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; 2,883 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lebenthal Global Advisors, LLC | 18,138 | $741.1K | 0.22% | −414−2.2% | Reduced |
| Sittner & Nelson, LLC | 18,159 | $742.0K | 0.43% | +495+2.8% | Added |
| WP Advisors, LLC | 18,169 | $742.4K | 0.31% | +151+0.8% | Added |
| First National Trust Co | 18,233 | $745.0K | 0.04% | −1,735−8.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 18,263 | $746.2K | 0.07% | −2,869−13.6% | Reduced |
| Delap Wealth Advisory, LLC | 18,350 | $749.8K | 0.72% | +619+3.5% | Added |
| Sciencast Management LP | 18,355 | $750.0K | 0.34% | +6,455+54.2% | Added |
| Jackson Creek Investment Advisors LLC | 18,432 | $753.0K | 0.32% | +18,432 | New |
| Brookstone Capital Management | 18,310 | $754.0K | 0.02% | −1,267−6.5% | Reduced |
| First National Bank Sioux Falls | 18,457 | $754.2K | 0.45% | −1,617−8.1% | Reduced |
| Great Valley Advisor Group, Inc. | 18,562 | $758.0K | 0.03% | +240+1.3% | Added |
| Boit C F David | 19,363 | $767.0K | 0.52% | −3,800−16.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,802 | $768.2K | 0.49% | +120+0.6% | Added |
| Ramiah Investment Group | 18,890 | $771.8K | 0.80% | −5,266−21.8% | Reduced |
| Castle Rock Wealth Management, LLC | 19,503 | $772.9K | 0.26% | +30.0% | Added |
| Gotham Asset Management, LLC | 18,952 | $774.4K | 0.02% | −6,096−24.3% | Reduced |
| Sentry LLC | 18,984 | $775.7K | 0.16% | −450−2.3% | Reduced |
| Annandale Capital, LLC | 19,025 | $777.0K | 0.23% | −68−0.4% | Reduced |
| Bremer Bank National Association | 19,018 | $777.1K | 0.15% | −1,088−5.4% | Reduced |
| Triad Investment Management | 19,036 | $777.8K | 1.14% | 00.0% | Unchanged |
| XML Financial, LLC | 19,078 | $779.5K | 0.09% | +1,158+6.5% | Added |
| VELA Investment Management, LLC | 19,088 | $779.9K | 0.34% | 00.0% | Unchanged |
| Mather Group, LLC. | 19,105 | $780.6K | 0.01% | +3,032+18.9% | Added |
| Stewart & Patten Co LLC | 19,120 | $781.2K | 0.14% | −300−1.5% | Reduced |
| DMG Group, LLC | 19,127 | $781.6K | 0.79% | −113−0.6% | Reduced |
| Colony Group LLC | 19,207 | $785.0K | 0.01% | −1,021−5.0% | Reduced |
| Financial Counselors Inc | 19,310 | $789.0K | 0.02% | −948−4.7% | Reduced |
| Cornerstone Wealth Management, LLC | 19,490 | $796.3K | 0.08% | +571+3.0% | Added |
| Arete Wealth Advisors, LLC | 20,096 | $797.4K | 0.14% | +9,819+95.5% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 19,542 | $798.5K | 1.06% | 00.0% | Unchanged |
| Main Street Research LLC | 19,578 | $800.0K | 0.08% | −37−0.2% | Reduced |
| First PREMIER Bank | 19,663 | $803.0K | 0.25% | +11,323+135.8% | Added |
| Busey Wealth Management | 19,653 | $803.0K | 0.03% | −1,202−5.8% | Reduced |
| Johnson Investment Counsel Inc | 19,698 | $804.9K | 0.01% | +4,446+29.2% | Added |
| Fragasso Group Inc. | 19,791 | $808.7K | 0.08% | −28,178−58.7% | Reduced |
| Investors Research Corp | 19,825 | $810.0K | 0.21% | −386−1.9% | Reduced |
| Lindbrook Capital, LLC | 19,911 | $813.6K | 0.09% | −1,293−6.1% | Reduced |
| Triumph Capital Management | 19,925 | $814.2K | 0.37% | −5,521−21.7% | Reduced |
| Harbor Advisors LLC | 20,000 | $817.2K | 0.18% | 00.0% | Unchanged |
| Spire Wealth Management | 20,025 | $818.2K | 0.03% | −5,893−22.7% | Reduced |
| Bristlecone Advisors, LLC | 20,033 | $818.5K | 0.09% | −200−1.0% | Reduced |
| CX Institutional | 20,063 | $819.8K | 0.05% | +500+2.6% | Added |
| Private Wealth Group, LLC | 20,112 | $821.8K | 0.54% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 20,213 | $825.9K | 0.16% | 00.0% | Unchanged |
| Caldwell Trust Co | 20,217 | $826.1K | 0.11% | −113−0.6% | Reduced |
| ZWJ Investment Counsel Inc | 20,299 | $829.4K | 0.05% | +2,365+13.2% | Added |
| Sage Rhino Capital LLC | 20,321 | $830.3K | 0.23% | −173−0.8% | Reduced |
| BLB&B Advisors, LLC | 20,353 | $831.6K | 0.06% | −255−1.2% | Reduced |
| Compagnie Lombard Odier SCmA | 20,359 | $831.9K | 0.02% | −2,443−10.7% | Reduced |
| Telos Capital Management, Inc. | 20,391 | $833.2K | 0.12% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20,392 | $833.2K | 0.24% | +5,647+38.3% | Added |
| American State Bank (Iowa) | 20,399 | $833.5K | 0.60% | +188+0.9% | Added |
| Accredited Investors Inc. | 20,419 | $834.3K | 0.06% | +1,853+10.0% | Added |
| London & Capital Asset Management Ltd | 20,467 | $836.3K | 0.08% | −39−0.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 20,551 | $839.7K | 0.25% | +1,398+7.3% | Added |
| Western Wealth Management, LLC | 20,588 | $841.2K | 0.07% | −905−4.2% | Reduced |
| RIA Advisory Group LLC | 20,633 | $843.0K | 0.38% | +711+3.6% | Added |
| Csenge Advisory Group | 20,723 | $846.7K | 0.06% | +1,497+7.8% | Added |
| Independent Financial Group, LLC | 20,818 | $850.6K | 0.06% | +2,144+11.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 21,504 | $853.5K | 0.12% | −790−3.5% | Reduced |
| Pioneer Trust Bank N A | 20,900 | $854.0K | 0.28% | −765−3.5% | Reduced |
| Stratos Wealth Advisors, LLC | 21,029 | $859.3K | 0.06% | +2,009+10.6% | Added |
| Capital Investment Advisory Services, LLC | 21,030 | $859.3K | 0.09% | −95−0.4% | Reduced |
| Ethic Inc. | 21,121 | $863.0K | 0.03% | +3,683+21.1% | Added |
| Private Trust Co NA | 21,137 | $863.7K | 0.11% | −7,819−27.0% | Reduced |
| Kanawha Capital Management LLC | 21,139 | $863.7K | 0.08% | −30,903−59.4% | Reduced |
| Boothbay Fund Management, LLC | 21,162 | $864.7K | 0.03% | +2,146+11.3% | Added |
| Sepio Capital, LP | 21,203 | $866.4K | 0.07% | −13,563−39.0% | Reduced |
| Sentry Investment Management LLC | 21,208 | $867.0K | 0.42% | −5,137−19.5% | Reduced |
| Kennedy Investment Group | 21,220 | $867.0K | 0.52% | −60.0% | Reduced |
| Salem Investment Counselors Inc | 21,236 | $867.7K | 0.03% | −1,475−6.5% | Reduced |
| Bartlett & Co. LLC | 21,245 | $868.0K | 0.02% | −3,660−14.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 21,245 | $868.1K | 0.02% | −3,660−14.7% | Reduced |
| Point72 Asset Management, L.P. | 21,267 | $869.0K | 0.00% | +21,267 | New |
| Seneca Financial Advisors LLC | 21,273 | $869.2K | 0.60% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 21,285 | $869.7K | 0.02% | +1,487+7.5% | Added |
| Courier Capital LLC | 21,287 | $869.8K | 0.07% | −3,950−15.7% | Reduced |
| WealthPLAN Partners, LLC | 21,287 | $869.8K | 0.10% | −515−2.4% | Reduced |
| CenterStar Asset Management, LLC | 21,310 | $871.0K | 2.36% | +2,582+13.8% | Added |
| Excalibur Management Corp | 21,463 | $877.0K | 0.46% | −565−2.6% | Reduced |
| Laurel Wealth Advisors LLC | 21,501 | $878.5K | 0.19% | −736−3.3% | Reduced |
| Investors Asset Management of Georgia Inc | 22,226 | $879.4K | 0.49% | −656−2.9% | Reduced |
| IHT Wealth Management, LLC | 21,570 | $881.3K | 0.04% | +622+3.0% | Added |
| Wunderlich Capital Managemnt | 21,635 | $884.0K | 0.44% | −10.0% | Reduced |
| Private Management Group Inc | 21,660 | $885.0K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 21,663 | $885.1K | 0.10% | −41,854−65.9% | Reduced |
| RNC Capital Management LLC | 21,698 | $886.6K | 0.06% | −1,336−5.8% | Reduced |
| Avantax Planning Partners, Inc. | 21,813 | $891.3K | 0.04% | +225+1.0% | Added |
| Pacific Center for Financial Services | 21,832 | $892.0K | 0.30% | −1,275−5.5% | Reduced |
| AlphaStar Capital Management, LLC | 21,834 | $892.2K | 0.11% | +579+2.7% | Added |
| Ruffer LLP | 22,000 | $899.6K | 0.05% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 22,096 | $905.5K | 0.47% | +71+0.3% | Added |
| Ameritas Advisory Services, LLC | 22,021 | $906.1K | 0.05% | +12,257+125.5% | Added |
| HBK Sorce Advisory LLC | 22,298 | $911.1K | 0.04% | +3,968+21.6% | Added |
| Jaffetilchin Investment Partners, LLC | 22,320 | $912.0K | 0.10% | +182+0.8% | Added |
| Aspire Private Capital, LLC | 22,361 | $913.7K | 0.30% | +1,687+8.2% | Added |
| Foresight Global Investors, Inc. | 22,443 | $917.0K | 0.51% | −9,620−30.0% | Reduced |
| Rossmore Private Capital | 22,474 | $918.3K | 0.14% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 22,579 | $922.6K | 0.58% | −2,160−8.7% | Reduced |
| Lodestar Private Asset Management LLC | 22,588 | $922.9K | 0.16% | −3,654−13.9% | Reduced |