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 |
|---|---|---|---|---|---|
| Financial Advisory Corp | 15,772 | $776.0K | 0.35% | +2,935+22.9% | Added |
| AMG National Trust Bank | 15,803 | $777.8K | 0.02% | +687+4.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,832 | $779.3K | 0.07% | +2,311+17.1% | Added |
| Triumph Capital Management | 15,840 | $779.7K | 0.33% | −4,085−20.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 15,848 | $780.0K | 0.06% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 15,849 | $780.1K | 0.03% | +665+4.4% | Added |
| Element Wealth, LLC | 15,889 | $782.0K | 0.49% | −10.0% | Reduced |
| Appleton Partners Inc | 15,916 | $783.0K | 0.06% | −1,014−6.0% | Reduced |
| Nicolet Bankshares Inc | 15,918 | $783.5K | 0.21% | −150−0.9% | Reduced |
| First National Bank Sioux Falls | 15,957 | $785.4K | 0.40% | −2,500−13.5% | Reduced |
| Financial Network Wealth Advisors LLC | 16,046 | $789.8K | 0.84% | +16,046 | New |
| Mainstay Capital Management LLC | 16,107 | $792.8K | 0.15% | +2,981+22.7% | Added |
| Keystone Financial Services | 16,109 | $792.9K | 0.37% | +76+0.5% | Added |
| Boothbay Fund Management, LLC | 16,163 | $795.5K | 0.03% | −4,999−23.6% | Reduced |
| Lafayette Investments, Inc. | 16,245 | $799.6K | 0.20% | −1,500−8.5% | Reduced |
| JFS Wealth Advisors, LLC | 16,284 | $801.5K | 0.07% | −299−1.8% | Reduced |
| Cypress Wealth Services, LLC | 16,302 | $802.4K | 0.20% | −75−0.5% | Reduced |
| Heartland Bank & Trust Co | 16,342 | $804.4K | 0.55% | −602−3.6% | Reduced |
| Tobam | 16,347 | $805.0K | 0.07% | −1,653−9.2% | Reduced |
| Perennial Advisors, LLC | 16,381 | $806.3K | 0.20% | −9−0.1% | Reduced |
| Keudell/Morrison Wealth Management | 16,393 | $806.9K | 0.27% | −36−0.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,400 | $807.2K | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 16,470 | $810.7K | 0.29% | +97+0.6% | Added |
| Aptus Capital Advisors, LLC | 16,490 | $811.6K | 0.02% | +435+2.7% | Added |
| Peoples Financial Services Corp. | 16,514 | $812.8K | 0.35% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 16,582 | $816.1K | 0.11% | +10,001+152.0% | Added |
| Cascade Investment Advisors, Inc. | 16,600 | $817.1K | 0.58% | 00.0% | Unchanged |
| Strategic Investment Advisors | 16,698 | $821.9K | 0.12% | −1,244−6.9% | Reduced |
| Boltwood Capital Management | 16,700 | $822.0K | 0.27% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 16,726 | $823.3K | 0.58% | 00.0% | Unchanged |
| Mather Group, LLC. | 16,736 | $823.7K | 0.01% | −2,369−12.4% | Reduced |
| GM Advisory Group, Inc. | 16,777 | $825.7K | 0.06% | +451+2.8% | Added |
| Mutual Advisors, LLC | 16,837 | $828.7K | 0.03% | −592−3.4% | Reduced |
| Marcum Wealth, LLC | 16,878 | $830.7K | 0.09% | +1,407+9.1% | Added |
| Fragasso Group Inc. | 16,999 | $836.7K | 0.08% | −2,792−14.1% | Reduced |
| Buckingham Strategic Partners | 17,072 | $840.3K | 0.04% | −654−3.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 17,087 | $841.0K | 0.04% | −519−2.9% | Reduced |
| Wallace Advisory Group, LLC | 20,597 | $841.6K | 0.66% | +9,526+86.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,112 | $842.2K | 0.03% | −1,151−6.3% | Reduced |
| Sittner & Nelson, LLC | 17,121 | $842.7K | 0.45% | −1,038−5.7% | Reduced |
| Chicago Capital, LLC | 17,169 | $845.1K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 17,249 | $849.0K | 0.24% | −40.0% | Reduced |
| LMCG Investments, LLC | 17,252 | $849.1K | 0.05% | −218−1.2% | Reduced |
| V-Square Quantitative Management LLC | 17,295 | $851.3K | 0.20% | +12,673+274.2% | Added |
| Lipe & Dalton | 17,300 | $852.0K | 0.46% | 00.0% | Unchanged |
| Studio Investment Management LLC | 17,314 | $852.2K | 0.22% | +7,068+69.0% | Added |
| Intrinsic Value Partners, LLC | 17,315 | $852.2K | 0.99% | −130−0.7% | Reduced |
| Pure Financial Advisors, Inc. | 17,393 | $856.1K | 0.03% | +2,199+14.5% | Added |
| Lodestar Private Asset Management LLC | 17,464 | $859.6K | 0.13% | −5,124−22.7% | Reduced |
| AdvisorNet Financial, Inc | 17,475 | $860.1K | 0.08% | +1,325+8.2% | Added |
| 1st Source Bank | 17,571 | $864.8K | 0.05% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 17,613 | $866.9K | 0.10% | −18−0.1% | Reduced |
| Intrua Financial, LLC | 17,623 | $867.4K | 0.14% | +992+6.0% | Added |
| Summit Financial Group Inc | 17,635 | $868.0K | 0.33% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 17,700 | $871.0K | 0.04% | −300−1.7% | Reduced |
| Gotham Asset Management, LLC | 17,701 | $871.2K | 0.02% | −1,251−6.6% | Reduced |
| Greatmark Investment Partners, Inc. | 17,722 | $872.3K | 0.14% | +374+2.2% | Added |
| Principle Wealth Partners LLC | 17,778 | $875.0K | 0.08% | −44−0.2% | Reduced |
| WP Advisors, LLC | 17,883 | $880.2K | 0.33% | −286−1.6% | Reduced |
| Ramiah Investment Group | 17,920 | $882.0K | 0.83% | −970−5.1% | Reduced |
| Cornerstone Wealth Management, LLC | 17,933 | $882.6K | 0.08% | −1,557−8.0% | Reduced |
| Verdence Capital Advisors LLC | 17,934 | $882.7K | 0.09% | −3,729−17.2% | Reduced |
| Diligent Investors, LLC | 17,943 | $883.1K | 0.24% | +32+0.2% | Added |
| Relative Value Partners Group, LLC | 17,993 | $885.6K | 0.05% | −83−0.5% | Reduced |
| Barbara Oil Co. | 18,000 | $886.0K | 0.40% | 00.0% | Unchanged |
| Syon Capital LLC | 18,015 | $886.7K | 0.09% | +1,685+10.3% | Added |
| Jackson Creek Investment Advisors LLC | 18,088 | $890.0K | 0.34% | −344−1.9% | Reduced |
| Regents of the University of California | 18,106 | $891.2K | 0.11% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 18,127 | $892.2K | 0.21% | −11−0.1% | Reduced |
| Colony Group, LLC | 18,154 | $894.0K | 0.01% | +18,154 | New |
| Everpar Advisors LLC | 18,167 | $894.2K | 0.42% | +18,167 | New |
| Kanawha Capital Management LLC | 18,188 | $895.2K | 0.08% | −2,951−14.0% | Reduced |
| Brookstone Capital Management | 18,213 | $896.4K | 0.02% | −97−0.5% | Reduced |
| First National Trust Co | 18,233 | $897.4K | 0.04% | 00.0% | Unchanged |
| DMG Group, LLC | 18,266 | $899.0K | 0.85% | −861−4.5% | Reduced |
| Northern Oak Wealth Management Inc | 18,343 | $902.8K | 0.11% | −4,856−20.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 18,410 | $906.1K | 0.16% | +1,060+6.1% | Added |
| Financial Partners Group, LLC | 18,419 | $906.6K | 0.41% | +400+2.2% | Added |
| Equitable Trust Co | 18,456 | $908.4K | 0.07% | +9,851+114.5% | Added |
| Stewart & Patten Co LLC | 18,520 | $911.6K | 0.14% | −600−3.1% | Reduced |
| Caldwell Trust Co | 18,523 | $911.7K | 0.12% | −1,694−8.4% | Reduced |
| Essex Financial Services, Inc. | 18,619 | $916.4K | 0.09% | −7,655−29.1% | Reduced |
| Unique Wealth Strategies, LLC | 18,657 | $918.3K | 0.61% | +18,657 | New |
| Quilter Plc | 18,635 | $919.6K | 0.03% | +112+0.6% | Added |
| EverSource Wealth Advisors, LLC | 18,717 | $921.2K | 0.08% | +723+4.0% | Added |
| Johnson Investment Counsel Inc | 18,730 | $921.9K | 0.01% | −968−4.9% | Reduced |
| Sentry LLC | 18,784 | $924.5K | 0.20% | −200−1.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,792 | $924.9K | 0.57% | −10−0.1% | Reduced |
| Essex Savings Bank | 18,835 | $927.1K | 0.27% | +1,475+8.5% | Added |
| SageView Advisory Group, LLC | 18,164 | $929.8K | 0.04% | +11,414+169.1% | Added |
| Annandale Capital, LLC | 18,901 | $930.0K | 0.22% | −124−0.7% | Reduced |
| BLB&B Advisors, LLC | 18,930 | $931.7K | 0.06% | −1,423−7.0% | Reduced |
| Hexagon Capital Partners LLC | 18,955 | $932.9K | 0.22% | +3,187+20.2% | Added |
| Symmetry Partners, LLC | 18,870 | $934.0K | 0.05% | −9,678−33.9% | Reduced |
| Americana Partners, LLC | 13,993 | $934.5K | 0.09% | −3,719−21.0% | Reduced |
| Foresight Global Investors, Inc. | 19,020 | $936.2K | 0.54% | −3,423−15.3% | Reduced |
| BlueCrest Capital Management Ltd | 19,026 | $936.5K | 0.16% | −41,745−68.7% | Reduced |
| Hamilton Capital Partners Inc. | 19,100 | $940.1K | 0.19% | −4,100−17.7% | Reduced |
| Boit C F David | 19,363 | $942.6K | 0.53% | 00.0% | Unchanged |
| Accredited Investors Inc. | 19,181 | $944.1K | 0.07% | −1,238−6.1% | Reduced |