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 |
|---|---|---|---|---|---|
| GFS Advisors, LLC | 4,948 | $348.0K | 0.05% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 4,960 | $348.4K | 0.21% | +22+0.4% | Added |
| Versant Capital Management, Inc | 4,989 | $350.4K | 0.08% | +816+19.6% | Added |
| Quantum Financial Advisors, LLC | 4,992 | $350.6K | 0.05% | 00.0% | Unchanged |
| Willner & Heller, LLC | 4,998 | $351.0K | 0.31% | +27+0.5% | Added |
| Puzo Michael J | 5,000 | $351.2K | 0.10% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,000 | $351.2K | 0.13% | 00.0% | Unchanged |
| Ruffer LLP | 5,000 | $351.2K | 0.01% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 5,001 | $351.3K | 0.01% | +455+10.0% | Added |
| BlackDiamond Wealth Management Inc. | 5,004 | $351.4K | 0.20% | +72+1.5% | Added |
| AssuredPartners Investment Advisors, LLC | 5,012 | $352.0K | 0.07% | +5,012 | New |
| Plante Moran Financial Advisors, LLC | 5,036 | $353.7K | 0.03% | +194+4.0% | Added |
| Blue Barn Wealth, LLC | 5,054 | $355.0K | 0.19% | −741−12.8% | Reduced |
| Canandaigua National Trust Co of Florida | 5,058 | $355.3K | 0.28% | +5,058 | New |
| Secure Asset Management, LLC | 5,067 | $355.9K | 0.05% | +530+11.7% | Added |
| Abacus Planning Group, Inc. | 5,074 | $356.4K | 0.06% | +10.0% | Added |
| Mokosak Advisory Group, LLC | 5,093 | $357.8K | 0.11% | +22+0.4% | Added |
| Burt Wealth Advisors | 5,101 | $358.3K | 0.09% | −16−0.3% | Reduced |
| Warwick Investment Management, Inc. | 5,105 | $358.6K | 0.07% | +38+0.7% | Added |
| Whalerock Point Partners, LLC | 5,108 | $358.8K | 0.08% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 5,108 | $358.8K | 0.01% | +278+5.8% | Added |
| Mirador Capital Partners LP | 5,111 | $359.0K | 0.07% | +885+20.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,117 | $359.4K | 0.09% | −5,000−49.4% | Reduced |
| Hohimer Wealth Management, LLC | 5,123 | $359.8K | 0.07% | 00.0% | Unchanged |
| Integrity Wealth Advisors, Inc. | 5,123 | $359.8K | 0.26% | +5,123 | New |
| Ellevest, Inc. | 5,129 | $360.3K | 0.02% | −20.0% | Reduced |
| Birch Hill Investment Advisors LLC | 5,132 | $360.5K | 0.02% | +53+1.0% | Added |
| Formidable Asset Management, LLC | 5,132 | $360.5K | 0.06% | −299−5.5% | Reduced |
| Salomon & Ludwin, LLC | 5,149 | $361.7K | 0.04% | −107−2.0% | Reduced |
| Byrne Financial Freedom, LLC | 5,162 | $362.5K | 0.16% | +5,162 | New |
| Dorchester Wealth Management Co | 5,165 | $362.8K | 0.07% | −625−10.8% | Reduced |
| Raelipskie Partnership | 5,165 | $362.8K | 0.18% | −135−2.5% | Reduced |
| Partners Wealth Management, LLC | 5,169 | $363.1K | 0.41% | +5,169 | New |
| Bruce G. Allen Investments, LLC | 5,170 | $363.1K | 0.29% | −219−4.1% | Reduced |
| Golden State Wealth Management, LLC | 5,172 | $363.3K | 0.05% | +5,172 | New |
| Taika Capital, LP | 5,180 | $363.8K | 0.28% | +5,180 | New |
| Blue Rock Wealth Management LLC | 5,184 | $364.1K | 0.38% | +5,184 | New |
| Northeast Financial Consultants Inc | 5,186 | $364.3K | 0.02% | +800+18.2% | Added |
| Pine Valley Investments Ltd Liability Co | 5,189 | $364.5K | 0.02% | +10.0% | Added |
| MKT Advisors LLC | 4,749 | $366.1K | 0.16% | −192−3.9% | Reduced |
| Helium Advisors LLC | 5,230 | $367.4K | 0.29% | +5,230 | New |
| Register Financial Advisors LLC | 5,236 | $367.8K | 0.18% | −196−3.6% | Reduced |
| Beach Investment Counsel Inc | 5,233 | $368.0K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,246 | $368.5K | 0.03% | −300−5.4% | Reduced |
| New Republic Capital, LLC | 5,249 | $368.7K | 0.24% | +149+2.9% | Added |
| Millennium Capital Advisors, LLC | 5,250 | $368.8K | 0.25% | +500+10.5% | Added |
| Mma Asset Management LLC | 5,265 | $369.8K | 0.16% | +85+1.6% | Added |
| Sierra Summit Advisors LLC | 5,268 | $370.0K | 0.07% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,282 | $371.0K | 0.21% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 5,284 | $371.1K | 0.08% | +105+2.0% | Added |
| AlTi Global, Inc. | 5,260 | $372.2K | 0.01% | −2,980−36.2% | Reduced |
| Constitution Capital LLC | 5,300 | $372.3K | 0.21% | 00.0% | Unchanged |
| Dempze Nancy E | 5,302 | $372.4K | 0.22% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 5,332 | $374.6K | 0.04% | +5,332 | New |
| Evernest Financial Advisors, LLC | 5,341 | $375.2K | 0.10% | +1,397+35.4% | Added |
| Security National Bank of So Dak | 5,357 | $376.3K | 0.21% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 5,362 | $376.6K | 0.28% | −1,065−16.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,365 | $376.9K | 0.05% | +88+1.7% | Added |
| Gitterman Wealth Management, LLC | 5,377 | $377.7K | 0.16% | +5,377 | New |
| Hengehold Capital Management LLC | 5,394 | $378.9K | 0.04% | +793+17.2% | Added |
| Red Door Wealth Management, LLC | 5,397 | $379.1K | 0.06% | −692−11.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,399 | $379.2K | 0.09% | +111+2.1% | Added |
| Detalus Advisors, LLC | 5,400 | $379.3K | 0.12% | −200−3.6% | Reduced |
| SRS Capital Advisors, Inc. | 5,409 | $379.9K | 0.02% | +1,569+40.9% | Added |
| Ullmann Financial Group, Inc. | 5,414 | $380.3K | 0.05% | −2,000−27.0% | Reduced |
| Community Trust & Investment Co | 5,418 | $380.6K | 0.02% | −830−13.3% | Reduced |
| Jacobsen Capital Management | 5,420 | $380.7K | 0.16% | +148+2.8% | Added |
| Zions Bancorporation, N.A. | 5,427 | $381.2K | 0.02% | −1,550−22.2% | Reduced |
| Maridea Wealth Management LLC | 5,428 | $381.3K | 0.12% | +5,428 | New |
| Ariadne Wealth Management, LP | 4,805 | $382.0K | 0.17% | 00.0% | Unchanged |
| Zhang Financial LLC | 5,446 | $382.6K | 0.02% | +1,743+47.1% | Added |
| Howard Capital Management Group, LLC | 5,450 | $382.8K | 0.03% | 00.0% | Unchanged |
| BIP Wealth, LLC | 5,450 | $382.8K | 0.03% | +5,450 | New |
| Eagle Harbor Asset Management Inc | 5,457 | $383.3K | 0.38% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 5,464 | $383.8K | 0.02% | −209−3.7% | Reduced |
| Strategic Blueprint, LLC | 5,466 | $383.9K | 0.02% | +618+12.7% | Added |
| Wealth Management Associates, Inc. | 5,472 | $384.4K | 0.16% | +665+13.8% | Added |
| Mayflower Financial Advisors, LLC | 5,486 | $385.3K | 0.06% | +170+3.2% | Added |
| Narwhal Capital Management | 5,510 | $387.0K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 5,516 | $387.4K | 0.05% | −5,200−48.5% | Reduced |
| Icapital Wealth LLC | 5,530 | $388.4K | 0.22% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 5,550 | $389.0K | 0.19% | +2,000+56.3% | Added |
| Peak Planning Group, LLC | 5,542 | $389.3K | 0.16% | −5,000−47.4% | Reduced |
| Denver Wealth Management, Inc. | 5,547 | $389.6K | 0.18% | +234+4.4% | Added |
| Smithfield Trust Co | 5,554 | $390.0K | 0.02% | −300−5.1% | Reduced |
| Hidden Cove Wealth Management, LLC | 5,554 | $390.1K | 0.32% | +5,554 | New |
| GWN Securities Inc. | 5,067 | $390.4K | 0.10% | +5,067 | New |
| Kesler, Norman & Wride, LLC | 5,564 | $390.8K | 0.08% | −477−7.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,564 | $390.8K | 0.10% | −50−0.9% | Reduced |
| Hardy Reed LLC | 5,564 | $390.8K | 0.03% | +215+4.0% | Added |
| Visionary Wealth Advisors | 5,593 | $392.9K | 0.02% | −165−2.9% | Reduced |
| Cooper Financial Group | 5,615 | $394.4K | 0.05% | +1,017+22.1% | Added |
| G2 Capital Management, LLC | 5,647 | $396.6K | 0.12% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,660 | $397.5K | 0.02% | +1,200+26.9% | Added |
| Ballast, Inc. | 5,690 | $399.7K | 0.11% | −5−0.1% | Reduced |
| Mach-1 Financial Group, Inc. | 5,696 | $400.1K | 0.72% | −1,053−15.6% | Reduced |
| Duncan Williams Asset Management, LLC | 5,714 | $401.4K | 0.16% | −267−4.5% | Reduced |
| Cascade Financial Partners, LLC | 5,751 | $404.0K | 0.05% | +88+1.6% | Added |
| Gallagher Capital Advisors, LLC | 5,754 | $404.2K | 0.29% | +5,754 | New |
| Indiana Trust & Investment Management CO | 5,780 | $406.0K | 0.14% | 00.0% | Unchanged |