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 |
|---|---|---|---|---|---|
| Pegasus Partners Ltd. | 5,154 | $298.7K | 0.03% | +287+5.9% | Added |
| Annex Advisory Services, LLC | 5,142 | $298.0K | 0.01% | +5,142 | New |
| New Republic Capital, LLC | 5,121 | $296.8K | 0.19% | −1,778−25.8% | Reduced |
| Burt Wealth Advisors | 5,117 | $296.6K | 0.08% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 5,115 | $296.5K | 0.02% | +354+7.4% | Added |
| Bryn Mawr Trust Co | 5,114 | $296.4K | 0.01% | +5,114 | New |
| Whalerock Point Partners, LLC | 5,108 | $296.1K | 0.08% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5,105 | $295.9K | 0.24% | −696−12.0% | Reduced |
| CVA Family Office, LLC | 5,084 | $294.7K | 0.05% | +39+0.8% | Added |
| Birch Hill Investment Advisors LLC | 5,079 | $294.4K | 0.01% | +5,079 | New |
| Caldwell Sutter Capital, Inc. | 5,077 | $294.2K | 0.14% | −173−3.3% | Reduced |
| CBOE Vest Financial, LLC | 5,070 | $293.9K | 0.01% | +5,070 | New |
| Check Capital Management Inc | 5,063 | $293.5K | 0.02% | −1,800−26.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,056 | $293.0K | 0.00% | −6−0.1% | Reduced |
| Forte Capital LLC | 5,053 | $292.9K | 0.04% | −292−5.5% | Reduced |
| MKT Advisors LLC | 5,141 | $292.7K | 0.16% | −2,769−35.0% | Reduced |
| Cornerstone Wealth Group, LLC | 5,039 | $292.1K | 0.03% | +5,039 | New |
| Mokosak Advisory Group, LLC | 5,015 | $290.7K | 0.10% | +704+16.3% | Added |
| Indiana Trust & Investment Management CO | 5,015 | $290.7K | 0.12% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 5,045 | $290.6K | 0.18% | +3+0.1% | Added |
| Financial Architects, LLC | 5,002 | $289.9K | 0.20% | +5,002 | New |
| Verity & Verity, LLC | 5,001 | $289.9K | 0.03% | −4,509−47.4% | Reduced |
| Puzo Michael J | 5,000 | $289.8K | 0.08% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 5,000 | $289.8K | 0.09% | 00.0% | Unchanged |
| Triad Investment Management | 5,000 | $289.8K | 0.35% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,000 | $289.8K | 0.13% | +3,000+150.0% | Added |
| Warwick Investment Management, Inc. | 4,994 | $289.4K | 0.07% | +4,994 | New |
| Quantum Financial Advisors, LLC | 4,992 | $289.3K | 0.05% | +4,992 | New |
| Marino, Stram & Associates LLC | 4,972 | $288.2K | 0.07% | −36−0.7% | Reduced |
| GFS Advisors, LLC | 4,948 | $287.0K | 0.05% | −5,260−51.5% | Reduced |
| WoodTrust Financial Corp | 4,947 | $287.0K | 0.05% | +46+0.9% | Added |
| Cornerstone Wealth Advisors, Inc. | 4,949 | $286.8K | 0.09% | 00.0% | Unchanged |
| Founders Capital Management | 4,942 | $286.4K | 0.19% | −1,871−27.5% | Reduced |
| Wealth Management Associates, Inc. | 4,807 | $285.5K | 0.13% | −299−5.9% | Reduced |
| Saxon Interests, Inc. | 4,925 | $285.4K | 0.14% | +87+1.8% | Added |
| Jacobsen Capital Management | 4,921 | $285.2K | 0.13% | +37+0.8% | Added |
| Optas, LLC | 4,910 | $284.6K | 0.08% | +83+1.7% | Added |
| Willner & Heller, LLC | 4,908 | $284.5K | 0.28% | +30+0.6% | Added |
| Regent Peak Wealth Advisors LLC | 4,900 | $284.0K | 0.07% | +41+0.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,894 | $284.0K | 0.13% | −500−9.3% | Reduced |
| Fortis Group Advisors, LLC | 4,889 | $283.4K | 0.05% | +3,649+294.3% | Added |
| Walker Asset Management, LLC | 4,883 | $283.0K | 0.19% | +27+0.6% | Added |
| Verus Capital Partners, LLC | 4,873 | $282.4K | 0.03% | −212−4.2% | Reduced |
| Consolidated Planning Corp | 4,868 | $282.1K | 0.05% | −399−7.6% | Reduced |
| Stockman Wealth Management, Inc. | 4,864 | $281.9K | 0.05% | +175+3.7% | Added |
| Girard Partners Ltd. | 4,861 | $281.8K | 0.03% | +378+8.4% | Added |
| Cutter & CO Brokerage, Inc. | 4,852 | $281.2K | 0.07% | −59−1.2% | Reduced |
| Vaughan David Investments LLC | 4,845 | $281.0K | 0.01% | −300−5.8% | Reduced |
| Custom Index Systems, LLC | 4,834 | $280.2K | 0.16% | +4,834 | New |
| Klingenstein Fields & Co LP | 4,775 | $276.8K | 0.01% | −1,148−19.4% | Reduced |
| Hayek Kallen Investment Management | 4,760 | $276.0K | 0.11% | −100−2.1% | Reduced |
| Millennium Capital Advisors, LLC | 4,750 | $275.3K | 0.19% | −1,400−22.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,748 | $275.2K | 0.10% | +4,748 | New |
| Penobscot Investment Management Company, Inc. | 4,746 | $275.1K | 0.03% | +233+5.2% | Added |
| Bank of Hawaii | 4,743 | $274.9K | 0.01% | −671−12.4% | Reduced |
| Leo Wealth, LLC | 4,747 | $274.7K | 0.03% | +241+5.3% | Added |
| FinTrust Capital Advisors, LLC | 4,740 | $274.7K | 0.05% | −9,109−65.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,724 | $273.9K | 0.00% | −112−2.3% | Reduced |
| MBL Wealth, LLC | 4,724 | $273.8K | 0.03% | +244+5.4% | Added |
| O'Rourke & Company, Inc | 4,717 | $273.0K | 0.16% | +3+0.1% | Added |
| Belmont Capital, LLC | 4,705 | $272.7K | 0.07% | −4,499−48.9% | Reduced |
| LRI Investments, LLC | 4,685 | $271.6K | 0.07% | +4,685 | New |
| Avaii Wealth Management, LLC | 4,683 | $271.5K | 0.16% | −376−7.4% | Reduced |
| Talisman Wealth Advisors LLC | 4,667 | $270.5K | 0.34% | +77+1.7% | Added |
| Bill Few Associates, Inc. | 4,658 | $270.0K | 0.11% | +23+0.5% | Added |
| Oak Harbor Wealth Partners, LLC | 4,650 | $269.5K | 0.08% | +4,650 | New |
| Prosperity Consulting Group, LLC | 4,644 | $269.2K | 0.03% | +578+14.2% | Added |
| New Covenant Trust Company, N.A. | 4,636 | $268.7K | 0.27% | +4,636 | New |
| Colonial Trust Advisors | 4,634 | $268.6K | 0.03% | −638−12.1% | Reduced |
| Modern Wealth Management, LLC | 4,625 | $268.1K | 0.02% | +4,625 | New |
| Community Trust & Investment Co | 4,619 | $267.7K | 0.02% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 4,600 | $266.6K | 0.01% | +299+7.0% | Added |
| Catalytic Wealth RIA, LLC | 4,599 | $266.6K | 0.05% | +4,599 | New |
| Ellenbecker Investment Group | 4,576 | $265.3K | 0.06% | +373+8.9% | Added |
| Octavia Wealth Advisors, LLC | 4,572 | $265.0K | 0.04% | −103−2.2% | Reduced |
| Prentiss Smith & Co Inc | 4,560 | $264.3K | 0.19% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,556 | $264.1K | 0.06% | 00.0% | Unchanged |
| Holistic Planning, LLC | 4,543 | $263.3K | 0.20% | −70−1.5% | Reduced |
| Monograph Wealth Advisors, LLC | 4,500 | $260.8K | 0.04% | +4,500 | New |
| Amarillo National Bank | 4,485 | $260.0K | 0.05% | −69−1.5% | Reduced |
| Powers Advisory Group, LLC | 4,482 | $259.8K | 0.15% | −1,047−18.9% | Reduced |
| Amplius Wealth Advisors, LLC | 4,476 | $259.4K | 0.03% | −296−6.2% | Reduced |
| Mayflower Financial Advisors, LLC | 4,471 | $259.1K | 0.04% | +24+0.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,567 | $258.9K | 0.05% | −497−9.8% | Reduced |
| Buckhead Capital Management LLC | 4,464 | $258.7K | 0.09% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 4,457 | $258.3K | 0.03% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 5,233 | $258.0K | 0.03% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 4,435 | $257.1K | 0.07% | +148+3.5% | Added |
| Johnson & White Wealth Management, LLC | 4,436 | $257.0K | 0.19% | −813−15.5% | Reduced |
| Affinity Capital Advisors, LLC | 4,431 | $256.8K | 0.06% | −51−1.1% | Reduced |
| Laraway Financial Inc | 4,427 | $256.6K | 0.23% | +10.0% | Added |
| Private Capital Management LLC | 4,420 | $256.2K | 0.06% | +4,420 | New |
| First Citizens Financial Corp | 4,419 | $256.1K | 0.15% | +106+2.5% | Added |
| Advisor OS, LLC | 4,409 | $255.6K | 0.03% | −2,737−38.3% | Reduced |
| Five Oceans Advisors | 4,403 | $255.2K | 0.13% | +17+0.4% | Added |
| HC Advisors, LLC | 4,383 | $254.0K | 0.12% | −605−12.1% | Reduced |
| Mirador Capital Partners LP | 4,383 | $254.0K | 0.05% | +157+3.7% | Added |
| First Western Trust Bank | 4,353 | $252.3K | 0.01% | −72−1.6% | Reduced |
| Romano Brothers and Company | 4,353 | $252.3K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 4,345 | $251.8K | 0.12% | +22+0.5% | Added |