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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 17,353 | $980.3K | 0.04% | +1,325+8.3% | Added |
| Quilter Plc | 17,213 | $972.4K | 0.02% | −750−4.2% | Reduced |
| GM Advisory Group, Inc. | 17,129 | $967.6K | 0.06% | +272+1.6% | Added |
| Jarislowsky, Fraser Ltd | 17,049 | $963.1K | 0.01% | −700−3.9% | Reduced |
| Garrison Point Advisors, LLC | 17,026 | $961.8K | 0.60% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 16,965 | $958.4K | 0.13% | −263−1.5% | Reduced |
| Gladius Capital Management LP | 16,895 | $954.4K | 0.57% | +3,667+27.7% | Added |
| Capital Investment Advisory Services, LLC | 16,842 | $951.4K | 0.09% | −210−1.2% | Reduced |
| Boltwood Capital Management | 16,800 | $949.0K | 0.28% | +100+0.6% | Added |
| Mangrove Partners | 16,722 | $944.6K | 0.09% | +16,722 | New |
| StoneX Group Inc. | 16,704 | $943.6K | 0.07% | −264−1.6% | Reduced |
| Knuff & Co LLC | 16,692 | $942.9K | 0.29% | 00.0% | Unchanged |
| Spire Wealth Management | 16,677 | $942.1K | 0.03% | −214−1.3% | Reduced |
| Everhart Financial Group, Inc. | 16,667 | $941.5K | 0.21% | +1,392+9.1% | Added |
| Salem Investment Counselors Inc | 16,638 | $939.9K | 0.03% | −571−3.3% | Reduced |
| LMCG Investments, LLC | 16,621 | $938.9K | 0.06% | −34−0.2% | Reduced |
| Aviso Wealth Management | 16,595 | $937.5K | 0.51% | +5,368+47.8% | Added |
| Vivid Wealth Management, LLC | 16,587 | $937.0K | 0.49% | +48+0.3% | Added |
| First City Capital Management, Inc. | 16,584 | $936.8K | 0.48% | −6,757−28.9% | Reduced |
| Lipe & Dalton | 16,468 | $930.0K | 0.47% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 16,431 | $928.2K | 0.92% | +16,431 | New |
| Marcum Wealth, LLC | 16,410 | $927.0K | 0.09% | −314−1.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,392 | $926.0K | 0.02% | +566+3.6% | Added |
| Graypoint LLC | 16,338 | $922.9K | 0.06% | +75+0.5% | Added |
| Palisade Asset Management, LLC | 16,313 | $921.5K | 0.09% | −500−3.0% | Reduced |
| Heartland Bank & Trust Co | 16,207 | $915.5K | 0.49% | −196−1.2% | Reduced |
| Lodestar Private Asset Management LLC | 16,182 | $914.1K | 0.12% | −721−4.3% | Reduced |
| Sage Mountain Advisors LLC | 16,168 | $913.3K | 0.08% | +331+2.1% | Added |
| Intrinsic Value Partners, LLC | 16,110 | $910.1K | 0.91% | −663−4.0% | Reduced |
| Claro Advisors LLC | 16,109 | $910.0K | 0.12% | +2,173+15.6% | Added |
| Financial Partners Group, LLC | 16,011 | $904.5K | 0.34% | +1,502+10.4% | Added |
| Sterling Investment Management, Inc. | 16,007 | $904.2K | 0.69% | −1,124−6.6% | Reduced |
| Lafayette Investments, Inc. | 15,995 | $903.6K | 0.19% | 00.0% | Unchanged |
| Thomasville National Bank | 15,973 | $902.3K | 0.07% | −7,020−30.5% | Reduced |
| Brookstone Capital Management | 15,950 | $901.0K | 0.01% | −112−0.7% | Reduced |
| Anchor Investment Management, LLC | 15,903 | $898.3K | 0.08% | +836+5.5% | Added |
| Cypress Wealth Services, LLC | 15,815 | $893.4K | 0.18% | +13+0.1% | Added |
| Sittner & Nelson, LLC | 15,787 | $891.8K | 0.40% | −1,000−6.0% | Reduced |
| Studio Investment Management LLC | 15,745 | $889.4K | 0.19% | −915−5.5% | Reduced |
| Washington Trust Bank | 15,737 | $889.0K | 0.09% | +130+0.8% | Added |
| Cornerstone Wealth Management, LLC | 15,732 | $888.7K | 0.06% | −768−4.7% | Reduced |
| Lantz Financial LLC | 15,732 | $888.7K | 0.24% | +90+0.6% | Added |
| Telos Capital Management, Inc. | 15,726 | $888.4K | 0.09% | −3,440−17.9% | Reduced |
| Principle Wealth Partners LLC | 15,680 | $885.8K | 0.06% | 00.0% | Unchanged |
| Zacks Investment Management | 15,631 | $883.0K | 0.01% | +197+1.3% | Added |
| Tranquilli Financial Advisor LLC | 15,630 | $882.9K | 0.55% | +268+1.7% | Added |
| Concentric Capital Strategies, LP | 15,529 | $877.2K | 0.06% | +6,622+74.3% | Added |
| Cary Street Partner Investment Advisory LLC | 15,497 | $875.4K | 0.03% | −1,591−9.3% | Reduced |
| Eclectic Associates Inc | 15,452 | $872.9K | 0.34% | +178+1.2% | Added |
| Gilbert & Cook, Inc. | 15,364 | $867.9K | 0.12% | +27+0.2% | Added |
| Net Worth Advisory Group | 15,316 | $865.2K | 0.26% | +15,316 | New |
| Boit C F David | 15,519 | $858.2K | 0.43% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 15,191 | $858.1K | 0.71% | −437−2.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,154 | $856.0K | 0.12% | −1,113−6.8% | Reduced |
| Mainstay Capital Management LLC | 15,152 | $855.9K | 0.14% | −849−5.3% | Reduced |
| Hutner Capital Management Inc | 15,116 | $853.9K | 0.43% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 15,100 | $853.0K | 0.54% | −200−1.3% | Reduced |
| ISAM Funds (UK) Ltd | 15,070 | $851.3K | 0.48% | −18,312−54.9% | Reduced |
| Pacific Center for Financial Services | 15,054 | $850.4K | 0.22% | −47−0.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 15,043 | $849.8K | 0.44% | +25+0.2% | Added |
| Eos Management, L.P. | 15,000 | $847.4K | 0.30% | −5,000−25.0% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $847.4K | 0.43% | 00.0% | Unchanged |
| WP Advisors, LLC | 14,961 | $845.1K | 0.31% | −3,341−18.3% | Reduced |
| Papp L Roy & Associates | 14,918 | $842.7K | 0.10% | −4,921−24.8% | Reduced |
| Argent Financial Group, Inc. | 14,893 | $841.3K | 0.10% | +14,893 | New |
| MTM Investment Management, LLC | 14,766 | $841.1K | 0.33% | −52−0.4% | Reduced |
| Angeles Wealth Management, LLC | 14,865 | $839.7K | 0.07% | −144−1.0% | Reduced |
| North Star Investment Management Corp. | 14,850 | $838.9K | 0.06% | −100−0.7% | Reduced |
| Eisler Capital (US) LLC | 14,818 | $837.1K | 0.15% | −2,435−14.1% | Reduced |
| CBOE Vest Financial, LLC | 14,793 | $835.7K | 0.02% | +9,816+197.2% | Added |
| C2C Wealth Management, LLC | 12,861 | $834.9K | 0.78% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 14,768 | $834.0K | 0.33% | +14,768 | New |
| Lebenthal Global Advisors, LLC | 14,676 | $829.0K | 0.17% | +228+1.6% | Added |
| Knollwood Investment Advisory, LLC | 14,587 | $824.0K | 0.09% | 00.0% | Unchanged |
| Hilltop National Bank | 14,564 | $822.7K | 0.25% | 00.0% | Unchanged |
| DRW Securities, LLC | 14,551 | $821.6K | 0.05% | −58,324−80.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,514 | $819.9K | 0.12% | −262−1.8% | Reduced |
| Hills Bank & Trust Co | 14,418 | $814.5K | 0.06% | +553+4.0% | Added |
| Northwest Wealth Management, LLC | 14,415 | $814.3K | 0.19% | −156−1.1% | Reduced |
| LifeSteps Financial, Inc. | 14,410 | $814.0K | 0.64% | +50.0% | Added |
| Kanawha Capital Management LLC | 14,349 | $810.6K | 0.06% | −4,597−24.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 14,330 | $809.5K | 0.03% | +807+6.0% | Added |
| Prio Wealth Limited Partnership | 14,299 | $807.8K | 0.02% | −10−0.1% | Reduced |
| Gradient Investments LLC | 14,255 | $805.2K | 0.02% | −369−2.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,235 | $804.1K | 0.47% | +135+1.0% | Added |
| Pacific Global Investment Management CO | 14,233 | $804.0K | 0.15% | +93+0.7% | Added |
| Cohen Capital Management, Inc. | 14,156 | $799.7K | 0.13% | +3,210+29.3% | Added |
| First National Bank Sioux Falls | 14,137 | $798.6K | 0.36% | −170−1.2% | Reduced |
| Nicolet Bankshares Inc | 14,128 | $798.1K | 0.19% | −1,833−11.5% | Reduced |
| First PREMIER Bank | 14,115 | $797.0K | 0.20% | −208−1.5% | Reduced |
| Legacy Financial Group LLC | 14,088 | $795.9K | 0.15% | −338−2.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 14,023 | $792.2K | 0.21% | +117+0.8% | Added |
| Fragasso Group Inc. | 14,008 | $791.3K | 0.06% | −2,439−14.8% | Reduced |
| Avion Wealth | 14,018 | $791.0K | 0.21% | −20.0% | Reduced |
| Waldron Private Wealth LLC | 13,994 | $790.5K | 0.03% | −234−1.6% | Reduced |
| AMG National Trust Bank | 13,989 | $790.2K | 0.02% | −2,384−14.6% | Reduced |
| Eastern Bank | 13,989 | $790.2K | 0.01% | +13,989 | New |
| Legacy Advisors, LLC | 13,987 | $790.1K | 0.09% | +1,728+14.1% | Added |
| Wealthspan Partners, LLC | 13,971 | $789.2K | 0.39% | −384−2.7% | Reduced |
| Fox Run Management, L.L.C. | 13,960 | $788.6K | 0.18% | +13,960 | New |