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 |
|---|---|---|---|---|---|
| Harmony Asset Management LLC | 10,337 | $508.8K | 0.22% | +10,337 | New |
| Verum Partners LLC | 10,373 | $510.5K | 0.20% | +985+10.5% | Added |
| Institute for Wealth Management, LLC. | 10,387 | $511.2K | 0.08% | −155−1.5% | Reduced |
| Beaton Management Co. Inc. | 10,400 | $512.0K | 0.31% | −650−5.9% | Reduced |
| Hancock Whitney Corp | 10,410 | $512.4K | 0.02% | −485−4.5% | Reduced |
| LMG Wealth Partners, LLC | 10,423 | $513.0K | 0.14% | +1,591+18.0% | Added |
| Global Trust Asset Management, LLC | 10,459 | $514.8K | 0.23% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 10,472 | $515.4K | 0.10% | +53+0.5% | Added |
| Abel Hall, LLC | 10,480 | $515.8K | 0.44% | +10,480 | New |
| Sivia Capital Partners, LLC | 10,486 | $516.1K | 0.39% | +10,486 | New |
| Osborne Partners Capital Management, LLC | 10,501 | $516.9K | 0.03% | −454−4.1% | Reduced |
| Symmetry Investments LP | 10,516 | $517.6K | 0.09% | −20,465−66.1% | Reduced |
| GeoWealth Management, LLC | 10,503 | $518.0K | 0.04% | +8,386+396.1% | Added |
| LGT Financial Advisors LLC | 10,532 | $518.4K | 0.63% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 10,552 | $519.4K | 0.13% | +89+0.9% | Added |
| Douglas Lane & Associates, LLC | 10,564 | $520.0K | 0.01% | −115−1.1% | Reduced |
| Hikari Tsushin, Inc. | 10,631 | $523.3K | 0.05% | 00.0% | Unchanged |
| Platform Technology Partners | 10,699 | $523.4K | 0.20% | −30−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 10,707 | $527.0K | 0.01% | −1,777−14.2% | Reduced |
| Private Portfolio Partners LLC | 10,717 | $527.5K | 0.12% | −63−0.6% | Reduced |
| Mechanics Bank Trust Department | 10,738 | $528.5K | 0.08% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 10,764 | $529.8K | 0.02% | −515−4.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,785 | $531.0K | 0.16% | −387−3.5% | Reduced |
| Radnor Capital Management, LLC | 10,816 | $532.0K | 0.10% | −53−0.5% | Reduced |
| CIC Wealth, LLC | 10,813 | $532.2K | 0.17% | −4,314−28.5% | Reduced |
| Chicago Trust Co NA | 10,829 | $533.0K | 0.12% | −53−0.5% | Reduced |
| Quent Capital, LLC | 10,865 | $534.8K | 0.07% | +542+5.3% | Added |
| Kovack Advisors, Inc. | 10,870 | $535.0K | 0.06% | +590+5.7% | Added |
| Lee Financial Co | 10,899 | $536.5K | 0.09% | +129+1.2% | Added |
| Aviso Wealth Management | 10,949 | $538.9K | 0.39% | +10,949 | New |
| Summit Financial, LLC | 10,950 | $539.0K | 0.04% | +10+0.1% | Added |
| Crawford Investment Counsel Inc | 11,016 | $542.2K | 0.01% | +2,799+34.1% | Added |
| World Equity Group, Inc. | 11,016 | $542.2K | 0.11% | +1,934+21.3% | Added |
| Valtinson Bruner Financial Planning LLC | 11,052 | $544.0K | 0.28% | −30.0% | Reduced |
| Traynor Capital Management, Inc. | 11,059 | $544.3K | 0.06% | +2,533+29.7% | Added |
| Canandaigua National Bank & Trust Co | 11,062 | $544.5K | 0.08% | −65−0.6% | Reduced |
| River Wealth Advisors LLC | 11,093 | $546.0K | 0.09% | −1,482−11.8% | Reduced |
| Trust Co of Vermont | 11,096 | $546.1K | 0.04% | −566−4.9% | Reduced |
| MCF Advisors LLC | 11,113 | $547.0K | 0.04% | +1,737+18.5% | Added |
| First Nebraska Trust Co | 11,116 | $547.1K | 0.06% | −100−0.9% | Reduced |
| Alliance Wealth Advisors, LLC | 11,119 | $547.3K | 0.36% | −95−0.8% | Reduced |
| Ameritas Advisory Services, LLC | 11,164 | $547.7K | 0.03% | −10,857−49.3% | Reduced |
| Bristlecone Advisors, LLC | 11,134 | $548.0K | 0.06% | −8,899−44.4% | Reduced |
| Redwood Investment Management, LLC | 11,149 | $549.0K | 0.05% | +11,149 | New |
| Good Life Advisors, LLC | 11,168 | $549.7K | 0.05% | +63+0.6% | Added |
| Flagstone Financial Management | 11,204 | $551.5K | 0.23% | +800+7.7% | Added |
| G&S Capital LLC | 11,218 | $552.2K | 0.26% | −699−5.9% | Reduced |
| Alterna Wealth Management, Inc | 11,219 | $552.2K | 0.66% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 11,233 | $552.9K | 0.10% | +1,433+14.6% | Added |
| South State Corp. | 11,234 | $552.9K | 0.05% | −678−5.7% | Reduced |
| Mengis Capital Management, Inc. | 11,284 | $555.4K | 0.10% | +10.0% | Added |
| Woodmont Investment Counsel LLC | 11,286 | $555.5K | 0.05% | +97+0.9% | Added |
| Cumberland Advisors Inc | 11,300 | $556.2K | 0.24% | −1,000−8.1% | Reduced |
| Legacy Financial Advisors, Inc. | 11,310 | $556.7K | 0.11% | −408−3.5% | Reduced |
| Perennial Investment Advisors, LLC | 11,367 | $559.5K | 0.09% | −505−4.3% | Reduced |
| Econ Financial Services Corp | 11,389 | $560.6K | 0.39% | −34,239−75.0% | Reduced |
| HCR Wealth Advisors | 11,396 | $560.9K | 0.09% | +1,215+11.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,442 | $563.2K | 0.02% | +11,442 | New |
| StrategIQ Financial Group, LLC | 11,457 | $563.9K | 0.06% | −383−3.2% | Reduced |
| Farther Finance Advisors, LLC | 11,468 | $564.4K | 0.04% | +5,118+80.6% | Added |
| StoneX Group Inc. | 11,477 | $564.9K | 0.06% | −4,226−26.9% | Reduced |
| Bridges Investment Management Inc | 11,507 | $566.4K | 0.02% | −1,307−10.2% | Reduced |
| Sebold Capital Management, Inc. | 11,524 | $567.2K | 0.42% | −1,000−8.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 11,580 | $570.0K | 0.19% | +1,386+13.6% | Added |
| All Terrain Financial Advisors, LLC | 11,640 | $572.9K | 0.26% | 00.0% | Unchanged |
| Leisure Capital Management | 11,641 | $573.0K | 0.31% | −161−1.4% | Reduced |
| Correct Capital Wealth Management | 11,651 | $573.5K | 0.15% | +11,651 | New |
| BBR Partners, LLC | 11,665 | $574.2K | 0.06% | −6,429−35.5% | Reduced |
| Quadcap Wealth Management, LLC | 11,703 | $576.0K | 0.15% | +11,703 | New |
| Sapient Capital LLC | 11,708 | $576.3K | 0.01% | +11,708 | New |
| PFW Advisors LLC | 11,770 | $579.3K | 0.19% | +739+6.7% | Added |
| Gordian Capital Singapore Pte Ltd | 11,800 | $580.8K | 0.52% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 11,825 | $582.0K | 0.02% | +11,825 | New |
| Peak Planning Group, LLC | 11,854 | $583.5K | 0.42% | −1,000−7.8% | Reduced |
| Rockland Trust Co | 11,861 | $583.8K | 0.03% | −2,077−14.9% | Reduced |
| MEMBERS Trust Co | 11,811 | $584.4K | 0.02% | +4,950+72.1% | Added |
| Resource Consulting Group Inc | 11,896 | $585.5K | 0.10% | +11,896 | New |
| Farmers Trust Co | 11,911 | $586.3K | 0.12% | −125−1.0% | Reduced |
| Zions Bancorporation, N.A. | 11,917 | $586.6K | 0.04% | +300+2.6% | Added |
| Basepoint Wealth LLC | 11,950 | $588.2K | 0.47% | −1,034−8.0% | Reduced |
| Cutler Group LP | 12,058 | $593.0K | 0.08% | −39,392−76.6% | Reduced |
| KG&L Capital Management,LLC | 12,729 | $593.2K | 0.25% | −34,932−73.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,073 | $594.2K | 0.05% | +12,073 | New |
| Sierra Summit Advisors LLC | 12,134 | $597.2K | 0.17% | +12,134 | New |
| Fayez Sarofim & Co | 12,429 | $597.3K | 0.00% | 00.0% | Unchanged |
| Jacobs & Co | 12,157 | $598.0K | 0.07% | −225−1.8% | Reduced |
| Connectus Wealth, LLC | 12,226 | $602.0K | 0.01% | +679+5.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,252 | $603.0K | 0.07% | +246+2.0% | Added |
| FSB Premier Wealth Management, Inc. | 12,253 | $603.1K | 0.30% | +1,931+18.7% | Added |
| Deseret Mutual Benefit Administrators | 12,291 | $605.0K | 0.35% | −3,987−24.5% | Reduced |
| Chilton Capital Management LLC | 12,390 | $609.8K | 0.03% | −259−2.0% | Reduced |
| Wintrust Investments LLC | 12,431 | $612.0K | 0.06% | −379−3.0% | Reduced |
| Bremer Bank National Association | 12,494 | $615.0K | 0.11% | −6,524−34.3% | Reduced |
| Proequities, Inc. | 12,578 | $619.1K | 0.04% | −188−1.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 12,588 | $619.6K | 0.13% | −714−5.4% | Reduced |
| Tranquilli Financial Advisor LLC | 12,595 | $619.9K | 0.44% | +964+8.3% | Added |
| Allstate Corp | 12,612 | $620.8K | 0.04% | −322−2.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 12,631 | $621.7K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12,645 | $622.4K | 0.14% | +1,259+11.1% | Added |
| Montecito Bank & Trust | 12,667 | $623.5K | 0.13% | −775−5.8% | Reduced |