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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 12,669 | $889.0K | 0.02% | +7,893+165.3% | Added |
| Quent Capital, LLC | 12,611 | $885.8K | 0.09% | +50+0.4% | Added |
| Legacy Capital Wealth Partners, LLC | 12,595 | $884.7K | 0.22% | +15+0.1% | Added |
| Becker Capital Management Inc | 12,527 | $879.9K | 0.03% | −5,430−30.2% | Reduced |
| Wealthspan Partners, LLC | 12,516 | $879.1K | 0.42% | −1,455−10.4% | Reduced |
| Ingalls & Snyder LLC | 12,510 | $879.0K | 0.03% | −320−2.5% | Reduced |
| Strategic Investment Advisors | 12,506 | $878.4K | 0.09% | −1,325−9.6% | Reduced |
| Morningstar Investment Management LLC | 12,484 | $877.0K | 0.07% | −38,162−75.4% | Reduced |
| Sciencast Management LP | 12,471 | $876.0K | 0.24% | −37,510−75.0% | Reduced |
| Pointe Capital Management LLC | 12,460 | $875.2K | 0.50% | +164+1.3% | Added |
| Alps Advisors Inc | 12,438 | $873.6K | 0.01% | −142−1.1% | Reduced |
| MEMBERS Trust Co | 12,433 | $873.3K | 0.03% | +10.0% | Added |
| MeadowBrook Investment Advisors LLC | 12,428 | $872.9K | 0.77% | −465−3.6% | Reduced |
| Prelude Capital Management, LLC | 12,414 | $872.0K | 0.07% | −1,260−9.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 12,400 | $871.0K | 0.09% | +1,692+15.8% | Added |
| Peoples Financial Services Corp. | 12,350 | $867.5K | 0.40% | −24−0.2% | Reduced |
| Spears Abacus Advisors LLC | 12,272 | $862.0K | 0.02% | +472+4.0% | Added |
| River & Mercantile Asset Management LLP | 12,253 | $861.2K | 0.17% | −26,862−68.7% | Reduced |
| Berger Financial Group, Inc | 12,232 | $859.2K | 0.06% | +3,154+34.7% | Added |
| Fiduciary Financial Group, LLC | 12,277 | $858.9K | 0.19% | −113−0.9% | Reduced |
| Strategy Asset Managers LLC | 12,203 | $857.1K | 0.17% | −28−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 12,201 | $857.0K | 0.03% | +40+0.3% | Added |
| Chicago Trust Co NA | 12,165 | $854.5K | 0.15% | −100−0.8% | Reduced |
| Wealthcare Advisory Partners LLC | 12,159 | $854.1K | 0.02% | +311+2.6% | Added |
| Western Wealth Management, LLC | 12,140 | $852.7K | 0.05% | −10,076−45.4% | Reduced |
| Chilton Investment Co LLC | 12,086 | $848.9K | 0.02% | +621+5.4% | Added |
| Quotient Wealth Partners, LLC | 12,068 | $847.6K | 0.03% | +214+1.8% | Added |
| Clarendon Private LLC | 12,064 | $847.4K | 0.89% | +12,064 | New |
| Element Wealth, LLC | 12,051 | $846.5K | 0.44% | −191−1.6% | Reduced |
| Parkside Investments, LLC | 12,000 | $842.9K | 0.13% | +12,000 | New |
| Harbor Investment Advisory, LLC | 11,984 | $841.7K | 0.08% | +2,800+30.5% | Added |
| City National Bank of Florida | 11,924 | $837.5K | 0.76% | +11,924 | New |
| Cary Street Partners Financial LLC | 11,867 | $833.5K | 0.03% | +11,867 | New |
| Farmers Trust Co | 11,813 | $829.7K | 0.15% | −150−1.3% | Reduced |
| Avantax Planning Partners, Inc. | 11,765 | $826.4K | 0.03% | +1,204+11.4% | Added |
| Integrity Financial Corp | 11,751 | $825.4K | 0.47% | +920+8.5% | Added |
| Trust Co of Vermont | 11,739 | $824.5K | 0.04% | +660+6.0% | Added |
| Parkside Financial Bank & Trust | 11,694 | $821.4K | 0.11% | −92−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 11,674 | $820.0K | 0.16% | −5,291−31.2% | Reduced |
| NFP Retirement, Inc. | 11,671 | $819.8K | 0.06% | −28−0.2% | Reduced |
| RB Capital Management, LLC | 11,653 | $818.5K | 0.19% | +414+3.7% | Added |
| ASB Consultores, LLC | 11,630 | $816.9K | 0.34% | −388−3.2% | Reduced |
| Correct Capital Wealth Management | 11,571 | $812.8K | 0.16% | −46−0.4% | Reduced |
| Fox Run Management, L.L.C. | 11,534 | $810.1K | 0.15% | −2,426−17.4% | Reduced |
| IPG Investment Advisors LLC | 11,534 | $810.1K | 0.18% | 00.0% | Unchanged |
| Perpetual Ltd | 11,515 | $808.8K | 0.01% | −357,676−96.9% | Reduced |
| Good Life Advisors, LLC | 11,486 | $806.7K | 0.06% | −311−2.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,481 | $806.4K | 0.08% | −536−4.5% | Reduced |
| Kentucky Trust Co | 11,475 | $806.0K | 0.47% | +11,475 | New |
| AIMZ Investment Advisors, LLC | 11,472 | $805.8K | 0.28% | −83−0.7% | Reduced |
| USA Financial Portformulas Corp | 11,462 | $805.1K | 0.13% | +11,462 | New |
| Winthrop Capital Management, LLC | 11,419 | $804.0K | 0.21% | +11,419 | New |
| Keudell/Morrison Wealth Management | 11,433 | $803.1K | 0.21% | −278−2.4% | Reduced |
| HCR Wealth Advisors | 11,405 | $801.1K | 0.10% | +9+0.1% | Added |
| Centiva Capital, LP | 11,403 | $800.9K | 0.03% | −160,027−93.3% | Reduced |
| Savvy Advisors, Inc. | 11,385 | $799.7K | 0.10% | +898+8.6% | Added |
| Childress Capital Advisors, LLC | 11,338 | $796.4K | 0.22% | −522−4.4% | Reduced |
| Abel Hall, LLC | 11,325 | $795.4K | 0.51% | +417+3.8% | Added |
| NBZ Investment Advisors LLC | 11,318 | $795.0K | 0.45% | +11,318 | New |
| Van Cleef Asset Management,Inc | 11,315 | $794.8K | 0.09% | +10.0% | Added |
| River Wealth Advisors LLC | 11,305 | $794.1K | 0.11% | −61−0.5% | Reduced |
| Sepio Capital, LP | 11,293 | $793.2K | 0.06% | −392−3.4% | Reduced |
| Tarbox Family Office, Inc. | 11,250 | $790.2K | 0.13% | −107−0.9% | Reduced |
| Flagstone Financial Management | 11,243 | $789.7K | 0.26% | −93−0.8% | Reduced |
| Private Management Group Inc | 11,225 | $788.4K | 0.03% | −1,243−10.0% | Reduced |
| Plan A Wealth LLC | 11,222 | $788.2K | 0.72% | +11,222 | New |
| Cromwell Holdings LLC | 11,171 | $784.7K | 0.45% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 11,151 | $783.3K | 0.14% | +10.0% | Added |
| Winton Group Ltd | 11,130 | $781.8K | 0.05% | +4,859+77.5% | Added |
| Modern Wealth Management, LLC | 11,130 | $781.7K | 0.03% | +4,210+60.8% | Added |
| Dumont & Blake Investment Advisors LLC | 11,110 | $780.3K | 0.21% | +44+0.4% | Added |
| Zuckerman Investment Group, LLC | 9,968 | $778.9K | 0.07% | −415−4.0% | Reduced |
| JFS Wealth Advisors, LLC | 11,070 | $777.6K | 0.05% | −186−1.7% | Reduced |
| 111 Capital | 11,054 | $776.4K | 0.16% | +11,054 | New |
| PFW Advisors LLC | 11,032 | $774.9K | 0.24% | +11,032 | New |
| Carlson Capital Management | 11,016 | $773.8K | 0.03% | +370+3.5% | Added |
| JNBA Financial Advisors | 11,016 | $773.8K | 0.08% | −1,477−11.8% | Reduced |
| Alta Advisers Ltd | 11,007 | $773.1K | 0.49% | +1,107+11.2% | Added |
| Alliance Wealth Advisors, LLC | 10,972 | $770.7K | 0.20% | −209−1.9% | Reduced |
| Blueprint Investment Partners LLC | 10,930 | $767.7K | 0.12% | +5,978+120.7% | Added |
| Catalyst Financial Partners LLC | 10,901 | $765.7K | 0.14% | +620+6.0% | Added |
| Crawford Investment Counsel Inc | 10,884 | $764.5K | 0.01% | +594+5.8% | Added |
| Kovack Advisors, Inc. | 10,856 | $762.5K | 0.07% | −119−1.1% | Reduced |
| Leisure Capital Management | 10,836 | $761.1K | 0.30% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 10,800 | $758.6K | 0.30% | −500−4.4% | Reduced |
| Mechanics Bank Trust Department | 10,753 | $755.3K | 0.10% | −710−6.2% | Reduced |
| Wealth Alliance | 10,688 | $750.7K | 0.09% | −513−4.6% | Reduced |
| Capital Fund Management S.A. | 10,686 | $750.6K | 0.01% | −1,197,825−99.1% | Reduced |
| North Forty Two & Co. | 10,680 | $750.2K | 0.87% | +10,680 | New |
| Catalina Capital Group, LLC | 10,669 | $749.4K | 0.25% | +783+7.9% | Added |
| Papp L Roy & Associates | 10,637 | $747.1K | 0.09% | −4,281−28.7% | Reduced |
| Flow Traders U.S. LLC | 10,641 | $747.0K | 0.03% | +10,641 | New |
| Douglas Lane & Associates, LLC | 10,632 | $746.8K | 0.01% | −757−6.6% | Reduced |
| Hikari Tsushin, Inc. | 10,631 | $746.7K | 0.05% | 00.0% | Unchanged |
| First Nebraska Trust Co | 10,615 | $745.6K | 0.07% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 10,606 | $744.9K | 0.07% | +1,572+17.4% | Added |
| LMG Wealth Partners, LLC | 10,576 | $742.9K | 0.16% | +44+0.4% | Added |
| Private Portfolio Partners LLC | 10,563 | $741.9K | 0.14% | +50.0% | Added |
| Coastal Bridge Advisors, LLC | 10,552 | $741.2K | 0.19% | 00.0% | Unchanged |
| Atlas Wealth LLC | 10,523 | $739.1K | 0.28% | +10,523 | New |