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 |
|---|---|---|---|---|---|
| Strategic Investment Advisors | 13,831 | $781.3K | 0.09% | −448−3.1% | Reduced |
| Cladis Investment Advisory, LLC | 13,824 | $780.9K | 0.54% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 13,807 | $780.0K | 0.39% | +13,807 | New |
| Patton Albertson Miller Group, LLC | 13,793 | $779.2K | 0.11% | −65−0.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 13,770 | $777.9K | 0.04% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 13,738 | $776.0K | 0.10% | −723−5.0% | Reduced |
| Park National Corp | 13,727 | $775.4K | 0.03% | −55−0.4% | Reduced |
| Carson Advisory Inc. | 13,719 | $775.0K | 0.49% | −58−0.4% | Reduced |
| Shakespeare Wealth Management, Inc. | 13,709 | $774.4K | 0.20% | −14−0.1% | Reduced |
| Vertex Planning Partners, LLC | 13,693 | $773.5K | 0.18% | −21−0.2% | Reduced |
| Prelude Capital Management, LLC | 13,674 | $772.4K | 0.06% | +8,751+177.8% | Added |
| Plancorp, LLC | 13,625 | $769.7K | 0.03% | +111+0.8% | Added |
| Cyndeo Wealth Partners, LLC | 13,625 | $769.7K | 0.05% | −630−4.4% | Reduced |
| Neumann Capital Management, LLC | 13,622 | $769.5K | 0.26% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 13,590 | $767.7K | 0.05% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 13,548 | $765.3K | 0.07% | +19+0.1% | Added |
| Boston Trust Walden Corp | 13,515 | $763.5K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13,481 | $761.5K | 0.25% | +31+0.2% | Added |
| Investors Research Corp | 13,461 | $760.4K | 0.17% | +160+1.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $759.0K | 0.03% | −4,789−26.3% | Reduced |
| Richwood Investment Advisors, LLC | 13,417 | $757.9K | 0.63% | −150−1.1% | Reduced |
| Cullen Investment Group, Ltd. | 13,316 | $752.2K | 0.11% | −63−0.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,317 | $752.0K | 0.01% | 00.0% | Unchanged |
| Wright Investors Service Inc | 13,306 | $751.7K | 0.20% | −12,421−48.3% | Reduced |
| 1st Source Bank | 13,230 | $747.4K | 0.04% | −3,112−19.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 13,230 | $747.4K | 0.15% | −1,457−9.9% | Reduced |
| DF Dent & Co Inc | 13,228 | $747.3K | 0.01% | +13,228 | New |
| Weatherly Asset Management L. P. | 13,170 | $744.0K | 0.07% | 00.0% | Unchanged |
| Tobam | 13,086 | $739.0K | 0.13% | +1,584+13.8% | Added |
| Bragg Financial Advisors, Inc | 13,039 | $736.6K | 0.03% | −295−2.2% | Reduced |
| CenterBook Partners LP | 13,039 | $736.6K | 0.05% | +13,039 | New |
| Ironwood Investment Counsel, LLC | 13,027 | $735.9K | 0.12% | −5,616−30.1% | Reduced |
| BKD Wealth Advisors, LLC | 12,998 | $734.2K | 0.02% | −510−3.8% | Reduced |
| IVC Wealth Advisors LLC | 12,921 | $729.9K | 0.40% | −2,218−14.7% | Reduced |
| Liberty Wealth Management LLC | 12,898 | $729.0K | 0.12% | +748+6.2% | Added |
| Wilson & Boucher Capital Management, LLC | 12,895 | $728.4K | 0.50% | −77−0.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 12,893 | $728.3K | 0.66% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 12,860 | $726.5K | 0.05% | −1,807−12.3% | Reduced |
| Heritage Family Offices, LLP | 12,857 | $726.3K | 0.37% | +24+0.2% | Added |
| 9258 Wealth Management, LLC | 12,842 | $725.4K | 0.11% | +50.0% | Added |
| Bridgefront Capital, LLC | 12,841 | $725.4K | 0.28% | +12,841 | New |
| Ingalls & Snyder LLC | 12,830 | $725.0K | 0.03% | 00.0% | Unchanged |
| Family Legacy, Inc. | 12,800 | $723.1K | 0.24% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 12,796 | $722.8K | 0.35% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 12,773 | $721.5K | 0.02% | −1,883−12.8% | Reduced |
| Chilton Capital Management LLC | 12,744 | $719.9K | 0.03% | +446+3.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 12,720 | $718.6K | 0.44% | +1,190+10.3% | Added |
| Empirical Asset Management, LLC | 19,002 | $717.9K | 0.26% | +242+1.3% | Added |
| Legacy Financial Advisors, Inc. | 12,702 | $717.5K | 0.12% | −2,525−16.6% | Reduced |
| North Star Asset Management Inc | 12,658 | $715.0K | 0.03% | −17−0.1% | Reduced |
| Alps Advisors Inc | 12,580 | $710.6K | 0.00% | −4,200−25.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 12,580 | $710.6K | 0.14% | +117+0.9% | Added |
| Fiduciary Financial Group, LLC | 12,390 | $710.0K | 0.16% | −169−1.3% | Reduced |
| Quent Capital, LLC | 12,561 | $709.0K | 0.07% | +1,235+10.9% | Added |
| China Universal Asset Management Co., Ltd. | 12,528 | $707.7K | 0.08% | +7,044+128.4% | Added |
| Operose Advisors LLC | 12,527 | $707.6K | 0.23% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12,493 | $705.7K | 0.07% | 00.0% | Unchanged |
| Private Management Group Inc | 12,468 | $704.3K | 0.02% | +10+0.1% | Added |
| MEMBERS Trust Co | 12,432 | $702.3K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 12,374 | $699.0K | 0.32% | −240−1.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 12,418 | $697.0K | 0.01% | −5,581−31.0% | Reduced |
| Pointe Capital Management LLC | 12,296 | $694.6K | 0.41% | −1,600−11.5% | Reduced |
| Edge Capital Group, LLC | 12,292 | $694.4K | 0.03% | −559−4.3% | Reduced |
| Chicago Trust Co NA | 12,265 | $692.8K | 0.12% | −539−4.2% | Reduced |
| Element Wealth, LLC | 12,242 | $691.6K | 0.37% | −186−1.5% | Reduced |
| Strategy Asset Managers LLC | 12,231 | $690.9K | 0.13% | +12,231 | New |
| Stock Yards Bank & Trust Co | 12,161 | $687.0K | 0.02% | −2,526−17.2% | Reduced |
| ASB Consultores, LLC | 12,018 | $678.9K | 0.27% | −363−2.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,017 | $678.8K | 0.06% | −679−5.3% | Reduced |
| Tyche Wealth Partners LLC | 12,011 | $678.5K | 0.15% | −636−5.0% | Reduced |
| Farmers Trust Co | 11,963 | $675.8K | 0.13% | +300+2.6% | Added |
| Childress Capital Advisors, LLC | 11,860 | $670.0K | 0.18% | +100+0.9% | Added |
| Quotient Wealth Partners, LLC | 11,854 | $669.6K | 0.02% | −1,245−9.5% | Reduced |
| Wealthcare Advisory Partners LLC | 11,848 | $669.3K | 0.02% | −1,044−8.1% | Reduced |
| Spears Abacus Advisors LLC | 11,800 | $666.6K | 0.01% | −2,080−15.0% | Reduced |
| Good Life Advisors, LLC | 11,797 | $666.3K | 0.04% | +637+5.7% | Added |
| Parkside Financial Bank & Trust | 11,786 | $665.8K | 0.09% | −78−0.7% | Reduced |
| Keudell/Morrison Wealth Management | 11,711 | $661.6K | 0.18% | −109−0.9% | Reduced |
| NFP Retirement, Inc. | 11,699 | $660.9K | 0.05% | −3,300−22.0% | Reduced |
| Sepio Capital, LP | 11,685 | $660.1K | 0.05% | −540−4.4% | Reduced |
| Simon Quick Advisors, LLC | 11,627 | $656.8K | 0.04% | +1,693+17.0% | Added |
| Correct Capital Wealth Management | 11,617 | $656.2K | 0.15% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 11,581 | $654.3K | 0.06% | +2,217+23.7% | Added |
| AIMZ Investment Advisors, LLC | 11,555 | $652.7K | 0.22% | +320+2.8% | Added |
| IPG Investment Advisors LLC | 11,534 | $651.6K | 0.14% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 11,465 | $647.7K | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 11,463 | $647.5K | 0.09% | −75−0.7% | Reduced |
| Core Alternative Capital | 11,401 | $644.0K | 0.12% | 00.0% | Unchanged |
| Proequities, Inc. | 11,400 | $644.0K | 0.04% | −801−6.6% | Reduced |
| Platform Technology Partners | 11,397 | $643.8K | 0.20% | +20.0% | Added |
| HCR Wealth Advisors | 11,396 | $643.8K | 0.08% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 11,389 | $643.4K | 0.01% | −184−1.6% | Reduced |
| River Wealth Advisors LLC | 11,366 | $642.1K | 0.09% | +164+1.5% | Added |
| Tarbox Family Office, Inc. | 11,357 | $641.6K | 0.11% | −34−0.3% | Reduced |
| Intrua Financial, LLC | 11,344 | $640.8K | 0.10% | −5,651−33.3% | Reduced |
| Flagstone Financial Management | 11,336 | $640.3K | 0.21% | −73−0.6% | Reduced |
| Van Cleef Asset Management,Inc | 11,314 | $639.1K | 0.07% | +10.0% | Added |
| Cumberland Advisors Inc | 11,300 | $638.3K | 0.25% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 11,278 | $637.1K | 0.03% | +11,278 | New |
| JFS Wealth Advisors, LLC | 11,256 | $635.8K | 0.04% | −3,306−22.7% | Reduced |