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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 118,977 | $7.07M | 0.07% | −2,376−2.0% | Reduced |
| tru Independence LLC | 118,670 | $7.05M | 2.13% | −7,800−6.2% | Reduced |
| Baxter Bros Inc | 118,236 | $7.02M | 0.92% | −661−0.6% | Reduced |
| Ategra Capital Management, LLC | 116,957 | $6.95M | 5.95% | −100,256−46.2% | Reduced |
| RiverFront Investment Group, LLC | 116,630 | $6.93M | 0.18% | +116,630 | New |
| Nomura Holdings Inc | 116,164 | $6.90M | 0.04% | +100,004+618.8% | Added |
| Wittenberg Investment Management, Inc. | 115,697 | $6.87M | 2.34% | −52,180−31.1% | Reduced |
| Prospera Financial Services Inc | 115,578 | $6.86M | 0.19% | +8,017+7.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 115,121 | $6.84M | 0.03% | +4,665+4.2% | Added |
| Chartwell Investment Partners, LLC | 114,112 | $6.78M | 0.24% | −7,133−5.9% | Reduced |
| Park Avenue Securities LLC | 113,489 | $6.74M | 0.08% | +41,752+58.2% | Added |
| SpiderRock Advisors, LLC | 112,806 | $6.70M | 0.18% | −23,674−17.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 112,448 | $6.68M | 0.45% | −6,317−5.3% | Reduced |
| MAI Capital Management | 112,141 | $6.66M | 0.07% | +3,348+3.1% | Added |
| DCM Advisors, LLC | 111,284 | $6.61M | 3.49% | −15,282−12.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 110,947 | $6.59M | 0.17% | −3,251−2.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 110,941 | $6.59M | 0.36% | +80.0% | Added |
| Rathbone Brothers plc | 109,885 | $6.53M | 0.04% | +1,762+1.6% | Added |
| Beacon Financial Group | 109,105 | $6.48M | 0.74% | −4,055−3.6% | Reduced |
| TD Waterhouse Canada Inc. | 106,459 | $6.46M | 0.06% | +1,337+1.3% | Added |
| NBW Capital LLC | 106,461 | $6.32M | 1.25% | −2,224−2.0% | Reduced |
| California First Leasing Corp | 106,400 | $6.32M | 2.83% | 00.0% | Unchanged |
| Transform Wealth, LLC | 105,269 | $6.25M | 0.47% | +98,907+1,554.7% | Added |
| Atom Investors LP | 105,187 | $6.25M | 0.62% | +68,356+185.6% | Added |
| First National Bank of Omaha | 104,416 | $6.20M | 0.41% | +24,400+30.5% | Added |
| Advisory Services Network, LLC | 103,578 | $6.15M | 0.13% | +2,507+2.5% | Added |
| Whittier Trust Co | 103,498 | $6.15M | 0.09% | −2,321−2.2% | Reduced |
| Unison Asset Management LLC | 103,403 | $6.14M | 3.11% | +735+0.7% | Added |
| Long Focus Capital Management, LLC | 103,000 | $6.12M | 0.63% | 00.0% | Unchanged |
| Umb Bank N A | 101,713 | $6.04M | 0.10% | +58,388+134.8% | Added |
| United Services Automobile Association | 101,703 | $6.04M | 0.15% | −4,283−4.0% | Reduced |
| Atria Wealth Solutions, Inc. | 101,567 | $6.03M | 0.07% | −8,662−7.9% | Reduced |
| Intech Investment Management LLC | 101,487 | $6.03M | 0.07% | −22,580−18.2% | Reduced |
| TD Private Client Wealth LLC | 101,269 | $6.01M | 0.19% | −6,085−5.7% | Reduced |
| Wolverine Trading, LLC | 101,121 | $6.01M | 0.10% | +82,804+452.1% | Added |
| Robinson Value Management, Ltd. | 101,069 | $6.00M | 4.18% | −1,815−1.8% | Reduced |
| Hutchinson Capital Management | 100,630 | $5.98M | 1.22% | −264−0.3% | Reduced |
| Verition Fund Management LLC | 100,265 | $5.95M | 0.05% | +23,706+31.0% | Added |
| Bard Financial Services, Inc. | 100,160 | $5.95M | 0.62% | −3,950−3.8% | Reduced |
| Cloverfields Capital Group, LP | 99,711 | $5.92M | 2.00% | −460−0.5% | Reduced |
| Laurion Capital Management LP | 98,231 | $5.83M | 0.19% | +98,231 | New |
| PFG Advisors | 98,225 | $5.83M | 0.39% | −645−0.7% | Reduced |
| Symmetry Investments LP | 97,660 | $5.80M | 0.73% | +97,660 | New |
| Clearstead Advisors, LLC | 97,538 | $5.79M | 0.10% | +50,681+108.2% | Added |
| Harvest Portfolios Group Inc. | 96,825 | $5.75M | 0.22% | +1,070+1.1% | Added |
| Kestra Private Wealth Services, LLC | 96,761 | $5.75M | 0.12% | +2,016+2.1% | Added |
| Leuthold Group, LLC | 95,501 | $5.67M | 0.66% | +95,501 | New |
| Ameritas Investment Partners, Inc. | 95,240 | $5.66M | 0.19% | −1,491−1.5% | Reduced |
| Western Financial Corp | 94,903 | $5.64M | 3.40% | +4,026+4.4% | Added |
| Winslow Asset Management Inc | 94,179 | $5.59M | 1.10% | −1,612−1.7% | Reduced |
| Simplicity Wealth,LLC | 94,143 | $5.59M | 0.13% | +10,793+12.9% | Added |
| AE Wealth Management LLC | 93,970 | $5.58M | 0.06% | +13,241+16.4% | Added |
| Principal Securities, Inc. | 93,410 | $5.55M | 0.15% | +9,240+11.0% | Added |
| Siemens Fonds Invest GmbH | 93,197 | $5.53M | 0.41% | −165−0.2% | Reduced |
| Madison Asset Management, LLC | 92,759 | $5.51M | 0.07% | −1,998−2.1% | Reduced |
| Concentric Wealth Management, LLC | 92,753 | $5.51M | 1.44% | +1,027+1.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 92,710 | $5.51M | 2.40% | +20,944+29.2% | Added |
| Callan Family Office, LLC | 92,002 | $5.46M | 1.05% | +537+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 91,806 | $5.45M | 0.26% | +1,246+1.4% | Added |
| Hancock Whitney Corp | 91,264 | $5.42M | 0.18% | +80,854+776.7% | Added |
| Continental Advisors LLC | 90,906 | $5.40M | 4.17% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 90,900 | $5.40M | 0.20% | 00.0% | Unchanged |
| Savant Capital, LLC | 90,683 | $5.39M | 0.05% | −69−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 90,428 | $5.37M | 0.09% | +2,722+3.1% | Added |
| Elgethun Capital Management | 90,015 | $5.35M | 1.35% | −1,625−1.8% | Reduced |
| Clayton Partners LLC | 89,893 | $5.34M | 4.29% | −905−1.0% | Reduced |
| Brookmont Capital Management | 89,852 | $5.34M | 2.92% | −2,524−2.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 89,400 | $5.31M | 0.05% | −40,074−31.0% | Reduced |
| Dorchester Wealth Management Co | 89,123 | $5.29M | 1.02% | −7,660−7.9% | Reduced |
| Assenagon Asset Management S.A. | 88,985 | $5.28M | 0.01% | +231+0.3% | Added |
| Stephens Inc | 88,980 | $5.28M | 0.08% | −6,838−7.1% | Reduced |
| Lockheed Martin Investment Management Co | 88,500 | $5.26M | 0.30% | +88,500 | New |
| Mission Wealth Management, LP | 88,468 | $5.25M | 0.14% | −28,250−24.2% | Reduced |
| Tiaa Trust, National Association | 88,394 | $5.25M | 0.02% | −2,121−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 88,384 | $5.25M | 0.07% | −3,298−3.6% | Reduced |
| Gifford Fong Associates | 88,052 | $5.23M | 1.39% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 87,791 | $5.21M | 1.38% | +87,791 | New |
| Richard Bernstein Advisors LLC | 87,213 | $5.18M | 0.11% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 86,955 | $5.16M | 0.43% | −1,213−1.4% | Reduced |
| Veriti Management LLC | 86,755 | $5.15M | 0.32% | +7,748+9.8% | Added |
| Wesleyan Assurance Society | 86,500 | $5.14M | 0.44% | 00.0% | Unchanged |
| Argent Trust Co | 86,063 | $5.11M | 0.23% | +7,369+9.4% | Added |
| Banco Santander, S.A. | 85,705 | $5.09M | 0.06% | +13,516+18.7% | Added |
| Woodward Diversified Capital, LLC | 85,183 | $5.06M | 2.97% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 85,157 | $5.06M | 2.87% | +42,910+101.6% | Added |
| Bahl & Gaynor Inc | 85,120 | $5.06M | 0.03% | −7,300−7.9% | Reduced |
| King Luther Capital Management Corp | 84,480 | $5.02M | 0.02% | −21,325−20.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 84,275 | $5.01M | 0.51% | −3,463−3.9% | Reduced |
| Vident Advisory, LLC | 84,075 | $4.99M | 0.14% | +47,128+127.6% | Added |
| Horizon Investments, LLC | 84,272 | $4.97M | 0.14% | −776−0.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 83,572 | $4.96M | 0.42% | +83,572 | New |
| Qsemble Capital Management, LP | 83,540 | $4.96M | 0.94% | +29,760+55.3% | Added |
| Merit Financial Group, LLC | 83,451 | $4.96M | 0.11% | +2,891+3.6% | Added |
| Quantitative Investment Management, LLC | 83,202 | $4.94M | 0.54% | +83,202 | New |
| Longbow Finance SA | 82,926 | $4.92M | 0.51% | −4,643−5.3% | Reduced |
| CAPROCK Group, Inc. | 82,457 | $4.90M | 0.20% | +42,363+105.7% | Added |
| Barr E S & Co | 81,994 | $4.87M | 0.32% | −2,313−2.7% | Reduced |
| Kingsview Wealth Management, LLC | 81,433 | $4.84M | 0.11% | +1,272+1.6% | Added |
| NWK Group, Inc. | 80,703 | $4.79M | 2.01% | +80,703 | New |
| Twin Capital Management Inc | 80,543 | $4.78M | 0.56% | +1,084+1.4% | Added |