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 |
|---|---|---|---|---|---|
| Cunning Capital Partners, LP | 38,675 | $1.58M | 1.04% | +38,675 | Added |
| Stonegate Investment Group, LLC | 38,767 | $1.58M | 0.06% | +116+0.3% | Added |
| Pitcairn Co | 38,981 | $1.59M | 0.13% | −1,899−4.6% | Reduced |
| Chiron Capital Management, LLC | 39,316 | $1.61M | 1.38% | +115+0.3% | Added |
| Cigna Investments Inc | 39,340 | $1.61M | 0.37% | −6,393−14.0% | Reduced |
| DFPG Investments, LLC | 39,980 | $1.62M | 0.15% | −4,693−10.5% | Reduced |
| Hyman Charles D | 39,849 | $1.63M | 0.11% | −2,036−4.9% | Reduced |
| IFP Advisors, Inc | 39,928 | $1.63M | 0.07% | −2,423−5.7% | Reduced |
| Engineers Gate Manager LP | 40,073 | $1.64M | 0.06% | +35,315+742.2% | Added |
| Hedges Asset Management LLC | 40,100 | $1.64M | 1.43% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 40,164 | $1.64M | 0.21% | +40,164 | New |
| Crestwood Advisors Group LLC | 40,792 | $1.67M | 0.04% | −3,109−7.1% | Reduced |
| Shayne & Co., LLC | 40,977 | $1.67M | 0.56% | −8,200−16.7% | Reduced |
| Heartland Advisors Inc | 41,282 | $1.69M | 0.09% | −359−0.9% | Reduced |
| Meridian Wealth Partners, LLC | 41,395 | $1.69M | 0.35% | +172+0.4% | Added |
| Quad-Cities Investment Group, LLC | 41,490 | $1.70M | 1.14% | +39+0.1% | Added |
| Meeder Advisory Services, Inc. | 41,543 | $1.70M | 0.21% | +454+1.1% | Added |
| Haverford Trust Co | 41,788 | $1.71M | 0.02% | −4,873−10.4% | Reduced |
| NBT Bank N A | 41,902 | $1.71M | 0.16% | +4,092+10.8% | Added |
| Round Hill Asset Management | 41,962 | $1.71M | 1.13% | −1,880−4.3% | Reduced |
| Iams Wealth Management, LLC | 42,007 | $1.72M | 1.19% | +42,007 | New |
| Oppenheimer & Co Inc | 42,024 | $1.72M | 0.04% | −4,191−9.1% | Reduced |
| Capital International Sarl | 42,354 | $1.73M | 0.08% | +3,261+8.3% | Added |
| Seven Eight Capital, LP | 42,368 | $1.73M | 0.20% | +42,368 | New |
| Franklin Street Advisors Inc | 42,383 | $1.73M | 0.15% | 00.0% | Unchanged |
| Gs Investments, Inc. | 42,400 | $1.73M | 0.99% | 00.0% | Unchanged |
| Bank of Stockton | 43,741 | $1.73M | 0.65% | −2,400−5.2% | Reduced |
| Equitable Holdings, Inc. | 42,503 | $1.74M | 0.02% | −10,692−20.1% | Reduced |
| Global Retirement Partners, LLC | 44,615 | $1.74M | 0.09% | −1,141−2.5% | Reduced |
| Qtron Investments LLC | 42,558 | $1.74M | 0.33% | −4,536−9.6% | Reduced |
| HM Payson & Co | 42,840 | $1.75M | 0.04% | −6,584−13.3% | Reduced |
| Signaturefd, LLC | 42,860 | $1.75M | 0.05% | +1,897+4.6% | Added |
| Wesbanco Bank Inc | 42,876 | $1.75M | 0.08% | −659−1.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 43,221 | $1.77M | 0.03% | +1,409+3.4% | Added |
| Cohen Investment Advisors LLC | 43,451 | $1.78M | 1.43% | +4,051+10.3% | Added |
| Mission Wealth Management, LP | 43,540 | $1.78M | 0.07% | −33,035−43.1% | Reduced |
| Dynamic Advisor Solutions LLC | 43,642 | $1.78M | 0.08% | −793−1.8% | Reduced |
| United Asset Strategies, Inc. | 43,681 | $1.78M | 0.23% | −4,027−8.4% | Reduced |
| Ritholtz Wealth Management | 43,709 | $1.79M | 0.08% | −9,031−17.1% | Reduced |
| Lincoln National Corp | 43,786 | $1.79M | 0.04% | +6,881+18.6% | Added |
| RSM US Wealth Management LLC | 44,206 | $1.81M | 0.06% | +1,989+4.7% | Added |
| Choate Investment Advisors | 44,338 | $1.81M | 0.07% | +6,038+15.8% | Added |
| Profund Advisors LLC | 44,769 | $1.83M | 0.10% | −2,680−5.6% | Reduced |
| Marks Group Wealth Management, Inc | 44,899 | $1.83M | 0.23% | −10,288−18.6% | Reduced |
| Centaurus Financial, Inc. | 44,941 | $1.84M | 0.16% | +1,255+2.9% | Added |
| Phoenix Holdings Ltd. | 44,248 | $1.84M | 0.03% | −82,991−65.2% | Reduced |
| Xcel Wealth Management, LLC | 45,110 | $1.84M | 0.73% | −3,625−7.4% | Reduced |
| Smith, Salley & Associates | 45,491 | $1.86M | 0.14% | −1,838−3.9% | Reduced |
| Econ Financial Services Corp | 45,628 | $1.86M | 1.36% | +45,628 | New |
| Union Heritage Capital, LLC | 45,970 | $1.88M | 1.07% | 00.0% | Unchanged |
| Stableford Capital II LLC | 47,465 | $1.88M | 0.87% | +20.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 46,215 | $1.89M | 0.96% | +7,500+19.4% | Added |
| Easterly Investment Partners LLC | 46,533 | $1.90M | 0.21% | −27,957−37.5% | Reduced |
| Pavion Blue Capital, LLC | 47,163 | $1.91M | 1.16% | +173+0.4% | Added |
| Axq Capital, LP | 47,000 | $1.92M | 0.68% | +47,000 | New |
| Aigen Investment Management, LP | 47,118 | $1.93M | 0.36% | +47,118 | New |
| Foster Group, Inc. | 47,146 | $1.93M | 0.12% | −696−1.5% | Reduced |
| Associated Banc-Corp | 47,188 | $1.93M | 0.07% | −1,640−3.4% | Reduced |
| Trust Asset Management LLC | 47,346 | $1.93M | 0.21% | 00.0% | Unchanged |
| White Pine Capital LLC | 47,524 | $1.94M | 0.78% | −1,225−2.5% | Reduced |
| Somerset Group LLC | 47,629 | $1.95M | 1.83% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 47,707 | $1.95M | 0.13% | −1,814−3.7% | Reduced |
| KG&L Capital Management,LLC | 47,661 | $1.95M | 0.94% | −3,721−7.2% | Reduced |
| Mark Stevens | 47,788 | $1.95M | 0.26% | +417+0.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 47,851 | $1.96M | 0.66% | −300−0.6% | Reduced |
| KCM Investment Advisors LLC | 47,895 | $1.96M | 0.08% | −2,690−5.3% | Reduced |
| Fiduciary Trust Co | 47,963 | $1.96M | 0.04% | −5,122−9.6% | Reduced |
| Pring Turner Capital Group Inc | 47,988 | $1.96M | 1.64% | −1,284−2.6% | Reduced |
| Lakeview Capital Partners, LLC | 48,030 | $1.96M | 0.38% | +1,161+2.5% | Added |
| Global Frontier Investments LLC | 48,661 | $1.99M | 0.86% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 48,789 | $1.99M | 0.10% | −5,436−10.0% | Reduced |
| Resources Investment Advisors, LLC. | 49,448 | $2.02M | 0.04% | −483−1.0% | Reduced |
| Peoples Bank | 49,689 | $2.03M | 1.74% | +49,689 | New |
| Iat Reinsurance Co Ltd. | 50,000 | $2.04M | 0.40% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50,223 | $2.05M | 0.13% | +683+1.4% | Added |
| Checchi Capital Advisers, LLC | 50,367 | $2.06M | 0.19% | −40.0% | Reduced |
| PCJ Investment Counsel Ltd. | 50,450 | $2.06M | 0.95% | +50,450 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,498 | $2.06M | 0.14% | +657+1.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 50,662 | $2.07M | 0.10% | +3,440+7.3% | Added |
| Forum Financial Management, LP | 51,108 | $2.09M | 0.05% | +9,168+21.9% | Added |
| Jefferies Financial Group Inc. | 51,141 | $2.09M | 0.05% | +40,481+379.7% | Added |
| Summit Trail Advisors, LLC | 51,327 | $2.10M | 0.08% | +16,641+48.0% | Added |
| Cutler Group LP | 51,450 | $2.10M | 0.34% | +27,240+112.5% | Added |
| Aft, Forsyth & Sober, LLC | 51,500 | $2.10M | 0.89% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 51,600 | $2.11M | 0.21% | −19,495−27.4% | Reduced |
| LGT Group Foundation | 53,345 | $2.11M | 0.05% | +568+1.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,998 | $2.13M | 0.01% | +23,439+82.1% | Added |
| Sumitomo Life Insurance Co | 52,181 | $2.13M | 0.06% | −694−1.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 52,226 | $2.13M | 0.03% | −104−0.2% | Reduced |
| Clear Harbor Asset Management, LLC | 52,268 | $2.14M | 0.22% | −30,100−36.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 52,328 | $2.14M | 0.34% | +3,483+7.1% | Added |
| Pictet Bank & Trust Ltd | 52,340 | $2.14M | 2.30% | −2,467−4.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 52,390 | $2.14M | 0.02% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 52,400 | $2.14M | 0.02% | −714−1.3% | Reduced |
| Two Sigma Securities, LLC | 52,892 | $2.16M | 0.10% | +31,566+148.0% | Added |
| Steward Partners Investment Advisory, LLC | 53,070 | $2.17M | 0.03% | +3,545+7.2% | Added |
| Axxcess Wealth Management, LLC | 53,427 | $2.18M | 0.07% | +41,182+336.3% | Added |
| Atlantic Union Bankshares Corp | 53,469 | $2.18M | 0.22% | +12,494+30.5% | Added |
| Paradigm Asset Management Co LLC | 53,702 | $2.19M | 0.62% | −2,700−4.8% | Reduced |
| Central Trust Co | 53,862 | $2.20M | 0.06% | +1,986+3.8% | Added |