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 |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 11,250 | $790.2K | 0.13% | −107−0.9% | Reduced |
| Sepio Capital, LP | 11,293 | $793.2K | 0.06% | −392−3.4% | Reduced |
| River Wealth Advisors LLC | 11,305 | $794.1K | 0.11% | −61−0.5% | Reduced |
| Van Cleef Asset Management,Inc | 11,315 | $794.8K | 0.09% | +10.0% | Added |
| NBZ Investment Advisors LLC | 11,318 | $795.0K | 0.45% | +11,318 | New |
| Abel Hall, LLC | 11,325 | $795.4K | 0.51% | +417+3.8% | Added |
| Childress Capital Advisors, LLC | 11,338 | $796.4K | 0.22% | −522−4.4% | Reduced |
| Savvy Advisors, Inc. | 11,385 | $799.7K | 0.10% | +898+8.6% | Added |
| Centiva Capital, LP | 11,403 | $800.9K | 0.03% | −160,027−93.3% | Reduced |
| HCR Wealth Advisors | 11,405 | $801.1K | 0.10% | +9+0.1% | Added |
| Keudell/Morrison Wealth Management | 11,433 | $803.1K | 0.21% | −278−2.4% | Reduced |
| Winthrop Capital Management, LLC | 11,419 | $804.0K | 0.21% | +11,419 | New |
| USA Financial Portformulas Corp | 11,462 | $805.1K | 0.13% | +11,462 | New |
| AIMZ Investment Advisors, LLC | 11,472 | $805.8K | 0.28% | −83−0.7% | Reduced |
| Kentucky Trust Co | 11,475 | $806.0K | 0.47% | +11,475 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 11,481 | $806.4K | 0.08% | −536−4.5% | Reduced |
| Good Life Advisors, LLC | 11,486 | $806.7K | 0.06% | −311−2.6% | Reduced |
| Perpetual Ltd | 11,515 | $808.8K | 0.01% | −357,676−96.9% | Reduced |
| Fox Run Management, L.L.C. | 11,534 | $810.1K | 0.15% | −2,426−17.4% | Reduced |
| IPG Investment Advisors LLC | 11,534 | $810.1K | 0.18% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 11,571 | $812.8K | 0.16% | −46−0.4% | Reduced |
| ASB Consultores, LLC | 11,630 | $816.9K | 0.34% | −388−3.2% | Reduced |
| RB Capital Management, LLC | 11,653 | $818.5K | 0.19% | +414+3.7% | Added |
| NFP Retirement, Inc. | 11,671 | $819.8K | 0.06% | −28−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 11,674 | $820.0K | 0.16% | −5,291−31.2% | Reduced |
| Parkside Financial Bank & Trust | 11,694 | $821.4K | 0.11% | −92−0.8% | Reduced |
| Trust Co of Vermont | 11,739 | $824.5K | 0.04% | +660+6.0% | Added |
| Integrity Financial Corp | 11,751 | $825.4K | 0.47% | +920+8.5% | Added |
| Avantax Planning Partners, Inc. | 11,765 | $826.4K | 0.03% | +1,204+11.4% | Added |
| Farmers Trust Co | 11,813 | $829.7K | 0.15% | −150−1.3% | Reduced |
| Cary Street Partners Financial LLC | 11,867 | $833.5K | 0.03% | +11,867 | New |
| City National Bank of Florida | 11,924 | $837.5K | 0.76% | +11,924 | New |
| Harbor Investment Advisory, LLC | 11,984 | $841.7K | 0.08% | +2,800+30.5% | Added |
| Parkside Investments, LLC | 12,000 | $842.9K | 0.13% | +12,000 | New |
| Element Wealth, LLC | 12,051 | $846.5K | 0.44% | −191−1.6% | Reduced |
| Clarendon Private LLC | 12,064 | $847.4K | 0.89% | +12,064 | New |
| Quotient Wealth Partners, LLC | 12,068 | $847.6K | 0.03% | +214+1.8% | Added |
| Chilton Investment Co LLC | 12,086 | $848.9K | 0.02% | +621+5.4% | Added |
| Western Wealth Management, LLC | 12,140 | $852.7K | 0.05% | −10,076−45.4% | Reduced |
| Wealthcare Advisory Partners LLC | 12,159 | $854.1K | 0.02% | +311+2.6% | Added |
| Chicago Trust Co NA | 12,165 | $854.5K | 0.15% | −100−0.8% | Reduced |
| Stock Yards Bank & Trust Co | 12,201 | $857.0K | 0.03% | +40+0.3% | Added |
| Strategy Asset Managers LLC | 12,203 | $857.1K | 0.17% | −28−0.2% | Reduced |
| Fiduciary Financial Group, LLC | 12,277 | $858.9K | 0.19% | −113−0.9% | Reduced |
| Berger Financial Group, Inc | 12,232 | $859.2K | 0.06% | +3,154+34.7% | Added |
| River & Mercantile Asset Management LLP | 12,253 | $861.2K | 0.17% | −26,862−68.7% | Reduced |
| Spears Abacus Advisors LLC | 12,272 | $862.0K | 0.02% | +472+4.0% | Added |
| Peoples Financial Services Corp. | 12,350 | $867.5K | 0.40% | −24−0.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 12,400 | $871.0K | 0.09% | +1,692+15.8% | Added |
| Prelude Capital Management, LLC | 12,414 | $872.0K | 0.07% | −1,260−9.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 12,428 | $872.9K | 0.77% | −465−3.6% | Reduced |
| MEMBERS Trust Co | 12,433 | $873.3K | 0.03% | +10.0% | Added |
| Alps Advisors Inc | 12,438 | $873.6K | 0.01% | −142−1.1% | Reduced |
| Pointe Capital Management LLC | 12,460 | $875.2K | 0.50% | +164+1.3% | Added |
| Sciencast Management LP | 12,471 | $876.0K | 0.24% | −37,510−75.0% | Reduced |
| Morningstar Investment Management LLC | 12,484 | $877.0K | 0.07% | −38,162−75.4% | Reduced |
| Strategic Investment Advisors | 12,506 | $878.4K | 0.09% | −1,325−9.6% | Reduced |
| Ingalls & Snyder LLC | 12,510 | $879.0K | 0.03% | −320−2.5% | Reduced |
| Wealthspan Partners, LLC | 12,516 | $879.1K | 0.42% | −1,455−10.4% | Reduced |
| Becker Capital Management Inc | 12,527 | $879.9K | 0.03% | −5,430−30.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 12,595 | $884.7K | 0.22% | +15+0.1% | Added |
| Quent Capital, LLC | 12,611 | $885.8K | 0.09% | +50+0.4% | Added |
| Penserra Capital Management LLC | 12,669 | $889.0K | 0.02% | +7,893+165.3% | Added |
| North Star Asset Management Inc | 12,658 | $889.1K | 0.04% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 12,679 | $890.6K | 0.02% | −94−0.7% | Reduced |
| Royal Capital Wealth Management, LLC | 12,699 | $892.0K | 0.63% | +3,348+35.8% | Added |
| AdvisorNet Financial, Inc | 12,744 | $895.2K | 0.07% | −5,795−31.3% | Reduced |
| IVC Wealth Advisors LLC | 12,785 | $898.0K | 0.50% | −136−1.1% | Reduced |
| Wimmer Associates 1, LLC | 12,796 | $898.8K | 0.44% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 12,819 | $900.4K | 0.02% | −179−1.4% | Reduced |
| Inceptionr LLC | 12,837 | $901.7K | 0.20% | +6,515+103.1% | Added |
| Liberty Wealth Management LLC | 12,855 | $902.9K | 0.15% | −43−0.3% | Reduced |
| Heritage Family Offices, LLP | 12,875 | $904.3K | 0.45% | +18+0.1% | Added |
| Wilson & Boucher Capital Management, LLC | 12,895 | $905.7K | 0.64% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 12,933 | $908.4K | 0.06% | +73+0.6% | Added |
| Apexium Financial, LP | 12,936 | $908.6K | 0.06% | −36,724−74.0% | Reduced |
| Long Focus Capital Management, LLC | 13,000 | $913.1K | 0.07% | −90,000−87.4% | Reduced |
| Family Legacy, Inc. | 12,800 | $916.1K | 0.31% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 13,080 | $918.7K | 0.13% | −658−4.8% | Reduced |
| Richwood Investment Advisors, LLC | 13,117 | $921.3K | 0.77% | −300−2.2% | Reduced |
| 1st Source Bank | 13,145 | $923.3K | 0.05% | −85−0.6% | Reduced |
| AMG National Trust Bank | 13,154 | $923.9K | 0.03% | −835−6.0% | Reduced |
| Weatherly Asset Management L. P. | 13,170 | $925.1K | 0.08% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 13,171 | $925.1K | 0.04% | +879+7.2% | Added |
| Sovereign Investment Advisors, LLC | 13,190 | $926.5K | 0.28% | +13,190 | New |
| Hills Bank & Trust Co | 13,195 | $926.8K | 0.07% | −1,223−8.5% | Reduced |
| London & Capital Asset Management Ltd | 13,207 | $927.7K | 0.08% | −6,619−33.4% | Reduced |
| Cullen Investment Group, Ltd. | 13,217 | $928.4K | 0.14% | −99−0.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 13,220 | $928.6K | 0.18% | −10−0.1% | Reduced |
| Carson Advisory Inc. | 13,227 | $929.1K | 0.65% | −492−3.6% | Reduced |
| C2C Wealth Management, LLC | 13,261 | $931.5K | 0.86% | +400+3.1% | Added |
| Entruity Wealth, LLC | 13,271 | $932.1K | 0.92% | +13,271 | New |
| GFG Capital, LLC | 13,286 | $933.2K | 0.26% | −6,996−34.5% | Reduced |
| denkapparat Operations GmbH | 13,298 | $934.1K | 1.38% | +13,298 | New |
| Empirical Asset Management, LLC | 62,652 | $935.1K | 0.31% | +43,650+229.7% | Added |
| Manske Wealth Management | 13,383 | $940.0K | 0.37% | +13,383 | New |
| Wright Investors Service Inc | 13,397 | $941.0K | 0.31% | +91+0.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $944.0K | 0.03% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 13,467 | $945.9K | 0.10% | +13,467 | New |
| Brooks, Moore & Associates, Inc. | 13,485 | $947.2K | 0.56% | −750−5.3% | Reduced |