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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
Hazlett, Burt & Watson, Inc.3,169$221.0K0.10%00.0%Unchanged
Baldwin Investment Management, LLC3,153$221.4K0.03%+3,153New
Forza Wealth Management, LLC3,164$222.2K0.10%+3,164New
Capital Advisors Inc3,170$222.7K0.00%+3,170New
Financial Management Network Inc3,136$223.6K0.05%−509−14.0%Reduced
WealthPLAN Partners, LLC3,184$223.7K0.03%+3,184New
Brave Asset Management Inc3,187$223.9K0.07%−1,604−33.5%Reduced
DF Dent & Co Inc3,189$224.0K0.00%−10,039−75.9%Reduced
Jessup Wealth Management, Inc3,194$224.3K0.10%+3,194New
Caledonia (Private) Investments Pty Ltd3,198$224.6K0.00%+3,198New
Investment Advisory Group, LLC3,206$225.2K0.08%−2,770−46.4%Reduced
Consilio Wealth Advisors, LLC3,209$225.4K0.09%+3,209New
Executive Wealth Management, LLC3,211$225.5K0.02%+3,211New
Emergent Wealth Advisors, LLC3,212$225.6K0.16%+3,212New
Goldstone Financial Group, LLC3,223$226.4K0.04%+3,223New
Summit Wealth & Retirement Planning, Inc.3,223$226.4K0.07%+3,223New
Granite Harbor Advisors, Inc.3,224$226.5K0.13%+3,224New
Traynor Capital Management, Inc.3,224$226.5K0.02%−486−13.1%Reduced
Capstone Financial Advisors, Inc.3,227$226.7K0.01%+3,227New
Advisory Resource Group3,228$226.8K0.05%+3,228New
Hara Capital LLC3,242$227.7K0.14%00.0%Unchanged
Hanlon Investment Management, Inc.3,243$227.8K0.06%+3,243New
Financial Advisory Corp3,248$228.0K0.08%+3,248New
Builder Investment Group Inc3,250$228.3K0.06%−1,000−23.5%Reduced
Balentine LLC3,250$228.3K0.01%−506−13.5%Reduced
ESL Trust Services, LLC3,250$228.3K0.05%+3,162+3,593.2%Added
Angeles Investment Advisors, LLC3,250$228.3K0.01%+3,250New
Sunburst Financial Group, LLC3,252$228.4K0.06%+3,252New
Root Financial Partners, LLC3,253$228.5K0.03%+3,253New
Paragon Capital Management Ltd3,256$228.7K0.05%+3,256New
BSW Wealth Partners3,268$229.5K0.03%+3,268New
Pacific Sage Partners, LLC3,269$229.6K0.05%+3,269New
BXM Wealth LLC3,276$230.1K0.32%+3,276New
Oregon Pacific Wealth Management, LLC3,290$231.1K0.23%+3,290New
Tempus Wealth Planning, LLC3,291$231.2K0.07%+3,291New
Washington Capital Management Inc3,300$231.8K0.18%+3,300New
Copperleaf Capital, LLC3,300$231.8K0.15%+3,300New
West Wealth Group, LLC3,301$231.9K0.07%+3,301New
Aletheian Wealth Advisors LLC3,307$232.3K0.14%+3,307New
BetterWealth, LLC3,318$233.1K0.06%+3,318New
Rise Advisors, LLC3,320$233.2K0.11%+17+0.5%Added
Bangor Savings Bank3,322$233.3K0.02%00.0%Unchanged
Instrumental Wealth, LLC3,012$233.5K0.22%+3,012New
Capital Advisors, Ltd. LLC3,334$234.0K0.03%+64+2.0%Added
Cedar Point Capital Partners, LLC3,332$234.0K0.16%+3,332New
Financial Network Wealth Advisors LLC3,338$234.5K0.44%−11,853−78.0%Reduced
Geller Advisors LLC3,342$234.7K0.02%+3,342New
Flagship Harbor Advisors, LLC3,346$235.0K0.01%−253−7.0%Reduced
United Bank3,357$235.8K0.10%+3,357New
Jackson Thornton Asset Management, LLC3,365$236.4K0.03%+3,365New
Chiron Capital Management, LLC3,371$236.8K0.22%−6,740−66.7%Reduced
City State Bank3,379$237.3K0.08%00.0%Unchanged
Finer Wealth Management, Inc.3,382$237.6K0.14%+3,382New
Charles Schwab Trust Co3,387$237.9K0.02%+3,387New
Buttonwood Financial Advisors Inc.3,392$238.2K0.10%+3,392New
New Jersey Better Educational Savings Trust3,398$238.7K0.46%+3,398New
Novare Capital Management LLC3,399$238.7K0.02%−261−7.1%Reduced
SFE Investment Counsel3,399$238.7K0.05%+3,399New
Entropy Technologies, LP3,400$238.8K0.02%+3,400New
Claret Asset Management Corp3,402$239.0K0.04%+3,402New
Hurlow Wealth Management Group, Inc.3,426$240.6K0.08%+3,426New
Fountainhead AM, LLC3,426$240.6K0.04%+3,426New
Capital Advisors Wealth Management, LLC3,428$240.8K0.04%+3,428New
Motive Wealth Advisors3,433$241.1K0.13%+3,433New
Powers Advisory Group, LLC3,441$241.7K0.12%+3,441New
Symphony Financial, Ltd. Co.3,106$241.8K0.04%+3,106New
Addison Capital Co3,444$241.9K0.10%−562−14.0%Reduced
McMill Wealth Management3,449$242.3K0.10%+3,449New
Amarillo National Bank3,450$242.3K0.04%+3,450New
Cherry Tree Wealth Management, LLC3,459$243.0K0.06%00.0%Unchanged
Galvin, Gaustad & Stein, LLC3,462$243.1K0.02%+3,462New
Lionshead Wealth Management, LLC3,462$243.2K0.18%+3,462New
Quantum Private Wealth, LLC3,463$243.2K0.08%+3,463New
Sprinkle Financial Consultants LLC3,473$243.9K0.17%+3,473New
Greenwich Wealth Management LLC3,475$244.0K0.02%+3,475New
Northstar Group, Inc.3,474$244.0K0.04%+3,474New
Trust Co of Virginia3,476$244.2K0.02%+3,476New
Atlas Legacy Advisors, LLC3,486$244.9K0.06%+3,486New
Towarzystwo Funduszy Inwestycyjnych Pzu SA3,490$245.1K0.08%+540+18.3%Added
Braun-Bostich & Associates Inc.3,498$245.7K0.18%+3,498New
Custom Index Systems, LLC3,500$245.8K0.13%+3,500New
Walkner Condon Financial Advisors LLC3,507$246.3K0.05%+3,507New
Gillespie Robinson & Grimm Inc3,525$247.6K0.02%+3,525New
Centennial Wealth Advisory LLC3,525$247.6K0.10%−134−3.7%Reduced
JGP Wealth Management, LLC3,533$248.2K0.03%+3,533New
Dark Forest Capital Management LP3,549$249.3K0.04%−13,932−79.7%Reduced
Bordeaux Wealth Advisors LLC3,552$249.5K0.04%+3,552New
V-Square Quantitative Management LLC3,555$249.7K0.04%−438−11.0%Reduced
Centennial Bank3,562$250.2K0.12%−129−3.5%Reduced
Capital Management Associates, Inc3,568$250.6K0.09%−531−13.0%Reduced
Beck Mack & Oliver LLC3,572$250.9K0.00%+3,572New
Paradigm Financial Partners, LLC3,574$251.1K0.03%+542+17.9%Added
Beacon Financial Advisory LLC3,587$252.0K0.08%+3,587New
SWP Financial LLC3,597$252.7K0.15%+3,597New
FDx Advisors, Inc.3,597$253.0K0.07%−115−3.1%Reduced
Eagle Wealth Strategies LLC3,612$253.7K0.18%+57+1.6%Added
J. Safra Sarasin Holding AG3,614$253.8K0.00%+3,614New
Boston Family Office LLC3,623$254.0K0.02%00.0%Unchanged
Endowment Wealth Management, Inc.3,620$254.2K0.17%+20+0.6%Added
Ignite Planners, LLC3,579$255.2K0.06%+3,579New