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 |
|---|---|---|---|---|---|
| Cladis Investment Advisory, LLC | 13,823 | $801.2K | 0.59% | +10.0% | Added |
| Pointe Capital Management LLC | 13,846 | $802.5K | 0.50% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 13,880 | $804.5K | 0.02% | +9,550+220.6% | Added |
| MBB Public Markets I LLC | 13,910 | $806.2K | 0.05% | +13,910 | New |
| Gradient Investments LLC | 13,977 | $810.1K | 0.02% | −294−2.1% | Reduced |
| Black Maple Capital Management LP | 14,000 | $811.4K | 0.54% | +8,900+174.5% | Added |
| Intrua Financial, LLC | 14,042 | $813.9K | 0.13% | −3,581−20.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 14,070 | $815.5K | 0.25% | +340+2.5% | Added |
| Brooks, Moore & Associates, Inc. | 14,100 | $817.2K | 0.52% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 14,178 | $821.8K | 0.15% | +2,868+25.4% | Added |
| Mather Group, LLC. | 16,716 | $822.8K | 0.01% | −20−0.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 14,209 | $823.6K | 0.05% | +1,578+12.5% | Added |
| JNBA Financial Advisors | 14,210 | $823.6K | 0.09% | −1,246−8.1% | Reduced |
| Pacific Global Investment Management CO | 14,221 | $824.2K | 0.16% | +541+4.0% | Added |
| Mainstay Capital Management LLC | 14,223 | $824.4K | 0.16% | −1,884−11.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 14,238 | $825.2K | 0.07% | −1,610−10.2% | Reduced |
| Wealth Alliance | 14,301 | $828.9K | 0.11% | −1,301−8.3% | Reduced |
| First National Bank Sioux Falls | 14,307 | $829.2K | 0.45% | −1,650−10.3% | Reduced |
| Prio Wealth Limited Partnership | 14,309 | $829.4K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 14,323 | $831.0K | 0.22% | −5,340−27.2% | Reduced |
| Cullen Investment Group, Ltd. | 14,527 | $833.1K | 0.13% | +539+3.9% | Added |
| Strategic Investment Advisors | 14,382 | $833.6K | 0.11% | −2,316−13.9% | Reduced |
| Pinebridge Investments, L.P. | 14,396 | $834.4K | 0.01% | +6,567+83.9% | Added |
| LifeSteps Financial, Inc. | 14,402 | $834.7K | 0.63% | +104+0.7% | Added |
| Cambridge Trust Co | 14,620 | $847.4K | 0.03% | −385−2.6% | Reduced |
| Welch Group, LLC | 14,666 | $850.0K | 0.04% | 00.0% | Unchanged |
| McDaniel Terry & Co | 14,700 | $852.0K | 0.08% | +292+2.0% | Added |
| Vontobel Holding Ltd. | 14,711 | $852.6K | 0.01% | +6,150+71.8% | Added |
| Northwest Wealth Management, LLC | 14,711 | $852.7K | 0.23% | +104+0.7% | Added |
| Stock Yards Bank & Trust Co | 14,735 | $854.0K | 0.03% | −1,114−7.0% | Reduced |
| Segment Wealth Management, LLC | 14,741 | $854.4K | 0.06% | +74+0.5% | Added |
| Arkadios Wealth Advisors | 14,785 | $856.9K | 0.07% | +449+3.1% | Added |
| Keudell/Morrison Wealth Management | 14,792 | $857.3K | 0.26% | −1,601−9.8% | Reduced |
| MTM Investment Management, LLC | 14,812 | $858.5K | 0.35% | +60.0% | Added |
| Legacy Financial Group LLC | 14,844 | $860.4K | 0.17% | +14,844 | New |
| VCI Wealth Management LLC | 14,851 | $860.8K | 0.58% | −862−5.5% | Reduced |
| Tranquilli Financial Advisor LLC | 14,916 | $864.5K | 0.58% | +2,321+18.4% | Added |
| Anchor Investment Management, LLC | 14,936 | $865.7K | 0.09% | −45−0.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 14,968 | $867.5K | 0.52% | 00.0% | Unchanged |
| Financial Advisory Corp | 15,010 | $870.0K | 0.36% | −762−4.8% | Reduced |
| Lebenthal Global Advisors, LLC | 15,027 | $871.0K | 0.19% | −3,100−17.1% | Reduced |
| Alterna Wealth Management, Inc | 15,028 | $871.0K | 0.87% | +3,809+34.0% | Added |
| Ameritas Advisory Services, LLC | 14,778 | $871.1K | 0.04% | +3,614+32.4% | Added |
| Providence Wealth Advisors, LLC | 15,179 | $872.6K | 0.74% | −1,802−10.6% | Reduced |
| Pacific Center for Financial Services | 15,095 | $874.9K | 0.25% | −6,726−30.8% | Reduced |
| Hutner Capital Management Inc | 15,127 | $876.8K | 0.48% | +10.0% | Added |
| IVC Wealth Advisors LLC | 15,190 | $880.4K | 0.51% | +50+0.3% | Added |
| Financial Counselors Inc | 15,196 | $880.8K | 0.01% | +1,535+11.2% | Added |
| MV Capital Management, Inc. | 15,303 | $887.0K | 0.10% | +1,107+7.8% | Added |
| Waldron Private Wealth LLC | 15,307 | $887.2K | 0.04% | +294+2.0% | Added |
| Gilbert & Cook, Inc. | 15,337 | $888.9K | 0.12% | +11+0.1% | Added |
| Hilltop National Bank | 15,452 | $895.6K | 0.30% | +15,452 | New |
| Financial Network Wealth Advisors LLC | 15,453 | $895.7K | 0.89% | −593−3.7% | Reduced |
| Avion Wealth | 15,472 | $897.0K | 0.24% | −1,777−10.3% | Reduced |
| Relative Value Partners Group, LLC | 17,993 | $902.9K | 0.06% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 15,596 | $903.9K | 0.21% | −706−4.3% | Reduced |
| Circle Wealth Management, LLC | 15,602 | $904.3K | 0.02% | +106+0.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 15,618 | $905.2K | 0.03% | −1,494−8.7% | Reduced |
| Abbrea Capital, LLC | 15,628 | $906.0K | 0.12% | +1,210+8.4% | Added |
| Tobam | 15,670 | $908.0K | 0.08% | −677−4.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,678 | $908.7K | 0.16% | +150+1.0% | Added |
| Hartline Investment Corp | 15,678 | $908.7K | 0.16% | +15,678 | New |
| Edge Capital Group, LLC | 15,679 | $908.7K | 0.05% | +294+1.9% | Added |
| Graypoint LLC | 15,693 | $909.6K | 0.07% | +689+4.6% | Added |
| Highlander Capital Management, LLC | 15,698 | $909.9K | 0.31% | +730+4.9% | Added |
| Ironwood Investment Counsel, LLC | 15,711 | $910.7K | 0.16% | −8,341−34.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 15,719 | $911.1K | 0.42% | +3,466+28.3% | Added |
| Hartford Funds Management Co LLC | 15,739 | $912.2K | 0.09% | +2,030+14.8% | Added |
| Peoples Financial Services Corp. | 15,811 | $916.2K | 0.40% | −703−4.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,832 | $917.3K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 14,978 | $917.9K | 0.14% | −18,392−55.1% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $918.5K | 0.49% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15,850 | $918.7K | 0.07% | +900+6.0% | Added |
| Boit C F David | 15,519 | $923.7K | 0.50% | −3,844−19.9% | Reduced |
| AMG National Trust Bank | 15,963 | $925.2K | 0.03% | +160+1.0% | Added |
| Essex Savings Bank | 18,835 | $927.1K | 0.27% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 15,995 | $927.1K | 0.21% | −250−1.5% | Reduced |
| Cascade Investment Advisors, Inc. | 16,000 | $927.4K | 0.60% | −600−3.6% | Reduced |
| Commerzbank Aktiengesellschaft | 16,012 | $928.0K | 0.03% | +4,187+35.4% | Added |
| NFP Retirement, Inc. | 16,028 | $929.0K | 0.08% | +11,755+275.1% | Added |
| Hexagon Capital Partners LLC | 16,080 | $932.0K | 0.21% | −2,875−15.2% | Reduced |
| Studio Investment Management LLC | 16,085 | $932.3K | 0.22% | −1,229−7.1% | Reduced |
| Sather Financial Group Inc | 16,109 | $933.7K | 0.07% | −742,374−97.9% | Reduced |
| Pure Financial Advisors, Inc. | 16,115 | $934.0K | 0.03% | −1,278−7.3% | Reduced |
| Nomura Holdings Inc | 16,160 | $936.6K | 0.01% | −69,502−81.1% | Reduced |
| Lantz Financial LLC | 16,241 | $941.3K | 0.30% | −229−1.4% | Reduced |
| Heartland Bank & Trust Co | 16,280 | $943.6K | 0.55% | −62−0.4% | Reduced |
| Lipe & Dalton | 16,300 | $945.0K | 0.49% | −1,000−5.8% | Reduced |
| JFS Wealth Advisors, LLC | 16,318 | $945.8K | 0.08% | +34+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,379 | $949.3K | 0.14% | −16,766−50.6% | Reduced |
| Perennial Advisors, LLC | 16,381 | $949.4K | 0.22% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 16,422 | $951.8K | 0.02% | −99,900−85.9% | Reduced |
| 1st Source Bank | 16,471 | $954.7K | 0.06% | −1,100−6.3% | Reduced |
| Harvest Fund Management Co., Ltd | 16,566 | $960.0K | 0.09% | +11,515+228.0% | Added |
| AdvisorNet Financial, Inc | 16,580 | $960.9K | 0.09% | −895−5.1% | Reduced |
| Nicolet Bankshares Inc | 16,581 | $961.0K | 0.24% | +663+4.2% | Added |
| Marcum Wealth, LLC | 16,594 | $961.8K | 0.10% | −284−1.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,650 | $965.0K | 0.02% | +250+1.5% | Added |
| Boltwood Capital Management | 16,700 | $967.9K | 0.30% | 00.0% | Unchanged |
| Dakota Wealth Management | 16,729 | $969.6K | 0.02% | +2,143+14.7% | Added |