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 |
|---|---|---|---|---|---|
| Advisors Management Group Inc | 8,753 | $615.0K | 0.15% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 8,725 | $612.8K | 0.08% | +11+0.1% | Added |
| Cahill Financial Advisors Inc | 8,723 | $612.7K | 0.08% | −571−6.1% | Reduced |
| Bray Capital Advisors | 8,713 | $612.0K | 0.17% | +5+0.1% | Added |
| Triumph Capital Management | 8,702 | $611.2K | 0.21% | −321−3.6% | Reduced |
| Summa Corp. | 8,700 | $611.1K | 0.30% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 8,692 | $610.5K | 0.02% | +2,177+33.4% | Added |
| Evermay Wealth Management LLC | 8,665 | $608.6K | 0.09% | −36−0.4% | Reduced |
| Nwam LLC | 8,664 | $608.6K | 0.04% | +3,191+58.3% | Added |
| Sebold Capital Management, Inc. | 8,634 | $606.5K | 0.41% | −533−5.8% | Reduced |
| OneAscent Wealth Management LLC | 8,623 | $606.0K | 0.25% | +161+1.9% | Added |
| Cornerstone Advisory, LLC | 7,568 | $605.3K | 0.07% | +241+3.3% | Added |
| SilverOak Wealth Management LLC | 8,613 | $605.0K | 0.13% | +19+0.2% | Added |
| Western Pacific Wealth Management, LP | 8,571 | $602.0K | 0.49% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 8,473 | $595.1K | 0.08% | +8,473 | New |
| Tucker Asset Management LLC | 8,437 | $592.6K | 0.06% | −1,628−16.2% | Reduced |
| Northeast Investment Management | 8,420 | $591.4K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 10,100 | $591.3K | 0.04% | −800−7.3% | Reduced |
| Eagle Global Advisors LLC | 8,418 | $591.3K | 0.02% | −95−1.1% | Reduced |
| BancFirst Trust & Investment Management | 8,385 | $590.4K | 0.26% | 00.0% | Unchanged |
| Promethium Advisors,llc | 8,404 | $590.3K | 0.40% | −285−3.3% | Reduced |
| Monetary Management Group Inc | 8,395 | $589.7K | 0.15% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 8,350 | $586.5K | 0.10% | +3,262+64.1% | Added |
| Canandaigua National Bank & Trust Co | 8,329 | $585.0K | 0.06% | −565−6.4% | Reduced |
| Valmark Advisers, Inc. | 8,300 | $583.0K | 0.01% | +431+5.5% | Added |
| Sippican Capital Advisors | 8,293 | $582.5K | 0.42% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 8,292 | $582.4K | 0.10% | −4,735−36.3% | Reduced |
| Accurate Wealth Management, LLC | 8,317 | $582.2K | 0.11% | +8,317 | New |
| Avion Wealth | 8,288 | $582.0K | 0.15% | −5,730−40.9% | Reduced |
| Intelligence Driven Advisers, LLC | 8,285 | $581.9K | 0.11% | +106+1.3% | Added |
| Kestra Investment Management, LLC | 8,273 | $581.1K | 0.02% | +703+9.3% | Added |
| Front Street Capital Management, Inc. | 8,255 | $580.0K | 0.10% | −16−0.2% | Reduced |
| KG&L Capital Management,LLC | 10,044 | $579.7K | 0.19% | −17,290−63.3% | Reduced |
| Field & Main Bank | 8,250 | $579.5K | 0.20% | +368+4.7% | Added |
| Fortress Private Ledger, LLC | 8,196 | $575.7K | 0.35% | +8,196 | New |
| Baldwin Brothers Inc | 8,137 | $571.5K | 0.04% | −5−0.1% | Reduced |
| Cutler Investment Counsel LLC | 8,136 | $571.5K | 0.07% | 00.0% | Unchanged |
| Wealth Architects, LLC | 8,127 | $570.8K | 0.06% | −214−2.6% | Reduced |
| Integral Investment Advisors, Inc. | 8,110 | $569.6K | 0.18% | −1,773−17.9% | Reduced |
| Allen Capital Group, LLC | 8,056 | $565.8K | 0.07% | +792+10.9% | Added |
| Vermillion Wealth Management, Inc. | 8,047 | $565.2K | 0.29% | +8,047 | New |
| First National Bank | 8,020 | $563.3K | 0.39% | −96−1.2% | Reduced |
| Maia Wealth LLC | 7,184 | $559.9K | 0.12% | +1,046+17.0% | Added |
| Auxano Advisors, LLC | 7,950 | $558.4K | 0.14% | +334+4.4% | Added |
| Grant Private Wealth Management Inc | 7,948 | $558.3K | 0.60% | +7,948 | New |
| Sivia Capital Partners, LLC | 7,926 | $556.7K | 0.28% | −51−0.6% | Reduced |
| Intrust Bank NA | 7,909 | $555.6K | 0.06% | −488−5.8% | Reduced |
| Confluence Wealth Services, Inc. | 7,150 | $553.6K | 0.04% | +51+0.7% | Added |
| Atala Financial Inc | 7,853 | $551.6K | 0.39% | +7,853 | New |
| Institute for Wealth Management, LLC. | 7,845 | $551.1K | 0.07% | −525−6.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,837 | $550.5K | 0.32% | −1,200−13.3% | Reduced |
| Doliver Advisors, LP | 7,825 | $549.6K | 0.15% | 00.0% | Unchanged |
| Weil Company, Inc. | 7,809 | $548.5K | 0.19% | 00.0% | Unchanged |
| MCF Advisors LLC | 7,748 | $544.2K | 0.04% | +235+3.1% | Added |
| PFG Advisors | 7,744 | $543.9K | 0.03% | −94,017−92.4% | Reduced |
| AlphaCore Capital LLC | 7,743 | $543.9K | 0.12% | +66+0.9% | Added |
| Tradewinds Capital Management, LLC | 7,732 | $543.1K | 0.14% | +3,494+82.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,731 | $543.0K | 0.17% | +40+0.5% | Added |
| Sky Investment Group LLC | 7,700 | $540.8K | 0.10% | −90−1.2% | Reduced |
| Fairview Capital Investment Management, LLC | 7,655 | $537.7K | 0.03% | −600−7.3% | Reduced |
| Icon Wealth Advisors, LLC | 7,628 | $535.8K | 0.04% | −1,032−11.9% | Reduced |
| Advisor OS, LLC | 7,628 | $535.8K | 0.06% | +2,972+63.8% | Added |
| Concord Wealth Partners | 7,619 | $535.2K | 0.09% | −786−9.4% | Reduced |
| Cape Investment Advisory, Inc. | 7,608 | $534.4K | 0.21% | +605+8.6% | Added |
| Howe & Rusling Inc | 7,608 | $534.4K | 0.05% | +2,654+53.6% | Added |
| Connecticut Wealth Management, LLC | 7,601 | $533.9K | 0.03% | +113+1.5% | Added |
| Fort Point Capital Partners LLC | 7,593 | $533.3K | 0.06% | −957−11.2% | Reduced |
| DKM Wealth Management, Inc. | 7,565 | $531.4K | 0.50% | +7,565 | New |
| Keystone Financial Group | 7,522 | $529.8K | 0.05% | −1,964−20.7% | Reduced |
| Advyzon Investment Management, LLC | 7,541 | $529.7K | 0.20% | +7,541 | New |
| Evoke Wealth, LLC | 7,531 | $529.0K | 0.01% | +1,341+21.7% | Added |
| TCTC Holdings, LLC | 7,525 | $528.5K | 0.02% | +152+2.1% | Added |
| E&G Advisors, LP | 7,520 | $528.2K | 0.14% | +986+15.1% | Added |
| Mosaic Financial Group, LLC | 7,517 | $528.0K | 0.38% | −186−2.4% | Reduced |
| WealthShield Partners, LLC | 7,512 | $527.7K | 0.07% | −2,251−23.1% | Reduced |
| Sound Income Strategies, LLC | 7,499 | $526.7K | 0.03% | +1,075+16.7% | Added |
| STAR Financial Bank | 7,486 | $525.8K | 0.38% | −353−4.5% | Reduced |
| one8zero8, LLC | 7,485 | $525.7K | 0.11% | +7,485 | New |
| Congress Wealth Management LLC | 7,452 | $523.6K | 0.01% | +1,091+17.2% | Added |
| Thrive Wealth Management, LLC | 7,453 | $523.5K | 0.09% | −21−0.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $523.4K | 0.08% | +7,452 | New |
| Patten & Patten Inc | 7,451 | $523.4K | 0.03% | +262+3.6% | Added |
| Fortitude Family Office, LLC | 7,447 | $523.1K | 0.19% | +535+7.7% | Added |
| Campion Asset Management LLC | 7,415 | $520.8K | 0.39% | −170−2.2% | Reduced |
| Nilsine Partners, LLC | 7,408 | $520.3K | 0.06% | −265−3.5% | Reduced |
| Spinnaker Trust | 7,407 | $520.3K | 0.03% | +130+1.8% | Added |
| Bridge Creek Capital Management LLC | 7,400 | $519.8K | 0.16% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,388 | $518.9K | 0.03% | +4,615+166.4% | Added |
| Alteri Wealth LLC | 7,386 | $518.8K | 0.14% | +7,386 | New |
| Magnus Financial Group LLC | 7,350 | $516.3K | 0.05% | +1,867+34.1% | Added |
| Financial Insights, Inc. | 7,350 | $516.3K | 0.19% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 7,338 | $515.4K | 0.04% | −91−1.2% | Reduced |
| Pacifica Capital Investments, LLC | 7,335 | $515.0K | 0.17% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 7,320 | $514.2K | 0.10% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 7,327 | $514.0K | 0.17% | +7,327 | New |
| Sunflower Bank, N.A. | 7,309 | $513.4K | 0.14% | +547+8.1% | Added |
| Texas Capital Bancshares Inc | 7,297 | $512.5K | 0.21% | −1,662−18.6% | Reduced |
| North Berkeley Wealth Management, LLC | 7,292 | $512.2K | 0.52% | +7,292 | New |
| Baker Tilly Wealth Management, LLC | 7,286 | $511.8K | 0.20% | −1,362−15.7% | Reduced |
| Brueske Advisory Services, LLC | 7,280 | $511.3K | 0.45% | +7,280 | New |