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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 19,164 | $1.08M | 0.08% | +9,958+108.2% | Added |
| CX Institutional | 19,211 | $1.09M | 0.05% | −592−3.0% | Reduced |
| First National Trust Co | 19,243 | $1.09M | 0.04% | −250−1.3% | Reduced |
| Chicago Capital, LLC | 19,247 | $1.09M | 0.03% | −722−3.6% | Reduced |
| American State Bank (Iowa) | 19,287 | $1.09M | 0.66% | −172−0.9% | Reduced |
| Keystone Financial Services | 19,326 | $1.09M | 0.42% | +1,360+7.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 19,335 | $1.09M | 0.23% | −578−2.9% | Reduced |
| DMG Group, LLC | 19,373 | $1.09M | 0.89% | −1,219−5.9% | Reduced |
| Capstone Investment Advisors, LLC | 19,390 | $1.10M | 0.02% | +8,924+85.3% | Added |
| Dakota Wealth Management | 19,474 | $1.10M | 0.02% | −428−2.2% | Reduced |
| Investors Asset Management of Georgia Inc | 19,614 | $1.11M | 0.52% | +59+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 19,660 | $1.11M | 0.17% | −290−1.5% | Reduced |
| First Bank & Trust | 19,675 | $1.11M | 0.21% | −139−0.7% | Reduced |
| Affinity Investment Advisors, LLC | 19,676 | $1.11M | 0.76% | −454−2.3% | Reduced |
| Equitable Trust Co | 19,682 | $1.11M | 0.07% | −353−1.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 19,733 | $1.11M | 0.46% | −450−2.2% | Reduced |
| Excalibur Management Corp | 19,778 | $1.12M | 0.43% | −637−3.1% | Reduced |
| Polianta Ltd | 19,800 | $1.12M | 0.52% | +19,800 | New |
| Arkadios Wealth Advisors | 19,801 | $1.12M | 0.06% | +3,228+19.5% | Added |
| London & Capital Asset Management Ltd | 19,826 | $1.12M | 0.09% | +109+0.6% | Added |
| JT Stratford LLC | 19,840 | $1.12M | 0.19% | −857−4.1% | Reduced |
| HBK Sorce Advisory LLC | 19,924 | $1.13M | 0.03% | −982−4.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 19,951 | $1.13M | 0.03% | −1,148−5.4% | Reduced |
| Harbor Advisors LLC | 20,000 | $1.13M | 0.19% | 00.0% | Unchanged |
| Savoie Capital LLC | 20,000 | $1.13M | 0.14% | +20,000 | New |
| Continuum Advisory, LLC | 15,527 | $1.13M | 0.14% | +424+2.8% | Added |
| OneAscent Financial Services LLC | 20,013 | $1.13M | 0.81% | +20,013 | New |
| Frank, Rimerman Advisors LLC | 20,083 | $1.13M | 0.08% | −601−2.9% | Reduced |
| Mather Group, LLC. | 20,134 | $1.14M | 0.01% | +1,391+7.4% | Added |
| BLB&B Advisors, LLC | 20,173 | $1.14M | 0.06% | −718−3.4% | Reduced |
| LS Investment Advisors, LLC | 20,213 | $1.14M | 0.17% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 20,238 | $1.14M | 0.25% | +36+0.2% | Added |
| RNC Capital Management LLC | 19,349 | $1.15M | 0.06% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 20,361 | $1.15M | 0.10% | +848+4.3% | Added |
| Courier Capital LLC | 20,389 | $1.15M | 0.08% | −97−0.5% | Reduced |
| Kennedy Investment Group | 20,420 | $1.15M | 0.53% | −84−0.4% | Reduced |
| Pinnacle Bancorp, Inc. | 20,472 | $1.16M | 0.31% | −3,557−14.8% | Reduced |
| Diametric Capital, LP | 20,490 | $1.16M | 0.57% | +20,490 | New |
| Prudent Man Advisors, LLC | 20,536 | $1.16M | 0.39% | −437−2.1% | Reduced |
| Cetera Trust Company, N.A | 20,648 | $1.17M | 0.71% | −900−4.2% | Reduced |
| Lazari Capital Management, Inc. | 20,703 | $1.17M | 0.50% | −256−1.2% | Reduced |
| Main Street Research LLC | 20,713 | $1.17M | 0.07% | −7,844−27.5% | Reduced |
| EverSource Wealth Advisors, LLC | 20,717 | $1.17M | 0.07% | −481−2.3% | Reduced |
| First Financial Bank - Trust Division | 20,859 | $1.18M | 0.11% | −3,054−12.8% | Reduced |
| Castle Rock Wealth Management, LLC | 20,626 | $1.18M | 0.28% | +1,273+6.6% | Added |
| Semanteon Capital Management, LP | 20,929 | $1.18M | 0.81% | +20,929 | New |
| Hartford Funds Management Co LLC | 20,984 | $1.19M | 0.11% | +3,465+19.8% | Added |
| Lindbrook Capital, LLC | 21,019 | $1.19M | 0.11% | +345+1.7% | Added |
| Citadel Investment Advisory, Inc. | 21,091 | $1.19M | 0.63% | −300−1.4% | Reduced |
| Wealthspire Advisors, LLC | 21,104 | $1.19M | 0.01% | −578−2.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 21,109 | $1.19M | 0.15% | +40.0% | Added |
| Miracle Mile Advisors, LLC | 21,185 | $1.20M | 0.03% | +824+4.0% | Added |
| Csenge Advisory Group | 19,633 | $1.20M | 0.06% | +53+0.3% | Added |
| RIA Advisory Group LLC | 21,260 | $1.20M | 0.42% | +21,260 | New |
| Leavell Investment Management, Inc. | 21,342 | $1.21M | 0.06% | +281+1.3% | Added |
| Welch Group, LLC | 21,360 | $1.21M | 0.05% | +194+0.9% | Added |
| Jump Financial, LLC | 21,439 | $1.21M | 0.02% | −32,676−60.4% | Reduced |
| Foundations Investment Advisors, LLC | 21,483 | $1.21M | 0.03% | +1,179+5.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,505 | $1.21M | 0.03% | +1,975+10.1% | Added |
| Cito Capital Group, LLC | 21,503 | $1.22M | 0.45% | +2,000+10.3% | Added |
| Country Club Bank | 21,848 | $1.22M | 0.08% | −10,164−31.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,681 | $1.22M | 0.11% | +1,202+5.9% | Added |
| Sendero Wealth Management, LLC | 21,685 | $1.22M | 0.19% | +866+4.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 21,730 | $1.23M | 0.03% | +14,682+208.3% | Added |
| Essex Financial Services, Inc. | 18,935 | $1.23M | 0.09% | −4,725−20.0% | Reduced |
| Pflug Koory, LLC | 21,761 | $1.23M | 0.60% | +21,761 | New |
| Foresight Global Investors, Inc. | 21,820 | $1.23M | 0.67% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 21,910 | $1.24M | 0.14% | +2,644+13.7% | Added |
| Accredited Investors Inc. | 21,942 | $1.24M | 0.07% | −4,538−17.1% | Reduced |
| Mutual Advisors, LLC | 18,981 | $1.24M | 0.04% | −1,323−6.5% | Reduced |
| Ransom Advisory, Ltd | 22,136 | $1.25M | 0.58% | +2,850+14.8% | Added |
| Cove Street Capital, LLC | 22,150 | $1.25M | 0.98% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 29,244 | $1.25M | 0.32% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 22,216 | $1.25M | 0.07% | +9,867+79.9% | Added |
| Skopos Labs, Inc. | 22,218 | $1.26M | 0.41% | +1,776+8.7% | Added |
| Martin & Co Inc | 22,240 | $1.26M | 0.30% | −29−0.1% | Reduced |
| TRUE Private Wealth Advisors | 22,248 | $1.26M | 0.15% | −1,737−7.2% | Reduced |
| Unique Wealth Strategies, LLC | 22,343 | $1.26M | 0.54% | +631+2.9% | Added |
| Fulton Bank, N.A. | 22,349 | $1.26M | 0.05% | −1,275−5.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 22,357 | $1.26M | 0.10% | +99+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 22,361 | $1.26M | 0.29% | −404−1.8% | Reduced |
| IHT Wealth Management, LLC | 22,483 | $1.26M | 0.04% | +3,155+16.3% | Added |
| Jefferies Financial Group Inc. | 22,383 | $1.26M | 0.02% | −34,375−60.6% | Reduced |
| One Capital Management, LLC | 22,476 | $1.27M | 0.04% | +2,615+13.2% | Added |
| LJI Wealth Management, LLC | 22,487 | $1.27M | 0.26% | −1,978−8.1% | Reduced |
| Rossmore Private Capital | 22,624 | $1.28M | 0.16% | 00.0% | Unchanged |
| Washington Trust Co | 22,750 | $1.29M | 0.05% | −39−0.2% | Reduced |
| Summit Financial, LLC | 22,754 | $1.29M | 0.05% | −100.0% | Reduced |
| Buffington Mohr McNeal | 22,802 | $1.29M | 0.21% | +19+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 22,869 | $1.29M | 0.02% | +140+0.6% | Added |
| Soltis Investment Advisors LLC | 22,984 | $1.30M | 0.13% | −1,305−5.4% | Reduced |
| Great Valley Advisor Group, Inc. | 23,205 | $1.31M | 0.03% | +487+2.1% | Added |
| Silvercrest Asset Management Group LLC | 23,213 | $1.31M | 0.01% | −5,881−20.2% | Reduced |
| Schechter Investment Advisors, LLC | 23,425 | $1.32M | 0.10% | −2,728−10.4% | Reduced |
| Neville Rodie & Shaw Inc | 23,604 | $1.33M | 0.10% | −1,949−7.6% | Reduced |
| Trust Co of Toledo NA | 23,793 | $1.34M | 0.18% | −211−0.9% | Reduced |
| E Fund Management Co., Ltd. | 23,820 | $1.35M | 0.07% | +1,873+8.5% | Added |
| Beese Fulmer Investment Management, Inc. | 23,824 | $1.35M | 0.12% | −1,061−4.3% | Reduced |
| Sunbelt Securities, Inc. | 23,830 | $1.35M | 0.13% | +1,027+4.5% | Added |
| Tealwood Asset Management Inc | 23,964 | $1.35M | 0.59% | +23,964 | New |