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
- 2,263
- +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
- 792 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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 15,656 | $929.8K | 0.38% | +2,306+17.3% | Added |
| Tranquilli Financial Advisor LLC | 15,362 | $930.8K | 0.62% | +446+3.0% | Added |
| Principle Wealth Partners LLC | 15,680 | $931.2K | 0.07% | −3,401−17.8% | Reduced |
| Hexagon Capital Partners LLC | 15,764 | $936.2K | 0.20% | −316−2.0% | Reduced |
| Cypress Wealth Services, LLC | 15,802 | $938.5K | 0.21% | +206+1.3% | Added |
| Douglass Winthrop Advisors, LLC | 15,826 | $939.9K | 0.02% | −824−4.9% | Reduced |
| Sage Mountain Advisors LLC | 15,837 | $940.5K | 0.09% | +4,353+37.9% | Added |
| Nicolet Bankshares Inc | 15,961 | $947.9K | 0.24% | −620−3.7% | Reduced |
| Lafayette Investments, Inc. | 15,995 | $949.9K | 0.22% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 16,001 | $950.3K | 0.17% | +1,778+12.5% | Added |
| Journey Strategic Wealth LLC | 16,028 | $951.9K | 0.04% | +5,899+58.2% | Added |
| Graypoint LLC | 16,263 | $965.9K | 0.07% | +570+3.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,267 | $966.1K | 0.14% | −112−0.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 16,326 | $969.9K | 0.02% | −1,286−7.3% | Reduced |
| 1st Source Bank | 16,342 | $970.6K | 0.06% | −129−0.8% | Reduced |
| AMG National Trust Bank | 16,373 | $972.4K | 0.03% | +410+2.6% | Added |
| Heartland Bank & Trust Co | 16,403 | $974.2K | 0.55% | +123+0.8% | Added |
| Fragasso Group Inc. | 16,447 | $976.8K | 0.08% | −395−2.3% | Reduced |
| Lipe & Dalton | 16,468 | $978.0K | 0.53% | +168+1.0% | Added |
| Brookstone Capital Management | 16,062 | $978.3K | 0.02% | −3,414−17.5% | Reduced |
| Cornerstone Wealth Management, LLC | 16,500 | $980.0K | 0.08% | −1,328−7.4% | Reduced |
| MV Capital Management, Inc. | 16,520 | $981.1K | 0.11% | +1,217+8.0% | Added |
| Vivid Wealth Management, LLC | 16,539 | $982.3K | 0.55% | +2,824+20.6% | Added |
| Harvest Fund Management Co., Ltd | 16,566 | $984.0K | 0.07% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 16,573 | $984.3K | 0.07% | +1,788+12.1% | Added |
| LMCG Investments, LLC | 16,655 | $989.1K | 0.06% | −162−1.0% | Reduced |
| Studio Investment Management LLC | 16,660 | $989.4K | 0.23% | +575+3.6% | Added |
| Commerzbank Aktiengesellschaft | 16,686 | $991.0K | 0.03% | +674+4.2% | Added |
| Knuff & Co LLC | 16,692 | $991.3K | 0.32% | −612−3.5% | Reduced |
| Boltwood Capital Management | 16,700 | $991.8K | 0.31% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 16,724 | $993.2K | 0.10% | +130+0.8% | Added |
| Symmetry Partners, LLC | 16,774 | $996.0K | 0.05% | −2,096−11.1% | Reduced |
| Intrinsic Value Partners, LLC | 16,773 | $996.1K | 1.04% | −102−0.6% | Reduced |
| Alps Advisors Inc | 16,780 | $996.6K | 0.01% | −2,074−11.0% | Reduced |
| Sittner & Nelson, LLC | 16,787 | $997.0K | 0.49% | −64−0.4% | Reduced |
| Palisade Asset Management, LLC | 16,813 | $998.5K | 0.10% | −1,300−7.2% | Reduced |
| Pure Financial Advisors, Inc. | 16,820 | $998.9K | 0.03% | +705+4.4% | Added |
| GM Advisory Group, Inc. | 16,857 | $1.00M | 0.06% | −67−0.4% | Reduced |
| Spire Wealth Management | 16,891 | $1.00M | 0.04% | −4,482−21.0% | Reduced |
| Lodestar Private Asset Management LLC | 16,903 | $1.00M | 0.14% | −1,452−7.9% | Reduced |
| StoneX Group Inc. | 16,968 | $1.01M | 0.08% | −788−4.4% | Reduced |
| Breakwater Capital Group | 16,994 | $1.01M | 0.23% | +88+0.5% | Added |
| Intrua Financial, LLC | 16,995 | $1.01M | 0.16% | +2,953+21.0% | Added |
| Garrison Point Advisors, LLC | 17,026 | $1.01M | 0.67% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 17,052 | $1.01M | 0.10% | −2,099−11.0% | Reduced |
| Diligent Investors, LLC | 17,055 | $1.01M | 0.25% | −284−1.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 17,088 | $1.01M | 0.04% | +60+0.4% | Added |
| Sterling Investment Management, Inc. | 17,131 | $1.02M | 0.77% | −8,206−32.4% | Reduced |
| Axiom Advisory, LLC | 17,262 | $1.02M | 0.01% | +17,262 | New |
| Salem Investment Counselors Inc | 17,209 | $1.02M | 0.03% | −314−1.8% | Reduced |
| Becker Capital Management Inc | 17,211 | $1.02M | 0.04% | −1,464−7.8% | Reduced |
| Personal Cfo Solutions, LLC | 17,228 | $1.02M | 0.16% | −469−2.7% | Reduced |
| Ancora Advisors, LLC | 17,249 | $1.02M | 0.03% | −1,379−7.4% | Reduced |
| Eisler Capital (US) LLC | 17,253 | $1.02M | 0.19% | +5,102+42.0% | Added |
| Greatmark Investment Partners, Inc. | 17,473 | $1.04M | 0.15% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 17,496 | $1.04M | 0.52% | +17,496 | New |
| Hartford Funds Management Co LLC | 17,519 | $1.04M | 0.10% | +1,780+11.3% | Added |
| Wharton Business Group, LLC | 17,700 | $1.05M | 0.05% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 17,699 | $1.05M | 0.09% | −255−1.4% | Reduced |
| Jarislowsky, Fraser Ltd | 17,749 | $1.05M | 0.01% | −4,321−19.6% | Reduced |
| Exencial Wealth Advisors, LLC | 17,781 | $1.06M | 0.04% | +13+0.1% | Added |
| BBR Partners, LLC | 17,786 | $1.06M | 0.09% | −3,189−15.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 17,845 | $1.06M | 0.58% | −474−2.6% | Reduced |
| Modera Wealth Management, LLC | 17,847 | $1.06M | 0.02% | −6,390−26.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 17,999 | $1.06M | 0.02% | +17,744+6,958.4% | Added |
| Davidson Trust Co | 17,933 | $1.07M | 0.73% | −4,952−21.6% | Reduced |
| Quilter Plc | 17,963 | $1.07M | 0.02% | −450−2.4% | Reduced |
| Keystone Financial Services | 17,966 | $1.07M | 0.44% | +847+4.9% | Added |
| Ruffer LLP | 18,000 | $1.07M | 0.05% | −4,000−18.2% | Reduced |
| Barbara Oil Co. | 18,000 | $1.07M | 0.47% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 18,009 | $1.07M | 0.70% | +18,009 | New |
| Caldwell Trust Co | 18,023 | $1.07M | 0.12% | 00.0% | Unchanged |
| Twin Tree Management, LP | 18,052 | $1.07M | 0.03% | +18,052 | New |
| Analyst IMS Investment Management Services Ltd. | 18,228 | $1.08M | 0.04% | −100−0.5% | Reduced |
| Mather Group, LLC. | 18,743 | $1.09M | 0.01% | +2,027+12.1% | Added |
| WP Advisors, LLC | 18,302 | $1.09M | 0.35% | +307+1.7% | Added |
| Delap Wealth Advisory, LLC | 18,350 | $1.09M | 0.50% | −4,868−21.0% | Reduced |
| Wallace Advisory Group, LLC | 18,354 | $1.09M | 0.78% | −2,231−10.8% | Reduced |
| AdvisorNet Financial, Inc | 18,355 | $1.09M | 0.10% | +1,775+10.7% | Added |
| SeaCrest Wealth Management, LLC | 18,362 | $1.09M | 0.12% | +1,330+7.8% | Added |
| Busey Wealth Management | 18,427 | $1.09M | 0.04% | −724−3.8% | Reduced |
| LexAurum Advisors, LLC | 18,437 | $1.09M | 0.27% | −1,410−7.1% | Reduced |
| Sawyer & Company, Inc | 18,440 | $1.09M | 0.44% | −3,335−15.3% | Reduced |
| Adviser Investments LLC | 18,475 | $1.10M | 0.01% | +46+0.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,518 | $1.10M | 0.64% | 00.0% | Unchanged |
| Financial Counselors Inc | 18,637 | $1.11M | 0.02% | +3,441+22.6% | Added |
| Ironwood Investment Counsel, LLC | 18,643 | $1.11M | 0.20% | +2,932+18.7% | Added |
| Arete Wealth Advisors, LLC | 18,698 | $1.11M | 0.09% | +105+0.6% | Added |
| Sentry LLC | 18,690 | $1.11M | 0.20% | −94−0.5% | Reduced |
| Essex Savings Bank | 18,694 | $1.11M | 0.30% | −141−0.7% | Reduced |
| La Banque Postale Asset Management SA | 18,725 | $1.11M | 0.05% | −29,909−61.5% | Reduced |
| Stoneridge Investment Partners LLC | 18,774 | $1.11M | 0.42% | −29,160−60.8% | Reduced |
| USA Financial Portformulas Corp | 18,815 | $1.12M | 0.18% | +18,815 | New |
| VCI Wealth Management LLC | 18,889 | $1.12M | 0.55% | +4,038+27.2% | Added |
| Johnson Investment Counsel Inc | 18,896 | $1.12M | 0.01% | +245+1.3% | Added |
| Kanawha Capital Management LLC | 18,946 | $1.13M | 0.09% | −980−4.9% | Reduced |
| IMC-Chicago, LLC | 19,064 | $1.13M | 0.04% | +19,064 | New |
| Annandale Capital, LLC | 19,142 | $1.14M | 0.24% | +234+1.2% | Added |
| Telos Capital Management, Inc. | 19,166 | $1.14M | 0.13% | −225−1.2% | Reduced |
| Northern Oak Wealth Management Inc | 19,266 | $1.14M | 0.14% | −1,040−5.1% | Reduced |