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
- 2,248
- +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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 3,703 | $209.2K | 0.01% | +29+0.8% | Added |
| Traynor Capital Management, Inc. | 3,710 | $209.6K | 0.02% | +3,710 | New |
| FDx Advisors, Inc. | 3,712 | $210.0K | 0.06% | −209−5.3% | Reduced |
| Heritage Wealth Management, Inc. | 3,745 | $211.6K | 0.07% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 3,243 | $212.1K | 0.10% | +3,243 | New |
| Blueshift Asset Management, LLC | 3,756 | $212.2K | 0.05% | −164−4.2% | Reduced |
| Balentine LLC | 3,756 | $212.2K | 0.01% | 00.0% | Unchanged |
| Brio Consultants, LLC | 3,769 | $212.9K | 0.03% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 3,779 | $213.5K | 0.14% | +13+0.3% | Added |
| Invenio Wealth Partners LLC | 3,783 | $213.7K | 0.09% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 3,791 | $214.1K | 0.06% | +3,791 | New |
| Summit X, LLC | 3,606 | $214.2K | 0.05% | −4,925−57.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,800 | $215.0K | 0.00% | −939−19.8% | Reduced |
| Trademark Financial Management, LLC | 3,813 | $215.4K | 0.17% | +3,813 | New |
| Cottonwood Capital Advisors, LLC | 3,820 | $215.8K | 0.16% | +3+0.1% | Added |
| Tompkins Financial Corp | 3,820 | $215.8K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,826 | $216.2K | 0.07% | +3,826 | New |
| Petix & Botte Co | 3,828 | $216.2K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,840 | $216.9K | 0.02% | +341+9.7% | Added |
| Strategic Wealth Designers | 3,917 | $217.0K | 0.02% | +20+0.5% | Added |
| Osterweis Capital Management Inc | 3,841 | $217.0K | 0.01% | −300−7.2% | Reduced |
| Financial Security Advisor, Inc. | 3,843 | $217.1K | 0.05% | −261−6.4% | Reduced |
| DT Investment Partners, LLC | 3,851 | $217.5K | 0.02% | +327+9.3% | Added |
| Sonora Investment Management Group, LLC | 3,863 | $218.2K | 0.02% | +3,863 | New |
| First Pacific Financial | 3,879 | $219.1K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,883 | $219.4K | 0.02% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,884 | $219.4K | 0.24% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 3,905 | $220.6K | 0.05% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,032 | $220.6K | 0.03% | +3,032 | New |
| X-Square Capital, LLC | 3,908 | $221.0K | 0.10% | +12+0.3% | Added |
| Paradigm Capital Management, LLC | 3,914 | $221.0K | 0.21% | +3,914 | New |
| 17 Capital Partners, LLC | 3,918 | $221.3K | 0.14% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,923 | $221.6K | 0.04% | +2,025+106.7% | Added |
| Woodstock Corp | 3,930 | $222.0K | 0.02% | −100−2.5% | Reduced |
| SignalPoint Asset Management, LLC | 3,974 | $222.1K | 0.05% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 3,944 | $222.8K | 0.06% | −43−1.1% | Reduced |
| Towerpoint Wealth, LLC | 3,946 | $222.9K | 0.11% | 00.0% | Unchanged |
| First Personal Financial Services | 3,954 | $223.4K | 0.05% | +21+0.5% | Added |
| J.Safra Asset Management Corp | 4,000 | $223.6K | 0.02% | +635+18.9% | Added |
| Traveka Wealth, LLC | 3,975 | $224.6K | 0.11% | +295+8.0% | Added |
| Monterey Private Wealth, Inc. | 3,981 | $224.9K | 0.08% | +12+0.3% | Added |
| V-Square Quantitative Management LLC | 3,993 | $225.6K | 0.03% | +305+8.3% | Added |
| United Bank | 4,000 | $226.0K | 0.03% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 4,000 | $226.0K | 0.08% | −2,024−33.6% | Reduced |
| Addison Capital Co | 4,006 | $226.3K | 0.09% | −3,219−44.6% | Reduced |
| Solidarilty Wealth, LLC | 4,023 | $227.3K | 0.06% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,028 | $227.5K | 0.01% | −14−0.3% | Reduced |
| Vaughan David Investments LLC | 4,032 | $228.0K | 0.01% | −813−16.8% | Reduced |
| Twin Focus Capital Partners, LLC | 4,047 | $228.6K | 0.04% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,069 | $229.9K | 0.06% | +9+0.2% | Added |
| Capital Management Associates, Inc | 4,099 | $231.5K | 0.09% | −22−0.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,101 | $231.7K | 0.05% | 00.0% | Unchanged |
| Payden & Rygel | 4,100 | $232.0K | 0.02% | −326,700−98.8% | Reduced |
| Private Wealth Group, LLC | 4,112 | $232.3K | 0.12% | −16,000−79.6% | Reduced |
| Nations Financial Group Inc, | 4,115 | $232.5K | 0.02% | +259+6.7% | Added |
| Concentrum Wealth Management | 4,131 | $233.3K | 0.09% | −53−1.3% | Reduced |
| Tillman Hartley LLC | 4,147 | $234.3K | 0.07% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 4,150 | $234.4K | 0.07% | +4,150 | New |
| MinichMacGregor Wealth Management, LLC | 4,168 | $235.4K | 0.05% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 4,171 | $235.6K | 0.04% | −167−3.8% | Reduced |
| Accelerate Investment Advisors LLC | 4,172 | $235.7K | 0.23% | +4,172 | New |
| Versant Capital Management, Inc | 4,173 | $235.7K | 0.05% | +699+20.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,177 | $236.0K | 0.04% | −497−10.6% | Reduced |
| James Hambro & Partners | 4,194 | $236.8K | 0.01% | 00.0% | Unchanged |
| HC Advisors, LLC | 4,193 | $236.9K | 0.19% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,210 | $237.8K | 0.05% | +20.0% | Added |
| Blue Bell Private Wealth Management, LLC | 4,215 | $238.1K | 0.05% | +157+3.9% | Added |
| Mirador Capital Partners LP | 4,226 | $238.7K | 0.04% | 00.0% | Unchanged |
| Power Wealth Management LLC | 4,230 | $239.0K | 0.10% | +375+9.7% | Added |
| Vista Capital Partners, Inc. | 4,234 | $239.2K | 0.03% | +4,234 | New |
| WealthTrust Axiom LLC | 4,237 | $239.3K | 0.07% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4,238 | $239.4K | 0.06% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 4,242 | $239.6K | 0.10% | +4,242 | New |
| Catalytic Wealth RIA, LLC | 4,245 | $239.8K | 0.04% | +4,245 | New |
| Coyle Financial Counsel LLC | 4,038 | $239.8K | 0.08% | 00.0% | Unchanged |
| AXS Investments LLC | 4,247 | $239.9K | 0.06% | −805−15.9% | Reduced |
| Builder Investment Group Inc | 4,250 | $240.1K | 0.06% | −10.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 4,251 | $240.2K | 0.12% | +15+0.4% | Added |
| New Covenant Trust Company, N.A. | 4,301 | $240.4K | 0.23% | −86−2.0% | Reduced |
| Professional Financial Advisors, LLC | 4,258 | $240.5K | 0.06% | +27+0.6% | Added |
| Arista Wealth Management, LLC | 4,259 | $240.6K | 0.06% | +16+0.4% | Added |
| Fermata Advisors, LLC | 4,264 | $240.9K | 0.05% | +35+0.8% | Added |
| Chesapeake Wealth Management | 4,266 | $241.0K | 0.08% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,277 | $241.6K | 0.05% | +68+1.6% | Added |
| Gradient Capital Advisors, LLC | 4,278 | $241.7K | 0.08% | +18+0.4% | Added |
| First Interstate Bank | 4,288 | $242.2K | 0.01% | +4,288 | New |
| Baron Wealth Management LLC | 4,289 | $242.3K | 0.12% | −651−13.2% | Reduced |
| Keynote Financial Services LLC | 4,290 | $242.3K | 0.19% | +190+4.6% | Added |
| Boyd Watterson Asset Management LLC | 4,291 | $242.4K | 0.07% | +809+23.2% | Added |
| Cable Hill Partners, LLC | 4,298 | $242.8K | 0.02% | +732+20.5% | Added |
| Levin Capital Strategies, L.P. | 4,300 | $242.9K | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 4,303 | $243.1K | 0.03% | +50+1.2% | Added |
| Southland Equity Partners LLC | 4,321 | $244.1K | 0.06% | +829+23.7% | Added |
| Bernardo Wealth Planning LLC | 3,836 | $247.0K | 0.06% | +10+0.3% | Added |
| Northeast Financial Consultants Inc | 4,386 | $247.8K | 0.01% | +86+2.0% | Added |
| Samalin Investment Counsel, LLC | 4,388 | $247.9K | 0.11% | +24+0.5% | Added |
| Revolve Wealth Partners, LLC | 4,391 | $248.0K | 0.04% | +302+7.4% | Added |
| Octavia Wealth Advisors, LLC | 4,397 | $248.4K | 0.03% | −246−5.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,399 | $248.5K | 0.00% | +1,013+29.9% | Added |
| Prairiewood Capital, LLC | 4,400 | $248.6K | 0.11% | 00.0% | Unchanged |