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 |
|---|---|---|---|---|---|
| Lee Danner & Bass Inc | 59,196 | $3.52M | 0.27% | +59,196 | New |
| Chou Associates Management Inc.SuperinvestorChou Associates | 59,542 | $3.54M | 2.54% | +40,000+204.7% | Added |
| Pinnacle Financial Partners Inc | 60,673 | $3.55M | 0.08% | −641−1.0% | Reduced |
| Sigma Planning Corp | 59,857 | $3.55M | 0.11% | −4,482−7.0% | Reduced |
| Qtron Investments LLC | 59,947 | $3.56M | 0.51% | +1,655+2.8% | Added |
| DoubleLine ETF Adviser LP | 59,953 | $3.56M | 0.94% | −2,706−4.3% | Reduced |
| Portside Wealth Group, LLC | 60,076 | $3.57M | 0.68% | −4,488−7.0% | Reduced |
| Asio Capital, LLC | 60,125 | $3.57M | 0.73% | +255+0.4% | Added |
| Fayez Sarofim & Co | 60,503 | $3.59M | 0.01% | +48,565+406.8% | Added |
| Focus Financial Network, Inc. | 59,055 | $3.60M | 0.15% | +654+1.1% | Added |
| Waterloo Capital, L.P. | 60,778 | $3.61M | 0.43% | +131+0.2% | Added |
| LGT Group Foundation | 60,968 | $3.62M | 0.06% | −2,366−3.7% | Reduced |
| Alberta Investment Management Corp | 61,900 | $3.68M | 0.04% | −22,900−27.0% | Reduced |
| Bleakley Financial Group, LLC | 62,044 | $3.68M | 0.11% | +1,367+2.3% | Added |
| Guardian Capital Advisors LP | 61,808 | $3.69M | 0.39% | −5,214−7.8% | Reduced |
| Karpas Strategies, LLC | 62,605 | $3.72M | 1.17% | −3,865−5.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 62,742 | $3.73M | 0.05% | −113−0.2% | Reduced |
| Independent Advisor Alliance | 62,967 | $3.74M | 0.13% | +410+0.7% | Added |
| Altrafin AG | 63,200 | $3.75M | 1.39% | −25,100−28.4% | Reduced |
| NWF Advisory Services Inc. | 63,533 | $3.77M | 0.60% | −4,908−7.2% | Reduced |
| Connable Office Inc | 63,786 | $3.79M | 0.41% | −10,577−14.2% | Reduced |
| Meeder Advisory Services, Inc. | 63,941 | $3.80M | 0.27% | +18,016+39.2% | Added |
| Sequoia Financial Advisors, LLC | 64,136 | $3.81M | 0.05% | +8,883+16.1% | Added |
| Oldfather Financial Services, LLC | 64,555 | $3.83M | 1.57% | +30.0% | Added |
| Axxcess Wealth Management, LLC | 65,305 | $3.88M | 0.11% | −7,262−10.0% | Reduced |
| First National Advisers, LLC | 65,557 | $3.89M | 0.71% | +16,098+32.5% | Added |
| Regions Financial Corp | 65,631 | $3.90M | 0.03% | −17,806−21.3% | Reduced |
| SWS Partners | 66,859 | $3.96M | 1.18% | −2,648−3.8% | Reduced |
| Culbertson A N & Co Inc | 67,987 | $4.04M | 0.71% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 68,106 | $4.04M | 0.05% | +5,198+8.3% | Added |
| HighPoint Advisor Group LLC | 67,446 | $4.05M | 0.24% | +6,723+11.1% | Added |
| Vestcor Inc | 68,840 | $4.09M | 0.14% | −120.0% | Reduced |
| Wedbush Securities Inc | 69,140 | $4.11M | 0.15% | −5,547−7.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 69,533 | $4.13M | 0.80% | −582−0.8% | Reduced |
| Peapack Gladstone Financial Corp | 69,595 | $4.13M | 0.06% | −1,165−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 70,539 | $4.19M | 0.08% | −926−1.3% | Reduced |
| Abner Herrman & Brock LLC | 71,350 | $4.24M | 0.54% | +71,350 | New |
| Gotham Asset Management, LLC | 71,349 | $4.24M | 0.05% | +22,396+45.8% | Added |
| Empower Advisory Group, LLC | 71,386 | $4.24M | 0.02% | +5,815+8.9% | Added |
| CMT Capital Markets Trading GmbH | 71,684 | $4.26M | 1.21% | +71,684 | New |
| AIA Group Ltd | 71,699 | $4.26M | 0.12% | +1,807+2.6% | Added |
| Plato Investment Management Ltd | 72,446 | $4.30M | 0.40% | +6,956+10.6% | Added |
| Thompson Siegel & Walmsley LLC | 72,634 | $4.31M | 0.07% | −2,852−3.8% | Reduced |
| Lighthouse Investment Partners, LLC | 72,708 | $4.32M | 0.24% | +72,708 | New |
| DRW Securities, LLC | 72,875 | $4.33M | 0.27% | +72,875 | New |
| Central Pacific Bank - Trust Division | 73,295 | $4.35M | 0.52% | −6,080−7.7% | Reduced |
| Greenleaf Trust | 73,967 | $4.39M | 0.04% | +5,697+8.3% | Added |
| Semmax Financial Advisors Inc. | 82,660 | $4.40M | 1.32% | +4,416+5.6% | Added |
| HighMark Wealth Management LLC | 74,785 | $4.44M | 2.67% | +100.0% | Added |
| Summit Trail Advisors, LLC | 74,786 | $4.44M | 0.12% | +19,790+36.0% | Added |
| Weik Capital Management | 74,798 | $4.44M | 1.90% | −2,600−3.4% | Reduced |
| Synovus Financial Corp | 74,923 | $4.45M | 0.06% | +2,013+2.8% | Added |
| Catalyst Funds Management Pty Ltd | 75,500 | $4.48M | 1.20% | +50,000+196.1% | Added |
| Daymark Wealth Partners, LLC | 75,647 | $4.49M | 0.21% | +3,391+4.7% | Added |
| Morningstar Investment Management LLC | 76,128 | $4.52M | 0.47% | −21,673−22.2% | Reduced |
| Apollon Wealth Management, LLC | 76,145 | $4.52M | 0.14% | +4,655+6.5% | Added |
| Compagnie Lombard Odier SCmA | 76,410 | $4.54M | 0.08% | −6,600−8.0% | Reduced |
| Pearl River Capital, LLC | 76,731 | $4.56M | 0.72% | +42,364+123.3% | Added |
| NJ State Employees Deferred Compensation Plan | 77,000 | $4.57M | 0.57% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 77,359 | $4.59M | 0.21% | −4,935−6.0% | Reduced |
| Farther Finance Advisors, LLC | 76,866 | $4.66M | 0.23% | +63,454+473.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 79,371 | $4.71M | 0.19% | −3,617−4.4% | Reduced |
| Twin Capital Management Inc | 80,543 | $4.78M | 0.56% | +1,084+1.4% | Added |
| NWK Group, Inc. | 80,703 | $4.79M | 2.01% | +80,703 | New |
| Kingsview Wealth Management, LLC | 81,433 | $4.84M | 0.11% | +1,272+1.6% | Added |
| Barr E S & Co | 81,994 | $4.87M | 0.32% | −2,313−2.7% | Reduced |
| CAPROCK Group, Inc. | 82,457 | $4.90M | 0.20% | +42,363+105.7% | Added |
| Longbow Finance SA | 82,926 | $4.92M | 0.51% | −4,643−5.3% | Reduced |
| Quantitative Investment Management, LLC | 83,202 | $4.94M | 0.54% | +83,202 | New |
| Merit Financial Group, LLC | 83,451 | $4.96M | 0.11% | +2,891+3.6% | Added |
| Qsemble Capital Management, LP | 83,540 | $4.96M | 0.94% | +29,760+55.3% | Added |
| Campbell & CO Investment Adviser LLC | 83,572 | $4.96M | 0.42% | +83,572 | New |
| Horizon Investments, LLC | 84,272 | $4.97M | 0.14% | −776−0.9% | Reduced |
| Vident Advisory, LLC | 84,075 | $4.99M | 0.14% | +47,128+127.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 84,275 | $5.01M | 0.51% | −3,463−3.9% | Reduced |
| King Luther Capital Management Corp | 84,480 | $5.02M | 0.02% | −21,325−20.2% | Reduced |
| Bahl & Gaynor Inc | 85,120 | $5.06M | 0.03% | −7,300−7.9% | Reduced |
| Alpha DNA Investment Management LLC | 85,157 | $5.06M | 2.87% | +42,910+101.6% | Added |
| Woodward Diversified Capital, LLC | 85,183 | $5.06M | 2.97% | 00.0% | Unchanged |
| Banco Santander, S.A. | 85,705 | $5.09M | 0.06% | +13,516+18.7% | Added |
| Argent Trust Co | 86,063 | $5.11M | 0.23% | +7,369+9.4% | Added |
| Wesleyan Assurance Society | 86,500 | $5.14M | 0.44% | 00.0% | Unchanged |
| Veriti Management LLC | 86,755 | $5.15M | 0.32% | +7,748+9.8% | Added |
| Mill Capital Management, LLC | 86,955 | $5.16M | 0.43% | −1,213−1.4% | Reduced |
| Richard Bernstein Advisors LLC | 87,213 | $5.18M | 0.11% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 87,791 | $5.21M | 1.38% | +87,791 | New |
| Gifford Fong Associates | 88,052 | $5.23M | 1.39% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 88,384 | $5.25M | 0.07% | −3,298−3.6% | Reduced |
| Tiaa Trust, National Association | 88,394 | $5.25M | 0.02% | −2,121−2.3% | Reduced |
| Mission Wealth Management, LP | 88,468 | $5.25M | 0.14% | −28,250−24.2% | Reduced |
| Lockheed Martin Investment Management Co | 88,500 | $5.26M | 0.30% | +88,500 | New |
| Stephens Inc | 88,980 | $5.28M | 0.08% | −6,838−7.1% | Reduced |
| Assenagon Asset Management S.A. | 88,985 | $5.28M | 0.01% | +231+0.3% | Added |
| Dorchester Wealth Management Co | 89,123 | $5.29M | 1.02% | −7,660−7.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 89,400 | $5.31M | 0.05% | −40,074−31.0% | Reduced |
| Brookmont Capital Management | 89,852 | $5.34M | 2.92% | −2,524−2.7% | Reduced |
| Clayton Partners LLC | 89,893 | $5.34M | 4.29% | −905−1.0% | Reduced |
| Elgethun Capital Management | 90,015 | $5.35M | 1.35% | −1,625−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 90,428 | $5.37M | 0.09% | +2,722+3.1% | Added |
| Savant Capital, LLC | 90,683 | $5.39M | 0.05% | −69−0.1% | Reduced |