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
- 2,248
- +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
- 780 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 | 2,828 | $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 |
|---|---|---|---|---|---|
| Bellevue Asset Management, LLC | 430 | $24.3K | 0.01% | +3+0.7% | Added |
| Sanctuary Wealth Management, L.L.C. | 435 | $24.6K | 0.02% | −42−8.8% | Reduced |
| Mattson Financial Services, LLC | 419 | $24.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 457 | $25.8K | 0.01% | +7+1.6% | Added |
| Stone House Investment Management, LLC | 474 | $26.7K | 0.01% | +4+0.9% | Added |
| Cedar Mountain Advisors, LLC | 476 | $26.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 477 | $27.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 485 | $27.4K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 486 | $27.5K | 0.01% | +21+4.5% | Added |
| Byrne Asset Management LLC | 490 | $27.7K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 490 | $27.7K | 0.02% | −140−22.2% | Reduced |
| FNY Investment Advisers, LLC | 500 | $28.0K | 0.01% | +500 | New |
| RE Dickinson Investment Advisors, LLC | 520 | $29.4K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 520 | $29.4K | 0.01% | +520 | New |
| St. Johns Investment Management Company, LLC | 553 | $31.2K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 500 | $32.7K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 598 | $33.8K | 0.01% | +598 | New |
| MidAtlantic Capital Management, Inc. | 599 | $33.8K | 0.02% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 600 | $33.9K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 600 | $33.9K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 608 | $34.4K | 0.02% | −610−50.1% | Reduced |
| Fortis Group Advisors, LLC | 620 | $35.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 625 | $35.3K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 655 | $37.0K | 0.02% | −123−15.8% | Reduced |
| Painted Porch Advisors LLC | 705 | $39.8K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 724 | $40.9K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 744 | $42.0K | 0.01% | +15+2.1% | Added |
| Cornerstone Planning Group LLC | 666 | $43.5K | 0.01% | −20−2.9% | Reduced |
| BFSG, LLC | 771 | $43.6K | 0.01% | +1+0.1% | Added |
| Country Trust Bank | 778 | $43.9K | 0.00% | −112−12.6% | Reduced |
| Fairscale Capital, LLC | 780 | $44.1K | 0.04% | 00.0% | Unchanged |
| Wintrust Investments LLC | 807 | $45.0K | 0.03% | −11,408−93.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 797 | $45.0K | 0.00% | −68−7.9% | Reduced |
| Advantage Trust Co | 800 | $45.2K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 828 | $46.8K | 0.00% | −52−5.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 849 | $48.0K | 0.03% | +203+31.4% | Added |
| Signature Resources Capital Management, LLC | 851 | $48.1K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 896 | $50.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 898 | $50.7K | 0.00% | +1+0.1% | Added |
| Lam Group, Inc. | 900 | $50.8K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 929 | $52.5K | 0.00% | +8+0.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 965 | $54.5K | 0.01% | +161+20.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 979 | $55.3K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 1,000 | $56.0K | 0.04% | 00.0% | Unchanged |
| Westport Asset Management Inc | 1,000 | $56.5K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,000 | $56.5K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 1,000 | $56.5K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 1,000 | $56.5K | 0.03% | +1,000 | New |
| Financial Perspectives, Inc | 1,011 | $57.1K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,020 | $57.6K | 0.01% | −495−32.7% | Reduced |
| Creekmur Asset Management LLC | 1,030 | $58.2K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,035 | $58.5K | 0.00% | +204+24.5% | Added |
| Richardson Financial Services Inc. | 995 | $59.1K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,062 | $60.0K | 0.02% | −805−43.1% | Reduced |
| Optimum Investment Advisors | 1,076 | $60.8K | 0.03% | −200−15.7% | Reduced |
| Motco | 1,082 | $61.1K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,093 | $61.7K | 0.03% | −98−8.2% | Reduced |
| Annapolis Financial Services, LLC | 1,095 | $61.9K | 0.02% | +35+3.3% | Added |
| Peterson Financial Group, Inc. | 1,097 | $62.0K | 0.24% | +1,097 | New |
| Cyrus J. Lawrence, LLC | 1,112 | $62.0K | 0.01% | +212+23.6% | Added |
| Silicon Valley Capital Partners | 1,100 | $62.1K | 0.01% | +6+0.5% | Added |
| City Holding Co | 1,160 | $65.5K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,166 | $65.9K | 0.05% | −441−27.4% | Reduced |
| Capula Management Ltd | 1,178 | $66.5K | 0.00% | +1,178 | New |
| Flaharty Asset Management, LLC | 1,182 | $66.8K | 0.01% | +1,182 | New |
| Old Point Trust & Financial Services N A | 1,183 | $66.8K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,188 | $67.0K | 0.00% | +21+1.8% | Added |
| McIlrath & Eck, LLC | 1,194 | $67.4K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,200 | $67.8K | 0.02% | −812−40.4% | Reduced |
| Financial Freedom, LLC | 1,200 | $67.8K | 0.04% | +5+0.4% | Added |
| Mendota Financial Group, LLC | 1,206 | $68.1K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $68.9K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,229 | $69.0K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,239 | $69.0K | 0.01% | +396+47.0% | Added |
| Investment Research & Advisory Group, Inc. | 1,225 | $69.2K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,244 | $70.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,261 | $71.3K | 0.01% | −1,429−53.1% | Reduced |
| Clarity Asset Management, Inc. | 1,266 | $71.5K | 0.05% | +6+0.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,279 | $72.2K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,282 | $72.4K | 0.02% | +282+28.2% | Added |
| Union Savings Bank | 1,293 | $73.0K | 0.04% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,300 | $73.4K | 0.02% | +300+30.0% | Added |
| Covestor Ltd | 1,326 | $75.0K | 0.05% | +196+17.3% | Added |
| Kessler Investment Group, LLC | 1,328 | $75.0K | 0.04% | 00.0% | Unchanged |
| Family CFO Inc | 1,347 | $76.1K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,400 | $79.1K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,406 | $79.4K | 0.01% | −906−39.2% | Reduced |
| Focused Wealth Management, Inc | 1,415 | $79.9K | 0.01% | +1,415 | New |
| Cranbrook Wealth Management, LLC | 1,425 | $80.5K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,429 | $80.7K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,430 | $80.8K | 0.03% | +1,430 | New |
| Atlantic Trust, LLC | 1,431 | $80.8K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,435 | $81.0K | 0.06% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,460 | $82.5K | 0.07% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,466 | $82.8K | 0.03% | +416+39.6% | Added |
| Centerpoint Advisors, LLC | 1,463 | $83.0K | 0.03% | −400−21.5% | Reduced |
| Beacon Capital Management, LLC | 1,476 | $83.4K | 0.01% | +159+12.1% | Added |
| Carmichael Hill & Associates, Inc. | 1,490 | $84.1K | 0.03% | +6+0.4% | Added |
| SJS Investment Consulting Inc. | 1,499 | $84.7K | 0.01% | −30−2.0% | Reduced |
| Macroview Investment Management LLC | 1,500 | $84.7K | 0.08% | −135−8.3% | Reduced |