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 |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 11,071 | $472.5K | 0.34% | +176+1.6% | Added |
| Zions Bancorporation, N.A. | 11,617 | $474.7K | 0.04% | −1,820−13.5% | Reduced |
| Tranquilli Financial Advisor LLC | 11,631 | $475.2K | 0.34% | +1,831+18.7% | Added |
| All Terrain Financial Advisors, LLC | 11,640 | $475.6K | 0.24% | +1,273+12.3% | Added |
| Trust Co of Vermont | 11,662 | $476.5K | 0.03% | +442+3.9% | Added |
| Legacy Financial Advisors, Inc. | 11,718 | $478.8K | 0.10% | +2,478+26.8% | Added |
| CSS LLC | 11,730 | $479.3K | 0.04% | −500−4.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 11,800 | $482.1K | 0.52% | +4,000+51.3% | Added |
| Leisure Capital Management | 11,802 | $482.2K | 0.28% | +64+0.5% | Added |
| StrategIQ Financial Group, LLC | 11,840 | $483.8K | 0.06% | +383+3.3% | Added |
| Perennial Investment Advisors, LLC | 11,872 | $485.1K | 0.09% | +314+2.7% | Added |
| Hodges Capital Management Inc. | 11,900 | $486.0K | 0.06% | +11,900 | Added |
| Sheets Smith Wealth Management | 11,908 | $486.6K | 0.07% | +29+0.2% | Added |
| South State Corp. | 11,912 | $486.7K | 0.05% | +44+0.4% | Added |
| G&S Capital LLC | 11,917 | $486.9K | 0.25% | +82+0.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,006 | $490.6K | 0.06% | +154+1.3% | Added |
| Farmers Trust Co | 12,036 | $491.8K | 0.11% | +291+2.5% | Added |
| Delta Financial Group, Inc. | 12,039 | $492.0K | 0.17% | +12,039 | New |
| Pacific Global Investment Management CO | 12,060 | $492.8K | 0.11% | −233−1.9% | Reduced |
| Cumberland Advisors Inc | 12,300 | $502.6K | 0.22% | −5,000−28.9% | Reduced |
| Wealthcare Advisory Partners LLC | 12,317 | $503.3K | 0.02% | −1,284−9.4% | Reduced |
| Gladius Capital Management LP | 12,349 | $504.6K | 0.14% | +12,349 | New |
| Jacobs & Co | 12,382 | $505.0K | 0.06% | +765+6.6% | Added |
| Fayez Sarofim & Co | 12,429 | $507.8K | 0.00% | +500+4.2% | Added |
| 9258 Wealth Management, LLC | 12,456 | $508.9K | 0.10% | −17−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 12,484 | $510.1K | 0.02% | +123+1.0% | Added |
| FineMark National Bank & Trust | 12,489 | $510.3K | 0.02% | −241−1.9% | Reduced |
| Eagle Asset Management Inc | 12,513 | $511.3K | 0.00% | +2,721+27.8% | Added |
| Sebold Capital Management, Inc. | 12,524 | $511.7K | 0.42% | +203+1.6% | Added |
| River Wealth Advisors LLC | 12,575 | $513.8K | 0.09% | +12+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 12,631 | $516.1K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 12,649 | $516.8K | 0.03% | −345−2.7% | Reduced |
| Citizens Financial Group Inc | 12,707 | $519.2K | 0.02% | −1,473−10.4% | Reduced |
| Belpointe Asset Management LLC | 12,753 | $521.1K | 0.05% | +3,840+43.1% | Added |
| IPG Investment Advisors LLC | 12,759 | $521.3K | 0.11% | +970+8.2% | Added |
| Proequities, Inc. | 12,766 | $521.6K | 0.04% | +22+0.2% | Added |
| OneAscent Financial Services LLC | 12,777 | $522.0K | 0.14% | +12,777 | New |
| Wintrust Investments LLC | 12,810 | $523.0K | 0.05% | +68+0.5% | Added |
| Family Legacy, Inc. | 12,800 | $523.0K | 0.22% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 12,810 | $523.4K | 0.03% | −1,055−7.6% | Reduced |
| Bridges Investment Management Inc | 12,814 | $523.6K | 0.02% | −8,288−39.3% | Reduced |
| Financial Advisory Corp | 12,837 | $524.0K | 0.24% | +24+0.2% | Added |
| Peak Planning Group, LLC | 12,854 | $525.2K | 0.41% | +5,000+63.7% | Added |
| Hilltop Holdings Inc. | 12,924 | $528.1K | 0.07% | +141+1.1% | Added |
| Allstate Corp | 12,934 | $528.5K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 12,952 | $529.2K | 0.05% | +1,098+9.3% | Added |
| Basepoint Wealth LLC | 12,984 | $530.5K | 0.43% | +138+1.1% | Added |
| Carson Advisory Inc. | 13,002 | $531.3K | 0.47% | −369−2.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 13,002 | $531.3K | 0.15% | +13,002 | New |
| CoreFirst Bank & Trust | 13,016 | $531.8K | 0.38% | +3,163+32.1% | Added |
| Gagnon Securities LLC | 13,056 | $533.5K | 0.13% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 13,126 | $536.3K | 0.11% | −3,851−22.7% | Reduced |
| Wimmer Associates 1, LLC | 13,141 | $536.9K | 0.34% | −2,200−14.3% | Reduced |
| Highline Wealth Partners LLC | 13,145 | $537.1K | 0.33% | 00.0% | Unchanged |
| Welch Group, LLC | 13,163 | $537.8K | 0.03% | −365−2.7% | Reduced |
| Weatherly Asset Management L. P. | 13,170 | $538.1K | 0.06% | −20.0% | Reduced |
| Wilson & Boucher Capital Management, LLC | 13,195 | $539.1K | 0.51% | −200−1.5% | Reduced |
| Purus Wealth Management, LLC | 13,215 | $540.0K | 0.36% | +109+0.8% | Added |
| North Star Asset Management Inc | 13,229 | $540.5K | 0.03% | −2,905−18.0% | Reduced |
| Breakwater Capital Group | 13,654 | $540.8K | 0.19% | +2,028+17.4% | Added |
| FinTrust Capital Advisors, LLC | 13,287 | $542.9K | 0.12% | −393−2.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 13,302 | $543.5K | 0.13% | +681+5.4% | Added |
| Knuff & Co LLC | 13,304 | $543.6K | 0.22% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13,399 | $547.5K | 0.06% | −294−2.1% | Reduced |
| AIMZ Investment Advisors, LLC | 13,419 | $548.3K | 0.24% | 00.0% | Unchanged |
| Madison Wealth Management | 13,432 | $548.8K | 0.12% | −248−1.8% | Reduced |
| Montecito Bank & Trust | 13,442 | $549.2K | 0.13% | 00.0% | Unchanged |
| DF Dent & Co Inc | 13,471 | $550.4K | 0.01% | −19−0.1% | Reduced |
| Cardiff Park Advisors, LLC | 13,474 | $550.5K | 0.07% | +23+0.2% | Added |
| Stokes Family Office, LLC | 13,490 | $551.2K | 0.06% | −2,539−15.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,521 | $552.5K | 0.06% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 14,024 | $553.9K | 0.62% | +350+2.6% | Added |
| DRW Securities, LLC | 13,563 | $554.0K | 0.04% | −47,385−77.7% | Reduced |
| Vertex Planning Partners, LLC | 13,570 | $554.5K | 0.19% | −2,229−14.1% | Reduced |
| MV Capital Management, Inc. | 13,595 | $555.5K | 0.07% | −2,312−14.5% | Reduced |
| Neumann Capital Management, LLC | 13,622 | $556.6K | 0.24% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 13,645 | $557.6K | 0.24% | +3,104+29.4% | Added |
| Gryphon Financial Partners LLC | 13,689 | $559.3K | 0.13% | −1,700−11.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 13,709 | $560.1K | 0.20% | −200−1.4% | Reduced |
| Pointe Capital Management LLC | 13,715 | $560.4K | 0.44% | +3,230+30.8% | Added |
| Cladis Investment Advisory, LLC | 13,822 | $564.8K | 0.49% | +10.0% | Added |
| Osterweis Capital Management Inc | 13,896 | $567.8K | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 13,938 | $569.5K | 0.03% | −327−2.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,953 | $570.1K | 0.14% | +842+6.4% | Added |
| Quadrant Private Wealth Management, LLC | 13,975 | $571.0K | 0.19% | 00.0% | Unchanged |
| Eclectic Associates Inc | 14,041 | $573.7K | 0.29% | +280+2.0% | Added |
| Highlander Capital Management, LLC | 14,071 | $575.0K | 0.23% | +534+3.9% | Added |
| Prio Wealth Limited Partnership | 14,076 | $575.1K | 0.02% | −1,093−7.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,100 | $576.0K | 0.43% | −108−0.8% | Reduced |
| Simmons Bank | 14,204 | $580.4K | 0.05% | −641−4.3% | Reduced |
| Gradient Investments LLC | 14,222 | $581.1K | 0.02% | −29−0.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 14,280 | $583.5K | 0.20% | −240−1.7% | Reduced |
| Park National Corp | 14,288 | $583.8K | 0.03% | −300−2.1% | Reduced |
| LifeSteps Financial, Inc. | 14,294 | $584.0K | 0.59% | +50.0% | Added |
| Kiley Juergens Wealth Management, LLC | 14,315 | $584.9K | 0.21% | +14,315 | New |
| Ingalls & Snyder LLC | 14,343 | $586.0K | 0.03% | +1,111+8.4% | Added |
| Wealth Alliance | 14,405 | $588.6K | 0.09% | +923+6.8% | Added |
| Richwood Investment Advisors, LLC | 14,433 | $589.7K | 0.60% | −50−0.3% | Reduced |
| Bragg Financial Advisors, Inc | 14,500 | $592.5K | 0.03% | −558−3.7% | Reduced |
| Boston Trust Walden Corp | 14,515 | $593.1K | 0.00% | +1,000+7.4% | Added |