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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,882 | $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 |
|---|---|---|---|---|---|
| Country Trust Bank | 778 | $31.8K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 795 | $32.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 803 | $32.8K | 0.00% | +278+53.0% | Added |
| Tortoise Investment Management, LLC | 821 | $33.5K | 0.00% | +21+2.6% | Added |
| Impact Partnership Wealth, LLC | 825 | $33.7K | 0.01% | +825 | New |
| PrairieView Partners, LLC | 860 | $35.0K | 0.00% | +1+0.1% | Added |
| Cyrus J. Lawrence, LLC | 900 | $36.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 899 | $36.7K | 0.01% | +734+444.8% | Added |
| Lam Group, Inc. | 900 | $36.8K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 907 | $37.1K | 0.01% | −75−7.6% | Reduced |
| Paladin Advisory Group, LLC | 958 | $39.1K | 0.03% | −209−17.9% | Reduced |
| Foster Dykema Cabot & Co Inc | 979 | $40.0K | 0.00% | 00.0% | Unchanged |
| Westport Asset Management Inc | 1,000 | $40.9K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,050 | $42.9K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,055 | $43.1K | 0.03% | +9+0.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,069 | $43.7K | 0.01% | −185−14.8% | Reduced |
| Loomis Sayles & Co L P | 1,094 | $45.0K | 0.00% | +123+12.7% | Added |
| Addison Advisors LLC | 1,103 | $45.1K | 0.02% | +71+6.9% | Added |
| Pittenger & Anderson Inc | 1,135 | $46.4K | 0.00% | −2,200−66.0% | Reduced |
| Trifecta Capital Advisors, LLC | 1,152 | $47.1K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 1,160 | $47.4K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,180 | $48.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,194 | $48.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,193 | $49.0K | 0.04% | −2,424−67.0% | Reduced |
| Spotlight Asset Group, Inc. | 1,200 | $49.0K | 0.04% | −818−40.5% | Reduced |
| Bank of New Hampshire | 1,220 | $49.8K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,225 | $50.1K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,225 | $50.1K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,244 | $50.8K | 0.01% | +1,244 | New |
| ORG Partners LLC | 1,261 | $51.5K | 0.02% | +960+318.9% | Added |
| Avalon Trust Co | 1,268 | $51.8K | 0.01% | +68+5.7% | Added |
| Cranbrook Wealth Management, LLC | 1,275 | $52.1K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,279 | $52.3K | 0.03% | +3+0.2% | Added |
| SJS Investment Consulting Inc. | 1,279 | $52.3K | 0.01% | −237−15.6% | Reduced |
| Annapolis Financial Services, LLC | 1,302 | $53.2K | 0.02% | +4+0.3% | Added |
| Heritage Wealth Advisors | 1,306 | $53.4K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 1,317 | $53.8K | 0.00% | −435,457−99.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,334 | $54.5K | 0.02% | +1+0.1% | Added |
| Tfo-TDC, LLC | 1,280 | $54.6K | 0.01% | +20+1.6% | Added |
| Family CFO Inc | 1,347 | $55.0K | 0.04% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,353 | $55.3K | 0.12% | +11+0.8% | Added |
| Hollencrest Capital Management | 1,357 | $55.4K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,400 | $57.2K | 0.03% | −40,275−96.6% | Reduced |
| Versant Capital Management, Inc | 1,401 | $57.2K | 0.02% | +60+4.5% | Added |
| Union Savings Bank | 1,403 | $57.3K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,405 | $57.4K | 0.02% | +124+9.7% | Added |
| WR Wealth Planners, LLC | 1,436 | $58.7K | 0.02% | +219+18.0% | Added |
| Ulland Investment Advisors, LLC | 1,435 | $59.0K | 0.06% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1,444 | $59.0K | 0.02% | +81+5.9% | Added |
| New England Capital Financial Advisors LLC | 1,450 | $59.3K | 0.04% | +11+0.8% | Added |
| BluePath Capital Management, LLC | 1,455 | $59.4K | 0.05% | +1,455 | New |
| Carolinas Wealth Consulting LLC | 1,539 | $61.2K | 0.02% | −2,343−60.4% | Reduced |
| Macroview Investment Management LLC | 1,500 | $61.3K | 0.08% | +1,500 | New |
| Kessler Investment Group, LLC | 1,519 | $62.1K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 1,530 | $62.5K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 1,557 | $63.6K | 0.02% | −387−19.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,559 | $63.7K | 0.03% | +27+1.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,576 | $64.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,593 | $65.1K | 0.02% | −1,488−48.3% | Reduced |
| Mendota Financial Group, LLC | 1,604 | $65.5K | 0.07% | 00.0% | Unchanged |
| Abound Wealth Management | 1,642 | $67.1K | 0.03% | +29+1.8% | Added |
| Beacon Capital Management, LLC | 1,577 | $67.3K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,687 | $68.9K | 0.03% | −885−34.4% | Reduced |
| SOA Wealth Advisors, LLC. | 1,718 | $70.2K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,723 | $70.4K | 0.04% | +40+2.4% | Added |
| Adirondack Trust Co | 1,760 | $71.9K | 0.04% | −19−1.1% | Reduced |
| Earnest Partners LLC | 1,761 | $72.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,800 | $73.5K | 0.05% | −420−18.9% | Reduced |
| Winch Advisory Services, LLC | 1,804 | $74.0K | 0.03% | +15+0.8% | Added |
| Bogart Wealth, LLC | 1,817 | $74.2K | 0.00% | +288+18.8% | Added |
| Rogco, LP | 1,834 | $74.9K | 0.04% | +1,834 | New |
| First Community Trust NA | 1,867 | $76.3K | 0.09% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,903 | $77.8K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $78.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,898 | $78.0K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,940 | $79.3K | 0.01% | +265+15.8% | Added |
| Clean Yield Group | 2,000 | $79.4K | 0.04% | −243−10.8% | Reduced |
| CWS Financial Advisors, LLC | 1,949 | $79.6K | 0.03% | +1,949 | New |
| WFA of San Diego, LLC | 1,957 | $80.0K | 0.08% | +1,639+515.4% | Added |
| Global Financial Private Client, LLC | 2,021 | $80.1K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,961 | $80.1K | 0.04% | +1,367+230.1% | Added |
| Armstrong Advisory Group, Inc | 1,983 | $81.0K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,000 | $81.7K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 2,000 | $81.7K | 0.05% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,041 | $83.0K | 0.02% | −230−10.1% | Reduced |
| Syntax Research, Inc. | 2,036 | $83.2K | 0.07% | +2,036 | New |
| GeoWealth Management, LLC | 2,117 | $86.0K | 0.01% | +1,108+109.8% | Added |
| Capula Management Ltd | 2,115 | $86.4K | 0.01% | +2,115 | New |
| Oakworth Capital, Inc. | 2,138 | $87.4K | 0.01% | −455−17.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,145 | $87.6K | 0.02% | +10.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $89.6K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 2,224 | $90.9K | 0.02% | +2,224 | New |
| Pinnacle Holdings, LLC | 2,227 | $91.0K | 0.04% | 00.0% | Unchanged |
| American National Bank | 2,279 | $93.1K | 0.02% | −884−27.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,367 | $96.7K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 2,374 | $97.0K | 0.10% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,374 | $97.0K | 0.02% | −136−5.4% | Reduced |
| Capital Analysts, LLC | 2,399 | $98.0K | 0.01% | −89−3.6% | Reduced |
| DB Wealth Management Group, LLC | 2,410 | $98.5K | 0.06% | 00.0% | Unchanged |
| Rock Creek Group, LP | 2,458 | $100.4K | 0.01% | −1,367−35.7% | Reduced |