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 |
|---|---|---|---|---|---|
| SEI Investments Co | 1,226 | $1.47M | 0.00% | +22+1.8% | Added |
| Barclays PLC | 1,204 | $1.45M | 0.00% | +696+137.0% | Added |
| Bowie Capital Management, LLC | 1,200 | $1.44M | 0.07% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,169 | $1.40M | 0.74% | 00.0% | Unchanged |
| Marathon Capital Management | 1,142 | $1.37M | 0.37% | −15−1.3% | Reduced |
| Apollon Financial, LLC | 1,101 | $1.32M | 0.31% | −6−0.5% | Reduced |
| Graypoint LLC | 1,074 | $1.29M | 0.08% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,060 | $1.27M | 0.04% | +1,060 | New |
| Schroder Investment Management Group | 1,039 | $1.25M | 0.00% | −125−10.7% | Reduced |
| Schnieders Capital Management LLC | 1,033 | $1.24M | 0.27% | −325−23.9% | Reduced |
| D.A. Davidson & Co. | 1,009 | $1.21M | 0.01% | +8+0.8% | Added |
| Ameriprise Financial Inc | 998 | $1.21M | 0.00% | +66+7.1% | Added |
| LexAurum Advisors, LLC | 970 | $1.16M | 0.22% | +48+5.2% | Added |
| HighTower Advisors, LLC | 959 | $1.15M | 0.00% | +244+34.1% | Added |
| Chilton Investment Co LLC | 959 | $1.15M | 0.03% | −185−16.2% | Reduced |
| Sanctuary Advisors, LLC | 932 | $1.12M | 0.01% | −226−19.5% | Reduced |
| StoneX Group Inc. | 916 | $1.10M | 0.06% | −94−9.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 887 | $1.07M | 0.26% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 886 | $1.06M | 0.20% | −44−4.7% | Reduced |
| First Foundation Advisors | 860 | $1.03M | 0.04% | −11−1.3% | Reduced |
| Central Pacific Bank - Trust Division | 843 | $1.01M | 0.14% | −54−6.0% | Reduced |
| US Bancorp | 810 | $972.6K | 0.00% | −47−5.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 784 | $941.4K | 0.88% | +10+1.3% | Added |
| Chicago Partners Investment Group LLC | 802 | $941.3K | 0.03% | −11−1.4% | Reduced |
| Sequoia Financial Advisors, LLC | 754 | $905.4K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 741 | $889.8K | 0.85% | −3−0.4% | Reduced |
| NewEdge Wealth, LLC | 683 | $820.1K | 0.01% | +10+1.5% | Added |
| Van Hulzen Asset Management, LLC | 681 | $817.3K | 0.07% | −39−5.4% | Reduced |
| BOS Asset Management, LLC | 658 | $790.1K | 0.27% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 650 | $780.5K | 0.00% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 645 | $774.5K | 0.28% | −15−2.3% | Reduced |
| Chilton Capital Management LLC | 642 | $770.9K | 0.03% | −5−0.8% | Reduced |
| Coordinated Financial Services, Inc. | 642 | $770.9K | 0.59% | +642 | New |
| Searle & Co. | 637 | $764.9K | 0.22% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 635 | $762.5K | 0.51% | 00.0% | Unchanged |
| Bowman & Co S.C. | 605 | $727.1K | 0.36% | +5+0.8% | Added |
| International Assets Investment Management, LLC | 598 | $718.1K | 0.06% | +46+8.3% | Added |
| Scotia Capital Inc. | 589 | $707.3K | 0.00% | −245−29.4% | Reduced |
| Ieq Capital, LLC | 577 | $692.9K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 557 | $667.8K | 0.01% | +1+0.2% | Added |
| Wedbush Securities Inc | 546 | $656.0K | 0.02% | −1−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 544 | $653.2K | 0.02% | +4+0.7% | Added |
| Marcum Wealth, LLC | 526 | $631.6K | 0.05% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 511 | $613.5K | 0.24% | +8+1.6% | Added |
| Pathway Financial Advisers, LLC | 506 | $607.6K | 0.21% | −2−0.4% | Reduced |
| Wambolt & Associates, LLC | 480 | $572.8K | 0.19% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 476 | $572.0K | 0.02% | −27−5.4% | Reduced |
| Congress Wealth Management LLC | 469 | $563.2K | 0.01% | +469 | New |
| Bearing Point Capital, LLC | 465 | $558.4K | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 454 | $545.3K | 0.00% | −6−1.3% | Reduced |
| Marathon Trading Investment Management LLC | 444 | $533.2K | 0.28% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 439 | $527.2K | 0.06% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 435 | $522.3K | 0.23% | +435 | New |
| Resources Investment Advisors, LLC. | 432 | $518.7K | 0.01% | +8+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 428 | $513.7K | 0.00% | −7−1.6% | Reduced |
| F/M Investments LLC | 425 | $508.8K | 0.02% | −14−3.2% | Reduced |
| Valeo Financial Advisors, LLC | 81,721 | $501.7K | 0.01% | −214−0.3% | Reduced |
| Comerica Bank | 409 | $491.1K | 0.00% | +45+12.4% | Added |
| Black Swift Group, LLC | 370 | $444.3K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 366 | $432.7K | 0.00% | −10−2.7% | Reduced |
| Blair William & Co | 342 | $410.7K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 319 | $383.1K | 0.02% | +319 | New |
| Creative Planning | 318 | $381.9K | 0.00% | −91−22.2% | Reduced |
| Brown Advisory Inc | 314 | $377.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 314 | $377.0K | 0.01% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 303 | $363.8K | 0.18% | 00.0% | Unchanged |
| Captrust Financial Advisors | 302 | $362.6K | 0.00% | +40+15.3% | Added |
| Westshore Wealth, LLC | 301 | $361.4K | 0.15% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 300 | $360.2K | 0.00% | −100−25.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 291 | $349.6K | 0.10% | +3+1.0% | Added |
| Stratos Wealth Advisors, LLC | 285 | $343.2K | 0.02% | +1+0.4% | Added |
| Smith, Moore & Co. | 285 | $342.2K | 0.03% | −35−10.9% | Reduced |
| PFG Investments, LLC | 275 | $330.2K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 272 | $324.5K | 0.01% | +217+394.5% | Added |
| Independent Advisor Alliance | 265 | $318.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 254 | $304.5K | 0.00% | +54+27.0% | 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 |
| Kovack Advisors, Inc. | 249 | $299.0K | 0.03% | +40+19.1% | Added |
| The PNC Financial Services Group, Inc. | 246 | $295.4K | 0.00% | +40+19.4% | Added |
| SCS Capital Management LLC | 245 | $294.2K | 0.00% | +245 | New |
| Crew Capital Management, Ltd. | 235 | $282.2K | 0.23% | 00.0% | Unchanged |
| First County Bank | 225 | $270.3K | 0.15% | +225 | New |
| Sax Wealth Advisors, LLC | 225 | $270.2K | 0.02% | +225 | New |
| Private Trust Co NA | 217 | $260.9K | 0.03% | −65−23.0% | Reduced |
| IFG Advisory, LLC | 215 | $257.7K | 0.01% | +4+1.9% | Added |
| Avantax Advisory Services, Inc. | 206 | $247.4K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 206 | $247.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 205 | $246.5K | 0.01% | +205 | New |
| AlphaCore Capital LLC | 201 | $241.4K | 0.02% | −208−50.9% | Reduced |
| Simplicity Wealth,LLC | 200 | $240.2K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 197 | $236.1K | 0.05% | +1+0.5% | Added |
| HSBC Holdings PLC | 192 | $229.4K | 0.00% | +192 | New |
| CNH Partners LLC | 190 | $229.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 188 | $225.3K | 0.00% | −72−27.7% | Reduced |
| Equitable Holdings, Inc. | 186 | $223.3K | 0.00% | +186 | New |
| Montecito Bank & Trust | 185 | $222.3K | 0.04% | 00.0% | Unchanged |
| Inkwell Capital LLC | 185 | $222.1K | 0.24% | +185 | New |
| Ameritas Advisory Services, LLC | 185 | $221.5K | 0.01% | −10−5.1% | Reduced |