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; 2,883 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
- 2,154
- +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
- 899 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 190,807 | $9.39M | 0.42% | −11,135−5.5% | Reduced |
| SG Americas Securities, LLC | 189,496 | $9.33M | 0.10% | +44,197+30.4% | Added |
| Eagle Global Advisors LLC | 188,712 | $9.29M | 0.56% | −3,922−2.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 188,619 | $9.28M | 0.05% | −174,365−48.0% | Reduced |
| JustInvest LLC | 188,560 | $9.28M | 0.24% | −9,386−4.7% | Reduced |
| Commerce Bank | 187,532 | $9.23M | 0.07% | −1,734−0.9% | Reduced |
| Hillman Capital Management, Inc. | 186,151 | $9.16M | 3.16% | −25,085−11.9% | Reduced |
| Sprucegrove Investment Management Ltd | 183,527 | $9.03M | 0.39% | −1,400−0.8% | Reduced |
| Prudential PLC | 181,946 | $8.96M | 0.10% | −45,533−20.0% | Reduced |
| Adams Asset Advisors, LLC | 181,700 | $8.94M | 1.20% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 179,397 | $8.83M | 0.40% | −11,158−5.9% | Reduced |
| CIBC Private Wealth Group, LLC | 174,213 | $8.55M | 0.02% | −34,906−16.7% | Reduced |
| Empowered Funds, LLC | 172,805 | $8.51M | 0.21% | +22,357+14.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 170,410 | $8.39M | 0.03% | +15,126+9.7% | Added |
| Channing Capital Management, LLC | 169,559 | $8.35M | 0.25% | −13,149−7.2% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 169,510 | $8.34M | 3.84% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 169,291 | $8.33M | 5.01% | −1,921−1.1% | Reduced |
| Hilton Capital Management, LLC | 165,731 | $8.16M | 0.87% | +165,731 | New |
| Bokf, NA | 163,981 | $8.07M | 0.16% | −7,886−4.6% | Reduced |
| Hennessy Advisors Inc | 163,600 | $8.05M | 0.41% | −14,500−8.1% | Reduced |
| Metis Global Partners, LLC | 161,243 | $7.94M | 0.32% | +20,274+14.4% | Added |
| NorthCrest Asset Manangement, LLC | 160,645 | $7.91M | 0.30% | −1,981−1.2% | Reduced |
| Olstein Capital Management, L.P. | 160,000 | $7.88M | 1.33% | −30,000−15.8% | Reduced |
| Raymond James Trust N.A. | 158,964 | $7.82M | 0.21% | −1,369−0.9% | Reduced |
| CSM Advisors, LLC | 157,722 | $7.76M | 0.56% | −438−0.3% | Reduced |
| Gibraltar Capital Management, Inc. | 156,411 | $7.70M | 3.28% | +13,424+9.4% | Added |
| Alerus Financial NA | 156,257 | $7.69M | 0.63% | −34,272−18.0% | Reduced |
| Investment Management Corp of Ontario | 155,775 | $7.67M | 0.19% | +155,775 | New |
| Kestra Advisory Services, LLC | 154,618 | $7.61M | 0.06% | −7,779−4.8% | Reduced |
| Meritage Portfolio Management | 153,911 | $7.58M | 0.50% | −1,379−0.9% | Reduced |
| GTS Securities LLC | 152,468 | $7.50M | 0.16% | −266,472−63.6% | Reduced |
| La Banque Postale Asset Management SA | 152,028 | $7.48M | 0.16% | −41,216−21.3% | Reduced |
| Two Sigma Securities, LLC | 151,719 | $7.47M | 0.34% | +98,827+186.8% | Added |
| Salzhauer Michael | 150,773 | $7.42M | 6.67% | +16,575+12.4% | Added |
| RBF Capital, LLC | 150,000 | $7.38M | 0.46% | −20,000−11.8% | Reduced |
| Wealthsource Partners, LLC | 149,605 | $7.36M | 0.48% | −1,509−1.0% | Reduced |
| Highland Capital Management, LLC | 149,289 | $7.35M | 0.46% | +913+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 149,274 | $7.35M | 0.56% | −6,434−4.1% | Reduced |
| Poehling Capital Management, LLC | 148,192 | $7.29M | 2.31% | −454−0.3% | Reduced |
| Monte Financial Group, LLC | 148,063 | $7.29M | 3.40% | +408+0.3% | Added |
| Metropolitan Life Insurance Co | 147,825 | $7.28M | 0.34% | −3,555−2.3% | Reduced |
| Phoenix Holdings Ltd. | 135,384 | $7.15M | 0.12% | +91,136+206.0% | Added |
| Blume Capital Management, Inc. | 143,603 | $7.07M | 1.88% | +325+0.2% | Added |
| Edgar Lomax Co | 142,672 | $7.02M | 0.46% | −5,875−4.0% | Reduced |
| New England Asset Management Inc | 142,395 | $7.01M | 1.13% | −13,600−8.7% | Reduced |
| ARGA Investment Management, LP | 142,063 | $6.99M | 0.24% | +142,063 | New |
| Picton Mahoney Asset Management | 140,810 | $6.93M | 0.32% | +1,810+1.3% | Added |
| Trexquant Investment LP | 139,690 | $6.88M | 0.15% | +139,690 | New |
| EP Wealth Advisors, LLC | 138,569 | $6.82M | 0.09% | −1,526−1.1% | Reduced |
| Sowell Financial Services LLC | 137,987 | $6.79M | 0.37% | +24,112+21.2% | Added |
| Tritonpoint Wealth, LLC | 137,294 | $6.76M | 0.66% | +137,294 | New |
| TD Waterhouse Canada Inc. | 123,102 | $6.73M | 0.06% | −7,353−5.6% | Reduced |
| DCM Advisors, LLC | 135,800 | $6.68M | 2.40% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 135,757 | $6.68M | 1.10% | −492−0.4% | Reduced |
| Estabrook Capital Management | 135,433 | $6.67M | 1.09% | −355−0.3% | Reduced |
| Eagle Asset Management Inc | 135,003 | $6.64M | 0.04% | +122,490+978.9% | Added |
| Varma Mutual Pension Insurance Co | 134,300 | $6.61M | 0.07% | +134,300 | New |
| Empirical Finance, LLC | 133,412 | $6.57M | 0.46% | +240.0% | Added |
| Credit Agricole S A | 133,319 | $6.56M | 0.14% | +56,969+74.6% | Added |
| Wedmont Private Capital | 131,414 | $6.56M | 0.54% | +9,857+8.1% | Added |
| Tufton Capital Management | 133,097 | $6.55M | 1.37% | −8,055−5.7% | Reduced |
| tru Independence LLC | 132,129 | $6.50M | 1.97% | −2,233−1.7% | Reduced |
| Groupama Asset Managment | 131,150 | $6.46M | 0.17% | +131,150 | New |
| Tower Bridge Advisors | 131,138 | $6.45M | 0.56% | −1,315−1.0% | Reduced |
| Brinker Capital Investments, LLC | 128,739 | $6.43M | 0.07% | +11,259+9.6% | Added |
| Orion Portfolio Solutions, LLC | 128,739 | $6.43M | 0.07% | +11,259+9.6% | Added |
| Hikari Power Ltd | 130,460 | $6.42M | 0.61% | −49,880−27.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 130,410 | $6.42M | 0.36% | +24,720+23.4% | Added |
| Eisler Capital (UK) Ltd. | 130,215 | $6.41M | 0.58% | −373,048−74.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 129,380 | $6.37M | 0.45% | +3,520+2.8% | Added |
| Long Focus Capital Management, LLC | 128,900 | $6.34M | 0.82% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 128,879 | $6.34M | 0.11% | +6,886+5.6% | Added |
| Chesley Taft & Associates LLC | 128,135 | $6.31M | 0.35% | −1,193−0.9% | Reduced |
| Norinchukin Bank, The | 127,546 | $6.28M | 0.15% | −13,286−9.4% | Reduced |
| Vinva Investment Management Ltd | 126,868 | $6.28M | 0.44% | +18,952+17.6% | Added |
| Uncommon Cents Investing LLC | 127,484 | $6.27M | 2.08% | −380−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 126,933 | $6.25M | 0.08% | −636,538−83.4% | Reduced |
| Focus Financial Network Inc | 126,523 | $6.23M | 0.23% | +126,523 | New |
| Qsemble Capital Management, LP | 126,439 | $6.22M | 1.56% | +21,139+20.1% | Added |
| Robinson Value Management, Ltd. | 126,141 | $6.21M | 4.08% | +65,937+109.5% | Added |
| Sicart Associates LLC | 125,775 | $6.19M | 2.37% | −1,320−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 124,279 | $6.12M | 0.10% | +15,546+14.3% | Added |
| Avantax Advisory Services, Inc. | 124,265 | $6.12M | 0.06% | +12,614+11.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 123,399 | $6.07M | 0.13% | +18,421+17.5% | Added |
| Ieq Capital, LLC | 122,722 | $6.04M | 0.10% | +14,514+13.4% | Added |
| Baxter Bros Inc | 122,697 | $6.04M | 0.84% | −789−0.6% | Reduced |
| Crestline Management, LP | 122,489 | $6.03M | 0.56% | −47,511−27.9% | Reduced |
| Lido Advisors, LLC | 122,028 | $6.01M | 0.06% | +5,320+4.6% | Added |
| Chartwell Investment Partners, LLC | 120,644 | $5.94M | 0.21% | +13,187+12.3% | Added |
| Bard Financial Services, Inc. | 119,360 | $5.87M | 0.66% | +6,520+5.8% | Added |
| Beacon Financial Group | 118,210 | $5.82M | 0.71% | −14,129−10.7% | Reduced |
| Quantinno Capital Management LP | 117,284 | $5.77M | 0.20% | +9,499+8.8% | Added |
| RMB Capital Management, LLC | 116,322 | $5.73M | 0.17% | +49,893+75.1% | Added |
| Marble Harbor Investment Counsel, LLC | 116,224 | $5.72M | 0.70% | +300+0.3% | Added |
| Stoneridge Investment Partners LLC | 116,203 | $5.72M | 2.41% | +48,723+72.2% | Added |
| Hoey Investments, Inc | 115,488 | $5.68M | 1.61% | −2,845−2.4% | Reduced |
| Providence Capital Advisors, LLC | 115,410 | $5.68M | 1.36% | +111,359+2,748.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 114,951 | $5.66M | 0.15% | −534−0.5% | Reduced |
| Thompson Investment Management, Inc. | 114,376 | $5.63M | 0.91% | −1,423−1.2% | Reduced |
| Alberta Investment Management Corp | 112,175 | $5.52M | 0.05% | +27,375+32.3% | Added |