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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 34,823 | $1.42M | 0.59% | +158+0.5% | Added |
| Avestar Capital, LLC | 34,797 | $1.42M | 0.22% | +141+0.4% | Added |
| AIA Group Ltd | 34,775 | $1.42M | 0.07% | +10,775+44.9% | Added |
| Cove Street Capital, LLC | 35,500 | $1.41M | 0.48% | 00.0% | Unchanged |
| Country Club Bank | 34,323 | $1.40M | 0.11% | −94−0.3% | Reduced |
| Carret Asset Management, LLC | 34,305 | $1.40M | 0.20% | −425−1.2% | Reduced |
| SYSTM Wealth Solutions LLC | 34,268 | $1.40M | 0.22% | −4,433−11.5% | Reduced |
| Bennett Selby Investments LP | 34,160 | $1.40M | 0.81% | −375−1.1% | Reduced |
| Advisors Asset Management, Inc. | 34,132 | $1.39M | 0.03% | −1,268−3.6% | Reduced |
| Capital Asset Advisory Services LLC | 35,077 | $1.39M | 0.10% | +6,893+24.5% | Added |
| Keystone Wealth Services, LLC | 34,054 | $1.39M | 0.53% | −381−1.1% | Reduced |
| We Are One Seven, LLC | 33,865 | $1.38M | 0.11% | +4,664+16.0% | Added |
| Brighton Jones LLC | 33,809 | $1.38M | 0.07% | +253+0.8% | Added |
| Jackson Hole Capital Partners, LLC | 33,683 | $1.38M | 0.40% | −3,683−9.9% | Reduced |
| Carlson Capital Management | 33,433 | $1.37M | 0.08% | +464+1.4% | Added |
| Johnson Financial Group, Inc. | 33,422 | $1.37M | 0.09% | +769+2.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33,216 | $1.36M | 0.22% | +4,913+17.4% | Added |
| Northwest Capital Management Inc | 33,138 | $1.35M | 0.52% | −48−0.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 32,926 | $1.35M | 0.29% | −160.0% | Reduced |
| HF Advisory Group, LLC | 32,676 | $1.34M | 1.00% | +2,208+7.2% | Added |
| Continuum Advisory, LLC | 32,854 | $1.34M | 0.22% | −134−0.4% | Reduced |
| Private Asset Management Inc | 32,770 | $1.34M | 0.31% | −8,120−19.9% | Reduced |
| Jarislowsky, Fraser Ltd | 32,681 | $1.34M | 0.01% | −103,400−76.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 32,541 | $1.33M | 0.81% | +92+0.3% | Added |
| Trinity Financial Advisors LLC | 32,480 | $1.33M | 0.71% | −3,992−10.9% | Reduced |
| Empower Advisory Group, LLC | 32,426 | $1.32M | 0.01% | −2,900−8.2% | Reduced |
| Applied Capital LLC | 32,396 | $1.32M | 1.32% | −372−1.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.32M | 0.50% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 32,110 | $1.31M | 1.20% | −200−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 32,096 | $1.31M | 0.02% | −1,144−3.4% | Reduced |
| AF Advisors, Inc. | 32,040 | $1.31M | 0.41% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 32,014 | $1.31M | 0.04% | −711−2.2% | Reduced |
| Smith Shellnut Wilson LLC | 31,856 | $1.30M | 0.80% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 31,777 | $1.30M | 0.51% | −8,559−21.2% | Reduced |
| Venture Visionary Partners LLC | 31,721 | $1.30M | 0.08% | +4,066+14.7% | Added |
| Nicholas Hoffman & Company, LLC. | 31,623 | $1.29M | 0.10% | −1,745−5.2% | Reduced |
| Schechter Investment Advisors, LLC | 31,607 | $1.29M | 0.13% | +1,470+4.9% | Added |
| Granite Investment Partners, LLC | 31,587 | $1.29M | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 31,554 | $1.29M | 0.72% | −65−0.2% | Reduced |
| Greenwood Capital Associates LLC | 31,371 | $1.28M | 0.19% | +31,371 | New |
| Conning Inc. | 31,296 | $1.28M | 0.05% | +150+0.5% | Added |
| NorthRock Partners, LLC | 31,200 | $1.27M | 0.13% | +16+0.1% | Added |
| Narwhal Capital Management | 31,166 | $1.27M | 0.16% | −139−0.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 31,010 | $1.27M | 0.03% | +120+0.4% | Added |
| Vista Investment Management | 31,001 | $1.27M | 0.67% | −18−0.1% | Reduced |
| Tradition Wealth Management, LLC | 30,992 | $1.27M | 0.15% | −68−0.2% | Reduced |
| Symmetry Investments LP | 30,981 | $1.27M | 0.37% | +30,981 | New |
| Sequoia Financial Advisors, LLC | 30,977 | $1.27M | 0.02% | −732−2.3% | Reduced |
| J.W. Cole Advisors, Inc. | 30,941 | $1.26M | 0.09% | −32−0.1% | Reduced |
| Founders Financial Securities LLC | 30,938 | $1.26M | 0.16% | −633−2.0% | Reduced |
| Legacy Financial Group LLC | 30,653 | $1.25M | 0.29% | +14,423+88.9% | Added |
| Lloyd Advisory Services, LLC. | 30,477 | $1.25M | 0.41% | +30,477 | New |
| Norden Group LLC | 30,477 | $1.25M | 0.41% | +30,477 | New |
| Wilkinson Global Asset Management LLC | 30,400 | $1.24M | 0.10% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 30,332 | $1.24M | 0.51% | −67−0.2% | Reduced |
| Sterneck Capital Management, LLC | 30,218 | $1.23M | 0.82% | −2,104−6.5% | Reduced |
| NVWM, LLC | 30,214 | $1.23M | 0.40% | +1,067+3.7% | Added |
| Resources Management Corp | 30,000 | $1.23M | 0.20% | −630−2.1% | Reduced |
| Coppell Advisory Solutions LLC | 29,677 | $1.23M | 0.44% | −11,168−27.3% | Reduced |
| Fort Sheridan Advisors LLC | 29,785 | $1.22M | 0.28% | +15,000+101.5% | Added |
| SeaCrest Wealth Management, LLC | 29,774 | $1.22M | 0.16% | −1,485−4.8% | Reduced |
| Vident Advisory, LLC | 29,657 | $1.21M | 0.04% | +29,657 | New |
| Meridian Investment Counsel Inc. | 29,633 | $1.21M | 0.45% | −558−1.8% | Reduced |
| Alphadyne Asset Management LP | 29,604 | $1.21M | 0.58% | +24,073+435.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 29,554 | $1.21M | 0.03% | −1,308−4.2% | Reduced |
| Shelton Wealth Management, LLC | 29,515 | $1.21M | 0.96% | +30+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 29,452 | $1.20M | 0.04% | −118−0.4% | Reduced |
| Strategic Investment Solutions, Inc. | 27,676 | $1.20M | 0.01% | +27,238+6,218.7% | Added |
| Rehmann Capital Advisory Group | 29,179 | $1.19M | 0.11% | +1,248+4.5% | Added |
| WealthPlan Investment Management, LLC | 29,035 | $1.19M | 0.21% | +17,659+155.2% | Added |
| Everett Harris & Co | 29,017 | $1.19M | 0.02% | −1,508−4.9% | Reduced |
| Diversified Trust Co | 28,931 | $1.18M | 0.04% | −3,728−11.4% | Reduced |
| Baker Avenue Asset Management, LP | 28,930 | $1.18M | 0.06% | +119+0.4% | Added |
| Insigneo Advisory Services, LLC | 28,886 | $1.18M | 0.24% | +5,331+22.6% | Added |
| Edgestream Partners, L.P. | 28,845 | $1.18M | 0.09% | +28,845 | New |
| Fidelis Capital Partners, LLC | 28,585 | $1.17M | 0.40% | −1,552−5.1% | Reduced |
| Symmetry Partners, LLC | 28,548 | $1.17M | 0.06% | 00.0% | Unchanged |
| Marco Investment Management LLC | 28,433 | $1.16M | 0.13% | −3,415−10.7% | Reduced |
| Silvercrest Asset Management Group LLC | 28,417 | $1.16M | 0.01% | +52+0.2% | Added |
| Mountain Pacific Investment Advisers Inc | 28,143 | $1.15M | 0.08% | −3,450−10.9% | Reduced |
| Chemistry Wealth Management LLC | 28,109 | $1.15M | 0.38% | −5,249−15.7% | Reduced |
| Grimes & Company, Inc. | 28,078 | $1.15M | 0.04% | +734+2.7% | Added |
| Jeppson Wealth Management, LLC | 28,064 | $1.15M | 0.53% | +800+2.9% | Added |
| Joel Isaacson & Co., LLC | 28,018 | $1.14M | 0.08% | +411+1.5% | Added |
| N.E.W. Advisory Services LLC | 27,940 | $1.14M | 0.16% | +264+1.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 27,887 | $1.14M | 0.03% | +9,700+53.3% | Added |
| Fiduciary Group LLC | 27,819 | $1.14M | 0.15% | −997−3.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 27,788 | $1.14M | 0.02% | −13,555−32.8% | Reduced |
| Leavell Investment Management, Inc. | 27,709 | $1.13M | 0.08% | −205−0.7% | Reduced |
| Coastal Investment Advisors, Inc. | 26,357 | $1.12M | 0.26% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 27,515 | $1.12M | 0.31% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 27,500 | $1.12M | 0.01% | −149,525−84.5% | Reduced |
| Eos Management, L.P. | 27,500 | $1.12M | 0.53% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 27,469 | $1.12M | 0.25% | −6,552−19.3% | Reduced |
| Teza Capital Management LLC | 27,268 | $1.11M | 0.18% | +27,268 | New |
| Aspiriant, LLC | 27,156 | $1.11M | 0.06% | +901+3.4% | Added |
| Northside Capital Management, LLC | 27,127 | $1.11M | 0.26% | 00.0% | Unchanged |
| Hoylecohen, LLC | 26,900 | $1.10M | 0.10% | −258−0.9% | Reduced |
| Wright Investors Service Inc | 26,633 | $1.09M | 0.32% | +12,091+83.1% | Added |
| Neville Rodie & Shaw Inc | 26,553 | $1.08M | 0.10% | −2,624−9.0% | Reduced |