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.
| 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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,950 | $175.2K | 0.07% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,817 | $167.3K | 0.09% | −352−11.1% | Reduced |
| West Paces Advisors Inc. | 2,793 | $165.9K | 0.04% | −120−4.1% | Reduced |
| Clear Investment Research, LLC | 2,734 | $162.4K | 0.21% | 00.0% | Unchanged |
| ORG Partners LLC | 2,690 | $161.9K | 0.02% | +2,474+1,145.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,715 | $161.2K | 0.03% | +400+17.3% | Added |
| Rosenberg Matthew Hamilton | 2,573 | $155.9K | 0.05% | 00.0% | Unchanged |
| New Millennium Group LLC | 2,612 | $155.1K | 0.10% | +2,612 | New |
| Missouri Trust & Investment Co | 2,605 | $154.7K | 0.06% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,597 | $154.2K | 0.06% | +10.0% | Added |
| CNB Bank | 2,583 | $153.4K | 0.07% | −31−1.2% | Reduced |
| First United Bank Trust | 2,484 | $147.5K | 0.05% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,846 | $140.1K | 0.10% | +10+0.4% | Added |
| Community Bank, N.A. | 2,312 | $137.3K | 0.02% | −1,813−44.0% | Reduced |
| Ostrum Asset Management | 2,300 | $136.6K | 0.01% | −180−7.3% | Reduced |
| Venturi Wealth Management, LLC | 2,278 | $135.3K | 0.01% | +1,542+209.5% | Added |
| Y.D. More Investments Ltd | 2,255 | $133.9K | 0.01% | +1,916+565.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,253 | $133.0K | 0.04% | −701−23.7% | Reduced |
| Gables Capital Management Inc. | 2,200 | $130.7K | 0.07% | +400+22.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $130.3K | 0.05% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,183 | $129.6K | 0.04% | −177−7.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,150 | $127.7K | 0.03% | +3+0.1% | Added |
| Colonial Trust Co | 2,139 | $127.0K | 0.02% | −822−27.8% | Reduced |
| Trust Co | 2,087 | $123.9K | 0.02% | −250−10.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,040 | $121.2K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 2,037 | $121.0K | 0.10% | +2,037 | New |
| Syntax Research, Inc. | 2,036 | $120.9K | 0.10% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,021 | $120.0K | 0.05% | 00.0% | Unchanged |
| Activest Wealth Management | 2,012 | $119.5K | 0.04% | +1,200+147.8% | Added |
| Spirit of America Management Corp | 2,000 | $118.8K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 2,000 | $118.8K | 0.03% | +1,000+100.0% | Added |
| Armstrong Advisory Group, Inc | 1,983 | $117.8K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,934 | $114.8K | 0.02% | −6−0.3% | Reduced |
| Northwest Capital Management Inc | 1,908 | $113.3K | 0.04% | −29,787−94.0% | Reduced |
| Glen Eagle Advisors, LLC | 1,908 | $113.3K | 0.02% | −432−18.5% | Reduced |
| Laffer Tengler Investments | 1,903 | $113.0K | 0.02% | −79−4.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $113.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,898 | $112.7K | 0.05% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,883 | $111.8K | 0.08% | −63−3.2% | Reduced |
| Centerpoint Advisors, LLC | 1,863 | $111.0K | 0.04% | −161−8.0% | Reduced |
| WR Wealth Planners, LLC | 1,867 | $110.9K | 0.03% | +344+22.6% | Added |
| Winch Advisory Services, LLC | 1,838 | $109.1K | 0.03% | +10+0.5% | Added |
| Christopher J. Hasenberg, Inc | 1,809 | $107.4K | 0.05% | +1,809 | New |
| American National Bank | 1,773 | $105.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,768 | $105.0K | 0.04% | +1,768 | New |
| Addison Advisors LLC | 1,767 | $104.9K | 0.03% | +263+17.5% | Added |
| Nixon Capital, LLC | 1,720 | $102.2K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,714 | $101.8K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 1,710 | $101.6K | 0.10% | 00.0% | Unchanged |
| First Community Trust NA | 1,704 | $101.2K | 0.09% | +437+34.5% | Added |
| Widmann Financial Services, Inc. | 1,703 | $101.1K | 0.08% | +1,703 | New |
| Key Financial Inc | 1,686 | $100.1K | 0.02% | +209+14.2% | Added |
| Abound Wealth Management | 1,684 | $100.0K | 0.04% | +7+0.4% | Added |
| Rogco, LP | 1,665 | $98.9K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,650 | $98.0K | 0.06% | −1,310−44.3% | Reduced |
| Macroview Investment Management LLC | 1,635 | $97.1K | 0.10% | +135+9.0% | Added |
| Frazier Financial Advisors, LLC | 1,607 | $95.4K | 0.08% | +63+4.1% | Added |
| Heritage Wealth Advisors | 1,606 | $95.4K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,577 | $93.7K | 0.03% | +27+1.7% | Added |
| RFP Financial Group LLC | 1,574 | $93.5K | 0.03% | +1,134+257.7% | Added |
| SJS Investment Consulting Inc. | 1,529 | $90.8K | 0.02% | −57−3.6% | Reduced |
| Independence Bank of Kentucky | 1,515 | $90.0K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,495 | $88.8K | 0.03% | +1,495 | New |
| Carmichael Hill & Associates, Inc. | 1,484 | $88.2K | 0.04% | −1,037−41.1% | Reduced |
| WFA of San Diego, LLC | 1,460 | $86.7K | 0.08% | +1,460 | New |
| Hollencrest Capital Management | 1,457 | $86.5K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,435 | $85.0K | 0.06% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,431 | $85.0K | 0.02% | −186−11.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,429 | $84.9K | 0.01% | +360+33.7% | Added |
| Cranbrook Wealth Management, LLC | 1,425 | $84.6K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,400 | $83.1K | 0.03% | 00.0% | Unchanged |
| Family CFO Inc | 1,347 | $80.0K | 0.05% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,344 | $79.8K | 0.04% | −720−34.9% | Reduced |
| Kessler Investment Group, LLC | 1,328 | $78.9K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,317 | $78.2K | 0.01% | +1+0.1% | Added |
| Union Savings Bank | 1,293 | $76.8K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,279 | $75.9K | 0.03% | +1+0.1% | Added |
| Optimum Investment Advisors | 1,276 | $75.8K | 0.03% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,260 | $74.8K | 0.05% | −95−7.0% | Reduced |
| Ramirez Asset Management, Inc. | 1,244 | $73.9K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,229 | $73.0K | 0.03% | −266−17.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,225 | $72.8K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $72.5K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,218 | $72.3K | 0.04% | +5+0.4% | Added |
| Mendota Financial Group, LLC | 1,206 | $71.6K | 0.04% | −398−24.8% | Reduced |
| Avalon Trust Co | 1,200 | $71.3K | 0.01% | −68−5.4% | Reduced |
| Financial Freedom, LLC | 1,195 | $71.0K | 0.04% | +618+107.1% | Added |
| McIlrath & Eck, LLC | 1,194 | $70.9K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,191 | $70.7K | 0.04% | −174−12.7% | Reduced |
| Old Point Trust & Financial Services N A | 1,183 | $70.3K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,167 | $69.0K | 0.00% | +24+2.1% | Added |
| City Holding Co | 1,160 | $68.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,130 | $67.0K | 0.04% | −514−31.3% | Reduced |
| Silicon Valley Capital Partners | 1,094 | $65.0K | 0.01% | +6+0.6% | Added |
| Spotlight Asset Group, Inc. | 1,091 | $64.8K | 0.05% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,090 | $64.8K | 0.05% | +1,090 | New |
| Motco | 1,082 | $64.3K | 0.00% | +1,000+1,219.5% | Added |
| Annapolis Financial Services, LLC | 1,060 | $63.0K | 0.02% | +2+0.2% | Added |
| Atticus Wealth Management, LLC | 1,050 | $62.4K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,030 | $61.2K | 0.02% | +24+2.4% | Added |