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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 83 | $0 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1 | $1.20K | 0.00% | −1−50.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $2.39K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $2.39K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3 | $3.59K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 5 | $5.59K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $5.98K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5 | $5.98K | 0.00% | +5 | New |
| GHP Investment Advisors, Inc. | 6 | $7.17K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 7 | $8.37K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $8.37K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8 | $9.56K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 9 | $10.8K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10 | $12.0K | 0.00% | +10 | New |
| Spire Wealth Management | 13 | $15.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $16.7K | 0.00% | +9+180.0% | Added |
| GoalVest Advisory LLC | 15 | $17.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $17.9K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 19 | $22.7K | 0.01% | +19 | New |
| Benjamin F. Edwards & Company, Inc. | 20 | $24.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 22 | $26.7K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $29.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 25 | $29.9K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 28 | $33.5K | 0.03% | +28 | New |
| Union Savings Bank | 32 | $38.3K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 32 | $38.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 36 | $43.0K | 0.00% | −448−92.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 38 | $45.4K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 41 | $49.0K | 0.04% | +41 | New |
| Allworth Financial LP | 43 | $51.4K | 0.00% | +10+30.3% | Added |
| Logan Capital Management Inc | 44 | $52.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 45 | $53.8K | 0.00% | +45 | New |
| Franklin Resources Inc | 48 | $57.4K | 0.00% | −15−23.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 50 | $59.8K | 0.00% | +50 | New |
| NBC Securities, Inc. | 52 | $62.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 65 | $78.0K | 0.00% | −27−29.3% | Reduced |
| Capital Investment Advisory Services, LLC | 70 | $83.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 75 | $89.7K | 0.00% | −6−7.4% | Reduced |
| Huntington National Bank | 75 | $89.7K | 0.00% | +7+10.3% | Added |
| GWM Advisors LLC | 80 | $95.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 81 | $96.8K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 90 | $107.6K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 100 | $119.8K | 0.07% | 00.0% | Unchanged |
| Millennium Management LLC | 100,000 | $120.5K | 0.00% | +100,000 | New |
| Steward Partners Investment Advisory, LLC | 101 | $120.8K | 0.00% | −2−1.9% | Reduced |
| Pinnacle Financial Partners Inc | 103 | $123.1K | 0.00% | −27−20.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 103 | $123.1K | 0.00% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 115 | $137.5K | 0.04% | −105−47.7% | Reduced |
| IFP Advisors, Inc | 145 | $173.4K | 0.01% | −5−3.3% | Reduced |
| Brown Brothers Harriman & Co | 150 | $179.3K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 171 | $205.0K | 0.01% | +171 | New |
| Bridgewealth Advisory Group, LLC | 172 | $205.6K | 0.16% | +172 | New |
| WealthBridge Capital Management, LLC | 184 | $219.4K | 0.08% | +1+0.5% | Added |
| Private Trust Co NA | 184 | $220.0K | 0.03% | 00.0% | Unchanged |
| Montecito Bank & Trust | 185 | $221.1K | 0.05% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 185 | $221.2K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 187 | $223.6K | 0.01% | −2−1.1% | Reduced |
| HB Wealth Management, LLC | 190 | $227.2K | 0.00% | 00.0% | Unchanged |
| Strategic Advisors LLC | 194 | $232.3K | 0.04% | −9−4.4% | Reduced |
| Ameritas Advisory Services, LLC | 195 | $236.0K | 0.01% | +195 | New |
| Sawtooth Solutions, LLC | 200 | $239.1K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 212 | $253.5K | 0.10% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 221 | $264.2K | 0.03% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 239 | $285.8K | 0.01% | −492−67.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 250 | $298.9K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 250 | $298.9K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $298.9K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 250 | $298.9K | 0.03% | 00.0% | Unchanged |
| Michael B. Yongue | 264 | $315.6K | 0.28% | −80−23.3% | Reduced |
| Cerity Partners LLC | 268 | $319.8K | 0.00% | +268 | New |
| Cresset Asset Management, LLC | 270 | $322.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 276 | $330.0K | 0.01% | −41−12.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 278 | $332.7K | 0.10% | +2+0.7% | Added |
| Equitable Holdings, Inc. | 284 | $340.0K | 0.00% | −16−5.3% | Reduced |
| Westshore Wealth, LLC | 291 | $347.9K | 0.16% | −4−1.4% | Reduced |
| Ieq Capital, LLC | 300 | $358.7K | 0.01% | +300 | New |
| Quest Investment Management LLC | 310 | $370.5K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 310 | $370.6K | 0.04% | −15−4.6% | Reduced |
| Cetera Advisors LLC | 313 | $374.2K | 0.01% | +29+10.2% | Added |
| Heirloom Wealth Management | 316 | $377.8K | 0.14% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 327 | $391.4K | 0.06% | +135+70.3% | Added |
| Blair William & Co | 342 | $408.9K | 0.00% | −11−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 345 | $412.5K | 0.00% | +80+30.2% | Added |
| Aull & Monroe Investment Management Corp | 353 | $422.1K | 0.21% | −50−12.4% | Reduced |
| ELCO Management Co., LLC | 353 | $422.1K | 0.28% | 00.0% | Unchanged |
| Creative Planning | 392 | $468.6K | 0.00% | −58−12.9% | Reduced |
| Susquehanna International Group, LLP | 394 | $471.1K | 0.00% | +394 | New |
| Ameriprise Financial Inc | 401 | $479.4K | 0.00% | −890−68.9% | Reduced |
| Resources Investment Advisors, LLC. | 411 | $491.4K | 0.01% | +2+0.5% | Added |
| Valeo Financial Advisors, LLC | 81,720 | $498.6K | 0.02% | −116−0.1% | Reduced |
| Crew Capital Management, Ltd. | 422 | $504.6K | 0.51% | −5−1.2% | Reduced |
| Northern Trust Corp | 425 | $508.1K | 0.00% | +425 | New |
| Marathon Trading Investment Management LLC | 444 | $530.9K | 0.10% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 445 | $532.1K | 0.08% | −70−13.6% | Reduced |
| United Capital Financial Advisers, LLC | 450 | $538.0K | 0.00% | −120−21.1% | Reduced |