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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 79,371 | $4.71M | 0.19% | −3,617−4.4% | Reduced |
| Farther Finance Advisors, LLC | 76,866 | $4.66M | 0.23% | +63,454+473.1% | Added |
| Level Four Advisory Services, LLC | 77,359 | $4.59M | 0.21% | −4,935−6.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 77,000 | $4.57M | 0.57% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 76,731 | $4.56M | 0.72% | +42,364+123.3% | Added |
| Compagnie Lombard Odier SCmA | 76,410 | $4.54M | 0.08% | −6,600−8.0% | Reduced |
| Apollon Wealth Management, LLC | 76,145 | $4.52M | 0.14% | +4,655+6.5% | Added |
| Morningstar Investment Management LLC | 76,128 | $4.52M | 0.47% | −21,673−22.2% | Reduced |
| Daymark Wealth Partners, LLC | 75,647 | $4.49M | 0.21% | +3,391+4.7% | Added |
| Catalyst Funds Management Pty Ltd | 75,500 | $4.48M | 1.20% | +50,000+196.1% | Added |
| Synovus Financial Corp | 74,923 | $4.45M | 0.06% | +2,013+2.8% | Added |
| Weik Capital Management | 74,798 | $4.44M | 1.90% | −2,600−3.4% | Reduced |
| Summit Trail Advisors, LLC | 74,786 | $4.44M | 0.12% | +19,790+36.0% | Added |
| HighMark Wealth Management LLC | 74,785 | $4.44M | 2.67% | +100.0% | Added |
| Semmax Financial Advisors Inc. | 82,660 | $4.40M | 1.32% | +4,416+5.6% | Added |
| Greenleaf Trust | 73,967 | $4.39M | 0.04% | +5,697+8.3% | Added |
| Central Pacific Bank - Trust Division | 73,295 | $4.35M | 0.52% | −6,080−7.7% | Reduced |
| DRW Securities, LLC | 72,875 | $4.33M | 0.27% | +72,875 | New |
| Lighthouse Investment Partners, LLC | 72,708 | $4.32M | 0.24% | +72,708 | New |
| Thompson Siegel & Walmsley LLC | 72,634 | $4.31M | 0.07% | −2,852−3.8% | Reduced |
| Plato Investment Management Ltd | 72,446 | $4.30M | 0.40% | +6,956+10.6% | Added |
| AIA Group Ltd | 71,699 | $4.26M | 0.12% | +1,807+2.6% | Added |
| CMT Capital Markets Trading GmbH | 71,684 | $4.26M | 1.21% | +71,684 | New |
| Empower Advisory Group, LLC | 71,386 | $4.24M | 0.02% | +5,815+8.9% | Added |
| Gotham Asset Management, LLC | 71,349 | $4.24M | 0.05% | +22,396+45.8% | Added |
| Abner Herrman & Brock LLC | 71,350 | $4.24M | 0.54% | +71,350 | New |
| Bradley Foster & Sargent Inc | 70,539 | $4.19M | 0.08% | −926−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 69,595 | $4.13M | 0.06% | −1,165−1.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 69,533 | $4.13M | 0.80% | −582−0.8% | Reduced |
| Wedbush Securities Inc | 69,140 | $4.11M | 0.15% | −5,547−7.4% | Reduced |
| Vestcor Inc | 68,840 | $4.09M | 0.14% | −120.0% | Reduced |
| HighPoint Advisor Group LLC | 67,446 | $4.05M | 0.24% | +6,723+11.1% | Added |
| HB Wealth Management, LLC | 68,106 | $4.04M | 0.05% | +5,198+8.3% | Added |
| Culbertson A N & Co Inc | 67,987 | $4.04M | 0.71% | 00.0% | Unchanged |
| SWS Partners | 66,859 | $3.96M | 1.18% | −2,648−3.8% | Reduced |
| Regions Financial Corp | 65,631 | $3.90M | 0.03% | −17,806−21.3% | Reduced |
| First National Advisers, LLC | 65,557 | $3.89M | 0.71% | +16,098+32.5% | Added |
| Axxcess Wealth Management, LLC | 65,305 | $3.88M | 0.11% | −7,262−10.0% | Reduced |
| Oldfather Financial Services, LLC | 64,555 | $3.83M | 1.57% | +30.0% | Added |
| Sequoia Financial Advisors, LLC | 64,136 | $3.81M | 0.05% | +8,883+16.1% | Added |
| Meeder Advisory Services, Inc. | 63,941 | $3.80M | 0.27% | +18,016+39.2% | Added |
| Connable Office Inc | 63,786 | $3.79M | 0.41% | −10,577−14.2% | Reduced |
| NWF Advisory Services Inc. | 63,533 | $3.77M | 0.60% | −4,908−7.2% | Reduced |
| Altrafin AG | 63,200 | $3.75M | 1.39% | −25,100−28.4% | Reduced |
| Independent Advisor Alliance | 62,967 | $3.74M | 0.13% | +410+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 62,742 | $3.73M | 0.05% | −113−0.2% | Reduced |
| Karpas Strategies, LLC | 62,605 | $3.72M | 1.17% | −3,865−5.8% | Reduced |
| Guardian Capital Advisors LP | 61,808 | $3.69M | 0.39% | −5,214−7.8% | Reduced |
| Bleakley Financial Group, LLC | 62,044 | $3.68M | 0.11% | +1,367+2.3% | Added |
| Alberta Investment Management Corp | 61,900 | $3.68M | 0.04% | −22,900−27.0% | Reduced |
| LGT Group Foundation | 60,968 | $3.62M | 0.06% | −2,366−3.7% | Reduced |
| Waterloo Capital, L.P. | 60,778 | $3.61M | 0.43% | +131+0.2% | Added |
| Focus Financial Network, Inc. | 59,055 | $3.60M | 0.15% | +654+1.1% | Added |
| Fayez Sarofim & Co | 60,503 | $3.59M | 0.01% | +48,565+406.8% | Added |
| Asio Capital, LLC | 60,125 | $3.57M | 0.73% | +255+0.4% | Added |
| Portside Wealth Group, LLC | 60,076 | $3.57M | 0.68% | −4,488−7.0% | Reduced |
| DoubleLine ETF Adviser LP | 59,953 | $3.56M | 0.94% | −2,706−4.3% | Reduced |
| Qtron Investments LLC | 59,947 | $3.56M | 0.51% | +1,655+2.8% | Added |
| Sigma Planning Corp | 59,857 | $3.55M | 0.11% | −4,482−7.0% | Reduced |
| Pinnacle Financial Partners Inc | 60,673 | $3.55M | 0.08% | −641−1.0% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 59,542 | $3.54M | 2.54% | +40,000+204.7% | Added |
| Lee Danner & Bass Inc | 59,196 | $3.52M | 0.27% | +59,196 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,880 | $3.50M | 0.01% | +9,338+18.8% | Added |
| Williams Jones Wealth Management, LLC. | 58,717 | $3.49M | 0.04% | −93−0.2% | Reduced |
| Global Retirement Partners, LLC | 58,413 | $3.47M | 0.11% | +8,750+17.6% | Added |
| Robertson Stephens Wealth Management, LLC | 58,288 | $3.46M | 0.18% | +988+1.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 58,251 | $3.46M | 0.35% | −2,239−3.7% | Reduced |
| Prudential PLC | 58,162 | $3.45M | 0.02% | −17,332−23.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57,404 | $3.40M | 0.15% | −2,259−3.8% | Reduced |
| Jefferies Financial Group Inc. | 56,758 | $3.37M | 0.07% | +46,200+437.6% | Added |
| Lowe Brockenbrough & Co Inc | 56,633 | $3.36M | 0.22% | −750−1.3% | Reduced |
| Parcion Private Wealth LLC | 56,599 | $3.36M | 0.31% | +160.0% | Added |
| Signet Financial Management, LLC | 56,517 | $3.36M | 0.45% | −166−0.3% | Reduced |
| Wetherby Asset Management Inc | 56,021 | $3.33M | 0.16% | +502+0.9% | Added |
| Signaturefd, LLC | 55,166 | $3.28M | 0.07% | +2,922+5.6% | Added |
| Warren Averett Asset Management, LLC | 55,039 | $3.27M | 0.06% | +5,675+11.5% | Added |
| Mitchell Sinkler & Starr | 55,125 | $3.27M | 0.84% | 00.0% | Unchanged |
| Jump Financial, LLC | 54,115 | $3.21M | 0.06% | +22,263+69.9% | Added |
| Stonebridge Capital Advisors LLC | 53,851 | $3.20M | 0.28% | −322−0.6% | Reduced |
| S&CO Inc | 53,853 | $3.20M | 0.22% | −720−1.3% | Reduced |
| Associated Banc-Corp | 53,620 | $3.18M | 0.10% | +3,622+7.2% | Added |
| Checchi Capital Advisers, LLC | 53,359 | $3.17M | 0.25% | +643+1.2% | Added |
| Ritholtz Wealth Management | 53,287 | $3.16M | 0.10% | +6,752+14.5% | Added |
| NorthRock Partners, LLC | 53,222 | $3.16M | 0.12% | +1,098+2.1% | Added |
| Quad-Cities Investment Group, LLC | 53,200 | $3.16M | 1.75% | −95−0.2% | Reduced |
| National Asset Management, Inc. | 53,159 | $3.16M | 0.08% | −14,187−21.1% | Reduced |
| Cynosure Management, LLC | 53,132 | $3.16M | 0.51% | −123−0.2% | Reduced |
| Cidel Asset Management Inc | 53,127 | $3.16M | 0.24% | −3,565−6.3% | Reduced |
| Haverford Trust Co | 52,873 | $3.14M | 0.03% | +100+0.2% | Added |
| Capitolis Liquid Global Markets LLC | 52,800 | $3.14M | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 52,755 | $3.13M | 0.12% | −3,427−6.1% | Reduced |
| Boston Private Wealth LLC | 52,664 | $3.13M | 0.08% | −7,247−12.1% | Reduced |
| Transcend Wealth Collective, LLC | 52,615 | $3.12M | 0.23% | +2,252+4.5% | Added |
| Convergence Investment Partners, LLC | 52,525 | $3.12M | 0.91% | +8,501+19.3% | Added |
| Buckingham Strategic Wealth, LLC | 52,487 | $3.12M | 0.03% | −521−1.0% | Reduced |
| Trajan Wealth LLC | 52,480 | $3.12M | 0.20% | +5,051+10.6% | Added |
| Clear Harbor Asset Management, LLC | 52,268 | $3.10M | 0.27% | 00.0% | Unchanged |
| Montag A & Associates Inc | 52,042 | $3.09M | 0.16% | −1,252−2.3% | Reduced |
| Capital Investment Advisors, LLC | 51,952 | $3.09M | 0.07% | −4,534−8.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 51,801 | $3.08M | 0.45% | +5,522+11.9% | Added |