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 |
|---|---|---|---|---|---|
| Ransom Advisory, Ltd | 19,286 | $1.15M | 0.57% | −300−1.5% | Reduced |
| Syon Capital LLC | 19,321 | $1.15M | 0.11% | +551+2.9% | Added |
| IHT Wealth Management, LLC | 19,328 | $1.15M | 0.04% | −1,518−7.3% | Reduced |
| RNC Capital Management LLC | 19,349 | $1.15M | 0.06% | +1,085+5.9% | Added |
| American State Bank (Iowa) | 19,459 | $1.16M | 0.74% | +255+1.3% | Added |
| First National Trust Co | 19,493 | $1.16M | 0.05% | +863+4.6% | Added |
| Cito Capital Group, LLC | 19,503 | $1.16M | 0.45% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 19,513 | $1.16M | 0.11% | +14,767+311.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,530 | $1.16M | 0.03% | +9,570+96.1% | Added |
| Investors Asset Management of Georgia Inc | 19,555 | $1.16M | 0.57% | −492−2.5% | Reduced |
| GeoWealth Management, LLC | 19,558 | $1.16M | 0.05% | +1,129+6.1% | Added |
| Csenge Advisory Group | 19,580 | $1.16M | 0.07% | −148−0.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 19,663 | $1.17M | 0.09% | −4,280−17.9% | Reduced |
| AlTi Global, Inc. | 19,675 | $1.17M | 0.03% | +799+4.2% | Added |
| L2 Asset Management, LLC | 19,706 | $1.17M | 0.35% | +722+3.8% | Added |
| London & Capital Asset Management Ltd | 19,717 | $1.17M | 0.10% | −839−4.1% | Reduced |
| Castle Rock Wealth Management, LLC | 19,353 | $1.17M | 0.29% | 00.0% | Unchanged |
| CX Institutional | 19,803 | $1.18M | 0.06% | −50.0% | Reduced |
| First Bank & Trust | 19,814 | $1.18M | 0.24% | −918−4.4% | Reduced |
| Skopos Labs, Inc. | 20,442 | $1.18M | 0.51% | 00.0% | Unchanged |
| Papp L Roy & Associates | 19,839 | $1.18M | 0.14% | −794−3.8% | Reduced |
| One Capital Management, LLC | 19,861 | $1.18M | 0.04% | −2,517−11.2% | Reduced |
| Dakota Wealth Management | 19,902 | $1.18M | 0.03% | +3,173+19.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 19,913 | $1.18M | 0.27% | −308−1.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 19,950 | $1.18M | 0.20% | −1,050−5.0% | Reduced |
| Chicago Capital, LLC | 19,969 | $1.19M | 0.04% | +9,000+82.0% | Added |
| SageView Advisory Group, LLC | 19,983 | $1.19M | 0.06% | +19,983 | New |
| Eos Management, L.P. | 20,000 | $1.19M | 0.46% | −7,500−27.3% | Reduced |
| Harbor Advisors LLC | 20,000 | $1.19M | 0.22% | 00.0% | Unchanged |
| Equitable Trust Co | 20,035 | $1.19M | 0.08% | +2,160+12.1% | Added |
| Private Wealth Group, LLC | 20,112 | $1.19M | 0.63% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 20,130 | $1.20M | 0.90% | −862−4.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 20,183 | $1.20M | 0.52% | −2,487−11.0% | Reduced |
| Sage Rhino Capital LLC | 20,202 | $1.20M | 0.29% | +263+1.3% | Added |
| LS Investment Advisors, LLC | 20,213 | $1.20M | 0.19% | 00.0% | Unchanged |
| XML Financial, LLC | 20,274 | $1.20M | 0.12% | +85+0.4% | Added |
| Foundations Investment Advisors, LLC | 20,304 | $1.21M | 0.03% | −8,742−30.1% | Reduced |
| Miracle Mile Advisors, LLC | 20,361 | $1.21M | 0.03% | −93−0.5% | Reduced |
| Mutual Advisors, LLC | 20,304 | $1.21M | 0.04% | −127−0.6% | Reduced |
| Excalibur Management Corp | 20,415 | $1.21M | 0.49% | −156−0.8% | Reduced |
| Clarius Group, LLC | 20,463 | $1.22M | 0.09% | −1,296−6.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 20,479 | $1.22M | 0.11% | −1,917−8.6% | Reduced |
| Courier Capital LLC | 20,486 | $1.22M | 0.10% | −55−0.3% | Reduced |
| Kennedy Investment Group | 20,504 | $1.22M | 0.62% | −401−1.9% | Reduced |
| DMG Group, LLC | 20,592 | $1.22M | 1.05% | +1,319+6.8% | Added |
| Lindbrook Capital, LLC | 20,674 | $1.23M | 0.12% | +476+2.4% | Added |
| Frank, Rimerman Advisors LLC | 20,684 | $1.23M | 0.09% | +20,644+51,610.0% | Added |
| JT Stratford LLC | 20,697 | $1.23M | 0.23% | +1,055+5.4% | Added |
| GFG Capital, LLC | 20,767 | $1.23M | 0.34% | −2,789−11.8% | Reduced |
| Sendero Wealth Management, LLC | 20,819 | $1.24M | 0.21% | −9,286−30.8% | Reduced |
| BLB&B Advisors, LLC | 20,891 | $1.24M | 0.07% | +2,298+12.4% | Added |
| HBK Sorce Advisory LLC | 20,906 | $1.24M | 0.04% | +423+2.1% | Added |
| Lazari Capital Management, Inc. | 20,959 | $1.24M | 0.56% | +21+0.1% | Added |
| Prudent Man Advisors, LLC | 20,973 | $1.25M | 0.44% | +718+3.5% | Added |
| Terry L. Blaker | 21,000 | $1.25M | 0.05% | +21,000 | New |
| Essex Financial Services, Inc. | 23,660 | $1.25M | 0.09% | +3,270+16.0% | Added |
| Leavell Investment Management, Inc. | 21,061 | $1.25M | 0.07% | −3,018−12.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 21,099 | $1.25M | 0.04% | −131−0.6% | Reduced |
| Welch Group, LLC | 21,166 | $1.26M | 0.06% | +6,500+44.3% | Added |
| EverSource Wealth Advisors, LLC | 21,198 | $1.26M | 0.08% | +2,876+15.7% | Added |
| Unique Wealth Strategies, LLC | 21,712 | $1.26M | 0.59% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 21,273 | $1.26M | 0.65% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 24,242 | $1.26M | 0.16% | +24,242 | New |
| Fidelis Capital Partners, LLC | 24,174 | $1.26M | 0.18% | +5,784+31.5% | Added |
| Citadel Investment Advisory, Inc. | 21,391 | $1.27M | 0.72% | −1,045−4.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 21,401 | $1.27M | 0.57% | +5,682+36.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 21,105 | $1.28M | 0.15% | +30.0% | Added |
| Cetera Trust Company, N.A | 21,548 | $1.28M | 0.80% | −530−2.4% | Reduced |
| Wealthspire Advisors, LLC | 21,682 | $1.29M | 0.02% | +53+0.2% | Added |
| Dumont & Blake Investment Advisors LLC | 21,718 | $1.29M | 0.18% | +10,931+101.3% | Added |
| Fisher Asset Management, LLC | 21,817 | $1.30M | 0.00% | −819−3.6% | Reduced |
| Foresight Global Investors, Inc. | 21,820 | $1.30M | 0.62% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 21,947 | $1.30M | 0.07% | +1,944+9.7% | Added |
| Louisbourg Investments Inc. | 29,244 | $1.30M | 0.37% | 00.0% | Unchanged |
| Diversified Trust Co | 22,041 | $1.31M | 0.04% | −3,281−13.0% | Reduced |
| Cove Street Capital, LLC | 22,150 | $1.31M | 0.94% | −5,050−18.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 22,258 | $1.32M | 0.11% | +262+1.2% | Added |
| Martin & Co Inc | 22,269 | $1.32M | 0.33% | −35−0.2% | Reduced |
| One Wealth Advisors, LLC | 24,884 | $1.32M | 0.28% | +6,298+33.9% | Added |
| Sweeney & Michel, LLC | 22,217 | $1.33M | 0.57% | +51+0.2% | Added |
| Rossmore Private Capital | 22,624 | $1.34M | 0.18% | −351−1.5% | Reduced |
| Coastal Investment Advisors, Inc. | 22,646 | $1.34M | 0.26% | −1,869−7.6% | Reduced |
| Great Valley Advisor Group, Inc. | 22,718 | $1.35M | 0.04% | −719−3.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 22,729 | $1.35M | 0.02% | −604−2.6% | Reduced |
| Summit Financial, LLC | 22,764 | $1.35M | 0.06% | +13,970+158.9% | Added |
| Burke & Herbert Bank & Trust Co | 22,765 | $1.35M | 0.33% | +17,068+299.6% | Added |
| Drive Wealth Management, LLC | 22,768 | $1.35M | 0.36% | −18−0.1% | Reduced |
| Buffington Mohr McNeal | 22,783 | $1.35M | 0.24% | 00.0% | Unchanged |
| Washington Trust Co | 22,789 | $1.35M | 0.05% | −354−1.5% | Reduced |
| Sunbelt Securities, Inc. | 22,803 | $1.35M | 0.14% | +108+0.5% | Added |
| Great Lakes Retirement, Inc. | 22,804 | $1.35M | 0.19% | +121+0.5% | Added |
| Thomasville National Bank | 22,993 | $1.37M | 0.11% | −1,263−5.2% | Reduced |
| Vontobel Holding Ltd. | 23,322 | $1.39M | 0.00% | +8,611+58.5% | Added |
| First City Capital Management, Inc. | 23,341 | $1.39M | 0.78% | −185−0.8% | Reduced |
| Argus Investors' Counsel, Inc. | 23,407 | $1.39M | 0.85% | +121+0.5% | Added |
| Aspiriant, LLC | 23,453 | $1.39M | 0.06% | −2,148−8.4% | Reduced |
| Fulton Bank, N.A. | 23,624 | $1.40M | 0.06% | +139+0.6% | Added |
| Aptus Capital Advisors, LLC | 23,824 | $1.41M | 0.03% | +2,291+10.6% | Added |
| Laurel Wealth Advisors LLC | 23,860 | $1.42M | 0.25% | +133+0.6% | Added |
| First Financial Bank - Trust Division | 23,913 | $1.42M | 0.14% | −651−2.7% | Reduced |