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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 2,656 | $190.7K | 0.08% | +2,156+431.2% | Added |
| Rosenberg Matthew Hamilton | 2,694 | $193.4K | 0.05% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,734 | $196.3K | 0.26% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2,756 | $197.9K | 0.05% | +12+0.4% | Added |
| United Community Bank | 2,758 | $198.0K | 0.07% | −960−25.8% | Reduced |
| Park Square Financial Group, LLC | 2,767 | $198.7K | 0.16% | −27−1.0% | Reduced |
| Bell Investment Advisors, Inc | 2,785 | $199.9K | 0.04% | −292−9.5% | Reduced |
| Frederick Financial Consultants, LLC | 2,786 | $200.0K | 0.14% | +2,786 | New |
| Independent Wealth Network Inc. | 2,789 | $200.2K | 0.08% | −106−3.7% | Reduced |
| GDS Wealth Management | 2,790 | $200.3K | 0.02% | −192−6.4% | Reduced |
| JB Capital LLC | 2,791 | $200.4K | 0.01% | +2,791 | New |
| West Paces Advisors Inc. | 2,793 | $200.5K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,800 | $201.0K | 0.07% | +2,800 | New |
| WBH Advisory Inc | 2,800 | $201.0K | 0.02% | +2,800 | New |
| Ethos Financial Group, LLC | 2,851 | $201.0K | 0.02% | +484+20.4% | Added |
| Elk River Wealth Management, LLC | 2,800 | $201.0K | 0.04% | +2,800 | New |
| Richmond Investment Services, LLC | 2,804 | $201.3K | 0.11% | +2,804 | New |
| MGB Wealth Management, LLC | 2,819 | $201.6K | 0.07% | +2,819 | New |
| Powell Investment Advisors, LLC | 2,817 | $202.2K | 0.10% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 2,820 | $202.4K | 0.04% | +2,820 | New |
| Rodgers Brothers Inc. | 2,825 | $202.8K | 0.03% | +2,825 | New |
| Sandy Cove Advisors, LLC | 2,833 | $203.4K | 0.08% | +2,833 | New |
| L.M. Kohn & Company | 2,836 | $203.6K | 0.05% | +2,836 | New |
| Next Level Private LLC | 2,837 | $203.7K | 0.08% | +2,837 | New |
| Michels Family Financial, LLC | 2,837 | $203.7K | 0.18% | +2,837 | New |
| Optivise Advisory Services LLC | 2,850 | $204.6K | 0.11% | −209−6.8% | Reduced |
| Howard Financial Services, Ltd. | 2,852 | $204.7K | 0.03% | +2,852 | New |
| Sierra Ocean, LLC | 2,860 | $205.3K | 0.16% | +178+6.6% | Added |
| RW Investment Management LLC | 2,872 | $206.2K | 0.03% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 2,963 | $206.6K | 0.19% | −49−1.6% | Reduced |
| Scott Capital Advisors, LLC | 2,879 | $206.7K | 0.06% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,885 | $207.1K | 0.06% | −163−5.3% | Reduced |
| KWMG, LLC | 2,892 | $207.6K | 0.02% | +3+0.1% | Added |
| Hanlon Investment Management, Inc. | 2,897 | $208.0K | 0.16% | −346−10.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 2,904 | $208.5K | 0.02% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 2,909 | $208.8K | 0.05% | −82−2.7% | Reduced |
| von Borstel & Associates, Inc. | 2,918 | $209.0K | 0.06% | −32−1.1% | Reduced |
| Blalock Williams, LLC | 2,923 | $209.8K | 0.23% | +2,923 | New |
| Atwood & Palmer Inc | 2,925 | $210.0K | 0.01% | −1,500−33.9% | Reduced |
| Syverson Strege & Co | 2,928 | $210.2K | 0.07% | −20−0.7% | Reduced |
| American Trust | 2,934 | $210.6K | 0.05% | −169−5.4% | Reduced |
| Uptown Financial Advisors LLC | 2,940 | $211.1K | 0.22% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,958 | $212.0K | 0.07% | −639−17.8% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 2,949 | $212.0K | 0.10% | −60−2.0% | Reduced |
| Zhang Financial LLC | 2,954 | $212.0K | 0.01% | −2,492−45.8% | Reduced |
| Challenger Wealth Management | 2,955 | $212.1K | 0.17% | +2,955 | New |
| Old Mission Investment Co LLC | 2,959 | $212.4K | 0.06% | +28+1.0% | Added |
| FLC Capital Advisors | 2,965 | $212.9K | 0.05% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 2,966 | $212.9K | 0.08% | 00.0% | Unchanged |
| Foster & Motley Inc | 2,962 | $213.0K | 0.01% | −159−5.1% | Reduced |
| Asset Planning,Inc | 2,971 | $213.3K | 0.17% | +14+0.5% | Added |
| RDA Financial Network | 2,977 | $213.7K | 0.06% | −729−19.7% | Reduced |
| CPA Asset Management LLC | 2,980 | $213.9K | 0.09% | 00.0% | Unchanged |
| Balentine LLC | 2,984 | $214.2K | 0.01% | −266−8.2% | Reduced |
| CMG Global Holdings, LLC | 3,083 | $214.4K | 0.14% | −622−16.8% | Reduced |
| Mission Financial Group, LLC | 2,695 | $214.5K | 0.20% | +2,695 | New |
| North Capital, Inc. | 2,994 | $214.9K | 0.20% | +2,994 | New |
| Silver Oak Securities, Inc | 3,044 | $215.1K | 0.02% | +3,044 | New |
| Torray LLC | 3,000 | $215.4K | 0.03% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,000 | $215.4K | 0.07% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 3,000 | $215.4K | 0.02% | −2,394−44.4% | Reduced |
| Rappaport Reiches Capital Management, LLC | 3,003 | $215.6K | 0.05% | +3,003 | New |
| Trilogy Capital Inc. | 3,014 | $216.3K | 0.01% | +3,014 | New |
| Avenue 1 Advisors, LLC | 3,018 | $216.7K | 0.08% | −12−0.4% | Reduced |
| Ghe, LLC | 3,028 | $217.0K | 0.10% | +510+20.3% | Added |
| Hickory Point Bank & Trust | 3,027 | $217.3K | 0.19% | −115−3.7% | Reduced |
| Centennial Bank | 3,029 | $217.5K | 0.10% | −533−15.0% | Reduced |
| Strategic Planning Group, LLC | 3,036 | $218.0K | 0.04% | +145+5.0% | Added |
| Horst & Graben Wealth Management LLC | 3,045 | $218.6K | 0.04% | +190+6.7% | Added |
| Northcape Wealth Management, LLC | 3,047 | $218.7K | 0.07% | +7+0.2% | Added |
| Yukon Wealth Management, Inc. | 3,047 | $218.7K | 0.09% | +3,047 | New |
| Leelyn Smith, LLC | 3,050 | $219.0K | 0.04% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 3,060 | $219.7K | 0.06% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 3,064 | $220.0K | 0.04% | +377+14.0% | Added |
| MJP Associates Inc | 3,064 | $220.0K | 0.04% | −1,217−28.4% | Reduced |
| Advisory Resource Group | 3,068 | $220.2K | 0.04% | −160−5.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,070 | $220.4K | 0.06% | −68−2.2% | Reduced |
| Sculati Wealth Management, LLC | 3,074 | $220.7K | 0.09% | 00.0% | Unchanged |
| Apriem Advisors | 3,077 | $220.9K | 0.03% | +181+6.3% | Added |
| SOA Wealth Advisors, LLC. | 3,078 | $221.0K | 0.05% | +100+3.4% | Added |
| BSW Wealth Partners | 3,082 | $221.3K | 0.03% | −186−5.7% | Reduced |
| Northern Capital Management, Inc. | 3,084 | $221.4K | 0.14% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 3,086 | $221.5K | 0.05% | −166−5.1% | Reduced |
| Abundance Wealth Counselors | 3,093 | $222.0K | 0.05% | +3,093 | New |
| Genesis Private Wealth, LLC | 3,094 | $222.2K | 0.12% | +3,094 | New |
| West Financial Advisors, LLC | 3,106 | $222.9K | 0.04% | +5+0.2% | Added |
| Jessup Wealth Management, Inc | 3,106 | $223.0K | 0.09% | −88−2.8% | Reduced |
| AA Financial Advisors, LLC | 3,107 | $223.1K | 0.05% | −2,788−47.3% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 3,108 | $223.1K | 0.19% | +16+0.5% | Added |
| CM Wealth Advisors LLC | 3,110 | $223.3K | 0.07% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,115 | $224.0K | 0.10% | 00.0% | Unchanged |
| Embree Financial Group | 3,125 | $224.4K | 0.04% | +3,125 | New |
| Hummer Financial Advisory Services Inc | 3,126 | $224.4K | 0.18% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,132 | $224.8K | 0.02% | +174+5.9% | Added |
| Ames National Corp | 3,135 | $225.1K | 0.15% | +135+4.5% | Added |
| PharVision Advisers, LLC | 3,137 | $225.2K | 0.31% | −3,358−51.7% | Reduced |
| South Plains Financial, Inc. | 3,139 | $225.3K | 0.18% | −899−22.3% | Reduced |
| Northwest Bancshares, Inc. | 3,139 | $225.3K | 0.04% | 00.0% | Unchanged |
| Ironwood Financial, llc | 3,141 | $225.5K | 0.05% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,151 | $226.2K | 0.06% | +3,151 | New |