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 |
|---|---|---|---|---|---|
| Red Tortoise LLC | 476 | $19.4K | 0.01% | +283+146.6% | Added |
| JDM Financial Group LLC | 465 | $19.0K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 461 | $18.8K | 0.01% | +4+0.9% | Added |
| Knott David M Jr | 438 | $18.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 450 | $18.0K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 440 | $18.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 424 | $17.3K | 0.00% | +29+7.3% | Added |
| MB, Levis & Associates, LLC | 419 | $17.1K | 0.01% | +4+1.0% | Added |
| McClarren Financial Advisors, Inc. | 418 | $17.0K | 0.01% | +3+0.7% | Added |
| Costello Asset Management, INC | 398 | $16.3K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 378 | $15.5K | 0.00% | −71−15.8% | Reduced |
| Raffa Wealth Management, LLC | 366 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 361 | $14.8K | 0.00% | −1,700−82.5% | Reduced |
| Newton One Investments LLC | 356 | $14.5K | 0.01% | +3+0.8% | Added |
| Stephens Consulting, LLC | 355 | $14.5K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 350 | $14.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 348 | $14.2K | 0.00% | −2,852−89.1% | Reduced |
| America First Investment Advisors, LLC | 341 | $13.9K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 341 | $13.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 311 | $12.7K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 308 | $12.6K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 303 | $12.4K | 0.01% | +303 | New |
| Westside Investment Management, Inc. | 300 | $12.3K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 295 | $12.0K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 280 | $11.4K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 255 | $10.4K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 250 | $10.2K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 255 | $10.0K | 0.01% | −264−50.9% | Reduced |
| Coston, McIsaac & Partners | 258 | $10.0K | 0.00% | +1+0.4% | Added |
| Gleason Group, Inc. | 223 | $9.11K | 0.00% | +2+0.9% | Added |
| Kozak & Associates, Inc. | 216 | $8.56K | 0.00% | +2+0.9% | Added |
| Motco | 205 | $8.38K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 195 | $7.97K | 0.00% | +195 | New |
| Princeton Global Asset Management LLC | 194 | $7.93K | 0.00% | +1+0.5% | Added |
| Castleview Partners, LLC | 168 | $6.86K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 160 | $6.54K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 156 | $6.38K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 151 | $6.17K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 148 | $6.05K | 0.00% | −485−76.6% | Reduced |
| TSFG, LLC | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 140 | $5.72K | 0.28% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 135 | $5.52K | 0.00% | −10−6.9% | Reduced |
| Benjamin Edwards Inc | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 118 | $4.82K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 113 | $4.62K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 108 | $4.41K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 101 | $4.13K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $4.09K | 0.00% | – | – |
| Tanglewood Legacy Advisors, LLC | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 93 | $3.80K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 88 | $3.60K | 0.00% | +88 | New |
| Cassady Schiller Wealth Management, LLC | 79 | $3.23K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 73 | $2.99K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 73 | $2.98K | 0.04% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 68 | $2.78K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 67 | $2.74K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 63 | $2.57K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 62 | $2.53K | 0.00% | +62 | New |
| ZRC Wealth Management, LLC | 60 | $2.45K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Insight Inv LLC | 50 | $2.06K | 0.00% | +50 | New |
| Dividend Assets Capital, LLC | 55 | $2.00K | 0.00% | −25−31.3% | Reduced |
| ClariVest Asset Management LLC | 53 | $2.00K | 0.00% | +8+17.8% | Added |
| Authentikos Wealth Advisory, LLC | 41 | $1.68K | 0.00% | +41 | New |
| Pension & Wealth Management Advisors, Inc. | 37 | $1.51K | 0.00% | −48−56.5% | Reduced |
| Hallmark Capital Management Inc | 26 | $1.06K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 25 | $1.02K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 46 | $1.00K | 0.00% | +46 | New |
| Buck Wealth Strategies, LLC | 10 | $409 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 1 | $52 | 0.00% | −42−97.7% | Reduced |
| Eisler Capital (UK) Ltd. | 503,263 | – | – | −280,025−35.7% | Reduced |
| Quilter Plc | 18,523 | – | – | +112+0.6% | Added |
| Eisler Capital (US) LLC | 23,170 | – | – | +23,170 | New |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −6,662−100.0% | Sold out |
| Ogorek Anthony Joseph | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −734,563−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −714,842−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −530,928−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −289,331−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −258,866−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −233,663−100.0% | Sold out |
| Nixon Capital, LLC | 0 | $0 | 0.00% | −228,156−100.0% | Sold out |
| Loews Corp | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Price Jennifer C. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −123,509−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −116,387−100.0% | Sold out |
| McGinn Investment Management, Inc. | 0 | $0 | 0.00% | −85,436−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −63,647−100.0% | Sold out |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −39,512−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −40,168−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −38,300−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −34,307−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −33,989−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −33,821−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −30,461−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −26,109−100.0% | Sold out |