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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 6,936 | $412.0K | 0.06% | −37,632−84.4% | Reduced |
| Alera Investment Advisors, LLC | 6,940 | $412.2K | 0.05% | +6,940 | New |
| Schulhoff & Co Inc | 6,974 | $414.2K | 0.19% | +20.0% | Added |
| New Wave Wealth Advisors LLC | 6,975 | $414.2K | 0.22% | +6,975 | New |
| Washington Trust Advisors, Inc. | 6,984 | $414.8K | 0.04% | −250−3.5% | Reduced |
| Westhampton Capital, LLC | 6,990 | $415.1K | 0.23% | 00.0% | Unchanged |
| Kearns & Associates LLC | 7,000 | $415.7K | 0.31% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,006 | $416.1K | 0.09% | +341+5.1% | Added |
| Oxford Financial Group Ltd | 7,010 | $416.3K | 0.03% | +1,895+37.0% | Added |
| Steel Peak Wealth Management LLC | 7,012 | $416.4K | 0.02% | −10,602−60.2% | Reduced |
| Kathleen S. Wright Associates Inc. | 7,075 | $417.2K | 0.19% | −19−0.3% | Reduced |
| BancorpSouth Bank | 7,053 | $418.9K | 0.03% | −30−0.4% | Reduced |
| Sequent Asset Management, LLC | 7,073 | $420.1K | 0.21% | +7,073 | New |
| Wealth Management Partners, LLC | 7,073 | $420.1K | 0.20% | +7,073 | New |
| John W. Brooker & Co., CPAs | 7,075 | $420.2K | 0.21% | +171+2.5% | Added |
| Global Assets Advisory, LLC | 7,076 | $420.2K | 0.67% | −38,436−84.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,089 | $421.0K | 0.04% | −201−2.8% | Reduced |
| Simmons Bank | 7,101 | $421.7K | 0.03% | −410−5.5% | Reduced |
| S.A. Mason LLC | 7,103 | $421.8K | 0.24% | 00.0% | Unchanged |
| New Hampshire Trust | 7,105 | $422.0K | 0.10% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 7,126 | $423.2K | 0.30% | +884+14.2% | Added |
| Waddell & Associates, LLC | 7,142 | $424.2K | 0.06% | +598+9.1% | Added |
| Summit Asset Management, LLC | 7,150 | $424.6K | 0.09% | +350+5.1% | Added |
| Concord Wealth Partners | 7,165 | $425.5K | 0.08% | −2,609−26.7% | Reduced |
| Patten & Patten Inc | 7,189 | $427.0K | 0.03% | +1,000+16.2% | Added |
| Piscataqua Savings Bank | 7,215 | $428.4K | 0.38% | −38−0.5% | Reduced |
| Alpha Family Trust | 7,220 | $428.8K | 0.25% | 00.0% | Unchanged |
| Addison Capital Co | 7,225 | $429.1K | 0.19% | +1,441+24.9% | Added |
| Cornerstone Advisory, LLC | 7,245 | $430.3K | 0.06% | +31+0.4% | Added |
| Lynch & Associates | 7,253 | $430.8K | 0.10% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 7,257 | $431.0K | 0.02% | −1,775−19.7% | Reduced |
| Weaver Consulting Group | 7,258 | $431.1K | 0.15% | −1,320−15.4% | Reduced |
| UMA Financial Services, Inc. | 7,159 | $431.3K | 0.08% | +30.0% | Added |
| Brown, Lisle/Cummings, Inc. | 7,262 | $431.3K | 0.14% | +3,210+79.2% | Added |
| United Advisor Group, LLC | 7,280 | $432.4K | 0.13% | +7,280 | New |
| First National Bank & Trust Co of Newtown | 7,288 | $432.8K | 0.09% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,295 | $433.3K | 0.07% | −5,232−41.8% | Reduced |
| Cowa, LLC | 7,300 | $433.5K | 0.23% | −100−1.4% | Reduced |
| Guardian Wealth Advisors, LLC | 7,308 | $434.0K | 0.05% | −16−0.2% | Reduced |
| CTC LLC | 7,314 | $434.4K | 0.03% | +7,314 | New |
| Delta Investment Management, LLC | 7,320 | $434.7K | 0.10% | 00.0% | Unchanged |
| Heritage Trust Co | 7,322 | $434.9K | 0.06% | +100+1.4% | Added |
| Pacifica Capital Investments, LLC | 7,335 | $436.0K | 0.16% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 7,350 | $436.5K | 0.19% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 7,350 | $436.5K | 0.13% | +378+5.4% | Added |
| TCTC Holdings, LLC | 7,353 | $436.7K | 0.02% | +18+0.2% | Added |
| ERn Financial, LLC | 7,362 | $437.3K | 0.07% | +612+9.1% | Added |
| Moss Adams Wealth Advisors LLC | 7,364 | $437.3K | 0.06% | +1,830+33.1% | Added |
| Stratos Wealth Advisors, LLC | 7,365 | $437.4K | 0.02% | −384−5.0% | Reduced |
| Intelligence Driven Advisers, LLC | 7,385 | $438.6K | 0.06% | +7,385 | New |
| Bridge Creek Capital Management LLC | 7,400 | $439.5K | 0.14% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 7,401 | $439.5K | 0.11% | +467+6.7% | Added |
| Confluence Wealth Services, Inc. | 7,403 | $439.6K | 0.04% | −10−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 7,440 | $441.9K | 0.02% | +1,413+23.4% | Added |
| Ambassador Advisors, LLC | 7,485 | $444.5K | 0.08% | −234−3.0% | Reduced |
| Keel Point, LLC | 8,409 | $444.6K | 0.04% | +1,731+25.9% | Added |
| Integrity Financial Corp | 7,498 | $445.3K | 0.28% | +7,498 | New |
| Thrive Wealth Management, LLC | 7,499 | $445.4K | 0.09% | −119−1.6% | Reduced |
| Bristlecone Advisors, LLC | 7,550 | $448.4K | 0.04% | −648−7.9% | Reduced |
| Ullmann Financial Group, Inc. | 7,582 | $450.3K | 0.06% | −7−0.1% | Reduced |
| Vicus Capital | 7,630 | $453.2K | 0.04% | +1,039+15.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,639 | $453.7K | 0.17% | +144+1.9% | Added |
| Van Strum & Towne Inc. | 7,639 | $453.7K | 0.16% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 7,661 | $455.0K | 0.33% | −964−11.2% | Reduced |
| Ghe, LLC | 7,703 | $457.0K | 0.18% | −30−0.4% | Reduced |
| MCF Advisors LLC | 7,701 | $457.4K | 0.03% | −224−2.8% | Reduced |
| Cambridge Advisors Inc. | 7,714 | $458.1K | 0.11% | +852+12.4% | Added |
| AlphaCore Capital LLC | 7,753 | $460.4K | 0.11% | −76−1.0% | Reduced |
| Financial Insights, Inc. | 7,753 | $460.5K | 0.13% | +4,078+111.0% | Added |
| Proficio Capital Partners LLC | 7,760 | $460.9K | 0.05% | +501+6.9% | Added |
| Doliver Advisors, LP | 7,770 | $461.5K | 0.13% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 7,783 | $462.2K | 0.13% | +127+1.7% | Added |
| Sky Investment Group LLC | 7,785 | $462.4K | 0.09% | −10−0.1% | Reduced |
| McCarthy Asset Management, Inc. | 7,800 | $463.3K | 0.27% | −1,720−18.1% | Reduced |
| Weil Company, Inc. | 7,809 | $463.8K | 0.17% | −14−0.2% | Reduced |
| STAR Financial Bank | 7,839 | $465.6K | 0.36% | −418−5.1% | Reduced |
| Campion Asset Management LLC | 7,855 | $466.5K | 0.37% | −150−1.9% | Reduced |
| Old North State Trust, LLC | 7,934 | $471.0K | 0.41% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 7,950 | $472.2K | 0.17% | +4,322+119.1% | Added |
| Well Done, LLC | 7,958 | $472.6K | 0.10% | +658+9.0% | Added |
| First Trust Investment Solutions L.P. | 7,974 | $473.6K | 0.07% | +976+13.9% | Added |
| Sivia Capital Partners, LLC | 7,974 | $473.6K | 0.32% | −2,330−22.6% | Reduced |
| Lakeside Advisors, INC. | 8,006 | $475.5K | 0.31% | −194−2.4% | Reduced |
| Field & Main Bank | 8,010 | $475.6K | 0.18% | +1,128+16.4% | Added |
| BancFirst Trust & Investment Management | 8,285 | $475.7K | 0.22% | +309+3.9% | Added |
| Titleist Asset Management, LLC | 8,020 | $476.3K | 0.07% | +146+1.9% | Added |
| Destination Wealth Management | 8,021 | $476.4K | 0.02% | +8,021 | New |
| Lauterbach Financial Advisors, LLC | 8,947 | $476.5K | 0.31% | +52+0.6% | Added |
| Old West Investment Management, LLC | 8,037 | $477.3K | 0.21% | +8,037 | New |
| Resonant Capital Advisors, LLC | 8,060 | $478.7K | 0.04% | +1,669+26.1% | Added |
| Monetary Management Group Inc | 8,065 | $479.0K | 0.13% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 8,110 | $481.7K | 0.06% | +16+0.2% | Added |
| Beta Wealth Group, Inc. | 8,116 | $482.0K | 0.23% | −12−0.1% | Reduced |
| LRI Investments, LLC | 8,122 | $482.4K | 0.05% | +3,437+73.4% | Added |
| Berger Financial Group, Inc | 8,130 | $482.8K | 0.04% | +716+9.7% | Added |
| Cutler Investment Counsel LLC | 8,136 | $483.2K | 0.07% | 00.0% | Unchanged |
| Everpar Advisors LLC | 8,144 | $483.7K | 0.24% | +536+7.0% | Added |
| Intrust Bank NA | 8,208 | $487.5K | 0.05% | −323−3.8% | Reduced |
| Wealth Architects, LLC | 8,253 | $490.1K | 0.06% | −31−0.4% | Reduced |
| Fairview Capital Investment Management, LLC | 8,255 | $490.3K | 0.03% | −850−9.3% | Reduced |