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.
Q3 2023 vs. Q2 2023
How the institutions holding Wells Fargo & Company changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 232 | 236 | +4 |
| Shares | 4.72M | 4.62M | −97.8K (−2.1%) |
| Value | $3.40B | $3.28B | −$119.2M (−3.5%) |
New holders (20)
Institutions that held Wells Fargo & Company at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Jane Street Group, LLC | 14,337 | $16.0M | 0.02% |
| Relative Value Partners Group, LLC | 2,799 | $3.12M | 0.21% |
| CIBC Private Wealth Group, LLC | 1,970 | $2.20M | 0.01% |
| Icon Advisers Inc | 700 | $780.0K | 0.19% |
| Zazove Associates LLC | 687 | $766.0K | 0.08% |
| Comerica Bank | 557 | $621.1K | 0.00% |
| Pathway Financial Advisers, LLC | 535 | $596.5K | 0.25% |
| Wealth Enhancement Advisory Services, LLC | 511 | $569.8K | 0.00% |
| Equitable Holdings, Inc. | 300 | $334.5K | 0.00% |
| Ballentine Partners, LLC | 251 | $279.9K | 0.01% |
| Barclays PLC | 200 | $223.0K | 0.00% |
| Obermeyer Wood Investment Counsel, LLLP | 191 | $213.0K | 0.02% |
| Riverview Trust Co | 167 | $186.2K | 0.17% |
| International Assets Investment Management, LLC | 51,040 | $93.1K | 0.01% |
| NBC Securities, Inc. | 52 | $57.0K | 0.01% |
| Tower Research Capital LLC (TRC) | 8 | $8.92K | 0.00% |
| Activest Wealth Management | 7 | $7.80K | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $2.23K | 0.00% |
| Tyler-Stone Wealth Management | 2 | $2.00K | 0.00% |
| Global Retirement Partners, LLC | 1 | $1.07K | 0.00% |
Sold out (16)
Institutions that held Wells Fargo & Company at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Income Research & Management | 852 | $981.9K |
| Searle & Co. | 654 | $771.1K |
| TCG Advisory Services, LLC | 439 | $505.7K |
| Savant Capital, LLC | 350 | $403.2K |
| HRT Financial LP | 347 | $399.0K |
| Susquehanna International Group, LLP | 302 | $347.9K |
| Citadel Advisors LLC | 301 | $346.8K |
| DFPG Investments, LLC | 267 | $305.2K |
| Mercer Global Advisors Inc | 233 | $268.0K |
| TownSquare Capital, LLC | 217 | $250.0K |
| Journey Advisory Group, LLC | 175 | $201.6K |
| Coombe, Bender & Co LLC | 146 | $168.2K |
| WealthPLAN Partners, LLC | 87 | $100.2K |
| Millennium Management LLC | 45,000 | $51.8K |
| Farmers & Merchants Investments Inc | 34 | $39.2K |
| AdvisorNet Financial, Inc | 2 | $2.30K |