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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
Great Waters Wealth Management6,925$486K0.06%+8613F-HRTimeline
HHM Wealth Advisors, LLC6,896$484K0.07%-75213F-HRTimeline
MEANS INVESTMENT CO., INC.6,866$482K0.05%+1813F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC6,865$482K0.04%-713F-HRTimeline
Piscataqua Savings Bank6,862$482K0.41%-5313F-HRTimeline
RD Lewis Holdings, Inc.5,968$481K0.53%13F-HRTimeline
Relyea Zuckerberg Hanson LLC6,853$481K0.06%+47813F-HRTimeline
Aull & Monroe Investment Management Corp6,840$480K0.24%-1,42713F-HRTimeline
Larson Financial Group LLC6,808$478K0.02%+67913F-HRTimeline
COWA, LLC6,800$478K0.22%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC6,797$477K0.04%013F-HRTimeline
Sequent Asset Management, LLC6,795$477K0.23%-4213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,770$476K0.05%-59613F-HRTimeline
Atlas Brown,Inc.6,753$474K0.16%+5513F-HRTimeline
Wayfinding Financial, LLC6,754$474K0.25%new13F-HRTimeline
KWB Wealth8,390$474K0.06%+3313F-HRTimeline
Drexel Morgan & Co.6,747$474K0.1%013F-HRTimeline
Bouchey Financial Group, Ltd.6,742$474K0.04%-15913F-HRTimeline
J.Safra Asset Management Corp6,725$474K0.04%+2,72513F-HRTimeline
Pines Wealth Management, LLC6,764$473K0.21%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC6,718$472K0.19%-33813F-HRTimeline
Wealth Management Partners, LLC6,714$472K0.2%-30913F-HRTimeline
Simmons Bankin group Simmons Bank6,701$471K0.03%-10013F-HRTimelineGroup
Belmont Capital, LLC6,690$470K0.08%-10013F-HRTimeline
Diversified Enterprises, LLC6,696$469K0.04%+22213F-HRTimeline
First Fiduciary Investment Counsel, Inc.6,670$469K0.1%+1,39013F-HRTimeline
Virtue Capital Management, LLC6,656$468K0.09%new13F-HRTimeline
Cassaday & Co Wealth Management LLC6,653$467K0.01%+9613F-HRTimeline
Coastline Trust Co6,648$467K0.05%+47613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crown Wealth Group, LLC6,648$467K0.19%+14013F-HRTimeline
Procyon Advisors, LLC6,639$466K0.03%+45413F-HRTimeline
SEVEN MILE ADVISORY6,636$466K0.3%+43013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC6,609$464K0.18%-14913F-HRTimeline
LYNCH & ASSOCIATES/IN6,606$464K0.1%-64713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,588$463K0.02%-6,15613F-HRTimeline
AMERIFLEX GROUP, INC.5,850$461K0.21%13F-HRTimeline
Petros Family Wealth, LLC6,557$461K0.5%13F-HRTimeline
San Luis Wealth Advisors LLC6,529$459K0.09%-2,28913F-HRTimeline
Canopy Partners, LLC6,531$459K0.18%+2413F-HRTimeline
Interchange Capital Partners, LLC6,520$458K0.17%-1,69513F-HRTimeline
Mengis Capital Management, Inc.6,514$458K0.09%+113F-HRTimeline
Ayrshire Capital Management LLC6,500$457K0.22%013F-HRTimeline
PharVision Advisers, LLC6,495$456K0.39%13F-HRTimeline
Michael A. Dubis Financial Planning, LLC6,492$456K0.44%13F-HRTimeline
Westhampton Capital, LLC6,490$456K0.23%-50013F-HRTimeline
Axis Wealth Partners, LLC6,467$454K0.38%13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,467$454K0.48%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,459$454K0.03%-32913F-HRTimeline
Richard W. Paul & Associates, LLC6,440$452K0.16%-29113F-HRTimeline
Bristlecone Advisors, LLC6,429$452K0.04%-8713F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC6,423$451K0.21%-1,04613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,404$450K0.04%+7713F-HR/ATimeline
Callan Capital, LLC6,397$449K0.03%+37313F-HRTimeline
Prosperity Consulting Group, LLC6,372$448K0.03%+1,29013F-HRTimeline
Occidental Asset Management, LLC6,365$447K0.07%+513F-HRTimeline
Allegheny Financial Group6,347$446K0.11%+10313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp6,338$445K0.06%+34213F-HRTimelineGroup
Alpha Advisors, LLC/VA6,332$445K0.46%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.6,306$443K0.19%013F-HRTimeline
Financial Advocates Investment Manageme…6,298$442K0.03%+4613F-HRTimeline
Permanens Capital L.P.6,298$442K0.08%-1,27613F-HRTimeline
Front Row Advisors LLC6,293$442K0.15%013F-HRTimeline
Optas, LLC6,292$442K0.1%+1,18513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…6,284$441K0.07%-71313F-HRTimelineGroup
Advisory Alpha, LLC6,273$441K0.02%+40513F-HRTimeline
Austin Private Wealth, LLC6,272$441K0.04%new13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC6,261$440K0.44%13F-HRTimeline
Family Firm, Inc.6,259$440K0.1%+413F-HRTimeline
Compagnie Lombard Odier SCmA6,250$439K0.01%-4,00013F-HRTimeline
Legacy Bridge, LLC6,229$438K0.23%013F-HRTimeline
OAKWORTH CAPITAL, INC.6,228$437K0.03%013F-HRTimeline
McAdam, LLC6,223$437K0.02%+59613F-HRTimeline
TBH Global Asset Management, LLC6,211$436K0.1%-6613F-HRTimeline
CenterBook Partners LP6,210$436K0.03%-6,82913F-HRTimeline
Key Client Fiduciary Advisors, LLC6,207$436K0.2%-45113F-HRTimeline
Redhawk Wealth Advisors, Inc.6,206$436K0.06%+413F-HRTimeline
Heritage Investment Group, Inc.6,205$436K0.08%013F-HRTimeline
Sand Hill Global Advisors, LLC6,201$436K0.02%-51713F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …6,200$435K0.03%013F-HRTimelineGroup
First Citizens Financial Corp6,198$435K0.24%+2,49813F-HRTimeline
SteelPeak Wealth, LLC6,195$435K0.02%-1,12813F-HRTimeline
Zullo Investment Group, Inc.6,180$434K0.18%+33313F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…6,178$434K0.09%-1,11013F-HRTimeline
Lakeridge Wealth Management LLC6,167$433K0.22%+5213F-HRTimeline
M3 Advisory Group, LLC6,152$432K0.31%-413F-HRTimeline
VSM Wealth Advisory, LLC6,108$429K0.15%13F-HRTimeline
SPC Financial, Inc.6,099$428K0.04%+15413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,094$428K0.03%+113F-HRTimelineGroup
Cable Hill Partners, LLC6,088$428K0.04%+1,79013F-HRTimeline
Well Done, LLC7,564$427K0.08%013F-HRTimeline
LongView Wealth Management6,082$427K0.13%+2213F-HRTimeline
Burton Enright Welch6,058$426K0.09%+6213F-HRTimeline
GF FUND MANAGEMENT CO. LTD.6,055$425K0.01%13F-HRTimeline
Spartan Planning & Wealth Management6,052$425K0.39%13F-HRTimeline
DUNCKER STREETT & CO INC6,049$425K0.08%+72813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC6,045$425K0.32%+213F-HRTimeline
Candriam S.C.A.6,032$424K<0.01%013F-HRTimeline
WFA Asset Management Corp6,032$424K0.23%+5,42413F-HRTimeline
First National Bank of Hutchinson6,029$423K0.26%new13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…6,026$423K0.1%-11613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,025$423K0.16%+513F-HRTimeline
SG Americas Securities, LLC6,014$422K<0.01%-272,33313F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,983$420K0.04%013F-HRTimelineGroup
CVA Family Office, LLC5,969$419K0.07%+82613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,931$417K0.02%+17713F-HRTimeline
17 CAPITAL PARTNERS, LLC5,923$416K0.26%+2,00513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC5,910$415K0.04%-53213F-HRTimeline
Fruth Investment Management5,918$415K0.11%-30013F-HRTimeline
Stiles Financial Services Inc5,904$415K0.15%-12113F-HRTimeline
PIONEER TRUST BANK N A/OR5,900$414K0.1%013F-HRTimeline
AA Financial Advisors, LLC5,895$414K0.11%013F-HRTimeline
SEARLE & CO.5,887$414K0.12%new13F-HRTimeline
Arcataur Capital Management LLC5,854$411K0.14%013F-HRTimeline
Roberts Financial Services LLC5,846$411K0.08%-65813F-HRTimeline
Safeguard Investment Advisory Group, LLC5,839$410K0.11%+13713F-HRTimeline
180 WEALTH ADVISORS, LLC5,836$410K0.06%-17513F-HRTimeline
WMS Partners, LLC5,822$409K0.02%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/5,809$408K0.19%-47713F-HRTimeline
Mezzasalma Advisors, LLC5,807$408K0.13%+1,24513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,797$407K0.18%+1,29413F-HRTimeline
MSH Capital Advisors LLC5,788$407K0.13%-513F-HRTimeline
Cornerstone Wealth Group, LLC5,785$406K0.03%+33413F-HRTimeline
Indiana Trust & Investment Management Co5,780$406K0.14%013F-HRTimeline
Gallagher Capital Advisors, LLC5,754$404K0.29%13F-HRTimeline
Cascade Financial Partners, LLC5,751$404K0.05%+8813F-HRTimeline
Duncan Williams Asset Management, LLC5,714$401K0.16%-26713F-HRTimeline
Mach-1 Financial Group, LLC5,696$400K0.72%-1,05313F-HRTimeline
Ballast, Inc.5,690$400K0.11%-513F-HRTimeline
CoreCap Advisors, LLC5,660$398K0.02%+1,20013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH5,647$397K0.12%013F-HRTimeline
Cooper Financial Group5,615$394K0.05%+1,01713F-HRTimeline
Visionary Wealth Advisors5,593$393K0.02%-16513F-HRTimeline
Bedell Frazier Investment Counselling, …5,564$391K0.1%-5013F-HRTimeline
Hardy Reed LLC5,564$391K0.03%+21513F-HRTimeline
Kesler, Norman & Wride, LLC5,564$391K0.08%-47713F-HRTimeline
GWN SECURITIES INC.5,067$390K0.1%13F-HRTimeline
Hidden Cove Wealth Management, LLC5,554$390K0.32%13F-HRTimeline
Smithfield Trust Co5,554$390K0.02%-30013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,547$390K0.18%+23413F-HRTimeline
Peak Planning Group, LLC5,542$389K0.16%-5,00013F-HRTimeline
PFC CAPITAL GROUP, INC.5,550$389K0.19%+2,00013F-HRTimeline
PURSUE WEALTH PARTNERS LLC5,530$388K0.22%013F-HRTimeline
Aviance Capital Partners, LLC5,516$387K0.05%-5,20013F-HRTimeline
Narwhal Capital Management5,510$387K0.03%013F-HRTimeline
Mayflower Financial Advisors, LLC5,486$385K0.06%+17013F-HRTimeline
Wealth Management Associates, Inc.5,472$384K0.16%+66513F-HRTimeline
Strategic Blueprint, LLC5,466$384K0.02%+61813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,464$384K0.02%-20913F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV5,457$383K0.39%013F-HRTimeline
BIP Wealth, LLC5,450$383K0.03%new13F-HRTimeline
Howard Capital Management Group, LLC5,450$383K0.03%013F-HRTimeline
Zhang Financial LLC5,446$383K0.02%+1,74313F-HRTimeline
Ariadne Wealth Management, LP4,805$382K0.17%013F-HRTimeline
Maridea Wealth Management LLC5,428$381K0.12%13F-HRTimeline
Zions Bancorporation, N.A.5,427$381K0.02%-1,55013F-HRTimeline
Jacobsen Capital Management5,420$381K0.16%+14813F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,418$381K0.02%-83013F-HRTimeline
Ullmann Wealth Partners Group, LLC5,414$380K0.05%-2,00013F-HRTimeline
Arax Advisory Partners5,409$380K0.02%+1,56913F-HRTimeline
Detalus Advisors, LLC5,400$379K0.12%-20013F-HRTimeline
Regent Peak Wealth Advisors LLC5,399$379K0.09%+11113F-HR/ATimeline
Red Door Wealth Management, LLC5,397$379K0.06%-69213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC5,394$379K0.04%+79313F-HRTimeline
Gitterman Wealth Management, LLC5,377$378K0.16%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,365$377K0.05%+8813F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC5,362$377K0.28%-1,06513F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK5,357$376K0.21%013F-HRTimeline
Evernest Financial Advisors, LLC5,341$375K0.1%+1,39713F-HRTimeline
FourThought Financial Partners, LLC5,332$375K0.04%new13F-HRTimeline
Dempze Nancy E5,302$372K0.22%013F-HRTimeline
Constitution Capital LLC5,300$372K0.21%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,260$372K0.01%-2,98013F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC5,284$371K0.08%+10513F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC5,282$371K0.21%013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC5,268$370K0.07%013F-HRTimeline
MMA ASSET MANAGEMENT LLC5,265$370K0.16%+8513F-HRTimeline
Millennium Capital Advisors, LLC5,250$369K0.25%+50013F-HRTimeline
New Republic Capital, LLC5,249$369K0.24%+14913F-HRTimeline
SMITH, MOORE & CO.5,246$368K0.03%-30013F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA5,233$368K0.05%013F-HRTimeline
Register Financial Advisors LLC5,236$368K0.18%-19613F-HRTimeline
Helium Advisors LLC5,230$367K0.29%13F-HRTimeline
MKT Advisors LLC4,749$366K0.16%-19213F-HRTimeline
Pine Valley Investments Ltd Liability Co5,189$364K0.02%+113F-HRTimeline
Northeast Financial Consultants Inc5,186$364K0.02%+80013F-HRTimeline
Three Magnolias Financial Advisors, LLC5,184$364K0.38%13F-HRTimeline
Taika Capital, LP5,180$364K0.28%new13F-HRTimeline
Golden State Wealth Management, LLC5,172$363K0.05%13F-HRTimeline
Bruce G. Allen Investments, LLC5,170$363K0.29%-21913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC5,169$363K0.41%13F-HRTimeline
DORCHESTER WEALTH MANAGEMENT Co5,165$363K0.07%-62513F-HRTimeline
RAELIPSKIE PARTNERSHIP5,165$363K0.18%-13513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,162$363K0.16%13F-HRTimeline
Salomon & Ludwin, LLC5,149$362K0.04%-10713F-HRTimeline
Formidable Asset Management, LLC5,132$360K0.06%-29913F-HRTimeline
Birch Hill Investment Advisors LLC5,132$360K0.02%+5313F-HRTimeline
Ellevest, Inc.5,129$360K0.02%-213F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,123$360K0.07%013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.5,123$360K0.26%13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,117$359K0.09%-5,00013F-HRTimeline