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, Q2 2024
Institutional positions in Wells Fargo & Company as of Jun 30, 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
- 253
- −1 vs. Q1 2024
- Shares held
- 2.63M
- −177.4K (−6.3%) vs. Q1 2024
- Total value
- $3.03B
- +$67.6M (+2.3%) vs. Q1 2024
- New holders
- 25
- 61 more added
- Sold out
- 26
- 75 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 594,548 | $706.9M | 0.70% | +15,000+2.6% | Added |
| BlackRock Inc. | 285,491 | $339.4M | 0.01% | −5,955−2.0% | Reduced |
| Advent Capital Management | 175,720 | $212.2M | 5.14% | −9,043−4.9% | Reduced |
| State Street Corp | 156,745 | $189.1M | 0.01% | +92,300+143.2% | Added |
| First Trust Advisors LP | 153,180 | $182.1M | 0.19% | +3,730+2.5% | Added |
| Victory Capital Management Inc | 88,975 | $105.8M | 0.11% | −3,647−3.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 85,638 | $101.8M | 0.24% | +85,638 | New |
| Stonebridge Advisors LLC | 69,144 | $82.2M | 53.61% | +1,590+2.4% | Added |
| Invesco Ltd. | 64,900 | $77.2M | 0.02% | +100.0% | Added |
| Manufacturers Life Insurance Company, The | 61,791 | $73.7M | 0.07% | +308+0.5% | Added |
| Allianz Asset Management GmbH | 58,640 | $69.7M | 0.11% | 00.0% | Unchanged |
| FMR LLC | 50,738 | $60.3M | 0.00% | −2,000−3.8% | Reduced |
| Morgan Stanley | 46,520 | $55.3M | 0.00% | −1,114−2.3% | Reduced |
| Nuveen Asset Management, LLC | 39,127 | $46.5M | 0.01% | −71−0.2% | Reduced |
| Bank of America Corp | 31,440 | $37.4M | 0.00% | −795−2.5% | Reduced |
| Mackay Shields LLC | 28,491 | $34.0M | 1.03% | −219−0.8% | Reduced |
| Thrivent Financial for Lutherans | 24,221 | $28.6M | 0.06% | −155−0.6% | Reduced |
| First Eagle Investment Management, LLC | 20,691 | $24.6M | 0.06% | −2,000−8.8% | Reduced |
| Ssi Investment Management LLC | 20,338 | $24.2M | 1.86% | −360−1.7% | Reduced |
| Colony Group, LLC | 18,961 | $22.5M | 0.08% | +18,961 | New |
| Pier 88 Investment Partners LLC | 18,152 | $21.6M | 4.84% | +300+1.7% | Added |
| First Manhattan Co | 17,929 | $21.3M | 0.07% | +3,747+26.4% | Added |
| New York State Common Retirement Fund | 17,567 | $20.9M | 0.03% | −784−4.3% | Reduced |
| Royal Bank of Canada | – | $19.4M | 0.00% | – | – |
| Cohen & Steers, Inc. | 15,389 | $18.3M | 0.04% | +11,572+303.2% | Added |
| New England Asset Management Inc | 13,275 | $15.8M | 2.62% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 13,078 | $15.5M | 1.82% | +83+0.6% | Added |
| Camden Asset Management L P | 12,000 | $14.3M | 0.43% | +3,000+33.3% | Added |
| KCM Investment Advisors LLC | 11,781 | $14.0M | 0.50% | −1,581−11.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 11,778 | $14.0M | 1.30% | +161+1.4% | Added |
| Alliancebernstein L.P. | 10,552 | $12.5M | 0.00% | −200−1.9% | Reduced |
| Ulland Investment Advisors, LLC | 10,532 | $12.5M | 8.70% | +9,631+1,068.9% | Added |
| Kestra Advisory Services, LLC | 10,402 | $12.3M | 0.07% | +873+9.2% | Added |
| Lord, Abbett & Co. LLC | 9,034 | $10.7M | 0.04% | −525−5.5% | Reduced |
| JRM Investment Counsel, LLC | 8,710 | $10.4M | 3.49% | −2,257−20.6% | Reduced |
| Stratos Wealth Partners, LTD. | 8,077 | $9.60M | 0.15% | +125+1.6% | Added |
| RB Capital Management, LLC | 7,964 | $9.47M | 2.42% | −181−2.2% | Reduced |
| Raymond James & Associates | 7,583 | $9.02M | 0.01% | +1,228+19.3% | Added |
| Wellington Management Group LLP | 7,054 | $8.39M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,003 | $8.33M | 0.00% | +307+4.6% | Added |
| Palisade Capital Management LLC | 7,002 | $8.28M | 0.23% | −16−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 6,411 | $7.62M | 0.01% | +1,523+31.2% | Added |
| Crawford Investment Counsel Inc | 6,335 | $7.53M | 0.14% | −76−1.2% | Reduced |
| Stifel Financial Corp | 6,203 | $7.38M | 0.01% | +27+0.4% | Added |
| Conning Inc. | 6,065 | $7.17M | 0.26% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 6,000 | $7.13M | 15.16% | 00.0% | Unchanged |
| Citigroup Inc | 5,986 | $7.12M | 0.01% | −18−0.3% | Reduced |
| LPL Financial LLC | 5,886 | $7.00M | 0.00% | +591+11.2% | Added |
| Rational Advisors LLC | 5,400 | $6.42M | 0.63% | +300+5.9% | Added |
| Norris Perne & French LLP | 5,355 | $6.37M | 0.46% | −130−2.4% | Reduced |
| Western Asset Management Company, LLC | 4,965 | $5.90M | 7.26% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,917 | $5.85M | 0.00% | +53+1.1% | Added |
| Amundi | 4,799 | $5.67M | 0.00% | 00.0% | Unchanged |
| Phraction Management LLC | 4,638 | $5.51M | 2.05% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 4,511 | $5.36M | 1.80% | +211+4.9% | Added |
| AEGON USA Investment Management, LLC | – | $5.29M | 4.21% | – | – |
| Jefferies Financial Group Inc. | 4,427 | $5.26M | 0.10% | +35+0.8% | Added |
| Bessemer Group Inc | 3,787 | $4.50M | 0.01% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,687 | $4.38M | 1.09% | −161−4.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,564 | $4.24M | 0.39% | −238−6.3% | Reduced |
| Spectrum Asset Management, Inc. | 3,545 | $4.21M | 14.92% | +116+3.4% | Added |
| LM Advisors LLC | 3,544 | $4.21M | 0.01% | +3,544 | New |
| Mariner, LLC | 3,345 | $3.98M | 0.01% | −399−10.7% | Reduced |
| Goldman Sachs Group Inc | 3,280 | $3.90M | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,261 | $3.87M | 0.83% | −220−6.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $3.69M | 0.23% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 3,063 | $3.64M | 0.00% | −83−2.6% | Reduced |
| American Century Companies Inc | 2,939 | $3.51M | 0.00% | +346+13.3% | Added |
| Janney Montgomery Scott LLC | 2,948 | $3.50M | 0.01% | −337−10.3% | Reduced |
| Keystone Financial Group | 2,611 | $3.10M | 1.11% | +9+0.3% | Added |
| Calamos Advisors LLC | 2,594 | $3.08M | 0.01% | +15+0.6% | Added |
| Seven Springs Wealth Group, LLC | 2,419 | $2.88M | 1.12% | +83+3.6% | Added |
| Wittenberg Investment Management, Inc. | 2,357 | $2.80M | 0.95% | −272−10.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,357 | $2.80M | 0.01% | +161+7.3% | Added |
| Agf Management Ltd | 2,300 | $2.73M | 0.02% | −1,700−42.5% | Reduced |
| Baird Financial Group, Inc. | 2,264 | $2.69M | 0.01% | +430+23.4% | Added |
| Macquarie Group Ltd | – | $2.62M | 0.00% | – | – |
| Summitry LLC | 2,193 | $2.61M | 0.13% | −146−6.2% | Reduced |
| Neuberger Berman Group LLC | 2,136 | $2.54M | 0.00% | +35+1.7% | Added |
| CIBC Private Wealth Group, LLC | 2,025 | $2.42M | 0.00% | +35+1.8% | Added |
| CI Private Wealth, LLC | 2,015 | $2.40M | 0.00% | −13−0.6% | Reduced |
| Montag A & Associates Inc | 1,759 | $2.09M | 0.11% | +275+18.5% | Added |
| CSM Advisors, LLC | 1,750 | $2.08M | 0.15% | 00.0% | Unchanged |
| Bowie Capital Management, LLC | 1,600 | $1.90M | 0.12% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,593 | $1.89M | 0.05% | +483+43.5% | Added |
| Truist Financial Corp | 1,487 | $1.77M | 0.00% | −40−2.6% | Reduced |
| Everett Harris & Co | 1,466 | $1.74M | 0.02% | +25+1.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,451 | $1.73M | 0.00% | +110+8.2% | Added |
| Magnus Financial Group LLC | 1,425 | $1.69M | 0.19% | −77−5.1% | Reduced |
| Graypoint LLC | 1,422 | $1.69M | 0.12% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,378 | $1.64M | 0.33% | −99−6.7% | Reduced |
| Schroder Investment Management Group | 1,353 | $1.61M | 0.00% | +386+39.9% | Added |
| First Foundation Advisors | 1,334 | $1.59M | 0.06% | −9−0.7% | Reduced |
| Coastwise Capital Group, LLC | 24,790 | $1.47M | 1.40% | −1,184−4.6% | Reduced |
| National Bank of Canada | 1,248 | $1.47M | 0.00% | 00.0% | Unchanged |
| Marathon Capital Management | 1,225 | $1.46M | 0.37% | −17−1.4% | Reduced |
| SEI Investments Co | 1,174 | $1.40M | 0.00% | +85+7.8% | Added |
| Cove Private Wealth, LLC | 1,169 | $1.39M | 1.11% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,122 | $1.33M | 0.00% | −1,544−57.9% | Reduced |
| JPMorgan Chase & Co | 1,062 | $1.26M | 0.00% | −3,615−77.3% | Reduced |