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
- 2,564
- +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
- 830 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 52,683 | $3.70M | 0.18% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 52,576 | $3.69M | 1.81% | +158+0.3% | Added |
| Wittenberg Investment Management, Inc. | 52,457 | $3.68M | 1.45% | −52,073−49.8% | Reduced |
| Wedbush Securities Inc | 52,061 | $3.66M | 0.13% | +286+0.6% | Added |
| Associated Banc-Corp | 51,830 | $3.64M | 0.11% | −1,059−2.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 51,805 | $3.64M | 0.13% | −3,020−5.5% | Reduced |
| Wetherby Asset Management Inc | 51,670 | $3.63M | 0.17% | −2,178−4.0% | Reduced |
| Profund Advisors LLC | 51,641 | $3.63M | 0.13% | −8,222−13.7% | Reduced |
| Stonebridge Capital Advisors LLC | 51,452 | $3.61M | 0.29% | −1,625−3.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 51,291 | $3.60M | 0.73% | +347+0.7% | Added |
| Cornercap Investment Counsel Inc | 51,193 | $3.60M | 1.16% | −1,732−3.3% | Reduced |
| FineMark National Bank & Trust | 51,038 | $3.58M | 0.13% | −938−1.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 51,025 | $3.58M | 0.04% | −3,621−6.6% | Reduced |
| Pavion Blue Capital, LLC | 50,772 | $3.57M | 1.67% | −169−0.3% | Reduced |
| SOL Capital Management CO | 50,513 | $3.55M | 0.40% | −50−0.1% | Reduced |
| 44 Wealth Management LLC | 50,512 | $3.55M | 1.36% | −4,109−7.5% | Reduced |
| Coldstream Capital Management Inc | 50,072 | $3.52M | 0.07% | +6,099+13.9% | Added |
| Perkins Coie Trust Co | 50,063 | $3.52M | 0.77% | −437−0.9% | Reduced |
| Aft, Forsyth & Sober, LLC | 50,000 | $3.51M | 1.14% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 49,999 | $3.51M | 0.26% | −1,046−2.0% | Reduced |
| Boston Private Wealth LLC | 49,637 | $3.49M | 0.07% | +49,637 | New |
| Crestline Management, LP | 49,564 | $3.48M | 0.12% | +22,495+83.1% | Added |
| Transcend Wealth Collective, LLC | 49,559 | $3.48M | 0.25% | −2,418−4.7% | Reduced |
| Qtron Investments LLC | 49,460 | $3.47M | 0.49% | −9,090−15.5% | Reduced |
| Sigma Planning Corp | 49,431 | $3.47M | 0.11% | −7,800−13.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 49,301 | $3.46M | 0.19% | +3,520+7.7% | Added |
| IMS Capital Management | 49,133 | $3.45M | 1.60% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 49,062 | $3.45M | 0.10% | +315+0.6% | Added |
| Buckingham Strategic Partners | 49,050 | $3.45M | 0.06% | +4,377+9.8% | Added |
| IFP Advisors, Inc | 48,878 | $3.43M | 0.11% | +8,470+21.0% | Added |
| Asio Capital, LLC | 48,760 | $3.42M | 0.65% | −15,230−23.8% | Reduced |
| CWA Asset Management Group, LLC | 48,510 | $3.41M | 0.17% | +7,791+19.1% | Added |
| Moors & Cabot, Inc. | 48,274 | $3.39M | 0.16% | −3,459−6.7% | Reduced |
| Inkwell Capital LLC | 48,030 | $3.37M | 3.61% | +48,030 | New |
| 3Chopt Investment Partners, LLC | 47,722 | $3.35M | 1.15% | +348+0.7% | Added |
| WCG Wealth Advisors LLC | 47,635 | $3.35M | 0.22% | +1,463+3.2% | Added |
| Somerset Group LLC | 47,629 | $3.35M | 3.06% | 00.0% | Unchanged |
| Fiduciary Trust Co | 47,611 | $3.34M | 0.04% | +1,704+3.7% | Added |
| Geneos Wealth Management Inc. | 47,535 | $3.34M | 0.12% | −791−1.6% | Reduced |
| Optimas Capital Ltd | 47,400 | $3.33M | 4.49% | +47,400 | New |
| Twin City Private Wealth, LLC | 47,062 | $3.31M | 2.92% | −4,849−9.3% | Reduced |
| Capital Investment Advisors, LLC | 47,058 | $3.31M | 0.07% | −2,197−4.5% | Reduced |
| Brown Brothers Harriman & Co | 46,876 | $3.29M | 0.02% | +4,173+9.8% | Added |
| Benjamin Edwards Inc | 46,729 | $3.28M | 0.05% | −10,730−18.7% | Reduced |
| Welch & Forbes LLC | 46,363 | $3.26M | 0.04% | +199+0.4% | Added |
| Choate Investment Advisors | 46,347 | $3.26M | 0.08% | +5,033+12.2% | Added |
| Coppell Advisory Solutions LLC | 46,138 | $3.25M | 0.46% | −1,826−3.8% | Reduced |
| Avitas Wealth Management LLC | 46,138 | $3.24M | 0.45% | +300+0.7% | Added |
| Vontobel Holding Ltd. | 46,051 | $3.23M | 0.01% | −2,182−4.5% | Reduced |
| Stonegate Investment Group, LLC | 46,036 | $3.23M | 0.09% | +603+1.3% | Added |
| Union Heritage Capital, LLC | 45,970 | $3.23M | 1.19% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 45,940 | $3.23M | 0.34% | −2,472−5.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 45,877 | $3.22M | 0.90% | +37,877+473.5% | Added |
| Capital Asset Advisory Services LLC | 45,005 | $3.21M | 0.16% | −2,844−5.9% | Reduced |
| SWS Partners | 45,688 | $3.21M | 0.97% | −1,480−3.1% | Reduced |
| Joel Isaacson & Co., LLC | 45,477 | $3.19M | 0.14% | +321+0.7% | Added |
| D L Carlson Investment Group Inc | 45,055 | $3.16M | 0.56% | −420−0.9% | Reduced |
| Concurrent Investment Advisors, LLC | 45,046 | $3.16M | 0.09% | +3,643+8.8% | Added |
| Meiji Yasuda Life Insurance Co | 44,969 | $3.16M | 0.06% | −780−1.7% | Reduced |
| Kuhn & Co Investment Counsel | 44,942 | $3.16M | 2.68% | 00.0% | Unchanged |
| HM Payson & Co | 44,705 | $3.14M | 0.05% | +450+1.0% | Added |
| Cidel Asset Management Inc | 44,634 | $3.14M | 0.21% | −5,347−10.7% | Reduced |
| F/M Investments LLC | 44,527 | $3.13M | 0.12% | +7,131+19.1% | Added |
| RNC Capital Management LLC | 44,476 | $3.12M | 0.17% | +25,127+129.9% | Added |
| Angeles Wealth Management, LLC | 44,469 | $3.12M | 0.26% | +29,604+199.2% | Added |
| Cohen Investment Advisors LLC | 44,364 | $3.12M | 1.88% | +916+2.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $3.11M | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 44,289 | $3.11M | 0.22% | −602−1.3% | Reduced |
| Goelzer Investment Management, Inc. | 44,110 | $3.10M | 0.18% | −1,223−2.7% | Reduced |
| Oppenheimer & Co Inc | 44,007 | $3.09M | 0.05% | +5,717+14.9% | Added |
| Franklin Street Advisors Inc | 43,261 | $3.04M | 0.20% | −810−1.8% | Reduced |
| Trust Asset Management LLC | 43,152 | $3.03M | 0.24% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 42,982 | $3.02M | 0.19% | +5,974+16.1% | Added |
| White Pine Capital LLC | 42,888 | $3.01M | 1.01% | −32−0.1% | Reduced |
| NWF Advisory Services Inc. | 42,819 | $3.01M | 0.44% | −2,947−6.4% | Reduced |
| Argyle Capital Management Inc. | 42,796 | $3.01M | 1.18% | +703+1.7% | Added |
| Peoples Bank | 42,789 | $3.01M | 2.08% | −1,120−2.6% | Reduced |
| Naviter Wealth, LLC | 42,506 | $2.99M | 0.36% | +775+1.9% | Added |
| Wynn Capital, LLC | 42,491 | $2.98M | 1.88% | −75−0.2% | Reduced |
| GAMMA Investing LLC | 42,478 | $2.98M | 0.25% | +4,999+13.3% | Added |
| KCM Investment Advisors LLC | 42,460 | $2.98M | 0.10% | +2,464+6.2% | Added |
| Sumitomo Life Insurance Co | 42,419 | $2.98M | 0.06% | −888−2.1% | Reduced |
| Gs Investments, Inc. | 42,400 | $2.98M | 1.35% | 00.0% | Unchanged |
| Smith, Salley & Associates | 42,334 | $2.97M | 0.19% | +512+1.2% | Added |
| Kodai Capital Management LP | 42,257 | $2.97M | 0.12% | +42,257 | New |
| Cullinan Associates Inc | 42,245 | $2.97M | 0.19% | −1,900−4.3% | Reduced |
| LGT Fund Management Co Ltd. | 41,995 | $2.95M | 0.26% | 00.0% | Unchanged |
| Central Trust Co | 41,962 | $2.95M | 0.07% | +1,814+4.5% | Added |
| Madison Asset Management, LLC | 41,587 | $2.92M | 0.03% | −48,141−53.7% | Reduced |
| Madison Investment Advisors, LLC | 41,587 | $2.92M | 0.03% | +41,587 | New |
| Central Pacific Bank - Trust Division | 41,570 | $2.92M | 0.38% | −10,500−20.2% | Reduced |
| HTLF Bank | 41,494 | $2.91M | 0.33% | −2,384−5.4% | Reduced |
| Ballentine Partners, LLC | 41,289 | $2.90M | 0.05% | +1,622+4.1% | Added |
| MUFG Securities EMEA plc | 40,999 | $2.88M | 0.05% | −141,001−77.5% | Reduced |
| Shayne & Co., LLC | 40,977 | $2.88M | 0.75% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 40,735 | $2.86M | 0.12% | +1,754+4.5% | Added |
| Gladstone Institutional Advisory LLC | 40,687 | $2.86M | 0.13% | +6,284+18.3% | Added |
| Capstone Investment Advisors, LLC | 40,666 | $2.86M | 0.03% | +21,276+109.7% | Added |
| Prime Capital Investment Advisors, LLC | 40,547 | $2.85M | 0.04% | −91−0.2% | Reduced |
| Crestwood Advisors Group LLC | 40,277 | $2.83M | 0.05% | +3,260+8.8% | Added |