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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 44,667 | $2.59M | 0.14% | +12,485+38.8% | Added |
| Mount Lucas Management LP | 44,729 | $2.59M | 0.87% | −3,783−7.8% | Reduced |
| Slagle Financial, LLC | 44,862 | $2.60M | 1.41% | −93,732−67.6% | Reduced |
| 3Chopt Investment Partners, LLC | 44,926 | $2.60M | 1.07% | +3,717+9.0% | Added |
| Kuhn & Co Investment Counsel | 45,101 | $2.61M | 2.46% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 45,177 | $2.62M | 0.40% | +45,177 | New |
| Capital Investment Counsel, Inc | 45,181 | $2.62M | 0.45% | −9,275−17.0% | Reduced |
| Peoples Bank | 45,649 | $2.65M | 2.07% | −2,455−5.1% | Reduced |
| Argyle Capital Management Inc. | 45,693 | $2.65M | 1.02% | −2,350−4.9% | Reduced |
| Paloma Partners Management Co | 45,724 | $2.65M | 0.38% | +20,221+79.3% | Added |
| Cohen Investment Advisors LLC | 45,878 | $2.66M | 1.72% | +4,998+12.2% | Added |
| HTLF Bank | 45,898 | $2.66M | 0.31% | −374−0.8% | Reduced |
| Meeder Advisory Services, Inc. | 45,925 | $2.66M | 0.27% | +2,434+5.6% | Added |
| Union Heritage Capital, LLC | 45,970 | $2.66M | 1.06% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 46,004 | $2.67M | 1.94% | −1,234−2.6% | Reduced |
| Brighton Jones LLC | 46,058 | $2.67M | 0.10% | +10,386+29.1% | Added |
| Fiduciary Trust Co | 46,068 | $2.67M | 0.04% | +702+1.5% | Added |
| Equitable Holdings, Inc. | 46,110 | $2.67M | 0.03% | +12,076+35.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 46,279 | $2.68M | 0.43% | +5,029+12.2% | Added |
| Pavion Blue Capital, LLC | 46,296 | $2.68M | 1.33% | −211−0.5% | Reduced |
| Factorial Partners, LLC | 46,400 | $2.69M | 1.53% | −48,400−51.1% | Reduced |
| Ritholtz Wealth Management | 46,535 | $2.70M | 0.09% | +1,400+3.1% | Added |
| Schonfeld Strategic Advisors LLC | 46,637 | $2.70M | 0.02% | −211,588−81.9% | Reduced |
| Lakeview Capital Partners, LLC | 46,706 | $2.71M | 0.44% | −2,657−5.4% | Reduced |
| Walleye Capital LLC | 46,765 | $2.71M | 0.03% | −378,180−89.0% | Reduced |
| Lincoln National Corp | 46,786 | $2.71M | 0.04% | +2,620+5.9% | Added |
| Trust Asset Management LLC | 47,042 | $2.73M | 0.24% | −304−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 47,209 | $2.74M | 0.04% | −8,168−14.7% | Reduced |
| Fiduciary Family Office, LLC | 47,312 | $2.74M | 1.08% | +13,914+41.7% | Added |
| Trajan Wealth LLC | 47,429 | $2.75M | 0.19% | +47,429 | New |
| National Asset Management, Inc. | 67,346 | $2.75M | 0.07% | +12,473+22.7% | Added |
| Baker Tilly Wealth Management, LLC | 47,498 | $2.75M | 0.50% | −8,944−15.8% | Reduced |
| Somerset Group LLC | 47,629 | $2.76M | 2.59% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 47,656 | $2.76M | 2.72% | +47,656 | New |
| Sumitomo Life Insurance Co | 47,786 | $2.77M | 0.07% | −1,820−3.7% | Reduced |
| Coppell Advisory Solutions Corp. | 47,851 | $2.77M | 0.52% | +47,851 | New |
| Stoneridge Investment Partners LLC | 47,934 | $2.78M | 1.06% | −68,269−58.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 47,945 | $2.78M | 0.06% | +236+0.5% | Added |
| Foster Group, Inc. | 48,029 | $2.78M | 0.14% | +883+1.9% | Added |
| Hamilton Capital Partners Inc. | 48,070 | $2.79M | 0.34% | +28,970+151.7% | Added |
| Prime Capital Investment Advisors, LLC | 48,308 | $2.80M | 0.04% | −16,209−25.1% | Reduced |
| La Banque Postale Asset Management SA | 48,634 | $2.82M | 0.11% | −103,394−68.0% | Reduced |
| Global Frontier Investments LLC | 48,661 | $2.82M | 0.83% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 48,953 | $2.84M | 0.04% | +31,252+176.6% | Added |
| Avestar Capital, LLC | 49,013 | $2.84M | 0.33% | +12,854+35.5% | Added |
| IMS Capital Management | 49,133 | $2.85M | 1.32% | −12,150−19.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 49,162 | $2.85M | 0.01% | +49,162 | New |
| Apexium Financial, LP | 49,218 | $2.85M | 0.22% | −49,307−50.0% | Reduced |
| Warren Averett Asset Management, LLC | 49,364 | $2.86M | 0.07% | +12,588+34.2% | Added |
| Capital Asset Advisory Services LLC | 49,995 | $2.87M | 0.16% | +7,020+16.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 49,542 | $2.87M | 0.01% | −2,456−4.7% | Reduced |
| Clearstead Advisors, LLC | 46,857 | $2.87M | 0.14% | −2,509−5.1% | Reduced |
| Global Retirement Partners, LLC | 49,663 | $2.88M | 0.11% | +1,293+2.7% | Added |
| FineMark National Bank & Trust | 49,775 | $2.88M | 0.11% | +4,344+9.6% | Added |
| Forum Financial Management, LP | 49,938 | $2.89M | 0.05% | −641−1.3% | Reduced |
| Associated Banc-Corp | 49,998 | $2.90M | 0.09% | −609−1.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 50,000 | $2.90M | 1.02% | −1,500−2.9% | Reduced |
| Iat Reinsurance Co Ltd. | 50,000 | $2.90M | 1.29% | 00.0% | Unchanged |
| Ally Financial Inc. | 50,000 | $2.90M | 0.39% | +50,000 | New |
| InterOcean Capital Group, LLC | 50,299 | $2.92M | 0.07% | −3,249−6.1% | Reduced |
| Transcend Wealth Collective, LLC | 50,363 | $2.92M | 0.23% | +1,501+3.1% | Added |
| Van Leeuwen & Company, LLC | 50,601 | $2.93M | 1.49% | −5,624−10.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 50,700 | $2.94M | 0.34% | −2,631−4.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 50,891 | $2.95M | 0.68% | +1,795+3.7% | Added |
| Paradigm Asset Management Co LLC | 51,052 | $2.96M | 0.75% | −1,350−2.6% | Reduced |
| Huntington National Bank | 51,092 | $2.96M | 0.02% | −9,483−15.7% | Reduced |
| Central Trust Co | 51,191 | $2.97M | 0.07% | −2,668−5.0% | Reduced |
| Goelzer Investment Management, Inc. | 51,498 | $2.98M | 0.17% | −4,125−7.4% | Reduced |
| Valeo Financial Advisors, LLC | 49,255 | $2.98M | 0.11% | −6,610−11.8% | Reduced |
| D L Carlson Investment Group Inc | 51,579 | $2.99M | 0.58% | +1,715+3.4% | Added |
| NorthRock Partners, LLC | 52,124 | $3.02M | 0.12% | +57+0.1% | Added |
| SOL Capital Management CO | 52,143 | $3.02M | 0.38% | −1,500−2.8% | Reduced |
| Signaturefd, LLC | 52,244 | $3.03M | 0.06% | +3,434+7.0% | Added |
| Clear Harbor Asset Management, LLC | 52,268 | $3.03M | 0.27% | 00.0% | Unchanged |
| Trust Point Inc. | 52,470 | $3.04M | 0.24% | +1,705+3.4% | Added |
| Oppenheimer & Co Inc | 52,634 | $3.05M | 0.05% | +12,268+30.4% | Added |
| Checchi Capital Advisers, LLC | 52,716 | $3.06M | 0.24% | +1,464+2.9% | Added |
| Haverford Trust Co | 52,773 | $3.06M | 0.03% | +10,579+25.1% | Added |
| Capitolis Liquid Global Markets LLC | 52,800 | $3.06M | 0.05% | +52,800 | New |
| Buckingham Strategic Wealth, LLC | 53,008 | $3.07M | 0.03% | −722−1.3% | Reduced |
| Cynosure Management, LLC | 53,255 | $3.09M | 0.55% | −58,356−52.3% | Reduced |
| Montag A & Associates Inc | 53,294 | $3.09M | 0.15% | −5,208−8.9% | Reduced |
| Quad-Cities Investment Group, LLC | 53,295 | $3.09M | 1.80% | −1,088−2.0% | Reduced |
| Qsemble Capital Management, LP | 53,780 | $3.12M | 0.68% | −72,659−57.5% | Reduced |
| Stonebridge Capital Advisors LLC | 54,173 | $3.14M | 0.28% | −1,753−3.1% | Reduced |
| Perkins Coie Trust Co | 54,363 | $3.15M | 0.74% | −369−0.7% | Reduced |
| S&CO Inc | 54,573 | $3.16M | 0.22% | −3,250−5.6% | Reduced |
| Selway Asset Management | 54,600 | $3.16M | 1.26% | 00.0% | Unchanged |
| Legato Capital Management LLC | 54,661 | $3.17M | 0.38% | 00.0% | Unchanged |
| Capital International Sarl | 54,824 | $3.18M | 0.11% | +14,136+34.7% | Added |
| Summit Trail Advisors, LLC | 54,996 | $3.19M | 0.08% | +2,955+5.7% | Added |
| Mitchell Sinkler & Starr | 55,125 | $3.20M | 0.80% | −1,750−3.1% | Reduced |
| Sequoia Financial Advisors, LLC | 55,253 | $3.20M | 0.04% | −27,208−33.0% | Reduced |
| Wetherby Asset Management Inc | 55,519 | $3.22M | 0.15% | +1,297+2.4% | Added |
| Profund Advisors LLC | 56,182 | $3.26M | 0.13% | −929−1.6% | Reduced |
| Capital Investment Advisors, LLC | 56,486 | $3.27M | 0.08% | −78−0.1% | Reduced |
| RSM US Wealth Management LLC | 56,495 | $3.27M | 0.08% | +6,762+13.6% | Added |
| Parcion Private Wealth LLC | 56,583 | $3.28M | 0.29% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 56,683 | $3.29M | 0.45% | +845+1.5% | Added |
| Cidel Asset Management Inc | 56,692 | $3.29M | 0.25% | −1,012−1.8% | Reduced |