Skip to main content
Livermore
Livermore
ZHEN

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; 2,882 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, 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
2,564
+360 vs. Q3 2024
Shares held
2.53B
+5.75M (+0.2%) vs. Q3 2024
Total value
$177.5B
+$35.0B (+24.6%) vs. Q3 2024
New holders
458
830 more added
Sold out
98
940 more reduced

44 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 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.

Institutional holdersQ4 2024: 2,564 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,882 institutions
Value heldQ4 2024: $177.5B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,882$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2024.

Institutions holding WFC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Deane Retirement Strategies, Inc.2$1400.00%00.0%Unchanged
Westend Capital Management, LLC2$1590.00%00.0%Unchanged
One River Asset Management, LLC3$2120.00%−3,733−99.9%Reduced
Sugar Maple Asset Management, LLC5$3510.00%+5New
Copia Wealth Management6$4210.00%+6New
GoalVest Advisory LLC15$1.05K0.00%00.0%Unchanged
Mainstream Capital Management LLC17$1.19K0.00%+17New
Activest Wealth Management20$1.41K0.00%−1,180−98.3%Reduced
Human Investing LLC21$1.48K0.00%+21New
NBC Securities, Inc.24$1.70K0.16%−24,381−99.9%Reduced
Chesapeake Asset Management LLC25$1.76K0.00%00.0%Unchanged
Toth Financial Advisory Corp28$1.97K0.00%00.0%Unchanged
North Ridge Wealth Advisors, Inc.30$2.11K0.00%+30New
WestEnd Advisors, LLC33$2.32K0.00%+7+26.9%Added
Parkworth Wealth Management, Inc.33$2.32K0.00%+33New
Bullock Wealth Management Group34$2.40K0.00%+31+1,033.3%Added
Noble Wealth Management PBC42$2.95K0.00%+42New
Columbia Asset Management43$3.02K0.00%+43New
Parallax Volatility Advisers, L.P.46$3.23K0.00%+46New
Old Second National Bank of Aurora51$3.58K0.00%+51New
Olistico Wealth, LLC55$3.86K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC55$3.86K0.00%+55New
AlphaMark Advisors, LLC50$4.00K0.00%00.0%Unchanged
Marquette Asset Management, LLC58$4.07K0.00%00.0%Unchanged
Delta Accumulation, LLC73$4.12K0.03%00.0%Unchanged
ZRC Wealth Management, LLC60$4.21K0.00%00.0%Unchanged
Ridgewood Investments LLC62$4.36K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC68$4.78K0.00%00.0%Unchanged
Aspect Partners, LLC70$4.92K0.00%00.0%Unchanged
TD Capital Management LLC71$5.01K0.00%+71New
Center for Financial Planning, Inc.74$5.20K0.00%00.0%Unchanged
Winnow Wealth LLC77$5.41K0.01%+77New
Mattson Financial Services, LLC100$5.65K0.00%−319−76.1%Reduced
Motco82$5.76K0.00%−1,000−92.4%Reduced
Principia Wealth Advisory, LLC84$5.90K0.01%+84New
PayPay Securities Corp87$6.11K0.27%−13−13.0%Reduced
Provenance Wealth Advisors, LLC89$6.25K0.00%00.0%Unchanged
Burkett Financial Services, LLC90$6.32K0.00%+1+1.1%Added
TFC Financial Management93$6.53K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.95$6.67K0.00%+45+90.0%Added
Horizon Financial Services, LLC97$6.81K0.00%00.0%Unchanged
WealthTrak Capital Management LLC97$6.81K0.01%+97New
Wingate Wealth Advisors, Inc.99$6.95K0.01%+99New
Live Oak Investment Partners–$7.02K0.01%––
Hopwood Financial Services, Inc.100$7.02K0.01%+100New
Eukles Asset Management101$7.09K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.105$7.34K0.00%+1+1.0%Added
Darwin Advisors, LLC107$7.55K0.00%−1−0.9%Reduced
Granite FO LLC108$7.59K0.00%00.0%Unchanged
Friedenthal Financial108$7.59K0.00%+108New
Criterion Capital Advisors, LLC132$7.84K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC113$7.94K0.00%00.0%Unchanged
Nova Wealth Management, Inc.113$7.94K0.01%+113New
Capital A Wealth Management, LLC116$8.15K0.01%+116New
Insight Financial Services118$8.29K0.01%00.0%Unchanged
Morse Asset Management, Inc120$8.40K0.00%−8,494−98.6%Reduced
Ogorek Anthony Joseph142$9.00K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC132$9.32K0.01%+132New
Broadwater Capital Management LLC133$9.34K0.01%00.0%Unchanged
Atlas Capital Advisors LLC136$9.55K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC144$10.1K0.00%−16−10.0%Reduced
Synergy Investment Management, LLC144$10.1K0.00%+144New
Riggs Asset Managment Co. Inc.144$10.1K0.00%00.0%Unchanged
FLP Wealth Management, LLC145$10.2K0.03%+145New
SWAN Capital LLC150$10.5K0.01%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC150$10.5K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC152$10.7K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.153$10.7K0.01%+153New
Tanglewood Legacy Advisors, LLC155$10.9K0.00%00.0%Unchanged
Nordwand Advisors, LLC160$11.2K0.00%00.0%Unchanged
Wolff Wiese Magana LLC160$11.2K0.01%−60−27.3%Reduced
Legacy Investment Solutions, LLC140$11.3K0.01%00.0%Unchanged
Legacy Wealth Managment, LLC140$11.3K0.01%00.0%Unchanged
Castleview Partners, LLC168$11.8K0.01%+168New
Harbor Capital Advisors, Inc.173$12.0K0.00%−11−6.0%Reduced
Oliver Lagore Vanvalin Investment Group175$12.3K0.00%−75−30.0%Reduced
Pinney & Scofield, Inc.181$12.7K0.01%+181New
Anfield Capital Management, LLC189$13.3K0.00%00.0%Unchanged
Albion Financial Group190$13.3K0.00%+123+183.6%Added
Global Wealth Strategies & Associates193$13.6K0.00%00.0%Unchanged
Princeton Global Asset Management LLC200$14.0K0.00%+1+0.5%Added
Consultiva Wealth Management, Corp.207$14.5K0.07%+207New
Newbridge Financial Services Group, Inc.225$15.8K0.00%+225New
Kiely Wealth Advisory Group, Inc.200$15.8K0.01%00.0%Unchanged
Kozak & Associates, Inc.223$15.9K0.00%+2+0.9%Added
Financial Connections Group, Inc.241$16.0K0.01%00.0%Unchanged
Holos Integrated Wealth LLC232$16.3K0.01%+232New
PrairieView Partners, LLC245$17.0K0.00%−994−80.2%Reduced
Stephens Consulting, LLC256$18.0K0.00%−99−27.9%Reduced
Horizon Bancorp Inc255$18.0K0.01%00.0%Unchanged
Coston, McIsaac & Partners260$18.0K0.01%00.0%Unchanged
Copeland Capital Management, LLC258$18.1K0.00%+258New
CGC Financial Services, LLC280$19.7K0.01%00.0%Unchanged
Bridge Generations Wealth Management LLC280$19.7K0.01%+280New
Breakwater Investment Management288$20.2K0.01%00.0%Unchanged
Conquis Financial LLC296$20.8K0.02%+296New
Westside Investment Management, Inc.300$21.1K0.00%00.0%Unchanged
Berbice Capital Management LLC300$21.1K0.02%+300New
Retirement Wealth Solutions LLC302$21.1K0.02%+302New
Investment Management Corp302$21.2K0.02%+302New