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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 8,988 | $517.8K | 0.21% | −6,852−43.3% | Reduced |
| Tucker Asset Management LLC | 8,919 | $517.0K | 0.12% | +1,489+20.0% | Added |
| Lauterbach Financial Advisors, LLC | 8,895 | $515.6K | 0.34% | +809+10.0% | Added |
| Delta Financial Group, Inc. | 8,892 | $515.0K | 0.15% | −1,356−13.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 8,885 | $515.0K | 0.06% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $514.3K | 0.21% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 8,843 | $512.5K | 0.04% | +6,885+351.6% | Added |
| Marietta Investment Partners LLC | 8,800 | $510.0K | 0.11% | 00.0% | Unchanged |
| Summit Financial, LLC | 8,794 | $509.7K | 0.03% | −2,156−19.7% | Reduced |
| Hudock, Inc. | 8,760 | $507.8K | 0.11% | +10.0% | Added |
| Spinnaker Trust | 8,744 | $506.8K | 0.03% | +354+4.2% | Added |
| Northeast Investment Management | 8,735 | $506.3K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 8,734 | $506.2K | 0.37% | +1,467+20.2% | Added |
| Financial Advisory Service, Inc. | 8,727 | $505.8K | 0.04% | −657−7.0% | Reduced |
| Davis R M Inc | 8,715 | $505.1K | 0.01% | −121−1.4% | Reduced |
| Biltmore Family Office, LLC | 8,704 | $504.5K | 0.10% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,701 | $504.3K | 0.08% | −33−0.4% | Reduced |
| Summa Corp. | 8,700 | $504.3K | 0.28% | 00.0% | Unchanged |
| Bray Capital Advisors | 8,697 | $504.1K | 0.13% | +5+0.1% | Added |
| SNS Financial Group, LLC | 8,686 | $503.4K | 0.06% | +29+0.3% | Added |
| Fort Point Capital Partners LLC | 8,684 | $503.3K | 0.07% | −695−7.4% | Reduced |
| Legacy Advisors, LLC | 8,633 | $500.4K | 0.06% | +857+11.0% | Added |
| Mosaic Financial Group, LLC | 8,625 | $500.0K | 0.40% | +8,625 | New |
| Weaver Consulting Group | 8,578 | $497.2K | 0.18% | +3,270+61.6% | Added |
| First National Bank | 8,556 | $495.9K | 0.38% | +62+0.7% | Added |
| Aull & Monroe Investment Management Corp | 8,544 | $495.2K | 0.23% | −1,473−14.7% | Reduced |
| Intrust Bank NA | 8,531 | $494.5K | 0.05% | +17+0.2% | Added |
| Meeder Asset Management Inc | 8,426 | $488.4K | 0.03% | +1,126+15.4% | Added |
| PDS Planning, Inc | 8,382 | $485.8K | 0.05% | +557+7.1% | Added |
| Pin Oak Investment Advisors Inc | 8,329 | $483.0K | 0.46% | 00.0% | Unchanged |
| Humankind Investments LLC | 8,317 | $482.1K | 0.13% | −876−9.5% | Reduced |
| Sippican Capital Advisors | 8,293 | $480.7K | 0.37% | −6,940−45.6% | Reduced |
| Wealth Architects, LLC | 8,284 | $480.1K | 0.06% | +72+0.9% | Added |
| STAR Financial Bank | 8,257 | $478.6K | 0.41% | 00.0% | Unchanged |
| West Branch Capital LLC | 8,238 | $477.5K | 0.19% | +656+8.7% | Added |
| Raleigh Capital Management Inc. | 8,231 | $477.1K | 0.21% | +1,944+30.9% | Added |
| Lakeside Advisors, INC. | 8,200 | $475.3K | 0.30% | −200−2.4% | Reduced |
| Bristlecone Advisors, LLC | 8,198 | $475.2K | 0.04% | −2,936−26.4% | Reduced |
| Simon Quick Advisors, LLC | 8,174 | $473.8K | 0.04% | +1,961+31.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,170 | $473.5K | 0.28% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 8,136 | $471.6K | 0.06% | −825−9.2% | Reduced |
| Beta Wealth Group, Inc. | 8,128 | $471.2K | 0.23% | −1,183−12.7% | Reduced |
| Nilsine Partners, LLC | 8,094 | $469.1K | 0.06% | +2,501+44.7% | Added |
| Monetary Management Group Inc | 8,065 | $467.4K | 0.13% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 8,056 | $466.9K | 0.04% | +59+0.7% | Added |
| Campion Asset Management LLC | 8,005 | $464.0K | 0.36% | −160−2.0% | Reduced |
| Americana Partners, LLC | 8,001 | $463.7K | 0.04% | −5,992−42.8% | Reduced |
| Fortis Capital Advisors, LLC | 7,996 | $463.4K | 0.20% | +7,996 | New |
| Winning Points Advisors, LLC | 9,406 | $463.0K | 0.71% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 7,976 | $462.3K | 0.22% | 00.0% | Unchanged |
| Old North State Trust, LLC | 7,934 | $460.0K | 0.39% | +7,934 | New |
| MCF Advisors LLC | 7,925 | $459.3K | 0.04% | −3,188−28.7% | Reduced |
| Kathmere Capital Management, LLC | 7,916 | $458.8K | 0.05% | +324+4.3% | Added |
| Titleist Asset Management, LLC | 7,874 | $456.4K | 0.08% | +3,319+72.9% | Added |
| Gladstone Institutional Advisory LLC | 7,836 | $454.2K | 0.02% | −952−10.8% | Reduced |
| AlphaCore Capital LLC | 7,829 | $453.8K | 0.12% | +275+3.6% | Added |
| Weil Company, Inc. | 7,823 | $453.4K | 0.18% | +14+0.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,818 | $453.1K | 0.01% | +7,818 | New |
| Sky Investment Group LLC | 7,795 | $451.8K | 0.09% | 00.0% | Unchanged |
| Doliver Advisors, LP | 7,770 | $450.3K | 0.13% | −739−8.7% | Reduced |
| Stratos Wealth Advisors, LLC | 7,749 | $449.1K | 0.03% | −400−4.9% | Reduced |
| Ghe, LLC | 7,733 | $448.0K | 0.21% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 7,719 | $447.4K | 0.08% | +7,719 | New |
| Blueprint Investment Partners LLC | 7,690 | $445.7K | 0.09% | +1,564+25.5% | Added |
| Catalina Capital Group, LLC | 7,667 | $444.4K | 0.19% | +7,667 | New |
| Evoke Wealth, LLC | 7,663 | $444.1K | 0.01% | +7,663 | New |
| Auxano Advisors, LLC | 7,656 | $443.7K | 0.13% | +2,672+53.6% | Added |
| Van Strum & Towne Inc. | 7,639 | $442.8K | 0.16% | 00.0% | Unchanged |
| Vontobel Asset Management Inc | 7,638 | $442.7K | 0.00% | −1,245−14.0% | Reduced |
| Traynor Capital Management, Inc. | 7,626 | $442.0K | 0.04% | −3,433−31.0% | Reduced |
| Thrive Wealth Management, LLC | 7,618 | $441.5K | 0.09% | +737+10.7% | Added |
| Everpar Advisors LLC | 7,608 | $441.0K | 0.27% | −10,559−58.1% | Reduced |
| Ullmann Financial Group, Inc. | 7,589 | $439.9K | 0.07% | +356+4.9% | Added |
| Simmons Bank | 7,511 | $435.3K | 0.03% | −1,494−16.6% | Reduced |
| Retirement Group, LLC | 7,510 | $435.3K | 0.16% | 00.0% | Unchanged |
| Icapital Wealth LLC | 7,500 | $434.7K | 0.26% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 7,495 | $434.4K | 0.17% | +443+6.3% | Added |
| Agf Management Ltd | 7,463 | $432.6K | 0.00% | −6,893−48.0% | Reduced |
| Berger Financial Group, Inc | 7,414 | $429.7K | 0.04% | +644+9.5% | Added |
| Confluence Wealth Services, Inc. | 7,413 | $429.6K | 0.04% | +808+12.2% | Added |
| Green Square Capital Advisors LLC | 7,402 | $429.0K | 0.06% | +2,500+51.0% | Added |
| New Jersey Better Educational Savings Trust | 7,401 | $429.0K | 0.81% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 7,400 | $428.9K | 0.14% | 00.0% | Unchanged |
| Cowa, LLC | 7,400 | $428.9K | 0.25% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 7,350 | $426.0K | 0.20% | −350−4.5% | Reduced |
| TCTC Holdings, LLC | 7,335 | $425.1K | 0.01% | −3,429−31.9% | Reduced |
| Pacifica Capital Investments, LLC | 7,335 | $425.0K | 0.13% | −1,000−12.0% | Reduced |
| Guardian Wealth Advisors, LLC | 7,324 | $424.5K | 0.05% | +901+14.0% | Added |
| Bailard, Inc. | 7,321 | $424.3K | 0.01% | −35−0.5% | Reduced |
| Delta Investment Management, LLC | 7,320 | $424.3K | 0.10% | 00.0% | Unchanged |
| Well Done, LLC | 7,300 | $423.1K | 0.08% | +348+5.0% | Added |
| Proficio Capital Partners LLC | 7,259 | $422.7K | 0.05% | +320+4.6% | Added |
| China Universal Asset Management Co., Ltd. | 7,292 | $422.6K | 0.05% | +7,292 | New |
| Sound View Wealth Advisors Group, LLC | 7,290 | $422.5K | 0.05% | −756−9.4% | Reduced |
| First National Bank & Trust Co of Newtown | 7,288 | $422.3K | 0.09% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 7,282 | $422.1K | 0.08% | +115+1.6% | Added |
| Lynch & Associates | 7,253 | $420.4K | 0.10% | −25−0.3% | Reduced |
| Piscataqua Savings Bank | 7,253 | $420.3K | 0.37% | −242−3.2% | Reduced |
| Valmark Advisers, Inc. | 7,243 | $419.8K | 0.01% | −884−10.9% | Reduced |
| Washington Trust Advisors, Inc. | 7,234 | $419.3K | 0.04% | +84+1.2% | Added |