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; 2,882 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
- 2,563
- +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
- 829 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| Permanens Capital L.P. | 6,298 | $442.4K | 0.08% | −1,276−16.8% | Reduced |
| Front Row Advisors LLC | 6,293 | $442.0K | 0.15% | 00.0% | Unchanged |
| Optas, LLC | 6,292 | $441.9K | 0.10% | +1,185+23.2% | Added |
| APCM Wealth Management for Individuals | 6,284 | $441.4K | 0.07% | −713−10.2% | Reduced |
| Advisory Alpha, LLC | 6,273 | $440.6K | 0.02% | +405+6.9% | Added |
| Austin Private Wealth, LLC | 6,272 | $440.5K | 0.04% | +6,272 | New |
| Fortress Financial Group, LLC | 6,261 | $439.8K | 0.44% | +6,261 | New |
| Family Firm, Inc. | 6,259 | $439.7K | 0.10% | +4+0.1% | Added |
| Compagnie Lombard Odier SCmA | 6,250 | $439.0K | 0.01% | −4,000−39.0% | Reduced |
| Legacy Bridge, LLC | 6,229 | $437.5K | 0.23% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 6,228 | $437.5K | 0.03% | 00.0% | Unchanged |
| McAdam, LLC | 6,223 | $437.1K | 0.02% | +596+10.6% | Added |
| TBH Global Asset Management, LLC | 6,211 | $436.3K | 0.10% | −66−1.1% | Reduced |
| CenterBook Partners LP | 6,210 | $436.2K | 0.03% | −6,829−52.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,207 | $436.0K | 0.20% | −451−6.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,206 | $435.9K | 0.06% | +4+0.1% | Added |
| Heritage Investment Group, Inc. | 6,205 | $435.8K | 0.08% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 6,201 | $435.6K | 0.02% | −517−7.7% | Reduced |
| Nichols & Pratt Advisers LLP | 6,200 | $435.5K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 6,198 | $435.3K | 0.24% | +2,498+67.5% | Added |
| Steel Peak Wealth Management LLC | 6,195 | $435.1K | 0.02% | −1,128−15.4% | Reduced |
| Zullo Investment Group, Inc. | 6,180 | $434.1K | 0.18% | +333+5.7% | Added |
| First National Bank & Trust Co of Newtown | 6,178 | $433.9K | 0.09% | −1,110−15.2% | Reduced |
| Lakeridge Wealth Management LLC | 6,167 | $433.2K | 0.22% | +52+0.9% | Added |
| M3 Advisory Group, LLC | 6,152 | $432.1K | 0.31% | −4−0.1% | Reduced |
| VSM Wealth Advisory, LLC | 6,108 | $429.0K | 0.15% | +6,108 | New |
| SPC Financial, Inc. | 6,099 | $428.4K | 0.04% | +154+2.6% | Added |
| Univest Financial Corp | 6,094 | $428.0K | 0.03% | +10.0% | Added |
| Cable Hill Partners, LLC | 6,088 | $427.6K | 0.04% | +1,790+41.6% | Added |
| Well Done, LLC | 7,564 | $427.3K | 0.08% | 00.0% | Unchanged |
| LongView Wealth Management | 6,082 | $427.2K | 0.13% | +22+0.4% | Added |
| Burton Enright Welch | 6,058 | $425.5K | 0.09% | +62+1.0% | Added |
| GF Fund Management Co. Ltd. | 6,055 | $425.3K | 0.01% | +6,055 | New |
| Spartan Planning & Wealth Management | 6,052 | $425.1K | 0.39% | +6,052 | New |
| Duncker Streett & Co Inc | 6,049 | $424.8K | 0.08% | +728+13.7% | Added |
| Silvia McColl Wealth Management, LLC | 6,045 | $424.6K | 0.32% | +20.0% | Added |
| Candriam Luxembourg S.C.A. | 6,032 | $423.7K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 6,032 | $423.7K | 0.23% | +5,424+892.1% | Added |
| First National Bank of Hutchinson | 6,029 | $423.5K | 0.26% | +6,029 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,026 | $423.3K | 0.10% | −116−1.9% | Reduced |
| Silverlake Wealth Management LLC | 6,025 | $423.2K | 0.16% | +5+0.1% | Added |
| SG Americas Securities, LLC | 6,014 | $422.0K | 0.00% | −272,333−97.8% | Reduced |
| Arrow Financial Corp | 5,983 | $420.2K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,969 | $419.3K | 0.07% | +826+16.1% | Added |
| Parsons Capital Management Inc | 5,931 | $416.6K | 0.02% | +177+3.1% | Added |
| 17 Capital Partners, LLC | 5,923 | $416.0K | 0.26% | +2,005+51.2% | Added |
| Traphagen Investment Advisors LLC | 5,910 | $415.1K | 0.04% | −532−8.3% | Reduced |
| Fruth Investment Management | 5,918 | $415.0K | 0.11% | −300−4.8% | Reduced |
| Stiles Financial Services Inc | 5,904 | $414.7K | 0.15% | −121−2.0% | Reduced |
| Pioneer Trust Bank N A | 5,900 | $414.4K | 0.10% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 5,895 | $414.1K | 0.11% | 00.0% | Unchanged |
| Searle & Co. | 5,887 | $413.5K | 0.12% | +5,887 | New |
| Arcataur Capital Management LLC | 5,854 | $411.2K | 0.14% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 5,846 | $410.6K | 0.08% | −658−10.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 5,839 | $410.1K | 0.11% | +137+2.4% | Added |
| 180 Wealth Advisors, LLC | 5,836 | $409.9K | 0.06% | −175−2.9% | Reduced |
| WMS Partners, LLC | 5,822 | $408.9K | 0.02% | +5,822 | New |
| First Financial Corp | 5,809 | $408.0K | 0.19% | −477−7.6% | Reduced |
| Mezzasalma Advisors, LLC | 5,807 | $407.9K | 0.13% | +1,245+27.3% | Added |
| Florida Financial Advisors, LLC | 5,797 | $407.2K | 0.18% | +1,294+28.7% | Added |
| MSH Capital Advisors LLC | 5,788 | $406.6K | 0.13% | −5−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 5,785 | $406.3K | 0.03% | +334+6.1% | Added |
| Indiana Trust & Investment Management CO | 5,780 | $406.0K | 0.14% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 5,754 | $404.2K | 0.29% | +5,754 | New |
| Cascade Financial Partners, LLC | 5,751 | $404.0K | 0.05% | +88+1.6% | Added |
| Duncan Williams Asset Management, LLC | 5,714 | $401.4K | 0.16% | −267−4.5% | Reduced |
| Mach-1 Financial Group, Inc. | 5,696 | $400.1K | 0.72% | −1,053−15.6% | Reduced |
| Ballast, Inc. | 5,690 | $399.7K | 0.11% | −5−0.1% | Reduced |
| CoreCap Advisors, LLC | 5,660 | $397.5K | 0.02% | +1,200+26.9% | Added |
| G2 Capital Management, LLC | 5,647 | $396.6K | 0.12% | 00.0% | Unchanged |
| Cooper Financial Group | 5,615 | $394.4K | 0.05% | +1,017+22.1% | Added |
| Visionary Wealth Advisors | 5,593 | $392.9K | 0.02% | −165−2.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,564 | $390.8K | 0.10% | −50−0.9% | Reduced |
| Hardy Reed LLC | 5,564 | $390.8K | 0.03% | +215+4.0% | Added |
| Kesler, Norman & Wride, LLC | 5,564 | $390.8K | 0.08% | −477−7.9% | Reduced |
| GWN Securities Inc. | 5,067 | $390.4K | 0.10% | +5,067 | New |
| Hidden Cove Wealth Management, LLC | 5,554 | $390.1K | 0.32% | +5,554 | New |
| Smithfield Trust Co | 5,554 | $390.0K | 0.02% | −300−5.1% | Reduced |
| Denver Wealth Management, Inc. | 5,547 | $389.6K | 0.18% | +234+4.4% | Added |
| Peak Planning Group, LLC | 5,542 | $389.3K | 0.16% | −5,000−47.4% | Reduced |
| PFC Capital Group, Inc. | 5,550 | $389.0K | 0.19% | +2,000+56.3% | Added |
| Icapital Wealth LLC | 5,530 | $388.4K | 0.22% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 5,516 | $387.4K | 0.05% | −5,200−48.5% | Reduced |
| Narwhal Capital Management | 5,510 | $387.0K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 5,486 | $385.3K | 0.06% | +170+3.2% | Added |
| Wealth Management Associates, Inc. | 5,472 | $384.4K | 0.16% | +665+13.8% | Added |
| Strategic Blueprint, LLC | 5,466 | $383.9K | 0.02% | +618+12.7% | Added |
| Guyasuta Investment Advisors Inc | 5,464 | $383.8K | 0.02% | −209−3.7% | Reduced |
| Eagle Harbor Asset Management Inc | 5,457 | $383.3K | 0.38% | 00.0% | Unchanged |
| BIP Wealth, LLC | 5,450 | $382.8K | 0.03% | +5,450 | New |
| Howard Capital Management Group, LLC | 5,450 | $382.8K | 0.03% | 00.0% | Unchanged |
| Zhang Financial LLC | 5,446 | $382.6K | 0.02% | +1,743+47.1% | Added |
| Ariadne Wealth Management, LP | 4,805 | $382.0K | 0.17% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 5,428 | $381.3K | 0.12% | +5,428 | New |
| Zions Bancorporation, N.A. | 5,427 | $381.2K | 0.02% | −1,550−22.2% | Reduced |
| Jacobsen Capital Management | 5,420 | $380.7K | 0.16% | +148+2.8% | Added |
| Community Trust & Investment Co | 5,418 | $380.6K | 0.02% | −830−13.3% | Reduced |
| Ullmann Financial Group, Inc. | 5,414 | $380.3K | 0.05% | −2,000−27.0% | Reduced |
| SRS Capital Advisors, Inc. | 5,409 | $379.9K | 0.02% | +1,569+40.9% | Added |
| Detalus Advisors, LLC | 5,400 | $379.3K | 0.12% | −200−3.6% | Reduced |