Wells Fargo & Company

WFC.PL

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000072971

SEC filings (opens in a new tab)

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.

Other share classesWFC WFCNP WFC.PA WFC.PC WFC.PD WFC.PY WFC.PZ

Q4 2023 vs. Q3 2023

How the institutions holding Wells Fargo & Company changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of WFC.PL: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	236	1	246	+11
Shares	4.62M	381	3.01M	−1.61M (−34.9%)
Value	$3.28B	$424.8K	$2.92B	−$364.6M (−11.1%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Wells Fargo & Company at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to WFC.PL in Q4 2023
Institution	Shares	Value	% of portfolio
Verition Fund Management LLC	3,599	$4.32M	0.04%
LM Advisors LLC	2,973	$3.56M	0.72%
Whalerock Point Partners, LLC	2,667	$3.19M	0.99%
Magnus Financial Group LLC	1,249	$1.49M	0.20%
Cove Private Wealth, LLC	1,169	$1.40M	1.32%
RIA Advisory Group LLC	24,391	$1.20M	0.58%
MeadowBrook Investment Advisors LLC	753	$900.3K	0.86%
F/M Investments LLC	740	$884.8K	0.50%
JT Stratford LLC	663	$792.7K	0.18%
Searle & Co.	654	$781.9K	0.21%
Northern Trust Corp	425	$508.1K	0.00%
Susquehanna International Group, LLP	394	$471.1K	0.00%
Ieq Capital, LLC	300	$358.7K	0.01%
Cerity Partners LLC	268	$319.8K	0.00%
Ameritas Advisory Services, LLC	195	$236.0K	0.01%
Bridgewealth Advisory Group, LLC	172	$205.6K	0.16%
Financial Advocates Investment Management	171	$205.0K	0.01%
Millennium Management LLC	100,000	$120.5K	0.00%
BOK Financial Private Wealth, Inc.	50	$59.8K	0.00%
Principal Securities, Inc.	45	$53.8K	0.00%
Virtus Investment Advisers, Inc.	41	$49.0K	0.04%
Planning Capital Management Corp	28	$33.5K	0.03%
Sugarloaf Wealth Management, LLC	19	$22.7K	0.01%
Howe & Rusling Inc	10	$12.0K	0.00%
Advisory Services Network, LLC	5	$5.98K	0.00%

Sold out (14)

Institutions that held Wells Fargo & Company at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of WFC.PL in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Russell Investments Group, Ltd.	900,000	$1.00M
Wolverine Asset Management LLC	317	$353.3K
Hamel Associates, Inc.	300	$334.5K
Ballentine Partners, LLC	251	$279.9K
Barclays PLC	200	$223.0K
Gries Financial LLC	199	$221.9K
Obermeyer Wood Investment Counsel, LLLP	191	$213.0K
Riverview Trust Co	167	$186.2K
IMA Wealth, Inc.	85	$94.8K
International Assets Investment Management, LLC	51,040	$93.1K
JFS Wealth Advisors, LLC	20	$22.3K
Financial Synergies Wealth Advisors, Inc.	7	$7.80K
Cary Street Partner Investment Advisory LLC	5	$5.58K
Global Retirement Partners, LLC	1	$1.07K

Not filed for Q4 2023 yet (1)

Institutions that held Wells Fargo & Company at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WFC.PL in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
WFA of San Diego, LLC	381	$424.8K