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 |
|---|---|---|---|---|---|
| Levin Capital Strategies, L.P. | 4,300 | $249.2K | 0.03% | −777−15.3% | Reduced |
| Wealth Group, Ltd. | 4,306 | $250.0K | 0.19% | +4,306 | New |
| Acorn Wealth Advisors, LLC | 4,329 | $250.9K | 0.13% | −225−4.9% | Reduced |
| Concord Asset Management, LLC | 4,330 | $250.9K | 0.07% | +10+0.2% | Added |
| Samalin Investment Counsel, LLC | 4,345 | $251.8K | 0.12% | +22+0.5% | Added |
| First Western Trust Bank | 4,353 | $252.3K | 0.01% | −72−1.6% | Reduced |
| Romano Brothers and Company | 4,353 | $252.3K | 0.03% | 00.0% | Unchanged |
| HC Advisors, LLC | 4,383 | $254.0K | 0.12% | −605−12.1% | Reduced |
| Mirador Capital Partners LP | 4,383 | $254.0K | 0.05% | +157+3.7% | Added |
| Five Oceans Advisors | 4,403 | $255.2K | 0.13% | +17+0.4% | Added |
| Advisor OS, LLC | 4,409 | $255.6K | 0.03% | −2,737−38.3% | Reduced |
| First Citizens Financial Corp | 4,419 | $256.1K | 0.15% | +106+2.5% | Added |
| Private Capital Management LLC | 4,420 | $256.2K | 0.06% | +4,420 | New |
| Laraway Financial Inc | 4,427 | $256.6K | 0.23% | +10.0% | Added |
| Affinity Capital Advisors, LLC | 4,431 | $256.8K | 0.06% | −51−1.1% | Reduced |
| Johnson & White Wealth Management, LLC | 4,436 | $257.0K | 0.19% | −813−15.5% | Reduced |
| Waypoint Capital Advisors, LLC | 4,435 | $257.1K | 0.07% | +148+3.5% | Added |
| Beach Investment Counsel Inc | 5,233 | $258.0K | 0.03% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 4,457 | $258.3K | 0.03% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 4,464 | $258.7K | 0.09% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 4,567 | $258.9K | 0.05% | −497−9.8% | Reduced |
| Mayflower Financial Advisors, LLC | 4,471 | $259.1K | 0.04% | +24+0.5% | Added |
| Amplius Wealth Advisors, LLC | 4,476 | $259.4K | 0.03% | −296−6.2% | Reduced |
| Powers Advisory Group, LLC | 4,482 | $259.8K | 0.15% | −1,047−18.9% | Reduced |
| Amarillo National Bank | 4,485 | $260.0K | 0.05% | −69−1.5% | Reduced |
| Monograph Wealth Advisors, LLC | 4,500 | $260.8K | 0.04% | +4,500 | New |
| Holistic Planning, LLC | 4,543 | $263.3K | 0.20% | −70−1.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,556 | $264.1K | 0.06% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 4,560 | $264.3K | 0.19% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,572 | $265.0K | 0.04% | −103−2.2% | Reduced |
| Ellenbecker Investment Group | 4,576 | $265.3K | 0.06% | +373+8.9% | Added |
| Catalytic Wealth RIA, LLC | 4,599 | $266.6K | 0.05% | +4,599 | New |
| Northeast Financial Consultants Inc | 4,600 | $266.6K | 0.01% | +299+7.0% | Added |
| Community Trust & Investment Co | 4,619 | $267.7K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 4,625 | $268.1K | 0.02% | +4,625 | New |
| Colonial Trust Advisors | 4,634 | $268.6K | 0.03% | −638−12.1% | Reduced |
| New Covenant Trust Company, N.A. | 4,636 | $268.7K | 0.27% | +4,636 | New |
| Prosperity Consulting Group, LLC | 4,644 | $269.2K | 0.03% | +578+14.2% | Added |
| Oak Harbor Wealth Partners, LLC | 4,650 | $269.5K | 0.08% | +4,650 | New |
| Bill Few Associates, Inc. | 4,658 | $270.0K | 0.11% | +23+0.5% | Added |
| Talisman Wealth Advisors LLC | 4,667 | $270.5K | 0.34% | +77+1.7% | Added |
| Avaii Wealth Management, LLC | 4,683 | $271.5K | 0.16% | −376−7.4% | Reduced |
| LRI Investments, LLC | 4,685 | $271.6K | 0.07% | +4,685 | New |
| Belmont Capital, LLC | 4,705 | $272.7K | 0.07% | −4,499−48.9% | Reduced |
| O'Rourke & Company, Inc | 4,717 | $273.0K | 0.16% | +3+0.1% | Added |
| MBL Wealth, LLC | 4,724 | $273.8K | 0.03% | +244+5.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,724 | $273.9K | 0.00% | −112−2.3% | Reduced |
| FinTrust Capital Advisors, LLC | 4,740 | $274.7K | 0.05% | −9,109−65.8% | Reduced |
| Leo Wealth, LLC | 4,747 | $274.7K | 0.03% | +241+5.3% | Added |
| Bank of Hawaii | 4,743 | $274.9K | 0.01% | −671−12.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,746 | $275.1K | 0.03% | +233+5.2% | Added |
| Gilliland Jeter Wealth Management LLC | 4,748 | $275.2K | 0.10% | +4,748 | New |
| Millennium Capital Advisors, LLC | 4,750 | $275.3K | 0.19% | −1,400−22.8% | Reduced |
| Hayek Kallen Investment Management | 4,760 | $276.0K | 0.11% | −100−2.1% | Reduced |
| Klingenstein Fields & Co LP | 4,775 | $276.8K | 0.01% | −1,148−19.4% | Reduced |
| Custom Index Systems, LLC | 4,834 | $280.2K | 0.16% | +4,834 | New |
| Vaughan David Investments LLC | 4,845 | $281.0K | 0.01% | −300−5.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,852 | $281.2K | 0.07% | −59−1.2% | Reduced |
| Girard Partners Ltd. | 4,861 | $281.8K | 0.03% | +378+8.4% | Added |
| Stockman Wealth Management, Inc. | 4,864 | $281.9K | 0.05% | +175+3.7% | Added |
| Consolidated Planning Corp | 4,868 | $282.1K | 0.05% | −399−7.6% | Reduced |
| Verus Capital Partners, LLC | 4,873 | $282.4K | 0.03% | −212−4.2% | Reduced |
| Walker Asset Management, LLC | 4,883 | $283.0K | 0.19% | +27+0.6% | Added |
| Fortis Group Advisors, LLC | 4,889 | $283.4K | 0.05% | +3,649+294.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,894 | $284.0K | 0.13% | −500−9.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,900 | $284.0K | 0.07% | +41+0.8% | Added |
| Willner & Heller, LLC | 4,908 | $284.5K | 0.28% | +30+0.6% | Added |
| Optas, LLC | 4,910 | $284.6K | 0.08% | +83+1.7% | Added |
| Jacobsen Capital Management | 4,921 | $285.2K | 0.13% | +37+0.8% | Added |
| Saxon Interests, Inc. | 4,925 | $285.4K | 0.14% | +87+1.8% | Added |
| Wealth Management Associates, Inc. | 4,807 | $285.5K | 0.13% | −299−5.9% | Reduced |
| Founders Capital Management | 4,942 | $286.4K | 0.19% | −1,871−27.5% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 4,949 | $286.8K | 0.09% | 00.0% | Unchanged |
| GFS Advisors, LLC | 4,948 | $287.0K | 0.05% | −5,260−51.5% | Reduced |
| WoodTrust Financial Corp | 4,947 | $287.0K | 0.05% | +46+0.9% | Added |
| Marino, Stram & Associates LLC | 4,972 | $288.2K | 0.07% | −36−0.7% | Reduced |
| Quantum Financial Advisors, LLC | 4,992 | $289.3K | 0.05% | +4,992 | New |
| Warwick Investment Management, Inc. | 4,994 | $289.4K | 0.07% | +4,994 | New |
| Puzo Michael J | 5,000 | $289.8K | 0.08% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 5,000 | $289.8K | 0.09% | 00.0% | Unchanged |
| Triad Investment Management | 5,000 | $289.8K | 0.35% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,000 | $289.8K | 0.13% | +3,000+150.0% | Added |
| Verity & Verity, LLC | 5,001 | $289.9K | 0.03% | −4,509−47.4% | Reduced |
| Financial Architects, LLC | 5,002 | $289.9K | 0.20% | +5,002 | New |
| Alternative Investment Advisors, LLC. | 5,045 | $290.6K | 0.18% | +3+0.1% | Added |
| Indiana Trust & Investment Management CO | 5,015 | $290.7K | 0.12% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 5,015 | $290.7K | 0.10% | +704+16.3% | Added |
| Cornerstone Wealth Group, LLC | 5,039 | $292.1K | 0.03% | +5,039 | New |
| MKT Advisors LLC | 5,141 | $292.7K | 0.16% | −2,769−35.0% | Reduced |
| Forte Capital LLC | 5,053 | $292.9K | 0.04% | −292−5.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,056 | $293.0K | 0.00% | −6−0.1% | Reduced |
| Check Capital Management Inc | 5,063 | $293.5K | 0.02% | −1,800−26.2% | Reduced |
| CBOE Vest Financial, LLC | 5,070 | $293.9K | 0.01% | +5,070 | New |
| Caldwell Sutter Capital, Inc. | 5,077 | $294.2K | 0.14% | −173−3.3% | Reduced |
| Birch Hill Investment Advisors LLC | 5,079 | $294.4K | 0.01% | +5,079 | New |
| CVA Family Office, LLC | 5,084 | $294.7K | 0.05% | +39+0.8% | Added |
| Bruce G. Allen Investments, LLC | 5,105 | $295.9K | 0.24% | −696−12.0% | Reduced |
| Whalerock Point Partners, LLC | 5,108 | $296.1K | 0.08% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,114 | $296.4K | 0.01% | +5,114 | New |
| Oxford Financial Group Ltd | 5,115 | $296.5K | 0.02% | +354+7.4% | Added |