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 |
|---|---|---|---|---|---|
| Lazari Capital Management, Inc. | 22,602 | $923.5K | 0.55% | −156−0.7% | Reduced |
| Pflug Koory, LLC | 22,654 | $925.6K | 0.54% | −165−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,663 | $926.1K | 0.04% | −1,730−7.1% | Reduced |
| Congress Wealth Management LLC | 22,726 | $928.6K | 0.02% | −511−2.2% | Reduced |
| Washington Trust Co | 22,730 | $928.7K | 0.04% | −1,074−4.5% | Reduced |
| Great Lakes Retirement, Inc. | 22,755 | $929.8K | 0.17% | +1,035+4.8% | Added |
| Massmutual Trust Co FSB | 22,787 | $931.1K | 0.03% | +1,594+7.5% | Added |
| Westmount Partners, LLC | 22,872 | $934.6K | 0.41% | +706+3.2% | Added |
| Sunbelt Securities, Inc. | 22,880 | $934.9K | 0.13% | +39+0.2% | Added |
| Evergreen Capital Management LLC | 22,935 | $937.1K | 0.04% | +69+0.3% | Added |
| Davidson Trust Co | 23,013 | $940.3K | 0.70% | −325−1.4% | Reduced |
| Northern Oak Wealth Management Inc | 23,199 | $947.9K | 0.12% | +4,437+23.6% | Added |
| Hamilton Capital Partners Inc. | 23,200 | $948.0K | 0.34% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 23,213 | $948.5K | 0.28% | +208+0.9% | Added |
| Prudent Man Advisors, LLC | 23,235 | $949.4K | 0.38% | +6,587+39.6% | Added |
| Moneta Group Investment Advisors LLC | 23,295 | $951.8K | 0.02% | −676−2.8% | Reduced |
| GFS Advisors, LLC | 23,328 | $953.0K | 0.15% | +1,120+5.0% | Added |
| Argus Investors' Counsel, Inc. | 23,358 | $954.4K | 0.69% | +1,084+4.9% | Added |
| GFG Capital, LLC | 23,369 | $954.9K | 0.31% | −179−0.8% | Reduced |
| Cercano Management LLC | 23,474 | $959.1K | 0.03% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 23,480 | $959.4K | 0.19% | −1,147−4.7% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 23,501 | $960.3K | 0.26% | +20.0% | Added |
| Lake Street Advisors Group, LLC | 23,562 | $963.0K | 0.06% | +1,338+6.0% | Added |
| Affinity Investment Advisors, LLC | 23,580 | $963.5K | 0.62% | −531−2.2% | Reduced |
| GHP Investment Advisors, Inc. | 23,529 | $963.7K | 0.06% | +284+1.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 23,668 | $967.1K | 0.10% | −1,271−5.1% | Reduced |
| Alps Advisors Inc | 23,743 | $970.1K | 0.01% | +10,312+76.8% | Added |
| Harbour Investments, Inc. | 23,797 | $972.3K | 0.05% | +2,429+11.4% | Added |
| Insight Advisors, LLC | 23,802 | $972.5K | 0.22% | −124−0.5% | Reduced |
| Koss-Olinger Consulting, LLC | 23,873 | $975.0K | 0.14% | +9,683+68.2% | Added |
| Miracle Mile Advisors, LLC | 23,891 | $976.2K | 0.03% | −150−0.6% | Reduced |
| Goodwin Daniel L | 23,900 | $976.6K | 0.47% | −600−2.4% | Reduced |
| Sawyer & Company, Inc | 23,906 | $977.0K | 0.46% | +51+0.2% | Added |
| ISAM Funds (UK) Ltd | 23,987 | $980.1K | 0.62% | +9,810+69.2% | Added |
| First Bank & Trust | 23,991 | $980.3K | 0.26% | +91+0.4% | Added |
| Diametric Capital, LP | 24,055 | $982.9K | 0.41% | +15,735+189.1% | Added |
| Martin & Co Inc | 24,153 | $986.9K | 0.26% | −186−0.8% | Reduced |
| Fisher Asset Management, LLC | 24,164 | $987.3K | 0.00% | +4,614+23.6% | Added |
| Murphy Pohlad Asset Management LLC | 24,270 | $991.7K | 0.43% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 24,283 | $992.2K | 0.23% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 24,346 | $994.8K | 0.02% | −117−0.5% | Reduced |
| Drive Wealth Management, LLC | 24,372 | $995.9K | 0.36% | −10,896−30.9% | Reduced |
| Tealwood Asset Management Inc | 24,390 | $997.0K | 0.51% | 00.0% | Unchanged |
| Valley National Advisers Inc | 24,443 | $999.0K | 0.17% | −894−3.5% | Reduced |
| First National Advisers, LLC | 24,543 | $1.00M | 0.45% | +9,801+66.5% | Added |
| First Citizens Bank & Trust Co | 24,571 | $1.00M | 0.02% | −170−0.7% | Reduced |
| First Horizon Advisors, Inc. | 24,644 | $1.01M | 0.04% | +56+0.2% | Added |
| Cadinha & Co LLC | 24,696 | $1.01M | 0.22% | +100+0.4% | Added |
| Ronald Blue Trust, Inc. | 23,730 | $1.01M | 0.02% | −62−0.3% | Reduced |
| Fulton Bank, N.A. | 24,768 | $1.01M | 0.05% | +2,800+12.7% | Added |
| NBC Securities, Inc. | 24,894 | $1.02M | 0.11% | +24,894 | New |
| Clarius Group, LLC | 25,018 | $1.02M | 0.10% | −6,757−21.3% | Reduced |
| Ostrum Asset Management | 25,020 | $1.02M | 0.09% | −2,956−10.6% | Reduced |
| First Financial Bank - Trust Division | 25,086 | $1.03M | 0.11% | −1,232−4.7% | Reduced |
| Ironwood Investment Counsel, LLC | 25,339 | $1.04M | 0.24% | −3,894−13.3% | Reduced |
| Chicago Partners Investment Group LLC | 26,255 | $1.04M | 0.06% | −2,577−8.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 25,509 | $1.04M | 0.03% | −584−2.2% | Reduced |
| Quadrant Capital Group LLC | 25,526 | $1.04M | 0.10% | +866+3.5% | Added |
| Citadel Investment Advisory, Inc. | 25,557 | $1.04M | 0.68% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 25,555 | $1.04M | 0.21% | −3,056−10.7% | Reduced |
| Holderness Investments Co | 25,595 | $1.05M | 0.41% | −843−3.2% | Reduced |
| Rothschild Investment Corp | 25,608 | $1.05M | 0.09% | −1,937−7.0% | Reduced |
| Thomasville National Bank | 25,695 | $1.05M | 0.10% | −446−1.7% | Reduced |
| TRUE Private Wealth Advisors | 25,737 | $1.05M | 0.15% | +256+1.0% | Added |
| Penserra Capital Management LLC | 25,812 | $1.05M | 0.02% | −3,812−12.9% | Reduced |
| LJI Wealth Management, LLC | 25,829 | $1.06M | 0.30% | −90.0% | Reduced |
| Wrapmanager Inc | 25,896 | $1.06M | 0.34% | +794+3.2% | Added |
| Fourthstone LLC | 26,100 | $1.07M | 0.24% | +26,100 | New |
| Argent Advisors, Inc. | 26,245 | $1.07M | 0.49% | +1,664+6.8% | Added |
| Essex Financial Services, Inc. | 26,274 | $1.07M | 0.12% | +8,480+47.7% | Added |
| Sterling Investment Management, Inc. | 26,369 | $1.08M | 0.96% | −452−1.7% | Reduced |
| Voya Financial Advisors, Inc. | 26,463 | $1.08M | 0.13% | +1,990+8.1% | Added |
| Integrated Advisors Network LLC | 26,534 | $1.08M | 0.07% | −916−3.3% | Reduced |
| Neville Rodie & Shaw Inc | 26,553 | $1.08M | 0.10% | −2,624−9.0% | Reduced |
| Wright Investors Service Inc | 26,633 | $1.09M | 0.32% | +12,091+83.1% | Added |
| Hoylecohen, LLC | 26,900 | $1.10M | 0.10% | −258−0.9% | Reduced |
| Northside Capital Management, LLC | 27,127 | $1.11M | 0.26% | 00.0% | Unchanged |
| Aspiriant, LLC | 27,156 | $1.11M | 0.06% | +901+3.4% | Added |
| Teza Capital Management LLC | 27,268 | $1.11M | 0.18% | +27,268 | New |
| One Wealth Advisors, LLC | 27,469 | $1.12M | 0.25% | −6,552−19.3% | Reduced |
| UniSuper Management Pty Ltd | 27,500 | $1.12M | 0.01% | −149,525−84.5% | Reduced |
| Eos Management, L.P. | 27,500 | $1.12M | 0.53% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 27,515 | $1.12M | 0.31% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 26,357 | $1.12M | 0.26% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 27,709 | $1.13M | 0.08% | −205−0.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 27,788 | $1.14M | 0.02% | −13,555−32.8% | Reduced |
| Fiduciary Group LLC | 27,819 | $1.14M | 0.15% | −997−3.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 27,887 | $1.14M | 0.03% | +9,700+53.3% | Added |
| N.E.W. Advisory Services LLC | 27,940 | $1.14M | 0.16% | +264+1.0% | Added |
| Joel Isaacson & Co., LLC | 28,018 | $1.14M | 0.08% | +411+1.5% | Added |
| Jeppson Wealth Management, LLC | 28,064 | $1.15M | 0.53% | +800+2.9% | Added |
| Grimes & Company, Inc. | 28,078 | $1.15M | 0.04% | +734+2.7% | Added |
| Chemistry Wealth Management LLC | 28,109 | $1.15M | 0.38% | −5,249−15.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 28,143 | $1.15M | 0.08% | −3,450−10.9% | Reduced |
| Silvercrest Asset Management Group LLC | 28,417 | $1.16M | 0.01% | +52+0.2% | Added |
| Marco Investment Management LLC | 28,433 | $1.16M | 0.13% | −3,415−10.7% | Reduced |
| Symmetry Partners, LLC | 28,548 | $1.17M | 0.06% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 28,585 | $1.17M | 0.40% | −1,552−5.1% | Reduced |
| Edgestream Partners, L.P. | 28,845 | $1.18M | 0.09% | +28,845 | New |
| Insigneo Advisory Services, LLC | 28,886 | $1.18M | 0.24% | +5,331+22.6% | Added |