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 |
|---|---|---|---|---|---|
| Amundi | 4,799 | $5.67M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,917 | $5.85M | 0.00% | +53+1.1% | Added |
| Western Asset Management Company, LLC | 4,965 | $5.90M | 7.26% | 00.0% | Unchanged |
| Norris Perne & French LLP | 5,355 | $6.37M | 0.46% | −130−2.4% | Reduced |
| Rational Advisors LLC | 5,400 | $6.42M | 0.63% | +300+5.9% | Added |
| LPL Financial LLC | 5,886 | $7.00M | 0.00% | +591+11.2% | Added |
| Citigroup Inc | 5,986 | $7.12M | 0.01% | −18−0.3% | Reduced |
| Penn Mutual Asset Management, LLC | 6,000 | $7.13M | 15.16% | 00.0% | Unchanged |
| Conning Inc. | 6,065 | $7.17M | 0.26% | 00.0% | Unchanged |
| Stifel Financial Corp | 6,203 | $7.38M | 0.01% | +27+0.4% | Added |
| Crawford Investment Counsel Inc | 6,335 | $7.53M | 0.14% | −76−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 6,411 | $7.62M | 0.01% | +1,523+31.2% | Added |
| Palisade Capital Management LLC | 7,002 | $8.28M | 0.23% | −16−0.2% | Reduced |
| UBS Group AG | 7,003 | $8.33M | 0.00% | +307+4.6% | Added |
| Wellington Management Group LLP | 7,054 | $8.39M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 7,583 | $9.02M | 0.01% | +1,228+19.3% | Added |
| RB Capital Management, LLC | 7,964 | $9.47M | 2.42% | −181−2.2% | Reduced |
| Stratos Wealth Partners, LTD. | 8,077 | $9.60M | 0.15% | +125+1.6% | Added |
| JRM Investment Counsel, LLC | 8,710 | $10.4M | 3.49% | −2,257−20.6% | Reduced |
| Lord, Abbett & Co. LLC | 9,034 | $10.7M | 0.04% | −525−5.5% | Reduced |
| Kestra Advisory Services, LLC | 10,402 | $12.3M | 0.07% | +873+9.2% | Added |
| Ulland Investment Advisors, LLC | 10,532 | $12.5M | 8.70% | +9,631+1,068.9% | Added |
| Alliancebernstein L.P. | 10,552 | $12.5M | 0.00% | −200−1.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 11,778 | $14.0M | 1.30% | +161+1.4% | Added |
| KCM Investment Advisors LLC | 11,781 | $14.0M | 0.50% | −1,581−11.8% | Reduced |
| Camden Asset Management L P | 12,000 | $14.3M | 0.43% | +3,000+33.3% | Added |
| Oxbow Advisors, LLC | 13,078 | $15.5M | 1.82% | +83+0.6% | Added |
| New England Asset Management Inc | 13,275 | $15.8M | 2.62% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 15,389 | $18.3M | 0.04% | +11,572+303.2% | Added |
| Royal Bank of Canada | – | $19.4M | 0.00% | – | – |
| New York State Common Retirement Fund | 17,567 | $20.9M | 0.03% | −784−4.3% | Reduced |
| First Manhattan Co | 17,929 | $21.3M | 0.07% | +3,747+26.4% | Added |
| Pier 88 Investment Partners LLC | 18,152 | $21.6M | 4.84% | +300+1.7% | Added |
| Colony Group, LLC | 18,961 | $22.5M | 0.08% | +18,961 | New |
| Ssi Investment Management LLC | 20,338 | $24.2M | 1.86% | −360−1.7% | Reduced |
| First Eagle Investment Management, LLC | 20,691 | $24.6M | 0.06% | −2,000−8.8% | Reduced |
| Thrivent Financial for Lutherans | 24,221 | $28.6M | 0.06% | −155−0.6% | Reduced |
| Mackay Shields LLC | 28,491 | $34.0M | 1.03% | −219−0.8% | Reduced |
| Bank of America Corp | 31,440 | $37.4M | 0.00% | −795−2.5% | Reduced |
| Nuveen Asset Management, LLC | 39,127 | $46.5M | 0.01% | −71−0.2% | Reduced |
| Morgan Stanley | 46,520 | $55.3M | 0.00% | −1,114−2.3% | Reduced |
| FMR LLC | 50,738 | $60.3M | 0.00% | −2,000−3.8% | Reduced |
| Allianz Asset Management GmbH | 58,640 | $69.7M | 0.11% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 61,791 | $73.7M | 0.07% | +308+0.5% | Added |
| Invesco Ltd. | 64,900 | $77.2M | 0.02% | +100.0% | Added |
| Stonebridge Advisors LLC | 69,144 | $82.2M | 53.61% | +1,590+2.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 85,638 | $101.8M | 0.24% | +85,638 | New |
| Victory Capital Management Inc | 88,975 | $105.8M | 0.11% | −3,647−3.9% | Reduced |
| First Trust Advisors LP | 153,180 | $182.1M | 0.19% | +3,730+2.5% | Added |
| State Street Corp | 156,745 | $189.1M | 0.01% | +92,300+143.2% | Added |
| Advent Capital Management | 175,720 | $212.2M | 5.14% | −9,043−4.9% | Reduced |
| BlackRock Inc. | 285,491 | $339.4M | 0.01% | −5,955−2.0% | Reduced |
| Voya Investment Management LLC | 594,548 | $706.9M | 0.70% | +15,000+2.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −75,705−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −3,441−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Whalerock Point Partners, LLC | 0 | $0 | 0.00% | −2,667−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Zazove Associates LLC | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | – | Sold out |
| Keynote Financial Services LLC | 0 | $0 | 0.00% | −23,250−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Heirloom Wealth Management | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| WealthBridge Capital Management, LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Baxter Bros Inc | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Income Research & Management | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Journey Advisory Group, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −5−100.0% | Sold out |