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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 7,222 | $418.6K | 0.06% | −851−10.5% | Reduced |
| Alpha Family Trust | 7,220 | $418.5K | 0.25% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 7,214 | $418.1K | 0.06% | −861−10.7% | Reduced |
| GYL Financial Synergies, LLC | 7,197 | $417.1K | 0.03% | +2,482+52.6% | Added |
| Crown Wealth Group, LLC | 7,194 | $417.0K | 0.21% | +1,969+37.7% | Added |
| DeepCurrents Investment Group LLC | 7,181 | $416.2K | 0.02% | −21,310−74.8% | Reduced |
| Capula Management Ltd | 7,178 | $416.0K | 0.01% | +7,178 | New |
| New Hampshire Trust | 7,105 | $411.8K | 0.10% | 00.0% | Unchanged |
| S.A. Mason LLC | 7,103 | $411.7K | 0.25% | +167+2.4% | Added |
| Nichols & Pratt Advisers LLP | 7,100 | $411.5K | 0.03% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 7,087 | $410.8K | 0.18% | +707+11.1% | Added |
| BancorpSouth Bank | 7,083 | $410.5K | 0.03% | −98−1.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 7,094 | $410.4K | 0.19% | +19+0.3% | Added |
| Main Street Financial Solutions, LLC | 7,063 | $409.3K | 0.04% | −64−0.9% | Reduced |
| Kearns & Associates LLC | 7,000 | $405.7K | 0.31% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 6,998 | $405.6K | 0.07% | +1,020+17.1% | Added |
| Westhampton Capital, LLC | 6,990 | $405.1K | 0.22% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 6,972 | $404.1K | 0.12% | −218−3.0% | Reduced |
| Schulhoff & Co Inc | 6,972 | $404.1K | 0.18% | −298−4.1% | Reduced |
| UMA Financial Services, Inc. | 7,156 | $403.7K | 0.08% | +413+6.1% | Added |
| Sierra Summit Advisors LLC | 6,934 | $401.9K | 0.11% | −5,200−42.9% | Reduced |
| CM Wealth Advisors LLC | 6,662 | $401.5K | 0.11% | +6,662 | New |
| Gratus Capital LLC | 6,922 | $401.2K | 0.02% | +218+3.3% | Added |
| Richard W. Paul & Associates, LLC | 6,918 | $401.0K | 0.16% | −224−3.1% | Reduced |
| Bouchey Financial Group Ltd | 6,913 | $400.7K | 0.04% | +33+0.5% | Added |
| John W. Brooker & Co., CPAs | 6,904 | $400.2K | 0.21% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 6,886 | $399.1K | 0.03% | −31−0.4% | Reduced |
| Field & Main Bank | 6,882 | $398.8K | 0.15% | +137+2.0% | Added |
| Cambridge Advisors Inc. | 6,862 | $397.7K | 0.09% | +680+11.0% | Added |
| Angeles Wealth Management, LLC | 6,843 | $396.6K | 0.04% | +2,309+50.9% | Added |
| Ausdal Financial Partners, Inc. | 6,825 | $395.6K | 0.05% | −99−1.4% | Reduced |
| Evolution Advisers, Inc. | 6,811 | $395.0K | 0.23% | −10.0% | Reduced |
| Morris Financial Concepts, Inc. | 6,811 | $394.8K | 0.20% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,800 | $394.1K | 0.08% | 00.0% | Unchanged |
| Stevens Capital Management LP | 6,795 | $394.0K | 0.08% | +6,795 | New |
| LBMC Investment Advisors, LLC | 6,797 | $394.0K | 0.03% | +241+3.7% | Added |
| ERn Financial, LLC | 6,750 | $391.3K | 0.07% | −194−2.8% | Reduced |
| Drexel Morgan & Co. | 6,747 | $391.1K | 0.08% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 6,740 | $390.7K | 0.06% | −3,171−32.0% | Reduced |
| Wagner Wealth Management, LLC | 6,730 | $390.1K | 0.12% | −547−7.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,722 | $389.6K | 0.04% | −66−1.0% | Reduced |
| Sand Hill Global Advisors, LLC | 6,718 | $389.4K | 0.02% | −638−8.7% | Reduced |
| Baldwin Brothers Inc | 6,700 | $388.3K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 6,678 | $387.1K | 0.04% | −1,703−20.3% | Reduced |
| ERTS Wealth Advisors, LLC | 6,673 | $386.8K | 0.08% | −60−0.9% | Reduced |
| Arbor Investment Advisors, LLC | 6,671 | $386.7K | 0.06% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,665 | $386.3K | 0.09% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 6,649 | $385.4K | 0.09% | −3,146−32.1% | Reduced |
| Red Door Wealth Management, LLC | 6,635 | $384.6K | 0.07% | −800−10.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,604 | $383.0K | 0.04% | −341−4.9% | Reduced |
| Vicus Capital | 6,591 | $382.0K | 0.03% | +471+7.7% | Added |
| Wayfinding Financial, LLC | 6,239 | $382.0K | 0.22% | −587−8.6% | Reduced |
| New Vernon Capital Holdings II LLC | 6,584 | $381.6K | 0.20% | +6,584 | New |
| Cape Investment Advisory, Inc. | 6,571 | $380.9K | 0.18% | −175−2.6% | Reduced |
| BNC Wealth Management, LLC | 6,557 | $380.1K | 0.16% | −49−0.7% | Reduced |
| Stiles Financial Services Inc | 6,553 | $379.8K | 0.15% | +92+1.4% | Added |
| Waddell & Associates, LLC | 6,544 | $379.3K | 0.05% | −1,190−15.4% | Reduced |
| Front Row Advisors LLC | 6,529 | $378.4K | 0.14% | +436+7.2% | Added |
| Smith, Moore & Co. | 6,527 | $378.3K | 0.04% | −300−4.4% | Reduced |
| AA Financial Advisors, LLC | 6,520 | $377.9K | 0.15% | +6,520 | New |
| Fruth Investment Management | 6,518 | $377.0K | 0.10% | +200+3.2% | Added |
| Canopy Partners, LLC | 6,502 | $376.9K | 0.18% | +1,621+33.2% | Added |
| Cascade Financial Partners, LLC | 6,663 | $376.3K | 0.05% | +6,663 | New |
| Imprint Wealth LLC | 6,460 | $372.1K | 0.09% | +1,509+30.5% | Added |
| Visionary Wealth Advisors | 6,414 | $371.8K | 0.03% | −790−11.0% | Reduced |
| Charles Schwab Trust Co | 6,400 | $370.9K | 0.04% | +6,400 | New |
| Capital Square, LLC | 6,398 | $370.8K | 0.26% | +1,398+28.0% | Added |
| Resonant Capital Advisors, LLC | 6,391 | $370.4K | 0.03% | +2,268+55.0% | Added |
| Key Client Fiduciary Advisors, LLC | 6,390 | $370.4K | 0.20% | +1,278+25.0% | Added |
| Sound Income Strategies, LLC | 6,385 | $370.1K | 0.03% | −543−7.8% | Reduced |
| GW&K Investment Management, LLC | 6,382 | $370.0K | 0.00% | −311,489−98.0% | Reduced |
| TBH Global Asset Management, LLC | 6,382 | $369.9K | 0.07% | +1,022+19.1% | Added |
| CKW Financial Group | 6,400 | $369.0K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 6,375 | $369.0K | 0.16% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 6,365 | $368.9K | 0.25% | +20.0% | Added |
| Transform Wealth, LLC | 6,362 | $368.7K | 0.04% | +1,902+42.6% | Added |
| AXS Investments LLC | 6,341 | $367.5K | 0.09% | +412+6.9% | Added |
| First Financial Corp | 6,286 | $364.3K | 0.18% | +1,691+36.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,551 | $364.1K | 0.14% | +448+7.3% | Added |
| Arrow Financial Corp | 6,273 | $363.6K | 0.04% | −61−1.0% | Reduced |
| Allegheny Financial Group LTD | 6,265 | $363.1K | 0.11% | +593+10.5% | Added |
| Successful Portfolios LLC | 6,264 | $363.1K | 0.25% | −954−13.2% | Reduced |
| Core Alternative Capital | 6,247 | $362.1K | 0.06% | −795−11.3% | Reduced |
| Mach-1 Financial Group, Inc. | 6,242 | $361.8K | 0.28% | −87,245−93.3% | Reduced |
| Legacy Bridge, LLC | 6,229 | $361.0K | 0.21% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 6,205 | $360.0K | 0.07% | −369−5.6% | Reduced |
| Seven Mile Advisory | 6,200 | $359.4K | 0.27% | +330+5.6% | Added |
| MQS Management LLC | 6,200 | $359.4K | 0.21% | +6,200 | New |
| CoreFirst Bank & Trust | 6,195 | $359.1K | 0.22% | −90−1.4% | Reduced |
| Epiq Partners, LLC | 6,190 | $358.8K | 0.24% | −460−6.9% | Reduced |
| Patten & Patten Inc | 6,189 | $358.7K | 0.03% | +500+8.8% | Added |
| Atlas Brown,Inc. | 6,178 | $358.1K | 0.13% | +232+3.9% | Added |
| Sunflower Bank, N.A. | 6,161 | $357.1K | 0.08% | −46−0.7% | Reduced |
| Burton Enright Welch | 6,151 | $356.5K | 0.09% | +6,151 | New |
| Family Firm, Inc. | 6,146 | $356.2K | 0.09% | +481+8.5% | Added |
| Nations Financial Group Inc, | 6,114 | $354.4K | 0.03% | +228+3.9% | Added |
| Cutler Group LP | 6,114 | $354.0K | 0.18% | −5,944−49.3% | Reduced |
| Wealthstream Advisors, Inc. | 6,100 | $353.6K | 0.13% | +102+1.7% | Added |
| Allen Capital Group, LLC | 6,067 | $351.6K | 0.05% | +756+14.2% | Added |
| Means Investment Co., Inc. | 6,063 | $351.4K | 0.05% | +18+0.3% | Added |