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 |
|---|---|---|---|---|---|
| Founders Capital Management, LLC | 1,011 | $1.20M | 0.22% | −65−6.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $1.19M | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 998 | $1.19M | 0.09% | −103−9.4% | Reduced |
| US Bancorp | 993 | $1.18M | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 985 | $1.17M | 0.01% | +59+6.4% | Added |
| Central Pacific Bank - Trust Division | 977 | $1.16M | 0.14% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 961 | $1.14M | 0.00% | +543+129.9% | Added |
| Kelly Lawrence W & Associates Inc | 887 | $1.05M | 0.24% | −100−10.1% | Reduced |
| D.A. Davidson & Co. | 884 | $1.05M | 0.01% | +58+7.0% | Added |
| LexAurum Advisors, LLC | 859 | $1.02M | 0.25% | −17−1.9% | Reduced |
| Chicago Partners Investment Group LLC | 845 | $1.01M | 0.04% | +4+0.5% | Added |
| Jane Street Group, LLC | 840 | $998.7K | 0.00% | −8,297−90.8% | Reduced |
| Seelaus Asset Management LLC | 833 | $990.4K | 1.00% | −70−7.8% | Reduced |
| JT Stratford LLC | 808 | $960.7K | 0.18% | +62+8.3% | Added |
| Sanctuary Advisors, LLC | 829 | $957.5K | 0.01% | +829 | New |
| First Hawaiian Bank | 804 | $955.9K | 0.03% | −117−12.7% | Reduced |
| Pennsylvania Capital Management Inc | 774 | $920.3K | 0.35% | −11−1.4% | Reduced |
| Scotia Capital Inc. | 769 | $914.3K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 767 | $911.9K | 0.86% | +1+0.1% | Added |
| Van Hulzen Asset Management, LLC | 737 | $876.0K | 0.06% | −9−1.2% | Reduced |
| Aristotle Capital Management, LLC | 721 | $857.2K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 700 | $832.3K | 0.00% | +700 | New |
| HighTower Advisors, LLC | 689 | $820.0K | 0.00% | −71−9.3% | 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 |
| Chilton Capital Management LLC | 662 | $787.1K | 0.04% | −47−6.6% | Reduced |
| Islay Capital Management, LLC | 635 | $755.0K | 0.54% | 00.0% | Unchanged |
| Wedbush Securities Inc | 600 | $713.0K | 0.03% | +83+16.1% | Added |
| Bowman & Co S.C. | 592 | $705.2K | 0.41% | – | – |
| The PNC Financial Services Group, Inc. | 578 | $687.2K | 0.00% | +269+87.1% | Added |
| Whittier Trust Co of Nevada Inc | 540 | $642.0K | 0.02% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 510 | $606.4K | 0.06% | −15−2.9% | Reduced |
| Coordinated Financial Services, Inc. | 510 | $605.9K | 0.52% | +12+2.4% | Added |
| Pathway Financial Advisers, LLC | 506 | $601.6K | 0.22% | −9−1.7% | Reduced |
| Creative Planning | 505 | $600.1K | 0.00% | +149+41.9% | Added |
| Independent Wealth Network Inc. | 504 | $599.2K | 0.28% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 503 | $598.0K | 0.03% | −41−7.5% | Reduced |
| IFG Advisors, LLC | 500 | $594.5K | 0.14% | +500 | New |
| Icon Advisers Inc | 500 | $591.0K | 0.13% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 480 | $567.5K | 0.16% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 469 | $557.6K | 0.17% | 00.0% | Unchanged |
| Cetera Investment Advisers | 451 | $537.2K | 0.00% | −22−4.7% | Reduced |
| Marathon Trading Investment Management LLC | 444 | $527.9K | 0.14% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 439 | $522.0K | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 436 | $518.4K | 0.00% | +64+17.2% | Added |
| Bank of Montreal | 434 | $513.5K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 416 | $494.6K | 0.01% | +5+1.2% | Added |
| Ieq Capital, LLC | 400 | $475.6K | 0.01% | −30−7.0% | Reduced |
| Crew Capital Management, Ltd. | 385 | $457.8K | 0.37% | −55−12.5% | Reduced |
| WFA of San Diego, LLC | 367 | $436.4K | 0.39% | +367 | New |
| Blair William & Co | 352 | $418.5K | 0.00% | +10+2.9% | Added |
| Valeo Financial Advisors, LLC | 81,643 | $404.7K | 0.01% | −124−0.2% | Reduced |
| HRT Financial LP | 337 | $400.0K | 0.00% | +337 | New |
| Marcum Wealth, LLC | 326 | $387.6K | 0.04% | +326 | New |
| Independent Advisor Alliance | 320 | $380.5K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 315 | $374.5K | 0.00% | +30+10.5% | Added |
| Quest Investment Management LLC | 310 | $368.6K | 0.04% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 303 | $360.3K | 0.18% | −30−9.0% | Reduced |
| Black Swift Group, LLC | 300 | $356.7K | 0.08% | +300 | New |
| Smith, Moore & Co. | 295 | $350.7K | 0.04% | −15−4.8% | Reduced |
| Westshore Wealth, LLC | 291 | $346.0K | 0.14% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 283 | $336.9K | 0.09% | +2+0.7% | Added |
| Level Four Advisory Services, LLC | 279 | $331.7K | 0.01% | −299−51.7% | Reduced |
| Stratos Wealth Advisors, LLC | 275 | $328.1K | 0.02% | +275 | New |
| PFG Investments, LLC | 275 | $327.0K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 276 | $326.1K | 0.01% | +276 | New |
| Whittier Trust Co | 274 | $325.8K | 0.00% | −2−0.7% | Reduced |
| Cerity Partners LLC | 273 | $324.3K | 0.00% | −26−8.7% | Reduced |
| Cresset Asset Management, LLC | 270 | $321.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 269 | $319.8K | 0.00% | −11−3.9% | Reduced |
| ELCO Management Co., LLC | 263 | $312.7K | 0.18% | −65−19.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 261 | $310.3K | 0.00% | −179−40.7% | Reduced |
| Michael B. Yongue | 260 | $309.1K | 0.27% | −4−1.5% | Reduced |
| AlphaCore Capital LLC | 253 | $301.2K | 0.07% | −33−11.5% | Reduced |
| 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 |
| Chilton Investment Co LLC | 239 | $284.2K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 228 | $271.1K | 0.09% | +16+7.5% | Added |
| Berger Financial Group, Inc | 221 | $262.8K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 220 | $261.6K | 0.03% | +14+6.8% | Added |
| International Assets Investment Management, LLC | 217 | $258.0K | 0.02% | +217 | New |
| Susquehanna International Group, LLP | 214 | $254.4K | 0.00% | −257−54.6% | Reduced |
| HB Wealth Management, LLC | 206 | $244.9K | 0.00% | +16+8.4% | Added |
| IFG Advisory, LLC | 205 | $243.8K | 0.02% | +205 | New |
| Simplicity Wealth,LLC | 200 | $237.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 195 | $231.8K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 195 | $231.8K | 0.01% | +8+4.3% | Added |
| Oppenheimer Asset Management Inc. | 188 | $223.5K | 0.00% | +188 | New |
| Montecito Bank & Trust | 185 | $220.0K | 0.04% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 185 | $220.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 175 | $208.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 173 | $205.7K | 0.00% | +173 | New |
| Bridgewealth Advisory Group, LLC | 172 | $204.5K | 0.09% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 172 | $204.3K | 0.01% | 00.0% | Unchanged |
| CNH Partners LLC | 170 | $202.8K | 0.01% | +170 | New |
| Riverview Trust Co | 167 | $198.6K | 0.19% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $178.3K | 0.00% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 115 | $136.0K | 0.10% | 00.0% | Unchanged |