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 |
|---|---|---|---|---|---|
| Huntington National Bank | 48,857 | $2.76M | 0.02% | −1,448−2.9% | Reduced |
| Forum Financial Management, LP | 48,757 | $2.75M | 0.05% | −1,384−2.8% | Reduced |
| Valeo Financial Advisors, LLC | 48,747 | $2.75M | 0.08% | −2,175−4.3% | Reduced |
| Capital Asset Advisory Services LLC | 47,849 | $2.74M | 0.14% | −926−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 46,098 | $2.74M | 0.04% | +14,979+48.1% | Added |
| Moody National Bank Trust Division | 48,412 | $2.73M | 0.29% | +11,719+31.9% | Added |
| Verdence Capital Advisors LLC | 48,346 | $2.73M | 0.22% | +12,713+35.7% | Added |
| Geneos Wealth Management Inc. | 48,326 | $2.73M | 0.10% | +3,863+8.7% | Added |
| Stevens Capital Management LP | 48,243 | $2.73M | 0.39% | +48,243 | New |
| Vontobel Holding Ltd. | 48,233 | $2.72M | 0.01% | +24,911+106.8% | Added |
| Capital Investment Counsel, Inc | 48,161 | $2.72M | 0.39% | −2,101−4.2% | Reduced |
| Advisors Asset Management, Inc. | 47,972 | $2.71M | 0.05% | −1,079−2.2% | Reduced |
| Somerset Group LLC | 47,629 | $2.69M | 2.48% | 00.0% | Unchanged |
| National Asset Management, Inc. | 48,001 | $2.69M | 0.07% | −5,158−9.7% | Reduced |
| Coppell Advisory Solutions LLC | 47,964 | $2.68M | 0.40% | +3,321+7.4% | Added |
| 3Chopt Investment Partners, LLC | 47,374 | $2.68M | 0.96% | +1,383+3.0% | Added |
| SWS Partners | 47,168 | $2.66M | 0.85% | −19,691−29.5% | Reduced |
| Pallas Capital Advisors LLC | 40,376 | $2.64M | 0.11% | +2,459+6.5% | Added |
| Groupama Asset Managment | 57,811 | $2.62M | 0.07% | +57,811 | New |
| WCG Wealth Advisors LLC | 46,172 | $2.61M | 0.18% | −810−1.7% | Reduced |
| Welch & Forbes LLC | 46,164 | $2.61M | 0.03% | −1,762−3.7% | Reduced |
| Union Heritage Capital, LLC | 45,970 | $2.60M | 0.96% | 00.0% | Unchanged |
| Fiduciary Trust Co | 45,907 | $2.59M | 0.04% | +397+0.9% | Added |
| Avitas Wealth Management LLC | 45,838 | $2.59M | 0.36% | +596+1.3% | Added |
| Fifth Third Wealth Advisors LLC | 45,781 | $2.59M | 0.16% | +3,512+8.3% | Added |
| NWF Advisory Services Inc. | 45,766 | $2.59M | 0.38% | −17,767−28.0% | Reduced |
| AlphaStar Capital Management, LLC | 45,757 | $2.58M | 0.20% | +7,510+19.6% | Added |
| Meiji Yasuda Life Insurance Co | 45,749 | $2.58M | 0.05% | +974+2.2% | Added |
| D L Carlson Investment Group Inc | 45,475 | $2.57M | 0.46% | −6,000−11.7% | Reduced |
| Stonegate Investment Group, LLC | 45,433 | $2.57M | 0.07% | +2,954+7.0% | Added |
| Goelzer Investment Management, Inc. | 45,333 | $2.56M | 0.14% | −3,770−7.7% | Reduced |
| Coldstream Capital Management Inc | 43,973 | $2.56M | 0.06% | +6,841+18.4% | Added |
| Joel Isaacson & Co., LLC | 45,156 | $2.55M | 0.12% | +313+0.7% | Added |
| Kuhn & Co Investment Counsel | 44,942 | $2.54M | 2.17% | −88−0.2% | Reduced |
| NBT Bank N A | 44,891 | $2.54M | 0.17% | −1,586−3.4% | Reduced |
| Buckingham Strategic Partners | 44,673 | $2.52M | 0.05% | +564+1.3% | Added |
| iA Global Asset Management Inc. | 44,318 | $2.50M | 0.04% | −75,657−63.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $2.50M | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 44,255 | $2.50M | 0.04% | +3,451+8.5% | Added |
| Wolverine Asset Management LLC | 44,099 | $2.49M | 0.04% | +44,099 | New |
| Franklin Street Advisors Inc | 44,071 | $2.49M | 0.17% | +1,493+3.5% | Added |
| Premier Path Wealth Partners, LLC | 43,966 | $2.48M | 0.39% | +1,146+2.7% | Added |
| Peoples Bank | 43,909 | $2.48M | 1.66% | −480−1.1% | Reduced |
| HTLF Bank | 43,878 | $2.48M | 0.27% | −1,484−3.3% | Reduced |
| Johnson Financial Group, Inc. | 43,680 | $2.47M | 0.11% | +5,954+15.8% | Added |
| Cohen Investment Advisors LLC | 43,448 | $2.45M | 1.50% | −30.0% | Reduced |
| Sumitomo Life Insurance Co | 43,307 | $2.45M | 0.05% | +1,030+2.4% | Added |
| Foster Group, Inc. | 43,162 | $2.44M | 0.09% | −8,361−16.2% | Reduced |
| Trust Asset Management LLC | 43,152 | $2.44M | 0.19% | −3,890−8.3% | Reduced |
| White Pine Capital LLC | 42,920 | $2.42M | 0.83% | −403−0.9% | Reduced |
| Paradigm Asset Management Co LLC | 42,852 | $2.42M | 0.63% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 42,703 | $2.41M | 0.02% | −122−0.3% | Reduced |
| Wynn Capital, LLC | 42,566 | $2.40M | 1.58% | +1,010+2.4% | Added |
| Gs Investments, Inc. | 42,400 | $2.40M | 1.07% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 42,391 | $2.39M | 0.79% | −2,582−5.7% | Reduced |
| Meridian Wealth Partners, LLC | 42,239 | $2.39M | 0.37% | −210−0.5% | Reduced |
| Argyle Capital Management Inc. | 42,093 | $2.38M | 0.95% | −1,500−3.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 42,000 | $2.37M | 0.58% | +42,000 | New |
| Capital International Sarl | 41,969 | $2.37M | 0.06% | −9,612−18.6% | Reduced |
| Smith, Salley & Associates | 41,822 | $2.36M | 0.15% | +61+0.1% | Added |
| Naviter Wealth, LLC | 41,731 | $2.36M | 0.33% | −382−0.9% | Reduced |
| Eisler Capital (UK) Ltd. | 41,656 | $2.35M | 0.56% | +41,656 | New |
| Concurrent Investment Advisors, LLC | 41,403 | $2.34M | 0.07% | +643+1.6% | Added |
| Choate Investment Advisors | 41,314 | $2.33M | 0.06% | −582−1.4% | Reduced |
| LGT Fund Management Co Ltd. | 41,995 | $2.32M | 0.24% | +279+0.7% | Added |
| Catalyst Funds Management Pty Ltd | 41,100 | $2.32M | 0.51% | −34,400−45.6% | Reduced |
| Shayne & Co., LLC | 40,977 | $2.31M | 0.58% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,830 | $2.31M | 0.58% | 00.0% | Unchanged |
| Brighton Jones LLC | 40,797 | $2.30M | 0.09% | −1,753−4.1% | Reduced |
| CWA Asset Management Group, LLC | 40,719 | $2.30M | 0.12% | +40,719 | New |
| Prime Capital Investment Advisors, LLC | 40,638 | $2.30M | 0.03% | −2,070−4.8% | Reduced |
| Stableford Capital II LLC | 37,617 | $2.29M | 0.92% | −298−0.8% | Reduced |
| IFP Advisors, Inc | 40,408 | $2.28M | 0.08% | +3,437+9.3% | Added |
| Pring Turner Capital Group Inc | 40,369 | $2.28M | 1.44% | −3,437−7.8% | Reduced |
| Simplicity Wealth,LLC | 40,247 | $2.27M | 0.21% | −53,896−57.2% | Reduced |
| Central Trust Co | 40,148 | $2.27M | 0.05% | −7,437−15.6% | Reduced |
| Snowden Capital Advisors LLC | 40,137 | $2.27M | 0.07% | +1,148+2.9% | Added |
| KCM Investment Advisors LLC | 39,996 | $2.26M | 0.08% | −744−1.8% | Reduced |
| United Asset Strategies, Inc. | 39,993 | $2.26M | 0.21% | +199+0.5% | Added |
| Round Hill Asset Management | 39,792 | $2.25M | 1.49% | −775−1.9% | Reduced |
| Ballentine Partners, LLC | 39,667 | $2.24M | 0.04% | +1,676+4.4% | Added |
| Capital Markets Trading UK LLP | 39,623 | $2.24M | 2.07% | −128,666−76.5% | Reduced |
| Koss-Olinger Consulting, LLC | 39,385 | $2.23M | 0.19% | −116−0.3% | Reduced |
| Quadrant Capital Group LLC | 39,208 | $2.21M | 0.15% | −77−0.2% | Reduced |
| River & Mercantile Asset Management LLP | 39,115 | $2.21M | 0.48% | −960−2.4% | Reduced |
| Lakeview Capital Partners, LLC | 39,084 | $2.21M | 0.35% | −7,622−16.3% | Reduced |
| J.W. Cole Advisors, Inc. | 38,981 | $2.20M | 0.09% | +7,276+22.9% | Added |
| HF Advisory Group, LLC | 38,893 | $2.20M | 1.02% | +3,637+10.3% | Added |
| Easterly Investment Partners LLC | 38,873 | $2.20M | 0.18% | −4,710−10.8% | Reduced |
| Cunning Capital Partners, LP | 38,675 | $2.19M | 1.16% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 38,290 | $2.16M | 0.03% | −2,037−5.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 38,074 | $2.15M | 0.61% | +2,433+6.8% | Added |
| Avestar Capital, LLC | 38,051 | $2.15M | 0.23% | +1,180+3.2% | Added |
| First Citizens Bank & Trust Co | 37,977 | $2.15M | 0.05% | +564+1.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,787 | $2.13M | 0.32% | +752+2.0% | Added |
| Oarsman Capital, Inc. | 37,769 | $2.13M | 0.39% | +1,253+3.4% | Added |
| HAP Trading, LLC | 37,737 | $2.13M | 1.08% | +37,737 | New |
| Voya Financial Advisors, Inc. | 38,070 | $2.13M | 0.23% | +1,232+3.3% | Added |
| QV Investors Inc. | 37,587 | $2.12M | 0.19% | −115,180−75.4% | Reduced |
| Aspen Grove Capital, LLC | 37,539 | $2.12M | 0.47% | −10.0% | Reduced |