Wells Fargo & Company
WFC.PL- 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; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Wells Fargo & Company as of Mar 31, 2025. 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
- 267
- +12 vs. Q4 2024
- Shares held
- 5.83M
- +3.44M (+143.6%) vs. Q4 2024
- Total value
- $2.90B
- +$112.5M (+4.0%) vs. Q4 2024
- New holders
- 30
- 64 more added
- Sold out
- 18
- 78 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC.PL 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 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 145 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $2.40K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $2.40K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3 | $3.57K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $3.60K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3 | $3.60K | 0.00% | +3 | New |
| Asset Dedication, LLC | 3 | $3.60K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $3.60K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 5 | $6.00K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 5 | $6.00K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $7.21K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $8.35K | 0.00% | +7 | New |
| Activest Wealth Management | 7 | $8.41K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $9.43K | 0.00% | +8 | New |
| Financial Advisory Service, Inc. | 9 | $10.8K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $12.0K | 0.00% | +10 | New |
| Abound Financial, LLC | 10 | $12.0K | 0.01% | +10 | New |
| Cornerstone Planning Group LLC | 10 | $12.2K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12 | $14.4K | 0.00% | −3−20.0% | Reduced |
| Ravenstone Capital Management Inc. | 13 | $15.6K | 0.01% | +13 | New |
| GoalVest Advisory LLC | 15 | $18.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 15 | $18.0K | 0.00% | +2+15.4% | Added |
| Coldstream Capital Management Inc | 15 | $18.0K | 0.00% | +15 | New |
| Capital Investment Advisory Services, LLC | 20 | $24.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $24.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $29.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $30.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 25 | $30.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 25 | $30.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 32 | $38.0K | 0.00% | +32 | New |
| Union Savings Bank | 32 | $38.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 33 | $39.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 37 | $44.4K | 0.00% | +1+2.8% | Added |
| GPS Wealth Strategies Group, LLC | 39 | $47.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 44 | $52.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 45 | $53.6K | 0.01% | +45 | New |
| Principal Securities, Inc. | 45 | $53.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 48 | $57.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 53 | $63.3K | 0.00% | −31−36.9% | Reduced |
| IFP Advisors, Inc | 55 | $66.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $69.6K | 0.00% | −20−25.6% | Reduced |
| Fifth Third Bancorp | 60 | $72.0K | 0.00% | −21−25.9% | Reduced |
| MAI Capital Management | 60 | $72.0K | 0.00% | −1−1.6% | Reduced |
| Park Square Financial Group, LLC | 65 | $78.1K | 0.06% | −2−3.0% | Reduced |
| CWM, LLC | 66 | $79.0K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $79.3K | 0.05% | – | New |
| Private Wealth Asset Management, LLC | 71 | $85.3K | 0.01% | +71 | New |
| IMA Wealth, Inc. | 85 | $102.1K | 0.01% | +85 | New |
| GWM Advisors LLC | 90 | $108.1K | 0.00% | −80−47.1% | Reduced |
| Golden State Wealth Management, LLC | 91 | $109.3K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 100 | $120.1K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 103 | $123.7K | 0.00% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 115 | $136.9K | 0.21% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 140 | $168.1K | 0.10% | +140 | New |
| Brown Brothers Harriman & Co | 150 | $180.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 166 | $199.3K | 0.00% | +16+10.7% | Added |
| Riverview Trust Co | 167 | $200.5K | 0.20% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 167 | $200.5K | 0.11% | +167 | New |
| Bank of Montreal | 172 | $206.8K | 0.00% | +16+10.3% | Added |
| Wolverine Asset Management LLC | 173 | $208.7K | 0.00% | −100−36.6% | Reduced |
| Financial Advocates Investment Management | 177 | $213.0K | 0.01% | +2+1.1% | Added |
| Oppenheimer Asset Management Inc. | 179 | $214.9K | 0.00% | +8+4.7% | Added |
| Ameritas Advisory Services, LLC | 185 | $221.5K | 0.01% | −10−5.1% | Reduced |
| Inkwell Capital LLC | 185 | $222.1K | 0.24% | +185 | New |
| Montecito Bank & Trust | 185 | $222.3K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 186 | $223.3K | 0.00% | +186 | New |
| RSM US Wealth Management LLC | 188 | $225.3K | 0.00% | −72−27.7% | Reduced |
| CNH Partners LLC | 190 | $229.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 192 | $229.4K | 0.00% | +192 | New |
| Strategic Advisors LLC | 197 | $236.1K | 0.05% | +1+0.5% | Added |
| Simplicity Wealth,LLC | 200 | $240.2K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 201 | $241.4K | 0.02% | −208−50.9% | Reduced |
| Belpointe Asset Management LLC | 205 | $246.5K | 0.01% | +205 | New |
| Avantax Advisory Services, Inc. | 206 | $247.4K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 206 | $247.4K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 215 | $257.7K | 0.01% | +4+1.9% | Added |
| Private Trust Co NA | 217 | $260.9K | 0.03% | −65−23.0% | Reduced |
| Sax Wealth Advisors, LLC | 225 | $270.2K | 0.02% | +225 | New |
| First County Bank | 225 | $270.3K | 0.15% | +225 | New |
| Crew Capital Management, Ltd. | 235 | $282.2K | 0.23% | 00.0% | Unchanged |
| SCS Capital Management LLC | 245 | $294.2K | 0.00% | +245 | New |
| The PNC Financial Services Group, Inc. | 246 | $295.4K | 0.00% | +40+19.4% | Added |
| Kovack Advisors, Inc. | 249 | $299.0K | 0.03% | +40+19.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 250 | $300.2K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 250 | $300.2K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $300.2K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 254 | $304.5K | 0.00% | +54+27.0% | Added |
| Independent Advisor Alliance | 265 | $318.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 272 | $324.5K | 0.01% | +217+394.5% | Added |
| PFG Investments, LLC | 275 | $330.2K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 285 | $342.2K | 0.03% | −35−10.9% | Reduced |
| Stratos Wealth Advisors, LLC | 285 | $343.2K | 0.02% | +1+0.4% | Added |
| Newman Dignan & Sheerar, Inc. | 291 | $349.6K | 0.10% | +3+1.0% | Added |
| UBS Asset Management Americas Inc | 300 | $360.2K | 0.00% | −100−25.0% | Reduced |
| Westshore Wealth, LLC | 301 | $361.4K | 0.15% | 00.0% | Unchanged |