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; 2,883 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
- 2,154
- +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
- 899 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Strategic Investment Solutions, Inc. | 441 | $21.7K | 0.00% | −27,235−98.4% | Reduced |
| Private Wealth Management Group, LLC | 450 | $22.1K | 0.01% | +450 | New |
| Stone House Investment Management, LLC | 465 | $22.9K | 0.01% | +4+0.9% | Added |
| JDM Financial Group LLC | 465 | $22.9K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 467 | $23.0K | 0.01% | −114−19.6% | Reduced |
| Horizon Bancorp Inc | 470 | $23.0K | 0.01% | +215+84.3% | Added |
| Sanctuary Wealth Management, L.L.C. | 477 | $23.5K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 477 | $23.5K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 485 | $23.9K | 0.02% | +485 | New |
| Orion Capital Management LLC | 500 | $24.6K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 500 | $24.6K | 0.01% | +500 | New |
| Arlington Trust Co LLC | 517 | $25.4K | 0.01% | +517 | New |
| Truvestments Capital LLC | 520 | $25.6K | 0.01% | −100−16.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 520 | $26.0K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 534 | $26.3K | 0.02% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 546 | $26.9K | 0.01% | +4+0.7% | Added |
| St. Johns Investment Management Company, LLC | 553 | $27.2K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 575 | $28.3K | 0.02% | +3+0.5% | Added |
| Tennessee Valley Asset Management Partners | 599 | $29.5K | 0.01% | +599 | New |
| AllSquare Wealth Management LLC | 600 | $29.5K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 602 | $29.6K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 605 | $29.8K | 0.01% | −4,058−87.0% | Reduced |
| Cornerstone Planning Group LLC | 629 | $31.0K | 0.01% | −4−0.6% | Reduced |
| Cedar Mountain Advisors, LLC | 643 | $31.6K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 660 | $32.0K | 0.02% | +660 | New |
| Silicon Valley Capital Partners | 652 | $32.1K | 0.01% | +4+0.6% | Added |
| Transcendent Capital Group LLC | 655 | $32.2K | 0.02% | +655 | New |
| Hoese & Co LLP | 724 | $32.3K | 0.03% | −1,650−69.5% | Reduced |
| Private Ocean, LLC | 680 | $33.5K | 0.00% | +110+19.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 682 | $33.6K | 0.01% | +682 | New |
| BFSG, LLC | 684 | $33.7K | 0.00% | +684 | New |
| Beaird Harris Wealth Management, LLC | 690 | $34.0K | 0.00% | +690 | New |
| Focused Wealth Management, Inc | 695 | $34.2K | 0.01% | +317+83.9% | Added |
| Timber Creek Capital Management LLC | 700 | $34.5K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 715 | $35.2K | 0.01% | +460+180.4% | Added |
| Venturi Wealth Management, LLC | 724 | $35.6K | 0.00% | +376+108.0% | Added |
| Country Trust Bank | 778 | $38.3K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 800 | $39.4K | 0.01% | −25−3.0% | Reduced |
| Tortoise Investment Management, LLC | 800 | $39.4K | 0.01% | −21−2.6% | Reduced |
| Advantage Trust Co | 800 | $39.4K | 0.03% | +800 | New |
| Financial Management Professionals, Inc. | 818 | $40.0K | 0.01% | +195+31.3% | Added |
| Tradewinds Capital Management, LLC | 825 | $40.6K | 0.02% | +30+3.8% | Added |
| Pittenger & Anderson Inc | 831 | $40.9K | 0.00% | −304−26.8% | Reduced |
| Baystate Wealth Management LLC | 831 | $40.9K | 0.00% | +28+3.5% | Added |
| Signature Resources Capital Management, LLC | 851 | $41.9K | 0.04% | +851 | New |
| PrairieView Partners, LLC | 862 | $42.0K | 0.01% | +2+0.2% | Added |
| Caitlin John, LLC | 866 | $42.6K | 0.03% | +866 | New |
| Moisand Fitzgerald Tamayo, LLC | 879 | $43.3K | 0.01% | −28−3.1% | Reduced |
| Centerpoint Advisors, LLC | 887 | $44.0K | 0.02% | +759+593.0% | Added |
| FSA Wealth Management LLC | 897 | $44.0K | 0.02% | +897 | New |
| Security National Bank | 896 | $44.1K | 0.01% | +896 | New |
| Central Bank & Trust Co | 899 | $44.2K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 900 | $44.3K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,113 | $45.5K | 0.01% | −464−29.4% | Reduced |
| Paladin Advisory Group, LLC | 958 | $47.2K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 979 | $48.2K | 0.01% | +979 | New |
| Richardson Financial Services Inc. | 995 | $49.0K | 0.04% | +995 | New |
| Keener Financial Planning LLC | 1,000 | $49.0K | 0.04% | +1,000 | New |
| Spotlight Asset Group, Inc. | 1,200 | $49.0K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,000 | $49.2K | 0.01% | −225−18.4% | Reduced |
| Westport Asset Management Inc | 1,000 | $49.2K | 0.03% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,006 | $49.5K | 0.02% | +1,006 | New |
| Loomis Sayles & Co L P | 1,042 | $51.0K | 0.00% | −52−4.8% | Reduced |
| ORG Partners LLC | 1,045 | $51.4K | 0.01% | −216−17.1% | Reduced |
| Atticus Wealth Management, LLC | 1,050 | $51.7K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,055 | $51.9K | 0.01% | −247−19.0% | Reduced |
| MidAtlantic Capital Management, Inc. | 1,068 | $52.6K | 0.05% | +1,068 | New |
| GPS Wealth Strategies Group, LLC | 1,069 | $52.6K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,160 | $57.1K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,194 | $58.8K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,207 | $59.4K | 0.03% | −516−29.9% | Reduced |
| Bank of New Hampshire | 1,220 | $60.0K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,225 | $60.3K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,240 | $61.0K | 0.02% | +620+100.0% | Added |
| Ramirez Asset Management, Inc. | 1,244 | $61.2K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,267 | $62.4K | 0.07% | −600−32.1% | Reduced |
| Avalon Trust Co | 1,268 | $62.4K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,276 | $62.8K | 0.03% | −3−0.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,278 | $62.9K | 0.03% | −56−4.2% | Reduced |
| Mascoma Wealth Management LLC | 1,281 | $63.1K | 0.02% | −124−8.8% | Reduced |
| Northwest Bank & Trust Co | 1,285 | $63.2K | 0.06% | +1,285 | New |
| Greenwood Gearhart Inc | 1,290 | $63.3K | 0.01% | +1,290 | New |
| Kessler Investment Group, LLC | 1,328 | $65.4K | 0.04% | −191−12.6% | Reduced |
| Family CFO Inc | 1,347 | $66.3K | 0.04% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,350 | $66.4K | 0.05% | +1,350 | New |
| Rocky Mountain Advisers, LLC | 1,400 | $68.9K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 1,403 | $69.1K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,409 | $69.4K | 0.03% | +306+27.7% | Added |
| Cranbrook Wealth Management, LLC | 1,425 | $70.1K | 0.02% | +150+11.8% | Added |
| Atlantic Trust, LLC | 1,431 | $70.4K | 0.02% | −162−10.2% | Reduced |
| Ulland Investment Advisors, LLC | 1,435 | $71.0K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,457 | $71.7K | 0.01% | +100+7.4% | Added |
| New England Capital Financial Advisors LLC | 1,461 | $71.9K | 0.04% | +11+0.8% | Added |
| Frazier Financial Advisors, LLC | 1,465 | $72.1K | 0.06% | +1,465 | New |
| Key Financial Inc | 1,477 | $72.7K | 0.02% | −80−5.1% | Reduced |
| Macroview Investment Management LLC | 1,518 | $74.7K | 0.09% | +18+1.2% | Added |
| SJS Investment Consulting Inc. | 1,523 | $75.0K | 0.02% | +244+19.1% | Added |
| Bay Harbor Wealth Management, LLC | 1,559 | $76.7K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,587 | $78.1K | 0.02% | +48+3.1% | Added |
| Mendota Financial Group, LLC | 1,604 | $78.9K | 0.06% | 00.0% | Unchanged |