Skip to main content

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.

Other share classesWFCWFCNPWFC.PAWFC.PCWFC.PDWFC.PYWFC.PZ

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.

Institutional holdersQ1 2024: 254 institutions
Q1 2021: 30 institutionsQ2 2021: 27 institutionsQ3 2021: 26 institutionsQ4 2021: 221 institutionsQ1 2022: 210 institutionsQ2 2022: 234 institutionsQ3 2022: 232 institutionsQ4 2022: 242 institutionsQ1 2023: 241 institutionsQ2 2023: 232 institutionsQ3 2023: 236 institutionsQ4 2023: 246 institutionsQ1 2024: 254 institutionsQ2 2024: 253 institutionsQ3 2024: 258 institutionsQ4 2024: 259 institutionsQ1 2025: 267 institutionsQ2 2025: 275 institutionsQ3 2025: 255 institutionsQ4 2025: 268 institutionsQ1 2026: 266 institutionsQ2 2026: 256 institutions
Value heldQ1 2024: $2.96B
Q1 2021: $48.3MQ2 2021: $56.9MQ3 2021: $49.1MQ4 2021: $3.30BQ1 2022: $2.61BQ2 2022: $2.40BQ3 2022: $2.85BQ4 2022: $2.83BQ1 2023: $2.76BQ2 2023: $3.40BQ3 2023: $3.28BQ4 2023: $2.92BQ1 2024: $2.96BQ2 2024: $3.03BQ3 2024: $3.12BQ4 2024: $2.85BQ1 2025: $2.90BQ2 2025: $2.78BQ3 2025: $2.93BQ4 2025: $2.86BQ1 2026: $2.48BQ2 2026: $2.65B
Institutions holding WFC.PL and their total value by quarter
QuarterHoldersValue
Q2 2026256$2.65B
Q1 2026266$2.48B
Q4 2025268$2.86B
Q3 2025255$2.93B
Q2 2025275$2.78B
Q1 2025267$2.90B
Q4 2024259$2.85B
Q3 2024258$3.12B
Q2 2024253$3.03B
Q1 2024254$2.96B
Q4 2023246$2.92B
Q3 2023236$3.28B
Q2 2023232$3.40B
Q1 2023241$2.76B
Q4 2022242$2.83B
Q3 2022232$2.85B
Q2 2022234$2.40B
Q1 2022210$2.61B
Q4 2021221$3.30B
Q3 202126$49.1M
Q2 202127$56.9M
Q1 202130$48.3M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2023.

Institutions holding WFC.PL in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
StoneX Group Inc.1,101$1.34M0.12%+49+4.7%Added
SEI Investments Co1,089$1.33M0.00%−92−7.8%Reduced
Founders Capital Management, LLC1,076$1.31M0.24%−83−7.2%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,000$1.22M0.00%00.0%Unchanged
US Bancorp993$1.21M0.00%+15+1.5%Added
Kelly Lawrence W & Associates Inc987$1.20M0.27%00.0%Unchanged
Central Pacific Bank - Trust Division977$1.18M0.15%+977New
Schroder Investment Management Group967$1.18M0.00%+967New
Sequoia Financial Advisors, LLC926$1.13M0.01%+926New
First Hawaiian Bank921$1.12M0.03%+384+71.5%Added
Seelaus Asset Management LLC903$1.10M1.10%−52−5.4%Reduced
Ulland Investment Advisors, LLC901$1.10M0.88%+254+39.3%Added
LexAurum Advisors, LLC876$1.07M0.27%00.0%Unchanged
D.A. Davidson & Co.826$1.01M0.01%+228+38.1%Added
Chicago Partners Investment Group LLC841$980.0K0.04%−83−9.0%Reduced
Pennsylvania Capital Management Inc785$957.2K0.39%00.0%Unchanged
Scotia Capital Inc.769$937.7K0.01%−53−6.4%Reduced
MeadowBrook Investment Advisors LLC766$934.0K0.87%+13+1.7%Added
HighTower Advisors, LLC760$928.0K0.00%+162+27.1%Added
Van Hulzen Asset Management, LLC746$910.0K0.06%−7−0.9%Reduced
JT Stratford LLC746$909.6K0.18%+83+12.5%Added
F/M Investments LLC740$902.0K0.61%00.0%Unchanged
Two Sigma Securities, LLC727$886.5K0.04%+727New
Aristotle Capital Management, LLC721$879.2K0.00%+721New
Chilton Capital Management LLC709$864.5K0.04%−77−9.8%Reduced
Zazove Associates LLC687$833.0K0.11%00.0%Unchanged
Vestmark Advisory Solutions, Inc.663$808.4K0.03%+210+46.4%Added
NewEdge Wealth, LLC669$774.8K0.02%+216+47.7%Added
Islay Capital Management, LLC635$774.3K0.58%00.0%Unchanged
Buckingham Strategic Wealth, LLC631$769.4K0.01%+31+5.2%Added
Bowman & Co S.C.–$718.1K0.43%––
Level Four Advisory Services, LLC578$691.1K0.04%00.0%Unchanged
Ingalls & Snyder LLC544$663.0K0.03%−50−8.4%Reduced
Whittier Trust Co of Nevada Inc540$658.4K0.02%−43−7.4%Reduced
AlphaStar Capital Management, LLC525$640.2K0.07%+525New
Wedbush Securities Inc517$630.0K0.02%−47−8.3%Reduced
Pathway Financial Advisers, LLC515$628.0K0.23%−9−1.7%Reduced
Independent Wealth Network Inc.504$614.6K0.29%00.0%Unchanged
UBS Asset Management Americas Inc–$609.7K0.00%––
Coordinated Financial Services, Inc.498$607.0K0.53%+498New
Icon Advisers Inc500$605.5K0.13%−200−28.6%Reduced
Wambolt & Associates, LLC480$581.4K0.17%00.0%Unchanged
Cetera Investment Advisers473$576.5K0.00%+473New
Susquehanna International Group, LLP471$574.3K0.00%+77+19.5%Added
Fernwood Investment Management, LLC469$571.9K0.17%−15−3.1%Reduced
Valeo Financial Advisors, LLC81,767$542.7K0.02%+47+0.1%Added
Marathon Trading Investment Management LLC444$541.4K0.21%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC440$536.5K0.00%−178−28.8%Reduced
Crew Capital Management, Ltd.440$536.5K0.43%+18+4.3%Added
Pekin Hardy Strauss, Inc.439$535.3K0.07%−6−1.3%Reduced
Bank of Montreal434$529.3K0.00%−29−6.3%Reduced
Ieq Capital, LLC430$524.3K0.01%+130+43.3%Added
Ameriprise Financial Inc418$509.7K0.00%+17+4.2%Added
Keynote Financial Services LLC23,250$504.5K0.42%+23,250New
Resources Investment Advisors, LLC.411$501.1K0.01%00.0%Unchanged
United Capital Financial Advisers, LLC400$487.7K0.00%−50−11.1%Reduced
Principle Wealth Partners LLC374$456.0K0.04%+124+49.6%Added
Comerica Bank372$453.6K0.00%−152−29.0%Reduced
Creative Planning356$433.8K0.00%−36−9.2%Reduced
Blair William & Co342$417.0K0.00%00.0%Unchanged
Aull & Monroe Investment Management Corp333$406.0K0.19%−20−5.7%Reduced
ELCO Management Co., LLC328$399.9K0.24%−25−7.1%Reduced
Independent Advisor Alliance320$390.3K0.01%−258−44.6%Reduced
Heirloom Wealth Management313$381.7K0.13%−3−0.9%Reduced
Quest Investment Management LLC310$378.2K0.04%00.0%Unchanged
Smith, Moore & Co.310$378.0K0.04%00.0%Unchanged
The PNC Financial Services Group, Inc.309$376.8K0.00%−36−10.4%Reduced
Cerity Partners LLC299$364.4K0.00%+31+11.6%Added
Westshore Wealth, LLC291$354.8K0.15%00.0%Unchanged
AlphaCore Capital LLC286$349.1K0.09%−41−12.5%Reduced
Brown Advisory Inc285$347.5K0.00%+285New
Newman Dignan & Sheerar, Inc.281$342.4K0.09%+3+1.1%Added
Captrust Financial Advisors280$341.4K0.00%−636−69.4%Reduced
Whittier Trust Co276$336.5K0.00%00.0%Unchanged
PFG Investments, LLC275$335.3K0.02%+275New
Cresset Asset Management, LLC270$329.2K0.00%00.0%Unchanged
Michael B. Yongue264$321.9K0.28%00.0%Unchanged
Gabelli & Co Investment Advisers, Inc.250$304.8K0.05%00.0%Unchanged
First Horizon Advisors, Inc.250$304.8K0.01%00.0%Unchanged
Evanson Asset Management, LLC250$304.8K0.02%00.0%Unchanged
Chilton Investment Co LLC239$291.5K0.01%00.0%Unchanged
Carnegie Capital Asset Management, LLC226$275.2K0.01%+226New
Berger Financial Group, Inc221$269.5K0.02%00.0%Unchanged
RDA Financial Network212$258.5K0.09%00.0%Unchanged
Private Trust Co NA206$251.2K0.03%+22+12.0%Added
Simplicity Wealth,LLC200$243.9K0.01%+200New
HB Wealth Management, LLC190$231.7K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC195$231.4K0.01%00.0%Unchanged
FineMark National Bank & Trust187$228.0K0.01%00.0%Unchanged
Montecito Bank & Trust185$225.7K0.05%00.0%Unchanged
Northeast Financial Consultants Inc185$225.6K0.01%00.0%Unchanged
WealthBridge Capital Management, LLC184$224.2K0.08%00.0%Unchanged
GWM Advisors LLC175$213.4K0.00%+95+118.8%Added
Bridgewealth Advisory Group, LLC172$209.7K0.10%00.0%Unchanged
Financial Advocates Investment Management172$209.3K0.01%+1+0.6%Added
Riverview Trust Co167$203.6K0.16%+167New
Baxter Bros Inc165$201.6K0.03%+165New
Income Research & Management165$201.3K0.14%+165New
Obermeyer Wood Investment Counsel, LLLP165$201.2K0.01%+165New
Journey Advisory Group, LLC165$201.2K0.02%+165New