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Livermore
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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; 2,882 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, 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
2,248
+11 vs. Q2 2024
Shares held
2.53B
+209.9M (+9.1%) vs. Q2 2024
Total value
$142.8B
+$5.24B (+3.8%) vs. Q2 2024
New holders
168
780 more added
Sold out
157
927 more reduced

27 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 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.

Institutional holdersQ3 2024: 2,248 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,882 institutions
Value heldQ3 2024: $142.8B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,882$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2024.

Institutions holding WFC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$280.00%0Unchanged
Deane Retirement Strategies, Inc.2$1130.00%00.0%Unchanged
Westend Capital Management, LLC2$1270.00%00.0%Unchanged
Bare Financial Services, Inc3$1690.00%00.0%Unchanged
Bullock Wealth Management Group3$1720.00%00.0%Unchanged
Washington Growth Strategies LLC15$2600.02%+15New
GoalVest Advisory LLC15$8470.00%00.0%Unchanged
Chesapeake Asset Management LLC25$1.41K0.00%−38−60.3%Reduced
WestEnd Advisors, LLC26$1.47K0.00%+7+36.8%Added
Toth Financial Advisory Corp28$1.58K0.00%−65−69.9%Reduced
Contravisory Investment Management, Inc.50$2.83K0.00%+50New
AlphaMark Advisors, LLC50$3.00K0.00%−209−80.7%Reduced
Olistico Wealth, LLC55$3.11K0.00%+55New
Marquette Asset Management, LLC58$3.28K0.00%+58New
ZRC Wealth Management, LLC60$3.39K0.00%00.0%Unchanged
Ridgewood Investments LLC62$3.50K0.00%−2−3.1%Reduced
Albion Financial Group67$3.79K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC68$3.84K0.00%00.0%Unchanged
Aspect Partners, LLC70$3.95K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd67$4.00K0.00%−16,499−99.6%Reduced
Delta Accumulation, LLC73$4.12K0.03%00.0%Unchanged
Center for Financial Planning, Inc.74$4.18K0.00%−156−67.8%Reduced
Cassady Schiller Wealth Management, LLC79$4.46K0.00%00.0%Unchanged
ESL Trust Services, LLC88$4.97K0.00%−116−56.9%Reduced
Provenance Wealth Advisors, LLC89$5.03K0.00%00.0%Unchanged
Burkett Financial Services, LLC89$5.05K0.00%00.0%Unchanged
TFC Financial Management93$5.25K0.00%−12−11.4%Reduced
Horizon Financial Services, LLC97$5.48K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.98$5.56K0.00%+40+69.0%Added
PayPay Securities Corp100$5.65K0.50%−31−23.7%Reduced
Live Oak Investment Partners–$5.65K0.00%––
Eukles Asset Management101$5.71K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.104$5.90K0.00%00.0%Unchanged
Nemes Rush Group LLC104$6.03K0.00%00.0%Unchanged
Darwin Advisors, LLC108$6.07K0.00%+108New
Granite FO LLC108$6.10K0.00%+108New
ClariVest Asset Management LLC104$6.13K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC113$6.38K0.00%00.0%Unchanged
Insight Financial Services118$6.67K0.01%00.0%Unchanged
Talon Private Wealth, LLC118$6.67K0.00%+118New
IAG Wealth Partners, LLC119$6.72K0.00%+119New
Strengthening Families & Communities, LLC120$6.78K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC133$7.49K0.00%+1+0.8%Added
Broadwater Capital Management LLC133$7.51K0.01%00.0%Unchanged
Atlas Capital Advisors LLC136$7.68K0.00%−387−74.0%Reduced
Criterion Capital Advisors, LLC132$7.84K0.00%00.0%Unchanged
Ogorek Anthony Joseph142$8.00K0.00%+142New
Riggs Asset Managment Co. Inc.144$8.13K0.00%−2−1.4%Reduced
SWAN Capital LLC150$8.47K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC150$8.47K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC150$8.47K0.00%+150New
Trifecta Capital Advisors, LLC152$8.59K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC155$8.76K0.00%00.0%Unchanged
Nordwand Advisors, LLC160$9.04K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC160$9.04K0.00%00.0%Unchanged
NewSquare Capital LLC166$9.38K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.184$10.0K0.00%+184New
Legacy Investment Solutions, LLC140$10.2K0.01%+140New
Legacy Wealth Managment, LLC140$10.2K0.01%+140New
Rakuten Securities, Inc.187$10.6K0.00%+9+5.1%Added
Anfield Capital Management, LLC189$10.7K0.00%00.0%Unchanged
Global Wealth Strategies & Associates193$10.9K0.00%+66+52.0%Added
Princeton Global Asset Management LLC199$11.2K0.00%−302−60.3%Reduced
Planning Capital Management Corp203$11.5K0.01%+193+1,930.0%Added
REAP Financial Group, LLC209$11.8K0.00%+2+1.0%Added
Wolff Wiese Magana LLC220$12.4K0.01%+60+37.5%Added
Financial Connections Group, Inc.241$13.0K0.01%00.0%Unchanged
Tidemark, LLC242$13.7K0.01%−53−18.0%Reduced
Horizon Bancorp Inc255$14.0K0.01%00.0%Unchanged
Coston, McIsaac & Partners260$14.0K0.00%+1+0.4%Added
Naples Money Management LLC249$14.1K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group250$14.1K0.00%−50−16.7%Reduced
Kozak & Associates, Inc.221$14.1K0.00%+1+0.5%Added
Kiely Wealth Advisory Group, Inc.200$14.5K0.01%00.0%Unchanged
CGC Financial Services, LLC280$15.8K0.01%00.0%Unchanged
Breakwater Investment Management288$16.3K0.01%00.0%Unchanged
Dougherty Wealth Advisers LLC299$16.9K0.01%00.0%Unchanged
Westside Investment Management, Inc.300$16.9K0.00%00.0%Unchanged
Dunhill Financial, LLC303$17.1K0.01%+5+1.7%Added
PFS Partners, LLC311$17.6K0.01%00.0%Unchanged
Raffa Wealth Management, LLC314$17.7K0.00%00.0%Unchanged
Main Street Group, LTD320$18.1K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC320$18.1K0.03%00.0%Unchanged
EnRich Financial Partners LLC327$18.5K0.01%00.0%Unchanged
Northwest Financial Advisors328$18.5K0.01%+328New
Red Tortoise LLC336$19.0K0.01%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.350$19.8K0.00%00.0%Unchanged
Archer Investment Corp352$19.9K0.01%−22−5.9%Reduced
Stephens Consulting, LLC355$20.1K0.01%00.0%Unchanged
Jamison Private Wealth Management, Inc.372$21.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC379$21.4K0.01%−302−44.3%Reduced
True Wealth Design, LLC380$21.5K0.01%+380New
Hallmark Capital Management Inc386$21.8K0.00%00.0%Unchanged
Hanson & Doremus Investment Management385$22.0K0.00%−75−16.3%Reduced
Costello Asset Management, INC398$22.5K0.02%00.0%Unchanged
Kings Path Partners LLC400$22.6K0.01%00.0%Unchanged
Reston Wealth Management LLC401$22.7K0.01%+401New
MB, Levis & Associates, LLC419$23.6K0.01%00.0%Unchanged
Claris Advisors, LLC424$24.0K0.01%+424New
Strategic Investment Solutions, Inc.426$24.0K0.01%−7−1.6%Reduced