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 |
|---|---|---|---|---|---|
| Intrinsic Value Partners, LLC | 16,875 | $978.1K | 1.04% | −440−2.5% | Reduced |
| Sittner & Nelson, LLC | 16,851 | $976.7K | 0.49% | −270−1.6% | Reduced |
| Fragasso Group Inc. | 16,842 | $976.2K | 0.08% | −157−0.9% | Reduced |
| LMCG Investments, LLC | 16,817 | $974.7K | 0.06% | −435−2.5% | Reduced |
| Washington Trust Bank | 16,782 | $972.7K | 0.09% | +7,472+80.3% | Added |
| Dakota Wealth Management | 16,729 | $969.6K | 0.02% | +2,143+14.7% | Added |
| Boltwood Capital Management | 16,700 | $967.9K | 0.30% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 16,650 | $965.0K | 0.02% | +250+1.5% | Added |
| Marcum Wealth, LLC | 16,594 | $961.8K | 0.10% | −284−1.7% | Reduced |
| Nicolet Bankshares Inc | 16,581 | $961.0K | 0.24% | +663+4.2% | Added |
| AdvisorNet Financial, Inc | 16,580 | $960.9K | 0.09% | −895−5.1% | Reduced |
| Harvest Fund Management Co., Ltd | 16,566 | $960.0K | 0.09% | +11,515+228.0% | Added |
| 1st Source Bank | 16,471 | $954.7K | 0.06% | −1,100−6.3% | Reduced |
| RMB Capital Management, LLC | 16,422 | $951.8K | 0.02% | −99,900−85.9% | Reduced |
| Perennial Advisors, LLC | 16,381 | $949.4K | 0.22% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 16,379 | $949.3K | 0.14% | −16,766−50.6% | Reduced |
| JFS Wealth Advisors, LLC | 16,318 | $945.8K | 0.08% | +34+0.2% | Added |
| Lipe & Dalton | 16,300 | $945.0K | 0.49% | −1,000−5.8% | Reduced |
| Heartland Bank & Trust Co | 16,280 | $943.6K | 0.55% | −62−0.4% | Reduced |
| Lantz Financial LLC | 16,241 | $941.3K | 0.30% | −229−1.4% | Reduced |
| Nomura Holdings Inc | 16,160 | $936.6K | 0.01% | −69,502−81.1% | Reduced |
| Pure Financial Advisors, Inc. | 16,115 | $934.0K | 0.03% | −1,278−7.3% | Reduced |
| Sather Financial Group Inc | 16,109 | $933.7K | 0.07% | −742,374−97.9% | Reduced |
| Studio Investment Management LLC | 16,085 | $932.3K | 0.22% | −1,229−7.1% | Reduced |
| Hexagon Capital Partners LLC | 16,080 | $932.0K | 0.21% | −2,875−15.2% | Reduced |
| NFP Retirement, Inc. | 16,028 | $929.0K | 0.08% | +11,755+275.1% | Added |
| Commerzbank Aktiengesellschaft | 16,012 | $928.0K | 0.03% | +4,187+35.4% | Added |
| Cascade Investment Advisors, Inc. | 16,000 | $927.4K | 0.60% | −600−3.6% | Reduced |
| Lafayette Investments, Inc. | 15,995 | $927.1K | 0.21% | −250−1.5% | Reduced |
| Essex Savings Bank | 18,835 | $927.1K | 0.27% | 00.0% | Unchanged |
| AMG National Trust Bank | 15,963 | $925.2K | 0.03% | +160+1.0% | Added |
| Boit C F David | 15,519 | $923.7K | 0.50% | −3,844−19.9% | Reduced |
| North Star Investment Management Corp. | 15,850 | $918.7K | 0.07% | +900+6.0% | Added |
| Jupiter Wealth Management LLC | 15,000 | $918.5K | 0.49% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 14,978 | $917.9K | 0.14% | −18,392−55.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,832 | $917.3K | 0.08% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 15,811 | $916.2K | 0.40% | −703−4.3% | Reduced |
| Hartford Funds Management Co LLC | 15,739 | $912.2K | 0.09% | +2,030+14.8% | Added |
| FSB Premier Wealth Management, Inc. | 15,719 | $911.1K | 0.42% | +3,466+28.3% | Added |
| Ironwood Investment Counsel, LLC | 15,711 | $910.7K | 0.16% | −8,341−34.7% | Reduced |
| Highlander Capital Management, LLC | 15,698 | $909.9K | 0.31% | +730+4.9% | Added |
| Graypoint LLC | 15,693 | $909.6K | 0.07% | +689+4.6% | Added |
| Edge Capital Group, LLC | 15,679 | $908.7K | 0.05% | +294+1.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,678 | $908.7K | 0.16% | +150+1.0% | Added |
| Hartline Investment Corp | 15,678 | $908.7K | 0.16% | +15,678 | New |
| Tobam | 15,670 | $908.0K | 0.08% | −677−4.1% | Reduced |
| Abbrea Capital, LLC | 15,628 | $906.0K | 0.12% | +1,210+8.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 15,618 | $905.2K | 0.03% | −1,494−8.7% | Reduced |
| Circle Wealth Management, LLC | 15,602 | $904.3K | 0.02% | +106+0.7% | Added |
| Cypress Wealth Services, LLC | 15,596 | $903.9K | 0.21% | −706−4.3% | Reduced |
| Relative Value Partners Group, LLC | 17,993 | $902.9K | 0.06% | 00.0% | Unchanged |
| Avion Wealth | 15,472 | $897.0K | 0.24% | −1,777−10.3% | Reduced |
| Financial Network Wealth Advisors LLC | 15,453 | $895.7K | 0.89% | −593−3.7% | Reduced |
| Hilltop National Bank | 15,452 | $895.6K | 0.30% | +15,452 | New |
| Gilbert & Cook, Inc. | 15,337 | $888.9K | 0.12% | +11+0.1% | Added |
| Waldron Private Wealth LLC | 15,307 | $887.2K | 0.04% | +294+2.0% | Added |
| MV Capital Management, Inc. | 15,303 | $887.0K | 0.10% | +1,107+7.8% | Added |
| Financial Counselors Inc | 15,196 | $880.8K | 0.01% | +1,535+11.2% | Added |
| IVC Wealth Advisors LLC | 15,190 | $880.4K | 0.51% | +50+0.3% | Added |
| Hutner Capital Management Inc | 15,127 | $876.8K | 0.48% | +10.0% | Added |
| Pacific Center for Financial Services | 15,095 | $874.9K | 0.25% | −6,726−30.8% | Reduced |
| Providence Wealth Advisors, LLC | 15,179 | $872.6K | 0.74% | −1,802−10.6% | Reduced |
| Ameritas Advisory Services, LLC | 14,778 | $871.1K | 0.04% | +3,614+32.4% | Added |
| Alterna Wealth Management, Inc | 15,028 | $871.0K | 0.87% | +3,809+34.0% | Added |
| Lebenthal Global Advisors, LLC | 15,027 | $871.0K | 0.19% | −3,100−17.1% | Reduced |
| Financial Advisory Corp | 15,010 | $870.0K | 0.36% | −762−4.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 14,968 | $867.5K | 0.52% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 14,936 | $865.7K | 0.09% | −45−0.3% | Reduced |
| Tranquilli Financial Advisor LLC | 14,916 | $864.5K | 0.58% | +2,321+18.4% | Added |
| VCI Wealth Management LLC | 14,851 | $860.8K | 0.58% | −862−5.5% | Reduced |
| Legacy Financial Group LLC | 14,844 | $860.4K | 0.17% | +14,844 | New |
| MTM Investment Management, LLC | 14,812 | $858.5K | 0.35% | +60.0% | Added |
| Keudell/Morrison Wealth Management | 14,792 | $857.3K | 0.26% | −1,601−9.8% | Reduced |
| Arkadios Wealth Advisors | 14,785 | $856.9K | 0.07% | +449+3.1% | Added |
| Segment Wealth Management, LLC | 14,741 | $854.4K | 0.06% | +74+0.5% | Added |
| Stock Yards Bank & Trust Co | 14,735 | $854.0K | 0.03% | −1,114−7.0% | Reduced |
| Northwest Wealth Management, LLC | 14,711 | $852.7K | 0.23% | +104+0.7% | Added |
| Vontobel Holding Ltd. | 14,711 | $852.6K | 0.01% | +6,150+71.8% | Added |
| McDaniel Terry & Co | 14,700 | $852.0K | 0.08% | +292+2.0% | Added |
| Welch Group, LLC | 14,666 | $850.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Trust Co | 14,620 | $847.4K | 0.03% | −385−2.6% | Reduced |
| LifeSteps Financial, Inc. | 14,402 | $834.7K | 0.63% | +104+0.7% | Added |
| Pinebridge Investments, L.P. | 14,396 | $834.4K | 0.01% | +6,567+83.9% | Added |
| Strategic Investment Advisors | 14,382 | $833.6K | 0.11% | −2,316−13.9% | Reduced |
| Cullen Investment Group, Ltd. | 14,527 | $833.1K | 0.13% | +539+3.9% | Added |
| First PREMIER Bank | 14,323 | $831.0K | 0.22% | −5,340−27.2% | Reduced |
| Prio Wealth Limited Partnership | 14,309 | $829.4K | 0.02% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 14,307 | $829.2K | 0.45% | −1,650−10.3% | Reduced |
| Wealth Alliance | 14,301 | $828.9K | 0.11% | −1,301−8.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 14,238 | $825.2K | 0.07% | −1,610−10.2% | Reduced |
| Mainstay Capital Management LLC | 14,223 | $824.4K | 0.16% | −1,884−11.7% | Reduced |
| Pacific Global Investment Management CO | 14,221 | $824.2K | 0.16% | +541+4.0% | Added |
| JNBA Financial Advisors | 14,210 | $823.6K | 0.09% | −1,246−8.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 14,209 | $823.6K | 0.05% | +1,578+12.5% | Added |
| Mather Group, LLC. | 16,716 | $822.8K | 0.01% | −20−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 14,178 | $821.8K | 0.15% | +2,868+25.4% | Added |
| Brooks, Moore & Associates, Inc. | 14,100 | $817.2K | 0.52% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 14,070 | $815.5K | 0.25% | +340+2.5% | Added |
| Intrua Financial, LLC | 14,042 | $813.9K | 0.13% | −3,581−20.3% | Reduced |
| Black Maple Capital Management LP | 14,000 | $811.4K | 0.54% | +8,900+174.5% | Added |