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 |
|---|---|---|---|---|---|
| Davis R M Inc | 8,836 | $361.0K | 0.01% | −305−3.3% | Reduced |
| Pacifica Capital Investments, LLC | 8,835 | $361.0K | 0.12% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 8,832 | $360.9K | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 8,831 | $360.8K | 0.03% | +1,456+19.7% | Added |
| Smith, Moore & Co. | 8,827 | $360.7K | 0.05% | +155+1.8% | Added |
| Manchester Capital Management LLC | 8,810 | $360.0K | 0.05% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 8,800 | $359.6K | 0.10% | 00.0% | Unchanged |
| Gratus Capital LLC | 8,778 | $358.7K | 0.02% | +3,229+58.2% | Added |
| Hudock, Inc. | 8,757 | $357.9K | 0.09% | +10.0% | Added |
| Tributary Capital Management, LLC | 8,750 | $357.5K | 0.03% | −100−1.1% | Reduced |
| Linscomb & Williams, Inc. | 8,748 | $357.4K | 0.02% | −1,450−14.2% | Reduced |
| Northeast Investment Management | 8,735 | $356.9K | 0.02% | −750−7.9% | Reduced |
| Biltmore Family Office, LLC | 8,704 | $355.6K | 0.08% | 00.0% | Unchanged |
| Ascent Group, LLC | 8,801 | $355.6K | 0.04% | −1,125−11.3% | Reduced |
| Evermay Wealth Management LLC | 8,701 | $355.5K | 0.07% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 8,690 | $355.1K | 0.02% | −167−1.9% | Reduced |
| OneAscent Wealth Management LLC | 8,684 | $355.0K | 0.16% | +8,684 | New |
| Bray Capital Advisors | 8,685 | $354.9K | 0.11% | −493−5.4% | Reduced |
| Campion Asset Management LLC | 8,625 | $352.4K | 0.33% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 8,624 | $352.4K | 0.27% | −1,167−11.9% | Reduced |
| Old North State Trust, LLC | 8,607 | $352.0K | 0.27% | −472−5.2% | Reduced |
| Financial Engines Advisors L.L.C. | 8,611 | $351.8K | 0.00% | +211+2.5% | Added |
| Equitable Trust Co | 8,605 | $351.6K | 0.03% | +363+4.4% | Added |
| Security National Bank of So Dak | 8,591 | $351.0K | 0.26% | +252+3.0% | Added |
| Sound View Wealth Advisors Group, LLC | 8,576 | $350.4K | 0.04% | +226+2.7% | Added |
| Traynor Capital Management, Inc. | 8,526 | $348.4K | 0.05% | −1,029−10.8% | Reduced |
| Intrust Bank NA | 8,494 | $347.1K | 0.04% | +58+0.7% | Added |
| First National Bank | 8,494 | $347.1K | 0.30% | −100−1.2% | Reduced |
| Waddell & Associates, LLC | 8,472 | $346.2K | 0.05% | −46−0.5% | Reduced |
| Gateway Wealth Partners, LLC | 8,467 | $345.9K | 0.06% | +73+0.9% | Added |
| Prentice Wealth Management LLC | 8,451 | $345.3K | 0.16% | +84+1.0% | Added |
| Regatta Capital Group, LLC | 8,443 | $345.0K | 0.11% | −2,070−19.7% | Reduced |
| RB Capital Management, LLC | 8,442 | $345.0K | 0.11% | −271−3.1% | Reduced |
| Financial Advisory Service, Inc. | 8,417 | $343.9K | 0.04% | +8+0.1% | Added |
| Nichols & Pratt Advisers LLP | 8,400 | $343.2K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 8,390 | $342.8K | 0.03% | −1,448−14.7% | Reduced |
| Pin Oak Investment Advisors Inc | 8,363 | $342.0K | 0.39% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 8,345 | $341.0K | 0.03% | +37+0.4% | Added |
| Summit Asset Management, LLC | 8,320 | $340.0K | 0.09% | 00.0% | Unchanged |
| Sippican Capital Advisors | 8,293 | $338.9K | 0.31% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 8,291 | $338.8K | 0.11% | +1,222+17.3% | Added |
| Cohen Capital Management, Inc. | 8,274 | $338.1K | 0.07% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 8,264 | $337.7K | 0.14% | −300−3.5% | Reduced |
| STAR Financial Bank | 8,257 | $337.4K | 0.35% | +800+10.7% | Added |
| Crawford Investment Counsel Inc | 8,217 | $335.7K | 0.01% | +55+0.7% | Added |
| Transamerica Financial Advisors, Inc. | 8,195 | $335.0K | 0.05% | −28−0.3% | Reduced |
| New Millennium Group LLC | 8,195 | $334.8K | 0.31% | −4,074−33.2% | Reduced |
| Capital Square, LLC | 8,018 | $333.0K | 0.45% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 8,136 | $332.4K | 0.05% | +89+1.1% | Added |
| Burke & Herbert Bank & Trust Co | 8,096 | $330.8K | 0.27% | −2,880−26.2% | Reduced |
| Vicus Capital | 8,087 | $330.4K | 0.03% | +937+13.1% | Added |
| Syverson Strege & Co | 8,085 | $330.3K | 0.15% | −1,423−15.0% | Reduced |
| Heritage Trust Co | 8,073 | $329.9K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 8,065 | $329.5K | 0.11% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,044 | $328.7K | 0.03% | −217−2.6% | Reduced |
| Occidental Asset Management, LLC | 8,011 | $327.3K | 0.08% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 7,976 | $326.3K | 0.16% | 00.0% | Unchanged |
| Sky Investment Group LLC | 7,965 | $325.4K | 0.07% | −59−0.7% | Reduced |
| Icon Wealth Partners, LLC | 7,904 | $322.9K | 0.04% | −16,160−67.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,887 | $322.3K | 0.03% | +16+0.2% | Added |
| Arbor Investment Advisors, LLC | 7,839 | $320.3K | 0.06% | −81−1.0% | Reduced |
| Ghe, LLC | 7,833 | $320.0K | 0.22% | +1,043+15.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,500 | $319.9K | 0.27% | −300−4.4% | Reduced |
| Weil Company, Inc. | 7,809 | $319.1K | 0.16% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,778 | $317.8K | 0.03% | −691−8.2% | Reduced |
| SNS Financial Group, LLC | 7,740 | $316.3K | 0.04% | +767+11.0% | Added |
| Visionary Wealth Advisors | 7,737 | $316.1K | 0.03% | −793−9.3% | Reduced |
| Flputnam Investment Management Co | 7,713 | $315.2K | 0.01% | +2,185+39.5% | Added |
| Baldwin Brothers Inc | 7,700 | $314.6K | 0.03% | −400−4.9% | Reduced |
| MKT Advisors LLC | 7,941 | $314.6K | 0.24% | +59+0.7% | Added |
| Bailard, Inc. | 7,681 | $313.8K | 0.01% | +213+2.9% | Added |
| Bank Hapoalim BM | 7,660 | $313.0K | 0.05% | −1,629−17.5% | Reduced |
| New Hampshire Trust | 7,655 | $312.8K | 0.08% | −295−3.7% | Reduced |
| Rational Advisors LLC | 7,647 | $312.5K | 0.03% | −3,197−29.5% | Reduced |
| Adviser Investments LLC | 7,612 | $311.0K | 0.01% | +7,612 | New |
| AlphaCore Capital LLC | 7,542 | $308.2K | 0.05% | −386−4.9% | Reduced |
| Titleist Asset Management, LLC | 7,522 | $307.3K | 0.06% | +7,522 | New |
| Founders Financial Alliance, LLC | 7,515 | $307.1K | 0.13% | −439−5.5% | Reduced |
| Retirement Group, LLC | 7,510 | $306.9K | 0.13% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 7,509 | $306.8K | 0.04% | +592+8.6% | Added |
| Cidel Asset Management Inc | 7,500 | $306.4K | 0.02% | 00.0% | Unchanged |
| Icapital Wealth LLC | 7,500 | $306.4K | 0.22% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 7,495 | $306.2K | 0.27% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 7,474 | $305.4K | 0.08% | −305−3.9% | Reduced |
| Core Alternative Capital | 7,470 | $305.2K | 0.05% | −139−1.8% | Reduced |
| Lynch & Associates | 7,459 | $304.8K | 0.08% | +334+4.7% | Added |
| First National Bank & Trust Co of Newtown | 7,436 | $303.8K | 0.07% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,424 | $303.4K | 0.08% | +453+6.5% | Added |
| New Jersey Better Educational Savings Trust | 7,401 | $302.4K | 0.74% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 7,400 | $302.4K | 0.11% | 00.0% | Unchanged |
| Cowa, LLC | 7,400 | $302.4K | 0.20% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 7,377 | $301.4K | 0.05% | −1,546−17.3% | Reduced |
| Brown Miller Wealth Management, LLC | 7,333 | $299.6K | 0.17% | +7,333 | New |
| Confluence Wealth Services, Inc. | 7,323 | $299.2K | 0.06% | +148+2.1% | Added |
| Wagner Wealth Management, LLC | 7,319 | $299.1K | 0.11% | −6−0.1% | Reduced |
| Keel Point, LLC | 7,314 | $298.8K | 0.04% | −873−10.7% | Reduced |
| Richard W. Paul & Associates, LLC | 7,311 | $298.7K | 0.14% | −231−3.1% | Reduced |
| Schulhoff & Co Inc | 7,270 | $297.1K | 0.15% | +5+0.1% | Added |
| Front Row Advisors LLC | 7,267 | $296.9K | 0.14% | −124−1.7% | Reduced |
| Simplicity Wealth,LLC | 7,253 | $296.4K | 0.17% | +61+0.8% | Added |