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 |
|---|---|---|---|---|---|
| Conning Inc. | 31,211 | $1.54M | 0.05% | −85−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 31,290 | $1.54M | 0.09% | +349+1.1% | Added |
| Greenwood Capital Associates LLC | 31,455 | $1.55M | 0.20% | +84+0.3% | Added |
| Granite Investment Partners, LLC | 31,587 | $1.55M | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 31,799 | $1.57M | 0.04% | −215−0.7% | Reduced |
| Silvant Capital Management LLC | 31,820 | $1.57M | 0.08% | −4,482−12.3% | Reduced |
| Smith Shellnut Wilson LLC | 31,856 | $1.57M | 0.90% | 00.0% | Unchanged |
| Vident Advisory, LLC | 31,876 | $1.57M | 0.04% | +2,219+7.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 31,920 | $1.57M | 0.85% | −621−1.9% | Reduced |
| Wesbanco Bank Inc | 32,005 | $1.58M | 0.09% | −10,871−25.4% | Reduced |
| Carlson Capital Management | 32,037 | $1.58M | 0.08% | −1,396−4.2% | Reduced |
| AF Advisors, Inc. | 32,040 | $1.58M | 0.37% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 32,090 | $1.58M | 0.07% | +32,090 | New |
| Duff & Phelps Investment Management Co | 32,096 | $1.58M | 0.02% | 00.0% | Unchanged |
| Applied Capital LLC | 32,102 | $1.58M | 1.45% | −294−0.9% | Reduced |
| Joel Isaacson & Co., LLC | 32,182 | $1.58M | 0.10% | +4,164+14.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.58M | 0.55% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 31,824 | $1.59M | 0.20% | +2,050+6.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 32,353 | $1.59M | 0.31% | −573−1.7% | Reduced |
| Cullinan Associates Inc | 32,445 | $1.60M | 0.09% | +16,000+97.3% | Added |
| Northwest Capital Management Inc | 32,597 | $1.60M | 0.54% | −541−1.6% | Reduced |
| Ethic Inc. | 32,607 | $1.60M | 0.05% | +11,486+54.4% | Added |
| Fox Run Management, L.L.C. | 32,626 | $1.61M | 0.41% | +32,626 | New |
| SYSTM Wealth Solutions LLC | 32,651 | $1.61M | 0.22% | −1,617−4.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 33,145 | $1.63M | 0.26% | −71−0.2% | Reduced |
| Continuum Advisory, LLC | 33,370 | $1.64M | 0.23% | +516+1.6% | Added |
| Fiduciary Family Office, LLC | 33,398 | $1.64M | 0.72% | +33,398 | New |
| Bennett Selby Investments LP | 33,851 | $1.67M | 0.85% | −309−0.9% | Reduced |
| Ballentine Partners, LLC | 33,950 | $1.67M | 0.03% | +12,665+59.5% | Added |
| Cove Street Capital, LLC | 34,000 | $1.67M | 0.51% | −1,500−4.2% | Reduced |
| Lummis Asset Management, LP | 34,009 | $1.67M | 1.28% | +34,009 | New |
| Equitable Holdings, Inc. | 34,034 | $1.68M | 0.02% | −8,469−19.9% | Reduced |
| Miller Investment Management, LP | 34,082 | $1.68M | 0.24% | −4,100−10.7% | Reduced |
| HF Advisory Group, LLC | 34,093 | $1.68M | 1.07% | +1,417+4.3% | Added |
| Country Club Bank | 34,026 | $1.68M | 0.13% | −297−0.9% | Reduced |
| Carret Asset Management, LLC | 34,272 | $1.69M | 0.21% | −33−0.1% | Reduced |
| American Money Management, LLC | 34,626 | $1.70M | 0.38% | −1,215−3.4% | Reduced |
| Auxier Asset Management | 34,702 | $1.71M | 0.28% | −2,775−7.4% | Reduced |
| Alpha Cubed Investments, LLC | 34,742 | $1.71M | 0.10% | −3,900−10.1% | Reduced |
| Moody National Bank Trust Division | 34,819 | $1.71M | 0.13% | −39,102−52.9% | Reduced |
| Peak Asset Management, LLC | 34,879 | $1.72M | 0.38% | −430−1.2% | Reduced |
| Providence Wealth Advisors, LLC | 16,981 | $1.73M | 2.05% | +2,957+21.1% | Added |
| Marotta Asset Management | 35,181 | $1.73M | 0.37% | 00.0% | Unchanged |
| We Are One Seven, LLC | 35,427 | $1.74M | 0.10% | +1,562+4.6% | Added |
| Brevan Howard Capital Management LP | 35,435 | $1.74M | 0.18% | +35,435 | New |
| Brighton Jones LLC | 35,672 | $1.76M | 0.07% | +1,863+5.5% | Added |
| Venture Visionary Partners LLC | 35,691 | $1.76M | 0.09% | +3,970+12.5% | Added |
| Avestar Capital, LLC | 36,159 | $1.78M | 0.22% | +1,362+3.9% | Added |
| Keystone Wealth Services, LLC | 36,185 | $1.78M | 0.61% | +2,131+6.3% | Added |
| One Capital Management, LLC | 36,268 | $1.79M | 0.07% | +228+0.6% | Added |
| Retirement Planning Co of New England, Inc. | 36,722 | $1.81M | 0.81% | +618+1.7% | Added |
| Azimuth Capital Investment Management LLC | 36,758 | $1.81M | 0.08% | +197+0.5% | Added |
| Warren Averett Asset Management, LLC | 36,776 | $1.81M | 0.07% | +20,705+128.8% | Added |
| Stonegate Investment Group, LLC | 37,014 | $1.82M | 0.06% | −1,753−4.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,084 | $1.83M | 0.33% | +440+1.2% | Added |
| DFPG Investments, LLC | 37,658 | $1.83M | 0.14% | −2,322−5.8% | Reduced |
| Delap Wealth Advisory, LLC | 37,414 | $1.84M | 0.83% | +19,064+103.9% | Added |
| Banque Cantonale Vaudoise | 37,451 | $1.84M | 0.08% | −42,393−53.1% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $1.85M | 0.10% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 37,552 | $1.85M | 0.57% | −648−1.7% | Reduced |
| Quantitative Investment Management, LLC | 37,727 | $1.86M | 0.11% | +37,727 | New |
| Crestwood Advisors Group LLC | 37,756 | $1.86M | 0.04% | −3,036−7.4% | Reduced |
| Hyman Charles D | 37,900 | $1.86M | 0.11% | −1,949−4.9% | Reduced |
| Evercore Wealth Management, LLC | 37,976 | $1.87M | 0.03% | −246−0.6% | Reduced |
| Advisors Asset Management, Inc. | 38,297 | $1.88M | 0.04% | +4,165+12.2% | Added |
| Johnson Financial Group, Inc. | 38,342 | $1.89M | 0.10% | +4,920+14.7% | Added |
| CAPROCK Group, Inc. | 38,451 | $1.89M | 0.12% | +535+1.4% | Added |
| Heartland Advisors Inc | 38,625 | $1.90M | 0.10% | −2,657−6.4% | Reduced |
| Cunning Capital Partners, LP | 38,675 | $1.90M | 1.19% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 38,831 | $1.91M | 1.24% | −3,176−7.6% | Reduced |
| First National Advisers, LLC | 38,832 | $1.91M | 0.55% | +14,289+58.2% | Added |
| Cigna Investments Inc | 39,081 | $1.92M | 0.40% | −259−0.7% | Reduced |
| Foster Group, Inc. | 47,146 | $1.93M | 0.12% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 39,289 | $1.93M | 0.51% | +4,466+12.8% | Added |
| Pallas Capital Advisors LLC | 39,502 | $1.94M | 0.10% | +39,502 | New |
| U.S. Capital Wealth Advisors, LLC | 39,802 | $1.96M | 0.08% | −17,842−31.0% | Reduced |
| Hedges Asset Management LLC | 40,100 | $1.97M | 1.54% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 40,354 | $1.99M | 0.10% | −14,950−27.0% | Reduced |
| Oppenheimer & Co Inc | 40,366 | $1.99M | 0.04% | −1,658−3.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,404 | $1.99M | 0.61% | −7,447−15.6% | Reduced |
| Capital International Sarl | 40,688 | $2.00M | 0.08% | −1,666−3.9% | Reduced |
| Marks Group Wealth Management, Inc | 40,752 | $2.01M | 0.23% | −4,147−9.2% | Reduced |
| Wealthspire Advisors, LLC | 40,810 | $2.01M | 0.03% | +25,448+165.7% | Added |
| Cohen Investment Advisors LLC | 40,880 | $2.01M | 1.48% | −2,571−5.9% | Reduced |
| Shayne & Co., LLC | 40,977 | $2.02M | 0.63% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 41,084 | $2.02M | 0.45% | −27,445−40.0% | Reduced |
| 3Chopt Investment Partners, LLC | 41,209 | $2.03M | 0.75% | +3,119+8.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 41,250 | $2.03M | 0.38% | +4,038+10.9% | Added |
| Thoroughbred Financial Services, LLC | 41,265 | $2.03M | 0.16% | +3,623+9.6% | Added |
| Quadrant Capital Group LLC | 41,268 | $2.03M | 0.17% | +15,742+61.7% | Added |
| HM Payson & Co | 41,282 | $2.03M | 0.04% | −1,558−3.6% | Reduced |
| Insigneo Advisory Services, LLC | 41,564 | $2.05M | 0.29% | +12,678+43.9% | Added |
| Convergence Investment Partners, LLC | 41,628 | $2.05M | 1.07% | +26,891+182.5% | Added |
| Round Hill Asset Management | 41,777 | $2.06M | 1.29% | −185−0.4% | Reduced |
| Premier Path Wealth Partners, LLC | 41,963 | $2.06M | 0.46% | +41,963 | New |
| Meridian Wealth Partners, LLC | 41,935 | $2.06M | 0.39% | +540+1.3% | Added |
| Wynn Capital, LLC | 41,989 | $2.07M | 1.69% | +41,989 | New |
| United Asset Strategies, Inc. | 42,172 | $2.08M | 0.23% | −1,509−3.5% | Reduced |
| Haverford Trust Co | 42,194 | $2.08M | 0.02% | +406+1.0% | Added |
| Franklin Street Advisors Inc | 42,383 | $2.09M | 0.17% | 00.0% | Unchanged |