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 |
|---|---|---|---|---|---|
| Cohen Klingenstein LLC | 90,900 | $5.40M | 0.20% | 00.0% | Unchanged |
| Continental Advisors LLC | 90,906 | $5.40M | 4.17% | 00.0% | Unchanged |
| Hancock Whitney Corp | 91,264 | $5.42M | 0.18% | +80,854+776.7% | Added |
| Tokio Marine Asset Management Co Ltd | 91,806 | $5.45M | 0.26% | +1,246+1.4% | Added |
| Callan Family Office, LLC | 92,002 | $5.46M | 1.05% | +537+0.6% | Added |
| Bell & Brown Wealth Advisors, LLC | 92,710 | $5.51M | 2.40% | +20,944+29.2% | Added |
| Concentric Wealth Management, LLC | 92,753 | $5.51M | 1.44% | +1,027+1.1% | Added |
| Madison Asset Management, LLC | 92,759 | $5.51M | 0.07% | −1,998−2.1% | Reduced |
| Siemens Fonds Invest GmbH | 93,197 | $5.53M | 0.41% | −165−0.2% | Reduced |
| Principal Securities, Inc. | 93,410 | $5.55M | 0.15% | +9,240+11.0% | Added |
| AE Wealth Management LLC | 93,970 | $5.58M | 0.06% | +13,241+16.4% | Added |
| Simplicity Wealth,LLC | 94,143 | $5.59M | 0.13% | +10,793+12.9% | Added |
| Winslow Asset Management Inc | 94,179 | $5.59M | 1.10% | −1,612−1.7% | Reduced |
| Western Financial Corp | 94,903 | $5.64M | 3.40% | +4,026+4.4% | Added |
| Ameritas Investment Partners, Inc. | 95,240 | $5.66M | 0.19% | −1,491−1.5% | Reduced |
| Leuthold Group, LLC | 95,501 | $5.67M | 0.66% | +95,501 | New |
| Kestra Private Wealth Services, LLC | 96,761 | $5.75M | 0.12% | +2,016+2.1% | Added |
| Harvest Portfolios Group Inc. | 96,825 | $5.75M | 0.22% | +1,070+1.1% | Added |
| Clearstead Advisors, LLC | 97,538 | $5.79M | 0.10% | +50,681+108.2% | Added |
| Symmetry Investments LP | 97,660 | $5.80M | 0.73% | +97,660 | New |
| PFG Advisors | 98,225 | $5.83M | 0.39% | −645−0.7% | Reduced |
| Laurion Capital Management LP | 98,231 | $5.83M | 0.19% | +98,231 | New |
| Cloverfields Capital Group, LP | 99,711 | $5.92M | 2.00% | −460−0.5% | Reduced |
| Bard Financial Services, Inc. | 100,160 | $5.95M | 0.62% | −3,950−3.8% | Reduced |
| Verition Fund Management LLC | 100,265 | $5.95M | 0.05% | +23,706+31.0% | Added |
| Hutchinson Capital Management | 100,630 | $5.98M | 1.22% | −264−0.3% | Reduced |
| Robinson Value Management, Ltd. | 101,069 | $6.00M | 4.18% | −1,815−1.8% | Reduced |
| Wolverine Trading, LLC | 101,121 | $6.01M | 0.10% | +82,804+452.1% | Added |
| TD Private Client Wealth LLC | 101,269 | $6.01M | 0.19% | −6,085−5.7% | Reduced |
| Intech Investment Management LLC | 101,487 | $6.03M | 0.07% | −22,580−18.2% | Reduced |
| Atria Wealth Solutions, Inc. | 101,567 | $6.03M | 0.07% | −8,662−7.9% | Reduced |
| United Services Automobile Association | 101,703 | $6.04M | 0.15% | −4,283−4.0% | Reduced |
| Umb Bank N A | 101,713 | $6.04M | 0.10% | +58,388+134.8% | Added |
| Long Focus Capital Management, LLC | 103,000 | $6.12M | 0.63% | 00.0% | Unchanged |
| Unison Asset Management LLC | 103,403 | $6.14M | 3.11% | +735+0.7% | Added |
| Whittier Trust Co | 103,498 | $6.15M | 0.09% | −2,321−2.2% | Reduced |
| Advisory Services Network, LLC | 103,578 | $6.15M | 0.13% | +2,507+2.5% | Added |
| First National Bank of Omaha | 104,416 | $6.20M | 0.41% | +24,400+30.5% | Added |
| Atom Investors LP | 105,187 | $6.25M | 0.62% | +68,356+185.6% | Added |
| Transform Wealth, LLC | 105,269 | $6.25M | 0.47% | +98,907+1,554.7% | Added |
| California First Leasing Corp | 106,400 | $6.32M | 2.83% | 00.0% | Unchanged |
| NBW Capital LLC | 106,461 | $6.32M | 1.25% | −2,224−2.0% | Reduced |
| TD Waterhouse Canada Inc. | 106,459 | $6.46M | 0.06% | +1,337+1.3% | Added |
| Beacon Financial Group | 109,105 | $6.48M | 0.74% | −4,055−3.6% | Reduced |
| Rathbone Brothers plc | 109,885 | $6.53M | 0.04% | +1,762+1.6% | Added |
| Ashton Thomas Private Wealth, LLC | 110,941 | $6.59M | 0.36% | +80.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 110,947 | $6.59M | 0.17% | −3,251−2.8% | Reduced |
| DCM Advisors, LLC | 111,284 | $6.61M | 3.49% | −15,282−12.1% | Reduced |
| MAI Capital Management | 112,141 | $6.66M | 0.07% | +3,348+3.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 112,448 | $6.68M | 0.45% | −6,317−5.3% | Reduced |
| SpiderRock Advisors, LLC | 112,806 | $6.70M | 0.18% | −23,674−17.3% | Reduced |
| Park Avenue Securities LLC | 113,489 | $6.74M | 0.08% | +41,752+58.2% | Added |
| Chartwell Investment Partners, LLC | 114,112 | $6.78M | 0.24% | −7,133−5.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 115,121 | $6.84M | 0.03% | +4,665+4.2% | Added |
| Prospera Financial Services Inc | 115,578 | $6.86M | 0.19% | +8,017+7.5% | Added |
| Wittenberg Investment Management, Inc. | 115,697 | $6.87M | 2.34% | −52,180−31.1% | Reduced |
| Nomura Holdings Inc | 116,164 | $6.90M | 0.04% | +100,004+618.8% | Added |
| RiverFront Investment Group, LLC | 116,630 | $6.93M | 0.18% | +116,630 | New |
| Ategra Capital Management, LLC | 116,957 | $6.95M | 5.95% | −100,256−46.2% | Reduced |
| Baxter Bros Inc | 118,236 | $7.02M | 0.92% | −661−0.6% | Reduced |
| tru Independence LLC | 118,670 | $7.05M | 2.13% | −7,800−6.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 118,977 | $7.07M | 0.07% | −2,376−2.0% | Reduced |
| iA Global Asset Management Inc. | 119,975 | $7.13M | 0.14% | +30,243+33.7% | Added |
| Point72 Hong Kong Ltd | 120,819 | $7.18M | 0.44% | +120,819 | New |
| Sicart Associates LLC | 120,825 | $7.18M | 2.75% | −3,450−2.8% | Reduced |
| Olstein Capital Management, L.P. | 121,000 | $7.19M | 1.28% | −9,000−6.9% | Reduced |
| Institutional & Family Asset Management, LLC | 121,274 | $7.20M | 1.10% | −4,239−3.4% | Reduced |
| Gibraltar Capital Management, Inc. | 122,727 | $7.29M | 3.30% | +1,652+1.4% | Added |
| Norinchukin Bank, The | 122,850 | $7.30M | 0.21% | −1,912−1.5% | Reduced |
| Salzhauer Michael | 123,033 | $7.31M | 5.90% | −5,800−4.5% | Reduced |
| Monte Financial Group, LLC | 124,707 | $7.41M | 3.27% | −15,895−11.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 125,168 | $7.43M | 0.87% | +1,479+1.2% | Added |
| Picton Mahoney Asset Management | 125,160 | $7.43M | 0.32% | −6,980−5.3% | Reduced |
| Sirios Capital Management L P | 125,815 | $7.47M | 1.30% | −1,693−1.3% | Reduced |
| Empirical Finance, LLC | 126,043 | $7.49M | 0.47% | −11,704−8.5% | Reduced |
| Uncommon Cents Investing LLC | 126,344 | $7.50M | 2.36% | −285−0.2% | Reduced |
| Lido Advisors, LLC | 127,358 | $7.56M | 0.06% | +9,430+8.0% | Added |
| Group One Trading, L.P. | 127,561 | $7.58M | 0.24% | +104,629+456.3% | Added |
| Sowell Financial Services LLC | 127,784 | $7.59M | 0.36% | −8,305−6.1% | Reduced |
| Hennessy Advisors Inc | 129,300 | $7.68M | 0.29% | −5,200−3.9% | Reduced |
| Hikari Power Ltd | 130,460 | $7.75M | 0.70% | 00.0% | Unchanged |
| Estabrook Capital Management | 130,760 | $7.77M | 1.20% | −3,457−2.6% | Reduced |
| Tufton Capital Management | 131,032 | $7.78M | 1.51% | −972−0.7% | Reduced |
| Toroso Investments, LLC | 132,867 | $7.89M | 0.11% | +44,804+50.9% | Added |
| Jones Financial Companies LLLP | 133,397 | $7.92M | 0.01% | +102,931+337.9% | Added |
| NEOS Investment Management LLC | 135,835 | $8.07M | 0.33% | +43,824+47.6% | Added |
| Highland Capital Management, LLC | 137,024 | $8.14M | 0.48% | −10,233−6.9% | Reduced |
| Tritonpoint Wealth, LLC | 137,701 | $8.18M | 0.79% | −2,325−1.7% | Reduced |
| NatWest Group plc | 138,498 | $8.23M | 2.81% | +138,498 | New |
| Raymond James Trust N.A. | 138,840 | $8.25M | 0.19% | −4,309−3.0% | Reduced |
| Brinker Capital Investments, LLC | 139,034 | $8.26M | 0.09% | +4,907+3.7% | Added |
| Orion Portfolio Solutions, LLC | 139,034 | $8.26M | 0.09% | +4,907+3.7% | Added |
| Swiss Life Asset Management Ltd | 140,296 | $8.33M | 0.10% | +41,098+41.4% | Added |
| Empowered Funds, LLC | 140,706 | $8.36M | 0.14% | +15,987+12.8% | Added |
| Vinva Investment Management Ltd | 145,656 | $8.36M | 0.43% | +25,788+21.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 141,177 | $8.38M | 0.20% | +19,851+16.4% | Added |
| Dorsey & Whitney Trust CO LLC | 141,371 | $8.40M | 0.58% | −4,349−3.0% | Reduced |
| Allianz SE | 142,177 | $8.44M | 0.25% | −225−0.2% | Reduced |
| Meritage Portfolio Management | 142,312 | $8.45M | 0.53% | −1,859−1.3% | Reduced |
| Chesley Taft & Associates LLC | 142,473 | $8.46M | 0.42% | +9,883+7.5% | Added |