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 |
|---|---|---|---|---|---|
| Empirical Asset Management, LLC | 19,002 | $717.9K | 0.26% | +242+1.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 12,720 | $718.6K | 0.44% | +1,190+10.3% | Added |
| Chilton Capital Management LLC | 12,744 | $719.9K | 0.03% | +446+3.6% | Added |
| RMB Capital Management, LLC | 12,773 | $721.5K | 0.02% | −1,883−12.8% | Reduced |
| Wimmer Associates 1, LLC | 12,796 | $722.8K | 0.35% | 00.0% | Unchanged |
| Family Legacy, Inc. | 12,800 | $723.1K | 0.24% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 12,830 | $725.0K | 0.03% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 12,841 | $725.4K | 0.28% | +12,841 | New |
| 9258 Wealth Management, LLC | 12,842 | $725.4K | 0.11% | +50.0% | Added |
| Heritage Family Offices, LLP | 12,857 | $726.3K | 0.37% | +24+0.2% | Added |
| Segment Wealth Management, LLC | 12,860 | $726.5K | 0.05% | −1,807−12.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 12,893 | $728.3K | 0.66% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 12,895 | $728.4K | 0.50% | −77−0.6% | Reduced |
| Liberty Wealth Management LLC | 12,898 | $729.0K | 0.12% | +748+6.2% | Added |
| IVC Wealth Advisors LLC | 12,921 | $729.9K | 0.40% | −2,218−14.7% | Reduced |
| BKD Wealth Advisors, LLC | 12,998 | $734.2K | 0.02% | −510−3.8% | Reduced |
| Ironwood Investment Counsel, LLC | 13,027 | $735.9K | 0.12% | −5,616−30.1% | Reduced |
| CenterBook Partners LP | 13,039 | $736.6K | 0.05% | +13,039 | New |
| Bragg Financial Advisors, Inc | 13,039 | $736.6K | 0.03% | −295−2.2% | Reduced |
| Tobam | 13,086 | $739.0K | 0.13% | +1,584+13.8% | Added |
| Weatherly Asset Management L. P. | 13,170 | $744.0K | 0.07% | 00.0% | Unchanged |
| DF Dent & Co Inc | 13,228 | $747.3K | 0.01% | +13,228 | New |
| Gallagher Fiduciary Advisors, LLC | 13,230 | $747.4K | 0.15% | −1,457−9.9% | Reduced |
| 1st Source Bank | 13,230 | $747.4K | 0.04% | −3,112−19.0% | Reduced |
| Wright Investors Service Inc | 13,306 | $751.7K | 0.20% | −12,421−48.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,317 | $752.0K | 0.01% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 13,316 | $752.2K | 0.11% | −63−0.5% | Reduced |
| Richwood Investment Advisors, LLC | 13,417 | $757.9K | 0.63% | −150−1.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $759.0K | 0.03% | −4,789−26.3% | Reduced |
| Investors Research Corp | 13,461 | $760.4K | 0.17% | +160+1.2% | Added |
| Highline Wealth Partners LLC | 13,481 | $761.5K | 0.25% | +31+0.2% | Added |
| Boston Trust Walden Corp | 13,515 | $763.5K | 0.01% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 13,548 | $765.3K | 0.07% | +19+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 13,590 | $767.7K | 0.05% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 13,622 | $769.5K | 0.26% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 13,625 | $769.7K | 0.05% | −630−4.4% | Reduced |
| Plancorp, LLC | 13,625 | $769.7K | 0.03% | +111+0.8% | Added |
| Prelude Capital Management, LLC | 13,674 | $772.4K | 0.06% | +8,751+177.8% | Added |
| Vertex Planning Partners, LLC | 13,693 | $773.5K | 0.18% | −21−0.2% | Reduced |
| Shakespeare Wealth Management, Inc. | 13,709 | $774.4K | 0.20% | −14−0.1% | Reduced |
| Carson Advisory Inc. | 13,719 | $775.0K | 0.49% | −58−0.4% | Reduced |
| Park National Corp | 13,727 | $775.4K | 0.03% | −55−0.4% | Reduced |
| Gryphon Financial Partners LLC | 13,738 | $776.0K | 0.10% | −723−5.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 13,770 | $777.9K | 0.04% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 13,793 | $779.2K | 0.11% | −65−0.5% | Reduced |
| Colonial River Wealth Management, LLC | 13,807 | $780.0K | 0.39% | +13,807 | New |
| Cladis Investment Advisory, LLC | 13,824 | $780.9K | 0.54% | 00.0% | Unchanged |
| Strategic Investment Advisors | 13,831 | $781.3K | 0.09% | −448−3.1% | Reduced |
| Fox Run Management, L.L.C. | 13,960 | $788.6K | 0.18% | +13,960 | New |
| Wealthspan Partners, LLC | 13,971 | $789.2K | 0.39% | −384−2.7% | Reduced |
| Legacy Advisors, LLC | 13,987 | $790.1K | 0.09% | +1,728+14.1% | Added |
| AMG National Trust Bank | 13,989 | $790.2K | 0.02% | −2,384−14.6% | Reduced |
| Eastern Bank | 13,989 | $790.2K | 0.01% | +13,989 | New |
| Waldron Private Wealth LLC | 13,994 | $790.5K | 0.03% | −234−1.6% | Reduced |
| Avion Wealth | 14,018 | $791.0K | 0.21% | −20.0% | Reduced |
| Fragasso Group Inc. | 14,008 | $791.3K | 0.06% | −2,439−14.8% | Reduced |
| Kiley Juergens Wealth Management, LLC | 14,023 | $792.2K | 0.21% | +117+0.8% | Added |
| Legacy Financial Group LLC | 14,088 | $795.9K | 0.15% | −338−2.3% | Reduced |
| First PREMIER Bank | 14,115 | $797.0K | 0.20% | −208−1.5% | Reduced |
| Nicolet Bankshares Inc | 14,128 | $798.1K | 0.19% | −1,833−11.5% | Reduced |
| First National Bank Sioux Falls | 14,137 | $798.6K | 0.36% | −170−1.2% | Reduced |
| Cohen Capital Management, Inc. | 14,156 | $799.7K | 0.13% | +3,210+29.3% | Added |
| Pacific Global Investment Management CO | 14,233 | $804.0K | 0.15% | +93+0.7% | Added |
| Brooks, Moore & Associates, Inc. | 14,235 | $804.1K | 0.47% | +135+1.0% | Added |
| Gradient Investments LLC | 14,255 | $805.2K | 0.02% | −369−2.5% | Reduced |
| Prio Wealth Limited Partnership | 14,299 | $807.8K | 0.02% | −10−0.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 14,330 | $809.5K | 0.03% | +807+6.0% | Added |
| Kanawha Capital Management LLC | 14,349 | $810.6K | 0.06% | −4,597−24.3% | Reduced |
| LifeSteps Financial, Inc. | 14,410 | $814.0K | 0.64% | +50.0% | Added |
| Northwest Wealth Management, LLC | 14,415 | $814.3K | 0.19% | −156−1.1% | Reduced |
| Hills Bank & Trust Co | 14,418 | $814.5K | 0.06% | +553+4.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,514 | $819.9K | 0.12% | −262−1.8% | Reduced |
| DRW Securities, LLC | 14,551 | $821.6K | 0.05% | −58,324−80.0% | Reduced |
| Hilltop National Bank | 14,564 | $822.7K | 0.25% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 14,587 | $824.0K | 0.09% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 14,676 | $829.0K | 0.17% | +228+1.6% | Added |
| Carnegie Lake Advisors LLC | 14,768 | $834.0K | 0.33% | +14,768 | New |
| C2C Wealth Management, LLC | 12,861 | $834.9K | 0.78% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 14,793 | $835.7K | 0.02% | +9,816+197.2% | Added |
| Eisler Capital (US) LLC | 14,818 | $837.1K | 0.15% | −2,435−14.1% | Reduced |
| North Star Investment Management Corp. | 14,850 | $838.9K | 0.06% | −100−0.7% | Reduced |
| Angeles Wealth Management, LLC | 14,865 | $839.7K | 0.07% | −144−1.0% | Reduced |
| MTM Investment Management, LLC | 14,766 | $841.1K | 0.33% | −52−0.4% | Reduced |
| Argent Financial Group, Inc. | 14,893 | $841.3K | 0.10% | +14,893 | New |
| Papp L Roy & Associates | 14,918 | $842.7K | 0.10% | −4,921−24.8% | Reduced |
| WP Advisors, LLC | 14,961 | $845.1K | 0.31% | −3,341−18.3% | Reduced |
| Eos Management, L.P. | 15,000 | $847.4K | 0.30% | −5,000−25.0% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $847.4K | 0.43% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 15,043 | $849.8K | 0.44% | +25+0.2% | Added |
| Pacific Center for Financial Services | 15,054 | $850.4K | 0.22% | −47−0.3% | Reduced |
| ISAM Funds (UK) Ltd | 15,070 | $851.3K | 0.48% | −18,312−54.9% | Reduced |
| Cascade Investment Advisors, Inc. | 15,100 | $853.0K | 0.54% | −200−1.3% | Reduced |
| Hutner Capital Management Inc | 15,116 | $853.9K | 0.43% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 15,152 | $855.9K | 0.14% | −849−5.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,154 | $856.0K | 0.12% | −1,113−6.8% | Reduced |
| Financial Network Wealth Advisors LLC | 15,191 | $858.1K | 0.71% | −437−2.8% | Reduced |
| Boit C F David | 15,519 | $858.2K | 0.43% | 00.0% | Unchanged |
| Net Worth Advisory Group | 15,316 | $865.2K | 0.26% | +15,316 | New |
| Gilbert & Cook, Inc. | 15,364 | $867.9K | 0.12% | +27+0.2% | Added |
| Eclectic Associates Inc | 15,452 | $872.9K | 0.34% | +178+1.2% | Added |