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
- 2,560
- +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
- 982 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 | 2,828 | $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 |
|---|---|---|---|---|---|
| Medallion Wealth Advisors, LLC | 319 | $22.9K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 320 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 330 | $23.7K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 336 | $24.1K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 340 | $24.4K | 0.00% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 350 | $25.1K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 377 | $27.1K | 0.02% | −472−55.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 377 | $27.1K | 0.00% | +322+585.5% | Added |
| Mascoma Wealth Management LLC | 379 | $27.2K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 386 | $27.7K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 396 | $28.4K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 398 | $28.6K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 400 | $28.7K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 404 | $29.0K | 0.02% | +404 | New |
| Motco | 408 | $29.3K | 0.00% | +326+397.6% | Added |
| Rialto Wealth Management, LLC | 411 | $29.5K | 0.01% | +35+9.3% | Added |
| Strategic Investment Solutions, Inc. | 426 | $30.6K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 430 | $30.9K | 0.02% | 00.0% | Unchanged |
| 1248 Management, LLC | 436 | $31.3K | 0.01% | +436 | New |
| Nalls Sherbakoff Group, LLC | 440 | $31.6K | 0.03% | +440 | New |
| Tortoise Investment Management, LLC | 450 | $32.3K | 0.00% | −400−47.1% | Reduced |
| Parvin Asset Management, LLC | 450 | $32.3K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 452 | $32.4K | 0.01% | +100+28.4% | Added |
| MB, Levis & Associates, LLC | 466 | $33.4K | 0.02% | +47+11.2% | Added |
| Clark Wealth Partners | 469 | $33.6K | 0.02% | +2+0.4% | Added |
| Barrett & Company, Inc. | 477 | $34.3K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 478 | $34.3K | 0.01% | +478 | New |
| Arlington Trust Co LLC | 485 | $34.8K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 486 | $34.9K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 490 | $34.9K | 0.01% | +490 | New |
| McClarren Financial Advisors, Inc. | 506 | $35.0K | 0.02% | +74+17.1% | Added |
| Byrne Asset Management LLC | – | $35.2K | 0.03% | – | – |
| Park Place Capital Corp | 500 | $35.9K | 0.01% | −125−20.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 500 | $35.9K | 0.02% | +500 | New |
| Bradley & Co. Private Wealth Management, LLC | 521 | $37.4K | 0.03% | −13−2.4% | Reduced |
| HWG Holdings LP | 525 | $37.7K | 0.02% | +525 | New |
| Dunhill Financial, LLC | 527 | $37.8K | 0.02% | +31+6.3% | Added |
| Bank of Jackson Hole Trust | 505 | $39.6K | 0.03% | −227−31.0% | Reduced |
| St. Johns Investment Management Company, LLC | 553 | $39.7K | 0.02% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 558 | $40.1K | 0.04% | 00.0% | Unchanged |
| Lavaca Capital LLC | 562 | $40.3K | 0.02% | +150+36.4% | Added |
| True Wealth Design, LLC | 576 | $41.3K | 0.02% | +160+38.5% | Added |
| Hurley Capital, LLC | 581 | $41.7K | 0.03% | 00.0% | Unchanged |
| Binnacle Investments Inc | 583 | $41.9K | 0.03% | +583 | New |
| Opal Wealth Advisors, LLC | 598 | $42.9K | 0.01% | +598 | New |
| FSA Wealth Management LLC | 598 | $43.0K | 0.02% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 600 | $43.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 600 | $43.1K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 620 | $44.5K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 654 | $46.9K | 0.04% | −320−32.9% | Reduced |
| XY Capital Ltd | 657 | $47.2K | 0.03% | −248−27.4% | Reduced |
| Harbor Capital Advisors, Inc. | 686 | $49.0K | 0.00% | +513+296.5% | Added |
| Painted Porch Advisors LLC | 705 | $50.6K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 716 | $51.4K | 0.01% | −58−7.5% | Reduced |
| Hoese & Co LLP | 724 | $52.0K | 0.05% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 728 | $52.3K | 0.04% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 733 | $52.6K | 0.05% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 758 | $54.4K | 0.04% | +223+41.7% | Added |
| Avalon Trust Co | 770 | $55.3K | 0.00% | +770 | New |
| Fairscale Capital, LLC | 780 | $56.0K | 0.05% | 00.0% | Unchanged |
| BNP Paribas | 783 | $56.2K | 0.00% | +383+95.8% | Added |
| Private Wealth Management Group, LLC | 792 | $56.9K | 0.02% | +335+73.3% | Added |
| Valued Wealth Advisors LLC | 796 | $57.2K | 0.03% | +82+11.5% | Added |
| Advantage Trust Co | 800 | $57.4K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 804 | $57.7K | 0.01% | −161−16.7% | Reduced |
| Whipplewood Advisors, LLC | 869 | $58.6K | 0.03% | +65+8.1% | Added |
| BFSG, LLC | 816 | $58.6K | 0.01% | +44+5.7% | Added |
| Quest 10 Wealth Builders, Inc. | 818 | $58.7K | 0.06% | +21+2.6% | Added |
| Rakuten Securities, Inc. | 829 | $59.5K | 0.03% | +405+95.5% | Added |
| Alpine Bank Wealth Management | 833 | $59.8K | 0.01% | +833 | New |
| New England Capital Financial Advisors LLC | 839 | $60.2K | 0.03% | −205−19.6% | Reduced |
| Activest Wealth Management | 842 | $60.4K | 0.02% | +822+4,110.0% | Added |
| Signature Resources Capital Management, LLC | 851 | $61.1K | 0.05% | 00.0% | Unchanged |
| WPG Advisers, LLC | 865 | $62.1K | 0.06% | +326+60.5% | Added |
| Country Trust Bank | 868 | $62.3K | 0.00% | +90+11.6% | Added |
| Investors Research Corp | 879 | $63.1K | 0.01% | −8,607−90.7% | Reduced |
| REAP Financial Group, LLC | 882 | $63.3K | 0.02% | +187+26.9% | Added |
| Crowley Wealth Management, Inc. | 885 | $63.5K | 0.06% | +4+0.5% | Added |
| Vision Financial Markets LLC | 887 | $63.6K | 0.07% | +121+15.8% | Added |
| Security National Bank | 896 | $64.3K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 902 | $65.0K | 0.00% | −482−34.8% | Reduced |
| Sofos Investments, Inc. | 928 | $66.6K | 0.01% | +928 | New |
| Garde Capital, Inc. | 958 | $68.8K | 0.00% | +958 | New |
| Foster Dykema Cabot & Partners, LLC | 979 | $70.3K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,213 | $70.3K | 0.04% | −4,819−79.9% | Reduced |
| Battery Global Advisors, LLC | 1,000 | $71.8K | 0.04% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,000 | $71.8K | 0.02% | +1,000 | New |
| Redwood Park Advisors LLC | 1,003 | $72.0K | 0.06% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,006 | $72.2K | 0.02% | −24−2.3% | Reduced |
| BankPlus Trust Department | 1,028 | $73.8K | 0.02% | +528+105.6% | Added |
| Pittenger & Anderson Inc | 1,035 | $74.3K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1,038 | $74.5K | 0.04% | +42+4.2% | Added |
| Atticus Wealth Management, LLC | 1,050 | $75.4K | 0.02% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 1,050 | $75.4K | 0.05% | +1,050 | New |
| Optimum Investment Advisors | 1,076 | $77.2K | 0.04% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,089 | $78.2K | 0.02% | +409+60.1% | Added |
| ROSS\JOHNSON & Associates LLC | 1,126 | $80.8K | 1.39% | +27+2.5% | Added |
| Ramirez Asset Management, Inc. | 1,144 | $82.1K | 0.02% | −100−8.0% | Reduced |
| Frazier Financial Advisors, LLC | 1,144 | $82.1K | 0.06% | +2+0.2% | Added |
| Financial Perspectives, Inc | 1,183 | $84.9K | 0.03% | −210−15.1% | Reduced |