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 |
|---|---|---|---|---|---|
| Signature Estate & Investment Advisors LLC | 6,470 | $384.3K | 0.01% | +6,470 | New |
| Ausdal Financial Partners, Inc. | 6,458 | $383.6K | 0.04% | −367−5.4% | Reduced |
| Sweet Financial Partners, LLC | 6,452 | $383.2K | 0.09% | −197−3.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,445 | $382.8K | 0.15% | −106−1.6% | Reduced |
| Traphagen Investment Advisors LLC | 6,437 | $382.3K | 0.04% | +517+8.7% | Added |
| Flputnam Investment Management Co | 6,435 | $382.2K | 0.01% | +613+10.5% | Added |
| Fruth Investment Management | 6,418 | $381.0K | 0.10% | −100−1.5% | Reduced |
| Cape Investment Advisory, Inc. | 6,407 | $380.5K | 0.17% | −164−2.5% | Reduced |
| TBH Global Asset Management, LLC | 6,382 | $379.0K | 0.08% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,370 | $378.3K | 0.09% | +1,186+22.9% | Added |
| AA Financial Advisors, LLC | 6,365 | $378.0K | 0.13% | −155−2.4% | Reduced |
| Change Path, LLC | 6,352 | $377.0K | 0.02% | −2,926−31.5% | Reduced |
| Financial Advocates Investment Management | 6,347 | $376.9K | 0.02% | +408+6.9% | Added |
| CFO4Life Group, LLC | 6,344 | $376.8K | 0.07% | +1,002+18.8% | Added |
| Dempze Nancy E | 6,302 | $374.3K | 0.26% | +6,302 | New |
| First Financial Corp | 6,286 | $373.3K | 0.19% | 00.0% | Unchanged |
| Seven Mile Advisory | 6,268 | $372.3K | 0.27% | +68+1.1% | Added |
| Key Client Fiduciary Advisors, LLC | 6,245 | $370.9K | 0.19% | −145−2.3% | Reduced |
| Allegheny Financial Group LTD | 6,241 | $370.7K | 0.11% | −24−0.4% | Reduced |
| Legacy Bridge, LLC | 6,229 | $369.9K | 0.22% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,226 | $369.8K | 0.03% | −98,933−94.1% | Reduced |
| Heritage Investment Group, Inc. | 6,205 | $369.0K | 0.08% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 6,200 | $368.2K | 0.02% | −900−12.7% | Reduced |
| Allen Capital Group, LLC | 6,200 | $368.2K | 0.05% | +133+2.2% | Added |
| Wealthstream Advisors, Inc. | 6,196 | $368.0K | 0.13% | +96+1.6% | Added |
| Camden National Bank | 6,194 | $367.9K | 0.06% | +6,194 | New |
| Epiq Partners, LLC | 6,190 | $367.6K | 0.25% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 6,186 | $367.4K | 0.02% | +6,186 | New |
| M3 Advisory Group, LLC | 6,128 | $364.0K | 0.30% | +200+3.4% | Added |
| CoreFirst Bank & Trust | 6,125 | $363.8K | 0.24% | −70−1.1% | Reduced |
| Silverlake Wealth Management LLC | 6,093 | $361.9K | 0.15% | +513+9.2% | Added |
| Verus Capital Partners, LLC | 6,080 | $361.1K | 0.04% | +1,207+24.8% | Added |
| Lakeridge Wealth Management LLC | 6,079 | $361.1K | 0.22% | +6,079 | New |
| Family Firm, Inc. | 6,064 | $360.2K | 0.08% | −82−1.3% | Reduced |
| SeaBridge Investment Advisors LLC | 6,045 | $359.0K | 0.09% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 6,041 | $358.8K | 0.30% | +20.0% | Added |
| Candriam Luxembourg S.C.A. | 6,032 | $358.2K | 0.00% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 6,024 | $357.8K | 0.14% | +851+16.5% | Added |
| Relyea Zuckerberg Hanson LLC | 6,014 | $357.2K | 0.06% | +165+2.8% | Added |
| 180 Wealth Advisors, LLC | 5,936 | $357.1K | 0.06% | +5,936 | New |
| Fenimore Asset Management Inc | 6,000 | $356.3K | 0.01% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 6,000 | $356.3K | 0.30% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 5,997 | $356.1K | 0.08% | +19+0.3% | Added |
| Burton Enright Welch | 5,996 | $356.1K | 0.08% | −155−2.5% | Reduced |
| Arrow Financial Corp | 5,993 | $355.9K | 0.03% | −280−4.5% | Reduced |
| Stiles Financial Services Inc | 5,986 | $355.5K | 0.14% | −567−8.7% | Reduced |
| LongView Wealth Management | 5,981 | $355.2K | 0.13% | +5,981 | New |
| SPC Financial, Inc. | 5,957 | $353.8K | 0.03% | +10.0% | Added |
| Oliver Luxxe Assets LLC | 5,941 | $352.8K | 0.07% | +39+0.7% | Added |
| Encompass More Asset Management | 5,936 | $352.5K | 0.25% | +512+9.4% | Added |
| Atwood & Palmer Inc | 5,925 | $351.9K | 0.03% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 5,900 | $350.4K | 0.09% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5,897 | $350.2K | 0.20% | +203+3.6% | Added |
| Investment Advisory Group, LLC | 5,883 | $349.4K | 0.14% | +21+0.4% | Added |
| Cornerstone Wealth Group, LLC | 5,881 | $349.3K | 0.03% | +842+16.7% | Added |
| Arcataur Capital Management LLC | 5,854 | $347.7K | 0.12% | −60−1.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 5,972 | $347.6K | 0.28% | +660+12.4% | Added |
| Wayfinding Financial, LLC | 5,826 | $346.0K | 0.19% | −413−6.6% | Reduced |
| Ballast, Inc. | 5,813 | $345.2K | 0.11% | +123+2.2% | Added |
| Blue Barn Wealth, LLC | 5,812 | $345.2K | 0.19% | +315+5.7% | Added |
| Zullo Investment Group, Inc. | 5,804 | $344.8K | 0.15% | −4−0.1% | Reduced |
| Callan Capital, LLC | 5,804 | $344.7K | 0.03% | +342+6.3% | Added |
| MSH Capital Advisors LLC | 5,781 | $343.3K | 0.11% | +11+0.2% | Added |
| Indiana Trust & Investment Management CO | 5,780 | $343.3K | 0.13% | +765+15.3% | Added |
| Smithfield Trust Co | 5,753 | $342.0K | 0.02% | −75−1.3% | Reduced |
| Parsons Capital Management Inc | 5,754 | $341.7K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,745 | $341.2K | 0.02% | −669−10.4% | Reduced |
| Slagle Financial, LLC | 5,731 | $340.4K | 0.17% | −39,131−87.2% | Reduced |
| GYL Financial Synergies, LLC | 5,719 | $339.6K | 0.03% | −1,478−20.5% | Reduced |
| Narwhal Capital Management | 5,710 | $339.1K | 0.03% | −58−1.0% | Reduced |
| Summit Global Investments | 5,713 | $339.0K | 0.02% | −112−1.9% | Reduced |
| Cascade Financial Partners, LLC | 5,663 | $336.3K | 0.04% | −1,000−15.0% | Reduced |
| Bank of Hawaii | 5,651 | $335.6K | 0.02% | +908+19.1% | Added |
| G2 Capital Management, LLC | 5,647 | $335.4K | 0.10% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 5,637 | $334.8K | 0.10% | +197+3.6% | Added |
| APCM Wealth Management for Individuals | 5,629 | $334.3K | 0.05% | −417−6.9% | Reduced |
| Five Oceans Advisors | 5,619 | $333.7K | 0.17% | +1,216+27.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,614 | $333.4K | 0.08% | −275−4.7% | Reduced |
| McAdam, LLC | 5,609 | $333.1K | 0.02% | +178+3.3% | Added |
| Detalus Advisors, LLC | 5,600 | $332.6K | 0.11% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5,585 | $331.7K | 0.07% | +101+1.8% | Added |
| Smith, Moore & Co. | 5,562 | $330.3K | 0.03% | −965−14.8% | Reduced |
| Red Door Wealth Management, LLC | 5,549 | $329.6K | 0.06% | −1,086−16.4% | Reduced |
| Pensionmark Financial Group, LLC | 5,531 | $328.5K | 0.02% | +5,531 | New |
| Icapital Wealth LLC | 5,530 | $328.4K | 0.18% | −1,970−26.3% | Reduced |
| Crewe Advisors LLC | 5,517 | $327.7K | 0.04% | +306+5.9% | Added |
| Legacy Private Trust Co. | 5,505 | $326.9K | 0.02% | +300+5.8% | Added |
| Advisory Alpha, LLC | 5,490 | $326.1K | 0.01% | +270+5.2% | Added |
| China Universal Asset Management Co., Ltd. | 5,484 | $325.7K | 0.05% | −1,808−24.8% | Reduced |
| Weinberger Asset Management, Inc | 5,470 | $324.9K | 0.15% | +28+0.5% | Added |
| Eagle Harbor Asset Management Inc | 5,457 | $324.1K | 0.35% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 5,450 | $323.7K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,425 | $322.2K | 0.16% | −195−3.5% | Reduced |
| Charter Trust Co | 5,412 | $321.4K | 0.02% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 5,410 | $321.3K | 0.05% | +5,410 | New |
| HHM Wealth Advisors, LLC | 5,404 | $320.9K | 0.05% | −241−4.3% | Reduced |
| Bruce G. Allen Investments, LLC | 5,401 | $320.8K | 0.27% | +296+5.8% | Added |
| Mosaic Family Wealth Partners, LLC | 5,395 | $320.4K | 0.05% | +78+1.5% | Added |
| Bridgewealth Advisory Group, LLC | 5,394 | $320.4K | 0.14% | +10.0% | Added |
| Inscription Capital, LLC | 5,390 | $320.1K | 0.05% | 00.0% | Unchanged |