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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 16,782 | $972.7K | 0.09% | +7,472+80.3% | Added |
| LMCG Investments, LLC | 16,817 | $974.7K | 0.06% | −435−2.5% | Reduced |
| Fragasso Group Inc. | 16,842 | $976.2K | 0.08% | −157−0.9% | Reduced |
| Sittner & Nelson, LLC | 16,851 | $976.7K | 0.49% | −270−1.6% | Reduced |
| Intrinsic Value Partners, LLC | 16,875 | $978.1K | 1.04% | −440−2.5% | Reduced |
| Breakwater Capital Group | 16,906 | $979.9K | 0.25% | +1,454+9.4% | Added |
| GM Advisory Group, Inc. | 16,924 | $980.9K | 0.07% | +147+0.9% | Added |
| Garrison Point Advisors, LLC | 17,026 | $986.8K | 0.63% | +300+1.8% | Added |
| Cary Street Partner Investment Advisory LLC | 17,028 | $986.9K | 0.04% | −59−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 17,032 | $987.2K | 0.12% | −14,792−46.5% | Reduced |
| Keystone Financial Services | 17,119 | $992.2K | 0.43% | +1,010+6.3% | Added |
| Ramiah Investment Group | 17,142 | $993.5K | 0.93% | −778−4.3% | Reduced |
| V-Square Quantitative Management LLC | 17,295 | $1.00M | 0.17% | 00.0% | Unchanged |
| Knuff & Co LLC | 17,304 | $1.00M | 0.34% | +4,000+30.1% | Added |
| Diligent Investors, LLC | 17,339 | $1.00M | 0.25% | −604−3.4% | Reduced |
| Greatmark Investment Partners, Inc. | 17,473 | $1.01M | 0.14% | −249−1.4% | Reduced |
| Wallace Advisory Group, LLC | 20,585 | $1.01M | 0.76% | −12−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 17,498 | $1.01M | 0.03% | +4,628+36.0% | Added |
| Salem Investment Counselors Inc | 17,523 | $1.02M | 0.03% | −3,389−16.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,569 | $1.02M | 0.02% | −1,798−9.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 17,612 | $1.02M | 0.02% | +2,042+13.1% | Added |
| Steel Peak Wealth Management LLC | 17,614 | $1.02M | 0.05% | −67,622−79.3% | Reduced |
| Summit Financial Group Inc | 17,635 | $1.02M | 0.36% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 17,652 | $1.02M | 0.05% | −134,067−88.4% | Reduced |
| Personal Cfo Solutions, LLC | 17,697 | $1.03M | 0.16% | −2,691−13.2% | Reduced |
| Wharton Business Group, LLC | 17,700 | $1.03M | 0.05% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 17,750 | $1.03M | 0.17% | −8,717−32.9% | Reduced |
| StoneX Group Inc. | 17,756 | $1.03M | 0.09% | +6,279+54.7% | Added |
| Exencial Wealth Advisors, LLC | 17,768 | $1.03M | 0.04% | +8,296+87.6% | Added |
| Mirabella Financial Services LLP | 17,770 | $1.03M | 0.08% | +17,770 | New |
| Cornerstone Wealth Management, LLC | 17,828 | $1.03M | 0.08% | −105−0.6% | Reduced |
| Equitable Trust Co | 17,875 | $1.04M | 0.07% | −581−3.1% | Reduced |
| Financial Partners Group, LLC | 17,932 | $1.04M | 0.40% | −487−2.6% | Reduced |
| Jacobi Capital Management LLC | 17,954 | $1.04M | 0.10% | +4,517+33.6% | Added |
| WP Advisors, LLC | 17,995 | $1.04M | 0.34% | +112+0.6% | Added |
| Barbara Oil Co. | 18,000 | $1.04M | 0.44% | 00.0% | Unchanged |
| Caldwell Trust Co | 18,023 | $1.04M | 0.12% | −500−2.7% | Reduced |
| Regents of the University of California | 18,106 | $1.05M | 0.31% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 18,113 | $1.05M | 0.10% | +500+2.8% | Added |
| Stewart & Patten Co LLC | 18,170 | $1.05M | 0.16% | −350−1.9% | Reduced |
| LifePlan Financial, LLC | 18,252 | $1.06M | 0.97% | −1,843−9.2% | Reduced |
| RNC Capital Management LLC | 18,264 | $1.06M | 0.06% | −3,391−15.7% | Reduced |
| Wolverine Trading, LLC | 18,317 | $1.06M | 0.01% | −382,924−95.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,319 | $1.06M | 0.58% | −18,403−50.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 18,328 | $1.06M | 0.05% | +3,334+22.2% | Added |
| Lodestar Private Asset Management LLC | 18,355 | $1.06M | 0.15% | +891+5.1% | Added |
| Atomi Financial Group, Inc. | 18,376 | $1.07M | 0.10% | +4,518+32.6% | Added |
| Fidelis Capital Partners, LLC | 18,390 | $1.07M | 0.16% | −5,209−22.1% | Reduced |
| Quilter Plc | 18,413 | $1.07M | 0.03% | −222−1.2% | Reduced |
| Adviser Investments LLC | 18,429 | $1.07M | 0.01% | −305,589−94.3% | Reduced |
| GeoWealth Management, LLC | 18,429 | $1.07M | 0.04% | +7,926+75.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,518 | $1.07M | 0.62% | −274−1.5% | Reduced |
| One Wealth Advisors, LLC | 18,586 | $1.08M | 0.19% | +5,481+41.8% | Added |
| Arete Wealth Advisors, LLC | 18,593 | $1.08M | 0.10% | −1,846−9.0% | Reduced |
| BLB&B Advisors, LLC | 18,593 | $1.08M | 0.06% | −337−1.8% | Reduced |
| Belpointe Asset Management LLC | 18,625 | $1.08M | 0.08% | +5,923+46.6% | Added |
| Ancora Advisors, LLC | 18,628 | $1.08M | 0.02% | −10,118−35.2% | Reduced |
| First National Trust Co | 18,630 | $1.08M | 0.04% | +397+2.2% | Added |
| Johnson Investment Counsel Inc | 18,651 | $1.08M | 0.01% | −79−0.4% | Reduced |
| Becker Capital Management Inc | 18,675 | $1.08M | 0.04% | +3,237+21.0% | Added |
| EverSource Wealth Advisors, LLC | 18,322 | $1.09M | 0.09% | −395−2.1% | Reduced |
| Syon Capital LLC | 18,770 | $1.09M | 0.10% | +755+4.2% | Added |
| Sentry LLC | 18,784 | $1.09M | 0.21% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 18,827 | $1.09M | 0.02% | −60,635−76.3% | Reduced |
| Alps Advisors Inc | 18,854 | $1.09M | 0.01% | −7,828−29.3% | Reduced |
| Symmetry Partners, LLC | 18,870 | $1.09M | 0.09% | 00.0% | Unchanged |
| AlTi Global, Inc. | 18,876 | $1.09M | 0.03% | +12,171+181.5% | Added |
| Annandale Capital, LLC | 18,908 | $1.10M | 0.25% | +70.0% | Added |
| L2 Asset Management, LLC | 18,984 | $1.10M | 0.36% | +4,960+35.4% | Added |
| Investors Research Corp | 19,013 | $1.10M | 0.26% | −425−2.2% | Reduced |
| Principle Wealth Partners LLC | 19,081 | $1.11M | 0.09% | +1,303+7.3% | Added |
| Mengis Capital Management, Inc. | 19,135 | $1.11M | 0.17% | +7,851+69.6% | Added |
| Busey Wealth Management | 19,151 | $1.11M | 0.04% | −502−2.6% | Reduced |
| Capital Investment Advisory Services, LLC | 19,151 | $1.11M | 0.12% | −1,267−6.2% | Reduced |
| American State Bank (Iowa) | 19,204 | $1.11M | 0.75% | −1,793−8.5% | Reduced |
| DMG Group, LLC | 19,273 | $1.12M | 0.97% | +1,007+5.5% | Added |
| Eisler Capital (UK) Ltd. | 19,317 | $1.12M | 0.14% | −110,898−85.2% | Reduced |
| Telos Capital Management, Inc. | 19,391 | $1.12M | 0.13% | −1,000−4.9% | Reduced |
| Brookstone Capital Management | 19,476 | $1.13M | 0.02% | +1,263+6.9% | Added |
| Cito Capital Group, LLC | 19,503 | $1.13M | 0.46% | 00.0% | Unchanged |
| Leonteq Securities AG | 19,582 | $1.13M | 0.15% | +6,728+52.3% | Added |
| Ransom Advisory, Ltd | 19,586 | $1.14M | 0.61% | +19,586 | New |
| JT Stratford LLC | 19,642 | $1.14M | 0.23% | +5,323+37.2% | Added |
| VELA Investment Management, LLC | 19,685 | $1.14M | 0.42% | −1,397−6.6% | Reduced |
| Chiron Capital Management, LLC | 19,713 | $1.14M | 1.04% | −10,412−34.6% | Reduced |
| Csenge Advisory Group | 19,728 | $1.14M | 0.06% | −72−0.4% | Reduced |
| Citizens Financial Group Inc | 19,730 | $1.14M | 0.04% | −650−3.2% | Reduced |
| Fox Run Management, L.L.C. | 19,758 | $1.15M | 0.25% | −12,868−39.4% | Reduced |
| CX Institutional | 19,808 | $1.15M | 0.06% | −472−2.3% | Reduced |
| LexAurum Advisors, LLC | 19,847 | $1.15M | 0.29% | −100−0.5% | Reduced |
| Castle Rock Wealth Management, LLC | 19,353 | $1.15M | 0.31% | −153−0.8% | Reduced |
| Kanawha Capital Management LLC | 19,926 | $1.15M | 0.09% | +1,738+9.6% | Added |
| Sage Rhino Capital LLC | 19,939 | $1.16M | 0.27% | −381−1.9% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 19,542 | $1.16M | 1.30% | 00.0% | Unchanged |
| Harbor Advisors LLC | 20,000 | $1.16M | 0.21% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 20,003 | $1.16M | 0.07% | +14,272+249.0% | Added |
| Investors Asset Management of Georgia Inc | 20,047 | $1.16M | 0.55% | −1,652−7.6% | Reduced |
| Private Wealth Group, LLC | 20,112 | $1.17M | 0.60% | 00.0% | Unchanged |
| XML Financial, LLC | 20,189 | $1.17M | 0.12% | −99−0.5% | Reduced |
| Lindbrook Capital, LLC | 20,198 | $1.17M | 0.11% | −305−1.5% | Reduced |