | 0.11% | +14,573+22.8% | Added |
| Weik Capital Management | 78,373 | $3.34M | 1.58% | −1,620−2.0% | Reduced |
| National Asset Management, Inc. | 78,554 | $3.33M | 0.07% | −6,691−7.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 77,000 | $3.29M | 0.47% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 76,575 | $3.27M | 0.12% | −860−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 76,183 | $3.25M | 0.07% | −1,425−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 75,872 | $3.24M | 0.34% | +25,140+49.6% | Added |
| Pinebridge Investments, L.P. | 75,715 | $3.23M | 0.03% | −182,239−70.6% | Reduced |
| Synovus Financial Corp | 75,412 | $3.22M | 0.04% | +1,060+1.4% | Added |
| Guardian Capital Advisors LP | 73,952 | $3.20M | 0.36% | −5,011−6.3% | Reduced |
| Culbertson A N & Co Inc | 74,832 | $3.19M | 0.62% | −3,770−4.8% | Reduced |
| HighMark Wealth Management LLC | 74,775 | $3.19M | 2.40% | +330.0% | Added |
| Easterly Investment Partners LLC | 74,490 | $3.18M | 0.28% | −2,830−3.7% | Reduced |
| Huntington National Bank | 74,026 | $3.16M | 0.03% | −2,369−3.1% | Reduced |
| Allworth Financial LP | 74,009 | $3.16M | 0.03% | +16,362+28.4% | Added |
| Lawson Kroeker Investment Management Inc | 73,786 | $3.15M | 0.76% | −1,133−1.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 73,781 | $3.15M | 0.20% | +1,789+2.5% | Added |
| Welch & Forbes LLC | 73,476 | $3.14M | 0.05% | +176+0.2% | Added |
| Vontobel Holding Ltd. | 73,430 | $3.13M | 0.03% | −19,558−21.0% | Reduced |
| Stratos Wealth Partners, LTD. | 72,953 | $3.11M | 0.07% | +14,468+24.7% | Added |
| Schnieders Capital Management LLC | 72,329 | $3.09M | 0.64% | −6,561−8.3% | Reduced |
| Transcend Wealth Collective, LLC | 71,095 | $3.03M | 0.29% | −341−0.5% | Reduced |
| Pinnacle Bancorp, Inc. | 70,666 | $3.02M | 1.03% | −420−0.6% | Reduced |
| Karpas Strategies, LLC | 70,604 | $3.01M | 1.02% | +277+0.4% | Added |
| Moody National Bank Trust Division | 69,546 | $2.97M | 0.20% | −132−0.2% | Reduced |
| Merit Financial Group, LLC | 68,764 | $2.93M | 0.10% | +3,130+4.8% | Added |
| Lee Danner & Bass Inc | 68,509 | $2.92M | 0.25% | −515−0.7% | Reduced |
| Horizon Investments, LLC | 69,018 | $2.92M | 0.08% | +3,741+5.7% | Added |
| Pathstone Family Office, LLC | 72,507 | $2.91M | 0.04% | +4,781+7.1% | Added |
| Bleakley Financial Group, LLC | 68,167 | $2.91M | 0.09% | +8,915+15.0% | Added |
| Sigma Planning Corp | 68,151 | $2.91M | 0.10% | −16,880−19.9% | Reduced |
| SWS Partners | 67,576 | $2.88M | 1.04% | −542−0.8% | Reduced |
| Pinnacle Financial Partners Inc | 67,528 | $2.88M | 0.07% | −3,830−5.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 66,637 | $2.84M | 0.04% | −386−0.6% | Reduced |
| Moors & Cabot, Inc. | 66,440 | $2.84M | 0.19% | −3,713−5.3% | Reduced |
| Burney Co | 66,424 | $2.83M | 0.13% | −2,497−3.6% | Reduced |
| RMB Capital Management, LLC | 66,321 | $2.83M | 0.09% | +51+0.1% | Added |
| Argent Trust Co | 66,131 | $2.82M | 0.15% | −1,770−2.6% | Reduced |
| Boston Private Wealth LLC | 65,937 | $2.81M | 0.05% | −6,830−9.4% | Reduced |