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 |
|---|---|---|---|---|---|
| Concord Asset Management, LLC | 4,330 | $250.9K | 0.07% | +10+0.2% | Added |
| Acorn Wealth Advisors, LLC | 4,329 | $250.9K | 0.13% | −225−4.9% | Reduced |
| Wealth Group, Ltd. | 4,306 | $250.0K | 0.19% | +4,306 | New |
| Levin Capital Strategies, L.P. | 4,300 | $249.2K | 0.03% | −777−15.3% | Reduced |
| First Personal Financial Services | 4,294 | $248.9K | 0.06% | +881+25.8% | Added |
| Concentrum Wealth Management | 4,271 | $247.6K | 0.11% | +4,271 | New |
| Chesapeake Wealth Management | 4,266 | $247.3K | 0.09% | +26+0.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,261 | $247.0K | 0.06% | −607−12.5% | Reduced |
| First American Bank | 4,255 | $246.6K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 4,253 | $246.5K | 0.03% | +14+0.3% | Added |
| Builder Investment Group Inc | 4,250 | $246.3K | 0.07% | −8−0.2% | Reduced |
| X-Square Capital, LLC | 4,142 | $246.0K | 0.12% | −497−10.7% | Reduced |
| Gradient Capital Advisors, LLC | 4,244 | $246.0K | 0.09% | +17+0.4% | Added |
| TCI Wealth Advisors, Inc. | 4,242 | $245.8K | 0.02% | +47+1.1% | Added |
| WealthTrust Axiom LLC | 4,237 | $245.6K | 0.08% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 4,229 | $245.1K | 0.06% | −447−9.6% | Reduced |
| Steward Partners Investment Solutions, LLC | 4,225 | $244.9K | 0.04% | −571−11.9% | Reduced |
| Tradewinds Capital Management, LLC | 4,225 | $244.9K | 0.07% | +3,400+412.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,223 | $244.8K | 0.13% | −2,107−33.3% | Reduced |
| 1858 Wealth Management, LLC | 4,963 | $244.3K | 0.23% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,209 | $243.9K | 0.06% | +98+2.4% | Added |
| Professional Financial Advisors, LLC | 4,208 | $243.9K | 0.07% | +25+0.6% | Added |
| Woodstock Corp | 4,205 | $243.7K | 0.03% | −169−3.9% | Reduced |
| James Hambro & Partners | 4,194 | $243.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,177 | $242.1K | 0.05% | +66+1.6% | Added |
| Gould Asset Management LLC | 4,157 | $240.9K | 0.06% | 00.0% | Unchanged |
| Arden Trust Co | 4,155 | $240.8K | 0.03% | −650−13.5% | Reduced |
| First County Bank | 4,151 | $240.6K | 0.12% | −29−0.7% | Reduced |
| Tillman Hartley LLC | 4,147 | $240.4K | 0.08% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 4,168 | $240.1K | 0.06% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 4,141 | $240.0K | 0.01% | −9,755−70.2% | Reduced |
| Pinnacle Holdings, LLC | 4,133 | $239.5K | 0.10% | −94−2.2% | Reduced |
| Syverson Strege & Co | 4,133 | $239.5K | 0.09% | −1,794−30.3% | Reduced |
| Skyline Advisors, Inc. | 4,132 | $239.5K | 0.11% | −199−4.6% | Reduced |
| Cravens & Co Advisors, LLC | 4,125 | $239.1K | 0.20% | +4,125 | New |
| Community Bank, N.A. | 4,125 | $239.0K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4,121 | $238.9K | 0.06% | −1,320−24.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,101 | $237.7K | 0.06% | −1,000−19.6% | Reduced |
| Keynote Financial Services LLC | 4,100 | $237.6K | 0.20% | +4,100 | New |
| Financial Security Advisor, Inc. | 4,091 | $237.1K | 0.08% | +13+0.3% | Added |
| United Community Bank | 4,090 | $237.1K | 0.09% | −45−1.1% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 4,079 | $236.4K | 0.10% | +4,079 | New |
| Centurion Wealth Management LLC | 4,079 | $236.4K | 0.09% | +4,079 | New |
| Invenio Wealth Partners LLC | 4,067 | $235.7K | 0.13% | +4,067 | New |
| QVR LLC | 4,066 | $235.7K | 0.04% | +4,066 | New |
| Prelude Capital Management, LLC | 4,063 | $235.5K | 0.02% | +4,063 | New |
| Investment House LLC | 4,054 | $235.0K | 0.01% | +4,054 | New |
| Encompass Wealth Advisors, LLC | 4,053 | $234.9K | 0.06% | −924−18.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,052 | $234.9K | 0.08% | −100−2.4% | Reduced |
| Abacus Planning Group, Inc. | 4,050 | $234.7K | 0.05% | +4,050 | New |
| Twin Focus Capital Partners, LLC | 4,047 | $234.6K | 0.04% | +4,047 | New |
| Moloney Securities Asset Management, LLC | 4,045 | $234.5K | 0.04% | −679−14.4% | Reduced |
| West Financial Advisors, LLC | 4,039 | $234.1K | 0.05% | +2,059+104.0% | Added |
| Coyle Financial Counsel LLC | 4,038 | $234.0K | 0.08% | +4,038 | New |
| Asset Dedication, LLC | 4,052 | $234.0K | 0.02% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,033 | $233.8K | 0.06% | +4,033 | New |
| Solidarilty Wealth, LLC | 4,023 | $233.2K | 0.07% | +4,023 | New |
| Hurlow Wealth Management Group, Inc. | 4,017 | $232.8K | 0.08% | +4,017 | New |
| United Bank | 4,000 | $231.8K | 0.03% | +4,000 | New |
| Centennial Bank | 3,989 | $231.0K | 0.12% | −587−12.8% | Reduced |
| 17 Capital Partners, LLC | 3,966 | $229.9K | 0.17% | −750−15.9% | Reduced |
| Executive Wealth Management, LLC | 3,981 | $229.3K | 0.02% | +3,981 | New |
| HFG Advisors, Inc. | 3,953 | $229.1K | 0.20% | −397−9.1% | Reduced |
| Sachetta, LLC | 4,654 | $229.1K | 0.11% | 00.0% | Unchanged |
| Holistic Financial Partners | 3,947 | $228.8K | 0.12% | +3,947 | New |
| M&R Capital Management Inc | 3,954 | $228.8K | 0.06% | −1,255−24.1% | Reduced |
| Revolve Wealth Partners, LLC | 3,946 | $228.7K | 0.04% | +3,946 | New |
| Dark Forest Capital Management LP | 3,911 | $226.7K | 0.04% | +3,911 | New |
| Peddock Capital Advisors, LLC | 3,905 | $226.3K | 0.06% | +3,905 | New |
| Hara Capital LLC | 3,895 | $225.8K | 0.14% | +3,895 | New |
| Summit X, LLC | 3,891 | $225.6K | 0.06% | +3,891 | New |
| Financial Advisory Group | 3,883 | $225.1K | 0.04% | +3,883 | New |
| First Pacific Financial | 3,879 | $224.8K | 0.06% | −370−8.7% | Reduced |
| Demars Financial Group, LLC | 3,875 | $224.6K | 0.11% | +3,875 | New |
| Ewa, LLC | 3,623 | $224.2K | 0.10% | +3,623 | New |
| Newman Dignan & Sheerar, Inc. | 3,830 | $222.0K | 0.06% | −500−11.5% | Reduced |
| Bernardo Wealth Planning LLC | 3,826 | $221.7K | 0.06% | +3,826 | New |
| Tompkins Financial Corp | 3,820 | $221.4K | 0.03% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 3,804 | $220.5K | 0.02% | +3,804 | New |
| Denali Advisors LLC | 3,800 | $220.2K | 0.06% | −6,100−61.6% | Reduced |
| First Foundation Advisors | 3,797 | $220.1K | 0.01% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 3,784 | $219.3K | 0.06% | +3,784 | New |
| Copperleaf Capital, LLC | 3,770 | $218.5K | 0.19% | +3,770 | New |
| Brio Consultants, LLC | 3,769 | $218.5K | 0.04% | +3,769 | New |
| One + One Wealth Management, LLC | 3,768 | $218.4K | 0.13% | +3,768 | New |
| ICA Group Wealth Management, LLC | 3,766 | $218.3K | 0.04% | −992−20.8% | Reduced |
| Sovereign Financial Group, Inc. | 3,761 | $218.0K | 0.06% | +3,761 | New |
| Washington Capital Management Inc | 3,760 | $217.9K | 0.18% | +3,760 | New |
| HRC Wealth Management, LLC | 3,756 | $217.7K | 0.16% | +3,756 | New |
| Boston Financial Mangement LLC | 3,753 | $217.5K | 0.01% | +3,753 | New |
| Cottonwood Capital Advisors, LLC | 3,814 | $217.3K | 0.17% | +3,814 | New |
| American Trust | 3,738 | $216.7K | 0.02% | +3,738 | New |
| Rise Advisors, LLC | 3,723 | $215.8K | 0.11% | +1,868+100.7% | Added |
| Principal Street Partners, LLC | 3,478 | $215.3K | 0.04% | +3,478 | New |
| Hazlett, Burt & Watson, Inc. | 3,687 | $215.0K | 0.13% | −325−8.1% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,700 | $214.5K | 0.06% | +3,700 | New |
| Boston Family Office LLC | 3,698 | $214.0K | 0.02% | −1,000−21.3% | Reduced |
| Eagle Wealth Strategies LLC | 3,713 | $213.9K | 0.17% | +3,713 | New |
| Affiance Financial, LLC | 3,683 | $213.5K | 0.06% | +3,683 | New |
| Traveka Wealth, LLC | 3,679 | $213.2K | 0.10% | +3,679 | New |