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 |
|---|---|---|---|---|---|
| Kelly Lawrence W & Associates Inc | 4,400 | $248.6K | 0.06% | +2,400+120.0% | Added |
| Gsa Capital Partners LLP | 4,411 | $249.0K | 0.02% | −538−10.9% | Reduced |
| Asset Dedication, LLC | 4,412 | $249.2K | 0.02% | +36+0.8% | Added |
| Saxon Interests, Inc. | 4,418 | $249.6K | 0.11% | −174−3.8% | Reduced |
| Ellenbecker Investment Group | 4,418 | $249.6K | 0.05% | +164+3.9% | Added |
| Laraway Financial Inc | 4,428 | $250.2K | 0.20% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 4,433 | $250.4K | 0.05% | +10.0% | Added |
| Consolidated Planning Corp | 4,449 | $251.3K | 0.04% | +507+12.9% | Added |
| Seeds Investor LLC | 4,454 | $251.6K | 0.09% | +4,454 | New |
| CoreCap Advisors, LLC | 4,460 | $251.9K | 0.01% | +4,460 | New |
| Talisman Wealth Advisors LLC | 4,522 | $252.8K | 0.27% | −195−4.1% | Reduced |
| Bill Few Associates, Inc. | 4,487 | $253.5K | 0.09% | +117+2.7% | Added |
| Florida Financial Advisors, LLC | 4,503 | $254.4K | 0.13% | +882+24.4% | Added |
| Five Oceans Advisors | 4,528 | $255.8K | 0.12% | −1,091−19.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,527 | $256.0K | 0.03% | +4,527 | New |
| 49 Wealth Management, LLC | 4,532 | $256.0K | 0.04% | +4,532 | New |
| Secure Asset Management, LLC | 4,537 | $256.3K | 0.04% | +4,537 | New |
| Annex Advisory Services, LLC | 4,546 | $256.8K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,556 | $257.4K | 0.05% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 4,560 | $257.6K | 0.17% | 00.0% | Unchanged |
| Charter Trust Co | 4,561 | $257.7K | 0.02% | −851−15.7% | Reduced |
| Mezzasalma Advisors, LLC | 4,562 | $257.7K | 0.10% | +295+6.9% | Added |
| Forte Capital LLC | 4,575 | $258.4K | 0.03% | −278−5.7% | Reduced |
| Capital Square, LLC | 4,577 | $258.6K | 0.16% | +179+4.1% | Added |
| GW&K Investment Management, LLC | 4,583 | $259.0K | 0.00% | −61−1.3% | Reduced |
| Cooper Financial Group | 4,598 | $259.7K | 0.03% | +440+10.6% | Added |
| Abich Financial Wealth Management LLC | 4,599 | $259.8K | 0.58% | +4,599 | New |
| Hengehold Capital Management LLC | 4,601 | $259.9K | 0.02% | +4,601 | New |
| Waypoint Capital Advisors, LLC | 4,619 | $260.9K | 0.06% | −214−4.4% | Reduced |
| SGL Investment Advisors, Inc. | 3,586 | $261.1K | 0.13% | +3,586 | New |
| Alternative Investment Advisors, LLC. | 4,651 | $262.7K | 0.14% | +5+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 4,654 | $262.9K | 0.12% | −29−0.6% | Reduced |
| Advisor OS, LLC | 4,656 | $263.0K | 0.03% | +109+2.4% | Added |
| First Western Trust Bank | 4,660 | $263.2K | 0.01% | +70+1.5% | Added |
| Black Diamond Financial, LLC | 4,663 | $263.4K | 0.04% | +808+21.0% | Added |
| Newman Dignan & Sheerar, Inc. | 4,030 | $264.4K | 0.06% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 4,689 | $264.9K | 0.08% | 00.0% | Unchanged |
| Camden National Bank | 4,691 | $265.0K | 0.04% | −1,503−24.3% | Reduced |
| MBL Wealth, LLC | 4,696 | $265.3K | 0.03% | −140−2.9% | Reduced |
| Colonial Trust Advisors | 4,707 | $265.9K | 0.02% | −300−6.0% | Reduced |
| O'Rourke & Company, Inc | 4,723 | $266.8K | 0.13% | +3+0.1% | Added |
| Bank of Hawaii | 4,731 | $267.3K | 0.01% | −920−16.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,748 | $268.2K | 0.09% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 4,750 | $268.3K | 0.18% | 00.0% | Unchanged |
| Gould Asset Management LLC | 4,757 | $268.7K | 0.06% | +600+14.4% | Added |
| Cornerstone Wealth Advisors, Inc. | 4,759 | $268.8K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,776 | $269.0K | 0.01% | −121−2.5% | Reduced |
| Hayek Kallen Investment Management | 4,760 | $269.0K | 0.10% | 00.0% | Unchanged |
| Brave Asset Management Inc | 4,791 | $270.6K | 0.07% | −114−2.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,800 | $271.2K | 0.25% | +1,000+26.3% | Added |
| Wealth Management Associates, Inc. | 4,807 | $271.6K | 0.12% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 4,813 | $271.9K | 0.02% | +587+13.9% | Added |
| Destination Wealth Management | 4,813 | $271.9K | 0.01% | −3,208−40.0% | Reduced |
| City Center Advisors, LLC | 4,826 | $272.6K | 0.30% | +4,826 | New |
| Klingenstein Fields & Co LP | 4,830 | $272.9K | 0.01% | +53+1.1% | Added |
| Sachetta, LLC | 4,832 | $273.0K | 0.11% | −35−0.7% | Reduced |
| Green Square Capital Advisors LLC | 4,884 | $273.0K | 0.04% | 00.0% | Unchanged |
| Leo Wealth, LLC | 4,833 | $273.0K | 0.02% | −82−1.7% | Reduced |
| MKT Advisors LLC | 4,941 | $273.3K | 0.13% | −208−4.0% | Reduced |
| TCI Wealth Advisors, Inc. | 4,841 | $273.4K | 0.02% | +439+10.0% | Added |
| Plante Moran Financial Advisors, LLC | 4,842 | $273.5K | 0.02% | −1,880−28.0% | Reduced |
| Strategic Blueprint, LLC | 4,848 | $273.9K | 0.02% | −99−2.0% | Reduced |
| Epiq Partners, LLC | 4,853 | $274.1K | 0.15% | −1,337−21.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 4,867 | $274.9K | 0.07% | +4,867 | New |
| Guardian Wealth Management, Inc. | 4,869 | $275.1K | 0.19% | +15+0.3% | Added |
| Verity & Verity, LLC | 4,875 | $275.4K | 0.03% | −126−2.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,642 | $275.7K | 0.10% | 00.0% | Unchanged |
| Vicus Capital | 4,892 | $276.3K | 0.02% | −2,738−35.9% | Reduced |
| CKW Financial Group | 5,000 | $277.0K | 0.03% | −200−3.8% | Reduced |
| Check Capital Management Inc | 4,913 | $277.5K | 0.02% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,917 | $277.7K | 0.19% | +20.0% | Added |
| CoreFirst Bank & Trust | 4,925 | $278.2K | 0.16% | −1,200−19.6% | Reduced |
| Walker Asset Management, LLC | 4,938 | $278.9K | 0.17% | +30+0.6% | Added |
| Founders Capital Management | 4,942 | $279.2K | 0.17% | 00.0% | Unchanged |
| First American Bank | 4,951 | $279.7K | 0.02% | +696+16.4% | Added |
| Blueprint Investment Partners LLC | 4,952 | $279.7K | 0.05% | −4,570−48.0% | Reduced |
| Howe & Rusling Inc | 4,954 | $279.9K | 0.02% | −75−1.5% | Reduced |
| First Command Advisory Services, Inc. | 4,956 | $280.0K | 0.00% | +280+6.0% | Added |
| GFS Advisors, LLC | 4,948 | $280.0K | 0.06% | +4,548+1,137.0% | Added |
| Willner & Heller, LLC | 4,971 | $280.8K | 0.25% | +34+0.7% | Added |
| Cutter & CO Brokerage, Inc. | 4,974 | $281.0K | 0.06% | +114+2.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,987 | $281.8K | 0.16% | −333−6.3% | Reduced |
| Quantum Financial Advisors, LLC | 4,992 | $282.0K | 0.04% | 00.0% | Unchanged |
| Ruffer LLP | 5,000 | $282.3K | 0.01% | −13,000−72.2% | Reduced |
| Puzo Michael J | 5,000 | $282.4K | 0.07% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 5,000 | $282.4K | 0.08% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,000 | $282.4K | 0.12% | 00.0% | Unchanged |
| M&R Capital Management Inc | 5,006 | $282.8K | 0.06% | +1,044+26.4% | Added |
| Chapin Davis, Inc. | 5,040 | $284.7K | 0.09% | −93−1.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,253 | $284.8K | 0.00% | +4,253 | New |
| Warwick Investment Management, Inc. | 5,067 | $286.2K | 0.07% | +1,078+27.0% | Added |
| Aviso Financial Inc. | 5,069 | $286.3K | 0.01% | −289−5.4% | Reduced |
| Mokosak Advisory Group, LLC | 5,071 | $286.4K | 0.09% | +30+0.6% | Added |
| Abacus Planning Group, Inc. | 5,073 | $286.6K | 0.05% | +640+14.4% | Added |
| Birch Hill Investment Advisors LLC | 5,079 | $286.9K | 0.01% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 5,082 | $287.1K | 0.02% | +89+1.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,088 | $287.4K | 0.06% | −809−13.7% | Reduced |
| New Republic Capital, LLC | 5,100 | $288.1K | 0.17% | −216−4.1% | Reduced |
| Optas, LLC | 5,107 | $288.5K | 0.07% | −269−5.0% | Reduced |
| Whalerock Point Partners, LLC | 5,108 | $288.6K | 0.07% | 00.0% | Unchanged |