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Livermore
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Wells Fargo & Company

WFC
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; 2,882 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.

Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ

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
2,560
+38 vs. Q4 2024
Shares held
2.52B
+19.5M (+0.8%) vs. Q4 2024
Total value
$180.8B
+$5.07B (+2.9%) vs. Q4 2024
New holders
191
982 more added
Sold out
153
1,006 more reduced

42 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 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.

Institutional holdersQ1 2025: 2,560 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,996 institutionsQ3 2023: 1,976 institutionsQ4 2023: 2,154 institutionsQ1 2024: 2,205 institutionsQ2 2024: 2,264 institutionsQ3 2024: 2,248 institutionsQ4 2024: 2,564 institutionsQ1 2025: 2,560 institutionsQ2 2025: 2,634 institutionsQ3 2025: 2,664 institutionsQ4 2025: 2,911 institutionsQ1 2026: 2,828 institutionsQ2 2026: 2,882 institutions
Value heldQ1 2025: $180.8B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,882$193.1B
Q1 20262,828$184.0B
Q4 20252,911$223.9B
Q3 20252,664$200.3B
Q2 20252,634$199.2B
Q1 20252,560$180.8B
Q4 20242,564$177.5B
Q3 20242,248$142.8B
Q2 20242,264$152.8B
Q1 20242,205$154.8B
Q4 20232,154$133.4B
Q3 20231,976$110.1B
Q2 20231,996$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2024.

Institutions holding WFC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Fairway Wealth LLC0$10.00%0New
Westend Capital Management, LLC2$1630.00%00.0%Unchanged
Bullock Wealth Management Group3$2240.00%−31−91.2%Reduced
Sarver Vrooman Wealth Advisors5$3580.00%+5New
Copia Wealth Management6$4310.00%00.0%Unchanged
Bear Mountain Capital, Inc.12$8580.00%+12New
Caitong International Asset Management Co., Ltd16$1.15K0.00%−2,908−99.5%Reduced
HFM Investment Advisors, LLC19$1.36K0.00%+19New
Greenline Partners, LLC22$1.58K0.00%+22New
GoalVest Advisory LLC24$1.72K0.00%+9+60.0%Added
Puff Wealth Management, LLC28$2.02K0.00%+28New
Chesapeake Asset Management LLC30$2.15K0.00%+5+20.0%Added
North Ridge Wealth Advisors, Inc.30$2.15K0.00%00.0%Unchanged
S&T Bank31$2.23K0.00%+31New
Parkworth Wealth Management, Inc.33$2.37K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC36$2.58K0.00%−104−74.3%Reduced
Bare Financial Services, Inc40$2.87K0.00%+40New
Noble Wealth Management PBC42$3.02K0.00%00.0%Unchanged
Columbia Asset Management43$3.09K0.00%00.0%Unchanged
DAGCO, Inc.50$3.59K0.00%+50New
Olistico Wealth, LLC55$3.95K0.00%00.0%Unchanged
Delta Accumulation, LLC73$4.12K0.04%00.0%Unchanged
Marquette Asset Management, LLC58$4.16K0.00%00.0%Unchanged
ZRC Wealth Management, LLC60$4.31K0.00%00.0%Unchanged
PayPay Securities Corp61$4.43K0.25%−26−29.9%Reduced
Ridgewood Investments LLC62$4.45K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC68$4.88K0.00%00.0%Unchanged
TD Capital Management LLC72$5.15K0.00%+1+1.4%Added
Conquis Financial LLC72$5.17K0.01%−224−75.7%Reduced
Center for Financial Planning, Inc.74$5.31K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC77$5.53K0.01%+77New
ORG Wealth Partners, LLC79$5.66K0.00%+79New
Provenance Wealth Advisors, LLC89$6.39K0.00%00.0%Unchanged
Burkett Financial Services, LLC90$6.49K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.95$6.82K0.00%00.0%Unchanged
WestEnd Advisors, LLC97$6.96K0.00%+64+193.9%Added
Tanglewood Legacy Advisors, LLC100$7.18K0.00%−55−35.5%Reduced
Hopwood Financial Services, Inc.100$7.18K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC100$7.18K0.00%+100New
Eukles Asset Management101$7.25K0.00%00.0%Unchanged
Nemes Rush Group LLC104$7.47K0.00%−237−69.5%Reduced
DHJJ Financial Advisors, Ltd.105$7.52K0.00%00.0%Unchanged
Darwin Advisors, LLC107$7.55K0.00%00.0%Unchanged
Granite FO LLC108$7.75K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC111$7.94K0.00%+111New
Eq Wealth Advisors, LLC112$8.04K0.01%+112New
Carolina Wealth Advisors, LLC113$8.11K0.00%00.0%Unchanged
Horizon Financial Services, LLC114$8.18K0.00%+17+17.5%Added
Winnow Wealth LLC115$8.26K0.01%+38+49.4%Added
Insight Financial Services118$8.47K0.01%00.0%Unchanged
TFC Financial Management123$8.83K0.00%+30+32.3%Added
Principia Wealth Advisory, LLC137$9.09K0.01%+53+63.1%Added
Breakwater Investment Management130$9.33K0.00%−158−54.9%Reduced
MPWM Advisory Solutions, LLC133$9.52K0.01%+1+0.8%Added
Broadwater Capital Management LLC133$9.55K0.01%00.0%Unchanged
Aspect Partners, LLC134$9.62K0.01%+64+91.4%Added
Kiker Wealth Management, LLC135$9.72K0.01%+135New
Atlas Capital Advisors LLC136$9.76K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.144$10.3K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC144$10.3K0.00%00.0%Unchanged
Synergy Investment Management, LLC144$10.3K0.00%00.0%Unchanged
Capital A Wealth Management, LLC148$10.6K0.01%+32+27.6%Added
Global Trust Asset Management, LLC149$10.7K0.01%−9,804−98.5%Reduced
SWAN Capital LLC150$10.8K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC150$10.8K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC152$10.9K0.00%00.0%Unchanged
Nordwand Advisors, LLC160$11.5K0.00%00.0%Unchanged
Wolff Wiese Magana LLC160$11.5K0.01%00.0%Unchanged
Pinney & Scofield, Inc.181$13.0K0.01%00.0%Unchanged
Columbia River Financial Group, LLC191$13.0K0.01%+191New
Anfield Capital Management, LLC189$13.6K0.01%00.0%Unchanged
Albion Financial Group191$13.7K0.00%+1+0.5%Added
Global Wealth Strategies & Associates193$13.9K0.00%00.0%Unchanged
Toth Financial Advisory Corp193$13.9K0.00%+165+589.3%Added
Kozak & Associates, Inc.224$14.1K0.00%+1+0.4%Added
MJT & Associates Financial Advisory Group, Inc.199$14.3K0.01%+199New
Investment Counsel Co of Nevada200$14.4K0.03%−200−50.0%Reduced
Princeton Global Asset Management LLC201$14.4K0.00%+1+0.5%Added
Nova Wealth Management, Inc.201$14.4K0.01%+88+77.9%Added
Consultiva Wealth Management, Corp.207$14.9K0.05%00.0%Unchanged
Newbridge Financial Services Group, Inc.225$16.2K0.00%00.0%Unchanged
Dogwood Wealth Management LLC231$16.6K0.01%+231New
Holos Integrated Wealth LLC232$16.7K0.01%00.0%Unchanged
Financial Connections Group, Inc.241$17.0K0.01%00.0%Unchanged
Morse Asset Management, Inc244$17.5K0.00%+124+103.3%Added
Abound Financial, LLC247$17.7K0.01%+247New
Horizon Bancorp Inc255$18.0K0.01%00.0%Unchanged
Coston, McIsaac & Partners261$18.0K0.01%+1+0.4%Added
Copeland Capital Management, LLC258$18.5K0.00%00.0%Unchanged
PrairieView Partners, LLC291$20.0K0.00%+46+18.8%Added
CGC Financial Services, LLC280$20.1K0.01%00.0%Unchanged
Bridge Generations Wealth Management LLC280$20.1K0.01%00.0%Unchanged
WealthTrak Capital Management LLC284$20.4K0.02%+187+192.8%Added
Tidemark, LLC295$21.2K0.01%−28−8.7%Reduced
Westside Investment Management, Inc.300$21.5K0.00%00.0%Unchanged
Berbice Capital Management LLC300$21.5K0.02%00.0%Unchanged
Investment Management Corp302$21.7K0.02%00.0%Unchanged
Retirement Wealth Solutions LLC302$21.7K0.02%00.0%Unchanged
Newton One Investments LLC306$22.0K0.01%+1+0.3%Added
PFS Partners, LLC311$22.3K0.01%00.0%Unchanged