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 |
|---|---|---|---|---|---|
| Cedar Brook Financial Partners, LLC | 6,027 | $246.3K | 0.06% | −336−5.3% | Reduced |
| Imprint Wealth LLC | 6,027 | $246.3K | 0.21% | −94,333−94.0% | Reduced |
| Means Investment Co., Inc. | 6,022 | $246.1K | 0.04% | −439−6.8% | Reduced |
| Wallace Capital Management Inc. | 6,010 | $245.6K | 0.04% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 6,000 | $245.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 6,000 | $245.0K | 0.13% | −2,060−25.6% | Reduced |
| Bryn Mawr Trust Co | 5,963 | $243.6K | 0.01% | −89−1.5% | Reduced |
| Nations Financial Group Inc, | 5,959 | $243.5K | 0.02% | −34−0.6% | Reduced |
| Kesler, Norman & Wride, LLC | 5,933 | $242.4K | 0.06% | +16+0.3% | Added |
| Arcataur Capital Management LLC | 5,914 | $241.6K | 0.10% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 5,912 | $241.6K | 0.06% | −90−1.5% | Reduced |
| JJJ Advisors Inc. | 5,908 | $241.4K | 0.06% | +1,867+46.2% | Added |
| Trust Co of Virginia | 5,903 | $241.2K | 0.03% | 00.0% | Unchanged |
| Defender Capital, LLC. | 5,893 | $240.8K | 0.09% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 5,884 | $240.4K | 0.06% | +13+0.2% | Added |
| Atlas Brown,Inc. | 5,862 | $239.5K | 0.11% | −43−0.7% | Reduced |
| Raleigh Capital Management Inc. | 5,855 | $239.2K | 0.12% | +304+5.5% | Added |
| Finer Wealth Management, Inc. | 5,843 | $238.7K | 0.19% | +353+6.4% | Added |
| Josh Arnold Investment Consultant, LLC | 6,000 | $237.7K | 0.25% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 5,790 | $236.6K | 0.29% | −66−1.1% | Reduced |
| Summit Global Investments | 5,753 | $235.0K | 0.02% | +343+6.3% | Added |
| Investment Advisory Group, LLC | 5,743 | $234.7K | 0.12% | +82+1.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,733 | $234.3K | 0.01% | −4,819−45.7% | Reduced |
| Strategic Wealth Designers | 5,725 | $233.9K | 0.04% | −1,274−18.2% | Reduced |
| Advus Financial Partners, LLC | 5,716 | $233.6K | 0.09% | +836+17.1% | Added |
| E Fund Management Co., Ltd. | 5,710 | $233.0K | 0.02% | −557−8.9% | Reduced |
| SPC Financial, Inc. | 5,700 | $232.9K | 0.03% | +155+2.8% | Added |
| Ballast, Inc. | 5,690 | $232.5K | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 5,689 | $232.5K | 0.05% | −659−10.4% | Reduced |
| Patten & Patten Inc | 5,689 | $232.5K | 0.02% | −25−0.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,686 | $232.3K | 0.03% | −7,163−55.7% | Reduced |
| Planning Center, Inc. | 5,686 | $232.3K | 0.06% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 5,669 | $231.6K | 0.09% | +5,669 | New |
| Cutter & CO Brokerage, Inc. | 5,667 | $231.6K | 0.07% | −1,999−26.1% | Reduced |
| Family Firm, Inc. | 5,658 | $231.2K | 0.06% | +7+0.1% | Added |
| HHM Wealth Advisors, LLC | 5,645 | $230.7K | 0.05% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 5,641 | $230.5K | 0.07% | −46−0.8% | Reduced |
| IFG Advisory, LLC | 5,611 | $229.3K | 0.02% | +5,611 | New |
| Silverlake Wealth Management LLC | 5,609 | $229.2K | 0.13% | +32+0.6% | Added |
| Detalus Advisors, LLC | 5,600 | $228.8K | 0.11% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,599 | $228.8K | 0.04% | +5,599 | New |
| Cottonwood Capital Advisors, LLC | 5,579 | $228.0K | 0.21% | +5,579 | New |
| Chapin Davis, Inc. | 5,549 | $226.7K | 0.11% | +565+11.3% | Added |
| Powers Advisory Group, LLC | 5,501 | $224.8K | 0.15% | +30+0.5% | Added |
| Thrive Wealth Management, LLC | 5,495 | $224.5K | 0.06% | −240−4.2% | Reduced |
| Aprio Wealth Management, LLC | 5,494 | $224.5K | 0.06% | −836−13.2% | Reduced |
| Denver Wealth Management, Inc. | 5,462 | $223.2K | 0.14% | +38+0.7% | Added |
| Howard Capital Management Group, LLC | 5,450 | $222.7K | 0.02% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 5,448 | $222.6K | 0.09% | −36−0.7% | Reduced |
| Verus Capital Partners, LLC | 5,438 | $222.2K | 0.03% | −105−1.9% | Reduced |
| Eagle Harbor Asset Management Inc | 5,437 | $222.2K | 0.29% | +625+13.0% | Added |
| Successful Portfolios LLC | 5,427 | $221.7K | 0.20% | −46−0.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,421 | $221.5K | 0.01% | −3,697−40.5% | Reduced |
| Hardy Reed LLC | 5,419 | $221.4K | 0.04% | −70−1.3% | Reduced |
| CFO4Life Group, LLC | 5,408 | $221.0K | 0.05% | −904−14.3% | Reduced |
| Patton Albertson Miller Group, LLC | 5,405 | $220.8K | 0.04% | −222−3.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,401 | $220.7K | 0.06% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,392 | $220.3K | 0.07% | +5,392 | New |
| Evoke Wealth, LLC | 5,378 | $219.7K | 0.01% | −2,111−28.2% | Reduced |
| Meeder Asset Management Inc | 5,377 | $219.7K | 0.02% | −53−1.0% | Reduced |
| Woodstock Corp | 5,374 | $219.6K | 0.03% | −610−10.2% | Reduced |
| Alaethes Wealth LLC | 5,363 | $219.1K | 0.12% | 00.0% | Unchanged |
| Golden Green, Inc. | 5,349 | $218.6K | 0.23% | +6+0.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $218.0K | 0.12% | +5,394 | New |
| Mosaic Family Wealth Partners, LLC | 5,313 | $217.1K | 0.04% | +5+0.1% | Added |
| Weaver Consulting Group | 5,308 | $216.9K | 0.10% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 5,306 | $216.8K | 0.12% | −473−8.2% | Reduced |
| Constitution Capital LLC | 5,300 | $216.6K | 0.15% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 5,277 | $215.6K | 0.03% | −118−2.2% | Reduced |
| Intelligence Driven Advisers, LLC | 5,522 | $215.2K | 0.04% | +740+15.5% | Added |
| Deltec Asset Management LLC | 5,260 | $214.9K | 0.05% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,256 | $214.7K | 0.16% | +1,039+24.6% | Added |
| Colonial Trust Advisors | 5,254 | $214.7K | 0.02% | −927−15.0% | Reduced |
| Brave Warrior Advisors, LLC | 5,250 | $214.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5,249 | $214.5K | 0.02% | −501−8.7% | Reduced |
| Matrix Private Capital Group LLC | 5,248 | $214.4K | 0.16% | +10.0% | Added |
| Affinity Capital Advisors, LLC | 5,240 | $214.1K | 0.06% | +297+6.0% | Added |
| Johnson & White Wealth Management, LLC | 5,248 | $214.0K | 0.19% | +5,248 | New |
| Advisory Alpha, LLC | 5,226 | $213.6K | 0.01% | −299−5.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,204 | $212.6K | 0.06% | 00.0% | Unchanged |
| M&R Capital Management Inc | 5,199 | $212.4K | 0.06% | −389−7.0% | Reduced |
| Financial Advocates Investment Management | 5,178 | $211.6K | 0.02% | −252−4.6% | Reduced |
| Strategic Blueprint, LLC | 5,173 | $211.4K | 0.02% | −253−4.7% | Reduced |
| Wade G W & Inc | 5,169 | $211.0K | 0.01% | +5,169 | New |
| Alternative Investment Advisors, LLC. | 5,162 | $210.9K | 0.15% | +5,162 | New |
| Narus Financial Partners, LLC | 5,145 | $210.2K | 0.11% | +50+1.0% | Added |
| Caldwell Sutter Capital, Inc. | 5,126 | $209.4K | 0.12% | +92+1.8% | Added |
| MUFG Securities EMEA plc | 5,121 | $209.2K | 0.02% | −4,119−44.6% | Reduced |
| Burt Wealth Advisors | 5,117 | $209.1K | 0.06% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 5,120 | $209.0K | 0.00% | +140+2.8% | Added |
| Key Client Fiduciary Advisors, LLC | 5,112 | $208.9K | 0.13% | +40+0.8% | Added |
| Whalerock Point Partners, LLC | 5,108 | $208.7K | 0.07% | 00.0% | Unchanged |
| Win Advisors, Inc | 5,096 | $208.2K | 0.10% | +5,096 | New |
| Avaii Wealth Management, LLC | 5,083 | $207.7K | 0.16% | +5,083 | New |
| Quintet Private Bank (Europe) S.A. | 5,082 | $207.7K | 0.01% | −666−11.6% | Reduced |
| McAdam, LLC | 5,081 | $207.6K | 0.02% | +167+3.4% | Added |
| Levin Capital Strategies, L.P. | 5,077 | $207.4K | 0.03% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,068 | $207.1K | 0.10% | +10.0% | Added |
| Westover Capital Advisors, LLC | 5,047 | $206.2K | 0.07% | +5,047 | New |
| Mission Creek Capital Partners, Inc. | 5,043 | $206.0K | 0.07% | −66−1.3% | Reduced |