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 |
|---|---|---|---|---|---|
| Capital International Sarl | 51,581 | $3.06M | 0.09% | −3,243−5.9% | Reduced |
| Foster Group, Inc. | 51,523 | $3.06M | 0.12% | +3,494+7.3% | Added |
| D L Carlson Investment Group Inc | 51,475 | $3.06M | 0.59% | −104−0.2% | Reduced |
| Trust Point Inc. | 51,344 | $3.05M | 0.24% | −1,126−2.1% | Reduced |
| FineMark National Bank & Trust | 51,136 | $3.04M | 0.11% | +1,361+2.7% | Added |
| Moors & Cabot, Inc. | 51,082 | $3.03M | 0.16% | −5,694−10.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 50,986 | $3.03M | 0.67% | +95+0.2% | Added |
| Valeo Financial Advisors, LLC | 50,922 | $3.02M | 0.09% | +1,667+3.4% | Added |
| SOL Capital Management CO | 50,823 | $3.02M | 0.36% | −1,320−2.5% | Reduced |
| Perkins Coie Trust Co | 50,763 | $3.01M | 0.70% | −3,600−6.6% | Reduced |
| Hamilton Capital Partners Inc. | 50,642 | $3.01M | 0.32% | +2,572+5.4% | Added |
| Huntington National Bank | 50,305 | $2.99M | 0.02% | −787−1.5% | Reduced |
| Capital Investment Counsel, Inc | 50,262 | $2.99M | 0.45% | +5,081+11.2% | Added |
| Kingswood Wealth Advisors, LLC | 50,244 | $2.98M | 0.27% | −456−0.9% | Reduced |
| Forum Financial Management, LP | 50,141 | $2.98M | 0.05% | +203+0.4% | Added |
| Aft, Forsyth & Sober, LLC | 50,000 | $2.97M | 1.02% | 00.0% | Unchanged |
| Quest Partners LLC | 49,700 | $2.95M | 0.40% | +49,700 | New |
| Equitable Holdings, Inc. | 49,526 | $2.94M | 0.03% | +3,416+7.4% | Added |
| Capital Asset Advisory Services LLC | 48,775 | $2.92M | 0.16% | −1,220−2.4% | Reduced |
| Goelzer Investment Management, Inc. | 49,103 | $2.92M | 0.16% | −2,395−4.7% | Reduced |
| Advisors Asset Management, Inc. | 49,051 | $2.91M | 0.06% | +7,336+17.6% | Added |
| PCJ Investment Counsel Ltd. | 48,910 | $2.90M | 1.20% | +24,550+100.8% | Added |
| Global Frontier Investments LLC | 48,661 | $2.90M | 0.87% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 48,568 | $2.88M | 2.72% | +912+1.9% | Added |
| Welch & Forbes LLC | 47,926 | $2.87M | 0.04% | −20,612−30.1% | Reduced |
| Somerset Group LLC | 47,629 | $2.83M | 2.51% | 00.0% | Unchanged |
| Central Trust Co | 47,585 | $2.83M | 0.07% | −3,606−7.0% | Reduced |
| Thoroughbred Financial Services, LLC | 47,336 | $2.81M | 0.19% | +20,698+77.7% | Added |
| Trust Asset Management LLC | 47,042 | $2.79M | 0.24% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 46,982 | $2.79M | 0.21% | +4,239+9.9% | Added |
| NBT Bank N A | 46,477 | $2.76M | 0.20% | +6,408+16.0% | Added |
| IMS Capital Management | 49,133 | $2.76M | 1.29% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 46,015 | $2.73M | 1.35% | −281−0.6% | Reduced |
| 3Chopt Investment Partners, LLC | 45,991 | $2.73M | 0.83% | +1,065+2.4% | Added |
| Union Heritage Capital, LLC | 45,970 | $2.73M | 1.07% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 46,706 | $2.71M | 0.44% | 00.0% | Unchanged |
| Pitcairn Co | 45,544 | $2.70M | 0.17% | +3,653+8.7% | Added |
| Fiduciary Trust Co | 45,510 | $2.70M | 0.04% | −558−1.2% | Reduced |
| HTLF Bank | 45,362 | $2.69M | 0.31% | −536−1.2% | Reduced |
| Avitas Wealth Management LLC | 45,242 | $2.69M | 0.39% | +65+0.1% | Added |
| Kuhn & Co Investment Counsel | 45,030 | $2.67M | 2.40% | −71−0.2% | Reduced |
| Fiduciary Family Office, LLC | 44,973 | $2.67M | 1.05% | −2,339−4.9% | Reduced |
| Joel Isaacson & Co., LLC | 44,843 | $2.66M | 0.14% | +176+0.4% | Added |
| Meiji Yasuda Life Insurance Co | 44,775 | $2.66M | 0.05% | −3,170−6.6% | Reduced |
| Coppell Advisory Solutions LLC | 44,643 | $2.65M | 0.44% | +44,643 | New |
| Jacobs Levy Equity Management, Inc | 44,533 | $2.64M | 0.01% | +44,533 | New |
| Geneos Wealth Management Inc. | 44,463 | $2.64M | 0.12% | +2,764+6.6% | Added |
| Peoples Bank | 44,389 | $2.64M | 2.06% | −1,260−2.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $2.63M | 0.02% | 00.0% | Unchanged |
| Mount Lucas Management LP | 44,271 | $2.63M | 0.93% | −458−1.0% | Reduced |
| Vise Technologies, Inc. | 44,127 | $2.62M | 0.46% | −94−0.2% | Reduced |
| Buckingham Strategic Partners | 44,109 | $2.62M | 0.07% | +4,202+10.5% | Added |
| Pring Turner Capital Group Inc | 43,806 | $2.60M | 1.82% | −2,198−4.8% | Reduced |
| Bank of Stockton | 43,651 | $2.59M | 0.82% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 43,593 | $2.59M | 1.07% | −2,100−4.6% | Reduced |
| Easterly Investment Partners LLC | 43,583 | $2.59M | 0.23% | −726−1.6% | Reduced |
| Banque Cantonale Vaudoise | 43,355 | $2.58M | 0.10% | +2,949+7.3% | Added |
| White Pine Capital LLC | 43,323 | $2.57M | 0.98% | −221−0.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 42,930 | $2.55M | 0.06% | +42,930 | New |
| Paradigm Asset Management Co LLC | 42,852 | $2.54M | 0.71% | −8,200−16.1% | Reduced |
| Brown Brothers Harriman & Co | 42,825 | $2.54M | 0.02% | −120.0% | Reduced |
| Premier Path Wealth Partners, LLC | 42,820 | $2.54M | 0.43% | +152+0.4% | Added |
| Mizuho Markets Americas LLC | 42,800 | $2.54M | 0.07% | +42,800 | New |
| Prime Capital Investment Advisors, LLC | 42,708 | $2.54M | 0.04% | −5,600−11.6% | Reduced |
| Cullinan Associates Inc | 42,645 | $2.53M | 0.14% | +10,500+32.7% | Added |
| Franklin Street Advisors Inc | 42,578 | $2.53M | 0.18% | +200.0% | Added |
| Brighton Jones LLC | 42,550 | $2.53M | 0.08% | −3,508−7.6% | Reduced |
| Stonegate Investment Group, LLC | 42,479 | $2.52M | 0.07% | +3,554+9.1% | Added |
| Meridian Wealth Partners, LLC | 42,449 | $2.52M | 0.45% | +274+0.6% | Added |
| Gs Investments, Inc. | 42,400 | $2.52M | 1.19% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 42,277 | $2.51M | 0.06% | −5,509−11.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 42,269 | $2.51M | 0.19% | +31,941+309.3% | Added |
| Naviter Wealth, LLC | 42,113 | $2.50M | 0.37% | +519+1.2% | Added |
| Choate Investment Advisors | 41,896 | $2.49M | 0.07% | +310+0.7% | Added |
| Centaurus Financial, Inc. | 41,811 | $2.48M | 0.17% | −320−0.8% | Reduced |
| Smith, Salley & Associates | 41,761 | $2.48M | 0.18% | +530+1.3% | Added |
| LGT Fund Management Co Ltd. | 41,716 | $2.48M | 0.31% | +41,716 | New |
| Wynn Capital, LLC | 41,556 | $2.47M | 1.83% | +332+0.8% | Added |
| Venture Visionary Partners LLC | 41,192 | $2.45M | 0.11% | +3,194+8.4% | Added |
| Shayne & Co., LLC | 40,977 | $2.43M | 0.68% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,830 | $2.42M | 0.67% | +930+2.3% | Added |
| HM Payson & Co | 40,804 | $2.42M | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 40,760 | $2.42M | 0.08% | +7,235+21.6% | Added |
| KCM Investment Advisors LLC | 40,740 | $2.42M | 0.09% | +132+0.3% | Added |
| Round Hill Asset Management | 40,567 | $2.41M | 1.54% | −980−2.4% | Reduced |
| Oppenheimer & Co Inc | 40,327 | $2.40M | 0.04% | −12,307−23.4% | Reduced |
| River & Mercantile Asset Management LLP | 40,075 | $2.38M | 0.65% | −986−2.4% | Reduced |
| Portfolio Design Labs, LLC | 39,886 | $2.37M | 0.73% | +4,110+11.5% | Added |
| United Asset Strategies, Inc. | 39,794 | $2.36M | 0.23% | −1,386−3.4% | Reduced |
| Tower Bridge Advisors | 39,721 | $2.36M | 0.26% | −750−1.9% | Reduced |
| Chiron Investment Management, LLC | 39,525 | $2.35M | 0.92% | +39,525 | New |
| Koss-Olinger Consulting, LLC | 39,501 | $2.35M | 0.22% | +33,701+581.1% | Added |
| Quadrant Capital Group LLC | 39,285 | $2.33M | 0.17% | +2,547+6.9% | Added |
| Ethic Inc. | 39,029 | $2.32M | 0.05% | +4,936+14.5% | Added |
| Snowden Capital Advisors LLC | 38,989 | $2.32M | 0.07% | −5,488−12.3% | Reduced |
| Ascent Group, LLC | 38,934 | $2.31M | 0.19% | +3,347+9.4% | Added |
| Stableford Capital II LLC | 37,915 | $2.31M | 0.91% | −36−0.1% | Reduced |
| Leonteq Securities AG | 38,813 | $2.31M | 0.32% | +19,231+98.2% | Added |
| Cunning Capital Partners, LP | 38,675 | $2.30M | 1.31% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 38,671 | $2.30M | 0.18% | −1,738−4.3% | Reduced |