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; 2,883 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
- 2,264
- +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
- 793 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| JDM Financial Group LLC | 465 | $27.6K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 470 | $27.9K | 0.01% | +3+0.6% | Added |
| Byrne Asset Management LLC | 490 | $28.1K | 0.02% | +50+11.4% | Added |
| Cedar Mountain Advisors, LLC | 476 | $28.3K | 0.01% | −149−23.8% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 477 | $28.3K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 477 | $28.3K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 485 | $28.8K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $29.7K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 500 | $29.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 501 | $29.8K | 0.01% | +305+155.6% | Added |
| RE Dickinson Investment Advisors, LLC | 520 | $30.9K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 523 | $31.1K | 0.00% | −256−32.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 534 | $31.7K | 0.02% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 553 | $32.8K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 561 | $33.3K | 0.02% | −3,205−85.1% | Reduced |
| Caitlin John, LLC | 566 | $33.6K | 0.02% | −305−35.0% | Reduced |
| MidAtlantic Capital Management, Inc. | 599 | $35.6K | 0.03% | −469−43.9% | Reduced |
| Aristotle Capital Management, LLC | 600 | $35.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 600 | $35.6K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 686 | $35.7K | 0.01% | +54+8.5% | Added |
| Newbridge Financial Services Group, Inc. | 605 | $35.9K | 0.01% | +57+10.4% | Added |
| Fortis Group Advisors, LLC | 620 | $36.8K | 0.01% | −4,269−87.3% | Reduced |
| Park Place Capital Corp | 625 | $37.1K | 0.01% | +148+31.0% | Added |
| Valued Wealth Advisors LLC | 630 | $37.4K | 0.03% | +220+53.7% | Added |
| Wetzel Investment Advisors, Inc. | 660 | $38.3K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 646 | $38.4K | 0.03% | +565+697.5% | Added |
| Mascoma Wealth Management LLC | 681 | $40.4K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 700 | $41.6K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 705 | $41.9K | 0.02% | +705 | New |
| Financial Management Professionals, Inc. | 729 | $43.0K | 0.01% | −116−13.7% | Reduced |
| Hoese & Co LLP | 724 | $43.4K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 735 | $43.6K | 0.00% | +165+28.9% | Added |
| BFSG, LLC | 770 | $45.7K | 0.01% | +1+0.1% | Added |
| Transcendent Capital Group LLC | 778 | $46.2K | 0.03% | +123+18.8% | Added |
| Fairscale Capital, LLC | 780 | $47.0K | 0.04% | +780 | New |
| Advantage Trust Co | 800 | $47.5K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 804 | $47.8K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 818 | $48.6K | 0.02% | −165−16.8% | Reduced |
| Pittenger & Anderson Inc | 831 | $49.4K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 843 | $50.0K | 0.01% | +1+0.1% | Added |
| Signature Resources Capital Management, LLC | 851 | $50.5K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 865 | $51.3K | 0.00% | +305+54.5% | Added |
| Tortoise Investment Management, LLC | 880 | $52.3K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 890 | $52.9K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 900 | $53.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 896 | $53.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 897 | $53.3K | 0.00% | +34+3.9% | Added |
| Central Bank & Trust Co | 899 | $53.4K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 900 | $53.5K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 921 | $54.7K | 0.00% | −7,505−89.1% | Reduced |
| Paladin Advisory Group, LLC | 958 | $58.0K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 979 | $58.1K | 0.01% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 980 | $58.2K | 0.01% | +980 | New |
| Keener Financial Planning LLC | 1,000 | $59.0K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 995 | $59.1K | 0.04% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 1,000 | $59.4K | 0.01% | −472,307−99.8% | Reduced |
| Clean Yield Group | 1,000 | $59.4K | 0.02% | −1,000−50.0% | Reduced |
| Westport Asset Management Inc | 1,000 | $59.4K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,000 | $59.4K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,000 | $59.4K | 0.02% | +1,000 | New |
| Triad Wealth Partners, LLC | 1,003 | $59.6K | 0.03% | +1,003 | New |
| Financial Perspectives, Inc | 1,011 | $60.1K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,030 | $61.2K | 0.02% | +24+2.4% | Added |
| Atticus Wealth Management, LLC | 1,050 | $62.4K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,060 | $63.0K | 0.02% | +2+0.2% | Added |
| Motco | 1,082 | $64.3K | 0.00% | +1,000+1,219.5% | Added |
| Redwood Wealth Management Group, LLC | 1,090 | $64.8K | 0.05% | +1,090 | New |
| Spotlight Asset Group, Inc. | 1,091 | $64.8K | 0.05% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,094 | $65.0K | 0.01% | +6+0.6% | Added |
| Covestor Ltd | 1,130 | $67.0K | 0.04% | −514−31.3% | Reduced |
| City Holding Co | 1,160 | $68.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,167 | $69.0K | 0.00% | +24+2.1% | Added |
| Old Point Trust & Financial Services N A | 1,183 | $70.3K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,191 | $70.7K | 0.04% | −174−12.7% | Reduced |
| McIlrath & Eck, LLC | 1,194 | $70.9K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,195 | $71.0K | 0.04% | +618+107.1% | Added |
| Avalon Trust Co | 1,200 | $71.3K | 0.01% | −68−5.4% | Reduced |
| Mendota Financial Group, LLC | 1,206 | $71.6K | 0.04% | −398−24.8% | Reduced |
| WFA Asset Management Corp | 1,218 | $72.3K | 0.04% | +5+0.4% | Added |
| Bank of New Hampshire | 1,220 | $72.5K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,225 | $72.8K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,229 | $73.0K | 0.03% | −266−17.8% | Reduced |
| Ramirez Asset Management, Inc. | 1,244 | $73.9K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,260 | $74.8K | 0.05% | −95−7.0% | Reduced |
| Optimum Investment Advisors | 1,276 | $75.8K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,279 | $75.9K | 0.03% | +1+0.1% | Added |
| Union Savings Bank | 1,293 | $76.8K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,317 | $78.2K | 0.01% | +1+0.1% | Added |
| Kessler Investment Group, LLC | 1,328 | $78.9K | 0.04% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,344 | $79.8K | 0.04% | −720−34.9% | Reduced |
| Family CFO Inc | 1,347 | $80.0K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,400 | $83.1K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,425 | $84.6K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,429 | $84.9K | 0.01% | +360+33.7% | Added |
| Atlantic Trust, LLC | 1,431 | $85.0K | 0.02% | −186−11.5% | Reduced |
| Ulland Investment Advisors, LLC | 1,435 | $85.0K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,457 | $86.5K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,460 | $86.7K | 0.08% | +1,460 | New |
| Carmichael Hill & Associates, Inc. | 1,484 | $88.2K | 0.04% | −1,037−41.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,495 | $88.8K | 0.03% | +1,495 | New |