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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 4,592 | $272.7K | 0.13% | −333−6.8% | Reduced |
| First Western Trust Bank | 4,590 | $272.6K | 0.01% | +237+5.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,739 | $272.0K | 0.01% | +4,562+2,577.4% | Added |
| Edgestream Partners, L.P. | 4,578 | $271.9K | 0.01% | +4,578 | New |
| Prentiss Smith & Co Inc | 4,560 | $270.8K | 0.19% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,556 | $270.6K | 0.06% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,547 | $270.1K | 0.03% | +138+3.1% | Added |
| Annex Advisory Services, LLC | 4,546 | $270.0K | 0.01% | −596−11.6% | Reduced |
| Ewa, LLC | 4,485 | $267.6K | 0.11% | +862+23.8% | Added |
| Summit Wealth & Retirement Planning, Inc. | 4,489 | $266.6K | 0.09% | +4,489 | New |
| Holistic Planning, LLC | 4,543 | $263.3K | 0.20% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 4,433 | $263.2K | 0.05% | +383+9.5% | Added |
| Affinity Capital Advisors, LLC | 4,432 | $263.2K | 0.06% | +10.0% | Added |
| Laraway Financial Inc | 4,428 | $263.0K | 0.22% | +10.0% | Added |
| J. Safra Sarasin Holding AG | 4,419 | $262.4K | 0.00% | +4,419 | New |
| TCI Wealth Advisors, Inc. | 4,402 | $261.4K | 0.02% | +160+3.8% | Added |
| Factorial Partners, LLC | 4,400 | $261.3K | 0.16% | −42,000−90.5% | Reduced |
| Prairiewood Capital, LLC | 4,400 | $261.3K | 0.12% | +4,400 | New |
| Capital Square, LLC | 4,398 | $260.1K | 0.17% | −2,000−31.3% | Reduced |
| Asset Dedication, LLC | 4,376 | $259.9K | 0.02% | +324+8.0% | Added |
| New Covenant Trust Company, N.A. | 4,387 | $259.8K | 0.30% | −249−5.4% | Reduced |
| Bill Few Associates, Inc. | 4,370 | $259.5K | 0.10% | −288−6.2% | Reduced |
| Samalin Investment Counsel, LLC | 4,364 | $259.2K | 0.12% | +19+0.4% | Added |
| Stockman Wealth Management, Inc. | 4,338 | $257.6K | 0.05% | −526−10.8% | Reduced |
| Martingale Asset Management L P | 4,330 | $257.2K | 0.01% | +4,330 | New |
| Northeast Financial Consultants Inc | 4,300 | $255.4K | 0.01% | −300−6.5% | Reduced |
| Levin Capital Strategies, L.P. | 4,300 | $255.4K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 4,299 | $255.3K | 0.15% | −120−2.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 4,818 | $254.2K | 0.17% | +4,818 | New |
| BCJ Capital Management, LLC | 4,277 | $254.0K | 0.02% | +4,277 | New |
| Mezzasalma Advisors, LLC | 4,267 | $253.4K | 0.11% | +4,267 | New |
| Chesapeake Wealth Management | 4,266 | $253.4K | 0.09% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 4,260 | $253.0K | 0.09% | +16+0.4% | Added |
| First American Bank | 4,255 | $252.7K | 0.02% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,254 | $252.7K | 0.05% | −322−7.0% | Reduced |
| Investment House LLC | 4,254 | $252.6K | 0.01% | +200+4.9% | Added |
| Romano Brothers and Company | 4,253 | $252.6K | 0.03% | −100−2.3% | Reduced |
| Builder Investment Group Inc | 4,251 | $252.5K | 0.07% | +10.0% | Added |
| Wealth Group, Ltd. | 4,238 | $252.0K | 0.18% | −68−1.6% | Reduced |
| Arista Wealth Management, LLC | 4,243 | $252.0K | 0.07% | +4,243 | New |
| Tradewinds Capital Management, LLC | 4,238 | $251.7K | 0.07% | +13+0.3% | Added |
| WealthTrust Axiom LLC | 4,237 | $251.6K | 0.08% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 4,236 | $251.6K | 0.13% | +13+0.3% | Added |
| Professional Financial Advisors, LLC | 4,231 | $251.3K | 0.07% | +23+0.5% | Added |
| Fermata Advisors, LLC | 4,229 | $251.2K | 0.06% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 4,226 | $251.0K | 0.02% | −1,581−27.2% | Reduced |
| Mirador Capital Partners LP | 4,226 | $251.0K | 0.05% | −157−3.6% | Reduced |
| DeepCurrents Investment Group LLC | 4,223 | $250.8K | 0.01% | −2,958−41.2% | Reduced |
| IFG Advisors, LLC | 4,209 | $250.0K | 0.06% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,208 | $249.9K | 0.05% | +4,208 | New |
| Private Capital Management LLC | 4,195 | $249.1K | 0.05% | −225−5.1% | Reduced |
| James Hambro & Partners | 4,194 | $249.1K | 0.01% | 00.0% | Unchanged |
| HC Advisors, LLC | 4,193 | $249.0K | 0.23% | −190−4.3% | Reduced |
| Concentrum Wealth Management | 4,184 | $248.5K | 0.10% | −87−2.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 4,168 | $247.5K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 4,158 | $246.9K | 0.04% | −1,512−26.7% | Reduced |
| Gould Asset Management LLC | 4,157 | $246.9K | 0.06% | 00.0% | Unchanged |
| Arden Trust Co | 4,155 | $246.8K | 0.03% | 00.0% | Unchanged |
| Tillman Hartley LLC | 4,147 | $246.3K | 0.08% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 4,141 | $245.9K | 0.01% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 4,125 | $245.0K | 0.18% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 4,121 | $244.8K | 0.15% | +4,121 | New |
| Custom Index Systems, LLC | 4,121 | $244.7K | 0.14% | −713−14.7% | Reduced |
| Avaii Wealth Management, LLC | 4,114 | $244.4K | 0.14% | −569−12.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,105 | $243.8K | 0.08% | +4,105 | New |
| WealthPLAN Partners, LLC | 4,106 | $243.8K | 0.03% | −147−3.5% | Reduced |
| Financial Security Advisor, Inc. | 4,104 | $243.7K | 0.08% | +13+0.3% | Added |
| Ipswich Investment Management Co., Inc. | 4,101 | $243.6K | 0.06% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 4,100 | $243.5K | 0.20% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,089 | $242.8K | 0.04% | +143+3.6% | Added |
| Encompass Wealth Advisors, LLC | 4,060 | $241.1K | 0.06% | +7+0.2% | Added |
| Blue Bell Private Wealth Management, LLC | 4,058 | $241.0K | 0.05% | −119−2.8% | Reduced |
| Twin Focus Capital Partners, LLC | 4,047 | $240.4K | 0.04% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,042 | $240.1K | 0.01% | +289+7.7% | Added |
| Woodstock Corp | 4,030 | $239.3K | 0.02% | −175−4.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,030 | $239.3K | 0.06% | +200+5.2% | Added |
| Solidarilty Wealth, LLC | 4,023 | $238.9K | 0.07% | 00.0% | Unchanged |
| Sym Financial Corp | 4,020 | $238.8K | 0.04% | +4,020 | New |
| Hurlow Wealth Management Group, Inc. | 4,017 | $238.6K | 0.08% | 00.0% | Unchanged |
| United Bank | 4,000 | $237.6K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 3,995 | $237.3K | 0.10% | −95−2.3% | Reduced |
| Warwick Investment Management, Inc. | 3,989 | $236.9K | 0.06% | −1,005−20.1% | Reduced |
| Evernest Financial Advisors, LLC | 3,987 | $236.8K | 0.11% | +3,987 | New |
| Amarillo National Bank | 3,985 | $236.7K | 0.05% | −500−11.1% | Reduced |
| Strategic Wealth Designers | 3,897 | $236.1K | 0.03% | +3,897 | New |
| SignalPoint Asset Management, LLC | 3,974 | $236.0K | 0.06% | −59−1.5% | Reduced |
| Monterey Private Wealth, Inc. | 3,969 | $235.7K | 0.09% | +3,969 | New |
| One Wealth Management Investment & Advisory Services, LLC | 3,963 | $235.4K | 0.09% | −116−2.8% | Reduced |
| M&R Capital Management Inc | 3,962 | $235.3K | 0.06% | +8+0.2% | Added |
| Towerpoint Wealth, LLC | 3,946 | $234.4K | 0.12% | +385+10.8% | Added |
| Consolidated Planning Corp | 3,942 | $234.1K | 0.04% | −926−19.0% | Reduced |
| Coyle Financial Counsel LLC | 4,038 | $234.0K | 0.08% | 00.0% | Unchanged |
| First Personal Financial Services | 3,933 | $233.6K | 0.05% | −361−8.4% | Reduced |
| First County Bank | 3,931 | $233.5K | 0.12% | −220−5.3% | Reduced |
| Moloney Securities Asset Management, LLC | 3,923 | $233.0K | 0.03% | −122−3.0% | Reduced |
| FDx Advisors, Inc. | 3,921 | $233.0K | 0.06% | −19,884−83.5% | Reduced |
| Blueshift Asset Management, LLC | 3,920 | $232.8K | 0.08% | +3,920 | New |
| 17 Capital Partners, LLC | 3,918 | $232.7K | 0.17% | −48−1.2% | Reduced |
| Powers Advisory Group, LLC | 3,917 | $232.6K | 0.13% | −565−12.6% | Reduced |
| American Trust | 3,913 | $232.4K | 0.02% | +175+4.7% | Added |