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 |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 9,400 | $660.3K | 0.53% | −714−7.1% | Reduced |
| Prentice Wealth Management LLC | 9,426 | $662.1K | 0.19% | +422+4.7% | Added |
| West Bancorporation Inc | 9,450 | $663.8K | 0.44% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 9,454 | $664.0K | 0.25% | +1,082+12.9% | Added |
| Aspen Investment Management Inc | 9,476 | $666.0K | 0.31% | −40.0% | Reduced |
| Investors Research Corp | 9,486 | $666.3K | 0.15% | −3,975−29.5% | Reduced |
| Ausdal Financial Partners, Inc. | 9,494 | $666.9K | 0.06% | +2,785+41.5% | Added |
| Old North State Trust, LLC | 9,491 | $667.0K | 0.42% | −123−1.3% | Reduced |
| Linscomb & Williams, Inc. | 9,504 | $667.5K | 0.03% | +192+2.1% | Added |
| Quadcap Wealth Management, LLC | 9,504 | $667.6K | 0.10% | −41−0.4% | Reduced |
| Sandy Spring Bank | 9,534 | $669.7K | 0.03% | −36−0.4% | Reduced |
| Creekside Partners | 9,537 | $669.9K | 0.35% | 00.0% | Unchanged |
| First PREMIER Bank | 9,539 | $670.0K | 0.17% | −4,576−32.4% | Reduced |
| Providence Capital Advisors, LLC | 9,538 | $670.0K | 0.14% | −1,500−13.6% | Reduced |
| Resonant Capital Advisors, LLC | 9,544 | $670.4K | 0.05% | +1,058+12.5% | Added |
| Monarch Capital Management Inc | 9,555 | $671.1K | 0.18% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 9,591 | $673.7K | 0.43% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,595 | $674.0K | 0.14% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 9,605 | $675.0K | 0.34% | +9,605 | New |
| Van Strum & Towne Inc. | 9,639 | $677.0K | 0.24% | +2,000+26.2% | Added |
| Northwest Bank & Trust Co | 8,908 | $678.5K | 0.50% | +64+0.7% | Added |
| Fundamentun, LLC | 9,666 | $679.0K | 0.04% | +762+8.6% | Added |
| Athena Investment Management | 9,691 | $680.7K | 0.39% | −67−0.7% | Reduced |
| Woodmont Investment Counsel LLC | 9,694 | $680.9K | 0.05% | −811−7.7% | Reduced |
| Radnor Capital Management, LLC | 9,701 | $681.0K | 0.11% | −1,260−11.5% | Reduced |
| Tradewinds, LLC. | 8,570 | $684.0K | 0.19% | −204−2.3% | Reduced |
| Biltmore Family Office, LLC | 9,764 | $685.8K | 0.12% | −84−0.9% | Reduced |
| Main Street Financial Solutions, LLC | 9,786 | $687.4K | 0.07% | −1,795−15.5% | Reduced |
| Core Alternative Capital | 9,803 | $688.6K | 0.14% | −1,598−14.0% | Reduced |
| Iron Horse Wealth Management, LLC | 9,817 | $689.6K | 0.23% | +60+0.6% | Added |
| Bremer Bank National Association | 9,830 | $690.5K | 0.14% | −187−1.9% | Reduced |
| Rockland Trust Co | 9,850 | $691.9K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 9,855 | $692.2K | 0.06% | +3,436+53.5% | Added |
| Quadrant Private Wealth Management, LLC | 9,880 | $694.0K | 0.17% | +460+4.9% | Added |
| Davis R M Inc | 9,884 | $694.2K | 0.01% | +833+9.2% | Added |
| Crux Wealth Advisors | 9,885 | $694.4K | 0.39% | +9,885 | New |
| Platform Technology Partners | 9,886 | $694.4K | 0.21% | −1,511−13.3% | Reduced |
| Beaton Management Co. Inc. | 9,900 | $695.0K | 0.36% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 9,953 | $699.1K | 0.27% | +217+2.2% | Added |
| Monument Capital Management | 9,962 | $699.7K | 0.19% | +78+0.8% | Added |
| Deseret Mutual Benefit Administrators | 9,982 | $701.1K | 0.34% | −441−4.2% | Reduced |
| All Terrain Financial Advisors, LLC | 10,003 | $702.6K | 0.27% | −400−3.8% | Reduced |
| Jacobs & Co | 10,042 | $705.0K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,030 | $705.0K | 0.05% | +5,619+127.4% | Added |
| Kagan Cocozza Asset Management | 10,040 | $705.2K | 0.59% | +10,040 | New |
| PDS Planning, Inc | 10,116 | $710.5K | 0.06% | +173+1.7% | Added |
| Bedel Financial Consulting, Inc. | 8,897 | $712.2K | 0.10% | +1,070+13.7% | Added |
| Tobam | 10,209 | $717.0K | 0.22% | −2,877−22.0% | Reduced |
| Stephenson National Bank & Trust | 10,248 | $719.8K | 0.24% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 10,255 | $720.3K | 0.15% | −1,756−14.6% | Reduced |
| Perennial Advisors, LLC | 10,262 | $720.8K | 0.16% | +10,262 | New |
| G&S Capital LLC | 10,290 | $722.8K | 0.30% | +54+0.5% | Added |
| Webster Bank, N. A. | 10,319 | $724.8K | 0.08% | +431+4.4% | Added |
| Sheets Smith Wealth Management | 10,335 | $725.9K | 0.09% | +80+0.8% | Added |
| SeaBridge Investment Advisors LLC | 10,346 | $726.7K | 0.15% | +4,301+71.1% | Added |
| Tributary Capital Management, LLC | 10,350 | $727.0K | 0.06% | −450−4.2% | Reduced |
| Montecito Bank & Trust | 10,370 | $728.4K | 0.13% | −135−1.3% | Reduced |
| Osborne Partners Capital Management, LLC | 10,401 | $730.6K | 0.04% | −100−1.0% | Reduced |
| Agf Management Ltd | 10,420 | $731.9K | 0.00% | +10,420 | New |
| Alliance Wealth Advisors, LLC | 10,449 | $733.9K | 0.42% | −56−0.5% | Reduced |
| Delta Financial Group, Inc. | 10,468 | $735.0K | 0.17% | +10,468 | New |
| Keel Point, LLC | 10,485 | $736.4K | 0.06% | +2,172+26.1% | Added |
| West Family Investments, Inc. | 10,511 | $738.3K | 0.26% | −147−1.4% | Reduced |
| Atlas Wealth LLC | 10,523 | $739.1K | 0.28% | +10,523 | New |
| Coastal Bridge Advisors, LLC | 10,552 | $741.2K | 0.19% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 10,563 | $741.9K | 0.14% | +50.0% | Added |
| LMG Wealth Partners, LLC | 10,576 | $742.9K | 0.16% | +44+0.4% | Added |
| WealthPlan Investment Management, LLC | 10,606 | $744.9K | 0.07% | +1,572+17.4% | Added |
| First Nebraska Trust Co | 10,615 | $745.6K | 0.07% | 00.0% | Unchanged |
| Hikari Tsushin, Inc. | 10,631 | $746.7K | 0.05% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 10,632 | $746.8K | 0.01% | −757−6.6% | Reduced |
| Flow Traders U.S. LLC | 10,641 | $747.0K | 0.03% | +10,641 | New |
| Papp L Roy & Associates | 10,637 | $747.1K | 0.09% | −4,281−28.7% | Reduced |
| Catalina Capital Group, LLC | 10,669 | $749.4K | 0.25% | +783+7.9% | Added |
| North Forty Two & Co. | 10,680 | $750.2K | 0.87% | +10,680 | New |
| Capital Fund Management S.A. | 10,686 | $750.6K | 0.01% | −1,197,825−99.1% | Reduced |
| Wealth Alliance | 10,688 | $750.7K | 0.09% | −513−4.6% | Reduced |
| Mechanics Bank Trust Department | 10,753 | $755.3K | 0.10% | −710−6.2% | Reduced |
| Cumberland Advisors Inc | 10,800 | $758.6K | 0.30% | −500−4.4% | Reduced |
| Leisure Capital Management | 10,836 | $761.1K | 0.30% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,856 | $762.5K | 0.07% | −119−1.1% | Reduced |
| Crawford Investment Counsel Inc | 10,884 | $764.5K | 0.01% | +594+5.8% | Added |
| Catalyst Financial Partners LLC | 10,901 | $765.7K | 0.14% | +620+6.0% | Added |
| Blueprint Investment Partners LLC | 10,930 | $767.7K | 0.12% | +5,978+120.7% | Added |
| Alliance Wealth Advisors, LLC | 10,972 | $770.7K | 0.20% | −209−1.9% | Reduced |
| Alta Advisers Ltd | 11,007 | $773.1K | 0.49% | +1,107+11.2% | Added |
| JNBA Financial Advisors | 11,016 | $773.8K | 0.08% | −1,477−11.8% | Reduced |
| Carlson Capital Management | 11,016 | $773.8K | 0.03% | +370+3.5% | Added |
| PFW Advisors LLC | 11,032 | $774.9K | 0.24% | +11,032 | New |
| 111 Capital | 11,054 | $776.4K | 0.16% | +11,054 | New |
| JFS Wealth Advisors, LLC | 11,070 | $777.6K | 0.05% | −186−1.7% | Reduced |
| Zuckerman Investment Group, LLC | 9,968 | $778.9K | 0.07% | −415−4.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,110 | $780.3K | 0.21% | +44+0.4% | Added |
| Modern Wealth Management, LLC | 11,130 | $781.7K | 0.03% | +4,210+60.8% | Added |
| Winton Group Ltd | 11,130 | $781.8K | 0.05% | +4,859+77.5% | Added |
| Pettyjohn, Wood & White, Inc | 11,151 | $783.3K | 0.14% | +10.0% | Added |
| Cromwell Holdings LLC | 11,171 | $784.7K | 0.45% | 00.0% | Unchanged |
| Plan A Wealth LLC | 11,222 | $788.2K | 0.72% | +11,222 | New |
| Private Management Group Inc | 11,225 | $788.4K | 0.03% | −1,243−10.0% | Reduced |
| Flagstone Financial Management | 11,243 | $789.7K | 0.26% | −93−0.8% | Reduced |