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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 5,766 | $6.89M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 5,771 | $6.90M | 0.01% | +941+19.5% | Added |
| Raymond James & Associates | 5,944 | $7.11M | 0.01% | −49−0.8% | Reduced |
| Penn Mutual Asset Management, LLC | 6,000 | $7.17M | 5.53% | 00.0% | Unchanged |
| Conning Inc. | 6,065 | $7.25M | 0.25% | −1,400−18.8% | Reduced |
| UBS Group AG | 6,147 | $7.35M | 0.00% | −30−0.5% | Reduced |
| Crawford Investment Counsel Inc | 6,341 | $7.58M | 0.15% | +704+12.5% | Added |
| Stratos Wealth Partners, LTD. | 7,205 | $8.61M | 0.16% | +687+10.5% | Added |
| AEGON USA Investment Management, LLC | – | $9.66M | 6.90% | – | – |
| RB Capital Management, LLC | 8,135 | $9.73M | 2.82% | +21+0.3% | Added |
| Palisade Capital Management LLC | 8,275 | $9.87M | 0.26% | −238−2.8% | Reduced |
| Kestra Advisory Services, LLC | 8,744 | $10.5M | 0.09% | +1,009+13.0% | Added |
| Lord, Abbett & Co. LLC | 9,756 | $11.7M | 0.04% | −776−7.4% | Reduced |
| Citigroup Inc | 10,318 | $12.3M | 0.02% | −859−7.7% | Reduced |
| JRM Investment Counsel, LLC | 11,127 | $13.3M | 4.86% | +540+5.1% | Added |
| Alliancebernstein L.P. | 11,477 | $13.7M | 0.01% | +605+5.6% | Added |
| Galvin, Gaustad & Stein, LLC | 12,378 | $14.8M | 1.38% | −379−3.0% | Reduced |
| Oxbow Advisors, LLC | 12,753 | $15.2M | 2.31% | −960−7.0% | Reduced |
| New England Asset Management Inc | 13,275 | $15.9M | 2.55% | −300−2.2% | Reduced |
| Royal Bank of Canada | – | $16.7M | 0.00% | – | – |
| Loomis Sayles & Co L P | 377,759 | $18.6M | 0.03% | −255,129−40.3% | Reduced |
| KCM Investment Advisors LLC | 15,645 | $18.7M | 0.74% | −1,322−7.8% | Reduced |
| First Manhattan Co | 16,382 | $19.6M | 0.07% | −1,640−9.1% | Reduced |
| Jane Street Group, LLC | 17,110 | $20.5M | 0.02% | +2,773+19.3% | Added |
| Pier 88 Investment Partners LLC | 17,852 | $21.3M | 5.37% | +4,060+29.4% | Added |
| New York State Common Retirement Fund | 18,351 | $21.9M | 0.03% | +2,285+14.2% | Added |
| Ssi Investment Management LLC | 20,441 | $24.4M | 1.85% | −632−3.0% | Reduced |
| First Eagle Investment Management, LLC | 23,391 | $28.0M | 0.07% | −1,500−6.0% | Reduced |
| Thrivent Financial for Lutherans | 24,376 | $29.1M | 0.06% | 00.0% | Unchanged |
| Mackay Shields LLC | 28,711 | $34.4M | 1.00% | −364−1.3% | Reduced |
| Bank of America Corp | 32,554 | $38.9M | 0.00% | −2,374−6.8% | Reduced |
| Nuveen Asset Management, LLC | 39,696 | $47.5M | 0.02% | – | – |
| Morgan Stanley | 45,496 | $54.5M | 0.00% | −14,817−24.6% | Reduced |
| FMR LLC | 45,838 | $54.8M | 0.00% | +31,700+224.2% | Added |
| Stonebridge Advisors LLC | 48,352 | $57.8M | 34.49% | −728−1.5% | Reduced |
| Camden Asset Management L P | 49,355 | $59.0M | 1.82% | +13,321+37.0% | Added |
| Allianz Asset Management GmbH | 58,640 | $70.1M | 0.13% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 61,367 | $73.6M | 0.04% | +110.0% | Added |
| Invesco Ltd. | 64,312 | $76.9M | 0.02% | −8,003−11.1% | Reduced |
| State Street Corp | 66,345 | $79.3M | 0.00% | −21,400−24.4% | Reduced |
| Victory Capital Management Inc | 86,218 | $103.1M | 0.11% | −6,761−7.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 94,591 | $113.1M | 0.23% | +4,063+4.5% | Added |
| First Trust Advisors LP | 132,660 | $158.6M | 0.17% | 00.0% | Unchanged |
| Advent Capital Management | 193,824 | $232.4M | 5.36% | +14,702+8.2% | Added |
| BlackRock Inc. | 259,492 | $310.3M | 0.01% | +6,559+2.6% | Added |
| Voya Investment Management LLC | 579,548 | $692.9M | 0.71% | +106,270+22.5% | Added |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −900,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Hamel Associates, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −51,040−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| WFA of San Diego, LLC | – | – | – | – | Not filed |