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 |
|---|---|---|---|---|---|
| Van Strum & Towne Inc. | 7,639 | $453.7K | 0.16% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 7,639 | $453.7K | 0.17% | +144+1.9% | Added |
| Vicus Capital | 7,630 | $453.2K | 0.04% | +1,039+15.8% | Added |
| Ullmann Financial Group, Inc. | 7,582 | $450.3K | 0.06% | −7−0.1% | Reduced |
| Bristlecone Advisors, LLC | 7,550 | $448.4K | 0.04% | −648−7.9% | Reduced |
| Thrive Wealth Management, LLC | 7,499 | $445.4K | 0.09% | −119−1.6% | Reduced |
| Integrity Financial Corp | 7,498 | $445.3K | 0.28% | +7,498 | New |
| Keel Point, LLC | 8,409 | $444.6K | 0.04% | +1,731+25.9% | Added |
| Ambassador Advisors, LLC | 7,485 | $444.5K | 0.08% | −234−3.0% | Reduced |
| Avidian Wealth Solutions, LLC | 7,440 | $441.9K | 0.02% | +1,413+23.4% | Added |
| Confluence Wealth Services, Inc. | 7,403 | $439.6K | 0.04% | −10−0.1% | Reduced |
| Sierra Summit Advisors LLC | 7,401 | $439.5K | 0.11% | +467+6.7% | Added |
| Bridge Creek Capital Management LLC | 7,400 | $439.5K | 0.14% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 7,385 | $438.6K | 0.06% | +7,385 | New |
| Stratos Wealth Advisors, LLC | 7,365 | $437.4K | 0.02% | −384−5.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 7,364 | $437.3K | 0.06% | +1,830+33.1% | Added |
| ERn Financial, LLC | 7,362 | $437.3K | 0.07% | +612+9.1% | Added |
| TCTC Holdings, LLC | 7,353 | $436.7K | 0.02% | +18+0.2% | Added |
| Founders Financial Alliance, LLC | 7,350 | $436.5K | 0.13% | +378+5.4% | Added |
| First Dallas Securities Inc. | 7,350 | $436.5K | 0.19% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 7,335 | $436.0K | 0.16% | 00.0% | Unchanged |
| Heritage Trust Co | 7,322 | $434.9K | 0.06% | +100+1.4% | Added |
| Delta Investment Management, LLC | 7,320 | $434.7K | 0.10% | 00.0% | Unchanged |
| CTC LLC | 7,314 | $434.4K | 0.03% | +7,314 | New |
| Guardian Wealth Advisors, LLC | 7,308 | $434.0K | 0.05% | −16−0.2% | Reduced |
| Cowa, LLC | 7,300 | $433.5K | 0.23% | −100−1.4% | Reduced |
| Formidable Asset Management, LLC | 7,295 | $433.3K | 0.07% | −5,232−41.8% | Reduced |
| First National Bank & Trust Co of Newtown | 7,288 | $432.8K | 0.09% | 00.0% | Unchanged |
| United Advisor Group, LLC | 7,280 | $432.4K | 0.13% | +7,280 | New |
| Brown, Lisle/Cummings, Inc. | 7,262 | $431.3K | 0.14% | +3,210+79.2% | Added |
| UMA Financial Services, Inc. | 7,159 | $431.3K | 0.08% | +30.0% | Added |
| Weaver Consulting Group | 7,258 | $431.1K | 0.15% | −1,320−15.4% | Reduced |
| Steele Capital Management, Inc. | 7,257 | $431.0K | 0.02% | −1,775−19.7% | Reduced |
| Lynch & Associates | 7,253 | $430.8K | 0.10% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 7,245 | $430.3K | 0.06% | +31+0.4% | Added |
| Addison Capital Co | 7,225 | $429.1K | 0.19% | +1,441+24.9% | Added |
| Alpha Family Trust | 7,220 | $428.8K | 0.25% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 7,215 | $428.4K | 0.38% | −38−0.5% | Reduced |
| Patten & Patten Inc | 7,189 | $427.0K | 0.03% | +1,000+16.2% | Added |
| Concord Wealth Partners | 7,165 | $425.5K | 0.08% | −2,609−26.7% | Reduced |
| Summit Asset Management, LLC | 7,150 | $424.6K | 0.09% | +350+5.1% | Added |
| Waddell & Associates, LLC | 7,142 | $424.2K | 0.06% | +598+9.1% | Added |
| Mach-1 Financial Group, Inc. | 7,126 | $423.2K | 0.30% | +884+14.2% | Added |
| New Hampshire Trust | 7,105 | $422.0K | 0.10% | 00.0% | Unchanged |
| S.A. Mason LLC | 7,103 | $421.8K | 0.24% | 00.0% | Unchanged |
| Simmons Bank | 7,101 | $421.7K | 0.03% | −410−5.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,089 | $421.0K | 0.04% | −201−2.8% | Reduced |
| Global Assets Advisory, LLC | 7,076 | $420.2K | 0.67% | −38,436−84.5% | Reduced |
| John W. Brooker & Co., CPAs | 7,075 | $420.2K | 0.21% | +171+2.5% | Added |
| Wealth Management Partners, LLC | 7,073 | $420.1K | 0.20% | +7,073 | New |
| Sequent Asset Management, LLC | 7,073 | $420.1K | 0.21% | +7,073 | New |
| BancorpSouth Bank | 7,053 | $418.9K | 0.03% | −30−0.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 7,075 | $417.2K | 0.19% | −19−0.3% | Reduced |
| Steel Peak Wealth Management LLC | 7,012 | $416.4K | 0.02% | −10,602−60.2% | Reduced |
| Oxford Financial Group Ltd | 7,010 | $416.3K | 0.03% | +1,895+37.0% | Added |
| Lincoln Capital LLC | 7,006 | $416.1K | 0.09% | +341+5.1% | Added |
| Kearns & Associates LLC | 7,000 | $415.7K | 0.31% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,990 | $415.1K | 0.23% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6,984 | $414.8K | 0.04% | −250−3.5% | Reduced |
| New Wave Wealth Advisors LLC | 6,975 | $414.2K | 0.22% | +6,975 | New |
| Schulhoff & Co Inc | 6,974 | $414.2K | 0.19% | +20.0% | Added |
| Alera Investment Advisors, LLC | 6,940 | $412.2K | 0.05% | +6,940 | New |
| MONECO Advisors, LLC | 6,936 | $412.0K | 0.06% | −37,632−84.4% | Reduced |
| West Oak Capital, LLC | 6,925 | $411.3K | 0.17% | +550+8.6% | Added |
| Bouchey Financial Group Ltd | 6,916 | $410.0K | 0.04% | +30.0% | Added |
| Fortem Financial Group, LLC | 6,900 | $409.8K | 0.18% | −187−2.6% | Reduced |
| Ssi Investment Management LLC | 6,878 | $408.5K | 0.03% | −8−0.1% | Reduced |
| Richard W. Paul & Associates, LLC | 6,834 | $405.9K | 0.16% | −84−1.2% | Reduced |
| Morris Financial Concepts, Inc. | 6,811 | $404.5K | 0.19% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 6,797 | $403.7K | 0.03% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 6,793 | $403.4K | 0.05% | +730+12.0% | Added |
| Belmont Capital, LLC | 6,790 | $403.2K | 0.08% | +2,085+44.3% | Added |
| Modern Wealth Management, LLC | 6,779 | $402.7K | 0.03% | +2,154+46.6% | Added |
| Diversified, LLC | 6,778 | $402.5K | 0.05% | +758+12.6% | Added |
| Evolution Advisers, Inc. | 6,783 | $402.0K | 0.23% | −28−0.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 7,048 | $401.8K | 0.01% | +3,405+93.5% | Added |
| Aprio Wealth Management, LLC | 6,749 | $400.8K | 0.07% | +1,039+18.2% | Added |
| Drexel Morgan & Co. | 6,747 | $400.7K | 0.09% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6,725 | $399.4K | 0.14% | +196+3.0% | Added |
| Plante Moran Financial Advisors, LLC | 6,722 | $399.2K | 0.04% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 6,718 | $399.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 6,715 | $398.8K | 0.12% | −15−0.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,699 | $397.9K | 0.01% | −6,535−49.4% | Reduced |
| Canopy Partners, LLC | 6,692 | $397.4K | 0.18% | +190+2.9% | Added |
| Atlas Brown,Inc. | 6,673 | $396.3K | 0.14% | +495+8.0% | Added |
| Zions Bancorporation, N.A. | 6,666 | $395.9K | 0.03% | −3,068−31.5% | Reduced |
| ERTS Wealth Advisors, LLC | 6,660 | $395.5K | 0.08% | −13−0.2% | Reduced |
| Great Waters Wealth Management | 6,652 | $395.1K | 0.06% | +6,652 | New |
| Transamerica Financial Advisors, Inc. | 6,604 | $393.0K | 0.04% | 00.0% | Unchanged |
| TradeLink Capital LLC | 6,600 | $392.0K | 1.13% | +6,600 | New |
| Sunflower Bank, N.A. | 6,595 | $391.7K | 0.09% | +434+7.0% | Added |
| WealthShield Partners, LLC | 6,595 | $391.7K | 0.06% | −145−2.2% | Reduced |
| BNC Wealth Management, LLC | 6,558 | $389.5K | 0.14% | +10.0% | Added |
| E&G Advisors, LP | 6,534 | $388.1K | 0.11% | +472+7.8% | Added |
| Baldwin Brothers Inc | 6,526 | $387.6K | 0.03% | −174−2.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 6,517 | $387.0K | 0.07% | +6,517 | New |
| Crown Wealth Group, LLC | 6,514 | $386.9K | 0.19% | −680−9.5% | Reduced |
| Ayrshire Capital Management LLC | 6,500 | $386.0K | 0.20% | +700+12.1% | Added |
| Occidental Asset Management, LLC | 6,481 | $384.9K | 0.07% | +1,011+18.5% | Added |
| Sound Income Strategies, LLC | 6,476 | $384.6K | 0.02% | +91+1.4% | Added |