Wells Fargo & Company
WFC.PL- 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; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Wells Fargo & Company as of Sep 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
- 236
- +4 vs. Q2 2023
- Shares held
- 4.62M
- −97.8K (−2.1%) vs. Q2 2023
- Total value
- $3.28B
- −$119.2M (−3.5%) vs. Q2 2023
- New holders
- 20
- 59 more added
- Sold out
- 16
- 65 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC.PL 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 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Amundi | 660,226 | $709.0M | 0.35% | −8,979−1.3% | Reduced |
| Voya Investment Management LLC | 473,278 | $527.7M | 0.58% | +20,550+4.5% | Added |
| BlackRock Inc. | 252,933 | $282.0M | 0.01% | +36,344+16.8% | Added |
| Advent Capital Management | 179,122 | $200.0M | 4.68% | +1,937+1.1% | Added |
| First Trust Advisors LP | 132,660 | $147.9M | 0.18% | 00.0% | Unchanged |
| Victory Capital Management Inc | 92,979 | $103.7M | 0.12% | +1,236+1.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 90,528 | $100.9M | 0.22% | −6,174−6.4% | Reduced |
| State Street Corp | 87,745 | $97.7M | 0.01% | +5,200+6.3% | Added |
| Invesco Ltd. | 72,315 | $80.6M | 0.02% | −709−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 61,356 | $68.5M | 0.04% | −922−1.5% | Reduced |
| Morgan Stanley | 60,313 | $67.5M | 0.01% | +940+1.6% | Added |
| Allianz Asset Management GmbH | 58,640 | $65.4M | 0.13% | −2,616−4.3% | Reduced |
| Stonebridge Advisors LLC | 49,080 | $54.7M | 40.18% | +1,009+2.1% | Added |
| Spectrum Asset Management, Inc. | 42,292 | $47.2M | 40.26% | −3,749−8.1% | Reduced |
| Camden Asset Management L P | 36,034 | $40.1M | 1.49% | −21,393−37.3% | Reduced |
| Bank of America Corp | 34,928 | $38.9M | 0.00% | −143−0.4% | Reduced |
| Mackay Shields LLC | 29,075 | $31.5M | 0.87% | −309−1.1% | Reduced |
| First Eagle Investment Management, LLC | 24,891 | $27.8M | 0.07% | −3,350−11.9% | Reduced |
| Thrivent Financial for Lutherans | 24,376 | $27.1M | 0.06% | +300+1.2% | Added |
| Loomis Sayles & Co L P | 632,888 | $25.9M | 0.04% | −101,280−13.8% | Reduced |
| Ssi Investment Management LLC | 21,073 | $23.4M | 1.92% | −1,681−7.4% | Reduced |
| First Manhattan Co | 18,022 | $20.1M | 0.07% | −890−4.7% | Reduced |
| KCM Investment Advisors LLC | 16,967 | $18.9M | 0.82% | −626−3.6% | Reduced |
| New York State Common Retirement Fund | 16,066 | $17.9M | 0.03% | +649+4.2% | Added |
| Jane Street Group, LLC | 14,337 | $16.0M | 0.02% | +14,337 | New |
| FMR LLC | 14,138 | $15.7M | 0.00% | −27,717−66.2% | Reduced |
| Pier 88 Investment Partners LLC | 13,792 | $15.4M | 3.83% | +11,040+401.2% | Added |
| Oxbow Advisors, LLC | 13,713 | $15.3M | 2.41% | +243+1.8% | Added |
| New England Asset Management Inc | 13,575 | $15.1M | 2.48% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $14.9M | 0.00% | – | – |
| Galvin, Gaustad & Stein, LLC | 12,757 | $14.2M | 1.44% | −163−1.3% | Reduced |
| Citigroup Inc | 11,177 | $12.5M | 0.02% | +630+6.0% | Added |
| Alliancebernstein L.P. | 10,872 | $12.1M | 0.01% | −40−0.4% | Reduced |
| JRM Investment Counsel, LLC | 10,587 | $11.8M | 5.23% | −1,321−11.1% | Reduced |
| Lord, Abbett & Co. LLC | 10,532 | $11.7M | 0.04% | −520−4.7% | Reduced |
| Palisade Capital Management LLC | 8,513 | $9.50M | 0.27% | −15−0.2% | Reduced |
| Calamos Advisors LLC | 8,162 | $9.10M | 0.05% | −31−0.4% | Reduced |
| RB Capital Management, LLC | 8,114 | $9.05M | 2.93% | −88−1.1% | Reduced |
| AEGON USA Investment Management, LLC | 8,000 | $8.96M | 6.46% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,735 | $8.62M | 0.08% | +2,457+46.6% | Added |
| Conning Inc. | 7,465 | $8.35M | 0.30% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,518 | $7.27M | 0.16% | +742+12.8% | Added |
| UBS Group AG | 6,177 | $6.89M | 0.00% | +141+2.3% | Added |
| JPMorgan Chase & Co | 6,035 | $6.73M | 0.00% | +223+3.8% | Added |
| Penn Mutual Asset Management, LLC | 6,000 | $6.69M | 6.27% | 00.0% | Unchanged |
| Raymond James & Associates | 5,993 | $6.68M | 0.01% | −2,084−25.8% | Reduced |
| Western Asset Management Company, LLC | 5,865 | $6.54M | 2.98% | 00.0% | Unchanged |
| Wellington Management Group LLP | 5,766 | $6.41M | 0.00% | +1,962+51.6% | Added |
| Crawford Investment Counsel Inc | 5,637 | $6.27M | 0.14% | +21+0.4% | Added |
| Norris Perne & French LLP | 5,608 | $6.25M | 0.55% | −22−0.4% | Reduced |
| Phraction Management LLC | 5,350 | $5.97M | 2.88% | +416+8.4% | Added |
| Stifel Financial Corp | 4,830 | $5.38M | 0.01% | −119−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 4,785 | $5.33M | 0.01% | +271+6.0% | Added |
| Jefferies Financial Group Inc. | 4,781 | $5.33M | 0.13% | +31+0.7% | Added |
| Advisor Group Holdings, Inc. | 4,480 | $5.01M | 0.01% | +1,794+66.8% | Added |
| Neuberger Berman Group LLC | 4,289 | $4.78M | 0.00% | −370−7.9% | Reduced |
| Rational Advisors LLC | 4,200 | $4.68M | 0.42% | +2,900+223.1% | Added |
| Mariner, LLC | 4,069 | $4.54M | 0.01% | −416−9.3% | Reduced |
| Hudson Capital Management LLC | 4,020 | $4.48M | 1.79% | +149+3.8% | Added |
| LPL Financial LLC | 3,948 | $4.40M | 0.00% | +831+26.7% | Added |
| Bessemer Group Inc | 3,787 | $4.22M | 0.01% | +1,516+66.8% | Added |
| Laffer Tengler Investments | 3,671 | $4.10M | 1.21% | −148−3.9% | Reduced |
| Knightsbridge Asset Management, LLC | 3,680 | $4.10M | 1.29% | +232+6.7% | Added |
| Edgemoor Investment Advisors, Inc. | 3,584 | $4.00M | 0.47% | +86+2.5% | Added |
| Wells Fargo & Company | 3,427 | $3.82M | 0.00% | +47+1.4% | Added |
| Goldman Sachs Group Inc | 3,281 | $3.66M | 0.00% | +10.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $3.46M | 0.25% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,022 | $3.37M | 0.00% | +1,495+97.9% | Added |
| SG Americas Securities, LLC | 3,000 | $3.35M | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,916 | $3.25M | 0.01% | +3+0.1% | Added |
| Relative Value Partners Group, LLC | 2,799 | $3.12M | 0.21% | +2,799 | New |
| Wittenberg Investment Management, Inc. | 2,629 | $2.93M | 1.07% | −35−1.3% | Reduced |
| Keystone Financial Group | 2,585 | $2.88M | 0.48% | +9+0.3% | Added |
| First Foundation Advisors | 2,526 | $2.82M | 0.13% | −290−10.3% | Reduced |
| Graypoint LLC | 2,522 | $2.81M | 0.26% | +2,098+494.8% | Added |
| Agf Management Ltd | 2,500 | $2.79M | 0.02% | +850+51.5% | Added |
| Summitry LLC | 2,377 | $2.65M | 0.17% | −46−1.9% | Reduced |
| Envestnet Asset Management Inc | 2,340 | $2.61M | 0.00% | +316+15.6% | Added |
| CI Private Wealth, LLC | 2,085 | $2.32M | 0.01% | −3−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,970 | $2.20M | 0.01% | +1,970 | New |
| Seven Springs Wealth Group, LLC | 1,967 | $2.19M | 1.05% | +2+0.1% | Added |
| CSM Advisors, LLC | 1,750 | $1.95M | 0.17% | 00.0% | Unchanged |
| Everett Harris & Co | 1,710 | $1.91M | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,615 | $1.80M | 0.40% | −162−9.1% | Reduced |
| Bowie Capital Management, LLC | 1,600 | $1.78M | 0.23% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,530 | $1.71M | 0.00% | +18+1.2% | Added |
| Marathon Capital Management | 1,474 | $1.64M | 0.41% | 00.0% | Unchanged |
| Truist Financial Corp | 1,434 | $1.60M | 0.00% | −46−3.1% | Reduced |
| SEI Investments Co | 1,428 | $1.59M | 0.00% | +30+2.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,375 | $1.53M | 0.00% | −154−10.1% | Reduced |
| Ameriprise Financial Inc | 1,291 | $1.44M | 0.00% | +890+221.9% | Added |
| National Bank of Canada | 1,228 | $1.34M | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,150 | $1.28M | 0.00% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,133 | $1.26M | 0.29% | 00.0% | Unchanged |
| American Century Companies Inc | 1,113 | $1.24M | 0.00% | +875+367.6% | Added |
| StoneX Group Inc. | 1,103 | $1.23M | 0.13% | +24+2.2% | Added |
| Asset Allocation & Management Company, LLC | 1,100 | $1.22M | 0.73% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,036 | $1.16M | 1.31% | −8−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,036 | $1.16M | 0.01% | +369+55.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $1.11M | 0.00% | 00.0% | Unchanged |