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 |
|---|---|---|---|---|---|
| Mark Stevens | 47,371 | $2.02M | 0.26% | +884+1.9% | Added |
| Trust Asset Management LLC | 47,346 | $2.02M | 0.21% | 00.0% | Unchanged |
| Smith, Salley & Associates | 47,329 | $2.02M | 0.15% | +47,329 | New |
| Meiji Yasuda Asset Management Co Ltd. | 47,222 | $2.02M | 0.10% | −695−1.5% | Reduced |
| Qtron Investments LLC | 47,094 | $2.01M | 0.38% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 46,990 | $2.01M | 1.17% | +218+0.5% | Added |
| Lakeview Capital Partners, LLC | 46,869 | $2.00M | 0.37% | +4,108+9.6% | Added |
| Fosun International Ltd | 46,782 | $2.00M | 0.28% | 00.0% | Unchanged |
| Haverford Trust Co | 46,661 | $1.99M | 0.02% | −3,370−6.7% | Reduced |
| Oppenheimer & Co Inc | 46,215 | $1.97M | 0.04% | −3,007−6.1% | Reduced |
| Bank of Stockton | 46,141 | $1.97M | 0.68% | −39−0.1% | Reduced |
| Union Heritage Capital, LLC | 45,970 | $1.96M | 1.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 45,756 | $1.95M | 0.10% | +1,617+3.7% | Added |
| Cigna Investments Inc | 45,733 | $1.95M | 0.36% | −828−1.8% | Reduced |
| SeaTown Holdings Pte. Ltd. | 45,500 | $1.94M | 0.30% | −285,000−86.2% | Reduced |
| Dynamic Advisor Solutions LLC | 44,435 | $1.90M | 0.10% | +14,312+47.5% | Added |
| Crestwood Advisors Group LLC | 43,901 | $1.87M | 0.06% | −2,667−5.7% | Reduced |
| Round Hill Asset Management | 43,842 | $1.87M | 1.16% | −315−0.7% | Reduced |
| Centaurus Financial, Inc. | 43,686 | $1.86M | 0.16% | −5,721−11.6% | Reduced |
| Wesbanco Bank Inc | 43,535 | $1.86M | 0.08% | −5,233−10.7% | Reduced |
| Gs Investments, Inc. | 42,400 | $1.81M | 0.99% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 42,383 | $1.81M | 0.15% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 42,217 | $1.80M | 0.06% | −1,069−2.5% | Reduced |
| Forum Financial Management, LP | 41,940 | $1.79M | 0.04% | +1,021+2.5% | Added |
| Hyman Charles D | 41,885 | $1.79M | 0.11% | −1,255−2.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 41,812 | $1.78M | 0.03% | −1,754−4.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 41,686 | $1.78M | 0.04% | +21,852+110.2% | Added |
| Heartland Advisors Inc | 41,641 | $1.78M | 0.10% | +158+0.4% | Added |
| Quad-Cities Investment Group, LLC | 41,451 | $1.77M | 1.15% | +34+0.1% | Added |
| Eagle Rock Investment Company, LLC | 39,512 | $1.77M | 0.38% | +1,580+4.2% | Added |
| Meridian Wealth Partners, LLC | 41,223 | $1.76M | 0.36% | −207−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 41,089 | $1.75M | 0.19% | −7,206−14.9% | Reduced |
| Atlantic Union Bankshares Corp | 40,975 | $1.75M | 0.17% | +25,570+166.0% | Added |
| Signaturefd, LLC | 40,963 | $1.75M | 0.04% | +5,388+15.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 41,343 | $1.75M | 0.04% | −78,953−65.6% | Reduced |
| Private Asset Management Inc | 40,890 | $1.75M | 0.34% | −9,406−18.7% | Reduced |
| Pitcairn Co | 40,880 | $1.74M | 0.15% | −6,561−13.8% | Reduced |
| Portside Wealth Group, LLC | 40,862 | $1.74M | 0.32% | +40,862 | New |
| Coppell Advisory Solutions LLC | 40,845 | $1.73M | 0.51% | +4,063+11.0% | Added |
| True North Advisors, LLC | 40,466 | $1.73M | 0.49% | −20,728−33.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 40,336 | $1.72M | 0.63% | −13,005−24.4% | Reduced |
| Cornerstone Investment Partners, LLC | 40,168 | $1.71M | 0.11% | +1,581+4.1% | Added |
| Hedges Asset Management LLC | 40,100 | $1.71M | 1.45% | 00.0% | Unchanged |
| HRT Financial LP | 39,851 | $1.70M | 0.02% | +39,851 | New |
| Cullinan Associates Inc | 39,765 | $1.70M | 0.09% | −250−0.6% | Reduced |
| Cohen Investment Advisors LLC | 39,400 | $1.68M | 1.35% | −3,044−7.2% | Reduced |
| Triangle Securities Wealth Management | 39,342 | $1.68M | 0.58% | −1,701−4.1% | Reduced |
| CAPROCK Group, Inc. | 39,264 | $1.68M | 0.12% | −1,689−4.1% | Reduced |
| Chiron Capital Management, LLC | 39,201 | $1.67M | 1.32% | +16,110+69.8% | Added |
| Capital International Sarl | 39,093 | $1.67M | 0.07% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 38,701 | $1.65M | 0.22% | +3,005+8.4% | Added |
| Cunning Capital Partners, LP | 0 | $1.65M | 1.04% | −38,675−100.0% | Reduced |
| Stonegate Investment Group, LLC | 38,651 | $1.65M | 0.06% | −2,231−5.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 38,715 | $1.65M | 0.83% | −29,840−43.5% | Reduced |
| Choate Investment Advisors | 38,300 | $1.63M | 0.07% | +2,103+5.8% | Added |
| Andra AP-fonden | 38,300 | $1.63M | 0.04% | +25,800+206.4% | Added |
| Miller Investment Management, LP | 38,182 | $1.63M | 0.25% | 00.0% | Unchanged |
| Auxier Asset Management | 38,067 | $1.62M | 0.27% | −1,800−4.5% | Reduced |
| Evercore Wealth Management, LLC | 37,960 | $1.62M | 0.03% | −1,387−3.5% | Reduced |
| Silvant Capital Management LLC | 37,903 | $1.62M | 0.09% | −11,610−23.4% | Reduced |
| Alpha Cubed Investments, LLC | 37,835 | $1.61M | 0.11% | −161,547−81.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 37,814 | $1.61M | 0.06% | +913+2.5% | Added |
| NBT Bank N A | 37,810 | $1.61M | 0.23% | −724−1.9% | Reduced |
| 3Chopt Investment Partners, LLC | 37,670 | $1.61M | 0.80% | −4,162−9.9% | Reduced |
| Azimuth Capital Investment Management LLC | 37,600 | $1.60M | 0.08% | −6,090−13.9% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $1.60M | 0.09% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 37,435 | $1.60M | 0.35% | +3,158+9.2% | Added |
| Jackson Hole Capital Partners, LLC | 37,366 | $1.59M | 0.44% | −1,526−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 37,311 | $1.59M | 0.02% | −3,666−8.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 37,281 | $1.59M | 0.17% | −3,040−7.5% | Reduced |
| Lincoln National Corp | 36,905 | $1.58M | 0.03% | −285−0.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,559 | $1.56M | 0.30% | +115+0.3% | Added |
| Rocky Mountain Advisers, LLC | 41,675 | $1.56M | 0.83% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 36,472 | $1.56M | 0.84% | +169+0.5% | Added |
| One Capital Management, LLC | 36,397 | $1.55M | 0.07% | −1,278−3.4% | Reduced |
| Ancora Advisors, LLC | 36,205 | $1.55M | 0.04% | +3,631+11.1% | Added |
| American Money Management, LLC | 35,816 | $1.53M | 0.38% | −1,000−2.7% | Reduced |
| Naviter Wealth, LLC | 35,716 | $1.52M | 0.39% | +3,264+10.1% | Added |
| Foundations Investment Advisors, LLC | 35,664 | $1.52M | 0.05% | −4,609−11.4% | Reduced |
| Cove Street Capital, LLC | 35,500 | $1.52M | 0.47% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 35,400 | $1.51M | 0.03% | −8,086−18.6% | Reduced |
| Peak Asset Management, LLC | 35,377 | $1.51M | 0.35% | +5,919+20.1% | Added |
| Empower Advisory Group, LLC | 35,326 | $1.51M | 0.01% | +16,996+92.7% | Added |
| Drive Wealth Management, LLC | 35,268 | $1.51M | 0.56% | +3,940+12.6% | Added |
| Marotta Asset Management | 35,181 | $1.50M | 0.33% | +35,181 | New |
| Shay Capital LLC | 35,000 | $1.49M | 0.53% | +35,000 | New |
| Sepio Capital, LP | 34,766 | $1.48M | 0.12% | −1,670−4.6% | Reduced |
| Carret Asset Management, LLC | 34,730 | $1.48M | 0.20% | −275−0.8% | Reduced |
| Alyeska Investment Group, L.P. | 34,707 | $1.48M | 0.01% | −643,247−94.9% | Reduced |
| Summit Trail Advisors, LLC | 34,686 | $1.48M | 0.06% | −31,990−48.0% | Reduced |
| Oarsman Capital, Inc. | 34,665 | $1.48M | 0.65% | +5,866+20.4% | Added |
| Avestar Capital, LLC | 34,656 | $1.48M | 0.26% | −44−0.1% | Reduced |
| Bennett Selby Investments LP | 34,535 | $1.47M | 0.85% | −75−0.2% | Reduced |
| Keystone Wealth Services, LLC | 34,435 | $1.47M | 0.55% | −73−0.2% | Reduced |
| 44 Wealth Management LLC | 34,308 | $1.46M | 0.50% | +1,667+5.1% | Added |
| Vestmark Advisory Solutions, Inc. | 34,307 | $1.46M | 0.06% | +2,663+8.4% | Added |
| Country Club Bank | 34,417 | $1.46M | 0.12% | −288−0.8% | Reduced |
| Siemens Fonds Invest GmbH | 34,263 | $1.46M | 0.14% | −124−0.4% | Reduced |
| One Wealth Advisors, LLC | 34,021 | $1.45M | 0.31% | +17,495+105.9% | Added |
| Pearl River Capital, LLC | 33,989 | $1.45M | 0.23% | +33,989 | New |