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 |
|---|---|---|---|---|---|
| New Hampshire Trust | 7,655 | $312.8K | 0.08% | −295−3.7% | Reduced |
| Bank Hapoalim BM | 7,660 | $313.0K | 0.05% | −1,629−17.5% | Reduced |
| Bailard, Inc. | 7,681 | $313.8K | 0.01% | +213+2.9% | Added |
| MKT Advisors LLC | 7,941 | $314.6K | 0.24% | +59+0.7% | Added |
| Baldwin Brothers Inc | 7,700 | $314.6K | 0.03% | −400−4.9% | Reduced |
| Flputnam Investment Management Co | 7,713 | $315.2K | 0.01% | +2,185+39.5% | Added |
| Visionary Wealth Advisors | 7,737 | $316.1K | 0.03% | −793−9.3% | Reduced |
| SNS Financial Group, LLC | 7,740 | $316.3K | 0.04% | +767+11.0% | Added |
| Flagship Harbor Advisors, LLC | 7,778 | $317.8K | 0.03% | −691−8.2% | Reduced |
| Weil Company, Inc. | 7,809 | $319.1K | 0.16% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,500 | $319.9K | 0.27% | −300−4.4% | Reduced |
| Ghe, LLC | 7,833 | $320.0K | 0.22% | +1,043+15.4% | Added |
| Arbor Investment Advisors, LLC | 7,839 | $320.3K | 0.06% | −81−1.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,887 | $322.3K | 0.03% | +16+0.2% | Added |
| Icon Wealth Partners, LLC | 7,904 | $322.9K | 0.04% | −16,160−67.2% | Reduced |
| Sky Investment Group LLC | 7,965 | $325.4K | 0.07% | −59−0.7% | Reduced |
| BancFirst Trust & Investment Management | 7,976 | $326.3K | 0.16% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 8,011 | $327.3K | 0.08% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,044 | $328.7K | 0.03% | −217−2.6% | Reduced |
| Monetary Management Group Inc | 8,065 | $329.5K | 0.11% | 00.0% | Unchanged |
| Heritage Trust Co | 8,073 | $329.9K | 0.05% | 00.0% | Unchanged |
| Syverson Strege & Co | 8,085 | $330.3K | 0.15% | −1,423−15.0% | Reduced |
| Vicus Capital | 8,087 | $330.4K | 0.03% | +937+13.1% | Added |
| Burke & Herbert Bank & Trust Co | 8,096 | $330.8K | 0.27% | −2,880−26.2% | Reduced |
| Cutler Investment Counsel LLC | 8,136 | $332.4K | 0.05% | +89+1.1% | Added |
| Capital Square, LLC | 8,018 | $333.0K | 0.45% | 00.0% | Unchanged |
| New Millennium Group LLC | 8,195 | $334.8K | 0.31% | −4,074−33.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,195 | $335.0K | 0.05% | −28−0.3% | Reduced |
| Crawford Investment Counsel Inc | 8,217 | $335.7K | 0.01% | +55+0.7% | Added |
| STAR Financial Bank | 8,257 | $337.4K | 0.35% | +800+10.7% | Added |
| Van Strum & Towne Inc. | 8,264 | $337.7K | 0.14% | −300−3.5% | Reduced |
| Cohen Capital Management, Inc. | 8,274 | $338.1K | 0.07% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 8,291 | $338.8K | 0.11% | +1,222+17.3% | Added |
| Sippican Capital Advisors | 8,293 | $338.9K | 0.31% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 8,320 | $340.0K | 0.09% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 8,345 | $341.0K | 0.03% | +37+0.4% | Added |
| Pin Oak Investment Advisors Inc | 8,363 | $342.0K | 0.39% | 00.0% | Unchanged |
| Spinnaker Trust | 8,390 | $342.8K | 0.03% | −1,448−14.7% | Reduced |
| Nichols & Pratt Advisers LLP | 8,400 | $343.2K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 8,417 | $343.9K | 0.04% | +8+0.1% | Added |
| RB Capital Management, LLC | 8,442 | $345.0K | 0.11% | −271−3.1% | Reduced |
| Regatta Capital Group, LLC | 8,443 | $345.0K | 0.11% | −2,070−19.7% | Reduced |
| Prentice Wealth Management LLC | 8,451 | $345.3K | 0.16% | +84+1.0% | Added |
| Gateway Wealth Partners, LLC | 8,467 | $345.9K | 0.06% | +73+0.9% | Added |
| Waddell & Associates, LLC | 8,472 | $346.2K | 0.05% | −46−0.5% | Reduced |
| First National Bank | 8,494 | $347.1K | 0.30% | −100−1.2% | Reduced |
| Intrust Bank NA | 8,494 | $347.1K | 0.04% | +58+0.7% | Added |
| Traynor Capital Management, Inc. | 8,526 | $348.4K | 0.05% | −1,029−10.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,576 | $350.4K | 0.04% | +226+2.7% | Added |
| Security National Bank of So Dak | 8,591 | $351.0K | 0.26% | +252+3.0% | Added |
| Equitable Trust Co | 8,605 | $351.6K | 0.03% | +363+4.4% | Added |
| Financial Engines Advisors L.L.C. | 8,611 | $351.8K | 0.00% | +211+2.5% | Added |
| Old North State Trust, LLC | 8,607 | $352.0K | 0.27% | −472−5.2% | Reduced |
| Lakeside Advisors, INC. | 8,624 | $352.4K | 0.27% | −1,167−11.9% | Reduced |
| Campion Asset Management LLC | 8,625 | $352.4K | 0.33% | 00.0% | Unchanged |
| Bray Capital Advisors | 8,685 | $354.9K | 0.11% | −493−5.4% | Reduced |
| OneAscent Wealth Management LLC | 8,684 | $355.0K | 0.16% | +8,684 | New |
| Exencial Wealth Advisors, LLC | 8,690 | $355.1K | 0.02% | −167−1.9% | Reduced |
| Evermay Wealth Management LLC | 8,701 | $355.5K | 0.07% | 00.0% | Unchanged |
| Ascent Group, LLC | 8,801 | $355.6K | 0.04% | −1,125−11.3% | Reduced |
| Biltmore Family Office, LLC | 8,704 | $355.6K | 0.08% | 00.0% | Unchanged |
| Northeast Investment Management | 8,735 | $356.9K | 0.02% | −750−7.9% | Reduced |
| Linscomb & Williams, Inc. | 8,748 | $357.4K | 0.02% | −1,450−14.2% | Reduced |
| Tributary Capital Management, LLC | 8,750 | $357.5K | 0.03% | −100−1.1% | Reduced |
| Hudock, Inc. | 8,757 | $357.9K | 0.09% | +10.0% | Added |
| Gratus Capital LLC | 8,778 | $358.7K | 0.02% | +3,229+58.2% | Added |
| Marietta Investment Partners LLC | 8,800 | $359.6K | 0.10% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8,810 | $360.0K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 8,827 | $360.7K | 0.05% | +155+1.8% | Added |
| Simon Quick Advisors, LLC | 8,831 | $360.8K | 0.03% | +1,456+19.7% | Added |
| LMG Wealth Partners, LLC | 8,832 | $360.9K | 0.11% | 00.0% | Unchanged |
| Davis R M Inc | 8,836 | $361.0K | 0.01% | −305−3.3% | Reduced |
| Pacifica Capital Investments, LLC | 8,835 | $361.0K | 0.12% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 8,859 | $362.0K | 0.15% | +1,473+19.9% | Added |
| Childress Capital Advisors, LLC | 8,863 | $362.1K | 0.12% | +8,863 | New |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $362.6K | 0.18% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8,888 | $363.1K | 0.03% | +7,268+448.6% | Added |
| Grey Street Capital, LLC | 8,888 | $363.2K | 0.21% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 8,919 | $364.4K | 0.06% | −482−5.1% | Reduced |
| PDS Planning, Inc | 8,966 | $366.4K | 0.05% | +266+3.1% | Added |
| Monticello Wealth Management, LLC | 8,981 | $367.0K | 0.04% | 00.0% | Unchanged |
| Claar Advisors LLC | 9,000 | $367.7K | 0.15% | 00.0% | Unchanged |
| Vontobel Asset Management Inc | 9,003 | $367.9K | 0.00% | −508−5.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 9,075 | $368.1K | 0.21% | +1,600+21.4% | Added |
| Winning Points Advisors, LLC | 9,006 | $368.4K | 0.65% | −400−4.3% | Reduced |
| Candriam Luxembourg S.C.A. | 9,028 | $368.9K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 9,029 | $368.9K | 0.14% | −221−2.4% | Reduced |
| Fort Point Capital Partners LLC | 9,067 | $370.5K | 0.06% | −1,480−14.0% | Reduced |
| APCM Wealth Management for Individuals | 9,069 | $370.6K | 0.06% | −2,439−21.2% | Reduced |
| Provence Wealth Management Group | 9,071 | $370.6K | 0.23% | +396+4.6% | Added |
| Gladstone Institutional Advisory LLC | 9,078 | $370.9K | 0.02% | −364−3.9% | Reduced |
| World Equity Group, Inc. | 9,082 | $371.1K | 0.08% | +9,082 | New |
| Harbor Investment Advisory, LLC | 9,098 | $371.7K | 0.05% | −3,245−26.3% | Reduced |
| Aaron Wealth Advisors | 9,122 | $372.7K | 0.05% | +136+1.5% | Added |
| Royal Fund Management, LLC | 9,124 | $372.8K | 0.05% | −33−0.4% | Reduced |
| West Branch Capital LLC | 9,136 | $373.3K | 0.20% | −746−7.5% | Reduced |
| Plancorp, LLC | 9,180 | $375.1K | 0.02% | +1,087+13.4% | Added |
| Keystone Financial Group | 9,195 | $375.7K | 0.06% | +155+1.7% | Added |
| Beta Wealth Group, Inc. | 9,205 | $376.1K | 0.22% | +1,405+18.0% | Added |
| Doliver Advisors, LP | 9,220 | $376.7K | 0.11% | −88−0.9% | Reduced |