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
- 2,560
- +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 | 2,883 | $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 |
|---|---|---|---|---|---|
| Old Point Trust & Financial Services N A | 1,183 | $84.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,252 | $85.1K | 0.02% | +475+61.1% | Added |
| Beaird Harris Wealth Management, LLC | 1,199 | $86.1K | 0.01% | +75+6.7% | Added |
| Financial Freedom, LLC | 1,207 | $86.7K | 0.05% | +3+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,210 | $87.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $87.6K | 0.02% | −295−19.5% | Reduced |
| Manitou Investment Management Ltd. | 1,220 | $87.6K | 0.02% | +1,220 | New |
| Arcadia Investment Management Corp | 1,221 | $87.7K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,225 | $87.9K | 0.04% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,235 | $88.7K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,274 | $91.5K | 0.06% | +4+0.3% | Added |
| Clean Yield Group | 1,275 | $91.5K | 0.03% | −7−0.5% | Reduced |
| Union Savings Bank | 1,293 | $92.8K | 0.05% | 00.0% | Unchanged |
| Saudi Central Bank | 1,294 | $92.9K | 0.49% | +1,294 | New |
| TruNorth Capital Management, LLC | 1,300 | $93.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,300 | $93.3K | 0.02% | −131−9.2% | Reduced |
| Bogart Wealth, LLC | 1,313 | $94.2K | 0.00% | +196+17.5% | Added |
| Independence Bank of Kentucky | 1,324 | $95.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,346 | $96.6K | 0.07% | 00.0% | Unchanged |
| Family CFO Inc | 1,347 | $96.7K | 0.05% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,371 | $98.4K | 0.10% | −100−6.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,380 | $99.1K | 0.19% | +7+0.5% | Added |
| Rocky Mountain Advisers, LLC | 1,400 | $100.5K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,406 | $100.9K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,410 | $101.2K | 0.10% | +53+3.9% | Added |
| SJS Investment Consulting Inc. | 1,427 | $102.5K | 0.02% | +3+0.2% | Added |
| Ulland Investment Advisors, LLC | 1,435 | $103.0K | 0.09% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,484 | $103.5K | 0.04% | +1,484 | New |
| Centerpoint Advisors, LLC | 1,463 | $105.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 1,471 | $106.0K | 0.02% | +1,471 | New |
| Beacon Capital Management, LLC | 1,486 | $106.7K | 0.01% | +6+0.4% | Added |
| American National Bank | 1,491 | $107.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,513 | $108.6K | 0.07% | +1,513 | New |
| ORG Partners LLC | 1,533 | $109.8K | 0.03% | +266+21.0% | Added |
| Richards, Merrill & Peterson, Inc. | 1,532 | $110.0K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,542 | $110.7K | 0.03% | −38−2.4% | Reduced |
| Gen-Wealth Partners Inc | 1,546 | $111.0K | 0.05% | −161−9.4% | Reduced |
| Covestor Ltd | 1,541 | $111.0K | 0.07% | −1,101−41.7% | Reduced |
| Hollencrest Capital Management | 1,548 | $111.1K | 0.00% | −429−21.7% | Reduced |
| Cranbrook Wealth Management, LLC | 1,549 | $111.2K | 0.03% | +124+8.7% | Added |
| Prestige Wealth Management Group LLC | 1,604 | $115.2K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,626 | $116.7K | 0.04% | +57+3.6% | Added |
| Longview Financial Advisors LLC | 1,653 | $118.7K | 0.08% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,657 | $119.0K | 0.02% | +1,657 | New |
| Rogco, LP | 1,665 | $119.5K | 0.05% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,681 | $120.7K | 0.04% | +1,681 | New |
| First United Bank Trust | 1,695 | $121.7K | 0.05% | −25−1.5% | Reduced |
| First Community Trust NA | 1,704 | $122.3K | 0.11% | 00.0% | Unchanged |
| Riverview Trust Co | 1,710 | $122.8K | 0.12% | −78−4.4% | Reduced |
| Adirondack Trust Co | 1,714 | $123.0K | 0.05% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,729 | $124.1K | 0.12% | 00.0% | Unchanged |
| Key Financial Inc | 1,749 | $125.6K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,751 | $126.0K | 0.02% | +1,366+354.8% | Added |
| Glass Jacobson Investment Advisors llc | 1,795 | $126.1K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 1,788 | $128.4K | 0.05% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 1,809 | $129.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,806 | $129.7K | 0.01% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 1,825 | $131.0K | 0.07% | +1,825 | New |
| City Holding Co | 1,850 | $132.8K | 0.02% | +390+26.7% | Added |
| Glen Eagle Advisors, LLC | 1,878 | $134.9K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,891 | $135.8K | 0.01% | −50−2.6% | Reduced |
| McIlrath & Eck, LLC | 1,901 | $136.5K | 0.02% | +3+0.2% | Added |
| Northwest Capital Management Inc | 1,908 | $136.9K | 0.06% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $137.0K | 0.01% | 00.0% | Unchanged |
| Gagnon Securities LLC | 1,925 | $138.2K | 0.03% | −1,131−37.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,937 | $139.1K | 0.01% | −71−3.5% | Reduced |
| Osterweis Capital Management Inc | 1,993 | $143.1K | 0.01% | −760−27.6% | Reduced |
| Flagship Wealth Advisors, LLC | 2,000 | $143.6K | 0.06% | −191−8.7% | Reduced |
| Spirit of America Management Corp | 2,000 | $143.6K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,000 | $143.6K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,001 | $143.6K | 0.03% | −84−4.0% | Reduced |
| Trust Co | 2,003 | $143.8K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,012 | $144.4K | 0.05% | −148−6.9% | Reduced |
| Syntax Research, Inc. | 2,036 | $146.2K | 0.10% | 00.0% | Unchanged |
| Bank & Trust Co | 2,037 | $146.2K | 0.12% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 2,051 | $147.0K | 0.05% | +1,909+1,344.4% | Added |
| NewSquare Capital LLC | 2,061 | $148.0K | 0.01% | +676+48.8% | Added |
| Catalyst Capital Advisors LLC | 2,106 | $151.2K | 0.00% | +655+45.1% | Added |
| Global Financial Private Client, LLC | 2,118 | $152.1K | 0.06% | +90+4.4% | Added |
| Acropolis Investment Management, LLC | 2,133 | $153.1K | 0.01% | +28+1.3% | Added |
| Quest Partners LLC | 2,162 | $155.2K | 0.02% | +2,162 | New |
| Abound Wealth Management | 2,185 | $156.8K | 0.05% | +423+24.0% | Added |
| Armstrong Advisory Group, Inc | 2,235 | $157.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $157.5K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,200 | $157.9K | 0.08% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,267 | $162.7K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 2,360 | $169.4K | 0.02% | +463+24.4% | Added |
| Paladin Advisory Group, LLC | 2,408 | $172.9K | 0.14% | −2−0.1% | Reduced |
| Crews Bank & Trust | 2,437 | $175.0K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,444 | $175.5K | 0.03% | −1,226−33.4% | Reduced |
| CNB Bank | 2,475 | $177.7K | 0.09% | −76−3.0% | Reduced |
| American Capital Advisory, LLC | 2,499 | $179.4K | 0.10% | −357−12.5% | Reduced |
| Hemington Wealth Management | 2,520 | $180.0K | 0.03% | +156+6.6% | Added |
| Creative Financial Designs Inc | 2,520 | $180.9K | 0.01% | −311−11.0% | Reduced |
| Compass Financial Services Inc | 2,527 | $181.4K | 0.10% | +863+51.9% | Added |
| Pinnacle Holdings, LLC | 2,572 | $184.6K | 0.07% | −38−1.5% | Reduced |
| Missouri Trust & Investment Co | 2,605 | $187.0K | 0.07% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,610 | $187.4K | 0.01% | −396,135−99.3% | Reduced |
| New Millennium Group LLC | 2,625 | $188.4K | 0.12% | −5−0.2% | Reduced |
| Silicon Valley Capital Partners | 2,671 | $188.8K | 0.02% | +1,512+130.5% | Added |