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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 8,262 | $490.7K | 0.05% | −424−4.9% | Reduced |
| Gratus Capital LLC | 8,278 | $491.6K | 0.02% | +1,356+19.6% | Added |
| Americana Partners, LLC | 8,287 | $492.2K | 0.04% | +286+3.6% | Added |
| Sippican Capital Advisors | 8,293 | $492.5K | 0.39% | 00.0% | Unchanged |
| Summit X, LLC | 8,531 | $498.6K | 0.11% | +4,640+119.2% | Added |
| Bryn Mawr Trust Co | 8,446 | $501.6K | 0.02% | +3,332+65.2% | Added |
| First National Bank | 8,506 | $505.2K | 0.37% | −50−0.6% | Reduced |
| Kathmere Capital Management, LLC | 8,508 | $505.3K | 0.05% | +592+7.5% | Added |
| Fort Point Capital Partners LLC | 8,534 | $506.8K | 0.07% | −150−1.7% | Reduced |
| Aull & Monroe Investment Management Corp | 8,544 | $507.4K | 0.25% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 8,564 | $508.6K | 0.01% | +1,321+18.2% | Added |
| Western Pacific Wealth Management, LP | 8,570 | $509.0K | 0.38% | −164−1.9% | Reduced |
| LVW Advisors, LLC | 8,649 | $513.7K | 0.08% | −561−6.1% | Reduced |
| Belpointe Asset Management LLC | 8,658 | $514.2K | 0.04% | −9,967−53.5% | Reduced |
| Summa Corp. | 8,700 | $516.7K | 0.25% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,701 | $516.8K | 0.08% | 00.0% | Unchanged |
| Bray Capital Advisors | 8,702 | $516.8K | 0.13% | +5+0.1% | Added |
| Davis R M Inc | 8,715 | $517.6K | 0.01% | 00.0% | Unchanged |
| Northeast Investment Management | 8,735 | $518.8K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 8,755 | $520.0K | 0.04% | +28+0.3% | Added |
| Advisors Management Group Inc | 8,753 | $520.0K | 0.13% | −457−5.0% | Reduced |
| Hudock, Inc. | 8,761 | $520.4K | 0.10% | +10.0% | Added |
| Front Street Capital Management, Inc. | 8,771 | $521.0K | 0.10% | −340−3.7% | Reduced |
| Hodges Capital Management Inc. | 8,775 | $521.1K | 0.03% | −500−5.4% | Reduced |
| Monticello Wealth Management, LLC | 8,782 | $521.6K | 0.05% | −199−2.2% | Reduced |
| Manchester Capital Management LLC | 8,788 | $521.9K | 0.06% | −452−4.9% | Reduced |
| Marietta Investment Partners LLC | 8,800 | $522.6K | 0.11% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 8,829 | $524.0K | 0.50% | +500+6.0% | Added |
| Tucker Asset Management LLC | 8,823 | $524.0K | 0.11% | −96−1.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,837 | $524.8K | 0.34% | −700−7.3% | Reduced |
| Carrera Capital Advisors | 8,839 | $524.9K | 0.17% | +8,839 | New |
| Northwest Bank & Trust Co | 8,844 | $525.2K | 0.44% | +7,559+588.2% | Added |
| SilverOak Wealth Management LLC | 8,901 | $528.6K | 0.13% | −794−8.2% | Reduced |
| Concentric Capital Strategies, LP | 8,907 | $529.0K | 0.03% | +8,907 | New |
| Walled Lake Planning & Wealth Management, LLC | 8,951 | $531.6K | 0.22% | +77+0.9% | Added |
| Texas Capital Bancshares Inc | 8,959 | $532.1K | 0.22% | −358−3.8% | Reduced |
| Cim Investment Mangement Inc | 8,976 | $533.1K | 0.16% | −53−0.6% | Reduced |
| Canandaigua National Bank & Trust Co | 9,002 | $534.6K | 0.06% | −992−9.9% | Reduced |
| WealthPlan Investment Management, LLC | 9,013 | $535.3K | 0.08% | +18+0.2% | Added |
| Triumph Capital Management | 9,029 | $536.2K | 0.21% | +41+0.5% | Added |
| Westover Capital Advisors, LLC | 9,047 | $537.3K | 0.14% | 00.0% | Unchanged |
| Tradewinds, LLC. | 9,077 | $539.1K | 0.17% | +9,077 | New |
| CIC Wealth, LLC | 9,135 | $542.5K | 0.15% | −1,209−11.7% | Reduced |
| Bailard, Inc. | 9,164 | $544.3K | 0.01% | +1,843+25.2% | Added |
| Altfest L J & Co Inc | 9,201 | $546.0K | 0.07% | +88+1.0% | Added |
| Royal Fund Management, LLC | 9,206 | $546.8K | 0.07% | −10−0.1% | Reduced |
| Cahill Financial Advisors Inc | 9,221 | $547.6K | 0.08% | +87+1.0% | Added |
| Koshinski Asset Management, Inc. | 9,192 | $550.4K | 0.05% | −771−7.7% | Reduced |
| Spinnaker Trust | 9,277 | $551.0K | 0.04% | +533+6.1% | Added |
| Financial Advisory Corp | 9,292 | $552.0K | 0.23% | −5,718−38.1% | Reduced |
| Harbor Investment Advisory, LLC | 9,307 | $552.8K | 0.06% | −24−0.3% | Reduced |
| South State Corp. | 9,311 | $553.0K | 0.04% | −832−8.2% | Reduced |
| Raleigh Capital Management Inc. | 9,313 | $553.1K | 0.24% | +1,082+13.1% | Added |
| Regatta Capital Group, LLC | 9,350 | $555.3K | 0.12% | −164−1.7% | Reduced |
| Main Street Financial Solutions, LLC | 9,364 | $556.1K | 0.05% | +2,301+32.6% | Added |
| Perennial Investment Advisors, LLC | 9,370 | $556.4K | 0.08% | −1,843−16.4% | Reduced |
| Biltmore Family Office, LLC | 9,386 | $557.4K | 0.10% | +682+7.8% | Added |
| PDS Planning, Inc | 9,387 | $557.5K | 0.06% | +1,005+12.0% | Added |
| Fundamentun, LLC | 9,391 | $557.7K | 0.05% | +165+1.8% | Added |
| Onefund, LLC | 9,420 | $559.5K | 0.61% | +158+1.7% | Added |
| Prentice Wealth Management LLC | 9,426 | $559.8K | 0.18% | +184+2.0% | Added |
| West Bancorporation Inc | 9,450 | $561.2K | 0.42% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 9,480 | $563.0K | 0.28% | −100−1.0% | Reduced |
| Linscomb & Williams, Inc. | 9,492 | $563.7K | 0.03% | +188+2.0% | Added |
| West Family Investments, Inc. | 9,495 | $563.9K | 0.17% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 9,495 | $564.0K | 0.25% | −11,345−54.4% | Reduced |
| Blueprint Investment Partners LLC | 9,522 | $565.5K | 0.12% | +1,832+23.8% | Added |
| Creekside Partners | 9,537 | $566.4K | 0.31% | +9,537 | New |
| Integral Investment Advisors, Inc. | 9,883 | $567.5K | 0.21% | +751+8.2% | Added |
| Monarch Capital Management Inc | 9,555 | $567.5K | 0.17% | 00.0% | Unchanged |
| Appleton Partners Inc | 9,557 | $568.0K | 0.04% | −463−4.6% | Reduced |
| Spectrum Wealth Counsel, LLC | 9,566 | $568.1K | 0.07% | +681+7.7% | Added |
| Humankind Investments LLC | 9,567 | $568.2K | 0.15% | +1,250+15.0% | Added |
| Gladstone Institutional Advisory LLC | 9,568 | $568.2K | 0.03% | +1,732+22.1% | Added |
| Smith Thornton Advisors LLC | 9,591 | $569.6K | 0.42% | +9,591 | New |
| Hartford Financial Management Inc. | 9,595 | $569.8K | 0.12% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 9,631 | $572.0K | 0.22% | −149−1.5% | Reduced |
| Thompson Investment Management, Inc. | 9,642 | $572.7K | 0.09% | −31,472−76.5% | Reduced |
| Verum Partners LLC | 9,647 | $572.9K | 0.18% | +21+0.2% | Added |
| Royal Capital Wealth Management, LLC | 9,687 | $575.3K | 0.43% | +12+0.1% | Added |
| Catalina Capital Group, LLC | 9,718 | $577.1K | 0.22% | +2,051+26.8% | Added |
| RB Capital Management, LLC | 9,723 | $577.4K | 0.15% | −86−0.9% | Reduced |
| Sterneck Capital Management, LLC | 9,744 | $578.7K | 0.33% | −1,129−10.4% | Reduced |
| Athena Investment Management | 9,758 | $579.5K | 0.35% | −332−3.3% | Reduced |
| Boothbay Fund Management, LLC | 9,761 | $579.7K | 0.02% | −22,263−69.5% | Reduced |
| Financial Engines Advisors L.L.C. | 9,763 | $579.9K | 0.00% | +680+7.5% | Added |
| Institute for Wealth Management, LLC. | 9,846 | $584.8K | 0.08% | −547−5.3% | Reduced |
| Rockland Trust Co | 9,850 | $585.0K | 0.03% | −666−6.3% | Reduced |
| Bedel Financial Consulting, Inc. | 9,857 | $585.4K | 0.09% | +19+0.2% | Added |
| Webster Bank, N. A. | 9,888 | $587.2K | 0.06% | −265−2.6% | Reduced |
| Alta Advisers Ltd | 9,900 | $588.0K | 0.28% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 9,900 | $588.0K | 0.32% | −100−1.0% | Reduced |
| Monument Capital Management | 9,902 | $588.1K | 0.17% | +36+0.4% | Added |
| Simon Quick Advisors, LLC | 9,934 | $590.0K | 0.04% | +1,760+21.5% | Added |
| G&S Capital LLC | 10,222 | $590.1K | 0.26% | −994−8.9% | Reduced |
| Circle Wealth Management, LLC | 9,937 | $590.2K | 0.01% | −5,665−36.3% | Reduced |
| Quadcap Wealth Management, LLC | 9,946 | $590.8K | 0.11% | −256−2.5% | Reduced |
| Zuckerman Investment Group, LLC | 9,968 | $592.0K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 9,990 | $593.3K | 0.36% | +3,790+61.1% | Added |
| Par Capital Management Inc | 10,000 | $593.9K | 0.02% | 00.0% | Unchanged |