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 |
|---|---|---|---|---|---|
| Optimas Capital Ltd | 61,900 | $4.44M | 7.55% | +14,500+30.6% | Added |
| Signaturefd, LLC | 62,154 | $4.46M | 0.08% | +8,497+15.8% | Added |
| Equitable Holdings, Inc. | 62,752 | $4.50M | 0.04% | +9,144+17.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 62,901 | $4.52M | 0.05% | −130,655−67.5% | Reduced |
| Peapack Gladstone Financial Corp | 63,062 | $4.53M | 0.07% | +2,593+4.3% | Added |
| First National Advisers, LLC | 63,500 | $4.56M | 0.73% | −8,988−12.4% | Reduced |
| Boothbay Fund Management, LLC | 63,817 | $4.58M | 0.16% | +63,817 | New |
| SG Americas Securities, LLC | 63,977 | $4.59M | 0.02% | +57,963+963.8% | Added |
| Crestwood Advisors Group LLC | 64,030 | $4.60M | 0.09% | +23,753+59.0% | Added |
| Bessemer Group Inc | 64,247 | $4.61M | 0.01% | −105,244−62.1% | Reduced |
| Paradigm Asset Management Co LLC | 64,352 | $4.62M | 1.23% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 64,529 | $4.63M | 0.19% | −48,997−43.2% | Reduced |
| Quadrant Capital Group LLC | 64,627 | $4.64M | 0.17% | +25,160+63.7% | Added |
| Robinson Value Management, Ltd. | 64,874 | $4.66M | 3.01% | −450−0.7% | Reduced |
| Meeder Advisory Services, Inc. | 64,903 | $4.66M | 0.28% | +3,387+5.5% | Added |
| MUFG Securities Americas Inc. | 64,937 | $4.66M | 0.54% | +9,778+17.7% | Added |
| Bradley Foster & Sargent Inc | 65,851 | $4.73M | 0.08% | −969−1.5% | Reduced |
| Pinnacle Financial Partners Inc | 66,634 | $4.74M | 0.10% | +5,509+9.0% | Added |
| Clayton Partners LLC | 66,150 | $4.75M | 4.13% | −17,749−21.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 66,337 | $4.76M | 0.08% | −6,028−8.3% | Reduced |
| Daymark Wealth Partners, LLC | 66,515 | $4.78M | 0.21% | +991+1.5% | Added |
| Brighton Jones LLC | 66,624 | $4.78M | 0.15% | +391+0.6% | Added |
| Oppenheimer & Co Inc | 66,766 | $4.79M | 0.07% | +22,759+51.7% | Added |
| Headlands Technologies LLC | 67,118 | $4.82M | 0.55% | +7,938+13.4% | Added |
| Resources Investment Advisors, LLC. | 67,546 | $4.85M | 0.06% | −8,593−11.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 68,304 | $4.90M | 2.44% | −5,896−7.9% | Reduced |
| Strategic Global Advisors, LLC | 68,607 | $4.93M | 0.97% | +68,607 | New |
| Banco Santander, S.A. | 69,025 | $4.96M | 0.05% | −12,124−14.9% | Reduced |
| Bryn Mawr Trust Co | 69,060 | $4.96M | 0.09% | −1,370−1.9% | Reduced |
| Richard Bernstein Advisors LLC | 69,241 | $4.97M | 0.12% | −3,014−4.2% | Reduced |
| Brookmont Capital Management | 69,268 | $4.97M | 2.81% | −8,462−10.9% | Reduced |
| Flputnam Investment Management Co | 69,332 | $4.98M | 0.09% | +62,406+901.0% | Added |
| King Luther Capital Management Corp | 69,508 | $4.99M | 0.02% | −16,574−19.3% | Reduced |
| Eisler Capital Management Ltd. | 69,574 | $4.99M | 0.15% | +69,574 | New |
| Algert Global LLC | 69,722 | $5.01M | 0.12% | +12,793+22.5% | Added |
| Ritholtz Wealth Management | 70,298 | $5.05M | 0.15% | +4,209+6.4% | Added |
| AIA Group Ltd | 70,639 | $5.07M | 0.12% | +7,396+11.7% | Added |
| Culbertson A N & Co Inc | 71,276 | $5.12M | 0.82% | −130−0.2% | Reduced |
| R.H. Investment Group, LLC | 71,521 | $5.13M | 4.94% | −457−0.6% | Reduced |
| Bahl & Gaynor Inc | 72,293 | $5.19M | 0.03% | −745−1.0% | Reduced |
| Plato Investment Management Ltd | 71,572 | $5.19M | 0.44% | −11,354−13.7% | Reduced |
| L2 Asset Management, LLC | 72,400 | $5.20M | 1.07% | +17,198+31.2% | Added |
| Bard Financial Services, Inc. | 72,515 | $5.21M | 0.64% | −3,315−4.4% | Reduced |
| Hamilton Capital Partners Inc. | 73,199 | $5.25M | 0.34% | +5,825+8.6% | Added |
| Banque Cantonale Vaudoise | 73,483 | $5.28M | 0.23% | +73,483 | New |
| Morgan Dempsey Capital Management LLC | 73,643 | $5.29M | 2.21% | +73,643 | New |
| Weik Capital Management | 73,808 | $5.30M | 2.16% | −310−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 73,910 | $5.31M | 0.60% | −2,505−3.3% | Reduced |
| Synovus Financial Corp | 73,956 | $5.31M | 0.07% | −1,331−1.8% | Reduced |
| TD Private Client Wealth LLC | 74,041 | $5.32M | 0.15% | −788−1.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 74,304 | $5.33M | 0.09% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 74,811 | $5.37M | 3.17% | +120.0% | Added |
| Callan Family Office, LLC | 74,992 | $5.38M | 0.40% | −23,347−23.7% | Reduced |
| Bleakley Financial Group, LLC | 75,660 | $5.43M | 0.17% | +2,767+3.8% | Added |
| Vontobel Holding Ltd. | 75,921 | $5.45M | 0.02% | +29,870+64.9% | Added |
| Greenleaf Trust | 75,982 | $5.45M | 0.05% | +1,829+2.5% | Added |
| Barr E S & Co | 76,262 | $5.47M | 0.33% | −1,432−1.8% | Reduced |
| HighPoint Advisor Group LLC | 77,031 | $5.48M | 0.32% | +14,405+23.0% | Added |
| Trajan Wealth LLC | 76,965 | $5.53M | 0.30% | +9,275+13.7% | Added |
| NJ State Employees Deferred Compensation Plan | 77,000 | $5.53M | 0.71% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 77,052 | $5.53M | 0.50% | +35,057+83.5% | Added |
| Walleye Trading LLC | 77,186 | $5.54M | 0.16% | +58,582+314.9% | Added |
| United Services Automobile Association | 78,455 | $5.55M | 0.17% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 77,312 | $5.55M | 0.19% | −10,240−11.7% | Reduced |
| Twin Tree Management, LP | 78,610 | $5.64M | 0.12% | +78,610 | New |
| Envestnet Portfolio Solutions, Inc. | 78,758 | $5.65M | 0.02% | −50,546−39.1% | Reduced |
| Jupiter Asset Management Ltd | 79,053 | $5.68M | 0.05% | −72,420−47.8% | Reduced |
| Twin Capital Management Inc | 79,244 | $5.69M | 0.66% | −1,480−1.8% | Reduced |
| Horizon Investments, LLC | 79,739 | $5.69M | 0.17% | +419+0.5% | Added |
| Kingsview Wealth Management, LLC | 79,315 | $5.69M | 0.11% | +2,270+2.9% | Added |
| First National Bank of Omaha | 80,016 | $5.74M | 0.39% | −12,586−13.6% | Reduced |
| NBW Capital LLC | 80,067 | $5.75M | 1.27% | −25,609−24.2% | Reduced |
| Vident Advisory, LLC | 80,083 | $5.75M | 0.08% | −34,623−30.2% | Reduced |
| Oliver Luxxe Assets LLC | 80,418 | $5.77M | 1.07% | +74,516+1,262.6% | Added |
| Apollon Wealth Management, LLC | 80,437 | $5.77M | 0.13% | +2,069+2.6% | Added |
| Kessler Investment Group, LLC | 80,546 | $5.78M | 2.82% | +79,218+5,965.2% | Added |
| Woodward Diversified Capital, LLC | 81,054 | $5.82M | 4.12% | +398+0.5% | Added |
| Wedbush Securities Inc | 81,177 | $5.83M | 0.21% | +29,116+55.9% | Added |
| Independent Advisor Alliance | 81,932 | $5.88M | 0.19% | +4,960+6.4% | Added |
| Drucker Wealth 3.0, LLC | 82,002 | $5.89M | 1.30% | −5,601−6.4% | Reduced |
| Concurrent Investment Advisors, LLC | 82,050 | $5.89M | 0.14% | +37,004+82.1% | Added |
| Continental Advisors LLC | 83,106 | $5.97M | 4.43% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 83,157 | $5.97M | 0.20% | +9,224+12.5% | Added |
| Empower Advisory Group, LLC | 83,294 | $5.98M | 0.02% | −11,787−12.4% | Reduced |
| J.W. Cole Advisors, Inc. | 83,383 | $5.99M | 0.19% | +42,648+104.7% | Added |
| Lingohr & Partner Asset Management GmbH | 84,016 | $6.00M | 1.50% | +67,935+422.5% | Added |
| Stephens Inc | 83,612 | $6.00M | 0.09% | −3,700−4.2% | Reduced |
| Shelton Capital Management | 83,976 | $6.03M | 0.14% | −44,895−34.8% | Reduced |
| Morningstar Investment Services LLC | 84,523 | $6.07M | 1.11% | −92,733−52.3% | Reduced |
| Clearstead Advisors, LLC | 84,647 | $6.08M | 0.09% | −7,055−7.7% | Reduced |
| PEAK6 LLC | 84,845 | $6.09M | 0.24% | +7,801+10.1% | Added |
| Semmax Financial Advisors Inc. | 84,142 | $6.10M | 1.65% | +2,583+3.2% | Added |
| Mill Capital Management, LLC | 85,155 | $6.11M | 0.49% | −300−0.4% | Reduced |
| Olstein Capital Management, L.P. | 85,716 | $6.15M | 1.13% | −3,284−3.7% | Reduced |
| Hodges Capital Management Inc. | 86,098 | $6.18M | 0.62% | −13,514−13.6% | Reduced |
| Mission Wealth Management, LP | 86,381 | $6.20M | 0.16% | +702+0.8% | Added |
| Wesleyan Assurance Society | 86,500 | $6.21M | 0.46% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 86,606 | $6.22M | 0.12% | +46,541+116.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 86,924 | $6.24M | 0.42% | −13,675−13.6% | Reduced |
| Farther Finance Advisors, LLC | 87,794 | $6.26M | 0.16% | +8,252+10.4% | Added |