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Livermore
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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; 2,882 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, 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
1,976
+2 vs. Q2 2023
Shares held
2.70B
−13.4M (−0.5%) vs. Q2 2023
Total value
$110.1B
−$5.23B (−4.5%) vs. Q2 2023
New holders
121
722 more added
Sold out
119
823 more reduced

22 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,976 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,882 institutions
Value heldQ3 2023: $110.1B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,882$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

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 in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.1$520.00%−42−97.7%Reduced
Buck Wealth Strategies, LLC10$4090.00%+10New
Briaud Financial Planning, Inc46$1.00K0.00%+46New
USA Financial Portformulas Corp25$1.02K0.00%00.0%Unchanged
Hallmark Capital Management Inc26$1.06K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.37$1.51K0.00%−48−56.5%Reduced
Authentikos Wealth Advisory, LLC41$1.68K0.00%+41New
Dividend Assets Capital, LLC55$2.00K0.00%−25−31.3%Reduced
ClariVest Asset Management LLC53$2.00K0.00%+8+17.8%Added
Insight Inv LLC50$2.06K0.00%+50New
Delos Wealth Advisors, LLC50$2.06K0.00%00.0%Unchanged
ZRC Wealth Management, LLC60$2.45K0.00%00.0%Unchanged
Team Financial Group, LLC62$2.53K0.00%+62New
Chesapeake Asset Management LLC63$2.57K0.00%00.0%Unchanged
Albion Financial Group67$2.74K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC68$2.78K0.00%00.0%Unchanged
Delta Accumulation, LLC73$2.98K0.04%00.0%Unchanged
Your Advocates Ltd., LLP73$2.99K0.00%00.0%Unchanged
AlphaMark Advisors, LLC80$3.00K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC79$3.23K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC88$3.60K0.00%+88New
Toth Financial Advisory Corp93$3.80K0.00%00.0%Unchanged
Live Oak Investment Partners–$4.09K0.00%––
Tanglewood Legacy Advisors, LLC100$4.09K0.00%00.0%Unchanged
Eukles Asset Management101$4.13K0.00%00.0%Unchanged
Granite FO LLC108$4.41K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC113$4.62K0.00%00.0%Unchanged
Insight Financial Services118$4.82K0.01%00.0%Unchanged
Benjamin Edwards Inc123$5.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC128$5.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC135$5.52K0.00%−10−6.9%Reduced
PayPay Securities Corp140$5.72K0.28%00.0%Unchanged
TSFG, LLC138$6.00K0.00%00.0%Unchanged
Quarry LP148$6.05K0.00%−485−76.6%Reduced
Global Wealth Management Investment Advisory, Inc.151$6.17K0.00%00.0%Unchanged
Center for Financial Planning, Inc.156$6.38K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC160$6.54K0.00%00.0%Unchanged
Castleview Partners, LLC168$6.86K0.01%00.0%Unchanged
Princeton Global Asset Management LLC194$7.93K0.00%+1+0.5%Added
Jamison Private Wealth Management, Inc.195$7.97K0.00%+195New
Motco205$8.38K0.00%00.0%Unchanged
Kozak & Associates, Inc.216$8.56K0.00%+2+0.9%Added
Gleason Group, Inc.223$9.11K0.00%+2+0.9%Added
Horizon Bancorp Inc255$10.0K0.01%−264−50.9%Reduced
Coston, McIsaac & Partners258$10.0K0.00%+1+0.4%Added
Norwood Financial Corp250$10.2K0.02%00.0%Unchanged
VisionPoint Advisory Group, LLC255$10.4K0.00%00.0%Unchanged
CGC Financial Services, LLC280$11.4K0.01%00.0%Unchanged
Hanson & Doremus Investment Management295$12.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.300$12.3K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.303$12.4K0.01%+303New
Bourgeon Capital Management LLC308$12.6K0.00%00.0%Unchanged
PFS Partners, LLC311$12.7K0.01%00.0%Unchanged
America First Investment Advisors, LLC341$13.9K0.00%00.0%Unchanged
Archer Investment Corp341$13.9K0.00%00.0%Unchanged
Venturi Wealth Management, LLC348$14.2K0.00%−2,852−89.1%Reduced
Veritas Investment Partners (UK) Ltd.350$14.3K0.00%00.0%Unchanged
Stephens Consulting, LLC355$14.5K0.01%00.0%Unchanged
Newton One Investments LLC356$14.5K0.01%+3+0.8%Added
Atlas Capital Advisors LLC361$14.8K0.00%−1,700−82.5%Reduced
Raffa Wealth Management, LLC366$15.0K0.01%00.0%Unchanged
Focused Wealth Management, Inc378$15.5K0.00%−71−15.8%Reduced
Costello Asset Management, INC398$16.3K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.418$17.0K0.01%+3+0.7%Added
MB, Levis & Associates, LLC419$17.1K0.01%+4+1.0%Added
NewSquare Capital LLC424$17.3K0.00%+29+7.3%Added
Nalls Sherbakoff Group, LLC440$18.0K0.02%00.0%Unchanged
Knott David M Jr438$18.0K0.01%00.0%Unchanged
Byrne Asset Management LLC450$18.0K0.01%00.0%Unchanged
Stone House Investment Management, LLC461$18.8K0.01%+4+0.9%Added
JDM Financial Group LLC465$19.0K0.02%00.0%Unchanged
Red Tortoise LLC476$19.4K0.01%+283+146.6%Added
Sanctuary Wealth Management, L.L.C.477$19.5K0.02%00.0%Unchanged
Barrett & Company, Inc.477$19.5K0.01%−188−28.3%Reduced
Bellevue Asset Management, LLC483$19.8K0.01%+3+0.6%Added
AM Squared Ltd500$20.4K0.03%−900−64.3%Reduced
Orion Capital Management LLC500$20.4K0.01%+500New
RE Dickinson Investment Advisors, LLC520$21.0K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC534$21.8K0.02%00.0%Unchanged
Dougherty Wealth Advisers LLC535$21.9K0.03%00.0%Unchanged
Level Financial Advisors, Inc.542$22.2K0.01%+4+0.7%Added
St. Johns Investment Management Company, LLC553$22.6K0.01%00.0%Unchanged
Private Ocean, LLC570$23.3K0.00%00.0%Unchanged
Financial Freedom, LLC572$23.4K0.02%−18−3.1%Reduced
Resurgent Financial Advisors LLC581$23.7K0.02%−325−35.9%Reduced
Carmel Capital Partners, LLC590$24.1K0.01%+340+136.0%Added
AllSquare Wealth Management LLC600$24.5K0.02%−6−1.0%Reduced
RFP Financial Group LLC602$24.6K0.01%00.0%Unchanged
Financial Management Professionals, Inc.623$25.0K0.00%+96+18.2%Added
Fortis Group Advisors, LLC620$25.3K0.01%+620New
Truvestments Capital LLC620$25.3K0.01%−17−2.7%Reduced
Sutton Wealth Advisors Inc.627$25.6K0.01%−52−7.7%Reduced
Cornerstone Planning Group LLC633$25.9K0.01%+74+13.2%Added
SkyView Investment Advisors, LLC640$26.0K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC643$26.3K0.01%00.0%Unchanged
Silicon Valley Capital Partners648$26.5K0.00%+4+0.6%Added
TFC Financial Management655$26.8K0.01%00.0%Unchanged
Kapitalo Investimentos Ltda682$27.9K0.00%+108+18.8%Added
IMA Wealth, Inc.693$28.3K0.01%00.0%Unchanged
Timber Creek Capital Management LLC700$28.6K0.01%00.0%Unchanged