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 |
|---|---|---|---|---|---|
| BBR Partners, LLC | 17,786 | $1.06M | 0.09% | −3,189−15.2% | Reduced |
| Exencial Wealth Advisors, LLC | 17,781 | $1.06M | 0.04% | +13+0.1% | Added |
| Jarislowsky, Fraser Ltd | 17,749 | $1.05M | 0.01% | −4,321−19.6% | Reduced |
| Jacobi Capital Management LLC | 17,699 | $1.05M | 0.09% | −255−1.4% | Reduced |
| Wharton Business Group, LLC | 17,700 | $1.05M | 0.05% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 17,519 | $1.04M | 0.10% | +1,780+11.3% | Added |
| Winthrop Capital Management, LLC | 17,496 | $1.04M | 0.52% | +17,496 | New |
| Greatmark Investment Partners, Inc. | 17,473 | $1.04M | 0.15% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 17,253 | $1.02M | 0.19% | +5,102+42.0% | Added |
| Ancora Advisors, LLC | 17,249 | $1.02M | 0.03% | −1,379−7.4% | Reduced |
| Personal Cfo Solutions, LLC | 17,228 | $1.02M | 0.16% | −469−2.7% | Reduced |
| Becker Capital Management Inc | 17,211 | $1.02M | 0.04% | −1,464−7.8% | Reduced |
| Salem Investment Counselors Inc | 17,209 | $1.02M | 0.03% | −314−1.8% | Reduced |
| Axiom Advisory, LLC | 17,262 | $1.02M | 0.01% | +17,262 | New |
| Sterling Investment Management, Inc. | 17,131 | $1.02M | 0.77% | −8,206−32.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 17,088 | $1.01M | 0.04% | +60+0.4% | Added |
| Diligent Investors, LLC | 17,055 | $1.01M | 0.25% | −284−1.6% | Reduced |
| Capital Investment Advisory Services, LLC | 17,052 | $1.01M | 0.10% | −2,099−11.0% | Reduced |
| Garrison Point Advisors, LLC | 17,026 | $1.01M | 0.67% | 00.0% | Unchanged |
| Intrua Financial, LLC | 16,995 | $1.01M | 0.16% | +2,953+21.0% | Added |
| Breakwater Capital Group | 16,994 | $1.01M | 0.23% | +88+0.5% | Added |
| StoneX Group Inc. | 16,968 | $1.01M | 0.08% | −788−4.4% | Reduced |
| Lodestar Private Asset Management LLC | 16,903 | $1.00M | 0.14% | −1,452−7.9% | Reduced |
| Spire Wealth Management | 16,891 | $1.00M | 0.04% | −4,482−21.0% | Reduced |
| GM Advisory Group, Inc. | 16,857 | $1.00M | 0.06% | −67−0.4% | Reduced |
| Pure Financial Advisors, Inc. | 16,820 | $998.9K | 0.03% | +705+4.4% | Added |
| Palisade Asset Management, LLC | 16,813 | $998.5K | 0.10% | −1,300−7.2% | Reduced |
| Sittner & Nelson, LLC | 16,787 | $997.0K | 0.49% | −64−0.4% | Reduced |
| Alps Advisors Inc | 16,780 | $996.6K | 0.01% | −2,074−11.0% | Reduced |
| Intrinsic Value Partners, LLC | 16,773 | $996.1K | 1.04% | −102−0.6% | Reduced |
| Symmetry Partners, LLC | 16,774 | $996.0K | 0.05% | −2,096−11.1% | Reduced |
| Marcum Wealth, LLC | 16,724 | $993.2K | 0.10% | +130+0.8% | Added |
| Boltwood Capital Management | 16,700 | $991.8K | 0.31% | 00.0% | Unchanged |
| Knuff & Co LLC | 16,692 | $991.3K | 0.32% | −612−3.5% | Reduced |
| Commerzbank Aktiengesellschaft | 16,686 | $991.0K | 0.03% | +674+4.2% | Added |
| Studio Investment Management LLC | 16,660 | $989.4K | 0.23% | +575+3.6% | Added |
| LMCG Investments, LLC | 16,655 | $989.1K | 0.06% | −162−1.0% | Reduced |
| Arkadios Wealth Advisors | 16,573 | $984.3K | 0.07% | +1,788+12.1% | Added |
| Harvest Fund Management Co., Ltd | 16,566 | $984.0K | 0.07% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 16,539 | $982.3K | 0.55% | +2,824+20.6% | Added |
| MV Capital Management, Inc. | 16,520 | $981.1K | 0.11% | +1,217+8.0% | Added |
| Cornerstone Wealth Management, LLC | 16,500 | $980.0K | 0.08% | −1,328−7.4% | Reduced |
| Brookstone Capital Management | 16,062 | $978.3K | 0.02% | −3,414−17.5% | Reduced |
| Lipe & Dalton | 16,468 | $978.0K | 0.53% | +168+1.0% | Added |
| Fragasso Group Inc. | 16,447 | $976.8K | 0.08% | −395−2.3% | Reduced |
| Heartland Bank & Trust Co | 16,403 | $974.2K | 0.55% | +123+0.8% | Added |
| AMG National Trust Bank | 16,373 | $972.4K | 0.03% | +410+2.6% | Added |
| 1st Source Bank | 16,342 | $970.6K | 0.06% | −129−0.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 16,326 | $969.9K | 0.02% | −1,286−7.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,267 | $966.1K | 0.14% | −112−0.7% | Reduced |
| Graypoint LLC | 16,263 | $965.9K | 0.07% | +570+3.6% | Added |
| Journey Strategic Wealth LLC | 16,028 | $951.9K | 0.04% | +5,899+58.2% | Added |
| Mainstay Capital Management LLC | 16,001 | $950.3K | 0.17% | +1,778+12.5% | Added |
| Lafayette Investments, Inc. | 15,995 | $949.9K | 0.22% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 15,961 | $947.9K | 0.24% | −620−3.7% | Reduced |
| Sage Mountain Advisors LLC | 15,837 | $940.5K | 0.09% | +4,353+37.9% | Added |
| Douglass Winthrop Advisors, LLC | 15,826 | $939.9K | 0.02% | −824−4.9% | Reduced |
| Cypress Wealth Services, LLC | 15,802 | $938.5K | 0.21% | +206+1.3% | Added |
| Hexagon Capital Partners LLC | 15,764 | $936.2K | 0.20% | −316−2.0% | Reduced |
| Principle Wealth Partners LLC | 15,680 | $931.2K | 0.07% | −3,401−17.8% | Reduced |
| Tranquilli Financial Advisor LLC | 15,362 | $930.8K | 0.62% | +446+3.0% | Added |
| Gibbs Wealth Management | 15,656 | $929.8K | 0.38% | +2,306+17.3% | Added |
| Lantz Financial LLC | 15,642 | $929.0K | 0.29% | −599−3.7% | Reduced |
| Ameritas Advisory Services, LLC | 15,640 | $928.8K | 0.04% | +862+5.8% | Added |
| Financial Network Wealth Advisors LLC | 15,628 | $927.4K | 0.69% | +175+1.1% | Added |
| Washington Trust Bank | 15,607 | $926.9K | 0.09% | −1,175−7.0% | Reduced |
| Providence Wealth Advisors, LLC | 15,479 | $924.1K | 0.74% | +300+2.0% | Added |
| Boit C F David | 15,519 | $921.7K | 0.48% | 00.0% | Unchanged |
| Zacks Investment Management | 15,434 | $916.6K | 0.01% | +2,557+19.9% | Added |
| Abbrea Capital, LLC | 15,403 | $915.0K | 0.12% | −225−1.4% | Reduced |
| Gilbert & Cook, Inc. | 15,337 | $910.9K | 0.13% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 15,300 | $908.7K | 0.61% | −700−4.4% | Reduced |
| Everhart Financial Group, Inc. | 15,275 | $907.2K | 0.24% | +5,055+49.5% | Added |
| Eclectic Associates Inc | 15,274 | $907.1K | 0.40% | +1,558+11.4% | Added |
| Baker Tilly Wealth Management, LLC | 15,268 | $906.8K | 0.37% | −32,230−67.9% | Reduced |
| Legacy Financial Advisors, Inc. | 15,227 | $904.3K | 0.16% | +1,049+7.4% | Added |
| IVC Wealth Advisors LLC | 15,139 | $899.1K | 0.50% | −51−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,132 | $898.5K | 0.07% | −700−4.4% | Reduced |
| Hutner Capital Management Inc | 15,116 | $897.7K | 0.49% | −11−0.1% | Reduced |
| Continuum Advisory, LLC | 15,103 | $897.0K | 0.13% | +125+0.8% | Added |
| Pacific Center for Financial Services | 15,101 | $896.8K | 0.25% | +60.0% | Added |
| Anchor Investment Management, LLC | 15,067 | $894.8K | 0.09% | +131+0.9% | Added |
| Avantax Planning Partners, Inc. | 15,023 | $892.2K | 0.03% | −2,475−14.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 15,018 | $891.9K | 0.54% | +50+0.3% | Added |
| Angeles Wealth Management, LLC | 15,009 | $891.4K | 0.08% | +8,166+119.3% | Added |
| Glaxis Capital Management, LLC | 15,000 | $890.9K | 1.55% | +15,000 | New |
| NFP Retirement, Inc. | 14,999 | $890.8K | 0.07% | −1,029−6.4% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $890.1K | 0.47% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 14,950 | $887.9K | 0.07% | −900−5.7% | Reduced |
| Perennial Advisors, LLC | 14,948 | $887.8K | 0.20% | −1,433−8.7% | Reduced |
| MTM Investment Management, LLC | 14,818 | $880.0K | 0.36% | +60.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,776 | $877.6K | 0.15% | −902−5.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 14,687 | $872.3K | 0.20% | −931−6.0% | Reduced |
| Stock Yards Bank & Trust Co | 14,687 | $872.3K | 0.03% | −48−0.3% | Reduced |
| Segment Wealth Management, LLC | 14,667 | $871.1K | 0.06% | −74−0.5% | Reduced |
| RMB Capital Management, LLC | 14,656 | $870.4K | 0.02% | −1,766−10.8% | Reduced |
| Gradient Investments LLC | 14,624 | $868.5K | 0.02% | +647+4.6% | Added |
| Knollwood Investment Advisory, LLC | 14,587 | $866.3K | 0.10% | +14,587 | New |
| Northwest Wealth Management, LLC | 14,571 | $865.4K | 0.22% | −140−1.0% | Reduced |
| Hilltop National Bank | 14,564 | $865.0K | 0.28% | −888−5.7% | Reduced |