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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 57,054 | $3.22M | 0.55% | −3,022−5.0% | Reduced |
| Sigma Planning Corp | 57,231 | $3.23M | 0.10% | −2,626−4.4% | Reduced |
| Benjamin Edwards Inc | 57,459 | $3.25M | 0.05% | +43,782+320.1% | Added |
| Altrafin AG | 57,900 | $3.27M | 1.18% | −5,300−8.4% | Reduced |
| Ritholtz Wealth Management | 58,135 | $3.28M | 0.10% | +4,848+9.1% | Added |
| Headlands Technologies LLC | 58,414 | $3.30M | 0.38% | −105,138−64.3% | Reduced |
| Qtron Investments LLC | 58,550 | $3.31M | 0.45% | −1,397−2.3% | Reduced |
| Lee Danner & Bass Inc | 58,896 | $3.33M | 0.23% | −300−0.5% | Reduced |
| Hodges Capital Management Inc. | 59,175 | $3.34M | 0.21% | +50,400+574.4% | Added |
| Lawson Kroeker Investment Management Inc | 59,470 | $3.36M | 0.61% | −10,063−14.5% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 59,542 | $3.36M | 2.14% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 59,812 | $3.38M | 0.14% | +757+1.3% | Added |
| Guardian Capital Advisors LP | 61,018 | $3.38M | 0.33% | −790−1.3% | Reduced |
| Global Retirement Partners, LLC | 59,847 | $3.38M | 0.10% | +1,434+2.5% | Added |
| Profund Advisors LLC | 59,863 | $3.38M | 0.13% | +7,108+13.5% | Added |
| Meeder Advisory Services, Inc. | 59,998 | $3.39M | 0.22% | −3,943−6.2% | Reduced |
| BWM Planning, LLC | 60,015 | $3.39M | 1.50% | +60,015 | New |
| Bryn Mawr Trust Co | 60,373 | $3.41M | 0.06% | +51,927+614.8% | Added |
| Norden Group LLC | 60,519 | $3.42M | 0.40% | +28,003+86.1% | Added |
| Trajan Wealth LLC | 60,838 | $3.44M | 0.20% | +8,358+15.9% | Added |
| Bank of Stockton | 61,229 | $3.46M | 1.04% | +17,578+40.3% | Added |
| Waterloo Capital, L.P. | 61,456 | $3.47M | 0.38% | +678+1.1% | Added |
| HighPoint Advisor Group LLC | 61,507 | $3.47M | 0.20% | −5,939−8.8% | Reduced |
| Peapack Gladstone Financial Corp | 61,758 | $3.49M | 0.05% | −7,837−11.3% | Reduced |
| Alberta Investment Management Corp | 61,900 | $3.50M | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 62,088 | $3.51M | 0.05% | −654−1.0% | Reduced |
| 44 Wealth Management LLC | 54,621 | $3.53M | 1.24% | +54,621 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 62,507 | $3.53M | 0.14% | +5,103+8.9% | Added |
| Hamilton Capital Partners Inc. | 63,189 | $3.57M | 0.31% | +12,547+24.8% | Added |
| Independent Advisor Alliance | 63,667 | $3.60M | 0.13% | +700+1.1% | Added |
| Asio Capital, LLC | 63,990 | $3.61M | 0.69% | +3,865+6.4% | Added |
| Connable Office Inc | 64,131 | $3.62M | 0.36% | +345+0.5% | Added |
| Oldfather Financial Services, LLC | 64,576 | $3.65M | 1.40% | +210.0% | Added |
| Summit Trail Advisors, LLC | 65,138 | $3.68M | 0.09% | −9,648−12.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,063 | $3.73M | 0.01% | +7,183+12.2% | Added |
| Culbertson A N & Co Inc | 66,187 | $3.74M | 0.60% | −1,800−2.6% | Reduced |
| Regions Financial Corp | 66,621 | $3.76M | 0.03% | +990+1.5% | Added |
| Bradley Foster & Sargent Inc | 67,788 | $3.83M | 0.06% | −2,751−3.9% | Reduced |
| Bleakley Financial Group, LLC | 68,411 | $3.86M | 0.12% | +6,367+10.3% | Added |
| AIA Group Ltd | 68,519 | $3.87M | 0.10% | −3,180−4.4% | Reduced |
| Vestcor Inc | 68,840 | $3.89M | 0.12% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 68,910 | $3.89M | 0.44% | +60,936+764.2% | Added |
| First National Advisers, LLC | 68,985 | $3.90M | 0.62% | +3,428+5.2% | Added |
| Algert Global LLC | 70,478 | $3.98M | 0.11% | +70,478 | New |
| Aster Capital Management (DIFC) Ltd | 71,345 | $4.03M | 0.87% | +71,345 | New |
| Richard Bernstein Advisors LLC | 72,255 | $4.08M | 0.09% | −14,958−17.2% | Reduced |
| Greenleaf Trust | 72,362 | $4.09M | 0.04% | −1,605−2.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 72,684 | $4.11M | 0.06% | +50+0.1% | Added |
| Picton Mahoney Asset Management | 72,780 | $4.11M | 0.16% | −52,380−41.9% | Reduced |
| Credit Agricole S A | 72,891 | $4.12M | 0.02% | −298,425−80.4% | Reduced |
| HB Wealth Management, LLC | 72,998 | $4.12M | 0.04% | +4,892+7.2% | Added |
| Gotham Asset Management, LLC | 73,246 | $4.14M | 0.04% | +1,897+2.7% | Added |
| Bahl & Gaynor Inc | 73,470 | $4.15M | 0.02% | −11,650−13.7% | Reduced |
| Apollon Wealth Management, LLC | 73,503 | $4.15M | 0.12% | −2,642−3.5% | Reduced |
| Daymark Wealth Partners, LLC | 74,015 | $4.18M | 0.18% | −1,632−2.2% | Reduced |
| Sterling Capital Management LLC | 74,025 | $4.18M | 0.05% | +74,025 | New |
| Cloverfields Capital Group, LP | 74,095 | $4.19M | 1.35% | −25,616−25.7% | Reduced |
| Plato Investment Management Ltd | 74,565 | $4.21M | 0.34% | +2,119+2.9% | Added |
| Weik Capital Management | 74,673 | $4.22M | 1.70% | −125−0.2% | Reduced |
| HighMark Wealth Management LLC | 74,770 | $4.22M | 2.31% | −150.0% | Reduced |
| Pensionmark Financial Group, LLC | 75,432 | $4.26M | 0.13% | +69,901+1,263.8% | Added |
| TD Private Client Wealth LLC | 76,754 | $4.34M | 0.12% | −24,515−24.2% | Reduced |
| NorthRock Partners, LLC | 76,934 | $4.35M | 0.14% | +23,712+44.6% | Added |
| NJ State Employees Deferred Compensation Plan | 77,000 | $4.35M | 0.52% | 00.0% | Unchanged |
| Horizon Investments, LLC | 78,053 | $4.38M | 0.12% | −6,219−7.4% | Reduced |
| Kingsview Wealth Management, LLC | 77,974 | $4.40M | 0.09% | −3,459−4.2% | Reduced |
| Integrated Wealth Concepts LLC | 78,436 | $4.43M | 0.05% | −9,948−11.3% | Reduced |
| Farther Finance Advisors, LLC | 78,686 | $4.44M | 0.17% | +1,820+2.4% | Added |
| Oddo BHF Asset Management SAS | 78,809 | $4.45M | 0.22% | +78,809 | New |
| Kestra Private Wealth Services, LLC | 78,942 | $4.46M | 0.08% | −17,819−18.4% | Reduced |
| Barr E S & Co | 79,288 | $4.48M | 0.28% | −2,706−3.3% | Reduced |
| Empower Advisory Group, LLC | 79,608 | $4.50M | 0.02% | +8,222+11.5% | Added |
| Twin Capital Management Inc | 79,652 | $4.50M | 0.51% | −891−1.1% | Reduced |
| United Services Automobile Association | 79,973 | $4.52M | 0.12% | −21,730−21.4% | Reduced |
| Axxcess Wealth Management, LLC | 80,033 | $4.52M | 0.11% | +14,728+22.6% | Added |
| Wolverine Trading, LLC | 81,202 | $4.54M | 0.12% | −19,919−19.7% | Reduced |
| Woodward Diversified Capital, LLC | 80,881 | $4.57M | 2.90% | −4,302−5.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 81,101 | $4.58M | 0.45% | −3,174−3.8% | Reduced |
| Fayez Sarofim & Co | 81,853 | $4.62M | 0.01% | +21,350+35.3% | Added |
| Mission Wealth Management, LP | 81,866 | $4.62M | 0.11% | −6,602−7.5% | Reduced |
| Longbow Finance SA | 82,926 | $4.68M | 0.50% | 00.0% | Unchanged |
| Banco Santander, S.A. | 83,373 | $4.71M | 0.06% | −2,332−2.7% | Reduced |
| CAPROCK Group, Inc. | 83,671 | $4.73M | 0.17% | +1,214+1.5% | Added |
| Commerzbank Aktiengesellschaft | 84,152 | $4.75M | 0.13% | +67,466+404.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 85,378 | $4.82M | 0.09% | +53,329+166.4% | Added |
| Mill Capital Management, LLC | 85,455 | $4.83M | 0.38% | −1,500−1.7% | Reduced |
| King Luther Capital Management Corp | 85,680 | $4.84M | 0.02% | +1,200+1.4% | Added |
| Wesleyan Assurance Society | 86,500 | $4.88M | 0.39% | 00.0% | Unchanged |
| Brookmont Capital Management | 86,684 | $4.90M | 2.52% | −3,168−3.5% | Reduced |
| Vident Advisory, LLC | 87,471 | $4.94M | 0.12% | +3,396+4.0% | Added |
| Stephens Inc | 87,518 | $4.94M | 0.07% | −1,462−1.6% | Reduced |
| Merit Financial Group, LLC | 87,612 | $4.95M | 0.11% | +4,161+5.0% | Added |
| Tower Research Capital LLC (TRC) | 87,664 | $4.95M | 0.13% | −78,999−47.4% | Reduced |
| Gifford Fong Associates | 88,052 | $4.97M | 1.24% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 88,196 | $4.98M | 0.01% | −198−0.2% | Reduced |
| Clayton Partners LLC | 88,265 | $4.99M | 3.59% | −1,628−1.8% | Reduced |
| Bard Financial Services, Inc. | 88,355 | $4.99M | 0.59% | −11,805−11.8% | Reduced |
| Drucker Wealth 3.0, LLC | 89,361 | $5.05M | 1.21% | +1,570+1.8% | Added |
| Savant Capital, LLC | 89,692 | $5.07M | 0.04% | −991−1.1% | Reduced |
| Madison Asset Management, LLC | 89,728 | $5.07M | 0.06% | −3,031−3.3% | Reduced |