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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 17,623 | $867.4K | 0.14% | +992+6.0% | Added |
| Palisade Asset Management, LLC | 17,613 | $866.9K | 0.10% | −18−0.1% | Reduced |
| 1st Source Bank | 17,571 | $864.8K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17,475 | $860.1K | 0.08% | +1,325+8.2% | Added |
| Lodestar Private Asset Management LLC | 17,464 | $859.6K | 0.13% | −5,124−22.7% | Reduced |
| Pure Financial Advisors, Inc. | 17,393 | $856.1K | 0.03% | +2,199+14.5% | Added |
| Intrinsic Value Partners, LLC | 17,315 | $852.2K | 0.99% | −130−0.7% | Reduced |
| Studio Investment Management LLC | 17,314 | $852.2K | 0.22% | +7,068+69.0% | Added |
| Lipe & Dalton | 17,300 | $852.0K | 0.46% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 17,295 | $851.3K | 0.20% | +12,673+274.2% | Added |
| LMCG Investments, LLC | 17,252 | $849.1K | 0.05% | −218−1.2% | Reduced |
| Avion Wealth | 17,249 | $849.0K | 0.24% | −40.0% | Reduced |
| Chicago Capital, LLC | 17,169 | $845.1K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 17,121 | $842.7K | 0.45% | −1,038−5.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 17,112 | $842.2K | 0.03% | −1,151−6.3% | Reduced |
| Wallace Advisory Group, LLC | 20,597 | $841.6K | 0.66% | +9,526+86.0% | Added |
| Cary Street Partner Investment Advisory LLC | 17,087 | $841.0K | 0.04% | −519−2.9% | Reduced |
| Buckingham Strategic Partners | 17,072 | $840.3K | 0.04% | −654−3.7% | Reduced |
| Fragasso Group Inc. | 16,999 | $836.7K | 0.08% | −2,792−14.1% | Reduced |
| Marcum Wealth, LLC | 16,878 | $830.7K | 0.09% | +1,407+9.1% | Added |
| Mutual Advisors, LLC | 16,837 | $828.7K | 0.03% | −592−3.4% | Reduced |
| GM Advisory Group, Inc. | 16,777 | $825.7K | 0.06% | +451+2.8% | Added |
| Mather Group, LLC. | 16,736 | $823.7K | 0.01% | −2,369−12.4% | Reduced |
| Garrison Point Advisors, LLC | 16,726 | $823.3K | 0.58% | 00.0% | Unchanged |
| Boltwood Capital Management | 16,700 | $822.0K | 0.27% | 00.0% | Unchanged |
| Strategic Investment Advisors | 16,698 | $821.9K | 0.12% | −1,244−6.9% | Reduced |
| Cascade Investment Advisors, Inc. | 16,600 | $817.1K | 0.58% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 16,582 | $816.1K | 0.11% | +10,001+152.0% | Added |
| Peoples Financial Services Corp. | 16,514 | $812.8K | 0.35% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 16,490 | $811.6K | 0.02% | +435+2.7% | Added |
| Lantz Financial LLC | 16,470 | $810.7K | 0.29% | +97+0.6% | Added |
| Douglass Winthrop Advisors, LLC | 16,400 | $807.2K | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 16,393 | $806.9K | 0.27% | −36−0.2% | Reduced |
| Perennial Advisors, LLC | 16,381 | $806.3K | 0.20% | −9−0.1% | Reduced |
| Tobam | 16,347 | $805.0K | 0.07% | −1,653−9.2% | Reduced |
| Heartland Bank & Trust Co | 16,342 | $804.4K | 0.55% | −602−3.6% | Reduced |
| Cypress Wealth Services, LLC | 16,302 | $802.4K | 0.20% | −75−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 16,284 | $801.5K | 0.07% | −299−1.8% | Reduced |
| Lafayette Investments, Inc. | 16,245 | $799.6K | 0.20% | −1,500−8.5% | Reduced |
| Boothbay Fund Management, LLC | 16,163 | $795.5K | 0.03% | −4,999−23.6% | Reduced |
| Keystone Financial Services | 16,109 | $792.9K | 0.37% | +76+0.5% | Added |
| Mainstay Capital Management LLC | 16,107 | $792.8K | 0.15% | +2,981+22.7% | Added |
| Financial Network Wealth Advisors LLC | 16,046 | $789.8K | 0.84% | +16,046 | New |
| First National Bank Sioux Falls | 15,957 | $785.4K | 0.40% | −2,500−13.5% | Reduced |
| Nicolet Bankshares Inc | 15,918 | $783.5K | 0.21% | −150−0.9% | Reduced |
| Appleton Partners Inc | 15,916 | $783.0K | 0.06% | −1,014−6.0% | Reduced |
| Element Wealth, LLC | 15,889 | $782.0K | 0.49% | −10.0% | Reduced |
| Stock Yards Bank & Trust Co | 15,849 | $780.1K | 0.03% | +665+4.4% | Added |
| Fukoku Mutual Life Insurance Co | 15,848 | $780.0K | 0.06% | 00.0% | Unchanged |
| Triumph Capital Management | 15,840 | $779.7K | 0.33% | −4,085−20.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,832 | $779.3K | 0.07% | +2,311+17.1% | Added |
| AMG National Trust Bank | 15,803 | $777.8K | 0.02% | +687+4.5% | Added |
| Financial Advisory Corp | 15,772 | $776.0K | 0.35% | +2,935+22.9% | Added |
| VCI Wealth Management LLC | 15,713 | $773.4K | 0.47% | +15,713 | New |
| Wealth Alliance | 15,602 | $768.0K | 0.11% | +1,197+8.3% | Added |
| Mesirow Financial Investment Management, Inc. | 15,570 | $766.3K | 0.03% | +15,570 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,528 | $764.3K | 0.15% | +1,575+11.3% | Added |
| M Holdings Securities, Inc. | 15,505 | $763.0K | 0.09% | +25+0.2% | Added |
| Circle Wealth Management, LLC | 15,496 | $762.7K | 0.02% | −1,606−9.4% | Reduced |
| JNBA Financial Advisors | 15,456 | $760.7K | 0.09% | +900+6.2% | Added |
| Becker Capital Management Inc | 15,438 | $759.9K | 0.03% | +260+1.7% | Added |
| Edge Capital Group, LLC | 15,385 | $757.2K | 0.04% | −337−2.1% | Reduced |
| Gilbert & Cook, Inc. | 15,326 | $754.3K | 0.11% | −500−3.2% | Reduced |
| Breakwater Capital Group | 15,452 | $749.9K | 0.21% | +1,798+13.2% | Added |
| Sippican Capital Advisors | 15,233 | $749.8K | 0.59% | +6,940+83.7% | Added |
| Beirne Wealth Consulting Services, LLC | 15,168 | $746.7K | 0.37% | +15,168 | New |
| IVC Wealth Advisors LLC | 15,140 | $745.2K | 0.46% | −2,467−14.0% | Reduced |
| Hutner Capital Management Inc | 15,126 | $744.5K | 0.44% | −1,260−7.7% | Reduced |
| Waldron Private Wealth LLC | 15,013 | $738.9K | 0.04% | +2,203+17.2% | Added |
| Cambridge Trust Co | 15,005 | $738.5K | 0.03% | −268−1.8% | Reduced |
| Graypoint LLC | 15,004 | $738.5K | 0.06% | +2,052+15.8% | Added |
| Jupiter Wealth Management LLC | 15,000 | $738.3K | 0.43% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 14,994 | $738.0K | 0.04% | −2,533−14.5% | Reduced |
| Anchor Investment Management, LLC | 14,981 | $737.4K | 0.08% | +80+0.5% | Added |
| Ridgecrest Wealth Partners, LLC | 14,968 | $736.7K | 0.49% | −373−2.4% | Reduced |
| Highlander Capital Management, LLC | 14,968 | $736.7K | 0.26% | +897+6.4% | Added |
| North Star Investment Management Corp. | 14,950 | $735.8K | 0.06% | −2,936−16.4% | Reduced |
| Jones Financial Companies LLLP | 14,886 | $732.7K | 0.00% | +3,629+32.2% | Added |
| Pearl River Capital, LLC | 14,835 | $730.2K | 0.12% | +14,835 | New |
| Sandy Spring Bank | 14,819 | $729.4K | 0.04% | +5,557+60.0% | Added |
| MTM Investment Management, LLC | 14,806 | $728.8K | 0.33% | +14,806 | New |
| Quotient Wealth Partners, LLC | 14,788 | $727.9K | 0.03% | +14,788 | New |
| Meridian Wealth Management, LLC | 14,766 | $726.8K | 0.05% | −953−6.1% | Reduced |
| Segment Wealth Management, LLC | 14,667 | $721.9K | 0.06% | +14,667 | New |
| Welch Group, LLC | 14,666 | $721.8K | 0.04% | +1,503+11.4% | Added |
| Vertex Planning Partners, LLC | 14,635 | $720.3K | 0.21% | +1,065+7.8% | Added |
| Northwest Wealth Management, LLC | 14,607 | $719.0K | 0.22% | −746−4.9% | Reduced |
| Dakota Wealth Management | 14,586 | $717.9K | 0.03% | −1,200−7.6% | Reduced |
| Sentry Investment Management LLC | 14,553 | $716.0K | 0.31% | −6,655−31.4% | Reduced |
| Boston Trust Walden Corp | 14,515 | $714.4K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 14,418 | $710.0K | 0.10% | −923−6.0% | Reduced |
| McDaniel Terry & Co | 14,408 | $709.0K | 0.07% | −400−2.7% | Reduced |
| Agf Management Ltd | 14,356 | $706.6K | 0.00% | +3,780+35.7% | Added |
| Ingalls & Snyder LLC | 14,341 | $706.0K | 0.03% | −20.0% | Reduced |
| Arkadios Wealth Advisors | 14,336 | $705.6K | 0.06% | −1,010−6.6% | Reduced |
| JT Stratford LLC | 14,319 | $704.8K | 0.16% | −220−1.5% | Reduced |
| Prio Wealth Limited Partnership | 14,309 | $704.3K | 0.02% | +233+1.7% | Added |
| LifeSteps Financial, Inc. | 14,298 | $703.8K | 0.62% | +40.0% | Added |
| Gradient Investments LLC | 14,271 | $702.4K | 0.02% | +49+0.3% | Added |
| MV Capital Management, Inc. | 14,196 | $698.7K | 0.09% | +601+4.4% | Added |