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 |
|---|---|---|---|---|---|
| Islay Capital Management, LLC | 25,290 | $1.47M | 1.09% | −125−0.5% | Reduced |
| LJI Wealth Management, LLC | 25,159 | $1.46M | 0.38% | −561−2.2% | Reduced |
| Aspire Private Capital, LLC | 25,153 | $1.46M | 0.38% | +2,114+9.2% | Added |
| London Co of Virginia | 25,087 | $1.45M | 0.01% | −26,158−51.0% | Reduced |
| Lake Street Advisors Group, LLC | 24,921 | $1.44M | 0.07% | +2,827+12.8% | Added |
| GAMMA Investing LLC | 24,741 | $1.43M | 0.29% | +4,216+20.5% | Added |
| Tealwood Asset Management Inc | 24,730 | $1.43M | 0.65% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 24,585 | $1.42M | 0.16% | −1,122−4.4% | Reduced |
| Cadinha & Co LLC | 24,572 | $1.42M | 0.24% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 24,564 | $1.42M | 0.14% | −328−1.3% | Reduced |
| OneAscent Financial Services LLC | 24,549 | $1.42M | 0.16% | −497−2.0% | Reduced |
| Coastal Investment Advisors, Inc. | 24,515 | $1.42M | 0.29% | −1,340−5.2% | Reduced |
| Congress Wealth Management LLC | 24,512 | $1.42M | 0.02% | +1,796+7.9% | Added |
| GHP Investment Advisors, Inc. | 24,488 | $1.42M | 0.07% | +571+2.4% | Added |
| First Horizon Advisors, Inc. | 24,475 | $1.42M | 0.04% | +748+3.2% | Added |
| PCJ Investment Counsel Ltd. | 24,360 | $1.41M | 0.47% | −640−2.6% | Reduced |
| Thomasville National Bank | 24,256 | $1.41M | 0.12% | −1,038−4.1% | Reduced |
| Modera Wealth Management, LLC | 24,237 | $1.40M | 0.02% | +356+1.5% | Added |
| Leavell Investment Management, Inc. | 24,079 | $1.40M | 0.08% | +490+2.1% | Added |
| Pinnacle Bancorp, Inc. | 24,036 | $1.39M | 0.41% | −104−0.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 23,943 | $1.39M | 0.08% | −3,000−11.1% | Reduced |
| RIA Advisory Group LLC | 23,930 | $1.39M | 0.56% | +23,930 | New |
| Insight Advisors, LLC | 23,922 | $1.39M | 0.27% | +75+0.3% | Added |
| ASB Consultores, LLC | 23,901 | $1.39M | 0.36% | +23,901 | New |
| Balentine LLC | 23,855 | $1.38M | 0.04% | +4,068+20.6% | Added |
| FDx Advisors, Inc. | 23,805 | $1.38M | 0.21% | −47,899−66.8% | Reduced |
| Trust Co of Toledo NA | 23,740 | $1.38M | 0.22% | −1,845−7.2% | Reduced |
| Laurel Wealth Advisors LLC | 23,727 | $1.38M | 0.24% | +423+1.8% | Added |
| Sweeney & Michel, LLC | 22,166 | $1.37M | 0.61% | +22,166 | New |
| NBC Securities, Inc. | 23,592 | $1.37M | 0.13% | −452−1.9% | Reduced |
| First City Capital Management, Inc. | 23,526 | $1.36M | 0.76% | +162+0.7% | Added |
| Degroof Petercam Asset Management | 23,500 | $1.36M | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 23,485 | $1.36M | 0.06% | +687+3.0% | Added |
| Great Valley Advisor Group, Inc. | 23,437 | $1.36M | 0.04% | +822+3.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 23,373 | $1.35M | 0.49% | +3,084+15.2% | Added |
| Bartlett & Co. Wealth Management LLC | 23,333 | $1.35M | 0.02% | −1,223−5.0% | Reduced |
| Argus Investors' Counsel, Inc. | 23,286 | $1.35M | 0.83% | −92−0.4% | Reduced |
| Sherbrooke Park Advisers LLC | 23,265 | $1.35M | 0.26% | +13,331+134.2% | Added |
| Delap Wealth Advisory, LLC | 23,218 | $1.35M | 0.54% | −14,196−37.9% | Reduced |
| Washington Trust Co | 23,143 | $1.34M | 0.05% | +14+0.1% | Added |
| Rossmore Private Capital | 22,975 | $1.33M | 0.17% | +501+2.2% | Added |
| GTS Securities LLC | 22,954 | $1.33M | 0.04% | −129,514−84.9% | Reduced |
| Group One Trading, L.P. | 22,932 | $1.33M | 0.05% | −588,139−96.2% | Reduced |
| Duality Advisers, LP | 22,927 | $1.33M | 0.13% | −83,350−78.4% | Reduced |
| Davidson Trust Co | 22,885 | $1.33M | 0.77% | −900−3.8% | Reduced |
| Baker Avenue Asset Management, LP | 22,836 | $1.32M | 0.05% | −4,296−15.8% | Reduced |
| Drive Wealth Management, LLC | 22,786 | $1.32M | 0.37% | −993−4.2% | Reduced |
| Buffington Mohr McNeal | 22,783 | $1.32M | 0.24% | −1,500−6.2% | Reduced |
| Sunbelt Securities, Inc. | 22,695 | $1.32M | 0.15% | −763−3.3% | Reduced |
| Great Lakes Retirement, Inc. | 22,683 | $1.31M | 0.19% | −92−0.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 22,670 | $1.31M | 0.51% | −1,200−5.0% | Reduced |
| Fisher Asset Management, LLC | 22,636 | $1.31M | 0.00% | +1,736+8.3% | Added |
| Pflug Koory, LLC | 22,554 | $1.31M | 0.64% | 00.0% | Unchanged |
| Westmount Partners, LLC | 22,475 | $1.30M | 0.47% | +112+0.5% | Added |
| Citadel Investment Advisory, Inc. | 22,436 | $1.30M | 0.73% | −2,250−9.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 22,396 | $1.30M | 0.10% | −1,278−5.4% | Reduced |
| One Capital Management, LLC | 22,378 | $1.30M | 0.05% | −13,890−38.3% | Reduced |
| Martin & Co Inc | 22,304 | $1.29M | 0.32% | −786−3.4% | Reduced |
| Soltis Investment Advisors LLC | 22,253 | $1.29M | 0.14% | −343−1.5% | Reduced |
| Louisbourg Investments Inc. | 29,244 | $1.29M | 0.36% | −78−0.3% | Reduced |
| Private Trust Co NA | 22,164 | $1.28M | 0.14% | −254−1.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 22,103 | $1.28M | 0.32% | −902−3.9% | Reduced |
| Cetera Trust Company, N.A | 22,078 | $1.28M | 0.77% | −200−0.9% | Reduced |
| Jarislowsky, Fraser Ltd | 22,070 | $1.28M | 0.01% | −8,560−27.9% | Reduced |
| Wunderlich Capital Managemnt | 22,046 | $1.28M | 0.58% | −968−4.2% | Reduced |
| BNP Paribas | 22,000 | $1.28M | 0.06% | +22,000 | New |
| Jaffetilchin Investment Partners, LLC | 21,996 | $1.27M | 0.11% | +137+0.6% | Added |
| Ruffer LLP | 22,000 | $1.27M | 0.05% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 21,820 | $1.26M | 0.62% | +2,800+14.7% | Added |
| Sawyer & Company, Inc | 21,775 | $1.26M | 0.50% | −335−1.5% | Reduced |
| Clarius Group, LLC | 21,759 | $1.26M | 0.09% | −3,140−12.6% | Reduced |
| Massmutual Trust Co FSB | 21,756 | $1.26M | 0.04% | +266+1.2% | Added |
| Unique Wealth Strategies, LLC | 21,712 | $1.26M | 0.62% | +3,055+16.4% | Added |
| Wealthspire Advisors, LLC | 21,629 | $1.25M | 0.02% | −19,181−47.0% | Reduced |
| Retireful, LLC | 21,623 | $1.25M | 0.52% | +21,623 | New |
| Independent Financial Group, LLC | 21,535 | $1.25M | 0.06% | −1,262−5.5% | Reduced |
| Aptus Capital Advisors, LLC | 21,533 | $1.25M | 0.03% | +5,043+30.6% | Added |
| Spire Wealth Management | 21,373 | $1.24M | 0.03% | +1,248+6.2% | Added |
| Seneca Financial Advisors LLC | 21,273 | $1.23M | 0.66% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 21,230 | $1.23M | 0.04% | −672−3.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 21,102 | $1.22M | 0.14% | −406−1.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 21,000 | $1.22M | 0.20% | +2,590+14.1% | Added |
| Affinity Investment Advisors, LLC | 20,992 | $1.22M | 0.89% | −859−3.9% | Reduced |
| BBR Partners, LLC | 20,975 | $1.22M | 0.10% | +9,310+79.8% | Added |
| Lazari Capital Management, Inc. | 20,938 | $1.21M | 0.66% | −1,866−8.2% | Reduced |
| Kennedy Investment Group | 20,905 | $1.21M | 0.65% | −11−0.1% | Reduced |
| IHT Wealth Management, LLC | 20,846 | $1.21M | 0.05% | +1,397+7.2% | Added |
| Sentry Investment Management LLC | 20,840 | $1.21M | 0.47% | +6,287+43.2% | Added |
| Fort Sheridan Advisors LLC | 20,745 | $1.20M | 0.23% | −9,040−30.4% | Reduced |
| First Bank & Trust | 20,732 | $1.20M | 0.25% | −3,230−13.5% | Reduced |
| Papp L Roy & Associates | 20,633 | $1.20M | 0.14% | +15,066+270.6% | Added |
| Excalibur Management Corp | 20,571 | $1.19M | 0.50% | +80+0.4% | Added |
| London & Capital Asset Management Ltd | 20,556 | $1.19M | 0.09% | +89+0.4% | Added |
| Courier Capital LLC | 20,541 | $1.19M | 0.09% | −748−3.5% | Reduced |
| Sepio Capital, LP | 20,527 | $1.19M | 0.10% | −845−4.0% | Reduced |
| HBK Sorce Advisory LLC | 20,483 | $1.19M | 0.04% | −58−0.3% | Reduced |
| Apella Capital, LLC | 20,608 | $1.19M | 0.06% | +160+0.8% | Added |
| Miracle Mile Advisors, LLC | 20,454 | $1.19M | 0.03% | +235+1.2% | Added |
| Mutual Advisors, LLC | 20,431 | $1.18M | 0.04% | +3,594+21.3% | Added |
| Essex Financial Services, Inc. | 20,390 | $1.18M | 0.11% | +1,771+9.5% | Added |