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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 21,245 | $868.1K | 0.02% | −3,660−14.7% | Reduced |
| Bartlett & Co. LLC | 21,245 | $868.0K | 0.02% | −3,660−14.7% | Reduced |
| Salem Investment Counselors Inc | 21,236 | $867.7K | 0.03% | −1,475−6.5% | Reduced |
| Kennedy Investment Group | 21,220 | $867.0K | 0.52% | −60.0% | Reduced |
| Sentry Investment Management LLC | 21,208 | $867.0K | 0.42% | −5,137−19.5% | Reduced |
| Sepio Capital, LP | 21,203 | $866.4K | 0.07% | −13,563−39.0% | Reduced |
| Boothbay Fund Management, LLC | 21,162 | $864.7K | 0.03% | +2,146+11.3% | Added |
| Kanawha Capital Management LLC | 21,139 | $863.7K | 0.08% | −30,903−59.4% | Reduced |
| Private Trust Co NA | 21,137 | $863.7K | 0.11% | −7,819−27.0% | Reduced |
| Ethic Inc. | 21,121 | $863.0K | 0.03% | +3,683+21.1% | Added |
| Capital Investment Advisory Services, LLC | 21,030 | $859.3K | 0.09% | −95−0.4% | Reduced |
| Stratos Wealth Advisors, LLC | 21,029 | $859.3K | 0.06% | +2,009+10.6% | Added |
| Pioneer Trust Bank N A | 20,900 | $854.0K | 0.28% | −765−3.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 21,504 | $853.5K | 0.12% | −790−3.5% | Reduced |
| Independent Financial Group, LLC | 20,818 | $850.6K | 0.06% | +2,144+11.5% | Added |
| Csenge Advisory Group | 20,723 | $846.7K | 0.06% | +1,497+7.8% | Added |
| RIA Advisory Group LLC | 20,633 | $843.0K | 0.38% | +711+3.6% | Added |
| Western Wealth Management, LLC | 20,588 | $841.2K | 0.07% | −905−4.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 20,551 | $839.7K | 0.25% | +1,398+7.3% | Added |
| London & Capital Asset Management Ltd | 20,467 | $836.3K | 0.08% | −39−0.2% | Reduced |
| Accredited Investors Inc. | 20,419 | $834.3K | 0.06% | +1,853+10.0% | Added |
| American State Bank (Iowa) | 20,399 | $833.5K | 0.60% | +188+0.9% | Added |
| LexAurum Advisors, LLC | 20,392 | $833.2K | 0.24% | +5,647+38.3% | Added |
| Telos Capital Management, Inc. | 20,391 | $833.2K | 0.12% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 20,359 | $831.9K | 0.02% | −2,443−10.7% | Reduced |
| BLB&B Advisors, LLC | 20,353 | $831.6K | 0.06% | −255−1.2% | Reduced |
| Sage Rhino Capital LLC | 20,321 | $830.3K | 0.23% | −173−0.8% | Reduced |
| ZWJ Investment Counsel Inc | 20,299 | $829.4K | 0.05% | +2,365+13.2% | Added |
| Caldwell Trust Co | 20,217 | $826.1K | 0.11% | −113−0.6% | Reduced |
| LS Investment Advisors, LLC | 20,213 | $825.9K | 0.16% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 20,112 | $821.8K | 0.54% | 00.0% | Unchanged |
| CX Institutional | 20,063 | $819.8K | 0.05% | +500+2.6% | Added |
| Bristlecone Advisors, LLC | 20,033 | $818.5K | 0.09% | −200−1.0% | Reduced |
| Spire Wealth Management | 20,025 | $818.2K | 0.03% | −5,893−22.7% | Reduced |
| Harbor Advisors LLC | 20,000 | $817.2K | 0.18% | 00.0% | Unchanged |
| Triumph Capital Management | 19,925 | $814.2K | 0.37% | −5,521−21.7% | Reduced |
| Lindbrook Capital, LLC | 19,911 | $813.6K | 0.09% | −1,293−6.1% | Reduced |
| Investors Research Corp | 19,825 | $810.0K | 0.21% | −386−1.9% | Reduced |
| Fragasso Group Inc. | 19,791 | $808.7K | 0.08% | −28,178−58.7% | Reduced |
| Johnson Investment Counsel Inc | 19,698 | $804.9K | 0.01% | +4,446+29.2% | Added |
| Busey Wealth Management | 19,653 | $803.0K | 0.03% | −1,202−5.8% | Reduced |
| First PREMIER Bank | 19,663 | $803.0K | 0.25% | +11,323+135.8% | Added |
| Main Street Research LLC | 19,578 | $800.0K | 0.08% | −37−0.2% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 19,542 | $798.5K | 1.06% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 20,096 | $797.4K | 0.14% | +9,819+95.5% | Added |
| Cornerstone Wealth Management, LLC | 19,490 | $796.3K | 0.08% | +571+3.0% | Added |
| Financial Counselors Inc | 19,310 | $789.0K | 0.02% | −948−4.7% | Reduced |
| Colony Group LLC | 19,207 | $785.0K | 0.01% | −1,021−5.0% | Reduced |
| DMG Group, LLC | 19,127 | $781.6K | 0.79% | −113−0.6% | Reduced |
| Stewart & Patten Co LLC | 19,120 | $781.2K | 0.14% | −300−1.5% | Reduced |
| Mather Group, LLC. | 19,105 | $780.6K | 0.01% | +3,032+18.9% | Added |
| VELA Investment Management, LLC | 19,088 | $779.9K | 0.34% | 00.0% | Unchanged |
| XML Financial, LLC | 19,078 | $779.5K | 0.09% | +1,158+6.5% | Added |
| Triad Investment Management | 19,036 | $777.8K | 1.14% | 00.0% | Unchanged |
| Bremer Bank National Association | 19,018 | $777.1K | 0.15% | −1,088−5.4% | Reduced |
| Annandale Capital, LLC | 19,025 | $777.0K | 0.23% | −68−0.4% | Reduced |
| Sentry LLC | 18,984 | $775.7K | 0.16% | −450−2.3% | Reduced |
| Gotham Asset Management, LLC | 18,952 | $774.4K | 0.02% | −6,096−24.3% | Reduced |
| Castle Rock Wealth Management, LLC | 19,503 | $772.9K | 0.26% | +30.0% | Added |
| Ramiah Investment Group | 18,890 | $771.8K | 0.80% | −5,266−21.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,802 | $768.2K | 0.49% | +120+0.6% | Added |
| Boit C F David | 19,363 | $767.0K | 0.52% | −3,800−16.4% | Reduced |
| Great Valley Advisor Group, Inc. | 18,562 | $758.0K | 0.03% | +240+1.3% | Added |
| First National Bank Sioux Falls | 18,457 | $754.2K | 0.45% | −1,617−8.1% | Reduced |
| Brookstone Capital Management | 18,310 | $754.0K | 0.02% | −1,267−6.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 18,432 | $753.0K | 0.32% | +18,432 | New |
| Sciencast Management LP | 18,355 | $750.0K | 0.34% | +6,455+54.2% | Added |
| Delap Wealth Advisory, LLC | 18,350 | $749.8K | 0.72% | +619+3.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 18,263 | $746.2K | 0.07% | −2,869−13.6% | Reduced |
| First National Trust Co | 18,233 | $745.0K | 0.04% | −1,735−8.7% | Reduced |
| WP Advisors, LLC | 18,169 | $742.4K | 0.31% | +151+0.8% | Added |
| Sittner & Nelson, LLC | 18,159 | $742.0K | 0.43% | +495+2.8% | Added |
| Lebenthal Global Advisors, LLC | 18,138 | $741.1K | 0.22% | −414−2.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 18,115 | $740.2K | 0.39% | +18,115 | New |
| Regents of the University of California | 18,106 | $739.8K | 0.09% | 00.0% | Unchanged |
| BBR Partners, LLC | 18,094 | $739.3K | 0.08% | +7,951+78.4% | Added |
| Relative Value Partners Group, LLC | 18,076 | $738.6K | 0.05% | +18,076 | New |
| Financial Partners Group, LLC | 18,019 | $736.3K | 0.35% | +18,019 | New |
| Barbara Oil Co. | 18,000 | $735.5K | 0.35% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17,994 | $735.2K | 0.08% | −440−2.4% | 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 |
| Strategic Investment Advisors | 17,942 | $733.1K | 0.12% | −15,370−46.1% | Reduced |
| Diligent Investors, LLC | 17,911 | $731.9K | 0.22% | −2,690−13.1% | Reduced |
| North Star Investment Management Corp. | 17,886 | $730.8K | 0.06% | +60.0% | Added |
| Legacy Private Trust Co. | 17,875 | $730.4K | 0.06% | +4,915+37.9% | Added |
| Principle Wealth Partners LLC | 17,822 | $728.2K | 0.07% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 17,745 | $725.1K | 0.20% | −900−4.8% | Reduced |
| Buckingham Strategic Partners | 17,726 | $724.3K | 0.04% | +11,404+180.4% | Added |
| Summit Financial Group Inc | 17,635 | $720.6K | 0.30% | −250−1.4% | Reduced |
| Palisade Asset Management, LLC | 17,631 | $720.4K | 0.09% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 17,607 | $719.4K | 0.48% | +54+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 17,606 | $719.4K | 0.04% | +364+2.1% | Added |
| 1st Source Bank | 17,571 | $718.0K | 0.05% | −1,098−5.9% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 17,527 | $717.0K | 0.04% | 00.0% | Unchanged |
| LMCG Investments, LLC | 17,470 | $713.8K | 0.05% | −410−2.3% | Reduced |
| Intrinsic Value Partners, LLC | 17,445 | $712.8K | 0.92% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 17,429 | $712.2K | 0.03% | −2,818−13.9% | Reduced |
| Essex Savings Bank | 17,360 | $709.3K | 0.24% | +319+1.9% | Added |
| Sompo Asset Management Co., Ltd. | 17,350 | $708.9K | 0.16% | −4,230−19.6% | Reduced |