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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 453 | $541.6K | 0.03% | +16+3.7% | Added |
| NewEdge Wealth, LLC | 453 | $541.6K | 0.01% | +16+3.7% | Added |
| Bank of Montreal | 463 | $553.7K | 0.00% | −471−50.4% | Reduced |
| Wambolt & Associates, LLC | 480 | $574.0K | 0.19% | +264+122.2% | Added |
| Fernwood Investment Management, LLC | 484 | $578.7K | 0.19% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | – | $597.8K | 0.00% | – | – |
| Consolidated Portfolio Review Corp | 503 | $601.4K | 0.14% | +105+26.4% | Added |
| Independent Wealth Network Inc. | 504 | $602.6K | 0.32% | −1−0.2% | Reduced |
| Comerica Bank | 524 | $626.5K | 0.00% | −33−5.9% | Reduced |
| Pathway Financial Advisers, LLC | 524 | $626.5K | 0.24% | −11−2.1% | Reduced |
| First Hawaiian Bank | 537 | $642.0K | 0.02% | +8+1.5% | Added |
| Independent Advisor Alliance | 578 | $672.8K | 0.02% | +227+64.7% | Added |
| Wedbush Securities Inc | 564 | $674.0K | 0.03% | −14−2.4% | Reduced |
| Level Four Advisory Services, LLC | 578 | $691.1K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 583 | $697.0K | 0.02% | −27−4.4% | Reduced |
| Bowman & Co S.C. | – | $699.3K | 0.49% | – | – |
| Ingalls & Snyder LLC | 594 | $710.0K | 0.03% | −49−7.6% | Reduced |
| D.A. Davidson & Co. | 598 | $715.0K | 0.01% | +57+10.5% | Added |
| Buckingham Strategic Wealth, LLC | 600 | $717.4K | 0.01% | −2−0.3% | Reduced |
| HighTower Advisors, LLC | 598 | $718.0K | 0.00% | −30−4.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 618 | $738.9K | 0.00% | +107+20.9% | Added |
| Islay Capital Management, LLC | 635 | $759.2K | 0.60% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 647 | $774.0K | 0.78% | +420+185.0% | Added |
| Searle & Co. | 654 | $781.9K | 0.21% | +654 | New |
| JT Stratford LLC | 663 | $792.7K | 0.18% | +663 | New |
| Zazove Associates LLC | 687 | $822.0K | 0.10% | 00.0% | Unchanged |
| Icon Advisers Inc | 700 | $836.9K | 0.19% | 00.0% | Unchanged |
| F/M Investments LLC | 740 | $884.8K | 0.50% | +740 | New |
| Van Hulzen Asset Management, LLC | 753 | $900.0K | 0.06% | −30−3.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 753 | $900.3K | 0.86% | +753 | New |
| Pennsylvania Capital Management Inc | 785 | $938.6K | 0.37% | −40−4.8% | Reduced |
| Chilton Capital Management LLC | 786 | $939.8K | 0.05% | 00.0% | Unchanged |
| Scotia Capital Inc. | 822 | $982.8K | 0.01% | −40−4.6% | Reduced |
| Montag A & Associates Inc | 850 | $1.02M | 0.06% | −140−14.1% | Reduced |
| LexAurum Advisors, LLC | 876 | $1.05M | 0.27% | 00.0% | Unchanged |
| Captrust Financial Advisors | 916 | $1.09M | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 924 | $1.10M | 0.05% | +112+13.8% | Added |
| Seelaus Asset Management LLC | 955 | $1.14M | 1.11% | −81−7.8% | Reduced |
| US Bancorp | 978 | $1.17M | 0.00% | +200+25.7% | Added |
| Kelly Lawrence W & Associates Inc | 987 | $1.18M | 0.28% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $1.20M | 0.00% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 24,391 | $1.20M | 0.58% | +24,391 | New |
| StoneX Group Inc. | 1,052 | $1.26M | 0.12% | −51−4.6% | Reduced |
| Truist Financial Corp | 1,061 | $1.27M | 0.00% | −373−26.0% | Reduced |
| Coastwise Capital Group, LLC | 26,281 | $1.29M | 1.32% | −899−3.3% | Reduced |
| Asset Allocation & Management Company, LLC | 1,100 | $1.31M | 0.88% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,159 | $1.39M | 0.28% | +26+2.3% | Added |
| Cove Private Wealth, LLC | 1,169 | $1.40M | 1.32% | +1,169 | New |
| SEI Investments Co | 1,181 | $1.41M | 0.00% | −247−17.3% | Reduced |
| National Bank of Canada | 1,248 | $1.49M | 0.00% | +20+1.6% | Added |
| Marathon Capital Management | 1,247 | $1.49M | 0.37% | −227−15.4% | Reduced |
| Magnus Financial Group LLC | 1,249 | $1.49M | 0.20% | +1,249 | New |
| Raymond James Financial Services Advisors, Inc. | 1,351 | $1.62M | 0.00% | −24−1.7% | Reduced |
| Graypoint LLC | 1,422 | $1.70M | 0.14% | −1,100−43.6% | Reduced |
| Everett Harris & Co | 1,441 | $1.72M | 0.02% | −269−15.7% | Reduced |
| Schnieders Capital Management LLC | 1,485 | $1.78M | 0.39% | −130−8.0% | Reduced |
| Bowie Capital Management, LLC | 1,600 | $1.91M | 0.22% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 1,602 | $1.92M | 0.86% | −365−18.6% | Reduced |
| Baird Financial Group, Inc. | 1,678 | $2.01M | 0.00% | +148+9.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,712 | $2.05M | 0.01% | +676+65.3% | Added |
| CSM Advisors, LLC | 1,750 | $2.09M | 0.15% | 00.0% | Unchanged |
| American Century Companies Inc | 1,779 | $2.13M | 0.00% | +666+59.8% | Added |
| Envestnet Asset Management Inc | 1,936 | $2.32M | 0.00% | −404−17.3% | Reduced |
| CIBC Private Wealth Group, LLC | 1,990 | $2.38M | 0.01% | +20+1.0% | Added |
| First Foundation Advisors | 2,026 | $2.42M | 0.11% | −500−19.8% | Reduced |
| CI Private Wealth, LLC | 2,034 | $2.43M | 0.00% | −51−2.4% | Reduced |
| Summitry LLC | 2,353 | $2.81M | 0.16% | −24−1.0% | Reduced |
| Calamos Advisors LLC | 2,574 | $3.08M | 0.02% | −5,588−68.5% | Reduced |
| Keystone Financial Group | 2,593 | $3.10M | 0.54% | +8+0.3% | Added |
| Wittenberg Investment Management, Inc. | 2,629 | $3.14M | 1.09% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,667 | $3.19M | 0.99% | +2,667 | New |
| Hudson Capital Management LLC | 2,736 | $3.27M | 1.19% | −1,284−31.9% | Reduced |
| LM Advisors LLC | 2,973 | $3.56M | 0.72% | +2,973 | New |
| SG Americas Securities, LLC | 3,000 | $3.59M | 0.04% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,022 | $3.61M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,091 | $3.69M | 0.01% | +175+6.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $3.71M | 0.25% | 00.0% | Unchanged |
| Agf Management Ltd | 3,200 | $3.83M | 0.02% | +700+28.0% | Added |
| Goldman Sachs Group Inc | 3,281 | $3.92M | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,310 | $3.95M | 1.05% | −361−9.8% | Reduced |
| Advisor Group Holdings, Inc. | 3,323 | $3.98M | 0.01% | −1,157−25.8% | Reduced |
| Wells Fargo & Company | 3,349 | $4.00M | 0.00% | −78−2.3% | Reduced |
| Mariner, LLC | 3,416 | $4.08M | 0.01% | −653−16.0% | Reduced |
| Relative Value Partners Group, LLC | 3,445 | $4.12M | 0.25% | +646+23.1% | Added |
| Cohen & Steers, Inc. | 3,467 | $4.14M | 0.01% | +2,317+201.5% | Added |
| Edgemoor Investment Advisors, Inc. | 3,544 | $4.24M | 0.44% | −40−1.1% | Reduced |
| Verition Fund Management LLC | 3,599 | $4.32M | 0.04% | +3,599 | New |
| Bessemer Group Inc | 3,787 | $4.53M | 0.01% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,848 | $4.60M | 1.30% | +168+4.6% | Added |
| Neuberger Berman Group LLC | 4,130 | $4.94M | 0.00% | −159−3.7% | Reduced |
| Jefferies Financial Group Inc. | 4,547 | $5.44M | 0.09% | −234−4.9% | Reduced |
| Amundi | 4,799 | $5.66M | 0.00% | −655,427−99.3% | Reduced |
| Spectrum Asset Management, Inc. | 4,748 | $5.68M | 8.40% | −37,544−88.8% | Reduced |
| Phraction Management LLC | 4,784 | $5.72M | 2.41% | −566−10.6% | Reduced |
| LPL Financial LLC | 4,838 | $5.78M | 0.00% | +890+22.5% | Added |
| Commonwealth Equity Services, LLC | 4,906 | $5.87M | 0.01% | +121+2.5% | Added |
| Western Asset Management Company, LLC | 4,965 | $5.94M | 3.90% | −900−15.3% | Reduced |
| Rational Advisors LLC | 5,100 | $6.10M | 0.62% | +900+21.4% | Added |
| Norris Perne & French LLP | 5,622 | $6.72M | 0.52% | +14+0.2% | Added |
| JPMorgan Chase & Co | 5,668 | $6.78M | 0.00% | −367−6.1% | Reduced |