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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
Fernwood Investment Management, LLC484$539.7K0.19%00.0%Unchanged
Farther Finance Advisors, LLC484$539.7K0.08%+148+44.0%Added
UBS Asset Management Americas Inc–$557.5K0.00%––
Independent Wealth Network Inc.505$563.1K0.35%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC511$569.8K0.00%+511New
Pekin Hardy Strauss, Inc.515$574.2K0.09%00.0%Unchanged
First Hawaiian Bank529$589.8K0.02%−60−10.2%Reduced
Pathway Financial Advisers, LLC535$596.5K0.25%+535New
Valeo Financial Advisors, LLC81,836$599.8K0.03%−360.0%Reduced
D.A. Davidson & Co.541$603.2K0.01%+118+27.9%Added
Comerica Bank557$621.1K0.00%+557New
United Capital Financial Advisers, LLC570$635.5K0.00%00.0%Unchanged
Wedbush Securities Inc578$644.0K0.03%00.0%Unchanged
Level Four Advisory Services, LLC578$644.5K0.04%−117−16.8%Reduced
Bowman & Co S.C.579$647.7K0.52%+3+0.5%Added
Buckingham Strategic Wealth, LLC602$671.2K0.01%−13−2.1%Reduced
Whittier Trust Co of Nevada Inc610$680.1K0.02%+62+11.3%Added
HighTower Advisors, LLC628$698.0K0.00%+41+7.0%Added
Islay Capital Management, LLC635$708.0K0.61%00.0%Unchanged
Ingalls & Snyder LLC643$717.0K0.03%−5−0.8%Reduced
Zazove Associates LLC687$766.0K0.08%+687New
Icon Advisers Inc700$780.0K0.19%+700New
Chilton Investment Co LLC731$815.1K0.03%00.0%Unchanged
Chicago Partners Investment Group LLC812$858.9K0.05%−221−21.4%Reduced
US Bancorp778$867.5K0.00%−100−11.4%Reduced
Van Hulzen Asset Management, LLC783$873.0K0.07%−23−2.9%Reduced
Chilton Capital Management LLC786$876.4K0.05%−5−0.6%Reduced
Pennsylvania Capital Management Inc825$919.9K0.38%00.0%Unchanged
Scotia Capital Inc.862$961.1K0.01%00.0%Unchanged
LexAurum Advisors, LLC876$976.7K0.29%−50−5.4%Reduced
Russell Investments Group, Ltd.900,000$1.00M0.00%00.0%Unchanged
Captrust Financial Advisors916$1.02M0.00%−5−0.5%Reduced
Bank of Montreal934$1.08M0.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc987$1.10M0.29%−40−3.9%Reduced
Montag A & Associates Inc990$1.10M0.07%−110−10.0%Reduced
Coastwise Capital Group, LLC27,180$1.11M1.27%+7,073+35.2%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,000$1.11M0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.1,036$1.16M0.01%+369+55.3%Added
Seelaus Asset Management LLC1,036$1.16M1.31%−8−0.8%Reduced
Asset Allocation & Management Company, LLC1,100$1.22M0.73%00.0%Unchanged
StoneX Group Inc.1,103$1.23M0.13%+24+2.2%Added
American Century Companies Inc1,113$1.24M0.00%+875+367.6%Added
Founders Capital Management, LLC1,133$1.26M0.29%00.0%Unchanged
Cohen & Steers, Inc.1,150$1.28M0.00%00.0%Unchanged
National Bank of Canada1,228$1.34M0.00%00.0%Unchanged
Ameriprise Financial Inc1,291$1.44M0.00%+890+221.9%Added
Raymond James Financial Services Advisors, Inc.1,375$1.53M0.00%−154−10.1%Reduced
SEI Investments Co1,428$1.59M0.00%+30+2.1%Added
Truist Financial Corp1,434$1.60M0.00%−46−3.1%Reduced
Marathon Capital Management1,474$1.64M0.41%00.0%Unchanged
Baird Financial Group, Inc.1,530$1.71M0.00%+18+1.2%Added
Bowie Capital Management, LLC1,600$1.78M0.23%00.0%Unchanged
Schnieders Capital Management LLC1,615$1.80M0.40%−162−9.1%Reduced
Everett Harris & Co1,710$1.91M0.03%00.0%Unchanged
CSM Advisors, LLC1,750$1.95M0.17%00.0%Unchanged
Seven Springs Wealth Group, LLC1,967$2.19M1.05%+2+0.1%Added
CIBC Private Wealth Group, LLC1,970$2.20M0.01%+1,970New
CI Private Wealth, LLC2,085$2.32M0.01%−3−0.1%Reduced
Envestnet Asset Management Inc2,340$2.61M0.00%+316+15.6%Added
Summitry LLC2,377$2.65M0.17%−46−1.9%Reduced
Agf Management Ltd2,500$2.79M0.02%+850+51.5%Added
Graypoint LLC2,522$2.81M0.26%+2,098+494.8%Added
First Foundation Advisors2,526$2.82M0.13%−290−10.3%Reduced
Keystone Financial Group2,585$2.88M0.48%+9+0.3%Added
Wittenberg Investment Management, Inc.2,629$2.93M1.07%−35−1.3%Reduced
Relative Value Partners Group, LLC2,799$3.12M0.21%+2,799New
Janney Montgomery Scott LLC2,916$3.25M0.01%+3+0.1%Added
SG Americas Securities, LLC3,000$3.35M0.04%00.0%Unchanged
Macquarie Group Ltd3,022$3.37M0.00%+1,495+97.9%Added
Deroy & Devereaux Private Investment Counsel Inc3,102$3.46M0.25%00.0%Unchanged
Goldman Sachs Group Inc3,281$3.66M0.00%+10.0%Added
Wells Fargo & Company3,427$3.82M0.00%+47+1.4%Added
Edgemoor Investment Advisors, Inc.3,584$4.00M0.47%+86+2.5%Added
Knightsbridge Asset Management, LLC3,680$4.10M1.29%+232+6.7%Added
Laffer Tengler Investments3,671$4.10M1.21%−148−3.9%Reduced
Bessemer Group Inc3,787$4.22M0.01%+1,516+66.8%Added
LPL Financial LLC3,948$4.40M0.00%+831+26.7%Added
Hudson Capital Management LLC4,020$4.48M1.79%+149+3.8%Added
Mariner, LLC4,069$4.54M0.01%−416−9.3%Reduced
Rational Advisors LLC4,200$4.68M0.42%+2,900+223.1%Added
Neuberger Berman Group LLC4,289$4.78M0.00%−370−7.9%Reduced
Advisor Group Holdings, Inc.4,480$5.01M0.01%+1,794+66.8%Added
Jefferies Financial Group Inc.4,781$5.33M0.13%+31+0.7%Added
Commonwealth Equity Services, LLC4,785$5.33M0.01%+271+6.0%Added
Stifel Financial Corp4,830$5.38M0.01%−119−2.4%Reduced
Phraction Management LLC5,350$5.97M2.88%+416+8.4%Added
Norris Perne & French LLP5,608$6.25M0.55%−22−0.4%Reduced
Crawford Investment Counsel Inc5,637$6.27M0.14%+21+0.4%Added
Wellington Management Group LLP5,766$6.41M0.00%+1,962+51.6%Added
Western Asset Management Company, LLC5,865$6.54M2.98%00.0%Unchanged
Raymond James & Associates5,993$6.68M0.01%−2,084−25.8%Reduced
Penn Mutual Asset Management, LLC6,000$6.69M6.27%00.0%Unchanged
JPMorgan Chase & Co6,035$6.73M0.00%+223+3.8%Added
UBS Group AG6,177$6.89M0.00%+141+2.3%Added
Stratos Wealth Partners, LTD.6,518$7.27M0.16%+742+12.8%Added
Conning Inc.7,465$8.35M0.30%00.0%Unchanged
Kestra Advisory Services, LLC7,735$8.62M0.08%+2,457+46.6%Added
AEGON USA Investment Management, LLC8,000$8.96M6.46%00.0%Unchanged
RB Capital Management, LLC8,114$9.05M2.93%−88−1.1%Reduced
Calamos Advisors LLC8,162$9.10M0.05%−31−0.4%Reduced