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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 65,576 | $2.80M | 0.04% | −72,567−52.5% | Reduced |
| Slagle Financial, LLC | 65,209 | $2.78M | 1.73% | +65,209 | New |
| Daymark Wealth Partners, LLC | 64,834 | $2.77M | 0.21% | +40,120+162.3% | Added |
| Shelton Capital Management | 64,525 | $2.75M | 0.10% | −300.0% | Reduced |
| Parcion Private Wealth LLC | 64,301 | $2.74M | 0.28% | +184+0.3% | Added |
| InterOcean Capital Group, LLC | 64,157 | $2.74M | 0.09% | −2,204−3.3% | Reduced |
| Greenleaf Trust | 63,737 | $2.72M | 0.03% | −1,218−1.9% | Reduced |
| Veritable, L.P. | 63,647 | $2.72M | 0.04% | +4,072+6.8% | Added |
| Verdence Capital Advisors LLC | 63,517 | $2.71M | 0.31% | +1,356+2.2% | Added |
| Focus Financial Network, Inc. | 62,278 | $2.66M | 0.15% | +4,705+8.2% | Added |
| Veriti Management LLC | 61,650 | $2.63M | 0.29% | +5,719+10.2% | Added |
| Lowe Brockenbrough & Co Inc | 61,490 | $2.62M | 0.20% | −650−1.0% | Reduced |
| Perkins Coie Trust Co | 61,311 | $2.62M | 0.74% | −3,855−5.9% | Reduced |
| IMS Capital Management | 61,283 | $2.62M | 1.45% | −285−0.5% | Reduced |
| Mach-1 Financial Group, Inc. | 61,065 | $2.61M | 1.04% | +57,682+1,705.1% | Added |
| S&CO Inc | 61,043 | $2.60M | 0.21% | −4,960−7.5% | Reduced |
| Logan Capital Management Inc | 61,003 | $2.60M | 0.12% | +468+0.8% | Added |
| DRW Securities, LLC | 60,948 | $2.60M | 0.20% | +45,274+288.8% | Added |
| Valeo Financial Advisors, LLC | 60,586 | $2.59M | 0.12% | +3,374+5.9% | Added |
| Robinson Value Management, Ltd. | 59,991 | $2.56M | 1.85% | +1,152+2.0% | Added |
| Kingsview Wealth Management, LLC | 59,573 | $2.54M | 0.10% | +1,366+2.3% | Added |
| Capital Markets Trading UK LLP | 59,180 | $2.53M | 1.85% | +59,180 | New |
| Alpha DNA Investment Management LLC | 59,157 | $2.52M | 1.43% | +16,190+37.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 59,130 | $2.52M | 0.12% | −1,458−2.4% | Reduced |
| Capital Investment Advisors, LLC | 59,098 | $2.52M | 0.08% | −2,059−3.4% | Reduced |
| Goelzer Investment Management, Inc. | 59,054 | $2.52M | 0.21% | −2,761−4.5% | Reduced |
| Brown Brothers Harriman & Co | 58,850 | $2.51M | 0.02% | −5,229−8.2% | Reduced |
| Wetherby Asset Management Inc | 58,444 | $2.49M | 0.13% | +2,218+3.9% | Added |
| Montag A & Associates Inc | 58,061 | $2.48M | 0.15% | −13,599−19.0% | Reduced |
| Argyle Capital Management Inc. | 58,043 | $2.48M | 0.89% | −2,750−4.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 57,530 | $2.46M | 0.59% | +6,131+11.9% | Added |
| DeepCurrents Investment Group LLC | 57,464 | $2.45M | 0.11% | +57,464 | New |
| Toroso Investments, LLC | 56,879 | $2.43M | 0.07% | −6,421−10.1% | Reduced |
| Signet Financial Management, LLC | 56,710 | $2.42M | 0.38% | +56,710 | New |
| Stonebridge Capital Advisors LLC | 56,676 | $2.42M | 0.26% | −519−0.9% | Reduced |
| Paradigm Asset Management Co LLC | 56,402 | $2.41M | 0.65% | +10,600+23.1% | Added |
| Snowden Capital Advisors LLC | 56,222 | $2.40M | 0.09% | +1,251+2.3% | Added |
| Mount Yale Investment Advisors, LLC | 56,066 | $2.39M | 0.25% | −772−1.4% | Reduced |
| FDx Advisors, Inc. | 55,894 | $2.39M | 0.13% | −2,663−4.5% | Reduced |
| London Co of Virginia | 55,582 | $2.37M | 0.01% | −1,749−3.1% | Reduced |
| Alaska Permanent Fund Corp | 55,300 | $2.36M | 0.05% | +55,300 | New |
| SOL Capital Management CO | 55,243 | $2.36M | 0.36% | −125−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 55,187 | $2.36M | 0.28% | +3,042+5.8% | Added |
| Mitchell Sinkler & Starr | 55,125 | $2.35M | 0.67% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 54,900 | $2.34M | 0.97% | +12,400+29.2% | Added |
| Pictet Bank & Trust Ltd | 54,807 | $2.34M | 1.91% | −528−1.0% | Reduced |
| Oldfather Financial Services, LLC | 54,793 | $2.34M | 1.14% | +30.0% | Added |
| Legato Capital Management LLC | 54,661 | $2.33M | 0.32% | 00.0% | Unchanged |
| Selway Asset Management | 54,600 | $2.33M | 1.02% | +17,400+46.8% | Added |
| DoubleLine ETF Adviser LP | 54,441 | $2.32M | 0.86% | +11,681+27.3% | Added |
| Apollon Wealth Management, LLC | 54,225 | $2.31M | 0.11% | +8,420+18.4% | Added |
| Park Avenue Securities LLC | 53,500 | $2.28M | 0.04% | +11,308+26.8% | Added |
| HB Wealth Management, LLC | 53,459 | $2.28M | 0.04% | +14,120+35.9% | Added |
| Equitable Holdings, Inc. | 53,195 | $2.27M | 0.03% | +8,303+18.5% | Added |
| Segall Bryant & Hamill, LLC | 53,114 | $2.27M | 0.02% | −596−1.1% | Reduced |
| Fiduciary Trust Co | 53,085 | $2.27M | 0.04% | −19,271−26.6% | Reduced |
| Sumitomo Life Insurance Co | 52,875 | $2.26M | 0.10% | −5,147−8.9% | Reduced |
| LGT Group Foundation | 52,777 | $2.25M | 0.05% | +88+0.2% | Added |
| Ritholtz Wealth Management | 52,740 | $2.25M | 0.10% | +18,153+52.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 52,390 | $2.24M | 0.02% | −4,640−8.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 52,330 | $2.23M | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 52,042 | $2.22M | 0.20% | −4,628−8.2% | Reduced |
| Central Trust Co | 51,876 | $2.21M | 0.06% | +7,671+17.4% | Added |
| Geneos Wealth Management Inc. | 51,859 | $2.21M | 0.12% | +12,859+33.0% | Added |
| Capital Investment Counsel, Inc | 51,551 | $2.20M | 0.43% | +8,075+18.6% | Added |
| Aft, Forsyth & Sober, LLC | 51,500 | $2.20M | 0.91% | +1,500+3.0% | Added |
| KG&L Capital Management,LLC | 51,382 | $2.19M | 1.05% | −643−1.2% | Reduced |
| WCG Wealth Advisors LLC | 50,838 | $2.16M | 0.25% | −2,749−5.1% | Reduced |
| KCM Investment Advisors LLC | 50,585 | $2.16M | 0.09% | −153,728−75.2% | Reduced |
| Checchi Capital Advisers, LLC | 50,371 | $2.15M | 0.19% | +891+1.8% | Added |
| FengHe Fund Management Pte. Ltd. | 50,300 | $2.15M | 0.42% | 00.0% | Unchanged |
| Anson Funds Management LP | 50,000 | $2.13M | 0.64% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 50,000 | $2.13M | 0.41% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 49,931 | $2.13M | 0.05% | −2,992−5.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,841 | $2.13M | 0.14% | +1,505+3.1% | Added |
| PFS Investments Inc. | 49,605 | $2.12M | 0.03% | +1,918+4.0% | Added |
| Clearstead Advisors, LLC | 49,540 | $2.11M | 0.13% | −2,339−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 49,525 | $2.11M | 0.03% | +4,264+9.4% | Added |
| Robertson Stephens Wealth Management, LLC | 49,521 | $2.11M | 0.15% | +270+0.5% | Added |
| HM Payson & Co | 49,424 | $2.11M | 0.05% | −300−0.6% | Reduced |
| Pring Turner Capital Group Inc | 49,272 | $2.10M | 1.93% | +425+0.9% | Added |
| Vista Wealth Management Group, LLC | 49,244 | $2.10M | 0.21% | +29,663+151.5% | Added |
| Shayne & Co., LLC | 49,177 | $2.10M | 1.06% | −62−0.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 48,845 | $2.08M | 0.38% | +2,624+5.7% | Added |
| Associated Banc-Corp | 48,828 | $2.08M | 0.08% | −1,451−2.9% | Reduced |
| White Pine Capital LLC | 48,749 | $2.08M | 0.78% | −1,171−2.3% | Reduced |
| Xcel Wealth Management, LLC | 48,735 | $2.08M | 0.66% | +1,832+3.9% | Added |
| Global Frontier Investments LLC | 48,661 | $2.08M | 0.91% | 00.0% | Unchanged |
| Stableford Capital II LLC | 47,463 | $2.07M | 0.92% | +47,463 | New |
| DFPG Investments, LLC | 44,673 | $2.07M | 0.19% | +12,735+39.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 48,151 | $2.06M | 0.69% | +279+0.6% | Added |
| Meitav Dash Investments Ltd | 49,199 | $2.05M | 0.02% | −313−0.6% | Reduced |
| Fragasso Group Inc. | 47,969 | $2.05M | 0.22% | −44,437−48.1% | Reduced |
| IFP Advisors, Inc | 42,351 | $2.04M | 0.10% | −76−0.2% | Reduced |
| Foster Group, Inc. | 47,842 | $2.04M | 0.12% | +829+1.8% | Added |
| Bank Pictet & Cie (Asia) Ltd | 47,724 | $2.04M | 0.60% | +3,874+8.8% | Added |
| United Asset Strategies, Inc. | 47,708 | $2.04M | 0.25% | +165+0.3% | Added |
| Somerset Group LLC | 47,629 | $2.03M | 1.70% | 00.0% | Unchanged |
| Profund Advisors LLC | 47,449 | $2.03M | 0.11% | −2,736−5.5% | Reduced |
| Shell Asset Management Co | 47,375 | $2.02M | 0.08% | −19,403−29.1% | Reduced |