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 |
|---|---|---|---|---|---|
| Beaumont Financial Advisors, LLC | 5,041 | $206.0K | 0.02% | +5,041 | New |
| Marino, Stram & Associates LLC | 5,032 | $205.6K | 0.06% | +44+0.9% | Added |
| Anson Funds Management LP | 5,029 | $205.5K | 0.07% | −44,971−89.9% | Reduced |
| Angeles Investment Advisors, LLC | 5,021 | $205.2K | 0.02% | −962−16.1% | Reduced |
| Indiana Trust & Investment Management CO | 5,015 | $204.9K | 0.10% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 5,012 | $204.8K | 0.03% | +110+2.2% | Added |
| West Wealth Group, LLC | 5,002 | $204.4K | 0.09% | −777−13.4% | Reduced |
| Puzo Michael J | 5,000 | $204.3K | 0.07% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 5,000 | $204.3K | 0.07% | 00.0% | Unchanged |
| HC Advisors, LLC | 4,988 | $203.8K | 0.12% | +4,988 | New |
| Nwam LLC | 4,970 | $203.1K | 0.02% | −1,742−26.0% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 4,949 | $202.2K | 0.07% | 00.0% | Unchanged |
| First Citizens Financial Corp | 4,913 | $200.7K | 0.14% | +4,913 | New |
| Amplius Wealth Advisors, LLC | 4,896 | $200.1K | 0.03% | −14−0.3% | Reduced |
| WoodTrust Financial Corp | 4,901 | $200.0K | 0.04% | 00.0% | Unchanged |
| Belmont Capital, LLC | 4,779 | $195.3K | 0.11% | +3,733+356.9% | Added |
| First Command Advisory Services, Inc. | 4,675 | $191.0K | 0.00% | +4,675 | New |
| Park Place Capital Corp | 4,663 | $190.5K | 0.06% | −532−10.2% | Reduced |
| V-Square Quantitative Management LLC | 4,622 | $188.9K | 0.08% | +4,337+1,521.8% | Added |
| Centennial Bank | 4,442 | $181.4K | 0.13% | +47+1.1% | Added |
| First Financial Corp | 4,381 | $179.0K | 0.10% | +2,065+89.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,367 | $178.4K | 0.00% | −54−1.2% | Reduced |
| PSI Advisors, LLC | 4,358 | $178.1K | 0.08% | −421−8.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,311 | $176.1K | 0.05% | +376+9.6% | Added |
| Eagle Bay Advisors LLC | 4,286 | $175.1K | 0.08% | +1,252+41.3% | Added |
| First Pacific Financial | 4,249 | $173.6K | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 4,170 | $170.4K | 0.02% | −30−0.7% | Reduced |
| Hantz Financial Services, Inc. | 4,171 | $170.0K | 0.00% | +99+2.4% | Added |
| United Community Bank | 4,135 | $169.0K | 0.08% | +4,135 | New |
| Community Bank, N.A. | 4,125 | $168.5K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 4,051 | $165.5K | 0.04% | +60+1.5% | Added |
| Hall Laurie J Trustee | 4,007 | $164.0K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4,012 | $163.0K | 0.12% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,966 | $162.1K | 0.04% | −29−0.7% | Reduced |
| Hillsdale Investment Management Inc. | 3,950 | $161.4K | 0.01% | +3,950 | New |
| Tompkins Financial Corp | 3,820 | $156.1K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,754 | $153.4K | 0.00% | +424+12.7% | Added |
| Column Capital Advisors, LLC | 3,730 | $152.4K | 0.02% | +10.0% | Added |
| Bangor Savings Bank | 3,719 | $152.0K | 0.02% | −204−5.2% | Reduced |
| Spartan Fund Management Inc. | 3,547 | $144.9K | 0.11% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,482 | $142.3K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,434 | $140.3K | 0.06% | +100+3.0% | Added |
| Independence Bank of Kentucky | 3,405 | $139.1K | 0.06% | −2,060−37.7% | Reduced |
| Creative Financial Designs Inc | 3,318 | $135.6K | 0.02% | −52−1.5% | Reduced |
| Rosenberg Matthew Hamilton | 3,254 | $133.0K | 0.04% | +240+8.0% | Added |
| West Paces Advisors Inc. | 3,185 | $130.1K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,169 | $129.5K | 0.08% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3,161 | $129.2K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,108 | $127.0K | 0.04% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,098 | $126.6K | 0.07% | +3,098 | New |
| West Michigan Advisors, LLC | 3,088 | $126.2K | 0.07% | +3,088 | New |
| SRS Capital Advisors, Inc. | 3,070 | $125.5K | 0.02% | +9+0.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,050 | $124.6K | 0.04% | +3,050 | New |
| Grove Bank & Trust | 3,046 | $124.5K | 0.03% | +32+1.1% | Added |
| Capital Advisors, Ltd. LLC | 2,988 | $122.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,079 | $122.0K | 0.01% | +580+23.2% | Added |
| Headinvest, LLC | 2,985 | $118.2K | 0.03% | +2,985 | New |
| Trust Co | 2,800 | $114.4K | 0.02% | −825−22.8% | Reduced |
| Banco de Sabadell, S.A | 2,747 | $112.0K | 0.10% | +808+41.7% | Added |
| Flaharty Asset Management, LLC | 2,738 | $111.9K | 0.02% | +2,738 | New |
| Clear Investment Research, LLC | 2,734 | $111.7K | 0.19% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,725 | $111.3K | 0.03% | +10.0% | Added |
| Colonial Trust Co | 2,635 | $107.7K | 0.03% | +221+9.2% | Added |
| Missouri Trust & Investment Co | 2,605 | $106.4K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,602 | $106.3K | 0.01% | +142+5.8% | Added |
| Newbridge Financial Services Group, Inc. | 2,597 | $106.1K | 0.05% | −1,846−41.5% | Reduced |
| Pathway Financial Advisers, LLC | 2,597 | $106.1K | 0.04% | +2,597 | New |
| Acropolis Investment Management, LLC | 2,579 | $105.4K | 0.01% | −392−13.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,510 | $102.6K | 0.05% | +6+0.2% | Added |
| Islay Capital Management, LLC | 2,500 | $102.2K | 0.09% | 00.0% | Unchanged |
| First Personal Financial Services | 2,489 | $101.7K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 2,479 | $101.3K | 0.06% | +1,256+102.7% | Added |
| Rock Creek Group, LP | 2,458 | $100.4K | 0.01% | −1,367−35.7% | Reduced |
| DB Wealth Management Group, LLC | 2,410 | $98.5K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,399 | $98.0K | 0.01% | −89−3.6% | Reduced |
| Nemes Rush Group LLC | 2,374 | $97.0K | 0.02% | −136−5.4% | Reduced |
| Hoese & Co LLP | 2,374 | $97.0K | 0.10% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,367 | $96.7K | 0.01% | 00.0% | Unchanged |
| American National Bank | 2,279 | $93.1K | 0.02% | −884−27.9% | Reduced |
| Pinnacle Holdings, LLC | 2,227 | $91.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 2,224 | $90.9K | 0.02% | +2,224 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $89.6K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,145 | $87.6K | 0.02% | +10.0% | Added |
| Oakworth Capital, Inc. | 2,138 | $87.4K | 0.01% | −455−17.5% | Reduced |
| Capula Management Ltd | 2,115 | $86.4K | 0.01% | +2,115 | New |
| GeoWealth Management, LLC | 2,117 | $86.0K | 0.01% | +1,108+109.8% | Added |
| Syntax Research, Inc. | 2,036 | $83.2K | 0.07% | +2,036 | New |
| KB Financial Partners, LLC | 2,041 | $83.0K | 0.02% | −230−10.1% | Reduced |
| Spirit of America Management Corp | 2,000 | $81.7K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 2,000 | $81.7K | 0.05% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,983 | $81.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,961 | $80.1K | 0.04% | +1,367+230.1% | Added |
| Global Financial Private Client, LLC | 2,021 | $80.1K | 0.04% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,957 | $80.0K | 0.08% | +1,639+515.4% | Added |
| CWS Financial Advisors, LLC | 1,949 | $79.6K | 0.03% | +1,949 | New |
| Clean Yield Group | 2,000 | $79.4K | 0.04% | −243−10.8% | Reduced |
| DT Investment Partners, LLC | 1,940 | $79.3K | 0.01% | +265+15.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $78.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,898 | $78.0K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,903 | $77.8K | 0.02% | 00.0% | Unchanged |