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
- 2,204
- +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
- 971 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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 20,442 | $1.18M | 0.51% | −507−2.4% | Reduced |
| Northern Oak Wealth Management Inc | 20,306 | $1.18M | 0.14% | +1,963+10.7% | Added |
| Prudent Man Advisors, LLC | 20,255 | $1.17M | 0.44% | −1,606−7.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 20,221 | $1.17M | 0.28% | +522+2.6% | Added |
| LS Investment Advisors, LLC | 20,213 | $1.17M | 0.19% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20,198 | $1.17M | 0.11% | −305−1.5% | Reduced |
| XML Financial, LLC | 20,189 | $1.17M | 0.12% | −99−0.5% | Reduced |
| Private Wealth Group, LLC | 20,112 | $1.17M | 0.60% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 20,047 | $1.16M | 0.55% | −1,652−7.6% | Reduced |
| E Fund Management Co., Ltd. | 20,003 | $1.16M | 0.07% | +14,272+249.0% | Added |
| Harbor Advisors LLC | 20,000 | $1.16M | 0.21% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 19,542 | $1.16M | 1.30% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 19,939 | $1.16M | 0.27% | −381−1.9% | Reduced |
| Kanawha Capital Management LLC | 19,926 | $1.15M | 0.09% | +1,738+9.6% | Added |
| Castle Rock Wealth Management, LLC | 19,353 | $1.15M | 0.31% | −153−0.8% | Reduced |
| LexAurum Advisors, LLC | 19,847 | $1.15M | 0.29% | −100−0.5% | Reduced |
| CX Institutional | 19,808 | $1.15M | 0.06% | −472−2.3% | Reduced |
| Fox Run Management, L.L.C. | 19,758 | $1.15M | 0.25% | −12,868−39.4% | Reduced |
| Citizens Financial Group Inc | 19,730 | $1.14M | 0.04% | −650−3.2% | Reduced |
| Csenge Advisory Group | 19,728 | $1.14M | 0.06% | −72−0.4% | Reduced |
| Chiron Capital Management, LLC | 19,713 | $1.14M | 1.04% | −10,412−34.6% | Reduced |
| VELA Investment Management, LLC | 19,685 | $1.14M | 0.42% | −1,397−6.6% | Reduced |
| JT Stratford LLC | 19,642 | $1.14M | 0.23% | +5,323+37.2% | Added |
| Ransom Advisory, Ltd | 19,586 | $1.14M | 0.61% | +19,586 | New |
| Leonteq Securities AG | 19,582 | $1.13M | 0.15% | +6,728+52.3% | Added |
| Cito Capital Group, LLC | 19,503 | $1.13M | 0.46% | 00.0% | Unchanged |
| Brookstone Capital Management | 19,476 | $1.13M | 0.02% | +1,263+6.9% | Added |
| Telos Capital Management, Inc. | 19,391 | $1.12M | 0.13% | −1,000−4.9% | Reduced |
| Eisler Capital (UK) Ltd. | 19,317 | $1.12M | 0.14% | −110,898−85.2% | Reduced |
| DMG Group, LLC | 19,273 | $1.12M | 0.97% | +1,007+5.5% | Added |
| American State Bank (Iowa) | 19,204 | $1.11M | 0.75% | −1,793−8.5% | Reduced |
| Capital Investment Advisory Services, LLC | 19,151 | $1.11M | 0.12% | −1,267−6.2% | Reduced |
| Busey Wealth Management | 19,151 | $1.11M | 0.04% | −502−2.6% | Reduced |
| Mengis Capital Management, Inc. | 19,135 | $1.11M | 0.17% | +7,851+69.6% | Added |
| Principle Wealth Partners LLC | 19,081 | $1.11M | 0.09% | +1,303+7.3% | Added |
| Investors Research Corp | 19,013 | $1.10M | 0.26% | −425−2.2% | Reduced |
| L2 Asset Management, LLC | 18,984 | $1.10M | 0.36% | +4,960+35.4% | Added |
| Annandale Capital, LLC | 18,908 | $1.10M | 0.25% | +70.0% | Added |
| AlTi Global, Inc. | 18,876 | $1.09M | 0.03% | +12,171+181.5% | Added |
| Symmetry Partners, LLC | 18,870 | $1.09M | 0.09% | 00.0% | Unchanged |
| Alps Advisors Inc | 18,854 | $1.09M | 0.01% | −7,828−29.3% | Reduced |
| Capstone Investment Advisors, LLC | 18,827 | $1.09M | 0.02% | −60,635−76.3% | Reduced |
| Sentry LLC | 18,784 | $1.09M | 0.21% | 00.0% | Unchanged |
| Syon Capital LLC | 18,770 | $1.09M | 0.10% | +755+4.2% | Added |
| EverSource Wealth Advisors, LLC | 18,322 | $1.09M | 0.09% | −395−2.1% | Reduced |
| Becker Capital Management Inc | 18,675 | $1.08M | 0.04% | +3,237+21.0% | Added |
| Johnson Investment Counsel Inc | 18,651 | $1.08M | 0.01% | −79−0.4% | Reduced |
| First National Trust Co | 18,630 | $1.08M | 0.04% | +397+2.2% | Added |
| Ancora Advisors, LLC | 18,628 | $1.08M | 0.02% | −10,118−35.2% | Reduced |
| Belpointe Asset Management LLC | 18,625 | $1.08M | 0.08% | +5,923+46.6% | Added |
| BLB&B Advisors, LLC | 18,593 | $1.08M | 0.06% | −337−1.8% | Reduced |
| Arete Wealth Advisors, LLC | 18,593 | $1.08M | 0.10% | −1,846−9.0% | Reduced |
| One Wealth Advisors, LLC | 18,586 | $1.08M | 0.19% | +5,481+41.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,518 | $1.07M | 0.62% | −274−1.5% | Reduced |
| GeoWealth Management, LLC | 18,429 | $1.07M | 0.04% | +7,926+75.5% | Added |
| Adviser Investments LLC | 18,429 | $1.07M | 0.01% | −305,589−94.3% | Reduced |
| Quilter Plc | 18,413 | $1.07M | 0.03% | −222−1.2% | Reduced |
| Fidelis Capital Partners, LLC | 18,390 | $1.07M | 0.16% | −5,209−22.1% | Reduced |
| Atomi Financial Group, Inc. | 18,376 | $1.07M | 0.10% | +4,518+32.6% | Added |
| Lodestar Private Asset Management LLC | 18,355 | $1.06M | 0.15% | +891+5.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 18,328 | $1.06M | 0.05% | +3,334+22.2% | Added |
| Retirement Planning Co of New England, Inc. | 18,319 | $1.06M | 0.58% | −18,403−50.1% | Reduced |
| Wolverine Trading, LLC | 18,317 | $1.06M | 0.01% | −382,924−95.4% | Reduced |
| RNC Capital Management LLC | 18,264 | $1.06M | 0.06% | −3,391−15.7% | Reduced |
| LifePlan Financial, LLC | 18,252 | $1.06M | 0.97% | −1,843−9.2% | Reduced |
| Stewart & Patten Co LLC | 18,170 | $1.05M | 0.16% | −350−1.9% | Reduced |
| Palisade Asset Management, LLC | 18,113 | $1.05M | 0.10% | +500+2.8% | Added |
| Regents of the University of California | 18,106 | $1.05M | 0.31% | 00.0% | Unchanged |
| Caldwell Trust Co | 18,023 | $1.04M | 0.12% | −500−2.7% | Reduced |
| Barbara Oil Co. | 18,000 | $1.04M | 0.44% | 00.0% | Unchanged |
| WP Advisors, LLC | 17,995 | $1.04M | 0.34% | +112+0.6% | Added |
| Jacobi Capital Management LLC | 17,954 | $1.04M | 0.10% | +4,517+33.6% | Added |
| Financial Partners Group, LLC | 17,932 | $1.04M | 0.40% | −487−2.6% | Reduced |
| Equitable Trust Co | 17,875 | $1.04M | 0.07% | −581−3.1% | Reduced |
| Cornerstone Wealth Management, LLC | 17,828 | $1.03M | 0.08% | −105−0.6% | Reduced |
| Mirabella Financial Services LLP | 17,770 | $1.03M | 0.08% | +17,770 | New |
| Exencial Wealth Advisors, LLC | 17,768 | $1.03M | 0.04% | +8,296+87.6% | Added |
| StoneX Group Inc. | 17,756 | $1.03M | 0.09% | +6,279+54.7% | Added |
| Gryphon Financial Partners LLC | 17,750 | $1.03M | 0.17% | −8,717−32.9% | Reduced |
| Wharton Business Group, LLC | 17,700 | $1.03M | 0.05% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 17,697 | $1.03M | 0.16% | −2,691−13.2% | Reduced |
| Two Sigma Securities, LLC | 17,652 | $1.02M | 0.05% | −134,067−88.4% | Reduced |
| Summit Financial Group Inc | 17,635 | $1.02M | 0.36% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 17,614 | $1.02M | 0.05% | −67,622−79.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 17,612 | $1.02M | 0.02% | +2,042+13.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,569 | $1.02M | 0.02% | −1,798−9.3% | Reduced |
| Salem Investment Counselors Inc | 17,523 | $1.02M | 0.03% | −3,389−16.2% | Reduced |
| Avantax Planning Partners, Inc. | 17,498 | $1.01M | 0.03% | +4,628+36.0% | Added |
| Wallace Advisory Group, LLC | 20,585 | $1.01M | 0.76% | −12−0.1% | Reduced |
| Greatmark Investment Partners, Inc. | 17,473 | $1.01M | 0.14% | −249−1.4% | Reduced |
| Diligent Investors, LLC | 17,339 | $1.00M | 0.25% | −604−3.4% | Reduced |
| Knuff & Co LLC | 17,304 | $1.00M | 0.34% | +4,000+30.1% | Added |
| V-Square Quantitative Management LLC | 17,295 | $1.00M | 0.17% | 00.0% | Unchanged |
| Ramiah Investment Group | 17,142 | $993.5K | 0.93% | −778−4.3% | Reduced |
| Keystone Financial Services | 17,119 | $992.2K | 0.43% | +1,010+6.3% | Added |
| SeaCrest Wealth Management, LLC | 17,032 | $987.2K | 0.12% | −14,792−46.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 17,028 | $986.9K | 0.04% | −59−0.3% | Reduced |
| Garrison Point Advisors, LLC | 17,026 | $986.8K | 0.63% | +300+1.8% | Added |
| GM Advisory Group, Inc. | 16,924 | $980.9K | 0.07% | +147+0.9% | Added |
| Breakwater Capital Group | 16,906 | $979.9K | 0.25% | +1,454+9.4% | Added |