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 |
|---|---|---|---|---|---|
| Hayek Kallen Investment Management | 4,760 | $269.0K | 0.10% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 4,759 | $268.8K | 0.07% | 00.0% | Unchanged |
| Gould Asset Management LLC | 4,757 | $268.7K | 0.06% | +600+14.4% | Added |
| Millennium Capital Advisors, LLC | 4,750 | $268.3K | 0.18% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4,748 | $268.2K | 0.09% | 00.0% | Unchanged |
| Bank of Hawaii | 4,731 | $267.3K | 0.01% | −920−16.3% | Reduced |
| O'Rourke & Company, Inc | 4,723 | $266.8K | 0.13% | +3+0.1% | Added |
| Colonial Trust Advisors | 4,707 | $265.9K | 0.02% | −300−6.0% | Reduced |
| MBL Wealth, LLC | 4,696 | $265.3K | 0.03% | −140−2.9% | Reduced |
| Camden National Bank | 4,691 | $265.0K | 0.04% | −1,503−24.3% | Reduced |
| Buckhead Capital Management LLC | 4,689 | $264.9K | 0.08% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,030 | $264.4K | 0.06% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 4,663 | $263.4K | 0.04% | +808+21.0% | Added |
| First Western Trust Bank | 4,660 | $263.2K | 0.01% | +70+1.5% | Added |
| Advisor OS, LLC | 4,656 | $263.0K | 0.03% | +109+2.4% | Added |
| Caldwell Sutter Capital, Inc. | 4,654 | $262.9K | 0.12% | −29−0.6% | Reduced |
| Alternative Investment Advisors, LLC. | 4,651 | $262.7K | 0.14% | +5+0.1% | Added |
| SGL Investment Advisors, Inc. | 3,586 | $261.1K | 0.13% | +3,586 | New |
| Waypoint Capital Advisors, LLC | 4,619 | $260.9K | 0.06% | −214−4.4% | Reduced |
| Hengehold Capital Management LLC | 4,601 | $259.9K | 0.02% | +4,601 | New |
| Abich Financial Wealth Management LLC | 4,599 | $259.8K | 0.58% | +4,599 | New |
| Cooper Financial Group | 4,598 | $259.7K | 0.03% | +440+10.6% | Added |
| GW&K Investment Management, LLC | 4,583 | $259.0K | 0.00% | −61−1.3% | Reduced |
| Capital Square, LLC | 4,577 | $258.6K | 0.16% | +179+4.1% | Added |
| Forte Capital LLC | 4,575 | $258.4K | 0.03% | −278−5.7% | Reduced |
| Mezzasalma Advisors, LLC | 4,562 | $257.7K | 0.10% | +295+6.9% | Added |
| Charter Trust Co | 4,561 | $257.7K | 0.02% | −851−15.7% | Reduced |
| Prentiss Smith & Co Inc | 4,560 | $257.6K | 0.17% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,556 | $257.4K | 0.05% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,546 | $256.8K | 0.01% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,537 | $256.3K | 0.04% | +4,537 | New |
| 49 Wealth Management, LLC | 4,532 | $256.0K | 0.04% | +4,532 | New |
| Dynamic Technology Lab Private Ltd | 4,527 | $256.0K | 0.03% | +4,527 | New |
| Five Oceans Advisors | 4,528 | $255.8K | 0.12% | −1,091−19.4% | Reduced |
| Florida Financial Advisors, LLC | 4,503 | $254.4K | 0.13% | +882+24.4% | Added |
| Bill Few Associates, Inc. | 4,487 | $253.5K | 0.09% | +117+2.7% | Added |
| Talisman Wealth Advisors LLC | 4,522 | $252.8K | 0.27% | −195−4.1% | Reduced |
| CoreCap Advisors, LLC | 4,460 | $251.9K | 0.01% | +4,460 | New |
| Seeds Investor LLC | 4,454 | $251.6K | 0.09% | +4,454 | New |
| Consolidated Planning Corp | 4,449 | $251.3K | 0.04% | +507+12.9% | Added |
| Affinity Capital Advisors, LLC | 4,433 | $250.4K | 0.05% | +10.0% | Added |
| Laraway Financial Inc | 4,428 | $250.2K | 0.20% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,418 | $249.6K | 0.05% | +164+3.9% | Added |
| Saxon Interests, Inc. | 4,418 | $249.6K | 0.11% | −174−3.8% | Reduced |
| Asset Dedication, LLC | 4,412 | $249.2K | 0.02% | +36+0.8% | Added |
| Gsa Capital Partners LLP | 4,411 | $249.0K | 0.02% | −538−10.9% | Reduced |
| Prairiewood Capital, LLC | 4,400 | $248.6K | 0.11% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 4,400 | $248.6K | 0.06% | +2,400+120.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,399 | $248.5K | 0.00% | +1,013+29.9% | Added |
| Octavia Wealth Advisors, LLC | 4,397 | $248.4K | 0.03% | −246−5.3% | Reduced |
| Revolve Wealth Partners, LLC | 4,391 | $248.0K | 0.04% | +302+7.4% | Added |
| Samalin Investment Counsel, LLC | 4,388 | $247.9K | 0.11% | +24+0.5% | Added |
| Northeast Financial Consultants Inc | 4,386 | $247.8K | 0.01% | +86+2.0% | Added |
| Bernardo Wealth Planning LLC | 3,836 | $247.0K | 0.06% | +10+0.3% | Added |
| Southland Equity Partners LLC | 4,321 | $244.1K | 0.06% | +829+23.7% | Added |
| Romano Brothers and Company | 4,303 | $243.1K | 0.03% | +50+1.2% | Added |
| Levin Capital Strategies, L.P. | 4,300 | $242.9K | 0.02% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 4,298 | $242.8K | 0.02% | +732+20.5% | Added |
| Boyd Watterson Asset Management LLC | 4,291 | $242.4K | 0.07% | +809+23.2% | Added |
| Keynote Financial Services LLC | 4,290 | $242.3K | 0.19% | +190+4.6% | Added |
| Baron Wealth Management LLC | 4,289 | $242.3K | 0.12% | −651−13.2% | Reduced |
| First Interstate Bank | 4,288 | $242.2K | 0.01% | +4,288 | New |
| Gradient Capital Advisors, LLC | 4,278 | $241.7K | 0.08% | +18+0.4% | Added |
| IFG Advisors, LLC | 4,277 | $241.6K | 0.05% | +68+1.6% | Added |
| Chesapeake Wealth Management | 4,266 | $241.0K | 0.08% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 4,264 | $240.9K | 0.05% | +35+0.8% | Added |
| Arista Wealth Management, LLC | 4,259 | $240.6K | 0.06% | +16+0.4% | Added |
| Professional Financial Advisors, LLC | 4,258 | $240.5K | 0.06% | +27+0.6% | Added |
| New Covenant Trust Company, N.A. | 4,301 | $240.4K | 0.23% | −86−2.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 4,251 | $240.2K | 0.12% | +15+0.4% | Added |
| Builder Investment Group Inc | 4,250 | $240.1K | 0.06% | −10.0% | Reduced |
| AXS Investments LLC | 4,247 | $239.9K | 0.06% | −805−15.9% | Reduced |
| Coyle Financial Counsel LLC | 4,038 | $239.8K | 0.08% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 4,245 | $239.8K | 0.04% | +4,245 | New |
| Acorn Wealth Advisors, LLC | 4,242 | $239.6K | 0.10% | +4,242 | New |
| Tradewinds Capital Management, LLC | 4,238 | $239.4K | 0.06% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 4,237 | $239.3K | 0.07% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,234 | $239.2K | 0.03% | +4,234 | New |
| Power Wealth Management LLC | 4,230 | $239.0K | 0.10% | +375+9.7% | Added |
| Mirador Capital Partners LP | 4,226 | $238.7K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,215 | $238.1K | 0.05% | +157+3.9% | Added |
| Ellis Investment Partners, LLC | 4,210 | $237.8K | 0.05% | +20.0% | Added |
| HC Advisors, LLC | 4,193 | $236.9K | 0.19% | 00.0% | Unchanged |
| James Hambro & Partners | 4,194 | $236.8K | 0.01% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 4,177 | $236.0K | 0.04% | −497−10.6% | Reduced |
| Versant Capital Management, Inc | 4,173 | $235.7K | 0.05% | +699+20.1% | Added |
| Accelerate Investment Advisors LLC | 4,172 | $235.7K | 0.23% | +4,172 | New |
| Stockman Wealth Management, Inc. | 4,171 | $235.6K | 0.04% | −167−3.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 4,168 | $235.4K | 0.05% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 4,150 | $234.4K | 0.07% | +4,150 | New |
| Tillman Hartley LLC | 4,147 | $234.3K | 0.07% | 00.0% | Unchanged |
| Concentrum Wealth Management | 4,131 | $233.3K | 0.09% | −53−1.3% | Reduced |
| Nations Financial Group Inc, | 4,115 | $232.5K | 0.02% | +259+6.7% | Added |
| Private Wealth Group, LLC | 4,112 | $232.3K | 0.12% | −16,000−79.6% | Reduced |
| Payden & Rygel | 4,100 | $232.0K | 0.02% | −326,700−98.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,101 | $231.7K | 0.05% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 4,099 | $231.5K | 0.09% | −22−0.5% | Reduced |
| Encompass Wealth Advisors, LLC | 4,069 | $229.9K | 0.06% | +9+0.2% | Added |
| Twin Focus Capital Partners, LLC | 4,047 | $228.6K | 0.04% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 4,032 | $228.0K | 0.01% | −813−16.8% | Reduced |