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 |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 220 | $13.3K | 0.00% | +1+0.5% | Added |
| REAP Financial Group, LLC | 207 | $12.3K | 0.00% | +1+0.5% | Added |
| ESL Trust Services, LLC | 204 | $12.1K | 0.00% | +204 | New |
| Dixon Mitchell Investment Counsel Inc. | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 189 | $11.2K | 0.01% | +189 | New |
| Kiely Wealth Advisory Group, Inc. | 200 | $10.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 178 | $10.6K | 0.00% | −226−55.9% | Reduced |
| Castleview Partners, LLC | 168 | $9.98K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 167 | $9.90K | 0.01% | +167 | New |
| NewSquare Capital LLC | 166 | $9.86K | 0.00% | −217−56.7% | Reduced |
| Wolff Wiese Magana LLC | 160 | $9.50K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 160 | $9.50K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 160 | $9.50K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 155 | $9.21K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 153 | $9.09K | 0.01% | +153 | New |
| Trifecta Capital Advisors, LLC | 152 | $9.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $8.91K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 150 | $8.91K | 0.00% | +150 | New |
| Riggs Asset Managment Co. Inc. | 146 | $8.67K | 0.00% | +22+17.7% | Added |
| Broadwater Capital Management LLC | 133 | $7.90K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 132 | $7.86K | 0.00% | +132 | New |
| Criterion Capital Advisors, LLC | 132 | $7.84K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 131 | $7.78K | 0.65% | −17−11.5% | Reduced |
| Global Wealth Strategies & Associates | 127 | $7.54K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 125 | $7.42K | 0.00% | +125 | New |
| Insight Financial Services | 118 | $7.01K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 120 | $7.00K | 0.00% | +120 | New |
| Carolina Wealth Advisors, LLC | 113 | $6.71K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 105 | $6.24K | 0.00% | +12+12.9% | Added |
| DHJJ Financial Advisors, Ltd. | 104 | $6.19K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 104 | $6.18K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 104 | $6.13K | 0.00% | −78−42.9% | Reduced |
| Eukles Asset Management | 101 | $6.00K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.94K | 0.00% | – | New |
| Horizon Financial Services, LLC | 97 | $5.76K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 93 | $5.52K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 89 | $5.29K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 89 | $5.28K | 0.00% | +1+1.1% | Added |
| Delos Wealth Advisors, LLC | 79 | $4.69K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 79 | $4.69K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 73 | $4.33K | 0.02% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 72 | $4.28K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 70 | $4.16K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 68 | $4.04K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 67 | $3.98K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 64 | $3.77K | 0.00% | +64 | New |
| Chesapeake Asset Management LLC | 63 | $3.74K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 60 | $3.56K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 58 | $3.44K | 0.00% | +58 | New |
| VitalStone Financial, LLC | 37 | $2.20K | 0.00% | +37 | New |
| Chris Bulman Inc | 34 | $2.04K | 0.00% | +34 | New |
| Fairway Wealth LLC | 27 | $1.60K | 0.00% | +27 | New |
| Ruedi Wealth Management, Inc. | 26 | $1.54K | 0.00% | +26 | New |
| WestEnd Advisors, LLC | 19 | $1.13K | 0.00% | +5+35.7% | Added |
| GoalVest Advisory LLC | 15 | $891 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $594 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3 | $187 | 0.00% | −2−40.0% | Reduced |
| Bare Financial Services, Inc | 3 | $178 | 0.00% | +3 | New |
| Westend Capital Management, LLC | 2 | $135 | 0.00% | +2 | New |
| Deane Retirement Strategies, Inc. | 2 | $119 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $29 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 59 | $25 | 0.02% | −366−86.1% | Reduced |
| Strategic Financial Concepts, LLC | 28,937 | – | – | +28,937 | New |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −5,757−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −3,937,124−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −2,946,348−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −911,525−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −743,745−100.0% | Sold out |
| Poplar Forest Capital LLC | 0 | $0 | 0.00% | −437,556−100.0% | Sold out |
| Holowesko Partners Ltd. | 0 | $0 | 0.00% | −383,981−100.0% | Sold out |
| Kiltearn Partners LLP | 0 | $0 | 0.00% | −345,499−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −311,850−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −263,625−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −249,118−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −145,153−100.0% | Sold out |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −141,752−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −74,183−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −72,400−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Iat Reinsurance Co Ltd. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −46,786−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −33,566−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −28,025−100.0% | Sold out |
| Tealwood Asset Management Inc | 0 | $0 | 0.00% | −24,730−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −24,549−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,927−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −21,623−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −19,758−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −19,317−100.0% | Sold out |
| Regents of the University of California | 0 | $0 | 0.00% | −18,106−100.0% | Sold out |
| Ramiah Investment Group | 0 | $0 | 0.00% | −17,142−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −15,678−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −17,993−100.0% | Sold out |
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −15,028−100.0% | Sold out |
| McDaniel Terry & Co | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −13,438−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −13,334−100.0% | Sold out |
| Gagnon Securities LLC | 0 | $0 | 0.00% | −13,056−100.0% | Sold out |