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 |
|---|---|---|---|---|---|
| Worth Asset Management, LLC | 33,123 | $2.33M | 1.24% | +33,123 | New |
| Leonteq Securities AG | 33,151 | $2.33M | 0.23% | −2,495−7.0% | Reduced |
| Neville Rodie & Shaw Inc | 33,423 | $2.35M | 0.17% | +9,819+41.6% | Added |
| ZWJ Investment Counsel Inc | 33,540 | $2.36M | 0.10% | +591+1.8% | Added |
| Schnieders Capital Management LLC | 33,629 | $2.36M | 0.47% | −925−2.7% | Reduced |
| Griffith & Werner, Inc. | 33,847 | $2.38M | 1.57% | +33,847 | New |
| Sheaff Brock Investment Advisors, LLC | 34,000 | $2.39M | 0.21% | +12,319+56.8% | Added |
| Miller Investment Management, LP | 34,082 | $2.39M | 0.26% | 00.0% | Unchanged |
| Shell Asset Management Co | 34,171 | $2.40M | 0.10% | −1,800−5.0% | Reduced |
| Jain Global LLC | 34,247 | $2.41M | 0.07% | +34,247 | New |
| Cigna Investments Inc | 34,284 | $2.41M | 0.42% | −1,778−4.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 34,314 | $2.41M | 0.45% | −25,156−42.3% | Reduced |
| Diversified Trust Co | 34,468 | $2.42M | 0.06% | +10,133+41.6% | Added |
| Iams Wealth Management, LLC | 34,981 | $2.46M | 1.13% | −164−0.5% | Reduced |
| Triangle Securities Wealth Management | 35,061 | $2.46M | 0.63% | −630−1.8% | Reduced |
| Miracle Mile Advisors, LLC | 35,166 | $2.47M | 0.05% | +13,981+66.0% | Added |
| Round Hill Asset Management | 35,192 | $2.47M | 1.74% | −4,600−11.6% | Reduced |
| Marotta Asset Management | 35,237 | $2.47M | 0.52% | 00.0% | Unchanged |
| Tower Bridge Advisors | 35,446 | $2.49M | 0.27% | −1,200−3.3% | Reduced |
| Johnson Financial Group, Inc. | 31,665 | $2.50M | 0.12% | −12,015−27.5% | Reduced |
| Koss-Olinger Consulting, LLC | 35,536 | $2.50M | 0.22% | −3,849−9.8% | Reduced |
| LGT Group Foundation | 35,658 | $2.50M | 0.04% | −20,153−36.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 35,722 | $2.51M | 0.13% | +35,722 | New |
| First Citizens Bank & Trust Co | 35,854 | $2.52M | 0.05% | −2,123−5.6% | Reduced |
| Keystone Wealth Services, LLC | 35,969 | $2.53M | 0.67% | −10.0% | Reduced |
| Ally Financial Inc. | 36,000 | $2.53M | 0.31% | +6,000+20.0% | Added |
| Fidelis Capital Partners, LLC | 32,464 | $2.54M | 0.25% | +7,979+32.6% | Added |
| Alpha Cubed Investments, LLC | 36,180 | $2.54M | 0.12% | −205−0.6% | Reduced |
| Wesbanco Bank Inc | 36,226 | $2.54M | 0.09% | −663−1.8% | Reduced |
| American Money Management, LLC | 36,706 | $2.58M | 0.50% | +2,080+6.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 36,829 | $2.59M | 0.72% | −1,245−3.3% | Reduced |
| QV Investors Inc. | 36,867 | $2.59M | 0.27% | −720−1.9% | Reduced |
| RFG Advisory, LLC | 36,935 | $2.59M | 0.07% | +11,549+45.5% | Added |
| Evercore Wealth Management, LLC | 36,995 | $2.60M | 0.04% | −209−0.6% | Reduced |
| Stableford Capital II LLC | 37,121 | $2.61M | 1.03% | −496−1.3% | Reduced |
| Centaurus Financial, Inc. | 37,129 | $2.61M | 0.16% | −153−0.4% | Reduced |
| Parallel Advisors, LLC | 37,227 | $2.61M | 0.06% | +4,429+13.5% | Added |
| E Fund Management Co., Ltd. | 37,271 | $2.62M | 0.13% | +13,451+56.5% | Added |
| Aspen Grove Capital, LLC | 37,354 | $2.62M | 0.56% | −185−0.5% | Reduced |
| Legato Capital Management LLC | 37,484 | $2.63M | 0.34% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 37,485 | $2.63M | 0.10% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,739 | $2.65M | 0.40% | −48−0.1% | Reduced |
| Selway Asset Management | 37,800 | $2.66M | 1.04% | +6,400+20.4% | Added |
| HF Advisory Group, LLC | 37,946 | $2.67M | 1.23% | −947−2.4% | Reduced |
| Pictet Bank & Trust Ltd | 38,025 | $2.67M | 2.67% | +1,525+4.2% | Added |
| SBI Securities Co., Ltd. | 38,199 | $2.68M | 0.08% | +38,199 | New |
| Twinbeech Capital LP | 38,333 | $2.69M | 0.05% | +38,333 | New |
| Oarsman Capital, Inc. | 38,409 | $2.70M | 0.47% | +640+1.7% | Added |
| Cunning Capital Partners, LP | 38,675 | $2.72M | 1.68% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 39,074 | $2.74M | 0.68% | −1,756−4.3% | Reduced |
| Pring Turner Capital Group Inc | 39,230 | $2.76M | 1.85% | −1,139−2.8% | Reduced |
| Capital Investment Counsel, Inc | 39,348 | $2.76M | 0.42% | −8,813−18.3% | Reduced |
| Foster Group, Inc. | 39,422 | $2.77M | 0.11% | −3,740−8.7% | Reduced |
| Quadrant Capital Group LLC | 39,467 | $2.77M | 0.19% | +259+0.7% | Added |
| Pallas Capital Advisors LLC | 39,594 | $2.78M | 0.12% | −782−1.9% | Reduced |
| United Asset Strategies, Inc. | 39,648 | $2.78M | 0.26% | −345−0.9% | Reduced |
| National Asset Management, Inc. | 39,768 | $2.79M | 0.09% | −8,233−17.2% | Reduced |
| Avestar Capital, LLC | 39,854 | $2.80M | 0.25% | +1,803+4.7% | Added |
| Quantessence Capital LLC | 39,939 | $2.81M | 1.15% | +39,939 | New |
| Wolverine Asset Management LLC | 40,065 | $2.81M | 0.05% | −4,034−9.1% | Reduced |
| Capital International Sarl | 40,121 | $2.82M | 0.07% | −1,848−4.4% | Reduced |
| Voya Financial Advisors, Inc. | 40,077 | $2.82M | 0.31% | +2,007+5.3% | Added |
| Transform Wealth, LLC | 40,187 | $2.82M | 0.16% | −188,408−82.4% | Reduced |
| Crestwood Advisors Group LLC | 40,277 | $2.83M | 0.05% | +3,260+8.8% | Added |
| Prime Capital Investment Advisors, LLC | 40,547 | $2.85M | 0.04% | −91−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 40,666 | $2.86M | 0.03% | +21,276+109.7% | Added |
| Gladstone Institutional Advisory LLC | 40,687 | $2.86M | 0.13% | +6,284+18.3% | Added |
| J.W. Cole Advisors, Inc. | 40,735 | $2.86M | 0.12% | +1,754+4.5% | Added |
| Shayne & Co., LLC | 40,977 | $2.88M | 0.75% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 40,999 | $2.88M | 0.05% | −141,001−77.5% | Reduced |
| Ballentine Partners, LLC | 41,289 | $2.90M | 0.05% | +1,622+4.1% | Added |
| HTLF Bank | 41,494 | $2.91M | 0.33% | −2,384−5.4% | Reduced |
| Central Pacific Bank - Trust Division | 41,570 | $2.92M | 0.38% | −10,500−20.2% | Reduced |
| Madison Asset Management, LLC | 41,587 | $2.92M | 0.03% | −48,141−53.7% | Reduced |
| Madison Investment Advisors, LLC | 41,587 | $2.92M | 0.03% | +41,587 | New |
| Central Trust Co | 41,962 | $2.95M | 0.07% | +1,814+4.5% | Added |
| LGT Fund Management Co Ltd. | 41,995 | $2.95M | 0.26% | 00.0% | Unchanged |
| Cullinan Associates Inc | 42,245 | $2.97M | 0.19% | −1,900−4.3% | Reduced |
| Kodai Capital Management LP | 42,257 | $2.97M | 0.12% | +42,257 | New |
| Smith, Salley & Associates | 42,334 | $2.97M | 0.19% | +512+1.2% | Added |
| Gs Investments, Inc. | 42,400 | $2.98M | 1.35% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 42,419 | $2.98M | 0.06% | −888−2.1% | Reduced |
| KCM Investment Advisors LLC | 42,460 | $2.98M | 0.10% | +2,464+6.2% | Added |
| GAMMA Investing LLC | 42,478 | $2.98M | 0.25% | +4,999+13.3% | Added |
| Wynn Capital, LLC | 42,491 | $2.98M | 1.88% | −75−0.2% | Reduced |
| Naviter Wealth, LLC | 42,506 | $2.99M | 0.36% | +775+1.9% | Added |
| Peoples Bank | 42,789 | $3.01M | 2.08% | −1,120−2.6% | Reduced |
| Argyle Capital Management Inc. | 42,796 | $3.01M | 1.18% | +703+1.7% | Added |
| NWF Advisory Services Inc. | 42,819 | $3.01M | 0.44% | −2,947−6.4% | Reduced |
| White Pine Capital LLC | 42,888 | $3.01M | 1.01% | −32−0.1% | Reduced |
| Vista Wealth Management Group, LLC | 42,982 | $3.02M | 0.19% | +5,974+16.1% | Added |
| Trust Asset Management LLC | 43,152 | $3.03M | 0.24% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 43,261 | $3.04M | 0.20% | −810−1.8% | Reduced |
| Oppenheimer & Co Inc | 44,007 | $3.09M | 0.05% | +5,717+14.9% | Added |
| Goelzer Investment Management, Inc. | 44,110 | $3.10M | 0.18% | −1,223−2.7% | Reduced |
| NBT Bank N A | 44,289 | $3.11M | 0.22% | −602−1.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $3.11M | 0.03% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 44,364 | $3.12M | 1.88% | +916+2.1% | Added |
| Angeles Wealth Management, LLC | 44,469 | $3.12M | 0.26% | +29,604+199.2% | Added |
| RNC Capital Management LLC | 44,476 | $3.12M | 0.17% | +25,127+129.9% | Added |