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 |
|---|---|---|---|---|---|
| First Community Trust NA | 1,867 | $76.3K | 0.09% | 00.0% | Unchanged |
| Rogco, LP | 1,834 | $74.9K | 0.04% | +1,834 | New |
| Bogart Wealth, LLC | 1,817 | $74.2K | 0.00% | +288+18.8% | Added |
| Winch Advisory Services, LLC | 1,804 | $74.0K | 0.03% | +15+0.8% | Added |
| Gables Capital Management Inc. | 1,800 | $73.5K | 0.05% | −420−18.9% | Reduced |
| Earnest Partners LLC | 1,761 | $72.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,760 | $71.9K | 0.04% | −19−1.1% | Reduced |
| WFA Asset Management Corp | 1,723 | $70.4K | 0.04% | +40+2.4% | Added |
| SOA Wealth Advisors, LLC. | 1,718 | $70.2K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,687 | $68.9K | 0.03% | −885−34.4% | Reduced |
| Beacon Capital Management, LLC | 1,577 | $67.3K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 1,642 | $67.1K | 0.03% | +29+1.8% | Added |
| Mendota Financial Group, LLC | 1,604 | $65.5K | 0.07% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,593 | $65.1K | 0.02% | −1,488−48.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,576 | $64.0K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,559 | $63.7K | 0.03% | +27+1.8% | Added |
| Key Financial Inc | 1,557 | $63.6K | 0.02% | −387−19.9% | Reduced |
| Riverview Trust Co | 1,530 | $62.5K | 0.06% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,519 | $62.1K | 0.05% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,500 | $61.3K | 0.08% | +1,500 | New |
| Carolinas Wealth Consulting LLC | 1,539 | $61.2K | 0.02% | −2,343−60.4% | Reduced |
| BluePath Capital Management, LLC | 1,455 | $59.4K | 0.05% | +1,455 | New |
| New England Capital Financial Advisors LLC | 1,450 | $59.3K | 0.04% | +11+0.8% | Added |
| Ulland Investment Advisors, LLC | 1,435 | $59.0K | 0.06% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1,444 | $59.0K | 0.02% | +81+5.9% | Added |
| WR Wealth Planners, LLC | 1,436 | $58.7K | 0.02% | +219+18.0% | Added |
| Mascoma Wealth Management LLC | 1,405 | $57.4K | 0.02% | +124+9.7% | Added |
| Union Savings Bank | 1,403 | $57.3K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,401 | $57.2K | 0.02% | +60+4.5% | Added |
| Rocky Mountain Advisers, LLC | 1,400 | $57.2K | 0.03% | −40,275−96.6% | Reduced |
| Hollencrest Capital Management | 1,357 | $55.4K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,353 | $55.3K | 0.12% | +11+0.8% | Added |
| Family CFO Inc | 1,347 | $55.0K | 0.04% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1,280 | $54.6K | 0.01% | +20+1.6% | Added |
| Glass Jacobson Investment Advisors llc | 1,334 | $54.5K | 0.02% | +1+0.1% | Added |
| ING Groep NV | 1,317 | $53.8K | 0.00% | −435,457−99.7% | Reduced |
| Heritage Wealth Advisors | 1,306 | $53.4K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,302 | $53.2K | 0.02% | +4+0.3% | Added |
| SJS Investment Consulting Inc. | 1,279 | $52.3K | 0.01% | −237−15.6% | Reduced |
| Optimum Investment Advisors | 1,279 | $52.3K | 0.03% | +3+0.2% | Added |
| Cranbrook Wealth Management, LLC | 1,275 | $52.1K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 1,268 | $51.8K | 0.01% | +68+5.7% | Added |
| ORG Partners LLC | 1,261 | $51.5K | 0.02% | +960+318.9% | Added |
| Ramirez Asset Management, Inc. | 1,244 | $50.8K | 0.01% | +1,244 | New |
| Arcadia Investment Management Corp | 1,225 | $50.1K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,225 | $50.1K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $49.8K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,200 | $49.0K | 0.04% | −818−40.5% | Reduced |
| Covestor Ltd | 1,193 | $49.0K | 0.04% | −2,424−67.0% | Reduced |
| McIlrath & Eck, LLC | 1,194 | $48.8K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,180 | $48.2K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,160 | $47.4K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,152 | $47.1K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,135 | $46.4K | 0.00% | −2,200−66.0% | Reduced |
| Addison Advisors LLC | 1,103 | $45.1K | 0.02% | +71+6.9% | Added |
| Loomis Sayles & Co L P | 1,094 | $45.0K | 0.00% | +123+12.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,069 | $43.7K | 0.01% | −185−14.8% | Reduced |
| Rise Advisors, LLC | 1,055 | $43.1K | 0.03% | +9+0.9% | Added |
| Atticus Wealth Management, LLC | 1,050 | $42.9K | 0.02% | 00.0% | Unchanged |
| Westport Asset Management Inc | 1,000 | $40.9K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 979 | $40.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 958 | $39.1K | 0.03% | −209−17.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 907 | $37.1K | 0.01% | −75−7.6% | Reduced |
| Lam Group, Inc. | 900 | $36.8K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 899 | $36.7K | 0.01% | +734+444.8% | Added |
| Cyrus J. Lawrence, LLC | 900 | $36.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 860 | $35.0K | 0.00% | +1+0.1% | Added |
| Impact Partnership Wealth, LLC | 825 | $33.7K | 0.01% | +825 | New |
| Tortoise Investment Management, LLC | 821 | $33.5K | 0.00% | +21+2.6% | Added |
| Baystate Wealth Management LLC | 803 | $32.8K | 0.00% | +278+53.0% | Added |
| Tradewinds Capital Management, LLC | 795 | $32.5K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 778 | $31.8K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 700 | $28.6K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 693 | $28.3K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 682 | $27.9K | 0.00% | +108+18.8% | Added |
| TFC Financial Management | 655 | $26.8K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 648 | $26.5K | 0.00% | +4+0.6% | Added |
| Cedar Mountain Advisors, LLC | 643 | $26.3K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 640 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 633 | $25.9K | 0.01% | +74+13.2% | Added |
| Sutton Wealth Advisors Inc. | 627 | $25.6K | 0.01% | −52−7.7% | Reduced |
| Truvestments Capital LLC | 620 | $25.3K | 0.01% | −17−2.7% | Reduced |
| Fortis Group Advisors, LLC | 620 | $25.3K | 0.01% | +620 | New |
| Financial Management Professionals, Inc. | 623 | $25.0K | 0.00% | +96+18.2% | Added |
| RFP Financial Group LLC | 602 | $24.6K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 600 | $24.5K | 0.02% | −6−1.0% | Reduced |
| Carmel Capital Partners, LLC | 590 | $24.1K | 0.01% | +340+136.0% | Added |
| Resurgent Financial Advisors LLC | 581 | $23.7K | 0.02% | −325−35.9% | Reduced |
| Financial Freedom, LLC | 572 | $23.4K | 0.02% | −18−3.1% | Reduced |
| Private Ocean, LLC | 570 | $23.3K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 553 | $22.6K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 542 | $22.2K | 0.01% | +4+0.7% | Added |
| Dougherty Wealth Advisers LLC | 535 | $21.9K | 0.03% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 534 | $21.8K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 520 | $21.0K | 0.01% | 00.0% | Unchanged |
| AM Squared Ltd | 500 | $20.4K | 0.03% | −900−64.3% | Reduced |
| Orion Capital Management LLC | 500 | $20.4K | 0.01% | +500 | New |
| Bellevue Asset Management, LLC | 483 | $19.8K | 0.01% | +3+0.6% | Added |
| Barrett & Company, Inc. | 477 | $19.5K | 0.01% | −188−28.3% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 477 | $19.5K | 0.02% | 00.0% | Unchanged |