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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
2,263
+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
792 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.

Institutional holdersQ2 2024: 2,264 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,883 institutions
Value heldQ2 2024: $152.8B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,883$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2024.

Institutions holding WFC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Goldstone Financial Group, LLC3,899$231.6K0.05%+431+12.4%Added
X-Square Capital, LLC3,896$231.0K0.11%−246−5.9%Reduced
Wedgewood Investors Inc3,884$230.7K0.27%+3,884New
Cozad Asset Management Inc3,883$230.6K0.02%+241+6.6%Added
Full Sail Capital, LLC3,881$230.5K0.02%+77+2.0%Added
First Pacific Financial3,879$230.4K0.06%00.0%Unchanged
Nations Financial Group Inc,3,856$229.1K0.02%−2,258−36.9%Reduced
Black Diamond Financial, LLC3,855$229.0K0.04%+3,855New
Power Wealth Management LLC3,855$228.9K0.11%+193+5.3%Added
Cottonwood Capital Advisors, LLC3,817$228.5K0.18%+3+0.1%Added
Hara Capital LLC3,846$228.4K0.15%−49−1.3%Reduced
Oak Harbor Wealth Partners, LLC3,839$228.0K0.07%−811−17.4%Reduced
Pinnacle Holdings, LLC3,838$227.9K0.09%−295−7.1%Reduced
Petix & Botte Co3,828$227.3K0.06%+3,828New
Bernardo Wealth Planning LLC3,826$227.2K0.06%00.0%Unchanged
Tompkins Financial Corp3,820$226.9K0.02%00.0%Unchanged
Mill Creek Capital Advisors, LLC3,816$226.6K0.01%+3,816New
Alan B. Lancz & Associates, Inc.3,800$225.7K0.22%+3,800New
First Foundation Advisors3,797$225.5K0.01%00.0%Unchanged
Winton Group Ltd3,787$224.9K0.02%+3,787New
Invenio Wealth Partners LLC3,783$224.7K0.11%−284−7.0%Reduced
Maia Wealth LLC3,889$224.5K0.07%+3,889New
Brio Consultants, LLC3,769$223.9K0.04%00.0%Unchanged
HRC Wealth Management, LLC3,766$223.7K0.15%+10+0.3%Added
Heritage Wealth Management, Inc.3,745$223.3K0.07%+3,745New
Balentine LLC3,756$223.1K0.01%−20,099−84.3%Reduced
WMS Partners, LLC3,753$222.9K0.01%+3,753New
Rise Advisors, LLC3,745$222.4K0.12%+22+0.6%Added
Keebeck Alpha, LP3,732$221.6K0.16%+3,732New
Boston Family Office LLC3,698$220.0K0.02%00.0%Unchanged
Vantage Financial Partners Ltd., Inc.3,700$219.7K0.05%00.0%Unchanged
Centennial Bank3,694$219.2K0.11%−295−7.4%Reduced
V-Square Quantitative Management LLC3,688$219.0K0.04%−13,607−78.7%Reduced
Hazlett, Burt & Watson, Inc.3,687$219.0K0.11%00.0%Unchanged
Eagle Wealth Strategies LLC3,684$218.8K0.18%−29−0.8%Reduced
Affiance Financial, LLC3,683$218.7K0.06%00.0%Unchanged
Traveka Wealth, LLC3,680$218.5K0.11%+10.0%Added
WSFS Capital Management, LLC3,675$218.3K0.01%00.0%Unchanged
Zhang Financial LLC3,674$218.2K0.02%+3,674New
Endowment Wealth Management, Inc.3,666$217.7K0.16%+66+1.8%Added
Stokes Family Office, LLC3,654$217.0K0.03%+3,654New
Outlook Wealth Advisors, LLC3,649$216.7K0.10%+7+0.2%Added
Novare Capital Management LLC3,649$216.7K0.02%+3,649New
Seed Wealth Management, Inc.3,643$216.4K0.19%00.0%Unchanged
Florida Financial Advisors, LLC3,621$215.1K0.13%+3,621New
Hantz Financial Services, Inc.3,599$214.0K0.00%−53−1.5%Reduced
Financial Management Network Inc3,579$213.4K0.05%−149−4.0%Reduced
Copperleaf Capital, LLC3,579$212.6K0.17%−191−5.1%Reduced
First American Trust, FSB3,568$211.9K0.02%+3,568New
Cable Hill Partners, LLC3,566$211.8K0.02%+3,566New
Finer Wealth Management, Inc.3,551$210.9K0.14%−30−0.8%Reduced
Pinnacle Wealth Management Group, Inc.3,550$210.8K0.14%00.0%Unchanged
Wealthquest Corp3,548$210.7K0.02%−61−1.7%Reduced
Oxbow Advisors, LLC3,533$209.8K0.02%00.0%Unchanged
Keebeck Wealth Management, LLC3,533$209.8K0.03%00.0%Unchanged
Emergent Wealth Advisors, LLC3,442$209.5K0.17%+3,442New
DT Investment Partners, LLC3,524$209.3K0.02%+1,584+81.6%Added
Convergence Financial, LLC3,518$208.9K0.06%+3,518New
Buttonwood Financial Advisors Inc.3,518$208.9K0.10%−10.0%Reduced
McKinley Carter Wealth Services, Inc.3,516$208.8K0.01%+21+0.6%Added
IFG Advisory, LLC3,511$208.5K0.01%+3,511New
Cedar Point Capital Partners, LLC3,510$208.5K0.16%−54−1.5%Reduced
RKL Wealth Management LLC3,510$208.4K0.02%−33−0.9%Reduced
AJOVista, LLC3,509$208.4K0.60%00.0%Unchanged
Sunburst Financial Group, LLC3,501$207.9K0.06%+3,501New
Deltec Asset Management LLC3,500$207.9K0.04%00.0%Unchanged
SRS Capital Advisors, Inc.3,499$207.8K0.02%+916+35.5%Added
Southland Equity Partners LLC3,492$207.4K0.06%+3,492New
Boyd Watterson Asset Management LLC3,482$206.8K0.06%00.0%Unchanged
Northstar Group, Inc.3,479$206.6K0.04%00.0%Unchanged
Principal Street Partners, LLC3,478$206.6K0.04%00.0%Unchanged
Madrona Financial Services, LLC3,476$206.4K0.06%+2+0.1%Added
Trust Co of Virginia3,476$206.4K0.02%00.0%Unchanged
Versant Capital Management, Inc3,474$206.3K0.05%+1,173+51.0%Added
Sprinkle Financial Consultants LLC3,473$206.3K0.16%00.0%Unchanged
Quantum Private Wealth, LLC3,463$205.7K0.07%00.0%Unchanged
Cherry Tree Wealth Management, LLC3,459$205.4K0.05%00.0%Unchanged
Geller Advisors LLC3,450$204.9K0.02%+3,450New
Lion Street Advisors, LLC3,438$204.2K0.08%+3,438New
Juncture Wealth Strategies, LLC3,430$203.7K0.09%+3,430New
Capital Advisors Wealth Management, LLC3,418$203.0K0.04%+3,418New
Spectrum Planning & Advisory Services Inc.3,529$202.6K0.20%+3,529New
Claret Asset Management Corp3,402$202.0K0.04%+3,402New
SFE Investment Counsel3,399$201.9K0.04%+3,399New
New Jersey Better Educational Savings Trust3,398$201.8K0.40%−4,003−54.1%Reduced
Pacific Sage Partners, LLC3,388$201.2K0.05%+3,388New
Kayne Anderson Rudnick Investment Management LLC3,386$201.1K0.00%−1,338−28.3%Reduced
City State Bank3,379$200.7K0.08%−250−6.9%Reduced
Northwest Investment Counselors, LLC3,371$200.2K0.05%−750−18.2%Reduced
J.Safra Asset Management Corp3,365$199.8K0.02%+2,625+354.7%Added
Hall Laurie J Trustee3,347$199.0K0.07%00.0%Unchanged
Bangor Savings Bank3,340$198.4K0.02%−10−0.3%Reduced
Capital Advisors, Ltd. LLC3,327$198.0K0.03%+307+10.2%Added
West Financial Advisors, LLC3,242$192.5K0.04%−797−19.7%Reduced
Hillsdale Investment Management Inc.3,150$187.1K0.01%−100−3.1%Reduced
Capital Analysts, LLC3,121$186.0K0.01%+404+14.9%Added
Bell Investment Advisors, Inc3,128$185.8K0.04%−545−14.8%Reduced
Grove Bank & Trust3,014$179.0K0.03%00.0%Unchanged
SOA Wealth Advisors, LLC.2,978$176.9K0.04%00.0%Unchanged
Creative Financial Designs Inc2,973$176.5K0.02%−148−4.7%Reduced