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 |
|---|---|---|---|---|---|
| Gould Asset Management LLC | 4,157 | $204.6K | 0.05% | +4,157 | New |
| MinichMacGregor Wealth Management, LLC | 4,168 | $205.1K | 0.06% | +4,168 | New |
| First County Bank | 4,180 | $205.7K | 0.10% | +4,180 | New |
| Professional Financial Advisors, LLC | 4,183 | $205.9K | 0.07% | +4,183 | New |
| Wade G W & Inc | 4,177 | $206.0K | 0.01% | −992−19.2% | Reduced |
| Ellenbecker Investment Group | 4,203 | $206.0K | 0.05% | +4,203 | New |
| James Hambro & Partners | 4,194 | $206.4K | 0.01% | +4,194 | New |
| TCI Wealth Advisors, Inc. | 4,195 | $206.5K | 0.02% | +4,195 | New |
| Redwood Wealth Management Group, LLC | 4,223 | $207.9K | 0.23% | +4,223 | New |
| Hamilton Capital, LLC | 4,225 | $208.0K | 0.02% | −4,120−49.4% | Reduced |
| Mirador Capital Partners LP | 4,226 | $208.0K | 0.04% | +4,226 | New |
| Gradient Capital Advisors, LLC | 4,227 | $208.1K | 0.08% | +4,227 | New |
| Pinnacle Holdings, LLC | 4,227 | $208.1K | 0.09% | +2,000+89.8% | Added |
| WealthTrust Axiom LLC | 4,237 | $208.5K | 0.07% | +4,237 | New |
| WealthPLAN Partners, LLC | 4,239 | $208.6K | 0.02% | −17,048−80.1% | Reduced |
| Chesapeake Wealth Management | 4,240 | $208.7K | 0.08% | +4,240 | New |
| First Pacific Financial | 4,249 | $209.1K | 0.06% | 00.0% | Unchanged |
| First American Bank | 4,255 | $209.4K | 0.02% | +4,255 | New |
| Priebe Wealth Holdings LLC | 4,255 | $209.4K | 0.17% | +4,255 | New |
| Builder Investment Group Inc | 4,258 | $209.6K | 0.08% | +4,258 | New |
| NFP Retirement, Inc. | 4,273 | $210.3K | 0.04% | +4,273 | New |
| Apriem Advisors | 4,280 | $210.7K | 0.03% | +4,280 | New |
| Connecticut Wealth Management, LLC | 4,283 | $210.8K | 0.01% | +4,283 | New |
| Waypoint Capital Advisors, LLC | 4,287 | $211.0K | 0.06% | +4,287 | New |
| Northeast Financial Consultants Inc | 4,301 | $211.7K | 0.01% | +4,301 | New |
| Mokosak Advisory Group, LLC | 4,311 | $212.2K | 0.08% | +4,311 | New |
| First Citizens Financial Corp | 4,313 | $212.3K | 0.14% | −600−12.2% | Reduced |
| Concord Asset Management, LLC | 4,320 | $212.6K | 0.06% | +4,320 | New |
| Samalin Investment Counsel, LLC | 4,323 | $212.8K | 0.11% | +4,323 | New |
| Spears Abacus Advisors LLC | 4,330 | $213.1K | 0.02% | +4,330 | New |
| Newman Dignan & Sheerar, Inc. | 4,330 | $213.1K | 0.06% | +4,330 | New |
| Skyline Advisors, Inc. | 4,331 | $213.2K | 0.10% | +4,331 | New |
| HFG Advisors, Inc. | 4,350 | $214.1K | 0.21% | +4,350 | New |
| Romano Brothers and Company | 4,353 | $214.3K | 0.03% | +4,353 | New |
| Salomon & Ludwin, LLC | 5,249 | $214.5K | 0.02% | 00.0% | Unchanged |
| Woodstock Corp | 4,374 | $215.3K | 0.02% | −1,000−18.6% | Reduced |
| Madden Securities Corp | 4,380 | $215.6K | 0.11% | +4,380 | New |
| Five Oceans Advisors | 4,386 | $215.9K | 0.12% | +4,386 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,393 | $216.2K | 0.06% | +4,393 | New |
| Hills Bank & Trust Co | 4,405 | $216.8K | 0.02% | +235+5.6% | Added |
| Gabelli & Co Investment Advisers, Inc. | 4,425 | $217.8K | 0.04% | +4,425 | New |
| First Western Trust Bank | 4,425 | $217.8K | 0.01% | +4,425 | New |
| Laraway Financial Inc | 4,426 | $217.9K | 0.21% | +4,426 | New |
| Mayflower Financial Advisors, LLC | 4,447 | $218.9K | 0.03% | +4,447 | New |
| Integral Investment Advisors, Inc. | 4,456 | $219.3K | 0.14% | +4,456 | New |
| J. L. Bainbridge & Co., Inc. | 4,457 | $219.4K | 0.03% | +4,457 | New |
| Spartan Planning & Wealth Management | 4,457 | $219.4K | 0.23% | +4,457 | New |
| Transform Wealth, LLC | 4,460 | $219.5K | 0.02% | +4,460 | New |
| Buckhead Capital Management LLC | 4,464 | $219.7K | 0.08% | +4,464 | New |
| MBL Wealth, LLC | 4,480 | $220.5K | 0.03% | +4,480 | New |
| Affinity Capital Advisors, LLC | 4,482 | $220.6K | 0.05% | −758−14.5% | Reduced |
| Girard Partners Ltd. | 4,483 | $220.7K | 0.02% | +4,483 | New |
| Penobscot Investment Management Company, Inc. | 4,513 | $222.1K | 0.03% | +4,513 | New |
| Telemus Capital, LLC | 4,515 | $222.2K | 0.02% | +4,515 | New |
| Calton & Associates, Inc. | 4,519 | $222.4K | 0.09% | +4,519 | New |
| Angeles Wealth Management, LLC | 4,534 | $223.2K | 0.03% | +4,534 | New |
| Acorn Wealth Advisors, LLC | 4,554 | $224.1K | 0.13% | +4,554 | New |
| Amarillo National Bank | 4,554 | $224.1K | 0.04% | +4,554 | New |
| Titleist Asset Management, LLC | 4,555 | $224.2K | 0.04% | −2,967−39.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,556 | $224.2K | 0.06% | +4,556 | New |
| Prentiss Smith & Co Inc | 4,560 | $224.4K | 0.17% | −4,959−52.1% | Reduced |
| Avidian Wealth Solutions, LLC | 4,572 | $225.1K | 0.01% | −4,927−51.9% | Reduced |
| Centennial Bank | 4,576 | $225.1K | 0.13% | +134+3.0% | Added |
| Patrick M Sweeney & Associates, Inc | 4,587 | $225.8K | 0.21% | +4,587 | New |
| Talisman Wealth Advisors LLC | 4,590 | $225.9K | 0.34% | +4,590 | New |
| First Financial Corp | 4,595 | $226.2K | 0.12% | +214+4.9% | Added |
| Finer Wealth Management, Inc. | 4,610 | $226.9K | 0.17% | −1,233−21.1% | Reduced |
| Holistic Planning, LLC | 4,613 | $227.0K | 0.19% | +4,613 | New |
| Community Trust & Investment Co | 4,619 | $227.3K | 0.02% | +4,619 | New |
| X-Square Capital, LLC | 4,639 | $228.0K | 0.13% | −1,908−29.1% | Reduced |
| Bill Few Associates, Inc. | 4,635 | $228.1K | 0.10% | +4,635 | New |
| First Command Advisory Services, Inc. | 4,649 | $228.8K | 0.00% | −26−0.6% | Reduced |
| Sachetta, LLC | 4,654 | $229.1K | 0.11% | +4,654 | New |
| Capstone Financial Advisors, Inc. | 4,657 | $229.2K | 0.02% | +4,657 | New |
| Smartleaf Asset Management LLC | 4,935 | $229.3K | 0.06% | +4,935 | New |
| Octavia Wealth Advisors, LLC | 4,675 | $230.1K | 0.04% | +4,675 | New |
| Fermata Advisors, LLC | 4,676 | $230.2K | 0.05% | +4,676 | New |
| Leo Wealth, LLC | 4,506 | $230.2K | 0.02% | +4,506 | New |
| Stockman Wealth Management, Inc. | 4,689 | $230.8K | 0.05% | −1,000−17.6% | Reduced |
| Boston Family Office LLC | 4,698 | $231.0K | 0.02% | +4,698 | New |
| Change Path, LLC | 4,718 | $232.0K | 0.01% | +4,718 | New |
| O'Rourke & Company, Inc | 4,714 | $232.0K | 0.15% | +4,714 | New |
| GYL Financial Synergies, LLC | 4,715 | $232.1K | 0.02% | +4,715 | New |
| 17 Capital Partners, LLC | 4,716 | $232.1K | 0.21% | +4,716 | New |
| Moloney Securities Asset Management, LLC | 4,724 | $232.5K | 0.04% | +4,724 | New |
| Mission Creek Capital Partners, Inc. | 4,725 | $232.6K | 0.06% | −318−6.3% | Reduced |
| ICA Group Wealth Management, LLC | 4,758 | $234.2K | 0.05% | +4,758 | New |
| Oxford Financial Group Ltd | 4,761 | $234.3K | 0.02% | −2,139−31.0% | Reduced |
| Amplius Wealth Advisors, LLC | 4,772 | $234.9K | 0.03% | −124−2.5% | Reduced |
| Steward Partners Investment Solutions, LLC | 4,796 | $236.1K | 0.10% | +4,796 | New |
| New Millennium Group LLC | 4,805 | $236.5K | 0.21% | −3,390−41.4% | Reduced |
| Arden Trust Co | 4,805 | $236.5K | 0.03% | +4,805 | New |
| Optas, LLC | 4,827 | $237.6K | 0.07% | +4,827 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4,836 | $238.1K | 0.00% | +469+10.7% | Added |
| Saxon Interests, Inc. | 4,838 | $238.1K | 0.12% | +4,838 | New |
| Hayek Kallen Investment Management | 4,860 | $239.0K | 0.10% | +4,860 | New |
| Walker Asset Management, LLC | 4,856 | $239.0K | 0.17% | +4,856 | New |
| Regent Peak Wealth Advisors LLC | 4,859 | $239.2K | 0.06% | +4,859 | New |
| Pegasus Partners Ltd. | 4,867 | $239.6K | 0.03% | −2,224−31.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,868 | $239.6K | 0.07% | +4,868 | New |