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
- 1,975
- +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
- 721 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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 28,931 | $1.18M | 0.04% | −3,728−11.4% | Reduced |
| Everett Harris & Co | 29,017 | $1.19M | 0.02% | −1,508−4.9% | Reduced |
| WealthPlan Investment Management, LLC | 29,035 | $1.19M | 0.21% | +17,659+155.2% | Added |
| Rehmann Capital Advisory Group | 29,179 | $1.19M | 0.11% | +1,248+4.5% | Added |
| Strategic Investment Solutions, Inc. | 27,676 | $1.20M | 0.01% | +27,238+6,218.7% | Added |
| Whittier Trust Co of Nevada Inc | 29,452 | $1.20M | 0.04% | −118−0.4% | Reduced |
| Shelton Wealth Management, LLC | 29,515 | $1.21M | 0.96% | +30+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 29,554 | $1.21M | 0.03% | −1,308−4.2% | Reduced |
| Alphadyne Asset Management LP | 29,604 | $1.21M | 0.58% | +24,073+435.2% | Added |
| Meridian Investment Counsel Inc. | 29,633 | $1.21M | 0.45% | −558−1.8% | Reduced |
| Vident Advisory, LLC | 29,657 | $1.21M | 0.04% | +29,657 | New |
| SeaCrest Wealth Management, LLC | 29,774 | $1.22M | 0.16% | −1,485−4.8% | Reduced |
| Fort Sheridan Advisors LLC | 29,785 | $1.22M | 0.28% | +15,000+101.5% | Added |
| Coppell Advisory Solutions LLC | 29,677 | $1.23M | 0.44% | −11,168−27.3% | Reduced |
| Resources Management Corp | 30,000 | $1.23M | 0.20% | −630−2.1% | Reduced |
| NVWM, LLC | 30,214 | $1.23M | 0.40% | +1,067+3.7% | Added |
| Sterneck Capital Management, LLC | 30,218 | $1.23M | 0.82% | −2,104−6.5% | Reduced |
| Scott & Selber, Inc. | 30,332 | $1.24M | 0.51% | −67−0.2% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $1.24M | 0.10% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 30,477 | $1.25M | 0.41% | +30,477 | New |
| Norden Group LLC | 30,477 | $1.25M | 0.41% | +30,477 | New |
| Legacy Financial Group LLC | 30,653 | $1.25M | 0.29% | +14,423+88.9% | Added |
| Founders Financial Securities LLC | 30,938 | $1.26M | 0.16% | −633−2.0% | Reduced |
| J.W. Cole Advisors, Inc. | 30,941 | $1.26M | 0.09% | −32−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 30,977 | $1.27M | 0.02% | −732−2.3% | Reduced |
| Symmetry Investments LP | 30,981 | $1.27M | 0.37% | +30,981 | New |
| Tradition Wealth Management, LLC | 30,992 | $1.27M | 0.15% | −68−0.2% | Reduced |
| Vista Investment Management | 31,001 | $1.27M | 0.67% | −18−0.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 31,010 | $1.27M | 0.03% | +120+0.4% | Added |
| Narwhal Capital Management | 31,166 | $1.27M | 0.16% | −139−0.4% | Reduced |
| NorthRock Partners, LLC | 31,200 | $1.27M | 0.13% | +16+0.1% | Added |
| Conning Inc. | 31,296 | $1.28M | 0.05% | +150+0.5% | Added |
| Greenwood Capital Associates LLC | 31,371 | $1.28M | 0.19% | +31,371 | New |
| Mystic Asset Management, Inc. | 31,554 | $1.29M | 0.72% | −65−0.2% | Reduced |
| Granite Investment Partners, LLC | 31,587 | $1.29M | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 31,607 | $1.29M | 0.13% | +1,470+4.9% | Added |
| Nicholas Hoffman & Company, LLC. | 31,623 | $1.29M | 0.10% | −1,745−5.2% | Reduced |
| Venture Visionary Partners LLC | 31,721 | $1.30M | 0.08% | +4,066+14.7% | Added |
| Walter & Keenan Financial Consulting Co | 31,777 | $1.30M | 0.51% | −8,559−21.2% | Reduced |
| Smith Shellnut Wilson LLC | 31,856 | $1.30M | 0.80% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 32,014 | $1.31M | 0.04% | −711−2.2% | Reduced |
| AF Advisors, Inc. | 32,040 | $1.31M | 0.41% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 32,096 | $1.31M | 0.02% | −1,144−3.4% | Reduced |
| Massachusetts Wealth Management | 32,110 | $1.31M | 1.20% | −200−0.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.32M | 0.50% | 00.0% | Unchanged |
| Applied Capital LLC | 32,396 | $1.32M | 1.32% | −372−1.1% | Reduced |
| Empower Advisory Group, LLC | 32,426 | $1.32M | 0.01% | −2,900−8.2% | Reduced |
| Trinity Financial Advisors LLC | 32,480 | $1.33M | 0.71% | −3,992−10.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 32,541 | $1.33M | 0.81% | +92+0.3% | Added |
| Jarislowsky, Fraser Ltd | 32,681 | $1.34M | 0.01% | −103,400−76.0% | Reduced |
| Private Asset Management Inc | 32,770 | $1.34M | 0.31% | −8,120−19.9% | Reduced |
| Continuum Advisory, LLC | 32,854 | $1.34M | 0.22% | −134−0.4% | Reduced |
| HF Advisory Group, LLC | 32,676 | $1.34M | 1.00% | +2,208+7.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 32,926 | $1.35M | 0.29% | −160.0% | Reduced |
| Northwest Capital Management Inc | 33,138 | $1.35M | 0.52% | −48−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 33,216 | $1.36M | 0.22% | +4,913+17.4% | Added |
| Johnson Financial Group, Inc. | 33,422 | $1.37M | 0.09% | +769+2.4% | Added |
| Carlson Capital Management | 33,433 | $1.37M | 0.08% | +464+1.4% | Added |
| Jackson Hole Capital Partners, LLC | 33,683 | $1.38M | 0.40% | −3,683−9.9% | Reduced |
| Brighton Jones LLC | 33,809 | $1.38M | 0.07% | +253+0.8% | Added |
| We Are One Seven, LLC | 33,865 | $1.38M | 0.11% | +4,664+16.0% | Added |
| Keystone Wealth Services, LLC | 34,054 | $1.39M | 0.53% | −381−1.1% | Reduced |
| Capital Asset Advisory Services LLC | 35,077 | $1.39M | 0.10% | +6,893+24.5% | Added |
| Advisors Asset Management, Inc. | 34,132 | $1.39M | 0.03% | −1,268−3.6% | Reduced |
| Bennett Selby Investments LP | 34,160 | $1.40M | 0.81% | −375−1.1% | Reduced |
| SYSTM Wealth Solutions LLC | 34,268 | $1.40M | 0.22% | −4,433−11.5% | Reduced |
| Carret Asset Management, LLC | 34,305 | $1.40M | 0.20% | −425−1.2% | Reduced |
| Country Club Bank | 34,323 | $1.40M | 0.11% | −94−0.3% | Reduced |
| Cove Street Capital, LLC | 35,500 | $1.41M | 0.48% | 00.0% | Unchanged |
| AIA Group Ltd | 34,775 | $1.42M | 0.07% | +10,775+44.9% | Added |
| Avestar Capital, LLC | 34,797 | $1.42M | 0.22% | +141+0.4% | Added |
| Oarsman Capital, Inc. | 34,823 | $1.42M | 0.59% | +158+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 34,937 | $1.43M | 0.03% | −6,749−16.2% | Reduced |
| Marotta Asset Management | 35,181 | $1.44M | 0.33% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 35,186 | $1.44M | 0.01% | −600,000−94.5% | Reduced |
| Peak Asset Management, LLC | 35,309 | $1.44M | 0.35% | −68−0.2% | Reduced |
| American Money Management, LLC | 35,841 | $1.46M | 0.37% | +25+0.1% | Added |
| One Capital Management, LLC | 36,040 | $1.47M | 0.07% | −357−1.0% | Reduced |
| Ancora Advisors, LLC | 36,051 | $1.47M | 0.04% | −154−0.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 36,104 | $1.48M | 0.82% | +13,557+60.1% | Added |
| Silvant Capital Management LLC | 36,302 | $1.48M | 0.09% | −1,601−4.2% | Reduced |
| Azimuth Capital Investment Management LLC | 36,561 | $1.49M | 0.07% | −1,039−2.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,644 | $1.50M | 0.29% | +85+0.2% | Added |
| Beese Fulmer Investment Management, Inc. | 36,937 | $1.51M | 0.17% | −344−0.9% | Reduced |
| Parallel Advisors, LLC | 37,006 | $1.51M | 0.05% | +5,660+18.1% | Added |
| Vise Technologies, Inc. | 37,073 | $1.51M | 0.37% | +5,313+16.7% | Added |
| Naviter Wealth, LLC | 37,132 | $1.52M | 0.37% | +1,416+4.0% | Added |
| Vista Wealth Management Group, LLC | 37,150 | $1.52M | 0.15% | −12,094−24.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 37,212 | $1.52M | 0.32% | +4,489+13.7% | Added |
| Auxier Asset Management | 37,477 | $1.53M | 0.26% | −590−1.5% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $1.53M | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 37,642 | $1.54M | 0.15% | +16,889+81.4% | Added |
| Sendero Wealth Management, LLC | 37,822 | $1.55M | 0.33% | +387+1.0% | Added |
| CAPROCK Group, Inc. | 37,916 | $1.55M | 0.12% | −1,348−3.4% | Reduced |
| 3Chopt Investment Partners, LLC | 38,090 | $1.56M | 0.92% | +420+1.1% | Added |
| Miller Investment Management, LP | 38,182 | $1.56M | 0.25% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 38,200 | $1.56M | 0.56% | −1,142−2.9% | Reduced |
| Evercore Wealth Management, LLC | 38,222 | $1.56M | 0.03% | +262+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 38,492 | $1.57M | 0.06% | +678+1.8% | Added |
| Alpha Cubed Investments, LLC | 38,642 | $1.58M | 0.11% | +807+2.1% | Added |