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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 22,926 | $1.61M | 0.05% | +3,002+15.1% | Added |
| Venture Visionary Partners LLC | 22,868 | $1.61M | 0.07% | −3,418−13.0% | Reduced |
| Buffington Mohr McNeal | 22,802 | $1.60M | 0.27% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,758 | $1.60M | 0.04% | +1,253+5.8% | Added |
| Trust Co of Toledo NA | 22,735 | $1.60M | 0.21% | −1,058−4.4% | Reduced |
| Rossmore Private Capital | 22,624 | $1.59M | 0.20% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 22,566 | $1.59M | 1.22% | +22,566 | New |
| Schechter Investment Advisors, LLC | 22,562 | $1.58M | 0.12% | −863−3.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 22,501 | $1.58M | 0.11% | +144+0.6% | Added |
| One Capital Management, LLC | 22,476 | $1.58M | 0.05% | 00.0% | Unchanged |
| Weiss Asset Management LP | 22,428 | $1.58M | 0.04% | −162,576−87.9% | Reduced |
| FOCUS Wealth Advisors, LLC | 22,310 | $1.57M | 0.83% | +22,310 | New |
| GeoWealth Management, LLC | 22,309 | $1.57M | 0.05% | +4,243+23.5% | Added |
| Burke & Herbert Bank & Trust Co | 22,306 | $1.57M | 0.37% | −55−0.2% | Reduced |
| Cove Street Capital, LLC | 22,150 | $1.56M | 1.82% | 00.0% | Unchanged |
| Potentia Wealth | 22,112 | $1.55M | 0.69% | +22,112 | New |
| Arkadios Wealth Advisors | 22,111 | $1.55M | 0.08% | +2,310+11.7% | Added |
| Fieldview Capital Management, LLC | 22,097 | $1.55M | 0.24% | +22,097 | New |
| Collar Capital Management, LLC | 22,085 | $1.55M | 1.29% | +22,085 | New |
| Aspiriant, LLC | 22,051 | $1.55M | 0.06% | −2,379−9.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 22,043 | $1.55M | 0.02% | −826−3.6% | Reduced |
| Myriad Asset Management US LP | 21,997 | $1.55M | 1.04% | +21,997 | New |
| Country Club Bank | 21,926 | $1.54M | 0.10% | +78+0.4% | Added |
| Tealwood Asset Management Inc | 21,790 | $1.53M | 0.63% | −2,174−9.1% | Reduced |
| Pflug Koory, LLC | 21,741 | $1.53M | 0.77% | −20−0.1% | Reduced |
| Fiduciary Alliance LLC | 21,667 | $1.52M | 0.15% | +21,667 | New |
| SeaCrest Wealth Management, LLC | 21,621 | $1.52M | 0.16% | +3,305+18.0% | Added |
| Welch Group, LLC | 21,545 | $1.52M | 0.07% | +185+0.9% | Added |
| EverSource Wealth Advisors, LLC | 21,572 | $1.52M | 0.09% | +855+4.1% | Added |
| Greenup Street Wealth Management LLC | 21,517 | $1.51M | 0.30% | +21,517 | New |
| Cito Capital Group, LLC | 21,503 | $1.51M | 0.56% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 21,303 | $1.50M | 0.29% | −1,184−5.3% | Reduced |
| Martin & Co Inc | 21,199 | $1.49M | 0.37% | −1,041−4.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 21,072 | $1.48M | 0.18% | −37−0.2% | Reduced |
| Citadel Investment Advisory, Inc. | 21,041 | $1.48M | 0.77% | −50−0.2% | Reduced |
| Carlson Capital L P | 21,000 | $1.48M | 0.87% | +21,000 | New |
| Louisbourg Investments Inc. | 29,244 | $1.47M | 0.39% | 00.0% | Unchanged |
| JT Stratford LLC | 20,982 | $1.47M | 0.24% | +1,142+5.8% | Added |
| PCJ Investment Counsel Ltd. | 20,850 | $1.46M | 0.49% | +20,850 | New |
| RIA Advisory Group LLC | 20,849 | $1.46M | 0.50% | −411−1.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 20,787 | $1.46M | 0.56% | −50,558−70.9% | Reduced |
| Unique Wealth Strategies, LLC | 20,784 | $1.46M | 0.64% | −1,559−7.0% | Reduced |
| Main Street Research LLC | 20,775 | $1.46M | 0.09% | +62+0.3% | Added |
| Mather Group, LLC. | 20,744 | $1.46M | 0.02% | +610+3.0% | Added |
| First Financial Bank - Trust Division | 20,740 | $1.46M | 0.14% | −119−0.6% | Reduced |
| Washington Trust Co | 20,722 | $1.46M | 0.05% | −2,028−8.9% | Reduced |
| Modera Wealth Management, LLC | 20,562 | $1.44M | 0.02% | +2,548+14.1% | Added |
| Frank, Rimerman Advisors LLC | 20,532 | $1.44M | 0.10% | +449+2.2% | Added |
| Sabal Trust CO | 20,528 | $1.44M | 0.08% | +9,616+88.1% | Added |
| Sendero Wealth Management, LLC | 20,517 | $1.44M | 0.21% | −1,168−5.4% | Reduced |
| CX Institutional | 20,433 | $1.44M | 0.06% | +1,222+6.4% | Added |
| Cetera Trust Company, N.A | 20,426 | $1.43M | 0.93% | −222−1.1% | Reduced |
| Ransom Advisory, Ltd | 20,386 | $1.43M | 0.66% | −1,750−7.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,361 | $1.43M | 0.13% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 20,297 | $1.43M | 0.17% | −1,951−8.8% | Reduced |
| LS Investment Advisors, LLC | 20,213 | $1.42M | 0.21% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 20,147 | $1.42M | 0.49% | +1,608+8.7% | Added |
| Kennedy Investment Group | 20,095 | $1.41M | 0.64% | −325−1.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 20,082 | $1.41M | 0.30% | +747+3.9% | Added |
| Sagespring Wealth Partners, LLC | 20,039 | $1.41M | 0.04% | +20,039 | New |
| Harbor Advisors LLC | 20,000 | $1.40M | 0.22% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 24,716 | $1.40M | 0.11% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 19,869 | $1.40M | 0.30% | −369−1.8% | Reduced |
| Courier Capital LLC | 19,840 | $1.39M | 0.10% | −549−2.7% | Reduced |
| Mainstay Capital Management LLC | 19,832 | $1.39M | 0.21% | +4,680+30.9% | Added |
| Lindbrook Capital, LLC | 19,813 | $1.39M | 0.13% | −1,206−5.7% | Reduced |
| Jump Financial, LLC | 19,750 | $1.39M | 0.03% | −1,689−7.9% | Reduced |
| Guerra Advisors Inc | 19,639 | $1.38M | 0.76% | +19,639 | New |
| Aaron Wealth Advisors | 19,628 | $1.38M | 0.16% | +1,862+10.5% | Added |
| Northern Oak Wealth Management Inc | 19,592 | $1.38M | 0.17% | −2,318−10.6% | Reduced |
| Investors Asset Management of Georgia Inc | 19,521 | $1.37M | 0.67% | −93−0.5% | Reduced |
| First Bank & Trust | 19,509 | $1.37M | 0.26% | −166−0.8% | Reduced |
| Affinity Investment Advisors, LLC | 19,423 | $1.36M | 1.14% | −253−1.3% | Reduced |
| Fulton Bank, N.A. | 19,413 | $1.36M | 0.05% | −2,936−13.1% | Reduced |
| Excalibur Management Corp | 19,406 | $1.36M | 0.54% | −372−1.9% | Reduced |
| M.E. Allison & Co., Inc. | 19,384 | $1.36M | 1.50% | +19,384 | New |
| Simplicity Wealth,LLC | 19,377 | $1.36M | 0.28% | −20,870−51.9% | Reduced |
| Kerrisdale Advisers, LLC | 19,346 | $1.36M | 0.46% | −8,350−30.1% | Reduced |
| American State Bank (Iowa) | 19,332 | $1.36M | 0.82% | +45+0.2% | Added |
| Adviser Investments LLC | 19,291 | $1.35M | 0.02% | +1,427+8.0% | Added |
| Chicago Capital, LLC | 19,247 | $1.35M | 0.04% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 19,164 | $1.35M | 0.54% | −1,539−7.4% | Reduced |
| First National Trust Co | 19,100 | $1.34M | 0.05% | −143−0.7% | Reduced |
| Clarius Group, LLC | 19,070 | $1.34M | 0.09% | −147−0.8% | Reduced |
| Syon Capital LLC | 19,053 | $1.34M | 0.12% | +246+1.3% | Added |
| Harvest Fund Management Co., Ltd | 19,001 | $1.33M | 0.06% | +18,934+28,259.7% | Added |
| BLB&B Advisors, LLC | 18,966 | $1.33M | 0.07% | −1,207−6.0% | Reduced |
| Gladius Capital Management LP | 18,929 | $1.33M | 0.76% | +2,034+12.0% | Added |
| LexAurum Advisors, LLC | 18,888 | $1.33M | 0.26% | +450+2.4% | Added |
| Essex Financial Services, Inc. | 18,867 | $1.33M | 0.09% | −68−0.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 18,733 | $1.32M | 0.57% | −1,000−5.1% | Reduced |
| Walleye Trading LLC | 18,604 | $1.31M | 0.03% | +18,604 | New |
| Bridgewealth Advisory Group, LLC | 16,545 | $1.30M | 0.37% | +8,729+111.7% | Added |
| Everhart Financial Group, Inc. | 18,564 | $1.30M | 0.27% | +1,897+11.4% | Added |
| Sentry LLC | 18,522 | $1.30M | 0.25% | −108−0.6% | Reduced |
| Financial Counselors Inc | 18,519 | $1.30M | 0.02% | −491−2.6% | Reduced |
| Keystone Financial Services | 18,518 | $1.30M | 0.50% | −808−4.2% | Reduced |
| Annandale Capital, LLC | 18,515 | $1.30M | 0.26% | +70.0% | Added |
| Ameritas Advisory Services, LLC | 18,471 | $1.30M | 0.04% | −496−2.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 18,414 | $1.29M | 0.10% | −32,840−64.1% | Reduced |