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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 33,230 | $1.93M | 0.00% | −177,897−84.3% | Reduced |
| Silvant Capital Management LLC | 33,230 | $1.93M | 0.09% | +1,410+4.4% | Added |
| Carret Asset Management, LLC | 33,397 | $1.94M | 0.23% | −875−2.6% | Reduced |
| Concurrent Investment Advisors, LLC | 33,525 | $1.94M | 0.08% | +1,435+4.5% | Added |
| Duff & Phelps Investment Management Co | 33,566 | $1.95M | 0.02% | +1,470+4.6% | Added |
| Auxier Asset Management | 33,752 | $1.96M | 0.30% | −950−2.7% | Reduced |
| Country Club Bank | 33,822 | $1.96M | 0.14% | −204−0.6% | Reduced |
| Iams Wealth Management, LLC | 36,098 | $1.98M | 1.21% | −2,733−7.0% | Reduced |
| Miller Investment Management, LP | 34,082 | $1.98M | 0.25% | 00.0% | Unchanged |
| Ethic Inc. | 34,093 | $1.98M | 0.05% | +1,486+4.6% | Added |
| Voya Financial Advisors, Inc. | 34,515 | $1.99M | 0.23% | +4,267+14.1% | Added |
| Pearl River Capital, LLC | 34,367 | $1.99M | 0.31% | +19,532+131.7% | Added |
| Grey Street Capital, LLC | 34,513 | $2.00M | 0.27% | +25,551+285.1% | Added |
| Johnson Financial Group, Inc. | 34,578 | $2.00M | 0.11% | −3,764−9.8% | Reduced |
| American Money Management, LLC | 34,626 | $2.01M | 0.42% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 34,680 | $2.01M | 0.08% | −5,122−12.9% | Reduced |
| Peak Asset Management, LLC | 34,879 | $2.02M | 0.40% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 35,034 | $2.03M | 0.11% | +292+0.8% | Added |
| Moody National Bank Trust Division | 35,175 | $2.04M | 0.16% | +356+1.0% | Added |
| Marotta Asset Management | 35,181 | $2.04M | 0.42% | 00.0% | Unchanged |
| Ascent Group, LLC | 35,587 | $2.06M | 0.18% | +26,591+295.6% | Added |
| Oarsman Capital, Inc. | 35,771 | $2.07M | 0.50% | −3,518−9.0% | Reduced |
| Portfolio Design Labs, LLC | 35,776 | $2.07M | 0.70% | +35,776 | New |
| Ballentine Partners, LLC | 35,785 | $2.07M | 0.04% | +1,835+5.4% | Added |
| Hyman Charles D | 35,801 | $2.08M | 0.11% | −2,099−5.5% | Reduced |
| Keystone Wealth Services, LLC | 36,076 | $2.09M | 0.68% | −109−0.3% | Reduced |
| Azimuth Capital Investment Management LLC | 36,558 | $2.12M | 0.09% | −200−0.5% | Reduced |
| Vista Wealth Management Group, LLC | 36,616 | $2.12M | 0.16% | +13,763+60.2% | Added |
| Quadrant Capital Group LLC | 36,738 | $2.13M | 0.17% | −4,530−11.0% | Reduced |
| Atom Investors LP | 36,831 | $2.13M | 0.27% | +15,906+76.0% | Added |
| Marks Group Wealth Management, Inc | 36,893 | $2.14M | 0.22% | −3,859−9.5% | Reduced |
| Vident Advisory, LLC | 36,947 | $2.14M | 0.04% | +5,071+15.9% | Added |
| First Citizens Bank & Trust Co | 37,113 | $2.15M | 0.04% | +12,809+52.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,177 | $2.15M | 0.36% | +93+0.3% | Added |
| Shell Asset Management Co | 36,470 | $2.17M | 0.10% | +10,374+39.8% | Added |
| Yarbrough Capital, LLC | 37,485 | $2.17M | 0.09% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 37,517 | $2.17M | 0.62% | −35−0.1% | Reduced |
| Aspen Grove Capital, LLC | 37,627 | $2.18M | 0.62% | −19,240−33.8% | Reduced |
| Evercore Wealth Management, LLC | 37,848 | $2.19M | 0.03% | −128−0.3% | Reduced |
| Crestwood Advisors Group LLC | 37,899 | $2.20M | 0.05% | +143+0.4% | Added |
| Stableford Capital II LLC | 37,951 | $2.20M | 0.88% | −10,075−21.0% | Reduced |
| Venture Visionary Partners LLC | 37,998 | $2.20M | 0.10% | +2,307+6.5% | Added |
| Pictet Bank & Trust Ltd | 38,015 | $2.20M | 2.32% | −5,149−11.9% | Reduced |
| Cigna Investments Inc | 38,211 | $2.21M | 0.42% | −870−2.2% | Reduced |
| Schnieders Capital Management LLC | 38,554 | $2.23M | 0.46% | −2,530−6.2% | Reduced |
| Cunning Capital Partners, LP | 38,675 | $2.24M | 1.24% | 00.0% | Unchanged |
| Heartland Advisors Inc | 38,864 | $2.25M | 0.12% | +239+0.6% | Added |
| Stonegate Investment Group, LLC | 38,925 | $2.26M | 0.07% | +1,911+5.2% | Added |
| St. Louis Financial Planners Asset Management, LLC | 39,567 | $2.26M | 2.03% | −6,113−13.4% | Reduced |
| HF Advisory Group, LLC | 39,203 | $2.27M | 1.27% | +5,110+15.0% | Added |
| Engineers Gate Manager LP | 39,313 | $2.28M | 0.06% | −31,512−44.5% | Reduced |
| Cornercap Investment Counsel Inc | 39,432 | $2.29M | 0.35% | +39,432 | New |
| Pallas Capital Advisors LLC | 39,778 | $2.31M | 0.10% | +276+0.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 39,900 | $2.31M | 0.66% | −504−1.2% | Reduced |
| Buckingham Strategic Partners | 39,907 | $2.31M | 0.07% | +22,835+133.8% | Added |
| NBT Bank N A | 40,069 | $2.32M | 0.17% | −3,234−7.5% | Reduced |
| CAPROCK Group, Inc. | 40,094 | $2.32M | 0.13% | +1,643+4.3% | Added |
| Hedges Asset Management LLC | 40,100 | $2.32M | 1.63% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 40,298 | $2.34M | 0.09% | +8,293+25.9% | Added |
| Burney Co | 40,394 | $2.34M | 0.09% | −4,284−9.6% | Reduced |
| Banque Cantonale Vaudoise | 40,406 | $2.34M | 0.09% | +2,955+7.9% | Added |
| Mount Yale Investment Advisors, LLC | 40,409 | $2.34M | 0.18% | −3,491−8.0% | Reduced |
| Tower Bridge Advisors | 40,471 | $2.35M | 0.24% | −90,667−69.1% | Reduced |
| KCM Investment Advisors LLC | 40,608 | $2.35M | 0.09% | −4,474−9.9% | Reduced |
| HM Payson & Co | 40,804 | $2.37M | 0.04% | −478−1.2% | Reduced |
| Shayne & Co., LLC | 40,977 | $2.38M | 0.65% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 41,061 | $2.38M | 0.60% | −37,272−47.6% | Reduced |
| Thompson Investment Management, Inc. | 41,114 | $2.38M | 0.36% | −73,262−64.1% | Reduced |
| United Asset Strategies, Inc. | 41,180 | $2.39M | 0.24% | −992−2.4% | Reduced |
| Wynn Capital, LLC | 41,224 | $2.39M | 1.85% | −765−1.8% | Reduced |
| Smith, Salley & Associates | 41,231 | $2.39M | 0.19% | −19,239−31.8% | Reduced |
| YHB Investment Advisors, Inc. | 41,314 | $2.39M | 0.21% | −5,718−12.2% | Reduced |
| Round Hill Asset Management | 41,547 | $2.41M | 1.46% | −230−0.6% | Reduced |
| Choate Investment Advisors | 41,586 | $2.41M | 0.06% | −3,550−7.9% | Reduced |
| Naviter Wealth, LLC | 41,594 | $2.41M | 0.39% | −1,800−4.1% | Reduced |
| Geneos Wealth Management Inc. | 41,699 | $2.42M | 0.11% | +1,345+3.3% | Added |
| Advisors Asset Management, Inc. | 41,715 | $2.42M | 0.05% | +3,418+8.9% | Added |
| Pitcairn Co | 41,891 | $2.43M | 0.16% | −4,767−10.2% | Reduced |
| Centaurus Financial, Inc. | 42,131 | $2.44M | 0.17% | −2,168−4.9% | Reduced |
| Meridian Wealth Partners, LLC | 42,175 | $2.44M | 0.44% | +240+0.6% | Added |
| Alpha DNA Investment Management LLC | 42,247 | $2.45M | 1.34% | −49,453−53.9% | Reduced |
| Gs Investments, Inc. | 42,400 | $2.46M | 1.19% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 42,558 | $2.47M | 0.18% | +175+0.4% | Added |
| Xcel Wealth Management, LLC | 42,579 | $2.47M | 0.77% | −1,231−2.8% | Reduced |
| Premier Path Wealth Partners, LLC | 42,668 | $2.47M | 0.47% | +705+1.7% | Added |
| WCG Wealth Advisors LLC | 42,743 | $2.48M | 0.21% | −12,327−22.4% | Reduced |
| Brown Brothers Harriman & Co | 42,837 | $2.48M | 0.02% | −8,218−16.1% | Reduced |
| Umb Bank N A | 43,325 | $2.51M | 0.04% | −285,794−86.8% | Reduced |
| Bank of Stockton | 43,651 | $2.53M | 0.78% | −90−0.2% | Reduced |
| Insigneo Advisory Services, LLC | 43,813 | $2.54M | 0.30% | +2,249+5.4% | Added |
| Convergence Investment Partners, LLC | 44,024 | $2.55M | 0.98% | +2,396+5.8% | Added |
| Vise Technologies, Inc. | 44,221 | $2.56M | 0.50% | −10,110−18.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $2.57M | 0.02% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 44,309 | $2.57M | 0.20% | −1,915−4.1% | Reduced |
| First National Advisers, LLC | 49,459 | $2.57M | 0.58% | +10,627+27.4% | Added |
| Snowden Capital Advisors LLC | 44,477 | $2.58M | 0.08% | −1,099−2.4% | Reduced |
| IFP Advisors, Inc | 44,534 | $2.58M | 0.11% | −511−1.1% | Reduced |
| White Pine Capital LLC | 43,544 | $2.58M | 0.98% | −883−2.0% | Reduced |
| MONECO Advisors, LLC | 44,568 | $2.58M | 0.41% | +37,727+551.5% | Added |
| Alaska Permanent Fund Corp | 44,645 | $2.59M | 0.04% | −10,088−18.4% | Reduced |