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
- 2,563
- +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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Regent Peak Wealth Advisors LLC | 5,399 | $379.2K | 0.09% | +111+2.1% | Added |
| Red Door Wealth Management, LLC | 5,397 | $379.1K | 0.06% | −692−11.4% | Reduced |
| Hengehold Capital Management LLC | 5,394 | $378.9K | 0.04% | +793+17.2% | Added |
| Gitterman Wealth Management, LLC | 5,377 | $377.7K | 0.16% | +5,377 | New |
| Mosaic Family Wealth Partners, LLC | 5,365 | $376.9K | 0.05% | +88+1.7% | Added |
| Patrick M Sweeney & Associates, Inc | 5,362 | $376.6K | 0.28% | −1,065−16.6% | Reduced |
| Security National Bank of So Dak | 5,357 | $376.3K | 0.21% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 5,341 | $375.2K | 0.10% | +1,397+35.4% | Added |
| FourThought Financial Partners, LLC | 5,332 | $374.6K | 0.04% | +5,332 | New |
| Dempze Nancy E | 5,302 | $372.4K | 0.22% | 00.0% | Unchanged |
| Constitution Capital LLC | 5,300 | $372.3K | 0.21% | 00.0% | Unchanged |
| AlTi Global, Inc. | 5,260 | $372.2K | 0.01% | −2,980−36.2% | Reduced |
| Marino, Stram & Associates LLC | 5,284 | $371.1K | 0.08% | +105+2.0% | Added |
| Matrix Private Capital Group LLC | 5,282 | $371.0K | 0.21% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 5,268 | $370.0K | 0.07% | 00.0% | Unchanged |
| Mma Asset Management LLC | 5,265 | $369.8K | 0.16% | +85+1.6% | Added |
| Millennium Capital Advisors, LLC | 5,250 | $368.8K | 0.25% | +500+10.5% | Added |
| New Republic Capital, LLC | 5,249 | $368.7K | 0.24% | +149+2.9% | Added |
| Smith, Moore & Co. | 5,246 | $368.5K | 0.03% | −300−5.4% | Reduced |
| Beach Investment Counsel Inc | 5,233 | $368.0K | 0.05% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,236 | $367.8K | 0.18% | −196−3.6% | Reduced |
| Helium Advisors LLC | 5,230 | $367.4K | 0.29% | +5,230 | New |
| MKT Advisors LLC | 4,749 | $366.1K | 0.16% | −192−3.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,189 | $364.5K | 0.02% | +10.0% | Added |
| Northeast Financial Consultants Inc | 5,186 | $364.3K | 0.02% | +800+18.2% | Added |
| Blue Rock Wealth Management LLC | 5,184 | $364.1K | 0.38% | +5,184 | New |
| Taika Capital, LP | 5,180 | $363.8K | 0.28% | +5,180 | New |
| Golden State Wealth Management, LLC | 5,172 | $363.3K | 0.05% | +5,172 | New |
| Bruce G. Allen Investments, LLC | 5,170 | $363.1K | 0.29% | −219−4.1% | Reduced |
| Partners Wealth Management, LLC | 5,169 | $363.1K | 0.41% | +5,169 | New |
| Dorchester Wealth Management Co | 5,165 | $362.8K | 0.07% | −625−10.8% | Reduced |
| Raelipskie Partnership | 5,165 | $362.8K | 0.18% | −135−2.5% | Reduced |
| Byrne Financial Freedom, LLC | 5,162 | $362.5K | 0.16% | +5,162 | New |
| Salomon & Ludwin, LLC | 5,149 | $361.7K | 0.04% | −107−2.0% | Reduced |
| Formidable Asset Management, LLC | 5,132 | $360.5K | 0.06% | −299−5.5% | Reduced |
| Birch Hill Investment Advisors LLC | 5,132 | $360.5K | 0.02% | +53+1.0% | Added |
| Ellevest, Inc. | 5,129 | $360.3K | 0.02% | −20.0% | Reduced |
| Hohimer Wealth Management, LLC | 5,123 | $359.8K | 0.07% | 00.0% | Unchanged |
| Integrity Wealth Advisors, Inc. | 5,123 | $359.8K | 0.26% | +5,123 | New |
| Farmers & Merchants Trust Co of Long Beach | 5,117 | $359.4K | 0.09% | −5,000−49.4% | Reduced |
| Mirador Capital Partners LP | 5,111 | $359.0K | 0.07% | +885+20.9% | Added |
| Klingenstein Fields & Co LP | 5,108 | $358.8K | 0.01% | +278+5.8% | Added |
| Whalerock Point Partners, LLC | 5,108 | $358.8K | 0.08% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 5,105 | $358.6K | 0.07% | +38+0.7% | Added |
| Burt Wealth Advisors | 5,101 | $358.3K | 0.09% | −16−0.3% | Reduced |
| Mokosak Advisory Group, LLC | 5,093 | $357.8K | 0.11% | +22+0.4% | Added |
| Abacus Planning Group, Inc. | 5,074 | $356.4K | 0.06% | +10.0% | Added |
| Secure Asset Management, LLC | 5,067 | $355.9K | 0.05% | +530+11.7% | Added |
| Canandaigua National Trust Co of Florida | 5,058 | $355.3K | 0.28% | +5,058 | New |
| Blue Barn Wealth, LLC | 5,054 | $355.0K | 0.19% | −741−12.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,036 | $353.7K | 0.03% | +194+4.0% | Added |
| AssuredPartners Investment Advisors, LLC | 5,012 | $352.0K | 0.07% | +5,012 | New |
| BlackDiamond Wealth Management Inc. | 5,004 | $351.4K | 0.20% | +72+1.5% | Added |
| Annex Advisory Services, LLC | 5,001 | $351.3K | 0.01% | +455+10.0% | Added |
| Puzo Michael J | 5,000 | $351.2K | 0.10% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,000 | $351.2K | 0.13% | 00.0% | Unchanged |
| Ruffer LLP | 5,000 | $351.2K | 0.01% | 00.0% | Unchanged |
| Willner & Heller, LLC | 4,998 | $351.0K | 0.31% | +27+0.5% | Added |
| Quantum Financial Advisors, LLC | 4,992 | $350.6K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,989 | $350.4K | 0.08% | +816+19.6% | Added |
| Walker Asset Management, LLC | 4,960 | $348.4K | 0.21% | +22+0.4% | Added |
| GFS Advisors, LLC | 4,948 | $348.0K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 4,942 | $347.1K | 0.22% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4,933 | $346.5K | 0.03% | +1,113+29.1% | Added |
| CoreFirst Bank & Trust | 4,925 | $345.9K | 0.21% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 4,921 | $345.6K | 0.04% | −2,132−30.2% | Reduced |
| Capital Square, LLC | 4,468 | $345.5K | 0.20% | −109−2.4% | Reduced |
| First Command Advisory Services, Inc. | 4,918 | $345.4K | 0.00% | −38−0.8% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,905 | $345.4K | 0.14% | +1,929+64.8% | Added |
| Check Capital Management Inc | 4,913 | $345.1K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,426 | $345.0K | 0.00% | −500−10.2% | Reduced |
| Leuthold Group, LLC | 4,904 | $344.5K | 0.04% | +4,904 | New |
| Traveka Wealth, LLC | 4,895 | $343.8K | 0.19% | +920+23.1% | Added |
| Argyle Capital Partners, LLC | 4,884 | $343.1K | 0.29% | +4,884 | New |
| Green Square Capital Advisors LLC | 4,884 | $343.1K | 0.05% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,881 | $342.9K | 0.05% | −2,514−34.0% | Reduced |
| Verity & Verity, LLC | 4,875 | $342.4K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,868 | $341.9K | 0.23% | −49−1.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,867 | $341.9K | 0.08% | −107−2.2% | Reduced |
| Inspire Advisors, LLC | 4,857 | $341.1K | 0.04% | −435−8.2% | Reduced |
| HC Advisors, LLC | 4,848 | $340.6K | 0.27% | +655+15.6% | Added |
| Accelerate Investment Advisors LLC | 4,847 | $340.5K | 0.30% | +675+16.2% | Added |
| MinichMacGregor Wealth Management, LLC | 4,845 | $340.3K | 0.07% | +677+16.2% | Added |
| Baron Wealth Management LLC | 4,836 | $339.7K | 0.16% | +547+12.8% | Added |
| Sachetta, LLC | 4,815 | $338.2K | 0.13% | −17−0.4% | Reduced |
| Black Diamond Financial, LLC | 4,814 | $338.1K | 0.05% | +151+3.2% | Added |
| Brewster Financial Planning LLC | 4,804 | $337.5K | 0.26% | +4,804 | New |
| Alan B. Lancz & Associates, Inc. | 4,800 | $337.2K | 0.34% | 00.0% | Unchanged |
| United Wealth Management, LLC | 4,798 | $337.0K | 0.11% | +4,798 | New |
| Evolution Advisers, Inc. | 4,812 | $337.0K | 0.18% | −1,935−28.7% | Reduced |
| Brady Martz Wealth Solutions, LLC | 4,724 | $336.3K | 0.08% | +4,724 | New |
| First Western Trust Bank | 4,777 | $335.5K | 0.02% | +117+2.5% | Added |
| Monterey Private Wealth, Inc. | 4,776 | $335.5K | 0.11% | +795+20.0% | Added |
| Narus Financial Partners, LLC | 4,773 | $335.3K | 0.11% | +773+19.3% | Added |
| Slagle Financial, LLC | 4,769 | $335.0K | 0.15% | −818−14.6% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 4,759 | $334.3K | 0.09% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,758 | $334.2K | 0.17% | +1,150+31.9% | Added |
| Vicus Capital | 4,757 | $334.2K | 0.03% | −135−2.8% | Reduced |
| Gould Asset Management LLC | 4,757 | $334.1K | 0.07% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 4,760 | $334.0K | 0.12% | 00.0% | Unchanged |