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 |
|---|---|---|---|---|---|
| Phraction Management LLC | 4,638 | $5.65M | 2.21% | −146−3.1% | Reduced |
| JPMorgan Chase & Co | 4,677 | $5.70M | 0.00% | −991−17.5% | Reduced |
| Wells Fargo & Company | 4,864 | $5.93M | 0.00% | +1,515+45.2% | Added |
| Commonwealth Equity Services, LLC | 4,888 | $5.96M | 0.01% | −18−0.4% | Reduced |
| Western Asset Management Company, LLC | 4,965 | $6.05M | 5.79% | 00.0% | Unchanged |
| Rational Advisors LLC | 5,100 | $6.22M | 0.58% | 00.0% | Unchanged |
| LPL Financial LLC | 5,295 | $6.46M | 0.00% | +457+9.4% | Added |
| Norris Perne & French LLP | 5,485 | $6.69M | 0.48% | −137−2.4% | Reduced |
| Citigroup Inc | 6,004 | $6.88M | 0.01% | −4,314−41.8% | Reduced |
| Penn Mutual Asset Management, LLC | 6,000 | $7.32M | 15.62% | 00.0% | Unchanged |
| Conning Inc. | 6,065 | $7.33M | 0.24% | 00.0% | Unchanged |
| Stifel Financial Corp | 6,176 | $7.53M | 0.01% | +405+7.0% | Added |
| Raymond James & Associates | 6,355 | $7.75M | 0.01% | +411+6.9% | Added |
| Crawford Investment Counsel Inc | 6,411 | $7.82M | 0.15% | +70+1.1% | Added |
| UBS Group AG | 6,696 | $8.16M | 0.00% | +549+8.9% | Added |
| Palisade Capital Management LLC | 7,018 | $8.47M | 0.22% | −1,257−15.2% | Reduced |
| Wellington Management Group LLP | 7,054 | $8.60M | 0.00% | +1,288+22.3% | Added |
| AEGON USA Investment Management, LLC | – | $9.67M | 6.53% | – | – |
| Stratos Wealth Partners, LTD. | 7,952 | $9.70M | 0.16% | +747+10.4% | Added |
| RB Capital Management, LLC | 8,145 | $9.93M | 2.66% | +10+0.1% | Added |
| Camden Asset Management L P | 9,000 | $11.0M | 0.40% | −40,355−81.8% | Reduced |
| Jane Street Group, LLC | 9,137 | $11.0M | 0.01% | −7,973−46.6% | Reduced |
| Kestra Advisory Services, LLC | 9,529 | $11.6M | 0.08% | +785+9.0% | Added |
| Lord, Abbett & Co. LLC | 9,559 | $11.7M | 0.04% | −197−2.0% | Reduced |
| Alliancebernstein L.P. | 10,752 | $13.1M | 0.00% | −725−6.3% | Reduced |
| JRM Investment Counsel, LLC | 10,967 | $13.4M | 4.42% | −160−1.4% | Reduced |
| Galvin, Gaustad & Stein, LLC | 11,617 | $14.2M | 1.30% | −761−6.1% | Reduced |
| Oxbow Advisors, LLC | 12,995 | $15.8M | 2.18% | +242+1.9% | Added |
| New England Asset Management Inc | 13,275 | $16.2M | 2.51% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 279,780 | $16.2M | 0.02% | −97,979−25.9% | Reduced |
| KCM Investment Advisors LLC | 13,362 | $16.3M | 0.60% | −2,283−14.6% | Reduced |
| First Manhattan Co | 14,182 | $17.3M | 0.06% | −2,200−13.4% | Reduced |
| Royal Bank of Canada | – | $19.0M | 0.00% | – | – |
| Pier 88 Investment Partners LLC | 17,852 | $21.8M | 5.35% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 18,351 | $22.4M | 0.03% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 20,698 | $25.0M | 1.89% | +257+1.3% | Added |
| First Eagle Investment Management, LLC | 22,691 | $27.7M | 0.06% | −700−3.0% | Reduced |
| Thrivent Financial for Lutherans | 24,376 | $29.7M | 0.06% | 00.0% | Unchanged |
| Mackay Shields LLC | 28,710 | $35.1M | 0.97% | −10.0% | Reduced |
| Bank of America Corp | 32,235 | $39.3M | 0.00% | −319−1.0% | Reduced |
| Nuveen Asset Management, LLC | 39,198 | $47.8M | 0.01% | −498−1.3% | Reduced |
| Morgan Stanley | 47,634 | $57.6M | 0.00% | +2,138+4.7% | Added |
| FMR LLC | 52,738 | $64.3M | 0.00% | +6,900+15.1% | Added |
| Allianz Asset Management GmbH | 58,640 | $71.5M | 0.12% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 61,483 | $75.2M | 0.07% | +116+0.2% | Added |
| State Street Corp | 64,445 | $77.7M | 0.00% | −1,900−2.9% | Reduced |
| Invesco Ltd. | 64,890 | $79.1M | 0.02% | +578+0.9% | Added |
| Stonebridge Advisors LLC | 67,554 | $82.4M | 50.11% | +19,202+39.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 75,705 | $84.3M | 0.18% | −18,886−20.0% | Reduced |
| Victory Capital Management Inc | 92,622 | $112.9M | 0.11% | +6,404+7.4% | Added |
| First Trust Advisors LP | 149,450 | $182.2M | 0.18% | +16,790+12.7% | Added |
| Advent Capital Management | 184,763 | $227.1M | 5.77% | −9,061−4.7% | Reduced |
| BlackRock Inc. | 291,446 | $355.4M | 0.01% | +31,954+12.3% | Added |
| Voya Investment Management LLC | 579,548 | $706.7M | 0.69% | 00.0% | Unchanged |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −2,973−100.0% | Sold out |
| Asset Allocation & Management Company, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −24,391−100.0% | Sold out |
| Searle & Co. | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |