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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 9,262 | $378.4K | 0.02% | +246+2.7% | Added |
| Texas Capital Bancshares Inc | 9,275 | $379.0K | 0.21% | −35−0.4% | Reduced |
| Webster Bank, N. A. | 9,275 | $379.0K | 0.05% | −342−3.6% | Reduced |
| Fairview Capital Investment Management, LLC | 9,317 | $380.7K | 0.02% | −133−1.4% | Reduced |
| Virtue Capital Management, LLC | 8,776 | $381.6K | 0.06% | 00.0% | Unchanged |
| Advisors Management Group Inc | 9,339 | $382.0K | 0.12% | −16−0.2% | Reduced |
| Humankind Investments LLC | 9,363 | $382.6K | 0.16% | −671−6.7% | Reduced |
| MCF Advisors LLC | 9,376 | $383.1K | 0.03% | +282+3.1% | Added |
| Verum Partners LLC | 9,388 | $383.6K | 0.17% | +9,388 | New |
| West Family Investments, Inc. | 9,398 | $384.0K | 0.13% | 00.0% | Unchanged |
| Zacks Investment Management | 9,399 | $384.1K | 0.00% | +1,241+15.2% | Added |
| Atwood & Palmer Inc | 9,420 | $384.9K | 0.03% | 00.0% | Unchanged |
| Fosun International Ltd | 9,435 | $385.5K | 0.06% | −37,347−79.8% | Reduced |
| Sage Mountain Advisors LLC | 9,468 | $386.9K | 0.05% | +516+5.8% | Added |
| Front Street Capital Management, Inc. | 9,504 | $388.0K | 0.09% | −3,280−25.7% | Reduced |
| Avidian Wealth Solutions, LLC | 9,499 | $388.1K | 0.03% | −9,773−50.7% | Reduced |
| Verity & Verity, LLC | 9,510 | $388.6K | 0.05% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 9,519 | $388.9K | 0.29% | 00.0% | Unchanged |
| West Bancorporation Inc | 9,550 | $390.2K | 0.28% | −2,000−17.3% | Reduced |
| Cannell Peter B & Co Inc | 9,550 | $390.2K | 0.01% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 9,580 | $391.0K | 0.24% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,595 | $392.1K | 0.10% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 9,646 | $394.1K | 0.38% | −265−2.7% | Reduced |
| Echo Street Capital Management LLC | 9,661 | $394.7K | 0.00% | +4,561+89.4% | Added |
| Hall Private Wealth Advisors | 9,700 | $396.3K | 0.27% | +9,700 | New |
| LVW Advisors, LLC | 9,705 | $396.5K | 0.08% | −283−2.8% | Reduced |
| Monarch Capital Management Inc | 9,730 | $397.6K | 0.13% | −1,230−11.2% | Reduced |
| Bedel Financial Consulting, Inc. | 9,794 | $400.2K | 0.08% | +26+0.3% | Added |
| Bedel Financial Consulting Inc | 9,794 | $400.2K | 0.08% | +9,794 | New |
| Parkside Financial Bank & Trust | 9,800 | $400.4K | 0.09% | +4,796+95.8% | Added |
| WealthShield Partners, LLC | 9,809 | $400.8K | 0.06% | −218−2.2% | Reduced |
| Sweet Financial Partners, LLC | 9,841 | $402.1K | 0.11% | +1,033+11.7% | Added |
| Sherbrooke Park Advisers LLC | 9,853 | $402.6K | 0.13% | +9,853 | New |
| Principal Street Partners, LLC | 9,886 | $403.9K | 0.08% | +4,948+100.2% | Added |
| Alta Advisers Ltd | 9,900 | $404.5K | 0.23% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 9,968 | $407.3K | 0.06% | 00.0% | Unchanged |
| Check Capital Management Inc | 9,969 | $407.3K | 0.03% | −751,961−98.7% | Reduced |
| PFG Investments, LLC | 9,988 | $408.1K | 0.08% | +66+0.7% | Added |
| Garda Capital Partners LP | 9,994 | $408.4K | 0.26% | +9,994 | New |
| Desjardins Global Asset Management Inc. | 10,031 | $409.9K | 0.04% | −16,964−62.8% | Reduced |
| Monument Capital Management | 10,048 | $410.6K | 0.14% | −1,069−9.6% | Reduced |
| Washington Trust Bank | 10,138 | $414.2K | 0.04% | +1,059+11.7% | Added |
| Punch & Associates Investment Management, Inc. | 10,160 | $415.1K | 0.03% | −500−4.7% | Reduced |
| HCR Wealth Advisors | 10,181 | $416.0K | 0.09% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 10,194 | $416.5K | 0.17% | +2,350+30.0% | Added |
| Athena Investment Management | 10,205 | $417.0K | 0.30% | +10.0% | Added |
| Studio Investment Management LLC | 10,246 | $418.7K | 0.12% | +4,920+92.4% | Added |
| Stephenson National Bank & Trust | 10,248 | $418.7K | 0.23% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,280 | $420.0K | 0.06% | −1,823−15.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 10,322 | $421.8K | 0.23% | +554+5.7% | Added |
| Quent Capital, LLC | 10,323 | $421.8K | 0.07% | +624+6.4% | Added |
| Lauterbach Financial Advisors, LLC | 10,335 | $422.3K | 0.33% | +64+0.6% | Added |
| Balentine LLC | 10,337 | $422.4K | 0.01% | −907−8.1% | Reduced |
| Altfest L J & Co Inc | 10,368 | $424.0K | 0.07% | −976−8.6% | Reduced |
| Flagstone Financial Management | 10,404 | $425.1K | 0.19% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 10,419 | $425.7K | 0.09% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 10,442 | $426.7K | 0.31% | +30.0% | Added |
| Global Trust Asset Management, LLC | 10,459 | $427.3K | 0.20% | −219−2.1% | Reduced |
| Coastal Bridge Advisors, LLC | 10,463 | $427.5K | 0.11% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 10,532 | $430.3K | 0.55% | −295−2.7% | Reduced |
| Institute for Wealth Management, LLC. | 10,542 | $430.8K | 0.08% | −344−3.2% | Reduced |
| Iron Horse Wealth Management, LLC | 10,555 | $431.3K | 0.21% | −200−1.9% | Reduced |
| Agf Management Ltd | 10,576 | $432.1K | 0.00% | +10,576 | New |
| Hikari Tsushin, Inc. | 10,631 | $434.4K | 0.04% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 10,668 | $435.9K | 0.09% | +10,668 | New |
| Douglas Lane & Associates, LLC | 10,679 | $436.3K | 0.01% | −993−8.5% | Reduced |
| Aull & Monroe Investment Management Corp | 10,697 | $437.1K | 0.23% | −161−1.5% | Reduced |
| Platform Technology Partners | 10,729 | $438.4K | 0.21% | −573−5.1% | Reduced |
| Mechanics Bank Trust Department | 10,738 | $438.8K | 0.07% | +414+4.0% | Added |
| Tocqueville Asset Management L.P. | 10,750 | $439.2K | 0.01% | −2,660−19.8% | Reduced |
| Lee Financial Co | 10,770 | $440.1K | 0.08% | −17,866−62.4% | Reduced |
| Private Portfolio Partners LLC | 10,780 | $440.5K | 0.11% | −440−3.9% | Reduced |
| Americana Partners, LLC | 17,712 | $443.2K | 0.05% | +17,712 | New |
| Radnor Capital Management, LLC | 10,869 | $444.0K | 0.09% | +10,869 | New |
| Chicago Trust Co NA | 10,882 | $444.6K | 0.11% | −1,249−10.3% | Reduced |
| Hancock Whitney Corp | 10,895 | $445.2K | 0.02% | −1,835−14.4% | Reduced |
| Summit Financial, LLC | 10,940 | $447.0K | 0.03% | +4,566+71.6% | Added |
| Osborne Partners Capital Management, LLC | 10,955 | $447.6K | 0.03% | −1,694−13.4% | Reduced |
| L2 Asset Management, LLC | 1,413 | $449.6K | 0.22% | −8,474−85.7% | Reduced |
| PFW Advisors LLC | 11,031 | $450.7K | 0.16% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 11,050 | $451.0K | 0.29% | −398−3.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 11,055 | $451.7K | 0.25% | +454+4.3% | Added |
| Good Life Advisors, LLC | 11,105 | $453.8K | 0.05% | −771−6.5% | Reduced |
| First Foundation Advisors | 11,119 | $454.3K | 0.02% | −758−6.4% | Reduced |
| Canandaigua National Bank & Trust Co | 11,127 | $454.6K | 0.07% | −500−4.3% | Reduced |
| Bank of Hawaii | 11,146 | $455.4K | 0.03% | −132−1.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 11,160 | $456.0K | 0.10% | +2,760+32.9% | Added |
| Dumont & Blake Investment Advisors LLC | 11,172 | $456.0K | 0.15% | −197−1.7% | Reduced |
| Woodmont Investment Counsel LLC | 11,189 | $457.2K | 0.05% | −417−3.6% | Reduced |
| Alliance Wealth Advisors, LLC | 11,214 | $458.2K | 0.33% | +61+0.5% | Added |
| First Nebraska Trust Co | 11,216 | $458.3K | 0.06% | −466−4.0% | Reduced |
| Alterna Wealth Management, Inc | 11,219 | $458.4K | 0.59% | −150−1.3% | Reduced |
| Jones Financial Companies LLLP | 11,257 | $460.0K | 0.00% | −3,975−26.1% | Reduced |
| Pacifica Partners Inc. | 11,708 | $460.1K | 0.25% | +1,098+10.3% | Added |
| TCTC Holdings, LLC | 11,279 | $460.9K | 0.02% | −2,726−19.5% | Reduced |
| Mengis Capital Management, Inc. | 11,283 | $461.0K | 0.10% | +414+3.8% | Added |
| Cahill Financial Advisors Inc | 11,289 | $461.3K | 0.08% | −145−1.3% | Reduced |
| Blue Barn Wealth, LLC | 11,351 | $463.8K | 0.30% | +4,204+58.8% | Added |
| Prestige Wealth Management Group LLC | 11,386 | $465.2K | 0.11% | +9,623+545.8% | Added |
| Connectus Wealth, LLC | 11,547 | $472.0K | 0.01% | +51+0.4% | Added |