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 |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 4,121 | $244.7K | 0.14% | −713−14.7% | Reduced |
| Capital Management Associates, Inc | 4,121 | $244.8K | 0.15% | +4,121 | New |
| Cravens & Co Advisors, LLC | 4,125 | $245.0K | 0.18% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 4,141 | $245.9K | 0.01% | 00.0% | Unchanged |
| Tillman Hartley LLC | 4,147 | $246.3K | 0.08% | 00.0% | Unchanged |
| Arden Trust Co | 4,155 | $246.8K | 0.03% | 00.0% | Unchanged |
| Gould Asset Management LLC | 4,157 | $246.9K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 4,158 | $246.9K | 0.04% | −1,512−26.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 4,168 | $247.5K | 0.06% | 00.0% | Unchanged |
| Concentrum Wealth Management | 4,184 | $248.5K | 0.10% | −87−2.0% | Reduced |
| HC Advisors, LLC | 4,193 | $249.0K | 0.23% | −190−4.3% | Reduced |
| James Hambro & Partners | 4,194 | $249.1K | 0.01% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,195 | $249.1K | 0.05% | −225−5.1% | Reduced |
| Ellis Investment Partners, LLC | 4,208 | $249.9K | 0.05% | +4,208 | New |
| IFG Advisors, LLC | 4,209 | $250.0K | 0.06% | 00.0% | Unchanged |
| DeepCurrents Investment Group LLC | 4,223 | $250.8K | 0.01% | −2,958−41.2% | Reduced |
| Trustmark National Bank Trust Department | 4,226 | $251.0K | 0.02% | −1,581−27.2% | Reduced |
| Mirador Capital Partners LP | 4,226 | $251.0K | 0.05% | −157−3.6% | Reduced |
| Fermata Advisors, LLC | 4,229 | $251.2K | 0.06% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 4,231 | $251.3K | 0.07% | +23+0.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,236 | $251.6K | 0.13% | +13+0.3% | Added |
| WealthTrust Axiom LLC | 4,237 | $251.6K | 0.08% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4,238 | $251.7K | 0.07% | +13+0.3% | Added |
| Arista Wealth Management, LLC | 4,243 | $252.0K | 0.07% | +4,243 | New |
| Wealth Group, Ltd. | 4,238 | $252.0K | 0.18% | −68−1.6% | Reduced |
| Builder Investment Group Inc | 4,251 | $252.5K | 0.07% | +10.0% | Added |
| Romano Brothers and Company | 4,253 | $252.6K | 0.03% | −100−2.3% | Reduced |
| Investment House LLC | 4,254 | $252.6K | 0.01% | +200+4.9% | Added |
| Ellenbecker Investment Group | 4,254 | $252.7K | 0.05% | −322−7.0% | Reduced |
| First American Bank | 4,255 | $252.7K | 0.02% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 4,260 | $253.0K | 0.09% | +16+0.4% | Added |
| Chesapeake Wealth Management | 4,266 | $253.4K | 0.09% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 4,267 | $253.4K | 0.11% | +4,267 | New |
| BCJ Capital Management, LLC | 4,277 | $254.0K | 0.02% | +4,277 | New |
| BlackDiamond Wealth Management Inc. | 4,818 | $254.2K | 0.17% | +4,818 | New |
| First Citizens Financial Corp | 4,299 | $255.3K | 0.15% | −120−2.7% | Reduced |
| Northeast Financial Consultants Inc | 4,300 | $255.4K | 0.01% | −300−6.5% | Reduced |
| Levin Capital Strategies, L.P. | 4,300 | $255.4K | 0.03% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,330 | $257.2K | 0.01% | +4,330 | New |
| Stockman Wealth Management, Inc. | 4,338 | $257.6K | 0.05% | −526−10.8% | Reduced |
| Samalin Investment Counsel, LLC | 4,364 | $259.2K | 0.12% | +19+0.4% | Added |
| Bill Few Associates, Inc. | 4,370 | $259.5K | 0.10% | −288−6.2% | Reduced |
| New Covenant Trust Company, N.A. | 4,387 | $259.8K | 0.30% | −249−5.4% | Reduced |
| Asset Dedication, LLC | 4,376 | $259.9K | 0.02% | +324+8.0% | Added |
| Capital Square, LLC | 4,398 | $260.1K | 0.17% | −2,000−31.3% | Reduced |
| Factorial Partners, LLC | 4,400 | $261.3K | 0.16% | −42,000−90.5% | Reduced |
| Prairiewood Capital, LLC | 4,400 | $261.3K | 0.12% | +4,400 | New |
| TCI Wealth Advisors, Inc. | 4,402 | $261.4K | 0.02% | +160+3.8% | Added |
| J. Safra Sarasin Holding AG | 4,419 | $262.4K | 0.00% | +4,419 | New |
| Laraway Financial Inc | 4,428 | $263.0K | 0.22% | +10.0% | Added |
| Affinity Capital Advisors, LLC | 4,432 | $263.2K | 0.06% | +10.0% | Added |
| Abacus Planning Group, Inc. | 4,433 | $263.2K | 0.05% | +383+9.5% | Added |
| Holistic Planning, LLC | 4,543 | $263.3K | 0.20% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 4,489 | $266.6K | 0.09% | +4,489 | New |
| Ewa, LLC | 4,485 | $267.6K | 0.11% | +862+23.8% | Added |
| Annex Advisory Services, LLC | 4,546 | $270.0K | 0.01% | −596−11.6% | Reduced |
| Advisor OS, LLC | 4,547 | $270.1K | 0.03% | +138+3.1% | Added |
| Wealth Alliance Advisory Group, LLC | 4,556 | $270.6K | 0.06% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 4,560 | $270.8K | 0.19% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,578 | $271.9K | 0.01% | +4,578 | New |
| Harel Insurance Investments & Financial Services Ltd. | 4,739 | $272.0K | 0.01% | +4,562+2,577.4% | Added |
| First Western Trust Bank | 4,590 | $272.6K | 0.01% | +237+5.4% | Added |
| Saxon Interests, Inc. | 4,592 | $272.7K | 0.13% | −333−6.8% | Reduced |
| Community Trust & Investment Co | 4,619 | $274.3K | 0.02% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 4,642 | $275.7K | 0.11% | +4,642 | New |
| Octavia Wealth Advisors, LLC | 4,643 | $275.7K | 0.04% | +71+1.6% | Added |
| GW&K Investment Management, LLC | 4,644 | $276.0K | 0.00% | −1,738−27.2% | Reduced |
| Alternative Investment Advisors, LLC. | 4,646 | $276.0K | 0.16% | −399−7.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,674 | $277.6K | 0.05% | +107+2.3% | Added |
| First Command Advisory Services, Inc. | 4,676 | $277.7K | 0.00% | −76−1.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,683 | $278.1K | 0.14% | −394−7.8% | Reduced |
| Buckhead Capital Management LLC | 4,689 | $278.5K | 0.09% | +225+5.0% | Added |
| Redhawk Wealth Advisors, Inc. | 4,709 | $279.7K | 0.04% | −530−10.1% | Reduced |
| O'Rourke & Company, Inc | 4,720 | $280.0K | 0.16% | +3+0.1% | Added |
| Talisman Wealth Advisors LLC | 4,717 | $280.2K | 0.32% | +50+1.1% | Added |
| Heartwood Wealth Advisors LLC | 4,718 | $280.2K | 0.03% | +1,235+35.5% | Added |
| Marino, Stram & Associates LLC | 4,739 | $281.4K | 0.07% | −233−4.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,748 | $282.0K | 0.09% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 4,750 | $282.1K | 0.19% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 4,759 | $282.6K | 0.08% | −190−3.8% | Reduced |
| Hayek Kallen Investment Management | 4,760 | $283.0K | 0.11% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 4,777 | $283.7K | 0.01% | +20.0% | Added |
| Rational Advisors LLC | 4,797 | $284.9K | 0.03% | +3,023+170.4% | Added |
| Axq Capital, LP | 4,799 | $285.0K | 0.07% | +4,799 | New |
| Wealth Management Associates, Inc. | 4,807 | $285.5K | 0.13% | 00.0% | Unchanged |
| Girard Partners Ltd. | 4,810 | $285.7K | 0.03% | −51−1.0% | Reduced |
| Connecticut Wealth Management, LLC | 4,817 | $286.1K | 0.01% | +4,817 | New |
| Waypoint Capital Advisors, LLC | 4,833 | $287.1K | 0.07% | +398+9.0% | Added |
| MBL Wealth, LLC | 4,836 | $287.2K | 0.03% | +112+2.4% | Added |
| Vaughan David Investments LLC | 4,845 | $288.0K | 0.01% | 00.0% | Unchanged |
| Forte Capital LLC | 4,853 | $288.2K | 0.03% | −200−4.0% | Reduced |
| Guardian Wealth Management, Inc. | 4,854 | $288.3K | 0.22% | −370−7.1% | Reduced |
| Salomon & Ludwin, LLC | 4,857 | $288.5K | 0.03% | −324−6.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,860 | $288.7K | 0.07% | +8+0.2% | Added |
| SYSTM Wealth Solutions LLC | 4,874 | $289.5K | 0.06% | −26,859−84.6% | Reduced |
| Green Square Capital Advisors LLC | 4,884 | $290.1K | 0.04% | −2,518−34.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,897 | $290.3K | 0.06% | +625+11.9% | Added |
| Penserra Capital Management LLC | 4,897 | $291.0K | 0.00% | −796−14.0% | Reduced |
| Brave Asset Management Inc | 4,905 | $291.3K | 0.07% | +4,905 | New |
| Walker Asset Management, LLC | 4,908 | $291.5K | 0.20% | +25+0.5% | Added |