Wells Fargo & Company
WFC.PL- 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; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Wells Fargo & Company as of Dec 31, 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
- 246
- +11 vs. Q3 2023
- Shares held
- 3.01M
- −1.61M (−34.9%) vs. Q3 2023
- Total value
- $2.92B
- −$364.6M (−11.1%) vs. Q3 2023
- New holders
- 25
- 53 more added
- Sold out
- 14
- 88 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC.PL 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 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 579,548 | $692.9M | 0.71% | +106,270+22.5% | Added |
| BlackRock Inc. | 259,492 | $310.3M | 0.01% | +6,559+2.6% | Added |
| Advent Capital Management | 193,824 | $232.4M | 5.36% | +14,702+8.2% | Added |
| First Trust Advisors LP | 132,660 | $158.6M | 0.17% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 94,591 | $113.1M | 0.23% | +4,063+4.5% | Added |
| Victory Capital Management Inc | 86,218 | $103.1M | 0.11% | −6,761−7.3% | Reduced |
| State Street Corp | 66,345 | $79.3M | 0.00% | −21,400−24.4% | Reduced |
| Invesco Ltd. | 64,312 | $76.9M | 0.02% | −8,003−11.1% | Reduced |
| Manufacturers Life Insurance Company, The | 61,367 | $73.6M | 0.04% | +110.0% | Added |
| Allianz Asset Management GmbH | 58,640 | $70.1M | 0.13% | 00.0% | Unchanged |
| Camden Asset Management L P | 49,355 | $59.0M | 1.82% | +13,321+37.0% | Added |
| Stonebridge Advisors LLC | 48,352 | $57.8M | 34.49% | −728−1.5% | Reduced |
| FMR LLC | 45,838 | $54.8M | 0.00% | +31,700+224.2% | Added |
| Morgan Stanley | 45,496 | $54.5M | 0.00% | −14,817−24.6% | Reduced |
| Nuveen Asset Management, LLC | 39,696 | $47.5M | 0.02% | – | – |
| Bank of America Corp | 32,554 | $38.9M | 0.00% | −2,374−6.8% | Reduced |
| Mackay Shields LLC | 28,711 | $34.4M | 1.00% | −364−1.3% | Reduced |
| Thrivent Financial for Lutherans | 24,376 | $29.1M | 0.06% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 23,391 | $28.0M | 0.07% | −1,500−6.0% | Reduced |
| Ssi Investment Management LLC | 20,441 | $24.4M | 1.85% | −632−3.0% | Reduced |
| New York State Common Retirement Fund | 18,351 | $21.9M | 0.03% | +2,285+14.2% | Added |
| Pier 88 Investment Partners LLC | 17,852 | $21.3M | 5.37% | +4,060+29.4% | Added |
| Jane Street Group, LLC | 17,110 | $20.5M | 0.02% | +2,773+19.3% | Added |
| First Manhattan Co | 16,382 | $19.6M | 0.07% | −1,640−9.1% | Reduced |
| KCM Investment Advisors LLC | 15,645 | $18.7M | 0.74% | −1,322−7.8% | Reduced |
| Loomis Sayles & Co L P | 377,759 | $18.6M | 0.03% | −255,129−40.3% | Reduced |
| Royal Bank of Canada | – | $16.7M | 0.00% | – | – |
| New England Asset Management Inc | 13,275 | $15.9M | 2.55% | −300−2.2% | Reduced |
| Oxbow Advisors, LLC | 12,753 | $15.2M | 2.31% | −960−7.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 12,378 | $14.8M | 1.38% | −379−3.0% | Reduced |
| Alliancebernstein L.P. | 11,477 | $13.7M | 0.01% | +605+5.6% | Added |
| JRM Investment Counsel, LLC | 11,127 | $13.3M | 4.86% | +540+5.1% | Added |
| Citigroup Inc | 10,318 | $12.3M | 0.02% | −859−7.7% | Reduced |
| Lord, Abbett & Co. LLC | 9,756 | $11.7M | 0.04% | −776−7.4% | Reduced |
| Kestra Advisory Services, LLC | 8,744 | $10.5M | 0.09% | +1,009+13.0% | Added |
| Palisade Capital Management LLC | 8,275 | $9.87M | 0.26% | −238−2.8% | Reduced |
| RB Capital Management, LLC | 8,135 | $9.73M | 2.82% | +21+0.3% | Added |
| AEGON USA Investment Management, LLC | – | $9.66M | 6.90% | – | – |
| Stratos Wealth Partners, LTD. | 7,205 | $8.61M | 0.16% | +687+10.5% | Added |
| Crawford Investment Counsel Inc | 6,341 | $7.58M | 0.15% | +704+12.5% | Added |
| UBS Group AG | 6,147 | $7.35M | 0.00% | −30−0.5% | Reduced |
| Conning Inc. | 6,065 | $7.25M | 0.25% | −1,400−18.8% | Reduced |
| Penn Mutual Asset Management, LLC | 6,000 | $7.17M | 5.53% | 00.0% | Unchanged |
| Raymond James & Associates | 5,944 | $7.11M | 0.01% | −49−0.8% | Reduced |
| Stifel Financial Corp | 5,771 | $6.90M | 0.01% | +941+19.5% | Added |
| Wellington Management Group LLP | 5,766 | $6.89M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,668 | $6.78M | 0.00% | −367−6.1% | Reduced |
| Norris Perne & French LLP | 5,622 | $6.72M | 0.52% | +14+0.2% | Added |
| Rational Advisors LLC | 5,100 | $6.10M | 0.62% | +900+21.4% | Added |
| Western Asset Management Company, LLC | 4,965 | $5.94M | 3.90% | −900−15.3% | Reduced |
| Commonwealth Equity Services, LLC | 4,906 | $5.87M | 0.01% | +121+2.5% | Added |
| LPL Financial LLC | 4,838 | $5.78M | 0.00% | +890+22.5% | Added |
| Phraction Management LLC | 4,784 | $5.72M | 2.41% | −566−10.6% | Reduced |
| Spectrum Asset Management, Inc. | 4,748 | $5.68M | 8.40% | −37,544−88.8% | Reduced |
| Amundi | 4,799 | $5.66M | 0.00% | −655,427−99.3% | Reduced |
| Jefferies Financial Group Inc. | 4,547 | $5.44M | 0.09% | −234−4.9% | Reduced |
| Neuberger Berman Group LLC | 4,130 | $4.94M | 0.00% | −159−3.7% | Reduced |
| Knightsbridge Asset Management, LLC | 3,848 | $4.60M | 1.30% | +168+4.6% | Added |
| Bessemer Group Inc | 3,787 | $4.53M | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,599 | $4.32M | 0.04% | +3,599 | New |
| Edgemoor Investment Advisors, Inc. | 3,544 | $4.24M | 0.44% | −40−1.1% | Reduced |
| Cohen & Steers, Inc. | 3,467 | $4.14M | 0.01% | +2,317+201.5% | Added |
| Relative Value Partners Group, LLC | 3,445 | $4.12M | 0.25% | +646+23.1% | Added |
| Mariner, LLC | 3,416 | $4.08M | 0.01% | −653−16.0% | Reduced |
| Wells Fargo & Company | 3,349 | $4.00M | 0.00% | −78−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,323 | $3.98M | 0.01% | −1,157−25.8% | Reduced |
| Laffer Tengler Investments | 3,310 | $3.95M | 1.05% | −361−9.8% | Reduced |
| Goldman Sachs Group Inc | 3,281 | $3.92M | 0.00% | 00.0% | Unchanged |
| Agf Management Ltd | 3,200 | $3.83M | 0.02% | +700+28.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $3.71M | 0.25% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,091 | $3.69M | 0.01% | +175+6.0% | Added |
| Macquarie Group Ltd | 3,022 | $3.61M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,000 | $3.59M | 0.04% | 00.0% | Unchanged |
| LM Advisors LLC | 2,973 | $3.56M | 0.72% | +2,973 | New |
| Hudson Capital Management LLC | 2,736 | $3.27M | 1.19% | −1,284−31.9% | Reduced |
| Whalerock Point Partners, LLC | 2,667 | $3.19M | 0.99% | +2,667 | New |
| Wittenberg Investment Management, Inc. | 2,629 | $3.14M | 1.09% | 00.0% | Unchanged |
| Keystone Financial Group | 2,593 | $3.10M | 0.54% | +8+0.3% | Added |
| Calamos Advisors LLC | 2,574 | $3.08M | 0.02% | −5,588−68.5% | Reduced |
| Summitry LLC | 2,353 | $2.81M | 0.16% | −24−1.0% | Reduced |
| CI Private Wealth, LLC | 2,034 | $2.43M | 0.00% | −51−2.4% | Reduced |
| First Foundation Advisors | 2,026 | $2.42M | 0.11% | −500−19.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,990 | $2.38M | 0.01% | +20+1.0% | Added |
| Envestnet Asset Management Inc | 1,936 | $2.32M | 0.00% | −404−17.3% | Reduced |
| American Century Companies Inc | 1,779 | $2.13M | 0.00% | +666+59.8% | Added |
| CSM Advisors, LLC | 1,750 | $2.09M | 0.15% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,712 | $2.05M | 0.01% | +676+65.3% | Added |
| Baird Financial Group, Inc. | 1,678 | $2.01M | 0.00% | +148+9.7% | Added |
| Seven Springs Wealth Group, LLC | 1,602 | $1.92M | 0.86% | −365−18.6% | Reduced |
| Bowie Capital Management, LLC | 1,600 | $1.91M | 0.22% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,485 | $1.78M | 0.39% | −130−8.0% | Reduced |
| Everett Harris & Co | 1,441 | $1.72M | 0.02% | −269−15.7% | Reduced |
| Graypoint LLC | 1,422 | $1.70M | 0.14% | −1,100−43.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,351 | $1.62M | 0.00% | −24−1.7% | Reduced |
| Magnus Financial Group LLC | 1,249 | $1.49M | 0.20% | +1,249 | New |
| Marathon Capital Management | 1,247 | $1.49M | 0.37% | −227−15.4% | Reduced |
| National Bank of Canada | 1,248 | $1.49M | 0.00% | +20+1.6% | Added |
| SEI Investments Co | 1,181 | $1.41M | 0.00% | −247−17.3% | Reduced |
| Cove Private Wealth, LLC | 1,169 | $1.40M | 1.32% | +1,169 | New |
| Founders Capital Management, LLC | 1,159 | $1.39M | 0.28% | +26+2.3% | Added |