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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 56,776 | $3.29M | 0.18% | +150+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 57,300 | $3.32M | 0.18% | +8,240+16.8% | Added |
| Lowe Brockenbrough & Co Inc | 57,383 | $3.33M | 0.22% | −1,662−2.8% | Reduced |
| Qtron Investments LLC | 58,292 | $3.38M | 0.48% | +6,290+12.1% | Added |
| Investment Management Corp of Ontario | 58,632 | $3.40M | 0.10% | −97,143−62.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 58,810 | $3.41M | 0.04% | +1,074+1.9% | Added |
| Focus Financial Network, Inc. | 58,401 | $3.43M | 0.17% | +58,401 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59,663 | $3.46M | 0.16% | +9,653+19.3% | Added |
| Asio Capital, LLC | 59,870 | $3.47M | 0.74% | −23,310−28.0% | Reduced |
| Boston Private Wealth LLC | 59,911 | $3.47M | 0.08% | −1,217−2.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 60,490 | $3.51M | 0.25% | +60,490 | New |
| Waterloo Capital, L.P. | 60,647 | $3.52M | 0.45% | +10,419+20.7% | Added |
| Bleakley Financial Group, LLC | 60,677 | $3.52M | 0.10% | −3,092−4.8% | Reduced |
| Pinnacle Financial Partners Inc | 61,314 | $3.55M | 0.08% | +214+0.4% | Added |
| Independent Advisor Alliance | 62,557 | $3.63M | 0.13% | −6,836−9.9% | Reduced |
| DoubleLine ETF Adviser LP | 62,659 | $3.63M | 0.92% | +1,963+3.2% | Added |
| Cullen/Frost Bankers, Inc. | 62,855 | $3.64M | 0.05% | −248−0.4% | Reduced |
| HB Wealth Management, LLC | 62,908 | $3.65M | 0.05% | +496+0.8% | Added |
| LGT Group Foundation | 63,334 | $3.67M | 0.09% | −15,629−19.8% | Reduced |
| HighPoint Advisor Group LLC | 60,723 | $3.72M | 0.26% | +1,450+2.4% | Added |
| Sigma Planning Corp | 64,339 | $3.73M | 0.12% | +35,206+120.8% | Added |
| Oldfather Financial Services, LLC | 64,552 | $3.74M | 1.54% | −248−0.4% | Reduced |
| Portside Wealth Group, LLC | 64,564 | $3.74M | 0.69% | −8,226−11.3% | Reduced |
| Plato Investment Management Ltd | 65,490 | $3.80M | 0.39% | +61,714+1,634.4% | Added |
| Empower Advisory Group, LLC | 65,571 | $3.80M | 0.01% | +9,936+17.9% | Added |
| Guardian Capital Advisors LP | 67,022 | $3.83M | 0.41% | −4,518−6.3% | Reduced |
| Karpas Strategies, LLC | 66,470 | $3.85M | 1.20% | +243+0.4% | Added |
| Culbertson A N & Co Inc | 67,987 | $3.94M | 0.68% | −1,240−1.8% | Reduced |
| Greenleaf Trust | 68,270 | $3.96M | 0.04% | −2,296−3.3% | Reduced |
| NWF Advisory Services Inc. | 68,441 | $3.97M | 0.66% | −14,698−17.7% | Reduced |
| Welch & Forbes LLC | 68,538 | $3.97M | 0.05% | +506+0.7% | Added |
| Vestcor Inc | 68,852 | $3.99M | 0.14% | −8,782−11.3% | Reduced |
| SWS Partners | 69,507 | $4.03M | 1.20% | +3,231+4.9% | Added |
| Level Four Advisory Services, LLC | 82,294 | $4.05M | 0.22% | +5,610+7.3% | Added |
| AIA Group Ltd | 69,892 | $4.05M | 0.13% | +44,692+177.3% | Added |
| Lawson Kroeker Investment Management Inc | 70,115 | $4.06M | 0.77% | −5,724−7.5% | Reduced |
| Peapack Gladstone Financial Corp | 70,760 | $4.10M | 0.06% | −5,229−6.9% | Reduced |
| Bradley Foster & Sargent Inc | 71,465 | $4.14M | 0.07% | −630−0.9% | Reduced |
| Apollon Wealth Management, LLC | 71,490 | $4.14M | 0.13% | +1,588+2.3% | Added |
| Park Avenue Securities LLC | 71,737 | $4.16M | 0.05% | +8,899+14.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 71,766 | $4.16M | 1.78% | −23,262−24.5% | Reduced |
| Banco Santander, S.A. | 72,189 | $4.18M | 0.05% | −27,037−27.2% | Reduced |
| Daymark Wealth Partners, LLC | 72,256 | $4.19M | 0.23% | +4,910+7.3% | Added |
| Genus Capital Management Inc. | 72,400 | $4.20M | 0.54% | +72,400 | New |
| Axxcess Wealth Management, LLC | 72,567 | $4.21M | 0.12% | +7,114+10.9% | Added |
| Synovus Financial Corp | 72,910 | $4.23M | 0.05% | +47+0.1% | Added |
| Entropy Technologies, LP | 74,183 | $4.30M | 0.46% | +74,183 | New |
| Connable Office Inc | 74,363 | $4.31M | 0.49% | −1,403−1.9% | Reduced |
| Wedbush Securities Inc | 74,687 | $4.33M | 0.16% | +4,183+5.9% | Added |
| HighMark Wealth Management LLC | 74,775 | $4.34M | 2.69% | −82−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 75,486 | $4.38M | 0.07% | −136,642−64.4% | Reduced |
| Prudential PLC | 75,494 | $4.38M | 0.04% | −106,452−58.5% | Reduced |
| Verition Fund Management LLC | 76,559 | $4.44M | 0.04% | −1,624−2.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 77,000 | $4.46M | 0.57% | 00.0% | Unchanged |
| Weik Capital Management | 77,398 | $4.49M | 1.91% | −500−0.6% | Reduced |
| Argent Trust Co | 78,694 | $4.56M | 0.21% | +12,831+19.5% | Added |
| Central Pacific Bank - Trust Division | 79,375 | $4.57M | 0.57% | +79,375 | New |
| Veriti Management LLC | 79,007 | $4.58M | 0.34% | +6,283+8.6% | Added |
| Twin Capital Management Inc | 79,459 | $4.61M | 0.57% | −5,157−6.1% | Reduced |
| Kingsview Wealth Management, LLC | 80,161 | $4.65M | 0.12% | +16,492+25.9% | Added |
| AE Wealth Management LLC | 80,729 | $4.68M | 0.05% | −284,658−77.9% | Reduced |
| Colony Group, LLC | 82,913 | $4.81M | 0.04% | +64,759+356.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 82,988 | $4.81M | 0.20% | +9,666+13.2% | Added |
| Compagnie Lombard Odier SCmA | 83,010 | $4.81M | 0.09% | −4,000−4.6% | Reduced |
| RFG Advisory, LLC | 83,089 | $4.82M | 0.16% | +462+0.6% | Added |
| Semmax Financial Advisors Inc. | 78,244 | $4.82M | 1.59% | −14,102−15.3% | Reduced |
| Merit Financial Group, LLC | 80,560 | $4.83M | 0.12% | +35,716+79.6% | Added |
| Simplicity Wealth,LLC | 83,350 | $4.83M | 0.12% | +73,181+719.6% | Added |
| Regions Financial Corp | 83,437 | $4.84M | 0.04% | −1,458−1.7% | Reduced |
| Principal Securities, Inc. | 84,170 | $4.88M | 0.15% | +7,824+10.2% | Added |
| Barr E S & Co | 84,307 | $4.89M | 0.32% | −14,582−14.7% | Reduced |
| Acadian Asset Management LLC | 84,464 | $4.89M | 0.02% | −15,598−15.6% | Reduced |
| Horizon Investments, LLC | 85,048 | $4.90M | 0.13% | +1,207+1.4% | Added |
| Alberta Investment Management Corp | 84,800 | $4.92M | 0.05% | −27,375−24.4% | Reduced |
| Woodward Diversified Capital, LLC | 85,183 | $4.94M | 3.08% | −330−0.4% | Reduced |
| Wesleyan Assurance Society | 86,500 | $5.01M | 0.44% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 87,213 | $5.05M | 0.11% | 00.0% | Unchanged |
| Longbow Finance SA | 87,569 | $5.08M | 0.51% | +87,569 | New |
| Stratos Wealth Partners, LTD. | 87,706 | $5.08M | 0.08% | −6,352−6.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 87,738 | $5.08M | 0.52% | −2,832−3.1% | Reduced |
| Toroso Investments, LLC | 88,063 | $5.10M | 0.09% | +15,139+20.8% | Added |
| Gifford Fong Associates | 88,052 | $5.10M | 1.41% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 88,168 | $5.11M | 0.43% | −620−0.7% | Reduced |
| Altrafin AG | 88,300 | $5.12M | 1.85% | −260−0.3% | Reduced |
| Assenagon Asset Management S.A. | 88,754 | $5.14M | 0.01% | +1,606+1.8% | Added |
| iA Global Asset Management Inc. | 89,732 | $5.20M | 0.11% | −9,864−9.9% | Reduced |
| Tiaa Trust, National Association | 90,515 | $5.25M | 0.02% | +1,846+2.1% | Added |
| Tokio Marine Asset Management Co Ltd | 90,560 | $5.25M | 0.27% | +8,333+10.1% | Added |
| Savant Capital, LLC | 90,752 | $5.26M | 0.06% | +5,936+7.0% | Added |
| Clayton Partners LLC | 90,798 | $5.26M | 4.47% | −4,238−4.5% | Reduced |
| Western Financial Corp | 90,877 | $5.27M | 3.23% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 90,900 | $5.27M | 0.20% | 00.0% | Unchanged |
| Continental Advisors LLC | 90,906 | $5.27M | 4.17% | +3,000+3.4% | Added |
| Elgethun Capital Management | 91,640 | $5.29M | 1.34% | −192−0.2% | Reduced |
| Callan Family Office, LLC | 91,465 | $5.30M | 1.24% | +943+1.0% | Added |
| Integrated Wealth Concepts LLC | 91,682 | $5.31M | 0.08% | −32,597−26.2% | Reduced |
| Concentric Wealth Management, LLC | 91,726 | $5.32M | 1.42% | +1,880+2.1% | Added |
| NEOS Investment Management LLC | 92,011 | $5.33M | 0.33% | +40,472+78.5% | Added |
| Brookmont Capital Management | 92,376 | $5.35M | 2.82% | +349+0.4% | Added |
| Bahl & Gaynor Inc | 92,420 | $5.36M | 0.03% | −1,055−1.1% | Reduced |