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 |
|---|---|---|---|---|---|
| Nwam LLC | 5,657 | $278.4K | 0.02% | +687+13.8% | Added |
| MSH Capital Advisors LLC | 5,658 | $278.5K | 0.10% | +210+3.9% | Added |
| Family Firm, Inc. | 5,665 | $278.8K | 0.07% | +7+0.1% | Added |
| Allegheny Financial Group LTD | 5,672 | $279.2K | 0.09% | +3+0.1% | Added |
| Patten & Patten Inc | 5,689 | $280.0K | 0.02% | 00.0% | Unchanged |
| Ballast, Inc. | 5,690 | $280.1K | 0.10% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,696 | $280.3K | 0.02% | −2,082−26.8% | Reduced |
| Parsons Capital Management Inc | 5,701 | $280.6K | 0.02% | −1,000−14.9% | Reduced |
| Flputnam Investment Management Co | 5,706 | $280.8K | 0.01% | −2,007−26.0% | Reduced |
| E Fund Management Co., Ltd. | 5,731 | $282.1K | 0.02% | +21+0.4% | Added |
| Strategic Wealth Designers | 5,779 | $284.4K | 0.04% | +54+0.9% | Added |
| CWA Asset Management Group, LLC | 5,797 | $285.3K | 0.02% | +5,797 | New |
| SPC Financial, Inc. | 5,799 | $285.4K | 0.03% | +99+1.7% | Added |
| Bruce G. Allen Investments, LLC | 5,801 | $285.5K | 0.26% | +5,801 | New |
| Smithfield Trust Co | 5,828 | $287.0K | 0.02% | −872−13.0% | Reduced |
| Credential Qtrade Securities Inc. | 5,832 | $287.1K | 0.02% | −634−9.8% | Reduced |
| Investment Advisory Group, LLC | 5,847 | $287.8K | 0.13% | +104+1.8% | Added |
| Register Financial Advisors LLC | 5,851 | $288.0K | 0.19% | +595+11.3% | Added |
| Seven Mile Advisory | 5,870 | $288.9K | 0.25% | −333−5.4% | Reduced |
| Nations Financial Group Inc, | 5,886 | $289.7K | 0.03% | −73−1.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,897 | $290.3K | 0.06% | +13+0.2% | Added |
| Pioneer Trust Bank N A | 5,900 | $290.4K | 0.09% | −15,000−71.8% | Reduced |
| Oliver Luxxe Assets LLC | 5,902 | $290.5K | 0.07% | −10−0.2% | Reduced |
| M3 Advisory Group, LLC | 5,902 | $290.5K | 0.34% | +5,902 | New |
| Arcataur Capital Management LLC | 5,914 | $291.1K | 0.11% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 5,923 | $291.5K | 0.01% | −181−3.0% | Reduced |
| Syverson Strege & Co | 5,927 | $291.8K | 0.11% | −2,158−26.7% | Reduced |
| AXS Investments LLC | 5,929 | $291.8K | 0.07% | −705−10.6% | Reduced |
| Atlas Brown,Inc. | 5,946 | $292.7K | 0.12% | +84+1.4% | Added |
| Kesler, Norman & Wride, LLC | 5,957 | $293.2K | 0.07% | +24+0.4% | Added |
| First Trust Investment Solutions L.P. | 5,978 | $294.2K | 0.06% | +5,978 | New |
| Wealthstream Advisors, Inc. | 5,998 | $295.2K | 0.12% | −422−6.6% | Reduced |
| Fenimore Asset Management Inc | 6,000 | $295.3K | 0.01% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 6,000 | $295.3K | 0.28% | 00.0% | Unchanged |
| Diversified, LLC | 6,022 | $296.4K | 0.06% | +6,022 | New |
| Duncker Streett & Co Inc | 6,030 | $296.8K | 0.06% | −1,181−16.4% | Reduced |
| Summit Global Investments | 6,036 | $297.0K | 0.02% | +283+4.9% | Added |
| Silvia McColl Wealth Management, LLC | 6,037 | $297.1K | 0.27% | −720−10.7% | Reduced |
| Means Investment Co., Inc. | 6,045 | $297.5K | 0.04% | +23+0.4% | Added |
| SeaBridge Investment Advisors LLC | 6,045 | $297.5K | 0.09% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 6,046 | $297.6K | 0.05% | −3,023−33.3% | Reduced |
| Hemington Wealth Management | 6,045 | $298.0K | 0.12% | +6,045 | New |
| Front Row Advisors LLC | 6,093 | $299.9K | 0.14% | −1,174−16.2% | Reduced |
| Riverbridge Partners LLC | 6,100 | $300.2K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,103 | $300.4K | 0.13% | +3,005+97.0% | Added |
| Vicus Capital | 6,120 | $301.2K | 0.03% | −1,967−24.3% | Reduced |
| Blueprint Investment Partners LLC | 6,126 | $301.5K | 0.08% | +6,126 | New |
| West Oak Capital, LLC | 6,375 | $302.0K | 0.14% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 6,150 | $302.7K | 0.02% | −11,725−65.6% | Reduced |
| Millennium Capital Advisors, LLC | 6,150 | $302.7K | 0.23% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 6,152 | $302.8K | 0.12% | +10.0% | Added |
| Total Clarity Wealth Management, Inc. | 6,157 | $303.0K | 0.12% | −730−10.6% | Reduced |
| Glassman Wealth Services | 6,166 | $303.5K | 0.04% | −19−0.3% | Reduced |
| Candriam Luxembourg S.C.A. | 6,176 | $304.0K | 0.00% | −2,852−31.6% | Reduced |
| Cambridge Advisors Inc. | 6,182 | $304.3K | 0.08% | −198−3.1% | Reduced |
| DF Dent & Co Inc | 6,206 | $305.5K | 0.00% | −7,265−53.9% | Reduced |
| Sunflower Bank, N.A. | 6,207 | $305.5K | 0.07% | −51−0.8% | Reduced |
| Simon Quick Advisors, LLC | 6,213 | $305.8K | 0.03% | −2,618−29.6% | Reduced |
| Legacy Bridge, LLC | 6,229 | $306.6K | 0.20% | −675−9.8% | Reduced |
| CoreFirst Bank & Trust | 6,285 | $309.3K | 0.21% | −6,731−51.7% | Reduced |
| Raleigh Capital Management Inc. | 6,287 | $309.4K | 0.14% | +432+7.4% | Added |
| Fruth Investment Management | 6,318 | $310.0K | 0.09% | 00.0% | Unchanged |
| Howe & Rusling Inc | 6,330 | $311.6K | 0.03% | +6,330 | New |
| Cherry Creek Investment Advisors, Inc. | 6,330 | $311.6K | 0.19% | +33+0.5% | Added |
| Guyasuta Investment Advisors Inc | 6,331 | $311.6K | 0.02% | −442−6.5% | Reduced |
| Arrow Financial Corp | 6,334 | $311.8K | 0.03% | −438−6.5% | Reduced |
| Brown Miller Wealth Management, LLC | 6,338 | $312.0K | 0.16% | −995−13.6% | Reduced |
| Kure Advisory, LLC | 6,339 | $312.0K | 0.16% | −127−2.0% | Reduced |
| Fortem Financial Group, LLC | 6,380 | $314.0K | 0.16% | −567−8.2% | Reduced |
| Traphagen Investment Advisors LLC | 6,395 | $314.8K | 0.04% | +10+0.2% | Added |
| CKW Financial Group | 6,400 | $315.0K | 0.04% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 6,423 | $316.1K | 0.05% | +824+14.7% | Added |
| Stiles Financial Services Inc | 6,461 | $318.0K | 0.14% | +44+0.7% | Added |
| Financial Advocates Investment Management | 6,475 | $318.7K | 0.02% | +1,297+25.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,500 | $319.9K | 0.27% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 6,500 | $319.9K | 0.03% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 7,021 | $320.0K | 0.00% | +7,021 | New |
| Jefferies Financial Group Inc. | 6,515 | $320.7K | 0.01% | −44,626−87.3% | Reduced |
| ERn Financial, LLC | 6,944 | $322.5K | 0.06% | +6,944 | New |
| LBMC Investment Advisors, LLC | 6,556 | $322.7K | 0.03% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 6,574 | $324.0K | 0.07% | −251−3.7% | Reduced |
| Baron Wealth Management LLC | 6,598 | $324.8K | 0.18% | +511+8.4% | Added |
| Confluence Wealth Services, Inc. | 6,605 | $325.1K | 0.04% | −718−9.8% | Reduced |
| BNC Wealth Management, LLC | 6,606 | $325.1K | 0.15% | +36+0.5% | Added |
| UMA Financial Services, Inc. | 6,743 | $327.3K | 0.07% | −27−0.4% | Reduced |
| Epiq Partners, LLC | 6,650 | $327.3K | 0.23% | +6,650 | New |
| E&G Advisors, LP | 6,653 | $327.5K | 0.12% | −565−7.8% | Reduced |
| Lincoln Capital LLC | 6,665 | $328.1K | 0.08% | −38−0.6% | Reduced |
| Arbor Investment Advisors, LLC | 6,671 | $328.4K | 0.05% | −1,168−14.9% | Reduced |
| Baldwin Brothers Inc | 6,700 | $329.8K | 0.03% | −1,000−13.0% | Reduced |
| Gratus Capital LLC | 6,704 | $330.0K | 0.02% | −2,074−23.6% | Reduced |
| AlTi Global, Inc. | 6,705 | $330.0K | 0.01% | +6,705 | New |
| CMG Global Holdings, LLC | 6,363 | $331.1K | 0.24% | −8−0.1% | Reduced |
| ERTS Wealth Advisors, LLC | 6,733 | $331.4K | 0.07% | +228+3.5% | Added |
| Field & Main Bank | 6,745 | $332.0K | 0.14% | +175+2.7% | Added |
| Cape Investment Advisory, Inc. | 6,746 | $332.0K | 0.16% | +219+3.4% | Added |
| Drexel Morgan & Co. | 6,747 | $332.1K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,636 | $333.0K | 0.00% | −495−6.9% | Reduced |
| Berger Financial Group, Inc | 6,770 | $333.2K | 0.03% | −415−5.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,788 | $334.1K | 0.03% | −380−5.3% | Reduced |