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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 10,511 | $738.3K | 0.26% | −147−1.4% | Reduced |
| Keel Point, LLC | 10,485 | $736.4K | 0.06% | +2,172+26.1% | Added |
| Delta Financial Group, Inc. | 10,468 | $735.0K | 0.17% | +10,468 | New |
| Alliance Wealth Advisors, LLC | 10,449 | $733.9K | 0.42% | −56−0.5% | Reduced |
| Agf Management Ltd | 10,420 | $731.9K | 0.00% | +10,420 | New |
| Osborne Partners Capital Management, LLC | 10,401 | $730.6K | 0.04% | −100−1.0% | Reduced |
| Montecito Bank & Trust | 10,370 | $728.4K | 0.13% | −135−1.3% | Reduced |
| Tributary Capital Management, LLC | 10,350 | $727.0K | 0.06% | −450−4.2% | Reduced |
| SeaBridge Investment Advisors LLC | 10,346 | $726.7K | 0.15% | +4,301+71.1% | Added |
| Sheets Smith Wealth Management | 10,335 | $725.9K | 0.09% | +80+0.8% | Added |
| Webster Bank, N. A. | 10,319 | $724.8K | 0.08% | +431+4.4% | Added |
| G&S Capital LLC | 10,290 | $722.8K | 0.30% | +54+0.5% | Added |
| Perennial Advisors, LLC | 10,262 | $720.8K | 0.16% | +10,262 | New |
| Tyche Wealth Partners LLC | 10,255 | $720.3K | 0.15% | −1,756−14.6% | Reduced |
| Stephenson National Bank & Trust | 10,248 | $719.8K | 0.24% | 00.0% | Unchanged |
| Tobam | 10,209 | $717.0K | 0.22% | −2,877−22.0% | Reduced |
| Bedel Financial Consulting, Inc. | 8,897 | $712.2K | 0.10% | +1,070+13.7% | Added |
| PDS Planning, Inc | 10,116 | $710.5K | 0.06% | +173+1.7% | Added |
| Kagan Cocozza Asset Management | 10,040 | $705.2K | 0.59% | +10,040 | New |
| Jacobs & Co | 10,042 | $705.0K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,030 | $705.0K | 0.05% | +5,619+127.4% | Added |
| All Terrain Financial Advisors, LLC | 10,003 | $702.6K | 0.27% | −400−3.8% | Reduced |
| Deseret Mutual Benefit Administrators | 9,982 | $701.1K | 0.34% | −441−4.2% | Reduced |
| Monument Capital Management | 9,962 | $699.7K | 0.19% | +78+0.8% | Added |
| Global Trust Asset Management, LLC | 9,953 | $699.1K | 0.27% | +217+2.2% | Added |
| Beaton Management Co. Inc. | 9,900 | $695.0K | 0.36% | 00.0% | Unchanged |
| Platform Technology Partners | 9,886 | $694.4K | 0.21% | −1,511−13.3% | Reduced |
| Crux Wealth Advisors | 9,885 | $694.4K | 0.39% | +9,885 | New |
| Davis R M Inc | 9,884 | $694.2K | 0.01% | +833+9.2% | Added |
| Quadrant Private Wealth Management, LLC | 9,880 | $694.0K | 0.17% | +460+4.9% | Added |
| Proficio Capital Partners LLC | 9,855 | $692.2K | 0.06% | +3,436+53.5% | Added |
| Rockland Trust Co | 9,850 | $691.9K | 0.04% | 00.0% | Unchanged |
| Bremer Bank National Association | 9,830 | $690.5K | 0.14% | −187−1.9% | Reduced |
| Iron Horse Wealth Management, LLC | 9,817 | $689.6K | 0.23% | +60+0.6% | Added |
| Core Alternative Capital | 9,803 | $688.6K | 0.14% | −1,598−14.0% | Reduced |
| Main Street Financial Solutions, LLC | 9,786 | $687.4K | 0.07% | −1,795−15.5% | Reduced |
| Biltmore Family Office, LLC | 9,764 | $685.8K | 0.12% | −84−0.9% | Reduced |
| Tradewinds, LLC. | 8,570 | $684.0K | 0.19% | −204−2.3% | Reduced |
| Radnor Capital Management, LLC | 9,701 | $681.0K | 0.11% | −1,260−11.5% | Reduced |
| Woodmont Investment Counsel LLC | 9,694 | $680.9K | 0.05% | −811−7.7% | Reduced |
| Athena Investment Management | 9,691 | $680.7K | 0.39% | −67−0.7% | Reduced |
| Fundamentun, LLC | 9,666 | $679.0K | 0.04% | +762+8.6% | Added |
| Northwest Bank & Trust Co | 8,908 | $678.5K | 0.50% | +64+0.7% | Added |
| Van Strum & Towne Inc. | 9,639 | $677.0K | 0.24% | +2,000+26.2% | Added |
| New England Research & Management, Inc. | 9,605 | $675.0K | 0.34% | +9,605 | New |
| Hartford Financial Management Inc. | 9,595 | $674.0K | 0.14% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 9,591 | $673.7K | 0.43% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 9,555 | $671.1K | 0.18% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 9,544 | $670.4K | 0.05% | +1,058+12.5% | Added |
| Providence Capital Advisors, LLC | 9,538 | $670.0K | 0.14% | −1,500−13.6% | Reduced |
| First PREMIER Bank | 9,539 | $670.0K | 0.17% | −4,576−32.4% | Reduced |
| Creekside Partners | 9,537 | $669.9K | 0.35% | 00.0% | Unchanged |
| Sandy Spring Bank | 9,534 | $669.7K | 0.03% | −36−0.4% | Reduced |
| Quadcap Wealth Management, LLC | 9,504 | $667.6K | 0.10% | −41−0.4% | Reduced |
| Linscomb & Williams, Inc. | 9,504 | $667.5K | 0.03% | +192+2.1% | Added |
| Old North State Trust, LLC | 9,491 | $667.0K | 0.42% | −123−1.3% | Reduced |
| Ausdal Financial Partners, Inc. | 9,494 | $666.9K | 0.06% | +2,785+41.5% | Added |
| Investors Research Corp | 9,486 | $666.3K | 0.15% | −3,975−29.5% | Reduced |
| Aspen Investment Management Inc | 9,476 | $666.0K | 0.31% | −40.0% | Reduced |
| Howard Bailey Securities, LLC | 9,454 | $664.0K | 0.25% | +1,082+12.9% | Added |
| West Bancorporation Inc | 9,450 | $663.8K | 0.44% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 9,426 | $662.1K | 0.19% | +422+4.7% | Added |
| Basepoint Wealth LLC | 9,400 | $660.3K | 0.53% | −714−7.1% | Reduced |
| Perennial Investment Advisors, LLC | 9,368 | $658.0K | 0.08% | +176+1.9% | Added |
| Carrera Capital Advisors | 9,360 | $657.5K | 0.15% | −14−0.1% | Reduced |
| Regatta Capital Group, LLC | 9,350 | $656.8K | 0.13% | +111+1.2% | Added |
| Encompass More Asset Management | 9,312 | $654.1K | 0.22% | +1,605+20.8% | Added |
| South State Corp. | 9,311 | $654.0K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 9,310 | $653.9K | 0.06% | +112+1.2% | Added |
| Transamerica Financial Advisors, Inc. | 9,243 | $650.0K | 0.06% | −301−3.2% | Reduced |
| Bailard, Inc. | 9,216 | $647.4K | 0.02% | +74+0.8% | Added |
| Onefund, LLC | 9,212 | $647.1K | 0.62% | +264+3.0% | Added |
| Vestmark Advisory Solutions, Inc. | 9,207 | $646.7K | 0.02% | +9,207 | New |
| Gallacher Capital Management LLC | 9,192 | $645.7K | 0.32% | +902+10.9% | Added |
| CFO4Life Group, LLC | 9,174 | $644.4K | 0.11% | +3,042+49.6% | Added |
| Valley National Advisers Inc | 9,162 | $642.0K | 0.12% | +13+0.1% | Added |
| Meridian Wealth Management, LLC | 9,105 | $639.5K | 0.03% | +176+2.0% | Added |
| Northstar Financial Companies, Inc. | 9,078 | $637.6K | 0.60% | +9,078 | New |
| Lauterbach Financial Advisors, LLC | 9,057 | $636.1K | 0.39% | +48+0.5% | Added |
| Westover Capital Advisors, LLC | 9,047 | $635.5K | 0.14% | 00.0% | Unchanged |
| Tudor Financial Inc. | 9,041 | $635.1K | 0.37% | +761+9.2% | Added |
| Connective Portfolio Management, LLC | 9,000 | $632.2K | 0.94% | +9,000 | New |
| Investor's Fiduciary Advisor Network, LLC | 9,004 | $632.0K | 0.24% | +9,004 | New |
| Meridian Wealth Partners, LLC | 8,997 | $631.9K | 0.10% | −33,242−78.7% | Reduced |
| Manchester Capital Management LLC | 8,953 | $628.9K | 0.07% | +175+2.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 8,952 | $628.8K | 0.23% | 00.0% | Unchanged |
| Destination Wealth Management | 8,931 | $627.3K | 0.02% | +4,118+85.6% | Added |
| Transce3nd, LLC | 8,874 | $624.6K | 0.21% | +8,874 | New |
| Spectrum Wealth Counsel, LLC | 8,885 | $624.1K | 0.07% | 00.0% | Unchanged |
| Appleton Partners Inc | 8,876 | $623.0K | 0.05% | −231−2.5% | Reduced |
| ISAM Funds (UK) Ltd | 8,859 | $622.3K | 0.46% | −6,211−41.2% | Reduced |
| Cim Investment Mangement Inc | 8,857 | $622.1K | 0.18% | +40+0.5% | Added |
| Financial Advisory Service, Inc. | 8,849 | $621.6K | 0.05% | +42+0.5% | Added |
| Circle Wealth Management, LLC | 8,849 | $621.6K | 0.01% | −1,104−11.1% | Reduced |
| Marietta Investment Partners LLC | 8,800 | $618.1K | 0.14% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 8,800 | $618.1K | 0.02% | +8,800 | New |
| Monticello Wealth Management, LLC | 8,782 | $616.9K | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 8,771 | $616.1K | 0.11% | +8+0.1% | Added |
| Humankind Investments LLC | 8,767 | $615.8K | 0.16% | −2,428−21.7% | Reduced |
| Avidian Wealth Solutions, LLC | 8,763 | $615.5K | 0.03% | +603+7.4% | Added |