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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 30,277 | $2.13M | 0.19% | −176−0.6% | Reduced |
| Scott & Selber, Inc. | 30,222 | $2.12M | 0.64% | −190−0.6% | Reduced |
| Westpac Banking Corp | 30,131 | $2.12M | 0.14% | +18,896+168.2% | Added |
| Alaska Permanent Fund Corp | 29,947 | $2.10M | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 29,897 | $2.10M | 0.23% | −275−0.9% | Reduced |
| Founders Financial Securities LLC | 29,819 | $2.09M | 0.19% | +17+0.1% | Added |
| Fisher Asset Management, LLC | 29,789 | $2.09M | 0.00% | +4,956+20.0% | Added |
| Peak Asset Management, LLC | 29,788 | $2.09M | 0.39% | −115−0.4% | Reduced |
| Congress Park Capital LLC | 29,760 | $2.09M | 0.76% | +29,760 | New |
| Pacifica Partners Inc. | 29,743 | $2.09M | 0.90% | −490−1.6% | Reduced |
| NVWM, LLC | 29,673 | $2.08M | 0.53% | −749−2.5% | Reduced |
| Shelton Wealth Management, LLC | 29,635 | $2.08M | 1.14% | +20+0.1% | Added |
| Xcel Wealth Management, LLC | 29,569 | $2.08M | 0.58% | −482−1.6% | Reduced |
| Marco Investment Management LLC | 29,501 | $2.07M | 0.18% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 29,424 | $2.07M | 0.03% | −2,289−7.2% | Reduced |
| Aspire Private Capital, LLC | 29,151 | $2.05M | 0.51% | +362+1.3% | Added |
| Argent Advisors, Inc. | 28,905 | $2.03M | 0.75% | −285−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 28,685 | $2.01M | 0.02% | +813+2.9% | Added |
| Baker Avenue Asset Management, LP | 28,653 | $2.01M | 0.06% | +502+1.8% | Added |
| Harbour Investments, Inc. | 28,650 | $2.01M | 0.06% | +821+3.0% | Added |
| Mount Yale Investment Advisors, LLC | 28,567 | $2.01M | 0.16% | −4,415−13.4% | Reduced |
| N.E.W. Advisory Services LLC | 28,416 | $2.00M | 0.19% | −174−0.6% | Reduced |
| Raiffeisen Bank International AG | 28,297 | $1.99M | 0.03% | +28,297 | New |
| Rothschild Investment LLC | 28,347 | $1.99M | 0.13% | +280+1.0% | Added |
| Pinnacle Bancorp, Inc. | 28,294 | $1.99M | 0.65% | +7,822+38.2% | Added |
| Mystic Asset Management, Inc. | 28,285 | $1.99M | 0.53% | −710−2.4% | Reduced |
| Aviso Wealth Management | 28,278 | $1.99M | 1.01% | +11,683+70.4% | Added |
| Banco BTG Pactual S.A. | 28,111 | $1.97M | 0.46% | +28,111 | New |
| Nicholas Hoffman & Company, LLC. | 28,011 | $1.97M | 0.08% | +230+0.8% | Added |
| Blue Capital, Inc. | 28,003 | $1.97M | 1.39% | +28,003 | New |
| Conning Inc. | 27,896 | $1.96M | 0.07% | −2,498−8.2% | Reduced |
| Potomac Fund Management Inc | 27,875 | $1.96M | 0.11% | +27,875 | New |
| One Wealth Advisors, LLC | 27,728 | $1.95M | 0.29% | +2,515+10.0% | Added |
| We Are One Seven, LLC | 27,590 | $1.94M | 0.07% | −1,221−4.2% | Reduced |
| Lummis Asset Management, LP | 27,559 | $1.94M | 2.45% | −515−1.8% | Reduced |
| Apella Capital, LLC | 27,537 | $1.93M | 0.07% | −23−0.1% | Reduced |
| GTS Securities LLC | 27,225 | $1.91M | 0.09% | −108,017−79.9% | Reduced |
| Terry L. Blaker | 27,221 | $1.91M | 0.07% | +107+0.4% | Added |
| Evergreen Capital Management LLC | 27,166 | $1.91M | 0.06% | +263+1.0% | Added |
| GM Advisory Group, Inc. | 27,131 | $1.91M | 0.11% | +10,002+58.4% | Added |
| Northside Capital Management, LLC | 27,127 | $1.91M | 0.51% | 00.0% | Unchanged |
| Virtu Financial LLC | 26,930 | $1.89M | 0.10% | +26,930 | New |
| Whittier Trust Co of Nevada Inc | 26,885 | $1.89M | 0.05% | −184−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 26,850 | $1.89M | 0.06% | +304+1.1% | Added |
| Islay Capital Management, LLC | 26,651 | $1.87M | 1.30% | +1,216+4.8% | Added |
| Everett Harris & Co | 26,621 | $1.87M | 0.02% | −178−0.7% | Reduced |
| National Philanthropic Trust | 26,502 | $1.86M | 0.03% | +1,421+5.7% | Added |
| Hedges Asset Management LLC | 26,500 | $1.86M | 1.23% | −7,600−22.3% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 26,413 | $1.86M | 1.34% | +26,413 | New |
| Coastwise Capital Group, LLC | 26,401 | $1.85M | 1.48% | −35−0.1% | Reduced |
| OneAscent Financial Services LLC | 26,389 | $1.85M | 0.16% | +6,376+31.9% | Added |
| Resources Management Corp | 26,240 | $1.84M | 0.25% | −240−0.9% | Reduced |
| Mutual Advisors, LLC | 24,198 | $1.84M | 0.05% | +5,217+27.5% | Added |
| Private Trust Co NA | 26,119 | $1.83M | 0.19% | +1,224+4.9% | Added |
| Walter & Keenan Financial Consulting Co | 26,051 | $1.83M | 0.55% | +93+0.4% | Added |
| Carnegie Capital Asset Management, LLC | 25,959 | $1.82M | 0.05% | +6,008+30.1% | Added |
| Howard Capital Management Inc. | 25,885 | $1.82M | 0.03% | +1,154+4.7% | Added |
| Lake Street Advisors Group, LLC | 25,688 | $1.80M | 0.08% | +1,409+5.8% | Added |
| Integrated Investment Consultants, LLC | 25,586 | $1.80M | 0.37% | +17,241+206.6% | Added |
| Jeppson Wealth Management, LLC | 25,515 | $1.79M | 0.65% | −625−2.4% | Reduced |
| Vista Investment Management | 25,487 | $1.79M | 0.68% | −2,559−9.1% | Reduced |
| Gilbert & Cook, Inc. | 25,389 | $1.78M | 0.25% | +10,025+65.2% | Added |
| Chemistry Wealth Management LLC | 25,326 | $1.78M | 0.42% | +270+1.1% | Added |
| Drive Wealth Management, LLC | 24,972 | $1.75M | 0.43% | +823+3.4% | Added |
| FSB Premier Wealth Management, Inc. | 24,958 | $1.75M | 0.70% | −738−2.9% | Reduced |
| Cadinha & Co LLC | 24,954 | $1.75M | 0.29% | +382+1.6% | Added |
| London Co of Virginia | 24,901 | $1.75M | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 24,881 | $1.75M | 0.03% | +3,398+15.8% | Added |
| Campbell & CO Investment Adviser LLC | 24,805 | $1.74M | 0.13% | +7,309+41.8% | Added |
| Dynasty Wealth Management, LLC | 24,686 | $1.73M | 0.03% | −2,232−8.3% | Reduced |
| Davidson Trust Co | 24,356 | $1.71M | 0.88% | +97+0.4% | Added |
| Laurel Wealth Advisors LLC | 24,322 | $1.71M | 0.27% | −58−0.2% | Reduced |
| Meridian Investment Counsel Inc. | 24,295 | $1.71M | 0.51% | −2,086−7.9% | Reduced |
| Trinity Financial Advisors LLC | 24,252 | $1.70M | 0.65% | −65−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 24,075 | $1.69M | 0.01% | +862+3.7% | Added |
| Summit Financial, LLC | 24,029 | $1.69M | 0.06% | +1,275+5.6% | Added |
| Insight Advisors, LLC | 23,948 | $1.69M | 0.29% | −66−0.3% | Reduced |
| Smartleaf Asset Management LLC | 23,929 | $1.68M | 0.17% | +5,878+32.6% | Added |
| Sather Financial Group Inc | 23,983 | $1.68M | 0.11% | +14,532+153.8% | Added |
| Fort Sheridan Advisors LLC | 23,980 | $1.68M | 0.25% | −775−3.1% | Reduced |
| Equitable Trust Co | 23,924 | $1.68M | 0.09% | +4,242+21.6% | Added |
| Soltis Investment Advisors LLC | 23,859 | $1.68M | 0.16% | +875+3.8% | Added |
| Fiduciary Group LLC | 23,832 | $1.67M | 0.17% | −1,858−7.2% | Reduced |
| Arete Wealth Advisors, LLC | 24,233 | $1.67M | 0.12% | +17,712+271.6% | Added |
| Holderness Investments Co | 23,710 | $1.67M | 0.37% | −1,802−7.1% | Reduced |
| First Horizon Advisors, Inc. | 23,639 | $1.66M | 0.05% | −571−2.4% | Reduced |
| Wealthspire Advisors, LLC | 23,611 | $1.66M | 0.02% | +2,507+11.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 23,575 | $1.66M | 0.12% | +23,575 | New |
| Hardin Capital Partners, LLC | 16,548 | $1.65M | 1.00% | −99−0.6% | Reduced |
| Sunbelt Securities, Inc. | 23,415 | $1.65M | 0.15% | −415−1.7% | Reduced |
| Integrated Advisors Network LLC | 23,469 | $1.65M | 0.08% | −6,178−20.8% | Reduced |
| Skopos Labs, Inc. | 23,269 | $1.63M | 0.49% | +1,051+4.7% | Added |
| XTX Topco Ltd | 23,233 | $1.63M | 0.14% | +23,233 | New |
| Beese Fulmer Investment Management, Inc. | 23,231 | $1.63M | 0.14% | −593−2.5% | Reduced |
| Aventura Private Wealth, LLC | 23,141 | $1.63M | 0.88% | +23,141 | New |
| Leavell Investment Management, Inc. | 23,132 | $1.62M | 0.08% | +1,790+8.4% | Added |
| Premier Path Wealth Partners, LLC | 23,131 | $1.62M | 0.25% | −20,835−47.4% | Reduced |
| Citizens National Bank Trust Department | 23,127 | $1.62M | 0.34% | −1,500−6.1% | Reduced |
| Hartford Funds Management Co LLC | 23,066 | $1.62M | 0.15% | +2,082+9.9% | Added |
| Level Four Advisory Services, LLC | 22,943 | $1.61M | 0.07% | +271+1.2% | Added |