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 |
|---|---|---|---|---|---|
| Chemistry Wealth Management LLC | 25,326 | $1.78M | 0.42% | +270+1.1% | Added |
| Gilbert & Cook, Inc. | 25,389 | $1.78M | 0.25% | +10,025+65.2% | Added |
| Vista Investment Management | 25,487 | $1.79M | 0.68% | −2,559−9.1% | Reduced |
| Jeppson Wealth Management, LLC | 25,515 | $1.79M | 0.65% | −625−2.4% | Reduced |
| Integrated Investment Consultants, LLC | 25,586 | $1.80M | 0.37% | +17,241+206.6% | Added |
| Lake Street Advisors Group, LLC | 25,688 | $1.80M | 0.08% | +1,409+5.8% | Added |
| Howard Capital Management Inc. | 25,885 | $1.82M | 0.03% | +1,154+4.7% | Added |
| Carnegie Capital Asset Management, LLC | 25,959 | $1.82M | 0.05% | +6,008+30.1% | Added |
| Walter & Keenan Financial Consulting Co | 26,051 | $1.83M | 0.55% | +93+0.4% | Added |
| Private Trust Co NA | 26,119 | $1.83M | 0.19% | +1,224+4.9% | Added |
| Mutual Advisors, LLC | 24,198 | $1.84M | 0.05% | +5,217+27.5% | Added |
| Resources Management Corp | 26,240 | $1.84M | 0.25% | −240−0.9% | Reduced |
| OneAscent Financial Services LLC | 26,389 | $1.85M | 0.16% | +6,376+31.9% | Added |
| Coastwise Capital Group, LLC | 26,401 | $1.85M | 1.48% | −35−0.1% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 26,413 | $1.86M | 1.34% | +26,413 | New |
| Hedges Asset Management LLC | 26,500 | $1.86M | 1.23% | −7,600−22.3% | Reduced |
| National Philanthropic Trust | 26,502 | $1.86M | 0.03% | +1,421+5.7% | Added |
| Everett Harris & Co | 26,621 | $1.87M | 0.02% | −178−0.7% | Reduced |
| Islay Capital Management, LLC | 26,651 | $1.87M | 1.30% | +1,216+4.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 26,850 | $1.89M | 0.06% | +304+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 26,885 | $1.89M | 0.05% | −184−0.7% | Reduced |
| Virtu Financial LLC | 26,930 | $1.89M | 0.10% | +26,930 | New |
| Northside Capital Management, LLC | 27,127 | $1.91M | 0.51% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 27,131 | $1.91M | 0.11% | +10,002+58.4% | Added |
| Evergreen Capital Management LLC | 27,166 | $1.91M | 0.06% | +263+1.0% | Added |
| Terry L. Blaker | 27,221 | $1.91M | 0.07% | +107+0.4% | Added |
| GTS Securities LLC | 27,225 | $1.91M | 0.09% | −108,017−79.9% | Reduced |
| Apella Capital, LLC | 27,537 | $1.93M | 0.07% | −23−0.1% | Reduced |
| Lummis Asset Management, LP | 27,559 | $1.94M | 2.45% | −515−1.8% | Reduced |
| We Are One Seven, LLC | 27,590 | $1.94M | 0.07% | −1,221−4.2% | Reduced |
| One Wealth Advisors, LLC | 27,728 | $1.95M | 0.29% | +2,515+10.0% | Added |
| Potomac Fund Management Inc | 27,875 | $1.96M | 0.11% | +27,875 | New |
| Conning Inc. | 27,896 | $1.96M | 0.07% | −2,498−8.2% | Reduced |
| Blue Capital, Inc. | 28,003 | $1.97M | 1.39% | +28,003 | New |
| Nicholas Hoffman & Company, LLC. | 28,011 | $1.97M | 0.08% | +230+0.8% | Added |
| Banco BTG Pactual S.A. | 28,111 | $1.97M | 0.46% | +28,111 | New |
| Aviso Wealth Management | 28,278 | $1.99M | 1.01% | +11,683+70.4% | Added |
| Mystic Asset Management, Inc. | 28,285 | $1.99M | 0.53% | −710−2.4% | Reduced |
| Pinnacle Bancorp, Inc. | 28,294 | $1.99M | 0.65% | +7,822+38.2% | Added |
| Rothschild Investment LLC | 28,347 | $1.99M | 0.13% | +280+1.0% | Added |
| Raiffeisen Bank International AG | 28,297 | $1.99M | 0.03% | +28,297 | New |
| N.E.W. Advisory Services LLC | 28,416 | $2.00M | 0.19% | −174−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 28,567 | $2.01M | 0.16% | −4,415−13.4% | Reduced |
| Harbour Investments, Inc. | 28,650 | $2.01M | 0.06% | +821+3.0% | Added |
| Baker Avenue Asset Management, LP | 28,653 | $2.01M | 0.06% | +502+1.8% | Added |
| Aptus Capital Advisors, LLC | 28,685 | $2.01M | 0.02% | +813+2.9% | Added |
| Argent Advisors, Inc. | 28,905 | $2.03M | 0.75% | −285−1.0% | Reduced |
| Aspire Private Capital, LLC | 29,151 | $2.05M | 0.51% | +362+1.3% | Added |
| Moneta Group Investment Advisors LLC | 29,424 | $2.07M | 0.03% | −2,289−7.2% | Reduced |
| Marco Investment Management LLC | 29,501 | $2.07M | 0.18% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 29,569 | $2.08M | 0.58% | −482−1.6% | Reduced |
| Shelton Wealth Management, LLC | 29,635 | $2.08M | 1.14% | +20+0.1% | Added |
| NVWM, LLC | 29,673 | $2.08M | 0.53% | −749−2.5% | Reduced |
| Pacifica Partners Inc. | 29,743 | $2.09M | 0.90% | −490−1.6% | Reduced |
| Congress Park Capital LLC | 29,760 | $2.09M | 0.76% | +29,760 | New |
| Peak Asset Management, LLC | 29,788 | $2.09M | 0.39% | −115−0.4% | Reduced |
| Fisher Asset Management, LLC | 29,789 | $2.09M | 0.00% | +4,956+20.0% | Added |
| Founders Financial Securities LLC | 29,819 | $2.09M | 0.19% | +17+0.1% | Added |
| Carret Asset Management, LLC | 29,897 | $2.10M | 0.23% | −275−0.9% | Reduced |
| Alaska Permanent Fund Corp | 29,947 | $2.10M | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 30,131 | $2.12M | 0.14% | +18,896+168.2% | Added |
| Scott & Selber, Inc. | 30,222 | $2.12M | 0.64% | −190−0.6% | Reduced |
| Tradition Wealth Management, LLC | 30,277 | $2.13M | 0.19% | −176−0.6% | Reduced |
| Avantra Family Wealth, Inc. | 30,357 | $2.13M | 1.99% | +30,357 | New |
| Snowden Capital Advisors LLC | 30,380 | $2.13M | 0.07% | −9,757−24.3% | Reduced |
| Smith Shellnut Wilson LLC | 30,387 | $2.13M | 0.94% | +31+0.1% | Added |
| Wilkinson Global Asset Management LLC | 30,400 | $2.14M | 0.13% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 30,427 | $2.14M | 0.21% | −721−2.3% | Reduced |
| Granite Investment Partners, LLC | 30,587 | $2.15M | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 30,720 | $2.16M | 0.39% | −95,464−75.7% | Reduced |
| Argus Investors' Counsel, Inc. | 30,830 | $2.17M | 1.45% | −684−2.2% | Reduced |
| Great Lakes Retirement, Inc. | 30,863 | $2.17M | 0.28% | −128−0.4% | Reduced |
| Easterly Investment Partners LLC | 30,873 | $2.17M | 0.17% | −8,000−20.6% | Reduced |
| Atomi Financial Group, Inc. | 30,976 | $2.18M | 0.11% | +5,121+19.8% | Added |
| Independent Financial Group, LLC | 30,995 | $2.18M | 0.07% | +12,522+67.8% | Added |
| Freemont Management S.A. | 31,200 | $2.19M | 1.08% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 31,350 | $2.19M | 0.17% | +7,945+33.9% | Added |
| Westmount Partners, LLC | 31,352 | $2.20M | 0.67% | −295−0.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 31,500 | $2.21M | 0.65% | −10,500−25.0% | Reduced |
| Johnson Investment Counsel Inc | 31,567 | $2.22M | 0.02% | +3,176+11.2% | Added |
| Applied Capital LLC | 31,600 | $2.22M | 1.74% | −202−0.6% | Reduced |
| Massmutual Trust Co FSB | 31,804 | $2.23M | 0.06% | +7,216+29.3% | Added |
| Silvant Capital Management LLC | 31,844 | $2.24M | 0.09% | −224−0.7% | Reduced |
| Auxier Asset Management | 31,942 | $2.24M | 0.35% | −360−1.1% | Reduced |
| GHP Investment Advisors, Inc. | 31,965 | $2.25M | 0.10% | +5,612+21.3% | Added |
| AF Advisors, Inc. | 32,040 | $2.25M | 0.31% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 32,163 | $2.26M | 0.03% | −13,935−30.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 32,178 | $2.26M | 1.04% | −216−0.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $2.26M | 0.67% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 32,321 | $2.27M | 0.14% | +1,495+4.8% | Added |
| Grimes & Company, Inc. | 32,378 | $2.27M | 0.07% | +700+2.2% | Added |
| Wrapmanager Inc | 32,391 | $2.28M | 0.58% | −1,453−4.3% | Reduced |
| Massachusetts Wealth Management | 32,477 | $2.28M | 1.41% | +1,225+3.9% | Added |
| Bennett Selby Investments LP | 32,576 | $2.29M | 0.91% | +30.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 32,421 | $2.29M | 0.07% | +10,691+49.2% | Added |
| Chicago Partners Investment Group LLC | 32,063 | $2.29M | 0.08% | +309+1.0% | Added |
| Golden State Equity Partners | 32,911 | $2.31M | 0.44% | −179−0.5% | Reduced |
| David Loasby | 33,099 | $2.32M | 0.21% | +627+1.9% | Added |
| Roxbury Financial LLC | 30,469 | $2.32M | 2.24% | +30,469 | New |
| YHB Investment Advisors, Inc. | 33,049 | $2.32M | 0.19% | −1,665−4.8% | Reduced |