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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abel Hall, LLC | 10,806 | $626.3K | 0.47% | +326+3.1% | Added |
| Radnor Capital Management, LLC | 10,816 | $627.0K | 0.11% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,826 | $627.5K | 0.05% | −460−4.1% | Reduced |
| Sterneck Capital Management, LLC | 10,873 | $630.2K | 0.38% | −18,720−63.3% | Reduced |
| Cohen Capital Management, Inc. | 10,946 | $634.4K | 0.11% | +2,672+32.3% | Added |
| Chicago Capital, LLC | 10,969 | $635.8K | 0.02% | −6,200−36.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 11,055 | $640.8K | 0.27% | +30.0% | Added |
| First Nebraska Trust Co | 11,061 | $641.1K | 0.07% | −55−0.5% | Reduced |
| Tocqueville Asset Management L.P. | 11,061 | $641.1K | 0.01% | +1,295+13.3% | Added |
| Kovack Advisors, Inc. | 11,146 | $646.0K | 0.08% | +276+2.5% | Added |
| Alliance Wealth Advisors, LLC | 11,154 | $646.5K | 0.41% | +35+0.3% | Added |
| Flagstone Financial Management | 11,176 | $647.7K | 0.25% | −28−0.2% | Reduced |
| River Wealth Advisors LLC | 11,202 | $649.3K | 0.09% | +109+1.0% | Added |
| Perennial Investment Advisors, LLC | 11,213 | $650.0K | 0.10% | −154−1.4% | Reduced |
| G&S Capital LLC | 11,216 | $650.1K | 0.29% | −20.0% | Reduced |
| Cumberland Advisors Inc | 11,300 | $654.9K | 0.24% | 00.0% | Unchanged |
| Leisure Capital Management | 11,310 | $655.5K | 0.33% | −331−2.8% | Reduced |
| World Equity Group, Inc. | 11,344 | $657.5K | 0.14% | +328+3.0% | Added |
| Carlson Capital Management | 11,353 | $658.0K | 0.03% | −20,684−64.6% | Reduced |
| HCR Wealth Advisors | 11,396 | $660.5K | 0.10% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 11,406 | $661.1K | 0.01% | +842+8.0% | Added |
| Good Life Advisors, LLC | 11,474 | $665.0K | 0.06% | +306+2.7% | Added |
| PFW Advisors LLC | 11,483 | $665.6K | 0.20% | −287−2.4% | Reduced |
| Sage Mountain Advisors LLC | 11,484 | $665.6K | 0.07% | +2,075+22.1% | Added |
| Bridges Investment Management Inc | 11,507 | $666.9K | 0.02% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 11,534 | $668.5K | 0.15% | −14,434−55.6% | Reduced |
| Parkside Financial Bank & Trust | 11,576 | $670.9K | 0.11% | +343+3.1% | Added |
| Tributary Capital Management, LLC | 11,650 | $675.2K | 0.06% | +1,900+19.5% | Added |
| Correct Capital Wealth Management | 11,651 | $675.3K | 0.16% | 00.0% | Unchanged |
| Proequities, Inc. | 11,730 | $679.9K | 0.04% | −848−6.7% | Reduced |
| Farmers Trust Co | 11,742 | $680.6K | 0.14% | −169−1.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 11,761 | $681.7K | 0.02% | −1,878−13.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,778 | $682.7K | 0.02% | +336+2.9% | Added |
| Accredited Investors Inc. | 11,817 | $684.9K | 0.04% | −7,364−38.4% | Reduced |
| Peak Planning Group, LLC | 11,854 | $687.1K | 0.43% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 12,082 | $687.9K | 0.25% | −1,662−12.1% | Reduced |
| Liberty Wealth Management LLC | 11,868 | $688.0K | 0.13% | +11,868 | New |
| Fayez Sarofim & Co | 11,938 | $691.9K | 0.00% | −491−4.0% | Reduced |
| Crawford Investment Counsel Inc | 11,965 | $693.5K | 0.01% | +949+8.6% | Added |
| Claro Advisors LLC | 11,968 | $693.6K | 0.12% | −994−7.7% | Reduced |
| Chilton Capital Management LLC | 12,030 | $697.3K | 0.03% | −360−2.9% | Reduced |
| Chicago Trust Co NA | 12,048 | $698.3K | 0.14% | +1,219+11.3% | Added |
| Alliance Wealth Advisors, LLC | 12,092 | $700.9K | 0.21% | −918−7.1% | Reduced |
| Eisler Capital (US) LLC | 12,151 | $704.3K | 0.24% | +12,151 | New |
| Allstate Corp | 12,200 | $707.1K | 0.05% | −412−3.3% | Reduced |
| Trust Co of Vermont | 12,250 | $710.0K | 0.04% | +1,154+10.4% | Added |
| Deseret Mutual Benefit Administrators | 12,271 | $711.2K | 0.36% | −20−0.2% | Reduced |
| Wintrust Investments LLC | 12,280 | $712.0K | 0.06% | −151−1.2% | Reduced |
| AIMZ Investment Advisors, LLC | 12,330 | $714.6K | 0.27% | −675−5.2% | Reduced |
| Bremer Bank National Association | 12,358 | $716.3K | 0.13% | −136−1.1% | Reduced |
| Western Wealth Management, LLC | 12,383 | $717.7K | 0.06% | −7,843−38.8% | Reduced |
| Aaron Wealth Advisors | 12,387 | $718.0K | 0.10% | +3,258+35.7% | Added |
| Quotient Wealth Partners, LLC | 12,449 | $721.5K | 0.03% | −2,339−15.8% | Reduced |
| MEMBERS Trust Co | 12,454 | $721.8K | 0.02% | +643+5.4% | Added |
| Pettyjohn, Wood & White, Inc | 12,516 | $725.4K | 0.14% | −72−0.6% | Reduced |
| Formidable Asset Management, LLC | 12,527 | $726.0K | 0.12% | +7,041+128.3% | Added |
| Operose Advisors LLC | 12,527 | $726.1K | 0.25% | −699−5.3% | Reduced |
| Tyche Wealth Partners LLC | 12,534 | $726.4K | 0.18% | +2,282+22.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,548 | $727.3K | 0.08% | +296+2.4% | Added |
| Carson Advisory Inc. | 12,614 | $731.1K | 0.51% | −55−0.4% | Reduced |
| Hilltop Holdings Inc. | 12,623 | $731.6K | 0.08% | −182−1.4% | Reduced |
| PFG Investments, LLC | 12,684 | $735.2K | 0.04% | +5,173+68.9% | Added |
| Hills Bank & Trust Co | 12,751 | $739.0K | 0.06% | +8,346+189.5% | Added |
| Wimmer Associates 1, LLC | 12,796 | $741.7K | 0.39% | −345−2.6% | Reduced |
| Family Legacy, Inc. | 12,800 | $741.9K | 0.27% | 00.0% | Unchanged |
| Element Wealth, LLC | 12,810 | $742.4K | 0.43% | −3,079−19.4% | Reduced |
| Heritage Wealth Management, LLC | 12,814 | $742.7K | 0.38% | +21+0.2% | Added |
| 9258 Wealth Management, LLC | 12,834 | $743.8K | 0.12% | −138−1.1% | Reduced |
| Ingalls & Snyder LLC | 12,830 | $744.0K | 0.03% | −1,511−10.5% | Reduced |
| C2C Wealth Management, LLC | 12,861 | $745.4K | 0.74% | −500−3.7% | Reduced |
| Zacks Investment Management | 12,877 | $746.3K | 0.01% | +5,785+81.6% | Added |
| Bragg Financial Advisors, Inc | 12,901 | $747.7K | 0.03% | −625−4.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 12,972 | $751.9K | 0.59% | −223−1.7% | Reduced |
| Private Management Group Inc | 13,050 | $756.4K | 0.03% | −9,110−41.1% | Reduced |
| Gagnon Securities LLC | 13,056 | $756.7K | 0.18% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 13,063 | $757.1K | 0.10% | −3,519−21.2% | Reduced |
| Benjamin Edwards Inc | 13,105 | $760.0K | 0.15% | +4,178+46.8% | Added |
| MeadowBrook Investment Advisors LLC | 13,145 | $761.9K | 0.71% | −210−1.6% | Reduced |
| Highline Wealth Partners LLC | 13,146 | $761.9K | 0.31% | +10.0% | Added |
| Weatherly Asset Management L. P. | 13,170 | $763.3K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 13,229 | $766.7K | 0.04% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 13,234 | $767.0K | 0.02% | +7,589+134.4% | Added |
| Plancorp, LLC | 13,274 | $769.4K | 0.03% | +3,665+38.1% | Added |
| Farther Finance Advisors, LLC | 13,412 | $772.7K | 0.05% | +1,944+17.0% | Added |
| Longfellow Investment Management Co LLC | 13,334 | $772.8K | 0.17% | +94+0.7% | Added |
| Gibbs Wealth Management | 13,350 | $773.8K | 0.44% | +13,350 | New |
| Wealthcare Advisory Partners LLC | 13,414 | $777.5K | 0.03% | +391+3.0% | Added |
| DF Dent & Co Inc | 13,438 | $778.9K | 0.01% | +7,232+116.5% | Added |
| Cardiff Park Advisors, LLC | 13,512 | $783.2K | 0.07% | +17+0.1% | Added |
| Boston Trust Walden Corp | 13,515 | $783.3K | 0.01% | −1,000−6.9% | Reduced |
| Wealthspan Partners, LLC | 13,529 | $784.1K | 0.46% | +13,529 | New |
| Vertex Planning Partners, LLC | 13,609 | $788.8K | 0.22% | −1,026−7.0% | Reduced |
| American National Bank & Trust Co | 13,615 | $789.0K | 0.19% | +13,615 | New |
| Richwood Investment Advisors, LLC | 13,617 | $789.2K | 0.70% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 13,622 | $789.5K | 0.28% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 13,709 | $794.6K | 0.23% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 13,715 | $794.9K | 0.50% | +393+3.0% | Added |
| Eclectic Associates Inc | 13,716 | $795.0K | 0.36% | +531+4.0% | Added |
| Park National Corp | 13,771 | $798.2K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,071 | $799.7K | 0.11% | +6,955+97.7% | Added |