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 |
|---|---|---|---|---|---|
| OneAscent Wealth Management LLC | 8,462 | $478.0K | 0.18% | +8,462 | New |
| Resonant Capital Advisors, LLC | 8,486 | $479.4K | 0.04% | +426+5.3% | Added |
| Eagle Global Advisors LLC | 8,513 | $480.9K | 0.02% | −180,342−95.5% | Reduced |
| Fort Point Capital Partners LLC | 8,550 | $483.0K | 0.06% | +16+0.2% | Added |
| Western Pacific Wealth Management, LP | 8,571 | $484.2K | 0.32% | +10.0% | Added |
| SilverOak Wealth Management LLC | 8,594 | $485.5K | 0.11% | −307−3.4% | Reduced |
| Morse Asset Management, Inc | 8,614 | $486.6K | 0.11% | +8,614 | New |
| Baker Tilly Wealth Management, LLC | 8,648 | $488.5K | 0.22% | −6,620−43.4% | Reduced |
| Icon Wealth Advisors, LLC | 8,660 | $489.2K | 0.04% | −3,641−29.6% | Reduced |
| Promethium Advisors,llc | 8,689 | $490.8K | 0.35% | +8,689 | New |
| Summa Corp. | 8,700 | $491.5K | 0.24% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,701 | $491.5K | 0.08% | 00.0% | Unchanged |
| Bray Capital Advisors | 8,708 | $491.9K | 0.12% | +6+0.1% | Added |
| Altfest L J & Co Inc | 8,714 | $492.0K | 0.07% | −487−5.3% | Reduced |
| Advisors Management Group Inc | 8,753 | $494.0K | 0.12% | 00.0% | Unchanged |
| Hudock, Inc. | 8,763 | $495.0K | 0.09% | +20.0% | Added |
| Tradewinds, LLC. | 8,774 | $495.6K | 0.15% | −303−3.3% | Reduced |
| Manchester Capital Management LLC | 8,778 | $495.9K | 0.06% | −10−0.1% | Reduced |
| Monticello Wealth Management, LLC | 8,782 | $496.1K | 0.04% | 00.0% | Unchanged |
| KWB Wealth | 8,357 | $496.3K | 0.06% | +8,357 | New |
| Americana Partners, LLC | 8,790 | $496.6K | 0.03% | +503+6.1% | Added |
| Marietta Investment Partners LLC | 8,800 | $497.1K | 0.11% | 00.0% | Unchanged |
| CIC Wealth, LLC | 8,806 | $497.4K | 0.13% | −329−3.6% | Reduced |
| Financial Advisory Service, Inc. | 8,807 | $497.5K | 0.04% | +52+0.6% | Added |
| San Luis Wealth Advisors LLC | 8,818 | $498.0K | 0.10% | −2,505−22.1% | Reduced |
| Pin Oak Investment Advisors Inc | 8,829 | $498.0K | 0.45% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,817 | $498.1K | 0.15% | −159−1.8% | Reduced |
| Northwest Bank & Trust Co | 8,844 | $499.6K | 0.38% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 8,885 | $501.9K | 0.06% | −681−7.1% | Reduced |
| Canandaigua National Bank & Trust Co | 8,894 | $502.4K | 0.05% | −108−1.2% | Reduced |
| Fundamentun, LLC | 8,904 | $503.0K | 0.04% | −487−5.2% | Reduced |
| Meridian Wealth Management, LLC | 8,929 | $504.4K | 0.02% | +8,929 | New |
| Onefund, LLC | 8,948 | $505.5K | 0.51% | −472−5.0% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 8,952 | $505.7K | 0.19% | +10.0% | Added |
| Texas Capital Bancshares Inc | 8,959 | $506.1K | 0.20% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 9,004 | $508.6K | 0.15% | −422−4.5% | Reduced |
| Lauterbach Financial Advisors, LLC | 9,009 | $508.9K | 0.31% | +62+0.7% | Added |
| Triumph Capital Management | 9,023 | $509.7K | 0.18% | −6−0.1% | Reduced |
| WealthPlan Investment Management, LLC | 9,034 | $510.3K | 0.05% | +21+0.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,037 | $510.5K | 0.32% | +200+2.3% | Added |
| Westover Capital Advisors, LLC | 9,047 | $511.1K | 0.10% | 00.0% | Unchanged |
| Davis R M Inc | 9,051 | $511.3K | 0.01% | +336+3.9% | Added |
| CTC Alternative Strategies, Ltd. | 9,065 | $512.1K | 0.64% | −19,282−68.0% | Reduced |
| Ocean Capital Management, LLC | 9,075 | $512.6K | 0.12% | +9,075 | New |
| Berger Financial Group, Inc | 9,078 | $512.8K | 0.04% | +948+11.7% | Added |
| Appleton Partners Inc | 9,107 | $514.0K | 0.04% | −450−4.7% | Reduced |
| Valley National Advisers Inc | 9,149 | $516.0K | 0.09% | −15,585−63.0% | Reduced |
| Sherbrooke Park Advisers LLC | 9,140 | $516.3K | 0.12% | −28,022−75.4% | Reduced |
| Bailard, Inc. | 9,142 | $516.4K | 0.01% | −22−0.2% | Reduced |
| Sebold Capital Management, Inc. | 9,167 | $517.9K | 0.34% | −981−9.7% | Reduced |
| Harbor Investment Advisory, LLC | 9,184 | $518.8K | 0.05% | −123−1.3% | Reduced |
| Perennial Investment Advisors, LLC | 9,192 | $519.3K | 0.07% | −178−1.9% | Reduced |
| Koshinski Asset Management, Inc. | 9,198 | $519.6K | 0.04% | +6+0.1% | Added |
| Regatta Capital Group, LLC | 9,239 | $521.9K | 0.10% | −111−1.2% | Reduced |
| LRI Investments, LLC | 7,193 | $523.7K | 0.05% | −929−11.4% | Reduced |
| Cahill Financial Advisors Inc | 9,294 | $525.0K | 0.07% | +73+0.8% | Added |
| South State Corp. | 9,311 | $526.0K | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 9,312 | $526.0K | 0.03% | −180−1.9% | Reduced |
| Royal Capital Wealth Management, LLC | 9,351 | $528.2K | 0.37% | −336−3.5% | Reduced |
| Carrera Capital Advisors | 9,374 | $529.5K | 0.13% | +535+6.1% | Added |
| Quadrant Private Wealth Management, LLC | 9,420 | $532.1K | 0.13% | −584−5.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 9,435 | $533.0K | 0.01% | −799,545−98.8% | Reduced |
| West Bancorporation Inc | 9,450 | $533.8K | 0.36% | 00.0% | Unchanged |
| Sather Financial Group Inc | 9,451 | $533.9K | 0.03% | −5,000−34.6% | Reduced |
| Keystone Financial Group | 9,486 | $535.9K | 0.07% | −702−6.9% | Reduced |
| Aspen Investment Management Inc | 9,480 | $536.0K | 0.25% | 00.0% | Unchanged |
| Creekside Partners | 9,537 | $538.7K | 0.28% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 9,545 | $539.2K | 0.08% | −401−4.0% | Reduced |
| Monarch Capital Management Inc | 9,555 | $539.8K | 0.15% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9,544 | $540.0K | 0.05% | +2,940+44.5% | Added |
| Sandy Spring Bank | 9,570 | $540.6K | 0.02% | −542−5.4% | Reduced |
| Smith Thornton Advisors LLC | 9,591 | $541.8K | 0.36% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,595 | $542.0K | 0.11% | 00.0% | Unchanged |
| Old North State Trust, LLC | 9,614 | $543.0K | 0.44% | +1,680+21.2% | Added |
| Change Path, LLC | 9,637 | $544.4K | 0.02% | +3,285+51.7% | Added |
| Global Trust Asset Management, LLC | 9,736 | $550.0K | 0.20% | −578−5.6% | Reduced |
| Iron Horse Wealth Management, LLC | 9,757 | $551.1K | 0.19% | +126+1.3% | Added |
| Verum Partners LLC | 9,758 | $551.2K | 0.16% | +111+1.2% | Added |
| Athena Investment Management | 9,758 | $551.2K | 0.31% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 9,763 | $551.5K | 0.07% | +3,168+48.0% | Added |
| Biltmore Family Office, LLC | 9,848 | $556.3K | 0.10% | +462+4.9% | Added |
| Rockland Trust Co | 9,850 | $556.4K | 0.03% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 9,883 | $558.3K | 0.19% | 00.0% | Unchanged |
| Monument Capital Management | 9,884 | $558.3K | 0.15% | −18−0.2% | Reduced |
| Catalina Capital Group, LLC | 9,886 | $558.4K | 0.19% | +168+1.7% | Added |
| Webster Bank, N. A. | 9,888 | $558.6K | 0.06% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 9,900 | $559.0K | 0.28% | 00.0% | Unchanged |
| Alta Advisers Ltd | 9,900 | $559.3K | 0.26% | 00.0% | Unchanged |
| PDS Planning, Inc | 9,943 | $561.7K | 0.05% | +556+5.9% | Added |
| Circle Wealth Management, LLC | 9,953 | $562.3K | 0.01% | +16+0.2% | Added |
| Bremer Bank National Association | 10,017 | $565.9K | 0.11% | −565−5.3% | Reduced |
| Jacobs & Co | 10,042 | $567.0K | 0.06% | −200−2.0% | Reduced |
| Tucker Asset Management LLC | 10,065 | $568.6K | 0.13% | +1,242+14.1% | Added |
| Chiron Capital Management, LLC | 10,111 | $571.2K | 0.51% | −2,201−17.9% | Reduced |
| Basepoint Wealth LLC | 10,114 | $571.4K | 0.42% | −127−1.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 10,117 | $571.5K | 0.14% | −547−5.1% | Reduced |
| GFG Capital, LLC | 20,282 | $573.0K | 0.23% | −485−2.3% | Reduced |
| Financial Engines Advisors L.L.C. | 10,202 | $576.3K | 0.00% | +439+4.5% | Added |
| G&S Capital LLC | 10,236 | $578.3K | 0.24% | +14+0.1% | Added |
| Stephenson National Bank & Trust | 10,248 | $578.9K | 0.18% | 00.0% | Unchanged |