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 |
|---|---|---|---|---|---|
| Verity & Verity, LLC | 4,230 | $303.7K | 0.03% | −645−13.2% | Reduced |
| Sargent Investment Group, LLC | 4,255 | $305.5K | 0.05% | +551+14.9% | Added |
| Arista Wealth Management, LLC | 4,259 | $305.7K | 0.07% | 00.0% | Unchanged |
| tru Independence LLC | 4,259 | $305.8K | 0.09% | +301+7.6% | Added |
| Weinberger Asset Management, Inc | 4,271 | $306.6K | 0.13% | −140−3.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 4,275 | $306.9K | 0.16% | +12+0.3% | Added |
| IFG Advisors, LLC | 4,279 | $307.2K | 0.06% | +10.0% | Added |
| Ameliora Wealth Management Ltd. | 4,294 | $308.3K | 0.12% | −706−14.1% | Reduced |
| Professional Financial Advisors, LLC | 4,299 | $308.6K | 0.08% | +20+0.5% | Added |
| Aviance Capital Partners, LLC | 4,316 | $309.8K | 0.04% | −1,200−21.8% | Reduced |
| Asset Dedication, LLC | 4,321 | $310.2K | 0.03% | −220−4.8% | Reduced |
| Novare Capital Management LLC | 4,332 | $311.0K | 0.03% | +933+27.4% | Added |
| Chesapeake Wealth Management | 4,340 | $311.6K | 0.11% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,390 | $312.4K | 0.05% | +5,390 | New |
| Tyler-Stone Wealth Management | 4,356 | $312.7K | 0.06% | +272+6.7% | Added |
| Capula Management Ltd | 4,368 | $313.6K | 0.00% | +2,850+187.7% | Added |
| Vaughan David Investments LLC | 4,369 | $314.0K | 0.01% | +336+8.3% | Added |
| Catalytic Wealth RIA, LLC | 4,386 | $314.9K | 0.06% | +152+3.6% | Added |
| True Vision MN LLC | 4,387 | $314.9K | 0.19% | +4,387 | New |
| Maripau Wealth Management LLC | 4,388 | $315.0K | 0.18% | −47−1.1% | Reduced |
| Centiva Capital, LP | 4,393 | $315.4K | 0.02% | −7,010−61.5% | Reduced |
| Ignite Planners, LLC | 4,395 | $315.6K | 0.06% | +816+22.8% | Added |
| Kelly Lawrence W & Associates Inc | 4,400 | $315.9K | 0.08% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 4,400 | $315.9K | 0.13% | 00.0% | Unchanged |
| Integrity Wealth Advisors, Inc. | 4,410 | $316.6K | 0.23% | −713−13.9% | Reduced |
| First American Bank | 4,422 | $317.5K | 0.02% | +187+4.4% | Added |
| Evolution Advisers, Inc. | 4,442 | $318.0K | 0.17% | −370−7.7% | Reduced |
| Johnson & White Wealth Management, LLC | 4,450 | $319.0K | 0.18% | +10.0% | Added |
| WSFS Capital Management, LLC | 4,452 | $319.6K | 0.02% | +598+15.5% | Added |
| SRS Capital Advisors, Inc. | 4,458 | $320.1K | 0.02% | −951−17.6% | Reduced |
| Southland Equity Partners LLC | 4,460 | $320.1K | 0.07% | +133+3.1% | Added |
| Capital Square, LLC | 4,468 | $320.8K | 0.19% | 00.0% | Unchanged |
| Charter Trust Co | 4,480 | $321.6K | 0.02% | −81−1.8% | Reduced |
| Bill Few Associates, Inc. | 4,487 | $322.1K | 0.12% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $323.1K | 0.21% | −3,337−42.6% | Reduced |
| J. Safra Sarasin Holding AG | 4,500 | $323.1K | 0.01% | +886+24.5% | Added |
| CTC Alternative Strategies, Ltd. | 4,500 | $323.1K | 0.39% | +4,500 | New |
| Stonebrook Private Inc. | 4,501 | $323.1K | 0.08% | +462+11.4% | Added |
| Caldwell Sutter Capital, Inc. | 4,517 | $324.2K | 0.15% | −138−3.0% | Reduced |
| Caliber Wealth Management, LLC | 4,518 | $324.3K | 0.04% | +4,518 | New |
| Advisor Resource Council | 4,536 | $325.7K | 0.03% | +4,536 | New |
| Integral Investment Advisors, Inc. | 4,538 | $325.8K | 0.10% | −3,572−44.0% | Reduced |
| MBB Public Markets I LLC | 4,541 | $326.0K | 0.04% | +4,541 | New |
| Argyle Capital Partners, LLC | 4,545 | $326.3K | 0.28% | −339−6.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,556 | $327.1K | 0.07% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 4,560 | $327.4K | 0.21% | 00.0% | Unchanged |
| Concentrum Wealth Management | 4,561 | $327.5K | 0.12% | +396+9.5% | Added |
| Talisman Wealth Advisors LLC | 4,575 | $328.5K | 0.34% | +53+1.2% | Added |
| QTR Family Wealth, LLC | 4,580 | $328.8K | 0.25% | +4,580 | New |
| Bruce G. Allen Investments, LLC | 4,587 | $329.3K | 0.26% | −583−11.3% | Reduced |
| Cohen & Steers, Inc. | 4,600 | $330.0K | 0.00% | +4,600 | New |
| Cerro Pacific Wealth Advisors LLC | 4,705 | $330.5K | 0.11% | −104−2.2% | Reduced |
| First Financial Group Corp | 4,609 | $330.9K | 0.37% | −95−2.0% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 4,634 | $332.7K | 0.09% | −125−2.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,636 | $332.8K | 0.12% | 00.0% | Unchanged |
| First Western Trust Bank | 4,641 | $333.2K | 0.02% | −136−2.8% | Reduced |
| Alternative Investment Advisors, LLC. | 4,656 | $334.3K | 0.18% | +20.0% | Added |
| Buckhead Capital Management LLC | 4,664 | $334.8K | 0.11% | −25−0.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,671 | $335.3K | 0.02% | +907+24.1% | Added |
| Waldron Private Wealth LLC | 4,671 | $335.3K | 0.02% | −9,577−67.2% | Reduced |
| Sonora Investment Management Group, LLC | 4,699 | $337.4K | 0.03% | +973+26.1% | Added |
| Dempze Nancy E | 4,700 | $337.4K | 0.20% | −602−11.4% | Reduced |
| Beta Wealth Group, Inc. | 4,700 | $337.4K | 0.12% | +4,700 | New |
| Leuthold Group, LLC | 4,702 | $337.6K | 0.04% | −202−4.1% | Reduced |
| Harvest Investment Services, LLC | 4,712 | $338.3K | 0.09% | −40−0.8% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,719 | $338.8K | 0.08% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,729 | $339.5K | 0.17% | +3+0.1% | Added |
| Brady Martz Wealth Solutions, LLC | 4,736 | $340.0K | 0.08% | +12+0.3% | Added |
| Revolve Wealth Partners, LLC | 4,751 | $341.1K | 0.05% | +361+8.2% | Added |
| Gould Asset Management LLC | 4,757 | $341.5K | 0.07% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 4,760 | $342.0K | 0.13% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,765 | $342.1K | 0.02% | −424−8.2% | Reduced |
| New Wave Wealth Advisors LLC | 4,765 | $342.1K | 0.15% | −1,953−29.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 4,775 | $342.8K | 0.03% | +1,250+35.5% | Added |
| Traveka Wealth, LLC | 4,781 | $343.2K | 0.19% | −114−2.3% | Reduced |
| Destination Wealth Management | 4,786 | $343.6K | 0.01% | −4,145−46.4% | Reduced |
| Sentinus, LLC | 4,786 | $343.6K | 0.10% | +434+10.0% | Added |
| Leo Wealth, LLC | 4,789 | $343.8K | 0.05% | +46+1.0% | Added |
| Sachetta, LLC | 4,790 | $343.9K | 0.14% | −25−0.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,803 | $344.8K | 0.08% | −64−1.3% | Reduced |
| GFS Advisors, LLC | 4,812 | $345.0K | 0.07% | −136−2.7% | Reduced |
| ERn Financial, LLC | 4,814 | $345.6K | 0.05% | −67−1.4% | Reduced |
| Brewster Financial Planning LLC | 4,826 | $346.4K | 0.26% | +22+0.5% | Added |
| Successful Portfolios LLC | 4,844 | $347.7K | 0.24% | −24−0.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 4,845 | $347.8K | 0.08% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 4,849 | $348.1K | 0.29% | +20.0% | Added |
| Jacksonville Wealth Management, LLC | 4,850 | $348.2K | 0.34% | +4,850 | New |
| Samalin Investment Counsel, LLC | 4,851 | $348.3K | 0.14% | +354+7.9% | Added |
| Kesler, Norman & Wride, LLC | 4,856 | $348.6K | 0.07% | −708−12.7% | Reduced |
| Black Diamond Financial, LLC | 4,856 | $348.7K | 0.05% | +42+0.9% | Added |
| Inspire Advisors, LLC | 4,861 | $349.0K | 0.04% | +4+0.1% | Added |
| Y.D. More Investments Ltd | 4,862 | $349.0K | 0.03% | +449+10.2% | Added |
| Plante Moran Financial Advisors, LLC | 4,865 | $349.2K | 0.03% | −171−3.4% | Reduced |
| 49 Wealth Management, LLC | 4,869 | $349.5K | 0.04% | +1,079+28.5% | Added |
| Green Square Capital Advisors LLC | 4,884 | $350.6K | 0.05% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 4,902 | $351.9K | 0.05% | −512−9.5% | Reduced |
| Sym Financial Corp | 4,908 | $352.4K | 0.04% | +311+6.8% | Added |
| Check Capital Management Inc | 4,913 | $352.7K | 0.02% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,918 | $353.0K | 0.03% | −30,618−86.2% | Reduced |
| CoreFirst Bank & Trust | 4,925 | $353.6K | 0.23% | 00.0% | Unchanged |