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 |
|---|---|---|---|---|---|
| Pacifica Capital Investments, LLC | 8,335 | $410.0K | 0.12% | −500−5.7% | Reduced |
| Pin Oak Investment Advisors Inc | 8,329 | $410.0K | 0.42% | −34−0.4% | Reduced |
| RB Capital Management, LLC | 8,365 | $411.7K | 0.12% | −77−0.9% | Reduced |
| Keel Point, LLC | 8,381 | $412.5K | 0.05% | +1,067+14.6% | Added |
| Spinnaker Trust | 8,390 | $413.0K | 0.03% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 8,400 | $413.5K | 0.29% | −224−2.6% | Reduced |
| International Private Wealth Advisors LLC | 8,461 | $416.4K | 0.41% | +8,461 | New |
| First National Bank | 8,494 | $418.1K | 0.33% | 00.0% | Unchanged |
| Doliver Advisors, LP | 8,509 | $418.8K | 0.13% | −711−7.7% | Reduced |
| Intrust Bank NA | 8,514 | $419.1K | 0.05% | +20+0.2% | Added |
| Altfest L J & Co Inc | 8,526 | $420.0K | 0.06% | −1,842−17.8% | Reduced |
| Vontobel Holding Ltd. | 8,561 | $421.4K | 0.00% | −66,302−88.6% | Reduced |
| Grayhawk Investment Strategies Inc. | 8,564 | $421.5K | 0.22% | +8,564 | New |
| Prentice Wealth Management LLC | 8,616 | $424.1K | 0.17% | +165+2.0% | Added |
| SNS Financial Group, LLC | 8,657 | $426.1K | 0.05% | +917+11.8% | Added |
| Bray Capital Advisors | 8,692 | $427.8K | 0.12% | +7+0.1% | Added |
| Summa Corp. | 8,700 | $428.2K | 0.30% | +8,700 | New |
| Biltmore Family Office, LLC | 8,704 | $428.4K | 0.09% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,734 | $429.9K | 0.08% | +33+0.4% | Added |
| Northeast Investment Management | 8,735 | $429.9K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 8,759 | $431.1K | 0.09% | +20.0% | Added |
| Cahill Financial Advisors Inc | 8,761 | $431.2K | 0.06% | −2,528−22.4% | Reduced |
| Gladstone Institutional Advisory LLC | 8,788 | $432.5K | 0.02% | −290−3.2% | Reduced |
| Marietta Investment Partners LLC | 8,800 | $433.1K | 0.11% | 00.0% | Unchanged |
| Davis R M Inc | 8,836 | $434.9K | 0.01% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 8,865 | $436.3K | 0.26% | −2,486−21.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $436.8K | 0.20% | 00.0% | Unchanged |
| Vontobel Asset Management Inc | 8,883 | $437.2K | 0.00% | −120−1.3% | Reduced |
| Catalyst Financial Partners LLC | 8,884 | $437.3K | 0.12% | +593+7.2% | Added |
| Spectrum Wealth Counsel, LLC | 8,885 | $437.3K | 0.06% | +8,885 | New |
| Keystone Financial Group | 8,896 | $437.9K | 0.08% | −299−3.3% | Reduced |
| Addison Capital Co | 8,911 | $438.6K | 0.27% | +8,911 | New |
| Benjamin Edwards Inc | 8,927 | $439.0K | 0.10% | +8,804+7,157.7% | Added |
| Ascent Group, LLC | 8,996 | $440.1K | 0.04% | +195+2.2% | Added |
| Cutler Investment Counsel LLC | 8,961 | $441.1K | 0.06% | +825+10.1% | Added |
| Grey Street Capital, LLC | 8,962 | $441.1K | 0.21% | +74+0.8% | Added |
| Claar Advisors LLC | 9,000 | $443.0K | 0.16% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 9,001 | $443.0K | 0.12% | +558+6.6% | Added |
| Simmons Bank | 9,005 | $443.2K | 0.04% | −5,199−36.6% | Reduced |
| Cim Investment Mangement Inc | 9,029 | $444.4K | 0.14% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 9,032 | $444.6K | 0.03% | +9,032 | New |
| Harbor Investment Advisory, LLC | 9,083 | $447.1K | 0.05% | −15−0.2% | Reduced |
| Fairview Capital Investment Management, LLC | 9,117 | $448.7K | 0.03% | −200−2.1% | Reduced |
| Aaron Wealth Advisors | 9,129 | $449.3K | 0.07% | +7+0.1% | Added |
| LVW Advisors, LLC | 9,152 | $450.5K | 0.08% | −553−5.7% | Reduced |
| Texas Capital Bancshares Inc | 9,164 | $451.1K | 0.24% | −111−1.2% | Reduced |
| Royal Fund Management, LLC | 9,175 | $451.6K | 0.06% | +51+0.6% | Added |
| Humankind Investments LLC | 9,193 | $452.5K | 0.13% | −170−1.8% | Reduced |
| Belmont Capital, LLC | 9,204 | $453.0K | 0.19% | +4,425+92.6% | Added |
| Advisors Management Group Inc | 9,220 | $454.0K | 0.12% | −119−1.3% | Reduced |
| Manchester Capital Management LLC | 9,246 | $455.1K | 0.06% | +436+4.9% | Added |
| Front Street Capital Management, Inc. | 9,286 | $457.0K | 0.09% | −218−2.3% | Reduced |
| Washington Trust Bank | 9,310 | $458.2K | 0.04% | −828−8.2% | Reduced |
| Beta Wealth Group, Inc. | 9,311 | $458.3K | 0.24% | +106+1.2% | Added |
| Fort Point Capital Partners LLC | 9,379 | $461.6K | 0.07% | +312+3.4% | Added |
| Financial Advisory Service, Inc. | 9,384 | $461.9K | 0.04% | +967+11.5% | Added |
| Winning Points Advisors, LLC | 9,406 | $463.0K | 0.71% | +400+4.4% | Added |
| Sage Mountain Advisors LLC | 9,409 | $463.1K | 0.05% | −59−0.6% | Reduced |
| Atwood & Palmer Inc | 9,448 | $465.0K | 0.04% | +28+0.3% | Added |
| Linscomb & Williams, Inc. | 9,464 | $465.8K | 0.03% | +716+8.2% | Added |
| Exencial Wealth Advisors, LLC | 9,472 | $466.2K | 0.02% | +782+9.0% | Added |
| West Family Investments, Inc. | 9,495 | $467.3K | 0.16% | +97+1.0% | Added |
| Verity & Verity, LLC | 9,510 | $468.1K | 0.05% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 9,550 | $470.1K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 9,550 | $470.1K | 0.30% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 9,555 | $470.3K | 0.14% | −175−1.8% | Reduced |
| Aspen Investment Management Inc | 9,580 | $472.0K | 0.26% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,595 | $472.3K | 0.11% | 00.0% | Unchanged |
| Onefund, LLC | 9,605 | $472.8K | 0.61% | +9,605 | New |
| Plancorp, LLC | 9,609 | $473.0K | 0.02% | +429+4.7% | Added |
| Childress Capital Advisors, LLC | 9,647 | $474.8K | 0.14% | +784+8.8% | Added |
| Royal Capital Wealth Management, LLC | 9,662 | $475.5K | 0.41% | +16+0.2% | Added |
| SilverOak Wealth Management LLC | 9,695 | $477.2K | 0.13% | +9,695 | New |
| Tributary Capital Management, LLC | 9,750 | $479.9K | 0.04% | +1,000+11.4% | Added |
| Tocqueville Asset Management L.P. | 9,766 | $480.7K | 0.01% | −984−9.2% | Reduced |
| Sweet Financial Partners, LLC | 9,795 | $482.1K | 0.11% | −46−0.5% | Reduced |
| Bedel Financial Consulting, Inc. | 9,819 | $483.3K | 0.09% | +25+0.3% | Added |
| Financial Engines Advisors L.L.C. | 9,837 | $484.2K | 0.00% | +1,226+14.2% | Added |
| Alta Advisers Ltd | 9,900 | $487.3K | 0.26% | 00.0% | Unchanged |
| Denali Advisors LLC | 9,900 | $487.3K | 0.15% | +9,900 | New |
| WealthShield Partners, LLC | 9,911 | $487.8K | 0.08% | +102+1.0% | Added |
| Sherbrooke Park Advisers LLC | 9,934 | $489.0K | 0.23% | +81+0.8% | Added |
| Webster Bank, N. A. | 9,951 | $489.8K | 0.06% | +676+7.3% | Added |
| Iron Horse Wealth Management, LLC | 10,005 | $492.4K | 0.22% | −550−5.2% | Reduced |
| Aull & Monroe Investment Management Corp | 10,017 | $493.0K | 0.24% | −680−6.4% | Reduced |
| Monument Capital Management | 10,019 | $493.1K | 0.16% | −29−0.3% | Reduced |
| OneAscent Wealth Management LLC | 10,063 | $495.0K | 0.20% | +1,379+15.9% | Added |
| Athena Investment Management | 10,130 | $498.6K | 0.32% | −75−0.7% | Reduced |
| Provence Wealth Management Group | 10,133 | $498.8K | 0.27% | +1,062+11.7% | Added |
| WealthPlan Investment Management, LLC | 10,137 | $499.0K | 0.08% | −18,898−65.1% | Reduced |
| Sheets Smith Wealth Management | 10,150 | $499.6K | 0.07% | −1,758−14.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 10,160 | $500.1K | 0.03% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 10,169 | $500.5K | 0.19% | +2,916+40.2% | Added |
| GFS Advisors, LLC | 10,208 | $502.0K | 0.07% | −13,120−56.2% | Reduced |
| McCarthy Asset Management, Inc. | 10,201 | $502.1K | 0.32% | −241−2.3% | Reduced |
| Monticello Wealth Management, LLC | 10,222 | $503.1K | 0.05% | +1,241+13.8% | Added |
| Delta Financial Group, Inc. | 10,248 | $504.0K | 0.16% | −1,791−14.9% | Reduced |
| Stephenson National Bank & Trust | 10,248 | $504.4K | 0.25% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 10,252 | $504.6K | 0.12% | +10,252 | New |
| Hodges Capital Management Inc. | 10,325 | $508.0K | 0.03% | −1,575−13.2% | Reduced |