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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 42,820 | $2.54M | 0.43% | +152+0.4% | Added |
| Brown Brothers Harriman & Co | 42,825 | $2.54M | 0.02% | −120.0% | Reduced |
| Paradigm Asset Management Co LLC | 42,852 | $2.54M | 0.71% | −8,200−16.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 42,930 | $2.55M | 0.06% | +42,930 | New |
| White Pine Capital LLC | 43,323 | $2.57M | 0.98% | −221−0.5% | Reduced |
| Banque Cantonale Vaudoise | 43,355 | $2.58M | 0.10% | +2,949+7.3% | Added |
| Easterly Investment Partners LLC | 43,583 | $2.59M | 0.23% | −726−1.6% | Reduced |
| Argyle Capital Management Inc. | 43,593 | $2.59M | 1.07% | −2,100−4.6% | Reduced |
| Bank of Stockton | 43,651 | $2.59M | 0.82% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 43,806 | $2.60M | 1.82% | −2,198−4.8% | Reduced |
| Buckingham Strategic Partners | 44,109 | $2.62M | 0.07% | +4,202+10.5% | Added |
| Vise Technologies, Inc. | 44,127 | $2.62M | 0.46% | −94−0.2% | Reduced |
| Mount Lucas Management LP | 44,271 | $2.63M | 0.93% | −458−1.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $2.63M | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 44,389 | $2.64M | 2.06% | −1,260−2.8% | Reduced |
| Geneos Wealth Management Inc. | 44,463 | $2.64M | 0.12% | +2,764+6.6% | Added |
| Jacobs Levy Equity Management, Inc | 44,533 | $2.64M | 0.01% | +44,533 | New |
| Coppell Advisory Solutions LLC | 44,643 | $2.65M | 0.44% | +44,643 | New |
| Meiji Yasuda Life Insurance Co | 44,775 | $2.66M | 0.05% | −3,170−6.6% | Reduced |
| Joel Isaacson & Co., LLC | 44,843 | $2.66M | 0.14% | +176+0.4% | Added |
| Fiduciary Family Office, LLC | 44,973 | $2.67M | 1.05% | −2,339−4.9% | Reduced |
| Kuhn & Co Investment Counsel | 45,030 | $2.67M | 2.40% | −71−0.2% | Reduced |
| Avitas Wealth Management LLC | 45,242 | $2.69M | 0.39% | +65+0.1% | Added |
| HTLF Bank | 45,362 | $2.69M | 0.31% | −536−1.2% | Reduced |
| Fiduciary Trust Co | 45,510 | $2.70M | 0.04% | −558−1.2% | Reduced |
| Pitcairn Co | 45,544 | $2.70M | 0.17% | +3,653+8.7% | Added |
| Lakeview Capital Partners, LLC | 46,706 | $2.71M | 0.44% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 45,970 | $2.73M | 1.07% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 45,991 | $2.73M | 0.83% | +1,065+2.4% | Added |
| Pavion Blue Capital, LLC | 46,015 | $2.73M | 1.35% | −281−0.6% | Reduced |
| IMS Capital Management | 49,133 | $2.76M | 1.29% | 00.0% | Unchanged |
| NBT Bank N A | 46,477 | $2.76M | 0.20% | +6,408+16.0% | Added |
| WCG Wealth Advisors LLC | 46,982 | $2.79M | 0.21% | +4,239+9.9% | Added |
| Trust Asset Management LLC | 47,042 | $2.79M | 0.24% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 47,336 | $2.81M | 0.19% | +20,698+77.7% | Added |
| Central Trust Co | 47,585 | $2.83M | 0.07% | −3,606−7.0% | Reduced |
| Somerset Group LLC | 47,629 | $2.83M | 2.51% | 00.0% | Unchanged |
| Welch & Forbes LLC | 47,926 | $2.87M | 0.04% | −20,612−30.1% | Reduced |
| Twin City Private Wealth, LLC | 48,568 | $2.88M | 2.72% | +912+1.9% | Added |
| Global Frontier Investments LLC | 48,661 | $2.90M | 0.87% | 00.0% | Unchanged |
| PCJ Investment Counsel Ltd. | 48,910 | $2.90M | 1.20% | +24,550+100.8% | Added |
| Advisors Asset Management, Inc. | 49,051 | $2.91M | 0.06% | +7,336+17.6% | Added |
| Goelzer Investment Management, Inc. | 49,103 | $2.92M | 0.16% | −2,395−4.7% | Reduced |
| Capital Asset Advisory Services LLC | 48,775 | $2.92M | 0.16% | −1,220−2.4% | Reduced |
| Equitable Holdings, Inc. | 49,526 | $2.94M | 0.03% | +3,416+7.4% | Added |
| Quest Partners LLC | 49,700 | $2.95M | 0.40% | +49,700 | New |
| Aft, Forsyth & Sober, LLC | 50,000 | $2.97M | 1.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 50,141 | $2.98M | 0.05% | +203+0.4% | Added |
| Kingswood Wealth Advisors, LLC | 50,244 | $2.98M | 0.27% | −456−0.9% | Reduced |
| Capital Investment Counsel, Inc | 50,262 | $2.99M | 0.45% | +5,081+11.2% | Added |
| Huntington National Bank | 50,305 | $2.99M | 0.02% | −787−1.5% | Reduced |
| Hamilton Capital Partners Inc. | 50,642 | $3.01M | 0.32% | +2,572+5.4% | Added |
| Perkins Coie Trust Co | 50,763 | $3.01M | 0.70% | −3,600−6.6% | Reduced |
| SOL Capital Management CO | 50,823 | $3.02M | 0.36% | −1,320−2.5% | Reduced |
| Valeo Financial Advisors, LLC | 50,922 | $3.02M | 0.09% | +1,667+3.4% | Added |
| Jackson Hole Capital Partners, LLC | 50,986 | $3.03M | 0.67% | +95+0.2% | Added |
| Moors & Cabot, Inc. | 51,082 | $3.03M | 0.16% | −5,694−10.0% | Reduced |
| FineMark National Bank & Trust | 51,136 | $3.04M | 0.11% | +1,361+2.7% | Added |
| Trust Point Inc. | 51,344 | $3.05M | 0.24% | −1,126−2.1% | Reduced |
| D L Carlson Investment Group Inc | 51,475 | $3.06M | 0.59% | −104−0.2% | Reduced |
| Foster Group, Inc. | 51,523 | $3.06M | 0.12% | +3,494+7.3% | Added |
| Capital International Sarl | 51,581 | $3.06M | 0.09% | −3,243−5.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 51,801 | $3.08M | 0.45% | +5,522+11.9% | Added |
| Capital Investment Advisors, LLC | 51,952 | $3.09M | 0.07% | −4,534−8.0% | Reduced |
| Montag A & Associates Inc | 52,042 | $3.09M | 0.16% | −1,252−2.3% | Reduced |
| Clear Harbor Asset Management, LLC | 52,268 | $3.10M | 0.27% | 00.0% | Unchanged |
| Trajan Wealth LLC | 52,480 | $3.12M | 0.20% | +5,051+10.6% | Added |
| Buckingham Strategic Wealth, LLC | 52,487 | $3.12M | 0.03% | −521−1.0% | Reduced |
| Convergence Investment Partners, LLC | 52,525 | $3.12M | 0.91% | +8,501+19.3% | Added |
| Transcend Wealth Collective, LLC | 52,615 | $3.12M | 0.23% | +2,252+4.5% | Added |
| Boston Private Wealth LLC | 52,664 | $3.13M | 0.08% | −7,247−12.1% | Reduced |
| Profund Advisors LLC | 52,755 | $3.13M | 0.12% | −3,427−6.1% | Reduced |
| Capitolis Liquid Global Markets LLC | 52,800 | $3.14M | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 52,873 | $3.14M | 0.03% | +100+0.2% | Added |
| Cidel Asset Management Inc | 53,127 | $3.16M | 0.24% | −3,565−6.3% | Reduced |
| Cynosure Management, LLC | 53,132 | $3.16M | 0.51% | −123−0.2% | Reduced |
| National Asset Management, Inc. | 53,159 | $3.16M | 0.08% | −14,187−21.1% | Reduced |
| Quad-Cities Investment Group, LLC | 53,200 | $3.16M | 1.75% | −95−0.2% | Reduced |
| NorthRock Partners, LLC | 53,222 | $3.16M | 0.12% | +1,098+2.1% | Added |
| Ritholtz Wealth Management | 53,287 | $3.16M | 0.10% | +6,752+14.5% | Added |
| Checchi Capital Advisers, LLC | 53,359 | $3.17M | 0.25% | +643+1.2% | Added |
| Associated Banc-Corp | 53,620 | $3.18M | 0.10% | +3,622+7.2% | Added |
| S&CO Inc | 53,853 | $3.20M | 0.22% | −720−1.3% | Reduced |
| Stonebridge Capital Advisors LLC | 53,851 | $3.20M | 0.28% | −322−0.6% | Reduced |
| Jump Financial, LLC | 54,115 | $3.21M | 0.06% | +22,263+69.9% | Added |
| Mitchell Sinkler & Starr | 55,125 | $3.27M | 0.84% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 55,039 | $3.27M | 0.06% | +5,675+11.5% | Added |
| Signaturefd, LLC | 55,166 | $3.28M | 0.07% | +2,922+5.6% | Added |
| Wetherby Asset Management Inc | 56,021 | $3.33M | 0.16% | +502+0.9% | Added |
| Signet Financial Management, LLC | 56,517 | $3.36M | 0.45% | −166−0.3% | Reduced |
| Parcion Private Wealth LLC | 56,599 | $3.36M | 0.31% | +160.0% | Added |
| Lowe Brockenbrough & Co Inc | 56,633 | $3.36M | 0.22% | −750−1.3% | Reduced |
| Jefferies Financial Group Inc. | 56,758 | $3.37M | 0.07% | +46,200+437.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57,404 | $3.40M | 0.15% | −2,259−3.8% | Reduced |
| Prudential PLC | 58,162 | $3.45M | 0.02% | −17,332−23.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 58,251 | $3.46M | 0.35% | −2,239−3.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 58,288 | $3.46M | 0.18% | +988+1.7% | Added |
| Global Retirement Partners, LLC | 58,413 | $3.47M | 0.11% | +8,750+17.6% | Added |
| Williams Jones Wealth Management, LLC. | 58,717 | $3.49M | 0.04% | −93−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,880 | $3.50M | 0.01% | +9,338+18.8% | Added |