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 |
|---|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 3,156 | $226.6K | 0.01% | +62+2.0% | Added |
| Baldwin Investment Management, LLC | 3,158 | $226.7K | 0.03% | +5+0.2% | Added |
| Cozad Asset Management Inc | 3,160 | $226.9K | 0.02% | −723−18.6% | Reduced |
| Forza Wealth Management, LLC | 3,164 | $227.1K | 0.10% | 00.0% | Unchanged |
| Bank of Hawaii | 3,167 | $227.4K | 0.01% | −790−20.0% | Reduced |
| State of Wyoming | 3,177 | $228.1K | 0.03% | +3,177 | New |
| City State Bank | 3,179 | $228.2K | 0.08% | −200−5.9% | Reduced |
| Brave Asset Management Inc | 3,187 | $228.8K | 0.07% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3,198 | $229.6K | 0.02% | −55−1.7% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 3,198 | $229.6K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 3,205 | $230.1K | 0.04% | +300+10.3% | Added |
| Investment Advisory Group, LLC | 3,207 | $230.2K | 0.08% | +10.0% | Added |
| WealthPLAN Partners, LLC | 3,211 | $230.5K | 0.03% | +27+0.8% | Added |
| Goldstone Financial Group, LLC | 3,224 | $231.4K | 0.04% | +10.0% | Added |
| Capstone Financial Advisors, Inc. | 3,227 | $231.7K | 0.01% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 3,229 | $231.8K | 0.09% | +214+7.1% | Added |
| Wealth Dimensions Group, Ltd. | 3,241 | $232.7K | 0.06% | +246+8.2% | Added |
| Financial Advisory Corp | 3,248 | $233.0K | 0.07% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 3,248 | $233.2K | 0.10% | −535−14.1% | Reduced |
| Builder Investment Group Inc | 3,250 | $233.3K | 0.07% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 3,250 | $233.3K | 0.05% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,256 | $233.7K | 0.05% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 3,269 | $234.7K | 0.04% | +3,269 | New |
| Pacific Sage Partners, LLC | 3,271 | $234.8K | 0.05% | +2+0.1% | Added |
| Hara Capital LLC | 3,273 | $235.0K | 0.16% | +31+1.0% | Added |
| Aletheian Wealth Advisors LLC | 3,275 | $235.1K | 0.13% | −32−1.0% | Reduced |
| BXM Wealth LLC | 3,276 | $235.2K | 0.28% | 00.0% | Unchanged |
| WT Wealth Management | 3,276 | $235.2K | 0.08% | +3,276 | New |
| Lifeworks Advisors, LLC | 3,285 | $235.9K | 0.04% | −441−11.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,289 | $236.1K | 0.04% | −263−7.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,291 | $236.3K | 0.07% | −135−3.9% | Reduced |
| Tempus Wealth Planning, LLC | 3,291 | $236.3K | 0.07% | 00.0% | Unchanged |
| Washington Capital Management Inc | 3,300 | $236.9K | 0.19% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,315 | $238.0K | 0.10% | −77−2.3% | Reduced |
| Bangor Savings Bank | 3,318 | $238.2K | 0.02% | −4−0.1% | Reduced |
| D'Orazio & Associates, Inc. | 3,320 | $238.3K | 0.04% | +3,320 | New |
| Finer Wealth Management, Inc. | 3,326 | $238.8K | 0.14% | −56−1.7% | Reduced |
| Granite Harbor Advisors, Inc. | 3,326 | $238.8K | 0.13% | +102+3.2% | Added |
| Capital Advisors, Ltd. LLC | 3,332 | $239.0K | 0.03% | −2−0.1% | Reduced |
| Cedar Point Capital Partners, LLC | 3,332 | $239.2K | 0.16% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 3,335 | $239.4K | 0.03% | −63,947−95.0% | Reduced |
| Citizens Business Bank | 3,344 | $240.1K | 0.05% | – | – |
| United Bank | 3,358 | $241.1K | 0.10% | +10.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,362 | $241.4K | 0.07% | +139+4.3% | Added |
| Convergence Financial, LLC | 3,368 | $241.8K | 0.05% | +344+11.4% | Added |
| Claret Asset Management Corp | 3,365 | $242.0K | 0.03% | −37−1.1% | Reduced |
| Rise Advisors, LLC | 3,372 | $242.1K | 0.11% | +52+1.6% | Added |
| Strategic Financial Services, Inc, | 3,393 | $243.6K | 0.01% | +332+10.8% | Added |
| New Jersey Better Educational Savings Trust | 3,398 | $243.9K | 0.47% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,400 | $244.0K | 0.00% | +3,400 | New |
| SFE Investment Counsel | 3,399 | $244.0K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,406 | $244.5K | 0.01% | +60+1.8% | Added |
| Consilio Wealth Advisors, LLC | 3,409 | $244.7K | 0.10% | +200+6.2% | Added |
| BetterWealth, LLC | 3,421 | $245.6K | 0.07% | +103+3.1% | Added |
| Capital Advisors Wealth Management, LLC | 3,433 | $246.4K | 0.04% | +5+0.1% | Added |
| Power Wealth Management LLC | 3,438 | $246.8K | 0.10% | −792−18.7% | Reduced |
| Braun-Bostich & Associates Inc. | 3,439 | $246.9K | 0.18% | −59−1.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,440 | $247.0K | 0.08% | −50−1.4% | Reduced |
| Planned Solutions, Inc. | 3,440 | $247.0K | 0.10% | +300+9.6% | Added |
| Up Strategic Wealth Investment Advisors LLC | 3,441 | $247.0K | 0.22% | +3,441 | New |
| Amarillo National Bank | 3,450 | $247.7K | 0.05% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 3,452 | $247.8K | 0.26% | −10−0.3% | Reduced |
| Powers Advisory Group, LLC | 3,452 | $247.8K | 0.12% | +11+0.3% | Added |
| Liberty Square Wealth Partners LLC | 3,465 | $248.8K | 0.09% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,468 | $249.0K | 0.03% | −65−1.8% | Reduced |
| Sprinkle Financial Consultants LLC | 3,473 | $249.3K | 0.16% | 00.0% | Unchanged |
| Northstar Group, Inc. | 3,474 | $249.4K | 0.04% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,476 | $249.5K | 0.02% | 00.0% | Unchanged |
| McMill Wealth Management | 3,479 | $249.8K | 0.09% | +30+0.9% | Added |
| First Interstate Bank | 3,486 | $250.3K | 0.01% | −227−6.1% | Reduced |
| Atlas Legacy Advisors, LLC | 3,486 | $250.3K | 0.06% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 3,444 | $251.2K | 0.13% | −1,361−28.3% | Reduced |
| Custom Index Systems, LLC | 3,500 | $251.3K | 0.13% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 3,504 | $251.6K | 0.25% | +214+6.5% | Added |
| Tobam | 3,506 | $252.0K | 0.11% | −6,703−65.7% | Reduced |
| LifePlan Financial, LLC | 3,520 | $252.7K | 0.22% | −1,096−23.7% | Reduced |
| Lifelong Wealth Advisors, Inc. | 3,526 | $253.1K | 0.12% | +3,526 | New |
| Motive Wealth Advisors | 3,526 | $253.1K | 0.14% | +93+2.7% | Added |
| W Advisors, LLC | 3,531 | $253.5K | 0.16% | +3,531 | New |
| Wealth Group, Ltd. | 3,554 | $255.0K | 0.17% | −393−10.0% | Reduced |
| Catalina Capital Group, LLC | 3,554 | $255.2K | 0.17% | −7,115−66.7% | Reduced |
| Magnolia Capital Advisors LLC | 3,568 | $256.2K | 0.07% | −196−5.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,579 | $256.9K | 0.06% | +120+3.5% | Added |
| Greenwood Gearhart Inc | 3,590 | $257.7K | 0.02% | −271−7.0% | Reduced |
| V-Square Quantitative Management LLC | 3,591 | $257.8K | 0.04% | +36+1.0% | Added |
| SWP Financial LLC | 3,597 | $258.2K | 0.16% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 3,601 | $258.5K | 0.08% | −1,175−24.6% | Reduced |
| Madrona Financial Services, LLC | 3,618 | $259.7K | 0.07% | −50−1.4% | Reduced |
| Eagle Wealth Strategies LLC | 3,619 | $259.8K | 0.16% | +7+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 3,620 | $259.9K | 0.04% | −889−19.7% | Reduced |
| Boston Family Office LLC | 3,623 | $260.0K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 3,637 | $261.1K | 0.07% | −159−4.2% | Reduced |
| Beacon Financial Advisory LLC | 3,637 | $261.1K | 0.08% | +50+1.4% | Added |
| Seed Wealth Management, Inc. | 3,643 | $261.5K | 0.21% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 3,650 | $262.0K | 0.10% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,651 | $262.1K | 0.14% | +530+17.0% | Added |
| Endowment Wealth Management, Inc. | 3,660 | $262.7K | 0.17% | +40+1.1% | Added |
| Carbahal Olsen Financial Services Group, LLC | 3,660 | $262.8K | 0.25% | −660−15.3% | Reduced |
| Wealthquest Corp | 3,676 | $263.9K | 0.02% | −60−1.6% | Reduced |
| Wealth Management Partners, LLC | 3,677 | $264.0K | 0.12% | −3,037−45.2% | Reduced |