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Livermore
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Wells Fargo & Company

WFC
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; 2,883 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.

Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ

13F holders, Q1 2024

Institutional positions in Wells Fargo & Company as of Mar 31, 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
2,205
+81 vs. Q4 2023
Shares held
2.67B
−33.8M (−1.2%) vs. Q4 2023
Total value
$154.8B
+$21.6B (+16.2%) vs. Q4 2023
New holders
211
719 more added
Sold out
130
972 more reduced

30 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WFC 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.

Institutional holdersQ1 2024: 2,205 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,883 institutions
Value heldQ1 2024: $154.8B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,883$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2023.

Institutions holding WFC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GFG Capital, LLC23,556$00.00%+119+0.5%Added
Dogwood Wealth Management LLC0$260.00%−1−100.0%Reduced
Deane Retirement Strategies, Inc.2$1160.00%00.0%Unchanged
Sofos Investments, Inc.4$2310.00%+4New
Bullock Wealth Management Group5$2720.00%+5New
Planning Capital Management Corp10$5800.00%−276−96.5%Reduced
TD Capital Management LLC12$6960.00%+12New
Global Assets Advisory, LLC45,512$7900.04%+45,512New
WestEnd Advisors, LLC14$8110.00%+14New
GoalVest Advisory LLC15$8690.00%+15New
Hallmark Capital Management Inc26$1.51K0.00%00.0%Unchanged
Tfo-TDC, LLC35$2.03K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC40$2.32K0.00%00.0%Unchanged
AlphaMark Advisors, LLC50$3.00K0.00%00.0%Unchanged
ZRC Wealth Management, LLC60$3.48K0.00%00.0%Unchanged
Chesapeake Asset Management LLC63$3.65K0.00%00.0%Unchanged
Albion Financial Group67$3.88K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC68$3.94K0.00%00.0%Unchanged
Aspect Partners, LLC70$4.06K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC72$4.17K0.00%+72New
Delta Accumulation, LLC73$4.23K0.03%00.0%Unchanged
Cassady Schiller Wealth Management, LLC79$4.58K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC79$4.58K0.01%+29+58.0%Added
LFA - Lugano Financial Advisors SA81$4.70K0.00%00.0%Unchanged
Motco82$4.75K0.00%−123−60.0%Reduced
Burkett Financial Services, LLC88$5.12K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC89$5.16K0.00%−137−60.6%Reduced
TFC Financial Management93$5.39K0.00%−232−71.4%Reduced
Toth Financial Advisory Corp93$5.39K0.00%00.0%Unchanged
Horizon Financial Services, LLC97$5.62K0.00%+97New
Eukles Asset Management101$5.85K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.104$6.03K0.00%+12+13.0%Added
Nemes Rush Group LLC104$6.03K0.00%00.0%Unchanged
Granite FO LLC108$6.16K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC113$6.55K0.00%00.0%Unchanged
Insight Financial Services118$6.84K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.124$7.19K0.00%+14+12.7%Added
Global Wealth Strategies & Associates127$7.36K0.00%+127New
Criterion Capital Advisors, LLC132$7.65K0.01%+42+46.7%Added
Broadwater Capital Management LLC133$7.71K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC135$7.83K0.00%−214−61.3%Reduced
PayPay Securities Corp148$8.58K0.43%−36−19.6%Reduced
Atlantic Edge Private Wealth Management, LLC150$8.69K0.00%−532−78.0%Reduced
Trifecta Capital Advisors, LLC152$8.81K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC155$8.98K0.00%+55+55.0%Added
Wolff Wiese Magana LLC160$9.27K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC160$9.27K0.00%00.0%Unchanged
Nordwand Advisors, LLC160$9.27K0.00%+160New
Castleview Partners, LLC168$9.74K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.177$10.0K0.00%−5,400−96.8%Reduced
EntryPoint Capital, LLC175$10.1K0.01%+36+25.9%Added
ClariVest Asset Management LLC182$10.5K0.00%+31+20.5%Added
Princeton Global Asset Management LLC196$11.4K0.00%+1+0.5%Added
Dixon Mitchell Investment Counsel Inc.200$11.6K0.00%+200New
REAP Financial Group, LLC206$11.9K0.00%+1+0.5%Added
Kiely Wealth Advisory Group, Inc.200$12.0K0.01%00.0%Unchanged
ORG Partners LLC216$12.5K0.02%−829−79.3%Reduced
Norwood Financial Corp225$13.0K0.02%−25−10.0%Reduced
Gleason Group, Inc.226$13.1K0.00%+1+0.4%Added
Center for Financial Planning, Inc.230$13.3K0.00%00.0%Unchanged
Kozak & Associates, Inc.219$13.3K0.00%+2+0.9%Added
Naples Money Management LLC249$14.4K0.01%00.0%Unchanged
VisionPoint Advisory Group, LLC255$14.8K0.01%−460−64.3%Reduced
Migdal Insurance & Financial Holdings Ltd.255$15.0K0.00%−20,782−98.8%Reduced
Coston, McIsaac & Partners259$15.0K0.00%+1+0.4%Added
Jamison Private Wealth Management, Inc.275$15.9K0.00%+80+41.0%Added
CGC Financial Services, LLC280$16.2K0.01%00.0%Unchanged
Breakwater Investment Management288$16.7K0.01%+288New
Dunhill Financial, LLC291$16.9K0.01%+47+19.3%Added
Dougherty Wealth Advisers LLC299$17.3K0.02%00.0%Unchanged
Newton One Investments LLC299$17.3K0.01%+2+0.7%Added
Westside Investment Management, Inc.300$17.4K0.00%00.0%Unchanged
PFS Partners, LLC311$18.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC314$18.2K0.01%−52−14.2%Reduced
Redmont Wealth Advisors LLC320$18.5K0.03%+320New
Main Street Group, LTD328$18.9K0.01%+9+2.8%Added
Red Tortoise LLC336$19.5K0.01%00.0%Unchanged
Kelly Financial Services LLC337$19.5K0.01%+9+2.7%Added
Y.D. More Investments Ltd339$19.6K0.00%00.0%Unchanged
America First Investment Advisors, LLC341$19.8K0.00%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.350$20.3K0.00%00.0%Unchanged
Stephens Consulting, LLC355$20.6K0.01%00.0%Unchanged
Archer Investment Corp374$21.7K0.01%+11+3.0%Added
EnRich Financial Partners LLC375$21.7K0.01%+375New
NewSquare Capital LLC383$22.2K0.00%−1−0.3%Reduced
Costello Asset Management, INC398$23.1K0.02%00.0%Unchanged
nVerses Capital, LLC400$23.2K0.06%+400New
Rakuten Securities, Inc.404$23.4K0.01%−81−16.7%Reduced
Tidemark, LLC409$23.7K0.01%+181+79.4%Added
Valued Wealth Advisors LLC410$23.8K0.02%+207+102.0%Added
Hanson & Doremus Investment Management406$24.0K0.00%+95+30.5%Added
MB, Levis & Associates, LLC419$24.3K0.01%00.0%Unchanged
Bellevue Asset Management, LLC425$24.6K0.01%+3+0.7%Added
McClarren Financial Advisors, Inc.425$25.0K0.02%+3+0.7%Added
Byrne Asset Management LLC440$25.5K0.02%+65+17.3%Added
RFP Financial Group LLC440$25.5K0.01%−162−26.9%Reduced
Private Wealth Management Group, LLC450$26.1K0.01%00.0%Unchanged
JDM Financial Group LLC465$27.0K0.02%00.0%Unchanged
Horizon Bancorp Inc470$27.0K0.01%00.0%Unchanged
Stone House Investment Management, LLC467$27.1K0.01%+2+0.4%Added