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 |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 5,781 | $343.3K | 0.11% | +11+0.2% | Added |
| Callan Capital, LLC | 5,804 | $344.7K | 0.03% | +342+6.3% | Added |
| Zullo Investment Group, Inc. | 5,804 | $344.8K | 0.15% | −4−0.1% | Reduced |
| Blue Barn Wealth, LLC | 5,812 | $345.2K | 0.19% | +315+5.7% | Added |
| Ballast, Inc. | 5,813 | $345.2K | 0.11% | +123+2.2% | Added |
| Wayfinding Financial, LLC | 5,826 | $346.0K | 0.19% | −413−6.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 5,972 | $347.6K | 0.28% | +660+12.4% | Added |
| Arcataur Capital Management LLC | 5,854 | $347.7K | 0.12% | −60−1.0% | Reduced |
| Cornerstone Wealth Group, LLC | 5,881 | $349.3K | 0.03% | +842+16.7% | Added |
| Investment Advisory Group, LLC | 5,883 | $349.4K | 0.14% | +21+0.4% | Added |
| Fortitude Family Office, LLC | 5,897 | $350.2K | 0.20% | +203+3.6% | Added |
| Pioneer Trust Bank N A | 5,900 | $350.4K | 0.09% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5,925 | $351.9K | 0.03% | 00.0% | Unchanged |
| Encompass More Asset Management | 5,936 | $352.5K | 0.25% | +512+9.4% | Added |
| Oliver Luxxe Assets LLC | 5,941 | $352.8K | 0.07% | +39+0.7% | Added |
| SPC Financial, Inc. | 5,957 | $353.8K | 0.03% | +10.0% | Added |
| LongView Wealth Management | 5,981 | $355.2K | 0.13% | +5,981 | New |
| Stiles Financial Services Inc | 5,986 | $355.5K | 0.14% | −567−8.7% | Reduced |
| Arrow Financial Corp | 5,993 | $355.9K | 0.03% | −280−4.5% | Reduced |
| Burton Enright Welch | 5,996 | $356.1K | 0.08% | −155−2.5% | Reduced |
| Kesler, Norman & Wride, LLC | 5,997 | $356.1K | 0.08% | +19+0.3% | Added |
| Fenimore Asset Management Inc | 6,000 | $356.3K | 0.01% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 6,000 | $356.3K | 0.30% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,936 | $357.1K | 0.06% | +5,936 | New |
| Relyea Zuckerberg Hanson LLC | 6,014 | $357.2K | 0.06% | +165+2.8% | Added |
| Narus Financial Partners, LLC | 6,024 | $357.8K | 0.14% | +851+16.5% | Added |
| Candriam Luxembourg S.C.A. | 6,032 | $358.2K | 0.00% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 6,041 | $358.8K | 0.30% | +20.0% | Added |
| SeaBridge Investment Advisors LLC | 6,045 | $359.0K | 0.09% | 00.0% | Unchanged |
| Family Firm, Inc. | 6,064 | $360.2K | 0.08% | −82−1.3% | Reduced |
| Lakeridge Wealth Management LLC | 6,079 | $361.1K | 0.22% | +6,079 | New |
| Verus Capital Partners, LLC | 6,080 | $361.1K | 0.04% | +1,207+24.8% | Added |
| Silverlake Wealth Management LLC | 6,093 | $361.9K | 0.15% | +513+9.2% | Added |
| CoreFirst Bank & Trust | 6,125 | $363.8K | 0.24% | −70−1.1% | Reduced |
| M3 Advisory Group, LLC | 6,128 | $364.0K | 0.30% | +200+3.4% | Added |
| Index Fund Advisors, Inc. | 6,186 | $367.4K | 0.02% | +6,186 | New |
| Epiq Partners, LLC | 6,190 | $367.6K | 0.25% | 00.0% | Unchanged |
| Camden National Bank | 6,194 | $367.9K | 0.06% | +6,194 | New |
| Wealthstream Advisors, Inc. | 6,196 | $368.0K | 0.13% | +96+1.6% | Added |
| Allen Capital Group, LLC | 6,200 | $368.2K | 0.05% | +133+2.2% | Added |
| Nichols & Pratt Advisers LLP | 6,200 | $368.2K | 0.02% | −900−12.7% | Reduced |
| Heritage Investment Group, Inc. | 6,205 | $369.0K | 0.08% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,226 | $369.8K | 0.03% | −98,933−94.1% | Reduced |
| Legacy Bridge, LLC | 6,229 | $369.9K | 0.22% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 6,241 | $370.7K | 0.11% | −24−0.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,245 | $370.9K | 0.19% | −145−2.3% | Reduced |
| Seven Mile Advisory | 6,268 | $372.3K | 0.27% | +68+1.1% | Added |
| First Financial Corp | 6,286 | $373.3K | 0.19% | 00.0% | Unchanged |
| Dempze Nancy E | 6,302 | $374.3K | 0.26% | +6,302 | New |
| CFO4Life Group, LLC | 6,344 | $376.8K | 0.07% | +1,002+18.8% | Added |
| Financial Advocates Investment Management | 6,347 | $376.9K | 0.02% | +408+6.9% | Added |
| Change Path, LLC | 6,352 | $377.0K | 0.02% | −2,926−31.5% | Reduced |
| AA Financial Advisors, LLC | 6,365 | $378.0K | 0.13% | −155−2.4% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,370 | $378.3K | 0.09% | +1,186+22.9% | Added |
| TBH Global Asset Management, LLC | 6,382 | $379.0K | 0.08% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6,407 | $380.5K | 0.17% | −164−2.5% | Reduced |
| Fruth Investment Management | 6,418 | $381.0K | 0.10% | −100−1.5% | Reduced |
| Flputnam Investment Management Co | 6,435 | $382.2K | 0.01% | +613+10.5% | Added |
| Traphagen Investment Advisors LLC | 6,437 | $382.3K | 0.04% | +517+8.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,445 | $382.8K | 0.15% | −106−1.6% | Reduced |
| Sweet Financial Partners, LLC | 6,452 | $383.2K | 0.09% | −197−3.0% | Reduced |
| Ausdal Financial Partners, Inc. | 6,458 | $383.6K | 0.04% | −367−5.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,470 | $384.3K | 0.01% | +6,470 | New |
| Sound Income Strategies, LLC | 6,476 | $384.6K | 0.02% | +91+1.4% | Added |
| Occidental Asset Management, LLC | 6,481 | $384.9K | 0.07% | +1,011+18.5% | Added |
| Ayrshire Capital Management LLC | 6,500 | $386.0K | 0.20% | +700+12.1% | Added |
| Crown Wealth Group, LLC | 6,514 | $386.9K | 0.19% | −680−9.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 6,517 | $387.0K | 0.07% | +6,517 | New |
| Baldwin Brothers Inc | 6,526 | $387.6K | 0.03% | −174−2.6% | Reduced |
| E&G Advisors, LP | 6,534 | $388.1K | 0.11% | +472+7.8% | Added |
| BNC Wealth Management, LLC | 6,558 | $389.5K | 0.14% | +10.0% | Added |
| WealthShield Partners, LLC | 6,595 | $391.7K | 0.06% | −145−2.2% | Reduced |
| Sunflower Bank, N.A. | 6,595 | $391.7K | 0.09% | +434+7.0% | Added |
| TradeLink Capital LLC | 6,600 | $392.0K | 1.13% | +6,600 | New |
| Transamerica Financial Advisors, Inc. | 6,604 | $393.0K | 0.04% | 00.0% | Unchanged |
| Great Waters Wealth Management | 6,652 | $395.1K | 0.06% | +6,652 | New |
| ERTS Wealth Advisors, LLC | 6,660 | $395.5K | 0.08% | −13−0.2% | Reduced |
| Zions Bancorporation, N.A. | 6,666 | $395.9K | 0.03% | −3,068−31.5% | Reduced |
| Atlas Brown,Inc. | 6,673 | $396.3K | 0.14% | +495+8.0% | Added |
| Canopy Partners, LLC | 6,692 | $397.4K | 0.18% | +190+2.9% | Added |
| Cassaday & Co Wealth Management LLC | 6,699 | $397.9K | 0.01% | −6,535−49.4% | Reduced |
| Wagner Wealth Management, LLC | 6,715 | $398.8K | 0.12% | −15−0.2% | Reduced |
| Sand Hill Global Advisors, LLC | 6,718 | $399.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6,722 | $399.2K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6,725 | $399.4K | 0.14% | +196+3.0% | Added |
| Drexel Morgan & Co. | 6,747 | $400.7K | 0.09% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 6,749 | $400.8K | 0.07% | +1,039+18.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 7,048 | $401.8K | 0.01% | +3,405+93.5% | Added |
| Evolution Advisers, Inc. | 6,783 | $402.0K | 0.23% | −28−0.4% | Reduced |
| Diversified, LLC | 6,778 | $402.5K | 0.05% | +758+12.6% | Added |
| Modern Wealth Management, LLC | 6,779 | $402.7K | 0.03% | +2,154+46.6% | Added |
| Belmont Capital, LLC | 6,790 | $403.2K | 0.08% | +2,085+44.3% | Added |
| Means Investment Co., Inc. | 6,793 | $403.4K | 0.05% | +730+12.0% | Added |
| LBMC Investment Advisors, LLC | 6,797 | $403.7K | 0.03% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 6,811 | $404.5K | 0.19% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 6,834 | $405.9K | 0.16% | −84−1.2% | Reduced |
| Ssi Investment Management LLC | 6,878 | $408.5K | 0.03% | −8−0.1% | Reduced |
| Fortem Financial Group, LLC | 6,900 | $409.8K | 0.18% | −187−2.6% | Reduced |
| Bouchey Financial Group Ltd | 6,916 | $410.0K | 0.04% | +30.0% | Added |
| West Oak Capital, LLC | 6,925 | $411.3K | 0.17% | +550+8.6% | Added |