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 |
|---|---|---|---|---|---|
| Convergence Financial, LLC | 3,024 | $212.4K | 0.04% | +3,024 | New |
| Hoxton Planning & Management, LLC | 3,015 | $211.8K | 0.08% | +3,015 | New |
| Houlihan Financial Resource Group, Ltd. | 3,009 | $211.0K | 0.09% | +3,009 | New |
| Torray LLC | 3,000 | $210.7K | 0.03% | +3,000 | New |
| Ames National Corp | 3,000 | $210.7K | 0.14% | +3,000 | New |
| Buckley Wealth Management, LLC | 3,000 | $210.7K | 0.06% | +3,000 | New |
| Strategic Wealth Partners, Ltd. | 2,672 | $210.7K | 0.02% | +2,672 | New |
| Wealth Dimensions Group, Ltd. | 2,995 | $210.4K | 0.05% | +2,995 | New |
| Sovereign Financial Group, Inc. | 2,991 | $210.1K | 0.05% | +2,991 | New |
| GDS Wealth Management | 2,982 | $209.5K | 0.02% | +2,982 | New |
| Vivaldi Capital Management, LLC | 2,687 | $209.4K | 0.03% | +2,687 | New |
| CPA Asset Management LLC | 2,980 | $209.3K | 0.10% | +2,980 | New |
| SOA Wealth Advisors, LLC. | 2,978 | $209.2K | 0.04% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 2,977 | $209.1K | 0.05% | +2,977 | New |
| BNC Wealth Management, LLC | 2,966 | $208.3K | 0.07% | −3,428−53.6% | Reduced |
| FLC Capital Advisors | 2,965 | $208.3K | 0.05% | +2,965 | New |
| Beaumont Financial Advisors, LLC | 2,958 | $207.8K | 0.02% | +2,958 | New |
| Asset Planning,Inc | 2,957 | $207.7K | 0.16% | +2,957 | New |
| Syverson Strege & Co | 2,948 | $207.1K | 0.07% | +2,948 | New |
| von Borstel & Associates, Inc. | 2,950 | $207.0K | 0.08% | +2,950 | New |
| Uptown Financial Advisors LLC | 2,940 | $206.5K | 0.22% | +2,940 | New |
| Bright Futures Wealth Management, LLC. | 2,627 | $205.9K | 0.18% | −616−19.0% | Reduced |
| Old Mission Investment Co LLC | 2,931 | $205.9K | 0.06% | +2,931 | New |
| Kolinsky Wealth Management, LLC | 2,926 | $205.5K | 0.13% | +2,926 | New |
| Caitong International Asset Management Co., Ltd | 2,924 | $205.4K | 0.20% | +2,924 | New |
| CRA Financial Services, LLC | 2,917 | $204.9K | 0.04% | +2,917 | New |
| Hudson Valley Investment Advisors Inc | 2,915 | $204.8K | 0.02% | +2,915 | New |
| Headinvest, LLC | 2,905 | $204.0K | 0.04% | +2,905 | New |
| Edgemoor Investment Advisors, Inc. | 2,904 | $204.0K | 0.02% | +2,904 | New |
| Citizens Business Bank | – | $203.7K | 0.04% | – | New |
| Grandfield & Dodd, LLC | 2,898 | $203.6K | 0.01% | +2,898 | New |
| Apriem Advisors | 2,896 | $203.4K | 0.02% | +2,896 | New |
| Independent Wealth Network Inc. | 2,895 | $203.3K | 0.08% | +2,895 | New |
| Scott Capital Advisors, LLC | 2,879 | $203.1K | 0.06% | +2,879 | New |
| Strategic Planning Group, LLC | 2,891 | $203.1K | 0.04% | +2,891 | New |
| KWMG, LLC | 2,889 | $202.9K | 0.02% | +2,889 | New |
| McLean Asset Management Corp | 2,873 | $201.8K | 0.06% | +2,873 | New |
| RW Investment Management LLC | 2,872 | $201.7K | 0.02% | +2,872 | New |
| Nelson Capital Management, LLC | 2,868 | $201.4K | 0.03% | +2,868 | New |
| American Capital Advisory, LLC | 2,856 | $200.6K | 0.11% | +2+0.1% | Added |
| Horst & Graben Wealth Management LLC | 2,855 | $200.6K | 0.04% | +2,855 | New |
| Enterprise Financial Services Corp | 2,855 | $200.5K | 0.11% | +2,855 | New |
| Kapstone Financial Advisors LLC | 2,557 | $200.4K | 0.11% | +2,557 | New |
| Creative Financial Designs Inc | 2,831 | $198.8K | 0.02% | −78−2.7% | Reduced |
| Powell Investment Advisors, LLC | 2,817 | $197.9K | 0.09% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 2,794 | $196.3K | 0.14% | +2,794 | New |
| West Paces Advisors Inc. | 2,793 | $196.2K | 0.05% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,753 | $193.4K | 0.01% | −1,088−28.3% | Reduced |
| Winch Advisory Services, LLC | 2,744 | $192.7K | 0.05% | +915+50.0% | Added |
| Clear Investment Research, LLC | 2,734 | $192.0K | 0.25% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,694 | $189.2K | 0.05% | +121+4.7% | Added |
| Sierra Ocean, LLC | 2,682 | $188.4K | 0.15% | +2,682 | New |
| Covestor Ltd | 2,642 | $186.0K | 0.12% | +1,316+99.2% | Added |
| New Millennium Group LLC | 2,630 | $184.7K | 0.11% | +13+0.5% | Added |
| Pinnacle Holdings, LLC | 2,610 | $183.3K | 0.07% | −599−18.7% | Reduced |
| Hall Laurie J Trustee | 2,602 | $183.0K | 0.06% | −745−22.3% | Reduced |
| Missouri Trust & Investment Co | 2,605 | $183.0K | 0.06% | 00.0% | Unchanged |
| 10Elms LLP | 2,601 | $182.7K | 0.19% | +2,601 | New |
| Pathway Financial Advisers, LLC | 2,597 | $182.4K | 0.06% | 00.0% | Unchanged |
| CNB Bank | 2,551 | $179.2K | 0.08% | −10.0% | Reduced |
| Ghe, LLC | 2,518 | $177.0K | 0.07% | 00.0% | Unchanged |
| Crews Bank & Trust | 2,437 | $171.2K | 0.03% | +2,437 | New |
| Paladin Advisory Group, LLC | 2,410 | $169.3K | 0.13% | −534−18.1% | Reduced |
| Ethos Financial Group, LLC | 2,367 | $166.3K | 0.02% | +2,367 | New |
| Hemington Wealth Management | 2,364 | $166.0K | 0.04% | +278+13.3% | Added |
| Elgethun Capital Management | 2,297 | $161.3K | 0.04% | −88,263−97.5% | Reduced |
| DT Investment Partners, LLC | 2,267 | $159.2K | 0.01% | −1,584−41.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 2,245 | $157.7K | 0.03% | −553−19.8% | Reduced |
| Armstrong Advisory Group, Inc | 2,235 | $157.0K | 0.01% | +252+12.7% | Added |
| Gables Capital Management Inc. | 2,200 | $154.5K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $154.1K | 0.06% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 2,191 | $153.9K | 0.09% | +2,191 | New |
| PSI Advisors, LLC | 2,160 | $151.7K | 0.05% | +10.0% | Added |
| Acropolis Investment Management, LLC | 2,105 | $147.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,085 | $146.4K | 0.03% | +293+16.4% | Added |
| Sugarloaf Wealth Management, LLC | 2,050 | $144.0K | 0.03% | −100−4.7% | Reduced |
| Bank & Trust Co | 2,037 | $143.1K | 0.12% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,036 | $143.0K | 0.10% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,028 | $142.4K | 0.05% | −676−25.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,008 | $141.0K | 0.01% | −592−22.8% | Reduced |
| Trust Co | 2,003 | $140.7K | 0.02% | −84−4.0% | Reduced |
| Spirit of America Management Corp | 2,000 | $140.5K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,000 | $140.5K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,977 | $138.9K | 0.01% | +80+4.2% | Added |
| Ostrum Asset Management | 1,941 | $136.3K | 0.01% | −81−4.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $134.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,908 | $134.0K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,898 | $133.3K | 0.02% | +704+59.0% | Added |
| Stonebridge Financial Group, LLC | 1,897 | $133.2K | 0.01% | +1,897 | New |
| Glen Eagle Advisors, LLC | 1,878 | $131.9K | 0.02% | −30−1.6% | Reduced |
| Christopher J. Hasenberg, Inc | 1,809 | $127.1K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,806 | $126.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,795 | $126.1K | 0.04% | +516+40.3% | Added |
| Riverview Trust Co | 1,788 | $125.6K | 0.11% | +14+0.8% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 1,788 | $125.6K | 0.05% | +1,788 | New |
| Abound Wealth Management | 1,762 | $123.8K | 0.04% | −13−0.7% | Reduced |
| Key Financial Inc | 1,749 | $122.8K | 0.03% | +71+4.2% | Added |
| AlphaCentric Advisors LLC | 1,738 | $122.1K | 0.12% | −87−4.8% | Reduced |
| Sherman Asset Management, Inc. | 1,729 | $121.4K | 0.11% | +1,729 | New |
| First United Bank Trust | 1,720 | $120.8K | 0.04% | −500−22.5% | Reduced |