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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,882 | $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 |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 1,035 | $72.7K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,044 | $73.4K | 0.04% | −49−4.5% | Reduced |
| Atticus Wealth Management, LLC | 1,050 | $73.8K | 0.02% | −416−28.4% | Reduced |
| Optimum Investment Advisors | 1,076 | $75.6K | 0.03% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1,099 | $77.2K | 1.79% | +1,099 | New |
| Eagle Bay Advisors LLC | 1,102 | $77.4K | 0.05% | −527−32.4% | Reduced |
| Bogart Wealth, LLC | 1,117 | $78.5K | 0.00% | +219+24.4% | Added |
| Beaird Harris Wealth Management, LLC | 1,124 | $79.0K | 0.01% | +327+41.0% | Added |
| Frazier Financial Advisors, LLC | 1,142 | $80.4K | 0.06% | −24−2.1% | Reduced |
| Silicon Valley Capital Partners | 1,159 | $81.4K | 0.01% | +59+5.4% | Added |
| Old Point Trust & Financial Services N A | 1,183 | $83.1K | 0.03% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,204 | $84.6K | 0.04% | +4+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,210 | $85.0K | 0.03% | −19−1.5% | Reduced |
| Arcadia Investment Management Corp | 1,221 | $85.8K | 0.01% | +221+22.1% | Added |
| WR Wealth Planners, LLC | 1,224 | $86.0K | 0.03% | +162+15.3% | Added |
| Investment Research & Advisory Group, Inc. | 1,225 | $86.0K | 0.04% | 00.0% | Unchanged |
| Financial Life Planners | 1,233 | $86.6K | 0.07% | +1,233 | New |
| Bellwether Advisors, LLC | 1,235 | $86.7K | 0.02% | +1,235 | New |
| Ramirez Asset Management, Inc. | 1,244 | $87.4K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 1,267 | $89.1K | 0.01% | +6+0.5% | Added |
| Clarity Asset Management, Inc. | 1,270 | $89.2K | 0.06% | +4+0.3% | Added |
| Clean Yield Group | 1,282 | $90.0K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,285 | $90.3K | 0.01% | +1,285 | New |
| Union Savings Bank | 1,293 | $90.8K | 0.04% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,300 | $91.3K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,324 | $93.0K | 0.01% | +304+29.8% | Added |
| Kessler Investment Group, LLC | 1,328 | $93.3K | 0.04% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,346 | $94.5K | 0.06% | +1,346 | New |
| Family CFO Inc | 1,347 | $94.6K | 0.05% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,357 | $95.3K | 0.09% | +1,357 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1,373 | $96.4K | 0.19% | +1,373 | New |
| Exane Asset Management | 1,332 | $96.9K | 0.06% | +1,332 | New |
| Loomis Sayles & Co L P | 1,384 | $97.0K | 0.00% | +196+16.5% | Added |
| NewSquare Capital LLC | 1,385 | $97.3K | 0.01% | +1,219+734.3% | Added |
| Financial Perspectives, Inc | 1,393 | $97.8K | 0.03% | +382+37.8% | Added |
| Rocky Mountain Advisers, LLC | 1,400 | $98.3K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,406 | $98.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,424 | $100.0K | 0.02% | −75−5.0% | Reduced |
| Cranbrook Wealth Management, LLC | 1,425 | $100.1K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,431 | $100.5K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,435 | $101.0K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,451 | $101.9K | 0.00% | −1,373−48.6% | Reduced |
| City Holding Co | 1,460 | $102.5K | 0.01% | +300+25.9% | Added |
| Hillsdale Investment Management Inc. | 1,462 | $102.7K | 0.01% | −3,800−72.2% | Reduced |
| Centerpoint Advisors, LLC | 1,463 | $103.0K | 0.04% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,471 | $103.3K | 0.09% | +1,471 | New |
| Beacon Capital Management, LLC | 1,480 | $103.9K | 0.01% | +4+0.3% | Added |
| American National Bank | 1,491 | $104.7K | 0.01% | −254−14.6% | Reduced |
| Bank of New Hampshire | 1,515 | $106.4K | 0.03% | +295+24.2% | Added |
| Capula Management Ltd | 1,518 | $106.6K | 0.00% | +340+28.9% | Added |
| Richards, Merrill & Peterson, Inc. | 1,532 | $107.6K | 0.06% | +1,532 | New |
| Quarry LP | 1,534 | $107.7K | 0.02% | +1,534 | New |
| Kohmann Bosshard Financial Services, LLC | 1,564 | $109.9K | 0.01% | +1,564 | New |
| Bay Harbor Wealth Management, LLC | 1,569 | $110.2K | 0.04% | +54+3.6% | Added |
| Addison Advisors LLC | 1,580 | $111.0K | 0.03% | +5+0.3% | Added |
| Prestige Wealth Management Group LLC | 1,604 | $112.7K | 0.02% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,653 | $116.1K | 0.08% | +1,653 | New |
| Compass Financial Services Inc | 1,664 | $116.9K | 0.07% | +1,664 | New |
| Rogco, LP | 1,665 | $117.0K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 1,704 | $119.7K | 0.09% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,707 | $119.9K | 0.05% | +1,207+241.4% | Added |
| Adirondack Trust Co | 1,714 | $120.4K | 0.05% | 00.0% | Unchanged |
| First United Bank Trust | 1,720 | $120.8K | 0.04% | −500−22.5% | Reduced |
| Sherman Asset Management, Inc. | 1,729 | $121.4K | 0.11% | +1,729 | New |
| AlphaCentric Advisors LLC | 1,738 | $122.1K | 0.12% | −87−4.8% | Reduced |
| Key Financial Inc | 1,749 | $122.8K | 0.03% | +71+4.2% | Added |
| Abound Wealth Management | 1,762 | $123.8K | 0.04% | −13−0.7% | Reduced |
| Riverview Trust Co | 1,788 | $125.6K | 0.11% | +14+0.8% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 1,788 | $125.6K | 0.05% | +1,788 | New |
| Glass Jacobson Investment Advisors llc | 1,795 | $126.1K | 0.04% | +516+40.3% | Added |
| Heritage Wealth Advisors | 1,806 | $126.9K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 1,809 | $127.1K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,878 | $131.9K | 0.02% | −30−1.6% | Reduced |
| Stonebridge Financial Group, LLC | 1,897 | $133.2K | 0.01% | +1,897 | New |
| McIlrath & Eck, LLC | 1,898 | $133.3K | 0.02% | +704+59.0% | Added |
| Northwest Capital Management Inc | 1,908 | $134.0K | 0.06% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $134.0K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,941 | $136.3K | 0.01% | −81−4.0% | Reduced |
| Hollencrest Capital Management | 1,977 | $138.9K | 0.01% | +80+4.2% | Added |
| Spirit of America Management Corp | 2,000 | $140.5K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,000 | $140.5K | 0.06% | 00.0% | Unchanged |
| Trust Co | 2,003 | $140.7K | 0.02% | −84−4.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,008 | $141.0K | 0.01% | −592−22.8% | Reduced |
| Global Financial Private Client, LLC | 2,028 | $142.4K | 0.05% | −676−25.0% | Reduced |
| Syntax Research, Inc. | 2,036 | $143.0K | 0.10% | 00.0% | Unchanged |
| Bank & Trust Co | 2,037 | $143.1K | 0.12% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,050 | $144.0K | 0.03% | −100−4.7% | Reduced |
| Carolinas Wealth Consulting LLC | 2,085 | $146.4K | 0.03% | +293+16.4% | Added |
| Acropolis Investment Management, LLC | 2,105 | $147.9K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,160 | $151.7K | 0.05% | +10.0% | Added |
| Flagship Wealth Advisors, LLC | 2,191 | $153.9K | 0.09% | +2,191 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $154.1K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,200 | $154.5K | 0.07% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,235 | $157.0K | 0.01% | +252+12.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,245 | $157.7K | 0.03% | −553−19.8% | Reduced |
| DT Investment Partners, LLC | 2,267 | $159.2K | 0.01% | −1,584−41.1% | Reduced |
| Elgethun Capital Management | 2,297 | $161.3K | 0.04% | −88,263−97.5% | Reduced |
| Hemington Wealth Management | 2,364 | $166.0K | 0.04% | +278+13.3% | Added |
| Ethos Financial Group, LLC | 2,367 | $166.3K | 0.02% | +2,367 | New |
| Paladin Advisory Group, LLC | 2,410 | $169.3K | 0.13% | −534−18.1% | Reduced |