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 |
|---|---|---|---|---|---|
| Crown Wealth Group, LLC | 7,194 | $417.0K | 0.21% | +1,969+37.7% | Added |
| GYL Financial Synergies, LLC | 7,197 | $417.1K | 0.03% | +2,482+52.6% | Added |
| Cornerstone Advisory, LLC | 7,214 | $418.1K | 0.06% | −861−10.7% | Reduced |
| Alpha Family Trust | 7,220 | $418.5K | 0.25% | 00.0% | Unchanged |
| Heritage Trust Co | 7,222 | $418.6K | 0.06% | −851−10.5% | Reduced |
| Washington Trust Advisors, Inc. | 7,234 | $419.3K | 0.04% | +84+1.2% | Added |
| Valmark Advisers, Inc. | 7,243 | $419.8K | 0.01% | −884−10.9% | Reduced |
| Piscataqua Savings Bank | 7,253 | $420.3K | 0.37% | −242−3.2% | Reduced |
| Lynch & Associates | 7,253 | $420.4K | 0.10% | −25−0.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 7,282 | $422.1K | 0.08% | +115+1.6% | Added |
| First National Bank & Trust Co of Newtown | 7,288 | $422.3K | 0.09% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,290 | $422.5K | 0.05% | −756−9.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 7,292 | $422.6K | 0.05% | +7,292 | New |
| Proficio Capital Partners LLC | 7,259 | $422.7K | 0.05% | +320+4.6% | Added |
| Well Done, LLC | 7,300 | $423.1K | 0.08% | +348+5.0% | Added |
| Delta Investment Management, LLC | 7,320 | $424.3K | 0.10% | 00.0% | Unchanged |
| Bailard, Inc. | 7,321 | $424.3K | 0.01% | −35−0.5% | Reduced |
| Guardian Wealth Advisors, LLC | 7,324 | $424.5K | 0.05% | +901+14.0% | Added |
| Pacifica Capital Investments, LLC | 7,335 | $425.0K | 0.13% | −1,000−12.0% | Reduced |
| TCTC Holdings, LLC | 7,335 | $425.1K | 0.01% | −3,429−31.9% | Reduced |
| First Dallas Securities Inc. | 7,350 | $426.0K | 0.20% | −350−4.5% | Reduced |
| Bridge Creek Capital Management LLC | 7,400 | $428.9K | 0.14% | 00.0% | Unchanged |
| Cowa, LLC | 7,400 | $428.9K | 0.25% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 7,401 | $429.0K | 0.81% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 7,402 | $429.0K | 0.06% | +2,500+51.0% | Added |
| Confluence Wealth Services, Inc. | 7,413 | $429.6K | 0.04% | +808+12.2% | Added |
| Berger Financial Group, Inc | 7,414 | $429.7K | 0.04% | +644+9.5% | Added |
| Agf Management Ltd | 7,463 | $432.6K | 0.00% | −6,893−48.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,495 | $434.4K | 0.17% | +443+6.3% | Added |
| Icapital Wealth LLC | 7,500 | $434.7K | 0.26% | 00.0% | Unchanged |
| Retirement Group, LLC | 7,510 | $435.3K | 0.16% | 00.0% | Unchanged |
| Simmons Bank | 7,511 | $435.3K | 0.03% | −1,494−16.6% | Reduced |
| Ullmann Financial Group, Inc. | 7,589 | $439.9K | 0.07% | +356+4.9% | Added |
| Everpar Advisors LLC | 7,608 | $441.0K | 0.27% | −10,559−58.1% | Reduced |
| Thrive Wealth Management, LLC | 7,618 | $441.5K | 0.09% | +737+10.7% | Added |
| Traynor Capital Management, Inc. | 7,626 | $442.0K | 0.04% | −3,433−31.0% | Reduced |
| Vontobel Asset Management Inc | 7,638 | $442.7K | 0.00% | −1,245−14.0% | Reduced |
| Van Strum & Towne Inc. | 7,639 | $442.8K | 0.16% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 7,656 | $443.7K | 0.13% | +2,672+53.6% | Added |
| Evoke Wealth, LLC | 7,663 | $444.1K | 0.01% | +7,663 | New |
| Catalina Capital Group, LLC | 7,667 | $444.4K | 0.19% | +7,667 | New |
| Blueprint Investment Partners LLC | 7,690 | $445.7K | 0.09% | +1,564+25.5% | Added |
| Ambassador Advisors, LLC | 7,719 | $447.4K | 0.08% | +7,719 | New |
| Ghe, LLC | 7,733 | $448.0K | 0.21% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 7,749 | $449.1K | 0.03% | −400−4.9% | Reduced |
| Doliver Advisors, LP | 7,770 | $450.3K | 0.13% | −739−8.7% | Reduced |
| Sky Investment Group LLC | 7,795 | $451.8K | 0.09% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,818 | $453.1K | 0.01% | +7,818 | New |
| Weil Company, Inc. | 7,823 | $453.4K | 0.18% | +14+0.2% | Added |
| AlphaCore Capital LLC | 7,829 | $453.8K | 0.12% | +275+3.6% | Added |
| Gladstone Institutional Advisory LLC | 7,836 | $454.2K | 0.02% | −952−10.8% | Reduced |
| Titleist Asset Management, LLC | 7,874 | $456.4K | 0.08% | +3,319+72.9% | Added |
| Kathmere Capital Management, LLC | 7,916 | $458.8K | 0.05% | +324+4.3% | Added |
| MCF Advisors LLC | 7,925 | $459.3K | 0.04% | −3,188−28.7% | Reduced |
| Old North State Trust, LLC | 7,934 | $460.0K | 0.39% | +7,934 | New |
| BancFirst Trust & Investment Management | 7,976 | $462.3K | 0.22% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 9,406 | $463.0K | 0.71% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 7,996 | $463.4K | 0.20% | +7,996 | New |
| Americana Partners, LLC | 8,001 | $463.7K | 0.04% | −5,992−42.8% | Reduced |
| Campion Asset Management LLC | 8,005 | $464.0K | 0.36% | −160−2.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,056 | $466.9K | 0.04% | +59+0.7% | Added |
| Monetary Management Group Inc | 8,065 | $467.4K | 0.13% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 8,094 | $469.1K | 0.06% | +2,501+44.7% | Added |
| Beta Wealth Group, Inc. | 8,128 | $471.2K | 0.23% | −1,183−12.7% | Reduced |
| Cutler Investment Counsel LLC | 8,136 | $471.6K | 0.06% | −825−9.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,170 | $473.5K | 0.28% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 8,174 | $473.8K | 0.04% | +1,961+31.6% | Added |
| Bristlecone Advisors, LLC | 8,198 | $475.2K | 0.04% | −2,936−26.4% | Reduced |
| Lakeside Advisors, INC. | 8,200 | $475.3K | 0.30% | −200−2.4% | Reduced |
| Raleigh Capital Management Inc. | 8,231 | $477.1K | 0.21% | +1,944+30.9% | Added |
| West Branch Capital LLC | 8,238 | $477.5K | 0.19% | +656+8.7% | Added |
| STAR Financial Bank | 8,257 | $478.6K | 0.41% | 00.0% | Unchanged |
| Wealth Architects, LLC | 8,284 | $480.1K | 0.06% | +72+0.9% | Added |
| Sippican Capital Advisors | 8,293 | $480.7K | 0.37% | −6,940−45.6% | Reduced |
| Humankind Investments LLC | 8,317 | $482.1K | 0.13% | −876−9.5% | Reduced |
| Pin Oak Investment Advisors Inc | 8,329 | $483.0K | 0.46% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,382 | $485.8K | 0.05% | +557+7.1% | Added |
| Meeder Asset Management Inc | 8,426 | $488.4K | 0.03% | +1,126+15.4% | Added |
| Intrust Bank NA | 8,531 | $494.5K | 0.05% | +17+0.2% | Added |
| Aull & Monroe Investment Management Corp | 8,544 | $495.2K | 0.23% | −1,473−14.7% | Reduced |
| First National Bank | 8,556 | $495.9K | 0.38% | +62+0.7% | Added |
| Weaver Consulting Group | 8,578 | $497.2K | 0.18% | +3,270+61.6% | Added |
| Mosaic Financial Group, LLC | 8,625 | $500.0K | 0.40% | +8,625 | New |
| Legacy Advisors, LLC | 8,633 | $500.4K | 0.06% | +857+11.0% | Added |
| Fort Point Capital Partners LLC | 8,684 | $503.3K | 0.07% | −695−7.4% | Reduced |
| SNS Financial Group, LLC | 8,686 | $503.4K | 0.06% | +29+0.3% | Added |
| Bray Capital Advisors | 8,697 | $504.1K | 0.13% | +5+0.1% | Added |
| Summa Corp. | 8,700 | $504.3K | 0.28% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,701 | $504.3K | 0.08% | −33−0.4% | Reduced |
| Biltmore Family Office, LLC | 8,704 | $504.5K | 0.10% | 00.0% | Unchanged |
| Davis R M Inc | 8,715 | $505.1K | 0.01% | −121−1.4% | Reduced |
| Financial Advisory Service, Inc. | 8,727 | $505.8K | 0.04% | −657−7.0% | Reduced |
| Western Pacific Wealth Management, LP | 8,734 | $506.2K | 0.37% | +1,467+20.2% | Added |
| Northeast Investment Management | 8,735 | $506.3K | 0.02% | 00.0% | Unchanged |
| Spinnaker Trust | 8,744 | $506.8K | 0.03% | +354+4.2% | Added |
| Hudock, Inc. | 8,760 | $507.8K | 0.11% | +10.0% | Added |
| Summit Financial, LLC | 8,794 | $509.7K | 0.03% | −2,156−19.7% | Reduced |
| Marietta Investment Partners LLC | 8,800 | $510.0K | 0.11% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 8,843 | $512.5K | 0.04% | +6,885+351.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $514.3K | 0.21% | 00.0% | Unchanged |