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 |
|---|---|---|---|---|---|
| CNB Bank | 2,479 | $101.3K | 0.06% | +1,256+102.7% | Added |
| First Personal Financial Services | 2,489 | $101.7K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,500 | $102.2K | 0.09% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,510 | $102.6K | 0.05% | +6+0.2% | Added |
| Acropolis Investment Management, LLC | 2,579 | $105.4K | 0.01% | −392−13.2% | Reduced |
| Pathway Financial Advisers, LLC | 2,597 | $106.1K | 0.04% | +2,597 | New |
| Newbridge Financial Services Group, Inc. | 2,597 | $106.1K | 0.05% | −1,846−41.5% | Reduced |
| Larson Financial Group LLC | 2,602 | $106.3K | 0.01% | +142+5.8% | Added |
| Missouri Trust & Investment Co | 2,605 | $106.4K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 2,635 | $107.7K | 0.03% | +221+9.2% | Added |
| Glen Eagle Advisors, LLC | 2,725 | $111.3K | 0.03% | +10.0% | Added |
| Clear Investment Research, LLC | 2,734 | $111.7K | 0.19% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 2,738 | $111.9K | 0.02% | +2,738 | New |
| Banco de Sabadell, S.A | 2,747 | $112.0K | 0.10% | +808+41.7% | Added |
| Trust Co | 2,800 | $114.4K | 0.02% | −825−22.8% | Reduced |
| Headinvest, LLC | 2,985 | $118.2K | 0.03% | +2,985 | New |
| Capital Advisors, Ltd. LLC | 2,988 | $122.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,079 | $122.0K | 0.01% | +580+23.2% | Added |
| Grove Bank & Trust | 3,046 | $124.5K | 0.03% | +32+1.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,050 | $124.6K | 0.04% | +3,050 | New |
| SRS Capital Advisors, Inc. | 3,070 | $125.5K | 0.02% | +9+0.3% | Added |
| West Michigan Advisors, LLC | 3,088 | $126.2K | 0.07% | +3,088 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,098 | $126.6K | 0.07% | +3,098 | New |
| Cherry Tree Wealth Management, LLC | 3,108 | $127.0K | 0.04% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3,161 | $129.2K | 0.03% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,169 | $129.5K | 0.08% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,185 | $130.1K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,254 | $133.0K | 0.04% | +240+8.0% | Added |
| Creative Financial Designs Inc | 3,318 | $135.6K | 0.02% | −52−1.5% | Reduced |
| Independence Bank of Kentucky | 3,405 | $139.1K | 0.06% | −2,060−37.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,434 | $140.3K | 0.06% | +100+3.0% | Added |
| Boyd Watterson Asset Management LLC | 3,482 | $142.3K | 0.06% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 3,547 | $144.9K | 0.11% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,719 | $152.0K | 0.02% | −204−5.2% | Reduced |
| Column Capital Advisors, LLC | 3,730 | $152.4K | 0.02% | +10.0% | Added |
| Exchange Traded Concepts, LLC | 3,754 | $153.4K | 0.00% | +424+12.7% | Added |
| Tompkins Financial Corp | 3,820 | $156.1K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,950 | $161.4K | 0.01% | +3,950 | New |
| Bell Investment Advisors, Inc | 3,966 | $162.1K | 0.04% | −29−0.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,012 | $163.0K | 0.12% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 4,007 | $164.0K | 0.07% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 4,051 | $165.5K | 0.04% | +60+1.5% | Added |
| Community Bank, N.A. | 4,125 | $168.5K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 4,135 | $169.0K | 0.08% | +4,135 | New |
| Hantz Financial Services, Inc. | 4,171 | $170.0K | 0.00% | +99+2.4% | Added |
| Hills Bank & Trust Co | 4,170 | $170.4K | 0.02% | −30−0.7% | Reduced |
| First Pacific Financial | 4,249 | $173.6K | 0.08% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4,286 | $175.1K | 0.08% | +1,252+41.3% | Added |
| Blue Bell Private Wealth Management, LLC | 4,311 | $176.1K | 0.05% | +376+9.6% | Added |
| PSI Advisors, LLC | 4,358 | $178.1K | 0.08% | −421−8.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,367 | $178.4K | 0.00% | −54−1.2% | Reduced |
| First Financial Corp | 4,381 | $179.0K | 0.10% | +2,065+89.2% | Added |
| Centennial Bank | 4,442 | $181.4K | 0.13% | +47+1.1% | Added |
| V-Square Quantitative Management LLC | 4,622 | $188.9K | 0.08% | +4,337+1,521.8% | Added |
| Park Place Capital Corp | 4,663 | $190.5K | 0.06% | −532−10.2% | Reduced |
| First Command Advisory Services, Inc. | 4,675 | $191.0K | 0.00% | +4,675 | New |
| Belmont Capital, LLC | 4,779 | $195.3K | 0.11% | +3,733+356.9% | Added |
| WoodTrust Financial Corp | 4,901 | $200.0K | 0.04% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 4,896 | $200.1K | 0.03% | −14−0.3% | Reduced |
| First Citizens Financial Corp | 4,913 | $200.7K | 0.14% | +4,913 | New |
| Cornerstone Wealth Advisors, Inc. | 4,949 | $202.2K | 0.07% | 00.0% | Unchanged |
| Nwam LLC | 4,970 | $203.1K | 0.02% | −1,742−26.0% | Reduced |
| HC Advisors, LLC | 4,988 | $203.8K | 0.12% | +4,988 | New |
| Puzo Michael J | 5,000 | $204.3K | 0.07% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 5,000 | $204.3K | 0.07% | 00.0% | Unchanged |
| West Wealth Group, LLC | 5,002 | $204.4K | 0.09% | −777−13.4% | Reduced |
| Green Square Capital Advisors LLC | 5,012 | $204.8K | 0.03% | +110+2.2% | Added |
| Indiana Trust & Investment Management CO | 5,015 | $204.9K | 0.10% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 5,021 | $205.2K | 0.02% | −962−16.1% | Reduced |
| Anson Funds Management LP | 5,029 | $205.5K | 0.07% | −44,971−89.9% | Reduced |
| Marino, Stram & Associates LLC | 5,032 | $205.6K | 0.06% | +44+0.9% | Added |
| Beaumont Financial Advisors, LLC | 5,041 | $206.0K | 0.02% | +5,041 | New |
| Harvest Fund Management Co., Ltd | 5,051 | $206.0K | 0.04% | +2,187+76.4% | Added |
| Mission Creek Capital Partners, Inc. | 5,043 | $206.0K | 0.07% | −66−1.3% | Reduced |
| Westover Capital Advisors, LLC | 5,047 | $206.2K | 0.07% | +5,047 | New |
| Augustine Asset Management Inc | 5,068 | $207.1K | 0.10% | +10.0% | Added |
| Levin Capital Strategies, L.P. | 5,077 | $207.4K | 0.03% | 00.0% | Unchanged |
| McAdam, LLC | 5,081 | $207.6K | 0.02% | +167+3.4% | Added |
| Quintet Private Bank (Europe) S.A. | 5,082 | $207.7K | 0.01% | −666−11.6% | Reduced |
| Avaii Wealth Management, LLC | 5,083 | $207.7K | 0.16% | +5,083 | New |
| Win Advisors, Inc | 5,096 | $208.2K | 0.10% | +5,096 | New |
| Whalerock Point Partners, LLC | 5,108 | $208.7K | 0.07% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 5,112 | $208.9K | 0.13% | +40+0.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,120 | $209.0K | 0.00% | +140+2.8% | Added |
| Burt Wealth Advisors | 5,117 | $209.1K | 0.06% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 5,121 | $209.2K | 0.02% | −4,119−44.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,126 | $209.4K | 0.12% | +92+1.8% | Added |
| Narus Financial Partners, LLC | 5,145 | $210.2K | 0.11% | +50+1.0% | Added |
| Alternative Investment Advisors, LLC. | 5,162 | $210.9K | 0.15% | +5,162 | New |
| Wade G W & Inc | 5,169 | $211.0K | 0.01% | +5,169 | New |
| Strategic Blueprint, LLC | 5,173 | $211.4K | 0.02% | −253−4.7% | Reduced |
| Financial Advocates Investment Management | 5,178 | $211.6K | 0.02% | −252−4.6% | Reduced |
| M&R Capital Management Inc | 5,199 | $212.4K | 0.06% | −389−7.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,204 | $212.6K | 0.06% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 5,226 | $213.6K | 0.01% | −299−5.4% | Reduced |
| Johnson & White Wealth Management, LLC | 5,248 | $214.0K | 0.19% | +5,248 | New |
| Affinity Capital Advisors, LLC | 5,240 | $214.1K | 0.06% | +297+6.0% | Added |
| Matrix Private Capital Group LLC | 5,248 | $214.4K | 0.16% | +10.0% | Added |
| Salomon & Ludwin, LLC | 5,249 | $214.5K | 0.02% | −501−8.7% | Reduced |
| Brave Warrior Advisors, LLC | 5,250 | $214.5K | 0.01% | 00.0% | Unchanged |