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 |
|---|---|---|---|---|---|
| CMG Global Holdings, LLC | 6,371 | $260.3K | 0.22% | +20.0% | Added |
| Cambridge Advisors Inc. | 6,380 | $260.7K | 0.07% | +20.0% | Added |
| Traphagen Investment Advisors LLC | 6,385 | $260.9K | 0.03% | −6,980−52.2% | Reduced |
| CKW Financial Group | 6,400 | $262.0K | 0.04% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 6,417 | $262.2K | 0.14% | +45+0.7% | Added |
| Wealthstream Advisors, Inc. | 6,420 | $262.3K | 0.14% | +6,420 | New |
| Credential Qtrade Securities Inc. | 6,466 | $264.2K | 0.02% | −200−3.0% | Reduced |
| CVA Family Office, LLC | 6,466 | $264.2K | 0.06% | +390+6.4% | Added |
| Kure Advisory, LLC | 6,466 | $264.2K | 0.15% | +6,466 | New |
| ASB Consultores, LLC | 6,476 | $264.6K | 0.10% | −3,379−34.3% | Reduced |
| Nexus Investment Management ULC | 6,500 | $265.6K | 0.03% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 6,505 | $265.8K | 0.06% | −139−2.1% | Reduced |
| Papp L Roy & Associates | 6,515 | $266.2K | 0.04% | +636+10.8% | Added |
| Cape Investment Advisory, Inc. | 6,527 | $266.7K | 0.15% | +679+11.6% | Added |
| Field & Main Bank | 6,570 | $268.4K | 0.13% | −1,011−13.3% | Reduced |
| BNC Wealth Management, LLC | 6,570 | $268.5K | 0.14% | +10.0% | Added |
| UMA Financial Services, Inc. | 6,770 | $268.8K | 0.07% | −85−1.2% | Reduced |
| Wealth Architects, LLC | 6,579 | $268.8K | 0.05% | +59+0.9% | Added |
| Van Cleef Asset Management,Inc | 6,581 | $268.9K | 0.04% | +20.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,577 | $269.0K | 0.01% | +600+10.0% | Added |
| AXS Investments LLC | 6,634 | $271.1K | 0.07% | −3,961−37.4% | Reduced |
| Western Pacific Wealth Management, LP | 6,675 | $272.7K | 0.22% | +615+10.1% | Added |
| Bouchey Financial Group Ltd | 6,677 | $272.8K | 0.03% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 6,681 | $273.0K | 0.11% | +27+0.4% | Added |
| Leonteq Securities AG | 6,685 | $273.1K | 0.03% | −6,168−48.0% | Reduced |
| Parsons Capital Management Inc | 6,701 | $273.8K | 0.02% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,703 | $273.9K | 0.07% | +75+1.1% | Added |
| Smithfield Trust Co | 6,700 | $274.0K | 0.02% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 6,718 | $274.5K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 6,727 | $274.9K | 0.07% | +733+12.2% | Added |
| Drexel Morgan & Co. | 6,747 | $275.7K | 0.08% | +6,747 | New |
| SageView Advisory Group, LLC | 6,750 | $275.8K | 0.02% | +231+3.5% | Added |
| Silvia McColl Wealth Management, LLC | 6,757 | $276.1K | 0.28% | −457−6.3% | Reduced |
| Guardian Wealth Management, Inc. | 6,757 | $276.1K | 0.26% | −319−4.5% | Reduced |
| Well Done, LLC | 6,765 | $276.4K | 0.06% | −10−0.1% | Reduced |
| Arrow Financial Corp | 6,772 | $276.7K | 0.03% | −565−7.7% | Reduced |
| Guyasuta Investment Advisors Inc | 6,773 | $276.7K | 0.02% | +955+16.4% | Added |
| Coastline Trust Co | 6,775 | $276.8K | 0.04% | −954−12.3% | Reduced |
| Evolution Advisers, Inc. | 6,811 | $278.0K | 0.20% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 6,811 | $278.3K | 0.19% | −153−2.2% | Reduced |
| Proficio Capital Partners LLC | 6,813 | $278.4K | 0.04% | −9,538−58.3% | Reduced |
| X-Square Capital, LLC | 6,547 | $279.0K | 0.19% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 6,825 | $279.0K | 0.08% | +493+7.8% | Added |
| New Republic Capital, LLC | 6,835 | $279.3K | 0.23% | −161−2.3% | Reduced |
| Founders Capital Management | 6,864 | $280.5K | 0.21% | +51+0.7% | Added |
| MEMBERS Trust Co | 6,861 | $280.7K | 0.01% | +488+7.7% | Added |
| Total Clarity Wealth Management, Inc. | 6,887 | $281.4K | 0.14% | −3,225−31.9% | Reduced |
| Oxford Financial Group Ltd | 6,900 | $281.9K | 0.02% | −7,036−50.5% | Reduced |
| John W. Brooker & Co., CPAs | 6,904 | $282.1K | 0.18% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,904 | $282.1K | 0.20% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 6,928 | $283.1K | 0.02% | −170−2.4% | Reduced |
| S.A. Mason LLC | 6,936 | $283.4K | 0.20% | −1,700−19.7% | Reduced |
| Delta Investment Management, LLC | 6,936 | $283.4K | 0.08% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 6,947 | $283.8K | 0.17% | −1,627−19.0% | Reduced |
| Westhampton Capital, LLC | 6,990 | $285.6K | 0.18% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,996 | $285.9K | 0.13% | +106+1.5% | Added |
| Kearns & Associates LLC | 7,000 | $286.0K | 0.27% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,000 | $286.0K | 0.04% | +15+0.2% | Added |
| Formidable Asset Management, LLC | 7,003 | $286.1K | 0.06% | −10.0% | Reduced |
| Washington Trust Advisors, Inc. | 7,050 | $288.1K | 0.03% | +2,300+48.4% | Added |
| Zullo Investment Group, Inc. | 7,064 | $288.6K | 0.17% | +253+3.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,131 | $288.9K | 0.00% | −6,016−45.8% | Reduced |
| Pegasus Partners Ltd. | 7,091 | $289.7K | 0.04% | +1,807+34.2% | Added |
| Wayfinding Financial, LLC | 7,374 | $292.0K | 0.22% | −570−7.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 7,168 | $292.9K | 0.04% | −16−0.2% | Reduced |
| Berger Financial Group, Inc | 7,185 | $293.6K | 0.03% | +808+12.7% | Added |
| BancorpSouth Bank | 7,204 | $294.4K | 0.03% | −370−4.9% | Reduced |
| Duncker Streett & Co Inc | 7,211 | $294.7K | 0.07% | +12+0.2% | Added |
| E&G Advisors, LP | 7,218 | $294.9K | 0.11% | 00.0% | Unchanged |
| Alpha Family Trust | 7,220 | $295.0K | 0.22% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 7,236 | $295.7K | 0.24% | +18+0.2% | Added |
| Wealth Effects LLC | 7,243 | $295.9K | 0.15% | +310+4.5% | Added |
| Kathmere Capital Management, LLC | 7,248 | $296.2K | 0.04% | +1,185+19.5% | Added |
| Simplicity Wealth,LLC | 7,253 | $296.4K | 0.17% | +61+0.8% | Added |
| Front Row Advisors LLC | 7,267 | $296.9K | 0.14% | −124−1.7% | Reduced |
| Schulhoff & Co Inc | 7,270 | $297.1K | 0.15% | +5+0.1% | Added |
| Richard W. Paul & Associates, LLC | 7,311 | $298.7K | 0.14% | −231−3.1% | Reduced |
| Keel Point, LLC | 7,314 | $298.8K | 0.04% | −873−10.7% | Reduced |
| Wagner Wealth Management, LLC | 7,319 | $299.1K | 0.11% | −6−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 7,323 | $299.2K | 0.06% | +148+2.1% | Added |
| Brown Miller Wealth Management, LLC | 7,333 | $299.6K | 0.17% | +7,333 | New |
| Cornerstone Advisory, LLC | 7,377 | $301.4K | 0.05% | −1,546−17.3% | Reduced |
| Bridge Creek Capital Management LLC | 7,400 | $302.4K | 0.11% | 00.0% | Unchanged |
| Cowa, LLC | 7,400 | $302.4K | 0.20% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 7,401 | $302.4K | 0.74% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,424 | $303.4K | 0.08% | +453+6.5% | Added |
| First National Bank & Trust Co of Newtown | 7,436 | $303.8K | 0.07% | 00.0% | Unchanged |
| Lynch & Associates | 7,459 | $304.8K | 0.08% | +334+4.7% | Added |
| Core Alternative Capital | 7,470 | $305.2K | 0.05% | −139−1.8% | Reduced |
| Red Door Wealth Management, LLC | 7,474 | $305.4K | 0.08% | −305−3.9% | Reduced |
| Piscataqua Savings Bank | 7,495 | $306.2K | 0.27% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 7,500 | $306.4K | 0.02% | 00.0% | Unchanged |
| Icapital Wealth LLC | 7,500 | $306.4K | 0.22% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 7,509 | $306.8K | 0.04% | +592+8.6% | Added |
| Retirement Group, LLC | 7,510 | $306.9K | 0.13% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 7,515 | $307.1K | 0.13% | −439−5.5% | Reduced |
| Titleist Asset Management, LLC | 7,522 | $307.3K | 0.06% | +7,522 | New |
| AlphaCore Capital LLC | 7,542 | $308.2K | 0.05% | −386−4.9% | Reduced |
| Adviser Investments LLC | 7,612 | $311.0K | 0.01% | +7,612 | New |
| Rational Advisors LLC | 7,647 | $312.5K | 0.03% | −3,197−29.5% | Reduced |