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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 71,478 | $2.92M | 0.05% | −1,998−2.7% | Reduced |
| Independent Advisor Alliance | 70,593 | $2.88M | 0.13% | −13,364−15.9% | Reduced |
| Slagle Financial, LLC | 70,238 | $2.87M | 1.76% | +5,029+7.7% | Added |
| Greenleaf Trust | 69,337 | $2.83M | 0.03% | +5,600+8.8% | Added |
| Atom Investors LP | 69,025 | $2.82M | 0.64% | +69,025 | New |
| Schnieders Capital Management LLC | 68,529 | $2.80M | 0.63% | −3,800−5.3% | Reduced |
| Lee Danner & Bass Inc | 68,409 | $2.79M | 0.25% | −100−0.1% | Reduced |
| Sigma Planning Corp | 68,300 | $2.79M | 0.10% | +149+0.2% | Added |
| Stoneridge Investment Partners LLC | 67,480 | $2.76M | 1.30% | +54,262+410.5% | Added |
| National Asset Management, Inc. | 67,346 | $2.75M | 0.07% | −11,208−14.3% | Reduced |
| Sawtooth Solutions, LLC | 67,215 | $2.75M | 0.09% | −18,733−21.8% | Reduced |
| Bleakley Financial Group, LLC | 67,215 | $2.75M | 0.10% | −952−1.4% | Reduced |
| Toroso Investments, LLC | 67,172 | $2.74M | 0.08% | +10,293+18.1% | Added |
| Horizon Investments, LLC | 67,437 | $2.73M | 0.08% | −1,581−2.3% | Reduced |
| RMB Capital Management, LLC | 66,429 | $2.71M | 0.09% | +108+0.2% | Added |
| Karpas Strategies, LLC | 65,926 | $2.69M | 0.99% | −4,678−6.6% | Reduced |
| Valeo Financial Advisors, LLC | 65,916 | $2.69M | 0.12% | +5,330+8.8% | Added |
| Oldfather Financial Services, LLC | 64,796 | $2.65M | 1.34% | +10,003+18.3% | Added |
| Moors & Cabot, Inc. | 64,659 | $2.64M | 0.18% | −1,781−2.7% | Reduced |
| iA Global Asset Management Inc. | 64,542 | $2.64M | 0.07% | +64,542 | New |
| InterOcean Capital Group, LLC | 64,191 | $2.62M | 0.08% | +34+0.1% | Added |
| One River Asset Management, LLC | 63,977 | $2.61M | 1.22% | +48,286+307.7% | Added |
| Shell Asset Management Co | 63,702 | $2.60M | 0.11% | +16,327+34.5% | Added |
| Veriti Management LLC | 63,202 | $2.58M | 0.30% | +1,552+2.5% | Added |
| HB Wealth Management, LLC | 63,050 | $2.58M | 0.04% | +9,591+17.9% | Added |
| Capital Markets Trading UK LLP | 62,943 | $2.57M | 2.24% | +3,763+6.4% | Added |
| Focus Financial Network, Inc. | 62,798 | $2.57M | 0.14% | +520+0.8% | Added |
| Caas Capital Management LP | 62,128 | $2.54M | 0.56% | +62,128 | New |
| Baker Tilly Wealth Management, LLC | 61,867 | $2.53M | 0.42% | −92,001−59.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 61,547 | $2.51M | 0.04% | −5,090−7.6% | Reduced |
| IMS Capital Management | 61,283 | $2.50M | 1.49% | 00.0% | Unchanged |
| Golden State Equity Partners | 60,998 | $2.49M | 0.69% | +41,007+205.1% | Added |
| BlueCrest Capital Management Ltd | 60,771 | $2.48M | 0.39% | +60,771 | New |
| Pinnacle Financial Partners Inc | 60,761 | $2.48M | 0.06% | −6,767−10.0% | Reduced |
| FDx Advisors, Inc. | 60,733 | $2.48M | 0.21% | +4,839+8.7% | Added |
| S&CO Inc | 60,473 | $2.47M | 0.20% | −570−0.9% | Reduced |
| DeepCurrents Investment Group LLC | 60,413 | $2.47M | 0.12% | +2,949+5.1% | Added |
| Pinnacle Bancorp, Inc. | 60,269 | $2.46M | 0.88% | −10,397−14.7% | Reduced |
| Robinson Value Management, Ltd. | 60,204 | $2.46M | 1.83% | +213+0.4% | Added |
| Boston Private Wealth LLC | 59,529 | $2.43M | 0.05% | −6,408−9.7% | Reduced |
| Aspen Grove Capital, LLC | 58,358 | $2.38M | 0.89% | −21,988−27.4% | Reduced |
| Argyle Capital Management Inc. | 58,043 | $2.37M | 0.87% | 00.0% | Unchanged |
| Wedbush Securities Inc | 58,035 | $2.37M | 0.12% | −21,622−27.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 57,753 | $2.36M | 0.41% | +46,303+404.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 57,644 | $2.36M | 0.11% | −1,486−2.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 57,497 | $2.35M | 0.18% | −3,993−6.5% | Reduced |
| Perkins Coie Trust Co | 57,477 | $2.35M | 0.66% | −3,834−6.3% | Reduced |
| Park Avenue Securities LLC | 57,221 | $2.34M | 0.04% | +3,721+7.0% | Added |
| Goelzer Investment Management, Inc. | 57,161 | $2.34M | 0.16% | −1,893−3.2% | Reduced |
| Wetherby Asset Management Inc | 57,084 | $2.33M | 0.13% | −1,360−2.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 57,049 | $2.33M | 0.69% | +9,325+19.5% | Added |
| Capital Investment Advisors, LLC | 56,961 | $2.33M | 0.06% | −2,137−3.6% | Reduced |
| Parcion Private Wealth LLC | 56,583 | $2.31M | 0.24% | −7,718−12.0% | Reduced |
| DoubleLine ETF Adviser LP | 56,352 | $2.30M | 0.83% | +1,911+3.5% | Added |
| Montag A & Associates Inc | 56,287 | $2.30M | 0.15% | −1,774−3.1% | Reduced |
| WCG Wealth Advisors LLC | 53,304 | $2.29M | 0.17% | +2,466+4.9% | Added |
| Mount Yale Investment Advisors, LLC | 56,030 | $2.29M | 0.25% | −36−0.1% | Reduced |
| Stonebridge Capital Advisors LLC | 55,982 | $2.29M | 0.25% | −694−1.2% | Reduced |
| Signet Financial Management, LLC | 55,853 | $2.28M | 0.38% | −857−1.5% | Reduced |
| Capital Investment Counsel, Inc | 55,683 | $2.28M | 0.46% | +4,132+8.0% | Added |
| Meitav Dash Investments Ltd | 55,592 | $2.27M | 0.04% | +6,393+13.0% | Added |
| London Co of Virginia | 55,582 | $2.27M | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 55,312 | $2.26M | 0.23% | +21,049+61.4% | Added |
| Geneos Wealth Management Inc. | 55,304 | $2.26M | 0.12% | +3,445+6.6% | Added |
| Alaska Permanent Fund Corp | 55,300 | $2.26M | 0.04% | 00.0% | Unchanged |
| SOL Capital Management CO | 55,243 | $2.26M | 0.35% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 55,125 | $2.25M | 0.69% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 54,828 | $2.24M | 0.07% | +19,164+53.7% | Added |
| Snowden Capital Advisors LLC | 58,908 | $2.24M | 0.10% | +2,686+4.8% | Added |
| Legato Capital Management LLC | 54,661 | $2.23M | 0.32% | 00.0% | Unchanged |
| Selway Asset Management | 54,600 | $2.23M | 1.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 54,265 | $2.22M | 0.02% | −4,585−7.8% | Reduced |
| Central Trust Co | 53,862 | $2.20M | 0.06% | +1,986+3.8% | Added |
| Paradigm Asset Management Co LLC | 53,702 | $2.19M | 0.62% | −2,700−4.8% | Reduced |
| Atlantic Union Bankshares Corp | 53,469 | $2.18M | 0.22% | +12,494+30.5% | Added |
| Axxcess Wealth Management, LLC | 53,427 | $2.18M | 0.07% | +41,182+336.3% | Added |
| Steward Partners Investment Advisory, LLC | 53,070 | $2.17M | 0.03% | +3,545+7.2% | Added |
| Two Sigma Securities, LLC | 52,892 | $2.16M | 0.10% | +31,566+148.0% | Added |
| Segall Bryant & Hamill, LLC | 52,400 | $2.14M | 0.02% | −714−1.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 52,390 | $2.14M | 0.02% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 52,340 | $2.14M | 2.30% | −2,467−4.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 52,328 | $2.14M | 0.34% | +3,483+7.1% | Added |
| Clear Harbor Asset Management, LLC | 52,268 | $2.14M | 0.22% | −30,100−36.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 52,226 | $2.13M | 0.03% | −104−0.2% | Reduced |
| Sumitomo Life Insurance Co | 52,181 | $2.13M | 0.06% | −694−1.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,998 | $2.13M | 0.01% | +23,439+82.1% | Added |
| LGT Group Foundation | 53,345 | $2.11M | 0.05% | +568+1.1% | Added |
| Transcend Wealth Collective, LLC | 51,600 | $2.11M | 0.21% | −19,495−27.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 51,500 | $2.10M | 0.89% | 00.0% | Unchanged |
| Cutler Group LP | 51,450 | $2.10M | 0.34% | +27,240+112.5% | Added |
| Summit Trail Advisors, LLC | 51,327 | $2.10M | 0.08% | +16,641+48.0% | Added |
| Jefferies Financial Group Inc. | 51,141 | $2.09M | 0.05% | +40,481+379.7% | Added |
| Forum Financial Management, LP | 51,108 | $2.09M | 0.05% | +9,168+21.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 50,662 | $2.07M | 0.10% | +3,440+7.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,498 | $2.06M | 0.14% | +657+1.3% | Added |
| PCJ Investment Counsel Ltd. | 50,450 | $2.06M | 0.95% | +50,450 | New |
| Checchi Capital Advisers, LLC | 50,367 | $2.06M | 0.19% | −40.0% | Reduced |
| Clearstead Advisors, LLC | 50,223 | $2.05M | 0.13% | +683+1.4% | Added |
| Iat Reinsurance Co Ltd. | 50,000 | $2.04M | 0.40% | 00.0% | Unchanged |
| Peoples Bank | 49,689 | $2.03M | 1.74% | +49,689 | New |