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; 2,883 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
- 2,205
- +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
- 972 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Capital Markets Trading UK LLP | 161,213 | $9.34M | 6.77% | +67,617+72.2% | Added |
| Interval Partners, LP | 160,779 | $9.32M | 0.35% | +160,779 | New |
| CSM Advisors, LLC | 158,772 | $9.20M | 0.61% | +1,050+0.7% | Added |
| Metis Global Partners, LLC | 157,668 | $9.14M | 0.33% | −3,575−2.2% | Reduced |
| Marathon Trading Investment Management LLC | 157,031 | $9.10M | 3.61% | −226,937−59.1% | Reduced |
| Bokf, NA | 154,214 | $8.88M | 0.16% | −9,767−6.0% | Reduced |
| Alerus Financial NA | 152,666 | $8.85M | 0.67% | −3,591−2.3% | Reduced |
| Wedmont Private Capital | 152,910 | $8.80M | 0.64% | +21,496+16.4% | Added |
| Bessemer Group Inc | 151,683 | $8.79M | 0.02% | +68,076+81.4% | Added |
| RBF Capital, LLC | 150,000 | $8.69M | 0.49% | 00.0% | Unchanged |
| New England Asset Management Inc | 149,225 | $8.65M | 1.34% | +6,830+4.8% | Added |
| Poehling Capital Management, LLC | 148,127 | $8.59M | 2.30% | −650.0% | Reduced |
| Eagle Asset Management Inc | 148,516 | $8.56M | 0.04% | +13,513+10.0% | Added |
| Highland Capital Management, LLC | 147,257 | $8.54M | 0.49% | −2,032−1.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 145,720 | $8.45M | 0.58% | −3,554−2.4% | Reduced |
| Metropolitan Life Insurance Co | 145,153 | $8.41M | 0.37% | −2,672−1.8% | Reduced |
| Meritage Portfolio Management | 144,171 | $8.36M | 0.53% | −9,740−6.3% | Reduced |
| Parkwood LLC | 144,166 | $8.36M | 0.88% | +144,166 | New |
| Blume Capital Management, Inc. | 143,378 | $8.31M | 2.03% | −225−0.2% | Reduced |
| Raymond James Trust N.A. | 143,149 | $8.30M | 0.20% | −15,815−9.9% | Reduced |
| Allianz SE | 142,402 | $8.25M | 0.26% | +142,402 | New |
| ARGA Investment Management, LP | 141,752 | $8.22M | 0.28% | −311−0.2% | Reduced |
| Mediolanum International Funds Ltd | 141,651 | $8.16M | 0.13% | +141,651 | New |
| Monte Financial Group, LLC | 140,602 | $8.15M | 3.57% | −7,461−5.0% | Reduced |
| Ieq Capital, LLC | 138,469 | $8.03M | 0.12% | +15,747+12.8% | Added |
| Empirical Finance, LLC | 137,747 | $7.98M | 0.49% | +4,335+3.2% | Added |
| Sowell Financial Services LLC | 136,089 | $7.89M | 0.37% | −1,898−1.4% | Reduced |
| SpiderRock Advisors, LLC | 136,480 | $7.88M | 0.26% | +136,480 | New |
| Tower Research Capital LLC (TRC) | 134,968 | $7.82M | 0.19% | −457,298−77.2% | Reduced |
| Hennessy Advisors Inc | 134,500 | $7.80M | 0.33% | −29,100−17.8% | Reduced |
| Estabrook Capital Management | 134,217 | $7.78M | 1.20% | −1,216−0.9% | Reduced |
| Brinker Capital Investments, LLC | 134,127 | $7.77M | 0.08% | +5,388+4.2% | Added |
| Orion Portfolio Solutions, LLC | 134,127 | $7.77M | 0.08% | +5,388+4.2% | Added |
| Chesley Taft & Associates LLC | 132,590 | $7.68M | 0.39% | +4,455+3.5% | Added |
| Picton Mahoney Asset Management | 132,140 | $7.66M | 0.32% | −8,670−6.2% | Reduced |
| Tufton Capital Management | 132,004 | $7.65M | 1.50% | −1,093−0.8% | Reduced |
| Hikari Power Ltd | 130,460 | $7.56M | 0.65% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 130,000 | $7.54M | 1.23% | −30,000−18.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 129,474 | $7.50M | 0.10% | +595+0.5% | Added |
| Salzhauer Michael | 128,833 | $7.47M | 5.99% | −21,940−14.6% | Reduced |
| EP Wealth Advisors, LLC | 128,048 | $7.42M | 0.09% | −10,521−7.6% | Reduced |
| Sirios Capital Management L P | 127,508 | $7.39M | 1.39% | −65,341−33.9% | Reduced |
| Hoey Investments, Inc | 126,710 | $7.34M | 1.64% | +11,222+9.7% | Added |
| Uncommon Cents Investing LLC | 126,629 | $7.34M | 2.25% | −855−0.7% | Reduced |
| DCM Advisors, LLC | 126,566 | $7.34M | 3.02% | −9,234−6.8% | Reduced |
| tru Independence LLC | 126,470 | $7.33M | 2.16% | −5,659−4.3% | Reduced |
| Institutional & Family Asset Management, LLC | 125,513 | $7.27M | 1.16% | −10,244−7.5% | Reduced |
| Norinchukin Bank, The | 124,762 | $7.23M | 0.22% | −2,784−2.2% | Reduced |
| Empowered Funds, LLC | 124,719 | $7.23M | 0.13% | −48,086−27.8% | Reduced |
| Sicart Associates LLC | 124,275 | $7.20M | 2.64% | −1,500−1.2% | Reduced |
| Intech Investment Management LLC | 124,067 | $7.19M | 0.10% | −88,584−41.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 123,689 | $7.17M | 0.83% | +7,465+6.4% | Added |
| Steward Partners Investment Advisory, LLC | 121,353 | $7.03M | 0.08% | +67,990+127.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 121,326 | $7.03M | 0.16% | −2,073−1.7% | Reduced |
| Chartwell Investment Partners, LLC | 121,245 | $7.03M | 0.24% | +601+0.5% | Added |
| Gibraltar Capital Management, Inc. | 121,075 | $7.02M | 3.27% | −35,336−22.6% | Reduced |
| Vinva Investment Management Ltd | 119,868 | $6.95M | 0.40% | −7,000−5.5% | Reduced |
| Avantax Advisory Services, Inc. | 119,750 | $6.94M | 0.06% | −4,515−3.6% | Reduced |
| Baxter Bros Inc | 118,897 | $6.89M | 0.88% | −3,800−3.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 118,765 | $6.88M | 0.47% | −10,615−8.2% | Reduced |
| Lido Advisors, LLC | 117,928 | $6.84M | 0.06% | −4,100−3.4% | Reduced |
| Mission Wealth Management, LP | 116,718 | $6.76M | 0.18% | +71,215+156.5% | Added |
| TD Waterhouse Canada Inc. | 105,122 | $6.76M | 0.05% | −17,980−14.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 114,198 | $6.62M | 0.17% | −753−0.7% | Reduced |
| Providence Capital Advisors, LLC | 113,695 | $6.59M | 1.44% | −1,715−1.5% | Reduced |
| Beacon Financial Group | 113,160 | $6.56M | 0.75% | −5,050−4.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 110,933 | $6.43M | 0.37% | +3,299+3.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 110,456 | $6.40M | 0.03% | −78,163−41.4% | Reduced |
| Atria Wealth Solutions, Inc. | 110,229 | $6.39M | 0.07% | +8,828+8.7% | Added |
| Allworth Financial LP | 109,276 | $6.33M | 0.04% | +25,358+30.2% | Added |
| Tritonpoint Wealth, LLC | 140,026 | $6.33M | 0.66% | +2,732+2.0% | Added |
| MAI Capital Management | 108,793 | $6.31M | 0.07% | +28,145+34.9% | Added |
| NBW Capital LLC | 108,685 | $6.30M | 1.29% | −324−0.3% | Reduced |
| Rathbone Brothers plc | 108,123 | $6.27M | 0.04% | −3,274−2.9% | Reduced |
| Prospera Financial Services Inc | 107,561 | $6.23M | 0.19% | +4,213+4.1% | Added |
| TD Private Client Wealth LLC | 107,354 | $6.22M | 0.20% | +7,528+7.5% | Added |
| California First Leasing Corp | 106,400 | $6.17M | 2.87% | 00.0% | Unchanged |
| United Services Automobile Association | 105,986 | $6.14M | 0.15% | −1,263−1.2% | Reduced |
| King Luther Capital Management Corp | 105,805 | $6.13M | 0.03% | −1,560−1.5% | Reduced |
| Whittier Trust Co | 105,819 | $6.13M | 0.09% | +2,713+2.6% | Added |
| Procyon Private Wealth Partners, LLC | 105,159 | $6.10M | 0.47% | −298−0.3% | Reduced |
| Bard Financial Services, Inc. | 104,110 | $6.03M | 0.64% | −15,250−12.8% | Reduced |
| Tudor Investment Corp Et Al | 103,827 | $6.02M | 0.07% | −360,880−77.7% | Reduced |
| Long Focus Capital Management, LLC | 103,000 | $5.97M | 0.69% | −25,900−20.1% | Reduced |
| Robinson Value Management, Ltd. | 102,884 | $5.96M | 4.00% | −23,257−18.4% | Reduced |
| Unison Asset Management LLC | 102,668 | $5.95M | 3.12% | −854−0.8% | Reduced |
| Man Group plc | 101,940 | $5.91M | 0.02% | −115,709−53.2% | Reduced |
| Advisory Services Network, LLC | 101,071 | $5.86M | 0.13% | +26,900+36.3% | Added |
| Hutchinson Capital Management | 100,894 | $5.85M | 1.18% | +290.0% | Added |
| Cloverfields Capital Group, LP | 100,171 | $5.81M | 1.96% | +5,949+6.3% | Added |
| Mark Asset Management LP | 99,662 | $5.78M | 0.78% | +39,747+66.3% | Added |
| Swiss Life Asset Management Ltd | 99,198 | $5.75M | 0.08% | −386,003−79.6% | Reduced |
| First National Bank of Omaha | 80,016 | $5.74M | 0.39% | −24,752−23.6% | Reduced |
| Atlantic Union Bankshares Corp | 98,951 | $5.74M | 0.48% | +9,438+10.5% | Added |
| PFG Advisors | 98,870 | $5.73M | 0.42% | −500−0.5% | Reduced |
| Morningstar Investment Management LLC | 97,801 | $5.67M | 0.61% | −2,595−2.6% | Reduced |
| Dorchester Wealth Management Co | 96,783 | $5.61M | 1.01% | −3,900−3.9% | Reduced |
| Ameritas Investment Partners, Inc. | 96,731 | $5.61M | 0.19% | +7,655+8.6% | Added |
| Stephens Inc | 95,818 | $5.55M | 0.09% | −1,520−1.6% | Reduced |
| Winslow Asset Management Inc | 95,791 | $5.55M | 1.05% | −499−0.5% | Reduced |