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
- 2,153
- +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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Acorn Creek Capital LLC | 4,875 | $240.0K | 0.11% | +4,875 | New |
| Willner & Heller, LLC | 4,878 | $240.1K | 0.27% | +4,878 | New |
| Canopy Partners, LLC | 4,881 | $240.2K | 0.15% | +4,881 | New |
| Jacobsen Capital Management | 4,884 | $240.4K | 0.12% | +4,884 | New |
| WoodTrust Financial Corp | 4,901 | $241.0K | 0.04% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,902 | $241.3K | 0.03% | −110−2.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,911 | $241.7K | 0.07% | −756−13.3% | Reduced |
| Coastline Trust Co | 4,915 | $241.9K | 0.03% | −1,860−27.5% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 4,949 | $243.6K | 0.08% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 4,963 | $244.3K | 0.23% | +4,963 | New |
| McAdam, LLC | 4,968 | $244.5K | 0.02% | −113−2.2% | Reduced |
| Imprint Wealth LLC | 4,951 | $244.5K | 0.20% | −1,076−17.9% | Reduced |
| Encompass Wealth Advisors, LLC | 4,977 | $245.0K | 0.07% | +4,977 | New |
| Auxano Advisors, LLC | 4,984 | $245.3K | 0.08% | −1,697−25.4% | Reduced |
| HC Advisors, LLC | 4,988 | $245.5K | 0.14% | 00.0% | Unchanged |
| Triad Investment Management | 5,000 | $246.1K | 0.32% | −14,036−73.7% | Reduced |
| Capital Square, LLC | 5,000 | $246.1K | 0.28% | −3,018−37.6% | Reduced |
| Puzo Michael J | 5,000 | $246.1K | 0.08% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 5,000 | $246.1K | 0.08% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 5,005 | $246.3K | 0.22% | +5,005 | New |
| Marino, Stram & Associates LLC | 5,008 | $246.5K | 0.06% | −24−0.5% | Reduced |
| Aprio Wealth Management, LLC | 5,014 | $246.8K | 0.06% | −480−8.7% | Reduced |
| Indiana Trust & Investment Management CO | 5,015 | $246.8K | 0.11% | 00.0% | Unchanged |
| West Wealth Group, LLC | 5,026 | $247.4K | 0.10% | +24+0.5% | Added |
| Alternative Investment Advisors, LLC. | 5,042 | $248.2K | 0.16% | −120−2.3% | Reduced |
| CVA Family Office, LLC | 5,045 | $248.3K | 0.05% | −1,421−22.0% | Reduced |
| Harvest Fund Management Co., Ltd | 5,051 | $249.0K | 0.04% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 5,059 | $249.0K | 0.16% | −24−0.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,062 | $249.1K | 0.00% | −58−1.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,064 | $249.3K | 0.05% | +5,064 | New |
| Augustine Asset Management Inc | 5,073 | $249.7K | 0.11% | +5+0.1% | Added |
| Levin Capital Strategies, L.P. | 5,077 | $249.9K | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 5,085 | $250.3K | 0.03% | −353−6.5% | Reduced |
| Black Maple Capital Management LP | 5,100 | $251.0K | 0.23% | −1,000−16.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,101 | $251.1K | 0.06% | −300−5.6% | Reduced |
| Wealth Management Associates, Inc. | 5,106 | $251.3K | 0.13% | +5,106 | New |
| Whalerock Point Partners, LLC | 5,108 | $251.4K | 0.08% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 5,112 | $251.6K | 0.15% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,116 | $251.8K | 0.08% | +69+1.4% | Added |
| Burt Wealth Advisors | 5,117 | $251.9K | 0.07% | 00.0% | Unchanged |
| Bank Hapoalim BM | 5,115 | $252.0K | 0.03% | −2,545−33.2% | Reduced |
| Patton Albertson Miller Group, LLC | 5,127 | $252.4K | 0.04% | −278−5.1% | Reduced |
| Advisory Alpha, LLC | 5,131 | $252.6K | 0.01% | −95−1.8% | Reduced |
| Vaughan David Investments LLC | 5,145 | $253.0K | 0.01% | +5,145 | New |
| Narus Financial Partners, LLC | 5,145 | $253.2K | 0.12% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,158 | $253.9K | 0.19% | −90−1.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,179 | $254.9K | 0.07% | −25−0.5% | Reduced |
| M&R Capital Management Inc | 5,209 | $256.4K | 0.06% | +10+0.2% | Added |
| MMBG Investment Advisors Co. | 5,220 | $256.9K | 0.03% | +5,220 | New |
| Redhawk Wealth Advisors, Inc. | 5,222 | $257.0K | 0.05% | −170−3.2% | Reduced |
| Crown Wealth Group, LLC | 5,225 | $257.2K | 0.15% | +5,225 | New |
| CFO4Life Group, LLC | 5,232 | $257.5K | 0.05% | −176−3.3% | Reduced |
| Beach Investment Counsel Inc | 5,233 | $258.0K | 0.03% | −9,554−64.6% | Reduced |
| Johnson & White Wealth Management, LLC | 5,249 | $258.0K | 0.21% | +10.0% | Added |
| Wealth Effects LLC | 5,243 | $258.1K | 0.10% | −2,000−27.6% | Reduced |
| Brave Warrior Advisors, LLC | 5,250 | $258.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,250 | $258.4K | 0.13% | +124+2.4% | Added |
| Westpac Banking Corp | 5,256 | $258.7K | 0.02% | +5,256 | New |
| Consolidated Planning Corp | 5,267 | $259.2K | 0.05% | +5,267 | New |
| Wallace Capital Management Inc. | 5,268 | $259.3K | 0.04% | −742−12.3% | Reduced |
| Colonial Trust Advisors | 5,272 | $259.5K | 0.03% | +18+0.3% | Added |
| Constitution Capital LLC | 5,300 | $260.9K | 0.16% | 00.0% | Unchanged |
| Raelipskie Partnership | 5,300 | $260.9K | 0.16% | +5,300 | New |
| Weaver Consulting Group | 5,308 | $261.3K | 0.11% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 5,311 | $261.4K | 0.04% | +5,311 | New |
| Hardy Reed LLC | 5,313 | $261.5K | 0.04% | −106−2.0% | Reduced |
| Magnus Financial Group LLC | 5,317 | $261.7K | 0.03% | +40+0.8% | Added |
| Mosaic Family Wealth Partners, LLC | 5,329 | $262.3K | 0.05% | +16+0.3% | Added |
| Angeles Investment Advisors, LLC | 5,342 | $262.9K | 0.02% | +321+6.4% | Added |
| Forte Capital LLC | 5,345 | $263.1K | 0.04% | +5,345 | New |
| TBH Global Asset Management, LLC | 5,360 | $263.8K | 0.05% | +5,360 | New |
| Alaethes Wealth LLC | 5,363 | $264.0K | 0.12% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $265.0K | 0.13% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 5,392 | $265.4K | 0.20% | −398−6.9% | Reduced |
| Fortitude Family Office, LLC | 5,396 | $265.6K | 0.20% | +5,396 | New |
| Crabel Capital Management, LLC | 5,407 | $266.0K | 0.13% | +5,407 | New |
| Bank of Hawaii | 5,414 | $266.5K | 0.01% | −5,732−51.4% | Reduced |
| Weinberger Asset Management, Inc | 5,415 | $266.5K | 0.14% | +109+2.1% | Added |
| Chapin Davis, Inc. | 5,422 | $266.9K | 0.11% | −127−2.3% | Reduced |
| JJJ Advisors Inc. | 5,432 | $267.4K | 0.06% | −476−8.1% | Reduced |
| Northwest Investment Counselors, LLC | 5,441 | $267.8K | 0.07% | −717−11.6% | Reduced |
| Howard Capital Management Group, LLC | 5,450 | $268.2K | 0.02% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 5,457 | $268.6K | 0.31% | +20+0.4% | Added |
| Evernest Financial Advisors, LLC | 5,459 | $268.7K | 0.14% | +5,459 | New |
| Trustmark National Bank Trust Department | 5,483 | $269.9K | 0.02% | −691−11.2% | Reduced |
| Formidable Asset Management, LLC | 5,486 | $270.0K | 0.06% | −1,517−21.7% | Reduced |
| Guardian Wealth Management, Inc. | 5,489 | $270.1K | 0.23% | −1,268−18.8% | Reduced |
| Denver Wealth Management, Inc. | 5,497 | $270.5K | 0.15% | +35+0.6% | Added |
| Powers Advisory Group, LLC | 5,529 | $272.1K | 0.17% | +28+0.5% | Added |
| Planning Center, Inc. | 5,554 | $273.4K | 0.06% | −132−2.3% | Reduced |
| Papp L Roy & Associates | 5,567 | $274.0K | 0.03% | −948−14.6% | Reduced |
| Nilsine Partners, LLC | 5,593 | $275.3K | 0.04% | +5,593 | New |
| Detalus Advisors, LLC | 5,600 | $275.6K | 0.11% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 5,602 | $275.8K | 0.02% | +429+8.3% | Added |
| Silverlake Wealth Management LLC | 5,605 | $275.9K | 0.15% | −4−0.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,577 | $276.0K | 0.00% | −1,000−15.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,627 | $277.0K | 0.05% | +5,627 | New |
| HHM Wealth Advisors, LLC | 5,645 | $277.8K | 0.05% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5,645 | $277.8K | 0.01% | +224+4.1% | Added |
| G2 Capital Management, LLC | 5,647 | $277.9K | 0.09% | +5,647 | New |