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
- 2,204
- +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
- 971 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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 20,221 | $1.17M | 0.28% | +522+2.6% | Added |
| Prudent Man Advisors, LLC | 20,255 | $1.17M | 0.44% | −1,606−7.3% | Reduced |
| Northern Oak Wealth Management Inc | 20,306 | $1.18M | 0.14% | +1,963+10.7% | Added |
| Skopos Labs, Inc. | 20,442 | $1.18M | 0.51% | −507−2.4% | Reduced |
| Essex Financial Services, Inc. | 20,390 | $1.18M | 0.11% | +1,771+9.5% | Added |
| Mutual Advisors, LLC | 20,431 | $1.18M | 0.04% | +3,594+21.3% | Added |
| Miracle Mile Advisors, LLC | 20,454 | $1.19M | 0.03% | +235+1.2% | Added |
| Apella Capital, LLC | 20,608 | $1.19M | 0.06% | +160+0.8% | Added |
| HBK Sorce Advisory LLC | 20,483 | $1.19M | 0.04% | −58−0.3% | Reduced |
| Sepio Capital, LP | 20,527 | $1.19M | 0.10% | −845−4.0% | Reduced |
| Courier Capital LLC | 20,541 | $1.19M | 0.09% | −748−3.5% | Reduced |
| London & Capital Asset Management Ltd | 20,556 | $1.19M | 0.09% | +89+0.4% | Added |
| Excalibur Management Corp | 20,571 | $1.19M | 0.50% | +80+0.4% | Added |
| Papp L Roy & Associates | 20,633 | $1.20M | 0.14% | +15,066+270.6% | Added |
| First Bank & Trust | 20,732 | $1.20M | 0.25% | −3,230−13.5% | Reduced |
| Fort Sheridan Advisors LLC | 20,745 | $1.20M | 0.23% | −9,040−30.4% | Reduced |
| Sentry Investment Management LLC | 20,840 | $1.21M | 0.47% | +6,287+43.2% | Added |
| IHT Wealth Management, LLC | 20,846 | $1.21M | 0.05% | +1,397+7.2% | Added |
| Kennedy Investment Group | 20,905 | $1.21M | 0.65% | −11−0.1% | Reduced |
| Lazari Capital Management, Inc. | 20,938 | $1.21M | 0.66% | −1,866−8.2% | Reduced |
| BBR Partners, LLC | 20,975 | $1.22M | 0.10% | +9,310+79.8% | Added |
| Affinity Investment Advisors, LLC | 20,992 | $1.22M | 0.89% | −859−3.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 21,000 | $1.22M | 0.20% | +2,590+14.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 21,102 | $1.22M | 0.14% | −406−1.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 21,230 | $1.23M | 0.04% | −672−3.1% | Reduced |
| Seneca Financial Advisors LLC | 21,273 | $1.23M | 0.66% | 00.0% | Unchanged |
| Spire Wealth Management | 21,373 | $1.24M | 0.03% | +1,248+6.2% | Added |
| Aptus Capital Advisors, LLC | 21,533 | $1.25M | 0.03% | +5,043+30.6% | Added |
| Independent Financial Group, LLC | 21,535 | $1.25M | 0.06% | −1,262−5.5% | Reduced |
| Retireful, LLC | 21,623 | $1.25M | 0.52% | +21,623 | New |
| Wealthspire Advisors, LLC | 21,629 | $1.25M | 0.02% | −19,181−47.0% | Reduced |
| Unique Wealth Strategies, LLC | 21,712 | $1.26M | 0.62% | +3,055+16.4% | Added |
| Massmutual Trust Co FSB | 21,756 | $1.26M | 0.04% | +266+1.2% | Added |
| Clarius Group, LLC | 21,759 | $1.26M | 0.09% | −3,140−12.6% | Reduced |
| Sawyer & Company, Inc | 21,775 | $1.26M | 0.50% | −335−1.5% | Reduced |
| Foresight Global Investors, Inc. | 21,820 | $1.26M | 0.62% | +2,800+14.7% | Added |
| Ruffer LLP | 22,000 | $1.27M | 0.05% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 21,996 | $1.27M | 0.11% | +137+0.6% | Added |
| BNP Paribas | 22,000 | $1.28M | 0.06% | +22,000 | New |
| Wunderlich Capital Managemnt | 22,046 | $1.28M | 0.58% | −968−4.2% | Reduced |
| Jarislowsky, Fraser Ltd | 22,070 | $1.28M | 0.01% | −8,560−27.9% | Reduced |
| Cetera Trust Company, N.A | 22,078 | $1.28M | 0.77% | −200−0.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 22,103 | $1.28M | 0.32% | −902−3.9% | Reduced |
| Private Trust Co NA | 22,164 | $1.28M | 0.14% | −254−1.1% | Reduced |
| Louisbourg Investments Inc. | 29,244 | $1.29M | 0.36% | −78−0.3% | Reduced |
| Soltis Investment Advisors LLC | 22,253 | $1.29M | 0.14% | −343−1.5% | Reduced |
| Martin & Co Inc | 22,304 | $1.29M | 0.32% | −786−3.4% | Reduced |
| One Capital Management, LLC | 22,378 | $1.30M | 0.05% | −13,890−38.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 22,396 | $1.30M | 0.10% | −1,278−5.4% | Reduced |
| Citadel Investment Advisory, Inc. | 22,436 | $1.30M | 0.73% | −2,250−9.1% | Reduced |
| Westmount Partners, LLC | 22,475 | $1.30M | 0.47% | +112+0.5% | Added |
| Pflug Koory, LLC | 22,554 | $1.31M | 0.64% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 22,636 | $1.31M | 0.00% | +1,736+8.3% | Added |
| Murphy Pohlad Asset Management LLC | 22,670 | $1.31M | 0.51% | −1,200−5.0% | Reduced |
| Great Lakes Retirement, Inc. | 22,683 | $1.31M | 0.19% | −92−0.4% | Reduced |
| Sunbelt Securities, Inc. | 22,695 | $1.32M | 0.15% | −763−3.3% | Reduced |
| Buffington Mohr McNeal | 22,783 | $1.32M | 0.24% | −1,500−6.2% | Reduced |
| Drive Wealth Management, LLC | 22,786 | $1.32M | 0.37% | −993−4.2% | Reduced |
| Baker Avenue Asset Management, LP | 22,836 | $1.32M | 0.05% | −4,296−15.8% | Reduced |
| Davidson Trust Co | 22,885 | $1.33M | 0.77% | −900−3.8% | Reduced |
| Duality Advisers, LP | 22,927 | $1.33M | 0.13% | −83,350−78.4% | Reduced |
| Group One Trading, L.P. | 22,932 | $1.33M | 0.05% | −588,139−96.2% | Reduced |
| GTS Securities LLC | 22,954 | $1.33M | 0.04% | −129,514−84.9% | Reduced |
| Rossmore Private Capital | 22,975 | $1.33M | 0.17% | +501+2.2% | Added |
| Washington Trust Co | 23,143 | $1.34M | 0.05% | +14+0.1% | Added |
| Delap Wealth Advisory, LLC | 23,218 | $1.35M | 0.54% | −14,196−37.9% | Reduced |
| Sherbrooke Park Advisers LLC | 23,265 | $1.35M | 0.26% | +13,331+134.2% | Added |
| Argus Investors' Counsel, Inc. | 23,286 | $1.35M | 0.83% | −92−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 23,333 | $1.35M | 0.02% | −1,223−5.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 23,373 | $1.35M | 0.49% | +3,084+15.2% | Added |
| Great Valley Advisor Group, Inc. | 23,437 | $1.36M | 0.04% | +822+3.6% | Added |
| Fulton Bank, N.A. | 23,485 | $1.36M | 0.06% | +687+3.0% | Added |
| Degroof Petercam Asset Management | 23,500 | $1.36M | 0.02% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 23,526 | $1.36M | 0.76% | +162+0.7% | Added |
| NBC Securities, Inc. | 23,592 | $1.37M | 0.13% | −452−1.9% | Reduced |
| Sweeney & Michel, LLC | 22,166 | $1.37M | 0.61% | +22,166 | New |
| Laurel Wealth Advisors LLC | 23,727 | $1.38M | 0.24% | +423+1.8% | Added |
| Trust Co of Toledo NA | 23,740 | $1.38M | 0.22% | −1,845−7.2% | Reduced |
| FDx Advisors, Inc. | 23,805 | $1.38M | 0.21% | −47,899−66.8% | Reduced |
| Balentine LLC | 23,855 | $1.38M | 0.04% | +4,068+20.6% | Added |
| ASB Consultores, LLC | 23,901 | $1.39M | 0.36% | +23,901 | New |
| Insight Advisors, LLC | 23,922 | $1.39M | 0.27% | +75+0.3% | Added |
| RIA Advisory Group LLC | 23,930 | $1.39M | 0.56% | +23,930 | New |
| Mountain Pacific Investment Advisers Inc | 23,943 | $1.39M | 0.08% | −3,000−11.1% | Reduced |
| Pinnacle Bancorp, Inc. | 24,036 | $1.39M | 0.41% | −104−0.4% | Reduced |
| Leavell Investment Management, Inc. | 24,079 | $1.40M | 0.08% | +490+2.1% | Added |
| Modera Wealth Management, LLC | 24,237 | $1.40M | 0.02% | +356+1.5% | Added |
| Thomasville National Bank | 24,256 | $1.41M | 0.12% | −1,038−4.1% | Reduced |
| PCJ Investment Counsel Ltd. | 24,360 | $1.41M | 0.47% | −640−2.6% | Reduced |
| First Horizon Advisors, Inc. | 24,475 | $1.42M | 0.04% | +748+3.2% | Added |
| GHP Investment Advisors, Inc. | 24,488 | $1.42M | 0.07% | +571+2.4% | Added |
| Congress Wealth Management LLC | 24,512 | $1.42M | 0.02% | +1,796+7.9% | Added |
| Coastal Investment Advisors, Inc. | 24,515 | $1.42M | 0.29% | −1,340−5.2% | Reduced |
| OneAscent Financial Services LLC | 24,549 | $1.42M | 0.16% | −497−2.0% | Reduced |
| First Financial Bank - Trust Division | 24,564 | $1.42M | 0.14% | −328−1.3% | Reduced |
| Cadinha & Co LLC | 24,572 | $1.42M | 0.24% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 24,585 | $1.42M | 0.16% | −1,122−4.4% | Reduced |
| Tealwood Asset Management Inc | 24,730 | $1.43M | 0.65% | 00.0% | Unchanged |
| GAMMA Investing LLC | 24,741 | $1.43M | 0.29% | +4,216+20.5% | Added |
| Lake Street Advisors Group, LLC | 24,921 | $1.44M | 0.07% | +2,827+12.8% | Added |