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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 32,992 | $2.37M | 0.10% | −548−1.6% | Reduced |
| Cigna Investments Inc | 33,072 | $2.37M | 0.44% | −1,212−3.5% | Reduced |
| One Wealth Advisors, LLC | 33,102 | $2.38M | 0.35% | +5,374+19.4% | Added |
| Mount Yale Investment Advisors, LLC | 33,210 | $2.38M | 0.20% | +4,643+16.3% | Added |
| Brown Brothers Harriman & Co | 33,385 | $2.40M | 0.02% | −13,491−28.8% | Reduced |
| Neville Rodie & Shaw Inc | 33,423 | $2.40M | 0.19% | 00.0% | Unchanged |
| Stableford Capital II LLC | 37,090 | $2.40M | 1.02% | −31−0.1% | Reduced |
| Lummis Asset Management, LP | 33,751 | $2.42M | 1.68% | +6,192+22.5% | Added |
| Iams Wealth Management, LLC | 34,011 | $2.44M | 1.12% | −970−2.8% | Reduced |
| Miller Investment Management, LP | 34,082 | $2.45M | 0.27% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 34,193 | $2.45M | 0.17% | +33,299+3,724.7% | Added |
| QV Investors Inc. | 34,267 | $2.46M | 0.25% | −2,600−7.1% | Reduced |
| Atomi Financial Group, Inc. | 34,502 | $2.48M | 0.11% | +3,526+11.4% | Added |
| Diversified Trust Co | 34,587 | $2.48M | 0.06% | +119+0.3% | Added |
| Triangle Securities Wealth Management | 34,607 | $2.48M | 0.64% | −454−1.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 34,722 | $2.49M | 0.14% | −1,000−2.8% | Reduced |
| Chicago Partners Investment Group LLC | 34,129 | $2.50M | 0.08% | +2,066+6.4% | Added |
| Naviter Wealth, LLC | 35,596 | $2.52M | 0.30% | −6,910−16.3% | Reduced |
| Rehmann Capital Advisory Group | 35,299 | $2.53M | 0.16% | +2,978+9.2% | Added |
| Coppell Advisory Solutions LLC | 35,671 | $2.54M | 0.38% | −10,467−22.7% | Reduced |
| Central Pacific Bank - Trust Division | 35,383 | $2.54M | 0.35% | −6,187−14.9% | Reduced |
| Miracle Mile Advisors, LLC | 35,455 | $2.55M | 0.05% | +289+0.8% | Added |
| Wesbanco Bank Inc | 35,524 | $2.55M | 0.09% | −702−1.9% | Reduced |
| Venture Visionary Partners LLC | 35,870 | $2.58M | 0.11% | +13,002+56.9% | Added |
| Griffith & Werner, Inc. | 35,958 | $2.58M | 1.61% | +2,111+6.2% | Added |
| Keystone Wealth Services, LLC | 35,970 | $2.58M | 0.70% | +10.0% | Added |
| Leonteq Securities AG | 35,979 | $2.58M | 0.20% | +2,828+8.5% | Added |
| Ally Financial Inc. | 36,000 | $2.58M | 0.29% | 00.0% | Unchanged |
| NBT Bank N A | 36,037 | $2.59M | 0.19% | −8,252−18.6% | Reduced |
| Ronald Blue Trust, Inc. | 36,323 | $2.61M | 0.03% | +4,160+12.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 36,586 | $2.63M | 0.17% | +13,011+55.2% | Added |
| Capital Asset Advisory Services LLC | 36,368 | $2.63M | 0.13% | −8,637−19.2% | Reduced |
| First Citizens Bank & Trust Co | 36,632 | $2.63M | 0.07% | +778+2.2% | Added |
| American Money Management, LLC | 36,706 | $2.64M | 0.50% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 36,826 | $2.64M | 0.04% | −169−0.5% | Reduced |
| Benjamin Edwards Inc | 37,021 | $2.66M | 0.04% | −9,708−20.8% | Reduced |
| Centaurus Financial, Inc. | 37,058 | $2.66M | 0.16% | −71−0.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 37,064 | $2.66M | 0.05% | +19,333+109.0% | Added |
| Transform Wealth, LLC | 37,099 | $2.66M | 0.16% | −3,088−7.7% | Reduced |
| Aspen Grove Capital, LLC | 37,207 | $2.67M | 0.51% | −147−0.4% | Reduced |
| Legato Capital Management LLC | 37,484 | $2.69M | 0.36% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 37,485 | $2.69M | 0.12% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,714 | $2.71M | 0.41% | −25−0.1% | Reduced |
| Caas Capital Management LP | 37,926 | $2.72M | 1.29% | +23,307+159.4% | Added |
| SBI Securities Co., Ltd. | 38,155 | $2.74M | 0.09% | −44−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 38,236 | $2.74M | 0.05% | +13,355+53.7% | Added |
| Pring Turner Capital Group Inc | 38,322 | $2.75M | 1.71% | −908−2.3% | Reduced |
| Cunning Capital Partners, LP | 38,454 | $2.76M | 1.76% | −221−0.6% | Reduced |
| Tower Bridge Advisors | 38,476 | $2.76M | 0.31% | +3,030+8.5% | Added |
| Central Trust Co | 38,524 | $2.77M | 0.07% | −3,438−8.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 38,673 | $2.78M | 0.06% | −6,296−14.0% | Reduced |
| Oarsman Capital, Inc. | 38,725 | $2.78M | 0.50% | +316+0.8% | Added |
| United Asset Strategies, Inc. | 38,753 | $2.78M | 0.26% | −895−2.3% | Reduced |
| Fiduciary Family Office, LLC | 38,948 | $2.80M | 0.93% | +38,948 | New |
| Raiffeisen Bank International AG | 39,957 | $2.82M | 0.05% | +11,660+41.2% | Added |
| NWF Advisory Services Inc. | 39,575 | $2.84M | 0.40% | −3,244−7.6% | Reduced |
| Nebula Research & Development LLC | 39,741 | $2.85M | 0.26% | +24,532+161.3% | Added |
| Capital Investment Counsel, Inc | 39,808 | $2.86M | 0.43% | +460+1.2% | Added |
| NVWM, LLC | 39,832 | $2.86M | 0.76% | +10,159+34.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 39,871 | $2.86M | 0.68% | +797+2.0% | Added |
| Parallel Advisors, LLC | 39,882 | $2.86M | 0.06% | +2,655+7.1% | Added |
| IFP Advisors, Inc | 40,056 | $2.88M | 0.09% | −8,822−18.0% | Reduced |
| Inkwell Capital LLC | 40,203 | $2.89M | 3.15% | −7,827−16.3% | Reduced |
| SCS Capital Management LLC | 40,508 | $2.91M | 0.04% | +40,508 | New |
| Brookstone Capital Management | 40,630 | $2.92M | 0.04% | +22,954+129.9% | Added |
| Harvest Fund Management Co., Ltd | 41,259 | $2.93M | 0.15% | +22,258+117.1% | Added |
| Trust Asset Management LLC | 40,968 | $2.94M | 0.24% | −2,184−5.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 41,000 | $2.94M | 0.27% | +41,000 | New |
| Choate Investment Advisors | 41,014 | $2.94M | 0.07% | −5,333−11.5% | Reduced |
| Cidel Asset Management Inc | 41,017 | $2.94M | 0.19% | −3,617−8.1% | Reduced |
| KCM Investment Advisors LLC | 41,231 | $2.96M | 0.11% | −1,229−2.9% | Reduced |
| Foster Group, Inc. | 41,396 | $2.97M | 0.11% | +1,974+5.0% | Added |
| Sumitomo Life Insurance Co | 41,769 | $3.00M | 0.11% | −650−1.5% | Reduced |
| Avestar Capital, LLC | 41,801 | $3.00M | 0.29% | +1,947+4.9% | Added |
| RFG Advisory, LLC | 41,879 | $3.01M | 0.08% | +4,944+13.4% | Added |
| HF Advisory Group, LLC | 41,906 | $3.01M | 1.31% | +3,960+10.4% | Added |
| Pallas Capital Advisors LLC | 41,943 | $3.01M | 0.13% | +2,349+5.9% | Added |
| Voya Financial Advisors, Inc. | 42,791 | $3.02M | 0.33% | +2,714+6.8% | Added |
| Peoples Bank | 42,254 | $3.03M | 2.06% | −535−1.3% | Reduced |
| E Fund Management Co., Ltd. | 42,336 | $3.04M | 0.15% | +5,065+13.6% | Added |
| Gs Investments, Inc. | 42,400 | $3.04M | 1.43% | 00.0% | Unchanged |
| White Pine Capital LLC | 42,608 | $3.06M | 1.06% | −280−0.7% | Reduced |
| Alpha Cubed Investments, LLC | 42,647 | $3.06M | 0.14% | +6,467+17.9% | Added |
| F/M Investments LLC | 42,695 | $3.07M | 0.12% | −1,832−4.1% | Reduced |
| Argyle Capital Management Inc. | 42,796 | $3.07M | 1.14% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 42,821 | $3.07M | 0.22% | −440−1.0% | Reduced |
| Mach-1 Financial Group, Inc. | 42,839 | $3.08M | 0.92% | +37,143+652.1% | Added |
| Cullinan Associates Inc | 42,946 | $3.08M | 0.22% | +701+1.7% | Added |
| Ascent Group, LLC | 43,029 | $3.09M | 0.13% | −13,199−23.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 43,187 | $3.10M | 0.18% | −6,812−13.6% | Reduced |
| Vista Wealth Management Group, LLC | 43,279 | $3.11M | 0.20% | +297+0.7% | Added |
| WCG Wealth Advisors LLC | 43,651 | $3.13M | 0.24% | −3,984−8.4% | Reduced |
| Ballentine Partners, LLC | 43,680 | $3.14M | 0.05% | +2,391+5.8% | Added |
| National Asset Management, Inc. | 43,706 | $3.14M | 0.10% | +3,938+9.9% | Added |
| Smith, Salley & Associates | 43,808 | $3.14M | 0.21% | +1,474+3.5% | Added |
| D L Carlson Investment Group Inc | 44,219 | $3.17M | 0.61% | −836−1.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $3.18M | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 44,327 | $3.18M | 0.06% | −378−0.8% | Reduced |
| SWS Partners | 44,485 | $3.19M | 1.05% | −1,203−2.6% | Reduced |
| Angeles Wealth Management, LLC | 44,639 | $3.20M | 0.27% | +170+0.4% | Added |