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 |
|---|---|---|---|---|---|
| Boston Financial Mangement LLC | 4,028 | $227.5K | 0.01% | −14−0.3% | Reduced |
| Solidarilty Wealth, LLC | 4,023 | $227.3K | 0.06% | 00.0% | Unchanged |
| Addison Capital Co | 4,006 | $226.3K | 0.09% | −3,219−44.6% | Reduced |
| Narus Financial Partners, LLC | 4,000 | $226.0K | 0.08% | −2,024−33.6% | Reduced |
| United Bank | 4,000 | $226.0K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,993 | $225.6K | 0.03% | +305+8.3% | Added |
| Monterey Private Wealth, Inc. | 3,981 | $224.9K | 0.08% | +12+0.3% | Added |
| Traveka Wealth, LLC | 3,975 | $224.6K | 0.11% | +295+8.0% | Added |
| J.Safra Asset Management Corp | 4,000 | $223.6K | 0.02% | +635+18.9% | Added |
| First Personal Financial Services | 3,954 | $223.4K | 0.05% | +21+0.5% | Added |
| Towerpoint Wealth, LLC | 3,946 | $222.9K | 0.11% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 3,944 | $222.8K | 0.06% | −43−1.1% | Reduced |
| SignalPoint Asset Management, LLC | 3,974 | $222.1K | 0.05% | 00.0% | Unchanged |
| Woodstock Corp | 3,930 | $222.0K | 0.02% | −100−2.5% | Reduced |
| Tyler-Stone Wealth Management | 3,923 | $221.6K | 0.04% | +2,025+106.7% | Added |
| 17 Capital Partners, LLC | 3,918 | $221.3K | 0.14% | 00.0% | Unchanged |
| X-Square Capital, LLC | 3,908 | $221.0K | 0.10% | +12+0.3% | Added |
| Paradigm Capital Management, LLC | 3,914 | $221.0K | 0.21% | +3,914 | New |
| Paradigm Financial Partners, LLC | 3,032 | $220.6K | 0.03% | +3,032 | New |
| Peddock Capital Advisors, LLC | 3,905 | $220.6K | 0.05% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,884 | $219.4K | 0.24% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,883 | $219.4K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 3,879 | $219.1K | 0.05% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,863 | $218.2K | 0.02% | +3,863 | New |
| DT Investment Partners, LLC | 3,851 | $217.5K | 0.02% | +327+9.3% | Added |
| Financial Security Advisor, Inc. | 3,843 | $217.1K | 0.05% | −261−6.4% | Reduced |
| Osterweis Capital Management Inc | 3,841 | $217.0K | 0.01% | −300−7.2% | Reduced |
| Strategic Wealth Designers | 3,917 | $217.0K | 0.02% | +20+0.5% | Added |
| SRS Capital Advisors, Inc. | 3,840 | $216.9K | 0.02% | +341+9.7% | Added |
| Petix & Botte Co | 3,828 | $216.2K | 0.06% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,826 | $216.2K | 0.07% | +3,826 | New |
| Tompkins Financial Corp | 3,820 | $215.8K | 0.02% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 3,820 | $215.8K | 0.16% | +3+0.1% | Added |
| Trademark Financial Management, LLC | 3,813 | $215.4K | 0.17% | +3,813 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,800 | $215.0K | 0.00% | −939−19.8% | Reduced |
| Summit X, LLC | 3,606 | $214.2K | 0.05% | −4,925−57.7% | Reduced |
| Stonebrook Private Inc. | 3,791 | $214.1K | 0.06% | +3,791 | New |
| Invenio Wealth Partners LLC | 3,783 | $213.7K | 0.09% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 3,779 | $213.5K | 0.14% | +13+0.3% | Added |
| Brio Consultants, LLC | 3,769 | $212.9K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,756 | $212.2K | 0.05% | −164−4.2% | Reduced |
| Balentine LLC | 3,756 | $212.2K | 0.01% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 3,243 | $212.1K | 0.10% | +3,243 | New |
| Heritage Wealth Management, Inc. | 3,745 | $211.6K | 0.07% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,712 | $210.0K | 0.06% | −209−5.3% | Reduced |
| Traynor Capital Management, Inc. | 3,710 | $209.6K | 0.02% | +3,710 | New |
| Zhang Financial LLC | 3,703 | $209.2K | 0.01% | +29+0.8% | Added |
| First Citizens Financial Corp | 3,700 | $209.0K | 0.11% | −599−13.9% | Reduced |
| One River Asset Management, LLC | 3,736 | $208.8K | 0.24% | +3,736 | New |
| Centennial Bank | 3,691 | $208.5K | 0.10% | −3−0.1% | Reduced |
| Outlook Wealth Advisors, LLC | 3,688 | $208.3K | 0.06% | +39+1.1% | Added |
| Affiance Financial, LLC | 3,683 | $208.1K | 0.05% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,645 | $207.6K | 0.04% | +66+1.8% | Added |
| Novare Capital Management LLC | 3,660 | $206.8K | 0.02% | +11+0.3% | Added |
| Centennial Wealth Advisory LLC | 3,659 | $206.7K | 0.08% | +3,659 | New |
| Principal Street Partners, LLC | 3,478 | $206.6K | 0.03% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,643 | $205.8K | 0.16% | 00.0% | Unchanged |
| Boston Family Office LLC | 3,623 | $205.0K | 0.01% | −75−2.0% | Reduced |
| Sunpointe, LLC | 3,608 | $203.8K | 0.17% | +3,608 | New |
| Endowment Wealth Management, Inc. | 3,600 | $203.4K | 0.13% | −66−1.8% | Reduced |
| Flagship Harbor Advisors, LLC | 3,599 | $203.3K | 0.01% | +3,599 | New |
| Keebeck Wealth Management, LLC | 3,586 | $202.6K | 0.03% | +53+1.5% | Added |
| Meadow Creek Wealth Advisors LLC | 3,567 | $201.5K | 0.16% | +3,567 | New |
| Eagle Wealth Strategies LLC | 3,555 | $200.8K | 0.15% | −129−3.5% | Reduced |
| WSFS Capital Management, LLC | 3,555 | $200.8K | 0.01% | −120−3.3% | Reduced |
| Sentinus, LLC | 3,552 | $200.7K | 0.08% | +3,552 | New |
| Wealth Group, Ltd. | 3,541 | $200.0K | 0.13% | −697−16.4% | Reduced |
| PFC Capital Group, Inc. | 3,550 | $200.0K | 0.10% | +3,550 | New |
| United Community Bank | 3,535 | $199.7K | 0.08% | −460−11.5% | Reduced |
| Hantz Financial Services, Inc. | 3,507 | $198.0K | 0.00% | −92−2.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,495 | $197.4K | 0.05% | +2,000+133.8% | Added |
| Cherry Tree Wealth Management, LLC | 3,459 | $195.4K | 0.05% | 00.0% | Unchanged |
| City State Bank | 3,379 | $190.9K | 0.07% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 3,347 | $189.0K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,322 | $187.7K | 0.02% | −18−0.5% | Reduced |
| Grove Bank & Trust | 3,318 | $187.4K | 0.03% | +304+10.1% | Added |
| Rise Advisors, LLC | 3,303 | $186.6K | 0.09% | −442−11.8% | Reduced |
| Capital Advisors, Ltd. LLC | 3,270 | $185.0K | 0.02% | −57−1.7% | Reduced |
| Hara Capital LLC | 3,242 | $183.1K | 0.11% | −604−15.7% | Reduced |
| Capital Analysts, LLC | 3,240 | $183.0K | 0.01% | +119+3.8% | Added |
| Pinnacle Holdings, LLC | 3,209 | $181.3K | 0.07% | −629−16.4% | Reduced |
| Northwest Investment Counselors, LLC | 3,181 | $179.7K | 0.04% | −190−5.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,169 | $179.0K | 0.08% | −518−14.0% | Reduced |
| Planned Solutions, Inc. | 3,144 | $177.6K | 0.07% | +3,144 | New |
| Bell Investment Advisors, Inc | 3,128 | $176.7K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 3,116 | $176.0K | 0.03% | +3,116 | New |
| Gagnon Securities LLC | 3,056 | $172.6K | 0.03% | +3,056 | New |
| SOA Wealth Advisors, LLC. | 2,978 | $168.2K | 0.03% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,976 | $168.1K | 0.06% | −3,469−53.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,950 | $166.6K | 0.06% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 2,944 | $166.3K | 0.12% | +1,986+207.3% | Added |
| Creative Financial Designs Inc | 2,909 | $164.3K | 0.01% | −64−2.2% | Reduced |
| West Financial Advisors, LLC | 2,892 | $163.4K | 0.03% | −350−10.8% | Reduced |
| American Capital Advisory, LLC | 2,854 | $161.2K | 0.09% | +8+0.3% | Added |
| Catalyst Capital Advisors LLC | 2,824 | $159.5K | 0.00% | +2,824 | New |
| Powell Investment Advisors, LLC | 2,817 | $159.1K | 0.07% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2,798 | $158.1K | 0.03% | +83+3.1% | Added |
| West Paces Advisors Inc. | 2,793 | $157.8K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,773 | $156.7K | 0.01% | +495+21.7% | Added |
| Clear Investment Research, LLC | 2,734 | $154.4K | 0.20% | 00.0% | Unchanged |