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 |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 9,140 | $516.3K | 0.12% | −28,022−75.4% | Reduced |
| Valley National Advisers Inc | 9,149 | $516.0K | 0.09% | −15,585−63.0% | Reduced |
| Appleton Partners Inc | 9,107 | $514.0K | 0.04% | −450−4.7% | Reduced |
| Berger Financial Group, Inc | 9,078 | $512.8K | 0.04% | +948+11.7% | Added |
| Ocean Capital Management, LLC | 9,075 | $512.6K | 0.12% | +9,075 | New |
| CTC Alternative Strategies, Ltd. | 9,065 | $512.1K | 0.64% | −19,282−68.0% | Reduced |
| Davis R M Inc | 9,051 | $511.3K | 0.01% | +336+3.9% | Added |
| Westover Capital Advisors, LLC | 9,047 | $511.1K | 0.10% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,037 | $510.5K | 0.32% | +200+2.3% | Added |
| WealthPlan Investment Management, LLC | 9,034 | $510.3K | 0.05% | +21+0.2% | Added |
| Triumph Capital Management | 9,023 | $509.7K | 0.18% | −6−0.1% | Reduced |
| Lauterbach Financial Advisors, LLC | 9,009 | $508.9K | 0.31% | +62+0.7% | Added |
| Prentice Wealth Management LLC | 9,004 | $508.6K | 0.15% | −422−4.5% | Reduced |
| Texas Capital Bancshares Inc | 8,959 | $506.1K | 0.20% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 8,952 | $505.7K | 0.19% | +10.0% | Added |
| Onefund, LLC | 8,948 | $505.5K | 0.51% | −472−5.0% | Reduced |
| Meridian Wealth Management, LLC | 8,929 | $504.4K | 0.02% | +8,929 | New |
| Fundamentun, LLC | 8,904 | $503.0K | 0.04% | −487−5.2% | Reduced |
| Canandaigua National Bank & Trust Co | 8,894 | $502.4K | 0.05% | −108−1.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 8,885 | $501.9K | 0.06% | −681−7.1% | Reduced |
| Northwest Bank & Trust Co | 8,844 | $499.6K | 0.38% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,817 | $498.1K | 0.15% | −159−1.8% | Reduced |
| San Luis Wealth Advisors LLC | 8,818 | $498.0K | 0.10% | −2,505−22.1% | Reduced |
| Pin Oak Investment Advisors Inc | 8,829 | $498.0K | 0.45% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 8,807 | $497.5K | 0.04% | +52+0.6% | Added |
| CIC Wealth, LLC | 8,806 | $497.4K | 0.13% | −329−3.6% | Reduced |
| Marietta Investment Partners LLC | 8,800 | $497.1K | 0.11% | 00.0% | Unchanged |
| Americana Partners, LLC | 8,790 | $496.6K | 0.03% | +503+6.1% | Added |
| KWB Wealth | 8,357 | $496.3K | 0.06% | +8,357 | New |
| Monticello Wealth Management, LLC | 8,782 | $496.1K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8,778 | $495.9K | 0.06% | −10−0.1% | Reduced |
| Tradewinds, LLC. | 8,774 | $495.6K | 0.15% | −303−3.3% | Reduced |
| Hudock, Inc. | 8,763 | $495.0K | 0.09% | +20.0% | Added |
| Advisors Management Group Inc | 8,753 | $494.0K | 0.12% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 8,714 | $492.0K | 0.07% | −487−5.3% | Reduced |
| Bray Capital Advisors | 8,708 | $491.9K | 0.12% | +6+0.1% | Added |
| Evermay Wealth Management LLC | 8,701 | $491.5K | 0.08% | 00.0% | Unchanged |
| Summa Corp. | 8,700 | $491.5K | 0.24% | 00.0% | Unchanged |
| Promethium Advisors,llc | 8,689 | $490.8K | 0.35% | +8,689 | New |
| Icon Wealth Advisors, LLC | 8,660 | $489.2K | 0.04% | −3,641−29.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 8,648 | $488.5K | 0.22% | −6,620−43.4% | Reduced |
| Morse Asset Management, Inc | 8,614 | $486.6K | 0.11% | +8,614 | New |
| SilverOak Wealth Management LLC | 8,594 | $485.5K | 0.11% | −307−3.4% | Reduced |
| Western Pacific Wealth Management, LP | 8,571 | $484.2K | 0.32% | +10.0% | Added |
| Fort Point Capital Partners LLC | 8,550 | $483.0K | 0.06% | +16+0.2% | Added |
| Eagle Global Advisors LLC | 8,513 | $480.9K | 0.02% | −180,342−95.5% | Reduced |
| Resonant Capital Advisors, LLC | 8,486 | $479.4K | 0.04% | +426+5.3% | Added |
| OneAscent Wealth Management LLC | 8,462 | $478.0K | 0.18% | +8,462 | New |
| Beta Wealth Group, Inc. | 8,422 | $475.7K | 0.21% | +306+3.8% | Added |
| Northeast Investment Management | 8,420 | $475.6K | 0.02% | −315−3.6% | Reduced |
| Concord Wealth Partners | 8,405 | $474.8K | 0.08% | +1,240+17.3% | Added |
| Intrust Bank NA | 8,397 | $474.4K | 0.05% | +189+2.3% | Added |
| Monetary Management Group Inc | 8,395 | $474.2K | 0.12% | +330+4.1% | Added |
| Howard Bailey Securities, LLC | 8,372 | $472.9K | 0.18% | +8,372 | New |
| Institute for Wealth Management, LLC. | 8,370 | $472.8K | 0.06% | −1,476−15.0% | Reduced |
| Integrated Investment Consultants, LLC | 8,345 | $471.4K | 0.10% | +8,345 | New |
| Wealth Architects, LLC | 8,341 | $471.2K | 0.05% | +88+1.1% | Added |
| Keel Point, LLC | 8,313 | $469.6K | 0.04% | −96−1.1% | Reduced |
| BancFirst Trust & Investment Management | 8,385 | $468.7K | 0.16% | +100+1.2% | Added |
| Sippican Capital Advisors | 8,293 | $468.5K | 0.33% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,290 | $468.3K | 0.22% | +8,290 | New |
| Tudor Financial Inc. | 8,280 | $467.7K | 0.29% | +8,280 | New |
| Aull & Monroe Investment Management Corp | 8,267 | $467.0K | 0.22% | −277−3.2% | Reduced |
| Front Street Capital Management, Inc. | 8,271 | $467.0K | 0.08% | −500−5.7% | Reduced |
| Private Capital Management LLC | 8,263 | $466.8K | 0.08% | +4,068+97.0% | Added |
| Fairview Capital Investment Management, LLC | 8,255 | $466.3K | 0.03% | 00.0% | Unchanged |
| AlTi Global, Inc. | 8,240 | $465.5K | 0.01% | −11,435−58.1% | Reduced |
| LVW Advisors, LLC | 8,231 | $465.0K | 0.06% | −418−4.8% | Reduced |
| Interchange Capital Partners, LLC | 8,215 | $464.3K | 0.17% | +265+3.3% | Added |
| Intelligence Driven Advisers, LLC | 8,179 | $462.0K | 0.07% | +794+10.8% | Added |
| Avidian Wealth Solutions, LLC | 8,160 | $461.0K | 0.02% | +720+9.7% | Added |
| Baldwin Brothers Inc | 8,142 | $459.9K | 0.03% | +1,616+24.8% | Added |
| Cutler Investment Counsel LLC | 8,136 | $459.6K | 0.06% | 00.0% | Unchanged |
| First National Bank | 8,116 | $458.5K | 0.32% | −390−4.6% | Reduced |
| Alera Investment Advisors, LLC | 8,095 | $457.3K | 0.05% | +1,155+16.6% | Added |
| Thompson Investment Management, Inc. | 8,048 | $454.7K | 0.06% | −1,594−16.5% | Reduced |
| Old West Investment Management, LLC | 8,037 | $454.0K | 0.18% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 8,000 | $451.9K | 0.09% | +8,000 | New |
| UMA Financial Services, Inc. | 7,162 | $451.4K | 0.08% | +30.0% | Added |
| Sivia Capital Partners, LLC | 7,977 | $450.6K | 0.27% | +30.0% | Added |
| Everpar Advisors LLC | 7,937 | $448.4K | 0.23% | −207−2.5% | Reduced |
| Field & Main Bank | 7,882 | $445.2K | 0.16% | −128−1.6% | Reduced |
| Valmark Advisers, Inc. | 7,869 | $444.5K | 0.01% | −695−8.1% | Reduced |
| STAR Financial Bank | 7,839 | $442.8K | 0.30% | 00.0% | Unchanged |
| MQS Management LLC | 7,836 | $442.7K | 0.25% | −2,154−21.6% | Reduced |
| Bedel Financial Consulting, Inc. | 7,827 | $442.2K | 0.06% | −2,030−20.6% | Reduced |
| Doliver Advisors, LP | 7,825 | $442.0K | 0.12% | +55+0.7% | Added |
| Bridgewealth Advisory Group, LLC | 7,816 | $441.5K | 0.16% | +2,422+44.9% | Added |
| Weil Company, Inc. | 7,809 | $441.1K | 0.14% | 00.0% | Unchanged |
| Sky Investment Group LLC | 7,790 | $440.1K | 0.08% | +5+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 7,789 | $440.0K | 0.04% | +700+9.9% | Added |
| Encompass More Asset Management | 7,707 | $435.4K | 0.17% | +1,771+29.8% | Added |
| Ghe, LLC | 2,518 | $435.0K | 0.16% | −5,185−67.3% | Reduced |
| Mosaic Financial Group, LLC | 7,703 | $435.0K | 0.31% | +42+0.5% | Added |
| SNS Financial Group, LLC | 7,695 | $434.7K | 0.04% | −567−6.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,691 | $434.5K | 0.14% | +52+0.7% | Added |
| AlphaCore Capital LLC | 7,677 | $433.7K | 0.10% | −76−1.0% | Reduced |
| Nilsine Partners, LLC | 7,673 | $433.4K | 0.06% | −437−5.4% | Reduced |
| HHM Wealth Advisors, LLC | 7,648 | $432.0K | 0.06% | +2,244+41.5% | Added |
| Van Strum & Towne Inc. | 7,639 | $431.5K | 0.15% | 00.0% | Unchanged |