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Disclosery

WFC WELLS FARGO & CO

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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
Fiduciary Alliance LLC21,667$1.52M0.15%new13F-HRTimeline
SeaCrest Wealth Management, LLC21,621$1.52M0.16%+3,30513F-HRTimeline
Welch Group, LLC21,545$1.52M0.07%+18513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21,572$1.52M0.09%+85513F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC21,517$1.51M0.3%new13F-HRTimeline
Ceeto Capital Group, LLC21,503$1.51M0.56%013F-HRTimeline
LJI Wealth Management, LLC21,303$1.5M0.29%-1,18413F-HRTimeline
MARTIN & CO INC /TN/21,199$1.49M0.37%-1,04113F-HRTimeline
Graves Light Lenhart Wealth, Inc.21,072$1.48M0.18%-3713F-HRTimeline
Citadel Investment Advisory, Inc.21,041$1.48M0.77%-5013F-HRTimeline
Carlson Capital, L.P.21,000$1.48M0.87%new13F-HRTimeline
LOUISBOURG INVESTMENTS INC.29,244$1.47M0.39%013F-HRTimeline
JT Stratford LLC20,982$1.47M0.24%+1,14213F-HRTimeline
PCJ Investment Counsel Ltd.20,850$1.46M0.49%new13F-HRTimeline
RIA Advisory Group LLC20,849$1.46M0.5%-41113F-HRTimeline
Aster Capital Management (DIFC) Ltd20,787$1.46M0.56%-50,55813F-HRTimeline
Unique Wealth Strategies, LLC20,784$1.46M0.64%-1,55913F-HRTimeline
Main Street Research LLC20,775$1.46M0.09%+6213F-HRTimeline
MATHER GROUP, LLC.20,744$1.46M0.02%+61013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION20,740$1.46M0.14%-11913F-HRTimeline
WASHINGTON TRUST Co20,722$1.46M0.05%-2,02813F-HRTimeline
Modera Wealth Management, LLC20,562$1.44M0.02%+2,54813F-HRTimeline
Frank, Rimerman Advisors LLC20,532$1.44M0.1%+44913F-HRTimeline
Sabal Trust CO20,528$1.44M0.08%+9,61613F-HRTimeline
Sendero Wealth Management, LLC20,517$1.44M0.21%-1,16813F-HRTimeline
CX Institutional20,433$1.44M0.06%+1,22213F-HRTimeline
Cetera Trust Company, N.A20,426$1.43M0.93%-22213F-HRTimeline
Ransom Advisory, Ltd20,386$1.43M0.66%-1,75013F-HRTimeline
Penobscot Investment Management Company…20,361$1.43M0.13%013F-HRTimeline
TRUE Private Wealth Advisors20,297$1.43M0.17%-1,95113F-HRTimeline
LS Investment Advisors, LLC20,213$1.42M0.21%013F-HRTimeline
Valtinson Bruner Financial Planning LLC20,147$1.42M0.49%+1,60813F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.20,095$1.41M0.64%-32513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC20,082$1.41M0.3%+74713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC20,039$1.41M0.04%13F-HRTimeline
Harbor Advisors LLC20,000$1.4M0.22%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC24,716$1.4M0.11%013F-HRTimelineGroup
SAGE RHINO CAPITAL LLC19,869$1.4M0.3%-36913F-HRTimeline
COURIER CAPITAL LLC19,840$1.39M0.1%-54913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV19,832$1.39M0.21%+4,68013F-HRTimeline
Lindbrook Capital, LLC19,813$1.39M0.13%-1,20613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC19,750$1.39M0.03%-1,68913F-HRTimelineGroup
Guerra Advisors Inc19,639$1.38M0.76%13F-HRTimeline
Aaron Wealth Advisors LLC19,628$1.38M0.16%+1,86213F-HRTimeline
1834 INVESTMENT ADVISORS CO19,592$1.38M0.17%-2,31813F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…19,521$1.37M0.67%-9313F-HRTimeline
First Bank & Trust19,509$1.37M0.26%-16613F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC19,423$1.36M1.14%-25313F-HRTimeline
Fulton Bank, N.A.19,413$1.36M0.05%-2,93613F-HRTimeline
EXCALIBUR MANAGEMENT CORP19,406$1.36M0.54%-37213F-HRTimeline
M.E. ALLISON & CO., INC.19,384$1.36M1.5%13F-HRTimeline
Simplicity Wealth,LLC19,377$1.36M0.28%-20,87013F-HRTimeline
Kerrisdale Advisers, LLC19,346$1.36M0.46%-8,35013F-HRTimeline
American State Bank (Iowa)19,332$1.36M0.82%+4513F-HRTimeline
RWA WEALTH PARTNERS, LLC19,291$1.35M0.02%+1,42713F-HRTimeline
Chicago Capital, LLC19,247$1.35M0.04%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.19,164$1.35M0.54%-1,53913F-HRTimeline
First National Trust Co19,100$1.34M0.05%-14313F-HRTimeline
Clarius Group, LLC19,070$1.34M0.09%-14713F-HRTimeline
SYON CAPITAL LLC19,053$1.34M0.12%+24613F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …19,001$1.33M0.06%+18,93413F-HRTimelineGroup
BLB&B Advisors, LLC18,966$1.33M0.07%-1,20713F-HRTimeline
Gladius Capital Management LP18,929$1.33M0.76%+2,03413F-HRTimeline
LexAurum Advisors, LLC18,888$1.33M0.26%+45013F-HRTimeline
Murphy Pohlad Asset Management LLC18,733$1.32M0.57%-1,00013F-HRTimeline
Bridgewealth Advisory Group, LLC16,545$1.3M0.37%+8,72913F-HRTimeline
Everhart Financial Group, Inc.18,564$1.3M0.27%+1,89713F-HRTimeline
Sentry LLC18,522$1.3M0.25%-10813F-HRTimeline
FINANCIAL COUNSELORS INC18,519$1.3M0.02%-49113F-HRTimeline
Keystone Financial Services18,518$1.3M0.5%-80813F-HRTimeline
Annandale Capital, LLC18,515$1.3M0.26%+713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,414$1.29M0.1%-32,84013F-HRTimeline
Retireful, LLC18,376$1.29M0.73%new13F-HRTimeline
Washington Trust Bank18,359$1.29M0.12%+2,62213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sage Mountain Advisors LLC18,351$1.29M0.09%+2,18313F-HRTimeline
Retirement Planning Co of New England, …18,290$1.28M0.62%-39013F-HRTimeline
Prudent Man Advisors, LLC18,256$1.28M0.47%-2,28013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,227$1.28M0.03%-4,97813F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.18,220$1.28M0.14%+35513F-HRTimeline
Graypoint LLC18,198$1.28M0.08%+1,86013F-HRTimeline
Aerodigm Wealth, LLC18,162$1.28M0.76%-18813F-HRTimeline
Net Worth Advisory Group18,162$1.28M0.39%+2,84613F-HRTimeline
PFG Investments, LLC18,026$1.27M0.08%+47413F-HRTimeline
Barbara Oil Co.18,000$1.26M0.52%013F-HRTimeline
Caldwell Trust Co17,918$1.26M0.13%-10513F-HRTimeline
Sompo Asset Management Co., Ltd.17,910$1.26M0.21%-1,75013F-HRTimeline
Pure Financial Advisors, LLC17,890$1.26M0.03%+25513F-HRTimeline
Obermeyer Wealth Partners17,874$1.26M0.07%+4,10413F-HRTimeline
William B. Walkup & Associates, Inc.17,837$1.25M0.79%-10613F-HRTimeline
Mesirow Financial Investment Management…17,731$1.25M0.02%-16,73313F-HRTimeline
First City Capital Management, Inc.17,715$1.24M0.66%+1,13113F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC17,698$1.24M0.09%-43413F-HRTimeline
Wharton Business Group, LLC17,700$1.24M0.06%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,676$1.24M0.02%+1,72613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC17,599$1.24M0.03%-30413F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC17,598$1.24M0.07%+413F-HRTimeline
Polianta Ltd17,600$1.24M0.59%-2,20013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC17,577$1.23M0.05%-68513F-HRTimeline
BBR PARTNERS, LLC17,568$1.23M0.09%+16313F-HRTimeline
DMC Group, LLC17,550$1.23M1%-1,82313F-HRTimeline
Jacobi Capital Management LLC17,549$1.23M0.09%-17713F-HRTimeline
Accredited Investors Inc.17,458$1.23M0.07%-4,48413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC17,415$1.22M0.05%+6213F-HRTimeline
Edgestream Partners, L.P.17,354$1.22M0.05%new13F-HRTimeline
Dakota Wealth Management17,338$1.22M0.03%-2,13613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,290$1.21M0.08%-1,08613F-HRTimelineGroup
Florida Trust Wealth Management Co17,211$1.21M0.04%+2,88113F-HRTimeline
West Branch Capital LLC17,187$1.21M0.39%+5,97913F-HRTimeline
Breakwater Capital Group17,187$1.21M0.24%-21713F-HRTimeline
Generali Investments, Management Co LLC17,156$1.21M0.31%13F-HRTimeline
Gibbs Wealth Management17,148$1.2M0.33%-40713F-HRTimeline
GARRISON POINT ADVISORS, LLC17,026$1.2M0.57%013F-HRTimeline
Diligent Investors, LLC16,986$1.19M0.27%-1,08613F-HRTimeline
Boltwood Capital Management16,975$1.19M0.36%+17513F-HRTimeline
Vivid Wealth Management, LLC16,912$1.19M0.6%+32513F-HRTimeline
Castle Rock Wealth Management, LLC14,833$1.19M0.28%-5,79313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd16,868$1.18M0.02%+11,63913F-HRTimelineGroup
Severin Investments, LLC16,857$1.18M1.18%13F-HRTimeline
Sawyer & Company, Inc16,856$1.18M0.44%-1,58413F-HRTimeline
China Universal Asset Management Co., L…16,852$1.18M0.11%+4,32413F-HRTimeline
Mount Lucas Management LP16,825$1.18M0.41%-95713F-HRTimeline
CWC Advisors, LLC.16,796$1.18M1.18%+36513F-HRTimeline
Knuff & Co LLC16,692$1.17M0.36%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.16,648$1.17M0.16%-1,62513F-HRTimeline
LMCG INVESTMENTS, LLC16,594$1.17M0.07%-2713F-HRTimeline
Palisade Asset Management, LLC16,589$1.17M0.12%+27613F-HRTimeline
Providence Wealth Advisors, LLC16,070$1.16M0.88%+11613F-HRTimeline
Csenge Advisory Group16,532$1.16M0.06%-3,10113F-HRTimeline
Lipe & Dalton16,468$1.16M0.61%013F-HRTimeline
Douglass Winthrop Advisors, LLC16,392$1.15M0.02%013F-HRTimeline
First Dallas Securities Inc.16,375$1.15M0.47%+8,82513F-HRTimeline
Busey Bank16,348$1.15M0.04%-1,69713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding16,297$1.14M+800Timeline
Raleigh Capital Management Inc.16,269$1.14M0.44%+5,73413F-HRTimeline
IHT Wealth Management, LLC16,255$1.14M0.04%-6,22813F-HRTimeline
XML Financial, LLC16,230$1.14M0.1%-2,44413F-HRTimeline
Brucke Financial, Inc.14,429$1.14M0.98%13F-HRTimeline
Legacy Financial Advisors, Inc.16,100$1.13M0.19%+3,39813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…14,574$1.13M0.06%+3,17413F-HRTimeline
Lingohr Asset Management GmbH16,081$1.13M2.34%new13F-HRTimeline
Cypress Wealth Services, LLC16,004$1.12M0.23%+18913F-HRTimeline
Hexagon Capital Partners LLC15,997$1.12M0.2%-1,51513F-HRTimeline
Lafayette Investments, Inc.15,995$1.12M0.24%013F-HRTimeline
Cornerstone Wealth Management, LLC15,987$1.12M0.08%+25513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,925$1.12M0.03%-75213F-HRTimelineGroup
Continuum Advisory, LLC15,919$1.12M0.14%+39213F-HRTimeline
Intrinsic Value Partners, LLC15,860$1.11M1.12%-25013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC15,828$1.11M0.24%+8313F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC15,806$1.11M0.87%-20113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV15,801$1.11M0.33%+34913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.15,777$1.11M0.63%-1,89313F-HRTimeline
Capital Markets Trading UK LLP15,741$1.11M0.66%-23,88213F-HRTimeline
Vest Financial, LLC15,709$1.1M0.02%+91613F-HRTimeline
Heartland Bank & Trust Co15,702$1.1M0.6%-50513F-HRTimeline
Principle Wealth Partners LLC15,680$1.1M0.08%013F-HRTimeline
Lantz Financial LLC15,545$1.09M0.29%-18713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …15,529$1.09M0.02%+3,11113F-HRTimelineGroup
Boit C F David15,519$1.09M0.44%013F-HRTimeline
EASTERN BANK15,420$1.08M0.02%+1,43113F-HRTimeline
Marcum Wealth, LLC15,397$1.08M0.09%-1,01313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,397$1.08M0.11%-13,28513F-HRTimeline
JARISLOWSKY, FRASER Ltd15,390$1.08M0.01%-1,65913F-HRTimeline
SITTNER & NELSON, LLC15,388$1.08M0.47%-39913F-HRTimeline
Quilter Plcin group Quilter Plc15,323$1.08M0.02%-1,89013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC15,252$1.07M0.04%-1,38613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
StoneX Group Inc.in group StoneX Group Inc.15,226$1.07M0.06%-1,47813F-HR/ATimelineGroup
Nebula Research & Development LLC15,209$1.07M0.13%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.15,183$1.07M0.05%+3,90513F-HRTimeline
Thomasville National Bank15,131$1.06M0.08%-84213F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC15,117$1.06M0.51%+113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC15,109$1.06M0.19%+43313F-HRTimelineGroup
Kathmere Capital Management, LLC15,069$1.06M0.1%+4,80213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,061$1.06M0.16%+54713F-HRTimeline
Capital Investment Advisory Services, L…15,050$1.06M0.1%-1,79213F-HRTimeline
WP Advisors, LLC15,040$1.06M0.35%+7913F-HRTimeline
Pacific Center for Financial Services15,015$1.05M0.27%-3913F-HRTimeline
Financial Engines Advisors L.L.C.15,013$1.05M<0.01%+4,81113F-HRTimeline
Jupiter Wealth Management LLC15,000$1.05M0.53%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC14,993$1.05M0.57%-5013F-HRTimeline
Plancorp, LLC14,889$1.05M0.04%+1,26413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.14,866$1.04M0.16%-28813F-HR/ATimeline
Bradyco, Inc.5,692$1.04M0.64%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC14,846$1.04M0.22%+43113F-HRTimeline
MTM Investment Management, LLC14,771$1.04M0.4%+513F-HRTimeline
Heritage Trust Co14,756$1.04M0.12%13F-HRTimeline
North Star Investment Management Corp.14,750$1.04M0.07%-10013F-HRTimeline
GAM Holding AGin group GAM Holding AG14,725$1.03M0.08%new13F-HRTimelineGroup
CAAS CAPITAL MANAGEMENT LP14,619$1.03M0.85%new13F-HRTimeline
Knollwood Investment Advisory, LLC14,587$1.02M0.11%013F-HRTimeline
Bison Wealth, LLC14,578$1.02M0.23%-24,50613F-HRTimeline
Impact Partnership Wealth, LLC14,538$1.02M0.21%-2,88613F-HRTimeline
Colonial River Investments, LLC14,537$1.02M0.49%+73013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC14,515$1.02M0.02%+7,04913F-HRTimelineGroup
SageView Advisory Group, LLC14,444$1.01M0.04%+3,62613F-HRTimeline
Cascade Investment Advisors, Inc.14,420$1.01M0.65%-68013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,358$1.01M0.13%-1,82413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding14,340$1.01M+756Timeline
FUKOKU MUTUAL LIFE INSURANCE Co14,299$1M0.07%+70913F-HRTimeline
Vertex Planning Partners, LLC14,289$1M0.22%+59613F-HRTimeline
Claro Advisors Inc.14,271$1M0.14%-1,83813F-HRTimeline