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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 7,619 | $535.2K | 0.09% | −786−9.4% | Reduced |
| Advisor OS, LLC | 7,628 | $535.8K | 0.06% | +2,972+63.8% | Added |
| Icon Wealth Advisors, LLC | 7,628 | $535.8K | 0.04% | −1,032−11.9% | Reduced |
| Fairview Capital Investment Management, LLC | 7,655 | $537.7K | 0.03% | −600−7.3% | Reduced |
| Sky Investment Group LLC | 7,700 | $540.8K | 0.10% | −90−1.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,731 | $543.0K | 0.17% | +40+0.5% | Added |
| Tradewinds Capital Management, LLC | 7,732 | $543.1K | 0.14% | +3,494+82.4% | Added |
| AlphaCore Capital LLC | 7,743 | $543.9K | 0.12% | +66+0.9% | Added |
| PFG Advisors | 7,744 | $543.9K | 0.03% | −94,017−92.4% | Reduced |
| MCF Advisors LLC | 7,748 | $544.2K | 0.04% | +235+3.1% | Added |
| Weil Company, Inc. | 7,809 | $548.5K | 0.19% | 00.0% | Unchanged |
| Doliver Advisors, LP | 7,825 | $549.6K | 0.15% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,837 | $550.5K | 0.32% | −1,200−13.3% | Reduced |
| Institute for Wealth Management, LLC. | 7,845 | $551.1K | 0.07% | −525−6.3% | Reduced |
| Atala Financial Inc | 7,853 | $551.6K | 0.39% | +7,853 | New |
| Confluence Wealth Services, Inc. | 7,150 | $553.6K | 0.04% | +51+0.7% | Added |
| Intrust Bank NA | 7,909 | $555.6K | 0.06% | −488−5.8% | Reduced |
| Sivia Capital Partners, LLC | 7,926 | $556.7K | 0.28% | −51−0.6% | Reduced |
| Grant Private Wealth Management Inc | 7,948 | $558.3K | 0.60% | +7,948 | New |
| Auxano Advisors, LLC | 7,950 | $558.4K | 0.14% | +334+4.4% | Added |
| Maia Wealth LLC | 7,184 | $559.9K | 0.12% | +1,046+17.0% | Added |
| First National Bank | 8,020 | $563.3K | 0.39% | −96−1.2% | Reduced |
| Vermillion Wealth Management, Inc. | 8,047 | $565.2K | 0.29% | +8,047 | New |
| Allen Capital Group, LLC | 8,056 | $565.8K | 0.07% | +792+10.9% | Added |
| Integral Investment Advisors, Inc. | 8,110 | $569.6K | 0.18% | −1,773−17.9% | Reduced |
| Wealth Architects, LLC | 8,127 | $570.8K | 0.06% | −214−2.6% | Reduced |
| Cutler Investment Counsel LLC | 8,136 | $571.5K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 8,137 | $571.5K | 0.04% | −5−0.1% | Reduced |
| Fortress Private Ledger, LLC | 8,196 | $575.7K | 0.35% | +8,196 | New |
| Field & Main Bank | 8,250 | $579.5K | 0.20% | +368+4.7% | Added |
| KG&L Capital Management,LLC | 10,044 | $579.7K | 0.19% | −17,290−63.3% | Reduced |
| Front Street Capital Management, Inc. | 8,255 | $580.0K | 0.10% | −16−0.2% | Reduced |
| Kestra Investment Management, LLC | 8,273 | $581.1K | 0.02% | +703+9.3% | Added |
| Intelligence Driven Advisers, LLC | 8,285 | $581.9K | 0.11% | +106+1.3% | Added |
| Avion Wealth | 8,288 | $582.0K | 0.15% | −5,730−40.9% | Reduced |
| Accurate Wealth Management, LLC | 8,317 | $582.2K | 0.11% | +8,317 | New |
| Ironwood Investment Counsel, LLC | 8,292 | $582.4K | 0.10% | −4,735−36.3% | Reduced |
| Sippican Capital Advisors | 8,293 | $582.5K | 0.42% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 8,300 | $583.0K | 0.01% | +431+5.5% | Added |
| Canandaigua National Bank & Trust Co | 8,329 | $585.0K | 0.06% | −565−6.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,350 | $586.5K | 0.10% | +3,262+64.1% | Added |
| Monetary Management Group Inc | 8,395 | $589.7K | 0.15% | 00.0% | Unchanged |
| Promethium Advisors,llc | 8,404 | $590.3K | 0.40% | −285−3.3% | Reduced |
| BancFirst Trust & Investment Management | 8,385 | $590.4K | 0.26% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 8,418 | $591.3K | 0.02% | −95−1.1% | Reduced |
| Belpointe Asset Management LLC | 10,100 | $591.3K | 0.04% | −800−7.3% | Reduced |
| Northeast Investment Management | 8,420 | $591.4K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8,437 | $592.6K | 0.06% | −1,628−16.2% | Reduced |
| BlueStem Wealth Partners, LLC | 8,473 | $595.1K | 0.08% | +8,473 | New |
| Western Pacific Wealth Management, LP | 8,571 | $602.0K | 0.49% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 8,613 | $605.0K | 0.13% | +19+0.2% | Added |
| Cornerstone Advisory, LLC | 7,568 | $605.3K | 0.07% | +241+3.3% | Added |
| OneAscent Wealth Management LLC | 8,623 | $606.0K | 0.25% | +161+1.9% | Added |
| Sebold Capital Management, Inc. | 8,634 | $606.5K | 0.41% | −533−5.8% | Reduced |
| Nwam LLC | 8,664 | $608.6K | 0.04% | +3,191+58.3% | Added |
| Evermay Wealth Management LLC | 8,665 | $608.6K | 0.09% | −36−0.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,692 | $610.5K | 0.02% | +2,177+33.4% | Added |
| Summa Corp. | 8,700 | $611.1K | 0.30% | 00.0% | Unchanged |
| Triumph Capital Management | 8,702 | $611.2K | 0.21% | −321−3.6% | Reduced |
| Bray Capital Advisors | 8,713 | $612.0K | 0.17% | +5+0.1% | Added |
| Cahill Financial Advisors Inc | 8,723 | $612.7K | 0.08% | −571−6.1% | Reduced |
| Altfest L J & Co Inc | 8,725 | $612.8K | 0.08% | +11+0.1% | Added |
| Advisors Management Group Inc | 8,753 | $615.0K | 0.15% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 8,763 | $615.5K | 0.03% | +603+7.4% | Added |
| Humankind Investments LLC | 8,767 | $615.8K | 0.16% | −2,428−21.7% | Reduced |
| Hudock, Inc. | 8,771 | $616.1K | 0.11% | +8+0.1% | Added |
| Monticello Wealth Management, LLC | 8,782 | $616.9K | 0.05% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 8,800 | $618.1K | 0.14% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 8,800 | $618.1K | 0.02% | +8,800 | New |
| Circle Wealth Management, LLC | 8,849 | $621.6K | 0.01% | −1,104−11.1% | Reduced |
| Financial Advisory Service, Inc. | 8,849 | $621.6K | 0.05% | +42+0.5% | Added |
| Cim Investment Mangement Inc | 8,857 | $622.1K | 0.18% | +40+0.5% | Added |
| ISAM Funds (UK) Ltd | 8,859 | $622.3K | 0.46% | −6,211−41.2% | Reduced |
| Appleton Partners Inc | 8,876 | $623.0K | 0.05% | −231−2.5% | Reduced |
| Spectrum Wealth Counsel, LLC | 8,885 | $624.1K | 0.07% | 00.0% | Unchanged |
| Transce3nd, LLC | 8,874 | $624.6K | 0.21% | +8,874 | New |
| Destination Wealth Management | 8,931 | $627.3K | 0.02% | +4,118+85.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 8,952 | $628.8K | 0.23% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8,953 | $628.9K | 0.07% | +175+2.0% | Added |
| Meridian Wealth Partners, LLC | 8,997 | $631.9K | 0.10% | −33,242−78.7% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 9,004 | $632.0K | 0.24% | +9,004 | New |
| Connective Portfolio Management, LLC | 9,000 | $632.2K | 0.94% | +9,000 | New |
| Tudor Financial Inc. | 9,041 | $635.1K | 0.37% | +761+9.2% | Added |
| Westover Capital Advisors, LLC | 9,047 | $635.5K | 0.14% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 9,057 | $636.1K | 0.39% | +48+0.5% | Added |
| Northstar Financial Companies, Inc. | 9,078 | $637.6K | 0.60% | +9,078 | New |
| Meridian Wealth Management, LLC | 9,105 | $639.5K | 0.03% | +176+2.0% | Added |
| Valley National Advisers Inc | 9,162 | $642.0K | 0.12% | +13+0.1% | Added |
| CFO4Life Group, LLC | 9,174 | $644.4K | 0.11% | +3,042+49.6% | Added |
| Gallacher Capital Management LLC | 9,192 | $645.7K | 0.32% | +902+10.9% | Added |
| Vestmark Advisory Solutions, Inc. | 9,207 | $646.7K | 0.02% | +9,207 | New |
| Onefund, LLC | 9,212 | $647.1K | 0.62% | +264+3.0% | Added |
| Bailard, Inc. | 9,216 | $647.4K | 0.02% | +74+0.8% | Added |
| Transamerica Financial Advisors, Inc. | 9,243 | $650.0K | 0.06% | −301−3.2% | Reduced |
| Koshinski Asset Management, Inc. | 9,310 | $653.9K | 0.06% | +112+1.2% | Added |
| South State Corp. | 9,311 | $654.0K | 0.04% | 00.0% | Unchanged |
| Encompass More Asset Management | 9,312 | $654.1K | 0.22% | +1,605+20.8% | Added |
| Regatta Capital Group, LLC | 9,350 | $656.8K | 0.13% | +111+1.2% | Added |
| Carrera Capital Advisors | 9,360 | $657.5K | 0.15% | −14−0.1% | Reduced |
| Perennial Investment Advisors, LLC | 9,368 | $658.0K | 0.08% | +176+1.9% | Added |