Inactive Instrument

Company Wells Fargo & Company Nyse

Equities

WFC.PRX

US94988U6727

Banks

Business Summary

Wells Fargo & Company is a leading American banking group. The Net Banking Product (before intra-group eliminations) breaks down by activity as follows:

- retail and commercial banking (57,9%): sales of standard and specialized banking products and services (mortgage lending, real estate credit, consumer credit, insurance, etc.);

- finance, investment, and market banking (22,9%);

- profit management, brokerage, and pension fund management (19.2%).

At the end of 2020, the group had USD 1,404.4 billion in current deposits and USD 887.6 billion in current loans.

Number of employees: 224,824

Sales per Business

USD in Million2022Weight2023Weight Delta
Consumer Banking and Lending
45.9 %
35,810 48.5 % 37,919 45.9 % +5.89%
Corporate and Investment Banking
23.2 %
15,242 20.7 % 19,191 23.2 % +25.91%
Wealth and Investment Management
17.8 %
14,822 20.1 % 14,691 17.8 % -0.88%
Commercial Banking
16.3 %
10,920 14.8 % 13,449 16.3 % +23.16%
Reconciling Items
-2.7 %
-2,011 -2.7 % -2,196 -2.7 % +9.20%
Corporate
-0.6 %
-998 -1.4 % -457 -0.6 % -54.21%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
73,785 100.0 % 82,597 100.0 % +11.94%

Managers

Managers TitleAgeSince
Chief Executive Officer 59 19-10-20
Director of Finance/CFO 48 20-10-13
Chief Tech/Sci/R&D Officer - -
Chief Operating Officer 61 19-12-08
Chief Investment Officer 66 17-06-30
Compliance Officer - 20-10-29
Investor Relations Contact - 94-12-31
75 -
Corporate Officer/Principal - 21-10-31
Corporate Officer/Principal - 94-12-31

Members of the board

Members of the board TitleAgeSince
Chairman 71 20-04-27
Director/Board Member 71 17-12-31
Director/Board Member 66 22-04-25
Director/Board Member 63 15-02-23
Director/Board Member 66 22-04-25
Director/Board Member 68 17-02-20
Chief Executive Officer 59 19-10-20
Director/Board Member 72 17-12-31
Director/Board Member 63 Feb. 27
Director/Board Member 64 22-04-25

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 96,546 0 0 63.68 %
Stock B 1 5,466,448,237 3,483,631,987 ( 63.73 %) 1,980,132,879 ( 36.22 %)
Stock C 0 3,967,981 0 0
Stock D 0 3,967,981 0 0
Stock E 0 3,967,981 0 0

Shareholders

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
8.973 %
317,688,566 8.973 % 19 039 M $
BlackRock Advisors LLC
5.735 %
203,044,613 5.735 % 12 168 M $
Fidelity Management & Research Co. LLC
5.277 %
186,838,035 5.277 % 11 197 M $
147,273,022 4.160 % 8 826 M $
Dodge & Cox
3.253 %
115,176,052 3.253 % 6 903 M $
JPMorgan Investment Management, Inc.
3.183 %
112,698,379 3.183 % 6 754 M $
Geode Capital Management LLC
2.027 %
71,749,034 2.027 % 4 300 M $
T. Rowe Price International Ltd.
2.012 %
71,230,648 2.012 % 4 269 M $
Capital Research & Management Co. (International Investors)
1.677 %
59,374,633 1.677 % 3 558 M $
Norges Bank (13F)
1.505 %
53,292,249 1.505 % 3 194 M $
NameEquities%Valuation
PIMCO Europe Ltd.
332.50 %
6,650,000 332.50 % 7 M $
Menora Mivtachim Mutual Funds Ltd.
33.50 %
670,000 33.50 % 671 407 $
Capital Asset Management Co., Ltd.
15.02 %
300,486 15.02 % 301 117 $
Aramea Asset Management AG
10.00 %
200,000 10.00 % 200 420 $
Innovative Portfolios LLC
7.500 %
150,000 7.500 % 150 315 $
Nomura Corporate Research & Asset Management, Inc.
2.500 %
50,000 2.500 % 50 105 $
FMR Investment Management (UK) Ltd.
2.000 %
40,000 2.000 % 40 084 $
EFG Asset Management (UK) Ltd.
0.000000 %
0 0.000000 % - $
Credit Suisse Gestión SGIIC SA
0.000000 %
0 0.000000 % - $
Smith Capital Investors LLC
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
PNC Investments LLC
5.413 %
2,273,340 5.413 % 44 M $
Russell Investments Canada Ltd.
0.003724 %
1,564 0.003724 % 30 044 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
23,630,000 - 25 M $
PIMCO Europe Ltd.
-
17,400,000 - 18 M $
Whittier Advisors LLC
-
1,000,000 - 1 M $
DoubleLine Capital LP
-
975,000 - 1 M $
Goldman Sachs Asset Management International
-
295,000 - 307 803 $
FMR Investment Management (UK) Ltd.
-
40,000 - 41 736 $
AllianceBernstein Ltd.
-
3,000 - 3 130 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
0.2678 %
9,400,000 0.2678 % 9 M $
Virtus Fixed Income Advisers LLC
0.0889 %
3,120,000 0.0889 % 3 M $
Azimut Capital Management SGR SpA
0.0855 %
3,000,000 0.0855 % 3 M $
Franklin Bissett Investment Management
0.0570 %
2,000,000 0.0570 % 2 M $
DoubleLine Capital LP
0.0368 %
1,290,000 0.0368 % 1 M $
Sanlam Multi Manager International (Pty) Ltd.
0.008832 %
310,000 0.008832 % 291 958 $
Banor Capital Ltd.
0.008547 %
300,000 0.008547 % 282 540 $
Ayalon Mutual Funds Ltd.
0.003561 %
125,000 0.003561 % 117 725 $
AllianceBernstein Ltd.
0.002593 %
91,000 0.002593 % 85 704 $
National Investment Services of America LLC
0.000342 %
12,000 0.000342 % 11 302 $
NameEquities%Valuation
Caixa DTVM SA
0.001541 %
218,215 0.001541 % 3 M $
Itaú Unibanco SA
0.001119 %
158,436 0.001119 % 2 M $
Bram Bradesco Asset Management S/A DTVM
0.000230 %
32,591 0.000230 % 484 800 $
NameEquities%Valuation
IAT Reinsurance Co. Ltd.
0.4008 %
387 0.4008 % 381 $
Heritage Wealth Advisors LLC
0.0839 %
81 0.0839 % 80 $
Meeder Asset Management, Inc.
0.001036 %
1 0.001036 % 1 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
0.7227 %
338,234 0.7227 % 7 M $
Mathes Co., Inc.
0.0449 %
21,000 0.0449 % 430 290 $
Capital Investment Trust Corp.
0.0289 %
13,519 0.0289 % 277 004 $
Russell Investments Canada Ltd.
0.004865 %
2,277 0.004865 % 46 656 $
Thompson Investment Management, Inc.
0.004274 %
2,000 0.004274 % 40 980 $
152 0.000325 % 3 114 $
Financial Gravity Asset Management, Inc.
0.000090 %
42 0.000090 % 861 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
0.9480 %
474,000 0.9480 % 9 M $
Franklin Templeton SinoAm Securities Investment Mgmt, Inc
0.5508 %
275,398 0.5508 % 5 M $
PIMCO Europe Ltd.
0.3000 %
150,000 0.3000 % 3 M $
Atlas Capital Advisors LLC
0.005550 %
2,775 0.005550 % 51 615 $
Old Point Trust & Financial Services, NA
0.004000 %
2,000 0.004000 % 37 200 $
Thompson Investment Management, Inc.
0.004000 %
2,000 0.004000 % 37 200 $
Lawrence W. Kelly & Associates, Inc.
0.000500 %
250 0.000500 % 4 650 $
247 0.000494 % 4 594 $
NameEquities%Valuation
Aberdeen Asset Management France SA
7.561 %
300,000 7.561 % 346 M $
Loomis, Sayles & Co. LP
7.051 %
279,780 7.051 % 323 M $
Stonebridge Advisors LLC
5.469 %
217,004 5.469 % 251 M $
Advent Capital Management LLC
4.656 %
184,763 4.656 % 213 M $
First Trust Advisors LP
3.766 %
149,450 3.766 % 173 M $
Victory Capital Management, Inc. (Investment Management)
2.334 %
92,622 2.334 % 107 M $
Valeo Financial Advisors LLC
2.061 %
81,767 2.061 % 94 M $
66,345 1.672 % 77 M $
MacKay Shields LLC
0.7235 %
28,710 0.7235 % 33 M $
Coastwise Capital Group LLC
0.6546 %
25,974 0.6546 % 30 M $
NameEquities%Valuation
PIMCO Europe Ltd.
0.0933 %
75,100 0.0933 % 2 M $
Capital Investment Trust Corp.
0.0224 %
18,026 0.0224 % 368 812 $
228 0.000283 % 4 665 $
Tucker Asset Management LLC
0.000193 %
155 0.000193 % 3 171 $
Financial Gravity Asset Management, Inc.
0.000067 %
54 0.000067 % 1 105 $
NameEquities%Valuation
NWQ Investment Management Co. LLC
-
0 - - $
Virtus Fixed Income Advisers LLC
-
0 - - $
Western Asset Management Co. Ltd.
-
0 - - $
Franklin Templeton International Services SARL
-
0 - - $
Metropolitan West Asset Management LLC
-
0 - - $
DoubleLine Capital LP
-
0 - - $
Flaherty & Crumrine, Inc.
-
0 - - $
NameEquities%Valuation
Atlas Capital Advisors LLC
0.002645 %
730 0.002645 % 44 $
Boyd Watterson Asset Management LLC
0.000362 %
100 0.000362 % 6 $
ORG Partners LLC
0.000094 %
26 0.000094 % 2 $

Holdings

NameEquities%Valuation
28,299,638 11.53% 7,601,565,763 $
1,007,180 7.30% 7,750,250 $
6,048 0.00% 70,580 $
4,338 208.06% 47,067 $
3,531 0.01% 36,899 $
3,350 100.00% 35,577 $
1,700 0.00% 17,374 $
1,600 100.00% 17,056 $
1,242 9.84% 10,085 $
833 94.34% 8,788 $

Company contact information

Wells Fargo & Co.

420 Montgomery Street

94104, San Francisco

+866 249 3302

http://www.wellsfargo.com
address Wells Fargo & Company(WFC.PRX)

Group companies

NameCategory and Sector
Investment Banks/Brokers
Real Estate Development
Financial Conglomerates
Norwest Venture Partners IX LP
Investment Managers
Norwest Venture Partners VII-A LP
Investment Managers
Norwest Venture Partners X LP
Investment Managers
Wells Fargo Advantage Strategic Income Fund/Old
Investment Trusts/Mutual Funds
Allspring Dynamic Target 2050 Fund
Investment Trusts/Mutual Funds
Allspring Dynamic Target 2055 Fund
Investment Trusts/Mutual Funds
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