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 |
|---|---|---|---|---|---|
| Canopy Partners, LLC | 6,507 | $367.6K | 0.16% | −185−2.8% | Reduced |
| ERTS Wealth Advisors, LLC | 6,504 | $367.4K | 0.07% | −156−2.3% | Reduced |
| Ayrshire Capital Management LLC | 6,500 | $367.2K | 0.17% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 5,663 | $367.0K | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 6,521 | $367.0K | 0.03% | −12,177−65.1% | Reduced |
| Diversified, LLC | 6,474 | $365.7K | 0.04% | −304−4.5% | Reduced |
| Diversified Enterprises, LLC | 6,474 | $365.7K | 0.04% | +6,474 | New |
| Sweet Financial Partners, LLC | 6,461 | $365.0K | 0.08% | +9+0.1% | Added |
| Traphagen Investment Advisors LLC | 6,442 | $363.9K | 0.04% | +5+0.1% | Added |
| Patrick M Sweeney & Associates, Inc | 6,427 | $363.1K | 0.27% | +455+7.6% | Added |
| Sound Income Strategies, LLC | 6,424 | $362.9K | 0.02% | −52−0.8% | Reduced |
| Proficio Capital Partners LLC | 6,419 | $362.6K | 0.04% | −1,341−17.3% | Reduced |
| BNC Wealth Management, LLC | 6,394 | $361.2K | 0.13% | −164−2.5% | Reduced |
| Aprio Wealth Management, LLC | 6,377 | $360.3K | 0.06% | −372−5.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,375 | $360.1K | 0.05% | +361+6.0% | Added |
| Congress Wealth Management LLC | 6,361 | $359.4K | 0.00% | +1,062+20.0% | Added |
| Occidental Asset Management, LLC | 6,360 | $359.3K | 0.06% | −121−1.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 4,932 | $358.1K | 0.22% | +114+2.4% | Added |
| Verus Capital Partners, LLC | 6,327 | $357.4K | 0.03% | +247+4.1% | Added |
| Inceptionr LLC | 6,322 | $357.1K | 0.09% | −26,094−80.5% | Reduced |
| Morris Financial Concepts, Inc. | 6,306 | $356.2K | 0.15% | −505−7.4% | Reduced |
| Front Row Advisors LLC | 6,293 | $355.5K | 0.13% | −432−6.4% | Reduced |
| First Financial Corp | 6,286 | $355.1K | 0.17% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 6,277 | $354.6K | 0.08% | −105−1.6% | Reduced |
| Winton Group Ltd | 6,271 | $354.2K | 0.02% | +2,484+65.6% | Added |
| Family Firm, Inc. | 6,255 | $353.3K | 0.08% | +191+3.1% | Added |
| Financial Advocates Investment Management | 6,252 | $353.2K | 0.02% | −95−1.5% | Reduced |
| Community Trust & Investment Co | 6,248 | $352.9K | 0.02% | +1,629+35.3% | Added |
| Allegheny Financial Group LTD | 6,244 | $352.7K | 0.09% | +30.0% | Added |
| Sym Financial Corp | 6,237 | $352.3K | 0.05% | +2,217+55.1% | Added |
| Legacy Bridge, LLC | 6,229 | $351.9K | 0.19% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 6,228 | $351.8K | 0.02% | +896+16.8% | Added |
| Fruth Investment Management | 6,218 | $351.0K | 0.09% | −200−3.1% | Reduced |
| Keebeck Alpha, LP | 6,212 | $350.9K | 0.23% | +2,480+66.5% | Added |
| Seven Mile Advisory | 6,206 | $350.6K | 0.23% | −62−1.0% | Reduced |
| Heritage Investment Group, Inc. | 6,205 | $350.5K | 0.07% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,202 | $350.3K | 0.05% | +1,493+31.7% | Added |
| Nichols & Pratt Advisers LLP | 6,200 | $350.2K | 0.02% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 6,198 | $350.1K | 0.06% | +20.0% | Added |
| Evoke Wealth, LLC | 6,190 | $349.7K | 0.01% | +6,190 | New |
| Coastline Trust Co | 6,172 | $348.7K | 0.04% | +900+17.1% | Added |
| M3 Advisory Group, LLC | 6,156 | $347.7K | 0.26% | +28+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 6,185 | $347.7K | 0.02% | −41−0.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,142 | $347.0K | 0.08% | −228−3.6% | Reduced |
| CFO4Life Group, LLC | 6,132 | $346.4K | 0.06% | −212−3.3% | Reduced |
| Larson Financial Group LLC | 6,129 | $346.2K | 0.02% | +1,097+21.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 6,123 | $345.9K | 0.07% | +935+18.0% | Added |
| Lakeridge Wealth Management LLC | 6,115 | $345.4K | 0.19% | +36+0.6% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 6,108 | $345.0K | 0.05% | −22,169−78.4% | Reduced |
| Univest Financial Corp | 6,093 | $344.2K | 0.02% | +6,093 | New |
| Red Door Wealth Management, LLC | 6,089 | $344.0K | 0.06% | +540+9.7% | Added |
| LongView Wealth Management | 6,060 | $342.3K | 0.11% | +79+1.3% | Added |
| SeaBridge Investment Advisors LLC | 6,045 | $341.5K | 0.08% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 6,043 | $341.4K | 0.26% | +20.0% | Added |
| Kesler, Norman & Wride, LLC | 6,041 | $341.2K | 0.07% | +44+0.7% | Added |
| Candriam Luxembourg S.C.A. | 6,032 | $340.7K | 0.00% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 6,025 | $340.4K | 0.12% | +39+0.7% | Added |
| Callan Capital, LLC | 6,024 | $340.3K | 0.02% | +220+3.8% | Added |
| Silverlake Wealth Management LLC | 6,020 | $340.1K | 0.13% | −73−1.2% | Reduced |
| 180 Wealth Advisors, LLC | 6,011 | $339.6K | 0.05% | +75+1.3% | Added |
| WoodTrust Financial Corp | 5,996 | $339.0K | 0.05% | +1,049+21.2% | Added |
| Josh Arnold Investment Consultant, LLC | 6,000 | $338.9K | 0.28% | 00.0% | Unchanged |
| Burton Enright Welch | 5,996 | $338.7K | 0.07% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,983 | $338.0K | 0.03% | −10−0.2% | Reduced |
| Duncan Williams Asset Management, LLC | 5,981 | $337.9K | 0.19% | +5,981 | New |
| Investment Advisory Group, LLC | 5,976 | $337.6K | 0.12% | +93+1.6% | Added |
| Flputnam Investment Management Co | 5,960 | $336.7K | 0.01% | −475−7.4% | Reduced |
| SPC Financial, Inc. | 5,945 | $335.8K | 0.03% | −12−0.2% | Reduced |
| Ariadne Wealth Management, LP | 4,805 | $335.5K | 0.18% | +4,805 | New |
| FinTrust Capital Advisors, LLC | 5,926 | $334.8K | 0.06% | +564+10.5% | Added |
| Atwood & Palmer Inc | 5,925 | $334.7K | 0.02% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 5,902 | $333.4K | 0.06% | −39−0.7% | Reduced |
| Pioneer Trust Bank N A | 5,900 | $333.3K | 0.09% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 5,895 | $333.0K | 0.10% | −470−7.4% | Reduced |
| Advisory Alpha, LLC | 5,868 | $331.5K | 0.01% | +378+6.9% | Added |
| Smithfield Trust Co | 5,854 | $331.0K | 0.02% | +101+1.8% | Added |
| Arcataur Capital Management LLC | 5,854 | $330.7K | 0.11% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5,847 | $330.4K | 0.14% | +43+0.7% | Added |
| Blue Barn Wealth, LLC | 5,795 | $327.4K | 0.17% | −17−0.3% | Reduced |
| MSH Capital Advisors LLC | 5,793 | $327.3K | 0.10% | +12+0.2% | Added |
| Dorchester Wealth Management Co | 5,790 | $327.1K | 0.06% | −83,333−93.5% | Reduced |
| Indiana Trust & Investment Management CO | 5,780 | $326.5K | 0.11% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,758 | $325.3K | 0.02% | +13+0.2% | Added |
| Parsons Capital Management Inc | 5,754 | $325.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,926 | $322.3K | 0.00% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 5,702 | $322.1K | 0.09% | +1,597+38.9% | Added |
| Ballast, Inc. | 5,695 | $321.7K | 0.09% | −118−2.0% | Reduced |
| Legacy Private Trust Co. | 5,695 | $321.7K | 0.02% | +190+3.5% | Added |
| Security National Bank of Sioux City Iowa | 5,689 | $321.4K | 0.20% | +5,689 | New |
| Ewa, LLC | 4,407 | $320.8K | 0.11% | −78−1.7% | Reduced |
| Guyasuta Investment Advisors Inc | 5,673 | $320.5K | 0.02% | −658−10.4% | Reduced |
| G2 Capital Management, LLC | 5,647 | $319.0K | 0.09% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,635 | $318.3K | 0.05% | +245+4.5% | Added |
| Summit Global Investments | 5,630 | $318.0K | 0.02% | −83−1.5% | Reduced |
| McAdam, LLC | 5,627 | $317.9K | 0.02% | +18+0.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,614 | $317.1K | 0.08% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 5,600 | $316.3K | 0.11% | 00.0% | Unchanged |
| Slagle Financial, LLC | 5,587 | $315.6K | 0.14% | −144−2.5% | Reduced |
| Smith, Moore & Co. | 5,546 | $313.3K | 0.03% | −16−0.3% | Reduced |
| Icapital Wealth LLC | 5,530 | $312.4K | 0.17% | 00.0% | Unchanged |