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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
REAP Financial Group, LLC695$48.8K0.01%+486+232.5%Added
Quintet Private Bank (Europe) S.A.688$48.3K0.00%+688New
High Note Wealth, LLC680$47.8K0.01%+680New
Transcendent Capital Group LLC655$46.0K0.02%00.0%Unchanged
Park Place Capital Corp625$43.9K0.01%00.0%Unchanged
Fortis Group Advisors, LLC620$43.5K0.01%00.0%Unchanged
Hurley Capital, LLC581$42.5K0.03%+581New
Aristotle Capital Management, LLC600$42.1K0.00%00.0%Unchanged
AllSquare Wealth Management LLC600$42.1K0.02%00.0%Unchanged
FSA Wealth Management LLC598$42.0K0.02%00.0%Unchanged
Minot DeBlois Advisors LLC558$39.2K0.04%+558New
St. Johns Investment Management Company, LLC553$38.8K0.02%00.0%Unchanged
WPG Advisers, LLC539$37.9K0.04%+539New
Marshall & Sterling Wealth Advisors Inc.535$37.6K0.03%+535New
Bradley & Co. Private Wealth Management, LLC534$37.5K0.02%+534New
RE Dickinson Investment Advisors, LLC523$36.7K0.02%+3+0.6%Added
Orion Capital Management LLC500$35.1K0.02%+500New
BankPlus Trust Department500$35.1K0.01%+500New
E Fund Management (Hong Kong) Co., Ltd.496$35.0K0.03%+496New
Dunhill Financial, LLC496$34.9K0.02%+193+63.7%Added
Byrne Asset Management LLC490$34.4K0.02%00.0%Unchanged
JDM Financial Group LLC486$34.1K0.02%00.0%Unchanged
Arlington Trust Co LLC485$34.1K0.01%00.0%Unchanged
Barrett & Company, Inc.477$33.5K0.01%00.0%Unchanged
Clark Wealth Partners467$32.8K0.03%+467New
Private Wealth Management Group, LLC457$32.1K0.01%00.0%Unchanged
Decker Retirement Planning Inc.450$31.6K0.02%+450New
Parvin Asset Management, LLC450$31.6K0.03%+450New
Sanctuary Wealth Management, L.L.C.435$30.6K0.02%00.0%Unchanged
Modus Advisors, LLC432$30.3K0.01%+432New
Bellevue Asset Management, LLC430$30.2K0.02%00.0%Unchanged
McClarren Financial Advisors, Inc.432$30.0K0.08%+432New
Strategic Investment Solutions, Inc.426$29.9K0.01%00.0%Unchanged
Rakuten Securities, Inc.424$29.8K0.01%+237+126.7%Added
MidAtlantic Capital Management, Inc.421$29.6K0.02%−178−29.7%Reduced
MB, Levis & Associates, LLC419$29.4K0.01%00.0%Unchanged
True Wealth Design, LLC416$29.2K0.01%+36+9.5%Added
Lavaca Capital LLC412$28.9K0.01%+412New
Kings Path Partners LLC400$28.1K0.01%00.0%Unchanged
BNP Paribas400$28.1K0.00%+400New
Investment Counsel Co of Nevada400$28.1K0.07%+400New
Costello Asset Management, INC398$28.0K0.02%00.0%Unchanged
Raffa Wealth Management, LLC396$27.8K0.01%+82+26.1%Added
Hallmark Capital Management Inc386$27.1K0.00%00.0%Unchanged
Hanson & Doremus Investment Management385$27.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC379$26.6K0.01%00.0%Unchanged
Rialto Wealth Management, LLC376$26.4K0.01%+376New
Wintrust Investments LLC358$25.0K0.02%−449−55.6%Reduced
Archer Investment Corp352$24.7K0.01%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.350$24.6K0.00%00.0%Unchanged
Nemes Rush Group LLC341$24.0K0.00%+237+227.9%Added
Evelyn Partners Investment Management LLP340$23.9K0.00%+340New
FPC Investment Advisory, Inc.303$23.9K0.02%+303New
Red Tortoise LLC336$23.6K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC330$23.2K0.01%−146−30.7%Reduced
Medallion Wealth Advisors, LLC319$22.7K0.01%+319New
Tidemark, LLC323$22.7K0.01%+81+33.5%Added
Main Street Group, LTD320$22.5K0.01%00.0%Unchanged
Clear Street Markets LLC312$21.9K0.01%+312New
PFS Partners, LLC311$21.8K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC308$21.6K0.01%+229+289.9%Added
Newton One Investments LLC305$21.4K0.01%+305New
Investment Management Corp302$21.2K0.02%+302New
Retirement Wealth Solutions LLC302$21.1K0.02%+302New
Westside Investment Management, Inc.300$21.1K0.00%00.0%Unchanged
Berbice Capital Management LLC300$21.1K0.02%+300New
Conquis Financial LLC296$20.8K0.02%+296New
Breakwater Investment Management288$20.2K0.01%00.0%Unchanged
Bridge Generations Wealth Management LLC280$19.7K0.01%+280New
CGC Financial Services, LLC280$19.7K0.01%00.0%Unchanged
Copeland Capital Management, LLC258$18.1K0.00%+258New
Horizon Bancorp Inc255$18.0K0.01%00.0%Unchanged
Coston, McIsaac & Partners260$18.0K0.01%00.0%Unchanged
Stephens Consulting, LLC256$18.0K0.00%−99−27.9%Reduced
PrairieView Partners, LLC245$17.0K0.00%−994−80.2%Reduced
Holos Integrated Wealth LLC232$16.3K0.01%+232New
Financial Connections Group, Inc.241$16.0K0.01%00.0%Unchanged
Kozak & Associates, Inc.223$15.9K0.00%+2+0.9%Added
Kiely Wealth Advisory Group, Inc.200$15.8K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.225$15.8K0.00%+225New
Consultiva Wealth Management, Corp.207$14.5K0.07%+207New
Princeton Global Asset Management LLC200$14.0K0.00%+1+0.5%Added
Global Wealth Strategies & Associates193$13.6K0.00%00.0%Unchanged
Albion Financial Group190$13.3K0.00%+123+183.6%Added
Anfield Capital Management, LLC189$13.3K0.00%00.0%Unchanged
Pinney & Scofield, Inc.181$12.7K0.01%+181New
Oliver Lagore Vanvalin Investment Group175$12.3K0.00%−75−30.0%Reduced
Harbor Capital Advisors, Inc.173$12.0K0.00%−11−6.0%Reduced
Castleview Partners, LLC168$11.8K0.01%+168New
Legacy Investment Solutions, LLC140$11.3K0.01%00.0%Unchanged
Legacy Wealth Managment, LLC140$11.3K0.01%00.0%Unchanged
Wolff Wiese Magana LLC160$11.2K0.01%−60−27.3%Reduced
Nordwand Advisors, LLC160$11.2K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC155$10.9K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.153$10.7K0.01%+153New
Trifecta Capital Advisors, LLC152$10.7K0.00%00.0%Unchanged
SWAN Capital LLC150$10.5K0.01%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC150$10.5K0.00%00.0%Unchanged
FLP Wealth Management, LLC145$10.2K0.03%+145New
Riggs Asset Managment Co. Inc.144$10.1K0.00%00.0%Unchanged