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; 2,883 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 72,362 | $4.09M | 0.04% | −1,605−2.2% | Reduced |
| Richard Bernstein Advisors LLC | 72,255 | $4.08M | 0.09% | −14,958−17.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 71,345 | $4.03M | 0.87% | +71,345 | New |
| Algert Global LLC | 70,478 | $3.98M | 0.11% | +70,478 | New |
| First National Advisers, LLC | 68,985 | $3.90M | 0.62% | +3,428+5.2% | Added |
| First Trust Investment Solutions L.P. | 68,910 | $3.89M | 0.44% | +60,936+764.2% | Added |
| Vestcor Inc | 68,840 | $3.89M | 0.12% | 00.0% | Unchanged |
| AIA Group Ltd | 68,519 | $3.87M | 0.10% | −3,180−4.4% | Reduced |
| Bleakley Financial Group, LLC | 68,411 | $3.86M | 0.12% | +6,367+10.3% | Added |
| Bradley Foster & Sargent Inc | 67,788 | $3.83M | 0.06% | −2,751−3.9% | Reduced |
| Regions Financial Corp | 66,621 | $3.76M | 0.03% | +990+1.5% | Added |
| Culbertson A N & Co Inc | 66,187 | $3.74M | 0.60% | −1,800−2.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,063 | $3.73M | 0.01% | +7,183+12.2% | Added |
| Summit Trail Advisors, LLC | 65,138 | $3.68M | 0.09% | −9,648−12.9% | Reduced |
| Oldfather Financial Services, LLC | 64,576 | $3.65M | 1.40% | +210.0% | Added |
| Connable Office Inc | 64,131 | $3.62M | 0.36% | +345+0.5% | Added |
| Asio Capital, LLC | 63,990 | $3.61M | 0.69% | +3,865+6.4% | Added |
| Independent Advisor Alliance | 63,667 | $3.60M | 0.13% | +700+1.1% | Added |
| Hamilton Capital Partners Inc. | 63,189 | $3.57M | 0.31% | +12,547+24.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 62,507 | $3.53M | 0.14% | +5,103+8.9% | Added |
| 44 Wealth Management LLC | 54,621 | $3.53M | 1.24% | +54,621 | New |
| Cullen/Frost Bankers, Inc. | 62,088 | $3.51M | 0.05% | −654−1.0% | Reduced |
| Alberta Investment Management Corp | 61,900 | $3.50M | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 61,758 | $3.49M | 0.05% | −7,837−11.3% | Reduced |
| HighPoint Advisor Group LLC | 61,507 | $3.47M | 0.20% | −5,939−8.8% | Reduced |
| Waterloo Capital, L.P. | 61,456 | $3.47M | 0.38% | +678+1.1% | Added |
| Bank of Stockton | 61,229 | $3.46M | 1.04% | +17,578+40.3% | Added |
| Trajan Wealth LLC | 60,838 | $3.44M | 0.20% | +8,358+15.9% | Added |
| Norden Group LLC | 60,519 | $3.42M | 0.40% | +28,003+86.1% | Added |
| Bryn Mawr Trust Co | 60,373 | $3.41M | 0.06% | +51,927+614.8% | Added |
| BWM Planning, LLC | 60,015 | $3.39M | 1.50% | +60,015 | New |
| Meeder Advisory Services, Inc. | 59,998 | $3.39M | 0.22% | −3,943−6.2% | Reduced |
| Profund Advisors LLC | 59,863 | $3.38M | 0.13% | +7,108+13.5% | Added |
| Global Retirement Partners, LLC | 59,847 | $3.38M | 0.10% | +1,434+2.5% | Added |
| Guardian Capital Advisors LP | 61,018 | $3.38M | 0.33% | −790−1.3% | Reduced |
| Focus Financial Network, Inc. | 59,812 | $3.38M | 0.14% | +757+1.3% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 59,542 | $3.36M | 2.14% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 59,470 | $3.36M | 0.61% | −10,063−14.5% | Reduced |
| Hodges Capital Management Inc. | 59,175 | $3.34M | 0.21% | +50,400+574.4% | Added |
| Lee Danner & Bass Inc | 58,896 | $3.33M | 0.23% | −300−0.5% | Reduced |
| Qtron Investments LLC | 58,550 | $3.31M | 0.45% | −1,397−2.3% | Reduced |
| Headlands Technologies LLC | 58,414 | $3.30M | 0.38% | −105,138−64.3% | Reduced |
| Ritholtz Wealth Management | 58,135 | $3.28M | 0.10% | +4,848+9.1% | Added |
| Altrafin AG | 57,900 | $3.27M | 1.18% | −5,300−8.4% | Reduced |
| Benjamin Edwards Inc | 57,459 | $3.25M | 0.05% | +43,782+320.1% | Added |
| Sigma Planning Corp | 57,231 | $3.23M | 0.10% | −2,626−4.4% | Reduced |
| Portside Wealth Group, LLC | 57,054 | $3.22M | 0.55% | −3,022−5.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 57,035 | $3.22M | 0.21% | +402+0.7% | Added |
| Parcion Private Wealth LLC | 56,834 | $3.21M | 0.27% | +235+0.4% | Added |
| Signet Financial Management, LLC | 56,686 | $3.20M | 0.41% | +169+0.3% | Added |
| Portfolio Design Labs, LLC | 56,314 | $3.18M | 0.89% | +16,428+41.2% | Added |
| Qsemble Capital Management, LP | 56,116 | $3.17M | 0.58% | −27,424−32.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 56,106 | $3.17M | 0.43% | +4,305+8.3% | Added |
| Morningstar Investment Management LLC | 50,646 | $3.15M | 0.31% | −25,482−33.5% | Reduced |
| Mitchell Sinkler & Starr | 55,125 | $3.11M | 0.78% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 54,825 | $3.10M | 0.11% | −3,463−5.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 54,646 | $3.09M | 0.04% | −4,071−6.9% | Reduced |
| LGT Group Foundation | 55,811 | $3.09M | 0.05% | −5,157−8.5% | Reduced |
| Vise Technologies, Inc. | 54,391 | $3.07M | 0.39% | +10,264+23.3% | Added |
| Warren Averett Asset Management, LLC | 54,210 | $3.06M | 0.06% | −829−1.5% | Reduced |
| Wetherby Asset Management Inc | 53,848 | $3.04M | 0.14% | −2,173−3.9% | Reduced |
| S&CO Inc | 53,658 | $3.03M | 0.20% | −195−0.4% | Reduced |
| Haverford Trust Co | 53,565 | $3.03M | 0.03% | +692+1.3% | Added |
| Checchi Capital Advisers, LLC | 53,187 | $3.00M | 0.22% | −172−0.3% | Reduced |
| Stonebridge Capital Advisors LLC | 53,077 | $3.00M | 0.24% | −774−1.4% | Reduced |
| DoubleLine ETF Adviser LP | 53,014 | $2.99M | 0.73% | −6,939−11.6% | Reduced |
| Cornercap Investment Counsel Inc | 52,925 | $2.99M | 0.88% | +18,493+53.7% | Added |
| Associated Banc-Corp | 52,889 | $2.99M | 0.09% | −731−1.4% | Reduced |
| Montag A & Associates Inc | 52,683 | $2.98M | 0.14% | +641+1.2% | Added |
| Quad-Cities Investment Group, LLC | 52,418 | $2.96M | 1.49% | −782−1.5% | Reduced |
| Pitcairn Co | 52,086 | $2.94M | 0.17% | +6,542+14.4% | Added |
| Convergence Investment Partners, LLC | 52,083 | $2.94M | 0.79% | −442−0.8% | Reduced |
| Central Pacific Bank - Trust Division | 52,070 | $2.94M | 0.37% | −21,225−29.0% | Reduced |
| Ascent Group, LLC | 52,035 | $2.94M | 0.22% | +13,101+33.6% | Added |
| Transcend Wealth Collective, LLC | 51,977 | $2.94M | 0.20% | −638−1.2% | Reduced |
| FineMark National Bank & Trust | 51,976 | $2.94M | 0.10% | +840+1.6% | Added |
| Twin City Private Wealth, LLC | 51,911 | $2.93M | 2.54% | +3,343+6.9% | Added |
| Wedbush Securities Inc | 51,775 | $2.92M | 0.11% | −17,365−25.1% | Reduced |
| F/M Investments LLC | 37,396 | $2.92M | 0.10% | −128,800−77.5% | Reduced |
| Clear Harbor Asset Management, LLC | 51,768 | $2.92M | 0.24% | −500−1.0% | Reduced |
| Moors & Cabot, Inc. | 51,733 | $2.92M | 0.15% | +651+1.3% | Added |
| Kingswood Wealth Advisors, LLC | 51,254 | $2.89M | 0.21% | +1,010+2.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 51,045 | $2.88M | 0.24% | −7,206−12.4% | Reduced |
| Equitable Holdings, Inc. | 51,006 | $2.88M | 0.03% | +1,480+3.0% | Added |
| Trust Point Inc. | 50,960 | $2.88M | 0.22% | −384−0.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 50,944 | $2.88M | 0.60% | −42−0.1% | Reduced |
| Pavion Blue Capital, LLC | 50,941 | $2.88M | 1.34% | +4,926+10.7% | Added |
| L2 Asset Management, LLC | 50,624 | $2.86M | 0.78% | +30,918+156.9% | Added |
| SOL Capital Management CO | 50,563 | $2.86M | 0.32% | −260−0.5% | Reduced |
| Perkins Coie Trust Co | 50,500 | $2.85M | 0.63% | −263−0.5% | Reduced |
| Cullinan Associates Inc | 44,145 | $2.83M | 0.16% | +1,500+3.5% | Added |
| Signaturefd, LLC | 50,032 | $2.83M | 0.05% | −5,134−9.3% | Reduced |
| Aft, Forsyth & Sober, LLC | 50,000 | $2.82M | 0.93% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 49,981 | $2.82M | 0.20% | −3,146−5.9% | Reduced |
| Sciencast Management LP | 49,981 | $2.82M | 0.84% | +13,720+37.8% | Added |
| Thoroughbred Financial Services, LLC | 49,673 | $2.81M | 0.18% | +2,337+4.9% | Added |
| Apexium Financial, LP | 49,660 | $2.81M | 0.18% | +36,869+288.2% | Added |
| Capital Investment Advisors, LLC | 49,255 | $2.78M | 0.06% | −2,697−5.2% | Reduced |
| IMS Capital Management | 49,133 | $2.78M | 1.25% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 48,880 | $2.76M | 0.06% | −11,793−19.4% | Reduced |