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 |
|---|---|---|---|---|---|
| AEGON USA Investment Management, LLC | – | $5.12M | 3.87% | – | – |
| Knightsbridge Asset Management, LLC | 4,200 | $5.39M | 1.21% | +513+13.9% | Added |
| Jefferies Financial Group Inc. | 4,416 | $5.66M | 0.09% | −11−0.2% | Reduced |
| Hudson Capital Management LLC | 4,521 | $5.80M | 1.85% | +10+0.2% | Added |
| Phraction Management LLC | 4,605 | $5.90M | 2.09% | −33−0.7% | Reduced |
| Amundi | 4,799 | $6.05M | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,798 | $6.15M | 0.01% | +1,011+26.7% | Added |
| Wells Fargo & Company | 4,886 | $6.26M | 0.00% | −31−0.6% | Reduced |
| Western Asset Management Company, LLC | 4,965 | $6.31M | 6.51% | 00.0% | Unchanged |
| Norris Perne & French LLP | 4,931 | $6.32M | 0.43% | −424−7.9% | Reduced |
| Rational Advisors LLC | 5,400 | $6.92M | 0.67% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 6,000 | $7.69M | 15.27% | 00.0% | Unchanged |
| Conning Inc. | 6,065 | $7.77M | 0.26% | 00.0% | Unchanged |
| Citigroup Inc | 6,333 | $8.12M | 0.01% | +347+5.8% | Added |
| Commonwealth Equity Services, LLC | 6,352 | $8.14M | 0.01% | −59−0.9% | Reduced |
| LPL Financial LLC | 6,661 | $8.54M | 0.00% | +775+13.2% | Added |
| JRM Investment Counsel, LLC | 6,791 | $8.71M | 3.00% | −1,919−22.0% | Reduced |
| Wellington Management Group LLP | 7,054 | $9.01M | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 7,260 | $9.31M | 0.03% | −10,669−59.5% | Reduced |
| Stifel Financial Corp | 7,287 | $9.34M | 0.01% | +1,084+17.5% | Added |
| UBS Group AG | 7,321 | $9.39M | 0.00% | +318+4.5% | Added |
| Raymond James & Associates | 7,678 | $9.84M | 0.01% | +95+1.3% | Added |
| Palisade Capital Management LLC | 7,860 | $10.0M | 0.27% | +858+12.3% | Added |
| Crawford Investment Counsel Inc | 8,090 | $10.3M | 0.18% | +1,755+27.7% | Added |
| RB Capital Management, LLC | 8,071 | $10.3M | 2.44% | +107+1.3% | Added |
| Stratos Wealth Partners, LTD. | 8,495 | $10.9M | 0.16% | +418+5.2% | Added |
| Lord, Abbett & Co. LLC | 8,572 | $11.0M | 0.03% | −462−5.1% | Reduced |
| Camden Asset Management L P | 10,035 | $12.8M | 0.34% | −1,965−16.4% | Reduced |
| Alliancebernstein L.P. | 10,752 | $13.8M | 0.00% | +200+1.9% | Added |
| Kestra Advisory Services, LLC | 10,805 | $13.9M | 0.08% | +403+3.9% | Added |
| KCM Investment Advisors LLC | 11,930 | $15.3M | 0.52% | +149+1.3% | Added |
| Galvin, Gaustad & Stein, LLC | 11,947 | $15.3M | 1.37% | +169+1.4% | Added |
| Oxbow Advisors, LLC | 13,107 | $16.8M | 1.67% | +29+0.2% | Added |
| New England Asset Management Inc | 13,275 | $17.0M | 2.65% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $20.9M | 0.00% | – | – |
| Cohen & Steers, Inc. | 16,349 | $21.0M | 0.04% | +960+6.2% | Added |
| Pier 88 Investment Partners LLC | 18,152 | $23.3M | 5.13% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 18,348 | $23.5M | 0.03% | +781+4.4% | Added |
| Colony Group, LLC | 19,116 | $24.4M | 0.08% | +155+0.8% | Added |
| Ssi Investment Management LLC | 19,981 | $25.6M | 1.88% | −357−1.8% | Reduced |
| First Eagle Investment Management, LLC | 20,691 | $26.5M | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 23,633 | $30.2M | 0.06% | −588−2.4% | Reduced |
| Mackay Shields LLC | 28,400 | $36.4M | 1.00% | −91−0.3% | Reduced |
| Bank of America Corp | 31,446 | $40.3M | 0.00% | +60.0% | Added |
| Nuveen Asset Management, LLC | 46,656 | $59.8M | 0.02% | +7,529+19.2% | Added |
| Morgan Stanley | 47,071 | $60.4M | 0.00% | +551+1.2% | Added |
| FMR LLC | 51,138 | $65.4M | 0.00% | +400+0.8% | Added |
| Allianz Asset Management GmbH | 53,940 | $69.2M | 0.11% | −4,700−8.0% | Reduced |
| State Street Corp | 58,245 | $74.4M | 0.00% | −98,500−62.8% | Reduced |
| Manufacturers Life Insurance Company, The | 61,882 | $79.4M | 0.07% | +91+0.1% | Added |
| Invesco Ltd. | 64,890 | $83.2M | 0.02% | −100.0% | Reduced |
| Stonebridge Advisors LLC | 65,298 | $83.7M | 56.07% | −3,846−5.6% | Reduced |
| Victory Capital Management Inc | 70,582 | $90.5M | 0.09% | −18,393−20.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 89,193 | $114.4M | 0.26% | +3,555+4.2% | Added |
| First Trust Advisors LP | 155,091 | $198.9M | 0.19% | +1,911+1.2% | Added |
| Advent Capital Management | 182,159 | $232.5M | 5.80% | +6,439+3.7% | Added |
| BlackRock, Inc. | 288,493 | $369.9M | 0.01% | +288,493 | New |
| Voya Investment Management LLC | 591,048 | $757.8M | 0.78% | −3,500−0.6% | Reduced |
| Coastwise Capital Group, LLC | 0 | $0 | 0.00% | −24,790−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| IFG Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,685−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Coordinated Financial Services, Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |