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 |
|---|---|---|---|---|---|
| Johnson & White Wealth Management, LLC | 5,249 | $258.0K | 0.21% | +10.0% | Added |
| CFO4Life Group, LLC | 5,232 | $257.5K | 0.05% | −176−3.3% | Reduced |
| Crown Wealth Group, LLC | 5,225 | $257.2K | 0.15% | +5,225 | New |
| Redhawk Wealth Advisors, Inc. | 5,222 | $257.0K | 0.05% | −170−3.2% | Reduced |
| MMBG Investment Advisors Co. | 5,220 | $256.9K | 0.03% | +5,220 | New |
| M&R Capital Management Inc | 5,209 | $256.4K | 0.06% | +10+0.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,179 | $254.9K | 0.07% | −25−0.5% | Reduced |
| Matrix Private Capital Group LLC | 5,158 | $253.9K | 0.19% | −90−1.7% | Reduced |
| Narus Financial Partners, LLC | 5,145 | $253.2K | 0.12% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 5,145 | $253.0K | 0.01% | +5,145 | New |
| Advisory Alpha, LLC | 5,131 | $252.6K | 0.01% | −95−1.8% | Reduced |
| Patton Albertson Miller Group, LLC | 5,127 | $252.4K | 0.04% | −278−5.1% | Reduced |
| Bank Hapoalim BM | 5,115 | $252.0K | 0.03% | −2,545−33.2% | Reduced |
| Burt Wealth Advisors | 5,117 | $251.9K | 0.07% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,116 | $251.8K | 0.08% | +69+1.4% | Added |
| Key Client Fiduciary Advisors, LLC | 5,112 | $251.6K | 0.15% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 5,108 | $251.4K | 0.08% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 5,106 | $251.3K | 0.13% | +5,106 | New |
| Ipswich Investment Management Co., Inc. | 5,101 | $251.1K | 0.06% | −300−5.6% | Reduced |
| Black Maple Capital Management LP | 5,100 | $251.0K | 0.23% | −1,000−16.4% | Reduced |
| Verus Capital Partners, LLC | 5,085 | $250.3K | 0.03% | −353−6.5% | Reduced |
| Levin Capital Strategies, L.P. | 5,077 | $249.9K | 0.03% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,073 | $249.7K | 0.11% | +5+0.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,064 | $249.3K | 0.05% | +5,064 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,062 | $249.1K | 0.00% | −58−1.1% | Reduced |
| Avaii Wealth Management, LLC | 5,059 | $249.0K | 0.16% | −24−0.5% | Reduced |
| Harvest Fund Management Co., Ltd | 5,051 | $249.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,045 | $248.3K | 0.05% | −1,421−22.0% | Reduced |
| Alternative Investment Advisors, LLC. | 5,042 | $248.2K | 0.16% | −120−2.3% | Reduced |
| West Wealth Group, LLC | 5,026 | $247.4K | 0.10% | +24+0.5% | Added |
| Indiana Trust & Investment Management CO | 5,015 | $246.8K | 0.11% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 5,014 | $246.8K | 0.06% | −480−8.7% | Reduced |
| Marino, Stram & Associates LLC | 5,008 | $246.5K | 0.06% | −24−0.5% | Reduced |
| Motiv8 Investments LLC | 5,005 | $246.3K | 0.22% | +5,005 | New |
| Triad Investment Management | 5,000 | $246.1K | 0.32% | −14,036−73.7% | Reduced |
| Capital Square, LLC | 5,000 | $246.1K | 0.28% | −3,018−37.6% | Reduced |
| Puzo Michael J | 5,000 | $246.1K | 0.08% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 5,000 | $246.1K | 0.08% | 00.0% | Unchanged |
| HC Advisors, LLC | 4,988 | $245.5K | 0.14% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 4,984 | $245.3K | 0.08% | −1,697−25.4% | Reduced |
| Encompass Wealth Advisors, LLC | 4,977 | $245.0K | 0.07% | +4,977 | New |
| Imprint Wealth LLC | 4,951 | $244.5K | 0.20% | −1,076−17.9% | Reduced |
| McAdam, LLC | 4,968 | $244.5K | 0.02% | −113−2.2% | Reduced |
| 1858 Wealth Management, LLC | 4,963 | $244.3K | 0.23% | +4,963 | New |
| Cornerstone Wealth Advisors, Inc. | 4,949 | $243.6K | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 4,915 | $241.9K | 0.03% | −1,860−27.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,911 | $241.7K | 0.07% | −756−13.3% | Reduced |
| Green Square Capital Advisors LLC | 4,902 | $241.3K | 0.03% | −110−2.2% | Reduced |
| WoodTrust Financial Corp | 4,901 | $241.0K | 0.04% | 00.0% | Unchanged |
| Jacobsen Capital Management | 4,884 | $240.4K | 0.12% | +4,884 | New |
| Canopy Partners, LLC | 4,881 | $240.2K | 0.15% | +4,881 | New |
| Willner & Heller, LLC | 4,878 | $240.1K | 0.27% | +4,878 | New |
| Acorn Creek Capital LLC | 4,875 | $240.0K | 0.11% | +4,875 | New |
| Turtle Creek Wealth Advisors, LLC | 4,868 | $239.6K | 0.07% | +4,868 | New |
| Pegasus Partners Ltd. | 4,867 | $239.6K | 0.03% | −2,224−31.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,859 | $239.2K | 0.06% | +4,859 | New |
| Walker Asset Management, LLC | 4,856 | $239.0K | 0.17% | +4,856 | New |
| Hayek Kallen Investment Management | 4,860 | $239.0K | 0.10% | +4,860 | New |
| Saxon Interests, Inc. | 4,838 | $238.1K | 0.12% | +4,838 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4,836 | $238.1K | 0.00% | +469+10.7% | Added |
| Optas, LLC | 4,827 | $237.6K | 0.07% | +4,827 | New |
| Arden Trust Co | 4,805 | $236.5K | 0.03% | +4,805 | New |
| New Millennium Group LLC | 4,805 | $236.5K | 0.21% | −3,390−41.4% | Reduced |
| Steward Partners Investment Solutions, LLC | 4,796 | $236.1K | 0.10% | +4,796 | New |
| Amplius Wealth Advisors, LLC | 4,772 | $234.9K | 0.03% | −124−2.5% | Reduced |
| Oxford Financial Group Ltd | 4,761 | $234.3K | 0.02% | −2,139−31.0% | Reduced |
| ICA Group Wealth Management, LLC | 4,758 | $234.2K | 0.05% | +4,758 | New |
| Mission Creek Capital Partners, Inc. | 4,725 | $232.6K | 0.06% | −318−6.3% | Reduced |
| Moloney Securities Asset Management, LLC | 4,724 | $232.5K | 0.04% | +4,724 | New |
| 17 Capital Partners, LLC | 4,716 | $232.1K | 0.21% | +4,716 | New |
| GYL Financial Synergies, LLC | 4,715 | $232.1K | 0.02% | +4,715 | New |
| Change Path, LLC | 4,718 | $232.0K | 0.01% | +4,718 | New |
| O'Rourke & Company, Inc | 4,714 | $232.0K | 0.15% | +4,714 | New |
| Boston Family Office LLC | 4,698 | $231.0K | 0.02% | +4,698 | New |
| Stockman Wealth Management, Inc. | 4,689 | $230.8K | 0.05% | −1,000−17.6% | Reduced |
| Leo Wealth, LLC | 4,506 | $230.2K | 0.02% | +4,506 | New |
| Fermata Advisors, LLC | 4,676 | $230.2K | 0.05% | +4,676 | New |
| Octavia Wealth Advisors, LLC | 4,675 | $230.1K | 0.04% | +4,675 | New |
| Smartleaf Asset Management LLC | 4,935 | $229.3K | 0.06% | +4,935 | New |
| Capstone Financial Advisors, Inc. | 4,657 | $229.2K | 0.02% | +4,657 | New |
| Sachetta, LLC | 4,654 | $229.1K | 0.11% | +4,654 | New |
| First Command Advisory Services, Inc. | 4,649 | $228.8K | 0.00% | −26−0.6% | Reduced |
| Bill Few Associates, Inc. | 4,635 | $228.1K | 0.10% | +4,635 | New |
| X-Square Capital, LLC | 4,639 | $228.0K | 0.13% | −1,908−29.1% | Reduced |
| Community Trust & Investment Co | 4,619 | $227.3K | 0.02% | +4,619 | New |
| Holistic Planning, LLC | 4,613 | $227.0K | 0.19% | +4,613 | New |
| Finer Wealth Management, Inc. | 4,610 | $226.9K | 0.17% | −1,233−21.1% | Reduced |
| First Financial Corp | 4,595 | $226.2K | 0.12% | +214+4.9% | Added |
| Talisman Wealth Advisors LLC | 4,590 | $225.9K | 0.34% | +4,590 | New |
| Patrick M Sweeney & Associates, Inc | 4,587 | $225.8K | 0.21% | +4,587 | New |
| Centennial Bank | 4,576 | $225.1K | 0.13% | +134+3.0% | Added |
| Avidian Wealth Solutions, LLC | 4,572 | $225.1K | 0.01% | −4,927−51.9% | Reduced |
| Prentiss Smith & Co Inc | 4,560 | $224.4K | 0.17% | −4,959−52.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,556 | $224.2K | 0.06% | +4,556 | New |
| Titleist Asset Management, LLC | 4,555 | $224.2K | 0.04% | −2,967−39.4% | Reduced |
| Amarillo National Bank | 4,554 | $224.1K | 0.04% | +4,554 | New |
| Acorn Wealth Advisors, LLC | 4,554 | $224.1K | 0.13% | +4,554 | New |
| Angeles Wealth Management, LLC | 4,534 | $223.2K | 0.03% | +4,534 | New |
| Calton & Associates, Inc. | 4,519 | $222.4K | 0.09% | +4,519 | New |
| Telemus Capital, LLC | 4,515 | $222.2K | 0.02% | +4,515 | New |