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 |
|---|---|---|---|---|---|
| LifePlan Financial, LLC | 7,066 | $399.1K | 0.34% | −5,003−41.5% | Reduced |
| John W. Brooker & Co., CPAs | 7,075 | $399.7K | 0.18% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 7,099 | $401.0K | 0.03% | −304−4.1% | Reduced |
| S.A. Mason LLC | 7,103 | $401.2K | 0.21% | 00.0% | Unchanged |
| New Hampshire Trust | 7,105 | $401.4K | 0.09% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 7,075 | $401.6K | 0.17% | 00.0% | Unchanged |
| Maia Wealth LLC | 6,138 | $401.6K | 0.10% | +2,249+57.8% | Added |
| Cambridge Advisors Inc. | 7,116 | $402.0K | 0.09% | −598−7.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,143 | $403.5K | 0.12% | −119−1.6% | Reduced |
| Summit Asset Management, LLC | 7,150 | $403.9K | 0.08% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,153 | $404.1K | 0.05% | +11+0.2% | Added |
| Patten & Patten Inc | 7,189 | $406.1K | 0.03% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 7,196 | $406.5K | 0.22% | −2,548−26.1% | Reduced |
| Alpha Family Trust | 7,220 | $407.9K | 0.23% | 00.0% | Unchanged |
| Lynch & Associates | 7,253 | $409.7K | 0.09% | 00.0% | Unchanged |
| Weaver Consulting Group | 7,258 | $410.0K | 0.13% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 7,264 | $410.3K | 0.05% | +1,064+17.2% | Added |
| Lakeside Advisors, INC. | 7,275 | $411.0K | 0.26% | −731−9.1% | Reduced |
| Spinnaker Trust | 7,277 | $411.1K | 0.03% | −2,000−21.6% | Reduced |
| First National Bank & Trust Co of Newtown | 7,288 | $411.7K | 0.08% | 00.0% | Unchanged |
| Laurion Capital Management LP | 7,304 | $412.6K | 0.03% | −90,927−92.6% | Reduced |
| Delta Investment Management, LLC | 7,320 | $413.5K | 0.08% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 7,323 | $413.7K | 0.02% | +311+4.4% | Added |
| Cornerstone Advisory, LLC | 7,327 | $413.9K | 0.05% | +82+1.1% | Added |
| Pacifica Capital Investments, LLC | 7,335 | $414.0K | 0.14% | 00.0% | Unchanged |
| Holistic Planning, LLC | 7,329 | $414.0K | 0.18% | +2,786+61.3% | Added |
| Financial Insights, Inc. | 7,350 | $415.2K | 0.13% | −403−5.2% | Reduced |
| Titleist Asset Management, LLC | 7,366 | $416.1K | 0.06% | −654−8.2% | Reduced |
| TCTC Holdings, LLC | 7,373 | $416.5K | 0.01% | +20+0.3% | Added |
| ERn Financial, LLC | 7,395 | $417.7K | 0.06% | +33+0.4% | Added |
| Bridge Creek Capital Management LLC | 7,400 | $418.0K | 0.13% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 7,405 | $418.3K | 0.07% | −80−1.1% | Reduced |
| Ullmann Financial Group, Inc. | 7,414 | $418.8K | 0.05% | −168−2.2% | Reduced |
| Guardian Wealth Advisors, LLC | 7,429 | $419.7K | 0.05% | +121+1.7% | Added |
| Stratos Wealth Advisors, LLC | 7,463 | $421.6K | 0.02% | +98+1.3% | Added |
| ICONIQ Capital, LLC | 7,466 | $421.8K | 0.01% | +7,466 | New |
| Sentry Investment Management LLC | 7,469 | $422.0K | 0.18% | −2,026−21.3% | Reduced |
| Thrive Wealth Management, LLC | 7,474 | $422.2K | 0.08% | −25−0.3% | Reduced |
| Connecticut Wealth Management, LLC | 7,488 | $423.0K | 0.02% | +2,671+55.4% | Added |
| MCF Advisors LLC | 7,513 | $424.4K | 0.03% | −188−2.4% | Reduced |
| Global Assets Advisory, LLC | 7,678 | $425.3K | 0.23% | +602+8.5% | Added |
| First Dallas Securities Inc. | 7,550 | $426.5K | 0.18% | +200+2.7% | Added |
| Well Done, LLC | 7,564 | $427.3K | 0.08% | −394−5.0% | Reduced |
| Kestra Investment Management, LLC | 7,570 | $427.6K | 0.02% | +7,570 | New |
| Permanens Capital L.P. | 7,574 | $427.9K | 0.09% | +7,574 | New |
| Campion Asset Management LLC | 7,585 | $428.5K | 0.31% | −270−3.4% | Reduced |
| Martingale Asset Management L P | 7,599 | $429.3K | 0.01% | +3,269+75.5% | Added |
| Auxano Advisors, LLC | 7,616 | $430.2K | 0.11% | −167−2.1% | Reduced |
| Van Strum & Towne Inc. | 7,639 | $431.5K | 0.15% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7,648 | $432.0K | 0.06% | +2,244+41.5% | Added |
| Nilsine Partners, LLC | 7,673 | $433.4K | 0.06% | −437−5.4% | Reduced |
| AlphaCore Capital LLC | 7,677 | $433.7K | 0.10% | −76−1.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,691 | $434.5K | 0.14% | +52+0.7% | Added |
| SNS Financial Group, LLC | 7,695 | $434.7K | 0.04% | −567−6.9% | Reduced |
| Ghe, LLC | 2,518 | $435.0K | 0.16% | −5,185−67.3% | Reduced |
| Mosaic Financial Group, LLC | 7,703 | $435.0K | 0.31% | +42+0.5% | Added |
| Encompass More Asset Management | 7,707 | $435.4K | 0.17% | +1,771+29.8% | Added |
| Sound View Wealth Advisors Group, LLC | 7,789 | $440.0K | 0.04% | +700+9.9% | Added |
| Sky Investment Group LLC | 7,790 | $440.1K | 0.08% | +5+0.1% | Added |
| Weil Company, Inc. | 7,809 | $441.1K | 0.14% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 7,816 | $441.5K | 0.16% | +2,422+44.9% | Added |
| Doliver Advisors, LP | 7,825 | $442.0K | 0.12% | +55+0.7% | Added |
| Bedel Financial Consulting, Inc. | 7,827 | $442.2K | 0.06% | −2,030−20.6% | Reduced |
| MQS Management LLC | 7,836 | $442.7K | 0.25% | −2,154−21.6% | Reduced |
| STAR Financial Bank | 7,839 | $442.8K | 0.30% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 7,869 | $444.5K | 0.01% | −695−8.1% | Reduced |
| Field & Main Bank | 7,882 | $445.2K | 0.16% | −128−1.6% | Reduced |
| Everpar Advisors LLC | 7,937 | $448.4K | 0.23% | −207−2.5% | Reduced |
| Sivia Capital Partners, LLC | 7,977 | $450.6K | 0.27% | +30.0% | Added |
| UMA Financial Services, Inc. | 7,162 | $451.4K | 0.08% | +30.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 8,000 | $451.9K | 0.09% | +8,000 | New |
| Old West Investment Management, LLC | 8,037 | $454.0K | 0.18% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 8,048 | $454.7K | 0.06% | −1,594−16.5% | Reduced |
| Alera Investment Advisors, LLC | 8,095 | $457.3K | 0.05% | +1,155+16.6% | Added |
| First National Bank | 8,116 | $458.5K | 0.32% | −390−4.6% | Reduced |
| Cutler Investment Counsel LLC | 8,136 | $459.6K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 8,142 | $459.9K | 0.03% | +1,616+24.8% | Added |
| Avidian Wealth Solutions, LLC | 8,160 | $461.0K | 0.02% | +720+9.7% | Added |
| Intelligence Driven Advisers, LLC | 8,179 | $462.0K | 0.07% | +794+10.8% | Added |
| Interchange Capital Partners, LLC | 8,215 | $464.3K | 0.17% | +265+3.3% | Added |
| LVW Advisors, LLC | 8,231 | $465.0K | 0.06% | −418−4.8% | Reduced |
| AlTi Global, Inc. | 8,240 | $465.5K | 0.01% | −11,435−58.1% | Reduced |
| Fairview Capital Investment Management, LLC | 8,255 | $466.3K | 0.03% | 00.0% | Unchanged |
| Private Capital Management LLC | 8,263 | $466.8K | 0.08% | +4,068+97.0% | Added |
| Front Street Capital Management, Inc. | 8,271 | $467.0K | 0.08% | −500−5.7% | Reduced |
| Aull & Monroe Investment Management Corp | 8,267 | $467.0K | 0.22% | −277−3.2% | Reduced |
| Tudor Financial Inc. | 8,280 | $467.7K | 0.29% | +8,280 | New |
| Gallacher Capital Management LLC | 8,290 | $468.3K | 0.22% | +8,290 | New |
| Sippican Capital Advisors | 8,293 | $468.5K | 0.33% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 8,385 | $468.7K | 0.16% | +100+1.2% | Added |
| Keel Point, LLC | 8,313 | $469.6K | 0.04% | −96−1.1% | Reduced |
| Wealth Architects, LLC | 8,341 | $471.2K | 0.05% | +88+1.1% | Added |
| Integrated Investment Consultants, LLC | 8,345 | $471.4K | 0.10% | +8,345 | New |
| Institute for Wealth Management, LLC. | 8,370 | $472.8K | 0.06% | −1,476−15.0% | Reduced |
| Howard Bailey Securities, LLC | 8,372 | $472.9K | 0.18% | +8,372 | New |
| Monetary Management Group Inc | 8,395 | $474.2K | 0.12% | +330+4.1% | Added |
| Intrust Bank NA | 8,397 | $474.4K | 0.05% | +189+2.3% | Added |
| Concord Wealth Partners | 8,405 | $474.8K | 0.08% | +1,240+17.3% | Added |
| Northeast Investment Management | 8,420 | $475.6K | 0.02% | −315−3.6% | Reduced |
| Beta Wealth Group, Inc. | 8,422 | $475.7K | 0.21% | +306+3.8% | Added |