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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.

Other share classesWFCWFCNPWFC.PAWFC.PCWFC.PDWFC.PYWFC.PZ

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.

Institutional holdersQ3 2023: 236 institutions
Q1 2021: 30 institutionsQ2 2021: 27 institutionsQ3 2021: 26 institutionsQ4 2021: 221 institutionsQ1 2022: 210 institutionsQ2 2022: 234 institutionsQ3 2022: 232 institutionsQ4 2022: 242 institutionsQ1 2023: 241 institutionsQ2 2023: 232 institutionsQ3 2023: 236 institutionsQ4 2023: 246 institutionsQ1 2024: 254 institutionsQ2 2024: 253 institutionsQ3 2024: 258 institutionsQ4 2024: 259 institutionsQ1 2025: 267 institutionsQ2 2025: 275 institutionsQ3 2025: 255 institutionsQ4 2025: 268 institutionsQ1 2026: 266 institutionsQ2 2026: 256 institutions
Value heldQ3 2023: $3.28B
Q1 2021: $48.3MQ2 2021: $56.9MQ3 2021: $49.1MQ4 2021: $3.30BQ1 2022: $2.61BQ2 2022: $2.40BQ3 2022: $2.85BQ4 2022: $2.83BQ1 2023: $2.76BQ2 2023: $3.40BQ3 2023: $3.28BQ4 2023: $2.92BQ1 2024: $2.96BQ2 2024: $3.03BQ3 2024: $3.12BQ4 2024: $2.85BQ1 2025: $2.90BQ2 2025: $2.78BQ3 2025: $2.93BQ4 2025: $2.86BQ1 2026: $2.48BQ2 2026: $2.65B
Institutions holding WFC.PL and their total value by quarter
QuarterHoldersValue
Q2 2026256$2.65B
Q1 2026266$2.48B
Q4 2025268$2.86B
Q3 2025255$2.93B
Q2 2025275$2.78B
Q1 2025267$2.90B
Q4 2024259$2.85B
Q3 2024258$3.12B
Q2 2024253$3.03B
Q1 2024254$2.96B
Q4 2023246$2.92B
Q3 2023236$3.28B
Q2 2023232$3.40B
Q1 2023241$2.76B
Q4 2022242$2.83B
Q3 2022232$2.85B
Q2 2022234$2.40B
Q1 2022210$2.61B
Q4 2021221$3.30B
Q3 202126$49.1M
Q2 202127$56.9M
Q1 202130$48.3M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2023.

Institutions holding WFC.PL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC83$00.00%00.0%Unchanged
Global Retirement Partners, LLC1$1.07K0.00%+1New
Tyler-Stone Wealth Management2$2.00K0.00%+2New
North Star Investment Management Corp.2$2.23K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC2$2.23K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC2$2.23K0.00%+2New
Asset Dedication, LLC3$3.00K0.00%00.0%Unchanged
Jackson Hole Capital Partners, LLC3$3.35K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC5$5.58K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC5$5.58K0.00%00.0%Unchanged
Concord Wealth Partners5$5.58K0.00%00.0%Unchanged
Hoese & Co LLP5$5.58K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.6$6.48K0.00%00.0%Unchanged
Gradient Investments LLC7$7.80K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.7$7.80K0.00%00.0%Unchanged
Activest Wealth Management7$7.80K0.00%+7New
Tower Research Capital LLC (TRC)8$8.92K0.00%+8New
Financial Advisory Service, Inc.9$10.0K0.00%00.0%Unchanged
Parallel Advisors, LLC10$11.2K0.00%−46−82.1%Reduced
Glenmede Trust Co NA10$11.2K0.00%00.0%Unchanged
Central Trust Co10$11.2K0.00%00.0%Unchanged
Spire Wealth Management13$14.5K0.00%00.0%Unchanged
Manchester Capital Management LLC15$16.7K0.00%00.0%Unchanged
GoalVest Advisory LLC15$16.7K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.20$22.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC20$22.3K0.00%00.0%Unchanged
McIlrath & Eck, LLC22$24.5K0.00%00.0%Unchanged
Global Financial Private Client, LLC25$27.5K0.01%00.0%Unchanged
Albion Financial Group25$27.9K0.00%00.0%Unchanged
Union Savings Bank32$35.7K0.02%00.0%Unchanged
Laurel Wealth Advisors LLC32$35.7K0.01%00.0%Unchanged
Allworth Financial LP33$36.8K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC38$42.4K0.01%00.0%Unchanged
Logan Capital Management Inc44$49.2K0.00%00.0%Unchanged
NBC Securities, Inc.52$57.0K0.01%+52New
Franklin Resources Inc63$70.2K0.00%00.0%Unchanged
Huntington National Bank68$76.1K0.00%00.0%Unchanged
Capital Investment Advisory Services, LLC70$78.0K0.01%00.0%Unchanged
GWM Advisors LLC80$89.2K0.00%−179−69.1%Reduced
Fifth Third Bancorp81$90.3K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co81$90.3K0.00%+38+88.4%Added
International Assets Investment Management, LLC51,040$93.1K0.01%+51,040New
IMA Wealth, Inc.85$94.8K0.02%00.0%Unchanged
Hills Bank & Trust Co90$100.3K0.01%00.0%Unchanged
CWM, LLC92$103.0K0.00%−1−1.1%Reduced
Powell Investment Advisors, LLC100$111.9K0.07%00.0%Unchanged
Steward Partners Investment Advisory, LLC103$114.8K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec103$114.8K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc130$144.9K0.00%00.0%Unchanged
IFP Advisors, Inc150$167.3K0.01%00.0%Unchanged
Brown Brothers Harriman & Co150$167.3K0.00%00.0%Unchanged
Riverview Trust Co167$186.2K0.17%+167New
WealthBridge Capital Management, LLC183$204.2K0.08%+6+3.4%Added
Private Trust Co NA184$205.2K0.03%−8−4.2%Reduced
Montecito Bank & Trust185$205.8K0.05%00.0%Unchanged
Northeast Financial Consultants Inc185$206.3K0.01%00.0%Unchanged
FineMark National Bank & Trust189$210.7K0.01%+2+1.1%Added
HB Wealth Management, LLC190$211.8K0.00%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP191$213.0K0.02%+191New
AlphaCore Capital LLC192$214.5K0.03%−18−8.6%Reduced
Gries Financial LLC199$221.9K0.06%00.0%Unchanged
Sawtooth Solutions, LLC200$223.0K0.01%00.0%Unchanged
Barclays PLC200$223.0K0.00%+200New
Strategic Advisors LLC203$226.8K0.04%00.0%Unchanged
Cove Street Capital, LLC220$235.7K0.08%00.0%Unchanged
RDA Financial Network212$236.4K0.10%00.0%Unchanged
Wambolt & Associates, LLC216$237.7K0.09%−50−18.8%Reduced
Berger Financial Group, Inc221$246.4K0.03%00.0%Unchanged
Ulland Investment Advisors, LLC227$253.0K0.28%−4,432−95.1%Reduced
Gabelli & Co Investment Advisers, Inc.250$278.8K0.05%00.0%Unchanged
First Horizon Advisors, Inc.250$278.8K0.01%00.0%Unchanged
Evanson Asset Management, LLC250$278.8K0.03%00.0%Unchanged
Principle Wealth Partners LLC250$278.8K0.03%00.0%Unchanged
Ballentine Partners, LLC251$279.9K0.01%+251New
The PNC Financial Services Group, Inc.265$295.5K0.00%−11−4.0%Reduced
Cresset Asset Management, LLC270$301.1K0.00%−655−70.8%Reduced
Newman Dignan & Sheerar, Inc.276$307.4K0.10%+3+1.1%Added
Cetera Advisors LLC284$316.7K0.00%+8+2.9%Added
Westshore Wealth, LLC295$328.9K0.18%−11−3.6%Reduced
Hamel Associates, Inc.300$334.5K0.12%00.0%Unchanged
Equitable Holdings, Inc.300$334.5K0.00%+300New
Quest Investment Management LLC310$345.6K0.05%00.0%Unchanged
Heirloom Wealth Management316$352.3K0.16%00.0%Unchanged
Wolverine Asset Management LLC317$353.3K0.01%00.0%Unchanged
Whittier Trust Co317$353.5K0.01%+50+18.7%Added
Smith, Moore & Co.325$362.4K0.05%−80−19.8%Reduced
Michael B. Yongue344$383.6K0.37%−35−9.2%Reduced
Independent Advisor Alliance351$391.4K0.02%−15−4.1%Reduced
Blair William & Co353$393.6K0.00%−34−8.8%Reduced
ELCO Management Co., LLC353$393.6K0.28%00.0%Unchanged
WFA of San Diego, LLC381$424.8K0.44%−21−5.2%Reduced
Nuveen Asset Management, LLC–$426.5K0.00%––
Consolidated Portfolio Review Corp398$443.8K0.11%+31+8.4%Added
Aull & Monroe Investment Management Corp403$449.3K0.23%00.0%Unchanged
Resources Investment Advisors, LLC.409$456.0K0.01%−9−2.2%Reduced
Crew Capital Management, Ltd.427$476.1K0.51%00.0%Unchanged
NewEdge Wealth, LLC437$487.3K0.02%+39+9.8%Added
Vestmark Advisory Solutions, Inc.437$487.3K0.04%+43+10.9%Added
Marathon Trading Investment Management LLC444$495.1K0.38%00.0%Unchanged
Creative Planning450$501.7K0.00%+52+13.1%Added