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 |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 40,187 | $2.82M | 0.16% | −188,408−82.4% | Reduced |
| Voya Financial Advisors, Inc. | 40,077 | $2.82M | 0.31% | +2,007+5.3% | Added |
| Capital International Sarl | 40,121 | $2.82M | 0.07% | −1,848−4.4% | Reduced |
| Wolverine Asset Management LLC | 40,065 | $2.81M | 0.05% | −4,034−9.1% | Reduced |
| Quantessence Capital LLC | 39,939 | $2.81M | 1.15% | +39,939 | New |
| Avestar Capital, LLC | 39,854 | $2.80M | 0.25% | +1,803+4.7% | Added |
| National Asset Management, Inc. | 39,768 | $2.79M | 0.09% | −8,233−17.2% | Reduced |
| United Asset Strategies, Inc. | 39,648 | $2.78M | 0.26% | −345−0.9% | Reduced |
| Pallas Capital Advisors LLC | 39,594 | $2.78M | 0.12% | −782−1.9% | Reduced |
| Quadrant Capital Group LLC | 39,467 | $2.77M | 0.19% | +259+0.7% | Added |
| Foster Group, Inc. | 39,422 | $2.77M | 0.11% | −3,740−8.7% | Reduced |
| Capital Investment Counsel, Inc | 39,348 | $2.76M | 0.42% | −8,813−18.3% | Reduced |
| Pring Turner Capital Group Inc | 39,230 | $2.76M | 1.85% | −1,139−2.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 39,074 | $2.74M | 0.68% | −1,756−4.3% | Reduced |
| Cunning Capital Partners, LP | 38,675 | $2.72M | 1.68% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 38,409 | $2.70M | 0.47% | +640+1.7% | Added |
| Twinbeech Capital LP | 38,333 | $2.69M | 0.05% | +38,333 | New |
| SBI Securities Co., Ltd. | 38,199 | $2.68M | 0.08% | +38,199 | New |
| Pictet Bank & Trust Ltd | 38,025 | $2.67M | 2.67% | +1,525+4.2% | Added |
| HF Advisory Group, LLC | 37,946 | $2.67M | 1.23% | −947−2.4% | Reduced |
| Selway Asset Management | 37,800 | $2.66M | 1.04% | +6,400+20.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,739 | $2.65M | 0.40% | −48−0.1% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $2.63M | 0.10% | 00.0% | Unchanged |
| Legato Capital Management LLC | 37,484 | $2.63M | 0.34% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 37,354 | $2.62M | 0.56% | −185−0.5% | Reduced |
| E Fund Management Co., Ltd. | 37,271 | $2.62M | 0.13% | +13,451+56.5% | Added |
| Parallel Advisors, LLC | 37,227 | $2.61M | 0.06% | +4,429+13.5% | Added |
| Centaurus Financial, Inc. | 37,129 | $2.61M | 0.16% | −153−0.4% | Reduced |
| Stableford Capital II LLC | 37,121 | $2.61M | 1.03% | −496−1.3% | Reduced |
| Evercore Wealth Management, LLC | 36,995 | $2.60M | 0.04% | −209−0.6% | Reduced |
| RFG Advisory, LLC | 36,935 | $2.59M | 0.07% | +11,549+45.5% | Added |
| QV Investors Inc. | 36,867 | $2.59M | 0.27% | −720−1.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 36,829 | $2.59M | 0.72% | −1,245−3.3% | Reduced |
| American Money Management, LLC | 36,706 | $2.58M | 0.50% | +2,080+6.0% | Added |
| Wesbanco Bank Inc | 36,226 | $2.54M | 0.09% | −663−1.8% | Reduced |
| Alpha Cubed Investments, LLC | 36,180 | $2.54M | 0.12% | −205−0.6% | Reduced |
| Fidelis Capital Partners, LLC | 32,464 | $2.54M | 0.25% | +7,979+32.6% | Added |
| Ally Financial Inc. | 36,000 | $2.53M | 0.31% | +6,000+20.0% | Added |
| Keystone Wealth Services, LLC | 35,969 | $2.53M | 0.67% | −10.0% | Reduced |
| First Citizens Bank & Trust Co | 35,854 | $2.52M | 0.05% | −2,123−5.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 35,722 | $2.51M | 0.13% | +35,722 | New |
| LGT Group Foundation | 35,658 | $2.50M | 0.04% | −20,153−36.1% | Reduced |
| Koss-Olinger Consulting, LLC | 35,536 | $2.50M | 0.22% | −3,849−9.8% | Reduced |
| Johnson Financial Group, Inc. | 31,665 | $2.50M | 0.12% | −12,015−27.5% | Reduced |
| Tower Bridge Advisors | 35,446 | $2.49M | 0.27% | −1,200−3.3% | Reduced |
| Marotta Asset Management | 35,237 | $2.47M | 0.52% | 00.0% | Unchanged |
| Round Hill Asset Management | 35,192 | $2.47M | 1.74% | −4,600−11.6% | Reduced |
| Miracle Mile Advisors, LLC | 35,166 | $2.47M | 0.05% | +13,981+66.0% | Added |
| Triangle Securities Wealth Management | 35,061 | $2.46M | 0.63% | −630−1.8% | Reduced |
| Iams Wealth Management, LLC | 34,981 | $2.46M | 1.13% | −164−0.5% | Reduced |
| Diversified Trust Co | 34,468 | $2.42M | 0.06% | +10,133+41.6% | Added |
| Lawson Kroeker Investment Management Inc | 34,314 | $2.41M | 0.45% | −25,156−42.3% | Reduced |
| Cigna Investments Inc | 34,284 | $2.41M | 0.42% | −1,778−4.9% | Reduced |
| Jain Global LLC | 34,247 | $2.41M | 0.07% | +34,247 | New |
| Shell Asset Management Co | 34,171 | $2.40M | 0.10% | −1,800−5.0% | Reduced |
| Miller Investment Management, LP | 34,082 | $2.39M | 0.26% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 34,000 | $2.39M | 0.21% | +12,319+56.8% | Added |
| Griffith & Werner, Inc. | 33,847 | $2.38M | 1.57% | +33,847 | New |
| Schnieders Capital Management LLC | 33,629 | $2.36M | 0.47% | −925−2.7% | Reduced |
| ZWJ Investment Counsel Inc | 33,540 | $2.36M | 0.10% | +591+1.8% | Added |
| Neville Rodie & Shaw Inc | 33,423 | $2.35M | 0.17% | +9,819+41.6% | Added |
| Leonteq Securities AG | 33,151 | $2.33M | 0.23% | −2,495−7.0% | Reduced |
| Worth Asset Management, LLC | 33,123 | $2.33M | 1.24% | +33,123 | New |
| YHB Investment Advisors, Inc. | 33,049 | $2.32M | 0.19% | −1,665−4.8% | Reduced |
| Roxbury Financial LLC | 30,469 | $2.32M | 2.24% | +30,469 | New |
| David Loasby | 33,099 | $2.32M | 0.21% | +627+1.9% | Added |
| Golden State Equity Partners | 32,911 | $2.31M | 0.44% | −179−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 32,063 | $2.29M | 0.08% | +309+1.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 32,421 | $2.29M | 0.07% | +10,691+49.2% | Added |
| Bennett Selby Investments LP | 32,576 | $2.29M | 0.91% | +30.0% | Added |
| Massachusetts Wealth Management | 32,477 | $2.28M | 1.41% | +1,225+3.9% | Added |
| Wrapmanager Inc | 32,391 | $2.28M | 0.58% | −1,453−4.3% | Reduced |
| Grimes & Company, Inc. | 32,378 | $2.27M | 0.07% | +700+2.2% | Added |
| Rehmann Capital Advisory Group | 32,321 | $2.27M | 0.14% | +1,495+4.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $2.26M | 0.67% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 32,178 | $2.26M | 1.04% | −216−0.7% | Reduced |
| Ronald Blue Trust, Inc. | 32,163 | $2.26M | 0.03% | −13,935−30.2% | Reduced |
| AF Advisors, Inc. | 32,040 | $2.25M | 0.31% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 31,965 | $2.25M | 0.10% | +5,612+21.3% | Added |
| Auxier Asset Management | 31,942 | $2.24M | 0.35% | −360−1.1% | Reduced |
| Silvant Capital Management LLC | 31,844 | $2.24M | 0.09% | −224−0.7% | Reduced |
| Massmutual Trust Co FSB | 31,804 | $2.23M | 0.06% | +7,216+29.3% | Added |
| Applied Capital LLC | 31,600 | $2.22M | 1.74% | −202−0.6% | Reduced |
| Johnson Investment Counsel Inc | 31,567 | $2.22M | 0.02% | +3,176+11.2% | Added |
| Hussman Strategic Advisors, Inc. | 31,500 | $2.21M | 0.65% | −10,500−25.0% | Reduced |
| Westmount Partners, LLC | 31,352 | $2.20M | 0.67% | −295−0.9% | Reduced |
| Diversify Wealth Management, LLC | 31,350 | $2.19M | 0.17% | +7,945+33.9% | Added |
| Freemont Management S.A. | 31,200 | $2.19M | 1.08% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 30,995 | $2.18M | 0.07% | +12,522+67.8% | Added |
| Atomi Financial Group, Inc. | 30,976 | $2.18M | 0.11% | +5,121+19.8% | Added |
| Easterly Investment Partners LLC | 30,873 | $2.17M | 0.17% | −8,000−20.6% | Reduced |
| Great Lakes Retirement, Inc. | 30,863 | $2.17M | 0.28% | −128−0.4% | Reduced |
| Argus Investors' Counsel, Inc. | 30,830 | $2.17M | 1.45% | −684−2.2% | Reduced |
| Two Sigma Securities, LLC | 30,720 | $2.16M | 0.39% | −95,464−75.7% | Reduced |
| Granite Investment Partners, LLC | 30,587 | $2.15M | 0.09% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 30,427 | $2.14M | 0.21% | −721−2.3% | Reduced |
| Wilkinson Global Asset Management LLC | 30,400 | $2.14M | 0.13% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 30,387 | $2.13M | 0.94% | +31+0.1% | Added |
| Snowden Capital Advisors LLC | 30,380 | $2.13M | 0.07% | −9,757−24.3% | Reduced |
| Avantra Family Wealth, Inc. | 30,357 | $2.13M | 1.99% | +30,357 | New |