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 |
|---|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | 195 | $9.60K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 184 | $9.07K | 0.45% | +44+31.4% | Added |
| Birchbrook, Inc. | 181 | $8.91K | 0.01% | +181 | New |
| Valued Wealth Advisors LLC | 203 | $8.31K | 0.01% | +203 | New |
| Castleview Partners, LLC | 168 | $8.27K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 160 | $7.88K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 160 | $7.88K | 0.01% | +25+18.5% | Added |
| Trifecta Capital Advisors, LLC | 152 | $7.48K | 0.00% | −1,000−86.8% | Reduced |
| ClariVest Asset Management LLC | 151 | $7.44K | 0.00% | +98+184.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 151 | $7.43K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 138 | $7.00K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 139 | $6.84K | 0.01% | +139 | New |
| Hobbs Group Advisors, LLC | 332 | $6.76K | 0.00% | +332 | New |
| Broadwater Capital Management LLC | 133 | $6.55K | 0.01% | +133 | New |
| Disciplined Equity Management, Inc. | 123 | $6.05K | 0.00% | +123 | New |
| Kapitalo Investimentos Ltda | 121 | $5.96K | 0.00% | −561−82.3% | Reduced |
| Insight Financial Services | 118 | $5.81K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 113 | $5.56K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 110 | $5.42K | 0.00% | +110 | New |
| Granite FO LLC | 108 | $5.32K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 104 | $5.12K | 0.00% | −2,270−95.6% | Reduced |
| Long Island Wealth Management, Inc. | 98 | $5.00K | 0.00% | +98 | New |
| Eukles Asset Management | 101 | $4.97K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $4.92K | 0.00% | – | – |
| Tanglewood Legacy Advisors, LLC | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $4.92K | 0.00% | +100 | New |
| Toth Financial Advisory Corp | 93 | $4.58K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 92 | $4.53K | 0.00% | +92 | New |
| DHJJ Financial Advisors, Ltd. | 92 | $4.52K | 0.00% | −211−69.6% | Reduced |
| Criterion Capital Advisors, LLC | 90 | $4.43K | 0.00% | +90 | New |
| Burkett Financial Services, LLC | 88 | $4.32K | 0.00% | +88 | New |
| LFA - Lugano Financial Advisors SA | 81 | $3.99K | 0.00% | +81 | New |
| Cassady Schiller Wealth Management, LLC | 79 | $3.89K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 70 | $3.44K | 0.00% | +70 | New |
| FSC Wealth Advisors, LLC | 68 | $3.35K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 67 | $3.30K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 73 | $3.12K | 0.03% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 63 | $3.10K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 60 | $2.95K | 0.00% | −12,289−99.5% | Reduced |
| Pineridge Advisors LLC | 56 | $2.76K | 0.00% | +56 | New |
| Delos Wealth Advisors, LLC | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 60 | $2.45K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 50 | $2.00K | 0.00% | −30−37.5% | Reduced |
| Life Planning Partners, Inc | 40 | $1.97K | 0.00% | +40 | New |
| Frank, Rimerman Advisors LLC | 40 | $1.97K | 0.00% | +40 | New |
| Tfo-TDC, LLC | 35 | $1.72K | 0.00% | −1,245−97.3% | Reduced |
| USA Financial Portformulas Corp | 28 | $1.38K | 0.00% | +3+12.0% | Added |
| Hallmark Capital Management Inc | 26 | $1.28K | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 24 | $1.19K | 0.00% | +24 | New |
| Ables, Iannone, Moore & Associates, Inc. | 10 | $492 | 0.00% | +10 | New |
| Deane Retirement Strategies, Inc. | 2 | $98 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 1 | $35 | 0.00% | +1 | New |
| Dividend Assets Capital, LLC | 10 | $0 | 0.00% | −45−81.8% | Reduced |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −3,276,652−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,353,081−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,134,288−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −633,380−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −595,745−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −569,800−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −472,278−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −428,506−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −395,172−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −328,964−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −292,100−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −246,663−100.0% | Sold out |
| Rothschild & Co Wealth Management UK Ltd | 0 | $0 | 0.00% | −229,217−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −225,916−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −185,900−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −172,958−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −149,047−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −146,615−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −131,609−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −124,890−100.0% | Sold out |
| MSD Partners, L.P. | 0 | $0 | 0.00% | −112,325−100.0% | Sold out |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −92,200−100.0% | Sold out |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −91,600−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −85,603−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −77,900−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −63,977−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −62,128−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −52,400−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −52,328−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −52,226−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −42,368−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −30,653−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −30,477−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −29,604−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −27,887−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −26,100−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −24,055−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −23,987−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −23,480−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −21,310−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −21,267−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −20,633−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −18,355−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −16,250−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −15,096−100.0% | Sold out |