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 |
|---|---|---|---|---|---|
| Cynosure Management, LLC | 111,611 | $5.49M | 0.99% | −28,730−20.5% | Reduced |
| Rathbone Brothers plc | 111,397 | $5.48M | 0.04% | −4,624−4.0% | Reduced |
| NBW Capital LLC | 109,009 | $5.37M | 1.17% | −382−0.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 107,634 | $5.30M | 0.33% | −8,923−7.7% | Reduced |
| King Luther Capital Management Corp | 107,365 | $5.28M | 0.03% | −618−0.6% | Reduced |
| United Services Automobile Association | 107,249 | $5.28M | 0.12% | +9,343+9.5% | Added |
| California First Leasing Corp | 106,400 | $5.24M | 2.78% | 00.0% | Unchanged |
| Duality Advisers, LP | 106,277 | $5.23M | 0.55% | +106,277 | New |
| Procyon Private Wealth Partners, LLC | 105,457 | $5.19M | 0.44% | +2,464+2.4% | Added |
| First National Bank of Omaha | 104,768 | $5.16M | 0.33% | −2,891−2.7% | Reduced |
| Unison Asset Management LLC | 103,522 | $5.10M | 2.99% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 103,348 | $5.09M | 0.17% | −200.0% | Reduced |
| Whittier Trust Co | 103,106 | $5.07M | 0.08% | −16,712−13.9% | Reduced |
| Atria Wealth Solutions, Inc. | 101,401 | $4.99M | 0.06% | +3,093+3.1% | Added |
| Hutchinson Capital Management | 100,865 | $4.96M | 1.08% | −6,795−6.3% | Reduced |
| Dorchester Wealth Management Co | 100,683 | $4.96M | 0.92% | −1,435−1.4% | Reduced |
| Morningstar Investment Management LLC | 100,396 | $4.94M | 0.57% | +100,396 | New |
| Mendon Capital Advisors Corp | 100,000 | $4.92M | 2.31% | +100,000 | New |
| Acadian Asset Management LLC | 100,062 | $4.92M | 0.02% | −16,525−14.2% | Reduced |
| TD Private Client Wealth LLC | 99,826 | $4.91M | 0.18% | −12,843−11.4% | Reduced |
| iA Global Asset Management Inc. | 99,596 | $4.90M | 0.11% | +35,054+54.3% | Added |
| PFG Advisors | 99,370 | $4.89M | 0.39% | −593−0.6% | Reduced |
| Banco Santander, S.A. | 99,226 | $4.88M | 0.06% | −2,593−2.5% | Reduced |
| Harvest Portfolios Group Inc. | 99,201 | $4.88M | 0.21% | −10,932−9.9% | Reduced |
| Barr E S & Co | 98,889 | $4.87M | 0.33% | −2,450−2.4% | Reduced |
| Apexium Financial, LP | 98,525 | $4.85M | 0.35% | +20.0% | Added |
| Siemens Fonds Invest GmbH | 98,243 | $4.84M | 0.40% | +42,931+77.6% | Added |
| Stephens Inc | 97,338 | $4.79M | 0.08% | +1,931+2.0% | Added |
| Madison Asset Management, LLC | 96,684 | $4.76M | 0.06% | −1,835−1.9% | Reduced |
| Walleye Trading LLC | 96,405 | $4.75M | 0.07% | −288,098−74.9% | Reduced |
| Winslow Asset Management Inc | 96,290 | $4.74M | 0.96% | +1,432+1.5% | Added |
| Quadrature Capital Ltd | 95,885 | $4.72M | 0.09% | +2,074+2.2% | Added |
| Clayton Partners LLC | 95,036 | $4.68M | 3.79% | −4,945−4.9% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 95,028 | $4.68M | 2.17% | +95,028 | New |
| FJ Investments, LLC | 94,900 | $4.67M | 0.22% | +94,900 | New |
| Factorial Partners, LLC | 94,800 | $4.67M | 2.95% | +1,000+1.1% | Added |
| Cloverfields Capital Group, LP | 94,222 | $4.64M | 1.82% | +94,222 | New |
| Stratos Wealth Partners, LTD. | 94,058 | $4.63M | 0.09% | +17,458+22.8% | Added |
| Kestra Private Wealth Services, LLC | 93,775 | $4.62M | 0.12% | +7,848+9.1% | Added |
| Capital Markets Trading UK LLP | 93,596 | $4.61M | 3.40% | +30,653+48.7% | Added |
| Mach-1 Financial Group, Inc. | 93,487 | $4.60M | 1.75% | +9,674+11.5% | Added |
| Bahl & Gaynor Inc | 93,475 | $4.60M | 0.03% | −4,152−4.3% | Reduced |
| Sendero Wealth Management, LLC | 92,754 | $4.57M | 0.86% | +54,932+145.2% | Added |
| Brookmont Capital Management | 92,027 | $4.53M | 2.54% | −2,448−2.6% | Reduced |
| Elgethun Capital Management | 91,832 | $4.52M | 1.28% | −938−1.0% | Reduced |
| Alpha DNA Investment Management LLC | 91,700 | $4.51M | 2.68% | +10,869+13.4% | Added |
| Semmax Financial Advisors Inc. | 92,346 | $4.49M | 1.63% | −7,366−7.4% | Reduced |
| Cohen Klingenstein LLC | 90,900 | $4.47M | 0.18% | 00.0% | Unchanged |
| Western Financial Corp | 90,877 | $4.47M | 2.99% | −313−0.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 90,570 | $4.46M | 0.49% | −1,993−2.2% | Reduced |
| Callan Family Office, LLC | 90,522 | $4.46M | 1.10% | +155+0.2% | Added |
| Benson Investment Management Company, Inc. | 90,109 | $4.44M | 2.27% | +546+0.6% | Added |
| Concentric Wealth Management, LLC | 89,846 | $4.42M | 1.28% | −354−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 89,513 | $4.41M | 0.41% | +36,044+67.4% | Added |
| Ameritas Investment Partners, Inc. | 89,076 | $4.38M | 0.16% | −4,865−5.2% | Reduced |
| Mill Capital Management, LLC | 88,788 | $4.37M | 0.39% | −372−0.4% | Reduced |
| Tiaa Trust, National Association | 88,669 | $4.36M | 0.01% | −16,131−15.4% | Reduced |
| Altrafin AG | 88,560 | $4.36M | 1.68% | −620−0.7% | Reduced |
| Gifford Fong Associates | 88,052 | $4.33M | 0.92% | 00.0% | Unchanged |
| Continental Advisors LLC | 87,906 | $4.33M | 3.90% | +3,500+4.1% | Added |
| Richard Bernstein Advisors LLC | 87,213 | $4.29M | 0.10% | +53+0.1% | Added |
| Assenagon Asset Management S.A. | 87,148 | $4.29M | 0.01% | −283−0.3% | Reduced |
| Compagnie Lombard Odier SCmA | 87,010 | $4.28M | 0.08% | +66,651+327.4% | Added |
| Wesleyan Assurance Society | 86,500 | $4.26M | 0.42% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 85,688 | $4.22M | 0.13% | +85,688 | New |
| Nomura Holdings Inc | 85,662 | $4.22M | 0.04% | +79,544+1,300.2% | Added |
| Woodward Diversified Capital, LLC | 85,513 | $4.21M | 2.64% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 85,236 | $4.20M | 0.25% | −210,949−71.2% | Reduced |
| Regions Financial Corp | 84,895 | $4.18M | 0.03% | −24,880−22.7% | Reduced |
| Savant Capital, LLC | 84,816 | $4.17M | 0.05% | −1,381−1.6% | Reduced |
| Point72 Middle East FZE | 84,749 | $4.17M | 0.29% | +84,749 | New |
| Twin Capital Management Inc | 84,616 | $4.16M | 0.55% | −3,812−4.3% | Reduced |
| Allworth Financial LP | 83,918 | $4.13M | 0.03% | +2,021+2.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 83,706 | $4.12M | 0.38% | −16,667−16.6% | Reduced |
| Bessemer Group Inc | 83,607 | $4.12M | 0.01% | +594+0.7% | Added |
| Horizon Investments, LLC | 83,841 | $4.10M | 0.11% | +16,404+24.3% | Added |
| Asio Capital, LLC | 83,180 | $4.09M | 0.96% | +972+1.2% | Added |
| NWF Advisory Services Inc. | 83,139 | $4.09M | 0.81% | −1,984−2.3% | Reduced |
| RFG Advisory, LLC | 82,627 | $4.07M | 0.16% | +307+0.4% | Added |
| Sequoia Financial Advisors, LLC | 82,461 | $4.06M | 0.05% | +51,484+166.2% | Added |
| Tokio Marine Asset Management Co Ltd | 82,227 | $4.05M | 0.22% | +4,532+5.8% | Added |
| MAI Capital Management | 80,648 | $3.97M | 0.05% | +400.0% | Added |
| Capstone Investment Advisors, LLC | 79,462 | $3.91M | 0.07% | −93,741−54.1% | Reduced |
| LGT Group Foundation | 78,963 | $3.91M | 0.09% | +25,618+48.0% | Added |
| Shelton Capital Management | 79,213 | $3.90M | 0.12% | −15,112−16.0% | Reduced |
| River & Mercantile Asset Management LLP | 78,333 | $3.86M | 0.73% | −4,233−5.1% | Reduced |
| Verition Fund Management LLC | 78,183 | $3.85M | 0.04% | −204,382−72.3% | Reduced |
| Weik Capital Management | 77,898 | $3.83M | 1.77% | −400−0.5% | Reduced |
| Vestcor Inc | 77,634 | $3.82M | 0.13% | −838−1.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 77,000 | $3.79M | 0.52% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 76,684 | $3.77M | 0.21% | −4,421−5.5% | Reduced |
| Cetera Advisors LLC | 76,495 | $3.77M | 0.05% | −3,229−4.1% | Reduced |
| Principal Securities, Inc. | 76,346 | $3.76M | 0.14% | +76,346 | New |
| Peapack Gladstone Financial Corp | 75,989 | $3.74M | 0.06% | −2,451−3.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 75,839 | $3.73M | 0.77% | +1,225+1.6% | Added |
| Connable Office Inc | 75,766 | $3.73M | 0.45% | −3,414−4.3% | Reduced |
| HighMark Wealth Management LLC | 74,857 | $3.68M | 2.72% | −40−0.1% | Reduced |
| Advisory Services Network, LLC | 74,171 | $3.65M | 0.09% | −4,795−6.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 73,322 | $3.61M | 0.16% | +22,660+44.7% | Added |
| Toroso Investments, LLC | 72,924 | $3.59M | 0.09% | +5,752+8.6% | Added |