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 |
|---|---|---|---|---|---|
| Resources Management Corp | 25,990 | $1.87M | 0.26% | −250−1.0% | Reduced |
| Sabal Trust CO | 26,073 | $1.87M | 0.10% | +5,545+27.0% | Added |
| Private Trust Co NA | 26,368 | $1.89M | 0.19% | +249+1.0% | Added |
| Skopos Labs, Inc. | 26,455 | $1.90M | 0.41% | +3,186+13.7% | Added |
| Buffington Mohr McNeal | 26,611 | $1.91M | 0.38% | +3,809+16.7% | Added |
| Credit Industriel Et Commercial | 26,611 | $1.91M | 0.35% | +26,611 | New |
| Snowden Capital Advisors LLC | 26,634 | $1.91M | 0.06% | −3,746−12.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 26,653 | $1.91M | 0.58% | +602+2.3% | Added |
| Independent Financial Group, LLC | 26,743 | $1.92M | 0.07% | −4,252−13.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 26,805 | $1.92M | 0.05% | −80−0.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 26,826 | $1.93M | 0.06% | −5,595−17.3% | Reduced |
| Sagespring Wealth Partners, LLC | 26,891 | $1.93M | 0.05% | +6,852+34.2% | Added |
| Conning Inc. | 26,903 | $1.93M | 0.07% | −993−3.6% | Reduced |
| Selway Asset Management | 27,200 | $1.95M | 0.81% | −10,600−28.0% | Reduced |
| Pacifica Partners Inc. | 29,738 | $1.95M | 0.89% | −50.0% | Reduced |
| CBOE Vest Financial, LLC | 27,256 | $1.96M | 0.03% | +11,547+73.5% | Added |
| GM Advisory Group, Inc. | 27,327 | $1.96M | 0.11% | +196+0.7% | Added |
| Islay Capital Management, LLC | 27,395 | $1.97M | 1.33% | +744+2.8% | Added |
| Dorsey Wright & Associates | 27,517 | $1.98M | 0.50% | +27,517 | New |
| Everett Harris & Co | 27,521 | $1.98M | 0.03% | +900+3.4% | Added |
| Northside Capital Management, LLC | 27,530 | $1.98M | 0.32% | +403+1.5% | Added |
| Highland Capital Management, LLC | 27,601 | $1.98M | 0.12% | +10,003+56.8% | Added |
| Lawson Kroeker Investment Management Inc | 27,674 | $1.99M | 0.37% | −6,640−19.4% | Reduced |
| Peak Asset Management, LLC | 27,713 | $1.99M | 0.38% | −2,075−7.0% | Reduced |
| Marotta Asset Management | 35,237 | $1.99M | 0.39% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 28,162 | $1.99M | 0.19% | +4,233+17.7% | Added |
| Winton Group Ltd | 28,013 | $2.01M | 0.12% | +16,883+151.7% | Added |
| Mystic Asset Management, Inc. | 28,020 | $2.01M | 0.53% | −265−0.9% | Reduced |
| Founders Financial Securities LLC | 28,977 | $2.01M | 0.17% | −842−2.8% | Reduced |
| London Co of Virginia | 28,305 | $2.03M | 0.01% | +3,404+13.7% | Added |
| Freemont Management S.A. | 28,400 | $2.04M | 0.80% | −2,800−9.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 28,540 | $2.05M | 0.06% | +1,690+6.3% | Added |
| Fisher Asset Management, LLC | 28,579 | $2.05M | 0.00% | −1,210−4.1% | Reduced |
| Wrapmanager Inc | 28,581 | $2.05M | 0.54% | −3,810−11.8% | Reduced |
| International Assets Investment Management, LLC | 947,716 | $2.05M | 0.18% | +947,716 | New |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 28,629 | $2.06M | 0.42% | −385,213−93.1% | Reduced |
| Argent Advisors, Inc. | 28,633 | $2.06M | 0.69% | −272−0.9% | Reduced |
| Apella Capital, LLC | 31,011 | $2.06M | 0.07% | +3,474+12.6% | Added |
| Rothschild Investment LLC | 28,699 | $2.06M | 0.14% | +352+1.2% | Added |
| Harbour Investments, Inc. | 28,749 | $2.06M | 0.06% | +99+0.3% | Added |
| Massmutual Trust Co FSB | 28,801 | $2.07M | 0.06% | −3,003−9.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,811 | $2.07M | 0.05% | +6,053+26.6% | Added |
| FSB Premier Wealth Management, Inc. | 28,866 | $2.07M | 0.81% | +3,908+15.7% | Added |
| Talon Private Wealth, LLC | 28,545 | $2.07M | 0.28% | +27,744+3,463.7% | Added |
| Round Hill Asset Management | 28,997 | $2.08M | 1.50% | −6,195−17.6% | Reduced |
| Congress Wealth Management LLC | 28,654 | $2.08M | 0.02% | +21,202+284.5% | Added |
| Catalyst Funds Management Pty Ltd | 29,160 | $2.09M | 0.55% | −53,940−64.9% | Reduced |
| Portfolio Design Labs, LLC | 29,262 | $2.10M | 0.43% | −38,896−57.1% | Reduced |
| Diversify Wealth Management, LLC | 29,678 | $2.11M | 0.16% | −1,672−5.3% | Reduced |
| Xcel Wealth Management, LLC | 29,569 | $2.12M | 0.66% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 29,573 | $2.12M | 0.07% | +2,407+8.9% | Added |
| Alaska Permanent Fund Corp | 29,947 | $2.13M | 0.03% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 29,654 | $2.13M | 1.22% | +19+0.1% | Added |
| Carret Asset Management, LLC | 29,722 | $2.13M | 0.24% | −175−0.6% | Reduced |
| Baker Avenue Asset Management, LP | 29,820 | $2.14M | 0.07% | +1,167+4.1% | Added |
| N.E.W. Advisory Services LLC | 29,836 | $2.14M | 0.16% | +1,420+5.0% | Added |
| David Loasby | 33,939 | $2.14M | 0.21% | +840+2.5% | Added |
| Moneta Group Investment Advisors LLC | 29,874 | $2.14M | 0.03% | +450+1.5% | Added |
| Marco Investment Management LLC | 29,951 | $2.15M | 0.20% | +450+1.5% | Added |
| Banco BTG Pactual S.A. | 30,000 | $2.15M | 0.54% | +1,889+6.7% | Added |
| Marks Group Wealth Management, Inc | 30,173 | $2.17M | 0.21% | −254−0.8% | Reduced |
| Johnson Investment Counsel Inc | 30,197 | $2.17M | 0.02% | −1,370−4.3% | Reduced |
| Scott & Selber, Inc. | 30,242 | $2.17M | 0.70% | +20+0.1% | Added |
| Truvestments Capital LLC | 30,332 | $2.18M | 0.47% | +29,618+4,148.2% | Added |
| Wilkinson Global Asset Management LLC | 30,400 | $2.18M | 0.14% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 30,420 | $2.18M | 0.19% | +143+0.5% | Added |
| Fidelis Capital Partners, LLC | 31,469 | $2.19M | 0.23% | −995−3.1% | Reduced |
| Granite Investment Partners, LLC | 30,587 | $2.20M | 0.11% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 30,619 | $2.20M | 2.11% | +262+0.9% | Added |
| Argus Investors' Counsel, Inc. | 30,870 | $2.22M | 1.69% | +40+0.1% | Added |
| Smith Shellnut Wilson LLC | 30,891 | $2.22M | 1.02% | +504+1.7% | Added |
| Great Lakes Retirement, Inc. | 30,989 | $2.22M | 0.29% | +126+0.4% | Added |
| Aspire Private Capital, LLC | 31,040 | $2.23M | 0.55% | +1,889+6.5% | Added |
| SeaBridge Investment Advisors LLC | 31,142 | $2.24M | 0.48% | +20,796+201.0% | Added |
| Schnieders Capital Management LLC | 31,219 | $2.24M | 0.48% | −2,410−7.2% | Reduced |
| Dynamic Advisor Solutions LLC | 31,375 | $2.25M | 0.07% | +31,375 | New |
| Applied Capital LLC | 31,440 | $2.26M | 1.81% | −160−0.5% | Reduced |
| Private Wealth Asset Management, LLC | 31,512 | $2.26M | 0.33% | +31,512 | New |
| Aptus Capital Advisors, LLC | 31,566 | $2.27M | 0.03% | +2,881+10.0% | Added |
| Westmount Partners, LLC | 31,626 | $2.27M | 0.69% | +274+0.9% | Added |
| We Are One Seven, LLC | 31,658 | $2.27M | 0.09% | +4,068+14.7% | Added |
| Auxier Asset Management | 31,787 | $2.28M | 0.34% | −155−0.5% | Reduced |
| Royal Fund Management, LLC | 31,884 | $2.29M | 0.27% | −31,752−49.9% | Reduced |
| YHB Investment Advisors, Inc. | 31,992 | $2.30M | 0.19% | −1,057−3.2% | Reduced |
| Grimes & Company, Inc. | 32,010 | $2.30M | 0.07% | −368−1.1% | Reduced |
| AF Advisors, Inc. | 32,040 | $2.30M | 0.44% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 32,056 | $2.30M | 2.63% | +16,315+103.6% | Added |
| Massachusetts Wealth Management | 32,117 | $2.31M | 1.58% | −360−1.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 32,150 | $2.31M | 1.13% | −28−0.1% | Reduced |
| Congress Park Capital LLC | 32,151 | $2.31M | 0.87% | +2,391+8.0% | Added |
| Arete Wealth Advisors, LLC | 41,050 | $2.31M | 0.18% | +16,817+69.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $2.31M | 0.73% | 00.0% | Unchanged |
| Stevens Capital Management LP | 32,349 | $2.32M | 0.58% | +32,349 | New |
| Silvant Capital Management LLC | 32,416 | $2.33M | 0.11% | +572+1.8% | Added |
| Shell Asset Management Co | 32,630 | $2.34M | 0.11% | −1,541−4.5% | Reduced |
| Roxbury Financial LLC | 29,976 | $2.35M | 2.30% | −493−1.6% | Reduced |
| Johnson Financial Group, Inc. | 32,744 | $2.35M | 0.12% | +1,079+3.4% | Added |
| Bennett Selby Investments LP | 32,760 | $2.35M | 0.93% | +184+0.6% | Added |
| Golden State Equity Partners | 32,871 | $2.36M | 0.47% | −40−0.1% | Reduced |
| GHP Investment Advisors, Inc. | 32,922 | $2.36M | 0.11% | +957+3.0% | Added |