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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 58,292 | $3.38M | 0.48% | +6,290+12.1% | Added |
| Lowe Brockenbrough & Co Inc | 57,383 | $3.33M | 0.22% | −1,662−2.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 57,300 | $3.32M | 0.18% | +8,240+16.8% | Added |
| Moors & Cabot, Inc. | 56,776 | $3.29M | 0.18% | +150+0.3% | Added |
| Cidel Asset Management Inc | 56,692 | $3.29M | 0.25% | −1,012−1.8% | Reduced |
| Signet Financial Management, LLC | 56,683 | $3.29M | 0.45% | +845+1.5% | Added |
| Parcion Private Wealth LLC | 56,583 | $3.28M | 0.29% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 56,495 | $3.27M | 0.08% | +6,762+13.6% | Added |
| Capital Investment Advisors, LLC | 56,486 | $3.27M | 0.08% | −78−0.1% | Reduced |
| Profund Advisors LLC | 56,182 | $3.26M | 0.13% | −929−1.6% | Reduced |
| Wetherby Asset Management Inc | 55,519 | $3.22M | 0.15% | +1,297+2.4% | Added |
| Sequoia Financial Advisors, LLC | 55,253 | $3.20M | 0.04% | −27,208−33.0% | Reduced |
| Mitchell Sinkler & Starr | 55,125 | $3.20M | 0.80% | −1,750−3.1% | Reduced |
| Summit Trail Advisors, LLC | 54,996 | $3.19M | 0.08% | +2,955+5.7% | Added |
| Capital International Sarl | 54,824 | $3.18M | 0.11% | +14,136+34.7% | Added |
| Legato Capital Management LLC | 54,661 | $3.17M | 0.38% | 00.0% | Unchanged |
| Selway Asset Management | 54,600 | $3.16M | 1.26% | 00.0% | Unchanged |
| S&CO Inc | 54,573 | $3.16M | 0.22% | −3,250−5.6% | Reduced |
| Perkins Coie Trust Co | 54,363 | $3.15M | 0.74% | −369−0.7% | Reduced |
| Stonebridge Capital Advisors LLC | 54,173 | $3.14M | 0.28% | −1,753−3.1% | Reduced |
| Qsemble Capital Management, LP | 53,780 | $3.12M | 0.68% | −72,659−57.5% | Reduced |
| Quad-Cities Investment Group, LLC | 53,295 | $3.09M | 1.80% | −1,088−2.0% | Reduced |
| Montag A & Associates Inc | 53,294 | $3.09M | 0.15% | −5,208−8.9% | Reduced |
| Cynosure Management, LLC | 53,255 | $3.09M | 0.55% | −58,356−52.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 53,008 | $3.07M | 0.03% | −722−1.3% | Reduced |
| Capitolis Liquid Global Markets LLC | 52,800 | $3.06M | 0.05% | +52,800 | New |
| Haverford Trust Co | 52,773 | $3.06M | 0.03% | +10,579+25.1% | Added |
| Checchi Capital Advisers, LLC | 52,716 | $3.06M | 0.24% | +1,464+2.9% | Added |
| Oppenheimer & Co Inc | 52,634 | $3.05M | 0.05% | +12,268+30.4% | Added |
| Trust Point Inc. | 52,470 | $3.04M | 0.24% | +1,705+3.4% | Added |
| Clear Harbor Asset Management, LLC | 52,268 | $3.03M | 0.27% | 00.0% | Unchanged |
| Signaturefd, LLC | 52,244 | $3.03M | 0.06% | +3,434+7.0% | Added |
| SOL Capital Management CO | 52,143 | $3.02M | 0.38% | −1,500−2.8% | Reduced |
| NorthRock Partners, LLC | 52,124 | $3.02M | 0.12% | +57+0.1% | Added |
| D L Carlson Investment Group Inc | 51,579 | $2.99M | 0.58% | +1,715+3.4% | Added |
| Valeo Financial Advisors, LLC | 49,255 | $2.98M | 0.11% | −6,610−11.8% | Reduced |
| Goelzer Investment Management, Inc. | 51,498 | $2.98M | 0.17% | −4,125−7.4% | Reduced |
| Central Trust Co | 51,191 | $2.97M | 0.07% | −2,668−5.0% | Reduced |
| Huntington National Bank | 51,092 | $2.96M | 0.02% | −9,483−15.7% | Reduced |
| Paradigm Asset Management Co LLC | 51,052 | $2.96M | 0.75% | −1,350−2.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 50,891 | $2.95M | 0.68% | +1,795+3.7% | Added |
| Kingswood Wealth Advisors, LLC | 50,700 | $2.94M | 0.34% | −2,631−4.9% | Reduced |
| Van Leeuwen & Company, LLC | 50,601 | $2.93M | 1.49% | −5,624−10.0% | Reduced |
| Transcend Wealth Collective, LLC | 50,363 | $2.92M | 0.23% | +1,501+3.1% | Added |
| InterOcean Capital Group, LLC | 50,299 | $2.92M | 0.07% | −3,249−6.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 50,000 | $2.90M | 1.02% | −1,500−2.9% | Reduced |
| Iat Reinsurance Co Ltd. | 50,000 | $2.90M | 1.29% | 00.0% | Unchanged |
| Ally Financial Inc. | 50,000 | $2.90M | 0.39% | +50,000 | New |
| Associated Banc-Corp | 49,998 | $2.90M | 0.09% | −609−1.2% | Reduced |
| Forum Financial Management, LP | 49,938 | $2.89M | 0.05% | −641−1.3% | Reduced |
| FineMark National Bank & Trust | 49,775 | $2.88M | 0.11% | +4,344+9.6% | Added |
| Global Retirement Partners, LLC | 49,663 | $2.88M | 0.11% | +1,293+2.7% | Added |
| Clearstead Advisors, LLC | 46,857 | $2.87M | 0.14% | −2,509−5.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 49,542 | $2.87M | 0.01% | −2,456−4.7% | Reduced |
| Capital Asset Advisory Services LLC | 49,995 | $2.87M | 0.16% | +7,020+16.3% | Added |
| Warren Averett Asset Management, LLC | 49,364 | $2.86M | 0.07% | +12,588+34.2% | Added |
| Apexium Financial, LP | 49,218 | $2.85M | 0.22% | −49,307−50.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 49,162 | $2.85M | 0.01% | +49,162 | New |
| IMS Capital Management | 49,133 | $2.85M | 1.32% | −12,150−19.8% | Reduced |
| Avestar Capital, LLC | 49,013 | $2.84M | 0.33% | +12,854+35.5% | Added |
| Gotham Asset Management, LLC | 48,953 | $2.84M | 0.04% | +31,252+176.6% | Added |
| Global Frontier Investments LLC | 48,661 | $2.82M | 0.83% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 48,634 | $2.82M | 0.11% | −103,394−68.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 48,308 | $2.80M | 0.04% | −16,209−25.1% | Reduced |
| Hamilton Capital Partners Inc. | 48,070 | $2.79M | 0.34% | +28,970+151.7% | Added |
| Foster Group, Inc. | 48,029 | $2.78M | 0.14% | +883+1.9% | Added |
| Meiji Yasuda Life Insurance Co | 47,945 | $2.78M | 0.06% | +236+0.5% | Added |
| Stoneridge Investment Partners LLC | 47,934 | $2.78M | 1.06% | −68,269−58.7% | Reduced |
| Coppell Advisory Solutions Corp. | 47,851 | $2.77M | 0.52% | +47,851 | New |
| Sumitomo Life Insurance Co | 47,786 | $2.77M | 0.07% | −1,820−3.7% | Reduced |
| Twin City Private Wealth, LLC | 47,656 | $2.76M | 2.72% | +47,656 | New |
| Somerset Group LLC | 47,629 | $2.76M | 2.59% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 47,498 | $2.75M | 0.50% | −8,944−15.8% | Reduced |
| National Asset Management, Inc. | 67,346 | $2.75M | 0.07% | +12,473+22.7% | Added |
| Trajan Wealth LLC | 47,429 | $2.75M | 0.19% | +47,429 | New |
| Fiduciary Family Office, LLC | 47,312 | $2.74M | 1.08% | +13,914+41.7% | Added |
| Resources Investment Advisors, LLC. | 47,209 | $2.74M | 0.04% | −8,168−14.7% | Reduced |
| Trust Asset Management LLC | 47,042 | $2.73M | 0.24% | −304−0.6% | Reduced |
| Lincoln National Corp | 46,786 | $2.71M | 0.04% | +2,620+5.9% | Added |
| Walleye Capital LLC | 46,765 | $2.71M | 0.03% | −378,180−89.0% | Reduced |
| Lakeview Capital Partners, LLC | 46,706 | $2.71M | 0.44% | −2,657−5.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 46,637 | $2.70M | 0.02% | −211,588−81.9% | Reduced |
| Ritholtz Wealth Management | 46,535 | $2.70M | 0.09% | +1,400+3.1% | Added |
| Factorial Partners, LLC | 46,400 | $2.69M | 1.53% | −48,400−51.1% | Reduced |
| Pavion Blue Capital, LLC | 46,296 | $2.68M | 1.33% | −211−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 46,279 | $2.68M | 0.43% | +5,029+12.2% | Added |
| Equitable Holdings, Inc. | 46,110 | $2.67M | 0.03% | +12,076+35.5% | Added |
| Fiduciary Trust Co | 46,068 | $2.67M | 0.04% | +702+1.5% | Added |
| Brighton Jones LLC | 46,058 | $2.67M | 0.10% | +10,386+29.1% | Added |
| Pring Turner Capital Group Inc | 46,004 | $2.67M | 1.94% | −1,234−2.6% | Reduced |
| Union Heritage Capital, LLC | 45,970 | $2.66M | 1.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 45,925 | $2.66M | 0.27% | +2,434+5.6% | Added |
| HTLF Bank | 45,898 | $2.66M | 0.31% | −374−0.8% | Reduced |
| Cohen Investment Advisors LLC | 45,878 | $2.66M | 1.72% | +4,998+12.2% | Added |
| Paloma Partners Management Co | 45,724 | $2.65M | 0.38% | +20,221+79.3% | Added |
| Argyle Capital Management Inc. | 45,693 | $2.65M | 1.02% | −2,350−4.9% | Reduced |
| Peoples Bank | 45,649 | $2.65M | 2.07% | −2,455−5.1% | Reduced |
| Capital Investment Counsel, Inc | 45,181 | $2.62M | 0.45% | −9,275−17.0% | Reduced |
| Avitas Wealth Management LLC | 45,177 | $2.62M | 0.40% | +45,177 | New |
| Kuhn & Co Investment Counsel | 45,101 | $2.61M | 2.46% | 00.0% | Unchanged |