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 |
|---|---|---|---|---|---|
| 3Chopt Investment Partners, LLC | 44,926 | $2.60M | 1.07% | +3,717+9.0% | Added |
| Slagle Financial, LLC | 44,862 | $2.60M | 1.41% | −93,732−67.6% | Reduced |
| Mount Lucas Management LP | 44,729 | $2.59M | 0.87% | −3,783−7.8% | Reduced |
| Joel Isaacson & Co., LLC | 44,667 | $2.59M | 0.14% | +12,485+38.8% | Added |
| Alaska Permanent Fund Corp | 44,645 | $2.59M | 0.04% | −10,088−18.4% | Reduced |
| MONECO Advisors, LLC | 44,568 | $2.58M | 0.41% | +37,727+551.5% | Added |
| White Pine Capital LLC | 43,544 | $2.58M | 0.98% | −883−2.0% | Reduced |
| IFP Advisors, Inc | 44,534 | $2.58M | 0.11% | −511−1.1% | Reduced |
| Snowden Capital Advisors LLC | 44,477 | $2.58M | 0.08% | −1,099−2.4% | Reduced |
| First National Advisers, LLC | 49,459 | $2.57M | 0.58% | +10,627+27.4% | Added |
| Easterly Investment Partners LLC | 44,309 | $2.57M | 0.20% | −1,915−4.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $2.57M | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 44,221 | $2.56M | 0.50% | −10,110−18.6% | Reduced |
| Convergence Investment Partners, LLC | 44,024 | $2.55M | 0.98% | +2,396+5.8% | Added |
| Insigneo Advisory Services, LLC | 43,813 | $2.54M | 0.30% | +2,249+5.4% | Added |
| Bank of Stockton | 43,651 | $2.53M | 0.78% | −90−0.2% | Reduced |
| Umb Bank N A | 43,325 | $2.51M | 0.04% | −285,794−86.8% | Reduced |
| Brown Brothers Harriman & Co | 42,837 | $2.48M | 0.02% | −8,218−16.1% | Reduced |
| WCG Wealth Advisors LLC | 42,743 | $2.48M | 0.21% | −12,327−22.4% | Reduced |
| Premier Path Wealth Partners, LLC | 42,668 | $2.47M | 0.47% | +705+1.7% | Added |
| Xcel Wealth Management, LLC | 42,579 | $2.47M | 0.77% | −1,231−2.8% | Reduced |
| Franklin Street Advisors Inc | 42,558 | $2.47M | 0.18% | +175+0.4% | Added |
| Gs Investments, Inc. | 42,400 | $2.46M | 1.19% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 42,247 | $2.45M | 1.34% | −49,453−53.9% | Reduced |
| Meridian Wealth Partners, LLC | 42,175 | $2.44M | 0.44% | +240+0.6% | Added |
| Centaurus Financial, Inc. | 42,131 | $2.44M | 0.17% | −2,168−4.9% | Reduced |
| Pitcairn Co | 41,891 | $2.43M | 0.16% | −4,767−10.2% | Reduced |
| Advisors Asset Management, Inc. | 41,715 | $2.42M | 0.05% | +3,418+8.9% | Added |
| Geneos Wealth Management Inc. | 41,699 | $2.42M | 0.11% | +1,345+3.3% | Added |
| Naviter Wealth, LLC | 41,594 | $2.41M | 0.39% | −1,800−4.1% | Reduced |
| Choate Investment Advisors | 41,586 | $2.41M | 0.06% | −3,550−7.9% | Reduced |
| Round Hill Asset Management | 41,547 | $2.41M | 1.46% | −230−0.6% | Reduced |
| YHB Investment Advisors, Inc. | 41,314 | $2.39M | 0.21% | −5,718−12.2% | Reduced |
| Smith, Salley & Associates | 41,231 | $2.39M | 0.19% | −19,239−31.8% | Reduced |
| Wynn Capital, LLC | 41,224 | $2.39M | 1.85% | −765−1.8% | Reduced |
| United Asset Strategies, Inc. | 41,180 | $2.39M | 0.24% | −992−2.4% | Reduced |
| Thompson Investment Management, Inc. | 41,114 | $2.38M | 0.36% | −73,262−64.1% | Reduced |
| River & Mercantile Asset Management LLP | 41,061 | $2.38M | 0.60% | −37,272−47.6% | Reduced |
| Shayne & Co., LLC | 40,977 | $2.38M | 0.65% | 00.0% | Unchanged |
| HM Payson & Co | 40,804 | $2.37M | 0.04% | −478−1.2% | Reduced |
| KCM Investment Advisors LLC | 40,608 | $2.35M | 0.09% | −4,474−9.9% | Reduced |
| Tower Bridge Advisors | 40,471 | $2.35M | 0.24% | −90,667−69.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 40,409 | $2.34M | 0.18% | −3,491−8.0% | Reduced |
| Banque Cantonale Vaudoise | 40,406 | $2.34M | 0.09% | +2,955+7.9% | Added |
| Burney Co | 40,394 | $2.34M | 0.09% | −4,284−9.6% | Reduced |
| Wesbanco Bank Inc | 40,298 | $2.34M | 0.09% | +8,293+25.9% | Added |
| Hedges Asset Management LLC | 40,100 | $2.32M | 1.63% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 40,094 | $2.32M | 0.13% | +1,643+4.3% | Added |
| NBT Bank N A | 40,069 | $2.32M | 0.17% | −3,234−7.5% | Reduced |
| Buckingham Strategic Partners | 39,907 | $2.31M | 0.07% | +22,835+133.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 39,900 | $2.31M | 0.66% | −504−1.2% | Reduced |
| Pallas Capital Advisors LLC | 39,778 | $2.31M | 0.10% | +276+0.7% | Added |
| Cornercap Investment Counsel Inc | 39,432 | $2.29M | 0.35% | +39,432 | New |
| Engineers Gate Manager LP | 39,313 | $2.28M | 0.06% | −31,512−44.5% | Reduced |
| HF Advisory Group, LLC | 39,203 | $2.27M | 1.27% | +5,110+15.0% | Added |
| St. Louis Financial Planners Asset Management, LLC | 39,567 | $2.26M | 2.03% | −6,113−13.4% | Reduced |
| Stonegate Investment Group, LLC | 38,925 | $2.26M | 0.07% | +1,911+5.2% | Added |
| Heartland Advisors Inc | 38,864 | $2.25M | 0.12% | +239+0.6% | Added |
| Cunning Capital Partners, LP | 38,675 | $2.24M | 1.24% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 38,554 | $2.23M | 0.46% | −2,530−6.2% | Reduced |
| Cigna Investments Inc | 38,211 | $2.21M | 0.42% | −870−2.2% | Reduced |
| Pictet Bank & Trust Ltd | 38,015 | $2.20M | 2.32% | −5,149−11.9% | Reduced |
| Venture Visionary Partners LLC | 37,998 | $2.20M | 0.10% | +2,307+6.5% | Added |
| Stableford Capital II LLC | 37,951 | $2.20M | 0.88% | −10,075−21.0% | Reduced |
| Crestwood Advisors Group LLC | 37,899 | $2.20M | 0.05% | +143+0.4% | Added |
| Evercore Wealth Management, LLC | 37,848 | $2.19M | 0.03% | −128−0.3% | Reduced |
| Aspen Grove Capital, LLC | 37,627 | $2.18M | 0.62% | −19,240−33.8% | Reduced |
| Triangle Securities Wealth Management | 37,517 | $2.17M | 0.62% | −35−0.1% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $2.17M | 0.09% | 00.0% | Unchanged |
| Shell Asset Management Co | 36,470 | $2.17M | 0.10% | +10,374+39.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,177 | $2.15M | 0.36% | +93+0.3% | Added |
| First Citizens Bank & Trust Co | 37,113 | $2.15M | 0.04% | +12,809+52.7% | Added |
| Vident Advisory, LLC | 36,947 | $2.14M | 0.04% | +5,071+15.9% | Added |
| Marks Group Wealth Management, Inc | 36,893 | $2.14M | 0.22% | −3,859−9.5% | Reduced |
| Atom Investors LP | 36,831 | $2.13M | 0.27% | +15,906+76.0% | Added |
| Quadrant Capital Group LLC | 36,738 | $2.13M | 0.17% | −4,530−11.0% | Reduced |
| Vista Wealth Management Group, LLC | 36,616 | $2.12M | 0.16% | +13,763+60.2% | Added |
| Azimuth Capital Investment Management LLC | 36,558 | $2.12M | 0.09% | −200−0.5% | Reduced |
| Keystone Wealth Services, LLC | 36,076 | $2.09M | 0.68% | −109−0.3% | Reduced |
| Hyman Charles D | 35,801 | $2.08M | 0.11% | −2,099−5.5% | Reduced |
| Ballentine Partners, LLC | 35,785 | $2.07M | 0.04% | +1,835+5.4% | Added |
| Portfolio Design Labs, LLC | 35,776 | $2.07M | 0.70% | +35,776 | New |
| Oarsman Capital, Inc. | 35,771 | $2.07M | 0.50% | −3,518−9.0% | Reduced |
| Ascent Group, LLC | 35,587 | $2.06M | 0.18% | +26,591+295.6% | Added |
| Marotta Asset Management | 35,181 | $2.04M | 0.42% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 35,175 | $2.04M | 0.16% | +356+1.0% | Added |
| Alpha Cubed Investments, LLC | 35,034 | $2.03M | 0.11% | +292+0.8% | Added |
| Peak Asset Management, LLC | 34,879 | $2.02M | 0.40% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 34,680 | $2.01M | 0.08% | −5,122−12.9% | Reduced |
| American Money Management, LLC | 34,626 | $2.01M | 0.42% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 34,578 | $2.00M | 0.11% | −3,764−9.8% | Reduced |
| Grey Street Capital, LLC | 34,513 | $2.00M | 0.27% | +25,551+285.1% | Added |
| Pearl River Capital, LLC | 34,367 | $1.99M | 0.31% | +19,532+131.7% | Added |
| Voya Financial Advisors, Inc. | 34,515 | $1.99M | 0.23% | +4,267+14.1% | Added |
| Ethic Inc. | 34,093 | $1.98M | 0.05% | +1,486+4.6% | Added |
| Miller Investment Management, LP | 34,082 | $1.98M | 0.25% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 36,098 | $1.98M | 1.21% | −2,733−7.0% | Reduced |
| Country Club Bank | 33,822 | $1.96M | 0.14% | −204−0.6% | Reduced |
| Auxier Asset Management | 33,752 | $1.96M | 0.30% | −950−2.7% | Reduced |
| Duff & Phelps Investment Management Co | 33,566 | $1.95M | 0.02% | +1,470+4.6% | Added |