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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 9,310 | $458.2K | 0.04% | −828−8.2% | Reduced |
| Front Street Capital Management, Inc. | 9,286 | $457.0K | 0.09% | −218−2.3% | Reduced |
| Manchester Capital Management LLC | 9,246 | $455.1K | 0.06% | +436+4.9% | Added |
| Advisors Management Group Inc | 9,220 | $454.0K | 0.12% | −119−1.3% | Reduced |
| Belmont Capital, LLC | 9,204 | $453.0K | 0.19% | +4,425+92.6% | Added |
| Humankind Investments LLC | 9,193 | $452.5K | 0.13% | −170−1.8% | Reduced |
| Royal Fund Management, LLC | 9,175 | $451.6K | 0.06% | +51+0.6% | Added |
| Texas Capital Bancshares Inc | 9,164 | $451.1K | 0.24% | −111−1.2% | Reduced |
| LVW Advisors, LLC | 9,152 | $450.5K | 0.08% | −553−5.7% | Reduced |
| Aaron Wealth Advisors | 9,129 | $449.3K | 0.07% | +7+0.1% | Added |
| Fairview Capital Investment Management, LLC | 9,117 | $448.7K | 0.03% | −200−2.1% | Reduced |
| Harbor Investment Advisory, LLC | 9,083 | $447.1K | 0.05% | −15−0.2% | Reduced |
| Steele Capital Management, Inc. | 9,032 | $444.6K | 0.03% | +9,032 | New |
| Cim Investment Mangement Inc | 9,029 | $444.4K | 0.14% | 00.0% | Unchanged |
| Simmons Bank | 9,005 | $443.2K | 0.04% | −5,199−36.6% | Reduced |
| Regatta Capital Group, LLC | 9,001 | $443.0K | 0.12% | +558+6.6% | Added |
| Claar Advisors LLC | 9,000 | $443.0K | 0.16% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 8,962 | $441.1K | 0.21% | +74+0.8% | Added |
| Cutler Investment Counsel LLC | 8,961 | $441.1K | 0.06% | +825+10.1% | Added |
| Ascent Group, LLC | 8,996 | $440.1K | 0.04% | +195+2.2% | Added |
| Benjamin Edwards Inc | 8,927 | $439.0K | 0.10% | +8,804+7,157.7% | Added |
| Addison Capital Co | 8,911 | $438.6K | 0.27% | +8,911 | New |
| Keystone Financial Group | 8,896 | $437.9K | 0.08% | −299−3.3% | Reduced |
| Spectrum Wealth Counsel, LLC | 8,885 | $437.3K | 0.06% | +8,885 | New |
| Catalyst Financial Partners LLC | 8,884 | $437.3K | 0.12% | +593+7.2% | Added |
| Vontobel Asset Management Inc | 8,883 | $437.2K | 0.00% | −120−1.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $436.8K | 0.20% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 8,865 | $436.3K | 0.26% | −2,486−21.9% | Reduced |
| Davis R M Inc | 8,836 | $434.9K | 0.01% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 8,800 | $433.1K | 0.11% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 8,788 | $432.5K | 0.02% | −290−3.2% | Reduced |
| Cahill Financial Advisors Inc | 8,761 | $431.2K | 0.06% | −2,528−22.4% | Reduced |
| Hudock, Inc. | 8,759 | $431.1K | 0.09% | +20.0% | Added |
| Northeast Investment Management | 8,735 | $429.9K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,734 | $429.9K | 0.08% | +33+0.4% | Added |
| Biltmore Family Office, LLC | 8,704 | $428.4K | 0.09% | 00.0% | Unchanged |
| Summa Corp. | 8,700 | $428.2K | 0.30% | +8,700 | New |
| Bray Capital Advisors | 8,692 | $427.8K | 0.12% | +7+0.1% | Added |
| SNS Financial Group, LLC | 8,657 | $426.1K | 0.05% | +917+11.8% | Added |
| Prentice Wealth Management LLC | 8,616 | $424.1K | 0.17% | +165+2.0% | Added |
| Grayhawk Investment Strategies Inc. | 8,564 | $421.5K | 0.22% | +8,564 | New |
| Vontobel Holding Ltd. | 8,561 | $421.4K | 0.00% | −66,302−88.6% | Reduced |
| Altfest L J & Co Inc | 8,526 | $420.0K | 0.06% | −1,842−17.8% | Reduced |
| Intrust Bank NA | 8,514 | $419.1K | 0.05% | +20+0.2% | Added |
| Doliver Advisors, LP | 8,509 | $418.8K | 0.13% | −711−7.7% | Reduced |
| First National Bank | 8,494 | $418.1K | 0.33% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 8,461 | $416.4K | 0.41% | +8,461 | New |
| Lakeside Advisors, INC. | 8,400 | $413.5K | 0.29% | −224−2.6% | Reduced |
| Spinnaker Trust | 8,390 | $413.0K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 8,381 | $412.5K | 0.05% | +1,067+14.6% | Added |
| RB Capital Management, LLC | 8,365 | $411.7K | 0.12% | −77−0.9% | Reduced |
| Pacifica Capital Investments, LLC | 8,335 | $410.0K | 0.12% | −500−5.7% | Reduced |
| Pin Oak Investment Advisors Inc | 8,329 | $410.0K | 0.42% | −34−0.4% | Reduced |
| Everhart Financial Group, Inc. | 8,298 | $408.4K | 0.14% | −561−6.3% | Reduced |
| Cohen Capital Management, Inc. | 8,274 | $407.2K | 0.08% | 00.0% | Unchanged |
| STAR Financial Bank | 8,257 | $406.4K | 0.37% | 00.0% | Unchanged |
| Wealth Architects, LLC | 8,212 | $404.2K | 0.06% | +1,633+24.8% | Added |
| Headlands Technologies LLC | 8,177 | $402.5K | 0.12% | +8,177 | New |
| Asahi Life Asset Management Co., Ltd. | 8,170 | $402.1K | 0.22% | −6,110−42.8% | Reduced |
| Campion Asset Management LLC | 8,165 | $401.9K | 0.34% | −460−5.3% | Reduced |
| Stratos Wealth Advisors, LLC | 8,149 | $401.1K | 0.02% | −12,880−61.2% | Reduced |
| Valmark Advisers, Inc. | 8,127 | $400.0K | 0.01% | −6,635−44.9% | Reduced |
| Lauterbach Financial Advisors, LLC | 8,086 | $398.0K | 0.28% | −2,249−21.8% | Reduced |
| Cornerstone Advisory, LLC | 8,075 | $397.5K | 0.06% | +698+9.5% | Added |
| Heritage Trust Co | 8,073 | $397.4K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 8,065 | $397.0K | 0.12% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 8,046 | $396.0K | 0.04% | −530−6.2% | Reduced |
| Occidental Asset Management, LLC | 8,042 | $395.8K | 0.08% | +31+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 8,028 | $395.1K | 0.28% | −68−0.8% | Reduced |
| MKT Advisors LLC | 7,910 | $394.9K | 0.26% | −31−0.4% | Reduced |
| BancFirst Trust & Investment Management | 7,976 | $394.7K | 0.18% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 7,997 | $393.6K | 0.04% | +110+1.4% | Added |
| Icon Wealth Advisors, LLC | 7,897 | $388.7K | 0.04% | +7,897 | New |
| Pine Valley Investments Ltd Liability Co | 7,896 | $388.6K | 0.03% | −148−1.8% | Reduced |
| Pinebridge Investments, L.P. | 7,829 | $385.3K | 0.00% | −67,950−89.7% | Reduced |
| PDS Planning, Inc | 7,825 | $385.1K | 0.04% | −1,141−12.7% | Reduced |
| Weil Company, Inc. | 7,809 | $384.4K | 0.17% | 00.0% | Unchanged |
| Sky Investment Group LLC | 7,795 | $383.7K | 0.08% | −170−2.1% | Reduced |
| XTX Topco Ltd | 7,779 | $382.9K | 0.08% | +7,779 | New |
| Legacy Advisors, LLC | 7,776 | $382.7K | 0.05% | +7,776 | New |
| Waddell & Associates, LLC | 7,734 | $382.1K | 0.05% | −738−8.7% | Reduced |
| Ghe, LLC | 7,733 | $381.0K | 0.24% | −100−1.3% | Reduced |
| First Dallas Securities Inc. | 7,700 | $379.0K | 0.20% | +7,700 | New |
| Van Strum & Towne Inc. | 7,639 | $376.0K | 0.15% | −625−7.6% | Reduced |
| Kathmere Capital Management, LLC | 7,592 | $373.7K | 0.05% | +344+4.7% | Added |
| West Branch Capital LLC | 7,582 | $373.2K | 0.18% | −1,554−17.0% | Reduced |
| AlphaCore Capital LLC | 7,554 | $371.8K | 0.05% | +12+0.2% | Added |
| PFG Investments, LLC | 7,511 | $369.7K | 0.07% | −2,477−24.8% | Reduced |
| Retirement Group, LLC | 7,510 | $369.6K | 0.15% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 7,510 | $369.6K | 0.21% | +7,510 | New |
| Icapital Wealth LLC | 7,500 | $369.1K | 0.24% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 7,495 | $368.9K | 0.34% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,465 | $367.4K | 0.01% | +1,232+19.8% | Added |
| Cipher Capital LP | 7,455 | $366.9K | 0.12% | +7,455 | New |
| Red Door Wealth Management, LLC | 7,435 | $366.0K | 0.08% | −39−0.5% | Reduced |
| Tucker Asset Management LLC | 7,430 | $365.7K | 0.09% | +703+10.5% | Added |
| New Jersey Better Educational Savings Trust | 7,401 | $364.3K | 0.77% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 7,400 | $364.2K | 0.13% | 00.0% | Unchanged |
| Cowa, LLC | 7,400 | $364.2K | 0.23% | 00.0% | Unchanged |
| Bailard, Inc. | 7,356 | $362.1K | 0.01% | −325−4.2% | Reduced |