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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 16,269 | $1.14M | 0.44% | +5,734+54.4% | Added |
| Busey Wealth Management | 16,348 | $1.15M | 0.04% | −1,697−9.4% | Reduced |
| First Dallas Securities Inc. | 16,375 | $1.15M | 0.47% | +8,825+116.9% | Added |
| Douglass Winthrop Advisors, LLC | 16,392 | $1.15M | 0.02% | 00.0% | Unchanged |
| Lipe & Dalton | 16,468 | $1.16M | 0.61% | 00.0% | Unchanged |
| Csenge Advisory Group | 16,532 | $1.16M | 0.06% | −3,101−15.8% | Reduced |
| Providence Wealth Advisors, LLC | 16,070 | $1.16M | 0.88% | +116+0.7% | Added |
| Palisade Asset Management, LLC | 16,589 | $1.17M | 0.12% | +276+1.7% | Added |
| LMCG Investments, LLC | 16,594 | $1.17M | 0.07% | −27−0.2% | Reduced |
| Greatmark Investment Partners, Inc. | 16,648 | $1.17M | 0.16% | −1,625−8.9% | Reduced |
| Knuff & Co LLC | 16,692 | $1.17M | 0.36% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 16,796 | $1.18M | 1.18% | +365+2.2% | Added |
| Mount Lucas Management LP | 16,825 | $1.18M | 0.41% | −957−5.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 16,852 | $1.18M | 0.11% | +4,324+34.5% | Added |
| Sawyer & Company, Inc | 16,856 | $1.18M | 0.44% | −1,584−8.6% | Reduced |
| Severin Investments, LLC | 16,857 | $1.18M | 1.18% | +16,857 | New |
| Marex Group plc | 16,868 | $1.18M | 0.02% | +11,639+222.6% | Added |
| Castle Rock Wealth Management, LLC | 14,833 | $1.19M | 0.28% | −5,793−28.1% | Reduced |
| Vivid Wealth Management, LLC | 16,912 | $1.19M | 0.60% | +325+2.0% | Added |
| Boltwood Capital Management | 16,975 | $1.19M | 0.36% | +175+1.0% | Added |
| Diligent Investors, LLC | 16,986 | $1.19M | 0.27% | −1,086−6.0% | Reduced |
| Garrison Point Advisors, LLC | 17,026 | $1.20M | 0.57% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 17,215 | $1.20M | 0.07% | −10,156−37.1% | Reduced |
| Gibbs Wealth Management | 17,148 | $1.20M | 0.33% | −407−2.3% | Reduced |
| Generali Investments, Management Co LLC | 17,156 | $1.21M | 0.31% | +17,156 | New |
| Breakwater Capital Group | 17,187 | $1.21M | 0.24% | −217−1.2% | Reduced |
| West Branch Capital LLC | 17,187 | $1.21M | 0.39% | +5,979+53.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 17,211 | $1.21M | 0.04% | +2,881+20.1% | Added |
| Hilltop Holdings Inc. | 17,290 | $1.21M | 0.08% | −1,086−5.9% | Reduced |
| Dakota Wealth Management | 17,338 | $1.22M | 0.03% | −2,136−11.0% | Reduced |
| Edgestream Partners, L.P. | 17,354 | $1.22M | 0.05% | +17,354 | New |
| Journey Strategic Wealth LLC | 17,415 | $1.22M | 0.05% | +62+0.4% | Added |
| Accredited Investors Inc. | 17,458 | $1.23M | 0.07% | −4,484−20.4% | Reduced |
| Jacobi Capital Management LLC | 17,549 | $1.23M | 0.09% | −177−1.0% | Reduced |
| DMG Group, LLC | 17,550 | $1.23M | 1.00% | −1,823−9.4% | Reduced |
| BBR Partners, LLC | 17,568 | $1.23M | 0.09% | +163+0.9% | Added |
| Exencial Wealth Advisors, LLC | 17,577 | $1.23M | 0.05% | −685−3.8% | Reduced |
| Polianta Ltd | 17,600 | $1.24M | 0.59% | −2,200−11.1% | Reduced |
| Highland Capital Management, LLC | 17,598 | $1.24M | 0.07% | +40.0% | Added |
| Ancora Advisors, LLC | 17,599 | $1.24M | 0.03% | −304−1.7% | Reduced |
| Brookstone Capital Management | 17,676 | $1.24M | 0.02% | +1,726+10.8% | Added |
| Wharton Business Group, LLC | 17,700 | $1.24M | 0.06% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 17,698 | $1.24M | 0.09% | −434−2.4% | Reduced |
| First City Capital Management, Inc. | 17,715 | $1.24M | 0.66% | +1,131+6.8% | Added |
| Mesirow Financial Investment Management, Inc. | 17,731 | $1.25M | 0.02% | −16,733−48.6% | Reduced |
| Essex Savings Bank | 17,830 | $1.25M | 0.31% | −844−4.5% | Reduced |
| William B. Walkup & Associates, Inc. | 17,837 | $1.25M | 0.79% | −106−0.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 17,874 | $1.26M | 0.07% | +4,104+29.8% | Added |
| Pure Financial Advisors, Inc. | 17,890 | $1.26M | 0.03% | +255+1.4% | Added |
| Sompo Asset Management Co., Ltd. | 17,910 | $1.26M | 0.21% | −1,750−8.9% | Reduced |
| Caldwell Trust Co | 17,918 | $1.26M | 0.13% | −105−0.6% | Reduced |
| Barbara Oil Co. | 18,000 | $1.26M | 0.52% | 00.0% | Unchanged |
| PFG Investments, LLC | 18,026 | $1.27M | 0.08% | +474+2.7% | Added |
| Net Worth Advisory Group | 18,162 | $1.28M | 0.39% | +2,846+18.6% | Added |
| Delap Wealth Advisory, LLC | 18,162 | $1.28M | 0.76% | −188−1.0% | Reduced |
| Graypoint LLC | 18,198 | $1.28M | 0.08% | +1,860+11.4% | Added |
| MV Capital Management, Inc. | 18,220 | $1.28M | 0.14% | +355+2.0% | Added |
| Great Valley Advisor Group, Inc. | 18,227 | $1.28M | 0.03% | −4,978−21.5% | Reduced |
| Prudent Man Advisors, LLC | 18,256 | $1.28M | 0.47% | −2,280−11.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,290 | $1.28M | 0.62% | −390−2.1% | Reduced |
| Sage Mountain Advisors LLC | 18,351 | $1.29M | 0.09% | +2,183+13.5% | Added |
| Washington Trust Bank | 18,359 | $1.29M | 0.12% | +2,622+16.7% | Added |
| Retireful, LLC | 18,376 | $1.29M | 0.73% | +18,376 | New |
| Kingswood Wealth Advisors, LLC | 18,414 | $1.29M | 0.10% | −32,840−64.1% | Reduced |
| Ameritas Advisory Services, LLC | 18,471 | $1.30M | 0.04% | −496−2.6% | Reduced |
| Annandale Capital, LLC | 18,515 | $1.30M | 0.26% | +70.0% | Added |
| Keystone Financial Services | 18,518 | $1.30M | 0.50% | −808−4.2% | Reduced |
| Financial Counselors Inc | 18,519 | $1.30M | 0.02% | −491−2.6% | Reduced |
| Sentry LLC | 18,522 | $1.30M | 0.25% | −108−0.6% | Reduced |
| Everhart Financial Group, Inc. | 18,564 | $1.30M | 0.27% | +1,897+11.4% | Added |
| Bridgewealth Advisory Group, LLC | 16,545 | $1.30M | 0.37% | +8,729+111.7% | Added |
| Walleye Trading LLC | 18,604 | $1.31M | 0.03% | +18,604 | New |
| Murphy Pohlad Asset Management LLC | 18,733 | $1.32M | 0.57% | −1,000−5.1% | Reduced |
| Essex Financial Services, Inc. | 18,867 | $1.33M | 0.09% | −68−0.4% | Reduced |
| LexAurum Advisors, LLC | 18,888 | $1.33M | 0.26% | +450+2.4% | Added |
| Gladius Capital Management LP | 18,929 | $1.33M | 0.76% | +2,034+12.0% | Added |
| BLB&B Advisors, LLC | 18,966 | $1.33M | 0.07% | −1,207−6.0% | Reduced |
| Harvest Fund Management Co., Ltd | 19,001 | $1.33M | 0.06% | +18,934+28,259.7% | Added |
| Syon Capital LLC | 19,053 | $1.34M | 0.12% | +246+1.3% | Added |
| Clarius Group, LLC | 19,070 | $1.34M | 0.09% | −147−0.8% | Reduced |
| First National Trust Co | 19,100 | $1.34M | 0.05% | −143−0.7% | Reduced |
| Lazari Capital Management, Inc. | 19,164 | $1.35M | 0.54% | −1,539−7.4% | Reduced |
| Chicago Capital, LLC | 19,247 | $1.35M | 0.04% | 00.0% | Unchanged |
| Adviser Investments LLC | 19,291 | $1.35M | 0.02% | +1,427+8.0% | Added |
| American State Bank (Iowa) | 19,332 | $1.36M | 0.82% | +45+0.2% | Added |
| Kerrisdale Advisers, LLC | 19,346 | $1.36M | 0.46% | −8,350−30.1% | Reduced |
| Simplicity Wealth,LLC | 19,377 | $1.36M | 0.28% | −20,870−51.9% | Reduced |
| M.E. Allison & Co., Inc. | 19,384 | $1.36M | 1.50% | +19,384 | New |
| Excalibur Management Corp | 19,406 | $1.36M | 0.54% | −372−1.9% | Reduced |
| Fulton Bank, N.A. | 19,413 | $1.36M | 0.05% | −2,936−13.1% | Reduced |
| Affinity Investment Advisors, LLC | 19,423 | $1.36M | 1.14% | −253−1.3% | Reduced |
| First Bank & Trust | 19,509 | $1.37M | 0.26% | −166−0.8% | Reduced |
| Investors Asset Management of Georgia Inc | 19,521 | $1.37M | 0.67% | −93−0.5% | Reduced |
| Northern Oak Wealth Management Inc | 19,592 | $1.38M | 0.17% | −2,318−10.6% | Reduced |
| Aaron Wealth Advisors | 19,628 | $1.38M | 0.16% | +1,862+10.5% | Added |
| Guerra Advisors Inc | 19,639 | $1.38M | 0.76% | +19,639 | New |
| Jump Financial, LLC | 19,750 | $1.39M | 0.03% | −1,689−7.9% | Reduced |
| Lindbrook Capital, LLC | 19,813 | $1.39M | 0.13% | −1,206−5.7% | Reduced |
| Mainstay Capital Management LLC | 19,832 | $1.39M | 0.21% | +4,680+30.9% | Added |
| Courier Capital LLC | 19,840 | $1.39M | 0.10% | −549−2.7% | Reduced |