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Livermore
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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; 2,882 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.

Institutional holdersQ4 2024: 2,563 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: 1,995 institutionsQ3 2023: 1,975 institutionsQ4 2023: 2,153 institutionsQ1 2024: 2,204 institutionsQ2 2024: 2,263 institutionsQ3 2024: 2,247 institutionsQ4 2024: 2,563 institutionsQ1 2025: 2,559 institutionsQ2 2025: 2,633 institutionsQ3 2025: 2,663 institutionsQ4 2025: 2,910 institutionsQ1 2026: 2,827 institutionsQ2 2026: 2,882 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 20262,882$193.1B
Q1 20262,827$184.0B
Q4 20252,910$223.9B
Q3 20252,663$200.3B
Q2 20252,633$199.2B
Q1 20252,559$180.8B
Q4 20242,563$177.5B
Q3 20242,247$142.8B
Q2 20242,263$152.8B
Q1 20242,204$154.8B
Q4 20232,153$133.4B
Q3 20231,975$110.1B
Q2 20231,995$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
Fountainhead AM, LLC3,426$240.6K0.04%+3,426New
Hurlow Wealth Management Group, Inc.3,426$240.6K0.08%+3,426New
Claret Asset Management Corp3,402$239.0K0.04%+3,402New
Entropy Technologies, LP3,400$238.8K0.02%+3,400New
Novare Capital Management LLC3,399$238.7K0.02%−261−7.1%Reduced
SFE Investment Counsel3,399$238.7K0.05%+3,399New
New Jersey Better Educational Savings Trust3,398$238.7K0.46%+3,398New
Buttonwood Financial Advisors Inc.3,392$238.2K0.10%+3,392New
Charles Schwab Trust Co3,387$237.9K0.02%+3,387New
Finer Wealth Management, Inc.3,382$237.6K0.14%+3,382New
City State Bank3,379$237.3K0.08%00.0%Unchanged
Chiron Capital Management, LLC3,371$236.8K0.22%−6,740−66.7%Reduced
Jackson Thornton Asset Management, LLC3,365$236.4K0.03%+3,365New
United Bank3,357$235.8K0.10%+3,357New
Flagship Harbor Advisors, LLC3,346$235.0K0.01%−253−7.0%Reduced
Geller Advisors LLC3,342$234.7K0.02%+3,342New
Financial Network Wealth Advisors LLC3,338$234.5K0.44%−11,853−78.0%Reduced
Cedar Point Capital Partners, LLC3,332$234.0K0.16%+3,332New
Capital Advisors, Ltd. LLC3,334$234.0K0.03%+64+2.0%Added
Instrumental Wealth, LLC3,012$233.5K0.22%+3,012New
Bangor Savings Bank3,322$233.3K0.02%00.0%Unchanged
Rise Advisors, LLC3,320$233.2K0.11%+17+0.5%Added
BetterWealth, LLC3,318$233.1K0.06%+3,318New
Aletheian Wealth Advisors LLC3,307$232.3K0.14%+3,307New
West Wealth Group, LLC3,301$231.9K0.07%+3,301New
Copperleaf Capital, LLC3,300$231.8K0.15%+3,300New
Washington Capital Management Inc3,300$231.8K0.18%+3,300New
Tempus Wealth Planning, LLC3,291$231.2K0.07%+3,291New
Oregon Pacific Wealth Management, LLC3,290$231.1K0.23%+3,290New
BXM Wealth LLC3,276$230.1K0.32%+3,276New
Pacific Sage Partners, LLC3,269$229.6K0.05%+3,269New
BSW Wealth Partners3,268$229.5K0.03%+3,268New
Paragon Capital Management Ltd3,256$228.7K0.05%+3,256New
Root Financial Partners, LLC3,253$228.5K0.03%+3,253New
Sunburst Financial Group, LLC3,252$228.4K0.06%+3,252New
Builder Investment Group Inc3,250$228.3K0.06%−1,000−23.5%Reduced
Balentine LLC3,250$228.3K0.01%−506−13.5%Reduced
ESL Trust Services, LLC3,250$228.3K0.05%+3,162+3,593.2%Added
Angeles Investment Advisors, LLC3,250$228.3K0.01%+3,250New
Financial Advisory Corp3,248$228.0K0.08%+3,248New
Hanlon Investment Management, Inc.3,243$227.8K0.06%+3,243New
Hara Capital LLC3,242$227.7K0.14%00.0%Unchanged
Advisory Resource Group3,228$226.8K0.05%+3,228New
Capstone Financial Advisors, Inc.3,227$226.7K0.01%+3,227New
Traynor Capital Management, Inc.3,224$226.5K0.02%−486−13.1%Reduced
Granite Harbor Advisors, Inc.3,224$226.5K0.13%+3,224New
Summit Wealth & Retirement Planning, Inc.3,223$226.4K0.07%+3,223New
Goldstone Financial Group, LLC3,223$226.4K0.04%+3,223New
Emergent Wealth Advisors, LLC3,212$225.6K0.16%+3,212New
Executive Wealth Management, LLC3,211$225.5K0.02%+3,211New
Consilio Wealth Advisors, LLC3,209$225.4K0.09%+3,209New
Investment Advisory Group, LLC3,206$225.2K0.08%−2,770−46.4%Reduced
Caledonia (Private) Investments Pty Ltd3,198$224.6K0.00%+3,198New
Jessup Wealth Management, Inc3,194$224.3K0.10%+3,194New
DF Dent & Co Inc3,189$224.0K0.00%−10,039−75.9%Reduced
Brave Asset Management Inc3,187$223.9K0.07%−1,604−33.5%Reduced
WealthPLAN Partners, LLC3,184$223.7K0.03%+3,184New
Financial Management Network Inc3,136$223.6K0.05%−509−14.0%Reduced
Capital Advisors Inc3,170$222.7K0.00%+3,170New
Forza Wealth Management, LLC3,164$222.2K0.10%+3,164New
Baldwin Investment Management, LLC3,153$221.4K0.03%+3,153New
Hazlett, Burt & Watson, Inc.3,169$221.0K0.10%00.0%Unchanged
IFG Advisory, LLC3,145$220.9K0.01%+3,145New
Hickory Point Bank & Trust3,142$220.7K0.20%+3,142New
Ironwood Financial, llc3,141$220.6K0.05%+3,141New
Planned Solutions, Inc.3,140$220.6K0.09%−4−0.1%Reduced
Northwest Bancshares, Inc.3,139$220.5K0.04%+3,139New
Oak Harbor Wealth Partners, LLC3,138$220.4K0.06%+3,138New
Concentric Capital Strategies, LP3,135$220.2K0.01%−12,394−79.8%Reduced
Hummer Financial Advisory Services Inc3,126$219.6K0.17%+3,126New
Fermata Advisors, LLC3,122$219.3K0.04%−1,142−26.8%Reduced
Morris Retirement Advisors, LLC3,121$219.2K0.12%+3,121New
Foster & Motley Inc3,121$219.0K0.01%−1,991−38.9%Reduced
Sonata Capital Group Inc3,115$219.0K0.09%+3,115New
CM Wealth Advisors LLC3,110$218.4K0.07%+3,110New
Asset Allocation Strategies LLC2,756$218.4K0.05%+2,756New
American Trust3,103$218.0K0.02%+3,103New
West Financial Advisors, LLC3,101$217.8K0.04%+209+7.2%Added
Mill Creek Capital Advisors, LLC3,094$217.3K0.01%+3,094New
Kerntke Otto McGlone Wealth Management Group3,092$217.2K0.16%+3,092New
Grove Bank & Trust3,091$217.1K0.03%−227−6.8%Reduced
Woodstock Corp3,085$216.7K0.02%−845−21.5%Reduced
Northern Capital Management, Inc.3,084$216.6K0.13%+3,084New
Keb Asset Management, LLC3,083$216.6K0.06%+3,083New
Bell Investment Advisors, Inc3,077$216.1K0.04%−51−1.6%Reduced
Novem Group3,076$216.1K0.03%+3,076New
Sculati Wealth Management, LLC3,074$215.9K0.09%+3,074New
RKL Wealth Management LLC3,072$215.8K0.02%+3,072New
Merriman Wealth Management, LLC3,115$215.2K0.01%+3,115New
Strategic Financial Services, Inc,3,061$215.0K0.01%+3,061New
Smith & Howard Wealth Management, LLC3,060$214.9K0.06%+3,060New
Optivise Advisory Services LLC3,059$214.9K0.12%+3,059New
Gagnon Securities LLC3,056$214.7K0.04%00.0%Unchanged
Leelyn Smith, LLC3,050$214.2K0.04%+3,050New
TFB Advisors LLC3,048$214.1K0.06%+3,048New
LM Advisors LLC3,049$214.0K0.04%+3,049New
TFR Capital, LLC.3,042$213.7K0.11%+3,042New
Northcape Wealth Management, LLC3,040$213.5K0.07%+3,040New
Davis Investment Partners, LLC3,043$212.9K0.09%+3,043New
Avenue 1 Advisors, LLC3,030$212.8K0.08%+3,030New