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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 14,539 | $594.1K | 0.15% | +329+2.3% | Added |
| JNBA Financial Advisors | 14,556 | $594.7K | 0.07% | −100−0.7% | Reduced |
| Alliance Wealth Advisors, LLC | 14,626 | $597.6K | 0.22% | +9,921+210.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,627 | $597.7K | 0.04% | −223−1.5% | Reduced |
| Convergence Investment Partners, LLC | 14,737 | $602.0K | 0.36% | +1,666+12.7% | Added |
| Valmark Advisers, Inc. | 14,762 | $603.2K | 0.01% | −74−0.5% | Reduced |
| C2C Wealth Management, LLC | 15,268 | $603.5K | 0.09% | +3,825+33.4% | Added |
| Beach Investment Counsel Inc | 14,787 | $604.0K | 0.08% | +4,623+45.5% | Added |
| Claro Advisors LLC | 14,784 | $604.1K | 0.15% | −603−3.9% | Reduced |
| McDaniel Terry & Co | 14,808 | $605.0K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 14,821 | $606.0K | 0.15% | +26+0.2% | Added |
| Prelude Capital Management, LLC | 14,879 | $608.0K | 0.05% | +9,339+168.6% | Added |
| Anchor Investment Management, LLC | 14,901 | $608.9K | 0.08% | −715−4.6% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $613.4K | 0.40% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 15,096 | $616.8K | 0.45% | +70+0.5% | Added |
| AMG National Trust Bank | 15,116 | $617.6K | 0.02% | −850−5.3% | Reduced |
| CIC Wealth, LLC | 15,127 | $618.1K | 0.22% | −944−5.9% | Reduced |
| Becker Capital Management Inc | 15,178 | $620.2K | 0.02% | +1,034+7.3% | Added |
| Stock Yards Bank & Trust Co | 15,184 | $620.4K | 0.02% | −1,213−7.4% | Reduced |
| Pure Financial Advisors, Inc. | 15,194 | $620.8K | 0.03% | +414+2.8% | Added |
| Cambridge Trust Co | 15,273 | $624.1K | 0.03% | +442+3.0% | Added |
| Ridgecrest Wealth Partners, LLC | 15,341 | $626.8K | 0.44% | +40+0.3% | Added |
| Abbrea Capital, LLC | 15,341 | $627.0K | 0.10% | −255−1.6% | Reduced |
| Arkadios Wealth Advisors | 15,346 | $627.0K | 0.06% | −1,880−10.9% | Reduced |
| Northwest Wealth Management, LLC | 15,353 | $627.3K | 0.23% | +839+5.8% | Added |
| Wealthspire Advisors, LLC | 15,362 | $627.7K | 0.01% | +5,089+49.5% | Added |
| Marcum Wealth, LLC | 15,471 | $632.1K | 0.08% | +412+2.7% | Added |
| M Holdings Securities, Inc. | 15,480 | $633.0K | 0.08% | +15,480 | New |
| Hendershot Investments Inc. | 15,605 | $637.6K | 0.11% | −11,721−42.9% | Reduced |
| StoneX Group Inc. | 15,703 | $641.6K | 0.07% | +4,257+37.2% | Added |
| Meridian Wealth Management, LLC | 15,719 | $642.3K | 0.04% | −537−3.3% | Reduced |
| Edge Capital Group, LLC | 15,722 | $642.4K | 0.04% | +11+0.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 15,767 | $644.2K | 0.02% | +2,432+18.2% | Added |
| Hexagon Capital Partners LLC | 15,768 | $644.3K | 0.17% | +1,346+9.3% | Added |
| Dakota Wealth Management | 15,786 | $645.0K | 0.03% | −1,272−7.5% | Reduced |
| Gilbert & Cook, Inc. | 15,826 | $646.6K | 0.10% | +500+3.3% | Added |
| Fukoku Mutual Life Insurance Co | 15,848 | $647.5K | 0.06% | 00.0% | Unchanged |
| Element Wealth, LLC | 15,890 | $649.3K | 0.47% | +171+1.1% | Added |
| Apella Capital, LLC | 15,964 | $652.3K | 0.05% | +195+1.2% | Added |
| Keystone Financial Services | 16,033 | $655.1K | 0.35% | −31−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 16,055 | $656.0K | 0.02% | +11,223+232.3% | Added |
| Nicolet Bankshares Inc | 16,068 | $656.5K | 0.20% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 16,071 | $656.7K | 0.03% | +291+1.8% | Added |
| Operose Advisors LLC | 16,112 | $658.3K | 0.26% | +3,386+26.6% | Added |
| AdvisorNet Financial, Inc | 16,150 | $659.9K | 0.06% | −3,277−16.9% | Reduced |
| Koshinski Asset Management, Inc. | 16,250 | $664.0K | 0.08% | +451+2.9% | Added |
| Deseret Mutual Benefit Administrators | 16,278 | $665.1K | 0.33% | −2,063−11.2% | Reduced |
| GM Advisory Group, Inc. | 16,326 | $667.1K | 0.05% | −649−3.8% | Reduced |
| Syon Capital LLC | 16,330 | $667.2K | 0.08% | +16,330 | New |
| Lantz Financial LLC | 16,373 | $669.0K | 0.27% | −110−0.7% | Reduced |
| Cypress Wealth Services, LLC | 16,377 | $669.2K | 0.19% | +16+0.1% | Added |
| Hutner Capital Management Inc | 16,386 | $669.5K | 0.41% | +10.0% | Added |
| Perennial Advisors, LLC | 16,390 | $669.7K | 0.18% | −3,030−15.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,400 | $670.1K | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 16,429 | $671.3K | 0.20% | +12+0.1% | Added |
| Cullinan Associates Inc | 16,445 | $671.9K | 0.04% | −23,320−58.6% | Reduced |
| Cito Capital Group, LLC | 16,503 | $674.0K | 0.33% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 16,514 | $674.8K | 0.32% | −675−3.9% | Reduced |
| JFS Wealth Advisors, LLC | 16,583 | $677.6K | 0.06% | +119+0.7% | Added |
| Cascade Investment Advisors, Inc. | 16,600 | $678.3K | 0.54% | −94−0.6% | Reduced |
| Intrua Financial, LLC | 16,631 | $679.6K | 0.12% | −767−4.4% | Reduced |
| Concord Wealth Partners | 16,661 | $680.8K | 0.14% | +2,972+21.7% | Added |
| Boltwood Capital Management | 16,700 | $682.4K | 0.25% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 16,726 | $683.4K | 0.53% | +336+2.1% | Added |
| Personal Cfo Solutions, LLC | 16,730 | $683.6K | 0.14% | +1,062+6.8% | Added |
| Appleton Partners Inc | 16,930 | $692.0K | 0.06% | −2,232−11.6% | Reduced |
| Heartland Bank & Trust Co | 16,944 | $692.3K | 0.55% | +228+1.4% | Added |
| Comerica Securities,inc. | 16,983 | $693.9K | 0.06% | −540−3.1% | Reduced |
| Circle Wealth Management, LLC | 17,102 | $698.8K | 0.02% | −16,873−49.7% | Reduced |
| Chicago Capital, LLC | 17,169 | $701.5K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 17,253 | $704.0K | 0.20% | +3,258+23.3% | Added |
| Lipe & Dalton | 17,300 | $707.0K | 0.43% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 17,348 | $708.8K | 0.13% | −460−2.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 17,350 | $708.9K | 0.16% | −4,230−19.6% | Reduced |
| Essex Savings Bank | 17,360 | $709.3K | 0.24% | +319+1.9% | Added |
| Mutual Advisors, LLC | 17,429 | $712.2K | 0.03% | −2,818−13.9% | Reduced |
| Intrinsic Value Partners, LLC | 17,445 | $712.8K | 0.92% | 00.0% | Unchanged |
| LMCG Investments, LLC | 17,470 | $713.8K | 0.05% | −410−2.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 17,527 | $717.0K | 0.04% | 00.0% | Unchanged |
| 1st Source Bank | 17,571 | $718.0K | 0.05% | −1,098−5.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 17,606 | $719.4K | 0.04% | +364+2.1% | Added |
| IVC Wealth Advisors LLC | 17,607 | $719.4K | 0.48% | +54+0.3% | Added |
| Palisade Asset Management, LLC | 17,631 | $720.4K | 0.09% | 00.0% | Unchanged |
| Summit Financial Group Inc | 17,635 | $720.6K | 0.30% | −250−1.4% | Reduced |
| Buckingham Strategic Partners | 17,726 | $724.3K | 0.04% | +11,404+180.4% | Added |
| Lafayette Investments, Inc. | 17,745 | $725.1K | 0.20% | −900−4.8% | Reduced |
| Principle Wealth Partners LLC | 17,822 | $728.2K | 0.07% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 17,875 | $730.4K | 0.06% | +4,915+37.9% | Added |
| North Star Investment Management Corp. | 17,886 | $730.8K | 0.06% | +60.0% | Added |
| Diligent Investors, LLC | 17,911 | $731.9K | 0.22% | −2,690−13.1% | Reduced |
| Strategic Investment Advisors | 17,942 | $733.1K | 0.12% | −15,370−46.1% | Reduced |
| Tobam | 18,000 | $735.0K | 0.06% | −3,048−14.5% | Reduced |
| Wharton Business Group, LLC | 18,000 | $735.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17,994 | $735.2K | 0.08% | −440−2.4% | Reduced |
| Barbara Oil Co. | 18,000 | $735.5K | 0.35% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 18,019 | $736.3K | 0.35% | +18,019 | New |
| Relative Value Partners Group, LLC | 18,076 | $738.6K | 0.05% | +18,076 | New |
| BBR Partners, LLC | 18,094 | $739.3K | 0.08% | +7,951+78.4% | Added |
| Regents of the University of California | 18,106 | $739.8K | 0.09% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 18,115 | $740.2K | 0.39% | +18,115 | New |