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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 13,507 | $948.7K | 0.09% | −2,396−15.1% | Reduced |
| Kanawha Capital Management LLC | 13,514 | $949.2K | 0.07% | −835−5.8% | Reduced |
| Boston Trust Walden Corp | 13,515 | $949.3K | 0.01% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 13,519 | $949.6K | 0.06% | −106−0.8% | Reduced |
| Telos Capital Management, Inc. | 13,536 | $950.8K | 0.10% | −2,190−13.9% | Reduced |
| Legacy Financial Group LLC | 13,537 | $950.8K | 0.15% | −551−3.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 13,559 | $952.4K | 0.02% | +4,124+43.7% | Added |
| Cardiff Park Advisors, LLC | 13,562 | $952.6K | 0.09% | +14+0.1% | Added |
| Neumann Capital Management, LLC | 13,622 | $956.8K | 0.32% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 16,948 | $957.4K | 0.66% | −1,104−6.1% | Reduced |
| Hilltop National Bank | 13,658 | $959.3K | 0.29% | −906−6.2% | Reduced |
| Highline Wealth Partners LLC | 13,659 | $959.4K | 0.31% | +178+1.3% | Added |
| Cladis Investment Advisory, LLC | 13,725 | $964.0K | 0.68% | −99−0.7% | Reduced |
| Diametric Capital, LP | 13,751 | $965.9K | 0.65% | −6,739−32.9% | Reduced |
| Simon Quick Advisors, LLC | 13,765 | $966.9K | 0.06% | +2,138+18.4% | Added |
| Park National Corp | 13,780 | $967.9K | 0.04% | +53+0.4% | Added |
| Patton Albertson Miller Group, LLC | 13,793 | $968.8K | 0.13% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 13,839 | $972.1K | 0.26% | +130+0.9% | Added |
| Kiley Juergens Wealth Management, LLC | 13,867 | $974.0K | 0.24% | −156−1.1% | Reduced |
| Fragasso Group Inc. | 13,876 | $974.7K | 0.07% | −132−0.9% | Reduced |
| Legacy Advisors, LLC | 13,889 | $975.6K | 0.09% | −98−0.7% | Reduced |
| Change Path, LLC | 13,892 | $975.8K | 0.03% | +4,255+44.2% | Added |
| Aigen Investment Management, LP | 13,935 | $978.8K | 0.17% | +3,671+35.8% | Added |
| Persistent Asset Partners Ltd | 12,428 | $979.3K | 0.84% | +12,428 | New |
| Ocean Capital Management, LLC | 13,988 | $982.5K | 0.21% | +4,913+54.1% | Added |
| Bragg Financial Advisors, Inc | 14,008 | $983.9K | 0.04% | +969+7.4% | Added |
| LifeSteps Financial, Inc. | 14,014 | $984.3K | 0.76% | −396−2.7% | Reduced |
| Carnegie Lake Advisors LLC | 14,018 | $985.0K | 0.40% | −750−5.1% | Reduced |
| First National Bank Sioux Falls | 14,137 | $993.0K | 0.42% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 14,156 | $994.3K | 0.17% | 00.0% | Unchanged |
| Gradient Investments LLC | 14,158 | $994.4K | 0.02% | −97−0.7% | Reduced |
| Tranquilli Financial Advisor LLC | 14,203 | $997.6K | 0.63% | −1,427−9.1% | Reduced |
| Silphium Asset Management Ltd | 14,208 | $998.0K | 0.36% | +14,208 | New |
| Waldron Private Wealth LLC | 14,248 | $1.00M | 0.04% | +254+1.8% | Added |
| Claro Advisors LLC | 14,271 | $1.00M | 0.14% | −1,838−11.4% | Reduced |
| Vertex Planning Partners, LLC | 14,289 | $1.00M | 0.22% | +596+4.4% | Added |
| Fukoku Mutual Life Insurance Co | 14,299 | $1.00M | 0.07% | +709+5.2% | Added |
| Lodestar Private Asset Management LLC | 14,358 | $1.01M | 0.13% | −1,824−11.3% | Reduced |
| Cascade Investment Advisors, Inc. | 14,420 | $1.01M | 0.65% | −680−4.5% | Reduced |
| SageView Advisory Group, LLC | 14,444 | $1.01M | 0.04% | +3,626+33.5% | Added |
| ICONIQ Capital, LLC | 14,515 | $1.02M | 0.02% | +7,049+94.4% | Added |
| Colonial River Wealth Management, LLC | 14,537 | $1.02M | 0.49% | +730+5.3% | Added |
| Impact Partnership Wealth, LLC | 14,538 | $1.02M | 0.21% | −2,886−16.6% | Reduced |
| Lakeview Capital Partners, LLC | 14,578 | $1.02M | 0.23% | −24,506−62.7% | Reduced |
| Knollwood Investment Advisory, LLC | 14,587 | $1.02M | 0.11% | 00.0% | Unchanged |
| Caas Capital Management LP | 14,619 | $1.03M | 0.85% | +14,619 | New |
| GAM Holding AG | 14,725 | $1.03M | 0.08% | +14,725 | New |
| North Star Investment Management Corp. | 14,750 | $1.04M | 0.07% | −100−0.7% | Reduced |
| Heritage Trust Co | 14,756 | $1.04M | 0.12% | +14,756 | New |
| MTM Investment Management, LLC | 14,771 | $1.04M | 0.40% | +50.0% | Added |
| Northwest Wealth Management, LLC | 14,846 | $1.04M | 0.22% | +431+3.0% | Added |
| Bradyco, Inc. | 5,692 | $1.04M | 0.64% | +5,692 | New |
| Pinnacle Wealth Planning Services, Inc. | 14,866 | $1.04M | 0.16% | −288−1.9% | Reduced |
| Plancorp, LLC | 14,889 | $1.05M | 0.04% | +1,264+9.3% | Added |
| Nicolet Bankshares Inc | 14,898 | $1.05M | 0.25% | +770+5.5% | Added |
| Ridgecrest Wealth Partners, LLC | 14,993 | $1.05M | 0.57% | −50−0.3% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $1.05M | 0.53% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 15,013 | $1.05M | 0.00% | +4,811+47.2% | Added |
| Pacific Center for Financial Services | 15,015 | $1.05M | 0.27% | −39−0.3% | Reduced |
| WP Advisors, LLC | 15,040 | $1.06M | 0.35% | +79+0.5% | Added |
| Capital Investment Advisory Services, LLC | 15,050 | $1.06M | 0.10% | −1,792−10.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,061 | $1.06M | 0.16% | +547+3.8% | Added |
| Kathmere Capital Management, LLC | 15,069 | $1.06M | 0.10% | +4,802+46.8% | Added |
| Lebenthal Global Advisors, LLC | 15,109 | $1.06M | 0.19% | +433+3.0% | Added |
| Hutner Capital Management Inc | 15,117 | $1.06M | 0.51% | +10.0% | Added |
| Thomasville National Bank | 15,131 | $1.06M | 0.08% | −842−5.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,183 | $1.07M | 0.05% | +3,905+34.6% | Added |
| Nebula Research & Development LLC | 15,209 | $1.07M | 0.13% | +15,209 | New |
| StoneX Group Inc. | 15,226 | $1.07M | 0.06% | −1,478−8.8% | Reduced |
| Salem Investment Counselors Inc | 15,252 | $1.07M | 0.04% | −1,386−8.3% | Reduced |
| Quilter Plc | 15,323 | $1.08M | 0.02% | −1,890−11.0% | Reduced |
| Sittner & Nelson, LLC | 15,388 | $1.08M | 0.47% | −399−2.5% | Reduced |
| Jarislowsky, Fraser Ltd | 15,390 | $1.08M | 0.01% | −1,659−9.7% | Reduced |
| Insigneo Advisory Services, LLC | 15,397 | $1.08M | 0.11% | −13,285−46.3% | Reduced |
| Marcum Wealth, LLC | 15,397 | $1.08M | 0.09% | −1,013−6.2% | Reduced |
| Eastern Bank | 15,420 | $1.08M | 0.02% | +1,431+10.2% | Added |
| Boit C F David | 15,519 | $1.09M | 0.55% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 15,529 | $1.09M | 0.02% | +3,111+25.1% | Added |
| Lantz Financial LLC | 15,545 | $1.09M | 0.29% | −187−1.2% | Reduced |
| Principle Wealth Partners LLC | 15,680 | $1.10M | 0.08% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 15,702 | $1.10M | 0.60% | −505−3.1% | Reduced |
| CBOE Vest Financial, LLC | 15,709 | $1.10M | 0.02% | +916+6.2% | Added |
| Capital Markets Trading UK LLP | 15,741 | $1.11M | 0.66% | −23,882−60.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,777 | $1.11M | 0.63% | −1,893−10.7% | Reduced |
| Eclectic Associates Inc | 15,801 | $1.11M | 0.33% | +349+2.3% | Added |
| Sterling Investment Management, Inc. | 15,806 | $1.11M | 0.87% | −201−1.3% | Reduced |
| Studio Investment Management LLC | 15,828 | $1.11M | 0.24% | +83+0.5% | Added |
| Intrinsic Value Partners, LLC | 15,860 | $1.11M | 1.12% | −250−1.6% | Reduced |
| Continuum Advisory, LLC | 15,919 | $1.12M | 0.14% | +392+2.5% | Added |
| Spire Wealth Management | 15,925 | $1.12M | 0.03% | −752−4.5% | Reduced |
| Cornerstone Wealth Management, LLC | 15,987 | $1.12M | 0.08% | +255+1.6% | Added |
| Lafayette Investments, Inc. | 15,995 | $1.12M | 0.24% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 15,997 | $1.12M | 0.20% | −1,515−8.7% | Reduced |
| Cypress Wealth Services, LLC | 16,004 | $1.12M | 0.23% | +189+1.2% | Added |
| Lingohr & Partner Asset Management GmbH | 16,081 | $1.13M | 2.34% | +16,081 | New |
| Proequities, Inc. | 14,574 | $1.13M | 0.06% | +3,174+27.8% | Added |
| Legacy Financial Advisors, Inc. | 16,100 | $1.13M | 0.19% | +3,398+26.8% | Added |
| Brucke Financial, Inc. | 14,429 | $1.14M | 0.98% | +14,429 | New |
| XML Financial, LLC | 16,230 | $1.14M | 0.10% | −2,444−13.1% | Reduced |
| IHT Wealth Management, LLC | 16,255 | $1.14M | 0.04% | −6,228−27.7% | Reduced |