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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 49,606 | $2.44M | 0.08% | −2,575−4.9% | Reduced |
| Clearstead Advisors, LLC | 49,366 | $2.43M | 0.13% | −857−1.7% | Reduced |
| Lakeview Capital Partners, LLC | 49,363 | $2.43M | 0.43% | +1,333+2.8% | Added |
| Jackson Hole Capital Partners, LLC | 49,096 | $2.42M | 0.62% | +15,413+45.8% | Added |
| Robertson Stephens Wealth Management, LLC | 49,060 | $2.41M | 0.15% | +1,353+2.8% | Added |
| Transcend Wealth Collective, LLC | 48,862 | $2.40M | 0.21% | −2,738−5.3% | Reduced |
| Signaturefd, LLC | 48,810 | $2.40M | 0.06% | +5,950+13.9% | Added |
| Global Frontier Investments LLC | 48,661 | $2.40M | 0.82% | 00.0% | Unchanged |
| Mount Lucas Management LP | 48,512 | $2.39M | 0.84% | +48,512 | New |
| Peoples Bank | 48,104 | $2.37M | 1.90% | −1,585−3.2% | Reduced |
| Argyle Capital Management Inc. | 48,043 | $2.36M | 0.98% | −10,000−17.2% | Reduced |
| Stableford Capital II LLC | 48,026 | $2.36M | 1.01% | +561+1.2% | Added |
| Meiji Yasuda Life Insurance Co | 47,709 | $2.35M | 0.05% | +22,200+87.0% | Added |
| Somerset Group LLC | 47,629 | $2.34M | 1.97% | 00.0% | Unchanged |
| Trust Asset Management LLC | 47,346 | $2.33M | 0.23% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 47,238 | $2.33M | 1.78% | −750−1.6% | Reduced |
| Coppell Advisory Solutions LLC | 47,235 | $2.32M | 0.47% | +17,558+59.2% | Added |
| Koss-Olinger Consulting, LLC | 47,048 | $2.32M | 0.23% | +23,175+97.1% | Added |
| YHB Investment Advisors, Inc. | 47,032 | $2.31M | 0.22% | −108,421−69.7% | Reduced |
| Pitcairn Co | 46,658 | $2.30M | 0.17% | +7,677+19.7% | Added |
| Pavion Blue Capital, LLC | 46,507 | $2.29M | 1.26% | −656−1.4% | Reduced |
| HTLF Bank | 46,272 | $2.28M | 0.27% | +46,272 | New |
| Easterly Investment Partners LLC | 46,224 | $2.28M | 0.24% | −309−0.7% | Reduced |
| Global Retirement Partners, LLC | 48,370 | $2.26M | 0.09% | +3,755+8.4% | Added |
| Union Heritage Capital, LLC | 45,970 | $2.26M | 1.17% | 00.0% | Unchanged |
| St. Louis Financial Planners Asset Management, LLC | 45,680 | $2.25M | 2.09% | +45,680 | New |
| Snowden Capital Advisors LLC | 45,576 | $2.24M | 0.09% | −13,332−22.6% | Reduced |
| Mission Wealth Management, LP | 45,503 | $2.24M | 0.07% | +1,963+4.5% | Added |
| SeaTown Holdings Pte. Ltd. | 45,500 | $2.24M | 0.31% | −755,000−94.3% | Reduced |
| FineMark National Bank & Trust | 45,431 | $2.24M | 0.09% | +32,942+263.8% | Added |
| Fiduciary Trust Co | 45,366 | $2.23M | 0.04% | −2,597−5.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 45,080 | $2.23M | 1.01% | −1,135−2.5% | Reduced |
| Choate Investment Advisors | 45,136 | $2.22M | 0.07% | +798+1.8% | Added |
| Ritholtz Wealth Management | 45,135 | $2.22M | 0.09% | +1,426+3.3% | Added |
| Kuhn & Co Investment Counsel | 45,101 | $2.22M | 2.27% | +45,101 | New |
| KCM Investment Advisors LLC | 45,082 | $2.22M | 0.09% | −2,813−5.9% | Reduced |
| IFP Advisors, Inc | 45,045 | $2.22M | 0.10% | +5,117+12.8% | Added |
| Merit Financial Group, LLC | 44,844 | $2.21M | 0.07% | −28,397−38.8% | Reduced |
| Burney Co | 44,678 | $2.20M | 0.09% | −53,580−54.5% | Reduced |
| White Pine Capital LLC | 44,427 | $2.19M | 0.84% | −3,097−6.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $2.18M | 0.02% | −8,085−15.4% | Reduced |
| Centaurus Financial, Inc. | 44,299 | $2.18M | 0.17% | −642−1.4% | Reduced |
| Dynamic Advisor Solutions LLC | 43,606 | $2.18M | 0.08% | −36−0.1% | Reduced |
| Lincoln National Corp | 44,166 | $2.17M | 0.04% | +380+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 43,900 | $2.16M | 0.21% | −12,130−21.6% | Reduced |
| Xcel Wealth Management, LLC | 43,810 | $2.16M | 0.76% | −1,300−2.9% | Reduced |
| Meeder Advisory Services, Inc. | 43,491 | $2.14M | 0.25% | +1,948+4.7% | Added |
| Naviter Wealth, LLC | 43,394 | $2.14M | 0.43% | +6,262+16.9% | Added |
| NBT Bank N A | 43,303 | $2.13M | 0.17% | +1,401+3.3% | Added |
| Pictet Bank & Trust Ltd | 43,164 | $2.12M | 2.15% | −9,176−17.5% | Reduced |
| Capital Asset Advisory Services LLC | 42,975 | $2.12M | 0.13% | +7,898+22.5% | Added |
| Bank of Stockton | 43,741 | $2.10M | 0.70% | 00.0% | Unchanged |
| Gs Investments, Inc. | 42,400 | $2.09M | 1.09% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 42,383 | $2.09M | 0.17% | 00.0% | Unchanged |
| Haverford Trust Co | 42,194 | $2.08M | 0.02% | +406+1.0% | Added |
| United Asset Strategies, Inc. | 42,172 | $2.08M | 0.23% | −1,509−3.5% | Reduced |
| Wynn Capital, LLC | 41,989 | $2.07M | 1.69% | +41,989 | New |
| Meridian Wealth Partners, LLC | 41,935 | $2.06M | 0.39% | +540+1.3% | Added |
| Premier Path Wealth Partners, LLC | 41,963 | $2.06M | 0.46% | +41,963 | New |
| Round Hill Asset Management | 41,777 | $2.06M | 1.29% | −185−0.4% | Reduced |
| Convergence Investment Partners, LLC | 41,628 | $2.05M | 1.07% | +26,891+182.5% | Added |
| Insigneo Advisory Services, LLC | 41,564 | $2.05M | 0.29% | +12,678+43.9% | Added |
| HM Payson & Co | 41,282 | $2.03M | 0.04% | −1,558−3.6% | Reduced |
| Quadrant Capital Group LLC | 41,268 | $2.03M | 0.17% | +15,742+61.7% | Added |
| Thoroughbred Financial Services, LLC | 41,265 | $2.03M | 0.16% | +3,623+9.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 41,250 | $2.03M | 0.38% | +4,038+10.9% | Added |
| 3Chopt Investment Partners, LLC | 41,209 | $2.03M | 0.75% | +3,119+8.2% | Added |
| Schnieders Capital Management LLC | 41,084 | $2.02M | 0.45% | −27,445−40.0% | Reduced |
| Shayne & Co., LLC | 40,977 | $2.02M | 0.63% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 40,880 | $2.01M | 1.48% | −2,571−5.9% | Reduced |
| Wealthspire Advisors, LLC | 40,810 | $2.01M | 0.03% | +25,448+165.7% | Added |
| Marks Group Wealth Management, Inc | 40,752 | $2.01M | 0.23% | −4,147−9.2% | Reduced |
| Capital International Sarl | 40,688 | $2.00M | 0.08% | −1,666−3.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,404 | $1.99M | 0.61% | −7,447−15.6% | Reduced |
| Oppenheimer & Co Inc | 40,366 | $1.99M | 0.04% | −1,658−3.9% | Reduced |
| Geneos Wealth Management Inc. | 40,354 | $1.99M | 0.10% | −14,950−27.0% | Reduced |
| Hedges Asset Management LLC | 40,100 | $1.97M | 1.54% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 39,802 | $1.96M | 0.08% | −17,842−31.0% | Reduced |
| Pallas Capital Advisors LLC | 39,502 | $1.94M | 0.10% | +39,502 | New |
| Oarsman Capital, Inc. | 39,289 | $1.93M | 0.51% | +4,466+12.8% | Added |
| Foster Group, Inc. | 47,146 | $1.93M | 0.12% | 00.0% | Unchanged |
| Cigna Investments Inc | 39,081 | $1.92M | 0.40% | −259−0.7% | Reduced |
| First National Advisers, LLC | 38,832 | $1.91M | 0.55% | +14,289+58.2% | Added |
| Iams Wealth Management, LLC | 38,831 | $1.91M | 1.24% | −3,176−7.6% | Reduced |
| Cunning Capital Partners, LP | 38,675 | $1.90M | 1.19% | 00.0% | Unchanged |
| Heartland Advisors Inc | 38,625 | $1.90M | 0.10% | −2,657−6.4% | Reduced |
| CAPROCK Group, Inc. | 38,451 | $1.89M | 0.12% | +535+1.4% | Added |
| Johnson Financial Group, Inc. | 38,342 | $1.89M | 0.10% | +4,920+14.7% | Added |
| Advisors Asset Management, Inc. | 38,297 | $1.88M | 0.04% | +4,165+12.2% | Added |
| Evercore Wealth Management, LLC | 37,976 | $1.87M | 0.03% | −246−0.6% | Reduced |
| Hyman Charles D | 37,900 | $1.86M | 0.11% | −1,949−4.9% | Reduced |
| Crestwood Advisors Group LLC | 37,756 | $1.86M | 0.04% | −3,036−7.4% | Reduced |
| Quantitative Investment Management, LLC | 37,727 | $1.86M | 0.11% | +37,727 | New |
| Triangle Securities Wealth Management | 37,552 | $1.85M | 0.57% | −648−1.7% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $1.85M | 0.10% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 37,451 | $1.84M | 0.08% | −42,393−53.1% | Reduced |
| Delap Wealth Advisory, LLC | 37,414 | $1.84M | 0.83% | +19,064+103.9% | Added |
| DFPG Investments, LLC | 37,658 | $1.83M | 0.14% | −2,322−5.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,084 | $1.83M | 0.33% | +440+1.2% | Added |
| Stonegate Investment Group, LLC | 37,014 | $1.82M | 0.06% | −1,753−4.5% | Reduced |