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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.

Other share classesWFCWFCNPWFC.PAWFC.PCWFC.PDWFC.PYWFC.PZ

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.

Institutional holdersQ4 2023: 246 institutions
Q1 2021: 30 institutionsQ2 2021: 27 institutionsQ3 2021: 26 institutionsQ4 2021: 221 institutionsQ1 2022: 210 institutionsQ2 2022: 234 institutionsQ3 2022: 232 institutionsQ4 2022: 242 institutionsQ1 2023: 241 institutionsQ2 2023: 232 institutionsQ3 2023: 236 institutionsQ4 2023: 246 institutionsQ1 2024: 254 institutionsQ2 2024: 253 institutionsQ3 2024: 258 institutionsQ4 2024: 259 institutionsQ1 2025: 267 institutionsQ2 2025: 275 institutionsQ3 2025: 255 institutionsQ4 2025: 268 institutionsQ1 2026: 266 institutionsQ2 2026: 256 institutions
Value heldQ4 2023: $2.92B
Q1 2021: $48.3MQ2 2021: $56.9MQ3 2021: $49.1MQ4 2021: $3.30BQ1 2022: $2.61BQ2 2022: $2.40BQ3 2022: $2.85BQ4 2022: $2.83BQ1 2023: $2.76BQ2 2023: $3.40BQ3 2023: $3.28BQ4 2023: $2.92BQ1 2024: $2.96BQ2 2024: $3.03BQ3 2024: $3.12BQ4 2024: $2.85BQ1 2025: $2.90BQ2 2025: $2.78BQ3 2025: $2.93BQ4 2025: $2.86BQ1 2026: $2.48BQ2 2026: $2.65B
Institutions holding WFC.PL and their total value by quarter
QuarterHoldersValue
Q2 2026256$2.65B
Q1 2026266$2.48B
Q4 2025268$2.86B
Q3 2025255$2.93B
Q2 2025275$2.78B
Q1 2025267$2.90B
Q4 2024259$2.85B
Q3 2024258$3.12B
Q2 2024253$3.03B
Q1 2024254$2.96B
Q4 2023246$2.92B
Q3 2023236$3.28B
Q2 2023232$3.40B
Q1 2023241$2.76B
Q4 2022242$2.83B
Q3 2022232$2.85B
Q2 2022234$2.40B
Q1 2022210$2.61B
Q4 2021221$3.30B
Q3 202126$49.1M
Q2 202127$56.9M
Q1 202130$48.3M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2023.

Institutions holding WFC.PL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Allocation & Management Company, LLC1,100$1.31M0.88%00.0%Unchanged
Coastwise Capital Group, LLC26,281$1.29M1.32%−899−3.3%Reduced
Truist Financial Corp1,061$1.27M0.00%−373−26.0%Reduced
StoneX Group Inc.1,052$1.26M0.12%−51−4.6%Reduced
RIA Advisory Group LLC24,391$1.20M0.58%+24,391New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,000$1.20M0.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc987$1.18M0.28%00.0%Unchanged
US Bancorp978$1.17M0.00%+200+25.7%Added
Seelaus Asset Management LLC955$1.14M1.11%−81−7.8%Reduced
Chicago Partners Investment Group LLC924$1.10M0.05%+112+13.8%Added
Captrust Financial Advisors916$1.09M0.00%00.0%Unchanged
LexAurum Advisors, LLC876$1.05M0.27%00.0%Unchanged
Montag A & Associates Inc850$1.02M0.06%−140−14.1%Reduced
Scotia Capital Inc.822$982.8K0.01%−40−4.6%Reduced
Chilton Capital Management LLC786$939.8K0.05%00.0%Unchanged
Pennsylvania Capital Management Inc785$938.6K0.37%−40−4.8%Reduced
MeadowBrook Investment Advisors LLC753$900.3K0.86%+753New
Van Hulzen Asset Management, LLC753$900.0K0.06%−30−3.8%Reduced
F/M Investments LLC740$884.8K0.50%+740New
Icon Advisers Inc700$836.9K0.19%00.0%Unchanged
Zazove Associates LLC687$822.0K0.10%00.0%Unchanged
JT Stratford LLC663$792.7K0.18%+663New
Searle & Co.654$781.9K0.21%+654New
Ulland Investment Advisors, LLC647$774.0K0.78%+420+185.0%Added
Islay Capital Management, LLC635$759.2K0.60%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC618$738.9K0.00%+107+20.9%Added
HighTower Advisors, LLC598$718.0K0.00%−30−4.8%Reduced
Buckingham Strategic Wealth, LLC600$717.4K0.01%−2−0.3%Reduced
D.A. Davidson & Co.598$715.0K0.01%+57+10.5%Added
Ingalls & Snyder LLC594$710.0K0.03%−49−7.6%Reduced
Bowman & Co S.C.–$699.3K0.49%––
Whittier Trust Co of Nevada Inc583$697.0K0.02%−27−4.4%Reduced
Level Four Advisory Services, LLC578$691.1K0.04%00.0%Unchanged
Wedbush Securities Inc564$674.0K0.03%−14−2.4%Reduced
Independent Advisor Alliance578$672.8K0.02%+227+64.7%Added
First Hawaiian Bank537$642.0K0.02%+8+1.5%Added
Comerica Bank524$626.5K0.00%−33−5.9%Reduced
Pathway Financial Advisers, LLC524$626.5K0.24%−11−2.1%Reduced
Independent Wealth Network Inc.504$602.6K0.32%−1−0.2%Reduced
Consolidated Portfolio Review Corp503$601.4K0.14%+105+26.4%Added
UBS Asset Management Americas Inc–$597.8K0.00%––
Fernwood Investment Management, LLC484$578.7K0.19%00.0%Unchanged
Wambolt & Associates, LLC480$574.0K0.19%+264+122.2%Added
Bank of Montreal463$553.7K0.00%−471−50.4%Reduced
Vestmark Advisory Solutions, Inc.453$541.6K0.03%+16+3.7%Added
NewEdge Wealth, LLC453$541.6K0.01%+16+3.7%Added
United Capital Financial Advisers, LLC450$538.0K0.00%−120−21.1%Reduced
Pekin Hardy Strauss, Inc.445$532.1K0.08%−70−13.6%Reduced
Marathon Trading Investment Management LLC444$530.9K0.10%00.0%Unchanged
Northern Trust Corp425$508.1K0.00%+425New
Crew Capital Management, Ltd.422$504.6K0.51%−5−1.2%Reduced
Valeo Financial Advisors, LLC81,720$498.6K0.02%−116−0.1%Reduced
Resources Investment Advisors, LLC.411$491.4K0.01%+2+0.5%Added
Ameriprise Financial Inc401$479.4K0.00%−890−68.9%Reduced
Susquehanna International Group, LLP394$471.1K0.00%+394New
Creative Planning392$468.6K0.00%−58−12.9%Reduced
Aull & Monroe Investment Management Corp353$422.1K0.21%−50−12.4%Reduced
ELCO Management Co., LLC353$422.1K0.28%00.0%Unchanged
The PNC Financial Services Group, Inc.345$412.5K0.00%+80+30.2%Added
Blair William & Co342$408.9K0.00%−11−3.1%Reduced
AlphaCore Capital LLC327$391.4K0.06%+135+70.3%Added
Heirloom Wealth Management316$377.8K0.14%00.0%Unchanged
Cetera Advisors LLC313$374.2K0.01%+29+10.2%Added
Smith, Moore & Co.310$370.6K0.04%−15−4.6%Reduced
Quest Investment Management LLC310$370.5K0.05%00.0%Unchanged
Ieq Capital, LLC300$358.7K0.01%+300New
Westshore Wealth, LLC291$347.9K0.16%−4−1.4%Reduced
Equitable Holdings, Inc.284$340.0K0.00%−16−5.3%Reduced
Newman Dignan & Sheerar, Inc.278$332.7K0.10%+2+0.7%Added
Whittier Trust Co276$330.0K0.01%−41−12.9%Reduced
Cresset Asset Management, LLC270$322.8K0.00%00.0%Unchanged
Cerity Partners LLC268$319.8K0.00%+268New
Michael B. Yongue264$315.6K0.28%−80−23.3%Reduced
Gabelli & Co Investment Advisers, Inc.250$298.9K0.06%00.0%Unchanged
First Horizon Advisors, Inc.250$298.9K0.01%00.0%Unchanged
Evanson Asset Management, LLC250$298.9K0.03%00.0%Unchanged
Principle Wealth Partners LLC250$298.9K0.03%00.0%Unchanged
Chilton Investment Co LLC239$285.8K0.01%−492−67.3%Reduced
Berger Financial Group, Inc221$264.2K0.03%00.0%Unchanged
RDA Financial Network212$253.5K0.10%00.0%Unchanged
Sawtooth Solutions, LLC200$239.1K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC195$236.0K0.01%+195New
Strategic Advisors LLC194$232.3K0.04%−9−4.4%Reduced
HB Wealth Management, LLC190$227.2K0.00%00.0%Unchanged
FineMark National Bank & Trust187$223.6K0.01%−2−1.1%Reduced
Northeast Financial Consultants Inc185$221.2K0.01%00.0%Unchanged
Montecito Bank & Trust185$221.1K0.05%00.0%Unchanged
Private Trust Co NA184$220.0K0.03%00.0%Unchanged
WealthBridge Capital Management, LLC184$219.4K0.08%+1+0.5%Added
Bridgewealth Advisory Group, LLC172$205.6K0.16%+172New
Financial Advocates Investment Management171$205.0K0.01%+171New
Brown Brothers Harriman & Co150$179.3K0.00%00.0%Unchanged
IFP Advisors, Inc145$173.4K0.01%−5−3.3%Reduced
Cove Street Capital, LLC115$137.5K0.04%−105−47.7%Reduced
Pinnacle Financial Partners Inc103$123.1K0.00%−27−20.8%Reduced
Federation des caisses Desjardins du Quebec103$123.1K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC101$120.8K0.00%−2−1.9%Reduced
Millennium Management LLC100,000$120.5K0.00%+100,000New
Powell Investment Advisors, LLC100$119.8K0.07%00.0%Unchanged
Hills Bank & Trust Co90$107.6K0.01%00.0%Unchanged