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 |
|---|---|---|---|---|---|
| Applied Capital LLC | 32,182 | $1.91M | 1.67% | +48+0.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.91M | 0.59% | 00.0% | Unchanged |
| Auxier Asset Management | 32,302 | $1.92M | 0.30% | −1,450−4.3% | Reduced |
| Iams Wealth Management, LLC | 32,310 | $1.92M | 1.05% | −3,788−10.5% | Reduced |
| Inceptionr LLC | 32,416 | $1.93M | 0.54% | +5,167+19.0% | Added |
| GAMMA Investing LLC | 32,494 | $1.93M | 0.26% | +7,753+31.3% | Added |
| Norden Group LLC | 32,516 | $1.93M | 0.39% | −387−1.2% | Reduced |
| Carret Asset Management, LLC | 32,522 | $1.93M | 0.23% | −875−2.6% | Reduced |
| Westmount Partners, LLC | 31,910 | $1.93M | 0.64% | +9,435+42.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 32,594 | $1.94M | 0.94% | +526+1.6% | Added |
| Bennett Selby Investments LP | 32,772 | $1.95M | 0.87% | +40.0% | Added |
| Golden State Equity Partners | 32,791 | $1.95M | 0.41% | +32,791 | New |
| Silvant Capital Management LLC | 32,814 | $1.95M | 0.09% | −416−1.3% | Reduced |
| Nebula Research & Development LLC | 32,818 | $1.95M | 0.32% | +32,818 | New |
| St. Louis Financial Planners Asset Management, LLC | 32,237 | $1.95M | 1.68% | −7,330−18.5% | Reduced |
| ZWJ Investment Counsel Inc | 32,948 | $1.96M | 0.09% | +2,500+8.2% | Added |
| Wrapmanager Inc | 33,076 | $1.96M | 0.54% | +1,497+4.7% | Added |
| ISAM Funds (UK) Ltd | 33,382 | $1.98M | 1.49% | +33,382 | New |
| Dynamic Advisor Solutions LLC | 33,739 | $2.00M | 0.06% | +2,558+8.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 33,821 | $2.01M | 0.67% | +1,221+3.7% | Added |
| Miller Investment Management, LP | 34,082 | $2.02M | 0.24% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 34,100 | $2.03M | 1.45% | −6,000−15.0% | Reduced |
| Cornercap Investment Counsel Inc | 34,432 | $2.04M | 0.33% | −5,000−12.7% | Reduced |
| Applied Finance Capital Management, LLC | 34,566 | $2.05M | 0.09% | +34,566 | New |
| American Money Management, LLC | 34,626 | $2.06M | 0.44% | 00.0% | Unchanged |
| Hyman Charles D | 34,951 | $2.08M | 0.12% | −850−2.4% | Reduced |
| YHB Investment Advisors, Inc. | 34,998 | $2.08M | 0.18% | −6,316−15.3% | Reduced |
| Selway Asset Management | 35,000 | $2.08M | 0.85% | −19,600−35.9% | Reduced |
| HF Advisory Group, LLC | 35,256 | $2.09M | 1.08% | −3,947−10.1% | Reduced |
| Voya Financial Advisors, Inc. | 36,838 | $2.12M | 0.24% | +2,323+6.7% | Added |
| Verdence Capital Advisors LLC | 35,633 | $2.12M | 0.19% | +8,798+32.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 35,641 | $2.12M | 0.60% | +12,268+52.5% | Added |
| Crestwood Advisors Group LLC | 35,755 | $2.12M | 0.04% | −2,144−5.7% | Reduced |
| Azimuth Capital Investment Management LLC | 35,858 | $2.13M | 0.09% | −700−1.9% | Reduced |
| Marotta Asset Management | 35,237 | $2.14M | 0.44% | +56+0.2% | Added |
| Keystone Wealth Services, LLC | 36,078 | $2.14M | 0.67% | +20.0% | Added |
| Sciencast Management LP | 36,261 | $2.15M | 0.75% | +36,261 | New |
| Oarsman Capital, Inc. | 36,516 | $2.17M | 0.48% | +745+2.1% | Added |
| Triangle Securities Wealth Management | 36,665 | $2.18M | 0.61% | −852−2.3% | Reduced |
| Cigna Investments Inc | 36,674 | $2.18M | 0.41% | −1,537−4.0% | Reduced |
| Moody National Bank Trust Division | 36,693 | $2.18M | 0.17% | +1,518+4.3% | Added |
| Mirabella Financial Services LLP | 36,762 | $2.18M | 0.16% | +18,992+106.9% | Added |
| Vista Wealth Management Group, LLC | 36,764 | $2.18M | 0.16% | +148+0.4% | Added |
| Avestar Capital, LLC | 36,871 | $2.19M | 0.24% | −12,142−24.8% | Reduced |
| IFP Advisors, Inc | 36,971 | $2.20M | 0.09% | −7,563−17.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,035 | $2.20M | 0.47% | −142−0.4% | Reduced |
| Coldstream Capital Management Inc | 37,132 | $2.21M | 0.05% | +5,208+16.3% | Added |
| Sherbrooke Park Advisers LLC | 37,162 | $2.21M | 0.39% | +13,897+59.7% | Added |
| First Citizens Bank & Trust Co | 37,413 | $2.22M | 0.04% | +300+0.8% | Added |
| Legato Capital Management LLC | 37,484 | $2.23M | 0.30% | −17,177−31.4% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $2.23M | 0.09% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 37,540 | $2.23M | 0.52% | −87−0.2% | Reduced |
| Evercore Wealth Management, LLC | 37,554 | $2.23M | 0.04% | −294−0.8% | Reduced |
| Burney Co | 37,574 | $2.23M | 0.09% | −2,820−7.0% | Reduced |
| Pictet Bank & Trust Ltd | 37,715 | $2.24M | 2.28% | −300−0.8% | Reduced |
| Johnson Financial Group, Inc. | 37,726 | $2.24M | 0.11% | +3,148+9.1% | Added |
| Pallas Capital Advisors LLC | 37,917 | $2.25M | 0.10% | −1,861−4.7% | Reduced |
| Schnieders Capital Management LLC | 37,954 | $2.25M | 0.46% | −600−1.6% | Reduced |
| Ballentine Partners, LLC | 37,991 | $2.26M | 0.04% | +2,206+6.2% | Added |
| Wesbanco Bank Inc | 38,092 | $2.26M | 0.08% | −2,206−5.5% | Reduced |
| AlphaStar Capital Management, LLC | 38,247 | $2.27M | 0.21% | +5,027+15.1% | Added |
| Alpha Cubed Investments, LLC | 38,337 | $2.28M | 0.11% | +3,303+9.4% | Added |
| Mount Yale Investment Advisors, LLC | 38,671 | $2.30M | 0.18% | −1,738−4.3% | Reduced |
| Cunning Capital Partners, LP | 38,675 | $2.30M | 1.31% | 00.0% | Unchanged |
| Leonteq Securities AG | 38,813 | $2.31M | 0.32% | +19,231+98.2% | Added |
| Stableford Capital II LLC | 37,915 | $2.31M | 0.91% | −36−0.1% | Reduced |
| Ascent Group, LLC | 38,934 | $2.31M | 0.19% | +3,347+9.4% | Added |
| Snowden Capital Advisors LLC | 38,989 | $2.32M | 0.07% | −5,488−12.3% | Reduced |
| Ethic Inc. | 39,029 | $2.32M | 0.05% | +4,936+14.5% | Added |
| Quadrant Capital Group LLC | 39,285 | $2.33M | 0.17% | +2,547+6.9% | Added |
| Koss-Olinger Consulting, LLC | 39,501 | $2.35M | 0.22% | +33,701+581.1% | Added |
| Chiron Investment Management, LLC | 39,525 | $2.35M | 0.92% | +39,525 | New |
| Tower Bridge Advisors | 39,721 | $2.36M | 0.26% | −750−1.9% | Reduced |
| United Asset Strategies, Inc. | 39,794 | $2.36M | 0.23% | −1,386−3.4% | Reduced |
| Portfolio Design Labs, LLC | 39,886 | $2.37M | 0.73% | +4,110+11.5% | Added |
| River & Mercantile Asset Management LLP | 40,075 | $2.38M | 0.65% | −986−2.4% | Reduced |
| Oppenheimer & Co Inc | 40,327 | $2.40M | 0.04% | −12,307−23.4% | Reduced |
| Round Hill Asset Management | 40,567 | $2.41M | 1.54% | −980−2.4% | Reduced |
| KCM Investment Advisors LLC | 40,740 | $2.42M | 0.09% | +132+0.3% | Added |
| Concurrent Investment Advisors, LLC | 40,760 | $2.42M | 0.08% | +7,235+21.6% | Added |
| HM Payson & Co | 40,804 | $2.42M | 0.04% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,830 | $2.42M | 0.67% | +930+2.3% | Added |
| Shayne & Co., LLC | 40,977 | $2.43M | 0.68% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 41,192 | $2.45M | 0.11% | +3,194+8.4% | Added |
| Wynn Capital, LLC | 41,556 | $2.47M | 1.83% | +332+0.8% | Added |
| LGT Fund Management Co Ltd. | 41,716 | $2.48M | 0.31% | +41,716 | New |
| Smith, Salley & Associates | 41,761 | $2.48M | 0.18% | +530+1.3% | Added |
| Centaurus Financial, Inc. | 41,811 | $2.48M | 0.17% | −320−0.8% | Reduced |
| Choate Investment Advisors | 41,896 | $2.49M | 0.07% | +310+0.7% | Added |
| Naviter Wealth, LLC | 42,113 | $2.50M | 0.37% | +519+1.2% | Added |
| Fifth Third Wealth Advisors LLC | 42,269 | $2.51M | 0.19% | +31,941+309.3% | Added |
| Sumitomo Life Insurance Co | 42,277 | $2.51M | 0.06% | −5,509−11.5% | Reduced |
| Gs Investments, Inc. | 42,400 | $2.52M | 1.19% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 42,449 | $2.52M | 0.45% | +274+0.6% | Added |
| Stonegate Investment Group, LLC | 42,479 | $2.52M | 0.07% | +3,554+9.1% | Added |
| Brighton Jones LLC | 42,550 | $2.53M | 0.08% | −3,508−7.6% | Reduced |
| Franklin Street Advisors Inc | 42,578 | $2.53M | 0.18% | +200.0% | Added |
| Cullinan Associates Inc | 42,645 | $2.53M | 0.14% | +10,500+32.7% | Added |
| Prime Capital Investment Advisors, LLC | 42,708 | $2.54M | 0.04% | −5,600−11.6% | Reduced |
| Mizuho Markets Americas LLC | 42,800 | $2.54M | 0.07% | +42,800 | New |