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
- 2,154
- +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
- 899 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 |
|---|---|---|---|---|---|
| Mountain Pacific Investment Advisers Inc | 26,943 | $1.33M | 0.08% | −1,200−4.3% | Reduced |
| Harbour Investments, Inc. | 26,893 | $1.32M | 0.05% | +3,096+13.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 26,861 | $1.32M | 0.03% | −11,631−30.2% | Reduced |
| Marex Group plc | 26,830 | $1.32M | 0.05% | +26,830 | New |
| Trinity Financial Advisors LLC | 26,770 | $1.32M | 0.64% | −5,710−17.6% | Reduced |
| Fiduciary Group LLC | 26,734 | $1.32M | 0.15% | −1,085−3.9% | Reduced |
| AlphaStar Capital Management, LLC | 26,691 | $1.31M | 0.12% | +4,857+22.2% | Added |
| Alps Advisors Inc | 26,682 | $1.31M | 0.01% | +2,939+12.4% | Added |
| Neville Rodie & Shaw Inc | 26,553 | $1.31M | 0.11% | 00.0% | Unchanged |
| Wright Investors Service Inc | 26,459 | $1.30M | 0.37% | −174−0.7% | Reduced |
| Argent Advisors, Inc. | 26,414 | $1.30M | 0.57% | +169+0.6% | Added |
| Rothschild Investment LLC | 26,405 | $1.30M | 0.11% | +26,405 | New |
| Aspiriant, LLC | 26,347 | $1.30M | 0.06% | −809−3.0% | Reduced |
| Norden Group LLC | 26,343 | $1.30M | 0.23% | −4,134−13.6% | Reduced |
| Citizens National Bank Trust Department | 26,245 | $1.29M | 0.33% | −1,270−4.6% | Reduced |
| Shell Asset Management Co | 26,096 | $1.28M | 0.06% | −37,606−59.0% | Reduced |
| IPG Investment Advisors LLC | 25,968 | $1.28M | 0.26% | +13,209+103.5% | Added |
| Chicago Partners Investment Group LLC | 25,770 | $1.28M | 0.06% | −485−1.8% | Reduced |
| Coastal Investment Advisors, Inc. | 25,855 | $1.27M | 0.29% | −502−1.9% | Reduced |
| Sterling Investment Management, Inc. | 25,819 | $1.27M | 0.93% | −550−2.1% | Reduced |
| Wrapmanager Inc | 25,748 | $1.27M | 0.37% | −148−0.6% | Reduced |
| LJI Wealth Management, LLC | 25,720 | $1.27M | 0.33% | −109−0.4% | Reduced |
| TRUE Private Wealth Advisors | 25,707 | $1.27M | 0.16% | −30−0.1% | Reduced |
| Holderness Investments Co | 25,608 | $1.26M | 0.35% | +13+0.1% | Added |
| Trust Co of Toledo NA | 25,585 | $1.26M | 0.22% | +30+0.1% | Added |
| Strategic Planning Group, LLC | 25,544 | $1.26M | 0.42% | +25,544 | New |
| Paloma Partners Management Co | 25,503 | $1.26M | 0.21% | +25,503 | New |
| Whittier Trust Co of Nevada Inc | 25,482 | $1.25M | 0.04% | −3,970−13.5% | Reduced |
| Valley National Advisers Inc | 25,480 | $1.25M | 0.20% | +1,037+4.2% | Added |
| Islay Capital Management, LLC | 25,415 | $1.25M | 0.98% | +22,915+916.6% | Added |
| Gryphon Financial Partners LLC | 26,467 | $1.25M | 0.22% | +12,778+93.3% | Added |
| Thomasville National Bank | 25,294 | $1.24M | 0.11% | −401−1.6% | Reduced |
| AIA Group Ltd | 25,200 | $1.24M | 0.05% | −9,575−27.5% | Reduced |
| OneAscent Financial Services LLC | 25,046 | $1.23M | 0.15% | +12,269+96.0% | Added |
| PCJ Investment Counsel Ltd. | 25,000 | $1.23M | 0.47% | −25,450−50.4% | Reduced |
| Clarius Group, LLC | 24,899 | $1.23M | 0.10% | −119−0.5% | Reduced |
| First Financial Bank - Trust Division | 24,892 | $1.23M | 0.12% | −194−0.8% | Reduced |
| Tealwood Asset Management Inc | 24,730 | $1.22M | 0.58% | +340+1.4% | Added |
| Bartlett & Co. Wealth Management LLC | 24,556 | $1.22M | 0.02% | +3,311+15.6% | Added |
| Citadel Investment Advisory, Inc. | 24,686 | $1.22M | 0.75% | −871−3.4% | Reduced |
| Bartlett & Co. LLC | 24,556 | $1.22M | 0.02% | +3,311+15.6% | Added |
| Cadinha & Co LLC | 24,572 | $1.21M | 0.19% | −124−0.5% | Reduced |
| First Citizens Bank & Trust Co | 24,304 | $1.20M | 0.02% | −267−1.1% | Reduced |
| Buffington Mohr McNeal | 24,283 | $1.20M | 0.24% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 24,140 | $1.19M | 0.39% | −36,129−59.9% | Reduced |
| Ironwood Investment Counsel, LLC | 24,052 | $1.18M | 0.22% | −1,287−5.1% | Reduced |
| NBC Securities, Inc. | 24,044 | $1.18M | 0.12% | −850−3.4% | Reduced |
| First Bank & Trust | 23,962 | $1.18M | 0.28% | −29−0.1% | Reduced |
| GHP Investment Advisors, Inc. | 23,917 | $1.18M | 0.06% | +388+1.6% | Added |
| Modera Wealth Management, LLC | 23,881 | $1.18M | 0.02% | −465−1.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 23,870 | $1.17M | 0.49% | −400−1.6% | Reduced |
| Insight Advisors, LLC | 23,847 | $1.17M | 0.25% | +45+0.2% | Added |
| Davidson Trust Co | 23,785 | $1.17M | 0.76% | +772+3.4% | Added |
| Drive Wealth Management, LLC | 23,779 | $1.17M | 0.38% | −593−2.4% | Reduced |
| First Horizon Advisors, Inc. | 23,727 | $1.17M | 0.04% | −917−3.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 23,674 | $1.17M | 0.10% | +60.0% | Added |
| Fidelis Capital Partners, LLC | 23,599 | $1.16M | 0.26% | −4,986−17.4% | Reduced |
| Leavell Investment Management, Inc. | 23,589 | $1.16M | 0.07% | −4,120−14.9% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 23,504 | $1.16M | 0.28% | +30.0% | Added |
| Degroof Petercam Asset Management | 23,500 | $1.16M | 0.02% | +23,500 | New |
| Silvercrest Asset Management Group LLC | 23,486 | $1.16M | 0.01% | −4,931−17.4% | Reduced |
| Cercano Management LLC | 23,474 | $1.16M | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 23,458 | $1.15M | 0.15% | +578+2.5% | Added |
| GFG Capital, LLC | 23,437 | $1.15M | 0.31% | +68+0.3% | Added |
| Argus Investors' Counsel, Inc. | 23,378 | $1.15M | 0.74% | +20+0.1% | Added |
| First City Capital Management, Inc. | 23,364 | $1.15M | 0.67% | +785+3.5% | Added |
| Laurel Wealth Advisors LLC | 23,304 | $1.15M | 0.22% | +1,803+8.4% | Added |
| Washington Trust Co | 23,129 | $1.14M | 0.05% | +399+1.8% | Added |
| Martin & Co Inc | 23,090 | $1.14M | 0.28% | −1,063−4.4% | Reduced |
| Aspire Private Capital, LLC | 23,039 | $1.13M | 0.34% | +678+3.0% | Added |
| Wunderlich Capital Managemnt | 23,014 | $1.13M | 0.51% | +1,379+6.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 23,005 | $1.13M | 0.30% | −208−0.9% | Reduced |
| Vista Wealth Management Group, LLC | 22,853 | $1.12M | 0.10% | −14,297−38.5% | Reduced |
| Lazari Capital Management, Inc. | 22,804 | $1.12M | 0.64% | +202+0.9% | Added |
| Fulton Bank, N.A. | 22,798 | $1.12M | 0.05% | −1,970−8.0% | Reduced |
| Independent Financial Group, LLC | 22,797 | $1.12M | 0.06% | +1,979+9.5% | Added |
| Louisbourg Investments Inc. | 29,322 | $1.12M | 0.34% | +29,322 | New |
| Great Lakes Retirement, Inc. | 22,775 | $1.12M | 0.18% | +20+0.1% | Added |
| Congress Wealth Management LLC | 22,716 | $1.12M | 0.02% | −100.0% | Reduced |
| Great Valley Advisor Group, Inc. | 22,615 | $1.11M | 0.04% | +4,053+21.8% | Added |
| Soltis Investment Advisors LLC | 22,596 | $1.11M | 0.13% | −94,804−80.8% | Reduced |
| Moneta Group Investment Advisors LLC | 22,575 | $1.11M | 0.02% | −720−3.1% | Reduced |
| Pflug Koory, LLC | 22,554 | $1.11M | 0.59% | −100−0.4% | Reduced |
| Narwhal Capital Management | 22,514 | $1.11M | 0.12% | −8,652−27.8% | Reduced |
| Rossmore Private Capital | 22,474 | $1.11M | 0.16% | 00.0% | Unchanged |
| Private Trust Co NA | 22,418 | $1.10M | 0.13% | +1,281+6.1% | Added |
| Westmount Partners, LLC | 22,363 | $1.10M | 0.45% | −509−2.2% | Reduced |
| Cetera Trust Company, N.A | 22,278 | $1.10M | 0.68% | +22,278 | New |
| HAP Trading, LLC | 22,219 | $1.09M | 0.32% | +22,219 | New |
| Penserra Capital Management LLC | 22,213 | $1.09M | 0.02% | −3,599−13.9% | Reduced |
| Private Management Group Inc | 22,160 | $1.09M | 0.04% | +500+2.3% | Added |
| Sawyer & Company, Inc | 22,110 | $1.09M | 0.48% | −1,796−7.5% | Reduced |
| Lake Street Advisors Group, LLC | 22,094 | $1.09M | 0.05% | −1,468−6.2% | Reduced |
| Ruffer LLP | 22,000 | $1.08M | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 21,902 | $1.08M | 0.04% | −761−3.4% | Reduced |
| Prudent Man Advisors, LLC | 21,861 | $1.08M | 0.40% | −1,374−5.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 21,859 | $1.08M | 0.10% | −461−2.1% | Reduced |
| Affinity Investment Advisors, LLC | 21,851 | $1.08M | 0.73% | −1,729−7.3% | Reduced |
| Pacific Center for Financial Services | 21,821 | $1.07M | 0.34% | −11−0.1% | Reduced |
| RNC Capital Management LLC | 21,655 | $1.07M | 0.06% | −43−0.2% | Reduced |