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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 1,515 | $90.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,529 | $90.8K | 0.02% | −57−3.6% | Reduced |
| RFP Financial Group LLC | 1,574 | $93.5K | 0.03% | +1,134+257.7% | Added |
| Bay Harbor Wealth Management, LLC | 1,577 | $93.7K | 0.03% | +27+1.7% | Added |
| Heritage Wealth Advisors | 1,606 | $95.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,607 | $95.4K | 0.08% | +63+4.1% | Added |
| Macroview Investment Management LLC | 1,635 | $97.1K | 0.10% | +135+9.0% | Added |
| Eagle Bay Advisors LLC | 1,650 | $98.0K | 0.06% | −1,310−44.3% | Reduced |
| Rogco, LP | 1,665 | $98.9K | 0.04% | 00.0% | Unchanged |
| Abound Wealth Management | 1,684 | $100.0K | 0.04% | +7+0.4% | Added |
| Key Financial Inc | 1,686 | $100.1K | 0.02% | +209+14.2% | Added |
| Widmann Financial Services, Inc. | 1,703 | $101.1K | 0.08% | +1,703 | New |
| First Community Trust NA | 1,704 | $101.2K | 0.09% | +437+34.5% | Added |
| Riverview Trust Co | 1,710 | $101.6K | 0.10% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,714 | $101.8K | 0.04% | 00.0% | Unchanged |
| Nixon Capital, LLC | 1,720 | $102.2K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,767 | $104.9K | 0.03% | +263+17.5% | Added |
| Quarry LP | 1,768 | $105.0K | 0.04% | +1,768 | New |
| American National Bank | 1,773 | $105.3K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 1,809 | $107.4K | 0.05% | +1,809 | New |
| Winch Advisory Services, LLC | 1,838 | $109.1K | 0.03% | +10+0.5% | Added |
| WR Wealth Planners, LLC | 1,867 | $110.9K | 0.03% | +344+22.6% | Added |
| Centerpoint Advisors, LLC | 1,863 | $111.0K | 0.04% | −161−8.0% | Reduced |
| AlphaCentric Advisors LLC | 1,883 | $111.8K | 0.08% | −63−3.2% | Reduced |
| Tyler-Stone Wealth Management | 1,898 | $112.7K | 0.05% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $113.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,903 | $113.0K | 0.02% | −79−4.0% | Reduced |
| Glen Eagle Advisors, LLC | 1,908 | $113.3K | 0.02% | −432−18.5% | Reduced |
| Northwest Capital Management Inc | 1,908 | $113.3K | 0.04% | −29,787−94.0% | Reduced |
| Carolinas Wealth Consulting LLC | 1,934 | $114.8K | 0.02% | −6−0.3% | Reduced |
| Armstrong Advisory Group, Inc | 1,983 | $117.8K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,000 | $118.8K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 2,000 | $118.8K | 0.03% | +1,000+100.0% | Added |
| Activest Wealth Management | 2,012 | $119.5K | 0.04% | +1,200+147.8% | Added |
| Global Financial Private Client, LLC | 2,021 | $120.0K | 0.05% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,036 | $120.9K | 0.10% | 00.0% | Unchanged |
| Bank & Trust Co | 2,037 | $121.0K | 0.10% | +2,037 | New |
| BOK Financial Private Wealth, Inc. | 2,040 | $121.2K | 0.01% | 00.0% | Unchanged |
| Trust Co | 2,087 | $123.9K | 0.02% | −250−10.7% | Reduced |
| Colonial Trust Co | 2,139 | $127.0K | 0.02% | −822−27.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,150 | $127.7K | 0.03% | +3+0.1% | Added |
| PSI Advisors, LLC | 2,183 | $129.6K | 0.04% | −177−7.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $130.3K | 0.05% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,200 | $130.7K | 0.07% | +400+22.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,253 | $133.0K | 0.04% | −701−23.7% | Reduced |
| Y.D. More Investments Ltd | 2,255 | $133.9K | 0.01% | +1,916+565.2% | Added |
| Venturi Wealth Management, LLC | 2,278 | $135.3K | 0.01% | +1,542+209.5% | Added |
| Ostrum Asset Management | 2,300 | $136.6K | 0.01% | −180−7.3% | Reduced |
| Community Bank, N.A. | 2,312 | $137.3K | 0.02% | −1,813−44.0% | Reduced |
| American Capital Advisory, LLC | 2,846 | $140.1K | 0.10% | +10+0.4% | Added |
| First United Bank Trust | 2,484 | $147.5K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 2,583 | $153.4K | 0.07% | −31−1.2% | Reduced |
| Pathway Financial Advisers, LLC | 2,597 | $154.2K | 0.06% | +10.0% | Added |
| Missouri Trust & Investment Co | 2,605 | $154.7K | 0.06% | 00.0% | Unchanged |
| New Millennium Group LLC | 2,612 | $155.1K | 0.10% | +2,612 | New |
| Rosenberg Matthew Hamilton | 2,573 | $155.9K | 0.05% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2,715 | $161.2K | 0.03% | +400+17.3% | Added |
| ORG Partners LLC | 2,690 | $161.9K | 0.02% | +2,474+1,145.4% | Added |
| Clear Investment Research, LLC | 2,734 | $162.4K | 0.21% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,793 | $165.9K | 0.04% | −120−4.1% | Reduced |
| Powell Investment Advisors, LLC | 2,817 | $167.3K | 0.09% | −352−11.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,950 | $175.2K | 0.07% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,973 | $176.5K | 0.02% | −148−4.7% | Reduced |
| SOA Wealth Advisors, LLC. | 2,978 | $176.9K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,014 | $179.0K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,128 | $185.8K | 0.04% | −545−14.8% | Reduced |
| Capital Analysts, LLC | 3,121 | $186.0K | 0.01% | +404+14.9% | Added |
| Hillsdale Investment Management Inc. | 3,150 | $187.1K | 0.01% | −100−3.1% | Reduced |
| West Financial Advisors, LLC | 3,242 | $192.5K | 0.04% | −797−19.7% | Reduced |
| Capital Advisors, Ltd. LLC | 3,327 | $198.0K | 0.03% | +307+10.2% | Added |
| Bangor Savings Bank | 3,340 | $198.4K | 0.02% | −10−0.3% | Reduced |
| Hall Laurie J Trustee | 3,347 | $199.0K | 0.07% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 3,365 | $199.8K | 0.02% | +2,625+354.7% | Added |
| Northwest Investment Counselors, LLC | 3,371 | $200.2K | 0.05% | −750−18.2% | Reduced |
| City State Bank | 3,379 | $200.7K | 0.08% | −250−6.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,386 | $201.1K | 0.00% | −1,338−28.3% | Reduced |
| Pacific Sage Partners, LLC | 3,388 | $201.2K | 0.05% | +3,388 | New |
| New Jersey Better Educational Savings Trust | 3,398 | $201.8K | 0.40% | −4,003−54.1% | Reduced |
| SFE Investment Counsel | 3,399 | $201.9K | 0.04% | +3,399 | New |
| Claret Asset Management Corp | 3,402 | $202.0K | 0.04% | +3,402 | New |
| Spectrum Planning & Advisory Services Inc. | 3,529 | $202.6K | 0.20% | +3,529 | New |
| Capital Advisors Wealth Management, LLC | 3,418 | $203.0K | 0.04% | +3,418 | New |
| Juncture Wealth Strategies, LLC | 3,430 | $203.7K | 0.09% | +3,430 | New |
| Lion Street Advisors, LLC | 3,438 | $204.2K | 0.08% | +3,438 | New |
| Geller Advisors LLC | 3,450 | $204.9K | 0.02% | +3,450 | New |
| Cherry Tree Wealth Management, LLC | 3,459 | $205.4K | 0.05% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,463 | $205.7K | 0.07% | 00.0% | Unchanged |
| Sprinkle Financial Consultants LLC | 3,473 | $206.3K | 0.16% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,474 | $206.3K | 0.05% | +1,173+51.0% | Added |
| Trust Co of Virginia | 3,476 | $206.4K | 0.02% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 3,476 | $206.4K | 0.06% | +2+0.1% | Added |
| Principal Street Partners, LLC | 3,478 | $206.6K | 0.04% | 00.0% | Unchanged |
| Northstar Group, Inc. | 3,479 | $206.6K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,482 | $206.8K | 0.06% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,492 | $207.4K | 0.06% | +3,492 | New |
| SRS Capital Advisors, Inc. | 3,499 | $207.8K | 0.02% | +916+35.5% | Added |
| Deltec Asset Management LLC | 3,500 | $207.9K | 0.04% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 3,501 | $207.9K | 0.06% | +3,501 | New |
| AJOVista, LLC | 3,509 | $208.4K | 0.60% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 3,510 | $208.4K | 0.02% | −33−0.9% | Reduced |