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 |
|---|---|---|---|---|---|
| Burt Wealth Advisors | 5,117 | $296.6K | 0.08% | 00.0% | Unchanged |
| New Republic Capital, LLC | 5,121 | $296.8K | 0.19% | −1,778−25.8% | Reduced |
| Annex Advisory Services, LLC | 5,142 | $298.0K | 0.01% | +5,142 | New |
| Pegasus Partners Ltd. | 5,154 | $298.7K | 0.03% | +287+5.9% | Added |
| Chapin Davis, Inc. | 5,160 | $299.1K | 0.11% | −262−4.8% | Reduced |
| Matrix Private Capital Group LLC | 5,171 | $299.7K | 0.20% | +13+0.3% | Added |
| Narus Financial Partners, LLC | 5,173 | $299.8K | 0.13% | +28+0.5% | Added |
| Salomon & Ludwin, LLC | 5,181 | $300.3K | 0.03% | −68−1.3% | Reduced |
| BluePath Capital Management, LLC | 5,182 | $300.3K | 0.23% | +5,182 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,184 | $300.4K | 0.08% | +791+18.0% | Added |
| Pine Valley Investments Ltd Liability Co | 5,186 | $300.6K | 0.02% | −2,710−34.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,926 | $301.0K | 0.00% | −1,710−25.8% | Reduced |
| Legacy Private Trust Co. | 5,205 | $301.7K | 0.02% | −945−15.4% | Reduced |
| Boston Mountain Money Management Inc | 5,210 | $302.0K | 0.21% | +5,210 | New |
| Crewe Advisors LLC | 5,211 | $302.0K | 0.04% | +5,211 | New |
| Magnus Financial Group LLC | 5,216 | $302.3K | 0.04% | −101−1.9% | Reduced |
| Advisory Alpha, LLC | 5,220 | $302.6K | 0.01% | +89+1.7% | Added |
| Guardian Wealth Management, Inc. | 5,224 | $302.8K | 0.23% | −265−4.8% | Reduced |
| Ellevest, Inc. | 5,237 | $303.5K | 0.02% | +5,237 | New |
| Redhawk Wealth Advisors, Inc. | 5,239 | $303.7K | 0.05% | +17+0.3% | Added |
| Brave Warrior Advisors, LLC | 5,250 | $304.3K | 0.01% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 5,268 | $305.3K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 5,272 | $305.6K | 0.04% | +357+7.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,272 | $305.6K | 0.06% | −625−10.6% | Reduced |
| Constitution Capital LLC | 5,300 | $307.2K | 0.17% | 00.0% | Unchanged |
| Raelipskie Partnership | 5,300 | $307.2K | 0.18% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 5,312 | $307.9K | 0.25% | +725+15.8% | Added |
| Mosaic Family Wealth Partners, LLC | 5,317 | $308.1K | 0.05% | −12−0.2% | Reduced |
| Hohimer Wealth Management, LLC | 5,323 | $308.5K | 0.07% | +5,323 | New |
| First Command Advisory Services, Inc. | 4,752 | $308.9K | 0.00% | +103+2.2% | Added |
| Howe & Rusling Inc | 5,339 | $309.4K | 0.03% | −991−15.7% | Reduced |
| CFO4Life Group, LLC | 5,342 | $309.6K | 0.06% | +110+2.1% | Added |
| Hardy Reed LLC | 5,349 | $310.0K | 0.04% | +36+0.7% | Added |
| Portfolio Strategies, Inc. | 5,349 | $310.0K | 0.02% | +5,349 | New |
| Security National Bank of So Dak | 5,357 | $310.5K | 0.19% | −1,867−25.8% | Reduced |
| Alaethes Wealth LLC | 5,363 | $310.8K | 0.14% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,364 | $310.9K | 0.05% | +237+4.6% | Added |
| Guyasuta Investment Advisors Inc | 6,331 | $311.6K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,390 | $312.4K | 0.05% | +5,390 | New |
| Bridgewealth Advisory Group, LLC | 5,393 | $312.6K | 0.15% | +10.0% | Added |
| Charter Trust Co | 5,412 | $313.7K | 0.02% | +5,412 | New |
| Denver Wealth Management, Inc. | 5,420 | $314.1K | 0.16% | −77−1.4% | Reduced |
| Encompass More Asset Management | 5,424 | $314.4K | 0.26% | +5,424 | New |
| McAdam, LLC | 5,431 | $314.8K | 0.02% | +463+9.3% | Added |
| Advus Financial Partners, LLC | 5,440 | $315.3K | 0.10% | −79−1.4% | Reduced |
| Duncker Streett & Co Inc | 5,442 | $315.4K | 0.06% | −588−9.8% | Reduced |
| Weinberger Asset Management, Inc | 5,442 | $315.4K | 0.15% | +27+0.5% | Added |
| Howard Capital Management Group, LLC | 5,450 | $315.9K | 0.02% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 5,457 | $316.3K | 0.34% | 00.0% | Unchanged |
| Callan Capital, LLC | 5,462 | $316.6K | 0.03% | +5,462 | New |
| Occidental Asset Management, LLC | 5,470 | $317.0K | 0.06% | −2,572−32.0% | Reduced |
| JJJ Advisors Inc. | 5,484 | $317.9K | 0.07% | +52+1.0% | Added |
| Blue Barn Wealth, LLC | 5,497 | $318.6K | 0.18% | −3,368−38.0% | Reduced |
| Nexus Investment Management ULC | 5,500 | $318.8K | 0.03% | −1,000−15.4% | Reduced |
| Baron Wealth Management LLC | 5,507 | $319.2K | 0.17% | −1,091−16.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,534 | $320.8K | 0.05% | +5,534 | New |
| Silverlake Wealth Management LLC | 5,580 | $323.4K | 0.16% | −25−0.4% | Reduced |
| Detalus Advisors, LLC | 5,600 | $324.6K | 0.12% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,620 | $325.7K | 0.17% | −231−3.9% | Reduced |
| Nwam LLC | 5,454 | $326.9K | 0.03% | −203−3.6% | Reduced |
| HHM Wealth Advisors, LLC | 5,645 | $327.2K | 0.05% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 5,647 | $327.3K | 0.11% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 5,660 | $328.1K | 0.21% | −1,195−17.4% | Reduced |
| Cooper Financial Group | 5,670 | $328.6K | 0.05% | +5,670 | New |
| Penserra Capital Management LLC | 5,693 | $329.0K | 0.00% | −16,520−74.4% | Reduced |
| Ballast, Inc. | 5,690 | $329.8K | 0.10% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5,694 | $330.0K | 0.22% | +298+5.5% | Added |
| Burke & Herbert Bank & Trust Co | 5,697 | $330.2K | 0.25% | −2,331−29.0% | Reduced |
| Aprio Wealth Management, LLC | 5,710 | $330.9K | 0.06% | +696+13.9% | Added |
| Credential Qtrade Securities Inc. | 5,715 | $331.2K | 0.02% | −117−2.0% | Reduced |
| Parsons Capital Management Inc | 5,754 | $333.5K | 0.02% | +53+0.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,757 | $334.0K | 3.04% | −39,323−87.2% | Reduced |
| Narwhal Capital Management | 5,768 | $334.3K | 0.03% | −16,746−74.4% | Reduced |
| MSH Capital Advisors LLC | 5,770 | $334.4K | 0.12% | +112+2.0% | Added |
| Addison Capital Co | 5,784 | $335.2K | 0.17% | −3,127−35.1% | Reduced |
| Koss-Olinger Consulting, LLC | 5,800 | $336.2K | 0.18% | −41,248−87.7% | Reduced |
| Ayrshire Capital Management LLC | 5,800 | $336.2K | 0.18% | −1,710−22.8% | Reduced |
| Trustmark National Bank Trust Department | 5,807 | $336.6K | 0.03% | +324+5.9% | Added |
| Zullo Investment Group, Inc. | 5,808 | $336.6K | 0.16% | −1,355−18.9% | Reduced |
| Smithfield Trust Co | 5,828 | $337.0K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 5,822 | $337.4K | 0.01% | +116+2.0% | Added |
| Summit Global Investments | 5,825 | $338.0K | 0.03% | −211−3.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,849 | $339.0K | 0.06% | +222+3.9% | Added |
| Investment Advisory Group, LLC | 5,862 | $339.8K | 0.14% | +15+0.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,889 | $341.3K | 0.09% | +710+13.7% | Added |
| Strategic Blueprint, LLC | 5,893 | $341.6K | 0.02% | +291+5.2% | Added |
| Pioneer Trust Bank N A | 5,900 | $342.0K | 0.10% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 5,902 | $342.1K | 0.07% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 5,914 | $342.8K | 0.12% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 5,920 | $343.1K | 0.04% | −475−7.4% | Reduced |
| Atwood & Palmer Inc | 5,925 | $343.4K | 0.03% | −3,523−37.3% | Reduced |
| M3 Advisory Group, LLC | 5,928 | $343.6K | 0.31% | +26+0.4% | Added |
| Silvia McColl Wealth Management, LLC | 6,039 | $343.8K | 0.29% | +20.0% | Added |
| Financial Advocates Investment Management | 5,939 | $344.2K | 0.02% | −536−8.3% | Reduced |
| SPC Financial, Inc. | 5,956 | $345.2K | 0.03% | +157+2.7% | Added |
| Angeles Investment Advisors, LLC | 5,962 | $345.6K | 0.02% | +620+11.6% | Added |
| Kesler, Norman & Wride, LLC | 5,978 | $346.5K | 0.07% | +21+0.4% | Added |
| Fenimore Asset Management Inc | 6,000 | $347.8K | 0.01% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 6,000 | $347.8K | 0.37% | 00.0% | Unchanged |
| Diversified, LLC | 6,020 | $348.9K | 0.05% | −20.0% | Reduced |