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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 2,991 | $3.61M | 0.00% | −354−10.6% | Reduced |
| Envestnet Asset Management Inc | 3,037 | $3.65M | 0.00% | −116−3.7% | Reduced |
| AEGON USA Investment Management, LLC | – | $3.65M | 2.90% | – | – |
| Cambridge Investment Research Advisors, Inc. | 3,222 | $3.87M | 0.01% | +415+14.8% | Added |
| Edgemoor Investment Advisors, Inc. | 3,225 | $3.87M | 0.36% | −138−4.1% | Reduced |
| Goldman Sachs Group Inc | 3,285 | $3.94M | 0.00% | +5+0.2% | Added |
| Laffer Tengler Investments | 3,390 | $4.06M | 0.87% | +10+0.3% | Added |
| Russell Investments Group, Ltd. | 3,389,000 | $4.07M | 0.01% | +3,389,000 | New |
| Ulland Investment Advisors, LLC | 3,400 | $4.08M | 3.41% | −6,587−66.0% | Reduced |
| LM Advisors LLC | 3,467 | $4.16M | 0.75% | +25+0.7% | Added |
| Spectrum Asset Management, Inc. | 3,532 | $4.24M | 7.73% | 00.0% | Unchanged |
| Mariner, LLC | 4,041 | $4.85M | 0.01% | +209+5.5% | Added |
| Hudson Capital Management LLC | 4,679 | $5.62M | 1.71% | +89+1.9% | Added |
| Phraction Management LLC | 4,689 | $5.63M | 1.89% | −8−0.2% | Reduced |
| Norris Perne & French LLP | 4,704 | $5.65M | 0.42% | −72−1.5% | Reduced |
| Amundi | 4,799 | $5.66M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,891 | $5.87M | 0.00% | +42+0.9% | Added |
| Western Asset Management Company, LLC | 4,965 | $5.96M | 12.50% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,135 | $6.17M | 0.01% | +178+3.6% | Added |
| Commonwealth Equity Services, LLC | 5,410 | $6.50M | 0.01% | +27+0.5% | Added |
| Knightsbridge Asset Management, LLC | 5,456 | $6.55M | 1.68% | +306+5.9% | Added |
| Wellington Management Group LLP | 5,860 | $7.02M | 0.00% | −1,152−16.4% | Reduced |
| Penn Mutual Asset Management, LLC | 6,000 | $7.20M | 13.83% | 00.0% | Unchanged |
| Conning Inc. | 6,065 | $7.22M | 0.25% | 00.0% | Unchanged |
| Citigroup Inc | 6,559 | $7.88M | 0.01% | +408+6.6% | Added |
| LPL Financial LLC | 6,760 | $8.12M | 0.00% | −397−5.5% | Reduced |
| JRM Investment Counsel, LLC | 6,824 | $8.19M | 2.79% | −38−0.6% | Reduced |
| Oxbow Advisors, LLC | 7,180 | $8.62M | 0.91% | +320+4.7% | Added |
| UBS Group AG | 7,379 | $8.86M | 0.00% | −48−0.6% | Reduced |
| Stifel Financial Corp | 7,591 | $9.12M | 0.01% | −572−7.0% | Reduced |
| First Manhattan Co | 7,685 | $9.23M | 0.03% | +7,685 | New |
| Rational Advisors LLC | 7,800 | $9.37M | 0.95% | +400+5.4% | Added |
| Lord, Abbett & Co. LLC | – | $9.42M | 0.03% | – | – |
| Crawford Investment Counsel Inc | 7,977 | $9.58M | 0.17% | −67−0.8% | Reduced |
| RB Capital Management, LLC | 8,055 | $9.67M | 2.35% | −39−0.5% | Reduced |
| Raymond James Financial Inc | 8,399 | $10.1M | 0.00% | +69+0.8% | Added |
| Stratos Wealth Partners, LTD. | 8,712 | $10.5M | 0.16% | +22+0.3% | Added |
| Alliancebernstein L.P. | 8,997 | $10.8M | 0.00% | −1,205−11.8% | Reduced |
| Palisade Capital Management LLC | 9,270 | $11.2M | 0.32% | +21+0.2% | Added |
| Kestra Advisory Services, LLC | 9,940 | $11.9M | 0.06% | −1,303−11.6% | Reduced |
| KCM Investment Advisors LLC | 11,649 | $14.0M | 0.50% | +184+1.6% | Added |
| Galvin, Gaustad & Stein, LLC | 12,429 | $14.9M | 1.33% | +108+0.9% | Added |
| New England Asset Management Inc | 13,275 | $15.9M | 2.59% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $18.0M | 0.00% | – | – |
| Cohen & Steers, Inc. | 16,849 | $20.2M | 0.04% | 00.0% | Unchanged |
| Colony Group, LLC | 18,198 | $21.9M | 0.05% | −620−3.3% | Reduced |
| Ssi Investment Management LLC | 18,658 | $22.4M | 1.74% | −1,013−5.1% | Reduced |
| New York State Common Retirement Fund | 19,114 | $23.0M | 0.03% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 20,691 | $24.8M | 0.05% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 21,252 | $25.5M | 4.90% | +400+1.9% | Added |
| Thrivent Financial for Lutherans | – | $31.4M | 0.07% | – | – |
| Mackay Shields LLC | 28,119 | $33.9M | 1.09% | 00.0% | Unchanged |
| Bank of America Corp | 30,949 | $37.2M | 0.00% | +149+0.5% | Added |
| FMR LLC | 44,450 | $53.4M | 0.00% | +26,000+140.9% | Added |
| Morgan Stanley | 44,769 | $53.8M | 0.00% | −189−0.4% | Reduced |
| Nuveen, LLC | 46,537 | $55.9M | 0.02% | +46,537 | New |
| Allianz Asset Management GmbH | 53,940 | $64.8M | 0.10% | 00.0% | Unchanged |
| State Street Corp | 57,814 | $69.2M | 0.00% | −8,000−12.2% | Reduced |
| Manufacturers Life Insurance Company, The | 61,882 | $74.6M | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 63,290 | $76.0M | 0.01% | 00.0% | Unchanged |
| Stonebridge Advisors LLC | 65,132 | $78.2M | 53.58% | +28,635+78.5% | Added |
| Victory Capital Management Inc | 72,087 | $86.6M | 0.09% | +1,533+2.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 81,768 | $98.2M | 0.21% | −3,692−4.3% | Reduced |
| First Trust Advisors LP | 158,755 | $190.6M | 0.17% | 00.0% | Unchanged |
| Advent Capital Management | 179,720 | $215.4M | 4.93% | +5,854+3.4% | Added |
| BlackRock, Inc. | 292,969 | $351.8M | 0.01% | −1,636−0.6% | Reduced |
| Voya Investment Management LLC | 590,098 | $708.6M | 0.79% | −7,500−1.3% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −644−100.0% | Sold out |
| Quest Investment Management LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Michael B. Yongue | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Hills Bank & Trust Co | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Valued Wealth Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Coordinated Financial Services, Inc. | – | – | – | – | Not filed |
| Fernwood Investment Management, LLC | – | – | – | – | Not filed |
| Edge Capital Group, LLC | – | – | – | – | Not filed |