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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 145 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $2.39K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $2.39K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3 | $3.52K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3 | $3.58K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $3.58K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $3.58K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 5 | $5.97K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $5.97K | 0.00% | −2−28.6% | Reduced |
| Center for Financial Planning, Inc. | 5 | $5.97K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 5 | $5.97K | 0.01% | +5 | New |
| GHP Investment Advisors, Inc. | 6 | $7.17K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $7.17K | 0.00% | +6 | New |
| Activest Wealth Management | 7 | $8.36K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 9 | $10.7K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10 | $11.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $11.9K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10 | $11.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $12.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $15.5K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 15 | $17.9K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15 | $17.9K | 0.00% | +15 | New |
| Geneos Wealth Management Inc. | 20 | $23.9K | 0.00% | −3−13.0% | Reduced |
| Capital Investment Advisory Services, LLC | 20 | $23.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $23.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $28.4K | 0.00% | +1+4.3% | Added |
| Albion Financial Group | 25 | $29.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 25 | $29.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 25 | $29.9K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 25 | $29.9K | 0.03% | +25 | New |
| Synergy Financial Management, LLC | 26 | $33.3K | 0.00% | +26 | New |
| Union Savings Bank | 32 | $38.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 33 | $39.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 36 | $43.0K | 0.00% | −35−49.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 39 | $46.3K | 0.01% | +1+2.6% | Added |
| Logan Capital Management Inc | 44 | $51.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 45 | $53.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 48 | $57.3K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 50 | $59.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 55 | $65.7K | 0.00% | −46−45.5% | Reduced |
| IFP Advisors, Inc | 55 | $65.7K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 59 | $70.5K | 0.01% | +59 | New |
| MAI Capital Management | 61 | $72.9K | 0.00% | +61 | New |
| Virtus Investment Advisers, Inc. | 66 | $78.8K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 66 | $79.0K | 0.00% | −14−17.5% | Reduced |
| Park Square Financial Group, LLC | 67 | $80.0K | 0.06% | +67 | New |
| Ronald Blue Trust, Inc. | 78 | $93.2K | 0.00% | +20+34.5% | Added |
| Fifth Third Bancorp | 81 | $96.7K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 90 | $107.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 84 | $107.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 91 | $108.7K | 0.02% | +91 | New |
| Powell Investment Advisors, LLC | 100 | $119.4K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 103 | $123.0K | 0.00% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 115 | $135.1K | 0.16% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $179.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $179.1K | 0.00% | +49+48.5% | Added |
| Bank of Montreal | 156 | $186.5K | 0.00% | −114−42.2% | Reduced |
| Riverview Trust Co | 167 | $199.4K | 0.18% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 169 | $201.8K | 0.04% | −176−51.0% | Reduced |
| GWM Advisors LLC | 170 | $203.0K | 0.00% | −5−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 171 | $204.2K | 0.00% | −12−6.6% | Reduced |
| Financial Advocates Investment Management | 175 | $208.6K | 0.01% | +3+1.7% | Added |
| Cerity Partners LLC | 175 | $209.0K | 0.00% | −14−7.4% | Reduced |
| Montecito Bank & Trust | 185 | $219.7K | 0.04% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 185 | $225.3K | 0.06% | +13+7.6% | Added |
| CNH Partners LLC | 190 | $226.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 195 | $232.9K | 0.01% | +195 | New |
| Strategic Advisors LLC | 196 | $234.1K | 0.04% | +32+19.5% | Added |
| Simplicity Wealth,LLC | 200 | $238.9K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 200 | $238.9K | 0.00% | +132+194.1% | Added |
| Avantax Advisory Services, Inc. | 206 | $246.0K | 0.00% | −5−2.4% | Reduced |
| HB Wealth Management, LLC | 206 | $246.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 206 | $246.0K | 0.00% | +54+35.5% | Added |
| Kovack Advisors, Inc. | 209 | $249.6K | 0.02% | +15+7.7% | Added |
| IFG Advisory, LLC | 211 | $252.4K | 0.01% | +211 | New |
| Crew Capital Management, Ltd. | 235 | $280.7K | 0.23% | −150−39.0% | Reduced |
| Edge Capital Group, LLC | 220,705 | $292.6K | 0.01% | +220,705 | New |
| Gabelli & Co Investment Advisers, Inc. | 250 | $298.6K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 250 | $298.6K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $298.6K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 260 | $309.6K | 0.00% | +1+0.4% | Added |
| Captrust Financial Advisors | 262 | $312.9K | 0.00% | −10−3.7% | Reduced |
| Independent Advisor Alliance | 265 | $316.4K | 0.00% | −55−17.2% | Reduced |
| Wolverine Asset Management LLC | 273 | $324.0K | 0.01% | +273 | New |
| PFG Investments, LLC | 275 | $328.4K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 275 | $328.4K | 0.00% | +27+10.9% | Added |
| Private Trust Co NA | 282 | $337.2K | 0.03% | −44−13.5% | Reduced |
| Stratos Wealth Advisors, LLC | 284 | $339.8K | 0.02% | +7+2.5% | Added |
| Newman Dignan & Sheerar, Inc. | 288 | $344.5K | 0.09% | +2+0.7% | Added |
| Michael B. Yongue | 294 | $351.1K | 0.28% | +34+13.1% | Added |
| Susquehanna International Group, LLP | 301 | $359.5K | 0.00% | −297−49.7% | Reduced |
| Westshore Wealth, LLC | 301 | $359.5K | 0.15% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 303 | $361.9K | 0.18% | 00.0% | Unchanged |
| Quest Investment Management LLC | 310 | $368.2K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 314 | $375.0K | 0.00% | +53+20.3% | Added |
| Brown Advisory Inc | 314 | $375.0K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 320 | $382.2K | 0.03% | +10+3.2% | Added |
| Blair William & Co | 342 | $408.5K | 0.00% | −7−2.0% | Reduced |
| Comerica Bank | 364 | $434.7K | 0.00% | −52−12.5% | Reduced |
| Black Swift Group, LLC | 370 | $441.9K | 0.09% | 00.0% | Unchanged |