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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 4,513 | $222.1K | 0.03% | +4,513 | New |
| Girard Partners Ltd. | 4,483 | $220.7K | 0.02% | +4,483 | New |
| Affinity Capital Advisors, LLC | 4,482 | $220.6K | 0.05% | −758−14.5% | Reduced |
| MBL Wealth, LLC | 4,480 | $220.5K | 0.03% | +4,480 | New |
| Buckhead Capital Management LLC | 4,464 | $219.7K | 0.08% | +4,464 | New |
| Transform Wealth, LLC | 4,460 | $219.5K | 0.02% | +4,460 | New |
| J. L. Bainbridge & Co., Inc. | 4,457 | $219.4K | 0.03% | +4,457 | New |
| Spartan Planning & Wealth Management | 4,457 | $219.4K | 0.23% | +4,457 | New |
| Integral Investment Advisors, Inc. | 4,456 | $219.3K | 0.14% | +4,456 | New |
| Mayflower Financial Advisors, LLC | 4,447 | $218.9K | 0.03% | +4,447 | New |
| Laraway Financial Inc | 4,426 | $217.9K | 0.21% | +4,426 | New |
| Gabelli & Co Investment Advisers, Inc. | 4,425 | $217.8K | 0.04% | +4,425 | New |
| First Western Trust Bank | 4,425 | $217.8K | 0.01% | +4,425 | New |
| Hills Bank & Trust Co | 4,405 | $216.8K | 0.02% | +235+5.6% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,393 | $216.2K | 0.06% | +4,393 | New |
| Five Oceans Advisors | 4,386 | $215.9K | 0.12% | +4,386 | New |
| Madden Securities Corp | 4,380 | $215.6K | 0.11% | +4,380 | New |
| Woodstock Corp | 4,374 | $215.3K | 0.02% | −1,000−18.6% | Reduced |
| Salomon & Ludwin, LLC | 5,249 | $214.5K | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 4,353 | $214.3K | 0.03% | +4,353 | New |
| HFG Advisors, Inc. | 4,350 | $214.1K | 0.21% | +4,350 | New |
| Skyline Advisors, Inc. | 4,331 | $213.2K | 0.10% | +4,331 | New |
| Spears Abacus Advisors LLC | 4,330 | $213.1K | 0.02% | +4,330 | New |
| Newman Dignan & Sheerar, Inc. | 4,330 | $213.1K | 0.06% | +4,330 | New |
| Samalin Investment Counsel, LLC | 4,323 | $212.8K | 0.11% | +4,323 | New |
| Concord Asset Management, LLC | 4,320 | $212.6K | 0.06% | +4,320 | New |
| First Citizens Financial Corp | 4,313 | $212.3K | 0.14% | −600−12.2% | Reduced |
| Mokosak Advisory Group, LLC | 4,311 | $212.2K | 0.08% | +4,311 | New |
| Northeast Financial Consultants Inc | 4,301 | $211.7K | 0.01% | +4,301 | New |
| Waypoint Capital Advisors, LLC | 4,287 | $211.0K | 0.06% | +4,287 | New |
| Connecticut Wealth Management, LLC | 4,283 | $210.8K | 0.01% | +4,283 | New |
| Apriem Advisors | 4,280 | $210.7K | 0.03% | +4,280 | New |
| NFP Retirement, Inc. | 4,273 | $210.3K | 0.04% | +4,273 | New |
| Builder Investment Group Inc | 4,258 | $209.6K | 0.08% | +4,258 | New |
| Priebe Wealth Holdings LLC | 4,255 | $209.4K | 0.17% | +4,255 | New |
| First American Bank | 4,255 | $209.4K | 0.02% | +4,255 | New |
| First Pacific Financial | 4,249 | $209.1K | 0.06% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,240 | $208.7K | 0.08% | +4,240 | New |
| WealthPLAN Partners, LLC | 4,239 | $208.6K | 0.02% | −17,048−80.1% | Reduced |
| WealthTrust Axiom LLC | 4,237 | $208.5K | 0.07% | +4,237 | New |
| Pinnacle Holdings, LLC | 4,227 | $208.1K | 0.09% | +2,000+89.8% | Added |
| Gradient Capital Advisors, LLC | 4,227 | $208.1K | 0.08% | +4,227 | New |
| Mirador Capital Partners LP | 4,226 | $208.0K | 0.04% | +4,226 | New |
| Hamilton Capital, LLC | 4,225 | $208.0K | 0.02% | −4,120−49.4% | Reduced |
| Redwood Wealth Management Group, LLC | 4,223 | $207.9K | 0.23% | +4,223 | New |
| TCI Wealth Advisors, Inc. | 4,195 | $206.5K | 0.02% | +4,195 | New |
| James Hambro & Partners | 4,194 | $206.4K | 0.01% | +4,194 | New |
| Wade G W & Inc | 4,177 | $206.0K | 0.01% | −992−19.2% | Reduced |
| Ellenbecker Investment Group | 4,203 | $206.0K | 0.05% | +4,203 | New |
| Professional Financial Advisors, LLC | 4,183 | $205.9K | 0.07% | +4,183 | New |
| First County Bank | 4,180 | $205.7K | 0.10% | +4,180 | New |
| MinichMacGregor Wealth Management, LLC | 4,168 | $205.1K | 0.06% | +4,168 | New |
| Gould Asset Management LLC | 4,157 | $204.6K | 0.05% | +4,157 | New |
| Brown, Lisle/Cummings, Inc. | 4,152 | $204.4K | 0.08% | +718+20.9% | Added |
| Agate Pass Investment Management, LLC | 4,150 | $204.3K | 0.12% | +4,150 | New |
| Chilton Investment Co LLC | 4,148 | $204.2K | 0.01% | +4,148 | New |
| Tillman Hartley LLC | 4,147 | $204.1K | 0.08% | +4,147 | New |
| United Community Bank | 4,135 | $203.5K | 0.09% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,125 | $203.0K | 0.03% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,123 | $202.9K | 0.02% | +4,123 | New |
| Blue Bell Private Wealth Management, LLC | 4,111 | $202.3K | 0.05% | −200−4.6% | Reduced |
| IFG Advisors, LLC | 4,111 | $202.3K | 0.06% | +4,111 | New |
| HBW Advisory Services LLC | 4,109 | $202.0K | 0.04% | +4,109 | New |
| Financial Security Advisor, Inc. | 4,078 | $200.7K | 0.08% | +4,078 | New |
| Prosperity Consulting Group, LLC | 4,066 | $200.2K | 0.07% | +4,066 | New |
| Hazlett, Burt & Watson, Inc. | 4,012 | $199.0K | 0.13% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 4,039 | $198.8K | 0.02% | −5,992−59.7% | Reduced |
| LM Advisors LLC | 4,038 | $198.8K | 0.04% | +4,038 | New |
| City State Bank | 4,029 | $198.0K | 0.10% | −1,971−32.9% | Reduced |
| Hall Laurie J Trustee | 4,007 | $197.0K | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,052 | $197.0K | 0.02% | +973+31.6% | Added |
| Hillsdale Investment Management Inc. | 3,950 | $194.4K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,912 | $193.0K | 0.00% | −259−6.2% | Reduced |
| Tompkins Financial Corp | 3,820 | $188.0K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 3,797 | $186.9K | 0.01% | −7,322−65.9% | Reduced |
| Plato Investment Management Ltd | 3,776 | $185.9K | 0.23% | +3,776 | New |
| Bangor Savings Bank | 3,719 | $183.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,693 | $181.8K | 0.04% | −273−6.9% | Reduced |
| Spartan Fund Management Inc. | 3,547 | $174.6K | 0.21% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,539 | $174.2K | 0.05% | +431+13.9% | Added |
| AJOVista, LLC | 3,509 | $172.7K | 0.22% | +3,509 | New |
| Boyd Watterson Asset Management LLC | 3,482 | $171.4K | 0.07% | 00.0% | Unchanged |
| First Personal Financial Services | 3,413 | $168.0K | 0.04% | +924+37.1% | Added |
| Eagle Bay Advisors LLC | 3,389 | $166.8K | 0.11% | −897−20.9% | Reduced |
| West Paces Advisors Inc. | 3,313 | $163.1K | 0.05% | +128+4.0% | Added |
| Hendershot Investments Inc. | 3,266 | $160.8K | 0.02% | −12,339−79.1% | Reduced |
| Creative Financial Designs Inc | 3,170 | $156.0K | 0.02% | −148−4.5% | Reduced |
| Powell Investment Advisors, LLC | 3,169 | $156.0K | 0.09% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,052 | $150.0K | 0.05% | +2+0.1% | Added |
| Colonial Trust Co | 3,018 | $148.5K | 0.03% | +383+14.5% | Added |
| Grove Bank & Trust | 3,014 | $148.3K | 0.03% | −32−1.1% | Reduced |
| PSI Advisors, LLC | 3,009 | $148.1K | 0.06% | −1,349−31.0% | Reduced |
| Independence Bank of Kentucky | 3,005 | $147.9K | 0.05% | −400−11.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,950 | $145.2K | 0.07% | +2,950 | New |
| Capital Advisors, Ltd. LLC | 2,954 | $145.0K | 0.02% | −34−1.1% | Reduced |
| Planned Solutions, Inc. | 2,895 | $142.5K | 0.07% | +2,895 | New |
| American Capital Advisory, LLC | 2,846 | $140.1K | 0.10% | +2,846 | New |
| Rational Advisors LLC | 2,834 | $139.5K | 0.01% | −4,813−62.9% | Reduced |
| Cordant, Inc. | 2,821 | $138.9K | 0.09% | +2,821 | New |
| Rosenberg Matthew Hamilton | 2,752 | $135.5K | 0.04% | −502−15.4% | Reduced |