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 |
|---|---|---|---|---|---|
| Harmony Asset Management LLC | 11,247 | $635.3K | 0.23% | +11,247 | New |
| RB Capital Management, LLC | 11,239 | $634.9K | 0.15% | +1,516+15.6% | Added |
| Westpac Banking Corp | 11,235 | $634.7K | 0.04% | +11,235 | New |
| West Branch Capital LLC | 11,208 | $633.1K | 0.22% | +868+8.4% | Added |
| Wealth Alliance | 11,201 | $632.7K | 0.08% | −1,827−14.0% | Reduced |
| Humankind Investments LLC | 11,195 | $632.4K | 0.23% | +1,628+17.0% | Added |
| Alliance Wealth Advisors, LLC | 11,181 | $631.6K | 0.17% | −243−2.1% | Reduced |
| Cromwell Holdings LLC | 11,171 | $631.0K | 0.41% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 11,150 | $629.9K | 0.12% | −774−6.5% | Reduced |
| Trust Co of Vermont | 11,079 | $625.9K | 0.03% | −1,603−12.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,066 | $625.1K | 0.17% | −10,652−49.0% | Reduced |
| Providence Capital Advisors, LLC | 11,038 | $623.6K | 0.12% | +99+0.9% | Added |
| Kovack Advisors, Inc. | 10,975 | $620.0K | 0.07% | +231+2.2% | Added |
| Radnor Capital Management, LLC | 10,961 | $619.0K | 0.09% | +10,961 | New |
| Sabal Trust CO | 10,912 | $616.4K | 0.03% | +10,912 | New |
| Abel Hall, LLC | 10,908 | $616.2K | 0.40% | −76−0.7% | Reduced |
| Belpointe Asset Management LLC | 10,900 | $615.8K | 0.04% | +2,242+25.9% | Added |
| Leisure Capital Management | 10,836 | $612.1K | 0.26% | −43−0.4% | Reduced |
| Integrity Financial Corp | 10,831 | $611.8K | 0.36% | +3,333+44.5% | Added |
| SageView Advisory Group, LLC | 10,818 | $611.1K | 0.03% | −9,165−45.9% | Reduced |
| Tributary Capital Management, LLC | 10,800 | $610.1K | 0.05% | −500−4.4% | Reduced |
| Aviance Capital Partners, LLC | 10,716 | $605.3K | 0.08% | +66+0.6% | Added |
| Moss Adams Wealth Advisors LLC | 10,708 | $604.9K | 0.07% | +3,344+45.4% | Added |
| West Family Investments, Inc. | 10,658 | $602.1K | 0.20% | +1,163+12.2% | Added |
| Greenland Capital Management LP | 10,651 | $601.7K | 0.11% | −1,404−11.6% | Reduced |
| Carlson Capital Management | 10,646 | $601.4K | 0.03% | −750−6.6% | Reduced |
| Hikari Tsushin, Inc. | 10,631 | $600.5K | 0.04% | 00.0% | Unchanged |
| First Nebraska Trust Co | 10,615 | $599.6K | 0.06% | −446−4.0% | Reduced |
| Avantax Planning Partners, Inc. | 10,561 | $596.6K | 0.02% | −4,462−29.7% | Reduced |
| Private Portfolio Partners LLC | 10,558 | $596.4K | 0.11% | +10,558 | New |
| Coastal Bridge Advisors, LLC | 10,552 | $596.1K | 0.15% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 10,542 | $595.5K | 0.26% | −330−3.0% | Reduced |
| Raleigh Capital Management Inc. | 10,535 | $595.1K | 0.23% | +1,222+13.1% | Added |
| LMG Wealth Partners, LLC | 10,532 | $594.9K | 0.14% | +59+0.6% | Added |
| Woodmont Investment Counsel LLC | 10,505 | $593.4K | 0.04% | 00.0% | Unchanged |
| Montecito Bank & Trust | 10,505 | $593.4K | 0.10% | −200−1.9% | Reduced |
| Alliance Wealth Advisors, LLC | 10,505 | $593.4K | 0.34% | +210+2.0% | Added |
| Osborne Partners Capital Management, LLC | 10,501 | $593.2K | 0.03% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 10,487 | $592.4K | 0.12% | +10,487 | New |
| Deseret Mutual Benefit Administrators | 10,423 | $588.8K | 0.30% | −610−5.5% | Reduced |
| All Terrain Financial Advisors, LLC | 10,403 | $587.7K | 0.23% | −900−8.0% | Reduced |
| Zuckerman Investment Group, LLC | 10,383 | $586.5K | 0.06% | +415+4.2% | Added |
| Crawford Investment Counsel Inc | 10,290 | $581.3K | 0.01% | −241−2.3% | Reduced |
| Catalyst Financial Partners LLC | 10,281 | $580.8K | 0.11% | −425−4.0% | Reduced |
| Kathmere Capital Management, LLC | 10,267 | $580.0K | 0.05% | +1,759+20.7% | Added |
| Aigen Investment Management, LP | 10,264 | $579.8K | 0.11% | −20,347−66.5% | Reduced |
| Sheets Smith Wealth Management | 10,255 | $579.3K | 0.07% | −37−0.4% | Reduced |
| Compagnie Lombard Odier SCmA | 10,250 | $579.0K | 0.01% | −66,160−86.6% | Reduced |
| Stephenson National Bank & Trust | 10,248 | $578.9K | 0.18% | 00.0% | Unchanged |
| G&S Capital LLC | 10,236 | $578.3K | 0.24% | +14+0.1% | Added |
| Financial Engines Advisors L.L.C. | 10,202 | $576.3K | 0.00% | +439+4.5% | Added |
| GFG Capital, LLC | 20,282 | $573.0K | 0.23% | −485−2.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 10,117 | $571.5K | 0.14% | −547−5.1% | Reduced |
| Basepoint Wealth LLC | 10,114 | $571.4K | 0.42% | −127−1.2% | Reduced |
| Chiron Capital Management, LLC | 10,111 | $571.2K | 0.51% | −2,201−17.9% | Reduced |
| Tucker Asset Management LLC | 10,065 | $568.6K | 0.13% | +1,242+14.1% | Added |
| Jacobs & Co | 10,042 | $567.0K | 0.06% | −200−2.0% | Reduced |
| Bremer Bank National Association | 10,017 | $565.9K | 0.11% | −565−5.3% | Reduced |
| Circle Wealth Management, LLC | 9,953 | $562.3K | 0.01% | +16+0.2% | Added |
| PDS Planning, Inc | 9,943 | $561.7K | 0.05% | +556+5.9% | Added |
| Alta Advisers Ltd | 9,900 | $559.3K | 0.26% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 9,900 | $559.0K | 0.28% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9,888 | $558.6K | 0.06% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 9,886 | $558.4K | 0.19% | +168+1.7% | Added |
| Monument Capital Management | 9,884 | $558.3K | 0.15% | −18−0.2% | Reduced |
| Integral Investment Advisors, Inc. | 9,883 | $558.3K | 0.19% | 00.0% | Unchanged |
| Rockland Trust Co | 9,850 | $556.4K | 0.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 9,848 | $556.3K | 0.10% | +462+4.9% | Added |
| WealthShield Partners, LLC | 9,763 | $551.5K | 0.07% | +3,168+48.0% | Added |
| Athena Investment Management | 9,758 | $551.2K | 0.31% | 00.0% | Unchanged |
| Verum Partners LLC | 9,758 | $551.2K | 0.16% | +111+1.2% | Added |
| Iron Horse Wealth Management, LLC | 9,757 | $551.1K | 0.19% | +126+1.3% | Added |
| Global Trust Asset Management, LLC | 9,736 | $550.0K | 0.20% | −578−5.6% | Reduced |
| Change Path, LLC | 9,637 | $544.4K | 0.02% | +3,285+51.7% | Added |
| Old North State Trust, LLC | 9,614 | $543.0K | 0.44% | +1,680+21.2% | Added |
| Hartford Financial Management Inc. | 9,595 | $542.0K | 0.11% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 9,591 | $541.8K | 0.36% | 00.0% | Unchanged |
| Sandy Spring Bank | 9,570 | $540.6K | 0.02% | −542−5.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 9,544 | $540.0K | 0.05% | +2,940+44.5% | Added |
| Monarch Capital Management Inc | 9,555 | $539.8K | 0.15% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 9,545 | $539.2K | 0.08% | −401−4.0% | Reduced |
| Creekside Partners | 9,537 | $538.7K | 0.28% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 9,480 | $536.0K | 0.25% | 00.0% | Unchanged |
| Keystone Financial Group | 9,486 | $535.9K | 0.07% | −702−6.9% | Reduced |
| Sather Financial Group Inc | 9,451 | $533.9K | 0.03% | −5,000−34.6% | Reduced |
| West Bancorporation Inc | 9,450 | $533.8K | 0.36% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 9,435 | $533.0K | 0.01% | −799,545−98.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 9,420 | $532.1K | 0.13% | −584−5.8% | Reduced |
| Carrera Capital Advisors | 9,374 | $529.5K | 0.13% | +535+6.1% | Added |
| Royal Capital Wealth Management, LLC | 9,351 | $528.2K | 0.37% | −336−3.5% | Reduced |
| Linscomb & Williams, Inc. | 9,312 | $526.0K | 0.03% | −180−1.9% | Reduced |
| South State Corp. | 9,311 | $526.0K | 0.04% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 9,294 | $525.0K | 0.07% | +73+0.8% | Added |
| LRI Investments, LLC | 7,193 | $523.7K | 0.05% | −929−11.4% | Reduced |
| Regatta Capital Group, LLC | 9,239 | $521.9K | 0.10% | −111−1.2% | Reduced |
| Koshinski Asset Management, Inc. | 9,198 | $519.6K | 0.04% | +6+0.1% | Added |
| Perennial Investment Advisors, LLC | 9,192 | $519.3K | 0.07% | −178−1.9% | Reduced |
| Harbor Investment Advisory, LLC | 9,184 | $518.8K | 0.05% | −123−1.3% | Reduced |
| Sebold Capital Management, Inc. | 9,167 | $517.9K | 0.34% | −981−9.7% | Reduced |
| Bailard, Inc. | 9,142 | $516.4K | 0.01% | −22−0.2% | Reduced |