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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 15,069 | $1.06M | 0.10% | +4,802+46.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,061 | $1.06M | 0.16% | +547+3.8% | Added |
| Capital Investment Advisory Services, LLC | 15,050 | $1.06M | 0.10% | −1,792−10.6% | Reduced |
| WP Advisors, LLC | 15,040 | $1.06M | 0.35% | +79+0.5% | Added |
| Pacific Center for Financial Services | 15,015 | $1.05M | 0.27% | −39−0.3% | Reduced |
| Financial Engines Advisors L.L.C. | 15,013 | $1.05M | 0.00% | +4,811+47.2% | Added |
| Jupiter Wealth Management LLC | 15,000 | $1.05M | 0.53% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 14,993 | $1.05M | 0.57% | −50−0.3% | Reduced |
| Nicolet Bankshares Inc | 14,898 | $1.05M | 0.25% | +770+5.5% | Added |
| Plancorp, LLC | 14,889 | $1.05M | 0.04% | +1,264+9.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 14,866 | $1.04M | 0.16% | −288−1.9% | Reduced |
| Bradyco, Inc. | 5,692 | $1.04M | 0.64% | +5,692 | New |
| Northwest Wealth Management, LLC | 14,846 | $1.04M | 0.22% | +431+3.0% | Added |
| MTM Investment Management, LLC | 14,771 | $1.04M | 0.40% | +50.0% | Added |
| Heritage Trust Co | 14,756 | $1.04M | 0.12% | +14,756 | New |
| North Star Investment Management Corp. | 14,750 | $1.04M | 0.07% | −100−0.7% | Reduced |
| GAM Holding AG | 14,725 | $1.03M | 0.08% | +14,725 | New |
| Caas Capital Management LP | 14,619 | $1.03M | 0.85% | +14,619 | New |
| Knollwood Investment Advisory, LLC | 14,587 | $1.02M | 0.11% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 14,578 | $1.02M | 0.23% | −24,506−62.7% | Reduced |
| Impact Partnership Wealth, LLC | 14,538 | $1.02M | 0.21% | −2,886−16.6% | Reduced |
| Colonial River Wealth Management, LLC | 14,537 | $1.02M | 0.49% | +730+5.3% | Added |
| ICONIQ Capital, LLC | 14,515 | $1.02M | 0.02% | +7,049+94.4% | Added |
| SageView Advisory Group, LLC | 14,444 | $1.01M | 0.04% | +3,626+33.5% | Added |
| Cascade Investment Advisors, Inc. | 14,420 | $1.01M | 0.65% | −680−4.5% | Reduced |
| Lodestar Private Asset Management LLC | 14,358 | $1.01M | 0.13% | −1,824−11.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 14,299 | $1.00M | 0.07% | +709+5.2% | Added |
| Vertex Planning Partners, LLC | 14,289 | $1.00M | 0.22% | +596+4.4% | Added |
| Claro Advisors LLC | 14,271 | $1.00M | 0.14% | −1,838−11.4% | Reduced |
| Waldron Private Wealth LLC | 14,248 | $1.00M | 0.04% | +254+1.8% | Added |
| Silphium Asset Management Ltd | 14,208 | $998.0K | 0.36% | +14,208 | New |
| Tranquilli Financial Advisor LLC | 14,203 | $997.6K | 0.63% | −1,427−9.1% | Reduced |
| Gradient Investments LLC | 14,158 | $994.4K | 0.02% | −97−0.7% | Reduced |
| Cohen Capital Management, Inc. | 14,156 | $994.3K | 0.17% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 14,137 | $993.0K | 0.42% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 14,018 | $985.0K | 0.40% | −750−5.1% | Reduced |
| LifeSteps Financial, Inc. | 14,014 | $984.3K | 0.76% | −396−2.7% | Reduced |
| Bragg Financial Advisors, Inc | 14,008 | $983.9K | 0.04% | +969+7.4% | Added |
| Ocean Capital Management, LLC | 13,988 | $982.5K | 0.21% | +4,913+54.1% | Added |
| Persistent Asset Partners Ltd | 12,428 | $979.3K | 0.84% | +12,428 | New |
| Aigen Investment Management, LP | 13,935 | $978.8K | 0.17% | +3,671+35.8% | Added |
| Change Path, LLC | 13,892 | $975.8K | 0.03% | +4,255+44.2% | Added |
| Legacy Advisors, LLC | 13,889 | $975.6K | 0.09% | −98−0.7% | Reduced |
| Fragasso Group Inc. | 13,876 | $974.7K | 0.07% | −132−0.9% | Reduced |
| Kiley Juergens Wealth Management, LLC | 13,867 | $974.0K | 0.24% | −156−1.1% | Reduced |
| Shakespeare Wealth Management, Inc. | 13,839 | $972.1K | 0.26% | +130+0.9% | Added |
| Patton Albertson Miller Group, LLC | 13,793 | $968.8K | 0.13% | 00.0% | Unchanged |
| Park National Corp | 13,780 | $967.9K | 0.04% | +53+0.4% | Added |
| Simon Quick Advisors, LLC | 13,765 | $966.9K | 0.06% | +2,138+18.4% | Added |
| Diametric Capital, LP | 13,751 | $965.9K | 0.65% | −6,739−32.9% | Reduced |
| Cladis Investment Advisory, LLC | 13,725 | $964.0K | 0.68% | −99−0.7% | Reduced |
| Highline Wealth Partners LLC | 13,659 | $959.4K | 0.31% | +178+1.3% | Added |
| Hilltop National Bank | 13,658 | $959.3K | 0.29% | −906−6.2% | Reduced |
| Wallace Advisory Group, LLC | 16,948 | $957.4K | 0.66% | −1,104−6.1% | Reduced |
| Neumann Capital Management, LLC | 13,622 | $956.8K | 0.32% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 13,562 | $952.6K | 0.09% | +14+0.1% | Added |
| Atalanta Sosnoff Capital, LLC | 13,559 | $952.4K | 0.02% | +4,124+43.7% | Added |
| Legacy Financial Group LLC | 13,537 | $950.8K | 0.15% | −551−3.9% | Reduced |
| Telos Capital Management, Inc. | 13,536 | $950.8K | 0.10% | −2,190−13.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,519 | $949.6K | 0.06% | −106−0.8% | Reduced |
| Boston Trust Walden Corp | 13,515 | $949.3K | 0.01% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 13,514 | $949.2K | 0.07% | −835−5.8% | Reduced |
| Anchor Investment Management, LLC | 13,507 | $948.7K | 0.09% | −2,396−15.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,485 | $947.2K | 0.56% | −750−5.3% | Reduced |
| Stokes Family Office, LLC | 13,467 | $945.9K | 0.10% | +13,467 | New |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $944.0K | 0.03% | 00.0% | Unchanged |
| Wright Investors Service Inc | 13,397 | $941.0K | 0.31% | +91+0.7% | Added |
| Manske Wealth Management | 13,383 | $940.0K | 0.37% | +13,383 | New |
| Empirical Asset Management, LLC | 62,652 | $935.1K | 0.31% | +43,650+229.7% | Added |
| denkapparat Operations GmbH | 13,298 | $934.1K | 1.38% | +13,298 | New |
| GFG Capital, LLC | 13,286 | $933.2K | 0.26% | −6,996−34.5% | Reduced |
| Entruity Wealth, LLC | 13,271 | $932.1K | 0.92% | +13,271 | New |
| C2C Wealth Management, LLC | 13,261 | $931.5K | 0.86% | +400+3.1% | Added |
| Carson Advisory Inc. | 13,227 | $929.1K | 0.65% | −492−3.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 13,220 | $928.6K | 0.18% | −10−0.1% | Reduced |
| Cullen Investment Group, Ltd. | 13,217 | $928.4K | 0.14% | −99−0.7% | Reduced |
| London & Capital Asset Management Ltd | 13,207 | $927.7K | 0.08% | −6,619−33.4% | Reduced |
| Hills Bank & Trust Co | 13,195 | $926.8K | 0.07% | −1,223−8.5% | Reduced |
| Sovereign Investment Advisors, LLC | 13,190 | $926.5K | 0.28% | +13,190 | New |
| Edge Capital Group, LLC | 13,171 | $925.1K | 0.04% | +879+7.2% | Added |
| Weatherly Asset Management L. P. | 13,170 | $925.1K | 0.08% | 00.0% | Unchanged |
| AMG National Trust Bank | 13,154 | $923.9K | 0.03% | −835−6.0% | Reduced |
| 1st Source Bank | 13,145 | $923.3K | 0.05% | −85−0.6% | Reduced |
| Richwood Investment Advisors, LLC | 13,117 | $921.3K | 0.77% | −300−2.2% | Reduced |
| Gryphon Financial Partners LLC | 13,080 | $918.7K | 0.13% | −658−4.8% | Reduced |
| Family Legacy, Inc. | 12,800 | $916.1K | 0.31% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 13,000 | $913.1K | 0.07% | −90,000−87.4% | Reduced |
| Apexium Financial, LP | 12,936 | $908.6K | 0.06% | −36,724−74.0% | Reduced |
| Segment Wealth Management, LLC | 12,933 | $908.4K | 0.06% | +73+0.6% | Added |
| Wilson & Boucher Capital Management, LLC | 12,895 | $905.7K | 0.64% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 12,875 | $904.3K | 0.45% | +18+0.1% | Added |
| Liberty Wealth Management LLC | 12,855 | $902.9K | 0.15% | −43−0.3% | Reduced |
| Inceptionr LLC | 12,837 | $901.7K | 0.20% | +6,515+103.1% | Added |
| BKD Wealth Advisors, LLC | 12,819 | $900.4K | 0.02% | −179−1.4% | Reduced |
| Wimmer Associates 1, LLC | 12,796 | $898.8K | 0.44% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 12,785 | $898.0K | 0.50% | −136−1.1% | Reduced |
| AdvisorNet Financial, Inc | 12,744 | $895.2K | 0.07% | −5,795−31.3% | Reduced |
| Royal Capital Wealth Management, LLC | 12,699 | $892.0K | 0.63% | +3,348+35.8% | Added |
| RMB Capital Management, LLC | 12,679 | $890.6K | 0.02% | −94−0.7% | Reduced |
| North Star Asset Management Inc | 12,658 | $889.1K | 0.04% | 00.0% | Unchanged |