Wells Fargo & Company
WFC.PL- 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; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Wells Fargo & Company as of Dec 31, 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
- 259
- +5 vs. Q3 2024
- Shares held
- 2.66M
- +150.1K (+6.0%) vs. Q3 2024
- Total value
- $2.85B
- −$261.8M (−8.4%) vs. Q3 2024
- New holders
- 24
- 72 more added
- Sold out
- 19
- 79 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC.PL 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 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 597,598 | $713.7M | 0.74% | +6,550+1.1% | Added |
| BlackRock, Inc. | 294,605 | $351.8M | 0.01% | +6,112+2.1% | Added |
| Advent Capital Management | 173,866 | $206.0M | 4.78% | −8,293−4.6% | Reduced |
| First Trust Advisors LP | 158,755 | $189.6M | 0.17% | +3,664+2.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 85,460 | $102.1M | 0.22% | −3,733−4.2% | Reduced |
| Victory Capital Management Inc | 70,554 | $84.3M | 0.08% | −280.0% | Reduced |
| State Street Corp | 65,814 | $77.5M | 0.00% | +7,569+13.0% | Added |
| Invesco Ltd. | 63,290 | $75.6M | 0.01% | −1,600−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 61,882 | $73.7M | 0.06% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 53,940 | $64.4M | 0.09% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 46,618 | $55.7M | 0.02% | −38−0.1% | Reduced |
| Morgan Stanley | 44,958 | $53.7M | 0.00% | −2,113−4.5% | Reduced |
| Stonebridge Advisors LLC | 36,497 | $43.6M | 29.07% | −28,801−44.1% | Reduced |
| Bank of America Corp | 30,800 | $36.8M | 0.00% | −646−2.1% | Reduced |
| Mackay Shields LLC | 28,119 | $33.5M | 0.99% | −281−1.0% | Reduced |
| Thrivent Financial for Lutherans | 25,933 | $30.8M | 0.06% | +2,300+9.7% | Added |
| Pier 88 Investment Partners LLC | 20,852 | $24.9M | 4.90% | +2,700+14.9% | Added |
| First Eagle Investment Management, LLC | 20,691 | $24.7M | 0.06% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 19,671 | $23.4M | 1.74% | −310−1.6% | Reduced |
| New York State Common Retirement Fund | 19,114 | $22.8M | 0.03% | +766+4.2% | Added |
| Colony Group, LLC | 18,818 | $22.3M | 0.06% | −298−1.6% | Reduced |
| FMR LLC | 18,450 | $21.9M | 0.00% | −32,688−63.9% | Reduced |
| Cohen & Steers, Inc. | 16,849 | $20.1M | 0.04% | +500+3.1% | Added |
| Royal Bank of Canada | – | $17.5M | 0.00% | – | – |
| New England Asset Management Inc | 13,275 | $15.9M | 2.71% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 12,321 | $14.7M | 1.32% | +374+3.1% | Added |
| KCM Investment Advisors LLC | 11,465 | $13.7M | 0.47% | −465−3.9% | Reduced |
| Kestra Advisory Services, LLC | 11,243 | $13.4M | 0.07% | +438+4.1% | Added |
| Alliancebernstein L.P. | 10,202 | $12.2M | 0.00% | −550−5.1% | Reduced |
| Ulland Investment Advisors, LLC | 9,987 | $11.9M | 7.61% | +8,191+456.1% | Added |
| Palisade Capital Management LLC | 9,249 | $10.8M | 0.29% | +1,389+17.7% | Added |
| Stratos Wealth Partners, LTD. | 8,690 | $10.4M | 0.15% | +195+2.3% | Added |
| Raymond James Financial Inc | 8,330 | $9.95M | 0.00% | +8,330 | New |
| Stifel Financial Corp | 8,163 | $9.74M | 0.01% | +876+12.0% | Added |
| RB Capital Management, LLC | 8,094 | $9.67M | 2.26% | +23+0.3% | Added |
| Crawford Investment Counsel Inc | 8,044 | $9.55M | 0.17% | −46−0.6% | Reduced |
| Lord, Abbett & Co. LLC | – | $9.44M | 0.03% | – | – |
| UBS Group AG | 7,427 | $8.87M | 0.00% | +106+1.4% | Added |
| Rational Advisors LLC | 7,400 | $8.84M | 0.86% | +2,000+37.0% | Added |
| LPL Financial LLC | 7,157 | $8.55M | 0.00% | +496+7.4% | Added |
| Wellington Management Group LLP | 7,012 | $8.26M | 0.00% | −42−0.6% | Reduced |
| JRM Investment Counsel, LLC | 6,862 | $8.19M | 2.90% | +71+1.0% | Added |
| Oxbow Advisors, LLC | 6,860 | $8.19M | 0.96% | −6,247−47.7% | Reduced |
| Citigroup Inc | 6,151 | $7.35M | 0.01% | −182−2.9% | Reduced |
| Penn Mutual Asset Management, LLC | 6,000 | $7.17M | 12.93% | 00.0% | Unchanged |
| Conning Inc. | 6,065 | $7.13M | 0.25% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,383 | $6.43M | 0.01% | −969−15.3% | Reduced |
| Knightsbridge Asset Management, LLC | 5,150 | $6.15M | 1.42% | +950+22.6% | Added |
| Jefferies Financial Group Inc. | 5,080 | $6.07M | 0.07% | +664+15.0% | Added |
| Western Asset Management Company, LLC | 4,965 | $5.93M | 9.42% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,957 | $5.92M | 0.01% | +1,465+42.0% | Added |
| Wells Fargo & Company | 4,849 | $5.79M | 0.00% | −37−0.8% | Reduced |
| Camden Asset Management L P | 4,814 | $5.72M | 0.15% | −5,221−52.0% | Reduced |
| Norris Perne & French LLP | 4,776 | $5.70M | 0.41% | −155−3.1% | Reduced |
| Amundi | 4,799 | $5.69M | 0.00% | 00.0% | Unchanged |
| Phraction Management LLC | 4,697 | $5.61M | 1.97% | +92+2.0% | Added |
| Hudson Capital Management LLC | 4,590 | $5.48M | 1.70% | +69+1.5% | Added |
| Mariner, LLC | 3,832 | $4.58M | 0.01% | +201+5.5% | Added |
| Bessemer Group Inc | 3,787 | $4.52M | 0.01% | −1,011−21.1% | Reduced |
| CI Private Wealth, LLC | 3,778 | $4.51M | 0.01% | −166−4.2% | Reduced |
| Spectrum Asset Management, Inc. | 3,532 | $4.22M | 4.15% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,491 | $4.17M | 0.02% | −66−1.9% | Reduced |
| LM Advisors LLC | 3,442 | $4.11M | 0.74% | +20+0.6% | Added |
| Laffer Tengler Investments | 3,380 | $4.02M | 0.79% | +92+2.8% | Added |
| Edgemoor Investment Advisors, Inc. | 3,363 | $4.02M | 0.35% | −136−3.9% | Reduced |
| American Century Companies Inc | 3,345 | $3.99M | 0.00% | +234+7.5% | Added |
| Goldman Sachs Group Inc | 3,280 | $3.92M | 0.00% | 00.0% | Unchanged |
| AEGON USA Investment Management, LLC | – | $3.88M | 2.98% | – | – |
| Icon Advisers Inc | 3,189 | $3.81M | 0.86% | +3,189 | New |
| Envestnet Asset Management Inc | 3,153 | $3.77M | 0.00% | +90+2.9% | Added |
| Keystone Financial Group | 3,128 | $3.74M | 0.37% | +509+19.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,052 | $3.65M | 0.21% | −50−1.6% | Reduced |
| HRT Financial LP | 3,042 | $3.63M | 0.02% | +3,042 | New |
| Cambridge Investment Research Advisors, Inc. | 2,807 | $3.35M | 0.01% | −55−1.9% | Reduced |
| Janney Montgomery Scott LLC | 2,697 | $3.22M | 0.01% | −114−4.1% | Reduced |
| Whalerock Point Partners, LLC | 2,675 | $3.19M | 0.74% | −175−6.1% | Reduced |
| Seven Springs Wealth Group, LLC | 2,656 | $3.17M | 1.18% | +105+4.1% | Added |
| Agf Management Ltd | 2,300 | $2.75M | 0.01% | 00.0% | Unchanged |
| Calamos Advisors LLC | 2,158 | $2.58M | 0.01% | −26−1.2% | Reduced |
| Neuberger Berman Group LLC | 2,138 | $2.55M | 0.00% | +30+1.4% | Added |
| Summitry LLC | 2,056 | $2.46M | 0.12% | −49−2.3% | Reduced |
| Montag A & Associates Inc | 1,944 | $2.32M | 0.11% | +85+4.6% | Added |
| RMB Capital Management, LLC | 1,928 | $2.30M | 0.05% | +210+12.2% | Added |
| CIBC Private Wealth Group, LLC | 1,940 | $2.30M | 0.00% | 00.0% | Unchanged |
| CSM Advisors, LLC | 1,750 | $2.09M | 0.10% | 00.0% | Unchanged |
| McHugh Group, LLC | 1,664 | $1.99M | 1.48% | +1,664 | New |
| Macquarie Group Ltd | 1,558 | $1.85M | 0.00% | – | – |
| Bryn Mawr Trust Co | 1,537 | $1.84M | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 1,492 | $1.78M | 0.02% | −9−0.6% | Reduced |
| Truist Financial Corp | 1,490 | $1.78M | 0.00% | +2+0.1% | Added |
| Wittenberg Investment Management, Inc. | 1,403 | $1.68M | 0.66% | −924−39.7% | Reduced |
| JPMorgan Chase & Co | 1,388 | $1.66M | 0.00% | +271+24.3% | Added |
| Magnus Financial Group LLC | 1,381 | $1.65M | 0.16% | −112−7.5% | Reduced |
| National Bank of Canada | 1,370 | $1.64M | 0.00% | +122+9.8% | Added |
| Schnieders Capital Management LLC | 1,358 | $1.62M | 0.32% | −20−1.5% | Reduced |
| Cresset Asset Management, LLC | 1,245 | $1.49M | 0.01% | +975+361.1% | Added |
| Paradigm Capital Management, LLC | 1,238 | $1.48M | 1.38% | +542+77.9% | Added |
| SEI Investments Co | 1,204 | $1.44M | 0.00% | +49+4.2% | Added |
| Bowie Capital Management, LLC | 1,200 | $1.43M | 0.08% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 1,158 | $1.40M | 0.01% | +6+0.5% | Added |