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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 5,785 | $406.3K | 0.03% | +334+6.1% | Added |
| MSH Capital Advisors LLC | 5,788 | $406.6K | 0.13% | −5−0.1% | Reduced |
| Florida Financial Advisors, LLC | 5,797 | $407.2K | 0.18% | +1,294+28.7% | Added |
| Mezzasalma Advisors, LLC | 5,807 | $407.9K | 0.13% | +1,245+27.3% | Added |
| First Financial Corp | 5,809 | $408.0K | 0.19% | −477−7.6% | Reduced |
| WMS Partners, LLC | 5,822 | $408.9K | 0.02% | +5,822 | New |
| 180 Wealth Advisors, LLC | 5,836 | $409.9K | 0.06% | −175−2.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 5,839 | $410.1K | 0.11% | +137+2.4% | Added |
| ERTS Wealth Advisors, LLC | 5,846 | $410.6K | 0.08% | −658−10.1% | Reduced |
| Arcataur Capital Management LLC | 5,854 | $411.2K | 0.14% | 00.0% | Unchanged |
| Searle & Co. | 5,887 | $413.5K | 0.12% | +5,887 | New |
| AA Financial Advisors, LLC | 5,895 | $414.1K | 0.11% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 5,900 | $414.4K | 0.10% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 5,904 | $414.7K | 0.15% | −121−2.0% | Reduced |
| Fruth Investment Management | 5,918 | $415.0K | 0.11% | −300−4.8% | Reduced |
| Traphagen Investment Advisors LLC | 5,910 | $415.1K | 0.04% | −532−8.3% | Reduced |
| 17 Capital Partners, LLC | 5,923 | $416.0K | 0.26% | +2,005+51.2% | Added |
| Parsons Capital Management Inc | 5,931 | $416.6K | 0.02% | +177+3.1% | Added |
| CVA Family Office, LLC | 5,969 | $419.3K | 0.07% | +826+16.1% | Added |
| Arrow Financial Corp | 5,983 | $420.2K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,014 | $422.0K | 0.00% | −272,333−97.8% | Reduced |
| Silverlake Wealth Management LLC | 6,025 | $423.2K | 0.16% | +5+0.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,026 | $423.3K | 0.10% | −116−1.9% | Reduced |
| First National Bank of Hutchinson | 6,029 | $423.5K | 0.26% | +6,029 | New |
| WFA Asset Management Corp | 6,032 | $423.7K | 0.23% | +5,424+892.1% | Added |
| Candriam Luxembourg S.C.A. | 6,032 | $423.7K | 0.00% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 6,045 | $424.6K | 0.32% | +20.0% | Added |
| Duncker Streett & Co Inc | 6,049 | $424.8K | 0.08% | +728+13.7% | Added |
| Spartan Planning & Wealth Management | 6,052 | $425.1K | 0.39% | +6,052 | New |
| GF Fund Management Co. Ltd. | 6,055 | $425.3K | 0.01% | +6,055 | New |
| Burton Enright Welch | 6,058 | $425.5K | 0.09% | +62+1.0% | Added |
| LongView Wealth Management | 6,082 | $427.2K | 0.13% | +22+0.4% | Added |
| Well Done, LLC | 7,564 | $427.3K | 0.08% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,088 | $427.6K | 0.04% | +1,790+41.6% | Added |
| Univest Financial Corp | 6,094 | $428.0K | 0.03% | +10.0% | Added |
| SPC Financial, Inc. | 6,099 | $428.4K | 0.04% | +154+2.6% | Added |
| VSM Wealth Advisory, LLC | 6,108 | $429.0K | 0.15% | +6,108 | New |
| M3 Advisory Group, LLC | 6,152 | $432.1K | 0.31% | −4−0.1% | Reduced |
| Lakeridge Wealth Management LLC | 6,167 | $433.2K | 0.22% | +52+0.9% | Added |
| First National Bank & Trust Co of Newtown | 6,178 | $433.9K | 0.09% | −1,110−15.2% | Reduced |
| Zullo Investment Group, Inc. | 6,180 | $434.1K | 0.18% | +333+5.7% | Added |
| Steel Peak Wealth Management LLC | 6,195 | $435.1K | 0.02% | −1,128−15.4% | Reduced |
| First Citizens Financial Corp | 6,198 | $435.3K | 0.24% | +2,498+67.5% | Added |
| Nichols & Pratt Advisers LLP | 6,200 | $435.5K | 0.03% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 6,201 | $435.6K | 0.02% | −517−7.7% | Reduced |
| Heritage Investment Group, Inc. | 6,205 | $435.8K | 0.08% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,206 | $435.9K | 0.06% | +4+0.1% | Added |
| Key Client Fiduciary Advisors, LLC | 6,207 | $436.0K | 0.20% | −451−6.8% | Reduced |
| CenterBook Partners LP | 6,210 | $436.2K | 0.03% | −6,829−52.4% | Reduced |
| TBH Global Asset Management, LLC | 6,211 | $436.3K | 0.10% | −66−1.1% | Reduced |
| McAdam, LLC | 6,223 | $437.1K | 0.02% | +596+10.6% | Added |
| Oakworth Capital, Inc. | 6,228 | $437.5K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,229 | $437.5K | 0.23% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 6,250 | $439.0K | 0.01% | −4,000−39.0% | Reduced |
| Family Firm, Inc. | 6,259 | $439.7K | 0.10% | +4+0.1% | Added |
| Fortress Financial Group, LLC | 6,261 | $439.8K | 0.44% | +6,261 | New |
| Austin Private Wealth, LLC | 6,272 | $440.5K | 0.04% | +6,272 | New |
| Advisory Alpha, LLC | 6,273 | $440.6K | 0.02% | +405+6.9% | Added |
| APCM Wealth Management for Individuals | 6,284 | $441.4K | 0.07% | −713−10.2% | Reduced |
| Optas, LLC | 6,292 | $441.9K | 0.10% | +1,185+23.2% | Added |
| Front Row Advisors LLC | 6,293 | $442.0K | 0.15% | 00.0% | Unchanged |
| Permanens Capital L.P. | 6,298 | $442.4K | 0.08% | −1,276−16.8% | Reduced |
| Financial Advocates Investment Management | 6,298 | $442.4K | 0.03% | +46+0.7% | Added |
| Morris Financial Concepts, Inc. | 6,306 | $442.9K | 0.19% | 00.0% | Unchanged |
| Alpha Advisors, LLC | 6,332 | $444.8K | 0.46% | +6,332 | New |
| WoodTrust Financial Corp | 6,338 | $445.0K | 0.06% | +342+5.7% | Added |
| Allegheny Financial Group LTD | 6,347 | $445.9K | 0.11% | +103+1.6% | Added |
| Occidental Asset Management, LLC | 6,365 | $447.1K | 0.07% | +5+0.1% | Added |
| Prosperity Consulting Group, LLC | 6,372 | $447.6K | 0.03% | +1,290+25.4% | Added |
| Callan Capital, LLC | 6,397 | $449.3K | 0.03% | +373+6.2% | Added |
| Verus Capital Partners, LLC | 6,404 | $449.8K | 0.04% | +77+1.2% | Added |
| Sentry Investment Management LLC | 6,423 | $451.0K | 0.21% | −1,046−14.0% | Reduced |
| Bristlecone Advisors, LLC | 6,429 | $451.6K | 0.04% | −87−1.3% | Reduced |
| Richard W. Paul & Associates, LLC | 6,440 | $452.4K | 0.16% | −291−4.3% | Reduced |
| Oxford Financial Group Ltd | 6,459 | $453.7K | 0.03% | −329−4.8% | Reduced |
| Bingham Private Wealth, LLC | 6,467 | $454.2K | 0.48% | +6,467 | New |
| Axis Wealth Partners, LLC | 6,467 | $454.3K | 0.38% | +6,467 | New |
| Colonial Trust Co | 6,478 | $455.0K | 0.07% | −79−1.2% | Reduced |
| Westhampton Capital, LLC | 6,490 | $455.9K | 0.23% | −500−7.2% | Reduced |
| Michael A. Dubis Financial Planning, LLC | 6,492 | $456.0K | 0.44% | +6,492 | New |
| PharVision Advisers, LLC | 6,495 | $456.2K | 0.39% | +6,495 | New |
| Ayrshire Capital Management LLC | 6,500 | $456.6K | 0.22% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 6,514 | $457.5K | 0.09% | +10.0% | Added |
| Interchange Capital Partners, LLC | 6,520 | $457.9K | 0.17% | −1,695−20.6% | Reduced |
| Canopy Partners, LLC | 6,531 | $458.7K | 0.18% | +24+0.4% | Added |
| San Luis Wealth Advisors LLC | 6,529 | $459.0K | 0.09% | −2,289−26.0% | Reduced |
| Petros Family Wealth, LLC | 6,557 | $460.6K | 0.50% | +6,557 | New |
| Ameriflex Group, Inc. | 5,850 | $460.9K | 0.21% | +5,850 | New |
| Chilton Capital Management LLC | 6,588 | $462.7K | 0.02% | −6,156−48.3% | Reduced |
| Lynch & Associates | 6,606 | $464.0K | 0.10% | −647−8.9% | Reduced |
| Fortem Financial Group, LLC | 6,609 | $464.2K | 0.18% | −149−2.2% | Reduced |
| Seven Mile Advisory | 6,636 | $466.1K | 0.30% | +430+6.9% | Added |
| Procyon Private Wealth Partners, LLC | 6,639 | $466.3K | 0.03% | +454+7.3% | Added |
| Crown Wealth Group, LLC | 6,648 | $467.0K | 0.19% | +140+2.2% | Added |
| Coastline Trust Co | 6,648 | $467.0K | 0.05% | +476+7.7% | Added |
| Cassaday & Co Wealth Management LLC | 6,653 | $467.3K | 0.01% | +96+1.5% | Added |
| Virtue Capital Management, LLC | 6,656 | $467.5K | 0.09% | +6,656 | New |
| First Fiduciary Investment Counsel, Inc. | 6,670 | $469.0K | 0.10% | +1,390+26.3% | Added |
| Diversified Enterprises, LLC | 6,696 | $469.3K | 0.04% | +222+3.4% | Added |
| Belmont Capital, LLC | 6,690 | $469.9K | 0.08% | −100−1.5% | Reduced |