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 |
|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 3,679 | $213.2K | 0.10% | +3,679 | New |
| Financial Insights, Inc. | 3,675 | $213.0K | 0.06% | +3,675 | New |
| WSFS Capital Management, LLC | 3,675 | $213.0K | 0.01% | +3,675 | New |
| Bell Investment Advisors, Inc | 3,673 | $212.9K | 0.04% | −20−0.5% | Reduced |
| Interchange Capital Partners, LLC | 3,628 | $212.8K | 0.14% | +3,628 | New |
| Power Wealth Management LLC | 3,662 | $212.3K | 0.13% | +3,662 | New |
| Flagship Harbor Advisors, LLC | 3,662 | $212.2K | 0.01% | −2,034−35.7% | Reduced |
| Hantz Financial Services, Inc. | 3,652 | $212.0K | 0.00% | −260−6.6% | Reduced |
| Financial Management Network Inc | 3,728 | $211.3K | 0.05% | +3,728 | New |
| Cozad Asset Management Inc | 3,642 | $211.1K | 0.02% | +3,642 | New |
| Outlook Wealth Advisors, LLC | 3,642 | $211.1K | 0.07% | +3,642 | New |
| Oversea-Chinese Banking CORP Ltd | 3,643 | $211.1K | 0.01% | +3,643 | New |
| City State Bank | 3,629 | $210.0K | 0.09% | −400−9.9% | Reduced |
| Seed Wealth Management, Inc. | 3,643 | $209.9K | 0.20% | +3,643 | New |
| Wealthquest Corp | 3,609 | $209.2K | 0.02% | +3,609 | New |
| Endowment Wealth Management, Inc. | 3,600 | $208.7K | 0.16% | +3,600 | New |
| West Wealth Group, LLC | 3,595 | $208.3K | 0.08% | −1,431−28.5% | Reduced |
| Heritage Investors Management Corp | 3,585 | $208.0K | 0.01% | +3,585 | New |
| Finer Wealth Management, Inc. | 3,581 | $207.6K | 0.14% | −1,029−22.3% | Reduced |
| Cedar Point Capital Partners, LLC | 3,564 | $206.6K | 0.16% | +3,564 | New |
| Towerpoint Wealth, LLC | 3,561 | $206.4K | 0.10% | +3,561 | New |
| Pinnacle Wealth Management Group, Inc. | 3,550 | $205.8K | 0.15% | +3,550 | New |
| RKL Wealth Management LLC | 3,543 | $205.4K | 0.02% | +3,543 | New |
| Oxbow Advisors, LLC | 3,533 | $204.8K | 0.03% | +3,533 | New |
| Keebeck Wealth Management, LLC | 3,533 | $204.8K | 0.03% | +3,533 | New |
| Echo45 Advisors LLC | 3,522 | $204.1K | 0.15% | +3,522 | New |
| Buttonwood Financial Advisors Inc. | 3,519 | $204.0K | 0.10% | +3,519 | New |
| AJOVista, LLC | 3,509 | $203.4K | 0.55% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 3,500 | $202.9K | 0.04% | +3,500 | New |
| McKinley Carter Wealth Services, Inc. | 3,495 | $202.6K | 0.01% | +3,495 | New |
| HBW Advisory Services LLC | 4,109 | $202.0K | 0.04% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3,483 | $201.9K | 0.02% | +3,483 | New |
| Boyd Watterson Asset Management LLC | 3,482 | $201.8K | 0.07% | 00.0% | Unchanged |
| Northstar Group, Inc. | 3,479 | $201.6K | 0.04% | +3,479 | New |
| Trust Co of Virginia | 3,476 | $201.5K | 0.02% | +3,476 | New |
| Madrona Financial Services, LLC | 3,474 | $201.3K | 0.07% | +3,474 | New |
| Sprinkle Financial Consultants LLC | 3,473 | $201.3K | 0.17% | +3,473 | New |
| Goldstone Financial Group, LLC | 3,468 | $201.0K | 0.05% | +3,468 | New |
| Strategic Wealth Partners, Ltd. | 3,467 | $201.0K | 0.02% | +3,467 | New |
| Chilton Investment Co LLC | 3,465 | $200.8K | 0.01% | −683−16.5% | Reduced |
| Quantum Private Wealth, LLC | 3,463 | $200.7K | 0.07% | +3,463 | New |
| Cherry Tree Wealth Management, LLC | 3,459 | $200.5K | 0.05% | −80−2.3% | Reduced |
| CoreCap Advisors, LLC | 3,416 | $198.0K | 0.01% | +3,416 | New |
| Bangor Savings Bank | 3,350 | $194.2K | 0.02% | −369−9.9% | Reduced |
| Hall Laurie J Trustee | 3,347 | $194.0K | 0.07% | −660−16.5% | Reduced |
| Hendershot Investments Inc. | 3,266 | $189.3K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,250 | $188.4K | 0.01% | −700−17.7% | Reduced |
| Powell Investment Advisors, LLC | 3,169 | $183.7K | 0.10% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,121 | $180.9K | 0.02% | −49−1.5% | Reduced |
| Capital Advisors, Ltd. LLC | 3,020 | $175.0K | 0.02% | +66+2.2% | Added |
| Grove Bank & Trust | 3,014 | $174.7K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,978 | $172.6K | 0.04% | +1,320+79.6% | Added |
| Colonial Trust Co | 2,961 | $171.6K | 0.03% | −57−1.9% | Reduced |
| Eagle Bay Advisors LLC | 2,960 | $171.6K | 0.11% | −429−12.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,954 | $171.2K | 0.05% | −98−3.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,950 | $171.0K | 0.07% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,913 | $168.8K | 0.04% | −400−12.1% | Reduced |
| Clear Investment Research, LLC | 2,734 | $158.5K | 0.21% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,717 | $157.0K | 0.01% | +17+0.6% | Added |
| CNB Bank | 2,614 | $151.5K | 0.07% | +167+6.8% | Added |
| Gladius Capital Management LP | 2,607 | $151.1K | 0.15% | +2,547+4,245.0% | Added |
| Missouri Trust & Investment Co | 2,605 | $151.0K | 0.06% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,596 | $150.5K | 0.05% | −10.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,583 | $149.7K | 0.02% | +4+0.2% | Added |
| Rosenberg Matthew Hamilton | 2,573 | $148.2K | 0.04% | −179−6.5% | Reduced |
| BKM Wealth Management, LLC | 2,523 | $146.2K | 0.06% | +522+26.1% | Added |
| Carmichael Hill & Associates, Inc. | 2,521 | $146.1K | 0.06% | +5+0.2% | Added |
| Marquette Asset Management, LLC | 2,505 | $145.2K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 2,484 | $144.0K | 0.05% | −50−2.0% | Reduced |
| Ostrum Asset Management | 2,480 | $143.7K | 0.01% | −26,700−91.5% | Reduced |
| PSI Advisors, LLC | 2,360 | $136.8K | 0.05% | −649−21.6% | Reduced |
| Glen Eagle Advisors, LLC | 2,340 | $135.6K | 0.03% | −330−12.4% | Reduced |
| Trust Co | 2,337 | $135.5K | 0.02% | +250+12.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,315 | $134.2K | 0.03% | +49+2.2% | Added |
| Versant Capital Management, Inc | 2,301 | $133.4K | 0.04% | +5+0.2% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,200 | $127.5K | 4.57% | +2,200 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $127.2K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,147 | $124.5K | 0.03% | −99−4.4% | Reduced |
| Voisard Asset Management Group, Inc. | 2,064 | $119.6K | 0.07% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,040 | $118.2K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,036 | $118.0K | 0.09% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,024 | $117.0K | 0.04% | +1,137+128.2% | Added |
| Global Financial Private Client, LLC | 2,021 | $116.4K | 0.05% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,000 | $115.9K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 2,000 | $115.9K | 0.05% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,982 | $114.9K | 0.03% | +79+4.2% | Added |
| AlphaCentric Advisors LLC | 1,946 | $112.8K | 0.07% | −252−11.5% | Reduced |
| DT Investment Partners, LLC | 1,940 | $112.4K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,940 | $112.4K | 0.02% | +353+22.2% | Added |
| Tyler-Stone Wealth Management | 1,898 | $110.0K | 0.05% | −19−1.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $110.0K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,836 | $106.0K | 0.09% | −10−0.4% | Reduced |
| Winch Advisory Services, LLC | 1,828 | $106.0K | 0.03% | +10+0.6% | Added |
| Gables Capital Management Inc. | 1,800 | $104.3K | 0.06% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,774 | $102.8K | 0.01% | −1,060−37.4% | Reduced |
| American National Bank | 1,773 | $102.8K | 0.01% | −662−27.2% | Reduced |
| Larson Financial Group LLC | 1,727 | $100.1K | 0.01% | −810−31.9% | Reduced |
| Nixon Capital, LLC | 1,720 | $99.7K | 0.04% | +1,720 | New |
| Adirondack Trust Co | 1,714 | $99.3K | 0.04% | +169+10.9% | Added |
| Riverview Trust Co | 1,710 | $99.1K | 0.08% | +1,710 | New |