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 |
|---|---|---|---|---|---|
| Spectrum Wealth Counsel, LLC | 8,885 | $515.0K | 0.06% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 8,892 | $515.0K | 0.15% | −1,356−13.2% | Reduced |
| Lauterbach Financial Advisors, LLC | 8,895 | $515.6K | 0.34% | +809+10.0% | Added |
| Tucker Asset Management LLC | 8,919 | $517.0K | 0.12% | +1,489+20.0% | Added |
| Triumph Capital Management | 8,988 | $517.8K | 0.21% | −6,852−43.3% | Reduced |
| Monticello Wealth Management, LLC | 8,981 | $520.6K | 0.05% | −1,241−12.1% | Reduced |
| XTX Topco Ltd | 8,988 | $520.9K | 0.07% | +1,209+15.5% | Added |
| WealthPlan Investment Management, LLC | 8,995 | $521.3K | 0.08% | −1,142−11.3% | Reduced |
| Cim Investment Mangement Inc | 9,029 | $523.3K | 0.16% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 9,032 | $523.5K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 9,033 | $523.5K | 0.05% | +1,136+14.4% | Added |
| Westover Capital Advisors, LLC | 9,047 | $524.4K | 0.15% | +3,931+76.8% | Added |
| Integral Investment Advisors, Inc. | 9,132 | $526.1K | 0.22% | +4,676+104.9% | Added |
| Financial Engines Advisors L.L.C. | 9,083 | $526.4K | 0.00% | −754−7.7% | Reduced |
| Fairview Capital Investment Management, LLC | 9,105 | $527.7K | 0.03% | −12−0.1% | Reduced |
| Front Street Capital Management, Inc. | 9,111 | $528.0K | 0.10% | −175−1.9% | Reduced |
| Altfest L J & Co Inc | 9,113 | $528.0K | 0.08% | +587+6.9% | Added |
| Cahill Financial Advisors Inc | 9,134 | $529.4K | 0.07% | +373+4.3% | Added |
| Centiva Capital, LP | 9,170 | $531.5K | 0.03% | −21,935−70.5% | Reduced |
| Aviance Capital Partners, LLC | 9,200 | $533.2K | 0.08% | +9,200 | New |
| Onefund, LLC | 9,262 | $533.6K | 0.64% | −343−3.6% | Reduced |
| LVW Advisors, LLC | 9,210 | $533.8K | 0.09% | +58+0.6% | Added |
| Advisors Management Group Inc | 9,210 | $534.0K | 0.13% | −10−0.1% | Reduced |
| Royal Fund Management, LLC | 9,216 | $534.2K | 0.06% | +41+0.4% | Added |
| Fundamentun, LLC | 9,226 | $534.7K | 0.05% | +9,226 | New |
| Manchester Capital Management LLC | 9,240 | $535.5K | 0.07% | −6−0.1% | Reduced |
| Prentice Wealth Management LLC | 9,242 | $535.7K | 0.19% | +626+7.3% | Added |
| Hodges Capital Management Inc. | 9,275 | $538.0K | 0.03% | −1,050−10.2% | Reduced |
| Change Path, LLC | 9,278 | $538.0K | 0.02% | +4,560+96.7% | Added |
| Eagle Strategies LLC | 9,293 | $538.6K | 0.12% | +9,293 | New |
| Linscomb & Williams, Inc. | 9,304 | $539.3K | 0.03% | −160−1.7% | Reduced |
| Texas Capital Bancshares Inc | 9,317 | $540.0K | 0.24% | +153+1.7% | Added |
| Harbor Investment Advisory, LLC | 9,331 | $540.8K | 0.06% | +248+2.7% | Added |
| KG&L Capital Management,LLC | 10,617 | $543.6K | 0.22% | −2,112−16.6% | Reduced |
| West Bancorporation Inc | 9,450 | $547.7K | 0.36% | −100−1.0% | Reduced |
| West Family Investments, Inc. | 9,495 | $550.3K | 0.17% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 9,514 | $551.4K | 0.12% | +513+5.7% | Added |
| McCarthy Asset Management, Inc. | 9,520 | $551.8K | 0.34% | −681−6.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,537 | $552.8K | 0.38% | +3,037+46.7% | Added |
| Monarch Capital Management Inc | 9,555 | $553.8K | 0.16% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 9,580 | $555.0K | 0.28% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,595 | $556.1K | 0.12% | 00.0% | Unchanged |
| Verum Partners LLC | 9,626 | $557.9K | 0.20% | −747−7.2% | Reduced |
| Royal Capital Wealth Management, LLC | 9,675 | $560.7K | 0.44% | +13+0.1% | Added |
| SilverOak Wealth Management LLC | 9,695 | $561.9K | 0.14% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 9,725 | $564.0K | 0.22% | −338−3.4% | Reduced |
| Zions Bancorporation, N.A. | 9,734 | $564.2K | 0.04% | −2,183−18.3% | Reduced |
| Concord Wealth Partners | 9,774 | $566.5K | 0.10% | −3,192−24.6% | Reduced |
| Iron Horse Wealth Management, LLC | 9,780 | $566.8K | 0.22% | −225−2.2% | Reduced |
| Keystone Financial Group | 9,784 | $567.1K | 0.08% | +888+10.0% | Added |
| RB Capital Management, LLC | 9,809 | $568.5K | 0.15% | +1,444+17.3% | Added |
| Catalyst Financial Partners LLC | 9,955 | $569.2K | 0.15% | +1,071+12.1% | Added |
| Bedel Financial Consulting, Inc. | 9,838 | $570.2K | 0.09% | +19+0.2% | Added |
| Monument Capital Management | 9,866 | $571.8K | 0.16% | −153−1.5% | Reduced |
| Alta Advisers Ltd | 9,900 | $573.8K | 0.28% | 00.0% | Unchanged |
| Sapient Capital LLC | 9,937 | $575.9K | 0.01% | −1,771−15.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,960 | $577.3K | 0.02% | +2,495+33.4% | Added |
| Koshinski Asset Management, Inc. | 9,963 | $577.4K | 0.06% | +9,963 | New |
| Zuckerman Investment Group, LLC | 9,968 | $577.7K | 0.07% | +9,968 | New |
| Canandaigua National Bank & Trust Co | 9,994 | $579.3K | 0.09% | −1,068−9.7% | Reduced |
| Par Capital Management Inc | 10,000 | $579.6K | 0.02% | +10,000 | New |
| Beaton Management Co. Inc. | 10,000 | $580.0K | 0.32% | −400−3.8% | Reduced |
| Appleton Partners Inc | 10,020 | $581.0K | 0.05% | −5,896−37.0% | Reduced |
| Marshall Wace, LLP | 10,027 | $581.2K | 0.00% | −828,468−98.8% | Reduced |
| Athena Investment Management | 10,090 | $584.8K | 0.35% | −40−0.4% | Reduced |
| Journey Strategic Wealth LLC | 10,129 | $587.1K | 0.03% | +2,936+40.8% | Added |
| South State Corp. | 10,143 | $587.9K | 0.05% | −1,091−9.7% | Reduced |
| Webster Bank, N. A. | 10,153 | $588.5K | 0.07% | +202+2.0% | Added |
| Sheets Smith Wealth Management | 10,172 | $589.6K | 0.07% | +22+0.2% | Added |
| Quadcap Wealth Management, LLC | 10,202 | $591.3K | 0.13% | −1,501−12.8% | Reduced |
| Everhart Financial Group, Inc. | 10,220 | $592.4K | 0.17% | +1,922+23.2% | Added |
| Smartleaf Asset Management LLC | 10,298 | $593.3K | 0.11% | +5,363+108.7% | Added |
| Stephenson National Bank & Trust | 10,248 | $594.0K | 0.20% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 10,304 | $597.2K | 0.41% | −182−1.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,328 | $598.6K | 0.09% | −1,252−10.8% | Reduced |
| CIC Wealth, LLC | 10,344 | $599.6K | 0.17% | −469−4.3% | Reduced |
| Institute for Wealth Management, LLC. | 10,393 | $602.4K | 0.08% | +6+0.1% | Added |
| Hancock Whitney Corp | 10,410 | $603.4K | 0.02% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 10,423 | $604.1K | 0.15% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10,459 | $606.2K | 0.25% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 10,468 | $606.7K | 0.26% | −1,172−10.1% | Reduced |
| Tarbox Family Office, Inc. | 10,472 | $607.0K | 0.11% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 10,474 | $607.0K | 0.46% | −1,476−12.4% | Reduced |
| Childress Capital Advisors, LLC | 10,480 | $607.4K | 0.18% | +833+8.6% | Added |
| Osborne Partners Capital Management, LLC | 10,501 | $608.6K | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 10,516 | $609.5K | 0.03% | −1,345−11.3% | Reduced |
| LGT Financial Advisors LLC | 10,532 | $610.4K | 0.71% | 00.0% | Unchanged |
| Quent Capital, LLC | 10,534 | $610.6K | 0.07% | −331−3.0% | Reduced |
| Sandy Spring Bank | 10,537 | $610.7K | 0.03% | −4,282−28.9% | Reduced |
| Jacobs & Co | 10,557 | $611.0K | 0.06% | −1,600−13.2% | Reduced |
| Private Portfolio Partners LLC | 10,548 | $611.3K | 0.13% | −169−1.6% | Reduced |
| Coastal Bridge Advisors, LLC | 10,552 | $611.6K | 0.14% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,558 | $611.9K | 0.01% | +4,043+62.1% | Added |
| Hikari Tsushin, Inc. | 10,631 | $616.2K | 0.05% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 10,658 | $617.7K | 0.42% | −866−7.5% | Reduced |
| Montecito Bank & Trust | 10,705 | $620.5K | 0.12% | −1,962−15.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 10,706 | $620.5K | 0.16% | −3,415−24.2% | Reduced |
| Mechanics Bank Trust Department | 10,738 | $622.4K | 0.09% | 00.0% | Unchanged |
| Aviso Wealth Management | 10,768 | $624.1K | 0.39% | −181−1.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,787 | $625.2K | 0.18% | +20.0% | Added |