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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 43,307 | $2.45M | 0.05% | +1,030+2.4% | Added |
| Cohen Investment Advisors LLC | 43,448 | $2.45M | 1.50% | −30.0% | Reduced |
| Johnson Financial Group, Inc. | 43,680 | $2.47M | 0.11% | +5,954+15.8% | Added |
| HTLF Bank | 43,878 | $2.48M | 0.27% | −1,484−3.3% | Reduced |
| Peoples Bank | 43,909 | $2.48M | 1.66% | −480−1.1% | Reduced |
| Premier Path Wealth Partners, LLC | 43,966 | $2.48M | 0.39% | +1,146+2.7% | Added |
| Franklin Street Advisors Inc | 44,071 | $2.49M | 0.17% | +1,493+3.5% | Added |
| Wolverine Asset Management LLC | 44,099 | $2.49M | 0.04% | +44,099 | New |
| HM Payson & Co | 44,255 | $2.50M | 0.04% | +3,451+8.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $2.50M | 0.02% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 44,318 | $2.50M | 0.04% | −75,657−63.1% | Reduced |
| Buckingham Strategic Partners | 44,673 | $2.52M | 0.05% | +564+1.3% | Added |
| NBT Bank N A | 44,891 | $2.54M | 0.17% | −1,586−3.4% | Reduced |
| Kuhn & Co Investment Counsel | 44,942 | $2.54M | 2.17% | −88−0.2% | Reduced |
| Joel Isaacson & Co., LLC | 45,156 | $2.55M | 0.12% | +313+0.7% | Added |
| Coldstream Capital Management Inc | 43,973 | $2.56M | 0.06% | +6,841+18.4% | Added |
| Goelzer Investment Management, Inc. | 45,333 | $2.56M | 0.14% | −3,770−7.7% | Reduced |
| Stonegate Investment Group, LLC | 45,433 | $2.57M | 0.07% | +2,954+7.0% | Added |
| D L Carlson Investment Group Inc | 45,475 | $2.57M | 0.46% | −6,000−11.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 45,749 | $2.58M | 0.05% | +974+2.2% | Added |
| AlphaStar Capital Management, LLC | 45,757 | $2.58M | 0.20% | +7,510+19.6% | Added |
| NWF Advisory Services Inc. | 45,766 | $2.59M | 0.38% | −17,767−28.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 45,781 | $2.59M | 0.16% | +3,512+8.3% | Added |
| Avitas Wealth Management LLC | 45,838 | $2.59M | 0.36% | +596+1.3% | Added |
| Fiduciary Trust Co | 45,907 | $2.59M | 0.04% | +397+0.9% | Added |
| Union Heritage Capital, LLC | 45,970 | $2.60M | 0.96% | 00.0% | Unchanged |
| Welch & Forbes LLC | 46,164 | $2.61M | 0.03% | −1,762−3.7% | Reduced |
| WCG Wealth Advisors LLC | 46,172 | $2.61M | 0.18% | −810−1.7% | Reduced |
| Groupama Asset Managment | 57,811 | $2.62M | 0.07% | +57,811 | New |
| Pallas Capital Advisors LLC | 40,376 | $2.64M | 0.11% | +2,459+6.5% | Added |
| SWS Partners | 47,168 | $2.66M | 0.85% | −19,691−29.5% | Reduced |
| 3Chopt Investment Partners, LLC | 47,374 | $2.68M | 0.96% | +1,383+3.0% | Added |
| Coppell Advisory Solutions LLC | 47,964 | $2.68M | 0.40% | +3,321+7.4% | Added |
| National Asset Management, Inc. | 48,001 | $2.69M | 0.07% | −5,158−9.7% | Reduced |
| Somerset Group LLC | 47,629 | $2.69M | 2.48% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 47,972 | $2.71M | 0.05% | −1,079−2.2% | Reduced |
| Capital Investment Counsel, Inc | 48,161 | $2.72M | 0.39% | −2,101−4.2% | Reduced |
| Vontobel Holding Ltd. | 48,233 | $2.72M | 0.01% | +24,911+106.8% | Added |
| Stevens Capital Management LP | 48,243 | $2.73M | 0.39% | +48,243 | New |
| Geneos Wealth Management Inc. | 48,326 | $2.73M | 0.10% | +3,863+8.7% | Added |
| Verdence Capital Advisors LLC | 48,346 | $2.73M | 0.22% | +12,713+35.7% | Added |
| Moody National Bank Trust Division | 48,412 | $2.73M | 0.29% | +11,719+31.9% | Added |
| Ronald Blue Trust, Inc. | 46,098 | $2.74M | 0.04% | +14,979+48.1% | Added |
| Capital Asset Advisory Services LLC | 47,849 | $2.74M | 0.14% | −926−1.9% | Reduced |
| Valeo Financial Advisors, LLC | 48,747 | $2.75M | 0.08% | −2,175−4.3% | Reduced |
| Forum Financial Management, LP | 48,757 | $2.75M | 0.05% | −1,384−2.8% | Reduced |
| Huntington National Bank | 48,857 | $2.76M | 0.02% | −1,448−2.9% | Reduced |
| Pinnacle Financial Partners Inc | 48,880 | $2.76M | 0.06% | −11,793−19.4% | Reduced |
| IMS Capital Management | 49,133 | $2.78M | 1.25% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 49,255 | $2.78M | 0.06% | −2,697−5.2% | Reduced |
| Apexium Financial, LP | 49,660 | $2.81M | 0.18% | +36,869+288.2% | Added |
| Thoroughbred Financial Services, LLC | 49,673 | $2.81M | 0.18% | +2,337+4.9% | Added |
| Cidel Asset Management Inc | 49,981 | $2.82M | 0.20% | −3,146−5.9% | Reduced |
| Sciencast Management LP | 49,981 | $2.82M | 0.84% | +13,720+37.8% | Added |
| Aft, Forsyth & Sober, LLC | 50,000 | $2.82M | 0.93% | 00.0% | Unchanged |
| Signaturefd, LLC | 50,032 | $2.83M | 0.05% | −5,134−9.3% | Reduced |
| Cullinan Associates Inc | 44,145 | $2.83M | 0.16% | +1,500+3.5% | Added |
| Perkins Coie Trust Co | 50,500 | $2.85M | 0.63% | −263−0.5% | Reduced |
| SOL Capital Management CO | 50,563 | $2.86M | 0.32% | −260−0.5% | Reduced |
| L2 Asset Management, LLC | 50,624 | $2.86M | 0.78% | +30,918+156.9% | Added |
| Pavion Blue Capital, LLC | 50,941 | $2.88M | 1.34% | +4,926+10.7% | Added |
| Jackson Hole Capital Partners, LLC | 50,944 | $2.88M | 0.60% | −42−0.1% | Reduced |
| Trust Point Inc. | 50,960 | $2.88M | 0.22% | −384−0.7% | Reduced |
| Equitable Holdings, Inc. | 51,006 | $2.88M | 0.03% | +1,480+3.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 51,045 | $2.88M | 0.24% | −7,206−12.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 51,254 | $2.89M | 0.21% | +1,010+2.0% | Added |
| Moors & Cabot, Inc. | 51,733 | $2.92M | 0.15% | +651+1.3% | Added |
| Clear Harbor Asset Management, LLC | 51,768 | $2.92M | 0.24% | −500−1.0% | Reduced |
| F/M Investments LLC | 37,396 | $2.92M | 0.10% | −128,800−77.5% | Reduced |
| Wedbush Securities Inc | 51,775 | $2.92M | 0.11% | −17,365−25.1% | Reduced |
| Twin City Private Wealth, LLC | 51,911 | $2.93M | 2.54% | +3,343+6.9% | Added |
| FineMark National Bank & Trust | 51,976 | $2.94M | 0.10% | +840+1.6% | Added |
| Transcend Wealth Collective, LLC | 51,977 | $2.94M | 0.20% | −638−1.2% | Reduced |
| Ascent Group, LLC | 52,035 | $2.94M | 0.22% | +13,101+33.6% | Added |
| Central Pacific Bank - Trust Division | 52,070 | $2.94M | 0.37% | −21,225−29.0% | Reduced |
| Convergence Investment Partners, LLC | 52,083 | $2.94M | 0.79% | −442−0.8% | Reduced |
| Pitcairn Co | 52,086 | $2.94M | 0.17% | +6,542+14.4% | Added |
| Quad-Cities Investment Group, LLC | 52,418 | $2.96M | 1.49% | −782−1.5% | Reduced |
| Montag A & Associates Inc | 52,683 | $2.98M | 0.14% | +641+1.2% | Added |
| Associated Banc-Corp | 52,889 | $2.99M | 0.09% | −731−1.4% | Reduced |
| Cornercap Investment Counsel Inc | 52,925 | $2.99M | 0.88% | +18,493+53.7% | Added |
| DoubleLine ETF Adviser LP | 53,014 | $2.99M | 0.73% | −6,939−11.6% | Reduced |
| Stonebridge Capital Advisors LLC | 53,077 | $3.00M | 0.24% | −774−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 53,187 | $3.00M | 0.22% | −172−0.3% | Reduced |
| Haverford Trust Co | 53,565 | $3.03M | 0.03% | +692+1.3% | Added |
| S&CO Inc | 53,658 | $3.03M | 0.20% | −195−0.4% | Reduced |
| Wetherby Asset Management Inc | 53,848 | $3.04M | 0.14% | −2,173−3.9% | Reduced |
| Warren Averett Asset Management, LLC | 54,210 | $3.06M | 0.06% | −829−1.5% | Reduced |
| Vise Technologies, Inc. | 54,391 | $3.07M | 0.39% | +10,264+23.3% | Added |
| LGT Group Foundation | 55,811 | $3.09M | 0.05% | −5,157−8.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 54,646 | $3.09M | 0.04% | −4,071−6.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 54,825 | $3.10M | 0.11% | −3,463−5.9% | Reduced |
| Mitchell Sinkler & Starr | 55,125 | $3.11M | 0.78% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 50,646 | $3.15M | 0.31% | −25,482−33.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 56,106 | $3.17M | 0.43% | +4,305+8.3% | Added |
| Qsemble Capital Management, LP | 56,116 | $3.17M | 0.58% | −27,424−32.8% | Reduced |
| Portfolio Design Labs, LLC | 56,314 | $3.18M | 0.89% | +16,428+41.2% | Added |
| Signet Financial Management, LLC | 56,686 | $3.20M | 0.41% | +169+0.3% | Added |
| Parcion Private Wealth LLC | 56,834 | $3.21M | 0.27% | +235+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 57,035 | $3.22M | 0.21% | +402+0.7% | Added |