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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 21,699 | $1.06M | 0.54% | −527−2.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 21,508 | $1.06M | 0.13% | +40.0% | Added |
| Massmutual Trust Co FSB | 21,490 | $1.06M | 0.04% | −1,297−5.7% | Reduced |
| Sepio Capital, LP | 21,372 | $1.05M | 0.09% | +169+0.8% | Added |
| Courier Capital LLC | 21,289 | $1.05M | 0.08% | +20.0% | Added |
| Seneca Financial Advisors LLC | 21,273 | $1.05M | 0.61% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 21,082 | $1.04M | 0.42% | +1,994+10.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 21,037 | $1.04M | 0.02% | −6,751−24.3% | Reduced |
| American State Bank (Iowa) | 20,997 | $1.03M | 0.66% | +598+2.9% | Added |
| Ronald Blue Trust, Inc. | 25,304 | $1.03M | 0.02% | +1,574+6.6% | Added |
| Skopos Labs, Inc. | 20,949 | $1.03M | 0.49% | +20,949 | New |
| GAMMA Investing LLC | 20,525 | $1.03M | 0.28% | +20,525 | New |
| Atom Investors LP | 20,925 | $1.03M | 0.18% | −48,100−69.7% | Reduced |
| Kennedy Investment Group | 20,916 | $1.03M | 0.58% | −304−1.4% | Reduced |
| Salem Investment Counselors Inc | 20,912 | $1.03M | 0.04% | −324−1.5% | Reduced |
| Fisher Asset Management, LLC | 20,900 | $1.03M | 0.00% | −3,264−13.5% | Reduced |
| Winthrop Capital Management, LLC | 20,742 | $1.02M | 0.33% | +20,742 | New |
| HBK Sorce Advisory LLC | 20,541 | $1.01M | 0.04% | −1,757−7.9% | Reduced |
| Lindbrook Capital, LLC | 20,503 | $1.01M | 0.10% | +592+3.0% | Added |
| Excalibur Management Corp | 20,491 | $1.01M | 0.47% | −972−4.5% | Reduced |
| Apella Capital, LLC | 20,448 | $1.01M | 0.06% | +4,484+28.1% | Added |
| London & Capital Asset Management Ltd | 20,467 | $1.01M | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 20,418 | $1.00M | 0.09% | −612−2.9% | Reduced |
| Telos Capital Management, Inc. | 20,391 | $1.00M | 0.12% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 20,388 | $1.00M | 0.17% | +3,658+21.9% | Added |
| Citizens Financial Group Inc | 20,380 | $1.00M | 0.03% | +7,673+60.4% | Added |
| Main Street Research LLC | 20,358 | $1.00M | 0.08% | +780+4.0% | Added |
| Sage Rhino Capital LLC | 20,320 | $1.00M | 0.26% | −10.0% | Reduced |
| ZWJ Investment Counsel Inc | 20,299 | $999.1K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20,289 | $998.6K | 0.44% | +2,174+12.0% | Added |
| XML Financial, LLC | 20,288 | $998.6K | 0.11% | +1,210+6.3% | Added |
| CX Institutional | 20,280 | $998.2K | 0.05% | +217+1.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 20,270 | $997.7K | 0.24% | +20,270 | New |
| Western Wealth Management, LLC | 20,226 | $995.5K | 0.07% | −362−1.8% | Reduced |
| Miracle Mile Advisors, LLC | 20,219 | $995.2K | 0.03% | −3,672−15.4% | Reduced |
| LS Investment Advisors, LLC | 20,213 | $994.9K | 0.17% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 20,112 | $989.9K | 0.56% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 20,095 | $989.1K | 0.99% | +20,095 | New |
| Harbor Advisors LLC | 20,000 | $984.4K | 0.19% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 19,947 | $981.8K | 0.26% | −445−2.2% | Reduced |
| Castle Rock Wealth Management, LLC | 19,506 | $975.0K | 0.30% | +30.0% | Added |
| Csenge Advisory Group | 19,800 | $974.6K | 0.06% | −923−4.5% | Reduced |
| Balentine LLC | 19,787 | $973.9K | 0.03% | +9,450+91.4% | Added |
| Arete Wealth Advisors, LLC | 20,439 | $970.7K | 0.07% | +343+1.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 19,699 | $969.6K | 0.26% | −852−4.1% | Reduced |
| Spire Wealth Management | 20,125 | $968.4K | 0.03% | +100+0.5% | Added |
| First PREMIER Bank | 19,663 | $968.0K | 0.27% | 00.0% | Unchanged |
| Busey Wealth Management | 19,653 | $967.3K | 0.04% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 19,542 | $961.9K | 1.26% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 19,503 | $960.0K | 0.41% | +3,000+18.2% | Added |
| IHT Wealth Management, LLC | 19,449 | $957.3K | 0.04% | −2,121−9.8% | Reduced |
| Investors Research Corp | 19,438 | $956.7K | 0.23% | −387−2.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 19,367 | $953.0K | 0.02% | −10,187−34.5% | Reduced |
| Accredited Investors Inc. | 19,181 | $944.1K | 0.07% | −1,238−6.1% | Reduced |
| Boit C F David | 19,363 | $942.6K | 0.53% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 19,100 | $940.1K | 0.19% | −4,100−17.7% | Reduced |
| BlueCrest Capital Management Ltd | 19,026 | $936.5K | 0.16% | −41,745−68.7% | Reduced |
| Foresight Global Investors, Inc. | 19,020 | $936.2K | 0.54% | −3,423−15.3% | Reduced |
| Americana Partners, LLC | 13,993 | $934.5K | 0.09% | −3,719−21.0% | Reduced |
| Symmetry Partners, LLC | 18,870 | $934.0K | 0.05% | −9,678−33.9% | Reduced |
| Hexagon Capital Partners LLC | 18,955 | $932.9K | 0.22% | +3,187+20.2% | Added |
| BLB&B Advisors, LLC | 18,930 | $931.7K | 0.06% | −1,423−7.0% | Reduced |
| Annandale Capital, LLC | 18,901 | $930.0K | 0.22% | −124−0.7% | Reduced |
| SageView Advisory Group, LLC | 18,164 | $929.8K | 0.04% | +11,414+169.1% | Added |
| Essex Savings Bank | 18,835 | $927.1K | 0.27% | +1,475+8.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,792 | $924.9K | 0.57% | −10−0.1% | Reduced |
| Sentry LLC | 18,784 | $924.5K | 0.20% | −200−1.1% | Reduced |
| Johnson Investment Counsel Inc | 18,730 | $921.9K | 0.01% | −968−4.9% | Reduced |
| EverSource Wealth Advisors, LLC | 18,717 | $921.2K | 0.08% | +723+4.0% | Added |
| Quilter Plc | 18,635 | $919.6K | 0.03% | +112+0.6% | Added |
| Unique Wealth Strategies, LLC | 18,657 | $918.3K | 0.61% | +18,657 | New |
| Essex Financial Services, Inc. | 18,619 | $916.4K | 0.09% | −7,655−29.1% | Reduced |
| Caldwell Trust Co | 18,523 | $911.7K | 0.12% | −1,694−8.4% | Reduced |
| Stewart & Patten Co LLC | 18,520 | $911.6K | 0.14% | −600−3.1% | Reduced |
| Equitable Trust Co | 18,456 | $908.4K | 0.07% | +9,851+114.5% | Added |
| Financial Partners Group, LLC | 18,419 | $906.6K | 0.41% | +400+2.2% | Added |
| Sompo Asset Management Co., Ltd. | 18,410 | $906.1K | 0.16% | +1,060+6.1% | Added |
| Northern Oak Wealth Management Inc | 18,343 | $902.8K | 0.11% | −4,856−20.9% | Reduced |
| DMG Group, LLC | 18,266 | $899.0K | 0.85% | −861−4.5% | Reduced |
| First National Trust Co | 18,233 | $897.4K | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 18,213 | $896.4K | 0.02% | −97−0.5% | Reduced |
| Kanawha Capital Management LLC | 18,188 | $895.2K | 0.08% | −2,951−14.0% | Reduced |
| Everpar Advisors LLC | 18,167 | $894.2K | 0.42% | +18,167 | New |
| Colony Group, LLC | 18,154 | $894.0K | 0.01% | +18,154 | New |
| Lebenthal Global Advisors, LLC | 18,127 | $892.2K | 0.21% | −11−0.1% | Reduced |
| Regents of the University of California | 18,106 | $891.2K | 0.11% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 18,088 | $890.0K | 0.34% | −344−1.9% | Reduced |
| Syon Capital LLC | 18,015 | $886.7K | 0.09% | +1,685+10.3% | Added |
| Barbara Oil Co. | 18,000 | $886.0K | 0.40% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 17,993 | $885.6K | 0.05% | −83−0.5% | Reduced |
| Diligent Investors, LLC | 17,943 | $883.1K | 0.24% | +32+0.2% | Added |
| Verdence Capital Advisors LLC | 17,934 | $882.7K | 0.09% | −3,729−17.2% | Reduced |
| Cornerstone Wealth Management, LLC | 17,933 | $882.6K | 0.08% | −1,557−8.0% | Reduced |
| Ramiah Investment Group | 17,920 | $882.0K | 0.83% | −970−5.1% | Reduced |
| WP Advisors, LLC | 17,883 | $880.2K | 0.33% | −286−1.6% | Reduced |
| Principle Wealth Partners LLC | 17,778 | $875.0K | 0.08% | −44−0.2% | Reduced |
| Greatmark Investment Partners, Inc. | 17,722 | $872.3K | 0.14% | +374+2.2% | Added |
| Gotham Asset Management, LLC | 17,701 | $871.2K | 0.02% | −1,251−6.6% | Reduced |
| Wharton Business Group, LLC | 17,700 | $871.0K | 0.04% | −300−1.7% | Reduced |
| Summit Financial Group Inc | 17,635 | $868.0K | 0.33% | 00.0% | Unchanged |