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 |
|---|---|---|---|---|---|
| Wimmer Associates 1, LLC | 12,796 | $760.0K | 0.39% | 00.0% | Unchanged |
| Family Legacy, Inc. | 12,800 | $760.2K | 0.27% | 00.0% | Unchanged |
| Chicago Trust Co NA | 12,804 | $760.4K | 0.15% | +756+6.3% | Added |
| Pinebridge Investments, L.P. | 12,805 | $760.5K | 0.01% | −1,591−11.1% | Reduced |
| Ingalls & Snyder LLC | 12,830 | $762.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 12,833 | $762.2K | 0.42% | +19+0.1% | Added |
| Heritage Family Offices, LLP | 12,833 | $762.2K | 0.42% | +12,833 | New |
| 9258 Wealth Management, LLC | 12,837 | $762.4K | 0.12% | +30.0% | Added |
| Edge Capital Group, LLC | 12,851 | $763.2K | 0.04% | −2,828−18.0% | Reduced |
| C2C Wealth Management, LLC | 12,861 | $763.8K | 0.75% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 12,892 | $765.7K | 0.02% | −522−3.9% | Reduced |
| MeadowBrook Investment Advisors LLC | 12,893 | $765.7K | 0.73% | −252−1.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 12,972 | $770.4K | 0.59% | 00.0% | Unchanged |
| Wealth Alliance | 13,028 | $773.7K | 0.10% | −1,273−8.9% | Reduced |
| Quotient Wealth Partners, LLC | 13,099 | $777.9K | 0.03% | +650+5.2% | Added |
| Weatherly Asset Management L. P. | 13,170 | $782.2K | 0.07% | 00.0% | Unchanged |
| Simplex Trading, LLC | 13,222 | $785.0K | 0.03% | +13,222 | New |
| Gladius Capital Management LP | 13,228 | $785.6K | 0.78% | +10,621+407.4% | Added |
| Investors Research Corp | 13,301 | $789.9K | 0.18% | −5,712−30.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,317 | $791.0K | 0.01% | −4,252−24.2% | Reduced |
| Bragg Financial Advisors, Inc | 13,334 | $791.9K | 0.04% | +433+3.4% | Added |
| Cullen Investment Group, Ltd. | 13,379 | $794.6K | 0.13% | −1,148−7.9% | Reduced |
| Highline Wealth Partners LLC | 13,450 | $798.8K | 0.30% | +304+2.3% | Added |
| BKD Wealth Advisors, LLC | 13,508 | $802.2K | 0.02% | −13,714−50.4% | Reduced |
| Plancorp, LLC | 13,514 | $802.6K | 0.03% | +240+1.8% | Added |
| Boston Trust Walden Corp | 13,515 | $802.7K | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 13,523 | $803.1K | 0.03% | +1,745+14.8% | Added |
| Cardiff Park Advisors, LLC | 13,529 | $803.5K | 0.08% | +17+0.1% | Added |
| Richwood Investment Advisors, LLC | 13,567 | $805.7K | 0.71% | −50−0.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 13,590 | $807.1K | 0.06% | −648−4.6% | Reduced |
| Neumann Capital Management, LLC | 13,622 | $809.0K | 0.28% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 13,677 | $812.0K | 0.16% | +572+4.4% | Added |
| Vertex Planning Partners, LLC | 13,714 | $814.5K | 0.21% | +105+0.8% | Added |
| Shakespeare Wealth Management, Inc. | 13,723 | $815.0K | 0.24% | +14+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 13,770 | $817.8K | 0.05% | −439−3.1% | Reduced |
| Carson Advisory Inc. | 13,777 | $818.2K | 0.57% | +1,163+9.2% | Added |
| Park National Corp | 13,782 | $818.5K | 0.03% | +11+0.1% | Added |
| Cladis Investment Advisory, LLC | 13,824 | $821.0K | 0.60% | +10.0% | Added |
| Patton Albertson Miller Group, LLC | 13,858 | $823.0K | 0.12% | +8,494+158.4% | Added |
| Hills Bank & Trust Co | 13,865 | $823.4K | 0.07% | +1,114+8.7% | Added |
| Spears Abacus Advisors LLC | 13,880 | $824.3K | 0.02% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 13,896 | $825.3K | 0.51% | +50+0.4% | Added |
| PFG Investments, LLC | 13,898 | $825.4K | 0.06% | +1,214+9.6% | Added |
| Kiley Juergens Wealth Management, LLC | 13,906 | $825.9K | 0.23% | −164−1.2% | Reduced |
| Claro Advisors LLC | 13,936 | $827.7K | 0.13% | +1,968+16.4% | Added |
| Avion Wealth | 14,020 | $832.0K | 0.23% | −1,452−9.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,100 | $837.4K | 0.54% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 14,140 | $839.8K | 0.16% | −81−0.6% | Reduced |
| Waldron Private Wealth LLC | 14,228 | $845.0K | 0.04% | −1,079−7.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,255 | $846.6K | 0.07% | +6,199+76.9% | Added |
| Strategic Investment Advisors | 14,279 | $848.0K | 0.10% | −103−0.7% | Reduced |
| Aaron Wealth Advisors | 14,300 | $849.3K | 0.12% | +1,913+15.4% | Added |
| First National Bank Sioux Falls | 14,307 | $849.7K | 0.44% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 14,309 | $849.8K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 14,323 | $850.0K | 0.23% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 14,355 | $852.5K | 0.47% | +826+6.1% | Added |
| LifeSteps Financial, Inc. | 14,405 | $855.5K | 0.71% | +30.0% | Added |
| Legacy Financial Group LLC | 14,426 | $856.8K | 0.17% | −418−2.8% | Reduced |
| Lebenthal Global Advisors, LLC | 14,448 | $858.1K | 0.19% | −579−3.9% | Reduced |
| Sather Financial Group Inc | 14,451 | $858.2K | 0.06% | −1,658−10.3% | Reduced |
| Gryphon Financial Partners LLC | 14,461 | $858.8K | 0.13% | −3,289−18.5% | Reduced |
| Financial Partners Group, LLC | 14,509 | $861.7K | 0.33% | −3,423−19.1% | Reduced |
| JFS Wealth Advisors, LLC | 14,562 | $864.8K | 0.07% | −1,756−10.8% | Reduced |
| Hilltop National Bank | 14,564 | $865.0K | 0.28% | −888−5.7% | Reduced |
| Northwest Wealth Management, LLC | 14,571 | $865.4K | 0.22% | −140−1.0% | Reduced |
| Knollwood Investment Advisory, LLC | 14,587 | $866.3K | 0.10% | +14,587 | New |
| Gradient Investments LLC | 14,624 | $868.5K | 0.02% | +647+4.6% | Added |
| RMB Capital Management, LLC | 14,656 | $870.4K | 0.02% | −1,766−10.8% | Reduced |
| Segment Wealth Management, LLC | 14,667 | $871.1K | 0.06% | −74−0.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 14,687 | $872.3K | 0.20% | −931−6.0% | Reduced |
| Stock Yards Bank & Trust Co | 14,687 | $872.3K | 0.03% | −48−0.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,776 | $877.6K | 0.15% | −902−5.8% | Reduced |
| MTM Investment Management, LLC | 14,818 | $880.0K | 0.36% | +60.0% | Added |
| Perennial Advisors, LLC | 14,948 | $887.8K | 0.20% | −1,433−8.7% | Reduced |
| North Star Investment Management Corp. | 14,950 | $887.9K | 0.07% | −900−5.7% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $890.1K | 0.47% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 14,999 | $890.8K | 0.07% | −1,029−6.4% | Reduced |
| Glaxis Capital Management, LLC | 15,000 | $890.9K | 1.55% | +15,000 | New |
| Angeles Wealth Management, LLC | 15,009 | $891.4K | 0.08% | +8,166+119.3% | Added |
| Ridgecrest Wealth Partners, LLC | 15,018 | $891.9K | 0.54% | +50+0.3% | Added |
| Avantax Planning Partners, Inc. | 15,023 | $892.2K | 0.03% | −2,475−14.1% | Reduced |
| Anchor Investment Management, LLC | 15,067 | $894.8K | 0.09% | +131+0.9% | Added |
| Pacific Center for Financial Services | 15,101 | $896.8K | 0.25% | +60.0% | Added |
| Continuum Advisory, LLC | 15,103 | $897.0K | 0.13% | +125+0.8% | Added |
| Hutner Capital Management Inc | 15,116 | $897.7K | 0.49% | −11−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,132 | $898.5K | 0.07% | −700−4.4% | Reduced |
| IVC Wealth Advisors LLC | 15,139 | $899.1K | 0.50% | −51−0.3% | Reduced |
| Legacy Financial Advisors, Inc. | 15,227 | $904.3K | 0.16% | +1,049+7.4% | Added |
| Baker Tilly Wealth Management, LLC | 15,268 | $906.8K | 0.37% | −32,230−67.9% | Reduced |
| Eclectic Associates Inc | 15,274 | $907.1K | 0.40% | +1,558+11.4% | Added |
| Everhart Financial Group, Inc. | 15,275 | $907.2K | 0.24% | +5,055+49.5% | Added |
| Cascade Investment Advisors, Inc. | 15,300 | $908.7K | 0.61% | −700−4.4% | Reduced |
| Gilbert & Cook, Inc. | 15,337 | $910.9K | 0.13% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 15,403 | $915.0K | 0.12% | −225−1.4% | Reduced |
| Zacks Investment Management | 15,434 | $916.6K | 0.01% | +2,557+19.9% | Added |
| Boit C F David | 15,519 | $921.7K | 0.48% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 15,479 | $924.1K | 0.74% | +300+2.0% | Added |
| Washington Trust Bank | 15,607 | $926.9K | 0.09% | −1,175−7.0% | Reduced |
| Financial Network Wealth Advisors LLC | 15,628 | $927.4K | 0.69% | +175+1.1% | Added |
| Ameritas Advisory Services, LLC | 15,640 | $928.8K | 0.04% | +862+5.8% | Added |