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 |
|---|---|---|---|---|---|
| Lakeside Advisors, INC. | 7,275 | $511.0K | 0.34% | 00.0% | Unchanged |
| Weaver Consulting Group | 7,258 | $509.8K | 0.16% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,248 | $509.1K | 0.04% | −541−6.9% | Reduced |
| Holistic Planning, LLC | 7,238 | $508.4K | 0.18% | −91−1.2% | Reduced |
| Capital Advantage, Inc. | 7,235 | $508.2K | 0.09% | +7,235 | New |
| Stratos Wealth Advisors, LLC | 7,233 | $508.1K | 0.02% | −230−3.1% | Reduced |
| Alpha Family Trust | 7,220 | $507.1K | 0.28% | 00.0% | Unchanged |
| Everpar Advisors LLC | 7,200 | $505.7K | 0.25% | −737−9.3% | Reduced |
| Sterneck Capital Management, LLC | 7,196 | $505.4K | 0.27% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 7,075 | $505.3K | 0.21% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 7,179 | $504.3K | 0.09% | +981+15.8% | Added |
| UMA Financial Services, Inc. | 7,164 | $503.2K | 0.09% | +20.0% | Added |
| Waddell & Associates, LLC | 7,153 | $502.4K | 0.05% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 7,152 | $502.4K | 0.11% | +36+0.5% | Added |
| Summit Asset Management, LLC | 7,150 | $502.2K | 0.09% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7,143 | $501.7K | 0.15% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 7,131 | $500.9K | 0.22% | +7,131 | New |
| Verum Partners LLC | 7,119 | $500.0K | 0.14% | −2,639−27.0% | Reduced |
| New Hampshire Trust | 7,105 | $499.1K | 0.11% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 8,829 | $499.0K | 0.45% | 00.0% | Unchanged |
| S.A. Mason LLC | 7,103 | $498.9K | 0.26% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,101 | $498.8K | 0.08% | −4,243−37.4% | Reduced |
| Advus Financial Partners, LLC | 7,095 | $498.4K | 0.14% | +1,321+22.9% | Added |
| John W. Brooker & Co., CPAs | 7,075 | $496.9K | 0.21% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 7,051 | $494.9K | 0.27% | −627−8.2% | Reduced |
| MONECO Advisors, LLC | 7,018 | $492.9K | 0.05% | +134+1.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,356 | $492.7K | 0.00% | +2,103+49.4% | Added |
| Thompson Investment Management, Inc. | 7,012 | $492.5K | 0.07% | −1,036−12.9% | Reduced |
| BancorpSouth Bank | 7,011 | $492.5K | 0.03% | −39−0.6% | Reduced |
| Lincoln Capital LLC | 7,011 | $492.4K | 0.10% | +20.0% | Added |
| Kearns & Associates LLC | 7,000 | $491.7K | 0.32% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6,987 | $490.8K | 0.04% | +169+2.5% | Added |
| Schulhoff & Co Inc | 6,977 | $490.1K | 0.22% | +20.0% | Added |
| SNS Financial Group, LLC | 6,966 | $489.3K | 0.05% | −729−9.5% | Reduced |
| LVW Advisors, LLC | 6,942 | $487.6K | 0.06% | −1,289−15.7% | Reduced |
| LRI Investments, LLC | 6,936 | $487.2K | 0.05% | −257−3.6% | Reduced |
| Founders Financial Alliance, LLC | 6,935 | $487.1K | 0.13% | +75+1.1% | Added |
| Flputnam Investment Management Co | 6,926 | $486.5K | 0.01% | +966+16.2% | Added |
| Great Waters Wealth Management | 6,925 | $486.4K | 0.06% | +86+1.3% | Added |
| HHM Wealth Advisors, LLC | 6,896 | $484.4K | 0.07% | −752−9.8% | Reduced |
| Means Investment Co., Inc. | 6,866 | $482.3K | 0.05% | +18+0.3% | Added |
| Ssi Investment Management LLC | 6,865 | $482.2K | 0.04% | −7−0.1% | Reduced |
| Piscataqua Savings Bank | 6,862 | $482.0K | 0.41% | −53−0.8% | Reduced |
| RD Lewis Holdings, Inc. | 5,968 | $481.4K | 0.53% | +5,968 | New |
| Relyea Zuckerberg Hanson LLC | 6,853 | $481.4K | 0.06% | +478+7.5% | Added |
| Aull & Monroe Investment Management Corp | 6,840 | $480.4K | 0.24% | −1,427−17.3% | Reduced |
| Larson Financial Group LLC | 6,808 | $478.2K | 0.02% | +679+11.1% | Added |
| Cowa, LLC | 6,800 | $477.6K | 0.22% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 6,797 | $477.5K | 0.04% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 6,795 | $477.3K | 0.23% | −42−0.6% | Reduced |
| Titleist Asset Management, LLC | 6,770 | $475.5K | 0.05% | −596−8.1% | Reduced |
| Atlas Brown,Inc. | 6,753 | $474.3K | 0.16% | +55+0.8% | Added |
| Wayfinding Financial, LLC | 6,754 | $474.0K | 0.25% | +6,754 | New |
| KWB Wealth | 8,390 | $473.9K | 0.06% | +33+0.4% | Added |
| Drexel Morgan & Co. | 6,747 | $473.9K | 0.10% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 6,742 | $473.5K | 0.04% | −159−2.3% | Reduced |
| J.Safra Asset Management Corp | 6,725 | $473.5K | 0.04% | +2,725+68.1% | Added |
| Pines Wealth Management, LLC | 6,764 | $473.2K | 0.21% | +6,764 | New |
| Concord Asset Management, LLC | 6,721 | $472.1K | 0.10% | +1,542+29.8% | Added |
| New Wave Wealth Advisors LLC | 6,718 | $471.9K | 0.19% | −338−4.8% | Reduced |
| Wealth Management Partners, LLC | 6,714 | $471.6K | 0.20% | −309−4.4% | Reduced |
| Simmons Bank | 6,701 | $470.7K | 0.03% | −100−1.5% | Reduced |
| West Oak Capital, LLC | 6,700 | $470.6K | 0.17% | −6,925−50.8% | Reduced |
| Belmont Capital, LLC | 6,690 | $469.9K | 0.08% | −100−1.5% | Reduced |
| Diversified Enterprises, LLC | 6,696 | $469.3K | 0.04% | +222+3.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 6,670 | $469.0K | 0.10% | +1,390+26.3% | Added |
| Virtue Capital Management, LLC | 6,656 | $467.5K | 0.09% | +6,656 | New |
| Cassaday & Co Wealth Management LLC | 6,653 | $467.3K | 0.01% | +96+1.5% | Added |
| Crown Wealth Group, LLC | 6,648 | $467.0K | 0.19% | +140+2.2% | Added |
| Coastline Trust Co | 6,648 | $467.0K | 0.05% | +476+7.7% | Added |
| Procyon Private Wealth Partners, LLC | 6,639 | $466.3K | 0.03% | +454+7.3% | Added |
| Seven Mile Advisory | 6,636 | $466.1K | 0.30% | +430+6.9% | Added |
| Fortem Financial Group, LLC | 6,609 | $464.2K | 0.18% | −149−2.2% | Reduced |
| Lynch & Associates | 6,606 | $464.0K | 0.10% | −647−8.9% | Reduced |
| Chilton Capital Management LLC | 6,588 | $462.7K | 0.02% | −6,156−48.3% | Reduced |
| Ameriflex Group, Inc. | 5,850 | $460.9K | 0.21% | +5,850 | New |
| Petros Family Wealth, LLC | 6,557 | $460.6K | 0.50% | +6,557 | New |
| San Luis Wealth Advisors LLC | 6,529 | $459.0K | 0.09% | −2,289−26.0% | Reduced |
| Canopy Partners, LLC | 6,531 | $458.7K | 0.18% | +24+0.4% | Added |
| Interchange Capital Partners, LLC | 6,520 | $457.9K | 0.17% | −1,695−20.6% | Reduced |
| Mengis Capital Management, Inc. | 6,514 | $457.5K | 0.09% | +10.0% | Added |
| Ayrshire Capital Management LLC | 6,500 | $456.6K | 0.22% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 6,495 | $456.2K | 0.39% | +6,495 | New |
| Michael A. Dubis Financial Planning, LLC | 6,492 | $456.0K | 0.44% | +6,492 | New |
| Westhampton Capital, LLC | 6,490 | $455.9K | 0.23% | −500−7.2% | Reduced |
| Colonial Trust Co | 6,478 | $455.0K | 0.07% | −79−1.2% | Reduced |
| Axis Wealth Partners, LLC | 6,467 | $454.3K | 0.38% | +6,467 | New |
| Bingham Private Wealth, LLC | 6,467 | $454.2K | 0.48% | +6,467 | New |
| Oxford Financial Group Ltd | 6,459 | $453.7K | 0.03% | −329−4.8% | Reduced |
| Richard W. Paul & Associates, LLC | 6,440 | $452.4K | 0.16% | −291−4.3% | Reduced |
| Bristlecone Advisors, LLC | 6,429 | $451.6K | 0.04% | −87−1.3% | Reduced |
| Sentry Investment Management LLC | 6,423 | $451.0K | 0.21% | −1,046−14.0% | Reduced |
| Verus Capital Partners, LLC | 6,404 | $449.8K | 0.04% | +77+1.2% | Added |
| Callan Capital, LLC | 6,397 | $449.3K | 0.03% | +373+6.2% | Added |
| Prosperity Consulting Group, LLC | 6,372 | $447.6K | 0.03% | +1,290+25.4% | Added |
| Occidental Asset Management, LLC | 6,365 | $447.1K | 0.07% | +5+0.1% | Added |
| Allegheny Financial Group LTD | 6,347 | $445.9K | 0.11% | +103+1.6% | Added |
| WoodTrust Financial Corp | 6,338 | $445.0K | 0.06% | +342+5.7% | Added |
| Alpha Advisors, LLC | 6,332 | $444.8K | 0.46% | +6,332 | New |
| Morris Financial Concepts, Inc. | 6,306 | $442.9K | 0.19% | 00.0% | Unchanged |