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; 2,882 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
- 2,153
- +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
- 898 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carson Advisory Inc. | 12,669 | $623.6K | 0.48% | −333−2.6% | Reduced |
| Belpointe Asset Management LLC | 12,702 | $625.2K | 0.05% | −51−0.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 12,711 | $625.6K | 0.18% | −291−2.2% | Reduced |
| Heritage Wealth Management, LLC | 12,793 | $629.6K | 0.34% | +12,793 | New |
| Family Legacy, Inc. | 12,800 | $630.0K | 0.24% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 12,805 | $630.2K | 0.07% | −119−0.9% | Reduced |
| Leonteq Securities AG | 12,854 | $632.7K | 0.08% | +6,169+92.3% | Added |
| Avantax Planning Partners, Inc. | 12,870 | $633.5K | 0.02% | −8,943−41.0% | Reduced |
| Claro Advisors LLC | 12,962 | $638.0K | 0.14% | −1,822−12.3% | Reduced |
| Concord Wealth Partners | 12,966 | $638.2K | 0.13% | −3,695−22.2% | Reduced |
| 9258 Wealth Management, LLC | 12,972 | $638.5K | 0.11% | +516+4.1% | Added |
| AIMZ Investment Advisors, LLC | 13,005 | $640.1K | 0.26% | −414−3.1% | Reduced |
| Alliance Wealth Advisors, LLC | 13,010 | $640.4K | 0.22% | −1,616−11.0% | Reduced |
| Wealthcare Advisory Partners LLC | 13,023 | $641.0K | 0.03% | +706+5.7% | Added |
| Gagnon Securities LLC | 13,056 | $642.6K | 0.15% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 13,105 | $645.0K | 0.12% | −14,364−52.3% | Reduced |
| Aigen Investment Management, LP | 13,131 | $646.3K | 0.12% | −33,987−72.1% | Reduced |
| Wimmer Associates 1, LLC | 13,141 | $646.8K | 0.36% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13,145 | $647.0K | 0.31% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 13,170 | $648.2K | 0.07% | 00.0% | Unchanged |
| Eclectic Associates Inc | 13,185 | $649.0K | 0.31% | −856−6.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 13,195 | $649.4K | 0.55% | 00.0% | Unchanged |
| Operose Advisors LLC | 13,226 | $651.0K | 0.26% | −2,886−17.9% | Reduced |
| North Star Asset Management Inc | 13,229 | $651.1K | 0.03% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13,240 | $651.7K | 0.16% | +13,240 | New |
| Knuff & Co LLC | 13,304 | $654.8K | 0.24% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 13,322 | $655.7K | 0.45% | +13,322 | New |
| MeadowBrook Investment Advisors LLC | 13,355 | $657.3K | 0.63% | +13,355 | New |
| C2C Wealth Management, LLC | 13,361 | $661.1K | 0.56% | −1,907−12.5% | Reduced |
| Jacobi Capital Management LLC | 13,437 | $661.4K | 0.07% | +38+0.3% | Added |
| Cardiff Park Advisors, LLC | 13,495 | $664.2K | 0.07% | +21+0.2% | Added |
| Bragg Financial Advisors, Inc | 13,526 | $665.8K | 0.03% | −974−6.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,533 | $666.1K | 0.04% | −1,094−7.5% | Reduced |
| Richwood Investment Advisors, LLC | 13,617 | $670.2K | 0.63% | −816−5.7% | Reduced |
| Neumann Capital Management, LLC | 13,622 | $670.5K | 0.27% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 13,639 | $671.3K | 0.02% | −2,128−13.5% | Reduced |
| Financial Counselors Inc | 13,661 | $672.4K | 0.01% | −5,649−29.3% | Reduced |
| Pacific Global Investment Management CO | 13,680 | $673.3K | 0.14% | +1,620+13.4% | Added |
| Purus Wealth Management, LLC | 13,686 | $673.6K | 0.39% | +471+3.6% | Added |
| Shakespeare Wealth Management, Inc. | 13,709 | $674.8K | 0.21% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 13,709 | $674.8K | 0.07% | +13,709 | New |
| Kiley Juergens Wealth Management, LLC | 13,730 | $675.8K | 0.23% | −585−4.1% | Reduced |
| FirstPurpose Wealth LLC | 13,744 | $676.5K | 0.26% | +99+0.7% | Added |
| Park National Corp | 13,771 | $677.8K | 0.03% | −517−3.6% | Reduced |
| Cladis Investment Advisory, LLC | 13,822 | $680.3K | 0.53% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 13,846 | $681.5K | 0.47% | +131+1.0% | Added |
| FinTrust Capital Advisors, LLC | 13,849 | $681.6K | 0.14% | +562+4.2% | Added |
| Atomi Financial Group, Inc. | 13,858 | $682.1K | 0.09% | +13,858 | New |
| Osterweis Capital Management Inc | 13,896 | $684.0K | 0.04% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 13,988 | $688.5K | 0.12% | +13,988 | New |
| L2 Asset Management, LLC | 14,024 | $690.3K | 0.28% | +12,611+892.5% | Added |
| Brooks, Moore & Associates, Inc. | 14,100 | $694.0K | 0.48% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 14,121 | $695.0K | 0.19% | +146+1.0% | Added |
| MV Capital Management, Inc. | 14,196 | $698.7K | 0.09% | +601+4.4% | Added |
| Gradient Investments LLC | 14,271 | $702.4K | 0.02% | +49+0.3% | Added |
| LifeSteps Financial, Inc. | 14,298 | $703.8K | 0.62% | +40.0% | Added |
| Prio Wealth Limited Partnership | 14,309 | $704.3K | 0.02% | +233+1.7% | Added |
| JT Stratford LLC | 14,319 | $704.8K | 0.16% | −220−1.5% | Reduced |
| Arkadios Wealth Advisors | 14,336 | $705.6K | 0.06% | −1,010−6.6% | Reduced |
| Ingalls & Snyder LLC | 14,341 | $706.0K | 0.03% | −20.0% | Reduced |
| Agf Management Ltd | 14,356 | $706.6K | 0.00% | +3,780+35.7% | Added |
| McDaniel Terry & Co | 14,408 | $709.0K | 0.07% | −400−2.7% | Reduced |
| Abbrea Capital, LLC | 14,418 | $710.0K | 0.10% | −923−6.0% | Reduced |
| Boston Trust Walden Corp | 14,515 | $714.4K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 14,553 | $716.0K | 0.31% | −6,655−31.4% | Reduced |
| Dakota Wealth Management | 14,586 | $717.9K | 0.03% | −1,200−7.6% | Reduced |
| Northwest Wealth Management, LLC | 14,607 | $719.0K | 0.22% | −746−4.9% | Reduced |
| Vertex Planning Partners, LLC | 14,635 | $720.3K | 0.21% | +1,065+7.8% | Added |
| Welch Group, LLC | 14,666 | $721.8K | 0.04% | +1,503+11.4% | Added |
| Segment Wealth Management, LLC | 14,667 | $721.9K | 0.06% | +14,667 | New |
| Meridian Wealth Management, LLC | 14,766 | $726.8K | 0.05% | −953−6.1% | Reduced |
| Quotient Wealth Partners, LLC | 14,788 | $727.9K | 0.03% | +14,788 | New |
| MTM Investment Management, LLC | 14,806 | $728.8K | 0.33% | +14,806 | New |
| Sandy Spring Bank | 14,819 | $729.4K | 0.04% | +5,557+60.0% | Added |
| Pearl River Capital, LLC | 14,835 | $730.2K | 0.12% | +14,835 | New |
| Jones Financial Companies LLLP | 14,886 | $732.7K | 0.00% | +3,629+32.2% | Added |
| North Star Investment Management Corp. | 14,950 | $735.8K | 0.06% | −2,936−16.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 14,968 | $736.7K | 0.49% | −373−2.4% | Reduced |
| Highlander Capital Management, LLC | 14,968 | $736.7K | 0.26% | +897+6.4% | Added |
| Anchor Investment Management, LLC | 14,981 | $737.4K | 0.08% | +80+0.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 14,994 | $738.0K | 0.04% | −2,533−14.5% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $738.3K | 0.43% | 00.0% | Unchanged |
| Graypoint LLC | 15,004 | $738.5K | 0.06% | +2,052+15.8% | Added |
| Cambridge Trust Co | 15,005 | $738.5K | 0.03% | −268−1.8% | Reduced |
| Waldron Private Wealth LLC | 15,013 | $738.9K | 0.04% | +2,203+17.2% | Added |
| Hutner Capital Management Inc | 15,126 | $744.5K | 0.44% | −1,260−7.7% | Reduced |
| IVC Wealth Advisors LLC | 15,140 | $745.2K | 0.46% | −2,467−14.0% | Reduced |
| Beirne Wealth Consulting Services, LLC | 15,168 | $746.7K | 0.37% | +15,168 | New |
| Sippican Capital Advisors | 15,233 | $749.8K | 0.59% | +6,940+83.7% | Added |
| Breakwater Capital Group | 15,452 | $749.9K | 0.21% | +1,798+13.2% | Added |
| Gilbert & Cook, Inc. | 15,326 | $754.3K | 0.11% | −500−3.2% | Reduced |
| Edge Capital Group, LLC | 15,385 | $757.2K | 0.04% | −337−2.1% | Reduced |
| Becker Capital Management Inc | 15,438 | $759.9K | 0.03% | +260+1.7% | Added |
| JNBA Financial Advisors | 15,456 | $760.7K | 0.09% | +900+6.2% | Added |
| Circle Wealth Management, LLC | 15,496 | $762.7K | 0.02% | −1,606−9.4% | Reduced |
| M Holdings Securities, Inc. | 15,505 | $763.0K | 0.09% | +25+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,528 | $764.3K | 0.15% | +1,575+11.3% | Added |
| Mesirow Financial Investment Management, Inc. | 15,570 | $766.3K | 0.03% | +15,570 | New |
| Wealth Alliance | 15,602 | $768.0K | 0.11% | +1,197+8.3% | Added |
| VCI Wealth Management LLC | 15,713 | $773.4K | 0.47% | +15,713 | New |