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
- 2,559
- +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
- 981 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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 29,951 | $2.15M | 0.20% | +450+1.5% | Added |
| Moneta Group Investment Advisors LLC | 29,874 | $2.14M | 0.03% | +450+1.5% | Added |
| David Loasby | 33,939 | $2.14M | 0.21% | +840+2.5% | Added |
| N.E.W. Advisory Services LLC | 29,836 | $2.14M | 0.16% | +1,420+5.0% | Added |
| Baker Avenue Asset Management, LP | 29,820 | $2.14M | 0.07% | +1,167+4.1% | Added |
| Carret Asset Management, LLC | 29,722 | $2.13M | 0.24% | −175−0.6% | Reduced |
| Shelton Wealth Management, LLC | 29,654 | $2.13M | 1.22% | +19+0.1% | Added |
| Alaska Permanent Fund Corp | 29,947 | $2.13M | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 29,573 | $2.12M | 0.07% | +2,407+8.9% | Added |
| Xcel Wealth Management, LLC | 29,569 | $2.12M | 0.66% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 29,678 | $2.11M | 0.16% | −1,672−5.3% | Reduced |
| Portfolio Design Labs, LLC | 29,262 | $2.10M | 0.43% | −38,896−57.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 29,160 | $2.09M | 0.55% | −53,940−64.9% | Reduced |
| Congress Wealth Management LLC | 28,654 | $2.08M | 0.02% | +21,202+284.5% | Added |
| Round Hill Asset Management | 28,997 | $2.08M | 1.50% | −6,195−17.6% | Reduced |
| Talon Private Wealth, LLC | 28,545 | $2.07M | 0.28% | +27,744+3,463.7% | Added |
| FSB Premier Wealth Management, Inc. | 28,866 | $2.07M | 0.81% | +3,908+15.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,811 | $2.07M | 0.05% | +6,053+26.6% | Added |
| Massmutual Trust Co FSB | 28,801 | $2.07M | 0.06% | −3,003−9.4% | Reduced |
| Harbour Investments, Inc. | 28,749 | $2.06M | 0.06% | +99+0.3% | Added |
| Rothschild Investment LLC | 28,699 | $2.06M | 0.14% | +352+1.2% | Added |
| Apella Capital, LLC | 31,011 | $2.06M | 0.07% | +3,474+12.6% | Added |
| Argent Advisors, Inc. | 28,633 | $2.06M | 0.69% | −272−0.9% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 28,629 | $2.06M | 0.42% | −385,213−93.1% | Reduced |
| International Assets Investment Management, LLC | 947,716 | $2.05M | 0.18% | +947,716 | New |
| Wrapmanager Inc | 28,581 | $2.05M | 0.54% | −3,810−11.8% | Reduced |
| Fisher Asset Management, LLC | 28,579 | $2.05M | 0.00% | −1,210−4.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 28,540 | $2.05M | 0.06% | +1,690+6.3% | Added |
| Freemont Management S.A. | 28,400 | $2.04M | 0.80% | −2,800−9.0% | Reduced |
| London Co of Virginia | 28,305 | $2.03M | 0.01% | +3,404+13.7% | Added |
| Founders Financial Securities LLC | 28,977 | $2.01M | 0.17% | −842−2.8% | Reduced |
| Mystic Asset Management, Inc. | 28,020 | $2.01M | 0.53% | −265−0.9% | Reduced |
| Winton Group Ltd | 28,013 | $2.01M | 0.12% | +16,883+151.7% | Added |
| Smartleaf Asset Management LLC | 28,162 | $1.99M | 0.19% | +4,233+17.7% | Added |
| Marotta Asset Management | 35,237 | $1.99M | 0.39% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 27,713 | $1.99M | 0.38% | −2,075−7.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 27,674 | $1.99M | 0.37% | −6,640−19.4% | Reduced |
| Highland Capital Management, LLC | 27,601 | $1.98M | 0.12% | +10,003+56.8% | Added |
| Northside Capital Management, LLC | 27,530 | $1.98M | 0.32% | +403+1.5% | Added |
| Everett Harris & Co | 27,521 | $1.98M | 0.03% | +900+3.4% | Added |
| Dorsey Wright & Associates | 27,517 | $1.98M | 0.50% | +27,517 | New |
| Islay Capital Management, LLC | 27,395 | $1.97M | 1.33% | +744+2.8% | Added |
| GM Advisory Group, Inc. | 27,327 | $1.96M | 0.11% | +196+0.7% | Added |
| CBOE Vest Financial, LLC | 27,256 | $1.96M | 0.03% | +11,547+73.5% | Added |
| Pacifica Partners Inc. | 29,738 | $1.95M | 0.89% | −50.0% | Reduced |
| Selway Asset Management | 27,200 | $1.95M | 0.81% | −10,600−28.0% | Reduced |
| Conning Inc. | 26,903 | $1.93M | 0.07% | −993−3.6% | Reduced |
| Sagespring Wealth Partners, LLC | 26,891 | $1.93M | 0.05% | +6,852+34.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 26,826 | $1.93M | 0.06% | −5,595−17.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 26,805 | $1.92M | 0.05% | −80−0.3% | Reduced |
| Independent Financial Group, LLC | 26,743 | $1.92M | 0.07% | −4,252−13.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 26,653 | $1.91M | 0.58% | +602+2.3% | Added |
| Snowden Capital Advisors LLC | 26,634 | $1.91M | 0.06% | −3,746−12.3% | Reduced |
| Credit Industriel Et Commercial | 26,611 | $1.91M | 0.35% | +26,611 | New |
| Buffington Mohr McNeal | 26,611 | $1.91M | 0.38% | +3,809+16.7% | Added |
| Skopos Labs, Inc. | 26,455 | $1.90M | 0.41% | +3,186+13.7% | Added |
| Private Trust Co NA | 26,368 | $1.89M | 0.19% | +249+1.0% | Added |
| Sabal Trust CO | 26,073 | $1.87M | 0.10% | +5,545+27.0% | Added |
| Resources Management Corp | 25,990 | $1.87M | 0.26% | −250−1.0% | Reduced |
| Equitable Trust Co | 25,867 | $1.86M | 0.10% | +1,943+8.1% | Added |
| Pinnacle Bancorp, Inc. | 25,706 | $1.85M | 0.60% | −2,588−9.1% | Reduced |
| Pictet Bank & Trust Ltd | 25,654 | $1.84M | 2.25% | −12,371−32.5% | Reduced |
| Drive Wealth Management, LLC | 25,641 | $1.84M | 0.43% | +669+2.7% | Added |
| Potomac Fund Management Inc | 28,550 | $1.83M | 0.80% | +675+2.4% | Added |
| Chemistry Wealth Management LLC | 25,197 | $1.81M | 0.42% | −129−0.5% | Reduced |
| CWC Advisors, LLC. | 25,194 | $1.81M | 1.03% | +8,398+50.0% | Added |
| Summit Financial, LLC | 25,194 | $1.81M | 0.05% | +1,165+4.8% | Added |
| Carnegie Capital Asset Management, LLC | 28,944 | $1.80M | 0.04% | +2,985+11.5% | Added |
| Jeppson Wealth Management, LLC | 24,980 | $1.79M | 0.66% | −535−2.1% | Reduced |
| Dynasty Wealth Management, LLC | 24,893 | $1.79M | 0.03% | +207+0.8% | Added |
| Arkadios Wealth Advisors | 24,723 | $1.77M | 0.07% | +2,612+11.8% | Added |
| Quantitative Investment Management, LLC | 24,688 | $1.77M | 0.16% | +24,688 | New |
| Silvercrest Asset Management Group LLC | 24,656 | $1.77M | 0.01% | +581+2.4% | Added |
| BLI - Banque de Luxembourg Investments | 25,000 | $1.76M | 0.05% | +25,000 | New |
| HAP Trading, LLC | 24,570 | $1.76M | 0.63% | −35,364−59.0% | Reduced |
| HBK Sorce Advisory LLC | 24,543 | $1.76M | 0.05% | +1,617+7.1% | Added |
| Aventura Private Wealth, LLC | 24,538 | $1.76M | 0.92% | +1,397+6.0% | Added |
| Nicholas Hoffman & Company, LLC. | 24,535 | $1.76M | 0.07% | −3,476−12.4% | Reduced |
| First Horizon Advisors, Inc. | 24,380 | $1.75M | 0.05% | +741+3.1% | Added |
| Laurel Wealth Advisors LLC | 24,335 | $1.75M | 0.27% | +13+0.1% | Added |
| Meridian Investment Counsel Inc. | 24,295 | $1.74M | 0.51% | 00.0% | Unchanged |
| Vista Investment Management | 24,265 | $1.74M | 0.68% | −1,222−4.8% | Reduced |
| Gilbert & Cook, Inc. | 24,228 | $1.74M | 0.25% | −1,161−4.6% | Reduced |
| Cadinha & Co LLC | 24,154 | $1.73M | 0.37% | −800−3.2% | Reduced |
| Soltis Investment Advisors LLC | 24,140 | $1.73M | 0.15% | +281+1.2% | Added |
| Aviso Wealth Management | 24,113 | $1.73M | 0.92% | −4,165−14.7% | Reduced |
| National Philanthropic Trust | 24,081 | $1.73M | 0.03% | −2,421−9.1% | Reduced |
| Insight Advisors, LLC | 24,073 | $1.73M | 0.30% | +125+0.5% | Added |
| Rokos Capital Management LLP | 24,045 | $1.72M | 0.05% | +24,045 | New |
| Westpac Banking Corp | 24,009 | $1.72M | 0.13% | −6,122−20.3% | Reduced |
| One Capital Management, LLC | 23,804 | $1.71M | 0.06% | +1,328+5.9% | Added |
| NBC Securities, Inc. | 23,791 | $1.71M | 0.15% | +23,767+99,029.2% | Added |
| Fiduciary Group LLC | 23,692 | $1.70M | 0.17% | −140−0.6% | Reduced |
| Fort Sheridan Advisors LLC | 23,565 | $1.69M | 0.26% | −415−1.7% | Reduced |
| Holderness Investments Co | 23,551 | $1.69M | 0.39% | −159−0.7% | Reduced |
| FOCUS Wealth Advisors, LLC | 23,525 | $1.69M | 0.93% | +1,215+5.4% | Added |
| EverSource Wealth Advisors, LLC | 23,513 | $1.69M | 0.09% | +1,941+9.0% | Added |
| Hedges Asset Management LLC | 23,500 | $1.69M | 1.11% | −3,000−11.3% | Reduced |
| Integrated Advisors Network LLC | 23,437 | $1.68M | 0.09% | −32−0.1% | Reduced |
| Mather Group, LLC. | 23,424 | $1.68M | 0.02% | +2,680+12.9% | Added |