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
- 2,263
- +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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| TRUE Private Wealth Advisors | 23,985 | $1.42M | 0.16% | −600−2.4% | Reduced |
| Trust Co of Toledo NA | 24,004 | $1.43M | 0.21% | +264+1.1% | Added |
| NBC Securities, Inc. | 24,015 | $1.43M | 0.13% | +423+1.8% | Added |
| Pinnacle Bancorp, Inc. | 24,029 | $1.43M | 0.42% | −70.0% | Reduced |
| Insight Advisors, LLC | 24,032 | $1.43M | 0.26% | +110+0.5% | Added |
| Trinity Financial Advisors LLC | 24,060 | $1.43M | 0.64% | −1,373−5.4% | Reduced |
| Soltis Investment Advisors LLC | 24,289 | $1.44M | 0.15% | +2,036+9.1% | Added |
| Wunderlich Capital Managemnt | 24,396 | $1.45M | 0.65% | +2,350+10.7% | Added |
| First Horizon Advisors, Inc. | 24,401 | $1.45M | 0.04% | −74−0.3% | Reduced |
| LJI Wealth Management, LLC | 24,465 | $1.45M | 0.32% | −694−2.8% | Reduced |
| Cadinha & Co LLC | 24,572 | $1.46M | 0.27% | 00.0% | Unchanged |
| Valley National Advisers Inc | 24,734 | $1.47M | 0.22% | −589−2.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 24,885 | $1.48M | 0.13% | −1,086−4.2% | Reduced |
| London Co of Virginia | 24,896 | $1.48M | 0.01% | −191−0.8% | Reduced |
| Apella Capital, LLC | 24,755 | $1.48M | 0.07% | +4,147+20.1% | Added |
| National Philanthropic Trust | 25,081 | $1.49M | 0.03% | −2,034−7.5% | Reduced |
| Lake Street Advisors Group, LLC | 25,167 | $1.49M | 0.07% | +246+1.0% | Added |
| RFG Advisory, LLC | 25,232 | $1.50M | 0.05% | −57,857−69.6% | Reduced |
| Massmutual Trust Co FSB | 25,364 | $1.51M | 0.05% | +3,608+16.6% | Added |
| Private Trust Co NA | 25,368 | $1.51M | 0.16% | +3,204+14.5% | Added |
| Islay Capital Management, LLC | 25,435 | $1.51M | 1.09% | +145+0.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 25,500 | $1.51M | 0.24% | −500−1.9% | Reduced |
| Holderness Investments Co | 25,515 | $1.52M | 0.36% | +100.0% | Added |
| Neville Rodie & Shaw Inc | 25,553 | $1.52M | 0.12% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 25,580 | $1.52M | 0.25% | +4,835+23.3% | Added |
| Independent Financial Group, LLC | 25,596 | $1.52M | 0.06% | +4,061+18.9% | Added |
| GHP Investment Advisors, Inc. | 25,643 | $1.52M | 0.08% | +1,155+4.7% | Added |
| Wright Investors Service Inc | 25,727 | $1.53M | 0.40% | −88−0.3% | Reduced |
| Insigneo Advisory Services, LLC | 29,485 | $1.54M | 0.17% | −14,328−32.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 25,923 | $1.54M | 0.49% | −700−2.6% | Reduced |
| Schechter Investment Advisors, LLC | 26,153 | $1.55M | 0.12% | −834−3.1% | Reduced |
| Accredited Investors Inc. | 26,480 | $1.57M | 0.10% | +14,663+124.1% | Added |
| Fiduciary Group LLC | 26,524 | $1.58M | 0.17% | −269−1.0% | Reduced |
| Jeppson Wealth Management, LLC | 26,642 | $1.58M | 0.60% | −675−2.5% | Reduced |
| Resources Management Corp | 26,680 | $1.58M | 0.23% | −295−1.1% | Reduced |
| Hardin Capital Partners, LLC | 17,108 | $1.59M | 1.03% | +17,108 | New |
| Aspire Private Capital, LLC | 26,791 | $1.59M | 0.41% | +1,638+6.5% | Added |
| Citizens National Bank Trust Department | 26,827 | $1.59M | 0.35% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 26,957 | $1.60M | 0.05% | +4,121+18.0% | Added |
| Hardy Reed LLC | 27,072 | $1.61M | 0.16% | +21,723+406.1% | Added |
| Northside Capital Management, LLC | 27,127 | $1.61M | 0.28% | 00.0% | Unchanged |
| Everett Harris & Co | 27,229 | $1.62M | 0.02% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 27,636 | $1.64M | 0.22% | −2,216−7.4% | Reduced |
| Kerrisdale Advisers, LLC | 27,696 | $1.64M | 0.51% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 27,851 | $1.65M | 0.06% | +575+2.1% | Added |
| Lummis Asset Management, LP | 27,878 | $1.66M | 2.19% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 27,658 | $1.66M | 0.06% | +2,378+9.4% | Added |
| Chemistry Wealth Management LLC | 27,989 | $1.66M | 0.43% | +619+2.3% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 28,277 | $1.68M | 0.27% | +28,277 | New |
| Nicholas Hoffman & Company, LLC. | 28,309 | $1.68M | 0.08% | +818+3.0% | Added |
| Vista Investment Management | 28,330 | $1.68M | 0.68% | −1,074−3.7% | Reduced |
| CTC Alternative Strategies, Ltd. | 28,347 | $1.68M | 0.71% | +28,347 | New |
| Atomi Financial Group, Inc. | 28,371 | $1.68M | 0.12% | +9,995+54.4% | Added |
| N.E.W. Advisory Services LLC | 28,467 | $1.69M | 0.18% | +267+0.9% | Added |
| Main Street Research LLC | 28,557 | $1.70M | 0.11% | +1,913+7.2% | Added |
| Argent Advisors, Inc. | 28,740 | $1.71M | 0.68% | +1,101+4.0% | Added |
| Rothschild Investment LLC | 28,808 | $1.71M | 0.12% | +2,198+8.3% | Added |
| Meridian Investment Counsel Inc. | 28,892 | $1.72M | 0.54% | 00.0% | Unchanged |
| Hoylecohen, LLC | 28,933 | $1.72M | 0.13% | +462+1.6% | Added |
| NVWM, LLC | 29,031 | $1.72M | 0.46% | −491−1.7% | Reduced |
| Diversify Advisory Services, LLC | 28,809 | $1.73M | 0.09% | −4,055−12.3% | Reduced |
| Silvercrest Asset Management Group LLC | 29,094 | $1.73M | 0.01% | +40.0% | Added |
| Ferguson Wellman Capital Management, Inc | 29,221 | $1.74M | 0.04% | −909−3.0% | Reduced |
| Moneta Group Investment Advisors LLC | 29,322 | $1.74M | 0.03% | +2,843+10.7% | Added |
| Evergreen Capital Management LLC | 29,378 | $1.74M | 0.06% | +2,138+7.8% | Added |
| Marco Investment Management LLC | 29,401 | $1.75M | 0.16% | +1,700+6.1% | Added |
| Whittier Trust Co of Nevada Inc | 29,471 | $1.75M | 0.05% | +1,143+4.0% | Added |
| Shelton Wealth Management, LLC | 29,589 | $1.76M | 1.05% | +22+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 29,650 | $1.76M | 0.07% | −5,030−14.5% | Reduced |
| Mystic Asset Management, Inc. | 29,814 | $1.77M | 0.72% | −243−0.8% | Reduced |
| Integrated Advisors Network LLC | 29,866 | $1.77M | 0.09% | −870−2.8% | Reduced |
| Cohen Investment Advisors LLC | 43,451 | $1.78M | 1.43% | −2,427−5.3% | Reduced |
| Alaska Permanent Fund Corp | 29,947 | $1.78M | 0.03% | −14,698−32.9% | Reduced |
| Founders Financial Securities LLC | 29,986 | $1.78M | 0.17% | −309−1.0% | Reduced |
| We Are One Seven, LLC | 30,033 | $1.78M | 0.08% | −1,089−3.5% | Reduced |
| Rehmann Capital Advisory Group | 30,305 | $1.80M | 0.13% | −196−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 31,119 | $1.80M | 0.02% | +3,613+13.1% | Added |
| Wilkinson Global Asset Management LLC | 30,400 | $1.81M | 0.11% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 30,549 | $1.81M | 0.58% | +480+1.6% | Added |
| Pacifica Partners Inc. | 29,963 | $1.82M | 0.78% | −545−1.8% | Reduced |
| Aigen Investment Management, LP | 30,611 | $1.82M | 0.35% | +30,611 | New |
| Benjamin F. Edwards & Company, Inc. | 30,661 | $1.82M | 0.03% | +2,549+9.1% | Added |
| Conning Inc. | 30,713 | $1.82M | 0.07% | +242+0.8% | Added |
| Grimes & Company, Inc. | 30,729 | $1.83M | 0.05% | −138−0.4% | Reduced |
| Peak Asset Management, LLC | 30,847 | $1.83M | 0.36% | −4,032−11.6% | Reduced |
| Country Club Bank | 32,012 | $1.84M | 0.13% | −1,810−5.4% | Reduced |
| Heartland Advisors Inc | 31,079 | $1.85M | 0.10% | −7,785−20.0% | Reduced |
| Dynasty Wealth Management, LLC | 31,181 | $1.85M | 0.05% | +1,865+6.4% | Added |
| David Loasby | 31,012 | $1.85M | 0.18% | +2,151+7.5% | Added |
| Freemont Management S.A. | 31,200 | $1.85M | 1.07% | −153,700−83.1% | Reduced |
| Tradition Wealth Management, LLC | 31,394 | $1.86M | 0.18% | +2,577+8.9% | Added |
| Marks Group Wealth Management, Inc | 31,412 | $1.87M | 0.20% | −5,481−14.9% | Reduced |
| Massachusetts Wealth Management | 31,502 | $1.87M | 1.26% | −75−0.2% | Reduced |
| Granite Investment Partners, LLC | 31,587 | $1.88M | 0.08% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 31,609 | $1.88M | 0.59% | −10,970−25.8% | Reduced |
| J.W. Cole Advisors, Inc. | 31,705 | $1.88M | 0.09% | +1,551+5.1% | Added |
| Parallel Advisors, LLC | 31,797 | $1.89M | 0.05% | −196−0.6% | Reduced |
| Smith Shellnut Wilson LLC | 31,856 | $1.89M | 0.92% | 00.0% | Unchanged |
| AF Advisors, Inc. | 32,040 | $1.90M | 0.35% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 32,049 | $1.90M | 0.08% | +17,978+127.8% | Added |