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; 2,883 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 6,700 | $470.6K | 0.17% | −6,925−50.8% | Reduced |
| Simmons Bank | 6,701 | $470.7K | 0.03% | −100−1.5% | Reduced |
| Wealth Management Partners, LLC | 6,714 | $471.6K | 0.20% | −309−4.4% | Reduced |
| New Wave Wealth Advisors LLC | 6,718 | $471.9K | 0.19% | −338−4.8% | Reduced |
| Concord Asset Management, LLC | 6,721 | $472.1K | 0.10% | +1,542+29.8% | Added |
| Pines Wealth Management, LLC | 6,764 | $473.2K | 0.21% | +6,764 | New |
| J.Safra Asset Management Corp | 6,725 | $473.5K | 0.04% | +2,725+68.1% | Added |
| Bouchey Financial Group Ltd | 6,742 | $473.5K | 0.04% | −159−2.3% | Reduced |
| Drexel Morgan & Co. | 6,747 | $473.9K | 0.10% | 00.0% | Unchanged |
| KWB Wealth | 8,390 | $473.9K | 0.06% | +33+0.4% | Added |
| Wayfinding Financial, LLC | 6,754 | $474.0K | 0.25% | +6,754 | New |
| Atlas Brown,Inc. | 6,753 | $474.3K | 0.16% | +55+0.8% | Added |
| Titleist Asset Management, LLC | 6,770 | $475.5K | 0.05% | −596−8.1% | Reduced |
| Sequent Asset Management, LLC | 6,795 | $477.3K | 0.23% | −42−0.6% | Reduced |
| LBMC Investment Advisors, LLC | 6,797 | $477.5K | 0.04% | 00.0% | Unchanged |
| Cowa, LLC | 6,800 | $477.6K | 0.22% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,808 | $478.2K | 0.02% | +679+11.1% | Added |
| Aull & Monroe Investment Management Corp | 6,840 | $480.4K | 0.24% | −1,427−17.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,853 | $481.4K | 0.06% | +478+7.5% | Added |
| RD Lewis Holdings, Inc. | 5,968 | $481.4K | 0.53% | +5,968 | New |
| Piscataqua Savings Bank | 6,862 | $482.0K | 0.41% | −53−0.8% | Reduced |
| Ssi Investment Management LLC | 6,865 | $482.2K | 0.04% | −7−0.1% | Reduced |
| Means Investment Co., Inc. | 6,866 | $482.3K | 0.05% | +18+0.3% | Added |
| HHM Wealth Advisors, LLC | 6,896 | $484.4K | 0.07% | −752−9.8% | Reduced |
| Great Waters Wealth Management | 6,925 | $486.4K | 0.06% | +86+1.3% | Added |
| Flputnam Investment Management Co | 6,926 | $486.5K | 0.01% | +966+16.2% | Added |
| Founders Financial Alliance, LLC | 6,935 | $487.1K | 0.13% | +75+1.1% | Added |
| LRI Investments, LLC | 6,936 | $487.2K | 0.05% | −257−3.6% | Reduced |
| LVW Advisors, LLC | 6,942 | $487.6K | 0.06% | −1,289−15.7% | Reduced |
| SNS Financial Group, LLC | 6,966 | $489.3K | 0.05% | −729−9.5% | Reduced |
| Schulhoff & Co Inc | 6,977 | $490.1K | 0.22% | +20.0% | Added |
| Washington Trust Advisors, Inc. | 6,987 | $490.8K | 0.04% | +169+2.5% | Added |
| Kearns & Associates LLC | 7,000 | $491.7K | 0.32% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,011 | $492.4K | 0.10% | +20.0% | Added |
| BancorpSouth Bank | 7,011 | $492.5K | 0.03% | −39−0.6% | Reduced |
| Thompson Investment Management, Inc. | 7,012 | $492.5K | 0.07% | −1,036−12.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,356 | $492.7K | 0.00% | +2,103+49.4% | Added |
| MONECO Advisors, LLC | 7,018 | $492.9K | 0.05% | +134+1.9% | Added |
| Global Assets Advisory, LLC | 7,051 | $494.9K | 0.27% | −627−8.2% | Reduced |
| John W. Brooker & Co., CPAs | 7,075 | $496.9K | 0.21% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 7,095 | $498.4K | 0.14% | +1,321+22.9% | Added |
| Intrua Financial, LLC | 7,101 | $498.8K | 0.08% | −4,243−37.4% | Reduced |
| S.A. Mason LLC | 7,103 | $498.9K | 0.26% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 8,829 | $499.0K | 0.45% | 00.0% | Unchanged |
| New Hampshire Trust | 7,105 | $499.1K | 0.11% | 00.0% | Unchanged |
| Verum Partners LLC | 7,119 | $500.0K | 0.14% | −2,639−27.0% | Reduced |
| Oxford Asset Management LLP | 7,131 | $500.9K | 0.22% | +7,131 | New |
| Brown, Lisle/Cummings, Inc. | 7,143 | $501.7K | 0.15% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 7,150 | $502.2K | 0.09% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 7,152 | $502.4K | 0.11% | +36+0.5% | Added |
| Waddell & Associates, LLC | 7,153 | $502.4K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7,164 | $503.2K | 0.09% | +20.0% | Added |
| Wealthstream Advisors, Inc. | 7,179 | $504.3K | 0.09% | +981+15.8% | Added |
| Kathleen S. Wright Associates Inc. | 7,075 | $505.3K | 0.21% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 7,196 | $505.4K | 0.27% | 00.0% | Unchanged |
| Everpar Advisors LLC | 7,200 | $505.7K | 0.25% | −737−9.3% | Reduced |
| Alpha Family Trust | 7,220 | $507.1K | 0.28% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 7,233 | $508.1K | 0.02% | −230−3.1% | Reduced |
| Capital Advantage, Inc. | 7,235 | $508.2K | 0.09% | +7,235 | New |
| Holistic Planning, LLC | 7,238 | $508.4K | 0.18% | −91−1.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,248 | $509.1K | 0.04% | −541−6.9% | Reduced |
| Weaver Consulting Group | 7,258 | $509.8K | 0.16% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 7,275 | $511.0K | 0.34% | 00.0% | Unchanged |
| Brueske Advisory Services, LLC | 7,280 | $511.3K | 0.45% | +7,280 | New |
| Baker Tilly Wealth Management, LLC | 7,286 | $511.8K | 0.20% | −1,362−15.7% | Reduced |
| North Berkeley Wealth Management, LLC | 7,292 | $512.2K | 0.52% | +7,292 | New |
| Texas Capital Bancshares Inc | 7,297 | $512.5K | 0.21% | −1,662−18.6% | Reduced |
| Sunflower Bank, N.A. | 7,309 | $513.4K | 0.14% | +547+8.1% | Added |
| Wood Tarver Financial Group, LLC | 7,327 | $514.0K | 0.17% | +7,327 | New |
| Delta Investment Management, LLC | 7,320 | $514.2K | 0.10% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 7,335 | $515.0K | 0.17% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 7,338 | $515.4K | 0.04% | −91−1.2% | Reduced |
| Financial Insights, Inc. | 7,350 | $516.3K | 0.19% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 7,350 | $516.3K | 0.05% | +1,867+34.1% | Added |
| Alteri Wealth LLC | 7,386 | $518.8K | 0.14% | +7,386 | New |
| Venturi Wealth Management, LLC | 7,388 | $518.9K | 0.03% | +4,615+166.4% | Added |
| Bridge Creek Capital Management LLC | 7,400 | $519.8K | 0.16% | 00.0% | Unchanged |
| Spinnaker Trust | 7,407 | $520.3K | 0.03% | +130+1.8% | Added |
| Nilsine Partners, LLC | 7,408 | $520.3K | 0.06% | −265−3.5% | Reduced |
| Campion Asset Management LLC | 7,415 | $520.8K | 0.39% | −170−2.2% | Reduced |
| Fortitude Family Office, LLC | 7,447 | $523.1K | 0.19% | +535+7.7% | Added |
| Patten & Patten Inc | 7,451 | $523.4K | 0.03% | +262+3.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $523.4K | 0.08% | +7,452 | New |
| Thrive Wealth Management, LLC | 7,453 | $523.5K | 0.09% | −21−0.3% | Reduced |
| Congress Wealth Management LLC | 7,452 | $523.6K | 0.01% | +1,091+17.2% | Added |
| one8zero8, LLC | 7,485 | $525.7K | 0.11% | +7,485 | New |
| STAR Financial Bank | 7,486 | $525.8K | 0.38% | −353−4.5% | Reduced |
| Sound Income Strategies, LLC | 7,499 | $526.7K | 0.03% | +1,075+16.7% | Added |
| WealthShield Partners, LLC | 7,512 | $527.7K | 0.07% | −2,251−23.1% | Reduced |
| Mosaic Financial Group, LLC | 7,517 | $528.0K | 0.38% | −186−2.4% | Reduced |
| E&G Advisors, LP | 7,520 | $528.2K | 0.14% | +986+15.1% | Added |
| TCTC Holdings, LLC | 7,525 | $528.5K | 0.02% | +152+2.1% | Added |
| Evoke Wealth, LLC | 7,531 | $529.0K | 0.01% | +1,341+21.7% | Added |
| Advyzon Investment Management, LLC | 7,541 | $529.7K | 0.20% | +7,541 | New |
| Keystone Financial Group | 7,522 | $529.8K | 0.05% | −1,964−20.7% | Reduced |
| DKM Wealth Management, Inc. | 7,565 | $531.4K | 0.50% | +7,565 | New |
| Fort Point Capital Partners LLC | 7,593 | $533.3K | 0.06% | −957−11.2% | Reduced |
| Connecticut Wealth Management, LLC | 7,601 | $533.9K | 0.03% | +113+1.5% | Added |
| Howe & Rusling Inc | 7,608 | $534.4K | 0.05% | +2,654+53.6% | Added |
| Cape Investment Advisory, Inc. | 7,608 | $534.4K | 0.21% | +605+8.6% | Added |