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 |
|---|---|---|---|---|---|
| Sage Rhino Capital LLC | 19,869 | $1.40M | 0.30% | −369−1.8% | Reduced |
| Synergy Financial Management, LLC | 24,716 | $1.40M | 0.11% | 00.0% | Unchanged |
| Harbor Advisors LLC | 20,000 | $1.40M | 0.22% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 20,039 | $1.41M | 0.04% | +20,039 | New |
| Mitchell McLeod Pugh & Williams Inc | 20,082 | $1.41M | 0.30% | +747+3.9% | Added |
| Kennedy Investment Group | 20,095 | $1.41M | 0.64% | −325−1.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 20,147 | $1.42M | 0.49% | +1,608+8.7% | Added |
| LS Investment Advisors, LLC | 20,213 | $1.42M | 0.21% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 20,297 | $1.43M | 0.17% | −1,951−8.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,361 | $1.43M | 0.13% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 20,386 | $1.43M | 0.66% | −1,750−7.9% | Reduced |
| Cetera Trust Company, N.A | 20,426 | $1.43M | 0.93% | −222−1.1% | Reduced |
| CX Institutional | 20,433 | $1.44M | 0.06% | +1,222+6.4% | Added |
| Sendero Wealth Management, LLC | 20,517 | $1.44M | 0.21% | −1,168−5.4% | Reduced |
| Sabal Trust CO | 20,528 | $1.44M | 0.08% | +9,616+88.1% | Added |
| Frank, Rimerman Advisors LLC | 20,532 | $1.44M | 0.10% | +449+2.2% | Added |
| Modera Wealth Management, LLC | 20,562 | $1.44M | 0.02% | +2,548+14.1% | Added |
| Washington Trust Co | 20,722 | $1.46M | 0.05% | −2,028−8.9% | Reduced |
| First Financial Bank - Trust Division | 20,740 | $1.46M | 0.14% | −119−0.6% | Reduced |
| Mather Group, LLC. | 20,744 | $1.46M | 0.02% | +610+3.0% | Added |
| Main Street Research LLC | 20,775 | $1.46M | 0.09% | +62+0.3% | Added |
| Unique Wealth Strategies, LLC | 20,784 | $1.46M | 0.64% | −1,559−7.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 20,787 | $1.46M | 0.56% | −50,558−70.9% | Reduced |
| RIA Advisory Group LLC | 20,849 | $1.46M | 0.50% | −411−1.9% | Reduced |
| PCJ Investment Counsel Ltd. | 20,850 | $1.46M | 0.49% | +20,850 | New |
| JT Stratford LLC | 20,982 | $1.47M | 0.24% | +1,142+5.8% | Added |
| Louisbourg Investments Inc. | 29,244 | $1.47M | 0.39% | 00.0% | Unchanged |
| Carlson Capital L P | 21,000 | $1.48M | 0.87% | +21,000 | New |
| Citadel Investment Advisory, Inc. | 21,041 | $1.48M | 0.77% | −50−0.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 21,072 | $1.48M | 0.18% | −37−0.2% | Reduced |
| Martin & Co Inc | 21,199 | $1.49M | 0.37% | −1,041−4.7% | Reduced |
| LJI Wealth Management, LLC | 21,303 | $1.50M | 0.29% | −1,184−5.3% | Reduced |
| Cito Capital Group, LLC | 21,503 | $1.51M | 0.56% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 21,517 | $1.51M | 0.30% | +21,517 | New |
| EverSource Wealth Advisors, LLC | 21,572 | $1.52M | 0.09% | +855+4.1% | Added |
| Welch Group, LLC | 21,545 | $1.52M | 0.07% | +185+0.9% | Added |
| SeaCrest Wealth Management, LLC | 21,621 | $1.52M | 0.16% | +3,305+18.0% | Added |
| Fiduciary Alliance LLC | 21,667 | $1.52M | 0.15% | +21,667 | New |
| Pflug Koory, LLC | 21,741 | $1.53M | 0.77% | −20−0.1% | Reduced |
| Tealwood Asset Management Inc | 21,790 | $1.53M | 0.63% | −2,174−9.1% | Reduced |
| Country Club Bank | 21,926 | $1.54M | 0.10% | +78+0.4% | Added |
| Myriad Asset Management US LP | 21,997 | $1.55M | 1.04% | +21,997 | New |
| Bartlett & Co. Wealth Management LLC | 22,043 | $1.55M | 0.02% | −826−3.6% | Reduced |
| Aspiriant, LLC | 22,051 | $1.55M | 0.06% | −2,379−9.7% | Reduced |
| Collar Capital Management, LLC | 22,085 | $1.55M | 1.29% | +22,085 | New |
| Fieldview Capital Management, LLC | 22,097 | $1.55M | 0.24% | +22,097 | New |
| Arkadios Wealth Advisors | 22,111 | $1.55M | 0.08% | +2,310+11.7% | Added |
| Potentia Wealth | 22,112 | $1.55M | 0.69% | +22,112 | New |
| Cove Street Capital, LLC | 22,150 | $1.56M | 1.82% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 22,306 | $1.57M | 0.37% | −55−0.2% | Reduced |
| GeoWealth Management, LLC | 22,309 | $1.57M | 0.05% | +4,243+23.5% | Added |
| FOCUS Wealth Advisors, LLC | 22,310 | $1.57M | 0.83% | +22,310 | New |
| Weiss Asset Management LP | 22,428 | $1.58M | 0.04% | −162,576−87.9% | Reduced |
| One Capital Management, LLC | 22,476 | $1.58M | 0.05% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 22,501 | $1.58M | 0.11% | +144+0.6% | Added |
| Schechter Investment Advisors, LLC | 22,562 | $1.58M | 0.12% | −863−3.7% | Reduced |
| Winebrenner Capital Management LLC | 22,566 | $1.59M | 1.22% | +22,566 | New |
| Rossmore Private Capital | 22,624 | $1.59M | 0.20% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 22,735 | $1.60M | 0.21% | −1,058−4.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,758 | $1.60M | 0.04% | +1,253+5.8% | Added |
| Buffington Mohr McNeal | 22,802 | $1.60M | 0.27% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 22,868 | $1.61M | 0.07% | −3,418−13.0% | Reduced |
| HBK Sorce Advisory LLC | 22,926 | $1.61M | 0.05% | +3,002+15.1% | Added |
| Level Four Advisory Services, LLC | 22,943 | $1.61M | 0.07% | +271+1.2% | Added |
| Hartford Funds Management Co LLC | 23,066 | $1.62M | 0.15% | +2,082+9.9% | Added |
| Citizens National Bank Trust Department | 23,127 | $1.62M | 0.34% | −1,500−6.1% | Reduced |
| Premier Path Wealth Partners, LLC | 23,131 | $1.62M | 0.25% | −20,835−47.4% | Reduced |
| Leavell Investment Management, Inc. | 23,132 | $1.62M | 0.08% | +1,790+8.4% | Added |
| Aventura Private Wealth, LLC | 23,141 | $1.63M | 0.88% | +23,141 | New |
| Beese Fulmer Investment Management, Inc. | 23,231 | $1.63M | 0.14% | −593−2.5% | Reduced |
| XTX Topco Ltd | 23,233 | $1.63M | 0.14% | +23,233 | New |
| Skopos Labs, Inc. | 23,269 | $1.63M | 0.49% | +1,051+4.7% | Added |
| Integrated Advisors Network LLC | 23,469 | $1.65M | 0.08% | −6,178−20.8% | Reduced |
| Sunbelt Securities, Inc. | 23,415 | $1.65M | 0.15% | −415−1.7% | Reduced |
| Hardin Capital Partners, LLC | 16,548 | $1.65M | 1.00% | −99−0.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 23,575 | $1.66M | 0.12% | +23,575 | New |
| Wealthspire Advisors, LLC | 23,611 | $1.66M | 0.02% | +2,507+11.9% | Added |
| First Horizon Advisors, Inc. | 23,639 | $1.66M | 0.05% | −571−2.4% | Reduced |
| Holderness Investments Co | 23,710 | $1.67M | 0.37% | −1,802−7.1% | Reduced |
| Arete Wealth Advisors, LLC | 24,233 | $1.67M | 0.12% | +17,712+271.6% | Added |
| Fiduciary Group LLC | 23,832 | $1.67M | 0.17% | −1,858−7.2% | Reduced |
| Soltis Investment Advisors LLC | 23,859 | $1.68M | 0.16% | +875+3.8% | Added |
| Equitable Trust Co | 23,924 | $1.68M | 0.09% | +4,242+21.6% | Added |
| Fort Sheridan Advisors LLC | 23,980 | $1.68M | 0.25% | −775−3.1% | Reduced |
| Sather Financial Group Inc | 23,983 | $1.68M | 0.11% | +14,532+153.8% | Added |
| Smartleaf Asset Management LLC | 23,929 | $1.68M | 0.17% | +5,878+32.6% | Added |
| Insight Advisors, LLC | 23,948 | $1.69M | 0.29% | −66−0.3% | Reduced |
| Summit Financial, LLC | 24,029 | $1.69M | 0.06% | +1,275+5.6% | Added |
| Silvercrest Asset Management Group LLC | 24,075 | $1.69M | 0.01% | +862+3.7% | Added |
| Trinity Financial Advisors LLC | 24,252 | $1.70M | 0.65% | −65−0.3% | Reduced |
| Meridian Investment Counsel Inc. | 24,295 | $1.71M | 0.51% | −2,086−7.9% | Reduced |
| Laurel Wealth Advisors LLC | 24,322 | $1.71M | 0.27% | −58−0.2% | Reduced |
| Davidson Trust Co | 24,356 | $1.71M | 0.88% | +97+0.4% | Added |
| Dynasty Wealth Management, LLC | 24,686 | $1.73M | 0.03% | −2,232−8.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 24,805 | $1.74M | 0.13% | +7,309+41.8% | Added |
| Foundations Investment Advisors, LLC | 24,881 | $1.75M | 0.03% | +3,398+15.8% | Added |
| London Co of Virginia | 24,901 | $1.75M | 0.01% | 00.0% | Unchanged |
| Cadinha & Co LLC | 24,954 | $1.75M | 0.29% | +382+1.6% | Added |
| FSB Premier Wealth Management, Inc. | 24,958 | $1.75M | 0.70% | −738−2.9% | Reduced |
| Drive Wealth Management, LLC | 24,972 | $1.75M | 0.43% | +823+3.4% | Added |