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 |
|---|---|---|---|---|---|
| Keynote Financial Services LLC | 23,250 | $504.5K | 0.42% | +23,250 | New |
| Ameriprise Financial Inc | 418 | $509.7K | 0.00% | +17+4.2% | Added |
| Ieq Capital, LLC | 430 | $524.3K | 0.01% | +130+43.3% | Added |
| Bank of Montreal | 434 | $529.3K | 0.00% | −29−6.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 439 | $535.3K | 0.07% | −6−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 440 | $536.5K | 0.00% | −178−28.8% | Reduced |
| Crew Capital Management, Ltd. | 440 | $536.5K | 0.43% | +18+4.3% | Added |
| Marathon Trading Investment Management LLC | 444 | $541.4K | 0.21% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 81,767 | $542.7K | 0.02% | +47+0.1% | Added |
| Fernwood Investment Management, LLC | 469 | $571.9K | 0.17% | −15−3.1% | Reduced |
| Susquehanna International Group, LLP | 471 | $574.3K | 0.00% | +77+19.5% | Added |
| Cetera Investment Advisers | 473 | $576.5K | 0.00% | +473 | New |
| Wambolt & Associates, LLC | 480 | $581.4K | 0.17% | 00.0% | Unchanged |
| Icon Advisers Inc | 500 | $605.5K | 0.13% | −200−28.6% | Reduced |
| Coordinated Financial Services, Inc. | 498 | $607.0K | 0.53% | +498 | New |
| UBS Asset Management Americas Inc | – | $609.7K | 0.00% | – | – |
| Independent Wealth Network Inc. | 504 | $614.6K | 0.29% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 515 | $628.0K | 0.23% | −9−1.7% | Reduced |
| Wedbush Securities Inc | 517 | $630.0K | 0.02% | −47−8.3% | Reduced |
| AlphaStar Capital Management, LLC | 525 | $640.2K | 0.07% | +525 | New |
| Whittier Trust Co of Nevada Inc | 540 | $658.4K | 0.02% | −43−7.4% | Reduced |
| Ingalls & Snyder LLC | 544 | $663.0K | 0.03% | −50−8.4% | Reduced |
| Level Four Advisory Services, LLC | 578 | $691.1K | 0.04% | 00.0% | Unchanged |
| Bowman & Co S.C. | – | $718.1K | 0.43% | – | – |
| Buckingham Strategic Wealth, LLC | 631 | $769.4K | 0.01% | +31+5.2% | Added |
| Islay Capital Management, LLC | 635 | $774.3K | 0.58% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 669 | $774.8K | 0.02% | +216+47.7% | Added |
| Vestmark Advisory Solutions, Inc. | 663 | $808.4K | 0.03% | +210+46.4% | Added |
| Zazove Associates LLC | 687 | $833.0K | 0.11% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 709 | $864.5K | 0.04% | −77−9.8% | Reduced |
| Aristotle Capital Management, LLC | 721 | $879.2K | 0.00% | +721 | New |
| Two Sigma Securities, LLC | 727 | $886.5K | 0.04% | +727 | New |
| F/M Investments LLC | 740 | $902.0K | 0.61% | 00.0% | Unchanged |
| JT Stratford LLC | 746 | $909.6K | 0.18% | +83+12.5% | Added |
| Van Hulzen Asset Management, LLC | 746 | $910.0K | 0.06% | −7−0.9% | Reduced |
| HighTower Advisors, LLC | 760 | $928.0K | 0.00% | +162+27.1% | Added |
| MeadowBrook Investment Advisors LLC | 766 | $934.0K | 0.87% | +13+1.7% | Added |
| Scotia Capital Inc. | 769 | $937.7K | 0.01% | −53−6.4% | Reduced |
| Pennsylvania Capital Management Inc | 785 | $957.2K | 0.39% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 841 | $980.0K | 0.04% | −83−9.0% | Reduced |
| D.A. Davidson & Co. | 826 | $1.01M | 0.01% | +228+38.1% | Added |
| LexAurum Advisors, LLC | 876 | $1.07M | 0.27% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 901 | $1.10M | 0.88% | +254+39.3% | Added |
| Seelaus Asset Management LLC | 903 | $1.10M | 1.10% | −52−5.4% | Reduced |
| First Hawaiian Bank | 921 | $1.12M | 0.03% | +384+71.5% | Added |
| Sequoia Financial Advisors, LLC | 926 | $1.13M | 0.01% | +926 | New |
| Schroder Investment Management Group | 967 | $1.18M | 0.00% | +967 | New |
| Central Pacific Bank - Trust Division | 977 | $1.18M | 0.15% | +977 | New |
| Kelly Lawrence W & Associates Inc | 987 | $1.20M | 0.27% | 00.0% | Unchanged |
| US Bancorp | 993 | $1.21M | 0.00% | +15+1.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $1.22M | 0.00% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,076 | $1.31M | 0.24% | −83−7.2% | Reduced |
| SEI Investments Co | 1,089 | $1.33M | 0.00% | −92−7.8% | Reduced |
| StoneX Group Inc. | 1,101 | $1.34M | 0.12% | +49+4.7% | Added |
| RMB Capital Management, LLC | 1,110 | $1.35M | 0.03% | +1,110 | New |
| Cove Private Wealth, LLC | 1,169 | $1.43M | 1.22% | 00.0% | Unchanged |
| National Bank of Canada | 1,248 | $1.45M | 0.00% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 25,974 | $1.51M | 1.40% | −307−1.2% | Reduced |
| Marathon Capital Management | 1,242 | $1.51M | 0.36% | −5−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,341 | $1.63M | 0.00% | −10−0.7% | Reduced |
| First Foundation Advisors | 1,343 | $1.64M | 0.07% | −683−33.7% | Reduced |
| Graypoint LLC | 1,422 | $1.73M | 0.13% | 00.0% | Unchanged |
| Everett Harris & Co | 1,441 | $1.76M | 0.02% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,477 | $1.80M | 0.37% | −8−0.5% | Reduced |
| Montag A & Associates Inc | 1,484 | $1.81M | 0.09% | +634+74.6% | Added |
| Magnus Financial Group LLC | 1,502 | $1.83M | 0.22% | +253+20.3% | Added |
| Truist Financial Corp | 1,527 | $1.86M | 0.00% | +466+43.9% | Added |
| Bowie Capital Management, LLC | 1,600 | $1.95M | 0.16% | 00.0% | Unchanged |
| CSM Advisors, LLC | 1,750 | $2.13M | 0.14% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,834 | $2.24M | 0.00% | +156+9.3% | Added |
| CIBC Private Wealth Group, LLC | 1,990 | $2.41M | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,028 | $2.47M | 0.00% | −6−0.3% | Reduced |
| Neuberger Berman Group LLC | 2,101 | $2.56M | 0.00% | −2,029−49.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,196 | $2.68M | 0.01% | +484+28.3% | Added |
| Seven Springs Wealth Group, LLC | 2,336 | $2.85M | 1.09% | +734+45.8% | Added |
| Summitry LLC | 2,339 | $2.85M | 0.15% | −14−0.6% | Reduced |
| Calamos Advisors LLC | 2,579 | $3.14M | 0.02% | +5+0.2% | Added |
| Keystone Financial Group | 2,602 | $3.17M | 0.46% | +9+0.3% | Added |
| American Century Companies Inc | 2,593 | $3.17M | 0.00% | +814+45.8% | Added |
| Wittenberg Investment Management, Inc. | 2,629 | $3.21M | 1.09% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,667 | $3.25M | 0.89% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,666 | $3.26M | 0.01% | −657−19.8% | Reduced |
| SG Americas Securities, LLC | 3,000 | $3.66M | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | – | $3.69M | 0.00% | – | – |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $3.78M | 0.23% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 3,146 | $3.84M | 0.00% | +1,210+62.5% | Added |
| Goldman Sachs Group Inc | 3,280 | $4.00M | 0.00% | −10.0% | Reduced |
| Janney Montgomery Scott LLC | 3,285 | $4.01M | 0.01% | +194+6.3% | Added |
| Relative Value Partners Group, LLC | 3,441 | $4.16M | 0.26% | −4−0.1% | Reduced |
| Spectrum Asset Management, Inc. | 3,429 | $4.18M | 7.30% | −1,319−27.8% | Reduced |
| Laffer Tengler Investments | 3,481 | $4.20M | 1.08% | +171+5.2% | Added |
| Mariner, LLC | 3,744 | $4.57M | 0.01% | +328+9.6% | Added |
| Knightsbridge Asset Management, LLC | 3,848 | $4.60M | 1.30% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,787 | $4.62M | 0.01% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3,802 | $4.64M | 0.44% | +258+7.3% | Added |
| Cohen & Steers, Inc. | 3,817 | $4.65M | 0.01% | +350+10.1% | Added |
| Agf Management Ltd | 4,000 | $4.88M | 0.03% | +800+25.0% | Added |
| Hudson Capital Management LLC | 4,300 | $5.24M | 1.81% | +1,564+57.2% | Added |
| Jefferies Financial Group Inc. | 4,392 | $5.36M | 0.11% | −155−3.4% | Reduced |
| Amundi | 4,799 | $5.54M | 0.00% | 00.0% | Unchanged |