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
- 2,247
- +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
- 779 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 |
|---|---|---|---|---|---|
| Concentric Capital Strategies, LP | 15,529 | $877.2K | 0.06% | +6,622+74.3% | Added |
| Tranquilli Financial Advisor LLC | 15,630 | $882.9K | 0.55% | +268+1.7% | Added |
| Zacks Investment Management | 15,631 | $883.0K | 0.01% | +197+1.3% | Added |
| Principle Wealth Partners LLC | 15,680 | $885.8K | 0.06% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 15,726 | $888.4K | 0.09% | −3,440−17.9% | Reduced |
| Lantz Financial LLC | 15,732 | $888.7K | 0.24% | +90+0.6% | Added |
| Cornerstone Wealth Management, LLC | 15,732 | $888.7K | 0.06% | −768−4.7% | Reduced |
| Washington Trust Bank | 15,737 | $889.0K | 0.09% | +130+0.8% | Added |
| Studio Investment Management LLC | 15,745 | $889.4K | 0.19% | −915−5.5% | Reduced |
| Sittner & Nelson, LLC | 15,787 | $891.8K | 0.40% | −1,000−6.0% | Reduced |
| Cypress Wealth Services, LLC | 15,815 | $893.4K | 0.18% | +13+0.1% | Added |
| Anchor Investment Management, LLC | 15,903 | $898.3K | 0.08% | +836+5.5% | Added |
| Brookstone Capital Management | 15,950 | $901.0K | 0.01% | −112−0.7% | Reduced |
| Thomasville National Bank | 15,973 | $902.3K | 0.07% | −7,020−30.5% | Reduced |
| Lafayette Investments, Inc. | 15,995 | $903.6K | 0.19% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 16,007 | $904.2K | 0.69% | −1,124−6.6% | Reduced |
| Financial Partners Group, LLC | 16,011 | $904.5K | 0.34% | +1,502+10.4% | Added |
| Claro Advisors LLC | 16,109 | $910.0K | 0.12% | +2,173+15.6% | Added |
| Intrinsic Value Partners, LLC | 16,110 | $910.1K | 0.91% | −663−4.0% | Reduced |
| Sage Mountain Advisors LLC | 16,168 | $913.3K | 0.08% | +331+2.1% | Added |
| Lodestar Private Asset Management LLC | 16,182 | $914.1K | 0.12% | −721−4.3% | Reduced |
| Heartland Bank & Trust Co | 16,207 | $915.5K | 0.49% | −196−1.2% | Reduced |
| Palisade Asset Management, LLC | 16,313 | $921.5K | 0.09% | −500−3.0% | Reduced |
| Graypoint LLC | 16,338 | $922.9K | 0.06% | +75+0.5% | Added |
| Douglass Winthrop Advisors, LLC | 16,392 | $926.0K | 0.02% | +566+3.6% | Added |
| Marcum Wealth, LLC | 16,410 | $927.0K | 0.09% | −314−1.9% | Reduced |
| CWC Advisors, LLC. | 16,431 | $928.2K | 0.92% | +16,431 | New |
| Lipe & Dalton | 16,468 | $930.0K | 0.47% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 16,584 | $936.8K | 0.48% | −6,757−28.9% | Reduced |
| Vivid Wealth Management, LLC | 16,587 | $937.0K | 0.49% | +48+0.3% | Added |
| Aviso Wealth Management | 16,595 | $937.5K | 0.51% | +5,368+47.8% | Added |
| LMCG Investments, LLC | 16,621 | $938.9K | 0.06% | −34−0.2% | Reduced |
| Salem Investment Counselors Inc | 16,638 | $939.9K | 0.03% | −571−3.3% | Reduced |
| Everhart Financial Group, Inc. | 16,667 | $941.5K | 0.21% | +1,392+9.1% | Added |
| Spire Wealth Management | 16,677 | $942.1K | 0.03% | −214−1.3% | Reduced |
| Knuff & Co LLC | 16,692 | $942.9K | 0.29% | 00.0% | Unchanged |
| StoneX Group Inc. | 16,704 | $943.6K | 0.07% | −264−1.6% | Reduced |
| Mangrove Partners | 16,722 | $944.6K | 0.09% | +16,722 | New |
| Boltwood Capital Management | 16,800 | $949.0K | 0.28% | +100+0.6% | Added |
| Capital Investment Advisory Services, LLC | 16,842 | $951.4K | 0.09% | −210−1.2% | Reduced |
| Gladius Capital Management LP | 16,895 | $954.4K | 0.57% | +3,667+27.7% | Added |
| Personal Cfo Solutions, LLC | 16,965 | $958.4K | 0.13% | −263−1.5% | Reduced |
| Garrison Point Advisors, LLC | 17,026 | $961.8K | 0.60% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 17,049 | $963.1K | 0.01% | −700−3.9% | Reduced |
| GM Advisory Group, Inc. | 17,129 | $967.6K | 0.06% | +272+1.6% | Added |
| Quilter Plc | 17,213 | $972.4K | 0.02% | −750−4.2% | Reduced |
| Journey Strategic Wealth LLC | 17,353 | $980.3K | 0.04% | +1,325+8.3% | Added |
| Breakwater Capital Group | 17,404 | $983.2K | 0.20% | +410+2.4% | Added |
| BBR Partners, LLC | 17,405 | $983.2K | 0.07% | −381−2.1% | Reduced |
| Impact Partnership Wealth, LLC | 17,424 | $984.3K | 0.22% | +17,424 | New |
| Dark Forest Capital Management LP | 17,481 | $987.5K | 0.13% | +17,481 | New |
| Campbell & CO Investment Adviser LLC | 17,496 | $988.3K | 0.07% | −66,076−79.1% | Reduced |
| Hexagon Capital Partners LLC | 17,512 | $989.3K | 0.19% | +1,748+11.1% | Added |
| PFG Investments, LLC | 17,552 | $991.5K | 0.06% | +3,654+26.3% | Added |
| Gibbs Wealth Management | 17,555 | $991.7K | 0.32% | +1,899+12.1% | Added |
| Axiom Advisory, LLC | 17,536 | $991.8K | 0.01% | +274+1.6% | Added |
| Highland Capital Management, LLC | 17,594 | $993.9K | 0.06% | −119,430−87.2% | Reduced |
| Pure Financial Advisors, Inc. | 17,635 | $996.2K | 0.02% | +815+4.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,670 | $998.2K | 0.54% | −848−4.6% | Reduced |
| Wharton Business Group, LLC | 17,700 | $1.00M | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 17,726 | $1.00M | 0.08% | +27+0.2% | Added |
| Aaron Wealth Advisors | 17,766 | $1.00M | 0.12% | +3,466+24.2% | Added |
| Mount Lucas Management LP | 17,782 | $1.00M | 0.34% | −26,489−59.8% | Reduced |
| La Banque Postale Asset Management SA | 17,787 | $1.00M | 0.02% | −938−5.0% | Reduced |
| Smartleaf Asset Management LLC | 18,051 | $1.01M | 0.12% | +5,604+45.0% | Added |
| Adviser Investments LLC | 17,864 | $1.01M | 0.01% | −611−3.3% | Reduced |
| MV Capital Management, Inc. | 17,865 | $1.01M | 0.11% | +1,345+8.1% | Added |
| Ancora Advisors, LLC | 17,903 | $1.01M | 0.02% | +654+3.8% | Added |
| William B. Walkup & Associates, Inc. | 17,943 | $1.01M | 0.63% | −66−0.4% | Reduced |
| Becker Capital Management Inc | 17,957 | $1.01M | 0.03% | +746+4.3% | Added |
| Barbara Oil Co. | 18,000 | $1.02M | 0.42% | 00.0% | Unchanged |
| nVerses Capital, LLC | 18,000 | $1.02M | 0.47% | +5,700+46.3% | Added |
| Modera Wealth Management, LLC | 18,014 | $1.02M | 0.01% | +167+0.9% | Added |
| Caldwell Trust Co | 18,023 | $1.02M | 0.11% | 00.0% | Unchanged |
| Busey Wealth Management | 18,045 | $1.02M | 0.03% | −382−2.1% | Reduced |
| GeoWealth Management, LLC | 18,066 | $1.02M | 0.04% | −1,492−7.6% | Reduced |
| Diligent Investors, LLC | 18,072 | $1.02M | 0.24% | +1,017+6.0% | Added |
| Mountain Pacific Investment Advisers Inc | 18,132 | $1.02M | 0.07% | −1,531−7.8% | Reduced |
| Exencial Wealth Advisors, LLC | 18,262 | $1.03M | 0.04% | +481+2.7% | Added |
| Trinity Financial Advisors LLC | 24,317 | $1.03M | 0.46% | +257+1.1% | Added |
| Greatmark Investment Partners, Inc. | 18,273 | $1.03M | 0.14% | +800+4.6% | Added |
| Providence Wealth Advisors, LLC | 15,954 | $1.03M | 0.76% | +475+3.1% | Added |
| SeaCrest Wealth Management, LLC | 18,316 | $1.03M | 0.11% | −46−0.3% | Reduced |
| Delap Wealth Advisory, LLC | 18,350 | $1.04M | 0.66% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 18,376 | $1.04M | 0.07% | +5,788+46.0% | Added |
| LexAurum Advisors, LLC | 18,438 | $1.04M | 0.23% | +10.0% | Added |
| Sawyer & Company, Inc | 18,440 | $1.04M | 0.39% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 18,473 | $1.04M | 0.04% | −7,123−27.8% | Reduced |
| Annandale Capital, LLC | 18,508 | $1.05M | 0.21% | −634−3.3% | Reduced |
| Valtinson Bruner Financial Planning LLC | 18,539 | $1.05M | 0.36% | +7,451+67.2% | Added |
| AdvisorNet Financial, Inc | 18,539 | $1.05M | 0.08% | +184+1.0% | Added |
| Sentry LLC | 18,630 | $1.05M | 0.20% | −60−0.3% | Reduced |
| Essex Savings Bank | 18,674 | $1.05M | 0.26% | −20−0.1% | Reduced |
| XML Financial, LLC | 18,674 | $1.05M | 0.10% | −1,600−7.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,680 | $1.06M | 0.53% | +835+4.7% | Added |
| Syon Capital LLC | 18,807 | $1.06M | 0.09% | −514−2.7% | Reduced |
| Ameritas Advisory Services, LLC | 18,967 | $1.07M | 0.05% | +3,327+21.3% | Added |
| Wallace Advisory Group, LLC | 18,052 | $1.07M | 0.78% | −302−1.6% | Reduced |
| Financial Counselors Inc | 19,010 | $1.07M | 0.02% | +373+2.0% | Added |
| Clarius Group, LLC | 19,217 | $1.08M | 0.08% | −1,246−6.1% | Reduced |