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Livermore
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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; 2,882 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, Q2 2024

Institutional positions in Wells Fargo & Company as of Jun 30, 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
2,264
+91 vs. Q1 2024
Shares held
2.57B
−95.3M (−3.6%) vs. Q1 2024
Total value
$152.8B
−$1.72B (−1.1%) vs. Q1 2024
New holders
198
793 more added
Sold out
107
914 more reduced

32 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 2,264 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,882 institutions
Value heldQ2 2024: $152.8B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,882$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2024.

Institutions holding WFC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.59$250.02%−366−86.1%Reduced
Dogwood Wealth Management LLC0$290.00%0Unchanged
Deane Retirement Strategies, Inc.2$1190.00%00.0%Unchanged
Westend Capital Management, LLC2$1350.00%+2New
Bare Financial Services, Inc3$1780.00%+3New
Bullock Wealth Management Group3$1870.00%−2−40.0%Reduced
Planning Capital Management Corp10$5940.00%00.0%Unchanged
GoalVest Advisory LLC15$8910.00%00.0%Unchanged
WestEnd Advisors, LLC19$1.13K0.00%+5+35.7%Added
Ruedi Wealth Management, Inc.26$1.54K0.00%+26New
Fairway Wealth LLC27$1.60K0.00%+27New
Chris Bulman Inc34$2.04K0.00%+34New
VitalStone Financial, LLC37$2.20K0.00%+37New
1620 Investment Advisors, Inc.58$3.44K0.00%+58New
ZRC Wealth Management, LLC60$3.56K0.00%00.0%Unchanged
Chesapeake Asset Management LLC63$3.74K0.00%00.0%Unchanged
Ridgewood Investments LLC64$3.77K0.00%+64New
Albion Financial Group67$3.98K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC68$4.04K0.00%00.0%Unchanged
Aspect Partners, LLC70$4.16K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC72$4.28K0.00%00.0%Unchanged
Delta Accumulation, LLC73$4.33K0.02%00.0%Unchanged
Delos Wealth Advisors, LLC79$4.69K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC79$4.69K0.00%00.0%Unchanged
Burkett Financial Services, LLC89$5.28K0.00%+1+1.1%Added
Provenance Wealth Advisors, LLC89$5.29K0.00%00.0%Unchanged
Toth Financial Advisory Corp93$5.52K0.00%00.0%Unchanged
Horizon Financial Services, LLC97$5.76K0.00%00.0%Unchanged
Live Oak Investment Partners–$5.94K0.00%–New
Eukles Asset Management101$6.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC104$6.13K0.00%−78−42.9%Reduced
Nemes Rush Group LLC104$6.18K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.104$6.19K0.00%00.0%Unchanged
TFC Financial Management105$6.24K0.00%+12+12.9%Added
Carolina Wealth Advisors, LLC113$6.71K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC120$7.00K0.00%+120New
Insight Financial Services118$7.01K0.01%00.0%Unchanged
HWG Holdings LP125$7.42K0.00%+125New
Global Wealth Strategies & Associates127$7.54K0.00%00.0%Unchanged
PayPay Securities Corp131$7.78K0.65%−17−11.5%Reduced
Criterion Capital Advisors, LLC132$7.84K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC132$7.86K0.00%+132New
Broadwater Capital Management LLC133$7.90K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.146$8.67K0.00%+22+17.7%Added
Atlantic Edge Private Wealth Management, LLC150$8.91K0.00%00.0%Unchanged
SWAN Capital LLC150$8.91K0.00%+150New
Trifecta Capital Advisors, LLC152$9.03K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.153$9.09K0.01%+153New
Tanglewood Legacy Advisors, LLC155$9.21K0.00%00.0%Unchanged
Nordwand Advisors, LLC160$9.50K0.00%00.0%Unchanged
Wolff Wiese Magana LLC160$9.50K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC160$9.50K0.00%00.0%Unchanged
NewSquare Capital LLC166$9.86K0.00%−217−56.7%Reduced
Lynx Investment Advisory167$9.90K0.01%+167New
Castleview Partners, LLC168$9.98K0.01%00.0%Unchanged
Rakuten Securities, Inc.178$10.6K0.00%−226−55.9%Reduced
Kiely Wealth Advisory Group, Inc.200$10.6K0.01%00.0%Unchanged
Anfield Capital Management, LLC189$11.2K0.01%+189New
Dixon Mitchell Investment Counsel Inc.200$11.9K0.00%00.0%Unchanged
ESL Trust Services, LLC204$12.1K0.00%+204New
REAP Financial Group, LLC207$12.3K0.00%+1+0.5%Added
Kozak & Associates, Inc.220$13.3K0.00%+1+0.5%Added
Gleason Group, Inc.228$13.5K0.00%+2+0.9%Added
Center for Financial Planning, Inc.230$13.7K0.00%00.0%Unchanged
Financial Connections Group, Inc.241$14.0K0.01%+241New
LGT Financial Advisors LLC248$14.7K0.03%−10,284−97.6%Reduced
Horizon Bancorp Inc255$15.0K0.01%−215−45.7%Reduced
Coston, McIsaac & Partners259$15.0K0.00%00.0%Unchanged
AlphaMark Advisors, LLC259$15.0K0.01%+209+418.0%Added
Naples Money Management LLC249$15.1K0.01%00.0%Unchanged
VisionPoint Advisory Group, LLC255$15.1K0.01%00.0%Unchanged
CGC Financial Services, LLC280$16.6K0.01%00.0%Unchanged
Breakwater Investment Management288$17.1K0.01%00.0%Unchanged
Tidemark, LLC295$17.5K0.01%−114−27.9%Reduced
Dunhill Financial, LLC298$17.7K0.01%+7+2.4%Added
Dougherty Wealth Advisers LLC299$17.8K0.02%00.0%Unchanged
Westside Investment Management, Inc.300$17.8K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group300$17.8K0.01%+300New
Newton One Investments LLC301$17.9K0.01%+2+0.7%Added
PFS Partners, LLC311$18.5K0.01%00.0%Unchanged
Raffa Wealth Management, LLC314$18.6K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC320$19.0K0.03%00.0%Unchanged
Strategic Investment Solutions, Inc.433$19.1K0.01%+433New
Main Street Group, LTD320$19.4K0.01%−8−2.4%Reduced
EnRich Financial Partners LLC327$19.4K0.01%−48−12.8%Reduced
Red Tortoise LLC336$20.0K0.01%00.0%Unchanged
Kelly Financial Services LLC337$20.0K0.01%00.0%Unchanged
America First Investment Advisors, LLC341$20.3K0.00%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.350$20.8K0.00%00.0%Unchanged
Stephens Consulting, LLC355$21.1K0.01%00.0%Unchanged
Jamison Private Wealth Management, Inc.372$22.1K0.00%+97+35.3%Added
Archer Investment Corp374$22.2K0.01%00.0%Unchanged
Hallmark Capital Management Inc386$22.9K0.00%+360+1,384.6%Added
Costello Asset Management, INC398$23.6K0.02%00.0%Unchanged
Kings Path Partners LLC400$23.8K0.01%+400New
MB, Levis & Associates, LLC419$24.9K0.01%00.0%Unchanged
Mattson Financial Services, LLC419$24.9K0.01%+419New
Bellevue Asset Management, LLC427$25.4K0.01%+2+0.5%Added
Private Wealth Management Group, LLC450$26.7K0.01%00.0%Unchanged
Hanson & Doremus Investment Management460$27.0K0.00%+54+13.3%Added