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Livermore
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Wells Fargo & Company

WFC
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; 2,883 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.

Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.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
2,154
+209 vs. Q3 2023
Shares held
2.71B
+19.7M (+0.7%) vs. Q3 2023
Total value
$133.4B
+$23.4B (+21.3%) vs. Q3 2023
New holders
318
661 more added
Sold out
109
899 more reduced

31 institutions 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 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: 2,154 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,883 institutions
Value heldQ4 2023: $133.4B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,883$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

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 in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dividend Assets Capital, LLC10$00.00%−45−81.8%Reduced
Dogwood Wealth Management LLC1$350.00%+1New
Deane Retirement Strategies, Inc.2$980.00%+2New
Ables, Iannone, Moore & Associates, Inc.10$4920.00%+10New
Livelsberger Financial Advisory24$1.19K0.00%+24New
Hallmark Capital Management Inc26$1.28K0.00%00.0%Unchanged
USA Financial Portformulas Corp28$1.38K0.00%+3+12.0%Added
Tfo-TDC, LLC35$1.72K0.00%−1,245−97.3%Reduced
Life Planning Partners, Inc40$1.97K0.00%+40New
Frank, Rimerman Advisors LLC40$1.97K0.00%+40New
AlphaMark Advisors, LLC50$2.00K0.00%−30−37.5%Reduced
ZRC Wealth Management, LLC60$2.45K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC50$2.46K0.00%00.0%Unchanged
Pineridge Advisors LLC56$2.76K0.00%+56New
Gladius Capital Management LP60$2.95K0.00%−12,289−99.5%Reduced
Chesapeake Asset Management LLC63$3.10K0.00%00.0%Unchanged
Delta Accumulation, LLC73$3.12K0.03%00.0%Unchanged
Albion Financial Group67$3.30K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC68$3.35K0.00%00.0%Unchanged
Aspect Partners, LLC70$3.44K0.00%+70New
Cassady Schiller Wealth Management, LLC79$3.89K0.00%00.0%Unchanged
LFA - Lugano Financial Advisors SA81$3.99K0.00%+81New
Burkett Financial Services, LLC88$4.32K0.00%+88New
Criterion Capital Advisors, LLC90$4.43K0.00%+90New
DHJJ Financial Advisors, Ltd.92$4.52K0.00%−211−69.6%Reduced
J.Safra Asset Management Corp92$4.53K0.00%+92New
Toth Financial Advisory Corp93$4.58K0.00%00.0%Unchanged
Live Oak Investment Partners–$4.92K0.00%––
Tanglewood Legacy Advisors, LLC100$4.92K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC100$4.92K0.00%+100New
Eukles Asset Management101$4.97K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.98$5.00K0.00%+98New
Nemes Rush Group LLC104$5.12K0.00%−2,270−95.6%Reduced
Granite FO LLC108$5.32K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.110$5.42K0.00%+110New
Carolina Wealth Advisors, LLC113$5.56K0.00%00.0%Unchanged
Insight Financial Services118$5.81K0.01%00.0%Unchanged
Kapitalo Investimentos Ltda121$5.96K0.00%−561−82.3%Reduced
Disciplined Equity Management, Inc.123$6.05K0.00%+123New
Broadwater Capital Management LLC133$6.55K0.01%+133New
Hobbs Group Advisors, LLC332$6.76K0.00%+332New
EntryPoint Capital, LLC139$6.84K0.01%+139New
TSFG, LLC138$7.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.151$7.43K0.00%00.0%Unchanged
ClariVest Asset Management LLC151$7.44K0.00%+98+184.9%Added
Trifecta Capital Advisors, LLC152$7.48K0.00%−1,000−86.8%Reduced
Ritter Daniher Financial Advisory LLC160$7.88K0.00%00.0%Unchanged
Wolff Wiese Magana LLC160$7.88K0.01%+25+18.5%Added
Castleview Partners, LLC168$8.27K0.01%00.0%Unchanged
Valued Wealth Advisors LLC203$8.31K0.01%+203New
Birchbrook, Inc.181$8.91K0.01%+181New
PayPay Securities Corp184$9.07K0.45%+44+31.4%Added
Jamison Private Wealth Management, Inc.195$9.60K0.00%00.0%Unchanged
Princeton Global Asset Management LLC195$9.62K0.00%+1+0.5%Added
Kiely Wealth Advisory Group, Inc.200$10.0K0.01%+200New
REAP Financial Group, LLC205$10.1K0.00%+205New
Motco205$10.1K0.00%00.0%Unchanged
Kozak & Associates, Inc.217$10.2K0.00%+1+0.5%Added
Quarry LP222$10.9K0.01%+74+50.0%Added
Financial Connections Group, Inc.241$11.0K0.01%+241New
Gleason Group, Inc.225$11.1K0.00%+2+0.9%Added
Provenance Wealth Advisors, LLC226$11.1K0.00%+138+156.8%Added
Tidemark, LLC228$11.2K0.01%+228New
Center for Financial Planning, Inc.230$11.3K0.00%+74+47.4%Added
Elequin Capital LP243$12.0K0.00%+243New
Coston, McIsaac & Partners258$12.0K0.00%00.0%Unchanged
Dunhill Financial, LLC244$12.0K0.01%+244New
Naples Money Management LLC249$12.3K0.01%+249New
Norwood Financial Corp250$12.3K0.02%00.0%Unchanged
CGC Financial Services, LLC280$13.8K0.01%00.0%Unchanged
Planning Capital Management Corp286$14.1K0.01%+286New
Newton One Investments LLC297$14.6K0.01%−59−16.6%Reduced
Dougherty Wealth Advisers LLC299$14.7K0.01%−236−44.1%Reduced
Westside Investment Management, Inc.300$14.8K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A300$14.8K0.01%+300New
Hanson & Doremus Investment Management311$15.0K0.00%+16+5.4%Added
Bourgeon Capital Management LLC308$15.2K0.00%00.0%Unchanged
PFS Partners, LLC311$15.3K0.01%00.0%Unchanged
Main Street Group, LTD319$15.7K0.01%+319New
Northwest Financial Advisors323$15.9K0.01%+323New
TFC Financial Management325$16.0K0.00%−330−50.4%Reduced
Kelly Financial Services LLC328$16.1K0.01%−1,633−83.3%Reduced
Red Tortoise LLC336$16.5K0.01%−140−29.4%Reduced
Y.D. More Investments Ltd339$16.7K0.00%+339New
America First Investment Advisors, LLC341$16.8K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC349$17.2K0.00%−3,405−90.7%Reduced
Veritas Investment Partners (UK) Ltd.350$17.2K0.00%00.0%Unchanged
Stephens Consulting, LLC355$17.5K0.01%00.0%Unchanged
Atlas Capital Advisors LLC361$17.8K0.00%00.0%Unchanged
Archer Investment Corp363$17.9K0.01%+22+6.5%Added
Raffa Wealth Management, LLC366$18.0K0.01%00.0%Unchanged
Byrne Asset Management LLC375$18.5K0.01%−75−16.7%Reduced
NewSquare Capital LLC384$18.9K0.00%−40−9.4%Reduced
Costello Asset Management, INC398$19.6K0.02%00.0%Unchanged
MB, Levis & Associates, LLC419$20.6K0.01%00.0%Unchanged
Bellevue Asset Management, LLC422$20.8K0.02%−61−12.6%Reduced
McClarren Financial Advisors, Inc.422$21.0K0.02%+4+1.0%Added
Garner Asset Management Corp440$21.2K0.01%+440New
Scarborough Advisors, LLC431$21.2K0.00%+431New
Nalls Sherbakoff Group, LLC440$21.7K0.02%00.0%Unchanged