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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1,644 | $95.0K | 0.06% | −238−12.6% | Reduced |
| Rogco, LP | 1,665 | $96.5K | 0.04% | −169−9.2% | Reduced |
| Abound Wealth Management | 1,677 | $97.2K | 0.04% | +33+2.0% | Added |
| Armstrong Advisory Group, Inc | 1,983 | $97.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,710 | $99.1K | 0.08% | +1,710 | New |
| Adirondack Trust Co | 1,714 | $99.3K | 0.04% | +169+10.9% | Added |
| Nixon Capital, LLC | 1,720 | $99.7K | 0.04% | +1,720 | New |
| Larson Financial Group LLC | 1,727 | $100.1K | 0.01% | −810−31.9% | Reduced |
| American National Bank | 1,773 | $102.8K | 0.01% | −662−27.2% | Reduced |
| Rational Advisors LLC | 1,774 | $102.8K | 0.01% | −1,060−37.4% | Reduced |
| Gables Capital Management Inc. | 1,800 | $104.3K | 0.06% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,828 | $106.0K | 0.03% | +10+0.6% | Added |
| American Capital Advisory, LLC | 2,836 | $106.0K | 0.09% | −10−0.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $110.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,898 | $110.0K | 0.05% | −19−1.0% | Reduced |
| Carolinas Wealth Consulting LLC | 1,940 | $112.4K | 0.02% | +353+22.2% | Added |
| DT Investment Partners, LLC | 1,940 | $112.4K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,946 | $112.8K | 0.07% | −252−11.5% | Reduced |
| Laffer Tengler Investments | 1,982 | $114.9K | 0.03% | +79+4.2% | Added |
| Spirit of America Management Corp | 2,000 | $115.9K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 2,000 | $115.9K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,021 | $116.4K | 0.05% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,024 | $117.0K | 0.04% | +1,137+128.2% | Added |
| Syntax Research, Inc. | 2,036 | $118.0K | 0.09% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,040 | $118.2K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 2,064 | $119.6K | 0.07% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,147 | $124.5K | 0.03% | −99−4.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $127.2K | 0.05% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,200 | $127.5K | 4.57% | +2,200 | New |
| Versant Capital Management, Inc | 2,301 | $133.4K | 0.04% | +5+0.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,315 | $134.2K | 0.03% | +49+2.2% | Added |
| Trust Co | 2,337 | $135.5K | 0.02% | +250+12.0% | Added |
| Glen Eagle Advisors, LLC | 2,340 | $135.6K | 0.03% | −330−12.4% | Reduced |
| PSI Advisors, LLC | 2,360 | $136.8K | 0.05% | −649−21.6% | Reduced |
| Ostrum Asset Management | 2,480 | $143.7K | 0.01% | −26,700−91.5% | Reduced |
| First United Bank Trust | 2,484 | $144.0K | 0.05% | −50−2.0% | Reduced |
| Marquette Asset Management, LLC | 2,505 | $145.2K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,521 | $146.1K | 0.06% | +5+0.2% | Added |
| BKM Wealth Management, LLC | 2,523 | $146.2K | 0.06% | +522+26.1% | Added |
| Rosenberg Matthew Hamilton | 2,573 | $148.2K | 0.04% | −179−6.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,583 | $149.7K | 0.02% | +4+0.2% | Added |
| Pathway Financial Advisers, LLC | 2,596 | $150.5K | 0.05% | −10.0% | Reduced |
| Missouri Trust & Investment Co | 2,605 | $151.0K | 0.06% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,607 | $151.1K | 0.15% | +2,547+4,245.0% | Added |
| CNB Bank | 2,614 | $151.5K | 0.07% | +167+6.8% | Added |
| Capital Analysts, LLC | 2,717 | $157.0K | 0.01% | +17+0.6% | Added |
| Clear Investment Research, LLC | 2,734 | $158.5K | 0.21% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,913 | $168.8K | 0.04% | −400−12.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,950 | $171.0K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,954 | $171.2K | 0.05% | −98−3.2% | Reduced |
| Eagle Bay Advisors LLC | 2,960 | $171.6K | 0.11% | −429−12.7% | Reduced |
| Colonial Trust Co | 2,961 | $171.6K | 0.03% | −57−1.9% | Reduced |
| SOA Wealth Advisors, LLC. | 2,978 | $172.6K | 0.04% | +1,320+79.6% | Added |
| Grove Bank & Trust | 3,014 | $174.7K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,020 | $175.0K | 0.02% | +66+2.2% | Added |
| Creative Financial Designs Inc | 3,121 | $180.9K | 0.02% | −49−1.5% | Reduced |
| Powell Investment Advisors, LLC | 3,169 | $183.7K | 0.10% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,250 | $188.4K | 0.01% | −700−17.7% | Reduced |
| Hendershot Investments Inc. | 3,266 | $189.3K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 3,347 | $194.0K | 0.07% | −660−16.5% | Reduced |
| Bangor Savings Bank | 3,350 | $194.2K | 0.02% | −369−9.9% | Reduced |
| CoreCap Advisors, LLC | 3,416 | $198.0K | 0.01% | +3,416 | New |
| Cherry Tree Wealth Management, LLC | 3,459 | $200.5K | 0.05% | −80−2.3% | Reduced |
| Quantum Private Wealth, LLC | 3,463 | $200.7K | 0.07% | +3,463 | New |
| Chilton Investment Co LLC | 3,465 | $200.8K | 0.01% | −683−16.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,467 | $201.0K | 0.02% | +3,467 | New |
| Goldstone Financial Group, LLC | 3,468 | $201.0K | 0.05% | +3,468 | New |
| Sprinkle Financial Consultants LLC | 3,473 | $201.3K | 0.17% | +3,473 | New |
| Madrona Financial Services, LLC | 3,474 | $201.3K | 0.07% | +3,474 | New |
| Trust Co of Virginia | 3,476 | $201.5K | 0.02% | +3,476 | New |
| Northstar Group, Inc. | 3,479 | $201.6K | 0.04% | +3,479 | New |
| Boyd Watterson Asset Management LLC | 3,482 | $201.8K | 0.07% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3,483 | $201.9K | 0.02% | +3,483 | New |
| HBW Advisory Services LLC | 4,109 | $202.0K | 0.04% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,495 | $202.6K | 0.01% | +3,495 | New |
| Deltec Asset Management LLC | 3,500 | $202.9K | 0.04% | +3,500 | New |
| AJOVista, LLC | 3,509 | $203.4K | 0.55% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,519 | $204.0K | 0.10% | +3,519 | New |
| Echo45 Advisors LLC | 3,522 | $204.1K | 0.15% | +3,522 | New |
| Oxbow Advisors, LLC | 3,533 | $204.8K | 0.03% | +3,533 | New |
| Keebeck Wealth Management, LLC | 3,533 | $204.8K | 0.03% | +3,533 | New |
| RKL Wealth Management LLC | 3,543 | $205.4K | 0.02% | +3,543 | New |
| Pinnacle Wealth Management Group, Inc. | 3,550 | $205.8K | 0.15% | +3,550 | New |
| Towerpoint Wealth, LLC | 3,561 | $206.4K | 0.10% | +3,561 | New |
| Cedar Point Capital Partners, LLC | 3,564 | $206.6K | 0.16% | +3,564 | New |
| Finer Wealth Management, Inc. | 3,581 | $207.6K | 0.14% | −1,029−22.3% | Reduced |
| Heritage Investors Management Corp | 3,585 | $208.0K | 0.01% | +3,585 | New |
| West Wealth Group, LLC | 3,595 | $208.3K | 0.08% | −1,431−28.5% | Reduced |
| Endowment Wealth Management, Inc. | 3,600 | $208.7K | 0.16% | +3,600 | New |
| Wealthquest Corp | 3,609 | $209.2K | 0.02% | +3,609 | New |
| Seed Wealth Management, Inc. | 3,643 | $209.9K | 0.20% | +3,643 | New |
| City State Bank | 3,629 | $210.0K | 0.09% | −400−9.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,643 | $211.1K | 0.01% | +3,643 | New |
| Cozad Asset Management Inc | 3,642 | $211.1K | 0.02% | +3,642 | New |
| Outlook Wealth Advisors, LLC | 3,642 | $211.1K | 0.07% | +3,642 | New |
| Financial Management Network Inc | 3,728 | $211.3K | 0.05% | +3,728 | New |
| Hantz Financial Services, Inc. | 3,652 | $212.0K | 0.00% | −260−6.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,662 | $212.2K | 0.01% | −2,034−35.7% | Reduced |
| Power Wealth Management LLC | 3,662 | $212.3K | 0.13% | +3,662 | New |
| Interchange Capital Partners, LLC | 3,628 | $212.8K | 0.14% | +3,628 | New |