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 |
|---|---|---|---|---|---|
| Tealwood Asset Management Inc | 19,525 | $1.40M | 0.65% | −2,265−10.4% | Reduced |
| Sweeney & Michel, LLC | 22,780 | $1.41M | 0.62% | +22,780 | New |
| Harbor Advisors LLC | 20,000 | $1.44M | 0.25% | 00.0% | Unchanged |
| Breakwater Capital Group | 20,035 | $1.44M | 0.26% | +2,848+16.6% | Added |
| JT Stratford LLC | 20,065 | $1.44M | 0.25% | −917−4.4% | Reduced |
| CX Institutional | 20,144 | $1.45M | 0.05% | −289−1.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 20,149 | $1.45M | 0.02% | −1,894−8.6% | Reduced |
| Pure Financial Advisors, Inc. | 20,207 | $1.45M | 0.03% | +2,317+13.0% | Added |
| LS Investment Advisors, LLC | 20,213 | $1.45M | 0.22% | 00.0% | Unchanged |
| Jump Financial, LLC | 20,289 | $1.46M | 0.02% | +539+2.7% | Added |
| TRUE Private Wealth Advisors | 20,290 | $1.46M | 0.18% | −70.0% | Reduced |
| Garda Capital Partners LP | 20,345 | $1.46M | 0.82% | +20,345 | New |
| Mitchell McLeod Pugh & Williams Inc | 20,395 | $1.46M | 0.30% | +313+1.6% | Added |
| Unique Wealth Strategies, LLC | 20,395 | $1.46M | 0.66% | −389−1.9% | Reduced |
| Engineers Gate Manager LP | 20,396 | $1.46M | 0.02% | −38,981−65.6% | Reduced |
| Cetera Trust Company, N.A | 20,426 | $1.47M | 0.93% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 20,598 | $1.48M | 0.13% | −2,817−12.0% | Reduced |
| Louisbourg Investments Inc. | 28,844 | $1.48M | 0.40% | −400−1.4% | Reduced |
| Lodestar Private Asset Management LLC | 20,603 | $1.48M | 0.19% | +6,245+43.5% | Added |
| Aaron Wealth Advisors | 20,623 | $1.48M | 0.17% | +995+5.1% | Added |
| First Financial Bank - Trust Division | 20,691 | $1.49M | 0.14% | −49−0.2% | Reduced |
| Ransom Advisory, Ltd | 20,786 | $1.49M | 0.74% | +400+2.0% | Added |
| Napa Wealth Management | 20,828 | $1.50M | 0.84% | +20,828 | New |
| Schechter Investment Advisors, LLC | 20,910 | $1.50M | 0.12% | −1,652−7.3% | Reduced |
| Level Four Advisory Services, LLC | 20,925 | $1.50M | 0.06% | −2,018−8.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.51M | 0.37% | −10,500−33.3% | Reduced |
| Citadel Investment Advisory, Inc. | 21,041 | $1.51M | 0.74% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 21,075 | $1.51M | 0.19% | +30.0% | Added |
| LJI Wealth Management, LLC | 21,099 | $1.51M | 0.30% | −204−1.0% | Reduced |
| Modera Wealth Management, LLC | 21,110 | $1.52M | 0.02% | +548+2.7% | Added |
| Welch Group, LLC | 21,461 | $1.52M | 0.07% | −84−0.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 21,180 | $1.52M | 0.05% | +3,969+23.1% | Added |
| Martin & Co Inc | 21,241 | $1.52M | 0.29% | +42+0.2% | Added |
| Country Club Bank | 21,816 | $1.54M | 0.10% | −110−0.5% | Reduced |
| Cito Capital Group, LLC | 21,503 | $1.54M | 0.59% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 21,732 | $1.56M | 0.08% | −1,400−6.1% | Reduced |
| Pflug Koory, LLC | 21,741 | $1.56M | 0.87% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 21,797 | $1.56M | 0.45% | +4,641+27.1% | Added |
| Aspiriant, LLC | 21,881 | $1.57M | 0.05% | −170−0.8% | Reduced |
| Mutual Advisors, LLC | 22,624 | $1.58M | 0.05% | −1,574−6.5% | Reduced |
| Collar Capital Management, LLC | 22,085 | $1.59M | 1.44% | 00.0% | Unchanged |
| West Branch Capital LLC | 22,091 | $1.59M | 0.53% | +4,904+28.5% | Added |
| Davidson Trust Co | 22,228 | $1.60M | 0.76% | −2,128−8.7% | Reduced |
| Hartford Funds Management Co LLC | 22,237 | $1.60M | 0.14% | −829−3.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 22,306 | $1.60M | 0.39% | 00.0% | Unchanged |
| Guerra Advisors Inc | 22,311 | $1.60M | 0.90% | +2,672+13.6% | Added |
| Rossmore Private Capital | 22,334 | $1.60M | 0.20% | −290−1.3% | Reduced |
| SeaCrest Wealth Management, LLC | 22,474 | $1.61M | 0.18% | +853+3.9% | Added |
| Syon Capital LLC | 22,499 | $1.62M | 0.13% | +3,446+18.1% | Added |
| Beck Bode, LLC | 22,698 | $1.63M | 0.30% | +22,698 | New |
| Sheaff Brock Investment Advisors, LLC | 22,802 | $1.64M | 0.15% | −11,198−32.9% | Reduced |
| Howard Capital Management Inc. | 22,840 | $1.64M | 0.04% | −3,045−11.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 22,873 | $1.64M | 0.12% | +372+1.7% | Added |
| Beese Fulmer Investment Management, Inc. | 22,931 | $1.65M | 0.14% | −300−1.3% | Reduced |
| Capital Group Private Client Services, Inc. | 22,934 | $1.65M | 0.02% | −691,581−96.8% | Reduced |
| Citizens National Bank Trust Department | 23,127 | $1.66M | 0.35% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 25,478 | $1.67M | 0.60% | +1,226+5.1% | Added |
| Premier Path Wealth Partners, LLC | 23,366 | $1.68M | 0.26% | +235+1.0% | Added |
| Frank, Rimerman Advisors LLC | 23,380 | $1.68M | 0.13% | +2,848+13.9% | Added |
| Mather Group, LLC. | 23,424 | $1.68M | 0.02% | +2,680+12.9% | Added |
| Integrated Advisors Network LLC | 23,437 | $1.68M | 0.09% | −32−0.1% | Reduced |
| Hedges Asset Management LLC | 23,500 | $1.69M | 1.11% | −3,000−11.3% | Reduced |
| EverSource Wealth Advisors, LLC | 23,513 | $1.69M | 0.09% | +1,941+9.0% | Added |
| FOCUS Wealth Advisors, LLC | 23,525 | $1.69M | 0.93% | +1,215+5.4% | Added |
| Holderness Investments Co | 23,551 | $1.69M | 0.39% | −159−0.7% | Reduced |
| Fort Sheridan Advisors LLC | 23,565 | $1.69M | 0.26% | −415−1.7% | Reduced |
| Fiduciary Group LLC | 23,692 | $1.70M | 0.17% | −140−0.6% | Reduced |
| NBC Securities, Inc. | 23,791 | $1.71M | 0.15% | +23,767+99,029.2% | Added |
| One Capital Management, LLC | 23,804 | $1.71M | 0.06% | +1,328+5.9% | Added |
| Westpac Banking Corp | 24,009 | $1.72M | 0.13% | −6,122−20.3% | Reduced |
| Rokos Capital Management LLP | 24,045 | $1.72M | 0.05% | +24,045 | New |
| Insight Advisors, LLC | 24,073 | $1.73M | 0.30% | +125+0.5% | Added |
| National Philanthropic Trust | 24,081 | $1.73M | 0.03% | −2,421−9.1% | Reduced |
| Aviso Wealth Management | 24,113 | $1.73M | 0.92% | −4,165−14.7% | Reduced |
| Soltis Investment Advisors LLC | 24,140 | $1.73M | 0.15% | +281+1.2% | Added |
| Cadinha & Co LLC | 24,154 | $1.73M | 0.37% | −800−3.2% | Reduced |
| Gilbert & Cook, Inc. | 24,228 | $1.74M | 0.25% | −1,161−4.6% | Reduced |
| Vista Investment Management | 24,265 | $1.74M | 0.68% | −1,222−4.8% | Reduced |
| Meridian Investment Counsel Inc. | 24,295 | $1.74M | 0.51% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 24,335 | $1.75M | 0.27% | +13+0.1% | Added |
| First Horizon Advisors, Inc. | 24,380 | $1.75M | 0.05% | +741+3.1% | Added |
| Nicholas Hoffman & Company, LLC. | 24,535 | $1.76M | 0.07% | −3,476−12.4% | Reduced |
| Aventura Private Wealth, LLC | 24,538 | $1.76M | 0.92% | +1,397+6.0% | Added |
| HBK Sorce Advisory LLC | 24,543 | $1.76M | 0.05% | +1,617+7.1% | Added |
| HAP Trading, LLC | 24,570 | $1.76M | 0.63% | −35,364−59.0% | Reduced |
| BLI - Banque de Luxembourg Investments | 25,000 | $1.76M | 0.05% | +25,000 | New |
| Silvercrest Asset Management Group LLC | 24,656 | $1.77M | 0.01% | +581+2.4% | Added |
| Quantitative Investment Management, LLC | 24,688 | $1.77M | 0.16% | +24,688 | New |
| Arkadios Wealth Advisors | 24,723 | $1.77M | 0.07% | +2,612+11.8% | Added |
| Dynasty Wealth Management, LLC | 24,893 | $1.79M | 0.03% | +207+0.8% | Added |
| Jeppson Wealth Management, LLC | 24,980 | $1.79M | 0.66% | −535−2.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 28,944 | $1.80M | 0.04% | +2,985+11.5% | Added |
| Summit Financial, LLC | 25,194 | $1.81M | 0.05% | +1,165+4.8% | Added |
| CWC Advisors, LLC. | 25,194 | $1.81M | 1.03% | +8,398+50.0% | Added |
| Chemistry Wealth Management LLC | 25,197 | $1.81M | 0.42% | −129−0.5% | Reduced |
| Potomac Fund Management Inc | 28,550 | $1.83M | 0.80% | +675+2.4% | Added |
| Drive Wealth Management, LLC | 25,641 | $1.84M | 0.43% | +669+2.7% | Added |
| Pictet Bank & Trust Ltd | 25,654 | $1.84M | 2.25% | −12,371−32.5% | Reduced |
| Pinnacle Bancorp, Inc. | 25,706 | $1.85M | 0.60% | −2,588−9.1% | Reduced |
| Equitable Trust Co | 25,867 | $1.86M | 0.10% | +1,943+8.1% | Added |