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
- 2,559
- +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
- 981 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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 9,184 | $659.3K | 0.02% | −23−0.2% | Reduced |
| Versant Capital Management, Inc | 9,189 | $659.7K | 0.11% | +4,200+84.2% | Added |
| Transamerica Financial Advisors, Inc. | 9,205 | $661.0K | 0.07% | −38−0.4% | Reduced |
| Onefund, LLC | 9,237 | $663.1K | 0.68% | +25+0.3% | Added |
| Steel Peak Wealth Management LLC | 9,265 | $665.1K | 0.03% | +3,070+49.6% | Added |
| Bedel Financial Consulting, Inc. | 9,065 | $666.1K | 0.10% | +168+1.9% | Added |
| Opinicus Capital, Inc. | 9,287 | $666.7K | 0.59% | +9,287 | New |
| Old North State Trust, LLC | 9,491 | $667.0K | 0.42% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 9,293 | $667.2K | 0.13% | −57−0.6% | Reduced |
| Manchester Capital Management LLC | 9,349 | $671.2K | 0.08% | +396+4.4% | Added |
| GWN Securities Inc. | 8,918 | $671.5K | 0.04% | +3,851+76.0% | Added |
| Jain Global LLC | 9,376 | $673.1K | 0.01% | −24,871−72.6% | Reduced |
| Valley National Advisers Inc | 9,422 | $675.0K | 0.12% | +260+2.8% | Added |
| West Bancorporation Inc | 9,450 | $678.4K | 0.46% | 00.0% | Unchanged |
| Sather Financial Group Inc | 9,451 | $678.5K | 0.04% | −14,532−60.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 9,490 | $681.3K | 0.17% | −390−3.9% | Reduced |
| Athena Investment Management | 9,492 | $681.4K | 0.41% | −199−2.1% | Reduced |
| Resonant Capital Advisors, LLC | 9,524 | $683.7K | 0.05% | −20−0.2% | Reduced |
| Creekside Partners | 9,537 | $684.7K | 0.36% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 9,585 | $688.1K | 0.03% | +81+0.9% | Added |
| Prentice Wealth Management LLC | 9,587 | $688.3K | 0.20% | +161+1.7% | Added |
| Smith Thornton Advisors LLC | 9,591 | $688.5K | 0.43% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,595 | $688.8K | 0.14% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 9,619 | $690.5K | 0.12% | −145−1.5% | Reduced |
| Van Strum & Towne Inc. | 9,639 | $692.0K | 0.23% | 00.0% | Unchanged |
| First PREMIER Bank | 9,639 | $692.0K | 0.18% | +100+1.0% | Added |
| Sandy Spring Bank | 9,655 | $693.2K | 0.03% | +121+1.3% | Added |
| Woodmont Investment Counsel LLC | 9,664 | $693.8K | 0.05% | −30−0.3% | Reduced |
| Radnor Capital Management, LLC | 9,701 | $696.0K | 0.12% | 00.0% | Unchanged |
| G&S Capital LLC | 9,703 | $696.6K | 0.30% | −587−5.7% | Reduced |
| Quadcap Wealth Management, LLC | 9,810 | $704.2K | 0.10% | +306+3.2% | Added |
| Integrated Investment Consultants, LLC | 9,820 | $705.0K | 0.14% | −15,766−61.6% | Reduced |
| Bremer Bank National Association | 9,830 | $705.7K | 0.13% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 9,832 | $705.8K | 0.05% | +3,460+54.3% | Added |
| Rockland Trust Co | 9,850 | $707.1K | 0.04% | 00.0% | Unchanged |
| Davis R M Inc | 9,852 | $707.3K | 0.01% | −32−0.3% | Reduced |
| KPP Advisory Services LLC | 9,866 | $708.3K | 0.13% | +9,866 | New |
| Iron Horse Wealth Management, LLC | 9,869 | $708.5K | 0.23% | +52+0.5% | Added |
| Core Alternative Capital | 9,871 | $708.7K | 0.17% | +68+0.7% | Added |
| Beaton Management Co. Inc. | 9,900 | $711.0K | 0.37% | 00.0% | Unchanged |
| Platform Technology Partners | 9,904 | $711.0K | 0.21% | +18+0.2% | Added |
| Shufro Rose & Co LLC | 9,906 | $711.2K | 0.06% | +9,906 | New |
| Monarch Capital Management Inc | 9,944 | $713.9K | 0.20% | +389+4.1% | Added |
| Monument Capital Management | 9,962 | $715.2K | 0.22% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 9,968 | $715.6K | 0.08% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 9,700 | $716.3K | 0.09% | +9,700 | New |
| Parkside Investments, LLC | 10,000 | $717.9K | 0.11% | −2,000−16.7% | Reduced |
| KDT Advisors, LLC | 10,000 | $717.9K | 1.06% | +10,000 | New |
| All Terrain Financial Advisors, LLC | 10,003 | $718.1K | 0.28% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 10,025 | $719.7K | 0.08% | +657+7.0% | Added |
| Jacobs & Co | 10,042 | $720.0K | 0.08% | 00.0% | Unchanged |
| Gladius Capital Management LP | 10,037 | $720.6K | 0.71% | −8,892−47.0% | Reduced |
| Carrera Capital Advisors | 10,111 | $725.9K | 0.16% | +751+8.0% | Added |
| Perennial Advisors, LLC | 10,115 | $726.2K | 0.14% | −147−1.4% | Reduced |
| Proficio Capital Partners LLC | 10,120 | $726.5K | 0.06% | +265+2.7% | Added |
| Osborne Partners Capital Management, LLC | 10,161 | $729.5K | 0.04% | −240−2.3% | Reduced |
| Aspen Investment Management Inc | 10,163 | $730.0K | 0.34% | +687+7.2% | Added |
| Koshinski Asset Management, Inc. | 10,185 | $731.2K | 0.06% | +875+9.4% | Added |
| Stephenson National Bank & Trust | 10,248 | $735.7K | 0.26% | 00.0% | Unchanged |
| Webster Bank, N. A. | 10,319 | $740.8K | 0.08% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 10,328 | $741.5K | 0.09% | −7−0.1% | Reduced |
| Montecito Bank & Trust | 10,330 | $741.6K | 0.13% | −40−0.4% | Reduced |
| West Family Investments, Inc. | 10,331 | $741.7K | 0.28% | −180−1.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,385 | $745.5K | 0.48% | +10,385 | New |
| E&G Advisors, LP | 10,413 | $747.5K | 0.21% | +2,893+38.5% | Added |
| Avantax Planning Partners, Inc. | 10,450 | $750.2K | 0.03% | −1,315−11.2% | Reduced |
| Agf Management Ltd | 10,452 | $750.3K | 0.00% | +32+0.3% | Added |
| Morningstar Investment Management LLC | 10,463 | $751.0K | 0.06% | −2,021−16.2% | Reduced |
| North Forty Two & Co. | 10,480 | $752.4K | 0.83% | −200−1.9% | Reduced |
| Sepio Capital, LP | 10,486 | $752.8K | 0.06% | −807−7.1% | Reduced |
| Boit C F David | 10,519 | $755.2K | 0.38% | −5,000−32.2% | Reduced |
| Atlas Wealth LLC | 10,523 | $755.4K | 0.29% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 10,533 | $756.2K | 0.14% | +3,080+41.3% | Added |
| Mechanics Bank Trust Department | 10,553 | $757.6K | 0.10% | −200−1.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 10,575 | $759.1K | 0.15% | −576−5.2% | Reduced |
| New England Research & Management, Inc. | 10,610 | $762.0K | 0.39% | +1,005+10.5% | Added |
| JFS Wealth Advisors, LLC | 10,616 | $762.1K | 0.05% | −454−4.1% | Reduced |
| LMG Wealth Partners, LLC | 10,620 | $762.4K | 0.17% | +44+0.4% | Added |
| WealthShield Partners, LLC | 10,621 | $762.5K | 0.10% | +3,109+41.4% | Added |
| Fundamentun, LLC | 10,628 | $763.0K | 0.04% | +962+10.0% | Added |
| Hikari Tsushin, Inc. | 10,631 | $763.2K | 0.05% | 00.0% | Unchanged |
| Papp L Roy & Associates | 10,640 | $763.8K | 0.09% | +30.0% | Added |
| WealthPlan Investment Management, LLC | 10,650 | $764.6K | 0.08% | +44+0.4% | Added |
| Alliance Wealth Advisors, LLC | 10,675 | $766.4K | 0.45% | +226+2.2% | Added |
| Washington Trust Co | 10,732 | $770.4K | 0.03% | −9,990−48.2% | Reduced |
| CMT Capital Markets Trading GmbH | 10,750 | $772.0K | 0.32% | −87,750−89.1% | Reduced |
| Persistent Asset Partners Ltd | 10,765 | $772.8K | 0.68% | −1,663−13.4% | Reduced |
| AlphaCore Capital LLC | 10,783 | $774.1K | 0.07% | +3,040+39.3% | Added |
| Delta Financial Group, Inc. | 10,435 | $775.0K | 0.18% | −33−0.3% | Reduced |
| Cumberland Advisors Inc | 10,821 | $776.8K | 0.35% | +21+0.2% | Added |
| Leisure Capital Management | 10,836 | $777.9K | 0.32% | 00.0% | Unchanged |
| Wealth Alliance | 10,883 | $781.3K | 0.09% | +195+1.8% | Added |
| Brandywine Oak Private Wealth LLC | 10,937 | $785.2K | 0.08% | +10,937 | New |
| PFW Advisors LLC | 11,032 | $792.0K | 0.25% | 00.0% | Unchanged |
| Appleton Partners Inc | 11,108 | $797.0K | 0.06% | +2,232+25.1% | Added |
| Plan A Wealth LLC | 11,103 | $797.1K | 0.62% | −119−1.1% | Reduced |
| Fiduciary Financial Group, LLC | 12,645 | $798.0K | 0.17% | +368+3.0% | Added |
| Abel Hall, LLC | 11,136 | $799.4K | 0.48% | −189−1.7% | Reduced |
| Cromwell Holdings LLC | 11,171 | $802.0K | 0.52% | 00.0% | Unchanged |
| Private Management Group Inc | 11,175 | $802.3K | 0.03% | −50−0.4% | Reduced |