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 |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 7,356 | $362.1K | 0.02% | +638+9.5% | Added |
| Delta Investment Management, LLC | 7,320 | $360.3K | 0.09% | +384+5.5% | Added |
| Meeder Asset Management Inc | 7,300 | $359.3K | 0.03% | +1,923+35.8% | Added |
| First National Bank & Trust Co of Newtown | 7,288 | $358.7K | 0.08% | −148−2.0% | Reduced |
| Lynch & Associates | 7,278 | $358.2K | 0.09% | −181−2.4% | Reduced |
| Wagner Wealth Management, LLC | 7,277 | $358.2K | 0.12% | −42−0.6% | Reduced |
| Schulhoff & Co Inc | 7,270 | $357.8K | 0.17% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 7,267 | $357.7K | 0.26% | +592+8.9% | Added |
| Ullmann Financial Group, Inc. | 7,233 | $356.0K | 0.06% | +997+16.0% | Added |
| Security National Bank of So Dak | 7,224 | $355.6K | 0.23% | −1,367−15.9% | Reduced |
| Alpha Family Trust | 7,220 | $355.4K | 0.24% | 00.0% | Unchanged |
| Successful Portfolios LLC | 7,218 | $355.3K | 0.27% | +1,791+33.0% | Added |
| Visionary Wealth Advisors | 7,204 | $354.6K | 0.03% | −533−6.9% | Reduced |
| Journey Strategic Wealth LLC | 7,193 | $354.0K | 0.02% | +7,193 | New |
| Founders Financial Alliance, LLC | 7,190 | $353.9K | 0.14% | −325−4.3% | Reduced |
| BancorpSouth Bank | 7,181 | $353.4K | 0.03% | −23−0.3% | Reduced |
| Zullo Investment Group, Inc. | 7,163 | $352.6K | 0.18% | +99+1.4% | Added |
| Washington Trust Advisors, Inc. | 7,150 | $351.9K | 0.03% | +100+1.4% | Added |
| Advisor OS, LLC | 7,146 | $351.8K | 0.05% | +845+13.4% | Added |
| Richard W. Paul & Associates, LLC | 7,142 | $351.5K | 0.15% | −169−2.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 7,167 | $351.5K | 0.08% | +1,140+18.9% | Added |
| Main Street Financial Solutions, LLC | 7,127 | $350.8K | 0.05% | −382−5.1% | Reduced |
| New Hampshire Trust | 7,105 | $349.7K | 0.08% | −550−7.2% | Reduced |
| Nichols & Pratt Advisers LLP | 7,100 | $349.5K | 0.02% | −1,300−15.5% | Reduced |
| Zacks Investment Management | 7,092 | $349.1K | 0.00% | −2,307−24.5% | Reduced |
| Partners Capital Investment Group, LLP | 7,079 | $348.4K | 0.01% | +7,079 | New |
| Benchmark Financial Wealth Advisors, LLC | 7,052 | $347.1K | 0.15% | +56+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,116 | $347.0K | 0.08% | +7,116 | New |
| Core Alternative Capital | 7,042 | $346.6K | 0.06% | −428−5.7% | Reduced |
| Kearns & Associates LLC | 7,000 | $344.5K | 0.29% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 7,075 | $344.3K | 0.18% | −2,000−22.0% | Reduced |
| Westhampton Capital, LLC | 6,990 | $344.0K | 0.20% | 00.0% | Unchanged |
| Well Done, LLC | 6,952 | $342.2K | 0.07% | +187+2.8% | Added |
| Transamerica Financial Advisors, Inc. | 6,945 | $342.0K | 0.05% | −1,250−15.3% | Reduced |
| Proficio Capital Partners LLC | 6,939 | $341.5K | 0.04% | +126+1.8% | Added |
| S.A. Mason LLC | 6,936 | $341.4K | 0.23% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,928 | $341.0K | 0.03% | −1,960−22.1% | Reduced |
| Ausdal Financial Partners, Inc. | 6,924 | $340.8K | 0.04% | −76−1.1% | Reduced |
| Ssi Investment Management LLC | 6,917 | $340.5K | 0.03% | −11−0.2% | Reduced |
| John W. Brooker & Co., CPAs | 6,904 | $339.8K | 0.20% | 00.0% | Unchanged |
| New Republic Capital, LLC | 6,899 | $339.6K | 0.24% | +64+0.9% | Added |
| Thrive Wealth Management, LLC | 6,881 | $338.7K | 0.08% | +1,386+25.2% | Added |
| Bouchey Financial Group Ltd | 6,880 | $338.6K | 0.04% | +203+3.0% | Added |
| Enterprise Financial Services Corp | 6,870 | $338.1K | 0.21% | +59+0.9% | Added |
| Check Capital Management Inc | 6,863 | $337.8K | 0.03% | −3,106−31.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 6,855 | $337.4K | 0.24% | −381−5.3% | Reduced |
| MONECO Advisors, LLC | 6,841 | $336.7K | 0.06% | −583−7.9% | Reduced |
| Smith, Moore & Co. | 6,827 | $336.0K | 0.04% | −2,000−22.7% | Reduced |
| Evolution Advisers, Inc. | 6,812 | $336.0K | 0.21% | +10.0% | Added |
| Founders Capital Management | 6,813 | $335.3K | 0.24% | −51−0.7% | Reduced |
| Morris Financial Concepts, Inc. | 6,811 | $335.2K | 0.19% | +6,811 | New |
| Wayfinding Financial, LLC | 6,826 | $335.0K | 0.23% | −548−7.4% | Reduced |
| Summit Asset Management, LLC | 6,800 | $334.7K | 0.08% | −1,520−18.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,788 | $334.1K | 0.03% | −380−5.3% | Reduced |
| Berger Financial Group, Inc | 6,770 | $333.2K | 0.03% | −415−5.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,636 | $333.0K | 0.00% | −495−6.9% | Reduced |
| Drexel Morgan & Co. | 6,747 | $332.1K | 0.08% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6,746 | $332.0K | 0.16% | +219+3.4% | Added |
| Field & Main Bank | 6,745 | $332.0K | 0.14% | +175+2.7% | Added |
| ERTS Wealth Advisors, LLC | 6,733 | $331.4K | 0.07% | +228+3.5% | Added |
| CMG Global Holdings, LLC | 6,363 | $331.1K | 0.24% | −8−0.1% | Reduced |
| AlTi Global, Inc. | 6,705 | $330.0K | 0.01% | +6,705 | New |
| Gratus Capital LLC | 6,704 | $330.0K | 0.02% | −2,074−23.6% | Reduced |
| Baldwin Brothers Inc | 6,700 | $329.8K | 0.03% | −1,000−13.0% | Reduced |
| Arbor Investment Advisors, LLC | 6,671 | $328.4K | 0.05% | −1,168−14.9% | Reduced |
| Lincoln Capital LLC | 6,665 | $328.1K | 0.08% | −38−0.6% | Reduced |
| E&G Advisors, LP | 6,653 | $327.5K | 0.12% | −565−7.8% | Reduced |
| Epiq Partners, LLC | 6,650 | $327.3K | 0.23% | +6,650 | New |
| UMA Financial Services, Inc. | 6,743 | $327.3K | 0.07% | −27−0.4% | Reduced |
| BNC Wealth Management, LLC | 6,606 | $325.1K | 0.15% | +36+0.5% | Added |
| Confluence Wealth Services, Inc. | 6,605 | $325.1K | 0.04% | −718−9.8% | Reduced |
| Baron Wealth Management LLC | 6,598 | $324.8K | 0.18% | +511+8.4% | Added |
| Heritage Investment Group, Inc. | 6,574 | $324.0K | 0.07% | −251−3.7% | Reduced |
| LBMC Investment Advisors, LLC | 6,556 | $322.7K | 0.03% | 00.0% | Unchanged |
| ERn Financial, LLC | 6,944 | $322.5K | 0.06% | +6,944 | New |
| Jefferies Financial Group Inc. | 6,515 | $320.7K | 0.01% | −44,626−87.3% | Reduced |
| Granite Bay Wealth Management, LLC | 7,021 | $320.0K | 0.00% | +7,021 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,500 | $319.9K | 0.27% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 6,500 | $319.9K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,475 | $318.7K | 0.02% | +1,297+25.0% | Added |
| Stiles Financial Services Inc | 6,461 | $318.0K | 0.14% | +44+0.7% | Added |
| Guardian Wealth Advisors, LLC | 6,423 | $316.1K | 0.05% | +824+14.7% | Added |
| CKW Financial Group | 6,400 | $315.0K | 0.04% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 6,395 | $314.8K | 0.04% | +10+0.2% | Added |
| Fortem Financial Group, LLC | 6,380 | $314.0K | 0.16% | −567−8.2% | Reduced |
| Kure Advisory, LLC | 6,339 | $312.0K | 0.16% | −127−2.0% | Reduced |
| Brown Miller Wealth Management, LLC | 6,338 | $312.0K | 0.16% | −995−13.6% | Reduced |
| Arrow Financial Corp | 6,334 | $311.8K | 0.03% | −438−6.5% | Reduced |
| Guyasuta Investment Advisors Inc | 6,331 | $311.6K | 0.02% | −442−6.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 6,330 | $311.6K | 0.19% | +33+0.5% | Added |
| Howe & Rusling Inc | 6,330 | $311.6K | 0.03% | +6,330 | New |
| Fruth Investment Management | 6,318 | $310.0K | 0.09% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6,287 | $309.4K | 0.14% | +432+7.4% | Added |
| CoreFirst Bank & Trust | 6,285 | $309.3K | 0.21% | −6,731−51.7% | Reduced |
| Legacy Bridge, LLC | 6,229 | $306.6K | 0.20% | −675−9.8% | Reduced |
| Simon Quick Advisors, LLC | 6,213 | $305.8K | 0.03% | −2,618−29.6% | Reduced |
| Sunflower Bank, N.A. | 6,207 | $305.5K | 0.07% | −51−0.8% | Reduced |
| DF Dent & Co Inc | 6,206 | $305.5K | 0.00% | −7,265−53.9% | Reduced |
| Cambridge Advisors Inc. | 6,182 | $304.3K | 0.08% | −198−3.1% | Reduced |
| Candriam Luxembourg S.C.A. | 6,176 | $304.0K | 0.00% | −2,852−31.6% | Reduced |