Skip to content
Disclosery

WFC WELLS FARGO & CO

Follow

COM (common), issuer CIK 72971

2,520 managers (2,564 13F filers) reported a position in WFC shares at 2024-12-31, 2,526,977,193 shares in all. 274 filers opened a position and 98 filers sold out during the quarter.

Managers
2,520
13F filers
2,564
New
274
Added
829
Reduced
941
Sold out
98
Shares held by filers
2,526,977,193

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WINTRUST INVESTMENTS LLC358$25K0.02%-44913F-HRTimeline
Archer Investment Corp352$24.7K0.01%013F-HRTimeline
Navera Investment Management Ltd.350$24.6K<0.01%013F-HRTimeline
Nemes Rush Group LLC341$24K<0.01%+23713F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd340$23.9K<0.01%13F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.303$23.9K0.02%new13F-HRTimeline
Red Tortoise LLC336$23.6K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC330$23.2K0.01%-14613F-HRTimeline
Medallion Wealth Advisors, LLC319$22.7K0.01%13F-HRTimeline
Tidemark, LLC323$22.7K0.01%+8113F-HRTimeline
Main Street Group, LTD320$22.5K0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC312$21.9K0.01%new13F-HRTimeline
PFS Partners, LLC311$21.8K0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC308$21.6K0.01%+22913F-HRTimeline
Newton One Investments LLC305$21.4K0.01%new13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV302$21.2K0.02%13F-HRTimeline
Retirement Wealth Solutions LLC302$21.1K0.02%13F-HRTimeline
Westside Investment Management, Inc.300$21.1K<0.01%013F-HRTimeline
Berbice Capital Management LLC300$21.1K0.02%13F-HRTimeline
CONQUIS FINANCIAL LLC296$20.8K0.02%13F-HRTimeline
Breakwater Investment Management288$20.2K0.01%013F-HR/ATimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC280$19.7K0.01%13F-HRTimeline
CGC Financial Services, LLC280$19.7K0.01%013F-HRTimeline
Copeland Capital Management, LLC258$18.1K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners260$18K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/255$18K0.01%013F-HRTimeline
Stephens Consulting, LLC256$18K<0.01%-9913F-HRTimeline
PrairieView Partners, LLC245$17K<0.01%-99413F-HRTimeline
Holos Integrated Wealth LLC232$16.3K0.01%13F-HRTimeline
Financial Connections Group, Inc.241$16K0.01%013F-HRTimeline
Kozak & Associates, Inc.223$15.9K<0.01%+213F-HRTimeline
Kiely Wealth Advisory Group, Inc.200$15.8K0.01%013F-HRTimeline
NFSG Corp225$15.8K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.207$14.5K0.07%new13F-HRTimeline
Princeton Global Asset Management LLC200$14K<0.01%+113F-HRTimeline
Global Wealth Strategies & Associates193$13.6K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT190$13.3K<0.01%+12313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…189$13.3K<0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.181$12.7K0.01%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP175$12.3K<0.01%-7513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.173$12K<0.01%-1113F-HRTimeline
Castleview Partners, LLC168$11.8K0.01%new13F-HR/ATimeline
Legacy Investment Solutions, LLC140$11.3K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…140$11.3K0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC160$11.2K0.01%-6013F-HRTimeline
Nordwand Advisors, LLC160$11.2K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC155$10.9K<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.153$10.7K0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC152$10.7K<0.01%013F-HRTimeline
SWAN Capital LLC150$10.5K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…150$10.5K<0.01%013F-HRTimeline
FLP Wealth Management, LLC145$10.2K0.03%13F-HRTimeline
Riggs Asset Managment Co. Inc.144$10.1K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…144$10.1K<0.01%-1613F-HRTimeline
Synergy Investment Management, LLC144$10.1K<0.01%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.136$9.55K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC133$9.34K0.01%013F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC132$9.32K0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV142$9K<0.01%013F-HRTimeline
Morse Asset Management, Inc120$8.4K<0.01%-8,49413F-HRTimeline
IFS Advisors, LLC118$8.29K0.01%013F-HRTimeline
Capital A Wealth Management, LLC116$8.15K0.01%13F-HRTimeline
Carolina Wealth Advisors, LLC113$7.94K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.113$7.94K0.01%13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC132$7.84K<0.01%013F-HRTimeline
Friedenthal Financial108$7.59K<0.01%new13F-HRTimeline
Granite FO LLC108$7.59K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC107$7.55K<0.01%-113F-HR/ATimeline
DHJJ Financial Advisors, Ltd.105$7.34K<0.01%+113F-HRTimeline
Eukles Asset Management101$7.09K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.100$7.02K0.01%13F-HRTimeline
Wingate Wealth Advisors, Inc.99$6.95K0.01%13F-HRTimeline
WealthTrak Capital Management LLC97$6.81K0.01%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC97$6.81K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.95$6.67K<0.01%+4513F-HRTimeline
TFC Financial Management, Inc.93$6.53K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC90$6.32K<0.01%+113F-HRTimeline
Provenance Wealth Advisors, LLC89$6.25K<0.01%013F-HRTimeline
PayPay Securities Corp87$6.11K0.27%-1313F-HRTimeline
Principia Wealth Advisory, LLC84$5.9K0.01%13F-HRTimeline
MOTCO82$5.76K<0.01%-1,00013F-HRTimeline
Mattson Financial Services, LLC100$5.65K<0.01%-31913F-HRTimeline
WINNACLE WEALTH LLC77$5.41K0.01%13F-HRTimeline
Center for Financial Planning, Inc.74$5.2K<0.01%013F-HRTimeline
TD Capital Management LLC71$5.01K<0.01%new13F-HRTimeline
Aspect Partners, LLC70$4.92K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC68$4.78K<0.01%013F-HRTimeline
West Oak Capital, LLC6,700$4.71K0.17%-6,92513F-HR/ATimeline
Ridgewood Investments LLC62$4.36K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC60$4.21K<0.01%013F-HRTimeline
Delta Accumulation, LLC73$4.12K0.03%013F-HRTimeline
Marquette Asset Management, LLC58$4.07K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC50$4K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC55$3.86K<0.01%new13F-HRTimeline
Olistico Wealth, LLC55$3.86K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA51$3.58K<0.01%new13F-HRTimeline
Parallax Volatility Advisers, L.P.46$3.23K<0.01%new13F-HRTimeline
Columbia Asset Management43$3.02K<0.01%new13F-HRTimeline
Noble Wealth Management PBC42$2.95K<0.01%13F-HRTimeline
Bullock Wealth Management Group34$2.4K<0.01%+3113F-HRTimeline
WestEnd Advisors, LLC33$2.32K<0.01%+713F-HRTimeline
Parkworth Wealth Management, Inc.33$2.32K<0.01%13F-HRTimeline
North Ridge Wealth Advisors, Inc.30$2.11K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP28$1.97K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC25$1.76K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.24$1.7K0.16%-24,38113F-HRTimeline
Human Investing LLC21$1.48K<0.01%new13F-HRTimeline
Activest Wealth Management20$1.41K<0.01%-1,18013F-HRTimeline
Mainstream Capital Management LLC17$1.19K<0.01%new13F-HRTimeline
GoalVest Advisory LLC15$1.05K<0.01%013F-HRTimeline
Copia Wealth Management6$421<0.01%13F-HRTimeline
RE Dickinson Investment Advisors, LLC523$3670.02%+313F-HR/ATimeline
Sugar Maple Asset Management, LLC5$351<0.01%new13F-HRTimeline
One River Asset Management, LLC3$212<0.01%-3,73313F-HRTimeline
Westend Capital Management, LLC2$159<0.01%013F-HRTimeline
Deane Retirement Strategies, Inc.2$140<0.01%013F-HRTimeline
Global Frontier Investments LLC0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC13,537$951M-55113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
Members Trust Co12,433$873M+113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.