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 |
|---|---|---|---|---|---|
| Clear Investment Research, LLC | 2,734 | $134.6K | 0.19% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,726 | $134.2K | 0.04% | +2,726 | New |
| Capital Analysts, LLC | 2,700 | $133.0K | 0.01% | +301+12.5% | Added |
| Glen Eagle Advisors, LLC | 2,670 | $131.4K | 0.03% | −55−2.0% | Reduced |
| MUFG Securities EMEA plc | 2,630 | $129.4K | 0.01% | −2,491−48.6% | Reduced |
| Missouri Trust & Investment Co | 2,605 | $128.2K | 0.05% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,597 | $127.8K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,579 | $126.9K | 0.01% | −491−16.0% | Reduced |
| Fairfield, Bush & Co. | 2,556 | $125.8K | 0.07% | +2,556 | New |
| Larson Financial Group LLC | 2,537 | $124.9K | 0.01% | −65−2.5% | Reduced |
| First United Bank Trust | 2,534 | $124.7K | 0.05% | +2,534 | New |
| Carmichael Hill & Associates, Inc. | 2,516 | $123.8K | 0.05% | +6+0.2% | Added |
| Marquette Asset Management, LLC | 2,505 | $123.3K | 0.02% | −656−20.8% | Reduced |
| CNB Bank | 2,447 | $120.4K | 0.06% | −32−1.3% | Reduced |
| American National Bank | 2,435 | $119.9K | 0.02% | +156+6.8% | Added |
| DB Wealth Management Group, LLC | 2,410 | $118.6K | 0.07% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 2,332 | $114.8K | 0.01% | −2,750−54.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,304 | $113.4K | 0.06% | −293−11.3% | Reduced |
| Versant Capital Management, Inc | 2,296 | $113.0K | 0.03% | +895+63.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,266 | $111.6K | 0.03% | +2,266 | New |
| Sugarloaf Wealth Management, LLC | 2,246 | $110.6K | 0.03% | +101+4.7% | Added |
| AlphaCentric Advisors LLC | 2,198 | $108.2K | 0.07% | +2,198 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $108.0K | 0.05% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 2,159 | $106.3K | 0.02% | +2,159 | New |
| Trust Co | 2,087 | $102.7K | 0.01% | −713−25.5% | Reduced |
| Voisard Asset Management Group, Inc. | 2,064 | $101.6K | 0.06% | +2,064 | New |
| BOK Financial Private Wealth, Inc. | 2,040 | $100.4K | 0.01% | −327−13.8% | Reduced |
| Syntax Research, Inc. | 2,036 | $100.2K | 0.08% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,021 | $99.5K | 0.05% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,940 | $99.3K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 2,001 | $98.5K | 0.04% | +2,001 | New |
| Spirit of America Management Corp | 2,000 | $98.4K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 2,000 | $98.4K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 2,000 | $98.4K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,983 | $97.6K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,980 | $97.5K | 0.02% | +800+67.8% | Added |
| Oakworth Capital, Inc. | 1,958 | $96.4K | 0.01% | −180−8.4% | Reduced |
| PEAK6 Investments LLC | 1,936 | $95.3K | 0.00% | +1,936 | New |
| Tyler-Stone Wealth Management | 1,917 | $94.4K | 0.05% | +19+1.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $94.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,903 | $93.7K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,892 | $93.1K | 0.01% | +75+4.1% | Added |
| Covestor Ltd | 1,882 | $93.0K | 0.06% | +689+57.8% | Added |
| Rise Advisors, LLC | 1,855 | $91.3K | 0.06% | +800+75.8% | Added |
| Rogco, LP | 1,834 | $90.3K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,818 | $89.5K | 0.03% | +14+0.8% | Added |
| Gables Capital Management Inc. | 1,800 | $88.6K | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,545 | $85.9K | 0.04% | −215−12.2% | Reduced |
| Banco de Sabadell, S.A | 1,694 | $84.0K | 0.06% | −1,053−38.3% | Reduced |
| SOA Wealth Advisors, LLC. | 1,658 | $81.6K | 0.02% | −60−3.5% | Reduced |
| Abound Wealth Management | 1,644 | $80.9K | 0.03% | +2+0.1% | Added |
| Heritage Wealth Advisors | 1,606 | $79.0K | 0.00% | +300+23.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,595 | $79.0K | 0.04% | +19+1.2% | Added |
| Mendota Financial Group, LLC | 1,604 | $78.9K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,587 | $78.1K | 0.02% | +48+3.1% | Added |
| Bay Harbor Wealth Management, LLC | 1,559 | $76.7K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,523 | $75.0K | 0.02% | +244+19.1% | Added |
| Macroview Investment Management LLC | 1,518 | $74.7K | 0.09% | +18+1.2% | Added |
| Key Financial Inc | 1,477 | $72.7K | 0.02% | −80−5.1% | Reduced |
| Frazier Financial Advisors, LLC | 1,465 | $72.1K | 0.06% | +1,465 | New |
| New England Capital Financial Advisors LLC | 1,461 | $71.9K | 0.04% | +11+0.8% | Added |
| Hollencrest Capital Management | 1,457 | $71.7K | 0.01% | +100+7.4% | Added |
| Ulland Investment Advisors, LLC | 1,435 | $71.0K | 0.07% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,431 | $70.4K | 0.02% | −162−10.2% | Reduced |
| Cranbrook Wealth Management, LLC | 1,425 | $70.1K | 0.02% | +150+11.8% | Added |
| Addison Advisors LLC | 1,409 | $69.4K | 0.03% | +306+27.7% | Added |
| Union Savings Bank | 1,403 | $69.1K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,400 | $68.9K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,350 | $66.4K | 0.05% | +1,350 | New |
| Family CFO Inc | 1,347 | $66.3K | 0.04% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,328 | $65.4K | 0.04% | −191−12.6% | Reduced |
| Greenwood Gearhart Inc | 1,290 | $63.3K | 0.01% | +1,290 | New |
| Northwest Bank & Trust Co | 1,285 | $63.2K | 0.06% | +1,285 | New |
| Mascoma Wealth Management LLC | 1,281 | $63.1K | 0.02% | −124−8.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,278 | $62.9K | 0.03% | −56−4.2% | Reduced |
| Optimum Investment Advisors | 1,276 | $62.8K | 0.03% | −3−0.2% | Reduced |
| Avalon Trust Co | 1,268 | $62.4K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,267 | $62.4K | 0.07% | −600−32.1% | Reduced |
| Ramirez Asset Management, Inc. | 1,244 | $61.2K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,240 | $61.0K | 0.02% | +620+100.0% | Added |
| Investment Research & Advisory Group, Inc. | 1,225 | $60.3K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $60.0K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,207 | $59.4K | 0.03% | −516−29.9% | Reduced |
| McIlrath & Eck, LLC | 1,194 | $58.8K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,160 | $57.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,069 | $52.6K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 1,068 | $52.6K | 0.05% | +1,068 | New |
| Annapolis Financial Services, LLC | 1,055 | $51.9K | 0.01% | −247−19.0% | Reduced |
| Atticus Wealth Management, LLC | 1,050 | $51.7K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 1,045 | $51.4K | 0.01% | −216−17.1% | Reduced |
| Loomis Sayles & Co L P | 1,042 | $51.0K | 0.00% | −52−4.8% | Reduced |
| Creekmur Asset Management LLC | 1,006 | $49.5K | 0.02% | +1,006 | New |
| Arcadia Investment Management Corp | 1,000 | $49.2K | 0.01% | −225−18.4% | Reduced |
| Westport Asset Management Inc | 1,000 | $49.2K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,200 | $49.0K | 0.04% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 1,000 | $49.0K | 0.04% | +1,000 | New |
| Richardson Financial Services Inc. | 995 | $49.0K | 0.04% | +995 | New |
| Foster Dykema Cabot & Partners, LLC | 979 | $48.2K | 0.01% | +979 | New |
| Paladin Advisory Group, LLC | 958 | $47.2K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,113 | $45.5K | 0.01% | −464−29.4% | Reduced |