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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 6,166 | $303.5K | 0.04% | −19−0.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,157 | $303.0K | 0.12% | −730−10.6% | Reduced |
| Financial Perspectives, Inc | 6,152 | $302.8K | 0.12% | +10.0% | Added |
| Legacy Private Trust Co. | 6,150 | $302.7K | 0.02% | −11,725−65.6% | Reduced |
| Millennium Capital Advisors, LLC | 6,150 | $302.7K | 0.23% | 00.0% | Unchanged |
| West Oak Capital, LLC | 6,375 | $302.0K | 0.14% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 6,126 | $301.5K | 0.08% | +6,126 | New |
| Vicus Capital | 6,120 | $301.2K | 0.03% | −1,967−24.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,103 | $300.4K | 0.13% | +3,005+97.0% | Added |
| Riverbridge Partners LLC | 6,100 | $300.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6,093 | $299.9K | 0.14% | −1,174−16.2% | Reduced |
| Hemington Wealth Management | 6,045 | $298.0K | 0.12% | +6,045 | New |
| APCM Wealth Management for Individuals | 6,046 | $297.6K | 0.05% | −3,023−33.3% | Reduced |
| SeaBridge Investment Advisors LLC | 6,045 | $297.5K | 0.09% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 6,045 | $297.5K | 0.04% | +23+0.4% | Added |
| Silvia McColl Wealth Management, LLC | 6,037 | $297.1K | 0.27% | −720−10.7% | Reduced |
| Summit Global Investments | 6,036 | $297.0K | 0.02% | +283+4.9% | Added |
| Duncker Streett & Co Inc | 6,030 | $296.8K | 0.06% | −1,181−16.4% | Reduced |
| Diversified, LLC | 6,022 | $296.4K | 0.06% | +6,022 | New |
| Fenimore Asset Management Inc | 6,000 | $295.3K | 0.01% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 6,000 | $295.3K | 0.28% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 5,998 | $295.2K | 0.12% | −422−6.6% | Reduced |
| First Trust Investment Solutions L.P. | 5,978 | $294.2K | 0.06% | +5,978 | New |
| Kesler, Norman & Wride, LLC | 5,957 | $293.2K | 0.07% | +24+0.4% | Added |
| Atlas Brown,Inc. | 5,946 | $292.7K | 0.12% | +84+1.4% | Added |
| AXS Investments LLC | 5,929 | $291.8K | 0.07% | −705−10.6% | Reduced |
| Syverson Strege & Co | 5,927 | $291.8K | 0.11% | −2,158−26.7% | Reduced |
| Klingenstein Fields & Co LP | 5,923 | $291.5K | 0.01% | −181−3.0% | Reduced |
| Arcataur Capital Management LLC | 5,914 | $291.1K | 0.11% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 5,902 | $290.5K | 0.34% | +5,902 | New |
| Oliver Luxxe Assets LLC | 5,902 | $290.5K | 0.07% | −10−0.2% | Reduced |
| Pioneer Trust Bank N A | 5,900 | $290.4K | 0.09% | −15,000−71.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,897 | $290.3K | 0.06% | +13+0.2% | Added |
| Nations Financial Group Inc, | 5,886 | $289.7K | 0.03% | −73−1.2% | Reduced |
| Seven Mile Advisory | 5,870 | $288.9K | 0.25% | −333−5.4% | Reduced |
| Register Financial Advisors LLC | 5,851 | $288.0K | 0.19% | +595+11.3% | Added |
| Investment Advisory Group, LLC | 5,847 | $287.8K | 0.13% | +104+1.8% | Added |
| Credential Qtrade Securities Inc. | 5,832 | $287.1K | 0.02% | −634−9.8% | Reduced |
| Smithfield Trust Co | 5,828 | $287.0K | 0.02% | −872−13.0% | Reduced |
| Bruce G. Allen Investments, LLC | 5,801 | $285.5K | 0.26% | +5,801 | New |
| SPC Financial, Inc. | 5,799 | $285.4K | 0.03% | +99+1.7% | Added |
| CWA Asset Management Group, LLC | 5,797 | $285.3K | 0.02% | +5,797 | New |
| Strategic Wealth Designers | 5,779 | $284.4K | 0.04% | +54+0.9% | Added |
| E Fund Management Co., Ltd. | 5,731 | $282.1K | 0.02% | +21+0.4% | Added |
| Flputnam Investment Management Co | 5,706 | $280.8K | 0.01% | −2,007−26.0% | Reduced |
| Parsons Capital Management Inc | 5,701 | $280.6K | 0.02% | −1,000−14.9% | Reduced |
| Flagship Harbor Advisors, LLC | 5,696 | $280.3K | 0.02% | −2,082−26.8% | Reduced |
| Ballast, Inc. | 5,690 | $280.1K | 0.10% | 00.0% | Unchanged |
| Patten & Patten Inc | 5,689 | $280.0K | 0.02% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 5,672 | $279.2K | 0.09% | +3+0.1% | Added |
| Family Firm, Inc. | 5,665 | $278.8K | 0.07% | +7+0.1% | Added |
| MSH Capital Advisors LLC | 5,658 | $278.5K | 0.10% | +210+3.9% | Added |
| Nwam LLC | 5,657 | $278.4K | 0.02% | +687+13.8% | Added |
| G2 Capital Management, LLC | 5,647 | $277.9K | 0.09% | +5,647 | New |
| HHM Wealth Advisors, LLC | 5,645 | $277.8K | 0.05% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5,645 | $277.8K | 0.01% | +224+4.1% | Added |
| Relyea Zuckerberg Hanson LLC | 5,627 | $277.0K | 0.05% | +5,627 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,577 | $276.0K | 0.00% | −1,000−15.2% | Reduced |
| Silverlake Wealth Management LLC | 5,605 | $275.9K | 0.15% | −4−0.1% | Reduced |
| Strategic Blueprint, LLC | 5,602 | $275.8K | 0.02% | +429+8.3% | Added |
| Detalus Advisors, LLC | 5,600 | $275.6K | 0.11% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,593 | $275.3K | 0.04% | +5,593 | New |
| Papp L Roy & Associates | 5,567 | $274.0K | 0.03% | −948−14.6% | Reduced |
| Planning Center, Inc. | 5,554 | $273.4K | 0.06% | −132−2.3% | Reduced |
| Powers Advisory Group, LLC | 5,529 | $272.1K | 0.17% | +28+0.5% | Added |
| Denver Wealth Management, Inc. | 5,497 | $270.5K | 0.15% | +35+0.6% | Added |
| Guardian Wealth Management, Inc. | 5,489 | $270.1K | 0.23% | −1,268−18.8% | Reduced |
| Formidable Asset Management, LLC | 5,486 | $270.0K | 0.06% | −1,517−21.7% | Reduced |
| Trustmark National Bank Trust Department | 5,483 | $269.9K | 0.02% | −691−11.2% | Reduced |
| Evernest Financial Advisors, LLC | 5,459 | $268.7K | 0.14% | +5,459 | New |
| Eagle Harbor Asset Management Inc | 5,457 | $268.6K | 0.31% | +20+0.4% | Added |
| Howard Capital Management Group, LLC | 5,450 | $268.2K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 5,441 | $267.8K | 0.07% | −717−11.6% | Reduced |
| JJJ Advisors Inc. | 5,432 | $267.4K | 0.06% | −476−8.1% | Reduced |
| Chapin Davis, Inc. | 5,422 | $266.9K | 0.11% | −127−2.3% | Reduced |
| Weinberger Asset Management, Inc | 5,415 | $266.5K | 0.14% | +109+2.1% | Added |
| Bank of Hawaii | 5,414 | $266.5K | 0.01% | −5,732−51.4% | Reduced |
| Crabel Capital Management, LLC | 5,407 | $266.0K | 0.13% | +5,407 | New |
| Fortitude Family Office, LLC | 5,396 | $265.6K | 0.20% | +5,396 | New |
| Bridgewealth Advisory Group, LLC | 5,392 | $265.4K | 0.20% | −398−6.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 5,394 | $265.0K | 0.13% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 5,363 | $264.0K | 0.12% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,360 | $263.8K | 0.05% | +5,360 | New |
| Forte Capital LLC | 5,345 | $263.1K | 0.04% | +5,345 | New |
| Angeles Investment Advisors, LLC | 5,342 | $262.9K | 0.02% | +321+6.4% | Added |
| Mosaic Family Wealth Partners, LLC | 5,329 | $262.3K | 0.05% | +16+0.3% | Added |
| Magnus Financial Group LLC | 5,317 | $261.7K | 0.03% | +40+0.8% | Added |
| Hardy Reed LLC | 5,313 | $261.5K | 0.04% | −106−2.0% | Reduced |
| Allen Capital Group, LLC | 5,311 | $261.4K | 0.04% | +5,311 | New |
| Weaver Consulting Group | 5,308 | $261.3K | 0.11% | 00.0% | Unchanged |
| Constitution Capital LLC | 5,300 | $260.9K | 0.16% | 00.0% | Unchanged |
| Raelipskie Partnership | 5,300 | $260.9K | 0.16% | +5,300 | New |
| Colonial Trust Advisors | 5,272 | $259.5K | 0.03% | +18+0.3% | Added |
| Wallace Capital Management Inc. | 5,268 | $259.3K | 0.04% | −742−12.3% | Reduced |
| Consolidated Planning Corp | 5,267 | $259.2K | 0.05% | +5,267 | New |
| Westpac Banking Corp | 5,256 | $258.7K | 0.02% | +5,256 | New |
| Caldwell Sutter Capital, Inc. | 5,250 | $258.4K | 0.13% | +124+2.4% | Added |
| Brave Warrior Advisors, LLC | 5,250 | $258.4K | 0.01% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,243 | $258.1K | 0.10% | −2,000−27.6% | Reduced |
| Beach Investment Counsel Inc | 5,233 | $258.0K | 0.03% | −9,554−64.6% | Reduced |