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 |
|---|---|---|---|---|---|
| Cove Private Wealth, LLC | 1,169 | $1.50M | 1.16% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,155 | $1.48M | 0.00% | +33+2.9% | Added |
| SEI Investments Co | 1,155 | $1.48M | 0.00% | −19−1.6% | Reduced |
| JPMorgan Chase & Co | 1,117 | $1.43M | 0.00% | +55+5.2% | Added |
| Sanctuary Advisors, LLC | 1,152 | $1.42M | 0.01% | +323+39.0% | Added |
| Ameriprise Financial Inc | 995 | $1.28M | 0.00% | +34+3.5% | Added |
| Founders Capital Management, LLC | 991 | $1.27M | 0.22% | −20−2.0% | Reduced |
| US Bancorp | 980 | $1.26M | 0.00% | −13−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 979 | $1.26M | 0.01% | −6−0.6% | Reduced |
| StoneX Group Inc. | 979 | $1.25M | 0.09% | −19−1.9% | Reduced |
| Central Pacific Bank - Trust Division | 977 | $1.25M | 0.16% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 944 | $1.21M | 0.01% | +60+6.8% | Added |
| Kelly Lawrence W & Associates Inc | 887 | $1.13M | 0.26% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 869 | $1.11M | 0.24% | +10+1.2% | Added |
| JT Stratford LLC | 839 | $1.08M | 0.18% | +31+3.8% | Added |
| Seelaus Asset Management LLC | 833 | $1.07M | 0.98% | 00.0% | Unchanged |
| Scotia Capital Inc. | 819 | $1.05M | 0.01% | +50+6.5% | Added |
| Chicago Partners Investment Group LLC | 817 | $1.02M | 0.04% | −28−3.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 762 | $977.0K | 0.88% | −5−0.7% | Reduced |
| Van Hulzen Asset Management, LLC | 737 | $945.0K | 0.07% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 721 | $924.5K | 0.00% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 696 | $892.0K | 0.86% | +696 | New |
| NewEdge Wealth, LLC | 690 | $884.7K | 0.02% | +22+3.3% | Added |
| Vestmark Advisory Solutions, Inc. | 665 | $852.7K | 0.03% | −3−0.4% | Reduced |
| Chilton Capital Management LLC | 662 | $848.8K | 0.04% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 660 | $846.3K | 0.30% | −114−14.7% | Reduced |
| BOS Asset Management, LLC | 658 | $843.7K | 0.31% | −10−1.5% | Reduced |
| First Hawaiian Bank | 649 | $832.1K | 0.03% | −155−19.3% | Reduced |
| Valeo Financial Advisors, LLC | 81,943 | $814.7K | 0.02% | +300+0.4% | Added |
| Islay Capital Management, LLC | 635 | $814.2K | 0.55% | 00.0% | Unchanged |
| Wedbush Securities Inc | 607 | $778.0K | 0.03% | +7+1.2% | Added |
| Susquehanna International Group, LLP | 598 | $766.8K | 0.00% | +384+179.4% | Added |
| Bowman & Co S.C. | 598 | $765.6K | 0.40% | +6+1.0% | Added |
| Ieq Capital, LLC | 587 | $752.7K | 0.01% | +187+46.8% | Added |
| Whittier Trust Co of Nevada Inc | 540 | $692.4K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 506 | $648.8K | 0.29% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 505 | $647.9K | 0.15% | +252+99.6% | Added |
| Independent Wealth Network Inc. | 504 | $646.2K | 0.29% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 503 | $645.0K | 0.03% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 480 | $615.1K | 0.17% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 469 | $601.4K | 0.20% | 00.0% | Unchanged |
| Cetera Investment Advisers | 460 | $589.5K | 0.00% | +9+2.0% | Added |
| AlphaStar Capital Management, LLC | 450 | $577.0K | 0.05% | −60−11.8% | Reduced |
| Marathon Trading Investment Management LLC | 444 | $569.3K | 0.27% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 439 | $562.9K | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 416 | $533.4K | 0.00% | −20−4.6% | Reduced |
| Resources Investment Advisors, LLC. | 416 | $533.4K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 412 | $528.3K | 0.00% | −93−18.4% | Reduced |
| UBS Asset Management Americas Inc | 400 | $512.9K | 0.00% | +400 | New |
| Crew Capital Management, Ltd. | 385 | $493.6K | 0.39% | 00.0% | Unchanged |
| Black Swift Group, LLC | 370 | $474.4K | 0.10% | +70+23.3% | Added |
| WFA of San Diego, LLC | 367 | $470.6K | 0.40% | 00.0% | Unchanged |
| Blair William & Co | 349 | $447.5K | 0.00% | −3−0.9% | Reduced |
| Two Sigma Securities, LLC | 345 | $442.4K | 0.03% | +345 | New |
| Marcum Wealth, LLC | 328 | $420.6K | 0.04% | +2+0.6% | Added |
| Private Trust Co NA | 326 | $418.4K | 0.04% | +106+48.2% | Added |
| Independent Advisor Alliance | 320 | $410.9K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 314 | $402.6K | 0.00% | −1−0.3% | Reduced |
| Smith, Moore & Co. | 310 | $397.5K | 0.04% | +15+5.1% | Added |
| Quest Investment Management LLC | 310 | $396.4K | 0.05% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 303 | $388.5K | 0.18% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 301 | $385.9K | 0.16% | +10+3.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 288 | $371.8K | 0.01% | +288 | New |
| ELCO Management Co., LLC | 288 | $369.3K | 0.20% | +25+9.5% | Added |
| Level Four Advisory Services, LLC | 292 | $360.6K | 0.02% | +13+4.7% | Added |
| Stratos Wealth Advisors, LLC | 277 | $355.4K | 0.02% | +2+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 276 | $353.9K | 0.00% | +15+5.7% | Added |
| PFG Investments, LLC | 275 | $352.6K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 272 | $348.8K | 0.00% | +3+1.1% | Added |
| Newman Dignan & Sheerar, Inc. | 286 | $348.7K | 0.08% | +3+1.1% | Added |
| Cresset Asset Management, LLC | 270 | $346.2K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 270 | $345.5K | 0.00% | −164−37.8% | Reduced |
| RDA Financial Network | 262 | $335.9K | 0.10% | +34+14.9% | Added |
| Whittier Trust Co | 261 | $334.6K | 0.00% | −13−4.7% | Reduced |
| Michael B. Yongue | 260 | $333.4K | 0.27% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 259 | $332.0K | 0.00% | −17−6.2% | Reduced |
| 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 |
| Citadel Advisors LLC | 248 | $318.0K | 0.00% | +248 | New |
| Chilton Investment Co LLC | 239 | $306.4K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 211 | $270.5K | 0.00% | +211 | New |
| HB Wealth Management, LLC | 206 | $264.1K | 0.00% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 201 | $258.0K | 0.02% | −20−9.0% | Reduced |
| Simplicity Wealth,LLC | 200 | $256.4K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 194 | $248.7K | 0.03% | +194 | New |
| CNH Partners LLC | 190 | $243.7K | 0.01% | +20+11.8% | Added |
| Cerity Partners LLC | 189 | $242.3K | 0.00% | −84−30.8% | Reduced |
| Northeast Financial Consultants Inc | 185 | $237.2K | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 185 | $236.6K | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 183 | $234.6K | 0.00% | −5−2.7% | Reduced |
| GWM Advisors LLC | 175 | $224.4K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 172 | $220.6K | 0.01% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 172 | $220.5K | 0.08% | 00.0% | Unchanged |
| Riverview Trust Co | 167 | $214.1K | 0.19% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 165 | $211.6K | 0.01% | +165 | New |
| Income Research & Management | 165 | $211.0K | 0.10% | +165 | New |
| Strategic Advisors LLC | 164 | $209.9K | 0.04% | +164 | New |
| Equitable Holdings, Inc. | 162 | $207.7K | 0.00% | +162 | New |
| Nelson Capital Management, LLC | 160 | $205.2K | 0.03% | +160 | New |