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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 376 | $455.0K | 0.00% | +290+337.2% | Added |
| UBS Asset Management Americas Inc | 400 | $477.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 409 | $488.0K | 0.00% | −3−0.7% | Reduced |
| AlphaCore Capital LLC | 409 | $488.5K | 0.11% | −96−19.0% | Reduced |
| Resources Investment Advisors, LLC. | 424 | $506.4K | 0.01% | +8+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 435 | $519.2K | 0.00% | +159+57.6% | Added |
| F/M Investments LLC | 439 | $524.1K | 0.02% | +439 | New |
| Pekin Hardy Strauss, Inc. | 439 | $524.3K | 0.07% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $530.3K | 0.09% | 00.0% | Unchanged |
| Cetera Investment Advisers | 460 | $549.4K | 0.00% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 465 | $555.4K | 0.12% | +465 | New |
| Fernwood Investment Management, LLC | 469 | $560.1K | 0.19% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 480 | $573.4K | 0.18% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 503 | $600.7K | 0.24% | −1−0.2% | Reduced |
| Ingalls & Snyder LLC | 503 | $601.0K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 508 | $606.7K | 0.20% | +2+0.4% | Added |
| Barclays PLC | 508 | $606.7K | 0.00% | +508 | New |
| Marcum Wealth, LLC | 526 | $628.2K | 0.05% | +198+60.4% | Added |
| Whittier Trust Co of Nevada Inc | 540 | $644.9K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 547 | $653.0K | 0.02% | −60−9.9% | Reduced |
| International Assets Investment Management, LLC | 552 | $661.8K | 0.06% | +552 | New |
| Wiley Bros.-Aintree Capital, LLC | 556 | $669.7K | 0.01% | +268+93.1% | Added |
| Ieq Capital, LLC | 577 | $689.1K | 0.01% | −10−1.7% | Reduced |
| Bowman & Co S.C. | 600 | $718.0K | 0.37% | +2+0.3% | Added |
| Coordinated Financial Services, Inc. | 626 | $747.8K | 0.58% | +626 | New |
| Valeo Financial Advisors, LLC | 81,935 | $754.9K | 0.02% | −80.0% | Reduced |
| Islay Capital Management, LLC | 635 | $758.4K | 0.53% | 00.0% | Unchanged |
| Searle & Co. | 637 | $760.8K | 0.22% | +637 | New |
| First Hawaiian Bank | 644 | $769.1K | 0.02% | −5−0.8% | Reduced |
| Chilton Capital Management LLC | 647 | $772.7K | 0.03% | −15−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 648 | $773.9K | 0.03% | −17−2.6% | Reduced |
| Aristotle Capital Management, LLC | 650 | $776.3K | 0.00% | −71−9.8% | Reduced |
| BOS Asset Management, LLC | 658 | $785.9K | 0.28% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 660 | $788.2K | 0.27% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 673 | $803.8K | 0.01% | −17−2.5% | Reduced |
| HighTower Advisors, LLC | 715 | $854.2K | 0.00% | −983−57.9% | Reduced |
| Van Hulzen Asset Management, LLC | 720 | $860.2K | 0.06% | −17−2.3% | Reduced |
| Seelaus Asset Management LLC | 744 | $888.6K | 0.81% | −89−10.7% | Reduced |
| Sequoia Financial Advisors, LLC | 754 | $900.5K | 0.01% | −225−23.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 774 | $924.4K | 0.82% | +12+1.6% | Added |
| Chicago Partners Investment Group LLC | 813 | $963.7K | 0.03% | −4−0.5% | Reduced |
| Scotia Capital Inc. | 834 | $996.1K | 0.01% | +15+1.8% | Added |
| US Bancorp | 857 | $1.02M | 0.00% | −123−12.6% | Reduced |
| First Foundation Advisors | 871 | $1.04M | 0.04% | −435−33.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 887 | $1.05M | 0.25% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 897 | $1.07M | 0.14% | −80−8.2% | Reduced |
| LexAurum Advisors, LLC | 922 | $1.10M | 0.22% | +53+6.1% | Added |
| Founders Capital Management, LLC | 930 | $1.11M | 0.19% | −61−6.2% | Reduced |
| Ameriprise Financial Inc | 932 | $1.11M | 0.00% | −63−6.3% | Reduced |
| D.A. Davidson & Co. | 1,001 | $1.20M | 0.01% | +57+6.0% | Added |
| StoneX Group Inc. | 1,010 | $1.21M | 0.07% | +31+3.2% | Added |
| Advisor Group Holdings, Inc. | 1,056 | $1.26M | 0.00% | −99−8.6% | Reduced |
| Graypoint LLC | 1,074 | $1.28M | 0.08% | −243−18.5% | Reduced |
| Apollon Financial, LLC | 1,107 | $1.32M | 0.33% | +1,107 | New |
| JT Stratford LLC | 1,107 | $1.32M | 0.22% | +268+31.9% | Added |
| Chilton Investment Co LLC | 1,144 | $1.37M | 0.04% | +905+378.7% | Added |
| Schroder Investment Management Group | 1,164 | $1.37M | 0.00% | −189−14.0% | Reduced |
| Marathon Capital Management | 1,157 | $1.38M | 0.35% | −16−1.4% | Reduced |
| Cove Private Wealth, LLC | 1,169 | $1.40M | 0.84% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 1,158 | $1.40M | 0.01% | +6+0.5% | Added |
| Bowie Capital Management, LLC | 1,200 | $1.43M | 0.08% | 00.0% | Unchanged |
| SEI Investments Co | 1,204 | $1.44M | 0.00% | +49+4.2% | Added |
| Paradigm Capital Management, LLC | 1,238 | $1.48M | 1.38% | +542+77.9% | Added |
| Cresset Asset Management, LLC | 1,245 | $1.49M | 0.01% | +975+361.1% | Added |
| Schnieders Capital Management LLC | 1,358 | $1.62M | 0.32% | −20−1.5% | Reduced |
| National Bank of Canada | 1,370 | $1.64M | 0.00% | +122+9.8% | Added |
| Magnus Financial Group LLC | 1,381 | $1.65M | 0.16% | −112−7.5% | Reduced |
| JPMorgan Chase & Co | 1,388 | $1.66M | 0.00% | +271+24.3% | Added |
| Wittenberg Investment Management, Inc. | 1,403 | $1.68M | 0.66% | −924−39.7% | Reduced |
| Truist Financial Corp | 1,490 | $1.78M | 0.00% | +2+0.1% | Added |
| Everett Harris & Co | 1,492 | $1.78M | 0.02% | −9−0.6% | Reduced |
| Bryn Mawr Trust Co | 1,537 | $1.84M | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,558 | $1.85M | 0.00% | – | – |
| McHugh Group, LLC | 1,664 | $1.99M | 1.48% | +1,664 | New |
| CSM Advisors, LLC | 1,750 | $2.09M | 0.10% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,940 | $2.30M | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,928 | $2.30M | 0.05% | +210+12.2% | Added |
| Montag A & Associates Inc | 1,944 | $2.32M | 0.11% | +85+4.6% | Added |
| Summitry LLC | 2,056 | $2.46M | 0.12% | −49−2.3% | Reduced |
| Neuberger Berman Group LLC | 2,138 | $2.55M | 0.00% | +30+1.4% | Added |
| Calamos Advisors LLC | 2,158 | $2.58M | 0.01% | −26−1.2% | Reduced |
| Agf Management Ltd | 2,300 | $2.75M | 0.01% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 2,656 | $3.17M | 1.18% | +105+4.1% | Added |
| Whalerock Point Partners, LLC | 2,675 | $3.19M | 0.74% | −175−6.1% | Reduced |
| Janney Montgomery Scott LLC | 2,697 | $3.22M | 0.01% | −114−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,807 | $3.35M | 0.01% | −55−1.9% | Reduced |
| HRT Financial LP | 3,042 | $3.63M | 0.02% | +3,042 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 3,052 | $3.65M | 0.21% | −50−1.6% | Reduced |
| Keystone Financial Group | 3,128 | $3.74M | 0.37% | +509+19.4% | Added |
| Envestnet Asset Management Inc | 3,153 | $3.77M | 0.00% | +90+2.9% | Added |
| Icon Advisers Inc | 3,189 | $3.81M | 0.86% | +3,189 | New |
| AEGON USA Investment Management, LLC | – | $3.88M | 2.98% | – | – |
| Goldman Sachs Group Inc | 3,280 | $3.92M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 3,345 | $3.99M | 0.00% | +234+7.5% | Added |
| Edgemoor Investment Advisors, Inc. | 3,363 | $4.02M | 0.35% | −136−3.9% | Reduced |
| Laffer Tengler Investments | 3,380 | $4.02M | 0.79% | +92+2.8% | Added |
| LM Advisors LLC | 3,442 | $4.11M | 0.74% | +20+0.6% | Added |
| Kovitz Investment Group Partners, LLC | 3,491 | $4.17M | 0.02% | −66−1.9% | Reduced |
| Spectrum Asset Management, Inc. | 3,532 | $4.22M | 4.15% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 3,778 | $4.51M | 0.01% | −166−4.2% | Reduced |