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
- 2,205
- +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
- 972 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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 477 | $27.6K | 0.01% | −128−21.2% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 477 | $27.6K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 477 | $27.7K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 485 | $28.1K | 0.01% | −32−6.2% | Reduced |
| Core Wealth Advisors, Inc. | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $29.0K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 500 | $29.0K | 0.01% | +500 | New |
| RE Dickinson Investment Advisors, LLC | 520 | $30.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 520 | $30.2K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 534 | $31.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 548 | $31.8K | 0.01% | −1,756−76.2% | Reduced |
| St. Johns Investment Management Company, LLC | 553 | $32.1K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 560 | $32.5K | 0.00% | −130−18.8% | Reduced |
| Private Ocean, LLC | 570 | $33.0K | 0.00% | −110−16.2% | Reduced |
| Financial Freedom, LLC | 577 | $33.4K | 0.02% | +2+0.3% | Added |
| AllSquare Wealth Management LLC | 600 | $34.8K | 0.02% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 600 | $34.8K | 0.00% | +600 | New |
| Cedar Mountain Advisors, LLC | 625 | $36.2K | 0.01% | −18−2.8% | Reduced |
| Optiver Holding B.V. | 628 | $36.4K | 0.00% | +628 | New |
| Cornerstone Planning Group LLC | 632 | $37.8K | 0.01% | +3+0.5% | Added |
| Transcendent Capital Group LLC | 655 | $38.0K | 0.02% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 660 | $38.8K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 681 | $39.5K | 0.01% | −600−46.8% | Reduced |
| Hoese & Co LLP | 724 | $40.2K | 0.04% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 697 | $40.4K | 0.00% | −1,933−73.5% | Reduced |
| Timber Creek Capital Management LLC | 700 | $40.6K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 851 | $41.9K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 736 | $42.7K | 0.00% | +12+1.7% | Added |
| J.Safra Asset Management Corp | 740 | $42.9K | 0.00% | +648+704.3% | Added |
| BFSG, LLC | 769 | $44.6K | 0.01% | +85+12.4% | Added |
| Atlas Capital Advisors LLC | 779 | $45.1K | 0.01% | +418+115.8% | Added |
| Impact Partnership Wealth, LLC | 800 | $46.4K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 800 | $46.4K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 804 | $46.6K | 0.01% | −75−8.5% | Reduced |
| Activest Wealth Management | 812 | $47.1K | 0.02% | +812 | New |
| Pittenger & Anderson Inc | 831 | $48.2K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 842 | $49.0K | 0.01% | −20−2.3% | Reduced |
| Financial Management Professionals, Inc. | 845 | $49.0K | 0.01% | +27+3.3% | Added |
| Bogart Wealth, LLC | 863 | $50.0K | 0.00% | −1,029−54.4% | Reduced |
| Caitlin John, LLC | 871 | $50.5K | 0.04% | +5+0.6% | Added |
| Tortoise Investment Management, LLC | 880 | $51.0K | 0.01% | +80+10.0% | Added |
| Country Trust Bank | 890 | $51.6K | 0.00% | +112+14.4% | Added |
| Security National Bank | 896 | $51.9K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 900 | $52.0K | 0.01% | +900 | New |
| FSA Wealth Management LLC | 897 | $52.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 899 | $52.1K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 900 | $52.2K | 0.04% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 958 | $55.2K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 979 | $56.7K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 983 | $57.0K | 0.02% | +983 | New |
| Richardson Financial Services Inc. | 995 | $57.7K | 0.04% | 00.0% | Unchanged |
| Westport Asset Management Inc | 1,000 | $58.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $58.0K | 0.01% | +1,000 | New |
| Keener Financial Planning LLC | 1,000 | $58.0K | 0.04% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,006 | $58.3K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,011 | $58.6K | 0.02% | −5,141−83.6% | Reduced |
| Atticus Wealth Management, LLC | 1,050 | $60.9K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,058 | $61.3K | 0.02% | +3+0.3% | Added |
| MidAtlantic Capital Management, Inc. | 1,068 | $61.9K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,069 | $62.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,088 | $63.1K | 0.01% | +436+66.9% | Added |
| Spotlight Asset Group, Inc. | 1,091 | $63.2K | 0.05% | −109−9.1% | Reduced |
| Loomis Sayles & Co L P | 1,143 | $66.0K | 0.00% | +101+9.7% | Added |
| City Holding Co | 1,160 | $67.2K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,183 | $68.6K | 0.02% | +883+294.3% | Added |
| McIlrath & Eck, LLC | 1,194 | $69.2K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,213 | $70.3K | 0.04% | +6+0.5% | Added |
| Bank of New Hampshire | 1,220 | $70.7K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,225 | $71.0K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,244 | $72.1K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,267 | $73.4K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 1,268 | $73.5K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,276 | $74.0K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,278 | $74.1K | 0.03% | 00.0% | Unchanged |
| Union Savings Bank | 1,293 | $74.9K | 0.04% | −110−7.8% | Reduced |
| Northwest Bank & Trust Co | 1,285 | $76.2K | 0.07% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,316 | $76.3K | 0.02% | +203+18.2% | Added |
| Kessler Investment Group, LLC | 1,328 | $77.0K | 0.05% | 00.0% | Unchanged |
| Family CFO Inc | 1,347 | $78.1K | 0.05% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,355 | $78.5K | 0.05% | +5+0.4% | Added |
| New England Capital Financial Advisors LLC | 1,365 | $79.1K | 0.04% | −96−6.6% | Reduced |
| Westpac Banking Corp | 1,400 | $81.1K | 0.01% | −3,856−73.4% | Reduced |
| Rocky Mountain Advisers, LLC | 1,400 | $81.1K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,425 | $82.6K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,435 | $83.0K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,457 | $84.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,477 | $85.6K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,500 | $86.9K | 0.10% | −18−1.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,495 | $87.0K | 0.04% | −100−6.3% | Reduced |
| Addison Advisors LLC | 1,504 | $87.2K | 0.03% | +95+6.7% | Added |
| Independence Bank of Kentucky | 1,515 | $87.8K | 0.03% | −1,490−49.6% | Reduced |
| WR Wealth Planners, LLC | 1,523 | $88.3K | 0.03% | +1,523 | New |
| Frazier Financial Advisors, LLC | 1,544 | $89.5K | 0.07% | +79+5.4% | Added |
| Bay Harbor Wealth Management, LLC | 1,550 | $89.8K | 0.03% | −9−0.6% | Reduced |
| SJS Investment Consulting Inc. | 1,586 | $91.9K | 0.02% | +63+4.1% | Added |
| Mendota Financial Group, LLC | 1,604 | $93.0K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,604 | $93.0K | 0.02% | −11,041−87.3% | Reduced |
| Heritage Wealth Advisors | 1,606 | $93.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,617 | $93.7K | 0.02% | +186+13.0% | Added |