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
- 2,247
- +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
- 779 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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 27,069 | $1.53M | 0.04% | −2,402−8.2% | Reduced |
| Graham Capital Management, L.P. | 26,988 | $1.52M | 0.05% | +26,988 | New |
| Apella Capital, LLC | 27,560 | $1.52M | 0.06% | +2,805+11.3% | Added |
| Dynasty Wealth Management, LLC | 26,918 | $1.52M | 0.05% | −4,263−13.7% | Reduced |
| Evergreen Capital Management LLC | 26,903 | $1.52M | 0.05% | −2,475−8.4% | Reduced |
| Hardin Capital Partners, LLC | 16,647 | $1.51M | 0.86% | −461−2.7% | Reduced |
| Everett Harris & Co | 26,799 | $1.51M | 0.02% | −430−1.6% | Reduced |
| Diversify Wealth Management, LLC | 23,405 | $1.51M | 0.15% | −837−3.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 26,546 | $1.50M | 0.05% | −3,104−10.5% | Reduced |
| Resources Management Corp | 26,480 | $1.50M | 0.20% | −200−0.7% | Reduced |
| Coastwise Capital Group, LLC | 26,436 | $1.49M | 1.23% | +26,436 | New |
| Meridian Investment Counsel Inc. | 26,381 | $1.49M | 0.45% | −2,511−8.7% | Reduced |
| GHP Investment Advisors, Inc. | 26,353 | $1.49M | 0.07% | +710+2.8% | Added |
| Venture Visionary Partners LLC | 26,286 | $1.48M | 0.06% | −14,906−36.2% | Reduced |
| KG&L Capital Management,LLC | 27,334 | $1.48M | 0.48% | +16,019+141.6% | Added |
| Jeppson Wealth Management, LLC | 26,140 | $1.48M | 0.53% | −502−1.9% | Reduced |
| Level Four Advisory Services, LLC | 22,672 | $1.47M | 0.06% | −54,687−70.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 25,958 | $1.47M | 0.45% | +35+0.1% | Added |
| Atomi Financial Group, Inc. | 25,855 | $1.46M | 0.09% | −2,516−8.9% | Reduced |
| Balyasny Asset Management LLC | 25,796 | $1.46M | 0.00% | −4,761,817−99.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 25,696 | $1.45M | 0.59% | +4,295+20.1% | Added |
| Fiduciary Group LLC | 25,690 | $1.45M | 0.15% | −834−3.1% | Reduced |
| Holderness Investments Co | 25,512 | $1.44M | 0.31% | −30.0% | Reduced |
| Islay Capital Management, LLC | 25,435 | $1.44M | 0.96% | 00.0% | Unchanged |
| RFG Advisory, LLC | 25,386 | $1.43M | 0.04% | +154+0.6% | Added |
| One Wealth Advisors, LLC | 25,213 | $1.42M | 0.22% | +329+1.3% | Added |
| National Philanthropic Trust | 25,081 | $1.42M | 0.03% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 25,056 | $1.42M | 0.34% | −2,933−10.5% | Reduced |
| London Co of Virginia | 24,901 | $1.41M | 0.01% | +50.0% | Added |
| Private Trust Co NA | 24,895 | $1.41M | 0.14% | −473−1.9% | Reduced |
| Fisher Asset Management, LLC | 24,833 | $1.40M | 0.00% | +3,016+13.8% | Added |
| Fort Sheridan Advisors LLC | 24,755 | $1.40M | 0.21% | −825−3.2% | Reduced |
| Howard Capital Management Inc. | 24,731 | $1.40M | 0.02% | +24,731 | New |
| Synergy Financial Management, LLC | 24,716 | $1.40M | 0.21% | +24,716 | New |
| Citizens National Bank Trust Department | 24,627 | $1.39M | 0.29% | −2,200−8.2% | Reduced |
| Massmutual Trust Co FSB | 24,588 | $1.39M | 0.04% | −776−3.1% | Reduced |
| Cadinha & Co LLC | 24,572 | $1.39M | 0.24% | 00.0% | Unchanged |
| Aspiriant, LLC | 24,430 | $1.38M | 0.05% | +977+4.2% | Added |
| NBC Securities, Inc. | 24,405 | $1.38M | 0.12% | +390+1.6% | Added |
| Laurel Wealth Advisors LLC | 24,380 | $1.38M | 0.22% | +520+2.2% | Added |
| Diversified Trust Co | 24,335 | $1.37M | 0.03% | +2,294+10.4% | Added |
| Lake Street Advisors Group, LLC | 24,279 | $1.37M | 0.06% | −888−3.5% | Reduced |
| Davidson Trust Co | 24,259 | $1.37M | 0.70% | +6,326+35.3% | Added |
| First Horizon Advisors, Inc. | 24,210 | $1.37M | 0.04% | −191−0.8% | Reduced |
| Drive Wealth Management, LLC | 24,149 | $1.36M | 0.36% | +1,381+6.1% | Added |
| Insight Advisors, LLC | 24,014 | $1.36M | 0.24% | −18−0.1% | Reduced |
| Teza Capital Management LLC | 23,980 | $1.35M | 0.15% | −147,498−86.0% | Reduced |
| Tealwood Asset Management Inc | 23,964 | $1.35M | 0.59% | +23,964 | New |
| Sunbelt Securities, Inc. | 23,830 | $1.35M | 0.13% | +1,027+4.5% | Added |
| Beese Fulmer Investment Management, Inc. | 23,824 | $1.35M | 0.12% | −1,061−4.3% | Reduced |
| E Fund Management Co., Ltd. | 23,820 | $1.35M | 0.07% | +1,873+8.5% | Added |
| Trust Co of Toledo NA | 23,793 | $1.34M | 0.18% | −211−0.9% | Reduced |
| Neville Rodie & Shaw Inc | 23,604 | $1.33M | 0.10% | −1,949−7.6% | Reduced |
| Schechter Investment Advisors, LLC | 23,425 | $1.32M | 0.10% | −2,728−10.4% | Reduced |
| Silvercrest Asset Management Group LLC | 23,213 | $1.31M | 0.01% | −5,881−20.2% | Reduced |
| Great Valley Advisor Group, Inc. | 23,205 | $1.31M | 0.03% | +487+2.1% | Added |
| Soltis Investment Advisors LLC | 22,984 | $1.30M | 0.13% | −1,305−5.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 22,869 | $1.29M | 0.02% | +140+0.6% | Added |
| Buffington Mohr McNeal | 22,802 | $1.29M | 0.21% | +19+0.1% | Added |
| Summit Financial, LLC | 22,754 | $1.29M | 0.05% | −100.0% | Reduced |
| Washington Trust Co | 22,750 | $1.29M | 0.05% | −39−0.2% | Reduced |
| Rossmore Private Capital | 22,624 | $1.28M | 0.16% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 22,487 | $1.27M | 0.26% | −1,978−8.1% | Reduced |
| One Capital Management, LLC | 22,476 | $1.27M | 0.04% | +2,615+13.2% | Added |
| Jefferies Financial Group Inc. | 22,383 | $1.26M | 0.02% | −34,375−60.6% | Reduced |
| IHT Wealth Management, LLC | 22,483 | $1.26M | 0.04% | +3,155+16.3% | Added |
| Burke & Herbert Bank & Trust Co | 22,361 | $1.26M | 0.29% | −404−1.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 22,357 | $1.26M | 0.10% | +99+0.4% | Added |
| Fulton Bank, N.A. | 22,349 | $1.26M | 0.05% | −1,275−5.4% | Reduced |
| Unique Wealth Strategies, LLC | 22,343 | $1.26M | 0.54% | +631+2.9% | Added |
| TRUE Private Wealth Advisors | 22,248 | $1.26M | 0.15% | −1,737−7.2% | Reduced |
| Martin & Co Inc | 22,240 | $1.26M | 0.30% | −29−0.1% | Reduced |
| Skopos Labs, Inc. | 22,218 | $1.26M | 0.41% | +1,776+8.7% | Added |
| Western Wealth Management, LLC | 22,216 | $1.25M | 0.07% | +9,867+79.9% | Added |
| Louisbourg Investments Inc. | 29,244 | $1.25M | 0.32% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 22,150 | $1.25M | 0.98% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 22,136 | $1.25M | 0.58% | +2,850+14.8% | Added |
| Mutual Advisors, LLC | 18,981 | $1.24M | 0.04% | −1,323−6.5% | Reduced |
| Accredited Investors Inc. | 21,942 | $1.24M | 0.07% | −4,538−17.1% | Reduced |
| Northern Oak Wealth Management Inc | 21,910 | $1.24M | 0.14% | +2,644+13.7% | Added |
| Foresight Global Investors, Inc. | 21,820 | $1.23M | 0.67% | 00.0% | Unchanged |
| Pflug Koory, LLC | 21,761 | $1.23M | 0.60% | +21,761 | New |
| Essex Financial Services, Inc. | 18,935 | $1.23M | 0.09% | −4,725−20.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 21,730 | $1.23M | 0.03% | +14,682+208.3% | Added |
| Sendero Wealth Management, LLC | 21,685 | $1.22M | 0.19% | +866+4.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 21,681 | $1.22M | 0.11% | +1,202+5.9% | Added |
| Country Club Bank | 21,848 | $1.22M | 0.08% | −10,164−31.8% | Reduced |
| Cito Capital Group, LLC | 21,503 | $1.22M | 0.45% | +2,000+10.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,505 | $1.21M | 0.03% | +1,975+10.1% | Added |
| Foundations Investment Advisors, LLC | 21,483 | $1.21M | 0.03% | +1,179+5.8% | Added |
| Jump Financial, LLC | 21,439 | $1.21M | 0.02% | −32,676−60.4% | Reduced |
| Welch Group, LLC | 21,360 | $1.21M | 0.05% | +194+0.9% | Added |
| Leavell Investment Management, Inc. | 21,342 | $1.21M | 0.06% | +281+1.3% | Added |
| RIA Advisory Group LLC | 21,260 | $1.20M | 0.42% | +21,260 | New |
| Csenge Advisory Group | 19,633 | $1.20M | 0.06% | +53+0.3% | Added |
| Miracle Mile Advisors, LLC | 21,185 | $1.20M | 0.03% | +824+4.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 21,109 | $1.19M | 0.15% | +40.0% | Added |
| Wealthspire Advisors, LLC | 21,104 | $1.19M | 0.01% | −578−2.7% | Reduced |
| Citadel Investment Advisory, Inc. | 21,091 | $1.19M | 0.63% | −300−1.4% | Reduced |
| Lindbrook Capital, LLC | 21,019 | $1.19M | 0.11% | +345+1.7% | Added |