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; 2,883 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 6,718 | $482.3K | 0.24% | −122−1.8% | Reduced |
| Maia Wealth LLC | 7,665 | $483.6K | 0.11% | +481+6.7% | Added |
| Drexel Morgan & Co. | 6,747 | $484.4K | 0.10% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 6,753 | $484.8K | 0.27% | −42−0.6% | Reduced |
| LVW Advisors, LLC | 6,757 | $485.1K | 0.06% | −185−2.7% | Reduced |
| Fortem Financial Group, LLC | 6,759 | $485.2K | 0.19% | +150+2.3% | Added |
| Burton Enright Welch | 6,771 | $486.1K | 0.10% | +713+11.8% | Added |
| LBMC Investment Advisors, LLC | 6,797 | $488.0K | 0.04% | 00.0% | Unchanged |
| Cowa, LLC | 6,800 | $488.2K | 0.21% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,803 | $488.4K | 0.17% | +50+0.7% | Added |
| Schulhoff & Co Inc | 6,804 | $488.5K | 0.22% | −173−2.5% | Reduced |
| TFR Capital, LLC. | 6,809 | $488.8K | 0.20% | +3,767+123.8% | Added |
| Alps Advisors Inc | 6,821 | $489.7K | 0.00% | −5,617−45.2% | Reduced |
| Douglas Lane & Associates, LLC | 6,823 | $489.8K | 0.01% | −3,809−35.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,823 | $489.8K | 0.03% | +184+2.8% | Added |
| Austin Private Wealth, LLC | 6,835 | $490.7K | 0.04% | +563+9.0% | Added |
| Intrust Bank NA | 6,845 | $491.5K | 0.05% | −1,064−13.5% | Reduced |
| Petros Family Wealth, LLC | 6,852 | $491.9K | 0.54% | +295+4.5% | Added |
| Ssi Investment Management LLC | 6,862 | $492.6K | 0.04% | −30.0% | Reduced |
| Piscataqua Savings Bank | 6,866 | $492.9K | 0.44% | +4+0.1% | Added |
| Bridgewater Advisors Inc. | 6,934 | $493.0K | 0.04% | +6,934 | New |
| Means Investment Co., Inc. | 6,884 | $494.2K | 0.05% | +18+0.3% | Added |
| Heartland Bank & Trust Co | 6,884 | $494.2K | 0.25% | −8,818−56.2% | Reduced |
| Bingham Private Wealth, LLC | 6,885 | $494.3K | 0.51% | +418+6.5% | Added |
| HHM Wealth Advisors, LLC | 6,897 | $495.1K | 0.07% | +10.0% | Added |
| 17 Capital Partners, LLC | 6,910 | $496.1K | 0.32% | +987+16.7% | Added |
| Fort Point Capital Partners LLC | 6,959 | $499.6K | 0.06% | −634−8.3% | Reduced |
| Baron Wealth Management LLC | 6,981 | $501.2K | 0.22% | +2,145+44.4% | Added |
| BancorpSouth Bank | 6,983 | $501.3K | 0.04% | −28−0.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,991 | $501.9K | 0.20% | −295−4.0% | Reduced |
| Kearns & Associates LLC | 7,000 | $502.5K | 0.33% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 7,019 | $503.0K | 0.22% | +265+3.9% | Added |
| SNS Financial Group, LLC | 7,009 | $503.2K | 0.05% | +43+0.6% | Added |
| Seven Mile Advisory | 7,019 | $503.9K | 0.34% | +383+5.8% | Added |
| Red Door Wealth Management, LLC | 7,020 | $504.0K | 0.07% | +1,623+30.1% | Added |
| New Hampshire Trust | 7,065 | $507.2K | 0.12% | −40−0.6% | Reduced |
| John W. Brooker & Co., CPAs | 7,075 | $507.9K | 0.21% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 7,076 | $508.0K | 0.10% | −244−3.3% | Reduced |
| Capital Advantage, Inc. | 7,235 | $508.2K | 0.09% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 7,075 | $508.6K | 0.21% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,085 | $508.7K | 0.05% | +67+1.0% | Added |
| CoreCap Advisors, LLC | 7,093 | $509.2K | 0.02% | +1,433+25.3% | Added |
| Relyea Zuckerberg Hanson LLC | 7,098 | $509.6K | 0.07% | +245+3.6% | Added |
| S.A. Mason LLC | 7,103 | $509.9K | 0.27% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7,111 | $510.5K | 0.09% | −53−0.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,132 | $512.0K | 0.01% | +479+7.2% | Added |
| Verum Partners LLC | 7,137 | $512.3K | 0.14% | +18+0.3% | Added |
| Summit Asset Management, LLC | 7,150 | $513.3K | 0.09% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 7,156 | $513.7K | 0.23% | +7,156 | New |
| Well Done, LLC | 7,323 | $514.4K | 0.09% | −241−3.2% | Reduced |
| Sentry Investment Management LLC | 8,321 | $517.0K | 0.35% | +1,898+29.6% | Added |
| Cambridge Advisors Inc. | 7,219 | $518.2K | 0.11% | +67+0.9% | Added |
| Alpha Family Trust | 7,220 | $518.3K | 0.30% | 00.0% | Unchanged |
| Howe & Rusling Inc | 7,233 | $519.3K | 0.04% | −375−4.9% | Reduced |
| Defender Capital, LLC. | 7,250 | $520.7K | 0.21% | +7,250 | New |
| Texas Capital Bancshares Inc | 7,258 | $521.1K | 0.22% | −39−0.5% | Reduced |
| Weaver Consulting Group | 7,267 | $521.7K | 0.16% | +9+0.1% | Added |
| Everpar Advisors LLC | 7,272 | $522.1K | 0.28% | +72+1.0% | Added |
| Coastline Trust Co | 7,274 | $522.2K | 0.06% | +626+9.4% | Added |
| Lakeside Advisors, INC. | 7,275 | $522.3K | 0.35% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 7,291 | $522.8K | 0.06% | +635+9.5% | Added |
| Wealthstream Advisors, Inc. | 7,284 | $522.9K | 0.10% | +105+1.5% | Added |
| Occidental Asset Management, LLC | 7,297 | $523.8K | 0.08% | +932+14.6% | Added |
| Brueske Advisory Services, LLC | 7,298 | $523.9K | 0.50% | +18+0.2% | Added |
| Sherbrooke Park Advisers LLC | 7,319 | $525.4K | 0.24% | +7,319 | New |
| Pacifica Capital Investments, LLC | 7,335 | $527.0K | 0.19% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,437 | $527.5K | 0.10% | +120+1.4% | Added |
| Financial Insights, Inc. | 7,350 | $527.7K | 0.21% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 7,355 | $528.0K | 0.03% | −300−3.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,363 | $528.6K | 0.04% | +115+1.6% | Added |
| Money Concepts Capital Corp | 7,371 | $529.2K | 0.04% | +7,371 | New |
| Advus Financial Partners, LLC | 7,376 | $529.5K | 0.15% | +281+4.0% | Added |
| Sunflower Bank, N.A. | 7,380 | $529.8K | 0.15% | +71+1.0% | Added |
| Oxford Financial Group Ltd | 7,393 | $530.7K | 0.04% | +934+14.5% | Added |
| Patten & Patten Inc | 7,394 | $530.8K | 0.04% | −57−0.8% | Reduced |
| Bridge Creek Capital Management LLC | 7,400 | $531.2K | 0.17% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 7,400 | $531.3K | 0.04% | +62+0.8% | Added |
| Spinnaker Trust | 7,407 | $531.7K | 0.03% | 00.0% | Unchanged |
| Weil Company, Inc. | 7,409 | $531.9K | 0.16% | −400−5.1% | Reduced |
| MCF Advisors LLC | 7,411 | $532.0K | 0.04% | −337−4.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,422 | $532.8K | 0.15% | +279+3.9% | Added |
| OneAscent Wealth Management LLC | 7,423 | $533.0K | 0.23% | −1,200−13.9% | Reduced |
| Atom Investors LP | 7,428 | $533.3K | 0.07% | +7,428 | New |
| Fortitude Family Office, LLC | 7,447 | $534.6K | 0.19% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $535.0K | 0.08% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 7,452 | $535.0K | 0.03% | −149−2.0% | Reduced |
| Bouchey Financial Group Ltd | 7,458 | $535.4K | 0.05% | +716+10.6% | Added |
| Magnus Financial Group LLC | 7,465 | $535.9K | 0.05% | +115+1.6% | Added |
| Cornerstone Advisory, LLC | 7,303 | $536.6K | 0.06% | −265−3.5% | Reduced |
| one8zero8, LLC | 7,485 | $537.3K | 0.13% | 00.0% | Unchanged |
| STAR Financial Bank | 7,486 | $537.4K | 0.39% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 7,512 | $539.3K | 0.20% | −219−2.8% | Reduced |
| Holistic Planning, LLC | 7,513 | $539.3K | 0.18% | +275+3.8% | Added |
| Cornerstone Wealth Group, LLC | 7,521 | $539.9K | 0.04% | +1,736+30.0% | Added |
| Mosaic Financial Group, LLC | 7,530 | $541.0K | 0.44% | +13+0.2% | Added |
| Avidian Wealth Solutions, LLC | 7,547 | $541.8K | 0.02% | −1,216−13.9% | Reduced |
| Grant Private Wealth Management Inc | 7,548 | $541.9K | 0.58% | −400−5.0% | Reduced |
| BigSur Wealth Management LLC | 7,550 | $542.0K | 0.15% | +7,550 | New |
| Prelude Capital Management, LLC | 7,554 | $542.3K | 0.05% | −4,860−39.1% | Reduced |
| DKM Wealth Management, Inc. | 7,592 | $545.1K | 0.53% | +27+0.4% | Added |