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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 38,337 | $2.28M | 0.11% | +3,303+9.4% | Added |
| AlphaStar Capital Management, LLC | 38,247 | $2.27M | 0.21% | +5,027+15.1% | Added |
| Wesbanco Bank Inc | 38,092 | $2.26M | 0.08% | −2,206−5.5% | Reduced |
| Ballentine Partners, LLC | 37,991 | $2.26M | 0.04% | +2,206+6.2% | Added |
| Schnieders Capital Management LLC | 37,954 | $2.25M | 0.46% | −600−1.6% | Reduced |
| Pallas Capital Advisors LLC | 37,917 | $2.25M | 0.10% | −1,861−4.7% | Reduced |
| Johnson Financial Group, Inc. | 37,726 | $2.24M | 0.11% | +3,148+9.1% | Added |
| Pictet Bank & Trust Ltd | 37,715 | $2.24M | 2.28% | −300−0.8% | Reduced |
| Burney Co | 37,574 | $2.23M | 0.09% | −2,820−7.0% | Reduced |
| Evercore Wealth Management, LLC | 37,554 | $2.23M | 0.04% | −294−0.8% | Reduced |
| Aspen Grove Capital, LLC | 37,540 | $2.23M | 0.52% | −87−0.2% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $2.23M | 0.09% | 00.0% | Unchanged |
| Legato Capital Management LLC | 37,484 | $2.23M | 0.30% | −17,177−31.4% | Reduced |
| First Citizens Bank & Trust Co | 37,413 | $2.22M | 0.04% | +300+0.8% | Added |
| Sherbrooke Park Advisers LLC | 37,162 | $2.21M | 0.39% | +13,897+59.7% | Added |
| Coldstream Capital Management Inc | 37,132 | $2.21M | 0.05% | +5,208+16.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,035 | $2.20M | 0.47% | −142−0.4% | Reduced |
| IFP Advisors, Inc | 36,971 | $2.20M | 0.09% | −7,563−17.0% | Reduced |
| Avestar Capital, LLC | 36,871 | $2.19M | 0.24% | −12,142−24.8% | Reduced |
| Vista Wealth Management Group, LLC | 36,764 | $2.18M | 0.16% | +148+0.4% | Added |
| Mirabella Financial Services LLP | 36,762 | $2.18M | 0.16% | +18,992+106.9% | Added |
| Moody National Bank Trust Division | 36,693 | $2.18M | 0.17% | +1,518+4.3% | Added |
| Cigna Investments Inc | 36,674 | $2.18M | 0.41% | −1,537−4.0% | Reduced |
| Triangle Securities Wealth Management | 36,665 | $2.18M | 0.61% | −852−2.3% | Reduced |
| Oarsman Capital, Inc. | 36,516 | $2.17M | 0.48% | +745+2.1% | Added |
| Sciencast Management LP | 36,261 | $2.15M | 0.75% | +36,261 | New |
| Keystone Wealth Services, LLC | 36,078 | $2.14M | 0.67% | +20.0% | Added |
| Marotta Asset Management | 35,237 | $2.14M | 0.44% | +56+0.2% | Added |
| Azimuth Capital Investment Management LLC | 35,858 | $2.13M | 0.09% | −700−1.9% | Reduced |
| Crestwood Advisors Group LLC | 35,755 | $2.12M | 0.04% | −2,144−5.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 35,641 | $2.12M | 0.60% | +12,268+52.5% | Added |
| Verdence Capital Advisors LLC | 35,633 | $2.12M | 0.19% | +8,798+32.8% | Added |
| Voya Financial Advisors, Inc. | 36,838 | $2.12M | 0.24% | +2,323+6.7% | Added |
| HF Advisory Group, LLC | 35,256 | $2.09M | 1.08% | −3,947−10.1% | Reduced |
| Selway Asset Management | 35,000 | $2.08M | 0.85% | −19,600−35.9% | Reduced |
| YHB Investment Advisors, Inc. | 34,998 | $2.08M | 0.18% | −6,316−15.3% | Reduced |
| Hyman Charles D | 34,951 | $2.08M | 0.12% | −850−2.4% | Reduced |
| American Money Management, LLC | 34,626 | $2.06M | 0.44% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 34,566 | $2.05M | 0.09% | +34,566 | New |
| Cornercap Investment Counsel Inc | 34,432 | $2.04M | 0.33% | −5,000−12.7% | Reduced |
| Hedges Asset Management LLC | 34,100 | $2.03M | 1.45% | −6,000−15.0% | Reduced |
| Miller Investment Management, LP | 34,082 | $2.02M | 0.24% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 33,821 | $2.01M | 0.67% | +1,221+3.7% | Added |
| Dynamic Advisor Solutions LLC | 33,739 | $2.00M | 0.06% | +2,558+8.2% | Added |
| ISAM Funds (UK) Ltd | 33,382 | $1.98M | 1.49% | +33,382 | New |
| Wrapmanager Inc | 33,076 | $1.96M | 0.54% | +1,497+4.7% | Added |
| ZWJ Investment Counsel Inc | 32,948 | $1.96M | 0.09% | +2,500+8.2% | Added |
| St. Louis Financial Planners Asset Management, LLC | 32,237 | $1.95M | 1.68% | −7,330−18.5% | Reduced |
| Nebula Research & Development LLC | 32,818 | $1.95M | 0.32% | +32,818 | New |
| Silvant Capital Management LLC | 32,814 | $1.95M | 0.09% | −416−1.3% | Reduced |
| Golden State Equity Partners | 32,791 | $1.95M | 0.41% | +32,791 | New |
| Bennett Selby Investments LP | 32,772 | $1.95M | 0.87% | +40.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 32,594 | $1.94M | 0.94% | +526+1.6% | Added |
| Westmount Partners, LLC | 31,910 | $1.93M | 0.64% | +9,435+42.0% | Added |
| Carret Asset Management, LLC | 32,522 | $1.93M | 0.23% | −875−2.6% | Reduced |
| Norden Group LLC | 32,516 | $1.93M | 0.39% | −387−1.2% | Reduced |
| GAMMA Investing LLC | 32,494 | $1.93M | 0.26% | +7,753+31.3% | Added |
| Inceptionr LLC | 32,416 | $1.93M | 0.54% | +5,167+19.0% | Added |
| Iams Wealth Management, LLC | 32,310 | $1.92M | 1.05% | −3,788−10.5% | Reduced |
| Auxier Asset Management | 32,302 | $1.92M | 0.30% | −1,450−4.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.91M | 0.59% | 00.0% | Unchanged |
| Applied Capital LLC | 32,182 | $1.91M | 1.67% | +48+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 32,049 | $1.90M | 0.08% | +17,978+127.8% | Added |
| AF Advisors, Inc. | 32,040 | $1.90M | 0.35% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 31,856 | $1.89M | 0.92% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 31,797 | $1.89M | 0.05% | −196−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 31,705 | $1.88M | 0.09% | +1,551+5.1% | Added |
| Xcel Wealth Management, LLC | 31,609 | $1.88M | 0.59% | −10,970−25.8% | Reduced |
| Granite Investment Partners, LLC | 31,587 | $1.88M | 0.08% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 31,502 | $1.87M | 1.26% | −75−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 31,412 | $1.87M | 0.20% | −5,481−14.9% | Reduced |
| Tradition Wealth Management, LLC | 31,394 | $1.86M | 0.18% | +2,577+8.9% | Added |
| Freemont Management S.A. | 31,200 | $1.85M | 1.07% | −153,700−83.1% | Reduced |
| David Loasby | 31,012 | $1.85M | 0.18% | +2,151+7.5% | Added |
| Dynasty Wealth Management, LLC | 31,181 | $1.85M | 0.05% | +1,865+6.4% | Added |
| Heartland Advisors Inc | 31,079 | $1.85M | 0.10% | −7,785−20.0% | Reduced |
| Country Club Bank | 32,012 | $1.84M | 0.13% | −1,810−5.4% | Reduced |
| Peak Asset Management, LLC | 30,847 | $1.83M | 0.36% | −4,032−11.6% | Reduced |
| Grimes & Company, Inc. | 30,729 | $1.83M | 0.05% | −138−0.4% | Reduced |
| Conning Inc. | 30,713 | $1.82M | 0.07% | +242+0.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 30,661 | $1.82M | 0.03% | +2,549+9.1% | Added |
| Aigen Investment Management, LP | 30,611 | $1.82M | 0.35% | +30,611 | New |
| Pacifica Partners Inc. | 29,963 | $1.82M | 0.78% | −545−1.8% | Reduced |
| Scott & Selber, Inc. | 30,549 | $1.81M | 0.58% | +480+1.6% | Added |
| Wilkinson Global Asset Management LLC | 30,400 | $1.81M | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31,119 | $1.80M | 0.02% | +3,613+13.1% | Added |
| Rehmann Capital Advisory Group | 30,305 | $1.80M | 0.13% | −196−0.6% | Reduced |
| We Are One Seven, LLC | 30,033 | $1.78M | 0.08% | −1,089−3.5% | Reduced |
| Founders Financial Securities LLC | 29,986 | $1.78M | 0.17% | −309−1.0% | Reduced |
| Alaska Permanent Fund Corp | 29,947 | $1.78M | 0.03% | −14,698−32.9% | Reduced |
| Cohen Investment Advisors LLC | 43,451 | $1.78M | 1.43% | −2,427−5.3% | Reduced |
| Integrated Advisors Network LLC | 29,866 | $1.77M | 0.09% | −870−2.8% | Reduced |
| Mystic Asset Management, Inc. | 29,814 | $1.77M | 0.72% | −243−0.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 29,650 | $1.76M | 0.07% | −5,030−14.5% | Reduced |
| Shelton Wealth Management, LLC | 29,589 | $1.76M | 1.05% | +22+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 29,471 | $1.75M | 0.05% | +1,143+4.0% | Added |
| Marco Investment Management LLC | 29,401 | $1.75M | 0.16% | +1,700+6.1% | Added |
| Evergreen Capital Management LLC | 29,378 | $1.74M | 0.06% | +2,138+7.8% | Added |
| Moneta Group Investment Advisors LLC | 29,322 | $1.74M | 0.03% | +2,843+10.7% | Added |
| Ferguson Wellman Capital Management, Inc | 29,221 | $1.74M | 0.04% | −909−3.0% | Reduced |