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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 81,643 | $404.7K | 0.01% | −124−0.2% | Reduced |
| Blair William & Co | 352 | $418.5K | 0.00% | +10+2.9% | Added |
| WFA of San Diego, LLC | 367 | $436.4K | 0.39% | +367 | New |
| Crew Capital Management, Ltd. | 385 | $457.8K | 0.37% | −55−12.5% | Reduced |
| Ieq Capital, LLC | 400 | $475.6K | 0.01% | −30−7.0% | Reduced |
| Resources Investment Advisors, LLC. | 416 | $494.6K | 0.01% | +5+1.2% | Added |
| Bank of Montreal | 434 | $513.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 436 | $518.4K | 0.00% | +64+17.2% | Added |
| Pekin Hardy Strauss, Inc. | 439 | $522.0K | 0.07% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $527.9K | 0.14% | 00.0% | Unchanged |
| Cetera Investment Advisers | 451 | $537.2K | 0.00% | −22−4.7% | Reduced |
| Fernwood Investment Management, LLC | 469 | $557.6K | 0.17% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 480 | $567.5K | 0.16% | 00.0% | Unchanged |
| Icon Advisers Inc | 500 | $591.0K | 0.13% | 00.0% | Unchanged |
| IFG Advisors, LLC | 500 | $594.5K | 0.14% | +500 | New |
| Ingalls & Snyder LLC | 503 | $598.0K | 0.03% | −41−7.5% | Reduced |
| Independent Wealth Network Inc. | 504 | $599.2K | 0.28% | 00.0% | Unchanged |
| Creative Planning | 505 | $600.1K | 0.00% | +149+41.9% | Added |
| Pathway Financial Advisers, LLC | 506 | $601.6K | 0.22% | −9−1.7% | Reduced |
| Coordinated Financial Services, Inc. | 510 | $605.9K | 0.52% | +12+2.4% | Added |
| AlphaStar Capital Management, LLC | 510 | $606.4K | 0.06% | −15−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 540 | $642.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 578 | $687.2K | 0.00% | +269+87.1% | Added |
| Bowman & Co S.C. | 592 | $705.2K | 0.41% | – | – |
| Wedbush Securities Inc | 600 | $713.0K | 0.03% | +83+16.1% | Added |
| Islay Capital Management, LLC | 635 | $755.0K | 0.54% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 662 | $787.1K | 0.04% | −47−6.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 668 | $794.2K | 0.03% | +5+0.8% | Added |
| NewEdge Wealth, LLC | 668 | $794.2K | 0.02% | −1−0.1% | Reduced |
| BOS Asset Management, LLC | 668 | $794.2K | 0.37% | +668 | New |
| HighTower Advisors, LLC | 689 | $820.0K | 0.00% | −71−9.3% | Reduced |
| Northern Trust Corp | 700 | $832.3K | 0.00% | +700 | New |
| Aristotle Capital Management, LLC | 721 | $857.2K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 737 | $876.0K | 0.06% | −9−1.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 767 | $911.9K | 0.86% | +1+0.1% | Added |
| Scotia Capital Inc. | 769 | $914.3K | 0.01% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 774 | $920.3K | 0.35% | −11−1.4% | Reduced |
| First Hawaiian Bank | 804 | $955.9K | 0.03% | −117−12.7% | Reduced |
| Sanctuary Advisors, LLC | 829 | $957.5K | 0.01% | +829 | New |
| JT Stratford LLC | 808 | $960.7K | 0.18% | +62+8.3% | Added |
| Seelaus Asset Management LLC | 833 | $990.4K | 1.00% | −70−7.8% | Reduced |
| Jane Street Group, LLC | 840 | $998.7K | 0.00% | −8,297−90.8% | Reduced |
| Chicago Partners Investment Group LLC | 845 | $1.01M | 0.04% | +4+0.5% | Added |
| LexAurum Advisors, LLC | 859 | $1.02M | 0.25% | −17−1.9% | Reduced |
| D.A. Davidson & Co. | 884 | $1.05M | 0.01% | +58+7.0% | Added |
| Kelly Lawrence W & Associates Inc | 887 | $1.05M | 0.24% | −100−10.1% | Reduced |
| Ameriprise Financial Inc | 961 | $1.14M | 0.00% | +543+129.9% | Added |
| Central Pacific Bank - Trust Division | 977 | $1.16M | 0.14% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 985 | $1.17M | 0.01% | +59+6.4% | Added |
| US Bancorp | 993 | $1.18M | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 998 | $1.19M | 0.09% | −103−9.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $1.19M | 0.00% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,011 | $1.20M | 0.22% | −65−6.0% | Reduced |
| JPMorgan Chase & Co | 1,062 | $1.26M | 0.00% | −3,615−77.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,122 | $1.33M | 0.00% | −1,544−57.9% | Reduced |
| Cove Private Wealth, LLC | 1,169 | $1.39M | 1.11% | 00.0% | Unchanged |
| SEI Investments Co | 1,174 | $1.40M | 0.00% | +85+7.8% | Added |
| Marathon Capital Management | 1,225 | $1.46M | 0.37% | −17−1.4% | Reduced |
| National Bank of Canada | 1,248 | $1.47M | 0.00% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 24,790 | $1.47M | 1.40% | −1,184−4.6% | Reduced |
| First Foundation Advisors | 1,334 | $1.59M | 0.06% | −9−0.7% | Reduced |
| Schroder Investment Management Group | 1,353 | $1.61M | 0.00% | +386+39.9% | Added |
| Schnieders Capital Management LLC | 1,378 | $1.64M | 0.33% | −99−6.7% | Reduced |
| Graypoint LLC | 1,422 | $1.69M | 0.12% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,425 | $1.69M | 0.19% | −77−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,451 | $1.73M | 0.00% | +110+8.2% | Added |
| Everett Harris & Co | 1,466 | $1.74M | 0.02% | +25+1.7% | Added |
| Truist Financial Corp | 1,487 | $1.77M | 0.00% | −40−2.6% | Reduced |
| RMB Capital Management, LLC | 1,593 | $1.89M | 0.05% | +483+43.5% | Added |
| Bowie Capital Management, LLC | 1,600 | $1.90M | 0.12% | 00.0% | Unchanged |
| CSM Advisors, LLC | 1,750 | $2.08M | 0.15% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,759 | $2.09M | 0.11% | +275+18.5% | Added |
| CI Private Wealth, LLC | 2,015 | $2.40M | 0.00% | −13−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 2,025 | $2.42M | 0.00% | +35+1.8% | Added |
| Neuberger Berman Group LLC | 2,136 | $2.54M | 0.00% | +35+1.7% | Added |
| Summitry LLC | 2,193 | $2.61M | 0.13% | −146−6.2% | Reduced |
| Macquarie Group Ltd | – | $2.62M | 0.00% | – | – |
| Baird Financial Group, Inc. | 2,264 | $2.69M | 0.01% | +430+23.4% | Added |
| Agf Management Ltd | 2,300 | $2.73M | 0.02% | −1,700−42.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,357 | $2.80M | 0.01% | +161+7.3% | Added |
| Wittenberg Investment Management, Inc. | 2,357 | $2.80M | 0.95% | −272−10.3% | Reduced |
| Seven Springs Wealth Group, LLC | 2,419 | $2.88M | 1.12% | +83+3.6% | Added |
| Calamos Advisors LLC | 2,594 | $3.08M | 0.01% | +15+0.6% | Added |
| Keystone Financial Group | 2,611 | $3.10M | 1.11% | +9+0.3% | Added |
| Janney Montgomery Scott LLC | 2,948 | $3.50M | 0.01% | −337−10.3% | Reduced |
| American Century Companies Inc | 2,939 | $3.51M | 0.00% | +346+13.3% | Added |
| Envestnet Asset Management Inc | 3,063 | $3.64M | 0.00% | −83−2.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $3.69M | 0.23% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,261 | $3.87M | 0.83% | −220−6.3% | Reduced |
| Goldman Sachs Group Inc | 3,280 | $3.90M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 3,345 | $3.98M | 0.01% | −399−10.7% | Reduced |
| LM Advisors LLC | 3,544 | $4.21M | 0.01% | +3,544 | New |
| Spectrum Asset Management, Inc. | 3,545 | $4.21M | 14.92% | +116+3.4% | Added |
| Edgemoor Investment Advisors, Inc. | 3,564 | $4.24M | 0.39% | −238−6.3% | Reduced |
| Knightsbridge Asset Management, LLC | 3,687 | $4.38M | 1.09% | −161−4.2% | Reduced |
| Bessemer Group Inc | 3,787 | $4.50M | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,427 | $5.26M | 0.10% | +35+0.8% | Added |
| AEGON USA Investment Management, LLC | – | $5.29M | 4.21% | – | – |
| Hudson Capital Management LLC | 4,511 | $5.36M | 1.80% | +211+4.9% | Added |
| Phraction Management LLC | 4,638 | $5.51M | 2.05% | 00.0% | Unchanged |