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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 19,367 | $953.0K | 0.02% | −10,187−34.5% | Reduced |
| Investors Research Corp | 19,438 | $956.7K | 0.23% | −387−2.0% | Reduced |
| IHT Wealth Management, LLC | 19,449 | $957.3K | 0.04% | −2,121−9.8% | Reduced |
| Cito Capital Group, LLC | 19,503 | $960.0K | 0.41% | +3,000+18.2% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 19,542 | $961.9K | 1.26% | 00.0% | Unchanged |
| Busey Wealth Management | 19,653 | $967.3K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 19,663 | $968.0K | 0.27% | 00.0% | Unchanged |
| Spire Wealth Management | 20,125 | $968.4K | 0.03% | +100+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 19,699 | $969.6K | 0.26% | −852−4.1% | Reduced |
| Arete Wealth Advisors, LLC | 20,439 | $970.7K | 0.07% | +343+1.7% | Added |
| Balentine LLC | 19,787 | $973.9K | 0.03% | +9,450+91.4% | Added |
| Csenge Advisory Group | 19,800 | $974.6K | 0.06% | −923−4.5% | Reduced |
| Castle Rock Wealth Management, LLC | 19,506 | $975.0K | 0.30% | +30.0% | Added |
| LexAurum Advisors, LLC | 19,947 | $981.8K | 0.26% | −445−2.2% | Reduced |
| Harbor Advisors LLC | 20,000 | $984.4K | 0.19% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 20,095 | $989.1K | 0.99% | +20,095 | New |
| Private Wealth Group, LLC | 20,112 | $989.9K | 0.56% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 20,213 | $994.9K | 0.17% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 20,219 | $995.2K | 0.03% | −3,672−15.4% | Reduced |
| Western Wealth Management, LLC | 20,226 | $995.5K | 0.07% | −362−1.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 20,270 | $997.7K | 0.24% | +20,270 | New |
| CX Institutional | 20,280 | $998.2K | 0.05% | +217+1.1% | Added |
| XML Financial, LLC | 20,288 | $998.6K | 0.11% | +1,210+6.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 20,289 | $998.6K | 0.44% | +2,174+12.0% | Added |
| ZWJ Investment Counsel Inc | 20,299 | $999.1K | 0.05% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 20,320 | $1.00M | 0.26% | −10.0% | Reduced |
| Main Street Research LLC | 20,358 | $1.00M | 0.08% | +780+4.0% | Added |
| Citizens Financial Group Inc | 20,380 | $1.00M | 0.03% | +7,673+60.4% | Added |
| Personal Cfo Solutions, LLC | 20,388 | $1.00M | 0.17% | +3,658+21.9% | Added |
| Telos Capital Management, Inc. | 20,391 | $1.00M | 0.12% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 20,418 | $1.00M | 0.09% | −612−2.9% | Reduced |
| London & Capital Asset Management Ltd | 20,467 | $1.01M | 0.08% | 00.0% | Unchanged |
| Apella Capital, LLC | 20,448 | $1.01M | 0.06% | +4,484+28.1% | Added |
| Excalibur Management Corp | 20,491 | $1.01M | 0.47% | −972−4.5% | Reduced |
| Lindbrook Capital, LLC | 20,503 | $1.01M | 0.10% | +592+3.0% | Added |
| HBK Sorce Advisory LLC | 20,541 | $1.01M | 0.04% | −1,757−7.9% | Reduced |
| Winthrop Capital Management, LLC | 20,742 | $1.02M | 0.33% | +20,742 | New |
| Fisher Asset Management, LLC | 20,900 | $1.03M | 0.00% | −3,264−13.5% | Reduced |
| Salem Investment Counselors Inc | 20,912 | $1.03M | 0.04% | −324−1.5% | Reduced |
| Kennedy Investment Group | 20,916 | $1.03M | 0.58% | −304−1.4% | Reduced |
| Atom Investors LP | 20,925 | $1.03M | 0.18% | −48,100−69.7% | Reduced |
| GAMMA Investing LLC | 20,525 | $1.03M | 0.28% | +20,525 | New |
| Skopos Labs, Inc. | 20,949 | $1.03M | 0.49% | +20,949 | New |
| Ronald Blue Trust, Inc. | 25,304 | $1.03M | 0.02% | +1,574+6.6% | Added |
| American State Bank (Iowa) | 20,997 | $1.03M | 0.66% | +598+2.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 21,037 | $1.04M | 0.02% | −6,751−24.3% | Reduced |
| VELA Investment Management, LLC | 21,082 | $1.04M | 0.42% | +1,994+10.4% | Added |
| Seneca Financial Advisors LLC | 21,273 | $1.05M | 0.61% | 00.0% | Unchanged |
| Courier Capital LLC | 21,289 | $1.05M | 0.08% | +20.0% | Added |
| Sepio Capital, LP | 21,372 | $1.05M | 0.09% | +169+0.8% | Added |
| Massmutual Trust Co FSB | 21,490 | $1.06M | 0.04% | −1,297−5.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 21,508 | $1.06M | 0.13% | +40.0% | Added |
| Investors Asset Management of Georgia Inc | 21,699 | $1.06M | 0.54% | −527−2.4% | Reduced |
| RNC Capital Management LLC | 21,655 | $1.07M | 0.06% | −43−0.2% | Reduced |
| Pacific Center for Financial Services | 21,821 | $1.07M | 0.34% | −11−0.1% | Reduced |
| Affinity Investment Advisors, LLC | 21,851 | $1.08M | 0.73% | −1,729−7.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 21,859 | $1.08M | 0.10% | −461−2.1% | Reduced |
| Prudent Man Advisors, LLC | 21,861 | $1.08M | 0.40% | −1,374−5.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 21,902 | $1.08M | 0.04% | −761−3.4% | Reduced |
| Ruffer LLP | 22,000 | $1.08M | 0.04% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 22,094 | $1.09M | 0.05% | −1,468−6.2% | Reduced |
| Sawyer & Company, Inc | 22,110 | $1.09M | 0.48% | −1,796−7.5% | Reduced |
| Private Management Group Inc | 22,160 | $1.09M | 0.04% | +500+2.3% | Added |
| Penserra Capital Management LLC | 22,213 | $1.09M | 0.02% | −3,599−13.9% | Reduced |
| HAP Trading, LLC | 22,219 | $1.09M | 0.32% | +22,219 | New |
| Cetera Trust Company, N.A | 22,278 | $1.10M | 0.68% | +22,278 | New |
| Westmount Partners, LLC | 22,363 | $1.10M | 0.45% | −509−2.2% | Reduced |
| Private Trust Co NA | 22,418 | $1.10M | 0.13% | +1,281+6.1% | Added |
| Rossmore Private Capital | 22,474 | $1.11M | 0.16% | 00.0% | Unchanged |
| Narwhal Capital Management | 22,514 | $1.11M | 0.12% | −8,652−27.8% | Reduced |
| Pflug Koory, LLC | 22,554 | $1.11M | 0.59% | −100−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 22,575 | $1.11M | 0.02% | −720−3.1% | Reduced |
| Soltis Investment Advisors LLC | 22,596 | $1.11M | 0.13% | −94,804−80.8% | Reduced |
| Great Valley Advisor Group, Inc. | 22,615 | $1.11M | 0.04% | +4,053+21.8% | Added |
| Congress Wealth Management LLC | 22,716 | $1.12M | 0.02% | −100.0% | Reduced |
| Great Lakes Retirement, Inc. | 22,775 | $1.12M | 0.18% | +20+0.1% | Added |
| Louisbourg Investments Inc. | 29,322 | $1.12M | 0.34% | +29,322 | New |
| Independent Financial Group, LLC | 22,797 | $1.12M | 0.06% | +1,979+9.5% | Added |
| Fulton Bank, N.A. | 22,798 | $1.12M | 0.05% | −1,970−8.0% | Reduced |
| Lazari Capital Management, Inc. | 22,804 | $1.12M | 0.64% | +202+0.9% | Added |
| Vista Wealth Management Group, LLC | 22,853 | $1.12M | 0.10% | −14,297−38.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 23,005 | $1.13M | 0.30% | −208−0.9% | Reduced |
| Wunderlich Capital Managemnt | 23,014 | $1.13M | 0.51% | +1,379+6.4% | Added |
| Aspire Private Capital, LLC | 23,039 | $1.13M | 0.34% | +678+3.0% | Added |
| Martin & Co Inc | 23,090 | $1.14M | 0.28% | −1,063−4.4% | Reduced |
| Washington Trust Co | 23,129 | $1.14M | 0.05% | +399+1.8% | Added |
| Laurel Wealth Advisors LLC | 23,304 | $1.15M | 0.22% | +1,803+8.4% | Added |
| First City Capital Management, Inc. | 23,364 | $1.15M | 0.67% | +785+3.5% | Added |
| Argus Investors' Counsel, Inc. | 23,378 | $1.15M | 0.74% | +20+0.1% | Added |
| GFG Capital, LLC | 23,437 | $1.15M | 0.31% | +68+0.3% | Added |
| Sunbelt Securities, Inc. | 23,458 | $1.15M | 0.15% | +578+2.5% | Added |
| Cercano Management LLC | 23,474 | $1.16M | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 23,486 | $1.16M | 0.01% | −4,931−17.4% | Reduced |
| Degroof Petercam Asset Management | 23,500 | $1.16M | 0.02% | +23,500 | New |
| Traverso Chambers Private Wealth Management, LLC | 23,504 | $1.16M | 0.28% | +30.0% | Added |
| Leavell Investment Management, Inc. | 23,589 | $1.16M | 0.07% | −4,120−14.9% | Reduced |
| Fidelis Capital Partners, LLC | 23,599 | $1.16M | 0.26% | −4,986−17.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 23,674 | $1.17M | 0.10% | +60.0% | Added |
| First Horizon Advisors, Inc. | 23,727 | $1.17M | 0.04% | −917−3.7% | Reduced |
| Drive Wealth Management, LLC | 23,779 | $1.17M | 0.38% | −593−2.4% | Reduced |