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 |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 1,515 | $85.6K | 0.03% | −62−3.9% | Reduced |
| Voisard Asset Management Group, Inc. | 1,571 | $88.7K | 0.04% | +227+16.9% | Added |
| Addison Advisors LLC | 1,575 | $89.0K | 0.02% | −192−10.9% | Reduced |
| Prestige Wealth Management Group LLC | 1,604 | $90.6K | 0.02% | −9,050−84.9% | Reduced |
| Eagle Bay Advisors LLC | 1,629 | $92.0K | 0.04% | −21−1.3% | Reduced |
| Rogco, LP | 1,665 | $94.1K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 1,678 | $94.8K | 0.02% | −8−0.5% | Reduced |
| First Community Trust NA | 1,704 | $96.3K | 0.08% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,714 | $96.8K | 0.04% | 00.0% | Unchanged |
| Nixon Capital, LLC | 1,720 | $97.2K | 0.03% | 00.0% | Unchanged |
| American National Bank | 1,745 | $98.6K | 0.01% | −28−1.6% | Reduced |
| Capital Performance Advisors LLP | 1,764 | $99.7K | 0.03% | +1,764 | New |
| Riverview Trust Co | 1,774 | $100.2K | 0.09% | +64+3.7% | Added |
| Abound Wealth Management | 1,775 | $100.3K | 0.03% | +91+5.4% | Added |
| Carolinas Wealth Consulting LLC | 1,792 | $101.2K | 0.02% | −142−7.3% | Reduced |
| Heritage Wealth Advisors | 1,806 | $102.0K | 0.00% | +200+12.5% | Added |
| AlphaCentric Advisors LLC | 1,825 | $103.1K | 0.08% | −58−3.1% | Reduced |
| Winch Advisory Services, LLC | 1,829 | $103.3K | 0.03% | −9−0.5% | Reduced |
| Christopher J. Hasenberg, Inc | 1,809 | $103.7K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,897 | $107.2K | 0.00% | +440+30.2% | Added |
| Northwest Capital Management Inc | 1,908 | $107.8K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,908 | $107.8K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $108.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,983 | $112.0K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,000 | $113.0K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,000 | $113.0K | 0.05% | +2,000 | New |
| Ostrum Asset Management | 2,022 | $114.2K | 0.01% | −278−12.1% | Reduced |
| Syntax Research, Inc. | 2,036 | $115.0K | 0.08% | 00.0% | Unchanged |
| Bank & Trust Co | 2,037 | $115.1K | 0.09% | 00.0% | Unchanged |
| Trust Co | 2,087 | $117.9K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,105 | $118.9K | 0.01% | +2,105 | New |
| Sugarloaf Wealth Management, LLC | 2,150 | $121.4K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,159 | $121.9K | 0.04% | −24−1.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $123.9K | 0.05% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,198 | $124.0K | 0.04% | −55−2.4% | Reduced |
| Gables Capital Management Inc. | 2,200 | $124.3K | 0.06% | 00.0% | Unchanged |
| First United Bank Trust | 2,220 | $125.4K | 0.05% | −264−10.6% | Reduced |
| Y.D. More Investments Ltd | 2,261 | $127.7K | 0.01% | +6+0.3% | Added |
| Reuter James Wealth Management, LLC | 2,342 | $132.3K | 0.02% | +2,342 | New |
| Hemington Wealth Management | 2,086 | $135.0K | 0.04% | +2,086 | New |
| CNB Bank | 2,552 | $144.2K | 0.07% | −31−1.2% | Reduced |
| Rosenberg Matthew Hamilton | 2,573 | $145.3K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,597 | $146.7K | 0.07% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,600 | $146.9K | 0.01% | +560+27.5% | Added |
| Missouri Trust & Investment Co | 2,605 | $147.2K | 0.05% | 00.0% | Unchanged |
| New Millennium Group LLC | 2,617 | $147.8K | 0.10% | +5+0.2% | Added |
| Global Financial Private Client, LLC | 2,704 | $152.7K | 0.06% | +683+33.8% | Added |
| Clear Investment Research, LLC | 2,734 | $154.4K | 0.20% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,773 | $156.7K | 0.01% | +495+21.7% | Added |
| West Paces Advisors Inc. | 2,793 | $157.8K | 0.04% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2,798 | $158.1K | 0.03% | +83+3.1% | Added |
| Powell Investment Advisors, LLC | 2,817 | $159.1K | 0.07% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,824 | $159.5K | 0.00% | +2,824 | New |
| American Capital Advisory, LLC | 2,854 | $161.2K | 0.09% | +8+0.3% | Added |
| West Financial Advisors, LLC | 2,892 | $163.4K | 0.03% | −350−10.8% | Reduced |
| Creative Financial Designs Inc | 2,909 | $164.3K | 0.01% | −64−2.2% | Reduced |
| Paladin Advisory Group, LLC | 2,944 | $166.3K | 0.12% | +1,986+207.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,950 | $166.6K | 0.06% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,976 | $168.1K | 0.06% | −3,469−53.8% | Reduced |
| SOA Wealth Advisors, LLC. | 2,978 | $168.2K | 0.03% | 00.0% | Unchanged |
| Gagnon Securities LLC | 3,056 | $172.6K | 0.03% | +3,056 | New |
| Ashton Thomas Securities, LLC | 3,116 | $176.0K | 0.03% | +3,116 | New |
| Bell Investment Advisors, Inc | 3,128 | $176.7K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3,144 | $177.6K | 0.07% | +3,144 | New |
| Hazlett, Burt & Watson, Inc. | 3,169 | $179.0K | 0.08% | −518−14.0% | Reduced |
| Northwest Investment Counselors, LLC | 3,181 | $179.7K | 0.04% | −190−5.6% | Reduced |
| Pinnacle Holdings, LLC | 3,209 | $181.3K | 0.07% | −629−16.4% | Reduced |
| Capital Analysts, LLC | 3,240 | $183.0K | 0.01% | +119+3.8% | Added |
| Hara Capital LLC | 3,242 | $183.1K | 0.11% | −604−15.7% | Reduced |
| Capital Advisors, Ltd. LLC | 3,270 | $185.0K | 0.02% | −57−1.7% | Reduced |
| Rise Advisors, LLC | 3,303 | $186.6K | 0.09% | −442−11.8% | Reduced |
| Grove Bank & Trust | 3,318 | $187.4K | 0.03% | +304+10.1% | Added |
| Bangor Savings Bank | 3,322 | $187.7K | 0.02% | −18−0.5% | Reduced |
| Hall Laurie J Trustee | 3,347 | $189.0K | 0.06% | 00.0% | Unchanged |
| City State Bank | 3,379 | $190.9K | 0.07% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,459 | $195.4K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,495 | $197.4K | 0.05% | +2,000+133.8% | Added |
| Hantz Financial Services, Inc. | 3,507 | $198.0K | 0.00% | −92−2.6% | Reduced |
| United Community Bank | 3,535 | $199.7K | 0.08% | −460−11.5% | Reduced |
| Wealth Group, Ltd. | 3,541 | $200.0K | 0.13% | −697−16.4% | Reduced |
| PFC Capital Group, Inc. | 3,550 | $200.0K | 0.10% | +3,550 | New |
| Sentinus, LLC | 3,552 | $200.7K | 0.08% | +3,552 | New |
| Eagle Wealth Strategies LLC | 3,555 | $200.8K | 0.15% | −129−3.5% | Reduced |
| WSFS Capital Management, LLC | 3,555 | $200.8K | 0.01% | −120−3.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,567 | $201.5K | 0.16% | +3,567 | New |
| Keebeck Wealth Management, LLC | 3,586 | $202.6K | 0.03% | +53+1.5% | Added |
| Flagship Harbor Advisors, LLC | 3,599 | $203.3K | 0.01% | +3,599 | New |
| Endowment Wealth Management, Inc. | 3,600 | $203.4K | 0.13% | −66−1.8% | Reduced |
| Sunpointe, LLC | 3,608 | $203.8K | 0.17% | +3,608 | New |
| Boston Family Office LLC | 3,623 | $205.0K | 0.01% | −75−2.0% | Reduced |
| Seed Wealth Management, Inc. | 3,643 | $205.8K | 0.16% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,478 | $206.6K | 0.03% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 3,659 | $206.7K | 0.08% | +3,659 | New |
| Novare Capital Management LLC | 3,660 | $206.8K | 0.02% | +11+0.3% | Added |
| Financial Management Network Inc | 3,645 | $207.6K | 0.04% | +66+1.8% | Added |
| Affiance Financial, LLC | 3,683 | $208.1K | 0.05% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 3,688 | $208.3K | 0.06% | +39+1.1% | Added |
| Centennial Bank | 3,691 | $208.5K | 0.10% | −3−0.1% | Reduced |
| One River Asset Management, LLC | 3,736 | $208.8K | 0.24% | +3,736 | New |
| First Citizens Financial Corp | 3,700 | $209.0K | 0.11% | −599−13.9% | Reduced |