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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 4,934 | $354.2K | 0.06% | −198−3.9% | Reduced |
| Chapin Davis, Inc. | 4,938 | $354.5K | 0.12% | −102−2.0% | Reduced |
| Founders Capital Management | 4,942 | $354.8K | 0.23% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,955 | $355.7K | 0.05% | +483+10.8% | Added |
| Mayflower Financial Advisors, LLC | 4,973 | $357.0K | 0.05% | −513−9.4% | Reduced |
| Walker Asset Management, LLC | 4,983 | $357.7K | 0.22% | +23+0.5% | Added |
| Narus Financial Partners, LLC | 4,986 | $357.9K | 0.12% | +213+4.5% | Added |
| WealthTrust Axiom LLC | 4,987 | $358.0K | 0.11% | +750+17.7% | Added |
| Sand Hill Global Advisors, LLC | 4,987 | $358.0K | 0.01% | −1,214−19.6% | Reduced |
| Blue Barn Wealth, LLC | 4,987 | $358.0K | 0.19% | −67−1.3% | Reduced |
| Quantum Financial Advisors, LLC | 4,998 | $358.8K | 0.05% | +6+0.1% | Added |
| Puzo Michael J | 5,000 | $358.9K | 0.10% | 00.0% | Unchanged |
| Ruffer LLP | 5,000 | $358.9K | 0.01% | 00.0% | Unchanged |
| Willner & Heller, LLC | 5,023 | $360.6K | 0.33% | +25+0.5% | Added |
| True Link Financial Advisors, LLC | 5,039 | $361.8K | 0.03% | +5,039 | New |
| Candriam Luxembourg S.C.A. | 5,040 | $361.8K | 0.00% | −992−16.4% | Reduced |
| Tompkins Financial Corp | 5,045 | $362.2K | 0.03% | +112+2.3% | Added |
| Advanced Portfolio Management, LLC | 5,046 | $362.3K | 0.73% | +5,046 | New |
| Ewa, LLC | 5,054 | $362.8K | 0.13% | +608+13.7% | Added |
| Forte Capital LLC | 5,074 | $364.3K | 0.04% | +499+10.9% | Added |
| FourThought Financial Partners, LLC | 5,074 | $364.3K | 0.04% | −258−4.8% | Reduced |
| Golden State Wealth Management, LLC | 5,075 | $364.4K | 0.05% | −97−1.9% | Reduced |
| Birch Hill Investment Advisors LLC | 5,079 | $364.6K | 0.02% | −53−1.0% | Reduced |
| First Heartland Consultants, Inc. | 5,092 | $365.5K | 0.04% | +1,270+33.2% | Added |
| Burt Wealth Advisors | 5,101 | $366.2K | 0.09% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 5,108 | $366.7K | 0.13% | −1,000−16.4% | Reduced |
| Whalerock Point Partners, LLC | 5,108 | $366.7K | 0.09% | 00.0% | Unchanged |
| Great Waters Wealth Management | 5,116 | $367.2K | 0.05% | −1,809−26.1% | Reduced |
| Mokosak Advisory Group, LLC | 5,117 | $367.3K | 0.11% | +24+0.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,117 | $367.3K | 0.09% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,124 | $367.9K | 0.03% | −1,174−18.6% | Reduced |
| Ellevest, Inc. | 5,131 | $368.4K | 0.02% | +20.0% | Added |
| Community Trust & Investment Co | 5,134 | $368.6K | 0.02% | −284−5.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,139 | $368.9K | 0.05% | −226−4.2% | Reduced |
| Sierra Summit Advisors LLC | 5,148 | $369.6K | 0.08% | −120−2.3% | Reduced |
| Salomon & Ludwin, LLC | 5,149 | $369.6K | 0.04% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 5,158 | $370.0K | 0.05% | −75−1.4% | Reduced |
| Eagle Harbor Asset Management Inc | 5,157 | $370.2K | 0.38% | −300−5.5% | Reduced |
| Byrne Financial Freedom, LLC | 5,160 | $370.5K | 0.21% | −20.0% | Reduced |
| Raelipskie Partnership | 5,165 | $370.8K | 0.19% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,169 | $371.1K | 0.15% | +5,169 | New |
| Marino, Stram & Associates LLC | 5,176 | $371.6K | 0.08% | −108−2.0% | Reduced |
| Northeast Financial Consultants Inc | 5,186 | $372.3K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,192 | $372.8K | 0.21% | +762+17.2% | Added |
| Klingenstein Fields & Co LP | 5,206 | $373.7K | 0.02% | +98+1.9% | Added |
| Washington Trust Advisors, Inc. | 5,212 | $374.2K | 0.03% | −1,775−25.4% | Reduced |
| Americana Partners, LLC | 5,249 | $376.8K | 0.01% | −70,542−93.1% | Reduced |
| First Command Advisory Services, Inc. | 5,251 | $377.0K | 0.00% | +333+6.8% | Added |
| Smithfield Trust Co | 5,254 | $378.0K | 0.02% | −300−5.4% | Reduced |
| Moloney Securities Asset Management, LLC | 5,266 | $378.0K | 0.05% | +843+19.1% | Added |
| Partners Wealth Management, LLC | 5,281 | $379.1K | 0.43% | +112+2.2% | Added |
| Matrix Private Capital Group LLC | 5,282 | $379.2K | 0.23% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 5,292 | $379.9K | 0.07% | +181+3.5% | Added |
| Constitution Capital LLC | 5,300 | $380.5K | 0.21% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 5,300 | $380.5K | 0.28% | +50+1.0% | Added |
| Mma Asset Management LLC | 5,310 | $381.2K | 0.16% | +45+0.9% | Added |
| Register Financial Advisors LLC | 5,314 | $381.5K | 0.20% | +78+1.5% | Added |
| CenterBook Partners LP | 5,321 | $382.0K | 0.02% | −889−14.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 5,294 | $383.5K | 0.26% | +290+5.8% | Added |
| GK Wealth Management LLC | 5,345 | $383.7K | 0.48% | +1,191+28.7% | Added |
| Smith, Moore & Co. | 5,351 | $384.1K | 0.04% | +105+2.0% | Added |
| OneAscent Investment Solutions LLC | 5,367 | $385.0K | 0.46% | +5,367 | New |
| Warwick Investment Management, Inc. | 5,368 | $385.4K | 0.08% | +263+5.2% | Added |
| First Financial Corp | 5,391 | $387.0K | 0.19% | −418−7.2% | Reduced |
| J.Safra Asset Management Corp | 5,423 | $389.3K | 0.03% | −1,302−19.4% | Reduced |
| ERTS Wealth Advisors, LLC | 5,425 | $389.5K | 0.08% | −421−7.2% | Reduced |
| AlTi Global, Inc. | 5,432 | $389.8K | 0.01% | +172+3.3% | Added |
| Detalus Advisors, LLC | 5,435 | $390.2K | 0.12% | +35+0.6% | Added |
| Visionary Wealth Advisors | 5,444 | $390.9K | 0.02% | −149−2.7% | Reduced |
| Howard Capital Management Group, LLC | 5,450 | $391.3K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 5,458 | $391.8K | 0.00% | −898−14.1% | Reduced |
| Tounjian Advisory Partners, LLC | 5,458 | $391.8K | 0.07% | +5,458 | New |
| Bristlecone Advisors, LLC | 5,464 | $392.3K | 0.03% | −965−15.0% | Reduced |
| Arcataur Capital Management LLC | 5,484 | $393.7K | 0.13% | −370−6.3% | Reduced |
| Narwhal Capital Management | 5,492 | $394.3K | 0.04% | −18−0.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,502 | $395.0K | 0.09% | +103+1.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,504 | $395.1K | 0.10% | −60−1.1% | Reduced |
| Jacobsen Capital Management | 5,504 | $395.2K | 0.17% | +84+1.5% | Added |
| Summit X, LLC | 5,528 | $396.9K | 0.08% | +1,570+39.7% | Added |
| Icapital Wealth LLC | 5,530 | $397.0K | 0.24% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 5,532 | $397.2K | 0.17% | +60+1.1% | Added |
| Ameriflex Group, Inc. | 5,556 | $398.9K | 0.16% | −294−5.0% | Reduced |
| Pines Wealth Management, LLC | 6,426 | $398.9K | 0.18% | −338−5.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 5,557 | $398.9K | 0.30% | +195+3.6% | Added |
| Accretive Wealth Partners, LLC | 5,430 | $399.0K | 0.14% | +5,430 | New |
| BIP Wealth, LLC | 5,566 | $399.6K | 0.03% | +116+2.1% | Added |
| New Republic Capital, LLC | 5,598 | $401.9K | 0.17% | +349+6.6% | Added |
| KWB Wealth | 5,736 | $402.9K | 0.05% | −2,654−31.6% | Reduced |
| Duncan Williams Asset Management, LLC | 5,621 | $403.5K | 0.15% | −93−1.6% | Reduced |
| Strategic Blueprint, LLC | 5,628 | $404.1K | 0.02% | +162+3.0% | Added |
| Bradyco, Inc. | 5,630 | $404.2K | 0.31% | −62−1.1% | Reduced |
| G2 Capital Management, LLC | 5,652 | $405.8K | 0.12% | +5+0.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,452 | $407.1K | 0.09% | +426+7.1% | Added |
| Secured Retirement Advisors, LLC | 5,685 | $408.1K | 0.26% | +5,685 | New |
| Hidden Cove Wealth Management, LLC | 5,685 | $408.1K | 0.32% | +131+2.4% | Added |
| Ballast, Inc. | 5,690 | $408.5K | 0.12% | 00.0% | Unchanged |
| Security National Bank of So Dak | 5,699 | $409.1K | 0.23% | +342+6.4% | Added |
| AssuredPartners Investment Advisors, LLC | 5,704 | $409.5K | 0.08% | +692+13.8% | Added |
| Denver Wealth Management, Inc. | 5,722 | $410.8K | 0.19% | +175+3.2% | Added |
| Aprio Wealth Management, LLC | 5,728 | $411.2K | 0.05% | +990+20.9% | Added |