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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 1,983 | $97.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 1,677 | $97.2K | 0.04% | +33+2.0% | Added |
| Rogco, LP | 1,665 | $96.5K | 0.04% | −169−9.2% | Reduced |
| Covestor Ltd | 1,644 | $95.0K | 0.06% | −238−12.6% | Reduced |
| Atlantic Trust, LLC | 1,617 | $93.7K | 0.02% | +186+13.0% | Added |
| Heritage Wealth Advisors | 1,606 | $93.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,604 | $93.0K | 0.02% | −11,041−87.3% | Reduced |
| Mendota Financial Group, LLC | 1,604 | $93.0K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,586 | $91.9K | 0.02% | +63+4.1% | Added |
| Bay Harbor Wealth Management, LLC | 1,550 | $89.8K | 0.03% | −9−0.6% | Reduced |
| Frazier Financial Advisors, LLC | 1,544 | $89.5K | 0.07% | +79+5.4% | Added |
| WR Wealth Planners, LLC | 1,523 | $88.3K | 0.03% | +1,523 | New |
| Independence Bank of Kentucky | 1,515 | $87.8K | 0.03% | −1,490−49.6% | Reduced |
| Addison Advisors LLC | 1,504 | $87.2K | 0.03% | +95+6.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,495 | $87.0K | 0.04% | −100−6.3% | Reduced |
| Macroview Investment Management LLC | 1,500 | $86.9K | 0.10% | −18−1.2% | Reduced |
| Key Financial Inc | 1,477 | $85.6K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,457 | $84.4K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,435 | $83.0K | 0.07% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,425 | $82.6K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,400 | $81.1K | 0.01% | −3,856−73.4% | Reduced |
| Rocky Mountain Advisers, LLC | 1,400 | $81.1K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,365 | $79.1K | 0.04% | −96−6.6% | Reduced |
| Clarity Asset Management, Inc. | 1,355 | $78.5K | 0.05% | +5+0.4% | Added |
| Family CFO Inc | 1,347 | $78.1K | 0.05% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,328 | $77.0K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,316 | $76.3K | 0.02% | +203+18.2% | Added |
| Northwest Bank & Trust Co | 1,285 | $76.2K | 0.07% | 00.0% | Unchanged |
| Union Savings Bank | 1,293 | $74.9K | 0.04% | −110−7.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,278 | $74.1K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,276 | $74.0K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 1,268 | $73.5K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,267 | $73.4K | 0.07% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,244 | $72.1K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,225 | $71.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $70.7K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,213 | $70.3K | 0.04% | +6+0.5% | Added |
| McIlrath & Eck, LLC | 1,194 | $69.2K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,183 | $68.6K | 0.02% | +883+294.3% | Added |
| City Holding Co | 1,160 | $67.2K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,143 | $66.0K | 0.00% | +101+9.7% | Added |
| Spotlight Asset Group, Inc. | 1,091 | $63.2K | 0.05% | −109−9.1% | Reduced |
| Silicon Valley Capital Partners | 1,088 | $63.1K | 0.01% | +436+66.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,069 | $62.0K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 1,068 | $61.9K | 0.05% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,058 | $61.3K | 0.02% | +3+0.3% | Added |
| Atticus Wealth Management, LLC | 1,050 | $60.9K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,011 | $58.6K | 0.02% | −5,141−83.6% | Reduced |
| Creekmur Asset Management LLC | 1,006 | $58.3K | 0.02% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 1,000 | $58.0K | 0.04% | 00.0% | Unchanged |
| Westport Asset Management Inc | 1,000 | $58.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $58.0K | 0.01% | +1,000 | New |
| Richardson Financial Services Inc. | 995 | $57.7K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 983 | $57.0K | 0.02% | +983 | New |
| Foster Dykema Cabot & Partners, LLC | 979 | $56.7K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 958 | $55.2K | 0.04% | 00.0% | Unchanged |
| Lam Group, Inc. | 900 | $52.2K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 899 | $52.1K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 897 | $52.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 900 | $52.0K | 0.01% | +900 | New |
| Security National Bank | 896 | $51.9K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 890 | $51.6K | 0.00% | +112+14.4% | Added |
| Tortoise Investment Management, LLC | 880 | $51.0K | 0.01% | +80+10.0% | Added |
| Caitlin John, LLC | 871 | $50.5K | 0.04% | +5+0.6% | Added |
| Bogart Wealth, LLC | 863 | $50.0K | 0.00% | −1,029−54.4% | Reduced |
| PrairieView Partners, LLC | 842 | $49.0K | 0.01% | −20−2.3% | Reduced |
| Financial Management Professionals, Inc. | 845 | $49.0K | 0.01% | +27+3.3% | Added |
| Pittenger & Anderson Inc | 831 | $48.2K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 812 | $47.1K | 0.02% | +812 | New |
| Moisand Fitzgerald Tamayo, LLC | 804 | $46.6K | 0.01% | −75−8.5% | Reduced |
| Impact Partnership Wealth, LLC | 800 | $46.4K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 800 | $46.4K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 779 | $45.1K | 0.01% | +418+115.8% | Added |
| BFSG, LLC | 769 | $44.6K | 0.01% | +85+12.4% | Added |
| J.Safra Asset Management Corp | 740 | $42.9K | 0.00% | +648+704.3% | Added |
| Venturi Wealth Management, LLC | 736 | $42.7K | 0.00% | +12+1.7% | Added |
| Signature Resources Capital Management, LLC | 851 | $41.9K | 0.04% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 700 | $40.6K | 0.01% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 697 | $40.4K | 0.00% | −1,933−73.5% | Reduced |
| Hoese & Co LLP | 724 | $40.2K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 681 | $39.5K | 0.01% | −600−46.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 660 | $38.8K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 655 | $38.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 632 | $37.8K | 0.01% | +3+0.5% | Added |
| Optiver Holding B.V. | 628 | $36.4K | 0.00% | +628 | New |
| Cedar Mountain Advisors, LLC | 625 | $36.2K | 0.01% | −18−2.8% | Reduced |
| AllSquare Wealth Management LLC | 600 | $34.8K | 0.02% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 600 | $34.8K | 0.00% | +600 | New |
| Financial Freedom, LLC | 577 | $33.4K | 0.02% | +2+0.3% | Added |
| Private Ocean, LLC | 570 | $33.0K | 0.00% | −110−16.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 560 | $32.5K | 0.00% | −130−18.8% | Reduced |
| St. Johns Investment Management Company, LLC | 553 | $32.1K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 548 | $31.8K | 0.01% | −1,756−76.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 534 | $31.0K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 520 | $30.2K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 520 | $30.0K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $29.0K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 500 | $29.0K | 0.01% | +500 | New |