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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 302 | $362.6K | 0.00% | +40+15.3% | Added |
| Aull & Monroe Investment Management Corp | 303 | $363.8K | 0.18% | 00.0% | Unchanged |
| Whittier Trust Co | 314 | $377.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 314 | $377.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 318 | $381.9K | 0.00% | −91−22.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 319 | $383.1K | 0.02% | +319 | New |
| Blair William & Co | 342 | $410.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 366 | $432.7K | 0.00% | −10−2.7% | Reduced |
| Black Swift Group, LLC | 370 | $444.3K | 0.10% | 00.0% | Unchanged |
| Comerica Bank | 409 | $491.1K | 0.00% | +45+12.4% | Added |
| Valeo Financial Advisors, LLC | 81,721 | $501.7K | 0.01% | −214−0.3% | Reduced |
| F/M Investments LLC | 425 | $508.8K | 0.02% | −14−3.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 428 | $513.7K | 0.00% | −7−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 432 | $518.7K | 0.01% | +8+1.9% | Added |
| Benson Investment Management Company, Inc. | 435 | $522.3K | 0.23% | +435 | New |
| Pekin Hardy Strauss, Inc. | 439 | $527.2K | 0.06% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $533.2K | 0.28% | 00.0% | Unchanged |
| Cetera Investment Advisers | 454 | $545.3K | 0.00% | −6−1.3% | Reduced |
| Bearing Point Capital, LLC | 465 | $558.4K | 0.12% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 469 | $563.2K | 0.01% | +469 | New |
| Ingalls & Snyder LLC | 476 | $572.0K | 0.02% | −27−5.4% | Reduced |
| Wambolt & Associates, LLC | 480 | $572.8K | 0.19% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 506 | $607.6K | 0.21% | −2−0.4% | Reduced |
| Independent Wealth Network Inc. | 511 | $613.5K | 0.24% | +8+1.6% | Added |
| Marcum Wealth, LLC | 526 | $631.6K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 544 | $653.2K | 0.02% | +4+0.7% | Added |
| Wedbush Securities Inc | 546 | $656.0K | 0.02% | −1−0.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 557 | $667.8K | 0.01% | +1+0.2% | Added |
| Ieq Capital, LLC | 577 | $692.9K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 589 | $707.3K | 0.00% | −245−29.4% | Reduced |
| International Assets Investment Management, LLC | 598 | $718.1K | 0.06% | +46+8.3% | Added |
| Bowman & Co S.C. | 605 | $727.1K | 0.36% | +5+0.8% | Added |
| Islay Capital Management, LLC | 635 | $762.5K | 0.51% | 00.0% | Unchanged |
| Searle & Co. | 637 | $764.9K | 0.22% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 642 | $770.9K | 0.59% | +642 | New |
| Chilton Capital Management LLC | 642 | $770.9K | 0.03% | −5−0.8% | Reduced |
| Pennsylvania Capital Management Inc | 645 | $774.5K | 0.28% | −15−2.3% | Reduced |
| Aristotle Capital Management, LLC | 650 | $780.5K | 0.00% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 658 | $790.1K | 0.27% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 681 | $817.3K | 0.07% | −39−5.4% | Reduced |
| NewEdge Wealth, LLC | 683 | $820.1K | 0.01% | +10+1.5% | Added |
| Seelaus Asset Management LLC | 741 | $889.8K | 0.85% | −3−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 754 | $905.4K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 802 | $941.3K | 0.03% | −11−1.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 784 | $941.4K | 0.88% | +10+1.3% | Added |
| US Bancorp | 810 | $972.6K | 0.00% | −47−5.5% | Reduced |
| Central Pacific Bank - Trust Division | 843 | $1.01M | 0.14% | −54−6.0% | Reduced |
| First Foundation Advisors | 860 | $1.03M | 0.04% | −11−1.3% | Reduced |
| Founders Capital Management, LLC | 886 | $1.06M | 0.20% | −44−4.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 887 | $1.07M | 0.26% | 00.0% | Unchanged |
| StoneX Group Inc. | 916 | $1.10M | 0.06% | −94−9.3% | Reduced |
| Sanctuary Advisors, LLC | 932 | $1.12M | 0.01% | −226−19.5% | Reduced |
| Chilton Investment Co LLC | 959 | $1.15M | 0.03% | −185−16.2% | Reduced |
| HighTower Advisors, LLC | 959 | $1.15M | 0.00% | +244+34.1% | Added |
| LexAurum Advisors, LLC | 970 | $1.16M | 0.22% | +48+5.2% | Added |
| Ameriprise Financial Inc | 998 | $1.21M | 0.00% | +66+7.1% | Added |
| D.A. Davidson & Co. | 1,009 | $1.21M | 0.01% | +8+0.8% | Added |
| Schnieders Capital Management LLC | 1,033 | $1.24M | 0.27% | −325−23.9% | Reduced |
| Schroder Investment Management Group | 1,039 | $1.25M | 0.00% | −125−10.7% | Reduced |
| Ritholtz Wealth Management | 1,060 | $1.27M | 0.04% | +1,060 | New |
| Graypoint LLC | 1,074 | $1.29M | 0.08% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,101 | $1.32M | 0.31% | −6−0.5% | Reduced |
| Marathon Capital Management | 1,142 | $1.37M | 0.37% | −15−1.3% | Reduced |
| Cove Private Wealth, LLC | 1,169 | $1.40M | 0.74% | 00.0% | Unchanged |
| Bowie Capital Management, LLC | 1,200 | $1.44M | 0.07% | 00.0% | Unchanged |
| Barclays PLC | 1,204 | $1.45M | 0.00% | +696+137.0% | Added |
| SEI Investments Co | 1,226 | $1.47M | 0.00% | +22+1.8% | Added |
| Advisor Group Holdings, Inc. | 1,277 | $1.53M | 0.00% | +221+20.9% | Added |
| Wittenberg Investment Management, Inc. | 1,294 | $1.55M | 0.70% | −109−7.8% | Reduced |
| Paradigm Capital Management, LLC | 1,309 | $1.57M | 1.61% | +71+5.7% | Added |
| Vestmark Advisory Solutions, Inc. | 1,334 | $1.60M | 0.04% | +686+105.9% | Added |
| National Bank of Canada | 1,375 | $1.64M | 0.00% | +5+0.4% | Added |
| Magnus Financial Group LLC | 1,409 | $1.69M | 0.16% | +28+2.0% | Added |
| Truist Financial Corp | 1,433 | $1.72M | 0.00% | −57−3.8% | Reduced |
| Jane Street Group, LLC | 1,486 | $1.78M | 0.00% | +1,486 | New |
| JT Stratford LLC | 1,510 | $1.81M | 0.32% | +403+36.4% | Added |
| Bryn Mawr Trust Co | 1,537 | $1.85M | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,558 | $1.87M | 0.00% | 00.0% | Unchanged |
| Everett Harris & Co | 1,566 | $1.88M | 0.02% | +74+5.0% | Added |
| McHugh Group, LLC | 1,654 | $1.99M | 1.50% | −10−0.6% | Reduced |
| CSM Advisors, LLC | 1,750 | $2.10M | 0.11% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,940 | $2.25M | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,894 | $2.27M | 0.11% | −50−2.6% | Reduced |
| RMB Capital Management, LLC | 1,966 | $2.36M | 0.06% | +38+2.0% | Added |
| Summitry LLC | 2,048 | $2.46M | 0.12% | −8−0.4% | Reduced |
| Neuberger Berman Group LLC | 2,092 | $2.51M | 0.00% | −46−2.2% | Reduced |
| Calamos Advisors LLC | 2,158 | $2.59M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,217 | $2.66M | 0.00% | +829+59.7% | Added |
| Jefferies Financial Group Inc. | 2,252 | $2.70M | 0.05% | −2,828−55.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,265 | $2.72M | 0.01% | −1,226−35.1% | Reduced |
| Bessemer Group Inc | 2,271 | $2.73M | 0.00% | −1,516−40.0% | Reduced |
| CI Private Wealth, LLC | 2,287 | $2.75M | 0.00% | −1,491−39.5% | Reduced |
| Agf Management Ltd | 2,300 | $2.76M | 0.01% | 00.0% | Unchanged |
| Camden Asset Management L P | 2,314 | $2.78M | 0.07% | −2,500−51.9% | Reduced |
| Icon Advisers Inc | 2,344 | $2.81M | 0.66% | −845−26.5% | Reduced |
| Seven Springs Wealth Group, LLC | 2,445 | $2.94M | 1.05% | −211−7.9% | Reduced |
| Janney Montgomery Scott LLC | 2,479 | $2.98M | 0.01% | −218−8.1% | Reduced |
| Keystone Financial Group | 2,627 | $3.12M | 0.32% | −501−16.0% | Reduced |
| Whalerock Point Partners, LLC | 2,760 | $3.31M | 0.79% | +85+3.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,989 | $3.59M | 0.21% | −63−2.1% | Reduced |