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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; 2,882 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.

Institutional holdersQ4 2024: 2,564 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,882 institutions
Value heldQ4 2024: $177.5B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,882$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2024.

Institutions holding WFC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Newton One Investments LLC305$21.4K0.01%+305New
Cassady Schiller Wealth Management, LLC308$21.6K0.01%+229+289.9%Added
PFS Partners, LLC311$21.8K0.01%00.0%Unchanged
Clear Street Markets LLC312$21.9K0.01%+312New
Main Street Group, LTD320$22.5K0.01%00.0%Unchanged
Tidemark, LLC323$22.7K0.01%+81+33.5%Added
Medallion Wealth Advisors, LLC319$22.7K0.01%+319New
Cedar Mountain Advisors, LLC330$23.2K0.01%−146−30.7%Reduced
Red Tortoise LLC336$23.6K0.01%00.0%Unchanged
FPC Investment Advisory, Inc.303$23.9K0.02%+303New
Evelyn Partners Investment Management LLP340$23.9K0.00%+340New
Nemes Rush Group LLC341$24.0K0.00%+237+227.9%Added
Veritas Investment Partners (UK) Ltd.350$24.6K0.00%00.0%Unchanged
Archer Investment Corp352$24.7K0.01%00.0%Unchanged
Wintrust Investments LLC358$25.0K0.02%−449−55.6%Reduced
Rialto Wealth Management, LLC376$26.4K0.01%+376New
Mascoma Wealth Management LLC379$26.6K0.01%00.0%Unchanged
Hanson & Doremus Investment Management385$27.0K0.00%00.0%Unchanged
Hallmark Capital Management Inc386$27.1K0.00%00.0%Unchanged
Raffa Wealth Management, LLC396$27.8K0.01%+82+26.1%Added
Costello Asset Management, INC398$28.0K0.02%00.0%Unchanged
Kings Path Partners LLC400$28.1K0.01%00.0%Unchanged
BNP Paribas400$28.1K0.00%+400New
Investment Counsel Co of Nevada400$28.1K0.07%+400New
Lavaca Capital LLC412$28.9K0.01%+412New
True Wealth Design, LLC416$29.2K0.01%+36+9.5%Added
MB, Levis & Associates, LLC419$29.4K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.421$29.6K0.02%−178−29.7%Reduced
Rakuten Securities, Inc.424$29.8K0.01%+237+126.7%Added
Strategic Investment Solutions, Inc.426$29.9K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.432$30.0K0.08%+432New
Bellevue Asset Management, LLC430$30.2K0.02%00.0%Unchanged
Modus Advisors, LLC432$30.3K0.01%+432New
Sanctuary Wealth Management, L.L.C.435$30.6K0.02%00.0%Unchanged
Decker Retirement Planning Inc.450$31.6K0.02%+450New
Parvin Asset Management, LLC450$31.6K0.03%+450New
Private Wealth Management Group, LLC457$32.1K0.01%00.0%Unchanged
Clark Wealth Partners467$32.8K0.03%+467New
Barrett & Company, Inc.477$33.5K0.01%00.0%Unchanged
Arlington Trust Co LLC485$34.1K0.01%00.0%Unchanged
JDM Financial Group LLC486$34.1K0.02%00.0%Unchanged
Byrne Asset Management LLC490$34.4K0.02%00.0%Unchanged
Dunhill Financial, LLC496$34.9K0.02%+193+63.7%Added
E Fund Management (Hong Kong) Co., Ltd.496$35.0K0.03%+496New
Orion Capital Management LLC500$35.1K0.02%+500New
BankPlus Trust Department500$35.1K0.01%+500New
RE Dickinson Investment Advisors, LLC523$36.7K0.02%+3+0.6%Added
Bradley & Co. Private Wealth Management, LLC534$37.5K0.02%+534New
Marshall & Sterling Wealth Advisors Inc.535$37.6K0.03%+535New
WPG Advisers, LLC539$37.9K0.04%+539New
St. Johns Investment Management Company, LLC553$38.8K0.02%00.0%Unchanged
Minot DeBlois Advisors LLC558$39.2K0.04%+558New
FSA Wealth Management LLC598$42.0K0.02%00.0%Unchanged
Aristotle Capital Management, LLC600$42.1K0.00%00.0%Unchanged
AllSquare Wealth Management LLC600$42.1K0.02%00.0%Unchanged
Hurley Capital, LLC581$42.5K0.03%+581New
Fortis Group Advisors, LLC620$43.5K0.01%00.0%Unchanged
Park Place Capital Corp625$43.9K0.01%00.0%Unchanged
Transcendent Capital Group LLC655$46.0K0.02%00.0%Unchanged
High Note Wealth, LLC680$47.8K0.01%+680New
Quintet Private Bank (Europe) S.A.688$48.3K0.00%+688New
REAP Financial Group, LLC695$48.8K0.01%+486+232.5%Added
Painted Porch Advisors LLC705$49.5K0.02%00.0%Unchanged
Truvestments Capital LLC714$50.2K0.01%+194+37.3%Added
Valued Wealth Advisors LLC714$50.2K0.03%+224+45.7%Added
Hoese & Co LLP724$50.9K0.04%00.0%Unchanged
Reyes Financial Architecture, Inc.728$51.1K0.04%+728New
Bank of Jackson Hole Trust732$51.4K0.03%+732New
Centricity Wealth Management, LLC733$51.5K0.05%+733New
Householder Group Estate & Retirement Specialist, LLC742$52.0K0.04%−1,456−66.2%Reduced
Vision Financial Markets LLC766$53.8K0.06%+766New
Mendota Financial Group, LLC767$53.9K0.03%−439−36.4%Reduced
BFSG, LLC772$54.2K0.01%+1+0.1%Added
Financial Management Professionals, Inc.774$54.4K0.01%+30+4.0%Added
Country Trust Bank778$54.6K0.00%00.0%Unchanged
Fairscale Capital, LLC780$54.8K0.05%00.0%Unchanged
Quest 10 Wealth Builders, Inc.797$56.0K0.06%+797New
Advantage Trust Co800$56.2K0.03%00.0%Unchanged
Talon Private Wealth, LLC801$56.3K0.01%+683+578.8%Added
Whipplewood Advisors, LLC804$56.5K0.03%+804New
LFA - Lugano Financial Advisors SA849$59.6K0.04%00.0%Unchanged
Tortoise Investment Management, LLC850$59.7K0.01%+22+2.7%Added
Signature Resources Capital Management, LLC851$59.8K0.05%00.0%Unchanged
Cornerstone Planning Group LLC777$60.6K0.01%+111+16.7%Added
Crowley Wealth Management, Inc.881$61.9K0.05%+881New
Meeder Asset Management Inc894$62.8K0.00%−35−3.8%Reduced
Security National Bank896$62.9K0.01%00.0%Unchanged
Lam Group, Inc.900$63.2K0.05%00.0%Unchanged
XY Capital Ltd905$63.6K0.07%+905New
Financial Gravity Companies, Inc.928$65.2K0.01%+928New
Cyrus J. Lawrence, LLC945$66.0K0.01%−167−15.0%Reduced
Moisand Fitzgerald Tamayo, LLC965$67.8K0.01%00.0%Unchanged
Richardson Financial Services Inc.974$68.6K0.05%−21−2.1%Reduced
Foster Dykema Cabot & Partners, LLC979$68.8K0.01%00.0%Unchanged
Mizuho Bank, Ltd.980$68.8K0.02%+980New
Bernard Wealth Management Corp.996$70.0K0.03%+996New
Keener Financial Planning LLC1,000$70.0K0.04%00.0%Unchanged
Battery Global Advisors, LLC1,000$70.2K0.04%00.0%Unchanged
Redwood Park Advisors LLC1,003$70.5K0.06%+1,003New
Creekmur Asset Management LLC1,030$72.3K0.02%00.0%Unchanged