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 |
|---|---|---|---|---|---|
| Concentric Wealth Management, LLC | 89,846 | $4.42M | 1.28% | −354−0.4% | Reduced |
| Benson Investment Management Company, Inc. | 90,109 | $4.44M | 2.27% | +546+0.6% | Added |
| Callan Family Office, LLC | 90,522 | $4.46M | 1.10% | +155+0.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 90,570 | $4.46M | 0.49% | −1,993−2.2% | Reduced |
| Western Financial Corp | 90,877 | $4.47M | 2.99% | −313−0.3% | Reduced |
| Cohen Klingenstein LLC | 90,900 | $4.47M | 0.18% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 92,346 | $4.49M | 1.63% | −7,366−7.4% | Reduced |
| Alpha DNA Investment Management LLC | 91,700 | $4.51M | 2.68% | +10,869+13.4% | Added |
| Elgethun Capital Management | 91,832 | $4.52M | 1.28% | −938−1.0% | Reduced |
| Brookmont Capital Management | 92,027 | $4.53M | 2.54% | −2,448−2.6% | Reduced |
| Sendero Wealth Management, LLC | 92,754 | $4.57M | 0.86% | +54,932+145.2% | Added |
| Bahl & Gaynor Inc | 93,475 | $4.60M | 0.03% | −4,152−4.3% | Reduced |
| Mach-1 Financial Group, Inc. | 93,487 | $4.60M | 1.75% | +9,674+11.5% | Added |
| Capital Markets Trading UK LLP | 93,596 | $4.61M | 3.40% | +30,653+48.7% | Added |
| Kestra Private Wealth Services, LLC | 93,775 | $4.62M | 0.12% | +7,848+9.1% | Added |
| Stratos Wealth Partners, LTD. | 94,058 | $4.63M | 0.09% | +17,458+22.8% | Added |
| Cloverfields Capital Group, LP | 94,222 | $4.64M | 1.82% | +94,222 | New |
| Factorial Partners, LLC | 94,800 | $4.67M | 2.95% | +1,000+1.1% | Added |
| FJ Investments, LLC | 94,900 | $4.67M | 0.22% | +94,900 | New |
| Bell & Brown Wealth Advisors, LLC | 95,028 | $4.68M | 2.17% | +95,028 | New |
| Clayton Partners LLC | 95,036 | $4.68M | 3.79% | −4,945−4.9% | Reduced |
| Quadrature Capital Ltd | 95,885 | $4.72M | 0.09% | +2,074+2.2% | Added |
| Winslow Asset Management Inc | 96,290 | $4.74M | 0.96% | +1,432+1.5% | Added |
| Walleye Trading LLC | 96,405 | $4.75M | 0.07% | −288,098−74.9% | Reduced |
| Madison Asset Management, LLC | 96,684 | $4.76M | 0.06% | −1,835−1.9% | Reduced |
| Stephens Inc | 97,338 | $4.79M | 0.08% | +1,931+2.0% | Added |
| Siemens Fonds Invest GmbH | 98,243 | $4.84M | 0.40% | +42,931+77.6% | Added |
| Apexium Financial, LP | 98,525 | $4.85M | 0.35% | +20.0% | Added |
| Barr E S & Co | 98,889 | $4.87M | 0.33% | −2,450−2.4% | Reduced |
| Harvest Portfolios Group Inc. | 99,201 | $4.88M | 0.21% | −10,932−9.9% | Reduced |
| Banco Santander, S.A. | 99,226 | $4.88M | 0.06% | −2,593−2.5% | Reduced |
| PFG Advisors | 99,370 | $4.89M | 0.39% | −593−0.6% | Reduced |
| iA Global Asset Management Inc. | 99,596 | $4.90M | 0.11% | +35,054+54.3% | Added |
| TD Private Client Wealth LLC | 99,826 | $4.91M | 0.18% | −12,843−11.4% | Reduced |
| Acadian Asset Management LLC | 100,062 | $4.92M | 0.02% | −16,525−14.2% | Reduced |
| Mendon Capital Advisors Corp | 100,000 | $4.92M | 2.31% | +100,000 | New |
| Morningstar Investment Management LLC | 100,396 | $4.94M | 0.57% | +100,396 | New |
| Dorchester Wealth Management Co | 100,683 | $4.96M | 0.92% | −1,435−1.4% | Reduced |
| Hutchinson Capital Management | 100,865 | $4.96M | 1.08% | −6,795−6.3% | Reduced |
| Atria Wealth Solutions, Inc. | 101,401 | $4.99M | 0.06% | +3,093+3.1% | Added |
| Whittier Trust Co | 103,106 | $5.07M | 0.08% | −16,712−13.9% | Reduced |
| Prospera Financial Services Inc | 103,348 | $5.09M | 0.17% | −200.0% | Reduced |
| Unison Asset Management LLC | 103,522 | $5.10M | 2.99% | 00.0% | Unchanged |
| First National Bank of Omaha | 104,768 | $5.16M | 0.33% | −2,891−2.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 105,457 | $5.19M | 0.44% | +2,464+2.4% | Added |
| Duality Advisers, LP | 106,277 | $5.23M | 0.55% | +106,277 | New |
| California First Leasing Corp | 106,400 | $5.24M | 2.78% | 00.0% | Unchanged |
| United Services Automobile Association | 107,249 | $5.28M | 0.12% | +9,343+9.5% | Added |
| King Luther Capital Management Corp | 107,365 | $5.28M | 0.03% | −618−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 107,634 | $5.30M | 0.33% | −8,923−7.7% | Reduced |
| NBW Capital LLC | 109,009 | $5.37M | 1.17% | −382−0.3% | Reduced |
| Rathbone Brothers plc | 111,397 | $5.48M | 0.04% | −4,624−4.0% | Reduced |
| Cynosure Management, LLC | 111,611 | $5.49M | 0.99% | −28,730−20.5% | Reduced |
| Alberta Investment Management Corp | 112,175 | $5.52M | 0.05% | +27,375+32.3% | Added |
| Thompson Investment Management, Inc. | 114,376 | $5.63M | 0.91% | −1,423−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 114,951 | $5.66M | 0.15% | −534−0.5% | Reduced |
| Providence Capital Advisors, LLC | 115,410 | $5.68M | 1.36% | +111,359+2,748.9% | Added |
| Hoey Investments, Inc | 115,488 | $5.68M | 1.61% | −2,845−2.4% | Reduced |
| Stoneridge Investment Partners LLC | 116,203 | $5.72M | 2.41% | +48,723+72.2% | Added |
| Marble Harbor Investment Counsel, LLC | 116,224 | $5.72M | 0.70% | +300+0.3% | Added |
| RMB Capital Management, LLC | 116,322 | $5.73M | 0.17% | +49,893+75.1% | Added |
| Quantinno Capital Management LP | 117,284 | $5.77M | 0.20% | +9,499+8.8% | Added |
| Beacon Financial Group | 118,210 | $5.82M | 0.71% | −14,129−10.7% | Reduced |
| Bard Financial Services, Inc. | 119,360 | $5.87M | 0.66% | +6,520+5.8% | Added |
| Chartwell Investment Partners, LLC | 120,644 | $5.94M | 0.21% | +13,187+12.3% | Added |
| Lido Advisors, LLC | 122,028 | $6.01M | 0.06% | +5,320+4.6% | Added |
| Crestline Management, LP | 122,489 | $6.03M | 0.56% | −47,511−27.9% | Reduced |
| Baxter Bros Inc | 122,697 | $6.04M | 0.84% | −789−0.6% | Reduced |
| Ieq Capital, LLC | 122,722 | $6.04M | 0.10% | +14,514+13.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 123,399 | $6.07M | 0.13% | +18,421+17.5% | Added |
| Avantax Advisory Services, Inc. | 124,265 | $6.12M | 0.06% | +12,614+11.3% | Added |
| Integrated Wealth Concepts LLC | 124,279 | $6.12M | 0.10% | +15,546+14.3% | Added |
| Sicart Associates LLC | 125,775 | $6.19M | 2.37% | −1,320−1.0% | Reduced |
| Robinson Value Management, Ltd. | 126,141 | $6.21M | 4.08% | +65,937+109.5% | Added |
| Qsemble Capital Management, LP | 126,439 | $6.22M | 1.56% | +21,139+20.1% | Added |
| Focus Financial Network Inc | 126,523 | $6.23M | 0.23% | +126,523 | New |
| ExodusPoint Capital Management, LP | 126,933 | $6.25M | 0.08% | −636,538−83.4% | Reduced |
| Uncommon Cents Investing LLC | 127,484 | $6.27M | 2.08% | −380−0.3% | Reduced |
| Vinva Investment Management Ltd | 126,868 | $6.28M | 0.44% | +18,952+17.6% | Added |
| Norinchukin Bank, The | 127,546 | $6.28M | 0.15% | −13,286−9.4% | Reduced |
| Chesley Taft & Associates LLC | 128,135 | $6.31M | 0.35% | −1,193−0.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 128,879 | $6.34M | 0.11% | +6,886+5.6% | Added |
| Long Focus Capital Management, LLC | 128,900 | $6.34M | 0.82% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 129,380 | $6.37M | 0.45% | +3,520+2.8% | Added |
| Eisler Capital (UK) Ltd. | 130,215 | $6.41M | 0.58% | −373,048−74.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 130,410 | $6.42M | 0.36% | +24,720+23.4% | Added |
| Hikari Power Ltd | 130,460 | $6.42M | 0.61% | −49,880−27.7% | Reduced |
| Brinker Capital Investments, LLC | 128,739 | $6.43M | 0.07% | +11,259+9.6% | Added |
| Orion Portfolio Solutions, LLC | 128,739 | $6.43M | 0.07% | +11,259+9.6% | Added |
| Tower Bridge Advisors | 131,138 | $6.45M | 0.56% | −1,315−1.0% | Reduced |
| Groupama Asset Managment | 131,150 | $6.46M | 0.17% | +131,150 | New |
| tru Independence LLC | 132,129 | $6.50M | 1.97% | −2,233−1.7% | Reduced |
| Tufton Capital Management | 133,097 | $6.55M | 1.37% | −8,055−5.7% | Reduced |
| Wedmont Private Capital | 131,414 | $6.56M | 0.54% | +9,857+8.1% | Added |
| Credit Agricole S A | 133,319 | $6.56M | 0.14% | +56,969+74.6% | Added |
| Empirical Finance, LLC | 133,412 | $6.57M | 0.46% | +240.0% | Added |
| Varma Mutual Pension Insurance Co | 134,300 | $6.61M | 0.07% | +134,300 | New |
| Eagle Asset Management Inc | 135,003 | $6.64M | 0.04% | +122,490+978.9% | Added |
| Estabrook Capital Management | 135,433 | $6.67M | 1.09% | −355−0.3% | Reduced |
| Institutional & Family Asset Management, LLC | 135,757 | $6.68M | 1.10% | −492−0.4% | Reduced |