Wells Fargo & Company
WFC.PL- 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; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Wells Fargo & Company as of Sep 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
- 258
- +8 vs. Q2 2024
- Shares held
- 2.52M
- +179.4K (+7.7%) vs. Q2 2024
- Total value
- $3.12B
- +$428.2M (+15.9%) vs. Q2 2024
- New holders
- 25
- 80 more added
- Sold out
- 17
- 58 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC.PL 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 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 591,048 | $757.8M | 0.78% | −3,500−0.6% | Reduced |
| BlackRock, Inc. | 288,493 | $369.9M | 0.01% | +288,493 | New |
| Advent Capital Management | 182,159 | $232.5M | 5.80% | +6,439+3.7% | Added |
| First Trust Advisors LP | 155,091 | $198.9M | 0.19% | +1,911+1.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 89,193 | $114.4M | 0.26% | +3,555+4.2% | Added |
| Victory Capital Management Inc | 70,582 | $90.5M | 0.09% | −18,393−20.7% | Reduced |
| Stonebridge Advisors LLC | 65,298 | $83.7M | 56.07% | −3,846−5.6% | Reduced |
| Invesco Ltd. | 64,890 | $83.2M | 0.02% | −100.0% | Reduced |
| Manufacturers Life Insurance Company, The | 61,882 | $79.4M | 0.07% | +91+0.1% | Added |
| State Street Corp | 58,245 | $74.4M | 0.00% | −98,500−62.8% | Reduced |
| Allianz Asset Management GmbH | 53,940 | $69.2M | 0.11% | −4,700−8.0% | Reduced |
| FMR LLC | 51,138 | $65.4M | 0.00% | +400+0.8% | Added |
| Morgan Stanley | 47,071 | $60.4M | 0.00% | +551+1.2% | Added |
| Nuveen Asset Management, LLC | 46,656 | $59.8M | 0.02% | +7,529+19.2% | Added |
| Bank of America Corp | 31,446 | $40.3M | 0.00% | +60.0% | Added |
| Mackay Shields LLC | 28,400 | $36.4M | 1.00% | −91−0.3% | Reduced |
| Thrivent Financial for Lutherans | 23,633 | $30.2M | 0.06% | −588−2.4% | Reduced |
| First Eagle Investment Management, LLC | 20,691 | $26.5M | 0.05% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 19,981 | $25.6M | 1.88% | −357−1.8% | Reduced |
| Colony Group, LLC | 19,116 | $24.4M | 0.08% | +155+0.8% | Added |
| New York State Common Retirement Fund | 18,348 | $23.5M | 0.03% | +781+4.4% | Added |
| Pier 88 Investment Partners LLC | 18,152 | $23.3M | 5.13% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 16,349 | $21.0M | 0.04% | +960+6.2% | Added |
| Royal Bank of Canada | – | $20.9M | 0.00% | – | – |
| New England Asset Management Inc | 13,275 | $17.0M | 2.65% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 13,107 | $16.8M | 1.67% | +29+0.2% | Added |
| Galvin, Gaustad & Stein, LLC | 11,947 | $15.3M | 1.37% | +169+1.4% | Added |
| KCM Investment Advisors LLC | 11,930 | $15.3M | 0.52% | +149+1.3% | Added |
| Kestra Advisory Services, LLC | 10,805 | $13.9M | 0.08% | +403+3.9% | Added |
| Alliancebernstein L.P. | 10,752 | $13.8M | 0.00% | +200+1.9% | Added |
| Camden Asset Management L P | 10,035 | $12.8M | 0.34% | −1,965−16.4% | Reduced |
| Lord, Abbett & Co. LLC | 8,572 | $11.0M | 0.03% | −462−5.1% | Reduced |
| Stratos Wealth Partners, LTD. | 8,495 | $10.9M | 0.16% | +418+5.2% | Added |
| RB Capital Management, LLC | 8,071 | $10.3M | 2.44% | +107+1.3% | Added |
| Crawford Investment Counsel Inc | 8,090 | $10.3M | 0.18% | +1,755+27.7% | Added |
| Palisade Capital Management LLC | 7,860 | $10.0M | 0.27% | +858+12.3% | Added |
| Raymond James & Associates | 7,678 | $9.84M | 0.01% | +95+1.3% | Added |
| UBS Group AG | 7,321 | $9.39M | 0.00% | +318+4.5% | Added |
| Stifel Financial Corp | 7,287 | $9.34M | 0.01% | +1,084+17.5% | Added |
| First Manhattan Co | 7,260 | $9.31M | 0.03% | −10,669−59.5% | Reduced |
| Wellington Management Group LLP | 7,054 | $9.01M | 0.00% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 6,791 | $8.71M | 3.00% | −1,919−22.0% | Reduced |
| LPL Financial LLC | 6,661 | $8.54M | 0.00% | +775+13.2% | Added |
| Commonwealth Equity Services, LLC | 6,352 | $8.14M | 0.01% | −59−0.9% | Reduced |
| Citigroup Inc | 6,333 | $8.12M | 0.01% | +347+5.8% | Added |
| Conning Inc. | 6,065 | $7.77M | 0.26% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 6,000 | $7.69M | 15.27% | 00.0% | Unchanged |
| Rational Advisors LLC | 5,400 | $6.92M | 0.67% | 00.0% | Unchanged |
| Norris Perne & French LLP | 4,931 | $6.32M | 0.43% | −424−7.9% | Reduced |
| Western Asset Management Company, LLC | 4,965 | $6.31M | 6.51% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,886 | $6.26M | 0.00% | −31−0.6% | Reduced |
| Bessemer Group Inc | 4,798 | $6.15M | 0.01% | +1,011+26.7% | Added |
| Amundi | 4,799 | $6.05M | 0.00% | 00.0% | Unchanged |
| Phraction Management LLC | 4,605 | $5.90M | 2.09% | −33−0.7% | Reduced |
| Hudson Capital Management LLC | 4,521 | $5.80M | 1.85% | +10+0.2% | Added |
| Jefferies Financial Group Inc. | 4,416 | $5.66M | 0.09% | −11−0.2% | Reduced |
| Knightsbridge Asset Management, LLC | 4,200 | $5.39M | 1.21% | +513+13.9% | Added |
| AEGON USA Investment Management, LLC | – | $5.12M | 3.87% | – | – |
| CI Private Wealth, LLC | 3,944 | $5.06M | 0.01% | +1,929+95.7% | Added |
| Mariner, LLC | 3,631 | $4.66M | 0.01% | +286+8.6% | Added |
| Kovitz Investment Group Partners, LLC | 3,557 | $4.56M | 0.03% | +3,557 | New |
| Spectrum Asset Management, Inc. | 3,532 | $4.53M | 7.41% | −13−0.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,499 | $4.49M | 0.39% | −65−1.8% | Reduced |
| Baird Financial Group, Inc. | 3,492 | $4.48M | 0.01% | +1,228+54.2% | Added |
| LM Advisors LLC | 3,422 | $4.39M | 0.89% | −122−3.4% | Reduced |
| Goldman Sachs Group Inc | 3,280 | $4.21M | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,288 | $4.20M | 0.85% | +27+0.8% | Added |
| American Century Companies Inc | 3,111 | $3.99M | 0.00% | +172+5.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $3.98M | 0.23% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 3,063 | $3.93M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,862 | $3.67M | 0.01% | +505+21.4% | Added |
| Whalerock Point Partners, LLC | 2,850 | $3.65M | 0.87% | +2,850 | New |
| Janney Montgomery Scott LLC | 2,811 | $3.60M | 0.01% | −137−4.6% | Reduced |
| Keystone Financial Group | 2,619 | $3.36M | 0.43% | +8+0.3% | Added |
| Seven Springs Wealth Group, LLC | 2,551 | $3.27M | 1.19% | +132+5.5% | Added |
| Wittenberg Investment Management, Inc. | 2,327 | $2.98M | 0.97% | −30−1.3% | Reduced |
| Agf Management Ltd | 2,300 | $2.95M | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | – | $2.82M | 0.00% | – | – |
| Calamos Advisors LLC | 2,184 | $2.80M | 0.01% | −410−15.8% | Reduced |
| Neuberger Berman Group LLC | 2,108 | $2.70M | 0.00% | −28−1.3% | Reduced |
| Summitry LLC | 2,105 | $2.70M | 0.13% | −88−4.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,940 | $2.49M | 0.00% | −85−4.2% | Reduced |
| Montag A & Associates Inc | 1,859 | $2.38M | 0.11% | +100+5.7% | Added |
| Ulland Investment Advisors, LLC | 1,796 | $2.30M | 1.69% | −8,736−82.9% | Reduced |
| CSM Advisors, LLC | 1,750 | $2.24M | 0.15% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,718 | $2.20M | 0.05% | +125+7.8% | Added |
| HighTower Advisors, LLC | 1,698 | $2.18M | 0.00% | +1,009+146.4% | Added |
| Jane Street Group, LLC | 1,560 | $2.00M | 0.00% | +720+85.7% | Added |
| Bryn Mawr Trust Co | 1,537 | $1.97M | 0.04% | +1,537 | New |
| Everett Harris & Co | 1,501 | $1.92M | 0.02% | +35+2.4% | Added |
| Magnus Financial Group LLC | 1,493 | $1.91M | 0.19% | +68+4.8% | Added |
| Truist Financial Corp | 1,488 | $1.91M | 0.00% | +1+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,465 | $1.88M | 0.00% | +14+1.0% | Added |
| Schnieders Capital Management LLC | 1,378 | $1.77M | 0.34% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,353 | $1.73M | 0.00% | 00.0% | Unchanged |
| Graypoint LLC | 1,317 | $1.69M | 0.11% | −105−7.4% | Reduced |
| First Foundation Advisors | 1,306 | $1.67M | 0.06% | −28−2.1% | Reduced |
| National Bank of Canada | 1,248 | $1.60M | 0.00% | 00.0% | Unchanged |
| Bowie Capital Management, LLC | 1,200 | $1.54M | 0.09% | −400−25.0% | Reduced |
| Marathon Capital Management | 1,173 | $1.50M | 0.36% | −52−4.2% | Reduced |