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 |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 5,254 | $214.7K | 0.02% | −927−15.0% | Reduced |
| Register Financial Advisors LLC | 5,256 | $214.7K | 0.16% | +1,039+24.6% | Added |
| Deltec Asset Management LLC | 5,260 | $214.9K | 0.05% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 5,522 | $215.2K | 0.04% | +740+15.5% | Added |
| Magnus Financial Group LLC | 5,277 | $215.6K | 0.03% | −118−2.2% | Reduced |
| Constitution Capital LLC | 5,300 | $216.6K | 0.15% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 5,306 | $216.8K | 0.12% | −473−8.2% | Reduced |
| Weaver Consulting Group | 5,308 | $216.9K | 0.10% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 5,313 | $217.1K | 0.04% | +5+0.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $218.0K | 0.12% | +5,394 | New |
| Golden Green, Inc. | 5,349 | $218.6K | 0.23% | +6+0.1% | Added |
| Alaethes Wealth LLC | 5,363 | $219.1K | 0.12% | 00.0% | Unchanged |
| Woodstock Corp | 5,374 | $219.6K | 0.03% | −610−10.2% | Reduced |
| Meeder Asset Management Inc | 5,377 | $219.7K | 0.02% | −53−1.0% | Reduced |
| Evoke Wealth, LLC | 5,378 | $219.7K | 0.01% | −2,111−28.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,392 | $220.3K | 0.07% | +5,392 | New |
| Ipswich Investment Management Co., Inc. | 5,401 | $220.7K | 0.06% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,405 | $220.8K | 0.04% | −222−3.9% | Reduced |
| CFO4Life Group, LLC | 5,408 | $221.0K | 0.05% | −904−14.3% | Reduced |
| Hardy Reed LLC | 5,419 | $221.4K | 0.04% | −70−1.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,421 | $221.5K | 0.01% | −3,697−40.5% | Reduced |
| Successful Portfolios LLC | 5,427 | $221.7K | 0.20% | −46−0.8% | Reduced |
| Eagle Harbor Asset Management Inc | 5,437 | $222.2K | 0.29% | +625+13.0% | Added |
| Verus Capital Partners, LLC | 5,438 | $222.2K | 0.03% | −105−1.9% | Reduced |
| MSH Capital Advisors LLC | 5,448 | $222.6K | 0.09% | −36−0.7% | Reduced |
| Howard Capital Management Group, LLC | 5,450 | $222.7K | 0.02% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 5,462 | $223.2K | 0.14% | +38+0.7% | Added |
| Aprio Wealth Management, LLC | 5,494 | $224.5K | 0.06% | −836−13.2% | Reduced |
| Thrive Wealth Management, LLC | 5,495 | $224.5K | 0.06% | −240−4.2% | Reduced |
| Powers Advisory Group, LLC | 5,501 | $224.8K | 0.15% | +30+0.5% | Added |
| Chapin Davis, Inc. | 5,549 | $226.7K | 0.11% | +565+11.3% | Added |
| Cottonwood Capital Advisors, LLC | 5,579 | $228.0K | 0.21% | +5,579 | New |
| Guardian Wealth Advisors, LLC | 5,599 | $228.8K | 0.04% | +5,599 | New |
| Detalus Advisors, LLC | 5,600 | $228.8K | 0.11% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,609 | $229.2K | 0.13% | +32+0.6% | Added |
| IFG Advisory, LLC | 5,611 | $229.3K | 0.02% | +5,611 | New |
| Hohimer Wealth Management, LLC | 5,641 | $230.5K | 0.07% | −46−0.8% | Reduced |
| HHM Wealth Advisors, LLC | 5,645 | $230.7K | 0.05% | 00.0% | Unchanged |
| Family Firm, Inc. | 5,658 | $231.2K | 0.06% | +7+0.1% | Added |
| Cutter & CO Brokerage, Inc. | 5,667 | $231.6K | 0.07% | −1,999−26.1% | Reduced |
| Allegheny Financial Group LTD | 5,669 | $231.6K | 0.09% | +5,669 | New |
| Texas Capital Bank Wealth Management Services Inc | 5,686 | $232.3K | 0.03% | −7,163−55.7% | Reduced |
| Planning Center, Inc. | 5,686 | $232.3K | 0.06% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 5,689 | $232.5K | 0.05% | −659−10.4% | Reduced |
| Patten & Patten Inc | 5,689 | $232.5K | 0.02% | −25−0.4% | Reduced |
| Ballast, Inc. | 5,690 | $232.5K | 0.09% | 00.0% | Unchanged |
| SPC Financial, Inc. | 5,700 | $232.9K | 0.03% | +155+2.8% | Added |
| E Fund Management Co., Ltd. | 5,710 | $233.0K | 0.02% | −557−8.9% | Reduced |
| Advus Financial Partners, LLC | 5,716 | $233.6K | 0.09% | +836+17.1% | Added |
| Strategic Wealth Designers | 5,725 | $233.9K | 0.04% | −1,274−18.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,733 | $234.3K | 0.01% | −4,819−45.7% | Reduced |
| Investment Advisory Group, LLC | 5,743 | $234.7K | 0.12% | +82+1.4% | Added |
| Summit Global Investments | 5,753 | $235.0K | 0.02% | +343+6.3% | Added |
| Bridgewealth Advisory Group, LLC | 5,790 | $236.6K | 0.29% | −66−1.1% | Reduced |
| Josh Arnold Investment Consultant, LLC | 6,000 | $237.7K | 0.25% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 5,843 | $238.7K | 0.19% | +353+6.4% | Added |
| Raleigh Capital Management Inc. | 5,855 | $239.2K | 0.12% | +304+5.5% | Added |
| Atlas Brown,Inc. | 5,862 | $239.5K | 0.11% | −43−0.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,884 | $240.4K | 0.06% | +13+0.2% | Added |
| Defender Capital, LLC. | 5,893 | $240.8K | 0.09% | 00.0% | Unchanged |
| Trust Co of Virginia | 5,903 | $241.2K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5,908 | $241.4K | 0.06% | +1,867+46.2% | Added |
| Oliver Luxxe Assets LLC | 5,912 | $241.6K | 0.06% | −90−1.5% | Reduced |
| Arcataur Capital Management LLC | 5,914 | $241.6K | 0.10% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 5,933 | $242.4K | 0.06% | +16+0.3% | Added |
| Nations Financial Group Inc, | 5,959 | $243.5K | 0.02% | −34−0.6% | Reduced |
| Bryn Mawr Trust Co | 5,963 | $243.6K | 0.01% | −89−1.5% | Reduced |
| City State Bank | 6,000 | $245.0K | 0.13% | −2,060−25.6% | Reduced |
| Fenimore Asset Management Inc | 6,000 | $245.2K | 0.01% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 6,010 | $245.6K | 0.04% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 6,022 | $246.1K | 0.04% | −439−6.8% | Reduced |
| Imprint Wealth LLC | 6,027 | $246.3K | 0.21% | −94,333−94.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,027 | $246.3K | 0.06% | −336−5.3% | Reduced |
| SFMG, LLC | 6,036 | $246.7K | 0.03% | +6,036 | New |
| Milestone Investment Advisors LLC | 6,040 | $246.8K | 0.07% | +6,040 | New |
| SeaBridge Investment Advisors LLC | 6,045 | $247.0K | 0.08% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 6,634 | $248.0K | 0.23% | +6,634 | New |
| Willis Johnson & Associates, Inc. | 6,080 | $248.4K | 0.03% | −1,507−19.9% | Reduced |
| Baron Wealth Management LLC | 6,087 | $248.7K | 0.16% | −31−0.5% | Reduced |
| Riverbridge Partners LLC | 6,100 | $249.2K | 0.00% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 6,100 | $249.2K | 0.23% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 6,104 | $249.4K | 0.01% | +192+3.2% | Added |
| Nomura Holdings Inc | 6,118 | $250.0K | 0.00% | −123,416−95.3% | Reduced |
| Millennium Capital Advisors, LLC | 6,150 | $251.3K | 0.21% | +200+3.4% | Added |
| Financial Perspectives, Inc | 6,151 | $251.3K | 0.12% | +3,946+179.0% | Added |
| Northwest Investment Counselors, LLC | 6,158 | $251.6K | 0.07% | −2,910−32.1% | Reduced |
| Trustmark National Bank Trust Department | 6,174 | $252.3K | 0.02% | −25−0.4% | Reduced |
| Glassman Wealth Services | 6,185 | $252.7K | 0.04% | +58+0.9% | Added |
| True North Advisors, LLC | 6,191 | $253.0K | 0.08% | −34,275−84.7% | Reduced |
| Seven Mile Advisory | 6,203 | $253.5K | 0.27% | +44+0.7% | Added |
| LBMC Investment Advisors, LLC | 6,556 | $253.5K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,233 | $254.7K | 0.01% | +992+18.9% | Added |
| Ullmann Financial Group, Inc. | 6,236 | $254.8K | 0.05% | +28+0.5% | Added |
| Sunflower Bank, N.A. | 6,258 | $255.7K | 0.06% | −550−8.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 6,297 | $257.3K | 0.17% | +36+0.6% | Added |
| Advisor OS, LLC | 6,301 | $257.5K | 0.04% | +862+15.8% | Added |
| Fruth Investment Management | 6,318 | $258.0K | 0.08% | −100−1.6% | Reduced |
| Howland Capital Management LLC | 6,345 | $259.3K | 0.02% | −650−9.3% | Reduced |
| Farther Finance Advisors, LLC | 6,350 | $259.4K | 0.04% | +1,912+43.1% | Added |
| West Oak Capital, LLC | 6,375 | $260.0K | 0.13% | +650+11.4% | Added |