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 |
|---|---|---|---|---|---|
| E&G Advisors, LP | 6,062 | $351.4K | 0.11% | −591−8.9% | Reduced |
| APCM Wealth Management for Individuals | 6,046 | $350.4K | 0.05% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 6,045 | $350.4K | 0.09% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 6,032 | $349.6K | 0.00% | −144−2.3% | Reduced |
| Avidian Wealth Solutions, LLC | 6,027 | $349.3K | 0.02% | +1,455+31.8% | Added |
| Diversified, LLC | 6,020 | $348.9K | 0.05% | −20.0% | Reduced |
| Fenimore Asset Management Inc | 6,000 | $347.8K | 0.01% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 6,000 | $347.8K | 0.37% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 5,978 | $346.5K | 0.07% | +21+0.4% | Added |
| Angeles Investment Advisors, LLC | 5,962 | $345.6K | 0.02% | +620+11.6% | Added |
| SPC Financial, Inc. | 5,956 | $345.2K | 0.03% | +157+2.7% | Added |
| Financial Advocates Investment Management | 5,939 | $344.2K | 0.02% | −536−8.3% | Reduced |
| Silvia McColl Wealth Management, LLC | 6,039 | $343.8K | 0.29% | +20.0% | Added |
| M3 Advisory Group, LLC | 5,928 | $343.6K | 0.31% | +26+0.4% | Added |
| Atwood & Palmer Inc | 5,925 | $343.4K | 0.03% | −3,523−37.3% | Reduced |
| Traphagen Investment Advisors LLC | 5,920 | $343.1K | 0.04% | −475−7.4% | Reduced |
| Arcataur Capital Management LLC | 5,914 | $342.8K | 0.12% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 5,902 | $342.1K | 0.07% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 5,900 | $342.0K | 0.10% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 5,893 | $341.6K | 0.02% | +291+5.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,889 | $341.3K | 0.09% | +710+13.7% | Added |
| Investment Advisory Group, LLC | 5,862 | $339.8K | 0.14% | +15+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 5,849 | $339.0K | 0.06% | +222+3.9% | Added |
| Summit Global Investments | 5,825 | $338.0K | 0.03% | −211−3.5% | Reduced |
| Flputnam Investment Management Co | 5,822 | $337.4K | 0.01% | +116+2.0% | Added |
| Smithfield Trust Co | 5,828 | $337.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5,808 | $336.6K | 0.16% | −1,355−18.9% | Reduced |
| Trustmark National Bank Trust Department | 5,807 | $336.6K | 0.03% | +324+5.9% | Added |
| Koss-Olinger Consulting, LLC | 5,800 | $336.2K | 0.18% | −41,248−87.7% | Reduced |
| Ayrshire Capital Management LLC | 5,800 | $336.2K | 0.18% | −1,710−22.8% | Reduced |
| Addison Capital Co | 5,784 | $335.2K | 0.17% | −3,127−35.1% | Reduced |
| MSH Capital Advisors LLC | 5,770 | $334.4K | 0.12% | +112+2.0% | Added |
| Narwhal Capital Management | 5,768 | $334.3K | 0.03% | −16,746−74.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5,757 | $334.0K | 3.04% | −39,323−87.2% | Reduced |
| Parsons Capital Management Inc | 5,754 | $333.5K | 0.02% | +53+0.9% | Added |
| Credential Qtrade Securities Inc. | 5,715 | $331.2K | 0.02% | −117−2.0% | Reduced |
| Aprio Wealth Management, LLC | 5,710 | $330.9K | 0.06% | +696+13.9% | Added |
| Burke & Herbert Bank & Trust Co | 5,697 | $330.2K | 0.25% | −2,331−29.0% | Reduced |
| Fortitude Family Office, LLC | 5,694 | $330.0K | 0.22% | +298+5.5% | Added |
| Ballast, Inc. | 5,690 | $329.8K | 0.10% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,693 | $329.0K | 0.00% | −16,520−74.4% | Reduced |
| Cooper Financial Group | 5,670 | $328.6K | 0.05% | +5,670 | New |
| CarsonAllaria Wealth Management, Ltd. | 5,660 | $328.1K | 0.21% | −1,195−17.4% | Reduced |
| G2 Capital Management, LLC | 5,647 | $327.3K | 0.11% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5,645 | $327.2K | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 5,454 | $326.9K | 0.03% | −203−3.6% | Reduced |
| Register Financial Advisors LLC | 5,620 | $325.7K | 0.17% | −231−3.9% | Reduced |
| Detalus Advisors, LLC | 5,600 | $324.6K | 0.12% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,580 | $323.4K | 0.16% | −25−0.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,534 | $320.8K | 0.05% | +5,534 | New |
| Baron Wealth Management LLC | 5,507 | $319.2K | 0.17% | −1,091−16.5% | Reduced |
| Nexus Investment Management ULC | 5,500 | $318.8K | 0.03% | −1,000−15.4% | Reduced |
| Blue Barn Wealth, LLC | 5,497 | $318.6K | 0.18% | −3,368−38.0% | Reduced |
| JJJ Advisors Inc. | 5,484 | $317.9K | 0.07% | +52+1.0% | Added |
| Occidental Asset Management, LLC | 5,470 | $317.0K | 0.06% | −2,572−32.0% | Reduced |
| Callan Capital, LLC | 5,462 | $316.6K | 0.03% | +5,462 | New |
| Eagle Harbor Asset Management Inc | 5,457 | $316.3K | 0.34% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 5,450 | $315.9K | 0.02% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 5,442 | $315.4K | 0.15% | +27+0.5% | Added |
| Duncker Streett & Co Inc | 5,442 | $315.4K | 0.06% | −588−9.8% | Reduced |
| McAdam, LLC | 5,431 | $314.8K | 0.02% | +463+9.3% | Added |
| Encompass More Asset Management | 5,424 | $314.4K | 0.26% | +5,424 | New |
| Denver Wealth Management, Inc. | 5,420 | $314.1K | 0.16% | −77−1.4% | Reduced |
| Charter Trust Co | 5,412 | $313.7K | 0.02% | +5,412 | New |
| Bridgewealth Advisory Group, LLC | 5,393 | $312.6K | 0.15% | +10.0% | Added |
| Inscription Capital, LLC | 5,390 | $312.4K | 0.05% | +5,390 | New |
| Guyasuta Investment Advisors Inc | 6,331 | $311.6K | 0.02% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,364 | $310.9K | 0.05% | +237+4.6% | Added |
| Alaethes Wealth LLC | 5,363 | $310.8K | 0.14% | 00.0% | Unchanged |
| Security National Bank of So Dak | 5,357 | $310.5K | 0.19% | −1,867−25.8% | Reduced |
| Hardy Reed LLC | 5,349 | $310.0K | 0.04% | +36+0.7% | Added |
| Portfolio Strategies, Inc. | 5,349 | $310.0K | 0.02% | +5,349 | New |
| CFO4Life Group, LLC | 5,342 | $309.6K | 0.06% | +110+2.1% | Added |
| Howe & Rusling Inc | 5,339 | $309.4K | 0.03% | −991−15.7% | Reduced |
| First Command Advisory Services, Inc. | 4,752 | $308.9K | 0.00% | +103+2.2% | Added |
| Hohimer Wealth Management, LLC | 5,323 | $308.5K | 0.07% | +5,323 | New |
| Mosaic Family Wealth Partners, LLC | 5,317 | $308.1K | 0.05% | −12−0.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 5,312 | $307.9K | 0.25% | +725+15.8% | Added |
| Constitution Capital LLC | 5,300 | $307.2K | 0.17% | 00.0% | Unchanged |
| Raelipskie Partnership | 5,300 | $307.2K | 0.18% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 5,272 | $305.6K | 0.06% | −625−10.6% | Reduced |
| Coastline Trust Co | 5,272 | $305.6K | 0.04% | +357+7.3% | Added |
| Wallace Capital Management Inc. | 5,268 | $305.3K | 0.04% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 5,250 | $304.3K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,239 | $303.7K | 0.05% | +17+0.3% | Added |
| Ellevest, Inc. | 5,237 | $303.5K | 0.02% | +5,237 | New |
| Guardian Wealth Management, Inc. | 5,224 | $302.8K | 0.23% | −265−4.8% | Reduced |
| Advisory Alpha, LLC | 5,220 | $302.6K | 0.01% | +89+1.7% | Added |
| Magnus Financial Group LLC | 5,216 | $302.3K | 0.04% | −101−1.9% | Reduced |
| Crewe Advisors LLC | 5,211 | $302.0K | 0.04% | +5,211 | New |
| Boston Mountain Money Management Inc | 5,210 | $302.0K | 0.21% | +5,210 | New |
| Legacy Private Trust Co. | 5,205 | $301.7K | 0.02% | −945−15.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,926 | $301.0K | 0.00% | −1,710−25.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,186 | $300.6K | 0.02% | −2,710−34.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,184 | $300.4K | 0.08% | +791+18.0% | Added |
| BluePath Capital Management, LLC | 5,182 | $300.3K | 0.23% | +5,182 | New |
| Salomon & Ludwin, LLC | 5,181 | $300.3K | 0.03% | −68−1.3% | Reduced |
| Narus Financial Partners, LLC | 5,173 | $299.8K | 0.13% | +28+0.5% | Added |
| Matrix Private Capital Group LLC | 5,171 | $299.7K | 0.20% | +13+0.3% | Added |
| Chapin Davis, Inc. | 5,160 | $299.1K | 0.11% | −262−4.8% | Reduced |