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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 145 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $2.56K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3 | $3.84K | 0.00% | −2−40.0% | Reduced |
| Asset Dedication, LLC | 3 | $3.85K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3 | $3.85K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $3.85K | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $3.85K | 0.00% | +3 | New |
| Center for Financial Planning, Inc. | 5 | $6.41K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 5 | $6.41K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $7.69K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $8.97K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7 | $8.97K | 0.00% | +2+40.0% | Added |
| Financial Advisory Service, Inc. | 9 | $11.5K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $12.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $12.2K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10 | $12.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $12.8K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10 | $12.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $16.7K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 15 | $19.2K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 20 | $25.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $25.6K | 0.01% | +20 | New |
| Geneos Wealth Management Inc. | 23 | $29.5K | 0.00% | +23 | New |
| McIlrath & Eck, LLC | 23 | $30.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $32.1K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 25 | $32.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 25 | $32.1K | 0.00% | +25 | New |
| Millennium Management LLC | 28,000 | $35.6K | 0.00% | +28,000 | New |
| NBC Securities, Inc. | 32 | $41.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 32 | $41.0K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 33 | $42.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 38 | $49.2K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 44 | $56.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 45 | $57.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 48 | $61.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 50 | $64.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $69.0K | 0.00% | +58 | New |
| IFP Advisors, Inc | 55 | $70.5K | 0.00% | −50−47.6% | Reduced |
| Virtus Investment Advisers, Inc. | 66 | $84.6K | 0.07% | +25+61.0% | Added |
| Jones Financial Companies LLLP | 68 | $87.0K | 0.00% | +53+353.3% | Added |
| Northwestern Mutual Wealth Management Co | 71 | $91.0K | 0.00% | +11+18.3% | Added |
| CWM, LLC | 80 | $103.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 81 | $103.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 84 | $107.7K | 0.00% | −19−18.4% | Reduced |
| IMA Wealth, Inc. | 85 | $109.0K | 0.02% | +85 | New |
| Allworth Financial LP | 86 | $110.3K | 0.00% | +50+138.9% | Added |
| Hills Bank & Trust Co | 90 | $115.4K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 100 | $128.2K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 101 | $129.5K | 0.00% | +2+2.0% | Added |
| Farther Finance Advisors, LLC | 101 | $129.5K | 0.00% | +65+180.6% | Added |
| Federation des caisses Desjardins du Quebec | 103 | $132.1K | 0.00% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 115 | $147.3K | 0.12% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $192.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 152 | $194.9K | 0.00% | −426−73.7% | Reduced |
| Davis R M Inc | 156 | $200.0K | 0.00% | +156 | New |
| Nelson Capital Management, LLC | 160 | $205.2K | 0.03% | +160 | New |
| Equitable Holdings, Inc. | 162 | $207.7K | 0.00% | +162 | New |
| Strategic Advisors LLC | 164 | $209.9K | 0.04% | +164 | New |
| Income Research & Management | 165 | $211.0K | 0.10% | +165 | New |
| Obermeyer Wood Investment Counsel, LLLP | 165 | $211.6K | 0.01% | +165 | New |
| Riverview Trust Co | 167 | $214.1K | 0.19% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 172 | $220.5K | 0.08% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 172 | $220.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 175 | $224.4K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 183 | $234.6K | 0.00% | −5−2.7% | Reduced |
| Montecito Bank & Trust | 185 | $236.6K | 0.04% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 185 | $237.2K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 189 | $242.3K | 0.00% | −84−30.8% | Reduced |
| CNH Partners LLC | 190 | $243.7K | 0.01% | +20+11.8% | Added |
| Kovack Advisors, Inc. | 194 | $248.7K | 0.03% | +194 | New |
| Simplicity Wealth,LLC | 200 | $256.4K | 0.02% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 201 | $258.0K | 0.02% | −20−9.0% | Reduced |
| HB Wealth Management, LLC | 206 | $264.1K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 211 | $270.5K | 0.00% | +211 | New |
| Chilton Investment Co LLC | 239 | $306.4K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 248 | $318.0K | 0.00% | +248 | New |
| Gabelli & Co Investment Advisers, Inc. | 250 | $320.6K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 250 | $320.6K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $320.6K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 259 | $332.0K | 0.00% | −17−6.2% | Reduced |
| Michael B. Yongue | 260 | $333.4K | 0.27% | 00.0% | Unchanged |
| Whittier Trust Co | 261 | $334.6K | 0.00% | −13−4.7% | Reduced |
| RDA Financial Network | 262 | $335.9K | 0.10% | +34+14.9% | Added |
| Bank of Montreal | 270 | $345.5K | 0.00% | −164−37.8% | Reduced |
| Cresset Asset Management, LLC | 270 | $346.2K | 0.00% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 286 | $348.7K | 0.08% | +3+1.1% | Added |
| Captrust Financial Advisors | 272 | $348.8K | 0.00% | +3+1.1% | Added |
| PFG Investments, LLC | 275 | $352.6K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 276 | $353.9K | 0.00% | +15+5.7% | Added |
| Stratos Wealth Advisors, LLC | 277 | $355.4K | 0.02% | +2+0.7% | Added |
| Level Four Advisory Services, LLC | 292 | $360.6K | 0.02% | +13+4.7% | Added |
| ELCO Management Co., LLC | 288 | $369.3K | 0.20% | +25+9.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 288 | $371.8K | 0.01% | +288 | New |
| Westshore Wealth, LLC | 301 | $385.9K | 0.16% | +10+3.4% | Added |
| Aull & Monroe Investment Management Corp | 303 | $388.5K | 0.18% | 00.0% | Unchanged |
| Quest Investment Management LLC | 310 | $396.4K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 310 | $397.5K | 0.04% | +15+5.1% | Added |