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 |
|---|---|---|---|---|---|
| Cove Private Wealth, LLC | 1,169 | $1.40M | 0.84% | 00.0% | Unchanged |
| Marathon Capital Management | 1,157 | $1.38M | 0.35% | −16−1.4% | Reduced |
| Schroder Investment Management Group | 1,164 | $1.37M | 0.00% | −189−14.0% | Reduced |
| Chilton Investment Co LLC | 1,144 | $1.37M | 0.04% | +905+378.7% | Added |
| JT Stratford LLC | 1,107 | $1.32M | 0.22% | +268+31.9% | Added |
| Apollon Financial, LLC | 1,107 | $1.32M | 0.33% | +1,107 | New |
| Graypoint LLC | 1,074 | $1.28M | 0.08% | −243−18.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,056 | $1.26M | 0.00% | −99−8.6% | Reduced |
| StoneX Group Inc. | 1,010 | $1.21M | 0.07% | +31+3.2% | Added |
| D.A. Davidson & Co. | 1,001 | $1.20M | 0.01% | +57+6.0% | Added |
| Ameriprise Financial Inc | 932 | $1.11M | 0.00% | −63−6.3% | Reduced |
| Founders Capital Management, LLC | 930 | $1.11M | 0.19% | −61−6.2% | Reduced |
| LexAurum Advisors, LLC | 922 | $1.10M | 0.22% | +53+6.1% | Added |
| Central Pacific Bank - Trust Division | 897 | $1.07M | 0.14% | −80−8.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 887 | $1.05M | 0.25% | 00.0% | Unchanged |
| First Foundation Advisors | 871 | $1.04M | 0.04% | −435−33.3% | Reduced |
| US Bancorp | 857 | $1.02M | 0.00% | −123−12.6% | Reduced |
| Scotia Capital Inc. | 834 | $996.1K | 0.01% | +15+1.8% | Added |
| Chicago Partners Investment Group LLC | 813 | $963.7K | 0.03% | −4−0.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 774 | $924.4K | 0.82% | +12+1.6% | Added |
| Sequoia Financial Advisors, LLC | 754 | $900.5K | 0.01% | −225−23.0% | Reduced |
| Seelaus Asset Management LLC | 744 | $888.6K | 0.81% | −89−10.7% | Reduced |
| Van Hulzen Asset Management, LLC | 720 | $860.2K | 0.06% | −17−2.3% | Reduced |
| HighTower Advisors, LLC | 715 | $854.2K | 0.00% | −983−57.9% | Reduced |
| NewEdge Wealth, LLC | 673 | $803.8K | 0.01% | −17−2.5% | Reduced |
| Pennsylvania Capital Management Inc | 660 | $788.2K | 0.27% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 658 | $785.9K | 0.28% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 650 | $776.3K | 0.00% | −71−9.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 648 | $773.9K | 0.03% | −17−2.6% | Reduced |
| Chilton Capital Management LLC | 647 | $772.7K | 0.03% | −15−2.3% | Reduced |
| First Hawaiian Bank | 644 | $769.1K | 0.02% | −5−0.8% | Reduced |
| Searle & Co. | 637 | $760.8K | 0.22% | +637 | New |
| Islay Capital Management, LLC | 635 | $758.4K | 0.53% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 81,935 | $754.9K | 0.02% | −80.0% | Reduced |
| Coordinated Financial Services, Inc. | 626 | $747.8K | 0.58% | +626 | New |
| Bowman & Co S.C. | 600 | $718.0K | 0.37% | +2+0.3% | Added |
| Ieq Capital, LLC | 577 | $689.1K | 0.01% | −10−1.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 556 | $669.7K | 0.01% | +268+93.1% | Added |
| International Assets Investment Management, LLC | 552 | $661.8K | 0.06% | +552 | New |
| Wedbush Securities Inc | 547 | $653.0K | 0.02% | −60−9.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 540 | $644.9K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 526 | $628.2K | 0.05% | +198+60.4% | Added |
| Pathway Financial Advisers, LLC | 508 | $606.7K | 0.20% | +2+0.4% | Added |
| Barclays PLC | 508 | $606.7K | 0.00% | +508 | New |
| Ingalls & Snyder LLC | 503 | $601.0K | 0.02% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 503 | $600.7K | 0.24% | −1−0.2% | Reduced |
| Wambolt & Associates, LLC | 480 | $573.4K | 0.18% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 469 | $560.1K | 0.19% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 465 | $555.4K | 0.12% | +465 | New |
| Cetera Investment Advisers | 460 | $549.4K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $530.3K | 0.09% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 439 | $524.3K | 0.07% | 00.0% | Unchanged |
| F/M Investments LLC | 439 | $524.1K | 0.02% | +439 | New |
| Wealth Enhancement Advisory Services, LLC | 435 | $519.2K | 0.00% | +159+57.6% | Added |
| Resources Investment Advisors, LLC. | 424 | $506.4K | 0.01% | +8+1.9% | Added |
| AlphaCore Capital LLC | 409 | $488.5K | 0.11% | −96−19.0% | Reduced |
| Creative Planning | 409 | $488.0K | 0.00% | −3−0.7% | Reduced |
| UBS Asset Management Americas Inc | 400 | $477.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 376 | $455.0K | 0.00% | +290+337.2% | Added |
| Black Swift Group, LLC | 370 | $441.9K | 0.09% | 00.0% | Unchanged |
| Comerica Bank | 364 | $434.7K | 0.00% | −52−12.5% | Reduced |
| Blair William & Co | 342 | $408.5K | 0.00% | −7−2.0% | Reduced |
| Smith, Moore & Co. | 320 | $382.2K | 0.03% | +10+3.2% | Added |
| Brown Advisory Inc | 314 | $375.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 314 | $375.0K | 0.00% | +53+20.3% | Added |
| Quest Investment Management LLC | 310 | $368.2K | 0.04% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 303 | $361.9K | 0.18% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 301 | $359.5K | 0.00% | −297−49.7% | Reduced |
| Westshore Wealth, LLC | 301 | $359.5K | 0.15% | 00.0% | Unchanged |
| Michael B. Yongue | 294 | $351.1K | 0.28% | +34+13.1% | Added |
| Newman Dignan & Sheerar, Inc. | 288 | $344.5K | 0.09% | +2+0.7% | Added |
| Stratos Wealth Advisors, LLC | 284 | $339.8K | 0.02% | +7+2.5% | Added |
| Private Trust Co NA | 282 | $337.2K | 0.03% | −44−13.5% | Reduced |
| PFG Investments, LLC | 275 | $328.4K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 275 | $328.4K | 0.00% | +27+10.9% | Added |
| Wolverine Asset Management LLC | 273 | $324.0K | 0.01% | +273 | New |
| Independent Advisor Alliance | 265 | $316.4K | 0.00% | −55−17.2% | Reduced |
| Captrust Financial Advisors | 262 | $312.9K | 0.00% | −10−3.7% | Reduced |
| RSM US Wealth Management LLC | 260 | $309.6K | 0.00% | +1+0.4% | Added |
| 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 |
| Edge Capital Group, LLC | 220,705 | $292.6K | 0.01% | +220,705 | New |
| Crew Capital Management, Ltd. | 235 | $280.7K | 0.23% | −150−39.0% | Reduced |
| IFG Advisory, LLC | 211 | $252.4K | 0.01% | +211 | New |
| Kovack Advisors, Inc. | 209 | $249.6K | 0.02% | +15+7.7% | 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 |
| Simplicity Wealth,LLC | 200 | $238.9K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 200 | $238.9K | 0.00% | +132+194.1% | Added |
| Strategic Advisors LLC | 196 | $234.1K | 0.04% | +32+19.5% | Added |
| Ameritas Advisory Services, LLC | 195 | $232.9K | 0.01% | +195 | New |
| CNH Partners LLC | 190 | $226.4K | 0.01% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 185 | $225.3K | 0.06% | +13+7.6% | Added |
| Montecito Bank & Trust | 185 | $219.7K | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 175 | $209.0K | 0.00% | −14−7.4% | Reduced |
| Financial Advocates Investment Management | 175 | $208.6K | 0.01% | +3+1.7% | Added |
| Oppenheimer Asset Management Inc. | 171 | $204.2K | 0.00% | −12−6.6% | Reduced |
| GWM Advisors LLC | 170 | $203.0K | 0.00% | −5−2.9% | Reduced |