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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 36,776 | $1.81M | 0.07% | +20,705+128.8% | Added |
| Azimuth Capital Investment Management LLC | 36,758 | $1.81M | 0.08% | +197+0.5% | Added |
| Retirement Planning Co of New England, Inc. | 36,722 | $1.81M | 0.81% | +618+1.7% | Added |
| One Capital Management, LLC | 36,268 | $1.79M | 0.07% | +228+0.6% | Added |
| Keystone Wealth Services, LLC | 36,185 | $1.78M | 0.61% | +2,131+6.3% | Added |
| Avestar Capital, LLC | 36,159 | $1.78M | 0.22% | +1,362+3.9% | Added |
| Venture Visionary Partners LLC | 35,691 | $1.76M | 0.09% | +3,970+12.5% | Added |
| Brighton Jones LLC | 35,672 | $1.76M | 0.07% | +1,863+5.5% | Added |
| Brevan Howard Capital Management LP | 35,435 | $1.74M | 0.18% | +35,435 | New |
| We Are One Seven, LLC | 35,427 | $1.74M | 0.10% | +1,562+4.6% | Added |
| Marotta Asset Management | 35,181 | $1.73M | 0.37% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 16,981 | $1.73M | 2.05% | +2,957+21.1% | Added |
| Peak Asset Management, LLC | 34,879 | $1.72M | 0.38% | −430−1.2% | Reduced |
| Moody National Bank Trust Division | 34,819 | $1.71M | 0.13% | −39,102−52.9% | Reduced |
| Alpha Cubed Investments, LLC | 34,742 | $1.71M | 0.10% | −3,900−10.1% | Reduced |
| Auxier Asset Management | 34,702 | $1.71M | 0.28% | −2,775−7.4% | Reduced |
| American Money Management, LLC | 34,626 | $1.70M | 0.38% | −1,215−3.4% | Reduced |
| Carret Asset Management, LLC | 34,272 | $1.69M | 0.21% | −33−0.1% | Reduced |
| Country Club Bank | 34,026 | $1.68M | 0.13% | −297−0.9% | Reduced |
| HF Advisory Group, LLC | 34,093 | $1.68M | 1.07% | +1,417+4.3% | Added |
| Miller Investment Management, LP | 34,082 | $1.68M | 0.24% | −4,100−10.7% | Reduced |
| Equitable Holdings, Inc. | 34,034 | $1.68M | 0.02% | −8,469−19.9% | Reduced |
| Lummis Asset Management, LP | 34,009 | $1.67M | 1.28% | +34,009 | New |
| Cove Street Capital, LLC | 34,000 | $1.67M | 0.51% | −1,500−4.2% | Reduced |
| Ballentine Partners, LLC | 33,950 | $1.67M | 0.03% | +12,665+59.5% | Added |
| Bennett Selby Investments LP | 33,851 | $1.67M | 0.85% | −309−0.9% | Reduced |
| Fiduciary Family Office, LLC | 33,398 | $1.64M | 0.72% | +33,398 | New |
| Continuum Advisory, LLC | 33,370 | $1.64M | 0.23% | +516+1.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33,145 | $1.63M | 0.26% | −71−0.2% | Reduced |
| SYSTM Wealth Solutions LLC | 32,651 | $1.61M | 0.22% | −1,617−4.7% | Reduced |
| Fox Run Management, L.L.C. | 32,626 | $1.61M | 0.41% | +32,626 | New |
| Ethic Inc. | 32,607 | $1.60M | 0.05% | +11,486+54.4% | Added |
| Northwest Capital Management Inc | 32,597 | $1.60M | 0.54% | −541−1.6% | Reduced |
| Cullinan Associates Inc | 32,445 | $1.60M | 0.09% | +16,000+97.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 32,353 | $1.59M | 0.31% | −573−1.7% | Reduced |
| SeaCrest Wealth Management, LLC | 31,824 | $1.59M | 0.20% | +2,050+6.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.58M | 0.55% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 32,182 | $1.58M | 0.10% | +4,164+14.9% | Added |
| Applied Capital LLC | 32,102 | $1.58M | 1.45% | −294−0.9% | Reduced |
| Duff & Phelps Investment Management Co | 32,096 | $1.58M | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 32,090 | $1.58M | 0.07% | +32,090 | New |
| AF Advisors, Inc. | 32,040 | $1.58M | 0.37% | 00.0% | Unchanged |
| Carlson Capital Management | 32,037 | $1.58M | 0.08% | −1,396−4.2% | Reduced |
| Wesbanco Bank Inc | 32,005 | $1.58M | 0.09% | −10,871−25.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 31,920 | $1.57M | 0.85% | −621−1.9% | Reduced |
| Vident Advisory, LLC | 31,876 | $1.57M | 0.04% | +2,219+7.5% | Added |
| Smith Shellnut Wilson LLC | 31,856 | $1.57M | 0.90% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 31,820 | $1.57M | 0.08% | −4,482−12.3% | Reduced |
| Coldstream Capital Management Inc | 31,799 | $1.57M | 0.04% | −215−0.7% | Reduced |
| Granite Investment Partners, LLC | 31,587 | $1.55M | 0.06% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 31,455 | $1.55M | 0.20% | +84+0.3% | Added |
| J.W. Cole Advisors, Inc. | 31,290 | $1.54M | 0.09% | +349+1.1% | Added |
| Conning Inc. | 31,211 | $1.54M | 0.05% | −85−0.3% | Reduced |
| Grimes & Company, Inc. | 31,150 | $1.53M | 0.05% | +3,072+10.9% | Added |
| Mystic Asset Management, Inc. | 31,147 | $1.53M | 0.73% | −407−1.3% | Reduced |
| Centiva Capital, LP | 31,105 | $1.53M | 0.10% | −80,572−72.1% | Reduced |
| Massachusetts Wealth Management | 31,027 | $1.53M | 1.23% | −1,083−3.4% | Reduced |
| Schechter Investment Advisors, LLC | 30,980 | $1.52M | 0.13% | −627−2.0% | Reduced |
| Vista Investment Management | 30,933 | $1.52M | 0.71% | −68−0.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 30,911 | $1.52M | 0.03% | −99−0.3% | Reduced |
| Founders Financial Securities LLC | 30,723 | $1.51M | 0.17% | −215−0.7% | Reduced |
| Jarislowsky, Fraser Ltd | 30,630 | $1.51M | 0.01% | −2,051−6.3% | Reduced |
| Quest Partners LLC | 30,497 | $1.50M | 0.32% | +30,497 | New |
| Voya Financial Advisors, Inc. | 30,248 | $1.50M | 0.18% | +3,785+14.3% | Added |
| Wilkinson Global Asset Management LLC | 30,400 | $1.50M | 0.10% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 30,125 | $1.48M | 1.29% | −9,191−23.4% | Reduced |
| Foundations Investment Advisors, LLC | 30,407 | $1.48M | 0.04% | −24,421−44.5% | Reduced |
| NVWM, LLC | 30,018 | $1.48M | 0.44% | −196−0.6% | Reduced |
| Scott & Selber, Inc. | 29,999 | $1.48M | 0.55% | −333−1.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 30,004 | $1.48M | 0.09% | −1,619−5.1% | Reduced |
| Stieven Capital Advisors, L.P. | 30,000 | $1.48M | 0.32% | +30,000 | New |
| Diversified Trust Co | 29,997 | $1.48M | 0.05% | +1,066+3.7% | Added |
| Parallel Advisors, LLC | 29,934 | $1.47M | 0.04% | −7,072−19.1% | Reduced |
| Fort Sheridan Advisors LLC | 29,785 | $1.47M | 0.29% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 29,633 | $1.46M | 0.50% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 29,597 | $1.46M | 0.12% | +418+1.4% | Added |
| Sterneck Capital Management, LLC | 29,593 | $1.46M | 0.93% | −625−2.1% | Reduced |
| Shelton Wealth Management, LLC | 29,544 | $1.45M | 1.03% | +29+0.1% | Added |
| Ostrum Asset Management | 29,180 | $1.44M | 0.12% | +4,160+16.6% | Added |
| Resources Management Corp | 29,175 | $1.44M | 0.21% | −825−2.8% | Reduced |
| Sigma Planning Corp | 29,133 | $1.43M | 0.11% | −39,167−57.3% | Reduced |
| Tradition Wealth Management, LLC | 28,929 | $1.42M | 0.15% | −2,063−6.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 28,823 | $1.42M | 0.51% | −2,954−9.3% | Reduced |
| Evergreen Capital Management LLC | 28,798 | $1.42M | 0.06% | +5,863+25.6% | Added |
| Ancora Advisors, LLC | 28,746 | $1.41M | 0.03% | −7,305−20.3% | Reduced |
| DeepCurrents Investment Group LLC | 28,491 | $1.40M | 0.05% | −31,922−52.8% | Reduced |
| Hoylecohen, LLC | 28,469 | $1.40M | 0.11% | +1,569+5.8% | Added |
| Beese Fulmer Investment Management, Inc. | 28,217 | $1.39M | 0.14% | −8,720−23.6% | Reduced |
| Integrated Advisors Network LLC | 28,171 | $1.39M | 0.08% | +1,637+6.2% | Added |
| N.E.W. Advisory Services LLC | 28,075 | $1.38M | 0.17% | +135+0.5% | Added |
| Everett Harris & Co | 27,939 | $1.38M | 0.02% | −1,078−3.7% | Reduced |
| National Philanthropic Trust | 27,926 | $1.37M | 0.04% | +27,926 | New |
| Chemistry Wealth Management LLC | 27,824 | $1.37M | 0.41% | −285−1.0% | Reduced |
| Pacifica Partners Inc. | 30,718 | $1.37M | 0.67% | +19,010+162.4% | Added |
| Jeppson Wealth Management, LLC | 27,717 | $1.36M | 0.56% | −347−1.2% | Reduced |
| Marco Investment Management LLC | 27,701 | $1.36M | 0.14% | −732−2.6% | Reduced |
| Eos Management, L.P. | 27,500 | $1.35M | 0.60% | 00.0% | Unchanged |
| David Loasby | 26,982 | $1.35M | 0.14% | −72,658−72.9% | Reduced |
| Baker Avenue Asset Management, LP | 27,132 | $1.34M | 0.06% | −1,798−6.2% | Reduced |
| Northside Capital Management, LLC | 27,127 | $1.34M | 0.42% | 00.0% | Unchanged |