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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 9,480 | $563.0K | 0.28% | −100−1.0% | Reduced |
| West Bancorporation Inc | 9,450 | $561.2K | 0.42% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 9,426 | $559.8K | 0.18% | +184+2.0% | Added |
| Onefund, LLC | 9,420 | $559.5K | 0.61% | +158+1.7% | Added |
| Fundamentun, LLC | 9,391 | $557.7K | 0.05% | +165+1.8% | Added |
| PDS Planning, Inc | 9,387 | $557.5K | 0.06% | +1,005+12.0% | Added |
| Biltmore Family Office, LLC | 9,386 | $557.4K | 0.10% | +682+7.8% | Added |
| Perennial Investment Advisors, LLC | 9,370 | $556.4K | 0.08% | −1,843−16.4% | Reduced |
| Main Street Financial Solutions, LLC | 9,364 | $556.1K | 0.05% | +2,301+32.6% | Added |
| Regatta Capital Group, LLC | 9,350 | $555.3K | 0.12% | −164−1.7% | Reduced |
| Raleigh Capital Management Inc. | 9,313 | $553.1K | 0.24% | +1,082+13.1% | Added |
| South State Corp. | 9,311 | $553.0K | 0.04% | −832−8.2% | Reduced |
| Harbor Investment Advisory, LLC | 9,307 | $552.8K | 0.06% | −24−0.3% | Reduced |
| Financial Advisory Corp | 9,292 | $552.0K | 0.23% | −5,718−38.1% | Reduced |
| Spinnaker Trust | 9,277 | $551.0K | 0.04% | +533+6.1% | Added |
| Koshinski Asset Management, Inc. | 9,192 | $550.4K | 0.05% | −771−7.7% | Reduced |
| Cahill Financial Advisors Inc | 9,221 | $547.6K | 0.08% | +87+1.0% | Added |
| Royal Fund Management, LLC | 9,206 | $546.8K | 0.07% | −10−0.1% | Reduced |
| Altfest L J & Co Inc | 9,201 | $546.0K | 0.07% | +88+1.0% | Added |
| Bailard, Inc. | 9,164 | $544.3K | 0.01% | +1,843+25.2% | Added |
| CIC Wealth, LLC | 9,135 | $542.5K | 0.15% | −1,209−11.7% | Reduced |
| Tradewinds, LLC. | 9,077 | $539.1K | 0.17% | +9,077 | New |
| Westover Capital Advisors, LLC | 9,047 | $537.3K | 0.14% | 00.0% | Unchanged |
| Triumph Capital Management | 9,029 | $536.2K | 0.21% | +41+0.5% | Added |
| WealthPlan Investment Management, LLC | 9,013 | $535.3K | 0.08% | +18+0.2% | Added |
| Canandaigua National Bank & Trust Co | 9,002 | $534.6K | 0.06% | −992−9.9% | Reduced |
| Cim Investment Mangement Inc | 8,976 | $533.1K | 0.16% | −53−0.6% | Reduced |
| Texas Capital Bancshares Inc | 8,959 | $532.1K | 0.22% | −358−3.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 8,951 | $531.6K | 0.22% | +77+0.9% | Added |
| Concentric Capital Strategies, LP | 8,907 | $529.0K | 0.03% | +8,907 | New |
| SilverOak Wealth Management LLC | 8,901 | $528.6K | 0.13% | −794−8.2% | Reduced |
| Northwest Bank & Trust Co | 8,844 | $525.2K | 0.44% | +7,559+588.2% | Added |
| Carrera Capital Advisors | 8,839 | $524.9K | 0.17% | +8,839 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,837 | $524.8K | 0.34% | −700−7.3% | Reduced |
| Tucker Asset Management LLC | 8,823 | $524.0K | 0.11% | −96−1.1% | Reduced |
| Pin Oak Investment Advisors Inc | 8,829 | $524.0K | 0.50% | +500+6.0% | Added |
| Marietta Investment Partners LLC | 8,800 | $522.6K | 0.11% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8,788 | $521.9K | 0.06% | −452−4.9% | Reduced |
| Monticello Wealth Management, LLC | 8,782 | $521.6K | 0.05% | −199−2.2% | Reduced |
| Hodges Capital Management Inc. | 8,775 | $521.1K | 0.03% | −500−5.4% | Reduced |
| Front Street Capital Management, Inc. | 8,771 | $521.0K | 0.10% | −340−3.7% | Reduced |
| Hudock, Inc. | 8,761 | $520.4K | 0.10% | +10.0% | Added |
| Advisors Management Group Inc | 8,753 | $520.0K | 0.13% | −457−5.0% | Reduced |
| Financial Advisory Service, Inc. | 8,755 | $520.0K | 0.04% | +28+0.3% | Added |
| Northeast Investment Management | 8,735 | $518.8K | 0.02% | 00.0% | Unchanged |
| Davis R M Inc | 8,715 | $517.6K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 8,702 | $516.8K | 0.13% | +5+0.1% | Added |
| Evermay Wealth Management LLC | 8,701 | $516.8K | 0.08% | 00.0% | Unchanged |
| Summa Corp. | 8,700 | $516.7K | 0.25% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,658 | $514.2K | 0.04% | −9,967−53.5% | Reduced |
| LVW Advisors, LLC | 8,649 | $513.7K | 0.08% | −561−6.1% | Reduced |
| Western Pacific Wealth Management, LP | 8,570 | $509.0K | 0.38% | −164−1.9% | Reduced |
| Valmark Advisers, Inc. | 8,564 | $508.6K | 0.01% | +1,321+18.2% | Added |
| Aull & Monroe Investment Management Corp | 8,544 | $507.4K | 0.25% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 8,534 | $506.8K | 0.07% | −150−1.7% | Reduced |
| Kathmere Capital Management, LLC | 8,508 | $505.3K | 0.05% | +592+7.5% | Added |
| First National Bank | 8,506 | $505.2K | 0.37% | −50−0.6% | Reduced |
| Bryn Mawr Trust Co | 8,446 | $501.6K | 0.02% | +3,332+65.2% | Added |
| Summit X, LLC | 8,531 | $498.6K | 0.11% | +4,640+119.2% | Added |
| Sippican Capital Advisors | 8,293 | $492.5K | 0.39% | 00.0% | Unchanged |
| Americana Partners, LLC | 8,287 | $492.2K | 0.04% | +286+3.6% | Added |
| Gratus Capital LLC | 8,278 | $491.6K | 0.02% | +1,356+19.6% | Added |
| SNS Financial Group, LLC | 8,262 | $490.7K | 0.05% | −424−4.9% | Reduced |
| Fairview Capital Investment Management, LLC | 8,255 | $490.3K | 0.03% | −850−9.3% | Reduced |
| Wealth Architects, LLC | 8,253 | $490.1K | 0.06% | −31−0.4% | Reduced |
| Intrust Bank NA | 8,208 | $487.5K | 0.05% | −323−3.8% | Reduced |
| Everpar Advisors LLC | 8,144 | $483.7K | 0.24% | +536+7.0% | Added |
| Cutler Investment Counsel LLC | 8,136 | $483.2K | 0.07% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 8,130 | $482.8K | 0.04% | +716+9.7% | Added |
| LRI Investments, LLC | 8,122 | $482.4K | 0.05% | +3,437+73.4% | Added |
| Beta Wealth Group, Inc. | 8,116 | $482.0K | 0.23% | −12−0.1% | Reduced |
| Nilsine Partners, LLC | 8,110 | $481.7K | 0.06% | +16+0.2% | Added |
| Monetary Management Group Inc | 8,065 | $479.0K | 0.13% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 8,060 | $478.7K | 0.04% | +1,669+26.1% | Added |
| Old West Investment Management, LLC | 8,037 | $477.3K | 0.21% | +8,037 | New |
| Lauterbach Financial Advisors, LLC | 8,947 | $476.5K | 0.31% | +52+0.6% | Added |
| Destination Wealth Management | 8,021 | $476.4K | 0.02% | +8,021 | New |
| Titleist Asset Management, LLC | 8,020 | $476.3K | 0.07% | +146+1.9% | Added |
| BancFirst Trust & Investment Management | 8,285 | $475.7K | 0.22% | +309+3.9% | Added |
| Field & Main Bank | 8,010 | $475.6K | 0.18% | +1,128+16.4% | Added |
| Lakeside Advisors, INC. | 8,006 | $475.5K | 0.31% | −194−2.4% | Reduced |
| Sivia Capital Partners, LLC | 7,974 | $473.6K | 0.32% | −2,330−22.6% | Reduced |
| First Trust Investment Solutions L.P. | 7,974 | $473.6K | 0.07% | +976+13.9% | Added |
| Well Done, LLC | 7,958 | $472.6K | 0.10% | +658+9.0% | Added |
| Interchange Capital Partners, LLC | 7,950 | $472.2K | 0.17% | +4,322+119.1% | Added |
| Old North State Trust, LLC | 7,934 | $471.0K | 0.41% | 00.0% | Unchanged |
| Campion Asset Management LLC | 7,855 | $466.5K | 0.37% | −150−1.9% | Reduced |
| STAR Financial Bank | 7,839 | $465.6K | 0.36% | −418−5.1% | Reduced |
| Weil Company, Inc. | 7,809 | $463.8K | 0.17% | −14−0.2% | Reduced |
| McCarthy Asset Management, Inc. | 7,800 | $463.3K | 0.27% | −1,720−18.1% | Reduced |
| Sky Investment Group LLC | 7,785 | $462.4K | 0.09% | −10−0.1% | Reduced |
| Auxano Advisors, LLC | 7,783 | $462.2K | 0.13% | +127+1.7% | Added |
| Doliver Advisors, LP | 7,770 | $461.5K | 0.13% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 7,760 | $460.9K | 0.05% | +501+6.9% | Added |
| Financial Insights, Inc. | 7,753 | $460.5K | 0.13% | +4,078+111.0% | Added |
| AlphaCore Capital LLC | 7,753 | $460.4K | 0.11% | −76−1.0% | Reduced |
| Cambridge Advisors Inc. | 7,714 | $458.1K | 0.11% | +852+12.4% | Added |
| MCF Advisors LLC | 7,701 | $457.4K | 0.03% | −224−2.8% | Reduced |
| Ghe, LLC | 7,703 | $457.0K | 0.18% | −30−0.4% | Reduced |
| Mosaic Financial Group, LLC | 7,661 | $455.0K | 0.33% | −964−11.2% | Reduced |