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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| KG&L Capital Management,LLC | 11,315 | $593.9K | 0.21% | +698+6.6% | Added |
| Quadrant Private Wealth Management, LLC | 10,004 | $594.1K | 0.14% | −702−6.6% | Reduced |
| Sandy Spring Bank | 10,112 | $600.5K | 0.03% | −425−4.0% | Reduced |
| Sebold Capital Management, Inc. | 10,148 | $602.7K | 0.42% | −510−4.8% | Reduced |
| Keystone Financial Group | 10,188 | $605.1K | 0.22% | +404+4.1% | Added |
| Jacobs & Co | 10,242 | $608.0K | 0.06% | −315−3.0% | Reduced |
| Basepoint Wealth LLC | 10,241 | $608.2K | 0.48% | −233−2.2% | Reduced |
| Stephenson National Bank & Trust | 10,248 | $608.6K | 0.21% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 10,292 | $611.2K | 0.07% | +120+1.2% | Added |
| Alliance Wealth Advisors, LLC | 10,295 | $611.4K | 0.39% | −859−7.7% | Reduced |
| Global Trust Asset Management, LLC | 10,314 | $612.5K | 0.25% | −145−1.4% | Reduced |
| West Branch Capital LLC | 10,340 | $614.1K | 0.23% | +2,102+25.5% | Added |
| Capstone Investment Advisors, LLC | 10,466 | $621.6K | 0.01% | −8,361−44.4% | Reduced |
| LMG Wealth Partners, LLC | 10,473 | $622.0K | 0.16% | +50+0.5% | Added |
| Osborne Partners Capital Management, LLC | 10,501 | $623.7K | 0.04% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,505 | $623.9K | 0.05% | −321−3.0% | Reduced |
| Crawford Investment Counsel Inc | 10,531 | $625.5K | 0.01% | −1,434−12.0% | Reduced |
| Coastal Bridge Advisors, LLC | 10,552 | $626.7K | 0.16% | 00.0% | Unchanged |
| Bremer Bank National Association | 10,582 | $628.5K | 0.12% | −1,776−14.4% | Reduced |
| Hikari Tsushin, Inc. | 10,631 | $631.4K | 0.05% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,650 | $632.5K | 0.09% | +1,450+15.8% | Added |
| Prestige Wealth Management Group LLC | 10,654 | $632.7K | 0.14% | +9,050+564.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 10,664 | $633.3K | 0.16% | −11,439−51.8% | Reduced |
| Montecito Bank & Trust | 10,705 | $635.8K | 0.13% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 10,706 | $635.9K | 0.14% | +751+7.5% | Added |
| Kovack Advisors, Inc. | 10,744 | $638.1K | 0.07% | −402−3.6% | Reduced |
| Peak Planning Group, LLC | 10,872 | $645.7K | 0.32% | −982−8.3% | Reduced |
| Leisure Capital Management | 10,879 | $646.1K | 0.30% | −431−3.8% | Reduced |
| Providence Capital Advisors, LLC | 10,939 | $649.7K | 0.14% | −102,756−90.4% | Reduced |
| Cohen Capital Management, Inc. | 10,946 | $650.1K | 0.11% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,984 | $652.3K | 0.46% | +178+1.6% | Added |
| Deseret Mutual Benefit Administrators | 11,033 | $655.3K | 0.30% | −1,238−10.1% | Reduced |
| First Nebraska Trust Co | 11,061 | $656.9K | 0.07% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 11,088 | $658.5K | 0.26% | +33+0.3% | Added |
| Mengis Capital Management, Inc. | 11,111 | $659.9K | 0.13% | −8,024−41.9% | Reduced |
| PFW Advisors LLC | 11,152 | $662.3K | 0.21% | −331−2.9% | Reduced |
| Good Life Advisors, LLC | 11,160 | $662.8K | 0.05% | −314−2.7% | Reduced |
| Cromwell Holdings LLC | 11,171 | $663.4K | 0.40% | +11,171 | New |
| River Wealth Advisors LLC | 11,202 | $665.3K | 0.10% | 00.0% | Unchanged |
| Aviso Wealth Management | 11,227 | $666.8K | 0.40% | +459+4.3% | Added |
| AIMZ Investment Advisors, LLC | 11,235 | $667.2K | 0.24% | −1,095−8.9% | Reduced |
| Tributary Capital Management, LLC | 11,300 | $671.1K | 0.06% | −350−3.0% | Reduced |
| Cumberland Advisors Inc | 11,300 | $671.1K | 0.27% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 11,303 | $671.3K | 0.28% | +835+8.0% | Added |
| Van Cleef Asset Management,Inc | 11,313 | $671.9K | 0.08% | −1,750−13.4% | Reduced |
| San Luis Wealth Advisors LLC | 11,323 | $672.0K | 0.16% | +11,323 | New |
| Quent Capital, LLC | 11,326 | $672.7K | 0.07% | +792+7.5% | Added |
| Tarbox Family Office, Inc. | 11,391 | $676.5K | 0.12% | +919+8.8% | Added |
| Platform Technology Partners | 11,395 | $676.7K | 0.23% | +11,395 | New |
| Carlson Capital Management | 11,396 | $676.8K | 0.03% | +43+0.4% | Added |
| HCR Wealth Advisors | 11,396 | $676.8K | 0.10% | 00.0% | Unchanged |
| Core Alternative Capital | 11,401 | $677.1K | 0.14% | +5,154+82.5% | Added |
| Flagstone Financial Management | 11,409 | $677.6K | 0.25% | +233+2.1% | Added |
| Alliance Wealth Advisors, LLC | 11,424 | $678.5K | 0.20% | −668−5.5% | Reduced |
| Chilton Investment Co LLC | 11,465 | $680.9K | 0.02% | +8,000+230.9% | Added |
| Tobam | 11,502 | $683.0K | 0.11% | −4,168−26.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 11,530 | $684.8K | 0.47% | +3,360+41.1% | Added |
| IPG Investment Advisors LLC | 11,534 | $685.0K | 0.15% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 11,538 | $685.2K | 0.10% | +800+7.5% | Added |
| Douglas Lane & Associates, LLC | 11,573 | $687.3K | 0.01% | +167+1.5% | Added |
| VELA Investment Management, LLC | 11,599 | $688.9K | 0.24% | −8,086−41.1% | Reduced |
| Correct Capital Wealth Management | 11,617 | $689.9K | 0.16% | −34−0.3% | Reduced |
| Farmers Trust Co | 11,663 | $692.7K | 0.14% | −79−0.7% | Reduced |
| Childress Capital Advisors, LLC | 11,760 | $698.4K | 0.20% | +1,280+12.2% | Added |
| Keudell/Morrison Wealth Management | 11,820 | $702.0K | 0.21% | −2,972−20.1% | Reduced |
| Parkside Financial Bank & Trust | 11,864 | $704.6K | 0.11% | +288+2.5% | Added |
| Pettyjohn, Wood & White, Inc | 11,924 | $708.2K | 0.14% | −592−4.7% | Reduced |
| Black Maple Capital Management LP | 12,000 | $712.7K | 0.52% | −2,000−14.3% | Reduced |
| Smartleaf Asset Management LLC | 12,447 | $714.8K | 0.12% | +2,149+20.9% | Added |
| Greenland Capital Management LP | 12,055 | $715.9K | 0.15% | +12,055 | New |
| LifePlan Financial, LLC | 12,069 | $716.8K | 0.66% | −6,183−33.9% | Reduced |
| Liberty Wealth Management LLC | 12,150 | $722.0K | 0.13% | +282+2.4% | Added |
| Allstate Corp | 12,200 | $724.6K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 12,201 | $724.6K | 0.05% | +471+4.0% | Added |
| Tocqueville Asset Management L.P. | 12,202 | $724.7K | 0.01% | +1,141+10.3% | Added |
| Wintrust Investments LLC | 12,215 | $725.0K | 0.06% | −65−0.5% | Reduced |
| Sepio Capital, LP | 12,225 | $726.0K | 0.07% | −8,302−40.4% | Reduced |
| Legacy Advisors, LLC | 12,259 | $728.1K | 0.09% | +3,626+42.0% | Added |
| Icon Wealth Advisors, LLC | 12,301 | $729.9K | 0.06% | +3,268+36.2% | Added |
| Chilton Capital Management LLC | 12,298 | $730.4K | 0.03% | +268+2.2% | Added |
| nVerses Capital, LLC | 12,300 | $730.5K | 0.44% | +11,900+2,975.0% | Added |
| Chiron Capital Management, LLC | 12,312 | $731.2K | 0.70% | −7,401−37.5% | Reduced |
| Western Wealth Management, LLC | 12,349 | $733.4K | 0.05% | −34−0.3% | Reduced |
| ASB Consultores, LLC | 12,381 | $735.3K | 0.26% | −11,520−48.2% | Reduced |
| Element Wealth, LLC | 12,428 | $738.1K | 0.42% | −382−3.0% | Reduced |
| MEMBERS Trust Co | 12,432 | $738.3K | 0.02% | −22−0.2% | Reduced |
| Taika Capital, LP | 12,450 | $739.4K | 0.59% | +12,450 | New |
| Private Management Group Inc | 12,458 | $739.9K | 0.03% | −592−4.5% | Reduced |
| Empirical Asset Management, LLC | 18,760 | $740.1K | 0.28% | +18,760 | New |
| Legacy Capital Wealth Partners, LLC | 12,463 | $740.2K | 0.19% | +12,463 | New |
| JNBA Financial Advisors | 12,493 | $741.9K | 0.08% | −1,717−12.1% | Reduced |
| Operose Advisors LLC | 12,527 | $744.0K | 0.26% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 12,588 | $747.6K | 0.09% | −35−0.3% | Reduced |
| Peoples Financial Services Corp. | 12,614 | $749.0K | 0.34% | −3,197−20.2% | Reduced |
| Tyche Wealth Partners LLC | 12,647 | $751.1K | 0.18% | +113+0.9% | Added |
| North Star Asset Management Inc | 12,675 | $752.7K | 0.04% | −554−4.2% | Reduced |
| Trust Co of Vermont | 12,682 | $753.2K | 0.04% | +432+3.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,696 | $754.0K | 0.08% | +148+1.2% | Added |
| Fiduciary Financial Group, LLC | 12,559 | $756.6K | 0.18% | +12,559 | New |
| Apexium Financial, LP | 12,791 | $759.7K | 0.05% | −36,427−74.0% | Reduced |