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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 49,448 | $2.02M | 0.04% | −483−1.0% | Reduced |
| Apollon Wealth Management, LLC | 48,789 | $1.99M | 0.10% | −5,436−10.0% | Reduced |
| Global Frontier Investments LLC | 48,661 | $1.99M | 0.86% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 48,030 | $1.96M | 0.38% | +1,161+2.5% | Added |
| Pring Turner Capital Group Inc | 47,988 | $1.96M | 1.64% | −1,284−2.6% | Reduced |
| Fiduciary Trust Co | 47,963 | $1.96M | 0.04% | −5,122−9.6% | Reduced |
| KCM Investment Advisors LLC | 47,895 | $1.96M | 0.08% | −2,690−5.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 47,851 | $1.96M | 0.66% | −300−0.6% | Reduced |
| Mark Stevens | 47,788 | $1.95M | 0.26% | +417+0.9% | Added |
| KG&L Capital Management,LLC | 47,661 | $1.95M | 0.94% | −3,721−7.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 47,707 | $1.95M | 0.13% | −1,814−3.7% | Reduced |
| Somerset Group LLC | 47,629 | $1.95M | 1.83% | 00.0% | Unchanged |
| White Pine Capital LLC | 47,524 | $1.94M | 0.78% | −1,225−2.5% | Reduced |
| Trust Asset Management LLC | 47,346 | $1.93M | 0.21% | 00.0% | Unchanged |
| Associated Banc-Corp | 47,188 | $1.93M | 0.07% | −1,640−3.4% | Reduced |
| Foster Group, Inc. | 47,146 | $1.93M | 0.12% | −696−1.5% | Reduced |
| Aigen Investment Management, LP | 47,118 | $1.93M | 0.36% | +47,118 | New |
| Axq Capital, LP | 47,000 | $1.92M | 0.68% | +47,000 | New |
| Pavion Blue Capital, LLC | 47,163 | $1.91M | 1.16% | +173+0.4% | Added |
| Easterly Investment Partners LLC | 46,533 | $1.90M | 0.21% | −27,957−37.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 46,215 | $1.89M | 0.96% | +7,500+19.4% | Added |
| Stableford Capital II LLC | 47,465 | $1.88M | 0.87% | +20.0% | Added |
| Union Heritage Capital, LLC | 45,970 | $1.88M | 1.07% | 00.0% | Unchanged |
| Econ Financial Services Corp | 45,628 | $1.86M | 1.36% | +45,628 | New |
| Smith, Salley & Associates | 45,491 | $1.86M | 0.14% | −1,838−3.9% | Reduced |
| Xcel Wealth Management, LLC | 45,110 | $1.84M | 0.73% | −3,625−7.4% | Reduced |
| Phoenix Holdings Ltd. | 44,248 | $1.84M | 0.03% | −82,991−65.2% | Reduced |
| Centaurus Financial, Inc. | 44,941 | $1.84M | 0.16% | +1,255+2.9% | Added |
| Marks Group Wealth Management, Inc | 44,899 | $1.83M | 0.23% | −10,288−18.6% | Reduced |
| Profund Advisors LLC | 44,769 | $1.83M | 0.10% | −2,680−5.6% | Reduced |
| Choate Investment Advisors | 44,338 | $1.81M | 0.07% | +6,038+15.8% | Added |
| RSM US Wealth Management LLC | 44,206 | $1.81M | 0.06% | +1,989+4.7% | Added |
| Lincoln National Corp | 43,786 | $1.79M | 0.04% | +6,881+18.6% | Added |
| Ritholtz Wealth Management | 43,709 | $1.79M | 0.08% | −9,031−17.1% | Reduced |
| United Asset Strategies, Inc. | 43,681 | $1.78M | 0.23% | −4,027−8.4% | Reduced |
| Dynamic Advisor Solutions LLC | 43,642 | $1.78M | 0.08% | −793−1.8% | Reduced |
| Mission Wealth Management, LP | 43,540 | $1.78M | 0.07% | −33,035−43.1% | Reduced |
| Cohen Investment Advisors LLC | 43,451 | $1.78M | 1.43% | +4,051+10.3% | Added |
| Buckingham Strategic Wealth, LLC | 43,221 | $1.77M | 0.03% | +1,409+3.4% | Added |
| Wesbanco Bank Inc | 42,876 | $1.75M | 0.08% | −659−1.5% | Reduced |
| Signaturefd, LLC | 42,860 | $1.75M | 0.05% | +1,897+4.6% | Added |
| HM Payson & Co | 42,840 | $1.75M | 0.04% | −6,584−13.3% | Reduced |
| Qtron Investments LLC | 42,558 | $1.74M | 0.33% | −4,536−9.6% | Reduced |
| Global Retirement Partners, LLC | 44,615 | $1.74M | 0.09% | −1,141−2.5% | Reduced |
| Equitable Holdings, Inc. | 42,503 | $1.74M | 0.02% | −10,692−20.1% | Reduced |
| Bank of Stockton | 43,741 | $1.73M | 0.65% | −2,400−5.2% | Reduced |
| Gs Investments, Inc. | 42,400 | $1.73M | 0.99% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 42,383 | $1.73M | 0.15% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 42,368 | $1.73M | 0.20% | +42,368 | New |
| Capital International Sarl | 42,354 | $1.73M | 0.08% | +3,261+8.3% | Added |
| Oppenheimer & Co Inc | 42,024 | $1.72M | 0.04% | −4,191−9.1% | Reduced |
| Iams Wealth Management, LLC | 42,007 | $1.72M | 1.19% | +42,007 | New |
| Round Hill Asset Management | 41,962 | $1.71M | 1.13% | −1,880−4.3% | Reduced |
| NBT Bank N A | 41,902 | $1.71M | 0.16% | +4,092+10.8% | Added |
| Haverford Trust Co | 41,788 | $1.71M | 0.02% | −4,873−10.4% | Reduced |
| Meeder Advisory Services, Inc. | 41,543 | $1.70M | 0.21% | +454+1.1% | Added |
| Quad-Cities Investment Group, LLC | 41,490 | $1.70M | 1.14% | +39+0.1% | Added |
| Meridian Wealth Partners, LLC | 41,395 | $1.69M | 0.35% | +172+0.4% | Added |
| Heartland Advisors Inc | 41,282 | $1.69M | 0.09% | −359−0.9% | Reduced |
| Shayne & Co., LLC | 40,977 | $1.67M | 0.56% | −8,200−16.7% | Reduced |
| Crestwood Advisors Group LLC | 40,792 | $1.67M | 0.04% | −3,109−7.1% | Reduced |
| NEOS Investment Management LLC | 40,164 | $1.64M | 0.21% | +40,164 | New |
| Hedges Asset Management LLC | 40,100 | $1.64M | 1.43% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 40,073 | $1.64M | 0.06% | +35,315+742.2% | Added |
| IFP Advisors, Inc | 39,928 | $1.63M | 0.07% | −2,423−5.7% | Reduced |
| Hyman Charles D | 39,849 | $1.63M | 0.11% | −2,036−4.9% | Reduced |
| DFPG Investments, LLC | 39,980 | $1.62M | 0.15% | −4,693−10.5% | Reduced |
| Cigna Investments Inc | 39,340 | $1.61M | 0.37% | −6,393−14.0% | Reduced |
| Chiron Capital Management, LLC | 39,316 | $1.61M | 1.38% | +115+0.3% | Added |
| Pitcairn Co | 38,981 | $1.59M | 0.13% | −1,899−4.6% | Reduced |
| Stonegate Investment Group, LLC | 38,767 | $1.58M | 0.06% | +116+0.3% | Added |
| Cunning Capital Partners, LP | 38,675 | $1.58M | 1.04% | +38,675 | Added |
| Alpha Cubed Investments, LLC | 38,642 | $1.58M | 0.11% | +807+2.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 38,492 | $1.57M | 0.06% | +678+1.8% | Added |
| Evercore Wealth Management, LLC | 38,222 | $1.56M | 0.03% | +262+0.7% | Added |
| Triangle Securities Wealth Management | 38,200 | $1.56M | 0.56% | −1,142−2.9% | Reduced |
| Miller Investment Management, LP | 38,182 | $1.56M | 0.25% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 38,090 | $1.56M | 0.92% | +420+1.1% | Added |
| CAPROCK Group, Inc. | 37,916 | $1.55M | 0.12% | −1,348−3.4% | Reduced |
| Sendero Wealth Management, LLC | 37,822 | $1.55M | 0.33% | +387+1.0% | Added |
| Thoroughbred Financial Services, LLC | 37,642 | $1.54M | 0.15% | +16,889+81.4% | Added |
| Yarbrough Capital, LLC | 37,485 | $1.53M | 0.09% | 00.0% | Unchanged |
| Auxier Asset Management | 37,477 | $1.53M | 0.26% | −590−1.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 37,212 | $1.52M | 0.32% | +4,489+13.7% | Added |
| Vista Wealth Management Group, LLC | 37,150 | $1.52M | 0.15% | −12,094−24.6% | Reduced |
| Naviter Wealth, LLC | 37,132 | $1.52M | 0.37% | +1,416+4.0% | Added |
| Vise Technologies, Inc. | 37,073 | $1.51M | 0.37% | +5,313+16.7% | Added |
| Parallel Advisors, LLC | 37,006 | $1.51M | 0.05% | +5,660+18.1% | Added |
| Beese Fulmer Investment Management, Inc. | 36,937 | $1.51M | 0.17% | −344−0.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,644 | $1.50M | 0.29% | +85+0.2% | Added |
| Azimuth Capital Investment Management LLC | 36,561 | $1.49M | 0.07% | −1,039−2.8% | Reduced |
| Silvant Capital Management LLC | 36,302 | $1.48M | 0.09% | −1,601−4.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 36,104 | $1.48M | 0.82% | +13,557+60.1% | Added |
| Ancora Advisors, LLC | 36,051 | $1.47M | 0.04% | −154−0.4% | Reduced |
| One Capital Management, LLC | 36,040 | $1.47M | 0.07% | −357−1.0% | Reduced |
| American Money Management, LLC | 35,841 | $1.46M | 0.37% | +25+0.1% | Added |
| Peak Asset Management, LLC | 35,309 | $1.44M | 0.35% | −68−0.2% | Reduced |
| AustralianSuper Pty Ltd | 35,186 | $1.44M | 0.01% | −600,000−94.5% | Reduced |
| Marotta Asset Management | 35,181 | $1.44M | 0.33% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 34,937 | $1.43M | 0.03% | −6,749−16.2% | Reduced |