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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Summit Asset Management, LLC | 6,800 | $334.7K | 0.08% | −1,520−18.3% | Reduced |
| Wayfinding Financial, LLC | 6,826 | $335.0K | 0.23% | −548−7.4% | Reduced |
| Morris Financial Concepts, Inc. | 6,811 | $335.2K | 0.19% | +6,811 | New |
| Founders Capital Management | 6,813 | $335.3K | 0.24% | −51−0.7% | Reduced |
| Evolution Advisers, Inc. | 6,812 | $336.0K | 0.21% | +10.0% | Added |
| Smith, Moore & Co. | 6,827 | $336.0K | 0.04% | −2,000−22.7% | Reduced |
| MONECO Advisors, LLC | 6,841 | $336.7K | 0.06% | −583−7.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 6,855 | $337.4K | 0.24% | −381−5.3% | Reduced |
| Check Capital Management Inc | 6,863 | $337.8K | 0.03% | −3,106−31.2% | Reduced |
| Enterprise Financial Services Corp | 6,870 | $338.1K | 0.21% | +59+0.9% | Added |
| Bouchey Financial Group Ltd | 6,880 | $338.6K | 0.04% | +203+3.0% | Added |
| Thrive Wealth Management, LLC | 6,881 | $338.7K | 0.08% | +1,386+25.2% | Added |
| New Republic Capital, LLC | 6,899 | $339.6K | 0.24% | +64+0.9% | Added |
| John W. Brooker & Co., CPAs | 6,904 | $339.8K | 0.20% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 6,917 | $340.5K | 0.03% | −11−0.2% | Reduced |
| Ausdal Financial Partners, Inc. | 6,924 | $340.8K | 0.04% | −76−1.1% | Reduced |
| Sound Income Strategies, LLC | 6,928 | $341.0K | 0.03% | −1,960−22.1% | Reduced |
| S.A. Mason LLC | 6,936 | $341.4K | 0.23% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,939 | $341.5K | 0.04% | +126+1.8% | Added |
| Transamerica Financial Advisors, Inc. | 6,945 | $342.0K | 0.05% | −1,250−15.3% | Reduced |
| Well Done, LLC | 6,952 | $342.2K | 0.07% | +187+2.8% | Added |
| Westhampton Capital, LLC | 6,990 | $344.0K | 0.20% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 7,075 | $344.3K | 0.18% | −2,000−22.0% | Reduced |
| Kearns & Associates LLC | 7,000 | $344.5K | 0.29% | 00.0% | Unchanged |
| Core Alternative Capital | 7,042 | $346.6K | 0.06% | −428−5.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,116 | $347.0K | 0.08% | +7,116 | New |
| Benchmark Financial Wealth Advisors, LLC | 7,052 | $347.1K | 0.15% | +56+0.8% | Added |
| Partners Capital Investment Group, LLP | 7,079 | $348.4K | 0.01% | +7,079 | New |
| Zacks Investment Management | 7,092 | $349.1K | 0.00% | −2,307−24.5% | Reduced |
| Nichols & Pratt Advisers LLP | 7,100 | $349.5K | 0.02% | −1,300−15.5% | Reduced |
| New Hampshire Trust | 7,105 | $349.7K | 0.08% | −550−7.2% | Reduced |
| Main Street Financial Solutions, LLC | 7,127 | $350.8K | 0.05% | −382−5.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 7,167 | $351.5K | 0.08% | +1,140+18.9% | Added |
| Richard W. Paul & Associates, LLC | 7,142 | $351.5K | 0.15% | −169−2.3% | Reduced |
| Advisor OS, LLC | 7,146 | $351.8K | 0.05% | +845+13.4% | Added |
| Washington Trust Advisors, Inc. | 7,150 | $351.9K | 0.03% | +100+1.4% | Added |
| Zullo Investment Group, Inc. | 7,163 | $352.6K | 0.18% | +99+1.4% | Added |
| BancorpSouth Bank | 7,181 | $353.4K | 0.03% | −23−0.3% | Reduced |
| Founders Financial Alliance, LLC | 7,190 | $353.9K | 0.14% | −325−4.3% | Reduced |
| Journey Strategic Wealth LLC | 7,193 | $354.0K | 0.02% | +7,193 | New |
| Visionary Wealth Advisors | 7,204 | $354.6K | 0.03% | −533−6.9% | Reduced |
| Successful Portfolios LLC | 7,218 | $355.3K | 0.27% | +1,791+33.0% | Added |
| Alpha Family Trust | 7,220 | $355.4K | 0.24% | 00.0% | Unchanged |
| Security National Bank of So Dak | 7,224 | $355.6K | 0.23% | −1,367−15.9% | Reduced |
| Ullmann Financial Group, Inc. | 7,233 | $356.0K | 0.06% | +997+16.0% | Added |
| Western Pacific Wealth Management, LP | 7,267 | $357.7K | 0.26% | +592+8.9% | Added |
| Schulhoff & Co Inc | 7,270 | $357.8K | 0.17% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 7,277 | $358.2K | 0.12% | −42−0.6% | Reduced |
| Lynch & Associates | 7,278 | $358.2K | 0.09% | −181−2.4% | Reduced |
| First National Bank & Trust Co of Newtown | 7,288 | $358.7K | 0.08% | −148−2.0% | Reduced |
| Meeder Asset Management Inc | 7,300 | $359.3K | 0.03% | +1,923+35.8% | Added |
| Delta Investment Management, LLC | 7,320 | $360.3K | 0.09% | +384+5.5% | Added |
| Sand Hill Global Advisors, LLC | 7,356 | $362.1K | 0.02% | +638+9.5% | Added |
| Bailard, Inc. | 7,356 | $362.1K | 0.01% | −325−4.2% | Reduced |
| Bridge Creek Capital Management LLC | 7,400 | $364.2K | 0.13% | 00.0% | Unchanged |
| Cowa, LLC | 7,400 | $364.2K | 0.23% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 7,401 | $364.3K | 0.77% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 7,430 | $365.7K | 0.09% | +703+10.5% | Added |
| Red Door Wealth Management, LLC | 7,435 | $366.0K | 0.08% | −39−0.5% | Reduced |
| Cipher Capital LP | 7,455 | $366.9K | 0.12% | +7,455 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,465 | $367.4K | 0.01% | +1,232+19.8% | Added |
| Piscataqua Savings Bank | 7,495 | $368.9K | 0.34% | 00.0% | Unchanged |
| Icapital Wealth LLC | 7,500 | $369.1K | 0.24% | 00.0% | Unchanged |
| Retirement Group, LLC | 7,510 | $369.6K | 0.15% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 7,510 | $369.6K | 0.21% | +7,510 | New |
| PFG Investments, LLC | 7,511 | $369.7K | 0.07% | −2,477−24.8% | Reduced |
| AlphaCore Capital LLC | 7,554 | $371.8K | 0.05% | +12+0.2% | Added |
| West Branch Capital LLC | 7,582 | $373.2K | 0.18% | −1,554−17.0% | Reduced |
| Kathmere Capital Management, LLC | 7,592 | $373.7K | 0.05% | +344+4.7% | Added |
| Van Strum & Towne Inc. | 7,639 | $376.0K | 0.15% | −625−7.6% | Reduced |
| First Dallas Securities Inc. | 7,700 | $379.0K | 0.20% | +7,700 | New |
| Ghe, LLC | 7,733 | $381.0K | 0.24% | −100−1.3% | Reduced |
| Waddell & Associates, LLC | 7,734 | $382.1K | 0.05% | −738−8.7% | Reduced |
| Legacy Advisors, LLC | 7,776 | $382.7K | 0.05% | +7,776 | New |
| XTX Topco Ltd | 7,779 | $382.9K | 0.08% | +7,779 | New |
| Sky Investment Group LLC | 7,795 | $383.7K | 0.08% | −170−2.1% | Reduced |
| Weil Company, Inc. | 7,809 | $384.4K | 0.17% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,825 | $385.1K | 0.04% | −1,141−12.7% | Reduced |
| Pinebridge Investments, L.P. | 7,829 | $385.3K | 0.00% | −67,950−89.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,896 | $388.6K | 0.03% | −148−1.8% | Reduced |
| Icon Wealth Advisors, LLC | 7,897 | $388.7K | 0.04% | +7,897 | New |
| Cyndeo Wealth Partners, LLC | 7,997 | $393.6K | 0.04% | +110+1.4% | Added |
| BancFirst Trust & Investment Management | 7,976 | $394.7K | 0.18% | 00.0% | Unchanged |
| MKT Advisors LLC | 7,910 | $394.9K | 0.26% | −31−0.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 8,028 | $395.1K | 0.28% | −68−0.8% | Reduced |
| Occidental Asset Management, LLC | 8,042 | $395.8K | 0.08% | +31+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 8,046 | $396.0K | 0.04% | −530−6.2% | Reduced |
| Monetary Management Group Inc | 8,065 | $397.0K | 0.12% | 00.0% | Unchanged |
| Heritage Trust Co | 8,073 | $397.4K | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 8,075 | $397.5K | 0.06% | +698+9.5% | Added |
| Lauterbach Financial Advisors, LLC | 8,086 | $398.0K | 0.28% | −2,249−21.8% | Reduced |
| Valmark Advisers, Inc. | 8,127 | $400.0K | 0.01% | −6,635−44.9% | Reduced |
| Stratos Wealth Advisors, LLC | 8,149 | $401.1K | 0.02% | −12,880−61.2% | Reduced |
| Campion Asset Management LLC | 8,165 | $401.9K | 0.34% | −460−5.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,170 | $402.1K | 0.22% | −6,110−42.8% | Reduced |
| Headlands Technologies LLC | 8,177 | $402.5K | 0.12% | +8,177 | New |
| Wealth Architects, LLC | 8,212 | $404.2K | 0.06% | +1,633+24.8% | Added |
| STAR Financial Bank | 8,257 | $406.4K | 0.37% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 8,274 | $407.2K | 0.08% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 8,298 | $408.4K | 0.14% | −561−6.3% | Reduced |