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 |
|---|---|---|---|---|---|
| Retireful, LLC | 18,376 | $1.29M | 0.73% | +18,376 | New |
| Washington Trust Bank | 18,359 | $1.29M | 0.12% | +2,622+16.7% | Added |
| Sage Mountain Advisors LLC | 18,351 | $1.29M | 0.09% | +2,183+13.5% | Added |
| Retirement Planning Co of New England, Inc. | 18,290 | $1.28M | 0.62% | −390−2.1% | Reduced |
| Prudent Man Advisors, LLC | 18,256 | $1.28M | 0.47% | −2,280−11.1% | Reduced |
| Great Valley Advisor Group, Inc. | 18,227 | $1.28M | 0.03% | −4,978−21.5% | Reduced |
| MV Capital Management, Inc. | 18,220 | $1.28M | 0.14% | +355+2.0% | Added |
| Graypoint LLC | 18,198 | $1.28M | 0.08% | +1,860+11.4% | Added |
| Delap Wealth Advisory, LLC | 18,162 | $1.28M | 0.76% | −188−1.0% | Reduced |
| Net Worth Advisory Group | 18,162 | $1.28M | 0.39% | +2,846+18.6% | Added |
| PFG Investments, LLC | 18,026 | $1.27M | 0.08% | +474+2.7% | Added |
| Barbara Oil Co. | 18,000 | $1.26M | 0.52% | 00.0% | Unchanged |
| Caldwell Trust Co | 17,918 | $1.26M | 0.13% | −105−0.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 17,910 | $1.26M | 0.21% | −1,750−8.9% | Reduced |
| Pure Financial Advisors, Inc. | 17,890 | $1.26M | 0.03% | +255+1.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 17,874 | $1.26M | 0.07% | +4,104+29.8% | Added |
| William B. Walkup & Associates, Inc. | 17,837 | $1.25M | 0.79% | −106−0.6% | Reduced |
| Essex Savings Bank | 17,830 | $1.25M | 0.31% | −844−4.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 17,731 | $1.25M | 0.02% | −16,733−48.6% | Reduced |
| First City Capital Management, Inc. | 17,715 | $1.24M | 0.66% | +1,131+6.8% | Added |
| Mountain Pacific Investment Advisers Inc | 17,698 | $1.24M | 0.09% | −434−2.4% | Reduced |
| Wharton Business Group, LLC | 17,700 | $1.24M | 0.06% | 00.0% | Unchanged |
| Brookstone Capital Management | 17,676 | $1.24M | 0.02% | +1,726+10.8% | Added |
| Ancora Advisors, LLC | 17,599 | $1.24M | 0.03% | −304−1.7% | Reduced |
| Highland Capital Management, LLC | 17,598 | $1.24M | 0.07% | +40.0% | Added |
| Polianta Ltd | 17,600 | $1.24M | 0.59% | −2,200−11.1% | Reduced |
| Exencial Wealth Advisors, LLC | 17,577 | $1.23M | 0.05% | −685−3.8% | Reduced |
| BBR Partners, LLC | 17,568 | $1.23M | 0.09% | +163+0.9% | Added |
| DMG Group, LLC | 17,550 | $1.23M | 1.00% | −1,823−9.4% | Reduced |
| Jacobi Capital Management LLC | 17,549 | $1.23M | 0.09% | −177−1.0% | Reduced |
| Accredited Investors Inc. | 17,458 | $1.23M | 0.07% | −4,484−20.4% | Reduced |
| Journey Strategic Wealth LLC | 17,415 | $1.22M | 0.05% | +62+0.4% | Added |
| Edgestream Partners, L.P. | 17,354 | $1.22M | 0.05% | +17,354 | New |
| Dakota Wealth Management | 17,338 | $1.22M | 0.03% | −2,136−11.0% | Reduced |
| Hilltop Holdings Inc. | 17,290 | $1.21M | 0.08% | −1,086−5.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 17,211 | $1.21M | 0.04% | +2,881+20.1% | Added |
| Breakwater Capital Group | 17,187 | $1.21M | 0.24% | −217−1.2% | Reduced |
| West Branch Capital LLC | 17,187 | $1.21M | 0.39% | +5,979+53.3% | Added |
| Generali Investments, Management Co LLC | 17,156 | $1.21M | 0.31% | +17,156 | New |
| Gibbs Wealth Management | 17,148 | $1.20M | 0.33% | −407−2.3% | Reduced |
| Diversify Advisory Services, LLC | 17,215 | $1.20M | 0.07% | −10,156−37.1% | Reduced |
| Garrison Point Advisors, LLC | 17,026 | $1.20M | 0.57% | 00.0% | Unchanged |
| Diligent Investors, LLC | 16,986 | $1.19M | 0.27% | −1,086−6.0% | Reduced |
| Boltwood Capital Management | 16,975 | $1.19M | 0.36% | +175+1.0% | Added |
| Vivid Wealth Management, LLC | 16,912 | $1.19M | 0.60% | +325+2.0% | Added |
| Castle Rock Wealth Management, LLC | 14,833 | $1.19M | 0.28% | −5,793−28.1% | Reduced |
| Marex Group plc | 16,868 | $1.18M | 0.02% | +11,639+222.6% | Added |
| Severin Investments, LLC | 16,857 | $1.18M | 1.18% | +16,857 | New |
| Sawyer & Company, Inc | 16,856 | $1.18M | 0.44% | −1,584−8.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 16,852 | $1.18M | 0.11% | +4,324+34.5% | Added |
| Mount Lucas Management LP | 16,825 | $1.18M | 0.41% | −957−5.4% | Reduced |
| CWC Advisors, LLC. | 16,796 | $1.18M | 1.18% | +365+2.2% | Added |
| Knuff & Co LLC | 16,692 | $1.17M | 0.36% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 16,648 | $1.17M | 0.16% | −1,625−8.9% | Reduced |
| LMCG Investments, LLC | 16,594 | $1.17M | 0.07% | −27−0.2% | Reduced |
| Palisade Asset Management, LLC | 16,589 | $1.17M | 0.12% | +276+1.7% | Added |
| Providence Wealth Advisors, LLC | 16,070 | $1.16M | 0.88% | +116+0.7% | Added |
| Csenge Advisory Group | 16,532 | $1.16M | 0.06% | −3,101−15.8% | Reduced |
| Lipe & Dalton | 16,468 | $1.16M | 0.61% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 16,392 | $1.15M | 0.02% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 16,375 | $1.15M | 0.47% | +8,825+116.9% | Added |
| Busey Wealth Management | 16,348 | $1.15M | 0.04% | −1,697−9.4% | Reduced |
| Raleigh Capital Management Inc. | 16,269 | $1.14M | 0.44% | +5,734+54.4% | Added |
| IHT Wealth Management, LLC | 16,255 | $1.14M | 0.04% | −6,228−27.7% | Reduced |
| XML Financial, LLC | 16,230 | $1.14M | 0.10% | −2,444−13.1% | Reduced |
| Brucke Financial, Inc. | 14,429 | $1.14M | 0.98% | +14,429 | New |
| Legacy Financial Advisors, Inc. | 16,100 | $1.13M | 0.19% | +3,398+26.8% | Added |
| Proequities, Inc. | 14,574 | $1.13M | 0.06% | +3,174+27.8% | Added |
| Lingohr & Partner Asset Management GmbH | 16,081 | $1.13M | 2.34% | +16,081 | New |
| Cypress Wealth Services, LLC | 16,004 | $1.12M | 0.23% | +189+1.2% | Added |
| Hexagon Capital Partners LLC | 15,997 | $1.12M | 0.20% | −1,515−8.7% | Reduced |
| Lafayette Investments, Inc. | 15,995 | $1.12M | 0.24% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 15,987 | $1.12M | 0.08% | +255+1.6% | Added |
| Spire Wealth Management | 15,925 | $1.12M | 0.03% | −752−4.5% | Reduced |
| Continuum Advisory, LLC | 15,919 | $1.12M | 0.14% | +392+2.5% | Added |
| Intrinsic Value Partners, LLC | 15,860 | $1.11M | 1.12% | −250−1.6% | Reduced |
| Studio Investment Management LLC | 15,828 | $1.11M | 0.24% | +83+0.5% | Added |
| Sterling Investment Management, Inc. | 15,806 | $1.11M | 0.87% | −201−1.3% | Reduced |
| Eclectic Associates Inc | 15,801 | $1.11M | 0.33% | +349+2.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,777 | $1.11M | 0.63% | −1,893−10.7% | Reduced |
| Capital Markets Trading UK LLP | 15,741 | $1.11M | 0.66% | −23,882−60.3% | Reduced |
| CBOE Vest Financial, LLC | 15,709 | $1.10M | 0.02% | +916+6.2% | Added |
| Heartland Bank & Trust Co | 15,702 | $1.10M | 0.60% | −505−3.1% | Reduced |
| Principle Wealth Partners LLC | 15,680 | $1.10M | 0.08% | 00.0% | Unchanged |
| Lantz Financial LLC | 15,545 | $1.09M | 0.29% | −187−1.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 15,529 | $1.09M | 0.02% | +3,111+25.1% | Added |
| Boit C F David | 15,519 | $1.09M | 0.55% | 00.0% | Unchanged |
| Eastern Bank | 15,420 | $1.08M | 0.02% | +1,431+10.2% | Added |
| Marcum Wealth, LLC | 15,397 | $1.08M | 0.09% | −1,013−6.2% | Reduced |
| Insigneo Advisory Services, LLC | 15,397 | $1.08M | 0.11% | −13,285−46.3% | Reduced |
| Jarislowsky, Fraser Ltd | 15,390 | $1.08M | 0.01% | −1,659−9.7% | Reduced |
| Sittner & Nelson, LLC | 15,388 | $1.08M | 0.47% | −399−2.5% | Reduced |
| Quilter Plc | 15,323 | $1.08M | 0.02% | −1,890−11.0% | Reduced |
| Salem Investment Counselors Inc | 15,252 | $1.07M | 0.04% | −1,386−8.3% | Reduced |
| StoneX Group Inc. | 15,226 | $1.07M | 0.06% | −1,478−8.8% | Reduced |
| Nebula Research & Development LLC | 15,209 | $1.07M | 0.13% | +15,209 | New |
| Hennion & Walsh Asset Management, Inc. | 15,183 | $1.07M | 0.05% | +3,905+34.6% | Added |
| Thomasville National Bank | 15,131 | $1.06M | 0.08% | −842−5.3% | Reduced |
| Hutner Capital Management Inc | 15,117 | $1.06M | 0.51% | +10.0% | Added |
| Lebenthal Global Advisors, LLC | 15,109 | $1.06M | 0.19% | +433+3.0% | Added |