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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 1,011 | $60.1K | 0.02% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 1,003 | $59.6K | 0.03% | +1,003 | New |
| Manitou Investment Management Ltd. | 1,000 | $59.4K | 0.01% | −472,307−99.8% | Reduced |
| Clean Yield Group | 1,000 | $59.4K | 0.02% | −1,000−50.0% | Reduced |
| Westport Asset Management Inc | 1,000 | $59.4K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,000 | $59.4K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,000 | $59.4K | 0.02% | +1,000 | New |
| Richardson Financial Services Inc. | 995 | $59.1K | 0.04% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 1,000 | $59.0K | 0.04% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 980 | $58.2K | 0.01% | +980 | New |
| Foster Dykema Cabot & Partners, LLC | 979 | $58.1K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 958 | $58.0K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 921 | $54.7K | 0.00% | −7,505−89.1% | Reduced |
| Lam Group, Inc. | 900 | $53.5K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 899 | $53.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 897 | $53.3K | 0.00% | +34+3.9% | Added |
| Security National Bank | 896 | $53.2K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 900 | $53.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 890 | $52.9K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 880 | $52.3K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 865 | $51.3K | 0.00% | +305+54.5% | Added |
| Signature Resources Capital Management, LLC | 851 | $50.5K | 0.04% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 843 | $50.0K | 0.01% | +1+0.1% | Added |
| Pittenger & Anderson Inc | 831 | $49.4K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 818 | $48.6K | 0.02% | −165−16.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 804 | $47.8K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 800 | $47.5K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 780 | $47.0K | 0.04% | +780 | New |
| Transcendent Capital Group LLC | 778 | $46.2K | 0.03% | +123+18.8% | Added |
| BFSG, LLC | 770 | $45.7K | 0.01% | +1+0.1% | Added |
| Private Ocean, LLC | 735 | $43.6K | 0.00% | +165+28.9% | Added |
| Hoese & Co LLP | 724 | $43.4K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 729 | $43.0K | 0.01% | −116−13.7% | Reduced |
| Painted Porch Advisors LLC | 705 | $41.9K | 0.02% | +705 | New |
| Timber Creek Capital Management LLC | 700 | $41.6K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 681 | $40.4K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 646 | $38.4K | 0.03% | +565+697.5% | Added |
| Wetzel Investment Advisors, Inc. | 660 | $38.3K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 630 | $37.4K | 0.03% | +220+53.7% | Added |
| Park Place Capital Corp | 625 | $37.1K | 0.01% | +148+31.0% | Added |
| Fortis Group Advisors, LLC | 620 | $36.8K | 0.01% | −4,269−87.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 605 | $35.9K | 0.01% | +57+10.4% | Added |
| Cornerstone Planning Group LLC | 686 | $35.7K | 0.01% | +54+8.5% | Added |
| Aristotle Capital Management, LLC | 600 | $35.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 600 | $35.6K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 599 | $35.6K | 0.03% | −469−43.9% | Reduced |
| Caitlin John, LLC | 566 | $33.6K | 0.02% | −305−35.0% | Reduced |
| ICA Group Wealth Management, LLC | 561 | $33.3K | 0.02% | −3,205−85.1% | Reduced |
| St. Johns Investment Management Company, LLC | 553 | $32.8K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 534 | $31.7K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 523 | $31.1K | 0.00% | −256−32.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 520 | $30.9K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 501 | $29.8K | 0.01% | +305+155.6% | Added |
| Orion Capital Management LLC | 500 | $29.7K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 500 | $29.7K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 485 | $28.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 477 | $28.3K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 477 | $28.3K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 476 | $28.3K | 0.01% | −149−23.8% | Reduced |
| Byrne Asset Management LLC | 490 | $28.1K | 0.02% | +50+11.4% | Added |
| Stone House Investment Management, LLC | 470 | $27.9K | 0.01% | +3+0.6% | Added |
| JDM Financial Group LLC | 465 | $27.6K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 460 | $27.0K | 0.00% | +54+13.3% | Added |
| Private Wealth Management Group, LLC | 450 | $26.7K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 427 | $25.4K | 0.01% | +2+0.5% | Added |
| Mattson Financial Services, LLC | 419 | $24.9K | 0.01% | +419 | New |
| MB, Levis & Associates, LLC | 419 | $24.9K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 400 | $23.8K | 0.01% | +400 | New |
| Costello Asset Management, INC | 398 | $23.6K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 386 | $22.9K | 0.00% | +360+1,384.6% | Added |
| Archer Investment Corp | 374 | $22.2K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 372 | $22.1K | 0.00% | +97+35.3% | Added |
| Stephens Consulting, LLC | 355 | $21.1K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 350 | $20.8K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 341 | $20.3K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 337 | $20.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 336 | $20.0K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 327 | $19.4K | 0.01% | −48−12.8% | Reduced |
| Main Street Group, LTD | 320 | $19.4K | 0.01% | −8−2.4% | Reduced |
| Strategic Investment Solutions, Inc. | 433 | $19.1K | 0.01% | +433 | New |
| Redmont Wealth Advisors LLC | 320 | $19.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 314 | $18.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 311 | $18.5K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 301 | $17.9K | 0.01% | +2+0.7% | Added |
| Westside Investment Management, Inc. | 300 | $17.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 300 | $17.8K | 0.01% | +300 | New |
| Dougherty Wealth Advisers LLC | 299 | $17.8K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 298 | $17.7K | 0.01% | +7+2.4% | Added |
| Tidemark, LLC | 295 | $17.5K | 0.01% | −114−27.9% | Reduced |
| Breakwater Investment Management | 288 | $17.1K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 280 | $16.6K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 255 | $15.1K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 249 | $15.1K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 255 | $15.0K | 0.01% | −215−45.7% | Reduced |
| Coston, McIsaac & Partners | 259 | $15.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 259 | $15.0K | 0.01% | +209+418.0% | Added |
| LGT Financial Advisors LLC | 248 | $14.7K | 0.03% | −10,284−97.6% | Reduced |
| Financial Connections Group, Inc. | 241 | $14.0K | 0.01% | +241 | New |
| Center for Financial Planning, Inc. | 230 | $13.7K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 228 | $13.5K | 0.00% | +2+0.9% | Added |