Wells Fargo & Company

WFC.PL

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000072971

SEC filings (opens in a new tab)

No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.

Other share classesWFC WFCNP WFC.PA WFC.PC WFC.PD WFC.PY WFC.PZ

Q1 2025 vs. Q4 2024

How the institutions holding Wells Fargo & Company changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of WFC.PL: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	259	4	267	+12
Shares	2.66M	268.4K	5.83M	+3.44M (+143.6%)
Value	$2.85B	$57.3M	$2.90B	+$112.5M (+4.0%)

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Wells Fargo & Company at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to WFC.PL in Q1 2025
Institution	Shares	Value	% of portfolio
Nuveen, LLC	46,537	$55.9M	0.02%
First Manhattan Co	7,685	$9.23M	0.03%
Russell Investments Group, Ltd.	3,389,000	$4.07M	0.01%
Jane Street Group, LLC	1,486	$1.78M	0.00%
Ritholtz Wealth Management	1,060	$1.27M	0.04%
Coordinated Financial Services, Inc.	642	$770.9K	0.59%
Congress Wealth Management LLC	469	$563.2K	0.01%
Benson Investment Management Company, Inc.	435	$522.3K	0.23%
Dorsey & Whitney Trust CO LLC	319	$383.1K	0.02%
SCS Capital Management LLC	245	$294.2K	0.00%
First County Bank	225	$270.3K	0.15%
Sax Wealth Advisors, LLC	225	$270.2K	0.02%
Belpointe Asset Management LLC	205	$246.5K	0.01%
HSBC Holdings PLC	192	$229.4K	0.00%
Equitable Holdings, Inc.	186	$223.3K	0.00%
Inkwell Capital LLC	185	$222.1K	0.24%
ELCO Management Co., LLC	167	$200.5K	0.11%
Global Trust Asset Management, LLC	140	$168.1K	0.10%
IMA Wealth, Inc.	85	$102.1K	0.01%
Private Wealth Asset Management, LLC	71	$85.3K	0.01%
Virtus ETF Advisers LLC	–	$79.3K	0.05%
Caldwell Trust Co	45	$53.6K	0.01%
NBC Securities, Inc.	32	$38.0K	0.00%
Coldstream Capital Management Inc	15	$18.0K	0.00%
Ravenstone Capital Management Inc.	13	$15.6K	0.01%
Sound Income Strategies, LLC	10	$12.0K	0.00%
Abound Financial, LLC	10	$12.0K	0.01%
Rossby Financial, LCC	8	$9.43K	0.00%
Hughes Financial Services, LLC	7	$8.35K	0.00%
Jackson Hole Capital Partners, LLC	3	$3.60K	0.00%

Sold out (18)

Institutions that held Wells Fargo & Company at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of WFC.PL in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
HRT Financial LP	3,042	$3.63M
Cresset Asset Management, LLC	1,245	$1.49M
First Hawaiian Bank	644	$769.1K
Quest Investment Management LLC	310	$368.2K
Susquehanna International Group, LLP	301	$359.5K
Michael B. Yongue	294	$351.1K
Citadel Advisors LLC	275	$328.4K
Bridgewealth Advisory Group, LLC	185	$225.3K
Cerity Partners LLC	175	$209.0K
Two Sigma Securities, LLC	169	$201.8K
Hills Bank & Trust Co	90	$107.5K
Virtus Investment Advisers, Inc.	66	$78.8K
Lee Danner & Bass Inc	59	$70.5K
BOK Financial Private Wealth, Inc.	50	$59.7K
Synergy Financial Management, LLC	26	$33.3K
Wingate Wealth Advisors, Inc.	25	$29.9K
Fortitude Family Office, LLC	20	$23.9K
Valued Wealth Advisors LLC	6	$7.17K

Not filed for Q1 2025 yet (4)

Institutions that held Wells Fargo & Company at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WFC.PL in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	46,618	$55.7M
Coordinated Financial Services, Inc.	626	$747.8K
Fernwood Investment Management, LLC	469	$560.1K
Edge Capital Group, LLC	220,705	$292.6K