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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 13,977 | $810.1K | 0.02% | −294−2.1% | Reduced |
| MBB Public Markets I LLC | 13,910 | $806.2K | 0.05% | +13,910 | New |
| Spears Abacus Advisors LLC | 13,880 | $804.5K | 0.02% | +9,550+220.6% | Added |
| Pointe Capital Management LLC | 13,846 | $802.5K | 0.50% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 13,823 | $801.2K | 0.59% | +10.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,071 | $799.7K | 0.11% | +6,955+97.7% | Added |
| Park National Corp | 13,771 | $798.2K | 0.03% | 00.0% | Unchanged |
| Eclectic Associates Inc | 13,716 | $795.0K | 0.36% | +531+4.0% | Added |
| Vivid Wealth Management, LLC | 13,715 | $794.9K | 0.50% | +393+3.0% | Added |
| Shakespeare Wealth Management, Inc. | 13,709 | $794.6K | 0.23% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 13,622 | $789.5K | 0.28% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 13,617 | $789.2K | 0.70% | 00.0% | Unchanged |
| American National Bank & Trust Co | 13,615 | $789.0K | 0.19% | +13,615 | New |
| Vertex Planning Partners, LLC | 13,609 | $788.8K | 0.22% | −1,026−7.0% | Reduced |
| Wealthspan Partners, LLC | 13,529 | $784.1K | 0.46% | +13,529 | New |
| Boston Trust Walden Corp | 13,515 | $783.3K | 0.01% | −1,000−6.9% | Reduced |
| Cardiff Park Advisors, LLC | 13,512 | $783.2K | 0.07% | +17+0.1% | Added |
| DF Dent & Co Inc | 13,438 | $778.9K | 0.01% | +7,232+116.5% | Added |
| Wealthcare Advisory Partners LLC | 13,414 | $777.5K | 0.03% | +391+3.0% | Added |
| Gibbs Wealth Management | 13,350 | $773.8K | 0.44% | +13,350 | New |
| Longfellow Investment Management Co LLC | 13,334 | $772.8K | 0.17% | +94+0.7% | Added |
| Farther Finance Advisors, LLC | 13,412 | $772.7K | 0.05% | +1,944+17.0% | Added |
| Plancorp, LLC | 13,274 | $769.4K | 0.03% | +3,665+38.1% | Added |
| Cassaday & Co Wealth Management LLC | 13,234 | $767.0K | 0.02% | +7,589+134.4% | Added |
| North Star Asset Management Inc | 13,229 | $766.7K | 0.04% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 13,170 | $763.3K | 0.07% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13,146 | $761.9K | 0.31% | +10.0% | Added |
| MeadowBrook Investment Advisors LLC | 13,145 | $761.9K | 0.71% | −210−1.6% | Reduced |
| Benjamin Edwards Inc | 13,105 | $760.0K | 0.15% | +4,178+46.8% | Added |
| Van Cleef Asset Management,Inc | 13,063 | $757.1K | 0.10% | −3,519−21.2% | Reduced |
| Gagnon Securities LLC | 13,056 | $756.7K | 0.18% | 00.0% | Unchanged |
| Private Management Group Inc | 13,050 | $756.4K | 0.03% | −9,110−41.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 12,972 | $751.9K | 0.59% | −223−1.7% | Reduced |
| Bragg Financial Advisors, Inc | 12,901 | $747.7K | 0.03% | −625−4.6% | Reduced |
| Zacks Investment Management | 12,877 | $746.3K | 0.01% | +5,785+81.6% | Added |
| C2C Wealth Management, LLC | 12,861 | $745.4K | 0.74% | −500−3.7% | Reduced |
| Ingalls & Snyder LLC | 12,830 | $744.0K | 0.03% | −1,511−10.5% | Reduced |
| 9258 Wealth Management, LLC | 12,834 | $743.8K | 0.12% | −138−1.1% | Reduced |
| Heritage Wealth Management, LLC | 12,814 | $742.7K | 0.38% | +21+0.2% | Added |
| Element Wealth, LLC | 12,810 | $742.4K | 0.43% | −3,079−19.4% | Reduced |
| Family Legacy, Inc. | 12,800 | $741.9K | 0.27% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 12,796 | $741.7K | 0.39% | −345−2.6% | Reduced |
| Hills Bank & Trust Co | 12,751 | $739.0K | 0.06% | +8,346+189.5% | Added |
| PFG Investments, LLC | 12,684 | $735.2K | 0.04% | +5,173+68.9% | Added |
| Hilltop Holdings Inc. | 12,623 | $731.6K | 0.08% | −182−1.4% | Reduced |
| Carson Advisory Inc. | 12,614 | $731.1K | 0.51% | −55−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,548 | $727.3K | 0.08% | +296+2.4% | Added |
| Tyche Wealth Partners LLC | 12,534 | $726.4K | 0.18% | +2,282+22.3% | Added |
| Operose Advisors LLC | 12,527 | $726.1K | 0.25% | −699−5.3% | Reduced |
| Formidable Asset Management, LLC | 12,527 | $726.0K | 0.12% | +7,041+128.3% | Added |
| Pettyjohn, Wood & White, Inc | 12,516 | $725.4K | 0.14% | −72−0.6% | Reduced |
| MEMBERS Trust Co | 12,454 | $721.8K | 0.02% | +643+5.4% | Added |
| Quotient Wealth Partners, LLC | 12,449 | $721.5K | 0.03% | −2,339−15.8% | Reduced |
| Aaron Wealth Advisors | 12,387 | $718.0K | 0.10% | +3,258+35.7% | Added |
| Western Wealth Management, LLC | 12,383 | $717.7K | 0.06% | −7,843−38.8% | Reduced |
| Bremer Bank National Association | 12,358 | $716.3K | 0.13% | −136−1.1% | Reduced |
| AIMZ Investment Advisors, LLC | 12,330 | $714.6K | 0.27% | −675−5.2% | Reduced |
| Wintrust Investments LLC | 12,280 | $712.0K | 0.06% | −151−1.2% | Reduced |
| Deseret Mutual Benefit Administrators | 12,271 | $711.2K | 0.36% | −20−0.2% | Reduced |
| Trust Co of Vermont | 12,250 | $710.0K | 0.04% | +1,154+10.4% | Added |
| Allstate Corp | 12,200 | $707.1K | 0.05% | −412−3.3% | Reduced |
| Eisler Capital (US) LLC | 12,151 | $704.3K | 0.24% | +12,151 | New |
| Alliance Wealth Advisors, LLC | 12,092 | $700.9K | 0.21% | −918−7.1% | Reduced |
| Chicago Trust Co NA | 12,048 | $698.3K | 0.14% | +1,219+11.3% | Added |
| Chilton Capital Management LLC | 12,030 | $697.3K | 0.03% | −360−2.9% | Reduced |
| Claro Advisors LLC | 11,968 | $693.6K | 0.12% | −994−7.7% | Reduced |
| Crawford Investment Counsel Inc | 11,965 | $693.5K | 0.01% | +949+8.6% | Added |
| Fayez Sarofim & Co | 11,938 | $691.9K | 0.00% | −491−4.0% | Reduced |
| Liberty Wealth Management LLC | 11,868 | $688.0K | 0.13% | +11,868 | New |
| FirstPurpose Wealth LLC | 12,082 | $687.9K | 0.25% | −1,662−12.1% | Reduced |
| Peak Planning Group, LLC | 11,854 | $687.1K | 0.43% | 00.0% | Unchanged |
| Accredited Investors Inc. | 11,817 | $684.9K | 0.04% | −7,364−38.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,778 | $682.7K | 0.02% | +336+2.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 11,761 | $681.7K | 0.02% | −1,878−13.8% | Reduced |
| Farmers Trust Co | 11,742 | $680.6K | 0.14% | −169−1.4% | Reduced |
| Proequities, Inc. | 11,730 | $679.9K | 0.04% | −848−6.7% | Reduced |
| Correct Capital Wealth Management | 11,651 | $675.3K | 0.16% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 11,650 | $675.2K | 0.06% | +1,900+19.5% | Added |
| Parkside Financial Bank & Trust | 11,576 | $670.9K | 0.11% | +343+3.1% | Added |
| IPG Investment Advisors LLC | 11,534 | $668.5K | 0.15% | −14,434−55.6% | Reduced |
| Bridges Investment Management Inc | 11,507 | $666.9K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 11,484 | $665.6K | 0.07% | +2,075+22.1% | Added |
| PFW Advisors LLC | 11,483 | $665.6K | 0.20% | −287−2.4% | Reduced |
| Good Life Advisors, LLC | 11,474 | $665.0K | 0.06% | +306+2.7% | Added |
| Douglas Lane & Associates, LLC | 11,406 | $661.1K | 0.01% | +842+8.0% | Added |
| HCR Wealth Advisors | 11,396 | $660.5K | 0.10% | 00.0% | Unchanged |
| Carlson Capital Management | 11,353 | $658.0K | 0.03% | −20,684−64.6% | Reduced |
| World Equity Group, Inc. | 11,344 | $657.5K | 0.14% | +328+3.0% | Added |
| Leisure Capital Management | 11,310 | $655.5K | 0.33% | −331−2.8% | Reduced |
| Cumberland Advisors Inc | 11,300 | $654.9K | 0.24% | 00.0% | Unchanged |
| G&S Capital LLC | 11,216 | $650.1K | 0.29% | −20.0% | Reduced |
| Perennial Investment Advisors, LLC | 11,213 | $650.0K | 0.10% | −154−1.4% | Reduced |
| River Wealth Advisors LLC | 11,202 | $649.3K | 0.09% | +109+1.0% | Added |
| Flagstone Financial Management | 11,176 | $647.7K | 0.25% | −28−0.2% | Reduced |
| Alliance Wealth Advisors, LLC | 11,154 | $646.5K | 0.41% | +35+0.3% | Added |
| Kovack Advisors, Inc. | 11,146 | $646.0K | 0.08% | +276+2.5% | Added |
| First Nebraska Trust Co | 11,061 | $641.1K | 0.07% | −55−0.5% | Reduced |
| Tocqueville Asset Management L.P. | 11,061 | $641.1K | 0.01% | +1,295+13.3% | Added |
| Valtinson Bruner Financial Planning LLC | 11,055 | $640.8K | 0.27% | +30.0% | Added |
| Chicago Capital, LLC | 10,969 | $635.8K | 0.02% | −6,200−36.1% | Reduced |