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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 13,404 | $962.3K | 0.02% | +725+5.7% | Added |
| Coastal Bridge Advisors, LLC | 13,414 | $963.0K | 0.14% | +2,862+27.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $964.0K | 0.04% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 13,439 | $964.8K | 0.33% | −49,213−78.5% | Reduced |
| South State Corp. | 13,442 | $965.0K | 0.04% | +4,131+44.4% | Added |
| Tyche Wealth Partners LLC | 13,479 | $967.6K | 0.21% | +3,224+31.4% | Added |
| Brooks, Moore & Associates, Inc. | 13,485 | $968.1K | 0.55% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 13,503 | $969.4K | 0.07% | −796−5.6% | Reduced |
| Boston Trust Walden Corp | 13,515 | $970.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 13,524 | $970.9K | 0.09% | +17+0.1% | Added |
| Cary Street Partners Financial LLC | 13,529 | $971.3K | 0.03% | +1,662+14.0% | Added |
| Wimmer Associates 1, LLC | 12,814 | $973.7K | 0.51% | +18+0.1% | Added |
| Cardiff Park Advisors, LLC | 13,576 | $974.6K | 0.09% | +14+0.1% | Added |
| Exchange Traded Concepts, LLC | 13,580 | $974.9K | 0.02% | −118,609−89.7% | Reduced |
| Park National Corp | 13,619 | $977.7K | 0.04% | −161−1.2% | Reduced |
| Neumann Capital Management, LLC | 13,622 | $977.9K | 0.34% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 13,657 | $980.4K | 0.04% | −351−2.5% | Reduced |
| Promethium Advisors,llc | 13,689 | $982.7K | 0.63% | +5,285+62.9% | Added |
| Childress Capital Advisors, LLC | 13,689 | $982.7K | 0.28% | +2,351+20.7% | Added |
| Cladis Investment Advisory, LLC | 13,725 | $985.3K | 0.71% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 13,767 | $988.3K | 0.06% | +248+1.8% | Added |
| Western Wealth Management, LLC | 13,775 | $988.9K | 0.07% | +1,635+13.5% | Added |
| Patton Albertson Miller Group, LLC | 13,793 | $990.2K | 0.15% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 14,099 | $990.3K | 0.69% | −2,849−16.8% | Reduced |
| Hills Bank & Trust Co | 13,795 | $990.3K | 0.07% | +600+4.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 13,804 | $991.0K | 0.42% | −23,025−62.5% | Reduced |
| Highline Wealth Partners LLC | 13,815 | $991.8K | 0.33% | +156+1.1% | Added |
| Gradient Investments LLC | 13,838 | $993.4K | 0.02% | −320−2.3% | Reduced |
| StoneX Group Inc. | 13,947 | $1.00M | 0.05% | −1,279−8.4% | Reduced |
| Financial Engines Advisors L.L.C. | 13,978 | $1.00M | 0.00% | −1,035−6.9% | Reduced |
| Florida Financial Advisors, LLC | 14,039 | $1.00M | 0.40% | +8,242+142.2% | Added |
| Cove Street Capital, LLC | 14,020 | $1.01M | 1.58% | −8,130−36.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 14,021 | $1.01M | 0.53% | −972−6.5% | Reduced |
| Invst, LLC | 14,091 | $1.01M | 0.14% | +14,091 | New |
| Fragasso Group Inc. | 14,101 | $1.01M | 0.08% | +225+1.6% | Added |
| LifeSteps Financial, Inc. | 14,112 | $1.01M | 0.82% | +98+0.7% | Added |
| First National Bank Sioux Falls | 14,137 | $1.01M | 0.41% | 00.0% | Unchanged |
| Keel Point, LLC | 14,143 | $1.02M | 0.08% | +3,658+34.9% | Added |
| Cohen Capital Management, Inc. | 14,156 | $1.02M | 0.17% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 14,166 | $1.02M | 0.48% | +9,261+188.8% | Added |
| Vertex Planning Partners, LLC | 14,206 | $1.02M | 0.22% | −83−0.6% | Reduced |
| Ocean Capital Management, LLC | 14,359 | $1.03M | 0.25% | +371+2.7% | Added |
| Providence Capital Advisors, LLC | 14,361 | $1.03M | 0.21% | +4,823+50.6% | Added |
| Pacific Center for Financial Services | 14,410 | $1.03M | 0.27% | −605−4.0% | Reduced |
| Cascade Investment Advisors, Inc. | 14,420 | $1.04M | 0.70% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 14,429 | $1.04M | 0.09% | −968−6.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,685 | $1.04M | 0.16% | −376−2.5% | Reduced |
| Eastern Bank | 14,492 | $1.04M | 0.02% | −928−6.0% | Reduced |
| Salem Investment Counselors Inc | 14,552 | $1.04M | 0.04% | −700−4.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,559 | $1.05M | 0.08% | −10,246−41.3% | Reduced |
| Carnegie Lake Advisors LLC | 14,588 | $1.05M | 0.42% | +570+4.1% | Added |
| Knollwood Investment Advisory, LLC | 14,587 | $1.05M | 0.12% | 00.0% | Unchanged |
| Accredited Investors Inc. | 14,607 | $1.05M | 0.07% | −2,851−16.3% | Reduced |
| Tranquilli Financial Advisor LLC | 14,618 | $1.05M | 0.66% | +415+2.9% | Added |
| Legacy Advisors, LLC | 14,637 | $1.05M | 0.11% | +748+5.4% | Added |
| Kathmere Capital Management, LLC | 14,638 | $1.05M | 0.09% | −431−2.9% | Reduced |
| Castle Rock Wealth Management, LLC | 14,848 | $1.05M | 0.28% | +15+0.1% | Added |
| Sittner & Nelson, LLC | 14,661 | $1.05M | 0.45% | −727−4.7% | Reduced |
| MTM Investment Management, LLC | 14,776 | $1.05M | 0.41% | +50.0% | Added |
| Principle Wealth Partners LLC | 14,680 | $1.05M | 0.08% | −1,000−6.4% | Reduced |
| SageView Advisory Group, LLC | 14,741 | $1.06M | 0.05% | +297+2.1% | Added |
| Ibex Wealth Advisors | 14,747 | $1.06M | 0.14% | +14,747 | New |
| Net Worth Advisory Group | 14,753 | $1.06M | 0.33% | −3,409−18.8% | Reduced |
| Heritage Trust Co | 14,756 | $1.06M | 0.13% | 00.0% | Unchanged |
| Thomasville National Bank | 14,767 | $1.06M | 0.08% | −364−2.4% | Reduced |
| WP Advisors, LLC | 14,898 | $1.07M | 0.36% | −142−0.9% | Reduced |
| Brucke Financial, Inc. | 15,088 | $1.07M | 0.93% | +659+4.6% | Added |
| Raleigh Capital Management Inc. | 14,950 | $1.07M | 0.49% | −1,319−8.1% | Reduced |
| Change Path, LLC | 14,951 | $1.07M | 0.03% | +1,059+7.6% | Added |
| Elevate Wealth Advisory, Inc | 14,957 | $1.07M | 0.76% | +14,957 | New |
| Capital Investment Advisory Services, LLC | 15,022 | $1.08M | 0.10% | −28−0.2% | Reduced |
| AdvisorNet Financial, Inc | 15,037 | $1.08M | 0.08% | +2,293+18.0% | Added |
| Greatmark Investment Partners, Inc. | 15,043 | $1.08M | 0.15% | −1,605−9.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,074 | $1.08M | 0.05% | −109−0.7% | Reduced |
| Hutner Capital Management Inc | 15,117 | $1.09M | 0.46% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15,250 | $1.09M | 0.08% | +500+3.4% | Added |
| Intrinsic Value Partners, LLC | 15,275 | $1.10M | 1.08% | −585−3.7% | Reduced |
| Lebenthal Global Advisors, LLC | 15,290 | $1.10M | 0.21% | +181+1.2% | Added |
| Scratch Capital LLC | 15,299 | $1.10M | 1.13% | +11,000+255.9% | Added |
| Quilter Plc | 15,323 | $1.10M | 0.02% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 15,337 | $1.10M | 0.16% | +2,257+17.3% | Added |
| Plancorp, LLC | 15,349 | $1.10M | 0.04% | +460+3.1% | Added |
| Sterling Investment Management, Inc. | 15,367 | $1.10M | 0.79% | −439−2.8% | Reduced |
| Longfellow Investment Management Co LLC | 15,380 | $1.10M | 0.27% | +15,380 | New |
| Lafayette Investments, Inc. | 15,395 | $1.11M | 0.23% | −600−3.8% | Reduced |
| Hexagon Capital Partners LLC | 15,435 | $1.11M | 0.21% | −562−3.5% | Reduced |
| Cornerstone Wealth Management, LLC | 15,485 | $1.11M | 0.08% | −502−3.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 15,507 | $1.11M | 0.02% | −885−5.4% | Reduced |
| Synergy Financial Management, LLC | 15,540 | $1.12M | 0.14% | −9,176−37.1% | Reduced |
| Lantz Financial LLC | 15,590 | $1.12M | 0.31% | +45+0.3% | Added |
| DMG Group, LLC | 15,680 | $1.13M | 0.92% | −1,870−10.7% | Reduced |
| Financial Counselors Inc | 15,692 | $1.13M | 0.02% | −2,827−15.3% | Reduced |
| Brookwood Investment Group LLC | 15,762 | $1.13M | 0.19% | +15,762 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,764 | $1.13M | 0.63% | −13−0.1% | Reduced |
| Eclectic Associates Inc | 15,785 | $1.13M | 0.30% | −16−0.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 15,862 | $1.14M | 0.06% | −2,012−11.3% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $1.14M | 0.69% | 00.0% | Unchanged |
| Crux Wealth Advisors | 15,954 | $1.15M | 0.60% | +6,069+61.4% | Added |
| Lipe & Dalton | 15,968 | $1.15M | 0.64% | −500−3.0% | Reduced |
| Sawyer & Company, Inc | 16,006 | $1.15M | 0.46% | −850−5.0% | Reduced |