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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 93,362 | $5.41M | 0.42% | −4,881−5.0% | Reduced |
| Kestra Private Wealth Services, LLC | 94,745 | $5.49M | 0.12% | +970+1.0% | Added |
| Madison Asset Management, LLC | 94,757 | $5.49M | 0.07% | −1,927−2.0% | Reduced |
| Harvest Portfolios Group Inc. | 95,755 | $5.55M | 0.22% | −3,446−3.5% | Reduced |
| Winslow Asset Management Inc | 95,791 | $5.55M | 1.05% | −499−0.5% | Reduced |
| Stephens Inc | 95,818 | $5.55M | 0.09% | −1,520−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 96,731 | $5.61M | 0.19% | +7,655+8.6% | Added |
| Dorchester Wealth Management Co | 96,783 | $5.61M | 1.01% | −3,900−3.9% | Reduced |
| Morningstar Investment Management LLC | 97,801 | $5.67M | 0.61% | −2,595−2.6% | Reduced |
| PFG Advisors | 98,870 | $5.73M | 0.42% | −500−0.5% | Reduced |
| Atlantic Union Bankshares Corp | 98,951 | $5.74M | 0.48% | +9,438+10.5% | Added |
| First National Bank of Omaha | 80,016 | $5.74M | 0.39% | −24,752−23.6% | Reduced |
| Swiss Life Asset Management Ltd | 99,198 | $5.75M | 0.08% | −386,003−79.6% | Reduced |
| Mark Asset Management LP | 99,662 | $5.78M | 0.78% | +39,747+66.3% | Added |
| Cloverfields Capital Group, LP | 100,171 | $5.81M | 1.96% | +5,949+6.3% | Added |
| Hutchinson Capital Management | 100,894 | $5.85M | 1.18% | +290.0% | Added |
| Advisory Services Network, LLC | 101,071 | $5.86M | 0.13% | +26,900+36.3% | Added |
| Man Group plc | 101,940 | $5.91M | 0.02% | −115,709−53.2% | Reduced |
| Unison Asset Management LLC | 102,668 | $5.95M | 3.12% | −854−0.8% | Reduced |
| Robinson Value Management, Ltd. | 102,884 | $5.96M | 4.00% | −23,257−18.4% | Reduced |
| Long Focus Capital Management, LLC | 103,000 | $5.97M | 0.69% | −25,900−20.1% | Reduced |
| Tudor Investment Corp Et Al | 103,827 | $6.02M | 0.07% | −360,880−77.7% | Reduced |
| Bard Financial Services, Inc. | 104,110 | $6.03M | 0.64% | −15,250−12.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 105,159 | $6.10M | 0.47% | −298−0.3% | Reduced |
| Whittier Trust Co | 105,819 | $6.13M | 0.09% | +2,713+2.6% | Added |
| King Luther Capital Management Corp | 105,805 | $6.13M | 0.03% | −1,560−1.5% | Reduced |
| United Services Automobile Association | 105,986 | $6.14M | 0.15% | −1,263−1.2% | Reduced |
| California First Leasing Corp | 106,400 | $6.17M | 2.87% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 107,354 | $6.22M | 0.20% | +7,528+7.5% | Added |
| Prospera Financial Services Inc | 107,561 | $6.23M | 0.19% | +4,213+4.1% | Added |
| Rathbone Brothers plc | 108,123 | $6.27M | 0.04% | −3,274−2.9% | Reduced |
| NBW Capital LLC | 108,685 | $6.30M | 1.29% | −324−0.3% | Reduced |
| MAI Capital Management | 108,793 | $6.31M | 0.07% | +28,145+34.9% | Added |
| Tritonpoint Wealth, LLC | 140,026 | $6.33M | 0.66% | +2,732+2.0% | Added |
| Allworth Financial LP | 109,276 | $6.33M | 0.04% | +25,358+30.2% | Added |
| Atria Wealth Solutions, Inc. | 110,229 | $6.39M | 0.07% | +8,828+8.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 110,456 | $6.40M | 0.03% | −78,163−41.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 110,933 | $6.43M | 0.37% | +3,299+3.1% | Added |
| Beacon Financial Group | 113,160 | $6.56M | 0.75% | −5,050−4.3% | Reduced |
| Providence Capital Advisors, LLC | 113,695 | $6.59M | 1.44% | −1,715−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 114,198 | $6.62M | 0.17% | −753−0.7% | Reduced |
| TD Waterhouse Canada Inc. | 105,122 | $6.76M | 0.05% | −17,980−14.6% | Reduced |
| Mission Wealth Management, LP | 116,718 | $6.76M | 0.18% | +71,215+156.5% | Added |
| Lido Advisors, LLC | 117,928 | $6.84M | 0.06% | −4,100−3.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 118,765 | $6.88M | 0.47% | −10,615−8.2% | Reduced |
| Baxter Bros Inc | 118,897 | $6.89M | 0.88% | −3,800−3.1% | Reduced |
| Avantax Advisory Services, Inc. | 119,750 | $6.94M | 0.06% | −4,515−3.6% | Reduced |
| Vinva Investment Management Ltd | 119,868 | $6.95M | 0.40% | −7,000−5.5% | Reduced |
| Gibraltar Capital Management, Inc. | 121,075 | $7.02M | 3.27% | −35,336−22.6% | Reduced |
| Chartwell Investment Partners, LLC | 121,245 | $7.03M | 0.24% | +601+0.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 121,326 | $7.03M | 0.16% | −2,073−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 121,353 | $7.03M | 0.08% | +67,990+127.4% | Added |
| Marble Harbor Investment Counsel, LLC | 123,689 | $7.17M | 0.83% | +7,465+6.4% | Added |
| Intech Investment Management LLC | 124,067 | $7.19M | 0.10% | −88,584−41.7% | Reduced |
| Sicart Associates LLC | 124,275 | $7.20M | 2.64% | −1,500−1.2% | Reduced |
| Empowered Funds, LLC | 124,719 | $7.23M | 0.13% | −48,086−27.8% | Reduced |
| Norinchukin Bank, The | 124,762 | $7.23M | 0.22% | −2,784−2.2% | Reduced |
| Institutional & Family Asset Management, LLC | 125,513 | $7.27M | 1.16% | −10,244−7.5% | Reduced |
| tru Independence LLC | 126,470 | $7.33M | 2.16% | −5,659−4.3% | Reduced |
| DCM Advisors, LLC | 126,566 | $7.34M | 3.02% | −9,234−6.8% | Reduced |
| Uncommon Cents Investing LLC | 126,629 | $7.34M | 2.25% | −855−0.7% | Reduced |
| Hoey Investments, Inc | 126,710 | $7.34M | 1.64% | +11,222+9.7% | Added |
| Sirios Capital Management L P | 127,508 | $7.39M | 1.39% | −65,341−33.9% | Reduced |
| EP Wealth Advisors, LLC | 128,048 | $7.42M | 0.09% | −10,521−7.6% | Reduced |
| Salzhauer Michael | 128,833 | $7.47M | 5.99% | −21,940−14.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 129,474 | $7.50M | 0.10% | +595+0.5% | Added |
| Olstein Capital Management, L.P. | 130,000 | $7.54M | 1.23% | −30,000−18.8% | Reduced |
| Hikari Power Ltd | 130,460 | $7.56M | 0.65% | 00.0% | Unchanged |
| Tufton Capital Management | 132,004 | $7.65M | 1.50% | −1,093−0.8% | Reduced |
| Picton Mahoney Asset Management | 132,140 | $7.66M | 0.32% | −8,670−6.2% | Reduced |
| Chesley Taft & Associates LLC | 132,590 | $7.68M | 0.39% | +4,455+3.5% | Added |
| Brinker Capital Investments, LLC | 134,127 | $7.77M | 0.08% | +5,388+4.2% | Added |
| Orion Portfolio Solutions, LLC | 134,127 | $7.77M | 0.08% | +5,388+4.2% | Added |
| Estabrook Capital Management | 134,217 | $7.78M | 1.20% | −1,216−0.9% | Reduced |
| Hennessy Advisors Inc | 134,500 | $7.80M | 0.33% | −29,100−17.8% | Reduced |
| Tower Research Capital LLC (TRC) | 134,968 | $7.82M | 0.19% | −457,298−77.2% | Reduced |
| SpiderRock Advisors, LLC | 136,480 | $7.88M | 0.26% | +136,480 | New |
| Sowell Financial Services LLC | 136,089 | $7.89M | 0.37% | −1,898−1.4% | Reduced |
| Empirical Finance, LLC | 137,747 | $7.98M | 0.49% | +4,335+3.2% | Added |
| Ieq Capital, LLC | 138,469 | $8.03M | 0.12% | +15,747+12.8% | Added |
| Monte Financial Group, LLC | 140,602 | $8.15M | 3.57% | −7,461−5.0% | Reduced |
| Mediolanum International Funds Ltd | 141,651 | $8.16M | 0.13% | +141,651 | New |
| ARGA Investment Management, LP | 141,752 | $8.22M | 0.28% | −311−0.2% | Reduced |
| Allianz SE | 142,402 | $8.25M | 0.26% | +142,402 | New |
| Raymond James Trust N.A. | 143,149 | $8.30M | 0.20% | −15,815−9.9% | Reduced |
| Blume Capital Management, Inc. | 143,378 | $8.31M | 2.03% | −225−0.2% | Reduced |
| Meritage Portfolio Management | 144,171 | $8.36M | 0.53% | −9,740−6.3% | Reduced |
| Parkwood LLC | 144,166 | $8.36M | 0.88% | +144,166 | New |
| Metropolitan Life Insurance Co | 145,153 | $8.41M | 0.37% | −2,672−1.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 145,720 | $8.45M | 0.58% | −3,554−2.4% | Reduced |
| Highland Capital Management, LLC | 147,257 | $8.54M | 0.49% | −2,032−1.4% | Reduced |
| Eagle Asset Management Inc | 148,516 | $8.56M | 0.04% | +13,513+10.0% | Added |
| Poehling Capital Management, LLC | 148,127 | $8.59M | 2.30% | −650.0% | Reduced |
| New England Asset Management Inc | 149,225 | $8.65M | 1.34% | +6,830+4.8% | Added |
| RBF Capital, LLC | 150,000 | $8.69M | 0.49% | 00.0% | Unchanged |
| Bessemer Group Inc | 151,683 | $8.79M | 0.02% | +68,076+81.4% | Added |
| Wedmont Private Capital | 152,910 | $8.80M | 0.64% | +21,496+16.4% | Added |
| Alerus Financial NA | 152,666 | $8.85M | 0.67% | −3,591−2.3% | Reduced |
| Bokf, NA | 154,214 | $8.88M | 0.16% | −9,767−6.0% | Reduced |
| Marathon Trading Investment Management LLC | 157,031 | $9.10M | 3.61% | −226,937−59.1% | Reduced |