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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 191,106 | $7.81M | 0.14% | +22,294+13.2% | Added |
| Ziegler Capital Management, LLC | 190,555 | $7.79M | 0.31% | −6,057−3.1% | Reduced |
| Alerus Financial NA | 190,529 | $7.79M | 0.69% | −10,475−5.2% | Reduced |
| Olstein Capital Management, L.P. | 190,000 | $7.76M | 1.33% | −12,000−5.9% | Reduced |
| Commerce Bank | 189,266 | $7.73M | 0.06% | −4,106−2.1% | Reduced |
| Aquatic Capital Management LLC | 185,900 | $7.60M | 0.32% | +185,900 | New |
| Sprucegrove Investment Management Ltd | 184,927 | $7.56M | 0.48% | −15,237−7.6% | Reduced |
| Channing Capital Management, LLC | 182,708 | $7.47M | 0.25% | −10,613−5.5% | Reduced |
| Adams Asset Advisors, LLC | 181,700 | $7.42M | 1.00% | +21,184+13.2% | Added |
| Hikari Power Ltd | 180,340 | $7.37M | 0.72% | −47,500−20.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 180,000 | $7.35M | 0.03% | −317,000−63.8% | Reduced |
| Hennessy Advisors Inc | 178,100 | $7.28M | 0.51% | −1,900−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 174,224 | $7.12M | 0.22% | +3,060+1.8% | Added |
| Capstone Investment Advisors, LLC | 173,203 | $7.08M | 0.19% | +81,557+89.0% | Added |
| Parkwood LLC | 172,958 | $7.07M | 1.29% | +172,958 | New |
| Leith Wheeler Investment Counsel Ltd. | 171,484 | $7.01M | 0.93% | +45,850+36.5% | Added |
| Consilium Wealth Advisory, LLC | 171,212 | $7.00M | 4.90% | −12,594−6.9% | Reduced |
| RBF Capital, LLC | 170,000 | $6.95M | 0.46% | −10,000−5.6% | Reduced |
| Crestline Management, LP | 170,000 | $6.95M | 0.83% | +80,254+89.4% | Added |
| Advisor Partners II, LLC | 169,712 | $6.93M | 0.28% | +14,170+9.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 169,510 | $6.93M | 3.09% | 00.0% | Unchanged |
| Bokf, NA | 171,867 | $6.84M | 0.15% | +652+0.4% | Added |
| NorthCrest Asset Manangement, LLC | 162,626 | $6.64M | 0.27% | −2,256−1.4% | Reduced |
| Kestra Advisory Services, LLC | 162,397 | $6.64M | 0.07% | +6,519+4.2% | Added |
| Raymond James Trust N.A. | 160,333 | $6.55M | 0.19% | −30,778−16.1% | Reduced |
| YHB Investment Advisors, Inc. | 155,453 | $6.50M | 0.60% | +75,914+95.4% | Added |
| Virginia Retirement Systems Et Al | 158,100 | $6.46M | 0.06% | +158,100 | New |
| CSM Advisors, LLC | 158,160 | $6.46M | 0.56% | −200.0% | Reduced |
| Wolverine Trading, LLC | 157,032 | $6.42M | 0.06% | −12,024−7.1% | Reduced |
| New England Asset Management Inc | 155,995 | $6.37M | 1.05% | −8,942−5.4% | Reduced |
| BTC Capital Management, Inc. | 155,788 | $6.37M | 0.73% | +1,147+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 155,708 | $6.36M | 0.55% | −275−0.2% | Reduced |
| Meritage Portfolio Management | 155,290 | $6.34M | 0.47% | −3,464−2.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 155,284 | $6.34M | 0.03% | +155,284 | New |
| Los Angeles Capital Management LLC | 153,790 | $6.28M | 0.03% | +15,862+11.5% | Added |
| Cullen/Frost Bankers, Inc. | 153,423 | $6.27M | 0.11% | −3,038−1.9% | Reduced |
| Maltese Capital Management LLC | 152,500 | $6.23M | 2.37% | −45,000−22.8% | Reduced |
| Metropolitan Life Insurance Co | 151,380 | $6.19M | 0.32% | −12,140−7.4% | Reduced |
| Wealthsource Partners, LLC | 151,114 | $6.17M | 0.42% | −25,172−14.3% | Reduced |
| Empowered Funds, LLC | 150,448 | $6.15M | 0.18% | +5,580+3.9% | Added |
| Ally Financial Inc. | 150,000 | $6.13M | 0.90% | 00.0% | Unchanged |
| Twinbeech Capital LP | 149,047 | $6.09M | 0.12% | +149,047 | New |
| Poehling Capital Management, LLC | 148,646 | $6.07M | 2.13% | +370+0.2% | Added |
| Edgar Lomax Co | 148,547 | $6.07M | 0.41% | −2,410−1.6% | Reduced |
| Highland Capital Management, LLC | 148,376 | $6.06M | 0.42% | −18,953−11.3% | Reduced |
| Monte Financial Group, LLC | 147,655 | $6.03M | 3.05% | −1,057−0.7% | Reduced |
| CTC LLC | 146,615 | $5.99M | 0.27% | +146,615 | New |
| SG Americas Securities, LLC | 145,299 | $5.94M | 0.08% | −228,601−61.1% | Reduced |
| Blume Capital Management, Inc. | 143,278 | $5.85M | 1.74% | −255−0.2% | Reduced |
| Pathstone Family Office, LLC | 142,354 | $5.85M | 0.05% | +69,847+96.3% | Added |
| Gibraltar Capital Management, Inc. | 142,987 | $5.84M | 2.59% | +1,493+1.1% | Added |
| Tufton Capital Management | 141,152 | $5.77M | 1.29% | −906−0.6% | Reduced |
| Metis Global Partners, LLC | 140,969 | $5.76M | 0.28% | +18,405+15.0% | Added |
| Norinchukin Bank, The | 140,832 | $5.75M | 0.14% | −158,215−52.9% | Reduced |
| Cynosure Management, LLC | 140,341 | $5.73M | 1.76% | −13,114−8.5% | Reduced |
| EP Wealth Advisors, LLC | 140,095 | $5.72M | 0.09% | +129,261+1,193.1% | Added |
| Picton Mahoney Asset Management | 139,000 | $5.68M | 0.26% | +400.0% | Added |
| Waycross Partners, LLC | 138,532 | $5.66M | 1.25% | −27,824−16.7% | Reduced |
| TD Waterhouse Canada Inc. | 130,455 | $5.65M | 0.06% | −25,724−16.5% | Reduced |
| Institutional & Family Asset Management, LLC | 136,249 | $5.57M | 0.91% | +445+0.3% | Added |
| DCM Advisors, LLC | 135,800 | $5.55M | 2.51% | −1,784−1.3% | Reduced |
| Estabrook Capital Management | 135,788 | $5.55M | 0.98% | +3,147+2.4% | Added |
| tru Independence LLC | 134,362 | $5.49M | 1.90% | +443+0.3% | Added |
| Salzhauer Michael | 134,198 | $5.48M | 5.96% | −3,351−2.4% | Reduced |
| Beacon Financial Group | 132,339 | $5.46M | 0.78% | −1,086−0.8% | Reduced |
| Empirical Finance, LLC | 133,388 | $5.45M | 0.40% | +11,912+9.8% | Added |
| Tower Bridge Advisors | 132,453 | $5.41M | 0.50% | +11,944+9.9% | Added |
| Wolverine Asset Management LLC | 131,609 | $5.38M | 0.10% | +121,980+1,266.8% | Added |
| Chesley Taft & Associates LLC | 129,328 | $5.28M | 0.34% | +812+0.6% | Added |
| Long Focus Capital Management, LLC | 128,900 | $5.27M | 0.76% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 127,864 | $5.22M | 1.92% | −1,000−0.8% | Reduced |
| Sicart Associates LLC | 127,095 | $5.19M | 2.04% | −1,033−0.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 125,860 | $5.14M | 0.40% | −8,835−6.6% | Reduced |
| Cinctive Capital Management LP | 124,890 | $5.10M | 0.28% | +124,890 | New |
| Baxter Bros Inc | 123,486 | $5.05M | 0.77% | −4,021−3.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 121,993 | $4.98M | 0.09% | −380−0.3% | Reduced |
| Synovus Financial Corp | 121,937 | $4.98M | 0.06% | +46,525+61.7% | Added |
| Whittier Trust Co | 119,818 | $4.90M | 0.09% | +368+0.3% | Added |
| Hoey Investments, Inc | 118,333 | $4.84M | 1.62% | +5,307+4.7% | Added |
| Wedmont Private Capital | 121,557 | $4.83M | 0.49% | −4,013−3.2% | Reduced |
| Brinker Capital Investments, LLC | 117,480 | $4.80M | 0.06% | +29,416+33.4% | Added |
| Orion Portfolio Solutions, LLC | 117,480 | $4.80M | 0.06% | +29,416+33.4% | Added |
| Soltis Investment Advisors LLC | 117,400 | $4.80M | 0.62% | +87,389+291.2% | Added |
| Lido Advisors, LLC | 116,708 | $4.77M | 0.05% | +2,274+2.0% | Added |
| Ashton Thomas Private Wealth, LLC | 116,557 | $4.76M | 0.35% | +4,674+4.2% | Added |
| Acadian Asset Management LLC | 116,587 | $4.76M | 0.02% | −71,949−38.2% | Reduced |
| Rathbone Brothers plc | 116,021 | $4.74M | 0.03% | +116,021 | New |
| Marble Harbor Investment Counsel, LLC | 115,924 | $4.74M | 0.62% | −1,470−1.3% | Reduced |
| Thompson Investment Management, Inc. | 115,799 | $4.73M | 0.84% | −2,708−2.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 115,485 | $4.72M | 0.13% | −2,874−2.4% | Reduced |
| Sowell Financial Services LLC | 113,875 | $4.65M | 0.29% | −9,635−7.8% | Reduced |
| Bard Financial Services, Inc. | 112,840 | $4.61M | 0.57% | +395+0.4% | Added |
| TD Private Client Wealth LLC | 112,669 | $4.60M | 0.20% | −17,381−13.4% | Reduced |
| MSD Partners, L.P. | 112,325 | $4.59M | 0.37% | 00.0% | Unchanged |
| Centiva Capital, LP | 111,677 | $4.56M | 0.23% | +100,177+871.1% | Added |
| Avantax Advisory Services, Inc. | 111,651 | $4.56M | 0.05% | −3,999−3.5% | Reduced |
| Harvest Portfolios Group Inc. | 110,133 | $4.50M | 0.21% | +1,949+1.8% | Added |
| Regions Financial Corp | 109,775 | $4.49M | 0.04% | +10,754+10.9% | Added |
| NBW Capital LLC | 109,391 | $4.47M | 1.09% | −1,170−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 108,733 | $4.44M | 0.08% | +410+0.4% | Added |