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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 17,712 | $443.2K | 0.05% | +17,712 | New |
| Private Portfolio Partners LLC | 10,780 | $440.5K | 0.11% | −440−3.9% | Reduced |
| Lee Financial Co | 10,770 | $440.1K | 0.08% | −17,866−62.4% | Reduced |
| Tocqueville Asset Management L.P. | 10,750 | $439.2K | 0.01% | −2,660−19.8% | Reduced |
| Mechanics Bank Trust Department | 10,738 | $438.8K | 0.07% | +414+4.0% | Added |
| Platform Technology Partners | 10,729 | $438.4K | 0.21% | −573−5.1% | Reduced |
| Aull & Monroe Investment Management Corp | 10,697 | $437.1K | 0.23% | −161−1.5% | Reduced |
| Douglas Lane & Associates, LLC | 10,679 | $436.3K | 0.01% | −993−8.5% | Reduced |
| Capital Advantage, Inc. | 10,668 | $435.9K | 0.09% | +10,668 | New |
| Hikari Tsushin, Inc. | 10,631 | $434.4K | 0.04% | 00.0% | Unchanged |
| Agf Management Ltd | 10,576 | $432.1K | 0.00% | +10,576 | New |
| Iron Horse Wealth Management, LLC | 10,555 | $431.3K | 0.21% | −200−1.9% | Reduced |
| Institute for Wealth Management, LLC. | 10,542 | $430.8K | 0.08% | −344−3.2% | Reduced |
| LGT Financial Advisors LLC | 10,532 | $430.3K | 0.55% | −295−2.7% | Reduced |
| Coastal Bridge Advisors, LLC | 10,463 | $427.5K | 0.11% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10,459 | $427.3K | 0.20% | −219−2.1% | Reduced |
| McCarthy Asset Management, Inc. | 10,442 | $426.7K | 0.31% | +30.0% | Added |
| Tarbox Family Office, Inc. | 10,419 | $425.7K | 0.09% | 00.0% | Unchanged |
| Flagstone Financial Management | 10,404 | $425.1K | 0.19% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 10,368 | $424.0K | 0.07% | −976−8.6% | Reduced |
| Balentine LLC | 10,337 | $422.4K | 0.01% | −907−8.1% | Reduced |
| Lauterbach Financial Advisors, LLC | 10,335 | $422.3K | 0.33% | +64+0.6% | Added |
| Quent Capital, LLC | 10,323 | $421.8K | 0.07% | +624+6.4% | Added |
| FSB Premier Wealth Management, Inc. | 10,322 | $421.8K | 0.23% | +554+5.7% | Added |
| Kovack Advisors, Inc. | 10,280 | $420.0K | 0.06% | −1,823−15.1% | Reduced |
| Stephenson National Bank & Trust | 10,248 | $418.7K | 0.23% | 00.0% | Unchanged |
| Studio Investment Management LLC | 10,246 | $418.7K | 0.12% | +4,920+92.4% | Added |
| Athena Investment Management | 10,205 | $417.0K | 0.30% | +10.0% | Added |
| Fifth Third Wealth Advisors LLC | 10,194 | $416.5K | 0.17% | +2,350+30.0% | Added |
| HCR Wealth Advisors | 10,181 | $416.0K | 0.09% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 10,160 | $415.1K | 0.03% | −500−4.7% | Reduced |
| Washington Trust Bank | 10,138 | $414.2K | 0.04% | +1,059+11.7% | Added |
| Monument Capital Management | 10,048 | $410.6K | 0.14% | −1,069−9.6% | Reduced |
| Desjardins Global Asset Management Inc. | 10,031 | $409.9K | 0.04% | −16,964−62.8% | Reduced |
| Garda Capital Partners LP | 9,994 | $408.4K | 0.26% | +9,994 | New |
| PFG Investments, LLC | 9,988 | $408.1K | 0.08% | +66+0.7% | Added |
| Check Capital Management Inc | 9,969 | $407.3K | 0.03% | −751,961−98.7% | Reduced |
| Zuckerman Investment Group, LLC | 9,968 | $407.3K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 9,900 | $404.5K | 0.23% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 9,886 | $403.9K | 0.08% | +4,948+100.2% | Added |
| Sherbrooke Park Advisers LLC | 9,853 | $402.6K | 0.13% | +9,853 | New |
| Sweet Financial Partners, LLC | 9,841 | $402.1K | 0.11% | +1,033+11.7% | Added |
| WealthShield Partners, LLC | 9,809 | $400.8K | 0.06% | −218−2.2% | Reduced |
| Parkside Financial Bank & Trust | 9,800 | $400.4K | 0.09% | +4,796+95.8% | Added |
| Bedel Financial Consulting, Inc. | 9,794 | $400.2K | 0.08% | +26+0.3% | Added |
| Bedel Financial Consulting Inc | 9,794 | $400.2K | 0.08% | +9,794 | New |
| Monarch Capital Management Inc | 9,730 | $397.6K | 0.13% | −1,230−11.2% | Reduced |
| LVW Advisors, LLC | 9,705 | $396.5K | 0.08% | −283−2.8% | Reduced |
| Hall Private Wealth Advisors | 9,700 | $396.3K | 0.27% | +9,700 | New |
| Echo Street Capital Management LLC | 9,661 | $394.7K | 0.00% | +4,561+89.4% | Added |
| Royal Capital Wealth Management, LLC | 9,646 | $394.1K | 0.38% | −265−2.7% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $392.1K | 0.10% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 9,580 | $391.0K | 0.24% | 00.0% | Unchanged |
| West Bancorporation Inc | 9,550 | $390.2K | 0.28% | −2,000−17.3% | Reduced |
| Cannell Peter B & Co Inc | 9,550 | $390.2K | 0.01% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 9,519 | $388.9K | 0.29% | 00.0% | Unchanged |
| Verity & Verity, LLC | 9,510 | $388.6K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 9,499 | $388.1K | 0.03% | −9,773−50.7% | Reduced |
| Front Street Capital Management, Inc. | 9,504 | $388.0K | 0.09% | −3,280−25.7% | Reduced |
| Sage Mountain Advisors LLC | 9,468 | $386.9K | 0.05% | +516+5.8% | Added |
| Fosun International Ltd | 9,435 | $385.5K | 0.06% | −37,347−79.8% | Reduced |
| Atwood & Palmer Inc | 9,420 | $384.9K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 9,399 | $384.1K | 0.00% | +1,241+15.2% | Added |
| West Family Investments, Inc. | 9,398 | $384.0K | 0.13% | 00.0% | Unchanged |
| Verum Partners LLC | 9,388 | $383.6K | 0.17% | +9,388 | New |
| MCF Advisors LLC | 9,376 | $383.1K | 0.03% | +282+3.1% | Added |
| Humankind Investments LLC | 9,363 | $382.6K | 0.16% | −671−6.7% | Reduced |
| Advisors Management Group Inc | 9,339 | $382.0K | 0.12% | −16−0.2% | Reduced |
| Virtue Capital Management, LLC | 8,776 | $381.6K | 0.06% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 9,317 | $380.7K | 0.02% | −133−1.4% | Reduced |
| Webster Bank, N. A. | 9,275 | $379.0K | 0.05% | −342−3.6% | Reduced |
| Texas Capital Bancshares Inc | 9,275 | $379.0K | 0.21% | −35−0.4% | Reduced |
| Sandy Spring Bank | 9,262 | $378.4K | 0.02% | +246+2.7% | Added |
| Doliver Advisors, LP | 9,220 | $376.7K | 0.11% | −88−0.9% | Reduced |
| Beta Wealth Group, Inc. | 9,205 | $376.1K | 0.22% | +1,405+18.0% | Added |
| Keystone Financial Group | 9,195 | $375.7K | 0.06% | +155+1.7% | Added |
| Plancorp, LLC | 9,180 | $375.1K | 0.02% | +1,087+13.4% | Added |
| West Branch Capital LLC | 9,136 | $373.3K | 0.20% | −746−7.5% | Reduced |
| Royal Fund Management, LLC | 9,124 | $372.8K | 0.05% | −33−0.4% | Reduced |
| Aaron Wealth Advisors | 9,122 | $372.7K | 0.05% | +136+1.5% | Added |
| Harbor Investment Advisory, LLC | 9,098 | $371.7K | 0.05% | −3,245−26.3% | Reduced |
| World Equity Group, Inc. | 9,082 | $371.1K | 0.08% | +9,082 | New |
| Gladstone Institutional Advisory LLC | 9,078 | $370.9K | 0.02% | −364−3.9% | Reduced |
| Provence Wealth Management Group | 9,071 | $370.6K | 0.23% | +396+4.6% | Added |
| APCM Wealth Management for Individuals | 9,069 | $370.6K | 0.06% | −2,439−21.2% | Reduced |
| Fort Point Capital Partners LLC | 9,067 | $370.5K | 0.06% | −1,480−14.0% | Reduced |
| Cim Investment Mangement Inc | 9,029 | $368.9K | 0.14% | −221−2.4% | Reduced |
| Candriam Luxembourg S.C.A. | 9,028 | $368.9K | 0.00% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 9,006 | $368.4K | 0.65% | −400−4.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 9,075 | $368.1K | 0.21% | +1,600+21.4% | Added |
| Vontobel Asset Management Inc | 9,003 | $367.9K | 0.00% | −508−5.3% | Reduced |
| Claar Advisors LLC | 9,000 | $367.7K | 0.15% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 8,981 | $367.0K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,966 | $366.4K | 0.05% | +266+3.1% | Added |
| Clear Creek Financial Management, LLC | 8,919 | $364.4K | 0.06% | −482−5.1% | Reduced |
| Grey Street Capital, LLC | 8,888 | $363.2K | 0.21% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8,888 | $363.1K | 0.03% | +7,268+448.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $362.6K | 0.18% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 8,863 | $362.1K | 0.12% | +8,863 | New |
| Everhart Financial Group, Inc. | 8,859 | $362.0K | 0.15% | +1,473+19.9% | Added |