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 |
|---|---|---|---|---|---|
| Davidson Trust Co | 23,785 | $1.17M | 0.76% | +772+3.4% | Added |
| Insight Advisors, LLC | 23,847 | $1.17M | 0.25% | +45+0.2% | Added |
| Murphy Pohlad Asset Management LLC | 23,870 | $1.17M | 0.49% | −400−1.6% | Reduced |
| Modera Wealth Management, LLC | 23,881 | $1.18M | 0.02% | −465−1.9% | Reduced |
| GHP Investment Advisors, Inc. | 23,917 | $1.18M | 0.06% | +388+1.6% | Added |
| First Bank & Trust | 23,962 | $1.18M | 0.28% | −29−0.1% | Reduced |
| NBC Securities, Inc. | 24,044 | $1.18M | 0.12% | −850−3.4% | Reduced |
| Ironwood Investment Counsel, LLC | 24,052 | $1.18M | 0.22% | −1,287−5.1% | Reduced |
| Pinnacle Bancorp, Inc. | 24,140 | $1.19M | 0.39% | −36,129−59.9% | Reduced |
| Buffington Mohr McNeal | 24,283 | $1.20M | 0.24% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 24,304 | $1.20M | 0.02% | −267−1.1% | Reduced |
| Cadinha & Co LLC | 24,572 | $1.21M | 0.19% | −124−0.5% | Reduced |
| Citadel Investment Advisory, Inc. | 24,686 | $1.22M | 0.75% | −871−3.4% | Reduced |
| Bartlett & Co. LLC | 24,556 | $1.22M | 0.02% | +3,311+15.6% | Added |
| Bartlett & Co. Wealth Management LLC | 24,556 | $1.22M | 0.02% | +3,311+15.6% | Added |
| Tealwood Asset Management Inc | 24,730 | $1.22M | 0.58% | +340+1.4% | Added |
| First Financial Bank - Trust Division | 24,892 | $1.23M | 0.12% | −194−0.8% | Reduced |
| Clarius Group, LLC | 24,899 | $1.23M | 0.10% | −119−0.5% | Reduced |
| PCJ Investment Counsel Ltd. | 25,000 | $1.23M | 0.47% | −25,450−50.4% | Reduced |
| OneAscent Financial Services LLC | 25,046 | $1.23M | 0.15% | +12,269+96.0% | Added |
| AIA Group Ltd | 25,200 | $1.24M | 0.05% | −9,575−27.5% | Reduced |
| Thomasville National Bank | 25,294 | $1.24M | 0.11% | −401−1.6% | Reduced |
| Gryphon Financial Partners LLC | 26,467 | $1.25M | 0.22% | +12,778+93.3% | Added |
| Islay Capital Management, LLC | 25,415 | $1.25M | 0.98% | +22,915+916.6% | Added |
| Valley National Advisers Inc | 25,480 | $1.25M | 0.20% | +1,037+4.2% | Added |
| Whittier Trust Co of Nevada Inc | 25,482 | $1.25M | 0.04% | −3,970−13.5% | Reduced |
| Paloma Partners Management Co | 25,503 | $1.26M | 0.21% | +25,503 | New |
| Strategic Planning Group, LLC | 25,544 | $1.26M | 0.42% | +25,544 | New |
| Trust Co of Toledo NA | 25,585 | $1.26M | 0.22% | +30+0.1% | Added |
| Holderness Investments Co | 25,608 | $1.26M | 0.35% | +13+0.1% | Added |
| TRUE Private Wealth Advisors | 25,707 | $1.27M | 0.16% | −30−0.1% | Reduced |
| LJI Wealth Management, LLC | 25,720 | $1.27M | 0.33% | −109−0.4% | Reduced |
| Wrapmanager Inc | 25,748 | $1.27M | 0.37% | −148−0.6% | Reduced |
| Sterling Investment Management, Inc. | 25,819 | $1.27M | 0.93% | −550−2.1% | Reduced |
| Coastal Investment Advisors, Inc. | 25,855 | $1.27M | 0.29% | −502−1.9% | Reduced |
| Chicago Partners Investment Group LLC | 25,770 | $1.28M | 0.06% | −485−1.8% | Reduced |
| IPG Investment Advisors LLC | 25,968 | $1.28M | 0.26% | +13,209+103.5% | Added |
| Shell Asset Management Co | 26,096 | $1.28M | 0.06% | −37,606−59.0% | Reduced |
| Citizens National Bank Trust Department | 26,245 | $1.29M | 0.33% | −1,270−4.6% | Reduced |
| Norden Group LLC | 26,343 | $1.30M | 0.23% | −4,134−13.6% | Reduced |
| Aspiriant, LLC | 26,347 | $1.30M | 0.06% | −809−3.0% | Reduced |
| Rothschild Investment LLC | 26,405 | $1.30M | 0.11% | +26,405 | New |
| Argent Advisors, Inc. | 26,414 | $1.30M | 0.57% | +169+0.6% | Added |
| Wright Investors Service Inc | 26,459 | $1.30M | 0.37% | −174−0.7% | Reduced |
| Neville Rodie & Shaw Inc | 26,553 | $1.31M | 0.11% | 00.0% | Unchanged |
| Alps Advisors Inc | 26,682 | $1.31M | 0.01% | +2,939+12.4% | Added |
| AlphaStar Capital Management, LLC | 26,691 | $1.31M | 0.12% | +4,857+22.2% | Added |
| Fiduciary Group LLC | 26,734 | $1.32M | 0.15% | −1,085−3.9% | Reduced |
| Trinity Financial Advisors LLC | 26,770 | $1.32M | 0.64% | −5,710−17.6% | Reduced |
| Marex Group plc | 26,830 | $1.32M | 0.05% | +26,830 | New |
| Benjamin F. Edwards & Company, Inc. | 26,861 | $1.32M | 0.03% | −11,631−30.2% | Reduced |
| Harbour Investments, Inc. | 26,893 | $1.32M | 0.05% | +3,096+13.0% | Added |
| Mountain Pacific Investment Advisers Inc | 26,943 | $1.33M | 0.08% | −1,200−4.3% | Reduced |
| Northside Capital Management, LLC | 27,127 | $1.34M | 0.42% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 27,132 | $1.34M | 0.06% | −1,798−6.2% | Reduced |
| David Loasby | 26,982 | $1.35M | 0.14% | −72,658−72.9% | Reduced |
| Eos Management, L.P. | 27,500 | $1.35M | 0.60% | 00.0% | Unchanged |
| Marco Investment Management LLC | 27,701 | $1.36M | 0.14% | −732−2.6% | Reduced |
| Jeppson Wealth Management, LLC | 27,717 | $1.36M | 0.56% | −347−1.2% | Reduced |
| Pacifica Partners Inc. | 30,718 | $1.37M | 0.67% | +19,010+162.4% | Added |
| Chemistry Wealth Management LLC | 27,824 | $1.37M | 0.41% | −285−1.0% | Reduced |
| National Philanthropic Trust | 27,926 | $1.37M | 0.04% | +27,926 | New |
| Everett Harris & Co | 27,939 | $1.38M | 0.02% | −1,078−3.7% | Reduced |
| N.E.W. Advisory Services LLC | 28,075 | $1.38M | 0.17% | +135+0.5% | Added |
| Integrated Advisors Network LLC | 28,171 | $1.39M | 0.08% | +1,637+6.2% | Added |
| Beese Fulmer Investment Management, Inc. | 28,217 | $1.39M | 0.14% | −8,720−23.6% | Reduced |
| Hoylecohen, LLC | 28,469 | $1.40M | 0.11% | +1,569+5.8% | Added |
| DeepCurrents Investment Group LLC | 28,491 | $1.40M | 0.05% | −31,922−52.8% | Reduced |
| Ancora Advisors, LLC | 28,746 | $1.41M | 0.03% | −7,305−20.3% | Reduced |
| Evergreen Capital Management LLC | 28,798 | $1.42M | 0.06% | +5,863+25.6% | Added |
| Walter & Keenan Financial Consulting Co | 28,823 | $1.42M | 0.51% | −2,954−9.3% | Reduced |
| Tradition Wealth Management, LLC | 28,929 | $1.42M | 0.15% | −2,063−6.7% | Reduced |
| Sigma Planning Corp | 29,133 | $1.43M | 0.11% | −39,167−57.3% | Reduced |
| Resources Management Corp | 29,175 | $1.44M | 0.21% | −825−2.8% | Reduced |
| Ostrum Asset Management | 29,180 | $1.44M | 0.12% | +4,160+16.6% | Added |
| Shelton Wealth Management, LLC | 29,544 | $1.45M | 1.03% | +29+0.1% | Added |
| Sterneck Capital Management, LLC | 29,593 | $1.46M | 0.93% | −625−2.1% | Reduced |
| Rehmann Capital Advisory Group | 29,597 | $1.46M | 0.12% | +418+1.4% | Added |
| Meridian Investment Counsel Inc. | 29,633 | $1.46M | 0.50% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 29,785 | $1.47M | 0.29% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 29,934 | $1.47M | 0.04% | −7,072−19.1% | Reduced |
| Diversified Trust Co | 29,997 | $1.48M | 0.05% | +1,066+3.7% | Added |
| Stieven Capital Advisors, L.P. | 30,000 | $1.48M | 0.32% | +30,000 | New |
| Nicholas Hoffman & Company, LLC. | 30,004 | $1.48M | 0.09% | −1,619−5.1% | Reduced |
| Scott & Selber, Inc. | 29,999 | $1.48M | 0.55% | −333−1.1% | Reduced |
| NVWM, LLC | 30,018 | $1.48M | 0.44% | −196−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 30,407 | $1.48M | 0.04% | −24,421−44.5% | Reduced |
| Chiron Capital Management, LLC | 30,125 | $1.48M | 1.29% | −9,191−23.4% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $1.50M | 0.10% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 30,248 | $1.50M | 0.18% | +3,785+14.3% | Added |
| Quest Partners LLC | 30,497 | $1.50M | 0.32% | +30,497 | New |
| Jarislowsky, Fraser Ltd | 30,630 | $1.51M | 0.01% | −2,051−6.3% | Reduced |
| Founders Financial Securities LLC | 30,723 | $1.51M | 0.17% | −215−0.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 30,911 | $1.52M | 0.03% | −99−0.3% | Reduced |
| Vista Investment Management | 30,933 | $1.52M | 0.71% | −68−0.2% | Reduced |
| Schechter Investment Advisors, LLC | 30,980 | $1.52M | 0.13% | −627−2.0% | Reduced |
| Massachusetts Wealth Management | 31,027 | $1.53M | 1.23% | −1,083−3.4% | Reduced |
| Centiva Capital, LP | 31,105 | $1.53M | 0.10% | −80,572−72.1% | Reduced |
| Mystic Asset Management, Inc. | 31,147 | $1.53M | 0.73% | −407−1.3% | Reduced |
| Grimes & Company, Inc. | 31,150 | $1.53M | 0.05% | +3,072+10.9% | Added |