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 |
|---|---|---|---|---|---|
| AF Advisors, Inc. | 32,040 | $1.81M | 0.26% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 32,068 | $1.81M | 0.08% | −746−2.3% | Reduced |
| Azimuth Capital Investment Management LLC | 32,150 | $1.82M | 0.07% | −3,708−10.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.82M | 0.54% | 00.0% | Unchanged |
| Auxier Asset Management | 32,302 | $1.82M | 0.27% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 32,394 | $1.83M | 0.85% | −200−0.6% | Reduced |
| Bennett Selby Investments LP | 32,573 | $1.84M | 0.77% | −199−0.6% | Reduced |
| Parallel Advisors, LLC | 32,798 | $1.85M | 0.04% | +1,001+3.1% | Added |
| ZWJ Investment Counsel Inc | 32,949 | $1.86M | 0.08% | +10.0% | Added |
| Mount Yale Investment Advisors, LLC | 32,982 | $1.86M | 0.18% | −5,689−14.7% | Reduced |
| Golden State Equity Partners | 33,090 | $1.87M | 0.29% | +299+0.9% | Added |
| Wrapmanager Inc | 33,844 | $1.91M | 0.49% | +768+2.3% | Added |
| Applied Finance Capital Management, LLC | 34,010 | $1.92M | 0.08% | −556−1.6% | Reduced |
| Miller Investment Management, LP | 34,082 | $1.93M | 0.20% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 34,100 | $1.93M | 1.28% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 34,403 | $1.94M | 0.09% | +24,835+259.6% | Added |
| Mesirow Financial Investment Management, Inc. | 34,464 | $1.95M | 0.04% | +18,138+111.1% | Added |
| Schnieders Capital Management LLC | 34,554 | $1.95M | 0.37% | −3,400−9.0% | Reduced |
| American Money Management, LLC | 34,626 | $1.96M | 0.39% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 34,714 | $1.96M | 0.16% | −284−0.8% | Reduced |
| Optiver Holding B.V. | 34,846 | $1.97M | 0.05% | −673,138−95.1% | Reduced |
| Alpha DNA Investment Management LLC | 34,938 | $1.97M | 1.08% | −50,219−59.0% | Reduced |
| Ethic Inc. | 34,093 | $1.98M | 0.05% | −4,936−12.6% | Reduced |
| Iams Wealth Management, LLC | 35,145 | $1.99M | 0.97% | +2,835+8.8% | Added |
| Marotta Asset Management | 35,237 | $1.99M | 0.39% | 00.0% | Unchanged |
| Quest Partners LLC | 35,448 | $2.00M | 0.18% | −14,252−28.7% | Reduced |
| Leonteq Securities AG | 35,646 | $2.01M | 0.24% | −3,167−8.2% | Reduced |
| Triangle Securities Wealth Management | 35,691 | $2.02M | 0.52% | −974−2.7% | Reduced |
| Dynamic Advisor Solutions LLC | 35,704 | $2.02M | 0.06% | +1,965+5.8% | Added |
| Keystone Wealth Services, LLC | 35,970 | $2.03M | 0.56% | −108−0.3% | Reduced |
| Shell Asset Management Co | 35,971 | $2.03M | 0.09% | +35,971 | New |
| Cigna Investments Inc | 36,062 | $2.04M | 0.36% | −612−1.7% | Reduced |
| Chicago Partners Investment Group LLC | 31,754 | $2.05M | 0.07% | +4,096+14.8% | Added |
| Alpha Cubed Investments, LLC | 36,385 | $2.06M | 0.09% | −1,952−5.1% | Reduced |
| Pictet Bank & Trust Ltd | 36,500 | $2.06M | 2.09% | −1,215−3.2% | Reduced |
| Burney Co | 36,583 | $2.07M | 0.07% | −991−2.6% | Reduced |
| Tower Bridge Advisors | 36,646 | $2.07M | 0.21% | −3,075−7.7% | Reduced |
| Wesbanco Bank Inc | 36,889 | $2.08M | 0.07% | −1,203−3.2% | Reduced |
| Walleye Capital LLC | 36,937 | $2.09M | 0.02% | −232,160−86.3% | Reduced |
| Vista Wealth Management Group, LLC | 37,008 | $2.09M | 0.14% | +244+0.7% | Added |
| Crestwood Advisors Group LLC | 37,017 | $2.09M | 0.04% | +1,262+3.5% | Added |
| Banque Cantonale Vaudoise | 37,114 | $2.10M | 0.09% | −6,241−14.4% | Reduced |
| Evercore Wealth Management, LLC | 37,204 | $2.10M | 0.03% | −350−0.9% | Reduced |
| Centaurus Financial, Inc. | 37,282 | $2.11M | 0.13% | −4,529−10.8% | Reduced |
| GAMMA Investing LLC | 37,479 | $2.12M | 0.21% | +4,985+15.3% | Added |
| Legato Capital Management LLC | 37,484 | $2.12M | 0.26% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 37,485 | $2.12M | 0.09% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 37,539 | $2.12M | 0.47% | −10.0% | Reduced |
| QV Investors Inc. | 37,587 | $2.12M | 0.19% | −115,180−75.4% | Reduced |
| Voya Financial Advisors, Inc. | 38,070 | $2.13M | 0.23% | +1,232+3.3% | Added |
| HAP Trading, LLC | 37,737 | $2.13M | 1.08% | +37,737 | New |
| Oarsman Capital, Inc. | 37,769 | $2.13M | 0.39% | +1,253+3.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,787 | $2.13M | 0.32% | +752+2.0% | Added |
| First Citizens Bank & Trust Co | 37,977 | $2.15M | 0.05% | +564+1.5% | Added |
| Avestar Capital, LLC | 38,051 | $2.15M | 0.23% | +1,180+3.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 38,074 | $2.15M | 0.61% | +2,433+6.8% | Added |
| Oppenheimer & Co Inc | 38,290 | $2.16M | 0.03% | −2,037−5.1% | Reduced |
| Cunning Capital Partners, LP | 38,675 | $2.19M | 1.16% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 38,873 | $2.20M | 0.18% | −4,710−10.8% | Reduced |
| HF Advisory Group, LLC | 38,893 | $2.20M | 1.02% | +3,637+10.3% | Added |
| J.W. Cole Advisors, Inc. | 38,981 | $2.20M | 0.09% | +7,276+22.9% | Added |
| Lakeview Capital Partners, LLC | 39,084 | $2.21M | 0.35% | −7,622−16.3% | Reduced |
| River & Mercantile Asset Management LLP | 39,115 | $2.21M | 0.48% | −960−2.4% | Reduced |
| Quadrant Capital Group LLC | 39,208 | $2.21M | 0.15% | −77−0.2% | Reduced |
| Koss-Olinger Consulting, LLC | 39,385 | $2.23M | 0.19% | −116−0.3% | Reduced |
| Capital Markets Trading UK LLP | 39,623 | $2.24M | 2.07% | −128,666−76.5% | Reduced |
| Ballentine Partners, LLC | 39,667 | $2.24M | 0.04% | +1,676+4.4% | Added |
| Round Hill Asset Management | 39,792 | $2.25M | 1.49% | −775−1.9% | Reduced |
| United Asset Strategies, Inc. | 39,993 | $2.26M | 0.21% | +199+0.5% | Added |
| KCM Investment Advisors LLC | 39,996 | $2.26M | 0.08% | −744−1.8% | Reduced |
| Snowden Capital Advisors LLC | 40,137 | $2.27M | 0.07% | +1,148+2.9% | Added |
| Central Trust Co | 40,148 | $2.27M | 0.05% | −7,437−15.6% | Reduced |
| Simplicity Wealth,LLC | 40,247 | $2.27M | 0.21% | −53,896−57.2% | Reduced |
| Pring Turner Capital Group Inc | 40,369 | $2.28M | 1.44% | −3,437−7.8% | Reduced |
| IFP Advisors, Inc | 40,408 | $2.28M | 0.08% | +3,437+9.3% | Added |
| Stableford Capital II LLC | 37,617 | $2.29M | 0.92% | −298−0.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 40,638 | $2.30M | 0.03% | −2,070−4.8% | Reduced |
| CWA Asset Management Group, LLC | 40,719 | $2.30M | 0.12% | +40,719 | New |
| Brighton Jones LLC | 40,797 | $2.30M | 0.09% | −1,753−4.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,830 | $2.31M | 0.58% | 00.0% | Unchanged |
| Shayne & Co., LLC | 40,977 | $2.31M | 0.58% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 41,100 | $2.32M | 0.51% | −34,400−45.6% | Reduced |
| LGT Fund Management Co Ltd. | 41,995 | $2.32M | 0.24% | +279+0.7% | Added |
| Choate Investment Advisors | 41,314 | $2.33M | 0.06% | −582−1.4% | Reduced |
| Concurrent Investment Advisors, LLC | 41,403 | $2.34M | 0.07% | +643+1.6% | Added |
| Eisler Capital (UK) Ltd. | 41,656 | $2.35M | 0.56% | +41,656 | New |
| Naviter Wealth, LLC | 41,731 | $2.36M | 0.33% | −382−0.9% | Reduced |
| Smith, Salley & Associates | 41,822 | $2.36M | 0.15% | +61+0.1% | Added |
| Capital International Sarl | 41,969 | $2.37M | 0.06% | −9,612−18.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 42,000 | $2.37M | 0.58% | +42,000 | New |
| Argyle Capital Management Inc. | 42,093 | $2.38M | 0.95% | −1,500−3.4% | Reduced |
| Meridian Wealth Partners, LLC | 42,239 | $2.39M | 0.37% | −210−0.5% | Reduced |
| Fiduciary Family Office, LLC | 42,391 | $2.39M | 0.79% | −2,582−5.7% | Reduced |
| Gs Investments, Inc. | 42,400 | $2.40M | 1.07% | 00.0% | Unchanged |
| Wynn Capital, LLC | 42,566 | $2.40M | 1.58% | +1,010+2.4% | Added |
| Brown Brothers Harriman & Co | 42,703 | $2.41M | 0.02% | −122−0.3% | Reduced |
| Paradigm Asset Management Co LLC | 42,852 | $2.42M | 0.63% | 00.0% | Unchanged |
| White Pine Capital LLC | 42,920 | $2.42M | 0.83% | −403−0.9% | Reduced |
| Trust Asset Management LLC | 43,152 | $2.44M | 0.19% | −3,890−8.3% | Reduced |
| Foster Group, Inc. | 43,162 | $2.44M | 0.09% | −8,361−16.2% | Reduced |