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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 1,101 | $1.34M | 0.12% | +49+4.7% | Added |
| SEI Investments Co | 1,089 | $1.33M | 0.00% | −92−7.8% | Reduced |
| Founders Capital Management, LLC | 1,076 | $1.31M | 0.24% | −83−7.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $1.22M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 993 | $1.21M | 0.00% | +15+1.5% | Added |
| Kelly Lawrence W & Associates Inc | 987 | $1.20M | 0.27% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 977 | $1.18M | 0.15% | +977 | New |
| Schroder Investment Management Group | 967 | $1.18M | 0.00% | +967 | New |
| Sequoia Financial Advisors, LLC | 926 | $1.13M | 0.01% | +926 | New |
| First Hawaiian Bank | 921 | $1.12M | 0.03% | +384+71.5% | Added |
| Seelaus Asset Management LLC | 903 | $1.10M | 1.10% | −52−5.4% | Reduced |
| Ulland Investment Advisors, LLC | 901 | $1.10M | 0.88% | +254+39.3% | Added |
| LexAurum Advisors, LLC | 876 | $1.07M | 0.27% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 826 | $1.01M | 0.01% | +228+38.1% | Added |
| Chicago Partners Investment Group LLC | 841 | $980.0K | 0.04% | −83−9.0% | Reduced |
| Pennsylvania Capital Management Inc | 785 | $957.2K | 0.39% | 00.0% | Unchanged |
| Scotia Capital Inc. | 769 | $937.7K | 0.01% | −53−6.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 766 | $934.0K | 0.87% | +13+1.7% | Added |
| HighTower Advisors, LLC | 760 | $928.0K | 0.00% | +162+27.1% | Added |
| Van Hulzen Asset Management, LLC | 746 | $910.0K | 0.06% | −7−0.9% | Reduced |
| JT Stratford LLC | 746 | $909.6K | 0.18% | +83+12.5% | Added |
| F/M Investments LLC | 740 | $902.0K | 0.61% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 727 | $886.5K | 0.04% | +727 | New |
| Aristotle Capital Management, LLC | 721 | $879.2K | 0.00% | +721 | New |
| Chilton Capital Management LLC | 709 | $864.5K | 0.04% | −77−9.8% | Reduced |
| Zazove Associates LLC | 687 | $833.0K | 0.11% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 663 | $808.4K | 0.03% | +210+46.4% | Added |
| NewEdge Wealth, LLC | 669 | $774.8K | 0.02% | +216+47.7% | Added |
| Islay Capital Management, LLC | 635 | $774.3K | 0.58% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 631 | $769.4K | 0.01% | +31+5.2% | Added |
| Bowman & Co S.C. | – | $718.1K | 0.43% | – | – |
| Level Four Advisory Services, LLC | 578 | $691.1K | 0.04% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 544 | $663.0K | 0.03% | −50−8.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 540 | $658.4K | 0.02% | −43−7.4% | Reduced |
| AlphaStar Capital Management, LLC | 525 | $640.2K | 0.07% | +525 | New |
| Wedbush Securities Inc | 517 | $630.0K | 0.02% | −47−8.3% | Reduced |
| Pathway Financial Advisers, LLC | 515 | $628.0K | 0.23% | −9−1.7% | Reduced |
| Independent Wealth Network Inc. | 504 | $614.6K | 0.29% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | – | $609.7K | 0.00% | – | – |
| Coordinated Financial Services, Inc. | 498 | $607.0K | 0.53% | +498 | New |
| Icon Advisers Inc | 500 | $605.5K | 0.13% | −200−28.6% | Reduced |
| Wambolt & Associates, LLC | 480 | $581.4K | 0.17% | 00.0% | Unchanged |
| Cetera Investment Advisers | 473 | $576.5K | 0.00% | +473 | New |
| Susquehanna International Group, LLP | 471 | $574.3K | 0.00% | +77+19.5% | Added |
| Fernwood Investment Management, LLC | 469 | $571.9K | 0.17% | −15−3.1% | Reduced |
| Valeo Financial Advisors, LLC | 81,767 | $542.7K | 0.02% | +47+0.1% | Added |
| Marathon Trading Investment Management LLC | 444 | $541.4K | 0.21% | 00.0% | Unchanged |
| 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 |
| Pekin Hardy Strauss, Inc. | 439 | $535.3K | 0.07% | −6−1.3% | Reduced |
| Bank of Montreal | 434 | $529.3K | 0.00% | −29−6.3% | Reduced |
| Ieq Capital, LLC | 430 | $524.3K | 0.01% | +130+43.3% | Added |
| Ameriprise Financial Inc | 418 | $509.7K | 0.00% | +17+4.2% | Added |
| Keynote Financial Services LLC | 23,250 | $504.5K | 0.42% | +23,250 | New |
| Resources Investment Advisors, LLC. | 411 | $501.1K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 400 | $487.7K | 0.00% | −50−11.1% | Reduced |
| Principle Wealth Partners LLC | 374 | $456.0K | 0.04% | +124+49.6% | Added |
| Comerica Bank | 372 | $453.6K | 0.00% | −152−29.0% | Reduced |
| Creative Planning | 356 | $433.8K | 0.00% | −36−9.2% | Reduced |
| Blair William & Co | 342 | $417.0K | 0.00% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 333 | $406.0K | 0.19% | −20−5.7% | Reduced |
| ELCO Management Co., LLC | 328 | $399.9K | 0.24% | −25−7.1% | Reduced |
| Independent Advisor Alliance | 320 | $390.3K | 0.01% | −258−44.6% | Reduced |
| Heirloom Wealth Management | 313 | $381.7K | 0.13% | −3−0.9% | Reduced |
| Quest Investment Management LLC | 310 | $378.2K | 0.04% | 00.0% | Unchanged |
| Smith, Moore & Co. | 310 | $378.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 309 | $376.8K | 0.00% | −36−10.4% | Reduced |
| Cerity Partners LLC | 299 | $364.4K | 0.00% | +31+11.6% | Added |
| Westshore Wealth, LLC | 291 | $354.8K | 0.15% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 286 | $349.1K | 0.09% | −41−12.5% | Reduced |
| Brown Advisory Inc | 285 | $347.5K | 0.00% | +285 | New |
| Newman Dignan & Sheerar, Inc. | 281 | $342.4K | 0.09% | +3+1.1% | Added |
| Captrust Financial Advisors | 280 | $341.4K | 0.00% | −636−69.4% | Reduced |
| Whittier Trust Co | 276 | $336.5K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 275 | $335.3K | 0.02% | +275 | New |
| Cresset Asset Management, LLC | 270 | $329.2K | 0.00% | 00.0% | Unchanged |
| Michael B. Yongue | 264 | $321.9K | 0.28% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 250 | $304.8K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 250 | $304.8K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $304.8K | 0.02% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 239 | $291.5K | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 226 | $275.2K | 0.01% | +226 | New |
| Berger Financial Group, Inc | 221 | $269.5K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 212 | $258.5K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 206 | $251.2K | 0.03% | +22+12.0% | Added |
| Simplicity Wealth,LLC | 200 | $243.9K | 0.01% | +200 | New |
| HB Wealth Management, LLC | 190 | $231.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 195 | $231.4K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 187 | $228.0K | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 185 | $225.7K | 0.05% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 185 | $225.6K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 184 | $224.2K | 0.08% | 00.0% | Unchanged |
| GWM Advisors LLC | 175 | $213.4K | 0.00% | +95+118.8% | Added |
| Bridgewealth Advisory Group, LLC | 172 | $209.7K | 0.10% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 172 | $209.3K | 0.01% | +1+0.6% | Added |
| Riverview Trust Co | 167 | $203.6K | 0.16% | +167 | New |
| Baxter Bros Inc | 165 | $201.6K | 0.03% | +165 | New |
| Income Research & Management | 165 | $201.3K | 0.14% | +165 | New |
| Obermeyer Wood Investment Counsel, LLLP | 165 | $201.2K | 0.01% | +165 | New |
| Journey Advisory Group, LLC | 165 | $201.2K | 0.02% | +165 | New |