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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 7,598 | $545.5K | 0.03% | +99+1.3% | Added |
| SummitTX Capital, L.P. | 7,628 | $547.6K | 0.02% | +7,628 | New |
| Wood Tarver Financial Group, LLC | 7,633 | $548.0K | 0.18% | +306+4.2% | Added |
| Permanens Capital L.P. | 7,644 | $548.8K | 0.10% | +1,346+21.4% | Added |
| Worth Asset Management, LLC | 7,649 | $549.1K | 0.30% | −25,474−76.9% | Reduced |
| Evoke Wealth, LLC | 7,652 | $549.3K | 0.01% | +121+1.6% | Added |
| Doliver Advisors, LP | 7,675 | $551.0K | 0.15% | −150−1.9% | Reduced |
| TCTC Holdings, LLC | 7,676 | $551.1K | 0.02% | +151+2.0% | Added |
| Cape Investment Advisory, Inc. | 7,686 | $551.8K | 0.22% | +78+1.0% | Added |
| Sky Investment Group LLC | 7,700 | $552.8K | 0.10% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 7,732 | $555.1K | 0.15% | 00.0% | Unchanged |
| Callan Capital, LLC | 7,761 | $557.2K | 0.04% | +1,364+21.3% | Added |
| Quarry LP | 7,782 | $558.7K | 0.14% | +6,248+407.3% | Added |
| Van Cleef Asset Management,Inc | 7,816 | $561.1K | 0.06% | −3,499−30.9% | Reduced |
| Institute for Wealth Management, LLC. | 7,849 | $563.5K | 0.07% | +4+0.1% | Added |
| Atala Financial Inc | 7,853 | $563.8K | 0.42% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 7,861 | $564.3K | 0.12% | +3,515+80.9% | Added |
| Cooper Financial Group | 7,897 | $566.9K | 0.07% | +2,282+40.6% | Added |
| Safeguard Investment Advisory Group, LLC | 7,904 | $567.5K | 0.15% | +2,065+35.4% | Added |
| Intelligence Driven Advisers, LLC | 7,944 | $570.3K | 0.11% | −341−4.1% | Reduced |
| Nilsine Partners, LLC | 7,961 | $571.5K | 0.06% | +553+7.5% | Added |
| Icon Wealth Advisors, LLC | 7,978 | $572.8K | 0.05% | +350+4.6% | Added |
| Advisory Alpha, LLC | 7,986 | $573.3K | 0.02% | +1,713+27.3% | Added |
| Sebold Capital Management, Inc. | 7,999 | $574.2K | 0.38% | −635−7.4% | Reduced |
| Fiducient Advisors LLC | 8,000 | $574.3K | 0.07% | +8,000 | New |
| Ironwood Investment Counsel, LLC | 8,011 | $575.1K | 0.10% | −281−3.4% | Reduced |
| Integrity Financial Corp | 8,026 | $576.2K | 0.33% | −3,725−31.7% | Reduced |
| Old West Investment Management, LLC | 8,037 | $577.0K | 0.21% | +8,037 | New |
| PFG Advisors | 8,046 | $577.6K | 0.03% | +302+3.9% | Added |
| Interchange Capital Partners, LLC | 8,052 | $578.0K | 0.16% | +1,532+23.5% | Added |
| Auxano Advisors, LLC | 8,067 | $579.1K | 0.15% | +117+1.5% | Added |
| Blue Rock Wealth Management LLC | 8,078 | $579.9K | 0.49% | +2,894+55.8% | Added |
| Vermillion Wealth Management, Inc. | 8,080 | $580.0K | 0.17% | +33+0.4% | Added |
| Avion Wealth | 8,288 | $582.0K | 0.15% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 8,115 | $582.6K | 0.36% | −942−10.4% | Reduced |
| Canandaigua National Bank & Trust Co | 8,123 | $583.1K | 0.06% | −206−2.5% | Reduced |
| Sippican Capital Advisors | 8,143 | $584.6K | 0.44% | −150−1.8% | Reduced |
| Circle Wealth Management, LLC | 8,161 | $585.8K | 0.01% | −688−7.8% | Reduced |
| Cutler Investment Counsel LLC | 8,169 | $586.5K | 0.07% | +33+0.4% | Added |
| Baldwin Brothers Inc | 8,178 | $587.1K | 0.04% | +41+0.5% | Added |
| Kestra Investment Management, LLC | 8,180 | $587.2K | 0.02% | −93−1.1% | Reduced |
| RKL Wealth Management LLC | 8,185 | $587.6K | 0.06% | +5,113+166.4% | Added |
| Wealth Architects, LLC | 8,186 | $587.7K | 0.06% | +59+0.7% | Added |
| Waddell & Associates, LLC | 8,192 | $588.1K | 0.07% | +1,039+14.5% | Added |
| Zions Bancorporation, National Association | 8,200 | $588.7K | 0.04% | +8,200 | New |
| Tributary Capital Management, LLC | 8,220 | $590.1K | 0.05% | −2,130−20.6% | Reduced |
| Field & Main Bank | 8,325 | $597.6K | 0.21% | +75+0.9% | Added |
| KG&L Capital Management,LLC | 10,227 | $601.6K | 0.19% | +183+1.8% | Added |
| Monetary Management Group Inc | 8,395 | $602.7K | 0.16% | 00.0% | Unchanged |
| Humankind Investments LLC | 8,397 | $602.8K | 0.16% | −370−4.2% | Reduced |
| Sivia Capital Partners, LLC | 8,401 | $603.1K | 0.28% | +475+6.0% | Added |
| Valmark Advisers, Inc. | 8,405 | $603.4K | 0.01% | +105+1.3% | Added |
| Northeast Investment Management | 8,418 | $604.3K | 0.03% | −20.0% | Reduced |
| Eagle Global Advisors LLC | 8,418 | $604.3K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 8,424 | $604.8K | 0.03% | +1,036+14.0% | Added |
| Howard Bailey Securities, LLC | 8,433 | $605.4K | 0.20% | −1,021−10.8% | Reduced |
| Allen Capital Group, LLC | 8,434 | $605.5K | 0.07% | +378+4.7% | Added |
| McAdam, LLC | 8,467 | $607.8K | 0.04% | +2,244+36.1% | Added |
| First National Bank | 8,470 | $608.1K | 0.39% | +450+5.6% | Added |
| Diversified Enterprises, LLC | 8,507 | $609.6K | 0.05% | +1,811+27.0% | Added |
| Signature Estate & Investment Advisors LLC | 8,493 | $609.7K | 0.02% | −199−2.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 8,518 | $611.5K | 0.15% | −4,077−32.4% | Reduced |
| BlueStem Wealth Partners, LLC | 8,523 | $611.9K | 0.08% | +50+0.6% | Added |
| Itau Unibanco Holding S.A. | 8,581 | $616.0K | 0.02% | +8,581 | New |
| SilverOak Wealth Management LLC | 8,613 | $618.3K | 0.13% | 00.0% | Unchanged |
| Tradewinds, LLC. | 8,656 | $621.4K | 0.18% | +86+1.0% | Added |
| Evermay Wealth Management LLC | 8,665 | $622.1K | 0.08% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 8,829 | $624.0K | 0.48% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 8,719 | $626.0K | 0.17% | −2,700−23.6% | Reduced |
| Altfest L J & Co Inc | 8,735 | $627.1K | 0.08% | +10+0.1% | Added |
| Advisors Management Group Inc | 8,753 | $628.0K | 0.14% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 8,770 | $629.6K | 0.10% | −227−2.5% | Reduced |
| Hudock, Inc. | 8,772 | $629.8K | 0.11% | +10.0% | Added |
| Fortress Private Ledger, LLC | 8,782 | $630.5K | 0.35% | +586+7.1% | Added |
| Monticello Wealth Management, LLC | 8,782 | $630.5K | 0.05% | 00.0% | Unchanged |
| Transce3nd, LLC | 8,802 | $630.8K | 0.28% | −72−0.8% | Reduced |
| Marietta Investment Partners LLC | 8,800 | $631.8K | 0.15% | 00.0% | Unchanged |
| Nwam LLC | 8,806 | $632.2K | 0.05% | +142+1.6% | Added |
| Tower Trust & Investment Co | 8,908 | $632.6K | 0.51% | +8,908 | New |
| Kerrisdale Advisers, LLC | 8,851 | $635.4K | 0.27% | −10,495−54.2% | Reduced |
| Cim Investment Mangement Inc | 8,851 | $635.4K | 0.15% | −6−0.1% | Reduced |
| Financial Advisory Service, Inc. | 8,873 | $637.0K | 0.05% | +24+0.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $637.1K | 0.23% | −78−0.9% | Reduced |
| Spectrum Wealth Counsel, LLC | 8,885 | $637.9K | 0.08% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 8,906 | $639.4K | 0.52% | −1,134−11.3% | Reduced |
| Triumph Capital Management | 8,912 | $639.8K | 0.21% | +210+2.4% | Added |
| Encompass More Asset Management | 8,924 | $640.7K | 0.19% | −388−4.2% | Reduced |
| Basepoint Wealth LLC | 8,961 | $643.3K | 0.50% | −439−4.7% | Reduced |
| Alliance Wealth Advisors, LLC | 8,969 | $643.9K | 0.17% | −2,003−18.3% | Reduced |
| Deseret Mutual Benefit Administrators | 9,021 | $647.6K | 0.32% | −961−9.6% | Reduced |
| CFO4Life Group, LLC | 9,022 | $647.7K | 0.11% | −152−1.7% | Reduced |
| Summa Corp. | 9,024 | $647.8K | 0.37% | +324+3.7% | Added |
| Cahill Financial Advisors Inc | 9,038 | $648.8K | 0.09% | +315+3.6% | Added |
| Tudor Financial Inc. | 9,044 | $649.3K | 0.39% | +30.0% | Added |
| Westover Capital Advisors, LLC | 9,047 | $649.5K | 0.14% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 9,048 | $649.6K | 0.10% | −4,489−33.2% | Reduced |
| Stratos Wealth Advisors, LLC | 9,055 | $650.1K | 0.04% | +1,822+25.2% | Added |
| Northstar Financial Companies, Inc. | 9,078 | $651.7K | 0.71% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 9,104 | $653.6K | 0.34% | +2,456+36.9% | Added |
| Larson Financial Group LLC | 9,122 | $654.8K | 0.03% | +2,314+34.0% | Added |