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 |
|---|---|---|---|---|---|
| Cedar Point Capital Partners, LLC | 3,510 | $208.5K | 0.16% | −54−1.5% | Reduced |
| IFG Advisory, LLC | 3,511 | $208.5K | 0.01% | +3,511 | New |
| McKinley Carter Wealth Services, Inc. | 3,516 | $208.8K | 0.01% | +21+0.6% | Added |
| Buttonwood Financial Advisors Inc. | 3,518 | $208.9K | 0.10% | −10.0% | Reduced |
| Convergence Financial, LLC | 3,518 | $208.9K | 0.06% | +3,518 | New |
| DT Investment Partners, LLC | 3,524 | $209.3K | 0.02% | +1,584+81.6% | Added |
| Emergent Wealth Advisors, LLC | 3,442 | $209.5K | 0.17% | +3,442 | New |
| Oxbow Advisors, LLC | 3,533 | $209.8K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,533 | $209.8K | 0.03% | 00.0% | Unchanged |
| Wealthquest Corp | 3,548 | $210.7K | 0.02% | −61−1.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,550 | $210.8K | 0.14% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 3,551 | $210.9K | 0.14% | −30−0.8% | Reduced |
| Cable Hill Partners, LLC | 3,566 | $211.8K | 0.02% | +3,566 | New |
| First American Trust, FSB | 3,568 | $211.9K | 0.02% | +3,568 | New |
| Copperleaf Capital, LLC | 3,579 | $212.6K | 0.17% | −191−5.1% | Reduced |
| Financial Management Network Inc | 3,579 | $213.4K | 0.05% | −149−4.0% | Reduced |
| Hantz Financial Services, Inc. | 3,599 | $214.0K | 0.00% | −53−1.5% | Reduced |
| Florida Financial Advisors, LLC | 3,621 | $215.1K | 0.13% | +3,621 | New |
| Seed Wealth Management, Inc. | 3,643 | $216.4K | 0.19% | 00.0% | Unchanged |
| Novare Capital Management LLC | 3,649 | $216.7K | 0.02% | +3,649 | New |
| Outlook Wealth Advisors, LLC | 3,649 | $216.7K | 0.10% | +7+0.2% | Added |
| Stokes Family Office, LLC | 3,654 | $217.0K | 0.03% | +3,654 | New |
| Endowment Wealth Management, Inc. | 3,666 | $217.7K | 0.16% | +66+1.8% | Added |
| Zhang Financial LLC | 3,674 | $218.2K | 0.02% | +3,674 | New |
| WSFS Capital Management, LLC | 3,675 | $218.3K | 0.01% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 3,680 | $218.5K | 0.11% | +10.0% | Added |
| Affiance Financial, LLC | 3,683 | $218.7K | 0.06% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,684 | $218.8K | 0.18% | −29−0.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,687 | $219.0K | 0.11% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,688 | $219.0K | 0.04% | −13,607−78.7% | Reduced |
| Centennial Bank | 3,694 | $219.2K | 0.11% | −295−7.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,700 | $219.7K | 0.05% | 00.0% | Unchanged |
| Boston Family Office LLC | 3,698 | $220.0K | 0.02% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 3,732 | $221.6K | 0.16% | +3,732 | New |
| Rise Advisors, LLC | 3,745 | $222.4K | 0.12% | +22+0.6% | Added |
| WMS Partners, LLC | 3,753 | $222.9K | 0.01% | +3,753 | New |
| Balentine LLC | 3,756 | $223.1K | 0.01% | −20,099−84.3% | Reduced |
| Heritage Wealth Management, Inc. | 3,745 | $223.3K | 0.07% | +3,745 | New |
| HRC Wealth Management, LLC | 3,766 | $223.7K | 0.15% | +10+0.3% | Added |
| Brio Consultants, LLC | 3,769 | $223.9K | 0.04% | 00.0% | Unchanged |
| Maia Wealth LLC | 3,889 | $224.5K | 0.07% | +3,889 | New |
| Invenio Wealth Partners LLC | 3,783 | $224.7K | 0.11% | −284−7.0% | Reduced |
| Winton Group Ltd | 3,787 | $224.9K | 0.02% | +3,787 | New |
| First Foundation Advisors | 3,797 | $225.5K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 3,800 | $225.7K | 0.22% | +3,800 | New |
| Mill Creek Capital Advisors, LLC | 3,816 | $226.6K | 0.01% | +3,816 | New |
| Tompkins Financial Corp | 3,820 | $226.9K | 0.02% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 3,826 | $227.2K | 0.06% | 00.0% | Unchanged |
| Petix & Botte Co | 3,828 | $227.3K | 0.06% | +3,828 | New |
| Pinnacle Holdings, LLC | 3,838 | $227.9K | 0.09% | −295−7.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,839 | $228.0K | 0.07% | −811−17.4% | Reduced |
| Hara Capital LLC | 3,846 | $228.4K | 0.15% | −49−1.3% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,817 | $228.5K | 0.18% | +3+0.1% | Added |
| Power Wealth Management LLC | 3,855 | $228.9K | 0.11% | +193+5.3% | Added |
| Black Diamond Financial, LLC | 3,855 | $229.0K | 0.04% | +3,855 | New |
| Nations Financial Group Inc, | 3,856 | $229.1K | 0.02% | −2,258−36.9% | Reduced |
| First Pacific Financial | 3,879 | $230.4K | 0.06% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 3,881 | $230.5K | 0.02% | +77+2.0% | Added |
| Cozad Asset Management Inc | 3,883 | $230.6K | 0.02% | +241+6.6% | Added |
| Wedgewood Investors Inc | 3,884 | $230.7K | 0.27% | +3,884 | New |
| X-Square Capital, LLC | 3,896 | $231.0K | 0.11% | −246−5.9% | Reduced |
| Goldstone Financial Group, LLC | 3,899 | $231.6K | 0.05% | +431+12.4% | Added |
| Peddock Capital Advisors, LLC | 3,905 | $231.9K | 0.06% | 00.0% | Unchanged |
| American Trust | 3,913 | $232.4K | 0.02% | +175+4.7% | Added |
| Powers Advisory Group, LLC | 3,917 | $232.6K | 0.13% | −565−12.6% | Reduced |
| 17 Capital Partners, LLC | 3,918 | $232.7K | 0.17% | −48−1.2% | Reduced |
| Blueshift Asset Management, LLC | 3,920 | $232.8K | 0.08% | +3,920 | New |
| FDx Advisors, Inc. | 3,921 | $233.0K | 0.06% | −19,884−83.5% | Reduced |
| Moloney Securities Asset Management, LLC | 3,923 | $233.0K | 0.03% | −122−3.0% | Reduced |
| First County Bank | 3,931 | $233.5K | 0.12% | −220−5.3% | Reduced |
| First Personal Financial Services | 3,933 | $233.6K | 0.05% | −361−8.4% | Reduced |
| Coyle Financial Counsel LLC | 4,038 | $234.0K | 0.08% | 00.0% | Unchanged |
| Consolidated Planning Corp | 3,942 | $234.1K | 0.04% | −926−19.0% | Reduced |
| Towerpoint Wealth, LLC | 3,946 | $234.4K | 0.12% | +385+10.8% | Added |
| M&R Capital Management Inc | 3,962 | $235.3K | 0.06% | +8+0.2% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 3,963 | $235.4K | 0.09% | −116−2.8% | Reduced |
| Monterey Private Wealth, Inc. | 3,969 | $235.7K | 0.09% | +3,969 | New |
| SignalPoint Asset Management, LLC | 3,974 | $236.0K | 0.06% | −59−1.5% | Reduced |
| Strategic Wealth Designers | 3,897 | $236.1K | 0.03% | +3,897 | New |
| Amarillo National Bank | 3,985 | $236.7K | 0.05% | −500−11.1% | Reduced |
| Evernest Financial Advisors, LLC | 3,987 | $236.8K | 0.11% | +3,987 | New |
| Warwick Investment Management, Inc. | 3,989 | $236.9K | 0.06% | −1,005−20.1% | Reduced |
| United Community Bank | 3,995 | $237.3K | 0.10% | −95−2.3% | Reduced |
| United Bank | 4,000 | $237.6K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,017 | $238.6K | 0.08% | 00.0% | Unchanged |
| Sym Financial Corp | 4,020 | $238.8K | 0.04% | +4,020 | New |
| Solidarilty Wealth, LLC | 4,023 | $238.9K | 0.07% | 00.0% | Unchanged |
| Woodstock Corp | 4,030 | $239.3K | 0.02% | −175−4.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,030 | $239.3K | 0.06% | +200+5.2% | Added |
| Boston Financial Mangement LLC | 4,042 | $240.1K | 0.01% | +289+7.7% | Added |
| Twin Focus Capital Partners, LLC | 4,047 | $240.4K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,058 | $241.0K | 0.05% | −119−2.8% | Reduced |
| Encompass Wealth Advisors, LLC | 4,060 | $241.1K | 0.06% | +7+0.2% | Added |
| Revolve Wealth Partners, LLC | 4,089 | $242.8K | 0.04% | +143+3.6% | Added |
| Keynote Financial Services LLC | 4,100 | $243.5K | 0.20% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,101 | $243.6K | 0.06% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 4,104 | $243.7K | 0.08% | +13+0.3% | Added |
| WealthPLAN Partners, LLC | 4,106 | $243.8K | 0.03% | −147−3.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,105 | $243.8K | 0.08% | +4,105 | New |
| Avaii Wealth Management, LLC | 4,114 | $244.4K | 0.14% | −569−12.2% | Reduced |