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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 13,563 | $554.0K | 0.04% | −47,385−77.7% | Reduced |
| Providence Wealth Advisors, LLC | 14,024 | $553.9K | 0.62% | +350+2.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,521 | $552.5K | 0.06% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 13,490 | $551.2K | 0.06% | −2,539−15.8% | Reduced |
| Cardiff Park Advisors, LLC | 13,474 | $550.5K | 0.07% | +23+0.2% | Added |
| DF Dent & Co Inc | 13,471 | $550.4K | 0.01% | −19−0.1% | Reduced |
| Montecito Bank & Trust | 13,442 | $549.2K | 0.13% | 00.0% | Unchanged |
| Madison Wealth Management | 13,432 | $548.8K | 0.12% | −248−1.8% | Reduced |
| AIMZ Investment Advisors, LLC | 13,419 | $548.3K | 0.24% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13,399 | $547.5K | 0.06% | −294−2.1% | Reduced |
| Knuff & Co LLC | 13,304 | $543.6K | 0.22% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 13,302 | $543.5K | 0.13% | +681+5.4% | Added |
| FinTrust Capital Advisors, LLC | 13,287 | $542.9K | 0.12% | −393−2.9% | Reduced |
| Breakwater Capital Group | 13,654 | $540.8K | 0.19% | +2,028+17.4% | Added |
| North Star Asset Management Inc | 13,229 | $540.5K | 0.03% | −2,905−18.0% | Reduced |
| Purus Wealth Management, LLC | 13,215 | $540.0K | 0.36% | +109+0.8% | Added |
| Wilson & Boucher Capital Management, LLC | 13,195 | $539.1K | 0.51% | −200−1.5% | Reduced |
| Weatherly Asset Management L. P. | 13,170 | $538.1K | 0.06% | −20.0% | Reduced |
| Welch Group, LLC | 13,163 | $537.8K | 0.03% | −365−2.7% | Reduced |
| Highline Wealth Partners LLC | 13,145 | $537.1K | 0.33% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 13,141 | $536.9K | 0.34% | −2,200−14.3% | Reduced |
| Mainstay Capital Management LLC | 13,126 | $536.3K | 0.11% | −3,851−22.7% | Reduced |
| Gagnon Securities LLC | 13,056 | $533.5K | 0.13% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 13,016 | $531.8K | 0.38% | +3,163+32.1% | 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 |
| Basepoint Wealth LLC | 12,984 | $530.5K | 0.43% | +138+1.1% | Added |
| Graypoint LLC | 12,952 | $529.2K | 0.05% | +1,098+9.3% | Added |
| Allstate Corp | 12,934 | $528.5K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 12,924 | $528.1K | 0.07% | +141+1.1% | Added |
| Peak Planning Group, LLC | 12,854 | $525.2K | 0.41% | +5,000+63.7% | Added |
| Financial Advisory Corp | 12,837 | $524.0K | 0.24% | +24+0.2% | Added |
| Bridges Investment Management Inc | 12,814 | $523.6K | 0.02% | −8,288−39.3% | Reduced |
| Waldron Private Wealth LLC | 12,810 | $523.4K | 0.03% | −1,055−7.6% | Reduced |
| Family Legacy, Inc. | 12,800 | $523.0K | 0.22% | 00.0% | Unchanged |
| Wintrust Investments LLC | 12,810 | $523.0K | 0.05% | +68+0.5% | Added |
| OneAscent Financial Services LLC | 12,777 | $522.0K | 0.14% | +12,777 | New |
| Proequities, Inc. | 12,766 | $521.6K | 0.04% | +22+0.2% | Added |
| IPG Investment Advisors LLC | 12,759 | $521.3K | 0.11% | +970+8.2% | Added |
| Belpointe Asset Management LLC | 12,753 | $521.1K | 0.05% | +3,840+43.1% | Added |
| Citizens Financial Group Inc | 12,707 | $519.2K | 0.02% | −1,473−10.4% | Reduced |
| Chilton Capital Management LLC | 12,649 | $516.8K | 0.03% | −345−2.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 12,631 | $516.1K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 12,575 | $513.8K | 0.09% | +12+0.1% | Added |
| Sebold Capital Management, Inc. | 12,524 | $511.7K | 0.42% | +203+1.6% | Added |
| Eagle Asset Management Inc | 12,513 | $511.3K | 0.00% | +2,721+27.8% | Added |
| FineMark National Bank & Trust | 12,489 | $510.3K | 0.02% | −241−1.9% | Reduced |
| BKD Wealth Advisors, LLC | 12,484 | $510.1K | 0.02% | +123+1.0% | Added |
| 9258 Wealth Management, LLC | 12,456 | $508.9K | 0.10% | −17−0.1% | Reduced |
| Fayez Sarofim & Co | 12,429 | $507.8K | 0.00% | +500+4.2% | Added |
| Jacobs & Co | 12,382 | $505.0K | 0.06% | +765+6.6% | Added |
| Gladius Capital Management LP | 12,349 | $504.6K | 0.14% | +12,349 | New |
| Wealthcare Advisory Partners LLC | 12,317 | $503.3K | 0.02% | −1,284−9.4% | Reduced |
| Cumberland Advisors Inc | 12,300 | $502.6K | 0.22% | −5,000−28.9% | Reduced |
| Pacific Global Investment Management CO | 12,060 | $492.8K | 0.11% | −233−1.9% | Reduced |
| Delta Financial Group, Inc. | 12,039 | $492.0K | 0.17% | +12,039 | New |
| Farmers Trust Co | 12,036 | $491.8K | 0.11% | +291+2.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,006 | $490.6K | 0.06% | +154+1.3% | Added |
| G&S Capital LLC | 11,917 | $486.9K | 0.25% | +82+0.7% | Added |
| South State Corp. | 11,912 | $486.7K | 0.05% | +44+0.4% | Added |
| Sheets Smith Wealth Management | 11,908 | $486.6K | 0.07% | +29+0.2% | Added |
| Hodges Capital Management Inc. | 11,900 | $486.0K | 0.06% | +11,900 | Added |
| Perennial Investment Advisors, LLC | 11,872 | $485.1K | 0.09% | +314+2.7% | Added |
| StrategIQ Financial Group, LLC | 11,840 | $483.8K | 0.06% | +383+3.3% | Added |
| Leisure Capital Management | 11,802 | $482.2K | 0.28% | +64+0.5% | Added |
| Gordian Capital Singapore Pte Ltd | 11,800 | $482.1K | 0.52% | +4,000+51.3% | Added |
| CSS LLC | 11,730 | $479.3K | 0.04% | −500−4.1% | Reduced |
| Legacy Financial Advisors, Inc. | 11,718 | $478.8K | 0.10% | +2,478+26.8% | Added |
| Trust Co of Vermont | 11,662 | $476.5K | 0.03% | +442+3.9% | Added |
| All Terrain Financial Advisors, LLC | 11,640 | $475.6K | 0.24% | +1,273+12.3% | Added |
| Tranquilli Financial Advisor LLC | 11,631 | $475.2K | 0.34% | +1,831+18.7% | Added |
| Zions Bancorporation, N.A. | 11,617 | $474.7K | 0.04% | −1,820−13.5% | Reduced |
| Wallace Advisory Group, LLC | 11,071 | $472.5K | 0.34% | +176+1.6% | Added |
| Connectus Wealth, LLC | 11,547 | $472.0K | 0.01% | +51+0.4% | Added |
| Prestige Wealth Management Group LLC | 11,386 | $465.2K | 0.11% | +9,623+545.8% | Added |
| Blue Barn Wealth, LLC | 11,351 | $463.8K | 0.30% | +4,204+58.8% | Added |
| Cahill Financial Advisors Inc | 11,289 | $461.3K | 0.08% | −145−1.3% | Reduced |
| Mengis Capital Management, Inc. | 11,283 | $461.0K | 0.10% | +414+3.8% | Added |
| TCTC Holdings, LLC | 11,279 | $460.9K | 0.02% | −2,726−19.5% | Reduced |
| Pacifica Partners Inc. | 11,708 | $460.1K | 0.25% | +1,098+10.3% | Added |
| Jones Financial Companies LLLP | 11,257 | $460.0K | 0.00% | −3,975−26.1% | Reduced |
| Alterna Wealth Management, Inc | 11,219 | $458.4K | 0.59% | −150−1.3% | Reduced |
| First Nebraska Trust Co | 11,216 | $458.3K | 0.06% | −466−4.0% | Reduced |
| Alliance Wealth Advisors, LLC | 11,214 | $458.2K | 0.33% | +61+0.5% | Added |
| Woodmont Investment Counsel LLC | 11,189 | $457.2K | 0.05% | −417−3.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,172 | $456.0K | 0.15% | −197−1.7% | Reduced |
| Gyroscope Capital Management Group, LLC | 11,160 | $456.0K | 0.10% | +2,760+32.9% | Added |
| Bank of Hawaii | 11,146 | $455.4K | 0.03% | −132−1.2% | Reduced |
| Canandaigua National Bank & Trust Co | 11,127 | $454.6K | 0.07% | −500−4.3% | Reduced |
| First Foundation Advisors | 11,119 | $454.3K | 0.02% | −758−6.4% | Reduced |
| Good Life Advisors, LLC | 11,105 | $453.8K | 0.05% | −771−6.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 11,055 | $451.7K | 0.25% | +454+4.3% | Added |
| Beaton Management Co. Inc. | 11,050 | $451.0K | 0.29% | −398−3.5% | Reduced |
| PFW Advisors LLC | 11,031 | $450.7K | 0.16% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,413 | $449.6K | 0.22% | −8,474−85.7% | Reduced |
| Osborne Partners Capital Management, LLC | 10,955 | $447.6K | 0.03% | −1,694−13.4% | Reduced |
| Summit Financial, LLC | 10,940 | $447.0K | 0.03% | +4,566+71.6% | Added |
| Hancock Whitney Corp | 10,895 | $445.2K | 0.02% | −1,835−14.4% | Reduced |
| Chicago Trust Co NA | 10,882 | $444.6K | 0.11% | −1,249−10.3% | Reduced |
| Radnor Capital Management, LLC | 10,869 | $444.0K | 0.09% | +10,869 | New |