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 |
|---|---|---|---|---|---|
| Harvest Investment Services, LLC | 4,752 | $333.8K | 0.08% | +4,752 | New |
| Oliver Luxxe Assets LLC | 5,902 | $333.4K | 0.06% | 00.0% | Unchanged |
| Leo Wealth, LLC | 4,743 | $333.1K | 0.03% | −90−1.9% | Reduced |
| Aprio Wealth Management, LLC | 4,738 | $332.8K | 0.05% | −1,639−25.7% | Reduced |
| O'Rourke & Company, Inc | 4,726 | $332.0K | 0.16% | +3+0.1% | Added |
| Oak Hill Wealth Advisors, LLC | 4,719 | $331.5K | 0.08% | +4,719 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4,718 | $331.5K | 0.00% | +319+7.3% | Added |
| First Financial Group Corp | 4,704 | $330.4K | 0.37% | +4,704 | New |
| Buckhead Capital Management LLC | 4,689 | $329.4K | 0.11% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4,655 | $327.0K | 0.15% | +10.0% | Added |
| Alternative Investment Advisors, LLC. | 4,654 | $326.9K | 0.17% | +3+0.1% | Added |
| Gilliland Jeter Wealth Management LLC | 4,636 | $325.6K | 0.11% | −112−2.4% | Reduced |
| LifePlan Financial, LLC | 4,616 | $324.2K | 0.29% | −2,450−34.7% | Reduced |
| Sym Financial Corp | 4,597 | $322.9K | 0.04% | −1,640−26.3% | Reduced |
| Forte Capital LLC | 4,575 | $321.3K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 4,561 | $320.4K | 0.02% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 4,560 | $320.3K | 0.21% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,556 | $320.0K | 0.07% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,541 | $318.9K | 0.03% | +129+2.9% | Added |
| Talisman Wealth Advisors LLC | 4,522 | $317.6K | 0.34% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,509 | $316.7K | 0.04% | +3,080+215.5% | Added |
| Samalin Investment Counsel, LLC | 4,497 | $315.9K | 0.14% | +109+2.5% | Added |
| Bill Few Associates, Inc. | 4,487 | $315.2K | 0.11% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,472 | $314.1K | 0.05% | +886+24.7% | Added |
| TCI Wealth Advisors, Inc. | 4,448 | $312.4K | 0.03% | −393−8.1% | Reduced |
| Ewa, LLC | 4,446 | $312.3K | 0.12% | +39+0.9% | Added |
| Private Capital Management LLC | 4,442 | $312.0K | 0.06% | −3,821−46.2% | Reduced |
| GW&K Investment Management, LLC | 4,444 | $312.0K | 0.00% | −139−3.0% | Reduced |
| Johnson & White Wealth Management, LLC | 4,449 | $312.0K | 0.19% | +4,449 | New |
| MBL Wealth, LLC | 4,438 | $311.7K | 0.03% | −258−5.5% | Reduced |
| Maripau Wealth Management LLC | 4,435 | $311.5K | 0.18% | +4,435 | New |
| Cary Street Partner Investment Advisory LLC | 4,430 | $311.2K | 0.20% | −11,067−71.4% | Reduced |
| Laraway Financial Inc | 4,429 | $311.1K | 0.25% | +10.0% | Added |
| Atwood & Palmer Inc | 4,425 | $310.8K | 0.02% | −1,500−25.3% | Reduced |
| Seeds Investor LLC | 4,424 | $310.7K | 0.09% | −30−0.7% | Reduced |
| Moloney Securities Asset Management, LLC | 4,423 | $310.7K | 0.04% | +4,423 | New |
| Y.D. More Investments Ltd | 4,413 | $310.0K | 0.03% | +2,152+95.2% | Added |
| Weinberger Asset Management, Inc | 4,411 | $309.8K | 0.13% | −1,091−19.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 4,400 | $309.1K | 0.07% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 4,400 | $309.1K | 0.13% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,390 | $308.4K | 0.05% | −10.0% | Reduced |
| Sentinus, LLC | 4,352 | $305.7K | 0.09% | +800+22.5% | Added |
| Capital Performance Advisors LLP | 4,346 | $305.3K | 0.10% | +2,582+146.4% | Added |
| Chesapeake Wealth Management | 4,340 | $304.8K | 0.10% | +74+1.7% | Added |
| West Michigan Advisors, LLC | 4,339 | $304.8K | 0.09% | +4,339 | New |
| Southland Equity Partners LLC | 4,327 | $303.9K | 0.07% | +6+0.1% | Added |
| Carbahal Olsen Financial Services Group, LLC | 4,320 | $303.4K | 0.28% | +4,320 | New |
| Levin Capital Strategies, L.P. | 4,300 | $302.0K | 0.03% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,299 | $302.0K | 0.04% | +65+1.5% | Added |
| Scratch Capital LLC | 4,299 | $302.0K | 0.37% | +4,299 | New |
| Boyd Watterson Asset Management LLC | 4,291 | $301.4K | 0.08% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,290 | $301.3K | 0.07% | +4,290 | New |
| Keynote Financial Services LLC | 4,290 | $301.3K | 0.23% | 00.0% | Unchanged |
| MJP Associates Inc | 4,281 | $300.7K | 0.05% | +4,281 | New |
| Professional Financial Advisors, LLC | 4,279 | $300.5K | 0.08% | +21+0.5% | Added |
| IFG Advisors, LLC | 4,278 | $300.5K | 0.06% | +10.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,263 | $299.5K | 0.15% | +12+0.3% | Added |
| Arista Wealth Management, LLC | 4,259 | $299.1K | 0.07% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 4,160 | $297.8K | 0.06% | −273−6.2% | Reduced |
| Core Wealth Partners LLC | 4,237 | $297.6K | 0.17% | +4,237 | New |
| WealthTrust Axiom LLC | 4,237 | $297.6K | 0.09% | 00.0% | Unchanged |
| First American Bank | 4,235 | $297.5K | 0.02% | −716−14.5% | Reduced |
| Catalytic Wealth RIA, LLC | 4,234 | $297.4K | 0.05% | −11−0.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,230 | $297.2K | 0.17% | −757−15.2% | Reduced |
| Power Wealth Management LLC | 4,230 | $297.1K | 0.12% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,212 | $295.8K | 0.06% | +20.0% | Added |
| Romano Brothers and Company | 4,203 | $295.2K | 0.04% | −100−2.3% | Reduced |
| New Covenant Trust Company, N.A. | 4,162 | $293.0K | 0.29% | −139−3.2% | Reduced |
| Concentrum Wealth Management | 4,165 | $292.6K | 0.10% | +34+0.8% | Added |
| Nations Financial Group Inc, | 4,159 | $292.2K | 0.02% | +44+1.1% | Added |
| Centerpoint Advisory Group | 4,159 | $292.1K | 0.28% | +4,159 | New |
| GK Wealth Management LLC | 4,154 | $291.8K | 0.37% | +4,154 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 4,149 | $291.4K | 0.05% | −28−0.7% | Reduced |
| Tillman Hartley LLC | 4,147 | $291.3K | 0.08% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 4,139 | $290.7K | 0.09% | −11−0.3% | Reduced |
| Principal Street Partners, LLC | 4,134 | $290.4K | 0.06% | +656+18.9% | Added |
| Spring Capital Management, LLC | 4,128 | $290.0K | 0.17% | +4,128 | New |
| Gradient Capital Advisors, LLC | 4,126 | $289.8K | 0.09% | −152−3.6% | Reduced |
| Consolidated Planning Corp | 4,113 | $288.9K | 0.04% | −336−7.6% | Reduced |
| Private Wealth Group, LLC | 4,112 | $288.8K | 0.14% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,108 | $288.5K | 0.05% | −107−2.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,101 | $288.1K | 0.07% | 00.0% | Unchanged |
| Payden & Rygel | 4,100 | $288.0K | 0.02% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 3,705 | $287.3K | 0.16% | −1,510−29.0% | Reduced |
| Tyler-Stone Wealth Management | 4,084 | $286.9K | 0.05% | +161+4.1% | Added |
| Green Harvest Asset Management LLC | 4,083 | $286.8K | 0.01% | +4,083 | New |
| Saxon Interests, Inc. | 4,080 | $286.6K | 0.13% | −338−7.7% | Reduced |
| Regal Investment Advisors LLC | 4,079 | $286.5K | 0.02% | +4,079 | New |
| Stockman Wealth Management, Inc. | 4,070 | $285.9K | 0.04% | −101−2.4% | Reduced |
| Chapin Davis, Inc. | 5,040 | $284.7K | 0.09% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 4,047 | $284.3K | 0.04% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 4,039 | $283.7K | 0.07% | +248+6.5% | Added |
| South Plains Financial, Inc. | 4,038 | $283.6K | 0.22% | +4,038 | New |
| Octavia Wealth Advisors, LLC | 4,033 | $283.3K | 0.03% | −364−8.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,030 | $283.1K | 0.07% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 4,033 | $283.0K | 0.01% | +10.0% | Added |
| James Hambro & Partners | 4,019 | $282.5K | 0.01% | −175−4.2% | Reduced |
| SGL Investment Advisors, Inc. | 3,561 | $282.2K | 0.14% | −25−0.7% | Reduced |
| Cooper Capital Advisors LLC | 4,012 | $281.8K | 0.29% | +4,012 | New |
| Epiq Partners, LLC | 4,000 | $281.0K | 0.15% | −853−17.6% | Reduced |