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 |
|---|---|---|---|---|---|
| Gallagher Capital Advisors, LLC | 5,733 | $411.6K | 0.31% | −21−0.4% | Reduced |
| Mezzasalma Advisors, LLC | 5,743 | $412.3K | 0.14% | −64−1.1% | Reduced |
| Peak Planning Group, LLC | 5,744 | $412.4K | 0.17% | +202+3.6% | Added |
| Parsons Capital Management Inc | 5,754 | $413.1K | 0.02% | −177−3.0% | Reduced |
| Novem Group | 5,768 | $414.1K | 0.06% | +2,692+87.5% | Added |
| Indiana Trust & Investment Management CO | 5,780 | $414.9K | 0.15% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,787 | $415.4K | 0.07% | +713+14.1% | Added |
| PFC Capital Group, Inc. | 5,826 | $418.0K | 0.21% | +276+5.0% | Added |
| Verus Capital Partners, LLC | 5,832 | $418.7K | 0.04% | −572−8.9% | Reduced |
| 180 Wealth Advisors, LLC | 5,836 | $419.0K | 0.07% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 5,871 | $421.5K | 0.04% | +950+19.3% | Added |
| Searle & Co. | 5,887 | $422.6K | 0.12% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,899 | $423.5K | 0.05% | −84−1.4% | Reduced |
| Pioneer Trust Bank N A | 5,900 | $423.6K | 0.11% | 00.0% | Unchanged |
| Fruth Investment Management | 5,918 | $424.0K | 0.12% | 00.0% | Unchanged |
| Maven Securities LTD | 5,909 | $424.2K | 0.09% | +5,909 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,911 | $424.4K | 0.34% | +5,911 | New |
| Marex Group plc | 5,930 | $425.7K | 0.01% | −10,938−64.8% | Reduced |
| Stiles Financial Services Inc | 5,933 | $426.0K | 0.16% | +29+0.5% | Added |
| Allegheny Financial Group LTD | 5,948 | $427.0K | 0.11% | −399−6.3% | Reduced |
| Univest Financial Corp | 5,968 | $428.4K | 0.03% | −126−2.1% | Reduced |
| Sterneck Capital Management, LLC | 5,996 | $430.5K | 0.23% | −1,200−16.7% | Reduced |
| MBL Wealth, LLC | 6,006 | $431.2K | 0.04% | +1,568+35.3% | Added |
| Annex Advisory Services, LLC | 6,008 | $431.3K | 0.01% | +1,007+20.1% | Added |
| Colonial Trust Co | 6,011 | $431.5K | 0.07% | −467−7.2% | Reduced |
| Silverlake Wealth Management LLC | 6,024 | $432.5K | 0.17% | −10.0% | Reduced |
| First National Bank of Hutchinson | 6,029 | $432.8K | 0.29% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,103 | $433.4K | 0.04% | +15+0.2% | Added |
| APCM Wealth Management for Individuals | 6,040 | $433.6K | 0.07% | −244−3.9% | Reduced |
| Silvia McColl Wealth Management, LLC | 6,047 | $434.1K | 0.33% | +20.0% | Added |
| Hardy Reed LLC | 6,048 | $434.2K | 0.04% | +484+8.7% | Added |
| Duncker Streett & Co Inc | 6,056 | $434.8K | 0.09% | +7+0.1% | Added |
| Hohimer Wealth Management, LLC | 6,069 | $435.7K | 0.08% | +946+18.5% | Added |
| Family Firm, Inc. | 6,080 | $436.5K | 0.10% | −179−2.9% | Reduced |
| Westhampton Capital, LLC | 6,090 | $437.2K | 0.24% | −400−6.2% | Reduced |
| Stokes Family Office, LLC | 6,092 | $437.3K | 0.05% | −7,375−54.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,128 | $439.9K | 0.20% | −79−1.3% | Reduced |
| Intrua Financial, LLC | 6,137 | $440.5K | 0.07% | −964−13.6% | Reduced |
| Morris Financial Concepts, Inc. | 6,145 | $441.1K | 0.19% | −161−2.6% | Reduced |
| Cascade Financial Partners, LLC | 6,151 | $441.6K | 0.06% | +400+7.0% | Added |
| WoodTrust Financial Corp | 6,160 | $442.0K | 0.06% | −178−2.8% | Reduced |
| Secure Asset Management, LLC | 6,166 | $442.7K | 0.09% | +1,099+21.7% | Added |
| First National Bank & Trust Co of Newtown | 6,178 | $443.5K | 0.09% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 6,188 | $444.2K | 0.02% | −400−6.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 6,193 | $444.6K | 0.13% | −39,684−86.5% | Reduced |
| SwitchPoint Financial Planning, LLC | 6,196 | $444.8K | 0.42% | +6,196 | New |
| First Citizens Financial Corp | 6,198 | $445.0K | 0.25% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,198 | $445.0K | 0.14% | +410+7.1% | Added |
| Nichols & Pratt Advisers LLP | 6,200 | $445.1K | 0.03% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 6,200 | $445.1K | 0.32% | +6,200 | New |
| West Oak Capital, LLC | 6,200 | $445.1K | 0.17% | −500−7.5% | Reduced |
| Heritage Investment Group, Inc. | 6,205 | $445.5K | 0.08% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 6,207 | $445.6K | 0.05% | −563−8.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,222 | $446.7K | 0.06% | +16+0.3% | Added |
| Oakworth Capital, Inc. | 6,228 | $447.1K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,229 | $447.2K | 0.25% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 6,250 | $448.7K | 0.01% | 00.0% | Unchanged |
| SPC Financial, Inc. | 6,250 | $448.7K | 0.04% | +151+2.5% | Added |
| Boyd Watterson Asset Management LLC | 6,250 | $448.7K | 0.14% | +1,959+45.7% | Added |
| Fortress Financial Group, LLC | 6,276 | $450.6K | 0.45% | +15+0.2% | Added |
| Lakeridge Wealth Management LLC | 6,286 | $451.3K | 0.23% | +119+1.9% | Added |
| Front Row Advisors LLC | 6,293 | $451.8K | 0.17% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 6,304 | $452.6K | 0.16% | +963+18.0% | Added |
| Zullo Investment Group, Inc. | 6,327 | $454.2K | 0.19% | +147+2.4% | Added |
| M3 Advisory Group, LLC | 6,352 | $456.0K | 0.36% | +200+3.3% | Added |
| Richard W. Paul & Associates, LLC | 6,382 | $458.2K | 0.18% | −58−0.9% | Reduced |
| Redwood Investment Management, LLC | 6,397 | $459.0K | 0.05% | +6,397 | New |
| Campion Asset Management LLC | 6,405 | $459.8K | 0.36% | −1,010−13.6% | Reduced |
| Founders Financial Alliance, LLC | 6,421 | $461.0K | 0.11% | −514−7.4% | Reduced |
| TBH Global Asset Management, LLC | 6,436 | $462.0K | 0.09% | +225+3.6% | Added |
| Traphagen Investment Advisors LLC | 6,448 | $462.9K | 0.05% | +538+9.1% | Added |
| Lincoln Capital LLC | 7,012 | $464.4K | 0.10% | +10.0% | Added |
| ASB Consultores, LLC | 6,473 | $464.7K | 0.30% | −5,157−44.3% | Reduced |
| Axis Wealth Partners, LLC | 6,477 | $465.0K | 0.34% | +10+0.2% | Added |
| Michael A. Dubis Financial Planning, LLC | 6,492 | $466.1K | 0.45% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 6,493 | $466.1K | 0.06% | +6,493 | New |
| RD Lewis Holdings, Inc. | 6,318 | $466.3K | 0.53% | +350+5.9% | Added |
| Alpha Advisors, LLC | 6,496 | $466.4K | 0.41% | +164+2.6% | Added |
| Keystone Financial Group | 6,500 | $466.6K | 0.05% | −1,022−13.6% | Reduced |
| BCJ Capital Management, LLC | 6,545 | $469.9K | 0.03% | +6,545 | New |
| Mengis Capital Management, Inc. | 6,564 | $471.3K | 0.10% | +50+0.8% | Added |
| CVA Family Office, LLC | 6,571 | $471.7K | 0.07% | +602+10.1% | Added |
| Peak Retirement Planning, Inc. | 6,587 | $472.9K | 0.26% | +6,587 | New |
| Lynch & Associates | 6,594 | $473.4K | 0.10% | −12−0.2% | Reduced |
| Simmons Bank | 6,601 | $473.9K | 0.04% | −100−1.5% | Reduced |
| Canopy Partners, LLC | 6,619 | $475.2K | 0.19% | +88+1.3% | Added |
| Western Pacific Wealth Management, LP | 6,626 | $475.7K | 0.43% | −1,945−22.7% | Reduced |
| Spartan Planning & Wealth Management | 6,630 | $476.0K | 0.46% | +578+9.6% | Added |
| Advisor OS, LLC | 6,632 | $476.2K | 0.05% | −996−13.1% | Reduced |
| Belmont Capital, LLC | 6,638 | $476.5K | 0.09% | −52−0.8% | Reduced |
| Advyzon Investment Management, LLC | 6,639 | $476.6K | 0.17% | −902−12.0% | Reduced |
| Main Street Financial Solutions, LLC | 6,640 | $476.7K | 0.04% | −3,146−32.1% | Reduced |
| ISAM Funds (UK) Ltd | 6,670 | $478.8K | 0.24% | −2,189−24.7% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 6,670 | $479.0K | 0.10% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 6,677 | $479.4K | 0.07% | −335−4.8% | Reduced |
| LRI Investments, LLC | 6,690 | $480.3K | 0.05% | −246−3.5% | Reduced |
| Tucker Asset Management LLC | 6,693 | $480.5K | 0.16% | −1,744−20.7% | Reduced |
| North Berkeley Wealth Management, LLC | 6,697 | $480.8K | 0.50% | −595−8.2% | Reduced |
| Traynor Capital Management, Inc. | 6,698 | $480.9K | 0.04% | +3,474+107.8% | Added |
| Confluence Wealth Services, Inc. | 7,090 | $481.7K | 0.03% | −60−0.8% | Reduced |