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 |
|---|---|---|---|---|---|
| Connable Office Inc | 44,729 | $3.21M | 0.34% | −18,178−28.9% | Reduced |
| S&CO Inc | 44,803 | $3.22M | 0.22% | −8,855−16.5% | Reduced |
| Capital Investment Advisors, LLC | 44,955 | $3.23M | 0.06% | −2,103−4.5% | Reduced |
| Kuhn & Co Investment Counsel | 45,003 | $3.23M | 2.72% | +61+0.1% | Added |
| Capstone Investment Advisors, LLC | 45,584 | $3.27M | 0.03% | +4,918+12.1% | Added |
| Union Heritage Capital, LLC | 45,970 | $3.30M | 1.23% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 45,995 | $3.30M | 0.34% | +55+0.1% | Added |
| Gladstone Institutional Advisory LLC | 46,029 | $3.30M | 0.15% | +5,342+13.1% | Added |
| Stonegate Investment Group, LLC | 46,096 | $3.31M | 0.09% | +60+0.1% | Added |
| Welch & Forbes LLC | 46,194 | $3.32M | 0.04% | −169−0.4% | Reduced |
| Clear Harbor Asset Management, LLC | 46,623 | $3.35M | 0.27% | −6,526−12.3% | Reduced |
| Twin City Private Wealth, LLC | 46,640 | $3.35M | 2.95% | −422−0.9% | Reduced |
| Profund Advisors LLC | 46,650 | $3.35M | 0.15% | −4,991−9.7% | Reduced |
| Joel Isaacson & Co., LLC | 46,844 | $3.36M | 0.15% | +1,367+3.0% | Added |
| GAMMA Investing LLC | 47,264 | $3.39M | 0.25% | +4,786+11.3% | Added |
| Somerset Group LLC | 47,500 | $3.41M | 3.10% | −129−0.3% | Reduced |
| Trust Point Inc. | 48,040 | $3.45M | 0.31% | −4,687−8.9% | Reduced |
| Shayne & Co., LLC | 48,177 | $3.46M | 0.85% | +7,200+17.6% | Added |
| Quinn Opportunity Partners LLC | 48,471 | $3.48M | 0.24% | −9,000−15.7% | Reduced |
| Transcend Wealth Collective, LLC | 48,504 | $3.48M | 0.25% | −1,055−2.1% | Reduced |
| Fiduciary Trust Co | 48,729 | $3.50M | 0.05% | +1,118+2.3% | Added |
| Moors & Cabot, Inc. | 48,763 | $3.50M | 0.18% | +489+1.0% | Added |
| IMS Capital Management | 48,776 | $3.50M | 1.77% | −357−0.7% | Reduced |
| Cohen Investment Advisors LLC | 49,134 | $3.53M | 2.05% | +4,770+10.8% | Added |
| Asio Capital, LLC | 49,389 | $3.55M | 0.69% | +629+1.3% | Added |
| Robertson Stephens Wealth Management, LLC | 49,393 | $3.55M | 0.13% | −2,412−4.7% | Reduced |
| Qtron Investments LLC | 49,460 | $3.55M | 0.53% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 49,615 | $3.56M | 0.10% | +553+1.1% | Added |
| OneAscent Financial Services LLC | 49,874 | $3.57M | 0.23% | +23,485+89.0% | Added |
| Wolverine Trading, LLC | 50,561 | $3.57M | 0.11% | −29,200−36.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 49,915 | $3.58M | 0.05% | −1,110−2.2% | Reduced |
| Verdence Capital Advisors LLC | 50,046 | $3.59M | 0.27% | −2,761−5.2% | Reduced |
| Geneos Wealth Management Inc. | 50,245 | $3.61M | 0.12% | +2,710+5.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,295 | $3.61M | 0.14% | −5,920−10.5% | Reduced |
| Montag A & Associates Inc | 50,375 | $3.62M | 0.18% | −2,308−4.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 50,400 | $3.62M | 1.26% | +400+0.8% | Added |
| SOL Capital Management CO | 50,513 | $3.63M | 0.40% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 50,550 | $3.63M | 0.82% | +50,550 | New |
| Cornercap Investment Counsel Inc | 50,657 | $3.64M | 1.91% | −536−1.0% | Reduced |
| Stonebridge Capital Advisors LLC | 50,668 | $3.64M | 0.30% | −784−1.5% | Reduced |
| 44 Wealth Management LLC | 50,673 | $3.64M | 1.37% | +161+0.3% | Added |
| Pavion Blue Capital, LLC | 50,676 | $3.64M | 1.73% | −96−0.2% | Reduced |
| Regions Financial Corp | 50,724 | $3.64M | 0.03% | −9,154−15.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 50,725 | $3.64M | 0.97% | +50,725 | New |
| Axxcess Wealth Management, LLC | 50,725 | $3.64M | 0.10% | −23,852−32.0% | Reduced |
| Buckingham Strategic Partners | 50,862 | $3.65M | 0.06% | +1,812+3.7% | Added |
| FineMark National Bank & Trust | 50,946 | $3.66M | 0.13% | −92−0.2% | Reduced |
| Simplicity Wealth,LLC | 51,093 | $3.67M | 0.29% | +31,716+163.7% | Added |
| Portside Wealth Group, LLC | 51,190 | $3.67M | 0.60% | −5,398−9.5% | Reduced |
| Cynosure Management, LLC | 51,198 | $3.68M | 0.51% | −51,198−50.0% | Reduced |
| 3Chopt Investment Partners, LLC | 51,290 | $3.68M | 0.96% | +3,568+7.5% | Added |
| Norden Group LLC | 51,397 | $3.69M | 0.42% | −3,179−5.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 51,878 | $3.72M | 0.74% | +587+1.1% | Added |
| Perkins Coie Trust Co | 51,977 | $3.73M | 0.85% | +1,914+3.8% | Added |
| Coldstream Capital Management Inc | 52,105 | $3.74M | 0.08% | +2,033+4.1% | Added |
| Fieldview Capital Management, LLC | 52,127 | $3.74M | 0.53% | +30,030+135.9% | Added |
| La Banque Postale Asset Management SA | 52,145 | $3.74M | 0.06% | −1,071−2.0% | Reduced |
| Huntington National Bank | 52,150 | $3.74M | 0.03% | −2,811−5.1% | Reduced |
| Quad-Cities Investment Group, LLC | 52,375 | $3.76M | 1.85% | −201−0.4% | Reduced |
| Associated Banc-Corp | 52,656 | $3.78M | 0.12% | +826+1.6% | Added |
| Convergence Investment Partners, LLC | 52,678 | $3.78M | 1.05% | −6,691−11.3% | Reduced |
| Sigma Planning Corp | 53,212 | $3.82M | 0.12% | +3,781+7.6% | Added |
| Focus Financial Network, Inc. | 53,434 | $3.84M | 0.16% | +309+0.6% | Added |
| IMC-Chicago, LLC | 53,570 | $3.85M | 0.15% | −57,934−52.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 53,680 | $3.85M | 0.20% | +4,379+8.9% | Added |
| Prudential PLC | 54,086 | $3.88M | 0.02% | −49,313−47.7% | Reduced |
| Guardian Partners Inc. | 57,347 | $3.90M | 0.40% | −1,926−3.2% | Reduced |
| Wynn Capital, LLC | 54,736 | $3.93M | 2.33% | +12,245+28.8% | Added |
| Two Sigma Investments, LP | 55,001 | $3.95M | 0.01% | −458−0.8% | Reduced |
| Mitchell Sinkler & Starr | 55,125 | $3.96M | 1.11% | 00.0% | Unchanged |
| Haverford Trust Co | 55,152 | $3.96M | 0.04% | +833+1.5% | Added |
| Checchi Capital Advisers, LLC | 55,495 | $3.98M | 0.28% | +1,182+2.2% | Added |
| Advisors Asset Management, Inc. | 55,584 | $3.99M | 0.07% | +404+0.7% | Added |
| New Age Alpha Advisors, LLC | 55,883 | $4.01M | 0.18% | −10,022−15.2% | Reduced |
| Forum Financial Management, LP | 56,088 | $4.03M | 0.07% | +192+0.3% | Added |
| Sterling Capital Management LLC | 56,609 | $4.06M | 0.06% | −11,547−16.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 56,640 | $4.07M | 0.27% | +270.0% | Added |
| DMKC Advisory Services, LLC | 56,664 | $4.07M | 3.66% | −150.0% | Reduced |
| Fayez Sarofim & Co | 56,853 | $4.08M | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 56,911 | $4.09M | 0.19% | +53,362+1,503.6% | Added |
| Parcion Private Wealth LLC | 56,916 | $4.09M | 0.33% | +82+0.1% | Added |
| Signet Financial Management, LLC | 57,123 | $4.10M | 0.55% | +207+0.4% | Added |
| Thoroughbred Financial Services, LLC | 57,130 | $4.10M | 0.26% | +1,753+3.2% | Added |
| Bank of Stockton | 57,183 | $4.11M | 1.31% | −2,293−3.9% | Reduced |
| Lee Danner & Bass Inc | 57,896 | $4.16M | 0.34% | −500−0.9% | Reduced |
| CWA Asset Management Group, LLC | 58,047 | $4.17M | 0.20% | +9,537+19.7% | Added |
| Ethic Inc. | 58,629 | $4.18M | 0.08% | +4,581+8.5% | Added |
| Pitcairn Co | 58,592 | $4.21M | 0.25% | −2,287−3.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 58,689 | $4.21M | 0.57% | +2,817+5.0% | Added |
| RNC Capital Management LLC | 58,953 | $4.23M | 0.22% | +14,477+32.6% | Added |
| Verition Fund Management LLC | 59,263 | $4.25M | 0.02% | −310,882−84.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 59,274 | $4.26M | 0.05% | +18,727+46.2% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 59,542 | $4.27M | 2.31% | 00.0% | Unchanged |
| BWM Planning, LLC | 60,015 | $4.31M | 1.82% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 60,437 | $4.34M | 0.40% | +4,409+7.9% | Added |
| Van Eck Associates Corp | 60,714 | $4.36M | 0.01% | −1,114−1.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 61,555 | $4.42M | 0.06% | −148−0.2% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 61,721 | $4.43M | 0.60% | +61,721 | New |
| Oldfather Financial Services, LLC | 61,724 | $4.43M | 1.68% | +2,119+3.6% | Added |
| Balance Wealth, LLC | 61,824 | $4.44M | 2.88% | +61,824 | New |