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

Q1 2024 vs. Q4 2023

How the institutions holding Wells Fargo & Company changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of WFC.PL: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	246	1	254	+9
Shares	3.01M	200	2.81M	−202.5K (−6.7%)
Value	$2.92B	$239.1K	$2.96B	+$46.5M (+1.6%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Wells Fargo & Company at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to WFC.PL in Q1 2024
Institution	Shares	Value	% of portfolio
RMB Capital Management, LLC	1,110	$1.35M	0.03%
Central Pacific Bank - Trust Division	977	$1.18M	0.15%
Schroder Investment Management Group	967	$1.18M	0.00%
Sequoia Financial Advisors, LLC	926	$1.13M	0.01%
Two Sigma Securities, LLC	727	$886.5K	0.04%
Aristotle Capital Management, LLC	721	$879.2K	0.00%
AlphaStar Capital Management, LLC	525	$640.2K	0.07%
Coordinated Financial Services, Inc.	498	$607.0K	0.53%
Cetera Investment Advisers	473	$576.5K	0.00%
Keynote Financial Services LLC	23,250	$504.5K	0.42%
Brown Advisory Inc	285	$347.5K	0.00%
PFG Investments, LLC	275	$335.3K	0.02%
Carnegie Capital Asset Management, LLC	226	$275.2K	0.01%
Simplicity Wealth,LLC	200	$243.9K	0.01%
Riverview Trust Co	167	$203.6K	0.16%
Baxter Bros Inc	165	$201.6K	0.03%
Income Research & Management	165	$201.3K	0.14%
Obermeyer Wood Investment Counsel, LLLP	165	$201.2K	0.01%
Journey Advisory Group, LLC	165	$201.2K	0.02%
Grove Bank & Trust	45	$54.9K	0.01%
Gilliland Jeter Wealth Management LLC	35	$42.3K	0.01%
Colonial Trust Advisors	33	$40.2K	0.00%
Financial Synergies Wealth Advisors, Inc.	13	$15.9K	0.00%
Fortitude Family Office, LLC	10	$12.2K	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	7	$8.54K	0.00%
Center for Financial Planning, Inc.	5	$6.10K	0.00%
Mather Group, LLC.	5	$5.98K	0.00%

Sold out (18)

Institutions that held Wells Fargo & Company at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of WFC.PL in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Verition Fund Management LLC	3,599	$4.32M
LM Advisors LLC	2,973	$3.56M
Asset Allocation & Management Company, LLC	1,100	$1.31M
RIA Advisory Group LLC	24,391	$1.20M
Searle & Co.	654	$781.9K
Consolidated Portfolio Review Corp	503	$601.4K
Northern Trust Corp	425	$508.1K
Cetera Advisors LLC	313	$374.2K
Equitable Holdings, Inc.	284	$340.0K
Strategic Advisors LLC	194	$232.3K
Millennium Management LLC	100,000	$120.5K
Sugarloaf Wealth Management, LLC	19	$22.7K
Central Trust Co	10	$12.0K
Tower Research Capital LLC (TRC)	8	$9.56K
Gradient Investments LLC	7	$8.37K
Advisory Services Network, LLC	5	$5.98K
Concord Wealth Partners	5	$5.98K
Lazard Asset Management LLC	83	$0

Not filed for Q1 2024 yet (1)

Institutions that held Wells Fargo & Company at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WFC.PL in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Sawtooth Solutions, LLC	200	$239.1K