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 |
|---|---|---|---|---|---|
| Meadow Creek Wealth Advisors LLC | 3,683 | $264.4K | 0.20% | −9−0.2% | Reduced |
| Wedgewood Investors Inc | 3,684 | $264.5K | 0.31% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,688 | $264.8K | 0.14% | −1,070−22.5% | Reduced |
| Ayrshire Capital Management LLC | 3,700 | $265.6K | 0.13% | −2,800−43.1% | Reduced |
| 10Elms LLP | 3,701 | $265.7K | 0.27% | +1,100+42.3% | Added |
| Capital Management Associates, Inc | 3,704 | $265.9K | 0.06% | +136+3.8% | Added |
| Ashton Thomas Securities, LLC | 3,730 | $267.8K | 0.07% | +52+1.4% | Added |
| Outlook Wealth Advisors, LLC | 3,740 | $268.5K | 0.07% | +50+1.4% | Added |
| Affinity Capital Advisors, LLC | 4,307 | $269.2K | 0.05% | +147+3.5% | Added |
| Acorn Wealth Advisors, LLC | 3,757 | $269.7K | 0.11% | −210−5.3% | Reduced |
| Seeds Investor LLC | 3,765 | $270.3K | 0.08% | −659−14.9% | Reduced |
| Grove Street Fiduciary, LLC | 3,766 | $270.4K | 0.14% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,783 | $271.0K | 0.00% | −8,886−70.1% | Reduced |
| Victory Financial Group, LLC | 3,808 | $271.2K | 0.05% | +831+27.9% | Added |
| Walkner Condon Financial Advisors LLC | 3,778 | $271.2K | 0.05% | +271+7.7% | Added |
| Capital Advisors Inc | 3,784 | $271.6K | 0.01% | +614+19.4% | Added |
| New Covenant Trust Company, N.A. | 3,845 | $271.8K | 0.29% | −317−7.6% | Reduced |
| Brio Consultants, LLC | 3,796 | $272.5K | 0.04% | +27+0.7% | Added |
| HRC Wealth Management, LLC | 3,800 | $272.8K | 0.17% | +11+0.3% | Added |
| Alan B. Lancz & Associates, Inc. | 3,800 | $272.8K | 0.29% | −1,000−20.8% | Reduced |
| Centennial Wealth Advisory LLC | 3,805 | $273.2K | 0.10% | +280+7.9% | Added |
| denkapparat Operations GmbH | 3,810 | $273.5K | 0.29% | −9,488−71.3% | Reduced |
| Financial Network Wealth Advisors LLC | 3,815 | $273.9K | 0.36% | +477+14.3% | Added |
| United Wealth Management, LLC | 3,818 | $274.1K | 0.09% | −980−20.4% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,824 | $274.6K | 0.20% | +2+0.1% | Added |
| Petix & Botte Co | 3,828 | $274.8K | 0.07% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 3,839 | $275.6K | 0.07% | +96+2.6% | Added |
| Octavia Wealth Advisors, LLC | 3,844 | $276.0K | 0.03% | −189−4.7% | Reduced |
| Guardian Wealth Management, Inc. | 3,858 | $277.0K | 0.18% | +6+0.2% | Added |
| Cooper Capital Advisors LLC | 3,867 | $277.6K | 0.30% | −145−3.6% | Reduced |
| Sax Wealth Advisors, LLC | 3,869 | $277.7K | 0.02% | +3,869 | New |
| X-Square Capital, LLC | 3,866 | $278.0K | 0.12% | +9+0.2% | Added |
| Vicus Capital | 3,873 | $278.1K | 0.03% | −884−18.6% | Reduced |
| Trustmark National Bank Trust Department | 3,878 | $278.4K | 0.02% | +170+4.6% | Added |
| CRA Financial Services, LLC | 3,879 | $278.5K | 0.05% | +962+33.0% | Added |
| Colonial Trust Advisors | 3,880 | $278.5K | 0.02% | +75+2.0% | Added |
| Fedenia Advisers LLC | 3,897 | $279.8K | 0.18% | +3,897 | New |
| Paradigm Capital Management, LLC | 3,914 | $281.0K | 0.29% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 3,919 | $281.3K | 0.01% | +3,919 | New |
| City Center Advisors, LLC | 3,926 | $281.8K | 0.33% | +82+2.1% | Added |
| GW&K Investment Management, LLC | 3,929 | $282.0K | 0.00% | −515−11.6% | Reduced |
| Regal Investment Advisors LLC | 3,930 | $282.1K | 0.02% | −149−3.7% | Reduced |
| TCI Wealth Advisors, Inc. | 3,941 | $282.9K | 0.02% | −507−11.4% | Reduced |
| Barnes Wealth Management Group, Inc | 3,944 | $283.1K | 0.18% | +3,944 | New |
| Ellenbecker Investment Group | 3,944 | $283.1K | 0.05% | +19+0.5% | Added |
| Towerpoint Wealth, LLC | 3,946 | $283.3K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 3,955 | $283.9K | 0.10% | 00.0% | Unchanged |
| Apexium Financial, LP | 3,960 | $284.3K | 0.02% | −8,976−69.4% | Reduced |
| Impact Capital Partners LLC | 3,968 | $284.9K | 0.10% | +252+6.8% | Added |
| Omnia Family Wealth, LLC | 3,989 | $286.4K | 0.12% | +3,989 | New |
| Capital Analysts, LLC | 4,003 | $287.0K | 0.01% | +4+0.1% | Added |
| HC Advisors, LLC | 3,999 | $287.1K | 0.22% | −849−17.5% | Reduced |
| United Bank | 4,000 | $287.2K | 0.04% | 00.0% | Unchanged |
| Epiq Partners, LLC | 4,000 | $287.2K | 0.15% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 4,002 | $287.3K | 0.01% | +2,540+173.7% | Added |
| Guyasuta Investment Advisors Inc | 4,005 | $287.5K | 0.02% | −1,459−26.7% | Reduced |
| James Hambro & Partners | 4,019 | $288.5K | 0.01% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 4,024 | $288.9K | 0.17% | +724+21.9% | Added |
| Peddock Capital Advisors, LLC | 4,024 | $288.9K | 0.07% | +119+3.0% | Added |
| Front Street Capital Management, Inc. | 4,030 | $289.0K | 0.06% | −4,225−51.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,030 | $289.3K | 0.08% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 4,035 | $289.7K | 0.12% | +182+4.7% | Added |
| Camden National Bank | 4,039 | $290.0K | 0.04% | +173+4.5% | Added |
| Hazlett, Burt & Watson, Inc. | 4,034 | $290.0K | 0.13% | +865+27.3% | Added |
| First Pacific Financial | 4,045 | $290.4K | 0.06% | +166+4.3% | Added |
| Twin Focus Capital Partners, LLC | 4,047 | $290.5K | 0.05% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 4,047 | $290.5K | 0.07% | +113+2.9% | Added |
| Grove Bank & Trust | 4,048 | $290.6K | 0.04% | +957+31.0% | Added |
| Centurion Wealth Management LLC | 4,139 | $290.7K | 0.09% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 4,081 | $293.0K | 0.14% | +10.0% | Added |
| Beck Mack & Oliver LLC | 4,082 | $293.0K | 0.01% | +510+14.3% | Added |
| MKT Advisors LLC | 4,724 | $293.7K | 0.14% | −25−0.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,091 | $293.7K | 0.05% | −58−1.4% | Reduced |
| Principal Street Partners, LLC | 4,092 | $293.8K | 0.05% | −42−1.0% | Reduced |
| Bernardo Wealth Planning LLC | 4,102 | $294.0K | 0.07% | +220+5.7% | Added |
| Levin Capital Strategies, L.P. | 4,100 | $294.3K | 0.03% | −200−4.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,101 | $294.4K | 0.07% | 00.0% | Unchanged |
| Slagle Financial, LLC | 4,121 | $295.9K | 0.13% | −648−13.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,128 | $296.3K | 0.06% | +20+0.5% | Added |
| Farringdon Capital, Ltd. | 4,139 | $297.1K | 0.15% | +4,139 | New |
| Gradient Capital Advisors, LLC | 4,140 | $297.2K | 0.10% | +14+0.3% | Added |
| Stockman Wealth Management, Inc. | 4,144 | $297.5K | 0.04% | +74+1.8% | Added |
| Tillman Hartley LLC | 4,147 | $297.7K | 0.09% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,384 | $297.9K | 0.00% | −42−0.9% | Reduced |
| Ellis Investment Partners, LLC | 4,151 | $298.0K | 0.06% | −61−1.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,151 | $298.1K | 0.17% | −79−1.9% | Reduced |
| Paradigm Financial Partners, LLC | 4,158 | $298.5K | 0.04% | +584+16.3% | Added |
| Fountainhead AM, LLC | 4,159 | $298.6K | 0.05% | +733+21.4% | Added |
| Centerpoint Advisory Group | 4,159 | $298.6K | 0.29% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 4,170 | $299.4K | 0.10% | −169−3.9% | Reduced |
| Private Wealth Group, LLC | 4,170 | $299.4K | 0.18% | +58+1.4% | Added |
| Strategic Financial Concepts, LLC | 4,174 | $299.7K | 0.06% | +4,174 | New |
| Laraway Financial Inc | 4,180 | $300.0K | 0.24% | −249−5.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,227 | $301.4K | 0.02% | +482+12.9% | Added |
| Romano Brothers and Company | 4,203 | $301.7K | 0.04% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 4,123 | $302.3K | 0.16% | +562+15.8% | Added |
| Consolidated Planning Corp | 4,213 | $302.5K | 0.04% | +100+2.4% | Added |
| Keynote Financial Services LLC | 4,225 | $303.3K | 0.22% | −65−1.5% | Reduced |
| Green Harvest Asset Management LLC | 4,225 | $303.3K | 0.01% | +142+3.5% | Added |
| Five Oceans Advisors | 4,228 | $303.5K | 0.15% | +567+15.5% | Added |