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
- 2,204
- +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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Harvest Portfolios Group Inc. | 95,755 | $5.55M | 0.22% | −3,446−3.5% | Reduced |
| Madison Asset Management, LLC | 94,757 | $5.49M | 0.07% | −1,927−2.0% | Reduced |
| Kestra Private Wealth Services, LLC | 94,745 | $5.49M | 0.12% | +970+1.0% | Added |
| Siemens Fonds Invest GmbH | 93,362 | $5.41M | 0.42% | −4,881−5.0% | Reduced |
| Bahl & Gaynor Inc | 92,420 | $5.36M | 0.03% | −1,055−1.1% | Reduced |
| Brookmont Capital Management | 92,376 | $5.35M | 2.82% | +349+0.4% | Added |
| NEOS Investment Management LLC | 92,011 | $5.33M | 0.33% | +40,472+78.5% | Added |
| Concentric Wealth Management, LLC | 91,726 | $5.32M | 1.42% | +1,880+2.1% | Added |
| Integrated Wealth Concepts LLC | 91,682 | $5.31M | 0.08% | −32,597−26.2% | Reduced |
| Callan Family Office, LLC | 91,465 | $5.30M | 1.24% | +943+1.0% | Added |
| Elgethun Capital Management | 91,640 | $5.29M | 1.34% | −192−0.2% | Reduced |
| Continental Advisors LLC | 90,906 | $5.27M | 4.17% | +3,000+3.4% | Added |
| Cohen Klingenstein LLC | 90,900 | $5.27M | 0.20% | 00.0% | Unchanged |
| Western Financial Corp | 90,877 | $5.27M | 3.23% | 00.0% | Unchanged |
| Clayton Partners LLC | 90,798 | $5.26M | 4.47% | −4,238−4.5% | Reduced |
| Savant Capital, LLC | 90,752 | $5.26M | 0.06% | +5,936+7.0% | Added |
| Tokio Marine Asset Management Co Ltd | 90,560 | $5.25M | 0.27% | +8,333+10.1% | Added |
| Tiaa Trust, National Association | 90,515 | $5.25M | 0.02% | +1,846+2.1% | Added |
| iA Global Asset Management Inc. | 89,732 | $5.20M | 0.11% | −9,864−9.9% | Reduced |
| Assenagon Asset Management S.A. | 88,754 | $5.14M | 0.01% | +1,606+1.8% | Added |
| Altrafin AG | 88,300 | $5.12M | 1.85% | −260−0.3% | Reduced |
| Mill Capital Management, LLC | 88,168 | $5.11M | 0.43% | −620−0.7% | Reduced |
| Gifford Fong Associates | 88,052 | $5.10M | 1.41% | 00.0% | Unchanged |
| Toroso Investments, LLC | 88,063 | $5.10M | 0.09% | +15,139+20.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 87,738 | $5.08M | 0.52% | −2,832−3.1% | Reduced |
| Stratos Wealth Partners, LTD. | 87,706 | $5.08M | 0.08% | −6,352−6.8% | Reduced |
| Longbow Finance SA | 87,569 | $5.08M | 0.51% | +87,569 | New |
| Richard Bernstein Advisors LLC | 87,213 | $5.05M | 0.11% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 86,500 | $5.01M | 0.44% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 85,183 | $4.94M | 3.08% | −330−0.4% | Reduced |
| Alberta Investment Management Corp | 84,800 | $4.92M | 0.05% | −27,375−24.4% | Reduced |
| Horizon Investments, LLC | 85,048 | $4.90M | 0.13% | +1,207+1.4% | Added |
| Acadian Asset Management LLC | 84,464 | $4.89M | 0.02% | −15,598−15.6% | Reduced |
| Barr E S & Co | 84,307 | $4.89M | 0.32% | −14,582−14.7% | Reduced |
| Principal Securities, Inc. | 84,170 | $4.88M | 0.15% | +7,824+10.2% | Added |
| Regions Financial Corp | 83,437 | $4.84M | 0.04% | −1,458−1.7% | Reduced |
| Simplicity Wealth,LLC | 83,350 | $4.83M | 0.12% | +73,181+719.6% | Added |
| Merit Financial Group, LLC | 80,560 | $4.83M | 0.12% | +35,716+79.6% | Added |
| Semmax Financial Advisors Inc. | 78,244 | $4.82M | 1.59% | −14,102−15.3% | Reduced |
| RFG Advisory, LLC | 83,089 | $4.82M | 0.16% | +462+0.6% | Added |
| Compagnie Lombard Odier SCmA | 83,010 | $4.81M | 0.09% | −4,000−4.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 82,988 | $4.81M | 0.20% | +9,666+13.2% | Added |
| Colony Group, LLC | 82,913 | $4.81M | 0.04% | +64,759+356.7% | Added |
| AE Wealth Management LLC | 80,729 | $4.68M | 0.05% | −284,658−77.9% | Reduced |
| Kingsview Wealth Management, LLC | 80,161 | $4.65M | 0.12% | +16,492+25.9% | Added |
| Twin Capital Management Inc | 79,459 | $4.61M | 0.57% | −5,157−6.1% | Reduced |
| Veriti Management LLC | 79,007 | $4.58M | 0.34% | +6,283+8.6% | Added |
| Central Pacific Bank - Trust Division | 79,375 | $4.57M | 0.57% | +79,375 | New |
| Argent Trust Co | 78,694 | $4.56M | 0.21% | +12,831+19.5% | Added |
| Weik Capital Management | 77,398 | $4.49M | 1.91% | −500−0.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 77,000 | $4.46M | 0.57% | 00.0% | Unchanged |
| Verition Fund Management LLC | 76,559 | $4.44M | 0.04% | −1,624−2.1% | Reduced |
| Prudential PLC | 75,494 | $4.38M | 0.04% | −106,452−58.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 75,486 | $4.38M | 0.07% | −136,642−64.4% | Reduced |
| HighMark Wealth Management LLC | 74,775 | $4.34M | 2.69% | −82−0.1% | Reduced |
| Wedbush Securities Inc | 74,687 | $4.33M | 0.16% | +4,183+5.9% | Added |
| Connable Office Inc | 74,363 | $4.31M | 0.49% | −1,403−1.9% | Reduced |
| Entropy Technologies, LP | 74,183 | $4.30M | 0.46% | +74,183 | New |
| Synovus Financial Corp | 72,910 | $4.23M | 0.05% | +47+0.1% | Added |
| Axxcess Wealth Management, LLC | 72,567 | $4.21M | 0.12% | +7,114+10.9% | Added |
| Genus Capital Management Inc. | 72,400 | $4.20M | 0.54% | +72,400 | New |
| Daymark Wealth Partners, LLC | 72,256 | $4.19M | 0.23% | +4,910+7.3% | Added |
| Banco Santander, S.A. | 72,189 | $4.18M | 0.05% | −27,037−27.2% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 71,766 | $4.16M | 1.78% | −23,262−24.5% | Reduced |
| Park Avenue Securities LLC | 71,737 | $4.16M | 0.05% | +8,899+14.2% | Added |
| Apollon Wealth Management, LLC | 71,490 | $4.14M | 0.13% | +1,588+2.3% | Added |
| Bradley Foster & Sargent Inc | 71,465 | $4.14M | 0.07% | −630−0.9% | Reduced |
| Peapack Gladstone Financial Corp | 70,760 | $4.10M | 0.06% | −5,229−6.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 70,115 | $4.06M | 0.77% | −5,724−7.5% | Reduced |
| AIA Group Ltd | 69,892 | $4.05M | 0.13% | +44,692+177.3% | Added |
| Level Four Advisory Services, LLC | 82,294 | $4.05M | 0.22% | +5,610+7.3% | Added |
| SWS Partners | 69,507 | $4.03M | 1.20% | +3,231+4.9% | Added |
| Vestcor Inc | 68,852 | $3.99M | 0.14% | −8,782−11.3% | Reduced |
| Welch & Forbes LLC | 68,538 | $3.97M | 0.05% | +506+0.7% | Added |
| NWF Advisory Services Inc. | 68,441 | $3.97M | 0.66% | −14,698−17.7% | Reduced |
| Greenleaf Trust | 68,270 | $3.96M | 0.04% | −2,296−3.3% | Reduced |
| Culbertson A N & Co Inc | 67,987 | $3.94M | 0.68% | −1,240−1.8% | Reduced |
| Karpas Strategies, LLC | 66,470 | $3.85M | 1.20% | +243+0.4% | Added |
| Guardian Capital Advisors LP | 67,022 | $3.83M | 0.41% | −4,518−6.3% | Reduced |
| Empower Advisory Group, LLC | 65,571 | $3.80M | 0.01% | +9,936+17.9% | Added |
| Plato Investment Management Ltd | 65,490 | $3.80M | 0.39% | +61,714+1,634.4% | Added |
| Portside Wealth Group, LLC | 64,564 | $3.74M | 0.69% | −8,226−11.3% | Reduced |
| Oldfather Financial Services, LLC | 64,552 | $3.74M | 1.54% | −248−0.4% | Reduced |
| Sigma Planning Corp | 64,339 | $3.73M | 0.12% | +35,206+120.8% | Added |
| HighPoint Advisor Group LLC | 60,723 | $3.72M | 0.26% | +1,450+2.4% | Added |
| LGT Group Foundation | 63,334 | $3.67M | 0.09% | −15,629−19.8% | Reduced |
| HB Wealth Management, LLC | 62,908 | $3.65M | 0.05% | +496+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 62,855 | $3.64M | 0.05% | −248−0.4% | Reduced |
| DoubleLine ETF Adviser LP | 62,659 | $3.63M | 0.92% | +1,963+3.2% | Added |
| Independent Advisor Alliance | 62,557 | $3.63M | 0.13% | −6,836−9.9% | Reduced |
| Pinnacle Financial Partners Inc | 61,314 | $3.55M | 0.08% | +214+0.4% | Added |
| Bleakley Financial Group, LLC | 60,677 | $3.52M | 0.10% | −3,092−4.8% | Reduced |
| Waterloo Capital, L.P. | 60,647 | $3.52M | 0.45% | +10,419+20.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 60,490 | $3.51M | 0.25% | +60,490 | New |
| Boston Private Wealth LLC | 59,911 | $3.47M | 0.08% | −1,217−2.0% | Reduced |
| Asio Capital, LLC | 59,870 | $3.47M | 0.74% | −23,310−28.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59,663 | $3.46M | 0.16% | +9,653+19.3% | Added |
| Focus Financial Network, Inc. | 58,401 | $3.43M | 0.17% | +58,401 | New |
| Williams Jones Wealth Management, LLC. | 58,810 | $3.41M | 0.04% | +1,074+1.9% | Added |
| Investment Management Corp of Ontario | 58,632 | $3.40M | 0.10% | −97,143−62.4% | Reduced |