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 |
|---|---|---|---|---|---|
| Cumberland Advisors Inc | 11,300 | $556.2K | 0.24% | −1,000−8.1% | Reduced |
| Woodmont Investment Counsel LLC | 11,286 | $555.5K | 0.05% | +97+0.9% | Added |
| Mengis Capital Management, Inc. | 11,284 | $555.4K | 0.10% | +10.0% | Added |
| South State Corp. | 11,234 | $552.9K | 0.05% | −678−5.7% | Reduced |
| Parkside Financial Bank & Trust | 11,233 | $552.9K | 0.10% | +1,433+14.6% | Added |
| Alterna Wealth Management, Inc | 11,219 | $552.2K | 0.66% | 00.0% | Unchanged |
| G&S Capital LLC | 11,218 | $552.2K | 0.26% | −699−5.9% | Reduced |
| Flagstone Financial Management | 11,204 | $551.5K | 0.23% | +800+7.7% | Added |
| Good Life Advisors, LLC | 11,168 | $549.7K | 0.05% | +63+0.6% | Added |
| Redwood Investment Management, LLC | 11,149 | $549.0K | 0.05% | +11,149 | New |
| Bristlecone Advisors, LLC | 11,134 | $548.0K | 0.06% | −8,899−44.4% | Reduced |
| Ameritas Advisory Services, LLC | 11,164 | $547.7K | 0.03% | −10,857−49.3% | Reduced |
| Alliance Wealth Advisors, LLC | 11,119 | $547.3K | 0.36% | −95−0.8% | Reduced |
| First Nebraska Trust Co | 11,116 | $547.1K | 0.06% | −100−0.9% | Reduced |
| MCF Advisors LLC | 11,113 | $547.0K | 0.04% | +1,737+18.5% | Added |
| Trust Co of Vermont | 11,096 | $546.1K | 0.04% | −566−4.9% | Reduced |
| River Wealth Advisors LLC | 11,093 | $546.0K | 0.09% | −1,482−11.8% | Reduced |
| Canandaigua National Bank & Trust Co | 11,062 | $544.5K | 0.08% | −65−0.6% | Reduced |
| Traynor Capital Management, Inc. | 11,059 | $544.3K | 0.06% | +2,533+29.7% | Added |
| Valtinson Bruner Financial Planning LLC | 11,052 | $544.0K | 0.28% | −30.0% | Reduced |
| World Equity Group, Inc. | 11,016 | $542.2K | 0.11% | +1,934+21.3% | Added |
| Crawford Investment Counsel Inc | 11,016 | $542.2K | 0.01% | +2,799+34.1% | Added |
| Summit Financial, LLC | 10,950 | $539.0K | 0.04% | +10+0.1% | Added |
| Aviso Wealth Management | 10,949 | $538.9K | 0.39% | +10,949 | New |
| Lee Financial Co | 10,899 | $536.5K | 0.09% | +129+1.2% | Added |
| Kovack Advisors, Inc. | 10,870 | $535.0K | 0.06% | +590+5.7% | Added |
| Quent Capital, LLC | 10,865 | $534.8K | 0.07% | +542+5.3% | Added |
| Chicago Trust Co NA | 10,829 | $533.0K | 0.12% | −53−0.5% | Reduced |
| CIC Wealth, LLC | 10,813 | $532.2K | 0.17% | −4,314−28.5% | Reduced |
| Radnor Capital Management, LLC | 10,816 | $532.0K | 0.10% | −53−0.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,785 | $531.0K | 0.16% | −387−3.5% | Reduced |
| TCTC Holdings, LLC | 10,764 | $529.8K | 0.02% | −515−4.6% | Reduced |
| Mechanics Bank Trust Department | 10,738 | $528.5K | 0.08% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 10,717 | $527.5K | 0.12% | −63−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 10,707 | $527.0K | 0.01% | −1,777−14.2% | Reduced |
| Platform Technology Partners | 10,699 | $523.4K | 0.20% | −30−0.3% | Reduced |
| Hikari Tsushin, Inc. | 10,631 | $523.3K | 0.05% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 10,564 | $520.0K | 0.01% | −115−1.1% | Reduced |
| Coastal Bridge Advisors, LLC | 10,552 | $519.4K | 0.13% | +89+0.9% | Added |
| LGT Financial Advisors LLC | 10,532 | $518.4K | 0.63% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 10,503 | $518.0K | 0.04% | +8,386+396.1% | Added |
| Symmetry Investments LP | 10,516 | $517.6K | 0.09% | −20,465−66.1% | Reduced |
| Osborne Partners Capital Management, LLC | 10,501 | $516.9K | 0.03% | −454−4.1% | Reduced |
| Sivia Capital Partners, LLC | 10,486 | $516.1K | 0.39% | +10,486 | New |
| Abel Hall, LLC | 10,480 | $515.8K | 0.44% | +10,480 | New |
| Tarbox Family Office, Inc. | 10,472 | $515.4K | 0.10% | +53+0.5% | Added |
| Global Trust Asset Management, LLC | 10,459 | $514.8K | 0.23% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 10,423 | $513.0K | 0.14% | +1,591+18.0% | Added |
| Hancock Whitney Corp | 10,410 | $512.4K | 0.02% | −485−4.5% | Reduced |
| Beaton Management Co. Inc. | 10,400 | $512.0K | 0.31% | −650−5.9% | Reduced |
| Institute for Wealth Management, LLC. | 10,387 | $511.2K | 0.08% | −155−1.5% | Reduced |
| Verum Partners LLC | 10,373 | $510.5K | 0.20% | +985+10.5% | Added |
| Harmony Asset Management LLC | 10,337 | $508.8K | 0.22% | +10,337 | New |
| Hodges Capital Management Inc. | 10,325 | $508.0K | 0.03% | −1,575−13.2% | Reduced |
| Tyche Wealth Partners LLC | 10,252 | $504.6K | 0.12% | +10,252 | New |
| Stephenson National Bank & Trust | 10,248 | $504.4K | 0.25% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 10,248 | $504.0K | 0.16% | −1,791−14.9% | Reduced |
| Monticello Wealth Management, LLC | 10,222 | $503.1K | 0.05% | +1,241+13.8% | Added |
| McCarthy Asset Management, Inc. | 10,201 | $502.1K | 0.32% | −241−2.3% | Reduced |
| GFS Advisors, LLC | 10,208 | $502.0K | 0.07% | −13,120−56.2% | Reduced |
| Simplicity Wealth,LLC | 10,169 | $500.5K | 0.19% | +2,916+40.2% | Added |
| Punch & Associates Investment Management, Inc. | 10,160 | $500.1K | 0.03% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 10,150 | $499.6K | 0.07% | −1,758−14.8% | Reduced |
| WealthPlan Investment Management, LLC | 10,137 | $499.0K | 0.08% | −18,898−65.1% | Reduced |
| Provence Wealth Management Group | 10,133 | $498.8K | 0.27% | +1,062+11.7% | Added |
| Athena Investment Management | 10,130 | $498.6K | 0.32% | −75−0.7% | Reduced |
| OneAscent Wealth Management LLC | 10,063 | $495.0K | 0.20% | +1,379+15.9% | Added |
| Monument Capital Management | 10,019 | $493.1K | 0.16% | −29−0.3% | Reduced |
| Aull & Monroe Investment Management Corp | 10,017 | $493.0K | 0.24% | −680−6.4% | Reduced |
| Iron Horse Wealth Management, LLC | 10,005 | $492.4K | 0.22% | −550−5.2% | Reduced |
| Webster Bank, N. A. | 9,951 | $489.8K | 0.06% | +676+7.3% | Added |
| Sherbrooke Park Advisers LLC | 9,934 | $489.0K | 0.23% | +81+0.8% | Added |
| WealthShield Partners, LLC | 9,911 | $487.8K | 0.08% | +102+1.0% | Added |
| Alta Advisers Ltd | 9,900 | $487.3K | 0.26% | 00.0% | Unchanged |
| Denali Advisors LLC | 9,900 | $487.3K | 0.15% | +9,900 | New |
| Financial Engines Advisors L.L.C. | 9,837 | $484.2K | 0.00% | +1,226+14.2% | Added |
| Bedel Financial Consulting, Inc. | 9,819 | $483.3K | 0.09% | +25+0.3% | Added |
| Sweet Financial Partners, LLC | 9,795 | $482.1K | 0.11% | −46−0.5% | Reduced |
| Tocqueville Asset Management L.P. | 9,766 | $480.7K | 0.01% | −984−9.2% | Reduced |
| Tributary Capital Management, LLC | 9,750 | $479.9K | 0.04% | +1,000+11.4% | Added |
| SilverOak Wealth Management LLC | 9,695 | $477.2K | 0.13% | +9,695 | New |
| Royal Capital Wealth Management, LLC | 9,662 | $475.5K | 0.41% | +16+0.2% | Added |
| Childress Capital Advisors, LLC | 9,647 | $474.8K | 0.14% | +784+8.8% | Added |
| Plancorp, LLC | 9,609 | $473.0K | 0.02% | +429+4.7% | Added |
| Onefund, LLC | 9,605 | $472.8K | 0.61% | +9,605 | New |
| Hartford Financial Management Inc. | 9,595 | $472.3K | 0.11% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 9,580 | $472.0K | 0.26% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 9,555 | $470.3K | 0.14% | −175−1.8% | Reduced |
| Cannell Peter B & Co Inc | 9,550 | $470.1K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 9,550 | $470.1K | 0.30% | 00.0% | Unchanged |
| Verity & Verity, LLC | 9,510 | $468.1K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 9,495 | $467.3K | 0.16% | +97+1.0% | Added |
| Exencial Wealth Advisors, LLC | 9,472 | $466.2K | 0.02% | +782+9.0% | Added |
| Linscomb & Williams, Inc. | 9,464 | $465.8K | 0.03% | +716+8.2% | Added |
| Atwood & Palmer Inc | 9,448 | $465.0K | 0.04% | +28+0.3% | Added |
| Sage Mountain Advisors LLC | 9,409 | $463.1K | 0.05% | −59−0.6% | Reduced |
| Winning Points Advisors, LLC | 9,406 | $463.0K | 0.71% | +400+4.4% | Added |
| Financial Advisory Service, Inc. | 9,384 | $461.9K | 0.04% | +967+11.5% | Added |
| Fort Point Capital Partners LLC | 9,379 | $461.6K | 0.07% | +312+3.4% | Added |
| Beta Wealth Group, Inc. | 9,311 | $458.3K | 0.24% | +106+1.2% | Added |