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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 23,980 | $1.35M | 0.15% | −147,498−86.0% | Reduced |
| Insight Advisors, LLC | 24,014 | $1.36M | 0.24% | −18−0.1% | Reduced |
| Drive Wealth Management, LLC | 24,149 | $1.36M | 0.36% | +1,381+6.1% | Added |
| First Horizon Advisors, Inc. | 24,210 | $1.37M | 0.04% | −191−0.8% | Reduced |
| Davidson Trust Co | 24,259 | $1.37M | 0.70% | +6,326+35.3% | Added |
| Lake Street Advisors Group, LLC | 24,279 | $1.37M | 0.06% | −888−3.5% | Reduced |
| Diversified Trust Co | 24,335 | $1.37M | 0.03% | +2,294+10.4% | Added |
| Laurel Wealth Advisors LLC | 24,380 | $1.38M | 0.22% | +520+2.2% | Added |
| NBC Securities, Inc. | 24,405 | $1.38M | 0.12% | +390+1.6% | Added |
| Aspiriant, LLC | 24,430 | $1.38M | 0.05% | +977+4.2% | Added |
| Cadinha & Co LLC | 24,572 | $1.39M | 0.24% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 24,588 | $1.39M | 0.04% | −776−3.1% | Reduced |
| Citizens National Bank Trust Department | 24,627 | $1.39M | 0.29% | −2,200−8.2% | Reduced |
| Synergy Financial Management, LLC | 24,716 | $1.40M | 0.21% | +24,716 | New |
| Howard Capital Management Inc. | 24,731 | $1.40M | 0.02% | +24,731 | New |
| Fort Sheridan Advisors LLC | 24,755 | $1.40M | 0.21% | −825−3.2% | Reduced |
| Fisher Asset Management, LLC | 24,833 | $1.40M | 0.00% | +3,016+13.8% | Added |
| Private Trust Co NA | 24,895 | $1.41M | 0.14% | −473−1.9% | Reduced |
| London Co of Virginia | 24,901 | $1.41M | 0.01% | +50.0% | Added |
| Chemistry Wealth Management LLC | 25,056 | $1.42M | 0.34% | −2,933−10.5% | Reduced |
| National Philanthropic Trust | 25,081 | $1.42M | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 25,213 | $1.42M | 0.22% | +329+1.3% | Added |
| RFG Advisory, LLC | 25,386 | $1.43M | 0.04% | +154+0.6% | Added |
| Islay Capital Management, LLC | 25,435 | $1.44M | 0.96% | 00.0% | Unchanged |
| Holderness Investments Co | 25,512 | $1.44M | 0.31% | −30.0% | Reduced |
| Fiduciary Group LLC | 25,690 | $1.45M | 0.15% | −834−3.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 25,696 | $1.45M | 0.59% | +4,295+20.1% | Added |
| Balyasny Asset Management LLC | 25,796 | $1.46M | 0.00% | −4,761,817−99.5% | Reduced |
| Atomi Financial Group, Inc. | 25,855 | $1.46M | 0.09% | −2,516−8.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 25,958 | $1.47M | 0.45% | +35+0.1% | Added |
| Level Four Advisory Services, LLC | 22,672 | $1.47M | 0.06% | −54,687−70.7% | Reduced |
| Jeppson Wealth Management, LLC | 26,140 | $1.48M | 0.53% | −502−1.9% | Reduced |
| KG&L Capital Management,LLC | 27,334 | $1.48M | 0.48% | +16,019+141.6% | Added |
| Venture Visionary Partners LLC | 26,286 | $1.48M | 0.06% | −14,906−36.2% | Reduced |
| GHP Investment Advisors, Inc. | 26,353 | $1.49M | 0.07% | +710+2.8% | Added |
| Meridian Investment Counsel Inc. | 26,381 | $1.49M | 0.45% | −2,511−8.7% | Reduced |
| Coastwise Capital Group, LLC | 26,436 | $1.49M | 1.23% | +26,436 | New |
| Resources Management Corp | 26,480 | $1.50M | 0.20% | −200−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 26,546 | $1.50M | 0.05% | −3,104−10.5% | Reduced |
| Diversify Wealth Management, LLC | 23,405 | $1.51M | 0.15% | −837−3.5% | Reduced |
| Everett Harris & Co | 26,799 | $1.51M | 0.02% | −430−1.6% | Reduced |
| Hardin Capital Partners, LLC | 16,647 | $1.51M | 0.86% | −461−2.7% | Reduced |
| Evergreen Capital Management LLC | 26,903 | $1.52M | 0.05% | −2,475−8.4% | Reduced |
| Dynasty Wealth Management, LLC | 26,918 | $1.52M | 0.05% | −4,263−13.7% | Reduced |
| Apella Capital, LLC | 27,560 | $1.52M | 0.06% | +2,805+11.3% | Added |
| Graham Capital Management, L.P. | 26,988 | $1.52M | 0.05% | +26,988 | New |
| Whittier Trust Co of Nevada Inc | 27,069 | $1.53M | 0.04% | −2,402−8.2% | Reduced |
| Crestline Management, LP | 27,069 | $1.53M | 0.09% | +27,069 | New |
| Terry L. Blaker | 27,114 | $1.53M | 0.06% | +6,114+29.1% | Added |
| Northside Capital Management, LLC | 27,127 | $1.53M | 0.24% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 27,500 | $1.55M | 0.87% | +27,500 | New |
| Sweeney & Michel, LLC | 24,173 | $1.56M | 0.61% | +1,956+8.8% | Added |
| Kerrisdale Advisers, LLC | 27,696 | $1.56M | 0.53% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 27,781 | $1.57M | 0.07% | −528−1.9% | Reduced |
| Harbour Investments, Inc. | 27,829 | $1.57M | 0.05% | −22−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 27,872 | $1.57M | 0.02% | +4,048+17.0% | Added |
| Fidelis Capital Partners, LLC | 24,485 | $1.58M | 0.19% | +311+1.3% | Added |
| Vista Investment Management | 28,046 | $1.58M | 0.60% | −284−1.0% | Reduced |
| Rothschild Investment LLC | 28,067 | $1.59M | 0.10% | −741−2.6% | Reduced |
| Lummis Asset Management, LP | 28,074 | $1.59M | 1.85% | +196+0.7% | Added |
| Baker Avenue Asset Management, LP | 28,151 | $1.59M | 0.05% | +1,194+4.4% | Added |
| Johnson Investment Counsel Inc | 28,391 | $1.60M | 0.02% | +9,495+50.2% | Added |
| N.E.W. Advisory Services LLC | 28,590 | $1.62M | 0.16% | +123+0.4% | Added |
| Insigneo Advisory Services, LLC | 28,682 | $1.62M | 0.16% | −803−2.7% | Reduced |
| Aspire Private Capital, LLC | 28,789 | $1.63M | 0.39% | +1,998+7.5% | Added |
| We Are One Seven, LLC | 28,811 | $1.63M | 0.07% | −1,222−4.1% | Reduced |
| Mystic Asset Management, Inc. | 28,995 | $1.64M | 0.62% | −819−2.7% | Reduced |
| Argent Advisors, Inc. | 29,190 | $1.65M | 0.61% | +450+1.6% | Added |
| Marco Investment Management LLC | 29,501 | $1.67M | 0.14% | +100+0.3% | Added |
| Shelton Wealth Management, LLC | 29,615 | $1.67M | 0.95% | +26+0.1% | Added |
| Integrated Advisors Network LLC | 29,647 | $1.67M | 0.08% | −219−0.7% | Reduced |
| Founders Financial Securities LLC | 29,802 | $1.68M | 0.16% | −184−0.6% | Reduced |
| Peak Asset Management, LLC | 29,903 | $1.69M | 0.32% | −944−3.1% | Reduced |
| Alaska Permanent Fund Corp | 29,947 | $1.69M | 0.02% | 00.0% | Unchanged |
| Ally Financial Inc. | 30,000 | $1.69M | 0.20% | +30,000 | New |
| Xcel Wealth Management, LLC | 30,051 | $1.70M | 0.50% | −1,558−4.9% | Reduced |
| Carret Asset Management, LLC | 30,172 | $1.70M | 0.18% | −2,350−7.2% | Reduced |
| Pacifica Partners Inc. | 30,233 | $1.71M | 0.71% | +270+0.9% | Added |
| Nomura Holdings Inc | 30,267 | $1.71M | 0.01% | −85,897−73.9% | Reduced |
| Smith Shellnut Wilson LLC | 30,356 | $1.71M | 0.78% | −1,500−4.7% | Reduced |
| Conning Inc. | 30,394 | $1.72M | 0.06% | −319−1.0% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $1.72M | 0.10% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 30,412 | $1.72M | 0.53% | −137−0.4% | Reduced |
| NVWM, LLC | 30,422 | $1.72M | 0.44% | +1,391+4.8% | Added |
| Tradition Wealth Management, LLC | 30,453 | $1.72M | 0.15% | −941−3.0% | Reduced |
| Granite Investment Partners, LLC | 30,587 | $1.73M | 0.07% | −1,000−3.2% | Reduced |
| Rehmann Capital Advisory Group | 30,826 | $1.75M | 0.11% | +521+1.7% | Added |
| Great Lakes Retirement, Inc. | 30,991 | $1.75M | 0.22% | +8,187+35.9% | Added |
| Marks Group Wealth Management, Inc | 31,148 | $1.76M | 0.17% | −264−0.8% | Reduced |
| Freemont Management S.A. | 31,200 | $1.76M | 0.92% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 31,252 | $1.77M | 1.11% | −250−0.8% | Reduced |
| Selway Asset Management | 31,400 | $1.77M | 0.69% | −3,600−10.3% | Reduced |
| Diversify Advisory Services, LLC | 27,371 | $1.77M | 0.10% | −1,438−5.0% | Reduced |
| Argus Investors' Counsel, Inc. | 31,514 | $1.78M | 1.16% | +8,107+34.6% | Added |
| David Loasby | 32,472 | $1.79M | 0.17% | +1,460+4.7% | Added |
| Westmount Partners, LLC | 31,647 | $1.79M | 0.54% | −263−0.8% | Reduced |
| Grimes & Company, Inc. | 31,678 | $1.79M | 0.05% | +949+3.1% | Added |
| Moneta Group Investment Advisors LLC | 31,713 | $1.79M | 0.03% | +2,391+8.2% | Added |
| Applied Capital LLC | 31,802 | $1.80M | 1.40% | −380−1.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 32,021 | $1.81M | 0.04% | +2,800+9.6% | Added |