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 |
|---|---|---|---|---|---|
| First American Bank | 4,235 | $297.5K | 0.02% | −716−14.5% | Reduced |
| WealthTrust Axiom LLC | 4,237 | $297.6K | 0.09% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 4,237 | $297.6K | 0.17% | +4,237 | New |
| Affinity Capital Advisors, LLC | 4,160 | $297.8K | 0.06% | −273−6.2% | Reduced |
| Arista Wealth Management, LLC | 4,259 | $299.1K | 0.07% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 4,263 | $299.5K | 0.15% | +12+0.3% | Added |
| IFG Advisors, LLC | 4,278 | $300.5K | 0.06% | +10.0% | Added |
| Professional Financial Advisors, LLC | 4,279 | $300.5K | 0.08% | +21+0.5% | Added |
| MJP Associates Inc | 4,281 | $300.7K | 0.05% | +4,281 | New |
| Keynote Financial Services LLC | 4,290 | $301.3K | 0.23% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,290 | $301.3K | 0.07% | +4,290 | New |
| Boyd Watterson Asset Management LLC | 4,291 | $301.4K | 0.08% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,299 | $302.0K | 0.04% | +65+1.5% | Added |
| Scratch Capital LLC | 4,299 | $302.0K | 0.37% | +4,299 | New |
| Levin Capital Strategies, L.P. | 4,300 | $302.0K | 0.03% | 00.0% | Unchanged |
| Carbahal Olsen Financial Services Group, LLC | 4,320 | $303.4K | 0.28% | +4,320 | New |
| Southland Equity Partners LLC | 4,327 | $303.9K | 0.07% | +6+0.1% | Added |
| West Michigan Advisors, LLC | 4,339 | $304.8K | 0.09% | +4,339 | New |
| Chesapeake Wealth Management | 4,340 | $304.8K | 0.10% | +74+1.7% | Added |
| Capital Performance Advisors LLP | 4,346 | $305.3K | 0.10% | +2,582+146.4% | Added |
| Sentinus, LLC | 4,352 | $305.7K | 0.09% | +800+22.5% | Added |
| Revolve Wealth Partners, LLC | 4,390 | $308.4K | 0.05% | −10.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 4,400 | $309.1K | 0.07% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 4,400 | $309.1K | 0.13% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 4,411 | $309.8K | 0.13% | −1,091−19.8% | Reduced |
| Y.D. More Investments Ltd | 4,413 | $310.0K | 0.03% | +2,152+95.2% | Added |
| Moloney Securities Asset Management, LLC | 4,423 | $310.7K | 0.04% | +4,423 | New |
| Seeds Investor LLC | 4,424 | $310.7K | 0.09% | −30−0.7% | Reduced |
| Atwood & Palmer Inc | 4,425 | $310.8K | 0.02% | −1,500−25.3% | Reduced |
| Laraway Financial Inc | 4,429 | $311.1K | 0.25% | +10.0% | Added |
| Cary Street Partner Investment Advisory LLC | 4,430 | $311.2K | 0.20% | −11,067−71.4% | Reduced |
| Maripau Wealth Management LLC | 4,435 | $311.5K | 0.18% | +4,435 | New |
| MBL Wealth, LLC | 4,438 | $311.7K | 0.03% | −258−5.5% | Reduced |
| GW&K Investment Management, LLC | 4,444 | $312.0K | 0.00% | −139−3.0% | Reduced |
| Johnson & White Wealth Management, LLC | 4,449 | $312.0K | 0.19% | +4,449 | New |
| Private Capital Management LLC | 4,442 | $312.0K | 0.06% | −3,821−46.2% | Reduced |
| Ewa, LLC | 4,446 | $312.3K | 0.12% | +39+0.9% | Added |
| TCI Wealth Advisors, Inc. | 4,448 | $312.4K | 0.03% | −393−8.1% | Reduced |
| Keebeck Wealth Management, LLC | 4,472 | $314.1K | 0.05% | +886+24.7% | Added |
| Bill Few Associates, Inc. | 4,487 | $315.2K | 0.11% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 4,497 | $315.9K | 0.14% | +109+2.5% | Added |
| GPS Wealth Strategies Group, LLC | 4,509 | $316.7K | 0.04% | +3,080+215.5% | Added |
| Talisman Wealth Advisors LLC | 4,522 | $317.6K | 0.34% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,541 | $318.9K | 0.03% | +129+2.9% | Added |
| Wealth Alliance Advisory Group, LLC | 4,556 | $320.0K | 0.07% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 4,560 | $320.3K | 0.21% | 00.0% | Unchanged |
| Charter Trust Co | 4,561 | $320.4K | 0.02% | 00.0% | Unchanged |
| Forte Capital LLC | 4,575 | $321.3K | 0.04% | 00.0% | Unchanged |
| Sym Financial Corp | 4,597 | $322.9K | 0.04% | −1,640−26.3% | Reduced |
| LifePlan Financial, LLC | 4,616 | $324.2K | 0.29% | −2,450−34.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,636 | $325.6K | 0.11% | −112−2.4% | Reduced |
| Alternative Investment Advisors, LLC. | 4,654 | $326.9K | 0.17% | +3+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 4,655 | $327.0K | 0.15% | +10.0% | Added |
| Buckhead Capital Management LLC | 4,689 | $329.4K | 0.11% | 00.0% | Unchanged |
| First Financial Group Corp | 4,704 | $330.4K | 0.37% | +4,704 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4,718 | $331.5K | 0.00% | +319+7.3% | Added |
| Oak Hill Wealth Advisors, LLC | 4,719 | $331.5K | 0.08% | +4,719 | New |
| O'Rourke & Company, Inc | 4,726 | $332.0K | 0.16% | +3+0.1% | Added |
| Aprio Wealth Management, LLC | 4,738 | $332.8K | 0.05% | −1,639−25.7% | Reduced |
| Leo Wealth, LLC | 4,743 | $333.1K | 0.03% | −90−1.9% | Reduced |
| Oliver Luxxe Assets LLC | 5,902 | $333.4K | 0.06% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 4,752 | $333.8K | 0.08% | +4,752 | New |
| Hayek Kallen Investment Management | 4,760 | $334.0K | 0.12% | 00.0% | Unchanged |
| Gould Asset Management LLC | 4,757 | $334.1K | 0.07% | 00.0% | Unchanged |
| Vicus Capital | 4,757 | $334.2K | 0.03% | −135−2.8% | Reduced |
| Sunpointe, LLC | 4,758 | $334.2K | 0.17% | +1,150+31.9% | Added |
| Cornerstone Wealth Advisors, Inc. | 4,759 | $334.3K | 0.09% | 00.0% | Unchanged |
| Slagle Financial, LLC | 4,769 | $335.0K | 0.15% | −818−14.6% | Reduced |
| Narus Financial Partners, LLC | 4,773 | $335.3K | 0.11% | +773+19.3% | Added |
| Monterey Private Wealth, Inc. | 4,776 | $335.5K | 0.11% | +795+20.0% | Added |
| First Western Trust Bank | 4,777 | $335.5K | 0.02% | +117+2.5% | Added |
| Brady Martz Wealth Solutions, LLC | 4,724 | $336.3K | 0.08% | +4,724 | New |
| Evolution Advisers, Inc. | 4,812 | $337.0K | 0.18% | −1,935−28.7% | Reduced |
| United Wealth Management, LLC | 4,798 | $337.0K | 0.11% | +4,798 | New |
| Alan B. Lancz & Associates, Inc. | 4,800 | $337.2K | 0.34% | 00.0% | Unchanged |
| Brewster Financial Planning LLC | 4,804 | $337.5K | 0.26% | +4,804 | New |
| Black Diamond Financial, LLC | 4,814 | $338.1K | 0.05% | +151+3.2% | Added |
| Sachetta, LLC | 4,815 | $338.2K | 0.13% | −17−0.4% | Reduced |
| Baron Wealth Management LLC | 4,836 | $339.7K | 0.16% | +547+12.8% | Added |
| MinichMacGregor Wealth Management, LLC | 4,845 | $340.3K | 0.07% | +677+16.2% | Added |
| Accelerate Investment Advisors LLC | 4,847 | $340.5K | 0.30% | +675+16.2% | Added |
| HC Advisors, LLC | 4,848 | $340.6K | 0.27% | +655+15.6% | Added |
| Inspire Advisors, LLC | 4,857 | $341.1K | 0.04% | −435−8.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,867 | $341.9K | 0.08% | −107−2.2% | Reduced |
| Successful Portfolios LLC | 4,868 | $341.9K | 0.23% | −49−1.0% | Reduced |
| Verity & Verity, LLC | 4,875 | $342.4K | 0.03% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,881 | $342.9K | 0.05% | −2,514−34.0% | Reduced |
| Green Square Capital Advisors LLC | 4,884 | $343.1K | 0.05% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 4,884 | $343.1K | 0.29% | +4,884 | New |
| Traveka Wealth, LLC | 4,895 | $343.8K | 0.19% | +920+23.1% | Added |
| Leuthold Group, LLC | 4,904 | $344.5K | 0.04% | +4,904 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,426 | $345.0K | 0.00% | −500−10.2% | Reduced |
| Check Capital Management Inc | 4,913 | $345.1K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,905 | $345.4K | 0.14% | +1,929+64.8% | Added |
| First Command Advisory Services, Inc. | 4,918 | $345.4K | 0.00% | −38−0.8% | Reduced |
| Capital Square, LLC | 4,468 | $345.5K | 0.20% | −109−2.4% | Reduced |
| Signal Advisors Wealth, LLC | 4,921 | $345.6K | 0.04% | −2,132−30.2% | Reduced |
| CoreFirst Bank & Trust | 4,925 | $345.9K | 0.21% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4,933 | $346.5K | 0.03% | +1,113+29.1% | Added |
| Founders Capital Management | 4,942 | $347.1K | 0.22% | 00.0% | Unchanged |