Wells Fargo & Company
WFC.PL- 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; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Wells Fargo & Company as of Mar 31, 2024. 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
- 254
- +9 vs. Q4 2023
- Shares held
- 2.81M
- −202.5K (−6.7%) vs. Q4 2023
- Total value
- $2.96B
- +$46.5M (+1.6%) vs. Q4 2023
- New holders
- 27
- 62 more added
- Sold out
- 18
- 67 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC.PL 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 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 579,548 | $706.7M | 0.69% | 00.0% | Unchanged |
| BlackRock Inc. | 291,446 | $355.4M | 0.01% | +31,954+12.3% | Added |
| Advent Capital Management | 184,763 | $227.1M | 5.77% | −9,061−4.7% | Reduced |
| First Trust Advisors LP | 149,450 | $182.2M | 0.18% | +16,790+12.7% | Added |
| Victory Capital Management Inc | 92,622 | $112.9M | 0.11% | +6,404+7.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 75,705 | $84.3M | 0.18% | −18,886−20.0% | Reduced |
| Stonebridge Advisors LLC | 67,554 | $82.4M | 50.11% | +19,202+39.7% | Added |
| Invesco Ltd. | 64,890 | $79.1M | 0.02% | +578+0.9% | Added |
| State Street Corp | 64,445 | $77.7M | 0.00% | −1,900−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 61,483 | $75.2M | 0.07% | +116+0.2% | Added |
| Allianz Asset Management GmbH | 58,640 | $71.5M | 0.12% | 00.0% | Unchanged |
| FMR LLC | 52,738 | $64.3M | 0.00% | +6,900+15.1% | Added |
| Morgan Stanley | 47,634 | $57.6M | 0.00% | +2,138+4.7% | Added |
| Nuveen Asset Management, LLC | 39,198 | $47.8M | 0.01% | −498−1.3% | Reduced |
| Bank of America Corp | 32,235 | $39.3M | 0.00% | −319−1.0% | Reduced |
| Mackay Shields LLC | 28,710 | $35.1M | 0.97% | −10.0% | Reduced |
| Thrivent Financial for Lutherans | 24,376 | $29.7M | 0.06% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 22,691 | $27.7M | 0.06% | −700−3.0% | Reduced |
| Ssi Investment Management LLC | 20,698 | $25.0M | 1.89% | +257+1.3% | Added |
| New York State Common Retirement Fund | 18,351 | $22.4M | 0.03% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 17,852 | $21.8M | 5.35% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $19.0M | 0.00% | – | – |
| First Manhattan Co | 14,182 | $17.3M | 0.06% | −2,200−13.4% | Reduced |
| KCM Investment Advisors LLC | 13,362 | $16.3M | 0.60% | −2,283−14.6% | Reduced |
| Loomis Sayles & Co L P | 279,780 | $16.2M | 0.02% | −97,979−25.9% | Reduced |
| New England Asset Management Inc | 13,275 | $16.2M | 2.51% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 12,995 | $15.8M | 2.18% | +242+1.9% | Added |
| Galvin, Gaustad & Stein, LLC | 11,617 | $14.2M | 1.30% | −761−6.1% | Reduced |
| JRM Investment Counsel, LLC | 10,967 | $13.4M | 4.42% | −160−1.4% | Reduced |
| Alliancebernstein L.P. | 10,752 | $13.1M | 0.00% | −725−6.3% | Reduced |
| Lord, Abbett & Co. LLC | 9,559 | $11.7M | 0.04% | −197−2.0% | Reduced |
| Kestra Advisory Services, LLC | 9,529 | $11.6M | 0.08% | +785+9.0% | Added |
| Jane Street Group, LLC | 9,137 | $11.0M | 0.01% | −7,973−46.6% | Reduced |
| Camden Asset Management L P | 9,000 | $11.0M | 0.40% | −40,355−81.8% | Reduced |
| RB Capital Management, LLC | 8,145 | $9.93M | 2.66% | +10+0.1% | Added |
| Stratos Wealth Partners, LTD. | 7,952 | $9.70M | 0.16% | +747+10.4% | Added |
| AEGON USA Investment Management, LLC | – | $9.67M | 6.53% | – | – |
| Wellington Management Group LLP | 7,054 | $8.60M | 0.00% | +1,288+22.3% | Added |
| Palisade Capital Management LLC | 7,018 | $8.47M | 0.22% | −1,257−15.2% | Reduced |
| UBS Group AG | 6,696 | $8.16M | 0.00% | +549+8.9% | Added |
| Crawford Investment Counsel Inc | 6,411 | $7.82M | 0.15% | +70+1.1% | Added |
| Raymond James & Associates | 6,355 | $7.75M | 0.01% | +411+6.9% | Added |
| Stifel Financial Corp | 6,176 | $7.53M | 0.01% | +405+7.0% | Added |
| Conning Inc. | 6,065 | $7.33M | 0.24% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 6,000 | $7.32M | 15.62% | 00.0% | Unchanged |
| Citigroup Inc | 6,004 | $6.88M | 0.01% | −4,314−41.8% | Reduced |
| Norris Perne & French LLP | 5,485 | $6.69M | 0.48% | −137−2.4% | Reduced |
| LPL Financial LLC | 5,295 | $6.46M | 0.00% | +457+9.4% | Added |
| Rational Advisors LLC | 5,100 | $6.22M | 0.58% | 00.0% | Unchanged |
| Western Asset Management Company, LLC | 4,965 | $6.05M | 5.79% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,888 | $5.96M | 0.01% | −18−0.4% | Reduced |
| Wells Fargo & Company | 4,864 | $5.93M | 0.00% | +1,515+45.2% | Added |
| JPMorgan Chase & Co | 4,677 | $5.70M | 0.00% | −991−17.5% | Reduced |
| Phraction Management LLC | 4,638 | $5.65M | 2.21% | −146−3.1% | Reduced |
| Amundi | 4,799 | $5.54M | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,392 | $5.36M | 0.11% | −155−3.4% | Reduced |
| Hudson Capital Management LLC | 4,300 | $5.24M | 1.81% | +1,564+57.2% | Added |
| Agf Management Ltd | 4,000 | $4.88M | 0.03% | +800+25.0% | Added |
| Cohen & Steers, Inc. | 3,817 | $4.65M | 0.01% | +350+10.1% | Added |
| Edgemoor Investment Advisors, Inc. | 3,802 | $4.64M | 0.44% | +258+7.3% | Added |
| Bessemer Group Inc | 3,787 | $4.62M | 0.01% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,848 | $4.60M | 1.30% | 00.0% | Unchanged |
| Mariner, LLC | 3,744 | $4.57M | 0.01% | +328+9.6% | Added |
| Laffer Tengler Investments | 3,481 | $4.20M | 1.08% | +171+5.2% | Added |
| Spectrum Asset Management, Inc. | 3,429 | $4.18M | 7.30% | −1,319−27.8% | Reduced |
| Relative Value Partners Group, LLC | 3,441 | $4.16M | 0.26% | −4−0.1% | Reduced |
| Janney Montgomery Scott LLC | 3,285 | $4.01M | 0.01% | +194+6.3% | Added |
| Goldman Sachs Group Inc | 3,280 | $4.00M | 0.00% | −10.0% | Reduced |
| Envestnet Asset Management Inc | 3,146 | $3.84M | 0.00% | +1,210+62.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $3.78M | 0.23% | 00.0% | Unchanged |
| Macquarie Group Ltd | – | $3.69M | 0.00% | – | – |
| SG Americas Securities, LLC | 3,000 | $3.66M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,666 | $3.26M | 0.01% | −657−19.8% | Reduced |
| Whalerock Point Partners, LLC | 2,667 | $3.25M | 0.89% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,629 | $3.21M | 1.09% | 00.0% | Unchanged |
| American Century Companies Inc | 2,593 | $3.17M | 0.00% | +814+45.8% | Added |
| Keystone Financial Group | 2,602 | $3.17M | 0.46% | +9+0.3% | Added |
| Calamos Advisors LLC | 2,579 | $3.14M | 0.02% | +5+0.2% | Added |
| Summitry LLC | 2,339 | $2.85M | 0.15% | −14−0.6% | Reduced |
| Seven Springs Wealth Group, LLC | 2,336 | $2.85M | 1.09% | +734+45.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,196 | $2.68M | 0.01% | +484+28.3% | Added |
| Neuberger Berman Group LLC | 2,101 | $2.56M | 0.00% | −2,029−49.1% | Reduced |
| CI Private Wealth, LLC | 2,028 | $2.47M | 0.00% | −6−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 1,990 | $2.41M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,834 | $2.24M | 0.00% | +156+9.3% | Added |
| CSM Advisors, LLC | 1,750 | $2.13M | 0.14% | 00.0% | Unchanged |
| Bowie Capital Management, LLC | 1,600 | $1.95M | 0.16% | 00.0% | Unchanged |
| Truist Financial Corp | 1,527 | $1.86M | 0.00% | +466+43.9% | Added |
| Magnus Financial Group LLC | 1,502 | $1.83M | 0.22% | +253+20.3% | Added |
| Montag A & Associates Inc | 1,484 | $1.81M | 0.09% | +634+74.6% | Added |
| Schnieders Capital Management LLC | 1,477 | $1.80M | 0.37% | −8−0.5% | Reduced |
| Everett Harris & Co | 1,441 | $1.76M | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 1,422 | $1.73M | 0.13% | 00.0% | Unchanged |
| First Foundation Advisors | 1,343 | $1.64M | 0.07% | −683−33.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,341 | $1.63M | 0.00% | −10−0.7% | Reduced |
| Marathon Capital Management | 1,242 | $1.51M | 0.36% | −5−0.4% | Reduced |
| Coastwise Capital Group, LLC | 25,974 | $1.51M | 1.40% | −307−1.2% | Reduced |
| National Bank of Canada | 1,248 | $1.45M | 0.00% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,169 | $1.43M | 1.22% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,110 | $1.35M | 0.03% | +1,110 | New |