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; 2,883 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 10,250 | $579.0K | 0.01% | −66,160−86.6% | Reduced |
| Sheets Smith Wealth Management | 10,255 | $579.3K | 0.07% | −37−0.4% | Reduced |
| Aigen Investment Management, LP | 10,264 | $579.8K | 0.11% | −20,347−66.5% | Reduced |
| Kathmere Capital Management, LLC | 10,267 | $580.0K | 0.05% | +1,759+20.7% | Added |
| Catalyst Financial Partners LLC | 10,281 | $580.8K | 0.11% | −425−4.0% | Reduced |
| Crawford Investment Counsel Inc | 10,290 | $581.3K | 0.01% | −241−2.3% | Reduced |
| Zuckerman Investment Group, LLC | 10,383 | $586.5K | 0.06% | +415+4.2% | Added |
| All Terrain Financial Advisors, LLC | 10,403 | $587.7K | 0.23% | −900−8.0% | Reduced |
| Deseret Mutual Benefit Administrators | 10,423 | $588.8K | 0.30% | −610−5.5% | Reduced |
| Savvy Advisors, Inc. | 10,487 | $592.4K | 0.12% | +10,487 | New |
| Osborne Partners Capital Management, LLC | 10,501 | $593.2K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 10,505 | $593.4K | 0.34% | +210+2.0% | Added |
| Montecito Bank & Trust | 10,505 | $593.4K | 0.10% | −200−1.9% | Reduced |
| Woodmont Investment Counsel LLC | 10,505 | $593.4K | 0.04% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 10,532 | $594.9K | 0.14% | +59+0.6% | Added |
| Raleigh Capital Management Inc. | 10,535 | $595.1K | 0.23% | +1,222+13.1% | Added |
| Peak Planning Group, LLC | 10,542 | $595.5K | 0.26% | −330−3.0% | Reduced |
| Coastal Bridge Advisors, LLC | 10,552 | $596.1K | 0.15% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 10,558 | $596.4K | 0.11% | +10,558 | New |
| Avantax Planning Partners, Inc. | 10,561 | $596.6K | 0.02% | −4,462−29.7% | Reduced |
| First Nebraska Trust Co | 10,615 | $599.6K | 0.06% | −446−4.0% | Reduced |
| Hikari Tsushin, Inc. | 10,631 | $600.5K | 0.04% | 00.0% | Unchanged |
| Carlson Capital Management | 10,646 | $601.4K | 0.03% | −750−6.6% | Reduced |
| Greenland Capital Management LP | 10,651 | $601.7K | 0.11% | −1,404−11.6% | Reduced |
| West Family Investments, Inc. | 10,658 | $602.1K | 0.20% | +1,163+12.2% | Added |
| Moss Adams Wealth Advisors LLC | 10,708 | $604.9K | 0.07% | +3,344+45.4% | Added |
| Aviance Capital Partners, LLC | 10,716 | $605.3K | 0.08% | +66+0.6% | Added |
| Tributary Capital Management, LLC | 10,800 | $610.1K | 0.05% | −500−4.4% | Reduced |
| SageView Advisory Group, LLC | 10,818 | $611.1K | 0.03% | −9,165−45.9% | Reduced |
| Integrity Financial Corp | 10,831 | $611.8K | 0.36% | +3,333+44.5% | Added |
| Leisure Capital Management | 10,836 | $612.1K | 0.26% | −43−0.4% | Reduced |
| Belpointe Asset Management LLC | 10,900 | $615.8K | 0.04% | +2,242+25.9% | Added |
| Abel Hall, LLC | 10,908 | $616.2K | 0.40% | −76−0.7% | Reduced |
| Sabal Trust CO | 10,912 | $616.4K | 0.03% | +10,912 | New |
| Radnor Capital Management, LLC | 10,961 | $619.0K | 0.09% | +10,961 | New |
| Kovack Advisors, Inc. | 10,975 | $620.0K | 0.07% | +231+2.2% | Added |
| Providence Capital Advisors, LLC | 11,038 | $623.6K | 0.12% | +99+0.9% | Added |
| Dumont & Blake Investment Advisors LLC | 11,066 | $625.1K | 0.17% | −10,652−49.0% | Reduced |
| Trust Co of Vermont | 11,079 | $625.9K | 0.03% | −1,603−12.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 11,150 | $629.9K | 0.12% | −774−6.5% | Reduced |
| Cromwell Holdings LLC | 11,171 | $631.0K | 0.41% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,181 | $631.6K | 0.17% | −243−2.1% | Reduced |
| Humankind Investments LLC | 11,195 | $632.4K | 0.23% | +1,628+17.0% | Added |
| Wealth Alliance | 11,201 | $632.7K | 0.08% | −1,827−14.0% | Reduced |
| West Branch Capital LLC | 11,208 | $633.1K | 0.22% | +868+8.4% | Added |
| Westpac Banking Corp | 11,235 | $634.7K | 0.04% | +11,235 | New |
| RB Capital Management, LLC | 11,239 | $634.9K | 0.15% | +1,516+15.6% | Added |
| Harmony Asset Management LLC | 11,247 | $635.3K | 0.23% | +11,247 | New |
| JFS Wealth Advisors, LLC | 11,256 | $635.8K | 0.04% | −3,306−22.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,278 | $637.1K | 0.03% | +11,278 | New |
| Cumberland Advisors Inc | 11,300 | $638.3K | 0.25% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 11,314 | $639.1K | 0.07% | +10.0% | Added |
| Flagstone Financial Management | 11,336 | $640.3K | 0.21% | −73−0.6% | Reduced |
| Intrua Financial, LLC | 11,344 | $640.8K | 0.10% | −5,651−33.3% | Reduced |
| Tarbox Family Office, Inc. | 11,357 | $641.6K | 0.11% | −34−0.3% | Reduced |
| River Wealth Advisors LLC | 11,366 | $642.1K | 0.09% | +164+1.5% | Added |
| Douglas Lane & Associates, LLC | 11,389 | $643.4K | 0.01% | −184−1.6% | Reduced |
| HCR Wealth Advisors | 11,396 | $643.8K | 0.08% | 00.0% | Unchanged |
| Platform Technology Partners | 11,397 | $643.8K | 0.20% | +20.0% | Added |
| Proequities, Inc. | 11,400 | $644.0K | 0.04% | −801−6.6% | Reduced |
| Core Alternative Capital | 11,401 | $644.0K | 0.12% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 11,463 | $647.5K | 0.09% | −75−0.7% | Reduced |
| Chilton Investment Co LLC | 11,465 | $647.7K | 0.02% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 11,534 | $651.6K | 0.14% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 11,555 | $652.7K | 0.22% | +320+2.8% | Added |
| Main Street Financial Solutions, LLC | 11,581 | $654.3K | 0.06% | +2,217+23.7% | Added |
| Correct Capital Wealth Management | 11,617 | $656.2K | 0.15% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 11,627 | $656.8K | 0.04% | +1,693+17.0% | Added |
| Sepio Capital, LP | 11,685 | $660.1K | 0.05% | −540−4.4% | Reduced |
| NFP Retirement, Inc. | 11,699 | $660.9K | 0.05% | −3,300−22.0% | Reduced |
| Keudell/Morrison Wealth Management | 11,711 | $661.6K | 0.18% | −109−0.9% | Reduced |
| Parkside Financial Bank & Trust | 11,786 | $665.8K | 0.09% | −78−0.7% | Reduced |
| Good Life Advisors, LLC | 11,797 | $666.3K | 0.04% | +637+5.7% | Added |
| Spears Abacus Advisors LLC | 11,800 | $666.6K | 0.01% | −2,080−15.0% | Reduced |
| Wealthcare Advisory Partners LLC | 11,848 | $669.3K | 0.02% | −1,044−8.1% | Reduced |
| Quotient Wealth Partners, LLC | 11,854 | $669.6K | 0.02% | −1,245−9.5% | Reduced |
| Childress Capital Advisors, LLC | 11,860 | $670.0K | 0.18% | +100+0.9% | Added |
| Farmers Trust Co | 11,963 | $675.8K | 0.13% | +300+2.6% | Added |
| Tyche Wealth Partners LLC | 12,011 | $678.5K | 0.15% | −636−5.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,017 | $678.8K | 0.06% | −679−5.3% | Reduced |
| ASB Consultores, LLC | 12,018 | $678.9K | 0.27% | −363−2.9% | Reduced |
| Stock Yards Bank & Trust Co | 12,161 | $687.0K | 0.02% | −2,526−17.2% | Reduced |
| Strategy Asset Managers LLC | 12,231 | $690.9K | 0.13% | +12,231 | New |
| Element Wealth, LLC | 12,242 | $691.6K | 0.37% | −186−1.5% | Reduced |
| Chicago Trust Co NA | 12,265 | $692.8K | 0.12% | −539−4.2% | Reduced |
| Edge Capital Group, LLC | 12,292 | $694.4K | 0.03% | −559−4.3% | Reduced |
| Pointe Capital Management LLC | 12,296 | $694.6K | 0.41% | −1,600−11.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 12,418 | $697.0K | 0.01% | −5,581−31.0% | Reduced |
| Peoples Financial Services Corp. | 12,374 | $699.0K | 0.32% | −240−1.9% | Reduced |
| MEMBERS Trust Co | 12,432 | $702.3K | 0.02% | 00.0% | Unchanged |
| Private Management Group Inc | 12,468 | $704.3K | 0.02% | +10+0.1% | Added |
| JNBA Financial Advisors | 12,493 | $705.7K | 0.07% | 00.0% | Unchanged |
| Operose Advisors LLC | 12,527 | $707.6K | 0.23% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 12,528 | $707.7K | 0.08% | +7,044+128.4% | Added |
| Quent Capital, LLC | 12,561 | $709.0K | 0.07% | +1,235+10.9% | Added |
| Fiduciary Financial Group, LLC | 12,390 | $710.0K | 0.16% | −169−1.3% | Reduced |
| Alps Advisors Inc | 12,580 | $710.6K | 0.00% | −4,200−25.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 12,580 | $710.6K | 0.14% | +117+0.9% | Added |
| North Star Asset Management Inc | 12,658 | $715.0K | 0.03% | −17−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 12,702 | $717.5K | 0.12% | −2,525−16.6% | Reduced |