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 |
|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors LLC | 11,214 | $805.1K | 0.23% | +104+0.9% | Added |
| Tarbox Family Office, Inc. | 11,239 | $806.9K | 0.13% | −11−0.1% | Reduced |
| NBZ Investment Advisors LLC | 11,273 | $809.3K | 0.47% | −45−0.4% | Reduced |
| Crawford Investment Counsel Inc | 11,277 | $809.6K | 0.01% | +393+3.6% | Added |
| Winebrenner Capital Management LLC | 11,283 | $810.0K | 0.73% | −11,283−50.0% | Reduced |
| GatePass Capital, LLC | 11,288 | $810.4K | 0.61% | +11,288 | New |
| NFP Retirement, Inc. | 11,298 | $811.1K | 0.06% | −373−3.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,304 | $811.5K | 0.08% | −177−1.5% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,377 | $816.8K | 0.22% | −2,490−18.0% | Reduced |
| Strategic Investment Advisors | 11,380 | $817.0K | 0.09% | −1,126−9.0% | Reduced |
| River Wealth Advisors LLC | 11,403 | $818.6K | 0.11% | +98+0.9% | Added |
| HCR Wealth Advisors | 11,405 | $818.8K | 0.11% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 11,409 | $819.1K | 0.06% | −133,313−92.1% | Reduced |
| Flagstone Financial Management | 11,413 | $819.4K | 0.26% | +170+1.5% | Added |
| Good Life Advisors, LLC | 11,413 | $819.4K | 0.06% | −73−0.6% | Reduced |
| AIMZ Investment Advisors, LLC | 11,472 | $823.6K | 0.29% | 00.0% | Unchanged |
| Kentucky Trust Co | 11,475 | $823.8K | 0.49% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 11,482 | $824.3K | 0.15% | +552+5.1% | Added |
| Trust Co of Vermont | 11,499 | $825.5K | 0.04% | −240−2.0% | Reduced |
| Jarislowsky, Fraser Ltd | 11,500 | $825.6K | 0.01% | −3,890−25.3% | Reduced |
| Perpetual Ltd | 11,515 | $826.7K | 0.01% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 11,547 | $828.9K | 0.70% | −14,854−56.3% | Reduced |
| Correct Capital Wealth Management | 11,552 | $829.3K | 0.16% | −19−0.2% | Reduced |
| Manske Wealth Management | 11,561 | $829.9K | 0.31% | −1,822−13.6% | Reduced |
| RB Capital Management, LLC | 11,657 | $836.9K | 0.20% | +40.0% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 11,700 | $839.9K | 0.39% | +11,700 | New |
| Kovack Advisors, Inc. | 11,703 | $840.2K | 0.09% | +847+7.8% | Added |
| Quantessence Capital LLC | 11,725 | $841.7K | 0.21% | −28,214−70.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 11,726 | $841.8K | 0.09% | −674−5.4% | Reduced |
| Belpointe Asset Management LLC | 11,769 | $844.8K | 0.04% | +1,669+16.5% | Added |
| Atalanta Sosnoff Capital, LLC | 11,791 | $846.5K | 0.02% | −1,768−13.0% | Reduced |
| Farmers Trust Co | 11,813 | $848.1K | 0.16% | 00.0% | Unchanged |
| Element Wealth, LLC | 11,856 | $851.1K | 0.46% | −195−1.6% | Reduced |
| Armis Advisers, LLC | 12,000 | $852.1K | 0.08% | +12,000 | New |
| PDS Planning, Inc | 11,870 | $852.1K | 0.07% | +1,754+17.3% | Added |
| Wilson & Boucher Capital Management, LLC | 11,895 | $853.9K | 0.64% | −1,000−7.8% | Reduced |
| Wealthcare Advisory Partners LLC | 11,904 | $854.6K | 0.02% | −255−2.1% | Reduced |
| Wittenberg Investment Management, Inc. | 11,928 | $856.3K | 0.39% | −40,529−77.3% | Reduced |
| Personal Cfo Solutions, LLC | 11,951 | $857.9K | 0.17% | +277+2.4% | Added |
| Wealthspan Partners, LLC | 12,012 | $862.3K | 0.40% | −504−4.0% | Reduced |
| MEMBERS Trust Co | 12,021 | $863.0K | 0.03% | −412−3.3% | Reduced |
| Ausdal Financial Partners, Inc. | 12,027 | $863.4K | 0.07% | +2,533+26.7% | Added |
| Cullen Investment Group, Ltd. | 12,063 | $866.0K | 0.13% | −1,154−8.7% | Reduced |
| Concord Asset Management, LLC | 12,755 | $866.6K | 0.19% | +6,034+89.8% | Added |
| Hardin Capital Partners, LLC | 12,083 | $867.4K | 0.53% | −4,465−27.0% | Reduced |
| Chilton Investment Co LLC | 12,086 | $867.7K | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 12,118 | $870.0K | 0.21% | +685+6.0% | Added |
| Harbor Investment Advisory, LLC | 12,164 | $873.2K | 0.08% | +180+1.5% | Added |
| Stock Yards Bank & Trust Co | 12,172 | $873.8K | 0.03% | −29−0.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 12,235 | $874.0K | 0.01% | −3,294−21.2% | Reduced |
| Northwest Wealth Management, LLC | 12,224 | $877.6K | 0.17% | −2,622−17.7% | Reduced |
| Chicago Trust Co NA | 12,225 | $877.6K | 0.16% | +60+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12,234 | $878.3K | 0.00% | +7,516+159.3% | Added |
| MeadowBrook Investment Advisors LLC | 12,293 | $882.5K | 0.82% | −135−1.1% | Reduced |
| Parkside Financial Bank & Trust | 12,323 | $884.7K | 0.11% | +629+5.4% | Added |
| Peoples Financial Services Corp. | 12,350 | $886.6K | 0.43% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 12,399 | $890.1K | 0.06% | +167+1.4% | Added |
| Csenge Advisory Group | 13,794 | $892.6K | 0.05% | −2,738−16.6% | Reduced |
| Alteri Wealth LLC | 12,439 | $893.0K | 0.39% | +5,053+68.4% | Added |
| Pointe Capital Management LLC | 12,460 | $894.5K | 0.52% | 00.0% | Unchanged |
| North Star Asset Management Inc | 12,466 | $894.9K | 0.04% | −192−1.5% | Reduced |
| Catalyst Financial Partners LLC | 12,473 | $895.5K | 0.16% | +1,572+14.4% | Added |
| Stoneridge Investment Partners LLC | 12,547 | $901.0K | 0.76% | +12,547 | New |
| McGlone Suttner Wealth Management, Inc. | 12,551 | $901.0K | 0.15% | +4,201+50.3% | Added |
| Ingalls & Snyder LLC | 12,579 | $903.0K | 0.03% | +69+0.6% | Added |
| Becker Capital Management Inc | 12,578 | $903.0K | 0.03% | +51+0.4% | Added |
| City National Bank of Florida | 12,652 | $908.3K | 0.82% | +728+6.1% | Added |
| Studio Investment Management LLC | 12,684 | $910.6K | 0.19% | −3,144−19.9% | Reduced |
| Fermata Advisors, LLC | 12,751 | $915.4K | 0.17% | +9,629+308.4% | Added |
| IVC Wealth Advisors LLC | 12,752 | $915.4K | 0.49% | −33−0.3% | Reduced |
| Quotient Wealth Partners, LLC | 12,777 | $917.2K | 0.03% | +709+5.9% | Added |
| Savvy Advisors, Inc. | 12,793 | $918.4K | 0.09% | +1,408+12.4% | Added |
| Concord Wealth Partners | 12,819 | $920.3K | 0.15% | +5,200+68.3% | Added |
| Family Legacy, Inc. | 12,837 | $921.6K | 0.32% | +37+0.3% | Added |
| Optas, LLC | 12,840 | $921.8K | 0.16% | +6,548+104.1% | Added |
| Capital International Sarl | 12,883 | $924.9K | 0.02% | −27,238−67.9% | Reduced |
| FORA Capital, LLC | 12,890 | $925.4K | 0.09% | +12,890 | New |
| Heritage Family Offices, LLP | 12,893 | $925.6K | 0.47% | +18+0.1% | Added |
| Modern Wealth Management, LLC | 12,903 | $926.4K | 0.03% | +1,773+15.9% | Added |
| Entruity Wealth, LLC | 12,921 | $927.6K | 0.87% | −350−2.6% | Reduced |
| Richwood Investment Advisors, LLC | 12,934 | $928.5K | 0.79% | −183−1.4% | Reduced |
| BKD Wealth Advisors, LLC | 12,978 | $931.7K | 0.02% | +159+1.2% | Added |
| Carson Advisory Inc. | 12,996 | $933.0K | 0.63% | −231−1.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 13,016 | $934.4K | 0.25% | −823−5.9% | Reduced |
| Quent Capital, LLC | 13,040 | $936.1K | 0.10% | +429+3.4% | Added |
| Royal Capital Wealth Management, LLC | 13,073 | $938.5K | 0.66% | +374+2.9% | Added |
| Segment Wealth Management, LLC | 13,157 | $944.5K | 0.06% | +224+1.7% | Added |
| 1st Source Bank | 13,159 | $944.7K | 0.06% | +14+0.1% | Added |
| Weatherly Asset Management L. P. | 13,170 | $945.5K | 0.08% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 13,179 | $946.1K | 0.08% | −28−0.2% | Reduced |
| DF Dent & Co Inc | 13,189 | $946.8K | 0.01% | +10,000+313.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 13,196 | $947.3K | 0.03% | −24−0.2% | Reduced |
| GFG Capital, LLC | 13,226 | $949.5K | 0.29% | −60−0.5% | Reduced |
| Bailard, Inc. | 13,237 | $950.3K | 0.02% | +4,021+43.6% | Added |
| C2C Wealth Management, LLC | 13,261 | $952.0K | 0.89% | 00.0% | Unchanged |
| Clarendon Private LLC | 13,269 | $952.6K | 1.01% | +1,205+10.0% | Added |
| Kanawha Capital Management LLC | 13,270 | $952.7K | 0.07% | −244−1.8% | Reduced |
| Telos Capital Management, Inc. | 13,316 | $956.0K | 0.10% | −220−1.6% | Reduced |
| Nations Financial Group Inc, | 13,317 | $956.0K | 0.07% | +9,158+220.2% | Added |
| Kingswood Wealth Advisors, LLC | 13,348 | $957.8K | 0.09% | −5,066−27.5% | Reduced |