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 |
|---|---|---|---|---|---|
| Narwhal Capital Management | 5,510 | $311.3K | 0.03% | −200−3.5% | Reduced |
| Weinberger Asset Management, Inc | 5,502 | $310.8K | 0.13% | +32+0.6% | Added |
| Magnus Financial Group LLC | 5,483 | $309.7K | 0.03% | +106+2.0% | Added |
| Nwam LLC | 5,473 | $309.1K | 0.02% | +5,473 | New |
| First Heartland Consultants, Inc. | 5,477 | $309.0K | 0.03% | +5,477 | New |
| Eagle Harbor Asset Management Inc | 5,457 | $308.3K | 0.31% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 5,451 | $307.9K | 0.03% | −430−7.3% | Reduced |
| Howard Capital Management Group, LLC | 5,450 | $307.9K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,432 | $306.8K | 0.16% | +7+0.1% | Added |
| Formidable Asset Management, LLC | 5,431 | $306.8K | 0.05% | −1,864−25.6% | Reduced |
| GYL Financial Synergies, LLC | 5,394 | $304.7K | 0.02% | −325−5.7% | Reduced |
| Bruce G. Allen Investments, LLC | 5,389 | $304.4K | 0.24% | −12−0.2% | Reduced |
| Willis Johnson & Associates, Inc. | 5,383 | $304.1K | 0.02% | +5,383 | New |
| Alaethes Wealth LLC | 5,363 | $302.9K | 0.11% | 00.0% | Unchanged |
| Security National Bank of So Dak | 5,357 | $302.6K | 0.17% | 00.0% | Unchanged |
| Hardy Reed LLC | 5,349 | $302.2K | 0.03% | −21,723−80.2% | Reduced |
| Susquehanna International Group Ltd. | 5,345 | $301.9K | 0.06% | +5,345 | New |
| Duncker Streett & Co Inc | 5,321 | $300.6K | 0.05% | +3+0.1% | Added |
| Mayflower Financial Advisors, LLC | 5,316 | $300.3K | 0.05% | +184+3.6% | Added |
| Denver Wealth Management, Inc. | 5,313 | $300.1K | 0.14% | +103+2.0% | Added |
| Dempze Nancy E | 5,302 | $299.5K | 0.17% | −1,000−15.9% | Reduced |
| Constitution Capital LLC | 5,300 | $299.4K | 0.16% | 00.0% | Unchanged |
| Raelipskie Partnership | 5,300 | $299.4K | 0.15% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 5,292 | $298.9K | 0.04% | +5,292 | New |
| Regent Peak Wealth Advisors LLC | 5,288 | $298.7K | 0.07% | +116+2.2% | Added |
| Matrix Private Capital Group LLC | 5,282 | $298.4K | 0.17% | +38+0.7% | Added |
| Mosaic Family Wealth Partners, LLC | 5,277 | $298.1K | 0.04% | −118−2.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 5,280 | $298.0K | 0.06% | +5,280 | New |
| Jacobsen Capital Management | 5,272 | $297.8K | 0.13% | −38−0.7% | Reduced |
| Sierra Summit Advisors LLC | 5,268 | $297.6K | 0.07% | −2,133−28.8% | Reduced |
| Hillsdale Investment Management Inc. | 5,262 | $297.3K | 0.02% | +2,112+67.0% | Added |
| Salomon & Ludwin, LLC | 5,256 | $296.9K | 0.03% | +399+8.2% | Added |
| Beach Investment Counsel Inc | 5,233 | $296.0K | 0.04% | 00.0% | Unchanged |
| Marex Group plc | 5,229 | $295.4K | 0.01% | +5,229 | New |
| CMG Global Holdings, LLC | 5,215 | $294.6K | 0.17% | −7−0.1% | Reduced |
| Boston Mountain Money Management Inc | 5,210 | $294.3K | 0.17% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,188 | $293.1K | 0.02% | +10.0% | Added |
| Mma Asset Management LLC | 5,180 | $292.6K | 0.08% | +5,180 | New |
| Concord Asset Management, LLC | 5,179 | $292.6K | 0.07% | +191+3.8% | Added |
| Marino, Stram & Associates LLC | 5,179 | $292.6K | 0.07% | +440+9.3% | Added |
| Pegasus Partners Ltd. | 5,154 | $291.1K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,143 | $290.5K | 0.05% | +30+0.6% | Added |
| Ellevest, Inc. | 5,131 | $289.9K | 0.02% | +21+0.4% | Added |
| MBB Public Markets I LLC | 5,130 | $289.8K | 0.02% | −246,738−98.0% | Reduced |
| Hohimer Wealth Management, LLC | 5,123 | $289.4K | 0.06% | 00.0% | Unchanged |
| Burt Wealth Advisors | 5,117 | $289.1K | 0.07% | 00.0% | Unchanged |
| Foster & Motley Inc | 5,112 | $289.0K | 0.02% | +5,112 | New |
| Whalerock Point Partners, LLC | 5,108 | $288.6K | 0.07% | 00.0% | Unchanged |
| Optas, LLC | 5,107 | $288.5K | 0.07% | −269−5.0% | Reduced |
| New Republic Capital, LLC | 5,100 | $288.1K | 0.17% | −216−4.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,088 | $287.4K | 0.06% | −809−13.7% | Reduced |
| Prosperity Consulting Group, LLC | 5,082 | $287.1K | 0.02% | +89+1.8% | Added |
| Birch Hill Investment Advisors LLC | 5,079 | $286.9K | 0.01% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,073 | $286.6K | 0.05% | +640+14.4% | Added |
| Mokosak Advisory Group, LLC | 5,071 | $286.4K | 0.09% | +30+0.6% | Added |
| Aviso Financial Inc. | 5,069 | $286.3K | 0.01% | −289−5.4% | Reduced |
| Warwick Investment Management, Inc. | 5,067 | $286.2K | 0.07% | +1,078+27.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,253 | $284.8K | 0.00% | +4,253 | New |
| Chapin Davis, Inc. | 5,040 | $284.7K | 0.09% | −93−1.8% | Reduced |
| M&R Capital Management Inc | 5,006 | $282.8K | 0.06% | +1,044+26.4% | Added |
| Puzo Michael J | 5,000 | $282.4K | 0.07% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 5,000 | $282.4K | 0.08% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,000 | $282.4K | 0.12% | 00.0% | Unchanged |
| Ruffer LLP | 5,000 | $282.3K | 0.01% | −13,000−72.2% | Reduced |
| Quantum Financial Advisors, LLC | 4,992 | $282.0K | 0.04% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4,987 | $281.8K | 0.16% | −333−6.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,974 | $281.0K | 0.06% | +114+2.3% | Added |
| Willner & Heller, LLC | 4,971 | $280.8K | 0.25% | +34+0.7% | Added |
| GFS Advisors, LLC | 4,948 | $280.0K | 0.06% | +4,548+1,137.0% | Added |
| First Command Advisory Services, Inc. | 4,956 | $280.0K | 0.00% | +280+6.0% | Added |
| Howe & Rusling Inc | 4,954 | $279.9K | 0.02% | −75−1.5% | Reduced |
| Blueprint Investment Partners LLC | 4,952 | $279.7K | 0.05% | −4,570−48.0% | Reduced |
| First American Bank | 4,951 | $279.7K | 0.02% | +696+16.4% | Added |
| Founders Capital Management | 4,942 | $279.2K | 0.17% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 4,938 | $278.9K | 0.17% | +30+0.6% | Added |
| CoreFirst Bank & Trust | 4,925 | $278.2K | 0.16% | −1,200−19.6% | Reduced |
| Successful Portfolios LLC | 4,917 | $277.7K | 0.19% | +20.0% | Added |
| Check Capital Management Inc | 4,913 | $277.5K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 5,000 | $277.0K | 0.03% | −200−3.8% | Reduced |
| Vicus Capital | 4,892 | $276.3K | 0.02% | −2,738−35.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,642 | $275.7K | 0.10% | 00.0% | Unchanged |
| Verity & Verity, LLC | 4,875 | $275.4K | 0.03% | −126−2.5% | Reduced |
| Guardian Wealth Management, Inc. | 4,869 | $275.1K | 0.19% | +15+0.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 4,867 | $274.9K | 0.07% | +4,867 | New |
| Epiq Partners, LLC | 4,853 | $274.1K | 0.15% | −1,337−21.6% | Reduced |
| Strategic Blueprint, LLC | 4,848 | $273.9K | 0.02% | −99−2.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,842 | $273.5K | 0.02% | −1,880−28.0% | Reduced |
| TCI Wealth Advisors, Inc. | 4,841 | $273.4K | 0.02% | +439+10.0% | Added |
| MKT Advisors LLC | 4,941 | $273.3K | 0.13% | −208−4.0% | Reduced |
| Leo Wealth, LLC | 4,833 | $273.0K | 0.02% | −82−1.7% | Reduced |
| Green Square Capital Advisors LLC | 4,884 | $273.0K | 0.04% | 00.0% | Unchanged |
| Sachetta, LLC | 4,832 | $273.0K | 0.11% | −35−0.7% | Reduced |
| Klingenstein Fields & Co LP | 4,830 | $272.9K | 0.01% | +53+1.1% | Added |
| City Center Advisors, LLC | 4,826 | $272.6K | 0.30% | +4,826 | New |
| Destination Wealth Management | 4,813 | $271.9K | 0.01% | −3,208−40.0% | Reduced |
| Trustmark National Bank Trust Department | 4,813 | $271.9K | 0.02% | +587+13.9% | Added |
| Wealth Management Associates, Inc. | 4,807 | $271.6K | 0.12% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,800 | $271.2K | 0.25% | +1,000+26.3% | Added |
| Brave Asset Management Inc | 4,791 | $270.6K | 0.07% | −114−2.3% | Reduced |
| Penserra Capital Management LLC | 4,776 | $269.0K | 0.01% | −121−2.5% | Reduced |