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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 1,595 | $79.0K | 0.04% | +19+1.2% | Added |
| Heritage Wealth Advisors | 1,606 | $79.0K | 0.00% | +300+23.0% | Added |
| Abound Wealth Management | 1,644 | $80.9K | 0.03% | +2+0.1% | Added |
| SOA Wealth Advisors, LLC. | 1,658 | $81.6K | 0.02% | −60−3.5% | Reduced |
| Banco de Sabadell, S.A | 1,694 | $84.0K | 0.06% | −1,053−38.3% | Reduced |
| Adirondack Trust Co | 1,545 | $85.9K | 0.04% | −215−12.2% | Reduced |
| Gables Capital Management Inc. | 1,800 | $88.6K | 0.06% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,818 | $89.5K | 0.03% | +14+0.8% | Added |
| Rogco, LP | 1,834 | $90.3K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,855 | $91.3K | 0.06% | +800+75.8% | Added |
| Covestor Ltd | 1,882 | $93.0K | 0.06% | +689+57.8% | Added |
| Bogart Wealth, LLC | 1,892 | $93.1K | 0.01% | +75+4.1% | Added |
| Laffer Tengler Investments | 1,903 | $93.7K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $94.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,917 | $94.4K | 0.05% | +19+1.0% | Added |
| PEAK6 Investments LLC | 1,936 | $95.3K | 0.00% | +1,936 | New |
| Oakworth Capital, Inc. | 1,958 | $96.4K | 0.01% | −180−8.4% | Reduced |
| West Financial Advisors, LLC | 1,980 | $97.5K | 0.02% | +800+67.8% | Added |
| Armstrong Advisory Group, Inc | 1,983 | $97.6K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,000 | $98.4K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 2,000 | $98.4K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 2,000 | $98.4K | 0.04% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 2,001 | $98.5K | 0.04% | +2,001 | New |
| DT Investment Partners, LLC | 1,940 | $99.3K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,021 | $99.5K | 0.05% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,036 | $100.2K | 0.08% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,040 | $100.4K | 0.01% | −327−13.8% | Reduced |
| Voisard Asset Management Group, Inc. | 2,064 | $101.6K | 0.06% | +2,064 | New |
| Trust Co | 2,087 | $102.7K | 0.01% | −713−25.5% | Reduced |
| Rockbridge Investment Management, LCC | 2,159 | $106.3K | 0.02% | +2,159 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $108.0K | 0.05% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 2,198 | $108.2K | 0.07% | +2,198 | New |
| Sugarloaf Wealth Management, LLC | 2,246 | $110.6K | 0.03% | +101+4.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,266 | $111.6K | 0.03% | +2,266 | New |
| Versant Capital Management, Inc | 2,296 | $113.0K | 0.03% | +895+63.9% | Added |
| Newbridge Financial Services Group, Inc. | 2,304 | $113.4K | 0.06% | −293−11.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 2,332 | $114.8K | 0.01% | −2,750−54.1% | Reduced |
| DB Wealth Management Group, LLC | 2,410 | $118.6K | 0.07% | 00.0% | Unchanged |
| American National Bank | 2,435 | $119.9K | 0.02% | +156+6.8% | Added |
| CNB Bank | 2,447 | $120.4K | 0.06% | −32−1.3% | Reduced |
| Marquette Asset Management, LLC | 2,505 | $123.3K | 0.02% | −656−20.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,516 | $123.8K | 0.05% | +6+0.2% | Added |
| First United Bank Trust | 2,534 | $124.7K | 0.05% | +2,534 | New |
| Larson Financial Group LLC | 2,537 | $124.9K | 0.01% | −65−2.5% | Reduced |
| Fairfield, Bush & Co. | 2,556 | $125.8K | 0.07% | +2,556 | New |
| SRS Capital Advisors, Inc. | 2,579 | $126.9K | 0.01% | −491−16.0% | Reduced |
| Pathway Financial Advisers, LLC | 2,597 | $127.8K | 0.05% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,605 | $128.2K | 0.05% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 2,630 | $129.4K | 0.01% | −2,491−48.6% | Reduced |
| Glen Eagle Advisors, LLC | 2,670 | $131.4K | 0.03% | −55−2.0% | Reduced |
| Capital Analysts, LLC | 2,700 | $133.0K | 0.01% | +301+12.5% | Added |
| O'Dell Group, LLC | 2,726 | $134.2K | 0.04% | +2,726 | New |
| Clear Investment Research, LLC | 2,734 | $134.6K | 0.19% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,752 | $135.5K | 0.04% | −502−15.4% | Reduced |
| Cordant, Inc. | 2,821 | $138.9K | 0.09% | +2,821 | New |
| Rational Advisors LLC | 2,834 | $139.5K | 0.01% | −4,813−62.9% | Reduced |
| American Capital Advisory, LLC | 2,846 | $140.1K | 0.10% | +2,846 | New |
| Planned Solutions, Inc. | 2,895 | $142.5K | 0.07% | +2,895 | New |
| Capital Advisors, Ltd. LLC | 2,954 | $145.0K | 0.02% | −34−1.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,950 | $145.2K | 0.07% | +2,950 | New |
| Independence Bank of Kentucky | 3,005 | $147.9K | 0.05% | −400−11.7% | Reduced |
| PSI Advisors, LLC | 3,009 | $148.1K | 0.06% | −1,349−31.0% | Reduced |
| Grove Bank & Trust | 3,014 | $148.3K | 0.03% | −32−1.1% | Reduced |
| Colonial Trust Co | 3,018 | $148.5K | 0.03% | +383+14.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,052 | $150.0K | 0.05% | +2+0.1% | Added |
| Powell Investment Advisors, LLC | 3,169 | $156.0K | 0.09% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,170 | $156.0K | 0.02% | −148−4.5% | Reduced |
| Hendershot Investments Inc. | 3,266 | $160.8K | 0.02% | −12,339−79.1% | Reduced |
| West Paces Advisors Inc. | 3,313 | $163.1K | 0.05% | +128+4.0% | Added |
| Eagle Bay Advisors LLC | 3,389 | $166.8K | 0.11% | −897−20.9% | Reduced |
| First Personal Financial Services | 3,413 | $168.0K | 0.04% | +924+37.1% | Added |
| Boyd Watterson Asset Management LLC | 3,482 | $171.4K | 0.07% | 00.0% | Unchanged |
| AJOVista, LLC | 3,509 | $172.7K | 0.22% | +3,509 | New |
| Cherry Tree Wealth Management, LLC | 3,539 | $174.2K | 0.05% | +431+13.9% | Added |
| Spartan Fund Management Inc. | 3,547 | $174.6K | 0.21% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,693 | $181.8K | 0.04% | −273−6.9% | Reduced |
| Bangor Savings Bank | 3,719 | $183.0K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 3,776 | $185.9K | 0.23% | +3,776 | New |
| First Foundation Advisors | 3,797 | $186.9K | 0.01% | −7,322−65.9% | Reduced |
| Tompkins Financial Corp | 3,820 | $188.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,912 | $193.0K | 0.00% | −259−6.2% | Reduced |
| Hillsdale Investment Management Inc. | 3,950 | $194.4K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 4,007 | $197.0K | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,052 | $197.0K | 0.02% | +973+31.6% | Added |
| City State Bank | 4,029 | $198.0K | 0.10% | −1,971−32.9% | Reduced |
| LM Advisors LLC | 4,038 | $198.8K | 0.04% | +4,038 | New |
| Desjardins Global Asset Management Inc. | 4,039 | $198.8K | 0.02% | −5,992−59.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,012 | $199.0K | 0.13% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4,066 | $200.2K | 0.07% | +4,066 | New |
| Financial Security Advisor, Inc. | 4,078 | $200.7K | 0.08% | +4,078 | New |
| HBW Advisory Services LLC | 4,109 | $202.0K | 0.04% | +4,109 | New |
| IFG Advisors, LLC | 4,111 | $202.3K | 0.06% | +4,111 | New |
| Blue Bell Private Wealth Management, LLC | 4,111 | $202.3K | 0.05% | −200−4.6% | Reduced |
| Resonant Capital Advisors, LLC | 4,123 | $202.9K | 0.02% | +4,123 | New |
| Community Bank, N.A. | 4,125 | $203.0K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 4,135 | $203.5K | 0.09% | 00.0% | Unchanged |
| Tillman Hartley LLC | 4,147 | $204.1K | 0.08% | +4,147 | New |
| Chilton Investment Co LLC | 4,148 | $204.2K | 0.01% | +4,148 | New |
| Agate Pass Investment Management, LLC | 4,150 | $204.3K | 0.12% | +4,150 | New |
| Brown, Lisle/Cummings, Inc. | 4,152 | $204.4K | 0.08% | +718+20.9% | Added |