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
- 1,975
- +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
- 721 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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 7,248 | $296.2K | 0.04% | +1,185+19.5% | Added |
| Wealth Effects LLC | 7,243 | $295.9K | 0.15% | +310+4.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 7,236 | $295.7K | 0.24% | +18+0.2% | Added |
| Alpha Family Trust | 7,220 | $295.0K | 0.22% | 00.0% | Unchanged |
| E&G Advisors, LP | 7,218 | $294.9K | 0.11% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 7,211 | $294.7K | 0.07% | +12+0.2% | Added |
| BancorpSouth Bank | 7,204 | $294.4K | 0.03% | −370−4.9% | Reduced |
| Berger Financial Group, Inc | 7,185 | $293.6K | 0.03% | +808+12.7% | Added |
| Plante Moran Financial Advisors, LLC | 7,168 | $292.9K | 0.04% | −16−0.2% | Reduced |
| Wayfinding Financial, LLC | 7,374 | $292.0K | 0.22% | −570−7.2% | Reduced |
| Pegasus Partners Ltd. | 7,091 | $289.7K | 0.04% | +1,807+34.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,131 | $288.9K | 0.00% | −6,016−45.8% | Reduced |
| Zullo Investment Group, Inc. | 7,064 | $288.6K | 0.17% | +253+3.7% | Added |
| Washington Trust Advisors, Inc. | 7,050 | $288.1K | 0.03% | +2,300+48.4% | Added |
| Formidable Asset Management, LLC | 7,003 | $286.1K | 0.06% | −10.0% | Reduced |
| Ausdal Financial Partners, Inc. | 7,000 | $286.0K | 0.04% | +15+0.2% | Added |
| Kearns & Associates LLC | 7,000 | $286.0K | 0.27% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,996 | $285.9K | 0.13% | +106+1.5% | Added |
| Westhampton Capital, LLC | 6,990 | $285.6K | 0.18% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 6,947 | $283.8K | 0.17% | −1,627−19.0% | Reduced |
| S.A. Mason LLC | 6,936 | $283.4K | 0.20% | −1,700−19.7% | Reduced |
| Delta Investment Management, LLC | 6,936 | $283.4K | 0.08% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 6,928 | $283.1K | 0.02% | −170−2.4% | Reduced |
| Legacy Bridge, LLC | 6,904 | $282.1K | 0.20% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 6,904 | $282.1K | 0.18% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 6,900 | $281.9K | 0.02% | −7,036−50.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,887 | $281.4K | 0.14% | −3,225−31.9% | Reduced |
| MEMBERS Trust Co | 6,861 | $280.7K | 0.01% | +488+7.7% | Added |
| Founders Capital Management | 6,864 | $280.5K | 0.21% | +51+0.7% | Added |
| New Republic Capital, LLC | 6,835 | $279.3K | 0.23% | −161−2.3% | Reduced |
| X-Square Capital, LLC | 6,547 | $279.0K | 0.19% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 6,825 | $279.0K | 0.08% | +493+7.8% | Added |
| Proficio Capital Partners LLC | 6,813 | $278.4K | 0.04% | −9,538−58.3% | Reduced |
| Enterprise Financial Services Corp | 6,811 | $278.3K | 0.19% | −153−2.2% | Reduced |
| Evolution Advisers, Inc. | 6,811 | $278.0K | 0.20% | 00.0% | Unchanged |
| Coastline Trust Co | 6,775 | $276.8K | 0.04% | −954−12.3% | Reduced |
| Guyasuta Investment Advisors Inc | 6,773 | $276.7K | 0.02% | +955+16.4% | Added |
| Arrow Financial Corp | 6,772 | $276.7K | 0.03% | −565−7.7% | Reduced |
| Well Done, LLC | 6,765 | $276.4K | 0.06% | −10−0.1% | Reduced |
| Guardian Wealth Management, Inc. | 6,757 | $276.1K | 0.26% | −319−4.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 6,757 | $276.1K | 0.28% | −457−6.3% | Reduced |
| SageView Advisory Group, LLC | 6,750 | $275.8K | 0.02% | +231+3.5% | Added |
| Drexel Morgan & Co. | 6,747 | $275.7K | 0.08% | +6,747 | New |
| Tucker Asset Management LLC | 6,727 | $274.9K | 0.07% | +733+12.2% | Added |
| Sand Hill Global Advisors, LLC | 6,718 | $274.5K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,700 | $274.0K | 0.02% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,703 | $273.9K | 0.07% | +75+1.1% | Added |
| Parsons Capital Management Inc | 6,701 | $273.8K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,685 | $273.1K | 0.03% | −6,168−48.0% | Reduced |
| Auxano Advisors, LLC | 6,681 | $273.0K | 0.11% | +27+0.4% | Added |
| Bouchey Financial Group Ltd | 6,677 | $272.8K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 6,675 | $272.7K | 0.22% | +615+10.1% | Added |
| AXS Investments LLC | 6,634 | $271.1K | 0.07% | −3,961−37.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,577 | $269.0K | 0.01% | +600+10.0% | Added |
| Van Cleef Asset Management,Inc | 6,581 | $268.9K | 0.04% | +20.0% | Added |
| Wealth Architects, LLC | 6,579 | $268.8K | 0.05% | +59+0.9% | Added |
| UMA Financial Services, Inc. | 6,770 | $268.8K | 0.07% | −85−1.2% | Reduced |
| BNC Wealth Management, LLC | 6,570 | $268.5K | 0.14% | +10.0% | Added |
| Field & Main Bank | 6,570 | $268.4K | 0.13% | −1,011−13.3% | Reduced |
| Cape Investment Advisory, Inc. | 6,527 | $266.7K | 0.15% | +679+11.6% | Added |
| Papp L Roy & Associates | 6,515 | $266.2K | 0.04% | +636+10.8% | Added |
| ERTS Wealth Advisors, LLC | 6,505 | $265.8K | 0.06% | −139−2.1% | Reduced |
| Nexus Investment Management ULC | 6,500 | $265.6K | 0.03% | 00.0% | Unchanged |
| ASB Consultores, LLC | 6,476 | $264.6K | 0.10% | −3,379−34.3% | Reduced |
| Kure Advisory, LLC | 6,466 | $264.2K | 0.15% | +6,466 | New |
| CVA Family Office, LLC | 6,466 | $264.2K | 0.06% | +390+6.4% | Added |
| Credential Qtrade Securities Inc. | 6,466 | $264.2K | 0.02% | −200−3.0% | Reduced |
| Wealthstream Advisors, Inc. | 6,420 | $262.3K | 0.14% | +6,420 | New |
| Stiles Financial Services Inc | 6,417 | $262.2K | 0.14% | +45+0.7% | Added |
| CKW Financial Group | 6,400 | $262.0K | 0.04% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 6,385 | $260.9K | 0.03% | −6,980−52.2% | Reduced |
| Cambridge Advisors Inc. | 6,380 | $260.7K | 0.07% | +20.0% | Added |
| CMG Global Holdings, LLC | 6,371 | $260.3K | 0.22% | +20.0% | Added |
| West Oak Capital, LLC | 6,375 | $260.0K | 0.13% | +650+11.4% | Added |
| Farther Finance Advisors, LLC | 6,350 | $259.4K | 0.04% | +1,912+43.1% | Added |
| Howland Capital Management LLC | 6,345 | $259.3K | 0.02% | −650−9.3% | Reduced |
| Fruth Investment Management | 6,318 | $258.0K | 0.08% | −100−1.6% | Reduced |
| Advisor OS, LLC | 6,301 | $257.5K | 0.04% | +862+15.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 6,297 | $257.3K | 0.17% | +36+0.6% | Added |
| Sunflower Bank, N.A. | 6,258 | $255.7K | 0.06% | −550−8.1% | Reduced |
| Ullmann Financial Group, Inc. | 6,236 | $254.8K | 0.05% | +28+0.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,233 | $254.7K | 0.01% | +992+18.9% | Added |
| LBMC Investment Advisors, LLC | 6,556 | $253.5K | 0.03% | 00.0% | Unchanged |
| Seven Mile Advisory | 6,203 | $253.5K | 0.27% | +44+0.7% | Added |
| True North Advisors, LLC | 6,191 | $253.0K | 0.08% | −34,275−84.7% | Reduced |
| Glassman Wealth Services | 6,185 | $252.7K | 0.04% | +58+0.9% | Added |
| Trustmark National Bank Trust Department | 6,174 | $252.3K | 0.02% | −25−0.4% | Reduced |
| Northwest Investment Counselors, LLC | 6,158 | $251.6K | 0.07% | −2,910−32.1% | Reduced |
| Financial Perspectives, Inc | 6,151 | $251.3K | 0.12% | +3,946+179.0% | Added |
| Millennium Capital Advisors, LLC | 6,150 | $251.3K | 0.21% | +200+3.4% | Added |
| Nomura Holdings Inc | 6,118 | $250.0K | 0.00% | −123,416−95.3% | Reduced |
| Klingenstein Fields & Co LP | 6,104 | $249.4K | 0.01% | +192+3.2% | Added |
| Riverbridge Partners LLC | 6,100 | $249.2K | 0.00% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 6,100 | $249.2K | 0.23% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 6,087 | $248.7K | 0.16% | −31−0.5% | Reduced |
| Willis Johnson & Associates, Inc. | 6,080 | $248.4K | 0.03% | −1,507−19.9% | Reduced |
| KLR Investment Advisors, LLC | 6,634 | $248.0K | 0.23% | +6,634 | New |
| SeaBridge Investment Advisors LLC | 6,045 | $247.0K | 0.08% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 6,040 | $246.8K | 0.07% | +6,040 | New |
| SFMG, LLC | 6,036 | $246.7K | 0.03% | +6,036 | New |