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 |
|---|---|---|---|---|---|
| Seneca Financial Advisors LLC | 21,273 | $1.26M | 0.65% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 21,712 | $1.26M | 0.59% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 21,198 | $1.26M | 0.08% | +2,876+15.7% | Added |
| Welch Group, LLC | 21,166 | $1.26M | 0.06% | +6,500+44.3% | Added |
| Carnegie Capital Asset Management, LLC | 21,099 | $1.25M | 0.04% | −131−0.6% | Reduced |
| Leavell Investment Management, Inc. | 21,061 | $1.25M | 0.07% | −3,018−12.5% | Reduced |
| Essex Financial Services, Inc. | 23,660 | $1.25M | 0.09% | +3,270+16.0% | Added |
| Terry L. Blaker | 21,000 | $1.25M | 0.05% | +21,000 | New |
| Prudent Man Advisors, LLC | 20,973 | $1.25M | 0.44% | +718+3.5% | Added |
| Lazari Capital Management, Inc. | 20,959 | $1.24M | 0.56% | +21+0.1% | Added |
| HBK Sorce Advisory LLC | 20,906 | $1.24M | 0.04% | +423+2.1% | Added |
| BLB&B Advisors, LLC | 20,891 | $1.24M | 0.07% | +2,298+12.4% | Added |
| Sendero Wealth Management, LLC | 20,819 | $1.24M | 0.21% | −9,286−30.8% | Reduced |
| GFG Capital, LLC | 20,767 | $1.23M | 0.34% | −2,789−11.8% | Reduced |
| JT Stratford LLC | 20,697 | $1.23M | 0.23% | +1,055+5.4% | Added |
| Frank, Rimerman Advisors LLC | 20,684 | $1.23M | 0.09% | +20,644+51,610.0% | Added |
| Lindbrook Capital, LLC | 20,674 | $1.23M | 0.12% | +476+2.4% | Added |
| DMG Group, LLC | 20,592 | $1.22M | 1.05% | +1,319+6.8% | Added |
| Kennedy Investment Group | 20,504 | $1.22M | 0.62% | −401−1.9% | Reduced |
| Courier Capital LLC | 20,486 | $1.22M | 0.10% | −55−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 20,479 | $1.22M | 0.11% | −1,917−8.6% | Reduced |
| Clarius Group, LLC | 20,463 | $1.22M | 0.09% | −1,296−6.0% | Reduced |
| Excalibur Management Corp | 20,415 | $1.21M | 0.49% | −156−0.8% | Reduced |
| Mutual Advisors, LLC | 20,304 | $1.21M | 0.04% | −127−0.6% | Reduced |
| Miracle Mile Advisors, LLC | 20,361 | $1.21M | 0.03% | −93−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 20,304 | $1.21M | 0.03% | −8,742−30.1% | Reduced |
| XML Financial, LLC | 20,274 | $1.20M | 0.12% | +85+0.4% | Added |
| LS Investment Advisors, LLC | 20,213 | $1.20M | 0.19% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 20,202 | $1.20M | 0.29% | +263+1.3% | Added |
| Murphy Pohlad Asset Management LLC | 20,183 | $1.20M | 0.52% | −2,487−11.0% | Reduced |
| Affinity Investment Advisors, LLC | 20,130 | $1.20M | 0.90% | −862−4.1% | Reduced |
| Private Wealth Group, LLC | 20,112 | $1.19M | 0.63% | 00.0% | Unchanged |
| Equitable Trust Co | 20,035 | $1.19M | 0.08% | +2,160+12.1% | Added |
| Eos Management, L.P. | 20,000 | $1.19M | 0.46% | −7,500−27.3% | Reduced |
| Harbor Advisors LLC | 20,000 | $1.19M | 0.22% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 19,983 | $1.19M | 0.06% | +19,983 | New |
| Chicago Capital, LLC | 19,969 | $1.19M | 0.04% | +9,000+82.0% | Added |
| Sompo Asset Management Co., Ltd. | 19,950 | $1.18M | 0.20% | −1,050−5.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,913 | $1.18M | 0.27% | −308−1.5% | Reduced |
| Dakota Wealth Management | 19,902 | $1.18M | 0.03% | +3,173+19.0% | Added |
| One Capital Management, LLC | 19,861 | $1.18M | 0.04% | −2,517−11.2% | Reduced |
| Papp L Roy & Associates | 19,839 | $1.18M | 0.14% | −794−3.8% | Reduced |
| Skopos Labs, Inc. | 20,442 | $1.18M | 0.51% | 00.0% | Unchanged |
| First Bank & Trust | 19,814 | $1.18M | 0.24% | −918−4.4% | Reduced |
| CX Institutional | 19,803 | $1.18M | 0.06% | −50.0% | Reduced |
| Castle Rock Wealth Management, LLC | 19,353 | $1.17M | 0.29% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 19,717 | $1.17M | 0.10% | −839−4.1% | Reduced |
| L2 Asset Management, LLC | 19,706 | $1.17M | 0.35% | +722+3.8% | Added |
| AlTi Global, Inc. | 19,675 | $1.17M | 0.03% | +799+4.2% | Added |
| Mountain Pacific Investment Advisers Inc | 19,663 | $1.17M | 0.09% | −4,280−17.9% | Reduced |
| Csenge Advisory Group | 19,580 | $1.16M | 0.07% | −148−0.8% | Reduced |
| GeoWealth Management, LLC | 19,558 | $1.16M | 0.05% | +1,129+6.1% | Added |
| Investors Asset Management of Georgia Inc | 19,555 | $1.16M | 0.57% | −492−2.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,530 | $1.16M | 0.03% | +9,570+96.1% | Added |
| Penobscot Investment Management Company, Inc. | 19,513 | $1.16M | 0.11% | +14,767+311.1% | Added |
| Cito Capital Group, LLC | 19,503 | $1.16M | 0.45% | 00.0% | Unchanged |
| First National Trust Co | 19,493 | $1.16M | 0.05% | +863+4.6% | Added |
| American State Bank (Iowa) | 19,459 | $1.16M | 0.74% | +255+1.3% | Added |
| RNC Capital Management LLC | 19,349 | $1.15M | 0.06% | +1,085+5.9% | Added |
| IHT Wealth Management, LLC | 19,328 | $1.15M | 0.04% | −1,518−7.3% | Reduced |
| Syon Capital LLC | 19,321 | $1.15M | 0.11% | +551+2.9% | Added |
| Ransom Advisory, Ltd | 19,286 | $1.15M | 0.57% | −300−1.5% | Reduced |
| Northern Oak Wealth Management Inc | 19,266 | $1.14M | 0.14% | −1,040−5.1% | Reduced |
| Telos Capital Management, Inc. | 19,166 | $1.14M | 0.13% | −225−1.2% | Reduced |
| Annandale Capital, LLC | 19,142 | $1.14M | 0.24% | +234+1.2% | Added |
| IMC-Chicago, LLC | 19,064 | $1.13M | 0.04% | +19,064 | New |
| Kanawha Capital Management LLC | 18,946 | $1.13M | 0.09% | −980−4.9% | Reduced |
| Johnson Investment Counsel Inc | 18,896 | $1.12M | 0.01% | +245+1.3% | Added |
| VCI Wealth Management LLC | 18,889 | $1.12M | 0.55% | +4,038+27.2% | Added |
| USA Financial Portformulas Corp | 18,815 | $1.12M | 0.18% | +18,815 | New |
| Stoneridge Investment Partners LLC | 18,774 | $1.11M | 0.42% | −29,160−60.8% | Reduced |
| La Banque Postale Asset Management SA | 18,725 | $1.11M | 0.05% | −29,909−61.5% | Reduced |
| Essex Savings Bank | 18,694 | $1.11M | 0.30% | −141−0.7% | Reduced |
| Sentry LLC | 18,690 | $1.11M | 0.20% | −94−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 18,698 | $1.11M | 0.09% | +105+0.6% | Added |
| Ironwood Investment Counsel, LLC | 18,643 | $1.11M | 0.20% | +2,932+18.7% | Added |
| Financial Counselors Inc | 18,637 | $1.11M | 0.02% | +3,441+22.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,518 | $1.10M | 0.64% | 00.0% | Unchanged |
| Adviser Investments LLC | 18,475 | $1.10M | 0.01% | +46+0.2% | Added |
| Sawyer & Company, Inc | 18,440 | $1.09M | 0.44% | −3,335−15.3% | Reduced |
| LexAurum Advisors, LLC | 18,437 | $1.09M | 0.27% | −1,410−7.1% | Reduced |
| Busey Wealth Management | 18,427 | $1.09M | 0.04% | −724−3.8% | Reduced |
| SeaCrest Wealth Management, LLC | 18,362 | $1.09M | 0.12% | +1,330+7.8% | Added |
| AdvisorNet Financial, Inc | 18,355 | $1.09M | 0.10% | +1,775+10.7% | Added |
| Wallace Advisory Group, LLC | 18,354 | $1.09M | 0.78% | −2,231−10.8% | Reduced |
| Delap Wealth Advisory, LLC | 18,350 | $1.09M | 0.50% | −4,868−21.0% | Reduced |
| WP Advisors, LLC | 18,302 | $1.09M | 0.35% | +307+1.7% | Added |
| Mather Group, LLC. | 18,743 | $1.09M | 0.01% | +2,027+12.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 18,228 | $1.08M | 0.04% | −100−0.5% | Reduced |
| Twin Tree Management, LP | 18,052 | $1.07M | 0.03% | +18,052 | New |
| Caldwell Trust Co | 18,023 | $1.07M | 0.12% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 18,009 | $1.07M | 0.70% | +18,009 | New |
| Barbara Oil Co. | 18,000 | $1.07M | 0.47% | 00.0% | Unchanged |
| Ruffer LLP | 18,000 | $1.07M | 0.05% | −4,000−18.2% | Reduced |
| Keystone Financial Services | 17,966 | $1.07M | 0.44% | +847+4.9% | Added |
| Quilter Plc | 17,963 | $1.07M | 0.02% | −450−2.4% | Reduced |
| Davidson Trust Co | 17,933 | $1.07M | 0.73% | −4,952−21.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 17,999 | $1.06M | 0.02% | +17,744+6,958.4% | Added |
| Modera Wealth Management, LLC | 17,847 | $1.06M | 0.02% | −6,390−26.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 17,845 | $1.06M | 0.58% | −474−2.6% | Reduced |