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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.

Institutional holdersQ4 2024: 2,564 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,883 institutions
Value heldQ4 2024: $177.5B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,883$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2024.

Institutions holding WFC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
United Bank4,000$281.0K0.03%00.0%Unchanged
Capital Analysts, LLC3,999$280.0K0.01%+759+23.4%Added
SignalPoint Asset Management, LLC3,974$279.1K0.07%00.0%Unchanged
Acorn Wealth Advisors, LLC3,967$278.6K0.12%−275−6.5%Reduced
Summit X, LLC3,958$278.0K0.06%+352+9.8%Added
tru Independence LLC3,958$278.0K0.09%−112,759−96.6%Reduced
Bank of Hawaii3,957$277.9K0.02%−774−16.4%Reduced
Heritage Wealth Management, Inc.3,955$277.8K0.09%+210+5.6%Added
Towerpoint Wealth, LLC3,946$277.2K0.14%00.0%Unchanged
Liberty Square Wealth Partners LLC3,465$277.1K0.10%+3,465New
Wealth Group, Ltd.3,947$277.0K0.18%+406+11.5%Added
Stordahl Capital Management, Inc.3,934$276.3K0.07%+3,934New
Ellenbecker Investment Group3,925$275.7K0.05%−493−11.2%Reduced
Paradigm Capital Management, LLC3,914$275.0K0.26%00.0%Unchanged
Peddock Capital Advisors, LLC3,905$274.3K0.07%00.0%Unchanged
CKW Financial Group3,900$274.0K0.03%−1,100−22.0%Reduced
Cozad Asset Management Inc3,883$272.7K0.03%00.0%Unchanged
First Pacific Financial3,879$272.5K0.06%00.0%Unchanged
Boston Financial Mangement LLC3,869$271.8K0.01%−159−3.9%Reduced
Cerro Pacific Wealth Advisors LLC4,809$271.7K0.09%+167+3.6%Added
Bernardo Wealth Planning LLC3,882$271.6K0.06%+46+1.2%Added
Camden National Bank3,866$271.5K0.04%−825−17.6%Reduced
Greenwood Gearhart Inc3,861$271.2K0.02%+3,861New
X-Square Capital, LLC3,857$271.0K0.11%−51−1.3%Reduced
WSFS Capital Management, LLC3,854$270.7K0.01%+299+8.4%Added
Fi3 FINANCIAL ADVISORS, LLC3,853$270.6K0.10%+3,853New
Guardian Wealth Management, Inc.3,852$270.6K0.18%−1,017−20.9%Reduced
City Center Advisors, LLC3,844$270.0K0.30%−982−20.3%Reduced
Petix & Botte Co3,828$268.9K0.07%00.0%Unchanged
Cottonwood Capital Advisors, LLC3,822$268.5K0.19%+2+0.1%Added
First Heartland Consultants, Inc.3,822$268.4K0.03%−1,655−30.2%Reduced
Strategic Wealth Designers3,815$268.0K0.02%−102−2.6%Reduced
Colonial Trust Advisors3,805$267.3K0.02%−902−19.2%Reduced
Crabel Capital Management, LLC3,798$266.8K0.87%+3,798New
AXS Investments LLC3,796$266.6K0.07%−451−10.6%Reduced
49 Wealth Management, LLC3,790$266.2K0.04%−742−16.4%Reduced
HRC Wealth Management, LLC3,789$266.1K0.16%+10+0.3%Added
Invenio Wealth Partners LLC3,783$265.7K0.11%00.0%Unchanged
Brio Consultants, LLC3,769$264.8K0.04%00.0%Unchanged
Grove Street Fiduciary, LLC3,766$264.5K0.14%+3,766New
Magnolia Capital Advisors LLC3,764$264.4K0.07%+3,764New
McKinley Carter Wealth Services, Inc.3,764$264.4K0.02%+3,764New
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors3,745$263.1K0.02%+3,745New
Financial Security Advisor, Inc.3,743$262.9K0.07%−100−2.6%Reduced
Wealthquest Corp3,736$262.4K0.02%+3,736New
Lifeworks Advisors, LLC3,726$261.7K0.05%+3,726New
Sonora Investment Management Group, LLC3,726$261.7K0.02%−137−3.5%Reduced
Sargent Investment Group, LLC3,704$261.2K0.04%+3,704New
United Community Bank3,718$261.2K0.10%+183+5.2%Added
Impact Capital Partners LLC3,716$261.0K0.09%+3,716New
First Interstate Bank3,713$260.8K0.02%−575−13.4%Reduced
Trustmark National Bank Trust Department3,708$260.4K0.02%−1,105−23.0%Reduced
RDA Financial Network3,706$260.3K0.08%+3,706New
Meadow Creek Wealth Advisors LLC3,692$259.3K0.19%+125+3.5%Added
Outlook Wealth Advisors, LLC3,690$259.2K0.07%+2+0.1%Added
Wedgewood Investors Inc3,684$258.8K0.30%−200−5.1%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.3,670$257.8K0.05%+175+5.0%Added
Ashton Thomas Securities, LLC3,678$257.6K0.07%+562+18.0%Added
Madrona Financial Services, LLC3,668$257.6K0.07%+3,668New
Five Oceans Advisors3,661$257.1K0.12%−867−19.1%Reduced
Juncture Wealth Strategies, LLC3,650$256.4K0.10%+3,650New
Seed Wealth Management, Inc.3,643$255.9K0.21%00.0%Unchanged
Ignite Planners, LLC3,579$255.2K0.06%+3,579New
Endowment Wealth Management, Inc.3,620$254.2K0.17%+20+0.6%Added
Boston Family Office LLC3,623$254.0K0.02%00.0%Unchanged
J. Safra Sarasin Holding AG3,614$253.8K0.00%+3,614New
Eagle Wealth Strategies LLC3,612$253.7K0.18%+57+1.6%Added
FDx Advisors, Inc.3,597$253.0K0.07%−115−3.1%Reduced
SWP Financial LLC3,597$252.7K0.15%+3,597New
Beacon Financial Advisory LLC3,587$252.0K0.08%+3,587New
Paradigm Financial Partners, LLC3,574$251.1K0.03%+542+17.9%Added
Beck Mack & Oliver LLC3,572$250.9K0.00%+3,572New
Capital Management Associates, Inc3,568$250.6K0.09%−531−13.0%Reduced
Centennial Bank3,562$250.2K0.12%−129−3.5%Reduced
V-Square Quantitative Management LLC3,555$249.7K0.04%−438−11.0%Reduced
Bordeaux Wealth Advisors LLC3,552$249.5K0.04%+3,552New
Dark Forest Capital Management LP3,549$249.3K0.04%−13,932−79.7%Reduced
JGP Wealth Management, LLC3,533$248.2K0.03%+3,533New
Centennial Wealth Advisory LLC3,525$247.6K0.10%−134−3.7%Reduced
Gillespie Robinson & Grimm Inc3,525$247.6K0.02%+3,525New
Walkner Condon Financial Advisors LLC3,507$246.3K0.05%+3,507New
Custom Index Systems, LLC3,500$245.8K0.13%+3,500New
Braun-Bostich & Associates Inc.3,498$245.7K0.18%+3,498New
Towarzystwo Funduszy Inwestycyjnych Pzu SA3,490$245.1K0.08%+540+18.3%Added
Atlas Legacy Advisors, LLC3,486$244.9K0.06%+3,486New
Trust Co of Virginia3,476$244.2K0.02%+3,476New
Northstar Group, Inc.3,474$244.0K0.04%+3,474New
Greenwich Wealth Management LLC3,475$244.0K0.02%+3,475New
Sprinkle Financial Consultants LLC3,473$243.9K0.17%+3,473New
Quantum Private Wealth, LLC3,463$243.2K0.08%+3,463New
Lionshead Wealth Management, LLC3,462$243.2K0.18%+3,462New
Galvin, Gaustad & Stein, LLC3,462$243.1K0.02%+3,462New
Cherry Tree Wealth Management, LLC3,459$243.0K0.06%00.0%Unchanged
Amarillo National Bank3,450$242.3K0.04%+3,450New
McMill Wealth Management3,449$242.3K0.10%+3,449New
Addison Capital Co3,444$241.9K0.10%−562−14.0%Reduced
Symphony Financial, Ltd. Co.3,106$241.8K0.04%+3,106New
Powers Advisory Group, LLC3,441$241.7K0.12%+3,441New
Motive Wealth Advisors3,433$241.1K0.13%+3,433New
Capital Advisors Wealth Management, LLC3,428$240.8K0.04%+3,428New