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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 5,377 | $319.4K | 0.04% | +161+3.1% | Added |
| Optas, LLC | 5,376 | $319.3K | 0.08% | +466+9.5% | Added |
| Nelson Capital Management, LLC | 5,370 | $318.9K | 0.06% | +5,370 | New |
| Alaethes Wealth LLC | 5,363 | $318.5K | 0.13% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5,362 | $318.4K | 0.06% | +622+13.1% | Added |
| Aviso Financial Inc. | 5,358 | $318.2K | 0.02% | +5,358 | New |
| Security National Bank of So Dak | 5,357 | $318.2K | 0.19% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5,332 | $316.7K | 0.02% | −3,511−39.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,320 | $316.0K | 0.19% | −340−6.0% | Reduced |
| Duncker Streett & Co Inc | 5,318 | $315.8K | 0.06% | −124−2.3% | Reduced |
| New Republic Capital, LLC | 5,316 | $315.7K | 0.16% | +195+3.8% | Added |
| Jacobsen Capital Management | 5,310 | $315.4K | 0.14% | +389+7.9% | Added |
| CKW Financial Group | 5,200 | $315.0K | 0.04% | −1,200−18.8% | Reduced |
| Constitution Capital LLC | 5,300 | $314.8K | 0.17% | 00.0% | Unchanged |
| Raelipskie Partnership | 5,300 | $314.8K | 0.17% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,299 | $314.8K | 0.01% | −19,213−78.4% | Reduced |
| Coastline Trust Co | 5,272 | $313.1K | 0.04% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 5,268 | $312.9K | 0.05% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 6,331 | $311.6K | 0.02% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,244 | $311.4K | 0.20% | +73+1.4% | Added |
| Beach Investment Counsel Inc | 5,233 | $311.0K | 0.04% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 5,222 | $310.1K | 0.21% | −1,143−18.0% | Reduced |
| Boston Mountain Money Management Inc | 5,210 | $309.4K | 0.20% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 5,210 | $309.4K | 0.15% | −210−3.9% | Reduced |
| MKT Advisors LLC | 5,149 | $308.3K | 0.15% | +8+0.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 5,188 | $308.1K | 0.07% | +927+21.8% | Added |
| Pine Valley Investments Ltd Liability Co | 5,187 | $308.0K | 0.02% | +10.0% | Added |
| Regent Peak Wealth Advisors LLC | 5,172 | $307.2K | 0.08% | +272+5.6% | Added |
| Pegasus Partners Ltd. | 5,154 | $306.1K | 0.03% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 5,133 | $304.9K | 0.10% | −27−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 5,132 | $304.8K | 0.05% | +661+14.8% | Added |
| Hohimer Wealth Management, LLC | 5,123 | $304.3K | 0.07% | −200−3.8% | Reduced |
| Burt Wealth Advisors | 5,117 | $303.9K | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,113 | $303.7K | 0.05% | +29+0.6% | Added |
| Ellevest, Inc. | 5,110 | $303.5K | 0.02% | −127−2.4% | Reduced |
| Whalerock Point Partners, LLC | 5,108 | $303.4K | 0.08% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 5,079 | $301.6K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 5,052 | $300.0K | 0.08% | −1,289−20.3% | Reduced |
| Mokosak Advisory Group, LLC | 5,041 | $299.4K | 0.10% | +26+0.5% | Added |
| Larson Financial Group LLC | 5,032 | $298.8K | 0.02% | +3,305+191.4% | Added |
| Howe & Rusling Inc | 5,029 | $298.7K | 0.03% | −310−5.8% | Reduced |
| Colonial Trust Advisors | 5,007 | $297.4K | 0.03% | +373+8.0% | Added |
| Verity & Verity, LLC | 5,001 | $297.0K | 0.03% | 00.0% | Unchanged |
| Puzo Michael J | 5,000 | $296.9K | 0.08% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 5,000 | $296.9K | 0.09% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,000 | $296.9K | 0.13% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,926 | $296.7K | 0.00% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4,993 | $296.5K | 0.04% | +349+7.5% | Added |
| Quantum Financial Advisors, LLC | 4,992 | $296.5K | 0.05% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 4,988 | $296.2K | 0.07% | +658+15.2% | Added |
| CBOE Vest Financial, LLC | 4,977 | $295.6K | 0.01% | −93−1.8% | Reduced |
| Leo Wealth, LLC | 4,915 | $294.1K | 0.03% | +168+3.5% | Added |
| GFS Advisors, LLC | 400 | $294.0K | 0.05% | −4,548−91.9% | Reduced |
| WoodTrust Financial Corp | 4,947 | $294.0K | 0.05% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,949 | $294.0K | 0.02% | +4,949 | New |
| Strategic Blueprint, LLC | 4,947 | $293.8K | 0.02% | −946−16.1% | Reduced |
| Founders Capital Management | 4,942 | $293.5K | 0.19% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,940 | $293.4K | 0.15% | −567−10.3% | Reduced |
| Willner & Heller, LLC | 4,937 | $293.2K | 0.28% | +29+0.6% | Added |
| Prelude Capital Management, LLC | 4,923 | $292.4K | 0.02% | +860+21.2% | Added |
| Sachetta, LLC | 4,867 | $292.1K | 0.13% | +213+4.6% | Added |
| Successful Portfolios LLC | 4,915 | $291.9K | 0.20% | −1,349−21.5% | Reduced |
| Check Capital Management Inc | 4,913 | $291.8K | 0.02% | −150−3.0% | Reduced |
| Walker Asset Management, LLC | 4,908 | $291.5K | 0.20% | +25+0.5% | Added |
| Brave Asset Management Inc | 4,905 | $291.3K | 0.07% | +4,905 | New |
| Penserra Capital Management LLC | 4,897 | $291.0K | 0.00% | −796−14.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,897 | $290.3K | 0.06% | +625+11.9% | Added |
| Green Square Capital Advisors LLC | 4,884 | $290.1K | 0.04% | −2,518−34.0% | Reduced |
| SYSTM Wealth Solutions LLC | 4,874 | $289.5K | 0.06% | −26,859−84.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,860 | $288.7K | 0.07% | +8+0.2% | Added |
| Salomon & Ludwin, LLC | 4,857 | $288.5K | 0.03% | −324−6.3% | Reduced |
| Guardian Wealth Management, Inc. | 4,854 | $288.3K | 0.22% | −370−7.1% | Reduced |
| Forte Capital LLC | 4,853 | $288.2K | 0.03% | −200−4.0% | Reduced |
| Vaughan David Investments LLC | 4,845 | $288.0K | 0.01% | 00.0% | Unchanged |
| MBL Wealth, LLC | 4,836 | $287.2K | 0.03% | +112+2.4% | Added |
| Waypoint Capital Advisors, LLC | 4,833 | $287.1K | 0.07% | +398+9.0% | Added |
| Connecticut Wealth Management, LLC | 4,817 | $286.1K | 0.01% | +4,817 | New |
| Girard Partners Ltd. | 4,810 | $285.7K | 0.03% | −51−1.0% | Reduced |
| Wealth Management Associates, Inc. | 4,807 | $285.5K | 0.13% | 00.0% | Unchanged |
| Axq Capital, LP | 4,799 | $285.0K | 0.07% | +4,799 | New |
| Rational Advisors LLC | 4,797 | $284.9K | 0.03% | +3,023+170.4% | Added |
| Klingenstein Fields & Co LP | 4,777 | $283.7K | 0.01% | +20.0% | Added |
| Hayek Kallen Investment Management | 4,760 | $283.0K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 4,759 | $282.6K | 0.08% | −190−3.8% | Reduced |
| Millennium Capital Advisors, LLC | 4,750 | $282.1K | 0.19% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4,748 | $282.0K | 0.09% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 4,739 | $281.4K | 0.07% | −233−4.7% | Reduced |
| Heartwood Wealth Advisors LLC | 4,718 | $280.2K | 0.03% | +1,235+35.5% | Added |
| Talisman Wealth Advisors LLC | 4,717 | $280.2K | 0.32% | +50+1.1% | Added |
| O'Rourke & Company, Inc | 4,720 | $280.0K | 0.16% | +3+0.1% | Added |
| Redhawk Wealth Advisors, Inc. | 4,709 | $279.7K | 0.04% | −530−10.1% | Reduced |
| Buckhead Capital Management LLC | 4,689 | $278.5K | 0.09% | +225+5.0% | Added |
| Caldwell Sutter Capital, Inc. | 4,683 | $278.1K | 0.14% | −394−7.8% | Reduced |
| First Command Advisory Services, Inc. | 4,676 | $277.7K | 0.00% | −76−1.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,674 | $277.6K | 0.05% | +107+2.3% | Added |
| Alternative Investment Advisors, LLC. | 4,646 | $276.0K | 0.16% | −399−7.9% | Reduced |
| GW&K Investment Management, LLC | 4,644 | $276.0K | 0.00% | −1,738−27.2% | Reduced |
| Octavia Wealth Advisors, LLC | 4,643 | $275.7K | 0.04% | +71+1.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,642 | $275.7K | 0.11% | +4,642 | New |
| Community Trust & Investment Co | 4,619 | $274.3K | 0.02% | 00.0% | Unchanged |