Skip to main content

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.

Institutional holdersQ4 2023: 2,153 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,995 institutionsQ3 2023: 1,975 institutionsQ4 2023: 2,153 institutionsQ1 2024: 2,204 institutionsQ2 2024: 2,263 institutionsQ3 2024: 2,247 institutionsQ4 2024: 2,563 institutionsQ1 2025: 2,559 institutionsQ2 2025: 2,633 institutionsQ3 2025: 2,663 institutionsQ4 2025: 2,910 institutionsQ1 2026: 2,827 institutionsQ2 2026: 2,882 institutions
Value heldQ4 2023: $133.4B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,882$193.1B
Q1 20262,827$184.0B
Q4 20252,910$223.9B
Q3 20252,663$200.3B
Q2 20252,633$199.2B
Q1 20252,559$180.8B
Q4 20242,563$177.5B
Q3 20242,247$142.8B
Q2 20242,263$152.8B
Q1 20242,204$154.8B
Q4 20232,153$133.4B
Q3 20231,975$110.1B
Q2 20231,995$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2023.

Institutions holding WFC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lam Group, Inc.900$44.3K0.04%00.0%Unchanged
Central Bank & Trust Co899$44.2K0.01%00.0%Unchanged
Security National Bank896$44.1K0.01%+896New
Centerpoint Advisors, LLC887$44.0K0.02%+759+593.0%Added
FSA Wealth Management LLC897$44.0K0.02%+897New
Moisand Fitzgerald Tamayo, LLC879$43.3K0.01%−28−3.1%Reduced
Caitlin John, LLC866$42.6K0.03%+866New
PrairieView Partners, LLC862$42.0K0.01%+2+0.2%Added
Signature Resources Capital Management, LLC851$41.9K0.04%+851New
Baystate Wealth Management LLC831$40.9K0.00%+28+3.5%Added
Pittenger & Anderson Inc831$40.9K0.00%−304−26.8%Reduced
Tradewinds Capital Management, LLC825$40.6K0.02%+30+3.8%Added
Financial Management Professionals, Inc.818$40.0K0.01%+195+31.3%Added
Impact Partnership Wealth, LLC800$39.4K0.01%−25−3.0%Reduced
Tortoise Investment Management, LLC800$39.4K0.01%−21−2.6%Reduced
Advantage Trust Co800$39.4K0.03%+800New
Country Trust Bank778$38.3K0.00%00.0%Unchanged
Venturi Wealth Management, LLC724$35.6K0.00%+376+108.0%Added
VisionPoint Advisory Group, LLC715$35.2K0.01%+460+180.4%Added
Timber Creek Capital Management LLC700$34.5K0.01%00.0%Unchanged
Focused Wealth Management, Inc695$34.2K0.01%+317+83.9%Added
Beaird Harris Wealth Management, LLC690$34.0K0.00%+690New
BFSG, LLC684$33.7K0.00%+684New
Atlantic Edge Private Wealth Management, LLC682$33.6K0.01%+682New
Private Ocean, LLC680$33.5K0.00%+110+19.3%Added
Hoese & Co LLP724$32.3K0.03%−1,650−69.5%Reduced
Transcendent Capital Group LLC655$32.2K0.02%+655New
Silicon Valley Capital Partners652$32.1K0.01%+4+0.6%Added
Wetzel Investment Advisors, Inc.660$32.0K0.02%+660New
Cedar Mountain Advisors, LLC643$31.6K0.01%00.0%Unchanged
Cornerstone Planning Group LLC629$31.0K0.01%−4−0.6%Reduced
Park Place Capital Corp605$29.8K0.01%−4,058−87.0%Reduced
RFP Financial Group LLC602$29.6K0.01%00.0%Unchanged
AllSquare Wealth Management LLC600$29.5K0.02%00.0%Unchanged
Tennessee Valley Asset Management Partners599$29.5K0.01%+599New
Financial Freedom, LLC575$28.3K0.02%+3+0.5%Added
St. Johns Investment Management Company, LLC553$27.2K0.01%00.0%Unchanged
Level Financial Advisors, Inc.546$26.9K0.01%+4+0.7%Added
Bradley & Co. Private Wealth Management, LLC534$26.3K0.02%00.0%Unchanged
RE Dickinson Investment Advisors, LLC520$26.0K0.02%00.0%Unchanged
Truvestments Capital LLC520$25.6K0.01%−100−16.1%Reduced
Arlington Trust Co LLC517$25.4K0.01%+517New
Orion Capital Management LLC500$24.6K0.01%00.0%Unchanged
Core Wealth Advisors, Inc.500$24.6K0.01%+500New
Rakuten Securities, Inc.485$23.9K0.02%+485New
Barrett & Company, Inc.477$23.5K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.477$23.5K0.02%00.0%Unchanged
Horizon Bancorp Inc470$23.0K0.01%+215+84.3%Added
Resurgent Financial Advisors LLC467$23.0K0.01%−114−19.6%Reduced
JDM Financial Group LLC465$22.9K0.02%00.0%Unchanged
Stone House Investment Management, LLC465$22.9K0.01%+4+0.9%Added
Private Wealth Management Group, LLC450$22.1K0.01%+450New
Strategic Investment Solutions, Inc.441$21.7K0.00%−27,235−98.4%Reduced
Nalls Sherbakoff Group, LLC440$21.7K0.02%00.0%Unchanged
Scarborough Advisors, LLC431$21.2K0.00%+431New
Garner Asset Management Corp440$21.2K0.01%+440New
McClarren Financial Advisors, Inc.422$21.0K0.02%+4+1.0%Added
Bellevue Asset Management, LLC422$20.8K0.02%−61−12.6%Reduced
MB, Levis & Associates, LLC419$20.6K0.01%00.0%Unchanged
Costello Asset Management, INC398$19.6K0.02%00.0%Unchanged
NewSquare Capital LLC384$18.9K0.00%−40−9.4%Reduced
Byrne Asset Management LLC375$18.5K0.01%−75−16.7%Reduced
Raffa Wealth Management, LLC366$18.0K0.01%00.0%Unchanged
Archer Investment Corp363$17.9K0.01%+22+6.5%Added
Atlas Capital Advisors LLC361$17.8K0.00%00.0%Unchanged
Stephens Consulting, LLC355$17.5K0.01%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.350$17.2K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC349$17.2K0.00%−3,405−90.7%Reduced
America First Investment Advisors, LLC341$16.8K0.00%00.0%Unchanged
Y.D. More Investments Ltd339$16.7K0.00%+339New
Red Tortoise LLC336$16.5K0.01%−140−29.4%Reduced
Kelly Financial Services LLC328$16.1K0.01%−1,633−83.3%Reduced
TFC Financial Management325$16.0K0.00%−330−50.4%Reduced
Northwest Financial Advisors323$15.9K0.01%+323New
Main Street Group, LTD319$15.7K0.01%+319New
PFS Partners, LLC311$15.3K0.01%00.0%Unchanged
Bourgeon Capital Management LLC308$15.2K0.00%00.0%Unchanged
Hanson & Doremus Investment Management311$15.0K0.00%+16+5.4%Added
Westside Investment Management, Inc.300$14.8K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A300$14.8K0.01%+300New
Dougherty Wealth Advisers LLC299$14.7K0.01%−236−44.1%Reduced
Newton One Investments LLC297$14.6K0.01%−59−16.6%Reduced
Planning Capital Management Corp286$14.1K0.01%+286New
CGC Financial Services, LLC280$13.8K0.01%00.0%Unchanged
Norwood Financial Corp250$12.3K0.02%00.0%Unchanged
Naples Money Management LLC249$12.3K0.01%+249New
Dunhill Financial, LLC244$12.0K0.01%+244New
Coston, McIsaac & Partners258$12.0K0.00%00.0%Unchanged
Elequin Capital LP243$12.0K0.00%+243New
Center for Financial Planning, Inc.230$11.3K0.00%+74+47.4%Added
Tidemark, LLC228$11.2K0.01%+228New
Provenance Wealth Advisors, LLC226$11.1K0.00%+138+156.8%Added
Gleason Group, Inc.225$11.1K0.00%+2+0.9%Added
Financial Connections Group, Inc.241$11.0K0.01%+241New
Quarry LP222$10.9K0.01%+74+50.0%Added
Kozak & Associates, Inc.217$10.2K0.00%+1+0.5%Added
Motco205$10.1K0.00%00.0%Unchanged
REAP Financial Group, LLC205$10.1K0.00%+205New
Kiely Wealth Advisory Group, Inc.200$10.0K0.01%+200New
Princeton Global Asset Management LLC195$9.62K0.00%+1+0.5%Added