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 |
|---|---|---|---|---|---|
| Greatmark Investment Partners, Inc. | 17,348 | $708.8K | 0.13% | −460−2.6% | Reduced |
| Lipe & Dalton | 17,300 | $707.0K | 0.43% | 00.0% | Unchanged |
| Avion Wealth | 17,253 | $704.0K | 0.20% | +3,258+23.3% | Added |
| Chicago Capital, LLC | 17,169 | $701.5K | 0.03% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 17,102 | $698.8K | 0.02% | −16,873−49.7% | Reduced |
| Comerica Securities,inc. | 16,983 | $693.9K | 0.06% | −540−3.1% | Reduced |
| Heartland Bank & Trust Co | 16,944 | $692.3K | 0.55% | +228+1.4% | Added |
| Appleton Partners Inc | 16,930 | $692.0K | 0.06% | −2,232−11.6% | Reduced |
| Personal Cfo Solutions, LLC | 16,730 | $683.6K | 0.14% | +1,062+6.8% | Added |
| Garrison Point Advisors, LLC | 16,726 | $683.4K | 0.53% | +336+2.1% | Added |
| Boltwood Capital Management | 16,700 | $682.4K | 0.25% | 00.0% | Unchanged |
| Concord Wealth Partners | 16,661 | $680.8K | 0.14% | +2,972+21.7% | Added |
| Intrua Financial, LLC | 16,631 | $679.6K | 0.12% | −767−4.4% | Reduced |
| Cascade Investment Advisors, Inc. | 16,600 | $678.3K | 0.54% | −94−0.6% | Reduced |
| JFS Wealth Advisors, LLC | 16,583 | $677.6K | 0.06% | +119+0.7% | Added |
| Peoples Financial Services Corp. | 16,514 | $674.8K | 0.32% | −675−3.9% | Reduced |
| Cito Capital Group, LLC | 16,503 | $674.0K | 0.33% | 00.0% | Unchanged |
| Cullinan Associates Inc | 16,445 | $671.9K | 0.04% | −23,320−58.6% | Reduced |
| Keudell/Morrison Wealth Management | 16,429 | $671.3K | 0.20% | +12+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 16,400 | $670.1K | 0.02% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 16,390 | $669.7K | 0.18% | −3,030−15.6% | Reduced |
| Hutner Capital Management Inc | 16,386 | $669.5K | 0.41% | +10.0% | Added |
| Cypress Wealth Services, LLC | 16,377 | $669.2K | 0.19% | +16+0.1% | Added |
| Lantz Financial LLC | 16,373 | $669.0K | 0.27% | −110−0.7% | Reduced |
| Syon Capital LLC | 16,330 | $667.2K | 0.08% | +16,330 | New |
| GM Advisory Group, Inc. | 16,326 | $667.1K | 0.05% | −649−3.8% | Reduced |
| Deseret Mutual Benefit Administrators | 16,278 | $665.1K | 0.33% | −2,063−11.2% | Reduced |
| Koshinski Asset Management, Inc. | 16,250 | $664.0K | 0.08% | +451+2.9% | Added |
| AdvisorNet Financial, Inc | 16,150 | $659.9K | 0.06% | −3,277−16.9% | Reduced |
| Operose Advisors LLC | 16,112 | $658.3K | 0.26% | +3,386+26.6% | Added |
| Warren Averett Asset Management, LLC | 16,071 | $656.7K | 0.03% | +291+1.8% | Added |
| Nicolet Bankshares Inc | 16,068 | $656.5K | 0.20% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 16,055 | $656.0K | 0.02% | +11,223+232.3% | Added |
| Keystone Financial Services | 16,033 | $655.1K | 0.35% | −31−0.2% | Reduced |
| Apella Capital, LLC | 15,964 | $652.3K | 0.05% | +195+1.2% | Added |
| Element Wealth, LLC | 15,890 | $649.3K | 0.47% | +171+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 15,848 | $647.5K | 0.06% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 15,826 | $646.6K | 0.10% | +500+3.3% | Added |
| Dakota Wealth Management | 15,786 | $645.0K | 0.03% | −1,272−7.5% | Reduced |
| Hexagon Capital Partners LLC | 15,768 | $644.3K | 0.17% | +1,346+9.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 15,767 | $644.2K | 0.02% | +2,432+18.2% | Added |
| Edge Capital Group, LLC | 15,722 | $642.4K | 0.04% | +11+0.1% | Added |
| Meridian Wealth Management, LLC | 15,719 | $642.3K | 0.04% | −537−3.3% | Reduced |
| StoneX Group Inc. | 15,703 | $641.6K | 0.07% | +4,257+37.2% | Added |
| Hendershot Investments Inc. | 15,605 | $637.6K | 0.11% | −11,721−42.9% | Reduced |
| M Holdings Securities, Inc. | 15,480 | $633.0K | 0.08% | +15,480 | New |
| Marcum Wealth, LLC | 15,471 | $632.1K | 0.08% | +412+2.7% | Added |
| Wealthspire Advisors, LLC | 15,362 | $627.7K | 0.01% | +5,089+49.5% | Added |
| Northwest Wealth Management, LLC | 15,353 | $627.3K | 0.23% | +839+5.8% | Added |
| Arkadios Wealth Advisors | 15,346 | $627.0K | 0.06% | −1,880−10.9% | Reduced |
| Abbrea Capital, LLC | 15,341 | $627.0K | 0.10% | −255−1.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 15,341 | $626.8K | 0.44% | +40+0.3% | Added |
| Cambridge Trust Co | 15,273 | $624.1K | 0.03% | +442+3.0% | Added |
| Pure Financial Advisors, Inc. | 15,194 | $620.8K | 0.03% | +414+2.8% | Added |
| Stock Yards Bank & Trust Co | 15,184 | $620.4K | 0.02% | −1,213−7.4% | Reduced |
| Becker Capital Management Inc | 15,178 | $620.2K | 0.02% | +1,034+7.3% | Added |
| CIC Wealth, LLC | 15,127 | $618.1K | 0.22% | −944−5.9% | Reduced |
| AMG National Trust Bank | 15,116 | $617.6K | 0.02% | −850−5.3% | Reduced |
| Blackhawk Capital Partners LLC. | 15,096 | $616.8K | 0.45% | +70+0.5% | Added |
| Jupiter Wealth Management LLC | 15,000 | $613.4K | 0.40% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 14,901 | $608.9K | 0.08% | −715−4.6% | Reduced |
| Prelude Capital Management, LLC | 14,879 | $608.0K | 0.05% | +9,339+168.6% | Added |
| Liberty Wealth Management LLC | 14,821 | $606.0K | 0.15% | +26+0.2% | Added |
| McDaniel Terry & Co | 14,808 | $605.0K | 0.06% | 00.0% | Unchanged |
| Claro Advisors LLC | 14,784 | $604.1K | 0.15% | −603−3.9% | Reduced |
| Beach Investment Counsel Inc | 14,787 | $604.0K | 0.08% | +4,623+45.5% | Added |
| C2C Wealth Management, LLC | 15,268 | $603.5K | 0.09% | +3,825+33.4% | Added |
| Valmark Advisers, Inc. | 14,762 | $603.2K | 0.01% | −74−0.5% | Reduced |
| Convergence Investment Partners, LLC | 14,737 | $602.0K | 0.36% | +1,666+12.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,627 | $597.7K | 0.04% | −223−1.5% | Reduced |
| Alliance Wealth Advisors, LLC | 14,626 | $597.6K | 0.22% | +9,921+210.9% | Added |
| JNBA Financial Advisors | 14,556 | $594.7K | 0.07% | −100−0.7% | Reduced |
| JT Stratford LLC | 14,539 | $594.1K | 0.15% | +329+2.3% | Added |
| Boston Trust Walden Corp | 14,515 | $593.1K | 0.00% | +1,000+7.4% | Added |
| Bragg Financial Advisors, Inc | 14,500 | $592.5K | 0.03% | −558−3.7% | Reduced |
| Richwood Investment Advisors, LLC | 14,433 | $589.7K | 0.60% | −50−0.3% | Reduced |
| Wealth Alliance | 14,405 | $588.6K | 0.09% | +923+6.8% | Added |
| Ingalls & Snyder LLC | 14,343 | $586.0K | 0.03% | +1,111+8.4% | Added |
| Kiley Juergens Wealth Management, LLC | 14,315 | $584.9K | 0.21% | +14,315 | New |
| LifeSteps Financial, Inc. | 14,294 | $584.0K | 0.59% | +50.0% | Added |
| Park National Corp | 14,288 | $583.8K | 0.03% | −300−2.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 14,280 | $583.5K | 0.20% | −240−1.7% | Reduced |
| Gradient Investments LLC | 14,222 | $581.1K | 0.02% | −29−0.2% | Reduced |
| Simmons Bank | 14,204 | $580.4K | 0.05% | −641−4.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,100 | $576.0K | 0.43% | −108−0.8% | Reduced |
| Prio Wealth Limited Partnership | 14,076 | $575.1K | 0.02% | −1,093−7.2% | Reduced |
| Highlander Capital Management, LLC | 14,071 | $575.0K | 0.23% | +534+3.9% | Added |
| Eclectic Associates Inc | 14,041 | $573.7K | 0.29% | +280+2.0% | Added |
| Quadrant Private Wealth Management, LLC | 13,975 | $571.0K | 0.19% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,953 | $570.1K | 0.14% | +842+6.4% | Added |
| Rockland Trust Co | 13,938 | $569.5K | 0.03% | −327−2.3% | Reduced |
| Osterweis Capital Management Inc | 13,896 | $567.8K | 0.04% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 13,822 | $564.8K | 0.49% | +10.0% | Added |
| Pointe Capital Management LLC | 13,715 | $560.4K | 0.44% | +3,230+30.8% | Added |
| Shakespeare Wealth Management, Inc. | 13,709 | $560.1K | 0.20% | −200−1.4% | Reduced |
| Gryphon Financial Partners LLC | 13,689 | $559.3K | 0.13% | −1,700−11.0% | Reduced |
| FirstPurpose Wealth LLC | 13,645 | $557.6K | 0.24% | +3,104+29.4% | Added |
| Neumann Capital Management, LLC | 13,622 | $556.6K | 0.24% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13,595 | $555.5K | 0.07% | −2,312−14.5% | Reduced |
| Vertex Planning Partners, LLC | 13,570 | $554.5K | 0.19% | −2,229−14.1% | Reduced |