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 |
|---|---|---|---|---|---|
| London Co of Virginia | 25,087 | $1.45M | 0.01% | −26,158−51.0% | Reduced |
| Aspire Private Capital, LLC | 25,153 | $1.46M | 0.38% | +2,114+9.2% | Added |
| LJI Wealth Management, LLC | 25,159 | $1.46M | 0.38% | −561−2.2% | Reduced |
| Islay Capital Management, LLC | 25,290 | $1.47M | 1.09% | −125−0.5% | Reduced |
| Valley National Advisers Inc | 25,323 | $1.47M | 0.22% | −157−0.6% | Reduced |
| Diversified Trust Co | 25,322 | $1.47M | 0.04% | −4,675−15.6% | Reduced |
| Sterling Investment Management, Inc. | 25,337 | $1.47M | 1.04% | −482−1.9% | Reduced |
| Trinity Financial Advisors LLC | 25,433 | $1.47M | 0.66% | −1,337−5.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 25,500 | $1.48M | 0.41% | +25,500 | New |
| Holderness Investments Co | 25,505 | $1.48M | 0.36% | −103−0.4% | Reduced |
| Neville Rodie & Shaw Inc | 25,553 | $1.48M | 0.11% | −1,000−3.8% | Reduced |
| Aspiriant, LLC | 25,601 | $1.48M | 0.06% | −746−2.8% | Reduced |
| Wright Investors Service Inc | 25,815 | $1.50M | 0.38% | −644−2.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 25,971 | $1.51M | 0.14% | −2,246−8.0% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,000 | $1.51M | 0.32% | +26,000 | New |
| Brevan Howard Capital Management LP | 26,314 | $1.53M | 0.14% | −9,121−25.7% | Reduced |
| Moneta Group Investment Advisors LLC | 26,479 | $1.53M | 0.03% | +3,904+17.3% | Added |
| Chicago Partners Investment Group LLC | 25,280 | $1.54M | 0.07% | −490−1.9% | Reduced |
| Rothschild Investment LLC | 26,610 | $1.54M | 0.11% | +205+0.8% | Added |
| Thoroughbred Financial Services, LLC | 26,638 | $1.54M | 0.15% | −14,627−35.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 26,623 | $1.54M | 0.51% | −2,200−7.6% | Reduced |
| Main Street Research LLC | 26,644 | $1.54M | 0.10% | +6,286+30.9% | Added |
| Fiduciary Group LLC | 26,793 | $1.55M | 0.17% | +59+0.2% | Added |
| Citizens National Bank Trust Department | 26,827 | $1.55M | 0.36% | +582+2.2% | Added |
| Verdence Capital Advisors LLC | 26,835 | $1.56M | 0.14% | +8,901+49.6% | Added |
| Resources Management Corp | 26,975 | $1.56M | 0.23% | −2,200−7.5% | Reduced |
| Schechter Investment Advisors, LLC | 26,987 | $1.56M | 0.12% | −3,993−12.9% | Reduced |
| National Philanthropic Trust | 27,115 | $1.57M | 0.03% | −811−2.9% | Reduced |
| Northside Capital Management, LLC | 27,127 | $1.57M | 0.28% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 27,200 | $1.58M | 0.50% | −6,800−20.0% | Reduced |
| BKD Wealth Advisors, LLC | 27,222 | $1.58M | 0.04% | +16,515+154.2% | Added |
| Everett Harris & Co | 27,229 | $1.58M | 0.02% | −710−2.5% | Reduced |
| Evergreen Capital Management LLC | 27,240 | $1.58M | 0.06% | −1,558−5.4% | Reduced |
| Inceptionr LLC | 27,249 | $1.58M | 0.41% | +27,249 | New |
| Harbour Investments, Inc. | 27,276 | $1.58M | 0.06% | +383+1.4% | Added |
| Jeppson Wealth Management, LLC | 27,317 | $1.58M | 0.61% | −400−1.4% | Reduced |
| Cinctive Capital Management LP | 27,352 | $1.59M | 0.08% | +27,352 | New |
| Chemistry Wealth Management LLC | 27,370 | $1.59M | 0.43% | −454−1.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 27,491 | $1.59M | 0.08% | −2,513−8.4% | Reduced |
| Eos Management, L.P. | 27,500 | $1.59M | 0.66% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 27,506 | $1.59M | 0.02% | +2,202+8.7% | Added |
| Argent Advisors, Inc. | 27,639 | $1.60M | 0.63% | +1,225+4.6% | Added |
| Kerrisdale Advisers, LLC | 27,696 | $1.61M | 0.50% | −44,925−61.9% | Reduced |
| Marco Investment Management LLC | 27,701 | $1.61M | 0.15% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 27,878 | $1.62M | 2.17% | −6,131−18.0% | Reduced |
| Strategic Planning Group, LLC | 28,025 | $1.62M | 0.41% | +2,481+9.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 28,112 | $1.63M | 0.03% | +1,251+4.7% | Added |
| N.E.W. Advisory Services LLC | 28,200 | $1.63M | 0.18% | +125+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 28,328 | $1.64M | 0.05% | +2,846+11.2% | Added |
| Hoylecohen, LLC | 28,471 | $1.65M | 0.13% | +20.0% | Added |
| David Loasby | 28,861 | $1.66M | 0.17% | +1,879+7.0% | Added |
| Tradition Wealth Management, LLC | 28,817 | $1.67M | 0.17% | −112−0.4% | Reduced |
| Meridian Investment Counsel Inc. | 28,892 | $1.67M | 0.56% | −741−2.5% | Reduced |
| Foundations Investment Advisors, LLC | 29,046 | $1.68M | 0.04% | −1,361−4.5% | Reduced |
| Silvercrest Asset Management Group LLC | 29,090 | $1.69M | 0.01% | +5,604+23.9% | Added |
| Dynasty Wealth Management, LLC | 29,316 | $1.70M | 0.05% | +29,316 | New |
| Vista Investment Management | 29,404 | $1.70M | 0.69% | −1,529−4.9% | Reduced |
| CWA Asset Management Group, LLC | 29,438 | $1.71M | 0.10% | +23,641+407.8% | Added |
| NVWM, LLC | 29,522 | $1.71M | 0.47% | −496−1.7% | Reduced |
| Capital Fund Management S.A. | 29,551 | $1.71M | 0.02% | −252,846−89.5% | Reduced |
| Shelton Wealth Management, LLC | 29,567 | $1.71M | 1.08% | +23+0.1% | Added |
| Pacifica Partners Inc. | 30,508 | $1.73M | 0.77% | −210−0.7% | Reduced |
| Greenwood Capital Associates LLC | 29,852 | $1.73M | 0.23% | −1,603−5.1% | Reduced |
| MYDA Advisors LLC | 30,000 | $1.74M | 0.61% | +30,000 | New |
| Mystic Asset Management, Inc. | 30,057 | $1.74M | 0.72% | −1,090−3.5% | Reduced |
| Scott & Selber, Inc. | 30,069 | $1.74M | 0.59% | +70+0.2% | Added |
| Sendero Wealth Management, LLC | 30,105 | $1.74M | 0.30% | −62,649−67.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 30,130 | $1.75M | 0.04% | −781−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 30,154 | $1.75M | 0.09% | −1,136−3.6% | Reduced |
| Founders Financial Securities LLC | 30,295 | $1.76M | 0.18% | −428−1.4% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $1.76M | 0.11% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 30,448 | $1.76M | 0.08% | +10,149+50.0% | Added |
| Jones Financial Companies LLLP | 30,466 | $1.77M | 0.00% | +15,580+104.7% | Added |
| Conning Inc. | 30,471 | $1.77M | 0.06% | −740−2.4% | Reduced |
| Rehmann Capital Advisory Group | 30,501 | $1.77M | 0.13% | +904+3.1% | Added |
| Integrated Advisors Network LLC | 30,736 | $1.78M | 0.09% | +2,565+9.1% | Added |
| Grimes & Company, Inc. | 30,867 | $1.79M | 0.05% | −283−0.9% | Reduced |
| Teza Capital Management LLC | 31,001 | $1.80M | 0.24% | −32,094−50.9% | Reduced |
| We Are One Seven, LLC | 31,122 | $1.80M | 0.09% | −4,305−12.2% | Reduced |
| Dynamic Advisor Solutions LLC | 31,181 | $1.81M | 0.06% | −12,425−28.5% | Reduced |
| Massachusetts Wealth Management | 31,577 | $1.83M | 1.29% | +550+1.8% | Added |
| Wrapmanager Inc | 31,579 | $1.83M | 0.51% | +5,831+22.6% | Added |
| Granite Investment Partners, LLC | 31,587 | $1.83M | 0.07% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 31,695 | $1.84M | 0.59% | −902−2.8% | Reduced |
| SYSTM Wealth Solutions LLC | 31,733 | $1.84M | 0.23% | −918−2.8% | Reduced |
| Jump Financial, LLC | 31,852 | $1.85M | 0.05% | −36,039−53.1% | Reduced |
| Smith Shellnut Wilson LLC | 31,856 | $1.85M | 0.98% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 31,924 | $1.85M | 0.05% | +125+0.4% | Added |
| Parallel Advisors, LLC | 31,993 | $1.85M | 0.05% | +2,059+6.9% | Added |
| Boothbay Fund Management, LLC | 32,024 | $1.86M | 0.05% | +15,861+98.1% | Added |
| AF Advisors, Inc. | 32,040 | $1.86M | 0.40% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 32,068 | $1.86M | 0.92% | +148+0.5% | Added |
| Applied Capital LLC | 32,134 | $1.86M | 1.52% | +32+0.1% | Added |
| Cullinan Associates Inc | 32,145 | $1.86M | 0.10% | −300−0.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.87M | 0.58% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 32,600 | $1.89M | 1.04% | −31,125−48.8% | Reduced |
| Diversify Advisory Services, LLC | 32,864 | $1.89M | 0.11% | +32,864 | New |
| Bennett Selby Investments LP | 32,768 | $1.90M | 0.89% | −1,083−3.2% | Reduced |
| Norden Group LLC | 32,903 | $1.91M | 0.39% | +6,560+24.9% | Added |
| AlphaStar Capital Management, LLC | 33,220 | $1.93M | 0.20% | +6,529+24.5% | Added |