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 |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 56,867 | $2.80M | 0.85% | −1,491−2.6% | Reduced |
| Mitchell Sinkler & Starr | 56,875 | $2.80M | 0.51% | +1,750+3.2% | Added |
| Profund Advisors LLC | 57,111 | $2.81M | 0.12% | +12,342+27.6% | Added |
| Edgestream Partners, L.P. | 57,411 | $2.83M | 0.20% | +28,566+99.0% | Added |
| Cidel Asset Management Inc | 57,704 | $2.84M | 0.12% | +50,204+669.4% | Added |
| Williams Jones Wealth Management, LLC. | 57,736 | $2.84M | 0.04% | −3,811−6.2% | Reduced |
| S&CO Inc | 57,823 | $2.85M | 0.22% | −2,650−4.4% | Reduced |
| Montag A & Associates Inc | 58,502 | $2.88M | 0.16% | +2,215+3.9% | Added |
| Lowe Brockenbrough & Co Inc | 59,045 | $2.91M | 0.23% | +1,548+2.7% | Added |
| Mark Asset Management LP | 59,915 | $2.95M | 0.48% | +59,915 | New |
| Twin Tree Management, LP | 59,923 | $2.95M | 0.05% | +59,923 | New |
| Smith, Salley & Associates | 60,470 | $2.98M | 0.19% | +14,979+32.9% | Added |
| Huntington National Bank | 60,575 | $2.98M | 0.03% | −11,525−16.0% | Reduced |
| Golden State Equity Partners | 60,646 | $2.98M | 0.72% | −352−0.6% | Reduced |
| DoubleLine ETF Adviser LP | 60,696 | $2.99M | 0.86% | +4,344+7.7% | Added |
| Pinnacle Financial Partners Inc | 61,100 | $3.01M | 0.07% | +339+0.6% | Added |
| Boston Private Wealth LLC | 61,128 | $3.01M | 0.07% | +1,599+2.7% | Added |
| IMS Capital Management | 61,283 | $3.02M | 1.48% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 62,412 | $3.07M | 0.04% | −638−1.0% | Reduced |
| Park Avenue Securities LLC | 62,838 | $3.09M | 0.04% | +5,617+9.8% | Added |
| Teza Capital Management LLC | 63,095 | $3.11M | 0.52% | +35,827+131.4% | Added |
| Cullen/Frost Bankers, Inc. | 63,103 | $3.11M | 0.05% | −90,320−58.9% | Reduced |
| Lee Danner & Bass Inc | 63,129 | $3.11M | 0.27% | −5,280−7.7% | Reduced |
| Kingsview Wealth Management, LLC | 63,669 | $3.13M | 0.09% | −10,411−14.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 63,725 | $3.14M | 0.79% | +6,676+11.7% | Added |
| Bleakley Financial Group, LLC | 63,769 | $3.14M | 0.10% | −3,446−5.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 64,517 | $3.18M | 0.05% | +29,580+84.7% | Added |
| Oldfather Financial Services, LLC | 64,800 | $3.19M | 1.42% | +40.0% | Added |
| Axxcess Wealth Management, LLC | 65,453 | $3.22M | 0.10% | +12,026+22.5% | Added |
| Argent Trust Co | 65,863 | $3.24M | 0.16% | −9,075−12.1% | Reduced |
| Karpas Strategies, LLC | 66,227 | $3.26M | 1.08% | +301+0.5% | Added |
| SWS Partners | 66,276 | $3.26M | 1.06% | −6,041−8.4% | Reduced |
| Daymark Wealth Partners, LLC | 67,346 | $3.31M | 0.20% | −4,156−5.8% | Reduced |
| Jump Financial, LLC | 67,891 | $3.34M | 0.11% | +67,891 | New |
| Independent Advisor Alliance | 69,393 | $3.35M | 0.12% | −1,200−1.7% | Reduced |
| Welch & Forbes LLC | 68,032 | $3.35M | 0.05% | −3,446−4.8% | Reduced |
| Bayesian Capital Management, LP | 68,302 | $3.36M | 0.36% | +68,302 | New |
| HighPoint Advisor Group LLC | 59,273 | $3.36M | 0.24% | +59,273 | New |
| Sawtooth Solutions, LLC | 68,768 | $3.38M | 0.09% | +1,553+2.3% | Added |
| Culbertson A N & Co Inc | 69,227 | $3.41M | 0.63% | −4,500−6.1% | Reduced |
| Slagle Financial, LLC | 138,594 | $3.41M | 1.95% | +68,356+97.3% | Added |
| Apollon Wealth Management, LLC | 69,902 | $3.44M | 0.12% | +21,113+43.3% | Added |
| Wedbush Securities Inc | 70,504 | $3.47M | 0.15% | +12,469+21.5% | Added |
| Greenleaf Trust | 70,566 | $3.47M | 0.04% | +1,229+1.8% | Added |
| Engineers Gate Manager LP | 70,825 | $3.49M | 0.10% | +30,752+76.7% | Added |
| FDx Advisors, Inc. | 71,704 | $3.53M | 0.27% | +10,971+18.1% | Added |
| Bradley Foster & Sargent Inc | 72,095 | $3.55M | 0.07% | −4,088−5.4% | Reduced |
| Guardian Capital Advisors LP | 71,540 | $3.57M | 0.37% | −2,212−3.0% | Reduced |
| Kerrisdale Advisers, LLC | 72,621 | $3.57M | 1.06% | 00.0% | Unchanged |
| Maven Securities LTD | 72,628 | $3.57M | 0.41% | −12,244−14.4% | Reduced |
| Veriti Management LLC | 72,724 | $3.58M | 0.32% | +9,522+15.1% | Added |
| Portside Wealth Group, LLC | 72,790 | $3.58M | 0.67% | −6,419−8.1% | Reduced |
| Synovus Financial Corp | 72,863 | $3.59M | 0.05% | −49,074−40.2% | Reduced |
| Toroso Investments, LLC | 72,924 | $3.59M | 0.09% | +5,752+8.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 73,322 | $3.61M | 0.16% | +22,660+44.7% | Added |
| Advisory Services Network, LLC | 74,171 | $3.65M | 0.09% | −4,795−6.1% | Reduced |
| HighMark Wealth Management LLC | 74,857 | $3.68M | 2.72% | −40−0.1% | Reduced |
| Connable Office Inc | 75,766 | $3.73M | 0.45% | −3,414−4.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 75,839 | $3.73M | 0.77% | +1,225+1.6% | Added |
| Peapack Gladstone Financial Corp | 75,989 | $3.74M | 0.06% | −2,451−3.1% | Reduced |
| Principal Securities, Inc. | 76,346 | $3.76M | 0.14% | +76,346 | New |
| Cetera Advisors LLC | 76,495 | $3.77M | 0.05% | −3,229−4.1% | Reduced |
| Level Four Advisory Services, LLC | 76,684 | $3.77M | 0.21% | −4,421−5.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 77,000 | $3.79M | 0.52% | 00.0% | Unchanged |
| Vestcor Inc | 77,634 | $3.82M | 0.13% | −838−1.1% | Reduced |
| Weik Capital Management | 77,898 | $3.83M | 1.77% | −400−0.5% | Reduced |
| Verition Fund Management LLC | 78,183 | $3.85M | 0.04% | −204,382−72.3% | Reduced |
| River & Mercantile Asset Management LLP | 78,333 | $3.86M | 0.73% | −4,233−5.1% | Reduced |
| Shelton Capital Management | 79,213 | $3.90M | 0.12% | −15,112−16.0% | Reduced |
| LGT Group Foundation | 78,963 | $3.91M | 0.09% | +25,618+48.0% | Added |
| Capstone Investment Advisors, LLC | 79,462 | $3.91M | 0.07% | −93,741−54.1% | Reduced |
| MAI Capital Management | 80,648 | $3.97M | 0.05% | +400.0% | Added |
| Tokio Marine Asset Management Co Ltd | 82,227 | $4.05M | 0.22% | +4,532+5.8% | Added |
| Sequoia Financial Advisors, LLC | 82,461 | $4.06M | 0.05% | +51,484+166.2% | Added |
| RFG Advisory, LLC | 82,627 | $4.07M | 0.16% | +307+0.4% | Added |
| NWF Advisory Services Inc. | 83,139 | $4.09M | 0.81% | −1,984−2.3% | Reduced |
| Asio Capital, LLC | 83,180 | $4.09M | 0.96% | +972+1.2% | Added |
| Horizon Investments, LLC | 83,841 | $4.10M | 0.11% | +16,404+24.3% | Added |
| Bessemer Group Inc | 83,607 | $4.12M | 0.01% | +594+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 83,706 | $4.12M | 0.38% | −16,667−16.6% | Reduced |
| Allworth Financial LP | 83,918 | $4.13M | 0.03% | +2,021+2.5% | Added |
| Twin Capital Management Inc | 84,616 | $4.16M | 0.55% | −3,812−4.3% | Reduced |
| Point72 Middle East FZE | 84,749 | $4.17M | 0.29% | +84,749 | New |
| Savant Capital, LLC | 84,816 | $4.17M | 0.05% | −1,381−1.6% | Reduced |
| Regions Financial Corp | 84,895 | $4.18M | 0.03% | −24,880−22.7% | Reduced |
| Steel Peak Wealth Management LLC | 85,236 | $4.20M | 0.25% | −210,949−71.2% | Reduced |
| Woodward Diversified Capital, LLC | 85,513 | $4.21M | 2.64% | 00.0% | Unchanged |
| Nomura Holdings Inc | 85,662 | $4.22M | 0.04% | +79,544+1,300.2% | Added |
| Graham Capital Management, L.P. | 85,688 | $4.22M | 0.13% | +85,688 | New |
| Wesleyan Assurance Society | 86,500 | $4.26M | 0.42% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 87,010 | $4.28M | 0.08% | +66,651+327.4% | Added |
| Assenagon Asset Management S.A. | 87,148 | $4.29M | 0.01% | −283−0.3% | Reduced |
| Richard Bernstein Advisors LLC | 87,213 | $4.29M | 0.10% | +53+0.1% | Added |
| Continental Advisors LLC | 87,906 | $4.33M | 3.90% | +3,500+4.1% | Added |
| Gifford Fong Associates | 88,052 | $4.33M | 0.92% | 00.0% | Unchanged |
| Altrafin AG | 88,560 | $4.36M | 1.68% | −620−0.7% | Reduced |
| Tiaa Trust, National Association | 88,669 | $4.36M | 0.01% | −16,131−15.4% | Reduced |
| Mill Capital Management, LLC | 88,788 | $4.37M | 0.39% | −372−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 89,076 | $4.38M | 0.16% | −4,865−5.2% | Reduced |
| Atlantic Union Bankshares Corp | 89,513 | $4.41M | 0.41% | +36,044+67.4% | Added |