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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 145 | $1.00K | 0.00% | +145 | New |
| Tyler-Stone Wealth Management | 1 | $1.19K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $2.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $2.38K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $2.38K | 0.00% | +2 | New |
| Asset Dedication, LLC | 3 | $3.57K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3 | $3.57K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 5 | $5.83K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 5 | $5.91K | 0.00% | +2+66.7% | Added |
| Center for Financial Planning, Inc. | 5 | $5.95K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $6.01K | 0.00% | −9−64.3% | Reduced |
| GHP Investment Advisors, Inc. | 6 | $7.13K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $8.32K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 9 | $10.7K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10 | $11.9K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10 | $11.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $11.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $11.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $12.1K | 0.00% | +10 | New |
| Spire Wealth Management | 13 | $15.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $17.8K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 15 | $17.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 15 | $17.8K | 0.00% | +15 | New |
| Triad Wealth Partners, LLC | 19 | $22.6K | 0.01% | +19 | New |
| Capital Investment Advisory Services, LLC | 20 | $23.8K | 0.00% | −50−71.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 20 | $24.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 23 | $27.4K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 25 | $29.7K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $29.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 32 | $38.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 32 | $38.0K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 33 | $39.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 36 | $42.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 36 | $43.2K | 0.00% | +3+9.1% | Added |
| GPS Wealth Strategies Group, LLC | 38 | $45.2K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 41 | $48.7K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 44 | $52.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 45 | $53.5K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 48 | $57.1K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 50 | $59.4K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 57 | $67.8K | 0.00% | +57 | New |
| Northwestern Mutual Wealth Management Co | 60 | $71.3K | 0.00% | −20−25.0% | Reduced |
| CWM, LLC | 80 | $95.0K | 0.00% | −12−13.0% | Reduced |
| Fifth Third Bancorp | 81 | $96.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,685 | $100.0K | 0.00% | −278,095−99.4% | Reduced |
| Hills Bank & Trust Co | 90 | $107.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 99 | $117.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 100 | $118.7K | 0.00% | +100 | New |
| Powell Investment Advisors, LLC | 100 | $118.9K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 103 | $122.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 105 | $124.8K | 0.00% | −10−8.7% | Reduced |
| Pinnacle Financial Partners Inc | 103 | $125.6K | 0.00% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 115 | $136.0K | 0.10% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $178.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 167 | $198.6K | 0.19% | 00.0% | Unchanged |
| CNH Partners LLC | 170 | $202.8K | 0.01% | +170 | New |
| Financial Advocates Investment Management | 172 | $204.3K | 0.01% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 172 | $204.5K | 0.09% | 00.0% | Unchanged |
| Barclays PLC | 173 | $205.7K | 0.00% | +173 | New |
| GWM Advisors LLC | 175 | $208.1K | 0.00% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 185 | $220.0K | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 185 | $220.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 188 | $223.5K | 0.00% | +188 | New |
| FineMark National Bank & Trust | 195 | $231.8K | 0.01% | +8+4.3% | Added |
| Ameritas Advisory Services, LLC | 195 | $231.8K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 200 | $237.8K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 205 | $243.8K | 0.02% | +205 | New |
| HB Wealth Management, LLC | 206 | $244.9K | 0.00% | +16+8.4% | Added |
| Susquehanna International Group, LLP | 214 | $254.4K | 0.00% | −257−54.6% | Reduced |
| International Assets Investment Management, LLC | 217 | $258.0K | 0.02% | +217 | New |
| Private Trust Co NA | 220 | $261.6K | 0.03% | +14+6.8% | Added |
| Berger Financial Group, Inc | 221 | $262.8K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 228 | $271.1K | 0.09% | +16+7.5% | Added |
| Chilton Investment Co LLC | 239 | $284.2K | 0.01% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 250 | $297.2K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 250 | $297.2K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $297.2K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 253 | $301.2K | 0.07% | −33−11.5% | Reduced |
| Michael B. Yongue | 260 | $309.1K | 0.27% | −4−1.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 261 | $310.3K | 0.00% | −179−40.7% | Reduced |
| ELCO Management Co., LLC | 263 | $312.7K | 0.18% | −65−19.8% | Reduced |
| Captrust Financial Advisors | 269 | $319.8K | 0.00% | −11−3.9% | Reduced |
| Cresset Asset Management, LLC | 270 | $321.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 273 | $324.3K | 0.00% | −26−8.7% | Reduced |
| Whittier Trust Co | 274 | $325.8K | 0.00% | −2−0.7% | Reduced |
| RSM US Wealth Management LLC | 276 | $326.1K | 0.01% | +276 | New |
| PFG Investments, LLC | 275 | $327.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 275 | $328.1K | 0.02% | +275 | New |
| Level Four Advisory Services, LLC | 279 | $331.7K | 0.01% | −299−51.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 283 | $336.9K | 0.09% | +2+0.7% | Added |
| Westshore Wealth, LLC | 291 | $346.0K | 0.14% | 00.0% | Unchanged |
| Smith, Moore & Co. | 295 | $350.7K | 0.04% | −15−4.8% | Reduced |
| Black Swift Group, LLC | 300 | $356.7K | 0.08% | +300 | New |
| Aull & Monroe Investment Management Corp | 303 | $360.3K | 0.18% | −30−9.0% | Reduced |
| Quest Investment Management LLC | 310 | $368.6K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 315 | $374.5K | 0.00% | +30+10.5% | Added |
| Independent Advisor Alliance | 320 | $380.5K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 326 | $387.6K | 0.04% | +326 | New |
| HRT Financial LP | 337 | $400.0K | 0.00% | +337 | New |