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 |
|---|---|---|---|---|---|
| Sendero Wealth Management, LLC | 16,009 | $1.15M | 0.16% | −4,508−22.0% | Reduced |
| Providence Wealth Advisors, LLC | 16,305 | $1.16M | 0.88% | +235+1.5% | Added |
| XML Financial, LLC | 16,359 | $1.17M | 0.11% | +129+0.8% | Added |
| GeoWealth Management, LLC | 16,360 | $1.17M | 0.05% | −5,949−26.7% | Reduced |
| LMCG Investments, LLC | 16,427 | $1.18M | 0.08% | −167−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,428 | $1.18M | 0.18% | +1,562+10.5% | Added |
| Beutel, Goodman & Co Ltd. | 16,515 | $1.19M | 0.01% | +16,515 | New |
| Insigneo Advisory Services, LLC | 16,574 | $1.19M | 0.12% | +1,177+7.6% | Added |
| Palisade Asset Management, LLC | 16,589 | $1.19M | 0.12% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 16,651 | $1.20M | 0.72% | −1,064−6.0% | Reduced |
| Claro Advisors LLC | 16,679 | $1.20M | 0.16% | +2,408+16.9% | Added |
| Knuff & Co LLC | 16,692 | $1.20M | 0.40% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 16,836 | $1.21M | 0.06% | −2,130−11.2% | Reduced |
| Diversify Advisory Services, LLC | 17,004 | $1.21M | 0.08% | −211−1.2% | Reduced |
| Nicolet Bankshares Inc | 16,898 | $1.21M | 0.24% | +2,000+13.4% | Added |
| Boltwood Capital Management | 16,900 | $1.21M | 0.37% | −75−0.4% | Reduced |
| AMG National Trust Bank | 16,925 | $1.22M | 0.03% | +3,771+28.7% | Added |
| Busey Wealth Management | 17,016 | $1.22M | 0.04% | +668+4.1% | Added |
| Diligent Investors, LLC | 17,100 | $1.23M | 0.30% | +114+0.7% | Added |
| Vivid Wealth Management, LLC | 17,110 | $1.23M | 0.61% | +198+1.2% | Added |
| Potentia Wealth | 17,112 | $1.23M | 0.58% | −5,000−22.6% | Reduced |
| AustralianSuper Pty Ltd | 17,163 | $1.23M | 0.01% | −1,307,375−98.7% | Reduced |
| Alta Advisers Ltd | 17,207 | $1.24M | 0.53% | +6,200+56.3% | Added |
| Dakota Wealth Management | 17,229 | $1.24M | 0.03% | −109−0.6% | Reduced |
| Keystone Financial Services | 17,381 | $1.25M | 0.48% | −1,137−6.1% | Reduced |
| IHT Wealth Management, LLC | 17,401 | $1.25M | 0.04% | +1,146+7.1% | Added |
| BBR Partners, LLC | 17,439 | $1.25M | 0.09% | −129−0.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 17,453 | $1.25M | 0.53% | −1,280−6.8% | Reduced |
| Great Valley Advisor Group, Inc. | 17,459 | $1.25M | 0.03% | −768−4.2% | Reduced |
| Ancora Advisors, LLC | 17,524 | $1.26M | 0.03% | −75−0.4% | Reduced |
| Severin Investments, LLC | 17,531 | $1.26M | 1.26% | +674+4.0% | Added |
| Garrison Point Advisors, LLC | 17,534 | $1.26M | 0.61% | +508+3.0% | Added |
| Penobscot Investment Management Company, Inc. | 17,561 | $1.26M | 0.12% | −2,800−13.8% | Reduced |
| ICONIQ Capital, LLC | 17,569 | $1.26M | 0.02% | +3,054+21.0% | Added |
| Cypress Wealth Services, LLC | 17,577 | $1.26M | 0.26% | +1,573+9.8% | Added |
| Jacobi Capital Management LLC | 17,584 | $1.26M | 0.09% | +35+0.2% | Added |
| Mountain Pacific Investment Advisers Inc | 17,634 | $1.27M | 0.09% | −64−0.4% | Reduced |
| Essex Savings Bank | 17,650 | $1.27M | 0.31% | −180−1.0% | Reduced |
| Spire Wealth Management | 17,675 | $1.27M | 0.04% | +1,750+11.0% | Added |
| Wharton Business Group, LLC | 17,695 | $1.27M | 0.06% | −50.0% | Reduced |
| Madison Asset Management, LLC | 17,703 | $1.27M | 0.01% | −23,884−57.4% | Reduced |
| Graypoint LLC | 17,704 | $1.27M | 0.08% | −494−2.7% | Reduced |
| Gibbs Wealth Management | 17,763 | $1.28M | 0.31% | +615+3.6% | Added |
| Northern Oak Wealth Management Inc | 17,795 | $1.28M | 0.16% | −1,797−9.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 17,833 | $1.28M | 0.43% | −2,314−11.5% | Reduced |
| RIA Advisory Group LLC | 17,843 | $1.28M | 0.42% | −3,006−14.4% | Reduced |
| Exencial Wealth Advisors, LLC | 17,878 | $1.28M | 0.05% | +301+1.7% | Added |
| VestGen Advisors, LLC | 17,880 | $1.28M | 0.06% | +17,880 | New |
| Barbara Oil Co. | 18,000 | $1.29M | 0.52% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 18,000 | $1.29M | 3.15% | +18,000 | New |
| GTS Securities LLC | 18,033 | $1.29M | 0.06% | −9,192−33.8% | Reduced |
| PFG Investments, LLC | 18,066 | $1.30M | 0.08% | +40+0.2% | Added |
| Essex Financial Services, Inc. | 18,081 | $1.30M | 0.09% | −786−4.2% | Reduced |
| Journey Strategic Wealth LLC | 18,112 | $1.30M | 0.05% | +697+4.0% | Added |
| Delap Wealth Advisory, LLC | 18,162 | $1.30M | 0.73% | 00.0% | Unchanged |
| First National Trust Co | 18,190 | $1.31M | 0.05% | −910−4.8% | Reduced |
| Mainstay Capital Management LLC | 18,199 | $1.31M | 0.18% | −1,633−8.2% | Reduced |
| Lazari Capital Management, Inc. | 18,246 | $1.31M | 0.54% | −918−4.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 18,280 | $1.31M | 0.12% | +1,428+8.5% | Added |
| Legacy Financial Advisors, Inc. | 18,304 | $1.31M | 0.22% | +2,204+13.7% | Added |
| Sompo Asset Management Co., Ltd. | 18,310 | $1.31M | 0.24% | +400+2.2% | Added |
| MV Capital Management, Inc. | 18,311 | $1.31M | 0.14% | +91+0.5% | Added |
| Sage Mountain Advisors LLC | 18,365 | $1.32M | 0.10% | +14+0.1% | Added |
| Sentry LLC | 18,415 | $1.32M | 0.26% | −107−0.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,434 | $1.32M | 0.68% | +144+0.8% | Added |
| Annandale Capital, LLC | 18,436 | $1.32M | 0.25% | −79−0.4% | Reduced |
| Simon Quick Advisors, LLC | 18,485 | $1.33M | 0.08% | +4,720+34.3% | Added |
| Fulton Bank, N.A. | 18,538 | $1.33M | 0.05% | −875−4.5% | Reduced |
| Excalibur Management Corp | 18,546 | $1.33M | 0.52% | −860−4.4% | Reduced |
| Adviser Investments LLC | 18,562 | $1.33M | 0.02% | −729−3.8% | Reduced |
| Archford Capital Strategies, LLC | 18,631 | $1.34M | 0.20% | +18,631 | New |
| William B. Walkup & Associates, Inc. | 18,667 | $1.34M | 0.82% | +830+4.7% | Added |
| Prudent Man Advisors, LLC | 18,698 | $1.34M | 0.49% | +442+2.4% | Added |
| Washington Trust Bank | 18,736 | $1.35M | 0.13% | +377+2.1% | Added |
| Ameritas Advisory Services, LLC | 18,913 | $1.35M | 0.05% | +442+2.4% | Added |
| Investors Asset Management of Georgia Inc | 18,781 | $1.35M | 0.68% | −740−3.8% | Reduced |
| LexAurum Advisors, LLC | 18,792 | $1.35M | 0.26% | −96−0.5% | Reduced |
| Clarius Group, LLC | 18,877 | $1.36M | 0.09% | −193−1.0% | Reduced |
| Main Street Research LLC | 18,882 | $1.36M | 0.09% | −1,893−9.1% | Reduced |
| Integrity Alliance, LLC. | 18,892 | $1.36M | 0.05% | +18,892 | New |
| Courier Capital LLC | 18,928 | $1.36M | 0.09% | −912−4.6% | Reduced |
| Hilltop Holdings Inc. | 18,939 | $1.36M | 0.09% | +1,649+9.5% | Added |
| Meridian Wealth Management, LLC | 18,976 | $1.36M | 0.07% | +9,871+108.4% | Added |
| GF Fund Management Co. Ltd. | 18,999 | $1.36M | 0.03% | +12,944+213.8% | Added |
| Affinity Investment Advisors, LLC | 19,018 | $1.37M | 1.11% | −405−2.1% | Reduced |
| Fiduciary Alliance LLC | 19,046 | $1.37M | 0.13% | −2,621−12.1% | Reduced |
| Lindbrook Capital, LLC | 19,199 | $1.38M | 0.13% | −614−3.1% | Reduced |
| Chicago Capital, LLC | 19,247 | $1.38M | 0.04% | 00.0% | Unchanged |
| Kennedy Investment Group | 19,248 | $1.38M | 0.64% | −847−4.2% | Reduced |
| Continuum Advisory, LLC | 19,255 | $1.38M | 0.18% | +3,336+21.0% | Added |
| First Dallas Securities Inc. | 19,278 | $1.38M | 0.58% | +2,903+17.7% | Added |
| M.E. Allison & Co., Inc. | 19,385 | $1.39M | 1.38% | +10.0% | Added |
| Caldwell Trust Co | 19,399 | $1.39M | 0.15% | +1,481+8.3% | Added |
| Northwest & Ethical Investments L.P. | 19,447 | $1.39M | 0.04% | +19,447 | New |
| American State Bank (Iowa) | 19,424 | $1.39M | 0.84% | +92+0.5% | Added |
| Wright Investors Service Inc | 19,481 | $1.40M | 0.46% | +6,084+45.4% | Added |
| Everhart Financial Group, Inc. | 19,490 | $1.40M | 0.19% | +926+5.0% | Added |
| Trust Co of Toledo NA | 19,509 | $1.40M | 0.19% | −3,226−14.2% | Reduced |
| First Bank & Trust | 19,509 | $1.40M | 0.27% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 19,519 | $1.40M | 0.32% | −350−1.8% | Reduced |