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 |
|---|---|---|---|---|---|
| Seed Wealth Management, Inc. | 3,643 | $255.9K | 0.21% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 3,650 | $256.4K | 0.10% | +3,650 | New |
| Five Oceans Advisors | 3,661 | $257.1K | 0.12% | −867−19.1% | Reduced |
| Madrona Financial Services, LLC | 3,668 | $257.6K | 0.07% | +3,668 | New |
| Ashton Thomas Securities, LLC | 3,678 | $257.6K | 0.07% | +562+18.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,670 | $257.8K | 0.05% | +175+5.0% | Added |
| Wedgewood Investors Inc | 3,684 | $258.8K | 0.30% | −200−5.1% | Reduced |
| Outlook Wealth Advisors, LLC | 3,690 | $259.2K | 0.07% | +2+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 3,692 | $259.3K | 0.19% | +125+3.5% | Added |
| RDA Financial Network | 3,706 | $260.3K | 0.08% | +3,706 | New |
| Trustmark National Bank Trust Department | 3,708 | $260.4K | 0.02% | −1,105−23.0% | Reduced |
| First Interstate Bank | 3,713 | $260.8K | 0.02% | −575−13.4% | Reduced |
| Impact Capital Partners LLC | 3,716 | $261.0K | 0.09% | +3,716 | New |
| United Community Bank | 3,718 | $261.2K | 0.10% | +183+5.2% | Added |
| Sargent Investment Group, LLC | 3,704 | $261.2K | 0.04% | +3,704 | New |
| Sonora Investment Management Group, LLC | 3,726 | $261.7K | 0.02% | −137−3.5% | Reduced |
| Lifeworks Advisors, LLC | 3,726 | $261.7K | 0.05% | +3,726 | New |
| Wealthquest Corp | 3,736 | $262.4K | 0.02% | +3,736 | New |
| Financial Security Advisor, Inc. | 3,743 | $262.9K | 0.07% | −100−2.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,745 | $263.1K | 0.02% | +3,745 | New |
| McKinley Carter Wealth Services, Inc. | 3,764 | $264.4K | 0.02% | +3,764 | New |
| Magnolia Capital Advisors LLC | 3,764 | $264.4K | 0.07% | +3,764 | New |
| Grove Street Fiduciary, LLC | 3,766 | $264.5K | 0.14% | +3,766 | New |
| Brio Consultants, LLC | 3,769 | $264.8K | 0.04% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 3,783 | $265.7K | 0.11% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 3,789 | $266.1K | 0.16% | +10+0.3% | Added |
| 49 Wealth Management, LLC | 3,790 | $266.2K | 0.04% | −742−16.4% | Reduced |
| AXS Investments LLC | 3,796 | $266.6K | 0.07% | −451−10.6% | Reduced |
| Crabel Capital Management, LLC | 3,798 | $266.8K | 0.87% | +3,798 | New |
| Colonial Trust Advisors | 3,805 | $267.3K | 0.02% | −902−19.2% | Reduced |
| Strategic Wealth Designers | 3,815 | $268.0K | 0.02% | −102−2.6% | Reduced |
| First Heartland Consultants, Inc. | 3,822 | $268.4K | 0.03% | −1,655−30.2% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,822 | $268.5K | 0.19% | +2+0.1% | Added |
| Petix & Botte Co | 3,828 | $268.9K | 0.07% | 00.0% | Unchanged |
| City Center Advisors, LLC | 3,844 | $270.0K | 0.30% | −982−20.3% | Reduced |
| Guardian Wealth Management, Inc. | 3,852 | $270.6K | 0.18% | −1,017−20.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,853 | $270.6K | 0.10% | +3,853 | New |
| WSFS Capital Management, LLC | 3,854 | $270.7K | 0.01% | +299+8.4% | Added |
| X-Square Capital, LLC | 3,857 | $271.0K | 0.11% | −51−1.3% | Reduced |
| Greenwood Gearhart Inc | 3,861 | $271.2K | 0.02% | +3,861 | New |
| Camden National Bank | 3,866 | $271.5K | 0.04% | −825−17.6% | Reduced |
| Bernardo Wealth Planning LLC | 3,882 | $271.6K | 0.06% | +46+1.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,809 | $271.7K | 0.09% | +167+3.6% | Added |
| Boston Financial Mangement LLC | 3,869 | $271.8K | 0.01% | −159−3.9% | Reduced |
| First Pacific Financial | 3,879 | $272.5K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,883 | $272.7K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 3,900 | $274.0K | 0.03% | −1,100−22.0% | Reduced |
| Peddock Capital Advisors, LLC | 3,905 | $274.3K | 0.07% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 3,914 | $275.0K | 0.26% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 3,925 | $275.7K | 0.05% | −493−11.2% | Reduced |
| Stordahl Capital Management, Inc. | 3,934 | $276.3K | 0.07% | +3,934 | New |
| Wealth Group, Ltd. | 3,947 | $277.0K | 0.18% | +406+11.5% | Added |
| Liberty Square Wealth Partners LLC | 3,465 | $277.1K | 0.10% | +3,465 | New |
| Towerpoint Wealth, LLC | 3,946 | $277.2K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 3,955 | $277.8K | 0.09% | +210+5.6% | Added |
| Bank of Hawaii | 3,957 | $277.9K | 0.02% | −774−16.4% | Reduced |
| tru Independence LLC | 3,958 | $278.0K | 0.09% | −112,759−96.6% | Reduced |
| Summit X, LLC | 3,958 | $278.0K | 0.06% | +352+9.8% | Added |
| Acorn Wealth Advisors, LLC | 3,967 | $278.6K | 0.12% | −275−6.5% | Reduced |
| SignalPoint Asset Management, LLC | 3,974 | $279.1K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,999 | $280.0K | 0.01% | +759+23.4% | Added |
| Epiq Partners, LLC | 4,000 | $281.0K | 0.15% | −853−17.6% | Reduced |
| United Bank | 4,000 | $281.0K | 0.03% | 00.0% | Unchanged |
| Cooper Capital Advisors LLC | 4,012 | $281.8K | 0.29% | +4,012 | New |
| SGL Investment Advisors, Inc. | 3,561 | $282.2K | 0.14% | −25−0.7% | Reduced |
| James Hambro & Partners | 4,019 | $282.5K | 0.01% | −175−4.2% | Reduced |
| Vaughan David Investments LLC | 4,033 | $283.0K | 0.01% | +10.0% | Added |
| Newman Dignan & Sheerar, Inc. | 4,030 | $283.1K | 0.07% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,033 | $283.3K | 0.03% | −364−8.3% | Reduced |
| South Plains Financial, Inc. | 4,038 | $283.6K | 0.22% | +4,038 | New |
| Stonebrook Private Inc. | 4,039 | $283.7K | 0.07% | +248+6.5% | Added |
| Twin Focus Capital Partners, LLC | 4,047 | $284.3K | 0.04% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 5,040 | $284.7K | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 4,070 | $285.9K | 0.04% | −101−2.4% | Reduced |
| Regal Investment Advisors LLC | 4,079 | $286.5K | 0.02% | +4,079 | New |
| Saxon Interests, Inc. | 4,080 | $286.6K | 0.13% | −338−7.7% | Reduced |
| Green Harvest Asset Management LLC | 4,083 | $286.8K | 0.01% | +4,083 | New |
| Tyler-Stone Wealth Management | 4,084 | $286.9K | 0.05% | +161+4.1% | Added |
| CMG Global Holdings, LLC | 3,705 | $287.3K | 0.16% | −1,510−29.0% | Reduced |
| Payden & Rygel | 4,100 | $288.0K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,101 | $288.1K | 0.07% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,108 | $288.5K | 0.05% | −107−2.5% | Reduced |
| Private Wealth Group, LLC | 4,112 | $288.8K | 0.14% | 00.0% | Unchanged |
| Consolidated Planning Corp | 4,113 | $288.9K | 0.04% | −336−7.6% | Reduced |
| Gradient Capital Advisors, LLC | 4,126 | $289.8K | 0.09% | −152−3.6% | Reduced |
| Spring Capital Management, LLC | 4,128 | $290.0K | 0.17% | +4,128 | New |
| Principal Street Partners, LLC | 4,134 | $290.4K | 0.06% | +656+18.9% | Added |
| Centurion Wealth Management LLC | 4,139 | $290.7K | 0.09% | −11−0.3% | Reduced |
| Tillman Hartley LLC | 4,147 | $291.3K | 0.08% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 4,149 | $291.4K | 0.05% | −28−0.7% | Reduced |
| GK Wealth Management LLC | 4,154 | $291.8K | 0.37% | +4,154 | New |
| Centerpoint Advisory Group | 4,159 | $292.1K | 0.28% | +4,159 | New |
| Nations Financial Group Inc, | 4,159 | $292.2K | 0.02% | +44+1.1% | Added |
| Concentrum Wealth Management | 4,165 | $292.6K | 0.10% | +34+0.8% | Added |
| New Covenant Trust Company, N.A. | 4,162 | $293.0K | 0.29% | −139−3.2% | Reduced |
| Romano Brothers and Company | 4,203 | $295.2K | 0.04% | −100−2.3% | Reduced |
| Ellis Investment Partners, LLC | 4,212 | $295.8K | 0.06% | +20.0% | Added |
| Power Wealth Management LLC | 4,230 | $297.1K | 0.12% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4,230 | $297.2K | 0.17% | −757−15.2% | Reduced |
| Catalytic Wealth RIA, LLC | 4,234 | $297.4K | 0.05% | −11−0.3% | Reduced |