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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 3,673 | $212.9K | 0.04% | −20−0.5% | Reduced |
| Financial Insights, Inc. | 3,675 | $213.0K | 0.06% | +3,675 | New |
| WSFS Capital Management, LLC | 3,675 | $213.0K | 0.01% | +3,675 | New |
| Independent Wealth Network Inc. | 3,679 | $213.2K | 0.10% | +3,679 | New |
| Traveka Wealth, LLC | 3,679 | $213.2K | 0.10% | +3,679 | New |
| Affiance Financial, LLC | 3,683 | $213.5K | 0.06% | +3,683 | New |
| Eagle Wealth Strategies LLC | 3,713 | $213.9K | 0.17% | +3,713 | New |
| Boston Family Office LLC | 3,698 | $214.0K | 0.02% | −1,000−21.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,700 | $214.5K | 0.06% | +3,700 | New |
| Hazlett, Burt & Watson, Inc. | 3,687 | $215.0K | 0.13% | −325−8.1% | Reduced |
| Principal Street Partners, LLC | 3,478 | $215.3K | 0.04% | +3,478 | New |
| Rise Advisors, LLC | 3,723 | $215.8K | 0.11% | +1,868+100.7% | Added |
| American Trust | 3,738 | $216.7K | 0.02% | +3,738 | New |
| Cottonwood Capital Advisors, LLC | 3,814 | $217.3K | 0.17% | +3,814 | New |
| Boston Financial Mangement LLC | 3,753 | $217.5K | 0.01% | +3,753 | New |
| HRC Wealth Management, LLC | 3,756 | $217.7K | 0.16% | +3,756 | New |
| Washington Capital Management Inc | 3,760 | $217.9K | 0.18% | +3,760 | New |
| Sovereign Financial Group, Inc. | 3,761 | $218.0K | 0.06% | +3,761 | New |
| ICA Group Wealth Management, LLC | 3,766 | $218.3K | 0.04% | −992−20.8% | Reduced |
| One + One Wealth Management, LLC | 3,768 | $218.4K | 0.13% | +3,768 | New |
| Brio Consultants, LLC | 3,769 | $218.5K | 0.04% | +3,769 | New |
| Copperleaf Capital, LLC | 3,770 | $218.5K | 0.19% | +3,770 | New |
| Spinnaker Investment Group, LLC | 3,784 | $219.3K | 0.06% | +3,784 | New |
| First Foundation Advisors | 3,797 | $220.1K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 3,800 | $220.2K | 0.06% | −6,100−61.6% | Reduced |
| Full Sail Capital, LLC | 3,804 | $220.5K | 0.02% | +3,804 | New |
| Tompkins Financial Corp | 3,820 | $221.4K | 0.03% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 3,826 | $221.7K | 0.06% | +3,826 | New |
| Newman Dignan & Sheerar, Inc. | 3,830 | $222.0K | 0.06% | −500−11.5% | Reduced |
| Ewa, LLC | 3,623 | $224.2K | 0.10% | +3,623 | New |
| Demars Financial Group, LLC | 3,875 | $224.6K | 0.11% | +3,875 | New |
| First Pacific Financial | 3,879 | $224.8K | 0.06% | −370−8.7% | Reduced |
| Financial Advisory Group | 3,883 | $225.1K | 0.04% | +3,883 | New |
| Summit X, LLC | 3,891 | $225.6K | 0.06% | +3,891 | New |
| Hara Capital LLC | 3,895 | $225.8K | 0.14% | +3,895 | New |
| Peddock Capital Advisors, LLC | 3,905 | $226.3K | 0.06% | +3,905 | New |
| Dark Forest Capital Management LP | 3,911 | $226.7K | 0.04% | +3,911 | New |
| Revolve Wealth Partners, LLC | 3,946 | $228.7K | 0.04% | +3,946 | New |
| M&R Capital Management Inc | 3,954 | $228.8K | 0.06% | −1,255−24.1% | Reduced |
| Holistic Financial Partners | 3,947 | $228.8K | 0.12% | +3,947 | New |
| Sachetta, LLC | 4,654 | $229.1K | 0.11% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 3,953 | $229.1K | 0.20% | −397−9.1% | Reduced |
| Executive Wealth Management, LLC | 3,981 | $229.3K | 0.02% | +3,981 | New |
| 17 Capital Partners, LLC | 3,966 | $229.9K | 0.17% | −750−15.9% | Reduced |
| Centennial Bank | 3,989 | $231.0K | 0.12% | −587−12.8% | Reduced |
| United Bank | 4,000 | $231.8K | 0.03% | +4,000 | New |
| Hurlow Wealth Management Group, Inc. | 4,017 | $232.8K | 0.08% | +4,017 | New |
| Solidarilty Wealth, LLC | 4,023 | $233.2K | 0.07% | +4,023 | New |
| SignalPoint Asset Management, LLC | 4,033 | $233.8K | 0.06% | +4,033 | New |
| Asset Dedication, LLC | 4,052 | $234.0K | 0.02% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 4,038 | $234.0K | 0.08% | +4,038 | New |
| West Financial Advisors, LLC | 4,039 | $234.1K | 0.05% | +2,059+104.0% | Added |
| Moloney Securities Asset Management, LLC | 4,045 | $234.5K | 0.04% | −679−14.4% | Reduced |
| Twin Focus Capital Partners, LLC | 4,047 | $234.6K | 0.04% | +4,047 | New |
| Abacus Planning Group, Inc. | 4,050 | $234.7K | 0.05% | +4,050 | New |
| Brown, Lisle/Cummings, Inc. | 4,052 | $234.9K | 0.08% | −100−2.4% | Reduced |
| Encompass Wealth Advisors, LLC | 4,053 | $234.9K | 0.06% | −924−18.6% | Reduced |
| Investment House LLC | 4,054 | $235.0K | 0.01% | +4,054 | New |
| Prelude Capital Management, LLC | 4,063 | $235.5K | 0.02% | +4,063 | New |
| QVR LLC | 4,066 | $235.7K | 0.04% | +4,066 | New |
| Invenio Wealth Partners LLC | 4,067 | $235.7K | 0.13% | +4,067 | New |
| Centurion Wealth Management LLC | 4,079 | $236.4K | 0.09% | +4,079 | New |
| One Wealth Management Investment & Advisory Services, LLC | 4,079 | $236.4K | 0.10% | +4,079 | New |
| United Community Bank | 4,090 | $237.1K | 0.09% | −45−1.1% | Reduced |
| Financial Security Advisor, Inc. | 4,091 | $237.1K | 0.08% | +13+0.3% | Added |
| Keynote Financial Services LLC | 4,100 | $237.6K | 0.20% | +4,100 | New |
| Ipswich Investment Management Co., Inc. | 4,101 | $237.7K | 0.06% | −1,000−19.6% | Reduced |
| Northwest Investment Counselors, LLC | 4,121 | $238.9K | 0.06% | −1,320−24.3% | Reduced |
| Community Bank, N.A. | 4,125 | $239.0K | 0.03% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 4,125 | $239.1K | 0.20% | +4,125 | New |
| Skyline Advisors, Inc. | 4,132 | $239.5K | 0.11% | −199−4.6% | Reduced |
| Syverson Strege & Co | 4,133 | $239.5K | 0.09% | −1,794−30.3% | Reduced |
| Pinnacle Holdings, LLC | 4,133 | $239.5K | 0.10% | −94−2.2% | Reduced |
| Osterweis Capital Management Inc | 4,141 | $240.0K | 0.01% | −9,755−70.2% | Reduced |
| MinichMacGregor Wealth Management, LLC | 4,168 | $240.1K | 0.06% | 00.0% | Unchanged |
| Tillman Hartley LLC | 4,147 | $240.4K | 0.08% | 00.0% | Unchanged |
| First County Bank | 4,151 | $240.6K | 0.12% | −29−0.7% | Reduced |
| Arden Trust Co | 4,155 | $240.8K | 0.03% | −650−13.5% | Reduced |
| Gould Asset Management LLC | 4,157 | $240.9K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,177 | $242.1K | 0.05% | +66+1.6% | Added |
| James Hambro & Partners | 4,194 | $243.0K | 0.01% | 00.0% | Unchanged |
| Woodstock Corp | 4,205 | $243.7K | 0.03% | −169−3.9% | Reduced |
| Professional Financial Advisors, LLC | 4,208 | $243.9K | 0.07% | +25+0.6% | Added |
| IFG Advisors, LLC | 4,209 | $243.9K | 0.06% | +98+2.4% | Added |
| 1858 Wealth Management, LLC | 4,963 | $244.3K | 0.23% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 4,223 | $244.8K | 0.13% | −2,107−33.3% | Reduced |
| Steward Partners Investment Solutions, LLC | 4,225 | $244.9K | 0.04% | −571−11.9% | Reduced |
| Tradewinds Capital Management, LLC | 4,225 | $244.9K | 0.07% | +3,400+412.1% | Added |
| Fermata Advisors, LLC | 4,229 | $245.1K | 0.06% | −447−9.6% | Reduced |
| WealthTrust Axiom LLC | 4,237 | $245.6K | 0.08% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,242 | $245.8K | 0.02% | +47+1.1% | Added |
| Gradient Capital Advisors, LLC | 4,244 | $246.0K | 0.09% | +17+0.4% | Added |
| X-Square Capital, LLC | 4,142 | $246.0K | 0.12% | −497−10.7% | Reduced |
| Builder Investment Group Inc | 4,250 | $246.3K | 0.07% | −8−0.2% | Reduced |
| WealthPLAN Partners, LLC | 4,253 | $246.5K | 0.03% | +14+0.3% | Added |
| First American Bank | 4,255 | $246.6K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 4,261 | $247.0K | 0.06% | −607−12.5% | Reduced |
| Chesapeake Wealth Management | 4,266 | $247.3K | 0.09% | +26+0.6% | Added |
| Concentrum Wealth Management | 4,271 | $247.6K | 0.11% | +4,271 | New |
| First Personal Financial Services | 4,294 | $248.9K | 0.06% | +881+25.8% | Added |