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 |
|---|---|---|---|---|---|
| Adirondack Trust Co | 1,714 | $120.4K | 0.05% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,707 | $119.9K | 0.05% | +1,207+241.4% | Added |
| First Community Trust NA | 1,704 | $119.7K | 0.09% | 00.0% | Unchanged |
| Rogco, LP | 1,665 | $117.0K | 0.05% | 00.0% | Unchanged |
| Compass Financial Services Inc | 1,664 | $116.9K | 0.07% | +1,664 | New |
| Longview Financial Advisors LLC | 1,653 | $116.1K | 0.08% | +1,653 | New |
| Prestige Wealth Management Group LLC | 1,604 | $112.7K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,580 | $111.0K | 0.03% | +5+0.3% | Added |
| Bay Harbor Wealth Management, LLC | 1,569 | $110.2K | 0.04% | +54+3.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,564 | $109.9K | 0.01% | +1,564 | New |
| Quarry LP | 1,534 | $107.7K | 0.02% | +1,534 | New |
| Richards, Merrill & Peterson, Inc. | 1,532 | $107.6K | 0.06% | +1,532 | New |
| Capula Management Ltd | 1,518 | $106.6K | 0.00% | +340+28.9% | Added |
| Bank of New Hampshire | 1,515 | $106.4K | 0.03% | +295+24.2% | Added |
| American National Bank | 1,491 | $104.7K | 0.01% | −254−14.6% | Reduced |
| Beacon Capital Management, LLC | 1,480 | $103.9K | 0.01% | +4+0.3% | Added |
| Putney Financial Group LLC | 1,471 | $103.3K | 0.09% | +1,471 | New |
| Centerpoint Advisors, LLC | 1,463 | $103.0K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,462 | $102.7K | 0.01% | −3,800−72.2% | Reduced |
| City Holding Co | 1,460 | $102.5K | 0.01% | +300+25.9% | Added |
| Catalyst Capital Advisors LLC | 1,451 | $101.9K | 0.00% | −1,373−48.6% | Reduced |
| Ulland Investment Advisors, LLC | 1,435 | $101.0K | 0.06% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,431 | $100.5K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,425 | $100.1K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,424 | $100.0K | 0.02% | −75−5.0% | Reduced |
| Community Bank, N.A. | 1,406 | $98.8K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,400 | $98.3K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,393 | $97.8K | 0.03% | +382+37.8% | Added |
| NewSquare Capital LLC | 1,385 | $97.3K | 0.01% | +1,219+734.3% | Added |
| Loomis Sayles & Co L P | 1,384 | $97.0K | 0.00% | +196+16.5% | Added |
| Exane Asset Management | 1,332 | $96.9K | 0.06% | +1,332 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1,373 | $96.4K | 0.19% | +1,373 | New |
| Murphy & Mullick Capital Management Corp | 1,357 | $95.3K | 0.09% | +1,357 | New |
| Family CFO Inc | 1,347 | $94.6K | 0.05% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,346 | $94.5K | 0.06% | +1,346 | New |
| Kessler Investment Group, LLC | 1,328 | $93.3K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,324 | $93.0K | 0.01% | +304+29.8% | Added |
| TruNorth Capital Management, LLC | 1,300 | $91.3K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 1,293 | $90.8K | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,285 | $90.3K | 0.01% | +1,285 | New |
| Clean Yield Group | 1,282 | $90.0K | 0.03% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,270 | $89.2K | 0.06% | +4+0.3% | Added |
| ORG Partners LLC | 1,267 | $89.1K | 0.01% | +6+0.5% | Added |
| Ramirez Asset Management, Inc. | 1,244 | $87.4K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,235 | $86.7K | 0.02% | +1,235 | New |
| Financial Life Planners | 1,233 | $86.6K | 0.07% | +1,233 | New |
| Investment Research & Advisory Group, Inc. | 1,225 | $86.0K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,224 | $86.0K | 0.03% | +162+15.3% | Added |
| Arcadia Investment Management Corp | 1,221 | $85.8K | 0.01% | +221+22.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,210 | $85.0K | 0.03% | −19−1.5% | Reduced |
| Financial Freedom, LLC | 1,204 | $84.6K | 0.04% | +4+0.3% | Added |
| Old Point Trust & Financial Services N A | 1,183 | $83.1K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,159 | $81.4K | 0.01% | +59+5.4% | Added |
| Frazier Financial Advisors, LLC | 1,142 | $80.4K | 0.06% | −24−2.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,124 | $79.0K | 0.01% | +327+41.0% | Added |
| Bogart Wealth, LLC | 1,117 | $78.5K | 0.00% | +219+24.4% | Added |
| Eagle Bay Advisors LLC | 1,102 | $77.4K | 0.05% | −527−32.4% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1,099 | $77.2K | 1.79% | +1,099 | New |
| Optimum Investment Advisors | 1,076 | $75.6K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,050 | $73.8K | 0.02% | −416−28.4% | Reduced |
| New England Capital Financial Advisors LLC | 1,044 | $73.4K | 0.04% | −49−4.5% | Reduced |
| Pittenger & Anderson Inc | 1,035 | $72.7K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,030 | $72.3K | 0.02% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1,003 | $70.5K | 0.06% | +1,003 | New |
| Battery Global Advisors, LLC | 1,000 | $70.2K | 0.04% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 1,000 | $70.0K | 0.04% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 996 | $70.0K | 0.03% | +996 | New |
| Mizuho Bank, Ltd. | 980 | $68.8K | 0.02% | +980 | New |
| Foster Dykema Cabot & Partners, LLC | 979 | $68.8K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 974 | $68.6K | 0.05% | −21−2.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 965 | $67.8K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 945 | $66.0K | 0.01% | −167−15.0% | Reduced |
| Financial Gravity Companies, Inc. | 928 | $65.2K | 0.01% | +928 | New |
| XY Capital Ltd | 905 | $63.6K | 0.07% | +905 | New |
| Lam Group, Inc. | 900 | $63.2K | 0.05% | 00.0% | Unchanged |
| Security National Bank | 896 | $62.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 894 | $62.8K | 0.00% | −35−3.8% | Reduced |
| Crowley Wealth Management, Inc. | 881 | $61.9K | 0.05% | +881 | New |
| Cornerstone Planning Group LLC | 777 | $60.6K | 0.01% | +111+16.7% | Added |
| Signature Resources Capital Management, LLC | 851 | $59.8K | 0.05% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 850 | $59.7K | 0.01% | +22+2.7% | Added |
| LFA - Lugano Financial Advisors SA | 849 | $59.6K | 0.04% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 804 | $56.5K | 0.03% | +804 | New |
| Talon Private Wealth, LLC | 801 | $56.3K | 0.01% | +683+578.8% | Added |
| Advantage Trust Co | 800 | $56.2K | 0.03% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 797 | $56.0K | 0.06% | +797 | New |
| Fairscale Capital, LLC | 780 | $54.8K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 778 | $54.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 774 | $54.4K | 0.01% | +30+4.0% | Added |
| BFSG, LLC | 772 | $54.2K | 0.01% | +1+0.1% | Added |
| Mendota Financial Group, LLC | 767 | $53.9K | 0.03% | −439−36.4% | Reduced |
| Vision Financial Markets LLC | 766 | $53.8K | 0.06% | +766 | New |
| Householder Group Estate & Retirement Specialist, LLC | 742 | $52.0K | 0.04% | −1,456−66.2% | Reduced |
| Centricity Wealth Management, LLC | 733 | $51.5K | 0.05% | +733 | New |
| Bank of Jackson Hole Trust | 732 | $51.4K | 0.03% | +732 | New |
| Reyes Financial Architecture, Inc. | 728 | $51.1K | 0.04% | +728 | New |
| Hoese & Co LLP | 724 | $50.9K | 0.04% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 714 | $50.2K | 0.03% | +224+45.7% | Added |
| Truvestments Capital LLC | 714 | $50.2K | 0.01% | +194+37.3% | Added |
| Painted Porch Advisors LLC | 705 | $49.5K | 0.02% | 00.0% | Unchanged |