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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 26,534 | $1.08M | 0.07% | −916−3.3% | Reduced |
| Voya Financial Advisors, Inc. | 26,463 | $1.08M | 0.13% | +1,990+8.1% | Added |
| Sterling Investment Management, Inc. | 26,369 | $1.08M | 0.96% | −452−1.7% | Reduced |
| Essex Financial Services, Inc. | 26,274 | $1.07M | 0.12% | +8,480+47.7% | Added |
| Argent Advisors, Inc. | 26,245 | $1.07M | 0.49% | +1,664+6.8% | Added |
| Fourthstone LLC | 26,100 | $1.07M | 0.24% | +26,100 | New |
| Wrapmanager Inc | 25,896 | $1.06M | 0.34% | +794+3.2% | Added |
| LJI Wealth Management, LLC | 25,829 | $1.06M | 0.30% | −90.0% | Reduced |
| Penserra Capital Management LLC | 25,812 | $1.05M | 0.02% | −3,812−12.9% | Reduced |
| TRUE Private Wealth Advisors | 25,737 | $1.05M | 0.15% | +256+1.0% | Added |
| Thomasville National Bank | 25,695 | $1.05M | 0.10% | −446−1.7% | Reduced |
| Rothschild Investment Corp | 25,608 | $1.05M | 0.09% | −1,937−7.0% | Reduced |
| Holderness Investments Co | 25,595 | $1.05M | 0.41% | −843−3.2% | Reduced |
| Trust Co of Toledo NA | 25,555 | $1.04M | 0.21% | −3,056−10.7% | Reduced |
| Citadel Investment Advisory, Inc. | 25,557 | $1.04M | 0.68% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 25,526 | $1.04M | 0.10% | +866+3.5% | Added |
| Meiji Yasuda Life Insurance Co | 25,509 | $1.04M | 0.03% | −584−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 26,255 | $1.04M | 0.06% | −2,577−8.9% | Reduced |
| Ironwood Investment Counsel, LLC | 25,339 | $1.04M | 0.24% | −3,894−13.3% | Reduced |
| First Financial Bank - Trust Division | 25,086 | $1.03M | 0.11% | −1,232−4.7% | Reduced |
| Ostrum Asset Management | 25,020 | $1.02M | 0.09% | −2,956−10.6% | Reduced |
| Clarius Group, LLC | 25,018 | $1.02M | 0.10% | −6,757−21.3% | Reduced |
| NBC Securities, Inc. | 24,894 | $1.02M | 0.11% | +24,894 | New |
| Fulton Bank, N.A. | 24,768 | $1.01M | 0.05% | +2,800+12.7% | Added |
| Ronald Blue Trust, Inc. | 23,730 | $1.01M | 0.02% | −62−0.3% | Reduced |
| Cadinha & Co LLC | 24,696 | $1.01M | 0.22% | +100+0.4% | Added |
| First Horizon Advisors, Inc. | 24,644 | $1.01M | 0.04% | +56+0.2% | Added |
| First Citizens Bank & Trust Co | 24,571 | $1.00M | 0.02% | −170−0.7% | Reduced |
| First National Advisers, LLC | 24,543 | $1.00M | 0.45% | +9,801+66.5% | Added |
| Valley National Advisers Inc | 24,443 | $999.0K | 0.17% | −894−3.5% | Reduced |
| Tealwood Asset Management Inc | 24,390 | $997.0K | 0.51% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 24,372 | $995.9K | 0.36% | −10,896−30.9% | Reduced |
| Modera Wealth Management, LLC | 24,346 | $994.8K | 0.02% | −117−0.5% | Reduced |
| Buffington Mohr McNeal | 24,283 | $992.2K | 0.23% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 24,270 | $991.7K | 0.43% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 24,164 | $987.3K | 0.00% | +4,614+23.6% | Added |
| Martin & Co Inc | 24,153 | $986.9K | 0.26% | −186−0.8% | Reduced |
| Diametric Capital, LP | 24,055 | $982.9K | 0.41% | +15,735+189.1% | Added |
| First Bank & Trust | 23,991 | $980.3K | 0.26% | +91+0.4% | Added |
| ISAM Funds (UK) Ltd | 23,987 | $980.1K | 0.62% | +9,810+69.2% | Added |
| Sawyer & Company, Inc | 23,906 | $977.0K | 0.46% | +51+0.2% | Added |
| Goodwin Daniel L | 23,900 | $976.6K | 0.47% | −600−2.4% | Reduced |
| Miracle Mile Advisors, LLC | 23,891 | $976.2K | 0.03% | −150−0.6% | Reduced |
| Koss-Olinger Consulting, LLC | 23,873 | $975.0K | 0.14% | +9,683+68.2% | Added |
| Insight Advisors, LLC | 23,802 | $972.5K | 0.22% | −124−0.5% | Reduced |
| Harbour Investments, Inc. | 23,797 | $972.3K | 0.05% | +2,429+11.4% | Added |
| Alps Advisors Inc | 23,743 | $970.1K | 0.01% | +10,312+76.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 23,668 | $967.1K | 0.10% | −1,271−5.1% | Reduced |
| GHP Investment Advisors, Inc. | 23,529 | $963.7K | 0.06% | +284+1.2% | Added |
| Affinity Investment Advisors, LLC | 23,580 | $963.5K | 0.62% | −531−2.2% | Reduced |
| Lake Street Advisors Group, LLC | 23,562 | $963.0K | 0.06% | +1,338+6.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 23,501 | $960.3K | 0.26% | +20.0% | Added |
| Archford Capital Strategies, LLC | 23,480 | $959.4K | 0.19% | −1,147−4.7% | Reduced |
| Cercano Management LLC | 23,474 | $959.1K | 0.03% | 00.0% | Unchanged |
| GFG Capital, LLC | 23,369 | $954.9K | 0.31% | −179−0.8% | Reduced |
| Argus Investors' Counsel, Inc. | 23,358 | $954.4K | 0.69% | +1,084+4.9% | Added |
| GFS Advisors, LLC | 23,328 | $953.0K | 0.15% | +1,120+5.0% | Added |
| Moneta Group Investment Advisors LLC | 23,295 | $951.8K | 0.02% | −676−2.8% | Reduced |
| Prudent Man Advisors, LLC | 23,235 | $949.4K | 0.38% | +6,587+39.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 23,213 | $948.5K | 0.28% | +208+0.9% | Added |
| Hamilton Capital Partners Inc. | 23,200 | $948.0K | 0.34% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 23,199 | $947.9K | 0.12% | +4,437+23.6% | Added |
| Davidson Trust Co | 23,013 | $940.3K | 0.70% | −325−1.4% | Reduced |
| Evergreen Capital Management LLC | 22,935 | $937.1K | 0.04% | +69+0.3% | Added |
| Sunbelt Securities, Inc. | 22,880 | $934.9K | 0.13% | +39+0.2% | Added |
| Westmount Partners, LLC | 22,872 | $934.6K | 0.41% | +706+3.2% | Added |
| Massmutual Trust Co FSB | 22,787 | $931.1K | 0.03% | +1,594+7.5% | Added |
| Great Lakes Retirement, Inc. | 22,755 | $929.8K | 0.17% | +1,035+4.8% | Added |
| Washington Trust Co | 22,730 | $928.7K | 0.04% | −1,074−4.5% | Reduced |
| Congress Wealth Management LLC | 22,726 | $928.6K | 0.02% | −511−2.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,663 | $926.1K | 0.04% | −1,730−7.1% | Reduced |
| Pflug Koory, LLC | 22,654 | $925.6K | 0.54% | −165−0.7% | Reduced |
| Lazari Capital Management, Inc. | 22,602 | $923.5K | 0.55% | −156−0.7% | Reduced |
| Lodestar Private Asset Management LLC | 22,588 | $922.9K | 0.16% | −3,654−13.9% | Reduced |
| First City Capital Management, Inc. | 22,579 | $922.6K | 0.58% | −2,160−8.7% | Reduced |
| Rossmore Private Capital | 22,474 | $918.3K | 0.14% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 22,443 | $917.0K | 0.51% | −9,620−30.0% | Reduced |
| Aspire Private Capital, LLC | 22,361 | $913.7K | 0.30% | +1,687+8.2% | Added |
| Jaffetilchin Investment Partners, LLC | 22,320 | $912.0K | 0.10% | +182+0.8% | Added |
| HBK Sorce Advisory LLC | 22,298 | $911.1K | 0.04% | +3,968+21.6% | Added |
| Ameritas Advisory Services, LLC | 22,021 | $906.1K | 0.05% | +12,257+125.5% | Added |
| Sweeney & Michel, LLC | 22,096 | $905.5K | 0.47% | +71+0.3% | Added |
| Ruffer LLP | 22,000 | $899.6K | 0.05% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 21,834 | $892.2K | 0.11% | +579+2.7% | Added |
| Pacific Center for Financial Services | 21,832 | $892.0K | 0.30% | −1,275−5.5% | Reduced |
| Avantax Planning Partners, Inc. | 21,813 | $891.3K | 0.04% | +225+1.0% | Added |
| RNC Capital Management LLC | 21,698 | $886.6K | 0.06% | −1,336−5.8% | Reduced |
| Verdence Capital Advisors LLC | 21,663 | $885.1K | 0.10% | −41,854−65.9% | Reduced |
| Private Management Group Inc | 21,660 | $885.0K | 0.04% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 21,635 | $884.0K | 0.44% | −10.0% | Reduced |
| IHT Wealth Management, LLC | 21,570 | $881.3K | 0.04% | +622+3.0% | Added |
| Investors Asset Management of Georgia Inc | 22,226 | $879.4K | 0.49% | −656−2.9% | Reduced |
| Laurel Wealth Advisors LLC | 21,501 | $878.5K | 0.19% | −736−3.3% | Reduced |
| Excalibur Management Corp | 21,463 | $877.0K | 0.46% | −565−2.6% | Reduced |
| CenterStar Asset Management, LLC | 21,310 | $871.0K | 2.36% | +2,582+13.8% | Added |
| WealthPLAN Partners, LLC | 21,287 | $869.8K | 0.10% | −515−2.4% | Reduced |
| Courier Capital LLC | 21,287 | $869.8K | 0.07% | −3,950−15.7% | Reduced |
| Ballentine Partners, LLC | 21,285 | $869.7K | 0.02% | +1,487+7.5% | Added |
| Seneca Financial Advisors LLC | 21,273 | $869.2K | 0.60% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 21,267 | $869.0K | 0.00% | +21,267 | New |