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 |
|---|---|---|---|---|---|
| Foster & Motley Inc | 5,112 | $289.0K | 0.02% | +5,112 | New |
| Burt Wealth Advisors | 5,117 | $289.1K | 0.07% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 5,123 | $289.4K | 0.06% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 5,130 | $289.8K | 0.02% | −246,738−98.0% | Reduced |
| Ellevest, Inc. | 5,131 | $289.9K | 0.02% | +21+0.4% | Added |
| CVA Family Office, LLC | 5,143 | $290.5K | 0.05% | +30+0.6% | Added |
| Pegasus Partners Ltd. | 5,154 | $291.1K | 0.03% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 5,179 | $292.6K | 0.07% | +440+9.3% | Added |
| Concord Asset Management, LLC | 5,179 | $292.6K | 0.07% | +191+3.8% | Added |
| Mma Asset Management LLC | 5,180 | $292.6K | 0.08% | +5,180 | New |
| Pine Valley Investments Ltd Liability Co | 5,188 | $293.1K | 0.02% | +10.0% | Added |
| Boston Mountain Money Management Inc | 5,210 | $294.3K | 0.17% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 5,215 | $294.6K | 0.17% | −7−0.1% | Reduced |
| Marex Group plc | 5,229 | $295.4K | 0.01% | +5,229 | New |
| Beach Investment Counsel Inc | 5,233 | $296.0K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5,256 | $296.9K | 0.03% | +399+8.2% | Added |
| Hillsdale Investment Management Inc. | 5,262 | $297.3K | 0.02% | +2,112+67.0% | Added |
| Sierra Summit Advisors LLC | 5,268 | $297.6K | 0.07% | −2,133−28.8% | Reduced |
| Jacobsen Capital Management | 5,272 | $297.8K | 0.13% | −38−0.7% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 5,280 | $298.0K | 0.06% | +5,280 | New |
| Mosaic Family Wealth Partners, LLC | 5,277 | $298.1K | 0.04% | −118−2.2% | Reduced |
| Matrix Private Capital Group LLC | 5,282 | $298.4K | 0.17% | +38+0.7% | Added |
| Regent Peak Wealth Advisors LLC | 5,288 | $298.7K | 0.07% | +116+2.2% | Added |
| Inspire Advisors, LLC | 5,292 | $298.9K | 0.04% | +5,292 | New |
| Constitution Capital LLC | 5,300 | $299.4K | 0.16% | 00.0% | Unchanged |
| Raelipskie Partnership | 5,300 | $299.4K | 0.15% | 00.0% | Unchanged |
| Dempze Nancy E | 5,302 | $299.5K | 0.17% | −1,000−15.9% | Reduced |
| Denver Wealth Management, Inc. | 5,313 | $300.1K | 0.14% | +103+2.0% | Added |
| Mayflower Financial Advisors, LLC | 5,316 | $300.3K | 0.05% | +184+3.6% | Added |
| Duncker Streett & Co Inc | 5,321 | $300.6K | 0.05% | +3+0.1% | Added |
| Susquehanna International Group Ltd. | 5,345 | $301.9K | 0.06% | +5,345 | New |
| Hardy Reed LLC | 5,349 | $302.2K | 0.03% | −21,723−80.2% | Reduced |
| Security National Bank of So Dak | 5,357 | $302.6K | 0.17% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 5,363 | $302.9K | 0.11% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 5,383 | $304.1K | 0.02% | +5,383 | New |
| Bruce G. Allen Investments, LLC | 5,389 | $304.4K | 0.24% | −12−0.2% | Reduced |
| GYL Financial Synergies, LLC | 5,394 | $304.7K | 0.02% | −325−5.7% | Reduced |
| Formidable Asset Management, LLC | 5,431 | $306.8K | 0.05% | −1,864−25.6% | Reduced |
| Register Financial Advisors LLC | 5,432 | $306.8K | 0.16% | +7+0.1% | Added |
| Howard Capital Management Group, LLC | 5,450 | $307.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 5,451 | $307.9K | 0.03% | −430−7.3% | Reduced |
| Eagle Harbor Asset Management Inc | 5,457 | $308.3K | 0.31% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,477 | $309.0K | 0.03% | +5,477 | New |
| Nwam LLC | 5,473 | $309.1K | 0.02% | +5,473 | New |
| Magnus Financial Group LLC | 5,483 | $309.7K | 0.03% | +106+2.0% | Added |
| Weinberger Asset Management, Inc | 5,502 | $310.8K | 0.13% | +32+0.6% | Added |
| Narwhal Capital Management | 5,510 | $311.3K | 0.03% | −200−3.5% | Reduced |
| Icapital Wealth LLC | 5,530 | $312.4K | 0.17% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,546 | $313.3K | 0.03% | −16−0.3% | Reduced |
| Slagle Financial, LLC | 5,587 | $315.6K | 0.14% | −144−2.5% | Reduced |
| Detalus Advisors, LLC | 5,600 | $316.3K | 0.11% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 5,614 | $317.1K | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 5,627 | $317.9K | 0.02% | +18+0.3% | Added |
| Summit Global Investments | 5,630 | $318.0K | 0.02% | −83−1.5% | Reduced |
| Inscription Capital, LLC | 5,635 | $318.3K | 0.05% | +245+4.5% | Added |
| G2 Capital Management, LLC | 5,647 | $319.0K | 0.09% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 5,673 | $320.5K | 0.02% | −658−10.4% | Reduced |
| Ewa, LLC | 4,407 | $320.8K | 0.11% | −78−1.7% | Reduced |
| Security National Bank of Sioux City Iowa | 5,689 | $321.4K | 0.20% | +5,689 | New |
| Legacy Private Trust Co. | 5,695 | $321.7K | 0.02% | +190+3.5% | Added |
| Ballast, Inc. | 5,695 | $321.7K | 0.09% | −118−2.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 5,702 | $322.1K | 0.09% | +1,597+38.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,926 | $322.3K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 5,754 | $325.0K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,758 | $325.3K | 0.02% | +13+0.2% | Added |
| Advus Financial Partners, LLC | 5,774 | $326.2K | 0.09% | +137+2.4% | Added |
| Indiana Trust & Investment Management CO | 5,780 | $326.5K | 0.11% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 5,790 | $327.1K | 0.06% | −83,333−93.5% | Reduced |
| MSH Capital Advisors LLC | 5,793 | $327.3K | 0.10% | +12+0.2% | Added |
| Blue Barn Wealth, LLC | 5,795 | $327.4K | 0.17% | −17−0.3% | Reduced |
| Zullo Investment Group, Inc. | 5,847 | $330.4K | 0.14% | +43+0.7% | Added |
| Arcataur Capital Management LLC | 5,854 | $330.7K | 0.11% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,854 | $331.0K | 0.02% | +101+1.8% | Added |
| Advisory Alpha, LLC | 5,868 | $331.5K | 0.01% | +378+6.9% | Added |
| AA Financial Advisors, LLC | 5,895 | $333.0K | 0.10% | −470−7.4% | Reduced |
| Pioneer Trust Bank N A | 5,900 | $333.3K | 0.09% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 5,902 | $333.4K | 0.06% | −39−0.7% | Reduced |
| Atwood & Palmer Inc | 5,925 | $334.7K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5,926 | $334.8K | 0.06% | +564+10.5% | Added |
| Ariadne Wealth Management, LP | 4,805 | $335.5K | 0.18% | +4,805 | New |
| SPC Financial, Inc. | 5,945 | $335.8K | 0.03% | −12−0.2% | Reduced |
| Flputnam Investment Management Co | 5,960 | $336.7K | 0.01% | −475−7.4% | Reduced |
| Investment Advisory Group, LLC | 5,976 | $337.6K | 0.12% | +93+1.6% | Added |
| Duncan Williams Asset Management, LLC | 5,981 | $337.9K | 0.19% | +5,981 | New |
| Arrow Financial Corp | 5,983 | $338.0K | 0.03% | −10−0.2% | Reduced |
| Burton Enright Welch | 5,996 | $338.7K | 0.07% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 6,000 | $338.9K | 0.28% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 5,996 | $339.0K | 0.05% | +1,049+21.2% | Added |
| 180 Wealth Advisors, LLC | 6,011 | $339.6K | 0.05% | +75+1.3% | Added |
| Silverlake Wealth Management LLC | 6,020 | $340.1K | 0.13% | −73−1.2% | Reduced |
| Callan Capital, LLC | 6,024 | $340.3K | 0.02% | +220+3.8% | Added |
| Stiles Financial Services Inc | 6,025 | $340.4K | 0.12% | +39+0.7% | Added |
| Candriam Luxembourg S.C.A. | 6,032 | $340.7K | 0.00% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 6,041 | $341.2K | 0.07% | +44+0.7% | Added |
| Silvia McColl Wealth Management, LLC | 6,043 | $341.4K | 0.26% | +20.0% | Added |
| SeaBridge Investment Advisors LLC | 6,045 | $341.5K | 0.08% | 00.0% | Unchanged |
| LongView Wealth Management | 6,060 | $342.3K | 0.11% | +79+1.3% | Added |
| Red Door Wealth Management, LLC | 6,089 | $344.0K | 0.06% | +540+9.7% | Added |
| Univest Financial Corp | 6,093 | $344.2K | 0.02% | +6,093 | New |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 6,108 | $345.0K | 0.05% | −22,169−78.4% | Reduced |