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 |
|---|---|---|---|---|---|
| Yarbrough Capital, LLC | 37,485 | $2.12M | 0.09% | 00.0% | Unchanged |
| Legato Capital Management LLC | 37,484 | $2.12M | 0.26% | 00.0% | Unchanged |
| GAMMA Investing LLC | 37,479 | $2.12M | 0.21% | +4,985+15.3% | Added |
| Centaurus Financial, Inc. | 37,282 | $2.11M | 0.13% | −4,529−10.8% | Reduced |
| Evercore Wealth Management, LLC | 37,204 | $2.10M | 0.03% | −350−0.9% | Reduced |
| Banque Cantonale Vaudoise | 37,114 | $2.10M | 0.09% | −6,241−14.4% | Reduced |
| Crestwood Advisors Group LLC | 37,017 | $2.09M | 0.04% | +1,262+3.5% | Added |
| Vista Wealth Management Group, LLC | 37,008 | $2.09M | 0.14% | +244+0.7% | Added |
| Walleye Capital LLC | 36,937 | $2.09M | 0.02% | −232,160−86.3% | Reduced |
| Wesbanco Bank Inc | 36,889 | $2.08M | 0.07% | −1,203−3.2% | Reduced |
| Tower Bridge Advisors | 36,646 | $2.07M | 0.21% | −3,075−7.7% | Reduced |
| Burney Co | 36,583 | $2.07M | 0.07% | −991−2.6% | Reduced |
| Pictet Bank & Trust Ltd | 36,500 | $2.06M | 2.09% | −1,215−3.2% | Reduced |
| Alpha Cubed Investments, LLC | 36,385 | $2.06M | 0.09% | −1,952−5.1% | Reduced |
| Chicago Partners Investment Group LLC | 31,754 | $2.05M | 0.07% | +4,096+14.8% | Added |
| Cigna Investments Inc | 36,062 | $2.04M | 0.36% | −612−1.7% | Reduced |
| Shell Asset Management Co | 35,971 | $2.03M | 0.09% | +35,971 | New |
| Keystone Wealth Services, LLC | 35,970 | $2.03M | 0.56% | −108−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 35,704 | $2.02M | 0.06% | +1,965+5.8% | Added |
| Triangle Securities Wealth Management | 35,691 | $2.02M | 0.52% | −974−2.7% | Reduced |
| Leonteq Securities AG | 35,646 | $2.01M | 0.24% | −3,167−8.2% | Reduced |
| Quest Partners LLC | 35,448 | $2.00M | 0.18% | −14,252−28.7% | Reduced |
| Marotta Asset Management | 35,237 | $1.99M | 0.39% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 35,145 | $1.99M | 0.97% | +2,835+8.8% | Added |
| Ethic Inc. | 34,093 | $1.98M | 0.05% | −4,936−12.6% | Reduced |
| Alpha DNA Investment Management LLC | 34,938 | $1.97M | 1.08% | −50,219−59.0% | Reduced |
| Optiver Holding B.V. | 34,846 | $1.97M | 0.05% | −673,138−95.1% | Reduced |
| YHB Investment Advisors, Inc. | 34,714 | $1.96M | 0.16% | −284−0.8% | Reduced |
| American Money Management, LLC | 34,626 | $1.96M | 0.39% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 34,554 | $1.95M | 0.37% | −3,400−9.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 34,464 | $1.95M | 0.04% | +18,138+111.1% | Added |
| Gladstone Institutional Advisory LLC | 34,403 | $1.94M | 0.09% | +24,835+259.6% | Added |
| Hedges Asset Management LLC | 34,100 | $1.93M | 1.28% | 00.0% | Unchanged |
| Miller Investment Management, LP | 34,082 | $1.93M | 0.20% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 34,010 | $1.92M | 0.08% | −556−1.6% | Reduced |
| Wrapmanager Inc | 33,844 | $1.91M | 0.49% | +768+2.3% | Added |
| Golden State Equity Partners | 33,090 | $1.87M | 0.29% | +299+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 32,982 | $1.86M | 0.18% | −5,689−14.7% | Reduced |
| ZWJ Investment Counsel Inc | 32,949 | $1.86M | 0.08% | +10.0% | Added |
| Parallel Advisors, LLC | 32,798 | $1.85M | 0.04% | +1,001+3.1% | Added |
| Bennett Selby Investments LP | 32,573 | $1.84M | 0.77% | −199−0.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 32,394 | $1.83M | 0.85% | −200−0.6% | Reduced |
| Auxier Asset Management | 32,302 | $1.82M | 0.27% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.82M | 0.54% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 32,150 | $1.82M | 0.07% | −3,708−10.3% | Reduced |
| Silvant Capital Management LLC | 32,068 | $1.81M | 0.08% | −746−2.3% | Reduced |
| AF Advisors, Inc. | 32,040 | $1.81M | 0.26% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 32,021 | $1.81M | 0.04% | +2,800+9.6% | Added |
| Applied Capital LLC | 31,802 | $1.80M | 1.40% | −380−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 31,713 | $1.79M | 0.03% | +2,391+8.2% | Added |
| Grimes & Company, Inc. | 31,678 | $1.79M | 0.05% | +949+3.1% | Added |
| Westmount Partners, LLC | 31,647 | $1.79M | 0.54% | −263−0.8% | Reduced |
| David Loasby | 32,472 | $1.79M | 0.17% | +1,460+4.7% | Added |
| Argus Investors' Counsel, Inc. | 31,514 | $1.78M | 1.16% | +8,107+34.6% | Added |
| Diversify Advisory Services, LLC | 27,371 | $1.77M | 0.10% | −1,438−5.0% | Reduced |
| Selway Asset Management | 31,400 | $1.77M | 0.69% | −3,600−10.3% | Reduced |
| Massachusetts Wealth Management | 31,252 | $1.77M | 1.11% | −250−0.8% | Reduced |
| Freemont Management S.A. | 31,200 | $1.76M | 0.92% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 31,148 | $1.76M | 0.17% | −264−0.8% | Reduced |
| Great Lakes Retirement, Inc. | 30,991 | $1.75M | 0.22% | +8,187+35.9% | Added |
| Rehmann Capital Advisory Group | 30,826 | $1.75M | 0.11% | +521+1.7% | Added |
| Granite Investment Partners, LLC | 30,587 | $1.73M | 0.07% | −1,000−3.2% | Reduced |
| Tradition Wealth Management, LLC | 30,453 | $1.72M | 0.15% | −941−3.0% | Reduced |
| NVWM, LLC | 30,422 | $1.72M | 0.44% | +1,391+4.8% | Added |
| Scott & Selber, Inc. | 30,412 | $1.72M | 0.53% | −137−0.4% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $1.72M | 0.10% | 00.0% | Unchanged |
| Conning Inc. | 30,394 | $1.72M | 0.06% | −319−1.0% | Reduced |
| Smith Shellnut Wilson LLC | 30,356 | $1.71M | 0.78% | −1,500−4.7% | Reduced |
| Nomura Holdings Inc | 30,267 | $1.71M | 0.01% | −85,897−73.9% | Reduced |
| Pacifica Partners Inc. | 30,233 | $1.71M | 0.71% | +270+0.9% | Added |
| Carret Asset Management, LLC | 30,172 | $1.70M | 0.18% | −2,350−7.2% | Reduced |
| Xcel Wealth Management, LLC | 30,051 | $1.70M | 0.50% | −1,558−4.9% | Reduced |
| Ally Financial Inc. | 30,000 | $1.69M | 0.20% | +30,000 | New |
| Alaska Permanent Fund Corp | 29,947 | $1.69M | 0.02% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 29,903 | $1.69M | 0.32% | −944−3.1% | Reduced |
| Founders Financial Securities LLC | 29,802 | $1.68M | 0.16% | −184−0.6% | Reduced |
| Integrated Advisors Network LLC | 29,647 | $1.67M | 0.08% | −219−0.7% | Reduced |
| Shelton Wealth Management, LLC | 29,615 | $1.67M | 0.95% | +26+0.1% | Added |
| Marco Investment Management LLC | 29,501 | $1.67M | 0.14% | +100+0.3% | Added |
| Argent Advisors, Inc. | 29,190 | $1.65M | 0.61% | +450+1.6% | Added |
| Mystic Asset Management, Inc. | 28,995 | $1.64M | 0.62% | −819−2.7% | Reduced |
| We Are One Seven, LLC | 28,811 | $1.63M | 0.07% | −1,222−4.1% | Reduced |
| Aspire Private Capital, LLC | 28,789 | $1.63M | 0.39% | +1,998+7.5% | Added |
| Insigneo Advisory Services, LLC | 28,682 | $1.62M | 0.16% | −803−2.7% | Reduced |
| N.E.W. Advisory Services LLC | 28,590 | $1.62M | 0.16% | +123+0.4% | Added |
| Johnson Investment Counsel Inc | 28,391 | $1.60M | 0.02% | +9,495+50.2% | Added |
| Baker Avenue Asset Management, LP | 28,151 | $1.59M | 0.05% | +1,194+4.4% | Added |
| Lummis Asset Management, LP | 28,074 | $1.59M | 1.85% | +196+0.7% | Added |
| Rothschild Investment LLC | 28,067 | $1.59M | 0.10% | −741−2.6% | Reduced |
| Vista Investment Management | 28,046 | $1.58M | 0.60% | −284−1.0% | Reduced |
| Fidelis Capital Partners, LLC | 24,485 | $1.58M | 0.19% | +311+1.3% | Added |
| Aptus Capital Advisors, LLC | 27,872 | $1.57M | 0.02% | +4,048+17.0% | Added |
| Harbour Investments, Inc. | 27,829 | $1.57M | 0.05% | −22−0.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 27,781 | $1.57M | 0.07% | −528−1.9% | Reduced |
| Kerrisdale Advisers, LLC | 27,696 | $1.56M | 0.53% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 24,173 | $1.56M | 0.61% | +1,956+8.8% | Added |
| Bayview Asset Management, LLC | 27,500 | $1.55M | 0.87% | +27,500 | New |
| Northside Capital Management, LLC | 27,127 | $1.53M | 0.24% | 00.0% | Unchanged |
| Terry L. Blaker | 27,114 | $1.53M | 0.06% | +6,114+29.1% | Added |
| Crestline Management, LP | 27,069 | $1.53M | 0.09% | +27,069 | New |