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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 72,863 | $3.59M | 0.05% | −49,074−40.2% | Reduced |
| Portside Wealth Group, LLC | 72,790 | $3.58M | 0.67% | −6,419−8.1% | Reduced |
| Veriti Management LLC | 72,724 | $3.58M | 0.32% | +9,522+15.1% | Added |
| Maven Securities LTD | 72,628 | $3.57M | 0.41% | −12,244−14.4% | Reduced |
| Kerrisdale Advisers, LLC | 72,621 | $3.57M | 1.06% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 71,540 | $3.57M | 0.37% | −2,212−3.0% | Reduced |
| Bradley Foster & Sargent Inc | 72,095 | $3.55M | 0.07% | −4,088−5.4% | Reduced |
| FDx Advisors, Inc. | 71,704 | $3.53M | 0.27% | +10,971+18.1% | Added |
| Engineers Gate Manager LP | 70,825 | $3.49M | 0.10% | +30,752+76.7% | Added |
| Greenleaf Trust | 70,566 | $3.47M | 0.04% | +1,229+1.8% | Added |
| Wedbush Securities Inc | 70,504 | $3.47M | 0.15% | +12,469+21.5% | Added |
| Apollon Wealth Management, LLC | 69,902 | $3.44M | 0.12% | +21,113+43.3% | Added |
| Slagle Financial, LLC | 138,594 | $3.41M | 1.95% | +68,356+97.3% | Added |
| Culbertson A N & Co Inc | 69,227 | $3.41M | 0.63% | −4,500−6.1% | Reduced |
| Sawtooth Solutions, LLC | 68,768 | $3.38M | 0.09% | +1,553+2.3% | Added |
| HighPoint Advisor Group LLC | 59,273 | $3.36M | 0.24% | +59,273 | New |
| Bayesian Capital Management, LP | 68,302 | $3.36M | 0.36% | +68,302 | New |
| Welch & Forbes LLC | 68,032 | $3.35M | 0.05% | −3,446−4.8% | Reduced |
| Independent Advisor Alliance | 69,393 | $3.35M | 0.12% | −1,200−1.7% | Reduced |
| Jump Financial, LLC | 67,891 | $3.34M | 0.11% | +67,891 | New |
| Daymark Wealth Partners, LLC | 67,346 | $3.31M | 0.20% | −4,156−5.8% | Reduced |
| SWS Partners | 66,276 | $3.26M | 1.06% | −6,041−8.4% | Reduced |
| Karpas Strategies, LLC | 66,227 | $3.26M | 1.08% | +301+0.5% | Added |
| Argent Trust Co | 65,863 | $3.24M | 0.16% | −9,075−12.1% | Reduced |
| Axxcess Wealth Management, LLC | 65,453 | $3.22M | 0.10% | +12,026+22.5% | Added |
| Oldfather Financial Services, LLC | 64,800 | $3.19M | 1.42% | +40.0% | Added |
| Prime Capital Investment Advisors, LLC | 64,517 | $3.18M | 0.05% | +29,580+84.7% | Added |
| Bleakley Financial Group, LLC | 63,769 | $3.14M | 0.10% | −3,446−5.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 63,725 | $3.14M | 0.79% | +6,676+11.7% | Added |
| Kingsview Wealth Management, LLC | 63,669 | $3.13M | 0.09% | −10,411−14.1% | Reduced |
| Lee Danner & Bass Inc | 63,129 | $3.11M | 0.27% | −5,280−7.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 63,103 | $3.11M | 0.05% | −90,320−58.9% | Reduced |
| Teza Capital Management LLC | 63,095 | $3.11M | 0.52% | +35,827+131.4% | Added |
| Park Avenue Securities LLC | 62,838 | $3.09M | 0.04% | +5,617+9.8% | Added |
| HB Wealth Management, LLC | 62,412 | $3.07M | 0.04% | −638−1.0% | Reduced |
| IMS Capital Management | 61,283 | $3.02M | 1.48% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 61,128 | $3.01M | 0.07% | +1,599+2.7% | Added |
| Pinnacle Financial Partners Inc | 61,100 | $3.01M | 0.07% | +339+0.6% | Added |
| DoubleLine ETF Adviser LP | 60,696 | $2.99M | 0.86% | +4,344+7.7% | Added |
| Golden State Equity Partners | 60,646 | $2.98M | 0.72% | −352−0.6% | Reduced |
| Huntington National Bank | 60,575 | $2.98M | 0.03% | −11,525−16.0% | Reduced |
| Smith, Salley & Associates | 60,470 | $2.98M | 0.19% | +14,979+32.9% | Added |
| Twin Tree Management, LP | 59,923 | $2.95M | 0.05% | +59,923 | New |
| Mark Asset Management LP | 59,915 | $2.95M | 0.48% | +59,915 | New |
| Lowe Brockenbrough & Co Inc | 59,045 | $2.91M | 0.23% | +1,548+2.7% | Added |
| Montag A & Associates Inc | 58,502 | $2.88M | 0.16% | +2,215+3.9% | Added |
| S&CO Inc | 57,823 | $2.85M | 0.22% | −2,650−4.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 57,736 | $2.84M | 0.04% | −3,811−6.2% | Reduced |
| Cidel Asset Management Inc | 57,704 | $2.84M | 0.12% | +50,204+669.4% | Added |
| Edgestream Partners, L.P. | 57,411 | $2.83M | 0.20% | +28,566+99.0% | Added |
| Profund Advisors LLC | 57,111 | $2.81M | 0.12% | +12,342+27.6% | Added |
| Mitchell Sinkler & Starr | 56,875 | $2.80M | 0.51% | +1,750+3.2% | Added |
| Aspen Grove Capital, LLC | 56,867 | $2.80M | 0.85% | −1,491−2.6% | Reduced |
| Moors & Cabot, Inc. | 56,626 | $2.79M | 0.17% | −8,033−12.4% | Reduced |
| Parcion Private Wealth LLC | 56,583 | $2.79M | 0.25% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 56,564 | $2.78M | 0.07% | −397−0.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 56,442 | $2.78M | 0.46% | −5,425−8.8% | Reduced |
| Van Leeuwen & Company, LLC | 56,225 | $2.77M | 1.61% | −27,697−33.0% | Reduced |
| Stonebridge Capital Advisors LLC | 55,926 | $2.75M | 0.28% | −56−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 55,865 | $2.75M | 0.11% | −10,051−15.2% | Reduced |
| Signet Financial Management, LLC | 55,838 | $2.75M | 0.41% | −150.0% | Reduced |
| Empower Advisory Group, LLC | 55,635 | $2.74M | 0.01% | +23,209+71.6% | Added |
| Goelzer Investment Management, Inc. | 55,623 | $2.74M | 0.18% | −1,538−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 55,377 | $2.73M | 0.05% | +5,929+12.0% | Added |
| Quad-Cities Investment Group, LLC | 54,383 | $2.71M | 1.68% | +12,893+31.1% | Added |
| WCG Wealth Advisors LLC | 55,070 | $2.71M | 0.20% | +1,766+3.3% | Added |
| National Asset Management, Inc. | 54,873 | $2.70M | 0.07% | −12,473−18.5% | Reduced |
| Alaska Permanent Fund Corp | 54,733 | $2.69M | 0.04% | −567−1.0% | Reduced |
| Perkins Coie Trust Co | 54,732 | $2.69M | 0.68% | −2,745−4.8% | Reduced |
| Legato Capital Management LLC | 54,661 | $2.69M | 0.35% | 00.0% | Unchanged |
| Selway Asset Management | 54,600 | $2.69M | 1.13% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 54,456 | $2.68M | 0.47% | −1,227−2.2% | Reduced |
| Vise Technologies, Inc. | 54,331 | $2.67M | 0.58% | +17,258+46.6% | Added |
| Wetherby Asset Management Inc | 54,222 | $2.67M | 0.14% | −2,862−5.0% | Reduced |
| Central Trust Co | 53,859 | $2.65M | 0.07% | −30.0% | Reduced |
| Meitav Dash Investments Ltd | 53,651 | $2.65M | 0.04% | −1,941−3.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 53,730 | $2.64M | 0.03% | +10,509+24.3% | Added |
| SOL Capital Management CO | 53,643 | $2.64M | 0.36% | −1,600−2.9% | Reduced |
| InterOcean Capital Group, LLC | 53,548 | $2.64M | 0.07% | −10,643−16.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 53,363 | $2.63M | 0.04% | +293+0.6% | Added |
| Kingswood Wealth Advisors, LLC | 53,331 | $2.62M | 0.30% | −4,422−7.7% | Reduced |
| D L Carlson Investment Group Inc | 49,864 | $2.59M | 0.53% | +49,864 | New |
| Paradigm Asset Management Co LLC | 52,402 | $2.58M | 0.68% | −1,300−2.4% | Reduced |
| Clear Harbor Asset Management, LLC | 52,268 | $2.57M | 0.25% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 52,067 | $2.56M | 0.11% | +20,867+66.9% | Added |
| Summit Trail Advisors, LLC | 52,041 | $2.56M | 0.08% | +714+1.4% | Added |
| Qtron Investments LLC | 52,002 | $2.56M | 0.42% | +9,444+22.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,998 | $2.56M | 0.01% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 51,539 | $2.54M | 0.24% | +11,375+28.3% | Added |
| Aft, Forsyth & Sober, LLC | 51,500 | $2.54M | 0.98% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 51,252 | $2.52M | 0.20% | +885+1.8% | Added |
| London Co of Virginia | 51,245 | $2.52M | 0.01% | −4,337−7.8% | Reduced |
| Brown Brothers Harriman & Co | 51,055 | $2.51M | 0.02% | −3,210−5.9% | Reduced |
| Trust Point Inc. | 50,765 | $2.50M | 0.21% | +50,765 | New |
| Associated Banc-Corp | 50,607 | $2.49M | 0.09% | +3,419+7.2% | Added |
| Forum Financial Management, LP | 50,579 | $2.49M | 0.05% | −529−1.0% | Reduced |
| Waterloo Capital, L.P. | 50,228 | $2.47M | 0.40% | +50,228 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,010 | $2.46M | 0.15% | −488−1.0% | Reduced |
| Iat Reinsurance Co Ltd. | 50,000 | $2.46M | 0.46% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 49,733 | $2.45M | 0.07% | +5,527+12.5% | Added |