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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 33,525 | $1.94M | 0.08% | +1,435+4.5% | Added |
| Carret Asset Management, LLC | 33,397 | $1.94M | 0.23% | −875−2.6% | Reduced |
| Balyasny Asset Management LLC | 33,230 | $1.93M | 0.00% | −177,897−84.3% | Reduced |
| Silvant Capital Management LLC | 33,230 | $1.93M | 0.09% | +1,410+4.4% | Added |
| AlphaStar Capital Management, LLC | 33,220 | $1.93M | 0.20% | +6,529+24.5% | Added |
| Norden Group LLC | 32,903 | $1.91M | 0.39% | +6,560+24.9% | Added |
| Bennett Selby Investments LP | 32,768 | $1.90M | 0.89% | −1,083−3.2% | Reduced |
| Diversify Advisory Services, LLC | 32,864 | $1.89M | 0.11% | +32,864 | New |
| Bank Pictet & Cie (Asia) Ltd | 32,600 | $1.89M | 1.04% | −31,125−48.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.87M | 0.58% | 00.0% | Unchanged |
| Cullinan Associates Inc | 32,145 | $1.86M | 0.10% | −300−0.9% | Reduced |
| Applied Capital LLC | 32,134 | $1.86M | 1.52% | +32+0.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 32,068 | $1.86M | 0.92% | +148+0.5% | Added |
| AF Advisors, Inc. | 32,040 | $1.86M | 0.40% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 32,024 | $1.86M | 0.05% | +15,861+98.1% | Added |
| Parallel Advisors, LLC | 31,993 | $1.85M | 0.05% | +2,059+6.9% | Added |
| Coldstream Capital Management Inc | 31,924 | $1.85M | 0.05% | +125+0.4% | Added |
| Smith Shellnut Wilson LLC | 31,856 | $1.85M | 0.98% | 00.0% | Unchanged |
| Jump Financial, LLC | 31,852 | $1.85M | 0.05% | −36,039−53.1% | Reduced |
| SYSTM Wealth Solutions LLC | 31,733 | $1.84M | 0.23% | −918−2.8% | Reduced |
| Northwest Capital Management Inc | 31,695 | $1.84M | 0.59% | −902−2.8% | Reduced |
| Granite Investment Partners, LLC | 31,587 | $1.83M | 0.07% | 00.0% | Unchanged |
| Wrapmanager Inc | 31,579 | $1.83M | 0.51% | +5,831+22.6% | Added |
| Massachusetts Wealth Management | 31,577 | $1.83M | 1.29% | +550+1.8% | Added |
| Dynamic Advisor Solutions LLC | 31,181 | $1.81M | 0.06% | −12,425−28.5% | Reduced |
| We Are One Seven, LLC | 31,122 | $1.80M | 0.09% | −4,305−12.2% | Reduced |
| Teza Capital Management LLC | 31,001 | $1.80M | 0.24% | −32,094−50.9% | Reduced |
| Grimes & Company, Inc. | 30,867 | $1.79M | 0.05% | −283−0.9% | Reduced |
| Integrated Advisors Network LLC | 30,736 | $1.78M | 0.09% | +2,565+9.1% | Added |
| Rehmann Capital Advisory Group | 30,501 | $1.77M | 0.13% | +904+3.1% | Added |
| Conning Inc. | 30,471 | $1.77M | 0.06% | −740−2.4% | Reduced |
| Jones Financial Companies LLLP | 30,466 | $1.77M | 0.00% | +15,580+104.7% | Added |
| ZWJ Investment Counsel Inc | 30,448 | $1.76M | 0.08% | +10,149+50.0% | Added |
| Wilkinson Global Asset Management LLC | 30,400 | $1.76M | 0.11% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 30,295 | $1.76M | 0.18% | −428−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 30,154 | $1.75M | 0.09% | −1,136−3.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 30,130 | $1.75M | 0.04% | −781−2.5% | Reduced |
| Sendero Wealth Management, LLC | 30,105 | $1.74M | 0.30% | −62,649−67.5% | Reduced |
| Scott & Selber, Inc. | 30,069 | $1.74M | 0.59% | +70+0.2% | Added |
| Mystic Asset Management, Inc. | 30,057 | $1.74M | 0.72% | −1,090−3.5% | Reduced |
| MYDA Advisors LLC | 30,000 | $1.74M | 0.61% | +30,000 | New |
| Greenwood Capital Associates LLC | 29,852 | $1.73M | 0.23% | −1,603−5.1% | Reduced |
| Pacifica Partners Inc. | 30,508 | $1.73M | 0.77% | −210−0.7% | Reduced |
| Shelton Wealth Management, LLC | 29,567 | $1.71M | 1.08% | +23+0.1% | Added |
| Capital Fund Management S.A. | 29,551 | $1.71M | 0.02% | −252,846−89.5% | Reduced |
| NVWM, LLC | 29,522 | $1.71M | 0.47% | −496−1.7% | Reduced |
| CWA Asset Management Group, LLC | 29,438 | $1.71M | 0.10% | +23,641+407.8% | Added |
| Vista Investment Management | 29,404 | $1.70M | 0.69% | −1,529−4.9% | Reduced |
| Dynasty Wealth Management, LLC | 29,316 | $1.70M | 0.05% | +29,316 | New |
| Silvercrest Asset Management Group LLC | 29,090 | $1.69M | 0.01% | +5,604+23.9% | Added |
| Foundations Investment Advisors, LLC | 29,046 | $1.68M | 0.04% | −1,361−4.5% | Reduced |
| Meridian Investment Counsel Inc. | 28,892 | $1.67M | 0.56% | −741−2.5% | Reduced |
| Tradition Wealth Management, LLC | 28,817 | $1.67M | 0.17% | −112−0.4% | Reduced |
| David Loasby | 28,861 | $1.66M | 0.17% | +1,879+7.0% | Added |
| Hoylecohen, LLC | 28,471 | $1.65M | 0.13% | +20.0% | Added |
| Whittier Trust Co of Nevada Inc | 28,328 | $1.64M | 0.05% | +2,846+11.2% | Added |
| N.E.W. Advisory Services LLC | 28,200 | $1.63M | 0.18% | +125+0.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 28,112 | $1.63M | 0.03% | +1,251+4.7% | Added |
| Strategic Planning Group, LLC | 28,025 | $1.62M | 0.41% | +2,481+9.7% | Added |
| Lummis Asset Management, LP | 27,878 | $1.62M | 2.17% | −6,131−18.0% | Reduced |
| Marco Investment Management LLC | 27,701 | $1.61M | 0.15% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 27,696 | $1.61M | 0.50% | −44,925−61.9% | Reduced |
| Argent Advisors, Inc. | 27,639 | $1.60M | 0.63% | +1,225+4.6% | Added |
| Ronald Blue Trust, Inc. | 27,506 | $1.59M | 0.02% | +2,202+8.7% | Added |
| Eos Management, L.P. | 27,500 | $1.59M | 0.66% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 27,491 | $1.59M | 0.08% | −2,513−8.4% | Reduced |
| Chemistry Wealth Management LLC | 27,370 | $1.59M | 0.43% | −454−1.6% | Reduced |
| Cinctive Capital Management LP | 27,352 | $1.59M | 0.08% | +27,352 | New |
| Jeppson Wealth Management, LLC | 27,317 | $1.58M | 0.61% | −400−1.4% | Reduced |
| Harbour Investments, Inc. | 27,276 | $1.58M | 0.06% | +383+1.4% | Added |
| Inceptionr LLC | 27,249 | $1.58M | 0.41% | +27,249 | New |
| Evergreen Capital Management LLC | 27,240 | $1.58M | 0.06% | −1,558−5.4% | Reduced |
| Everett Harris & Co | 27,229 | $1.58M | 0.02% | −710−2.5% | Reduced |
| BKD Wealth Advisors, LLC | 27,222 | $1.58M | 0.04% | +16,515+154.2% | Added |
| Cove Street Capital, LLC | 27,200 | $1.58M | 0.50% | −6,800−20.0% | Reduced |
| Northside Capital Management, LLC | 27,127 | $1.57M | 0.28% | 00.0% | Unchanged |
| National Philanthropic Trust | 27,115 | $1.57M | 0.03% | −811−2.9% | Reduced |
| Schechter Investment Advisors, LLC | 26,987 | $1.56M | 0.12% | −3,993−12.9% | Reduced |
| Resources Management Corp | 26,975 | $1.56M | 0.23% | −2,200−7.5% | Reduced |
| Verdence Capital Advisors LLC | 26,835 | $1.56M | 0.14% | +8,901+49.6% | Added |
| Citizens National Bank Trust Department | 26,827 | $1.55M | 0.36% | +582+2.2% | Added |
| Fiduciary Group LLC | 26,793 | $1.55M | 0.17% | +59+0.2% | Added |
| Main Street Research LLC | 26,644 | $1.54M | 0.10% | +6,286+30.9% | Added |
| Walter & Keenan Financial Consulting Co | 26,623 | $1.54M | 0.51% | −2,200−7.6% | Reduced |
| Thoroughbred Financial Services, LLC | 26,638 | $1.54M | 0.15% | −14,627−35.4% | Reduced |
| Rothschild Investment LLC | 26,610 | $1.54M | 0.11% | +205+0.8% | Added |
| Chicago Partners Investment Group LLC | 25,280 | $1.54M | 0.07% | −490−1.9% | Reduced |
| Moneta Group Investment Advisors LLC | 26,479 | $1.53M | 0.03% | +3,904+17.3% | Added |
| Brevan Howard Capital Management LP | 26,314 | $1.53M | 0.14% | −9,121−25.7% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,000 | $1.51M | 0.32% | +26,000 | New |
| Beese Fulmer Investment Management, Inc. | 25,971 | $1.51M | 0.14% | −2,246−8.0% | Reduced |
| Wright Investors Service Inc | 25,815 | $1.50M | 0.38% | −644−2.4% | Reduced |
| Aspiriant, LLC | 25,601 | $1.48M | 0.06% | −746−2.8% | Reduced |
| Neville Rodie & Shaw Inc | 25,553 | $1.48M | 0.11% | −1,000−3.8% | Reduced |
| Holderness Investments Co | 25,505 | $1.48M | 0.36% | −103−0.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 25,500 | $1.48M | 0.41% | +25,500 | New |
| Trinity Financial Advisors LLC | 25,433 | $1.47M | 0.66% | −1,337−5.0% | Reduced |
| Sterling Investment Management, Inc. | 25,337 | $1.47M | 1.04% | −482−1.9% | Reduced |
| Diversified Trust Co | 25,322 | $1.47M | 0.04% | −4,675−15.6% | Reduced |
| Valley National Advisers Inc | 25,323 | $1.47M | 0.22% | −157−0.6% | Reduced |