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 |
|---|---|---|---|---|---|
| Gs Investments, Inc. | 42,400 | $2.09M | 1.09% | 00.0% | Unchanged |
| Bank of Stockton | 43,741 | $2.10M | 0.70% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 42,975 | $2.12M | 0.13% | +7,898+22.5% | Added |
| Pictet Bank & Trust Ltd | 43,164 | $2.12M | 2.15% | −9,176−17.5% | Reduced |
| NBT Bank N A | 43,303 | $2.13M | 0.17% | +1,401+3.3% | Added |
| Naviter Wealth, LLC | 43,394 | $2.14M | 0.43% | +6,262+16.9% | Added |
| Meeder Advisory Services, Inc. | 43,491 | $2.14M | 0.25% | +1,948+4.7% | Added |
| Xcel Wealth Management, LLC | 43,810 | $2.16M | 0.76% | −1,300−2.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 43,900 | $2.16M | 0.21% | −12,130−21.6% | Reduced |
| Lincoln National Corp | 44,166 | $2.17M | 0.04% | +380+0.9% | Added |
| Dynamic Advisor Solutions LLC | 43,606 | $2.18M | 0.08% | −36−0.1% | Reduced |
| Centaurus Financial, Inc. | 44,299 | $2.18M | 0.17% | −642−1.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $2.18M | 0.02% | −8,085−15.4% | Reduced |
| White Pine Capital LLC | 44,427 | $2.19M | 0.84% | −3,097−6.5% | Reduced |
| Burney Co | 44,678 | $2.20M | 0.09% | −53,580−54.5% | Reduced |
| Merit Financial Group, LLC | 44,844 | $2.21M | 0.07% | −28,397−38.8% | Reduced |
| IFP Advisors, Inc | 45,045 | $2.22M | 0.10% | +5,117+12.8% | Added |
| KCM Investment Advisors LLC | 45,082 | $2.22M | 0.09% | −2,813−5.9% | Reduced |
| Kuhn & Co Investment Counsel | 45,101 | $2.22M | 2.27% | +45,101 | New |
| Ritholtz Wealth Management | 45,135 | $2.22M | 0.09% | +1,426+3.3% | Added |
| Choate Investment Advisors | 45,136 | $2.22M | 0.07% | +798+1.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 45,080 | $2.23M | 1.01% | −1,135−2.5% | Reduced |
| Fiduciary Trust Co | 45,366 | $2.23M | 0.04% | −2,597−5.4% | Reduced |
| FineMark National Bank & Trust | 45,431 | $2.24M | 0.09% | +32,942+263.8% | Added |
| SeaTown Holdings Pte. Ltd. | 45,500 | $2.24M | 0.31% | −755,000−94.3% | Reduced |
| Mission Wealth Management, LP | 45,503 | $2.24M | 0.07% | +1,963+4.5% | Added |
| Snowden Capital Advisors LLC | 45,576 | $2.24M | 0.09% | −13,332−22.6% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 45,680 | $2.25M | 2.09% | +45,680 | New |
| Union Heritage Capital, LLC | 45,970 | $2.26M | 1.17% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 48,370 | $2.26M | 0.09% | +3,755+8.4% | Added |
| Easterly Investment Partners LLC | 46,224 | $2.28M | 0.24% | −309−0.7% | Reduced |
| HTLF Bank | 46,272 | $2.28M | 0.27% | +46,272 | New |
| Pavion Blue Capital, LLC | 46,507 | $2.29M | 1.26% | −656−1.4% | Reduced |
| Pitcairn Co | 46,658 | $2.30M | 0.17% | +7,677+19.7% | Added |
| YHB Investment Advisors, Inc. | 47,032 | $2.31M | 0.22% | −108,421−69.7% | Reduced |
| Koss-Olinger Consulting, LLC | 47,048 | $2.32M | 0.23% | +23,175+97.1% | Added |
| Coppell Advisory Solutions LLC | 47,235 | $2.32M | 0.47% | +17,558+59.2% | Added |
| Pring Turner Capital Group Inc | 47,238 | $2.33M | 1.78% | −750−1.6% | Reduced |
| Trust Asset Management LLC | 47,346 | $2.33M | 0.23% | 00.0% | Unchanged |
| Somerset Group LLC | 47,629 | $2.34M | 1.97% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 47,709 | $2.35M | 0.05% | +22,200+87.0% | Added |
| Stableford Capital II LLC | 48,026 | $2.36M | 1.01% | +561+1.2% | Added |
| Argyle Capital Management Inc. | 48,043 | $2.36M | 0.98% | −10,000−17.2% | Reduced |
| Peoples Bank | 48,104 | $2.37M | 1.90% | −1,585−3.2% | Reduced |
| Mount Lucas Management LP | 48,512 | $2.39M | 0.84% | +48,512 | New |
| Global Frontier Investments LLC | 48,661 | $2.40M | 0.82% | 00.0% | Unchanged |
| Signaturefd, LLC | 48,810 | $2.40M | 0.06% | +5,950+13.9% | Added |
| Transcend Wealth Collective, LLC | 48,862 | $2.40M | 0.21% | −2,738−5.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 49,060 | $2.41M | 0.15% | +1,353+2.8% | Added |
| Jackson Hole Capital Partners, LLC | 49,096 | $2.42M | 0.62% | +15,413+45.8% | Added |
| Lakeview Capital Partners, LLC | 49,363 | $2.43M | 0.43% | +1,333+2.8% | Added |
| Clearstead Advisors, LLC | 49,366 | $2.43M | 0.13% | −857−1.7% | Reduced |
| Sumitomo Life Insurance Co | 49,606 | $2.44M | 0.08% | −2,575−4.9% | Reduced |
| RSM US Wealth Management LLC | 49,733 | $2.45M | 0.07% | +5,527+12.5% | Added |
| Iat Reinsurance Co Ltd. | 50,000 | $2.46M | 0.46% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,010 | $2.46M | 0.15% | −488−1.0% | Reduced |
| Waterloo Capital, L.P. | 50,228 | $2.47M | 0.40% | +50,228 | New |
| Forum Financial Management, LP | 50,579 | $2.49M | 0.05% | −529−1.0% | Reduced |
| Associated Banc-Corp | 50,607 | $2.49M | 0.09% | +3,419+7.2% | Added |
| Trust Point Inc. | 50,765 | $2.50M | 0.21% | +50,765 | New |
| Brown Brothers Harriman & Co | 51,055 | $2.51M | 0.02% | −3,210−5.9% | Reduced |
| London Co of Virginia | 51,245 | $2.52M | 0.01% | −4,337−7.8% | Reduced |
| Checchi Capital Advisers, LLC | 51,252 | $2.52M | 0.20% | +885+1.8% | Added |
| Aft, Forsyth & Sober, LLC | 51,500 | $2.54M | 0.98% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 51,539 | $2.54M | 0.24% | +11,375+28.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,998 | $2.56M | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 52,002 | $2.56M | 0.42% | +9,444+22.2% | Added |
| Summit Trail Advisors, LLC | 52,041 | $2.56M | 0.08% | +714+1.4% | Added |
| NorthRock Partners, LLC | 52,067 | $2.56M | 0.11% | +20,867+66.9% | Added |
| Clear Harbor Asset Management, LLC | 52,268 | $2.57M | 0.25% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 52,402 | $2.58M | 0.68% | −1,300−2.4% | Reduced |
| D L Carlson Investment Group Inc | 49,864 | $2.59M | 0.53% | +49,864 | New |
| Kingswood Wealth Advisors, LLC | 53,331 | $2.62M | 0.30% | −4,422−7.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 53,363 | $2.63M | 0.04% | +293+0.6% | Added |
| InterOcean Capital Group, LLC | 53,548 | $2.64M | 0.07% | −10,643−16.6% | Reduced |
| SOL Capital Management CO | 53,643 | $2.64M | 0.36% | −1,600−2.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 53,730 | $2.64M | 0.03% | +10,509+24.3% | Added |
| Meitav Dash Investments Ltd | 53,651 | $2.65M | 0.04% | −1,941−3.5% | Reduced |
| Central Trust Co | 53,859 | $2.65M | 0.07% | −30.0% | Reduced |
| Wetherby Asset Management Inc | 54,222 | $2.67M | 0.14% | −2,862−5.0% | Reduced |
| Vise Technologies, Inc. | 54,331 | $2.67M | 0.58% | +17,258+46.6% | Added |
| Capital Investment Counsel, Inc | 54,456 | $2.68M | 0.47% | −1,227−2.2% | Reduced |
| Selway Asset Management | 54,600 | $2.69M | 1.13% | 00.0% | Unchanged |
| Legato Capital Management LLC | 54,661 | $2.69M | 0.35% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 54,732 | $2.69M | 0.68% | −2,745−4.8% | Reduced |
| Alaska Permanent Fund Corp | 54,733 | $2.69M | 0.04% | −567−1.0% | Reduced |
| National Asset Management, Inc. | 54,873 | $2.70M | 0.07% | −12,473−18.5% | Reduced |
| WCG Wealth Advisors LLC | 55,070 | $2.71M | 0.20% | +1,766+3.3% | Added |
| Quad-Cities Investment Group, LLC | 54,383 | $2.71M | 1.68% | +12,893+31.1% | Added |
| Resources Investment Advisors, LLC. | 55,377 | $2.73M | 0.05% | +5,929+12.0% | Added |
| Goelzer Investment Management, Inc. | 55,623 | $2.74M | 0.18% | −1,538−2.7% | Reduced |
| Empower Advisory Group, LLC | 55,635 | $2.74M | 0.01% | +23,209+71.6% | Added |
| Signet Financial Management, LLC | 55,838 | $2.75M | 0.41% | −150.0% | Reduced |
| Valeo Financial Advisors, LLC | 55,865 | $2.75M | 0.11% | −10,051−15.2% | Reduced |
| Stonebridge Capital Advisors LLC | 55,926 | $2.75M | 0.28% | −56−0.1% | Reduced |
| Van Leeuwen & Company, LLC | 56,225 | $2.77M | 1.61% | −27,697−33.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 56,442 | $2.78M | 0.46% | −5,425−8.8% | Reduced |
| Capital Investment Advisors, LLC | 56,564 | $2.78M | 0.07% | −397−0.7% | Reduced |
| Parcion Private Wealth LLC | 56,583 | $2.79M | 0.25% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 56,626 | $2.79M | 0.17% | −8,033−12.4% | Reduced |