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 |
|---|---|---|---|---|---|
| Quadrant Private Wealth Management, LLC | 14,121 | $695.0K | 0.19% | +146+1.0% | Added |
| Brooks, Moore & Associates, Inc. | 14,100 | $694.0K | 0.48% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 14,024 | $690.3K | 0.28% | +12,611+892.5% | Added |
| Cullen Investment Group, Ltd. | 13,988 | $688.5K | 0.12% | +13,988 | New |
| Osterweis Capital Management Inc | 13,896 | $684.0K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 13,858 | $682.1K | 0.09% | +13,858 | New |
| FinTrust Capital Advisors, LLC | 13,849 | $681.6K | 0.14% | +562+4.2% | Added |
| Pointe Capital Management LLC | 13,846 | $681.5K | 0.47% | +131+1.0% | Added |
| Cladis Investment Advisory, LLC | 13,822 | $680.3K | 0.53% | 00.0% | Unchanged |
| Park National Corp | 13,771 | $677.8K | 0.03% | −517−3.6% | Reduced |
| FirstPurpose Wealth LLC | 13,744 | $676.5K | 0.26% | +99+0.7% | Added |
| Kiley Juergens Wealth Management, LLC | 13,730 | $675.8K | 0.23% | −585−4.1% | Reduced |
| Hartford Funds Management Co LLC | 13,709 | $674.8K | 0.07% | +13,709 | New |
| Shakespeare Wealth Management, Inc. | 13,709 | $674.8K | 0.21% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 13,686 | $673.6K | 0.39% | +471+3.6% | Added |
| Pacific Global Investment Management CO | 13,680 | $673.3K | 0.14% | +1,620+13.4% | Added |
| Financial Counselors Inc | 13,661 | $672.4K | 0.01% | −5,649−29.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 13,639 | $671.3K | 0.02% | −2,128−13.5% | Reduced |
| Neumann Capital Management, LLC | 13,622 | $670.5K | 0.27% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 13,617 | $670.2K | 0.63% | −816−5.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,533 | $666.1K | 0.04% | −1,094−7.5% | Reduced |
| Bragg Financial Advisors, Inc | 13,526 | $665.8K | 0.03% | −974−6.7% | Reduced |
| Cardiff Park Advisors, LLC | 13,495 | $664.2K | 0.07% | +21+0.2% | Added |
| Jacobi Capital Management LLC | 13,437 | $661.4K | 0.07% | +38+0.3% | Added |
| C2C Wealth Management, LLC | 13,361 | $661.1K | 0.56% | −1,907−12.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 13,355 | $657.3K | 0.63% | +13,355 | New |
| Vivid Wealth Management, LLC | 13,322 | $655.7K | 0.45% | +13,322 | New |
| Knuff & Co LLC | 13,304 | $654.8K | 0.24% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13,240 | $651.7K | 0.16% | +13,240 | New |
| North Star Asset Management Inc | 13,229 | $651.1K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 13,226 | $651.0K | 0.26% | −2,886−17.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 13,195 | $649.4K | 0.55% | 00.0% | Unchanged |
| Eclectic Associates Inc | 13,185 | $649.0K | 0.31% | −856−6.1% | Reduced |
| Weatherly Asset Management L. P. | 13,170 | $648.2K | 0.07% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13,145 | $647.0K | 0.31% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 13,141 | $646.8K | 0.36% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,131 | $646.3K | 0.12% | −33,987−72.1% | Reduced |
| One Wealth Advisors, LLC | 13,105 | $645.0K | 0.12% | −14,364−52.3% | Reduced |
| Gagnon Securities LLC | 13,056 | $642.6K | 0.15% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 13,023 | $641.0K | 0.03% | +706+5.7% | Added |
| Alliance Wealth Advisors, LLC | 13,010 | $640.4K | 0.22% | −1,616−11.0% | Reduced |
| AIMZ Investment Advisors, LLC | 13,005 | $640.1K | 0.26% | −414−3.1% | Reduced |
| 9258 Wealth Management, LLC | 12,972 | $638.5K | 0.11% | +516+4.1% | Added |
| Concord Wealth Partners | 12,966 | $638.2K | 0.13% | −3,695−22.2% | Reduced |
| Claro Advisors LLC | 12,962 | $638.0K | 0.14% | −1,822−12.3% | Reduced |
| Avantax Planning Partners, Inc. | 12,870 | $633.5K | 0.02% | −8,943−41.0% | Reduced |
| Leonteq Securities AG | 12,854 | $632.7K | 0.08% | +6,169+92.3% | Added |
| Hilltop Holdings Inc. | 12,805 | $630.2K | 0.07% | −119−0.9% | Reduced |
| Family Legacy, Inc. | 12,800 | $630.0K | 0.24% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 12,793 | $629.6K | 0.34% | +12,793 | New |
| Legacy Capital Wealth Partners, LLC | 12,711 | $625.6K | 0.18% | −291−2.2% | Reduced |
| Belpointe Asset Management LLC | 12,702 | $625.2K | 0.05% | −51−0.4% | Reduced |
| Carson Advisory Inc. | 12,669 | $623.6K | 0.48% | −333−2.6% | Reduced |
| Montecito Bank & Trust | 12,667 | $623.5K | 0.13% | −775−5.8% | Reduced |
| Prestige Wealth Management Group LLC | 12,645 | $622.4K | 0.14% | +1,259+11.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 12,631 | $621.7K | 0.04% | 00.0% | Unchanged |
| Allstate Corp | 12,612 | $620.8K | 0.04% | −322−2.5% | Reduced |
| Tranquilli Financial Advisor LLC | 12,595 | $619.9K | 0.44% | +964+8.3% | Added |
| Pettyjohn, Wood & White, Inc | 12,588 | $619.6K | 0.13% | −714−5.4% | Reduced |
| Proequities, Inc. | 12,578 | $619.1K | 0.04% | −188−1.5% | Reduced |
| Bremer Bank National Association | 12,494 | $615.0K | 0.11% | −6,524−34.3% | Reduced |
| Wintrust Investments LLC | 12,431 | $612.0K | 0.06% | −379−3.0% | Reduced |
| Chilton Capital Management LLC | 12,390 | $609.8K | 0.03% | −259−2.0% | Reduced |
| Deseret Mutual Benefit Administrators | 12,291 | $605.0K | 0.35% | −3,987−24.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 12,253 | $603.1K | 0.30% | +1,931+18.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,252 | $603.0K | 0.07% | +246+2.0% | Added |
| Connectus Wealth, LLC | 12,226 | $602.0K | 0.01% | +679+5.9% | Added |
| Jacobs & Co | 12,157 | $598.0K | 0.07% | −225−1.8% | Reduced |
| Fayez Sarofim & Co | 12,429 | $597.3K | 0.00% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 12,134 | $597.2K | 0.17% | +12,134 | New |
| Campbell & CO Investment Adviser LLC | 12,073 | $594.2K | 0.05% | +12,073 | New |
| KG&L Capital Management,LLC | 12,729 | $593.2K | 0.25% | −34,932−73.3% | Reduced |
| Cutler Group LP | 12,058 | $593.0K | 0.08% | −39,392−76.6% | Reduced |
| Basepoint Wealth LLC | 11,950 | $588.2K | 0.47% | −1,034−8.0% | Reduced |
| Zions Bancorporation, N.A. | 11,917 | $586.6K | 0.04% | +300+2.6% | Added |
| Farmers Trust Co | 11,911 | $586.3K | 0.12% | −125−1.0% | Reduced |
| Resource Consulting Group Inc | 11,896 | $585.5K | 0.10% | +11,896 | New |
| MEMBERS Trust Co | 11,811 | $584.4K | 0.02% | +4,950+72.1% | Added |
| Rockland Trust Co | 11,861 | $583.8K | 0.03% | −2,077−14.9% | Reduced |
| Peak Planning Group, LLC | 11,854 | $583.5K | 0.42% | −1,000−7.8% | Reduced |
| Commerzbank Aktiengesellschaft | 11,825 | $582.0K | 0.02% | +11,825 | New |
| Gordian Capital Singapore Pte Ltd | 11,800 | $580.8K | 0.52% | 00.0% | Unchanged |
| PFW Advisors LLC | 11,770 | $579.3K | 0.19% | +739+6.7% | Added |
| Sapient Capital LLC | 11,708 | $576.3K | 0.01% | +11,708 | New |
| Quadcap Wealth Management, LLC | 11,703 | $576.0K | 0.15% | +11,703 | New |
| BBR Partners, LLC | 11,665 | $574.2K | 0.06% | −6,429−35.5% | Reduced |
| Correct Capital Wealth Management | 11,651 | $573.5K | 0.15% | +11,651 | New |
| Leisure Capital Management | 11,641 | $573.0K | 0.31% | −161−1.4% | Reduced |
| All Terrain Financial Advisors, LLC | 11,640 | $572.9K | 0.26% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 11,580 | $570.0K | 0.19% | +1,386+13.6% | Added |
| Sebold Capital Management, Inc. | 11,524 | $567.2K | 0.42% | −1,000−8.0% | Reduced |
| Bridges Investment Management Inc | 11,507 | $566.4K | 0.02% | −1,307−10.2% | Reduced |
| StoneX Group Inc. | 11,477 | $564.9K | 0.06% | −4,226−26.9% | Reduced |
| Farther Finance Advisors, LLC | 11,468 | $564.4K | 0.04% | +5,118+80.6% | Added |
| StrategIQ Financial Group, LLC | 11,457 | $563.9K | 0.06% | −383−3.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,442 | $563.2K | 0.02% | +11,442 | New |
| HCR Wealth Advisors | 11,396 | $560.9K | 0.09% | +1,215+11.9% | Added |
| Econ Financial Services Corp | 11,389 | $560.6K | 0.39% | −34,239−75.0% | Reduced |
| Perennial Investment Advisors, LLC | 11,367 | $559.5K | 0.09% | −505−4.3% | Reduced |
| Legacy Financial Advisors, Inc. | 11,310 | $556.7K | 0.11% | −408−3.5% | Reduced |