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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | 20,984 | $1.19M | 0.11% | +3,465+19.8% | Added |
| Semanteon Capital Management, LP | 20,929 | $1.18M | 0.81% | +20,929 | New |
| Castle Rock Wealth Management, LLC | 20,626 | $1.18M | 0.28% | +1,273+6.6% | Added |
| First Financial Bank - Trust Division | 20,859 | $1.18M | 0.11% | −3,054−12.8% | Reduced |
| EverSource Wealth Advisors, LLC | 20,717 | $1.17M | 0.07% | −481−2.3% | Reduced |
| Main Street Research LLC | 20,713 | $1.17M | 0.07% | −7,844−27.5% | Reduced |
| Lazari Capital Management, Inc. | 20,703 | $1.17M | 0.50% | −256−1.2% | Reduced |
| Cetera Trust Company, N.A | 20,648 | $1.17M | 0.71% | −900−4.2% | Reduced |
| Prudent Man Advisors, LLC | 20,536 | $1.16M | 0.39% | −437−2.1% | Reduced |
| Diametric Capital, LP | 20,490 | $1.16M | 0.57% | +20,490 | New |
| Pinnacle Bancorp, Inc. | 20,472 | $1.16M | 0.31% | −3,557−14.8% | Reduced |
| Kennedy Investment Group | 20,420 | $1.15M | 0.53% | −84−0.4% | Reduced |
| Courier Capital LLC | 20,389 | $1.15M | 0.08% | −97−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,361 | $1.15M | 0.10% | +848+4.3% | Added |
| RNC Capital Management LLC | 19,349 | $1.15M | 0.06% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 20,238 | $1.14M | 0.25% | +36+0.2% | Added |
| LS Investment Advisors, LLC | 20,213 | $1.14M | 0.17% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 20,173 | $1.14M | 0.06% | −718−3.4% | Reduced |
| Mather Group, LLC. | 20,134 | $1.14M | 0.01% | +1,391+7.4% | Added |
| Frank, Rimerman Advisors LLC | 20,083 | $1.13M | 0.08% | −601−2.9% | Reduced |
| OneAscent Financial Services LLC | 20,013 | $1.13M | 0.81% | +20,013 | New |
| Continuum Advisory, LLC | 15,527 | $1.13M | 0.14% | +424+2.8% | Added |
| Harbor Advisors LLC | 20,000 | $1.13M | 0.19% | 00.0% | Unchanged |
| Savoie Capital LLC | 20,000 | $1.13M | 0.14% | +20,000 | New |
| Carnegie Capital Asset Management, LLC | 19,951 | $1.13M | 0.03% | −1,148−5.4% | Reduced |
| HBK Sorce Advisory LLC | 19,924 | $1.13M | 0.03% | −982−4.7% | Reduced |
| JT Stratford LLC | 19,840 | $1.12M | 0.19% | −857−4.1% | Reduced |
| London & Capital Asset Management Ltd | 19,826 | $1.12M | 0.09% | +109+0.6% | Added |
| Arkadios Wealth Advisors | 19,801 | $1.12M | 0.06% | +3,228+19.5% | Added |
| Polianta Ltd | 19,800 | $1.12M | 0.52% | +19,800 | New |
| Excalibur Management Corp | 19,778 | $1.12M | 0.43% | −637−3.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 19,733 | $1.11M | 0.46% | −450−2.2% | Reduced |
| Equitable Trust Co | 19,682 | $1.11M | 0.07% | −353−1.8% | Reduced |
| Affinity Investment Advisors, LLC | 19,676 | $1.11M | 0.76% | −454−2.3% | Reduced |
| First Bank & Trust | 19,675 | $1.11M | 0.21% | −139−0.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 19,660 | $1.11M | 0.17% | −290−1.5% | Reduced |
| Investors Asset Management of Georgia Inc | 19,614 | $1.11M | 0.52% | +59+0.3% | Added |
| Dakota Wealth Management | 19,474 | $1.10M | 0.02% | −428−2.2% | Reduced |
| Capstone Investment Advisors, LLC | 19,390 | $1.10M | 0.02% | +8,924+85.3% | Added |
| DMG Group, LLC | 19,373 | $1.09M | 0.89% | −1,219−5.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,335 | $1.09M | 0.23% | −578−2.9% | Reduced |
| Keystone Financial Services | 19,326 | $1.09M | 0.42% | +1,360+7.6% | Added |
| American State Bank (Iowa) | 19,287 | $1.09M | 0.66% | −172−0.9% | Reduced |
| Chicago Capital, LLC | 19,247 | $1.09M | 0.03% | −722−3.6% | Reduced |
| First National Trust Co | 19,243 | $1.09M | 0.04% | −250−1.3% | Reduced |
| CX Institutional | 19,211 | $1.09M | 0.05% | −592−3.0% | Reduced |
| Royal Fund Management, LLC | 19,164 | $1.08M | 0.08% | +9,958+108.2% | Added |
| Clarius Group, LLC | 19,217 | $1.08M | 0.08% | −1,246−6.1% | Reduced |
| Financial Counselors Inc | 19,010 | $1.07M | 0.02% | +373+2.0% | Added |
| Wallace Advisory Group, LLC | 18,052 | $1.07M | 0.78% | −302−1.6% | Reduced |
| Ameritas Advisory Services, LLC | 18,967 | $1.07M | 0.05% | +3,327+21.3% | Added |
| Syon Capital LLC | 18,807 | $1.06M | 0.09% | −514−2.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,680 | $1.06M | 0.53% | +835+4.7% | Added |
| XML Financial, LLC | 18,674 | $1.05M | 0.10% | −1,600−7.9% | Reduced |
| Essex Savings Bank | 18,674 | $1.05M | 0.26% | −20−0.1% | Reduced |
| Sentry LLC | 18,630 | $1.05M | 0.20% | −60−0.3% | Reduced |
| AdvisorNet Financial, Inc | 18,539 | $1.05M | 0.08% | +184+1.0% | Added |
| Valtinson Bruner Financial Planning LLC | 18,539 | $1.05M | 0.36% | +7,451+67.2% | Added |
| Annandale Capital, LLC | 18,508 | $1.05M | 0.21% | −634−3.3% | Reduced |
| Independent Financial Group, LLC | 18,473 | $1.04M | 0.04% | −7,123−27.8% | Reduced |
| Sawyer & Company, Inc | 18,440 | $1.04M | 0.39% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 18,438 | $1.04M | 0.23% | +10.0% | Added |
| Hilltop Holdings Inc. | 18,376 | $1.04M | 0.07% | +5,788+46.0% | Added |
| Delap Wealth Advisory, LLC | 18,350 | $1.04M | 0.66% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 18,316 | $1.03M | 0.11% | −46−0.3% | Reduced |
| Providence Wealth Advisors, LLC | 15,954 | $1.03M | 0.76% | +475+3.1% | Added |
| Greatmark Investment Partners, Inc. | 18,273 | $1.03M | 0.14% | +800+4.6% | Added |
| Trinity Financial Advisors LLC | 24,317 | $1.03M | 0.46% | +257+1.1% | Added |
| Exencial Wealth Advisors, LLC | 18,262 | $1.03M | 0.04% | +481+2.7% | Added |
| Mountain Pacific Investment Advisers Inc | 18,132 | $1.02M | 0.07% | −1,531−7.8% | Reduced |
| Diligent Investors, LLC | 18,072 | $1.02M | 0.24% | +1,017+6.0% | Added |
| GeoWealth Management, LLC | 18,066 | $1.02M | 0.04% | −1,492−7.6% | Reduced |
| Busey Wealth Management | 18,045 | $1.02M | 0.03% | −382−2.1% | Reduced |
| Caldwell Trust Co | 18,023 | $1.02M | 0.11% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 18,014 | $1.02M | 0.01% | +167+0.9% | Added |
| Barbara Oil Co. | 18,000 | $1.02M | 0.42% | 00.0% | Unchanged |
| nVerses Capital, LLC | 18,000 | $1.02M | 0.47% | +5,700+46.3% | Added |
| Becker Capital Management Inc | 17,957 | $1.01M | 0.03% | +746+4.3% | Added |
| William B. Walkup & Associates, Inc. | 17,943 | $1.01M | 0.63% | −66−0.4% | Reduced |
| Ancora Advisors, LLC | 17,903 | $1.01M | 0.02% | +654+3.8% | Added |
| MV Capital Management, Inc. | 17,865 | $1.01M | 0.11% | +1,345+8.1% | Added |
| Adviser Investments LLC | 17,864 | $1.01M | 0.01% | −611−3.3% | Reduced |
| Smartleaf Asset Management LLC | 18,051 | $1.01M | 0.12% | +5,604+45.0% | Added |
| La Banque Postale Asset Management SA | 17,787 | $1.00M | 0.02% | −938−5.0% | Reduced |
| Mount Lucas Management LP | 17,782 | $1.00M | 0.34% | −26,489−59.8% | Reduced |
| Aaron Wealth Advisors | 17,766 | $1.00M | 0.12% | +3,466+24.2% | Added |
| Jacobi Capital Management LLC | 17,726 | $1.00M | 0.08% | +27+0.2% | Added |
| Wharton Business Group, LLC | 17,700 | $1.00M | 0.04% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,670 | $998.2K | 0.54% | −848−4.6% | Reduced |
| Pure Financial Advisors, Inc. | 17,635 | $996.2K | 0.02% | +815+4.8% | Added |
| Highland Capital Management, LLC | 17,594 | $993.9K | 0.06% | −119,430−87.2% | Reduced |
| Axiom Advisory, LLC | 17,536 | $991.8K | 0.01% | +274+1.6% | Added |
| Gibbs Wealth Management | 17,555 | $991.7K | 0.32% | +1,899+12.1% | Added |
| PFG Investments, LLC | 17,552 | $991.5K | 0.06% | +3,654+26.3% | Added |
| Hexagon Capital Partners LLC | 17,512 | $989.3K | 0.19% | +1,748+11.1% | Added |
| Campbell & CO Investment Adviser LLC | 17,496 | $988.3K | 0.07% | −66,076−79.1% | Reduced |
| Dark Forest Capital Management LP | 17,481 | $987.5K | 0.13% | +17,481 | New |
| Impact Partnership Wealth, LLC | 17,424 | $984.3K | 0.22% | +17,424 | New |
| BBR Partners, LLC | 17,405 | $983.2K | 0.07% | −381−2.1% | Reduced |
| Breakwater Capital Group | 17,404 | $983.2K | 0.20% | +410+2.4% | Added |