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 |
|---|---|---|---|---|---|
| F/M Investments LLC | 44,527 | $3.13M | 0.12% | +7,131+19.1% | Added |
| Cidel Asset Management Inc | 44,634 | $3.14M | 0.21% | −5,347−10.7% | Reduced |
| HM Payson & Co | 44,705 | $3.14M | 0.05% | +450+1.0% | Added |
| Kuhn & Co Investment Counsel | 44,942 | $3.16M | 2.68% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 44,969 | $3.16M | 0.06% | −780−1.7% | Reduced |
| Concurrent Investment Advisors, LLC | 45,046 | $3.16M | 0.09% | +3,643+8.8% | Added |
| D L Carlson Investment Group Inc | 45,055 | $3.16M | 0.56% | −420−0.9% | Reduced |
| Joel Isaacson & Co., LLC | 45,477 | $3.19M | 0.14% | +321+0.7% | Added |
| SWS Partners | 45,688 | $3.21M | 0.97% | −1,480−3.1% | Reduced |
| Capital Asset Advisory Services LLC | 45,005 | $3.21M | 0.16% | −2,844−5.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 45,877 | $3.22M | 0.90% | +37,877+473.5% | Added |
| Moody National Bank Trust Division | 45,940 | $3.23M | 0.34% | −2,472−5.1% | Reduced |
| Union Heritage Capital, LLC | 45,970 | $3.23M | 1.19% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 46,036 | $3.23M | 0.09% | +603+1.3% | Added |
| Vontobel Holding Ltd. | 46,051 | $3.23M | 0.01% | −2,182−4.5% | Reduced |
| Avitas Wealth Management LLC | 46,138 | $3.24M | 0.45% | +300+0.7% | Added |
| Coppell Advisory Solutions LLC | 46,138 | $3.25M | 0.46% | −1,826−3.8% | Reduced |
| Choate Investment Advisors | 46,347 | $3.26M | 0.08% | +5,033+12.2% | Added |
| Welch & Forbes LLC | 46,363 | $3.26M | 0.04% | +199+0.4% | Added |
| Benjamin Edwards Inc | 46,729 | $3.28M | 0.05% | −10,730−18.7% | Reduced |
| Brown Brothers Harriman & Co | 46,876 | $3.29M | 0.02% | +4,173+9.8% | Added |
| Capital Investment Advisors, LLC | 47,058 | $3.31M | 0.07% | −2,197−4.5% | Reduced |
| Twin City Private Wealth, LLC | 47,062 | $3.31M | 2.92% | −4,849−9.3% | Reduced |
| Optimas Capital Ltd | 47,400 | $3.33M | 4.49% | +47,400 | New |
| Geneos Wealth Management Inc. | 47,535 | $3.34M | 0.12% | −791−1.6% | Reduced |
| Fiduciary Trust Co | 47,611 | $3.34M | 0.04% | +1,704+3.7% | Added |
| Somerset Group LLC | 47,629 | $3.35M | 3.06% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 47,635 | $3.35M | 0.22% | +1,463+3.2% | Added |
| 3Chopt Investment Partners, LLC | 47,722 | $3.35M | 1.15% | +348+0.7% | Added |
| Inkwell Capital LLC | 48,030 | $3.37M | 3.61% | +48,030 | New |
| Moors & Cabot, Inc. | 48,274 | $3.39M | 0.16% | −3,459−6.7% | Reduced |
| CWA Asset Management Group, LLC | 48,510 | $3.41M | 0.17% | +7,791+19.1% | Added |
| Asio Capital, LLC | 48,760 | $3.42M | 0.65% | −15,230−23.8% | Reduced |
| IFP Advisors, Inc | 48,878 | $3.43M | 0.11% | +8,470+21.0% | Added |
| Buckingham Strategic Partners | 49,050 | $3.45M | 0.06% | +4,377+9.8% | Added |
| Valeo Financial Advisors, LLC | 49,062 | $3.45M | 0.10% | +315+0.6% | Added |
| IMS Capital Management | 49,133 | $3.45M | 1.60% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 49,301 | $3.46M | 0.19% | +3,520+7.7% | Added |
| Sigma Planning Corp | 49,431 | $3.47M | 0.11% | −7,800−13.6% | Reduced |
| Qtron Investments LLC | 49,460 | $3.47M | 0.49% | −9,090−15.5% | Reduced |
| Transcend Wealth Collective, LLC | 49,559 | $3.48M | 0.25% | −2,418−4.7% | Reduced |
| Crestline Management, LP | 49,564 | $3.48M | 0.12% | +22,495+83.1% | Added |
| Boston Private Wealth LLC | 49,637 | $3.49M | 0.07% | +49,637 | New |
| Lombard Odier Asset Management (Switzerland) SA | 49,999 | $3.51M | 0.26% | −1,046−2.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 50,000 | $3.51M | 1.14% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 50,063 | $3.52M | 0.77% | −437−0.9% | Reduced |
| Coldstream Capital Management Inc | 50,072 | $3.52M | 0.07% | +6,099+13.9% | Added |
| 44 Wealth Management LLC | 50,512 | $3.55M | 1.36% | −4,109−7.5% | Reduced |
| SOL Capital Management CO | 50,513 | $3.55M | 0.40% | −50−0.1% | Reduced |
| Pavion Blue Capital, LLC | 50,772 | $3.57M | 1.67% | −169−0.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 51,025 | $3.58M | 0.04% | −3,621−6.6% | Reduced |
| FineMark National Bank & Trust | 51,038 | $3.58M | 0.13% | −938−1.8% | Reduced |
| Cornercap Investment Counsel Inc | 51,193 | $3.60M | 1.16% | −1,732−3.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 51,291 | $3.60M | 0.73% | +347+0.7% | Added |
| Stonebridge Capital Advisors LLC | 51,452 | $3.61M | 0.29% | −1,625−3.1% | Reduced |
| Profund Advisors LLC | 51,641 | $3.63M | 0.13% | −8,222−13.7% | Reduced |
| Wetherby Asset Management Inc | 51,670 | $3.63M | 0.17% | −2,178−4.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 51,805 | $3.64M | 0.13% | −3,020−5.5% | Reduced |
| Associated Banc-Corp | 51,830 | $3.64M | 0.11% | −1,059−2.0% | Reduced |
| Wedbush Securities Inc | 52,061 | $3.66M | 0.13% | +286+0.6% | Added |
| Wittenberg Investment Management, Inc. | 52,457 | $3.68M | 1.45% | −52,073−49.8% | Reduced |
| Quad-Cities Investment Group, LLC | 52,576 | $3.69M | 1.81% | +158+0.3% | Added |
| Montag A & Associates Inc | 52,683 | $3.70M | 0.18% | 00.0% | Unchanged |
| Trust Point Inc. | 52,727 | $3.70M | 0.26% | +1,767+3.5% | Added |
| Verdence Capital Advisors LLC | 52,807 | $3.71M | 0.30% | +4,461+9.2% | Added |
| Focus Financial Network, Inc. | 53,125 | $3.73M | 0.15% | −6,687−11.2% | Reduced |
| Clear Harbor Asset Management, LLC | 53,149 | $3.73M | 0.30% | +1,381+2.7% | Added |
| La Banque Postale Asset Management SA | 53,216 | $3.74M | 0.05% | +35,429+199.2% | Added |
| Equitable Holdings, Inc. | 53,608 | $3.77M | 0.04% | +2,602+5.1% | Added |
| S&CO Inc | 53,658 | $3.77M | 0.26% | 00.0% | Unchanged |
| Signaturefd, LLC | 53,657 | $3.77M | 0.07% | +3,625+7.2% | Added |
| Ethic Inc. | 54,048 | $3.80M | 0.08% | +19,955+58.5% | Added |
| Checchi Capital Advisers, LLC | 54,313 | $3.81M | 0.29% | +1,126+2.1% | Added |
| Haverford Trust Co | 54,319 | $3.82M | 0.04% | +754+1.4% | Added |
| Norden Group LLC | 54,576 | $3.83M | 0.43% | −5,943−9.8% | Reduced |
| Altrafin AG | 54,600 | $3.84M | 1.33% | −3,300−5.7% | Reduced |
| Huntington National Bank | 54,961 | $3.86M | 0.03% | +6,104+12.5% | Added |
| Mitchell Sinkler & Starr | 55,125 | $3.87M | 1.03% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 55,159 | $3.87M | 0.49% | +55,159 | New |
| Advisors Asset Management, Inc. | 55,180 | $3.88M | 0.07% | +7,208+15.0% | Added |
| L2 Asset Management, LLC | 55,202 | $3.88M | 0.85% | +4,578+9.0% | Added |
| Thoroughbred Financial Services, LLC | 55,377 | $3.89M | 0.24% | +5,704+11.5% | Added |
| Two Sigma Investments, LP | 55,459 | $3.90M | 0.01% | −3,489,985−98.4% | Reduced |
| Pinnacle Financial Partners Inc | 61,125 | $3.92M | 0.08% | +12,245+25.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 55,872 | $3.92M | 0.53% | −234−0.4% | Reduced |
| Forum Financial Management, LP | 55,896 | $3.93M | 0.07% | +7,139+14.6% | Added |
| Waterloo Capital, L.P. | 56,028 | $3.94M | 0.41% | −5,428−8.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56,215 | $3.95M | 0.14% | −6,292−10.1% | Reduced |
| Ascent Group, LLC | 56,228 | $3.95M | 0.30% | +4,193+8.1% | Added |
| Portside Wealth Group, LLC | 56,588 | $3.97M | 0.66% | −466−0.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 56,613 | $3.98M | 0.25% | −422−0.7% | Reduced |
| DMKC Advisory Services, LLC | 56,679 | $3.98M | 3.61% | +56,679 | New |
| Parcion Private Wealth LLC | 56,834 | $3.99M | 0.31% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 56,853 | $3.99M | 0.01% | −25,000−30.5% | Reduced |
| Signet Financial Management, LLC | 56,916 | $4.00M | 0.51% | +230+0.4% | Added |
| Algert Global LLC | 56,929 | $4.00M | 0.09% | −13,549−19.2% | Reduced |
| Quinn Opportunity Partners LLC | 57,471 | $4.04M | 0.29% | +57,471 | New |
| Lee Danner & Bass Inc | 58,396 | $4.10M | 0.33% | −500−0.8% | Reduced |
| Headlands Technologies LLC | 59,180 | $4.16M | 0.42% | +766+1.3% | Added |
| Convergence Investment Partners, LLC | 59,369 | $4.17M | 0.93% | +7,286+14.0% | Added |