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 |
|---|---|---|---|---|---|
| Lakeridge Wealth Management LLC | 6,115 | $345.4K | 0.19% | +36+0.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 6,123 | $345.9K | 0.07% | +935+18.0% | Added |
| Larson Financial Group LLC | 6,129 | $346.2K | 0.02% | +1,097+21.8% | Added |
| CFO4Life Group, LLC | 6,132 | $346.4K | 0.06% | −212−3.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,142 | $347.0K | 0.08% | −228−3.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,185 | $347.7K | 0.02% | −41−0.7% | Reduced |
| M3 Advisory Group, LLC | 6,156 | $347.7K | 0.26% | +28+0.5% | Added |
| Coastline Trust Co | 6,172 | $348.7K | 0.04% | +900+17.1% | Added |
| Evoke Wealth, LLC | 6,190 | $349.7K | 0.01% | +6,190 | New |
| Wealthstream Advisors, Inc. | 6,198 | $350.1K | 0.06% | +20.0% | Added |
| Nichols & Pratt Advisers LLP | 6,200 | $350.2K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,202 | $350.3K | 0.05% | +1,493+31.7% | Added |
| Heritage Investment Group, Inc. | 6,205 | $350.5K | 0.07% | 00.0% | Unchanged |
| Seven Mile Advisory | 6,206 | $350.6K | 0.23% | −62−1.0% | Reduced |
| Keebeck Alpha, LP | 6,212 | $350.9K | 0.23% | +2,480+66.5% | Added |
| Fruth Investment Management | 6,218 | $351.0K | 0.09% | −200−3.1% | Reduced |
| Oakworth Capital, Inc. | 6,228 | $351.8K | 0.02% | +896+16.8% | Added |
| Legacy Bridge, LLC | 6,229 | $351.9K | 0.19% | 00.0% | Unchanged |
| Sym Financial Corp | 6,237 | $352.3K | 0.05% | +2,217+55.1% | Added |
| Allegheny Financial Group LTD | 6,244 | $352.7K | 0.09% | +30.0% | Added |
| Community Trust & Investment Co | 6,248 | $352.9K | 0.02% | +1,629+35.3% | Added |
| Financial Advocates Investment Management | 6,252 | $353.2K | 0.02% | −95−1.5% | Reduced |
| Family Firm, Inc. | 6,255 | $353.3K | 0.08% | +191+3.1% | Added |
| Winton Group Ltd | 6,271 | $354.2K | 0.02% | +2,484+65.6% | Added |
| TBH Global Asset Management, LLC | 6,277 | $354.6K | 0.08% | −105−1.6% | Reduced |
| First Financial Corp | 6,286 | $355.1K | 0.17% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6,293 | $355.5K | 0.13% | −432−6.4% | Reduced |
| Morris Financial Concepts, Inc. | 6,306 | $356.2K | 0.15% | −505−7.4% | Reduced |
| Inceptionr LLC | 6,322 | $357.1K | 0.09% | −26,094−80.5% | Reduced |
| Verus Capital Partners, LLC | 6,327 | $357.4K | 0.03% | +247+4.1% | Added |
| BlackDiamond Wealth Management Inc. | 4,932 | $358.1K | 0.22% | +114+2.4% | Added |
| Occidental Asset Management, LLC | 6,360 | $359.3K | 0.06% | −121−1.9% | Reduced |
| Congress Wealth Management LLC | 6,361 | $359.4K | 0.00% | +1,062+20.0% | Added |
| Relyea Zuckerberg Hanson LLC | 6,375 | $360.1K | 0.05% | +361+6.0% | Added |
| Aprio Wealth Management, LLC | 6,377 | $360.3K | 0.06% | −372−5.5% | Reduced |
| BNC Wealth Management, LLC | 6,394 | $361.2K | 0.13% | −164−2.5% | Reduced |
| Proficio Capital Partners LLC | 6,419 | $362.6K | 0.04% | −1,341−17.3% | Reduced |
| Sound Income Strategies, LLC | 6,424 | $362.9K | 0.02% | −52−0.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,427 | $363.1K | 0.27% | +455+7.6% | Added |
| Traphagen Investment Advisors LLC | 6,442 | $363.9K | 0.04% | +5+0.1% | Added |
| Sweet Financial Partners, LLC | 6,461 | $365.0K | 0.08% | +9+0.1% | Added |
| Diversified, LLC | 6,474 | $365.7K | 0.04% | −304−4.5% | Reduced |
| Diversified Enterprises, LLC | 6,474 | $365.7K | 0.04% | +6,474 | New |
| Arete Wealth Advisors, LLC | 6,521 | $367.0K | 0.03% | −12,177−65.1% | Reduced |
| Cascade Financial Partners, LLC | 5,663 | $367.0K | 0.05% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 6,500 | $367.2K | 0.17% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 6,504 | $367.4K | 0.07% | −156−2.3% | Reduced |
| Canopy Partners, LLC | 6,507 | $367.6K | 0.16% | −185−2.8% | Reduced |
| Crown Wealth Group, LLC | 6,508 | $367.6K | 0.16% | −6−0.1% | Reduced |
| Mengis Capital Management, Inc. | 6,513 | $367.9K | 0.07% | −4,598−41.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,515 | $368.0K | 0.01% | +45+0.7% | Added |
| Bristlecone Advisors, LLC | 6,516 | $368.1K | 0.03% | −1,034−13.7% | Reduced |
| Winning Points Advisors, LLC | 9,006 | $368.4K | 0.70% | +9,006 | New |
| Caxton Associates LP | 6,530 | $368.9K | 0.02% | +6,530 | New |
| E&G Advisors, LP | 6,534 | $369.1K | 0.10% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 6,557 | $370.4K | 0.01% | −142−2.1% | Reduced |
| Colonial Trust Co | 6,557 | $370.4K | 0.06% | +4,418+206.5% | Added |
| Callan Family Office, LLC | 6,608 | $373.3K | 0.06% | −85,394−92.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,658 | $376.1K | 0.17% | +413+6.6% | Added |
| Arbor Investment Advisors, LLC | 6,671 | $376.9K | 0.05% | +6,671 | New |
| Atlas Brown,Inc. | 6,698 | $378.4K | 0.13% | +25+0.4% | Added |
| West Oak Capital, LLC | 13,625 | $378.5K | 0.07% | +6,700+96.8% | Added |
| Ausdal Financial Partners, Inc. | 6,709 | $379.0K | 0.04% | +251+3.9% | Added |
| Sand Hill Global Advisors, LLC | 6,718 | $379.5K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 6,731 | $380.2K | 0.14% | −103−1.5% | Reduced |
| Evolution Advisers, Inc. | 6,747 | $381.0K | 0.21% | −36−0.5% | Reduced |
| Drexel Morgan & Co. | 6,747 | $381.1K | 0.07% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 6,749 | $381.3K | 0.23% | −377−5.3% | Reduced |
| Fortem Financial Group, LLC | 6,758 | $381.7K | 0.16% | −142−2.1% | Reduced |
| Sunflower Bank, N.A. | 6,762 | $382.0K | 0.10% | +167+2.5% | Added |
| Oxford Financial Group Ltd | 6,788 | $383.5K | 0.02% | −222−3.2% | Reduced |
| Belmont Capital, LLC | 6,790 | $383.5K | 0.06% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 6,797 | $384.0K | 0.03% | 00.0% | Unchanged |
| Cowa, LLC | 6,800 | $384.1K | 0.18% | −500−6.8% | Reduced |
| Simmons Bank | 6,801 | $384.2K | 0.03% | −300−4.2% | Reduced |
| Washington Trust Advisors, Inc. | 6,818 | $385.1K | 0.03% | −166−2.4% | Reduced |
| Sequent Asset Management, LLC | 6,837 | $386.2K | 0.19% | −236−3.3% | Reduced |
| Great Waters Wealth Management | 6,839 | $386.3K | 0.05% | +187+2.8% | Added |
| Means Investment Co., Inc. | 6,848 | $386.9K | 0.04% | +55+0.8% | Added |
| Founders Financial Alliance, LLC | 6,860 | $387.5K | 0.11% | −490−6.7% | Reduced |
| Ssi Investment Management LLC | 6,872 | $388.2K | 0.03% | −6−0.1% | Reduced |
| MONECO Advisors, LLC | 6,884 | $388.9K | 0.05% | −52−0.7% | Reduced |
| Bouchey Financial Group Ltd | 6,901 | $389.8K | 0.03% | −15−0.2% | Reduced |
| Fortitude Family Office, LLC | 6,912 | $390.5K | 0.15% | +1,015+17.2% | Added |
| Piscataqua Savings Bank | 6,915 | $390.6K | 0.33% | −300−4.2% | Reduced |
| Modern Wealth Management, LLC | 6,920 | $390.9K | 0.02% | +141+2.1% | Added |
| Schulhoff & Co Inc | 6,975 | $394.0K | 0.16% | +10.0% | Added |
| Zions Bancorporation, N.A. | 6,977 | $394.1K | 0.03% | +311+4.7% | Added |
| Westhampton Capital, LLC | 6,990 | $394.9K | 0.20% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 6,997 | $395.3K | 0.06% | +1,368+24.3% | Added |
| Kearns & Associates LLC | 7,000 | $395.4K | 0.26% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7,003 | $395.6K | 0.16% | +596+9.3% | Added |
| Lincoln Capital LLC | 7,009 | $395.9K | 0.08% | +30.0% | Added |
| Wealth Management Partners, LLC | 7,023 | $396.8K | 0.18% | −50−0.7% | Reduced |
| Elyxium Wealth, LLC | 7,036 | $397.5K | 0.22% | +7,036 | New |
| BancorpSouth Bank | 7,050 | $398.3K | 0.03% | −30.0% | Reduced |
| Signal Advisors Wealth, LLC | 7,053 | $398.4K | 0.06% | +7,053 | New |
| New Wave Wealth Advisors LLC | 7,056 | $398.6K | 0.18% | +81+1.2% | Added |
| Heritage Oak Wealth Advisors LLC | 7,056 | $398.6K | 0.18% | +7,056 | New |
| Wellspring Financial Advisors, LLC | 7,061 | $398.8K | 0.05% | +7,061 | New |