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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 14,562 | $864.8K | 0.07% | −1,756−10.8% | Reduced |
| Financial Partners Group, LLC | 14,509 | $861.7K | 0.33% | −3,423−19.1% | Reduced |
| Gryphon Financial Partners LLC | 14,461 | $858.8K | 0.13% | −3,289−18.5% | Reduced |
| Sather Financial Group Inc | 14,451 | $858.2K | 0.06% | −1,658−10.3% | Reduced |
| Lebenthal Global Advisors, LLC | 14,448 | $858.1K | 0.19% | −579−3.9% | Reduced |
| Legacy Financial Group LLC | 14,426 | $856.8K | 0.17% | −418−2.8% | Reduced |
| LifeSteps Financial, Inc. | 14,405 | $855.5K | 0.71% | +30.0% | Added |
| Wealthspan Partners, LLC | 14,355 | $852.5K | 0.47% | +826+6.1% | Added |
| First PREMIER Bank | 14,323 | $850.0K | 0.23% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 14,309 | $849.8K | 0.03% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 14,307 | $849.7K | 0.44% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 14,300 | $849.3K | 0.12% | +1,913+15.4% | Added |
| Strategic Investment Advisors | 14,279 | $848.0K | 0.10% | −103−0.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,255 | $846.6K | 0.07% | +6,199+76.9% | Added |
| Waldron Private Wealth LLC | 14,228 | $845.0K | 0.04% | −1,079−7.0% | Reduced |
| Pacific Global Investment Management CO | 14,140 | $839.8K | 0.16% | −81−0.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,100 | $837.4K | 0.54% | 00.0% | Unchanged |
| Avion Wealth | 14,020 | $832.0K | 0.23% | −1,452−9.4% | Reduced |
| Claro Advisors LLC | 13,936 | $827.7K | 0.13% | +1,968+16.4% | Added |
| Kiley Juergens Wealth Management, LLC | 13,906 | $825.9K | 0.23% | −164−1.2% | Reduced |
| PFG Investments, LLC | 13,898 | $825.4K | 0.06% | +1,214+9.6% | Added |
| Pointe Capital Management LLC | 13,896 | $825.3K | 0.51% | +50+0.4% | Added |
| Spears Abacus Advisors LLC | 13,880 | $824.3K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 13,865 | $823.4K | 0.07% | +1,114+8.7% | Added |
| Patton Albertson Miller Group, LLC | 13,858 | $823.0K | 0.12% | +8,494+158.4% | Added |
| Cladis Investment Advisory, LLC | 13,824 | $821.0K | 0.60% | +10.0% | Added |
| Park National Corp | 13,782 | $818.5K | 0.03% | +11+0.1% | Added |
| Carson Advisory Inc. | 13,777 | $818.2K | 0.57% | +1,163+9.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 13,770 | $817.8K | 0.05% | −439−3.1% | Reduced |
| Shakespeare Wealth Management, Inc. | 13,723 | $815.0K | 0.24% | +14+0.1% | Added |
| Vertex Planning Partners, LLC | 13,714 | $814.5K | 0.21% | +105+0.8% | Added |
| Benjamin Edwards Inc | 13,677 | $812.0K | 0.16% | +572+4.4% | Added |
| Neumann Capital Management, LLC | 13,622 | $809.0K | 0.28% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 13,590 | $807.1K | 0.06% | −648−4.6% | Reduced |
| Richwood Investment Advisors, LLC | 13,567 | $805.7K | 0.71% | −50−0.4% | Reduced |
| Cardiff Park Advisors, LLC | 13,529 | $803.5K | 0.08% | +17+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 13,523 | $803.1K | 0.03% | +1,745+14.8% | Added |
| Boston Trust Walden Corp | 13,515 | $802.7K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 13,514 | $802.6K | 0.03% | +240+1.8% | Added |
| BKD Wealth Advisors, LLC | 13,508 | $802.2K | 0.02% | −13,714−50.4% | Reduced |
| Highline Wealth Partners LLC | 13,450 | $798.8K | 0.30% | +304+2.3% | Added |
| Cullen Investment Group, Ltd. | 13,379 | $794.6K | 0.13% | −1,148−7.9% | Reduced |
| Bragg Financial Advisors, Inc | 13,334 | $791.9K | 0.04% | +433+3.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 13,317 | $791.0K | 0.01% | −4,252−24.2% | Reduced |
| Investors Research Corp | 13,301 | $789.9K | 0.18% | −5,712−30.0% | Reduced |
| Gladius Capital Management LP | 13,228 | $785.6K | 0.78% | +10,621+407.4% | Added |
| Simplex Trading, LLC | 13,222 | $785.0K | 0.03% | +13,222 | New |
| Weatherly Asset Management L. P. | 13,170 | $782.2K | 0.07% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 13,099 | $777.9K | 0.03% | +650+5.2% | Added |
| Wealth Alliance | 13,028 | $773.7K | 0.10% | −1,273−8.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 12,972 | $770.4K | 0.59% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 12,893 | $765.7K | 0.73% | −252−1.9% | Reduced |
| Wealthcare Advisory Partners LLC | 12,892 | $765.7K | 0.02% | −522−3.9% | Reduced |
| C2C Wealth Management, LLC | 12,861 | $763.8K | 0.75% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 12,851 | $763.2K | 0.04% | −2,828−18.0% | Reduced |
| 9258 Wealth Management, LLC | 12,837 | $762.4K | 0.12% | +30.0% | Added |
| Heritage Wealth Management, LLC | 12,833 | $762.2K | 0.42% | +19+0.1% | Added |
| Heritage Family Offices, LLP | 12,833 | $762.2K | 0.42% | +12,833 | New |
| Ingalls & Snyder LLC | 12,830 | $762.0K | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 12,805 | $760.5K | 0.01% | −1,591−11.1% | Reduced |
| Chicago Trust Co NA | 12,804 | $760.4K | 0.15% | +756+6.3% | Added |
| Family Legacy, Inc. | 12,800 | $760.2K | 0.27% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 12,796 | $760.0K | 0.39% | 00.0% | Unchanged |
| Apexium Financial, LP | 12,791 | $759.7K | 0.05% | −36,427−74.0% | Reduced |
| Fiduciary Financial Group, LLC | 12,559 | $756.6K | 0.18% | +12,559 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 12,696 | $754.0K | 0.08% | +148+1.2% | Added |
| Trust Co of Vermont | 12,682 | $753.2K | 0.04% | +432+3.5% | Added |
| North Star Asset Management Inc | 12,675 | $752.7K | 0.04% | −554−4.2% | Reduced |
| Tyche Wealth Partners LLC | 12,647 | $751.1K | 0.18% | +113+0.9% | Added |
| Peoples Financial Services Corp. | 12,614 | $749.0K | 0.34% | −3,197−20.2% | Reduced |
| Hilltop Holdings Inc. | 12,588 | $747.6K | 0.09% | −35−0.3% | Reduced |
| Operose Advisors LLC | 12,527 | $744.0K | 0.26% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12,493 | $741.9K | 0.08% | −1,717−12.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 12,463 | $740.2K | 0.19% | +12,463 | New |
| Empirical Asset Management, LLC | 18,760 | $740.1K | 0.28% | +18,760 | New |
| Private Management Group Inc | 12,458 | $739.9K | 0.03% | −592−4.5% | Reduced |
| Taika Capital, LP | 12,450 | $739.4K | 0.59% | +12,450 | New |
| MEMBERS Trust Co | 12,432 | $738.3K | 0.02% | −22−0.2% | Reduced |
| Element Wealth, LLC | 12,428 | $738.1K | 0.42% | −382−3.0% | Reduced |
| ASB Consultores, LLC | 12,381 | $735.3K | 0.26% | −11,520−48.2% | Reduced |
| Western Wealth Management, LLC | 12,349 | $733.4K | 0.05% | −34−0.3% | Reduced |
| Chiron Capital Management, LLC | 12,312 | $731.2K | 0.70% | −7,401−37.5% | Reduced |
| nVerses Capital, LLC | 12,300 | $730.5K | 0.44% | +11,900+2,975.0% | Added |
| Chilton Capital Management LLC | 12,298 | $730.4K | 0.03% | +268+2.2% | Added |
| Icon Wealth Advisors, LLC | 12,301 | $729.9K | 0.06% | +3,268+36.2% | Added |
| Legacy Advisors, LLC | 12,259 | $728.1K | 0.09% | +3,626+42.0% | Added |
| Sepio Capital, LP | 12,225 | $726.0K | 0.07% | −8,302−40.4% | Reduced |
| Wintrust Investments LLC | 12,215 | $725.0K | 0.06% | −65−0.5% | Reduced |
| Tocqueville Asset Management L.P. | 12,202 | $724.7K | 0.01% | +1,141+10.3% | Added |
| Proequities, Inc. | 12,201 | $724.6K | 0.05% | +471+4.0% | Added |
| Allstate Corp | 12,200 | $724.6K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 12,150 | $722.0K | 0.13% | +282+2.4% | Added |
| LifePlan Financial, LLC | 12,069 | $716.8K | 0.66% | −6,183−33.9% | Reduced |
| Greenland Capital Management LP | 12,055 | $715.9K | 0.15% | +12,055 | New |
| Smartleaf Asset Management LLC | 12,447 | $714.8K | 0.12% | +2,149+20.9% | Added |
| Black Maple Capital Management LP | 12,000 | $712.7K | 0.52% | −2,000−14.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 11,924 | $708.2K | 0.14% | −592−4.7% | Reduced |
| Parkside Financial Bank & Trust | 11,864 | $704.6K | 0.11% | +288+2.5% | Added |
| Keudell/Morrison Wealth Management | 11,820 | $702.0K | 0.21% | −2,972−20.1% | Reduced |
| Childress Capital Advisors, LLC | 11,760 | $698.4K | 0.20% | +1,280+12.2% | Added |