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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 29,094 | $1.73M | 0.01% | +40.0% | Added |
| Diversify Advisory Services, LLC | 28,809 | $1.73M | 0.09% | −4,055−12.3% | Reduced |
| NVWM, LLC | 29,031 | $1.72M | 0.46% | −491−1.7% | Reduced |
| Hoylecohen, LLC | 28,933 | $1.72M | 0.13% | +462+1.6% | Added |
| Meridian Investment Counsel Inc. | 28,892 | $1.72M | 0.54% | 00.0% | Unchanged |
| Rothschild Investment LLC | 28,808 | $1.71M | 0.12% | +2,198+8.3% | Added |
| Argent Advisors, Inc. | 28,740 | $1.71M | 0.68% | +1,101+4.0% | Added |
| Main Street Research LLC | 28,557 | $1.70M | 0.11% | +1,913+7.2% | Added |
| N.E.W. Advisory Services LLC | 28,467 | $1.69M | 0.18% | +267+0.9% | Added |
| Atomi Financial Group, Inc. | 28,371 | $1.68M | 0.12% | +9,995+54.4% | Added |
| CTC Alternative Strategies, Ltd. | 28,347 | $1.68M | 0.71% | +28,347 | New |
| Vista Investment Management | 28,330 | $1.68M | 0.68% | −1,074−3.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 28,309 | $1.68M | 0.08% | +818+3.0% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 28,277 | $1.68M | 0.27% | +28,277 | New |
| Chemistry Wealth Management LLC | 27,989 | $1.66M | 0.43% | +619+2.3% | Added |
| Chicago Partners Investment Group LLC | 27,658 | $1.66M | 0.06% | +2,378+9.4% | Added |
| Lummis Asset Management, LP | 27,878 | $1.66M | 2.19% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 27,851 | $1.65M | 0.06% | +575+2.1% | Added |
| Kerrisdale Advisers, LLC | 27,696 | $1.64M | 0.51% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 27,636 | $1.64M | 0.22% | −2,216−7.4% | Reduced |
| Everett Harris & Co | 27,229 | $1.62M | 0.02% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 27,127 | $1.61M | 0.28% | 00.0% | Unchanged |
| Hardy Reed LLC | 27,072 | $1.61M | 0.16% | +21,723+406.1% | Added |
| Baker Avenue Asset Management, LP | 26,957 | $1.60M | 0.05% | +4,121+18.0% | Added |
| Citizens National Bank Trust Department | 26,827 | $1.59M | 0.35% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 26,791 | $1.59M | 0.41% | +1,638+6.5% | Added |
| Hardin Capital Partners, LLC | 17,108 | $1.59M | 1.03% | +17,108 | New |
| Resources Management Corp | 26,680 | $1.58M | 0.23% | −295−1.1% | Reduced |
| Jeppson Wealth Management, LLC | 26,642 | $1.58M | 0.60% | −675−2.5% | Reduced |
| Fiduciary Group LLC | 26,524 | $1.58M | 0.17% | −269−1.0% | Reduced |
| Accredited Investors Inc. | 26,480 | $1.57M | 0.10% | +14,663+124.1% | Added |
| Schechter Investment Advisors, LLC | 26,153 | $1.55M | 0.12% | −834−3.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 25,923 | $1.54M | 0.49% | −700−2.6% | Reduced |
| Insigneo Advisory Services, LLC | 29,485 | $1.54M | 0.17% | −14,328−32.7% | Reduced |
| Wright Investors Service Inc | 25,727 | $1.53M | 0.40% | −88−0.3% | Reduced |
| GHP Investment Advisors, Inc. | 25,643 | $1.52M | 0.08% | +1,155+4.7% | Added |
| Independent Financial Group, LLC | 25,596 | $1.52M | 0.06% | +4,061+18.9% | Added |
| Fort Sheridan Advisors LLC | 25,580 | $1.52M | 0.25% | +4,835+23.3% | Added |
| Neville Rodie & Shaw Inc | 25,553 | $1.52M | 0.12% | 00.0% | Unchanged |
| Holderness Investments Co | 25,515 | $1.52M | 0.36% | +100.0% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 25,500 | $1.51M | 0.24% | −500−1.9% | Reduced |
| Islay Capital Management, LLC | 25,435 | $1.51M | 1.09% | +145+0.6% | Added |
| Private Trust Co NA | 25,368 | $1.51M | 0.16% | +3,204+14.5% | Added |
| Massmutual Trust Co FSB | 25,364 | $1.51M | 0.05% | +3,608+16.6% | Added |
| RFG Advisory, LLC | 25,232 | $1.50M | 0.05% | −57,857−69.6% | Reduced |
| Lake Street Advisors Group, LLC | 25,167 | $1.49M | 0.07% | +246+1.0% | Added |
| National Philanthropic Trust | 25,081 | $1.49M | 0.03% | −2,034−7.5% | Reduced |
| Apella Capital, LLC | 24,755 | $1.48M | 0.07% | +4,147+20.1% | Added |
| London Co of Virginia | 24,896 | $1.48M | 0.01% | −191−0.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 24,885 | $1.48M | 0.13% | −1,086−4.2% | Reduced |
| Valley National Advisers Inc | 24,734 | $1.47M | 0.22% | −589−2.3% | Reduced |
| Cadinha & Co LLC | 24,572 | $1.46M | 0.27% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 24,465 | $1.45M | 0.32% | −694−2.8% | Reduced |
| First Horizon Advisors, Inc. | 24,401 | $1.45M | 0.04% | −74−0.3% | Reduced |
| Wunderlich Capital Managemnt | 24,396 | $1.45M | 0.65% | +2,350+10.7% | Added |
| Soltis Investment Advisors LLC | 24,289 | $1.44M | 0.15% | +2,036+9.1% | Added |
| Trinity Financial Advisors LLC | 24,060 | $1.43M | 0.64% | −1,373−5.4% | Reduced |
| Insight Advisors, LLC | 24,032 | $1.43M | 0.26% | +110+0.5% | Added |
| Pinnacle Bancorp, Inc. | 24,029 | $1.43M | 0.42% | −70.0% | Reduced |
| NBC Securities, Inc. | 24,015 | $1.43M | 0.13% | +423+1.8% | Added |
| Trust Co of Toledo NA | 24,004 | $1.43M | 0.21% | +264+1.1% | Added |
| TRUE Private Wealth Advisors | 23,985 | $1.42M | 0.16% | −600−2.4% | Reduced |
| First Financial Bank - Trust Division | 23,913 | $1.42M | 0.14% | −651−2.7% | Reduced |
| Laurel Wealth Advisors LLC | 23,860 | $1.42M | 0.25% | +133+0.6% | Added |
| Aptus Capital Advisors, LLC | 23,824 | $1.41M | 0.03% | +2,291+10.6% | Added |
| Fulton Bank, N.A. | 23,624 | $1.40M | 0.06% | +139+0.6% | Added |
| Aspiriant, LLC | 23,453 | $1.39M | 0.06% | −2,148−8.4% | Reduced |
| Argus Investors' Counsel, Inc. | 23,407 | $1.39M | 0.85% | +121+0.5% | Added |
| First City Capital Management, Inc. | 23,341 | $1.39M | 0.78% | −185−0.8% | Reduced |
| Vontobel Holding Ltd. | 23,322 | $1.39M | 0.00% | +8,611+58.5% | Added |
| Thomasville National Bank | 22,993 | $1.37M | 0.11% | −1,263−5.2% | Reduced |
| Great Lakes Retirement, Inc. | 22,804 | $1.35M | 0.19% | +121+0.5% | Added |
| Sunbelt Securities, Inc. | 22,803 | $1.35M | 0.14% | +108+0.5% | Added |
| Washington Trust Co | 22,789 | $1.35M | 0.05% | −354−1.5% | Reduced |
| Buffington Mohr McNeal | 22,783 | $1.35M | 0.24% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 22,768 | $1.35M | 0.36% | −18−0.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 22,765 | $1.35M | 0.33% | +17,068+299.6% | Added |
| Summit Financial, LLC | 22,764 | $1.35M | 0.06% | +13,970+158.9% | Added |
| Bartlett & Co. Wealth Management LLC | 22,729 | $1.35M | 0.02% | −604−2.6% | Reduced |
| Great Valley Advisor Group, Inc. | 22,718 | $1.35M | 0.04% | −719−3.1% | Reduced |
| Coastal Investment Advisors, Inc. | 22,646 | $1.34M | 0.26% | −1,869−7.6% | Reduced |
| Rossmore Private Capital | 22,624 | $1.34M | 0.18% | −351−1.5% | Reduced |
| Sweeney & Michel, LLC | 22,217 | $1.33M | 0.57% | +51+0.2% | Added |
| One Wealth Advisors, LLC | 24,884 | $1.32M | 0.28% | +6,298+33.9% | Added |
| Martin & Co Inc | 22,269 | $1.32M | 0.33% | −35−0.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 22,258 | $1.32M | 0.11% | +262+1.2% | Added |
| Cove Street Capital, LLC | 22,150 | $1.31M | 0.94% | −5,050−18.6% | Reduced |
| Diversified Trust Co | 22,041 | $1.31M | 0.04% | −3,281−13.0% | Reduced |
| Louisbourg Investments Inc. | 29,244 | $1.30M | 0.37% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 21,947 | $1.30M | 0.07% | +1,944+9.7% | Added |
| Foresight Global Investors, Inc. | 21,820 | $1.30M | 0.62% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 21,817 | $1.30M | 0.00% | −819−3.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 21,718 | $1.29M | 0.18% | +10,931+101.3% | Added |
| Wealthspire Advisors, LLC | 21,682 | $1.29M | 0.02% | +53+0.2% | Added |
| Cetera Trust Company, N.A | 21,548 | $1.28M | 0.80% | −530−2.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 21,105 | $1.28M | 0.15% | +30.0% | Added |
| FSB Premier Wealth Management, Inc. | 21,401 | $1.27M | 0.57% | +5,682+36.1% | Added |
| Citadel Investment Advisory, Inc. | 21,391 | $1.27M | 0.72% | −1,045−4.7% | Reduced |
| Fidelis Capital Partners, LLC | 24,174 | $1.26M | 0.18% | +5,784+31.5% | Added |
| Diversify Wealth Management, LLC | 24,242 | $1.26M | 0.16% | +24,242 | New |