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 |
|---|---|---|---|---|---|
| Check Capital Management Inc | 4,913 | $291.8K | 0.02% | −150−3.0% | Reduced |
| Successful Portfolios LLC | 4,915 | $291.9K | 0.20% | −1,349−21.5% | Reduced |
| Sachetta, LLC | 4,867 | $292.1K | 0.13% | +213+4.6% | Added |
| Prelude Capital Management, LLC | 4,923 | $292.4K | 0.02% | +860+21.2% | Added |
| Willner & Heller, LLC | 4,937 | $293.2K | 0.28% | +29+0.6% | Added |
| Baron Wealth Management LLC | 4,940 | $293.4K | 0.15% | −567−10.3% | Reduced |
| Founders Capital Management | 4,942 | $293.5K | 0.19% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,947 | $293.8K | 0.02% | −946−16.1% | Reduced |
| GFS Advisors, LLC | 400 | $294.0K | 0.05% | −4,548−91.9% | Reduced |
| WoodTrust Financial Corp | 4,947 | $294.0K | 0.05% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,949 | $294.0K | 0.02% | +4,949 | New |
| Leo Wealth, LLC | 4,915 | $294.1K | 0.03% | +168+3.5% | Added |
| CBOE Vest Financial, LLC | 4,977 | $295.6K | 0.01% | −93−1.8% | Reduced |
| Concord Asset Management, LLC | 4,988 | $296.2K | 0.07% | +658+15.2% | Added |
| Quantum Financial Advisors, LLC | 4,992 | $296.5K | 0.05% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4,993 | $296.5K | 0.04% | +349+7.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,926 | $296.7K | 0.00% | 00.0% | Unchanged |
| Puzo Michael J | 5,000 | $296.9K | 0.08% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 5,000 | $296.9K | 0.09% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,000 | $296.9K | 0.13% | 00.0% | Unchanged |
| Verity & Verity, LLC | 5,001 | $297.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,007 | $297.4K | 0.03% | +373+8.0% | Added |
| Howe & Rusling Inc | 5,029 | $298.7K | 0.03% | −310−5.8% | Reduced |
| Larson Financial Group LLC | 5,032 | $298.8K | 0.02% | +3,305+191.4% | Added |
| Mokosak Advisory Group, LLC | 5,041 | $299.4K | 0.10% | +26+0.5% | Added |
| AXS Investments LLC | 5,052 | $300.0K | 0.08% | −1,289−20.3% | Reduced |
| Birch Hill Investment Advisors LLC | 5,079 | $301.6K | 0.01% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 5,108 | $303.4K | 0.08% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,110 | $303.5K | 0.02% | −127−2.4% | Reduced |
| CVA Family Office, LLC | 5,113 | $303.7K | 0.05% | +29+0.6% | Added |
| Burt Wealth Advisors | 5,117 | $303.9K | 0.08% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 5,123 | $304.3K | 0.07% | −200−3.8% | Reduced |
| Mayflower Financial Advisors, LLC | 5,132 | $304.8K | 0.05% | +661+14.8% | Added |
| Chapin Davis, Inc. | 5,133 | $304.9K | 0.10% | −27−0.5% | Reduced |
| Pegasus Partners Ltd. | 5,154 | $306.1K | 0.03% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 5,172 | $307.2K | 0.08% | +272+5.6% | Added |
| Pine Valley Investments Ltd Liability Co | 5,187 | $308.0K | 0.02% | +10.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 5,188 | $308.1K | 0.07% | +927+21.8% | Added |
| MKT Advisors LLC | 5,149 | $308.3K | 0.15% | +8+0.2% | Added |
| Denver Wealth Management, Inc. | 5,210 | $309.4K | 0.15% | −210−3.9% | Reduced |
| Boston Mountain Money Management Inc | 5,210 | $309.4K | 0.20% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 5,222 | $310.1K | 0.21% | −1,143−18.0% | Reduced |
| Beach Investment Counsel Inc | 5,233 | $311.0K | 0.04% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,244 | $311.4K | 0.20% | +73+1.4% | Added |
| Guyasuta Investment Advisors Inc | 6,331 | $311.6K | 0.02% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 5,268 | $312.9K | 0.05% | 00.0% | Unchanged |
| Coastline Trust Co | 5,272 | $313.1K | 0.04% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,299 | $314.8K | 0.01% | −19,213−78.4% | Reduced |
| Constitution Capital LLC | 5,300 | $314.8K | 0.17% | 00.0% | Unchanged |
| Raelipskie Partnership | 5,300 | $314.8K | 0.17% | 00.0% | Unchanged |
| CKW Financial Group | 5,200 | $315.0K | 0.04% | −1,200−18.8% | Reduced |
| Jacobsen Capital Management | 5,310 | $315.4K | 0.14% | +389+7.9% | Added |
| New Republic Capital, LLC | 5,316 | $315.7K | 0.16% | +195+3.8% | Added |
| Duncker Streett & Co Inc | 5,318 | $315.8K | 0.06% | −124−2.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,320 | $316.0K | 0.19% | −340−6.0% | Reduced |
| Oakworth Capital, Inc. | 5,332 | $316.7K | 0.02% | −3,511−39.7% | Reduced |
| Security National Bank of So Dak | 5,357 | $318.2K | 0.19% | 00.0% | Unchanged |
| Aviso Financial Inc. | 5,358 | $318.2K | 0.02% | +5,358 | New |
| FinTrust Capital Advisors, LLC | 5,362 | $318.4K | 0.06% | +622+13.1% | Added |
| Alaethes Wealth LLC | 5,363 | $318.5K | 0.13% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 5,370 | $318.9K | 0.06% | +5,370 | New |
| Optas, LLC | 5,376 | $319.3K | 0.08% | +466+9.5% | Added |
| Magnus Financial Group LLC | 5,377 | $319.4K | 0.04% | +161+3.1% | Added |
| Inscription Capital, LLC | 5,390 | $320.1K | 0.05% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 5,394 | $320.4K | 0.14% | +10.0% | Added |
| Mosaic Family Wealth Partners, LLC | 5,395 | $320.4K | 0.05% | +78+1.5% | Added |
| Bruce G. Allen Investments, LLC | 5,401 | $320.8K | 0.27% | +296+5.8% | Added |
| HHM Wealth Advisors, LLC | 5,404 | $320.9K | 0.05% | −241−4.3% | Reduced |
| Ibex Wealth Advisors | 5,410 | $321.3K | 0.05% | +5,410 | New |
| Charter Trust Co | 5,412 | $321.4K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,425 | $322.2K | 0.16% | −195−3.5% | Reduced |
| Howard Capital Management Group, LLC | 5,450 | $323.7K | 0.02% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 5,457 | $324.1K | 0.35% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 5,470 | $324.9K | 0.15% | +28+0.5% | Added |
| China Universal Asset Management Co., Ltd. | 5,484 | $325.7K | 0.05% | −1,808−24.8% | Reduced |
| Advisory Alpha, LLC | 5,490 | $326.1K | 0.01% | +270+5.2% | Added |
| Legacy Private Trust Co. | 5,505 | $326.9K | 0.02% | +300+5.8% | Added |
| Crewe Advisors LLC | 5,517 | $327.7K | 0.04% | +306+5.9% | Added |
| Icapital Wealth LLC | 5,530 | $328.4K | 0.18% | −1,970−26.3% | Reduced |
| Pensionmark Financial Group, LLC | 5,531 | $328.5K | 0.02% | +5,531 | New |
| Red Door Wealth Management, LLC | 5,549 | $329.6K | 0.06% | −1,086−16.4% | Reduced |
| Smith, Moore & Co. | 5,562 | $330.3K | 0.03% | −965−14.8% | Reduced |
| JJJ Advisors Inc. | 5,585 | $331.7K | 0.07% | +101+1.8% | Added |
| Detalus Advisors, LLC | 5,600 | $332.6K | 0.11% | 00.0% | Unchanged |
| McAdam, LLC | 5,609 | $333.1K | 0.02% | +178+3.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,614 | $333.4K | 0.08% | −275−4.7% | Reduced |
| Five Oceans Advisors | 5,619 | $333.7K | 0.17% | +1,216+27.6% | Added |
| APCM Wealth Management for Individuals | 5,629 | $334.3K | 0.05% | −417−6.9% | Reduced |
| Advus Financial Partners, LLC | 5,637 | $334.8K | 0.10% | +197+3.6% | Added |
| G2 Capital Management, LLC | 5,647 | $335.4K | 0.10% | 00.0% | Unchanged |
| Bank of Hawaii | 5,651 | $335.6K | 0.02% | +908+19.1% | Added |
| Cascade Financial Partners, LLC | 5,663 | $336.3K | 0.04% | −1,000−15.0% | Reduced |
| Summit Global Investments | 5,713 | $339.0K | 0.02% | −112−1.9% | Reduced |
| Narwhal Capital Management | 5,710 | $339.1K | 0.03% | −58−1.0% | Reduced |
| GYL Financial Synergies, LLC | 5,719 | $339.6K | 0.03% | −1,478−20.5% | Reduced |
| Slagle Financial, LLC | 5,731 | $340.4K | 0.17% | −39,131−87.2% | Reduced |
| Visionary Wealth Advisors | 5,745 | $341.2K | 0.02% | −669−10.4% | Reduced |
| Parsons Capital Management Inc | 5,754 | $341.7K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,753 | $342.0K | 0.02% | −75−1.3% | Reduced |
| Indiana Trust & Investment Management CO | 5,780 | $343.3K | 0.13% | +765+15.3% | Added |