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 |
|---|---|---|---|---|---|
| Cohen Capital Management, Inc. | 10,946 | $634.4K | 0.11% | +2,672+32.3% | Added |
| Sterneck Capital Management, LLC | 10,873 | $630.2K | 0.38% | −18,720−63.3% | Reduced |
| Woodmont Investment Counsel LLC | 10,826 | $627.5K | 0.05% | −460−4.1% | Reduced |
| Radnor Capital Management, LLC | 10,816 | $627.0K | 0.11% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,806 | $626.3K | 0.47% | +326+3.1% | Added |
| Dumont & Blake Investment Advisors LLC | 10,787 | $625.2K | 0.18% | +20.0% | Added |
| Aviso Wealth Management | 10,768 | $624.1K | 0.39% | −181−1.7% | Reduced |
| Mechanics Bank Trust Department | 10,738 | $622.4K | 0.09% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 10,706 | $620.5K | 0.16% | −3,415−24.2% | Reduced |
| Montecito Bank & Trust | 10,705 | $620.5K | 0.12% | −1,962−15.5% | Reduced |
| Sebold Capital Management, Inc. | 10,658 | $617.7K | 0.42% | −866−7.5% | Reduced |
| Hikari Tsushin, Inc. | 10,631 | $616.2K | 0.05% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,558 | $611.9K | 0.01% | +4,043+62.1% | Added |
| Coastal Bridge Advisors, LLC | 10,552 | $611.6K | 0.14% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 10,548 | $611.3K | 0.13% | −169−1.6% | Reduced |
| Jacobs & Co | 10,557 | $611.0K | 0.06% | −1,600−13.2% | Reduced |
| Sandy Spring Bank | 10,537 | $610.7K | 0.03% | −4,282−28.9% | Reduced |
| Quent Capital, LLC | 10,534 | $610.6K | 0.07% | −331−3.0% | Reduced |
| LGT Financial Advisors LLC | 10,532 | $610.4K | 0.71% | 00.0% | Unchanged |
| Rockland Trust Co | 10,516 | $609.5K | 0.03% | −1,345−11.3% | Reduced |
| Osborne Partners Capital Management, LLC | 10,501 | $608.6K | 0.04% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 10,480 | $607.4K | 0.18% | +833+8.6% | Added |
| Basepoint Wealth LLC | 10,474 | $607.0K | 0.46% | −1,476−12.4% | Reduced |
| Tarbox Family Office, Inc. | 10,472 | $607.0K | 0.11% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 10,468 | $606.7K | 0.26% | −1,172−10.1% | Reduced |
| Global Trust Asset Management, LLC | 10,459 | $606.2K | 0.25% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 10,423 | $604.1K | 0.15% | 00.0% | Unchanged |
| Hancock Whitney Corp | 10,410 | $603.4K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,393 | $602.4K | 0.08% | +6+0.1% | Added |
| CIC Wealth, LLC | 10,344 | $599.6K | 0.17% | −469−4.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,328 | $598.6K | 0.09% | −1,252−10.8% | Reduced |
| Sivia Capital Partners, LLC | 10,304 | $597.2K | 0.41% | −182−1.7% | Reduced |
| Stephenson National Bank & Trust | 10,248 | $594.0K | 0.20% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 10,298 | $593.3K | 0.11% | +5,363+108.7% | Added |
| Everhart Financial Group, Inc. | 10,220 | $592.4K | 0.17% | +1,922+23.2% | Added |
| Quadcap Wealth Management, LLC | 10,202 | $591.3K | 0.13% | −1,501−12.8% | Reduced |
| Sheets Smith Wealth Management | 10,172 | $589.6K | 0.07% | +22+0.2% | Added |
| Webster Bank, N. A. | 10,153 | $588.5K | 0.07% | +202+2.0% | Added |
| South State Corp. | 10,143 | $587.9K | 0.05% | −1,091−9.7% | Reduced |
| Journey Strategic Wealth LLC | 10,129 | $587.1K | 0.03% | +2,936+40.8% | Added |
| Athena Investment Management | 10,090 | $584.8K | 0.35% | −40−0.4% | Reduced |
| Marshall Wace, LLP | 10,027 | $581.2K | 0.00% | −828,468−98.8% | Reduced |
| Appleton Partners Inc | 10,020 | $581.0K | 0.05% | −5,896−37.0% | Reduced |
| Beaton Management Co. Inc. | 10,000 | $580.0K | 0.32% | −400−3.8% | Reduced |
| Par Capital Management Inc | 10,000 | $579.6K | 0.02% | +10,000 | New |
| Canandaigua National Bank & Trust Co | 9,994 | $579.3K | 0.09% | −1,068−9.7% | Reduced |
| Zuckerman Investment Group, LLC | 9,968 | $577.7K | 0.07% | +9,968 | New |
| Koshinski Asset Management, Inc. | 9,963 | $577.4K | 0.06% | +9,963 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,960 | $577.3K | 0.02% | +2,495+33.4% | Added |
| Sapient Capital LLC | 9,937 | $575.9K | 0.01% | −1,771−15.1% | Reduced |
| Alta Advisers Ltd | 9,900 | $573.8K | 0.28% | 00.0% | Unchanged |
| Monument Capital Management | 9,866 | $571.8K | 0.16% | −153−1.5% | Reduced |
| Bedel Financial Consulting, Inc. | 9,838 | $570.2K | 0.09% | +19+0.2% | Added |
| Catalyst Financial Partners LLC | 9,955 | $569.2K | 0.15% | +1,071+12.1% | Added |
| RB Capital Management, LLC | 9,809 | $568.5K | 0.15% | +1,444+17.3% | Added |
| Keystone Financial Group | 9,784 | $567.1K | 0.08% | +888+10.0% | Added |
| Iron Horse Wealth Management, LLC | 9,780 | $566.8K | 0.22% | −225−2.2% | Reduced |
| Concord Wealth Partners | 9,774 | $566.5K | 0.10% | −3,192−24.6% | Reduced |
| Zions Bancorporation, N.A. | 9,734 | $564.2K | 0.04% | −2,183−18.3% | Reduced |
| OneAscent Wealth Management LLC | 9,725 | $564.0K | 0.22% | −338−3.4% | Reduced |
| SilverOak Wealth Management LLC | 9,695 | $561.9K | 0.14% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 9,675 | $560.7K | 0.44% | +13+0.1% | Added |
| Verum Partners LLC | 9,626 | $557.9K | 0.20% | −747−7.2% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $556.1K | 0.12% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 9,580 | $555.0K | 0.28% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 9,555 | $553.8K | 0.16% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,537 | $552.8K | 0.38% | +3,037+46.7% | Added |
| McCarthy Asset Management, Inc. | 9,520 | $551.8K | 0.34% | −681−6.7% | Reduced |
| Regatta Capital Group, LLC | 9,514 | $551.4K | 0.12% | +513+5.7% | Added |
| West Family Investments, Inc. | 9,495 | $550.3K | 0.17% | 00.0% | Unchanged |
| West Bancorporation Inc | 9,450 | $547.7K | 0.36% | −100−1.0% | Reduced |
| KG&L Capital Management,LLC | 10,617 | $543.6K | 0.22% | −2,112−16.6% | Reduced |
| Harbor Investment Advisory, LLC | 9,331 | $540.8K | 0.06% | +248+2.7% | Added |
| Texas Capital Bancshares Inc | 9,317 | $540.0K | 0.24% | +153+1.7% | Added |
| Linscomb & Williams, Inc. | 9,304 | $539.3K | 0.03% | −160−1.7% | Reduced |
| Eagle Strategies LLC | 9,293 | $538.6K | 0.12% | +9,293 | New |
| 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 |
| Prentice Wealth Management LLC | 9,242 | $535.7K | 0.19% | +626+7.3% | Added |
| Manchester Capital Management LLC | 9,240 | $535.5K | 0.07% | −6−0.1% | Reduced |
| Fundamentun, LLC | 9,226 | $534.7K | 0.05% | +9,226 | New |
| Royal Fund Management, LLC | 9,216 | $534.2K | 0.06% | +41+0.4% | Added |
| Advisors Management Group Inc | 9,210 | $534.0K | 0.13% | −10−0.1% | Reduced |
| LVW Advisors, LLC | 9,210 | $533.8K | 0.09% | +58+0.6% | Added |
| Onefund, LLC | 9,262 | $533.6K | 0.64% | −343−3.6% | Reduced |
| Aviance Capital Partners, LLC | 9,200 | $533.2K | 0.08% | +9,200 | New |
| Centiva Capital, LP | 9,170 | $531.5K | 0.03% | −21,935−70.5% | Reduced |
| Cahill Financial Advisors Inc | 9,134 | $529.4K | 0.07% | +373+4.3% | Added |
| 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 |
| Fairview Capital Investment Management, LLC | 9,105 | $527.7K | 0.03% | −12−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 9,083 | $526.4K | 0.00% | −754−7.7% | Reduced |
| Integral Investment Advisors, Inc. | 9,132 | $526.1K | 0.22% | +4,676+104.9% | Added |
| Westover Capital Advisors, LLC | 9,047 | $524.4K | 0.15% | +3,931+76.8% | Added |
| Icon Wealth Advisors, LLC | 9,033 | $523.5K | 0.05% | +1,136+14.4% | Added |
| Steele Capital Management, Inc. | 9,032 | $523.5K | 0.03% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 9,029 | $523.3K | 0.16% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 8,995 | $521.3K | 0.08% | −1,142−11.3% | Reduced |
| XTX Topco Ltd | 8,988 | $520.9K | 0.07% | +1,209+15.5% | Added |
| Monticello Wealth Management, LLC | 8,981 | $520.6K | 0.05% | −1,241−12.1% | Reduced |