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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 23,380 | $1.68M | 0.13% | +2,848+13.9% | Added |
| Premier Path Wealth Partners, LLC | 23,366 | $1.68M | 0.26% | +235+1.0% | Added |
| Trinity Financial Advisors LLC | 25,478 | $1.67M | 0.60% | +1,226+5.1% | Added |
| Citizens National Bank Trust Department | 23,127 | $1.66M | 0.35% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 22,934 | $1.65M | 0.02% | −691,581−96.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,931 | $1.65M | 0.14% | −300−1.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 22,873 | $1.64M | 0.12% | +372+1.7% | Added |
| Howard Capital Management Inc. | 22,840 | $1.64M | 0.04% | −3,045−11.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 22,802 | $1.64M | 0.15% | −11,198−32.9% | Reduced |
| Beck Bode, LLC | 22,698 | $1.63M | 0.30% | +22,698 | New |
| Syon Capital LLC | 22,499 | $1.62M | 0.13% | +3,446+18.1% | Added |
| SeaCrest Wealth Management, LLC | 22,474 | $1.61M | 0.18% | +853+3.9% | Added |
| Rossmore Private Capital | 22,334 | $1.60M | 0.20% | −290−1.3% | Reduced |
| Guerra Advisors Inc | 22,311 | $1.60M | 0.90% | +2,672+13.6% | Added |
| Burke & Herbert Bank & Trust Co | 22,306 | $1.60M | 0.39% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 22,237 | $1.60M | 0.14% | −829−3.6% | Reduced |
| Davidson Trust Co | 22,228 | $1.60M | 0.76% | −2,128−8.7% | Reduced |
| West Branch Capital LLC | 22,091 | $1.59M | 0.53% | +4,904+28.5% | Added |
| Collar Capital Management, LLC | 22,085 | $1.59M | 1.44% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 22,624 | $1.58M | 0.05% | −1,574−6.5% | Reduced |
| Aspiriant, LLC | 21,881 | $1.57M | 0.05% | −170−0.8% | Reduced |
| Generali Investments, Management Co LLC | 21,797 | $1.56M | 0.45% | +4,641+27.1% | Added |
| Pflug Koory, LLC | 21,741 | $1.56M | 0.87% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 21,732 | $1.56M | 0.08% | −1,400−6.1% | Reduced |
| Cito Capital Group, LLC | 21,503 | $1.54M | 0.59% | 00.0% | Unchanged |
| Country Club Bank | 21,816 | $1.54M | 0.10% | −110−0.5% | Reduced |
| Martin & Co Inc | 21,241 | $1.52M | 0.29% | +42+0.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 21,180 | $1.52M | 0.05% | +3,969+23.1% | Added |
| Welch Group, LLC | 21,461 | $1.52M | 0.07% | −84−0.4% | Reduced |
| Modera Wealth Management, LLC | 21,110 | $1.52M | 0.02% | +548+2.7% | Added |
| LJI Wealth Management, LLC | 21,099 | $1.51M | 0.30% | −204−1.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 21,075 | $1.51M | 0.19% | +30.0% | Added |
| Citadel Investment Advisory, Inc. | 21,041 | $1.51M | 0.74% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.51M | 0.37% | −10,500−33.3% | Reduced |
| Level Four Advisory Services, LLC | 20,925 | $1.50M | 0.06% | −2,018−8.8% | Reduced |
| Schechter Investment Advisors, LLC | 20,910 | $1.50M | 0.12% | −1,652−7.3% | Reduced |
| Napa Wealth Management | 20,828 | $1.50M | 0.84% | +20,828 | New |
| Ransom Advisory, Ltd | 20,786 | $1.49M | 0.74% | +400+2.0% | Added |
| First Financial Bank - Trust Division | 20,691 | $1.49M | 0.14% | −49−0.2% | Reduced |
| Aaron Wealth Advisors | 20,623 | $1.48M | 0.17% | +995+5.1% | Added |
| Lodestar Private Asset Management LLC | 20,603 | $1.48M | 0.19% | +6,245+43.5% | Added |
| Louisbourg Investments Inc. | 28,844 | $1.48M | 0.40% | −400−1.4% | Reduced |
| Sunbelt Securities, Inc. | 20,598 | $1.48M | 0.13% | −2,817−12.0% | Reduced |
| Cetera Trust Company, N.A | 20,426 | $1.47M | 0.93% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 20,396 | $1.46M | 0.02% | −38,981−65.6% | Reduced |
| Unique Wealth Strategies, LLC | 20,395 | $1.46M | 0.66% | −389−1.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 20,395 | $1.46M | 0.30% | +313+1.6% | Added |
| Garda Capital Partners LP | 20,345 | $1.46M | 0.82% | +20,345 | New |
| TRUE Private Wealth Advisors | 20,290 | $1.46M | 0.18% | −70.0% | Reduced |
| Jump Financial, LLC | 20,289 | $1.46M | 0.02% | +539+2.7% | Added |
| LS Investment Advisors, LLC | 20,213 | $1.45M | 0.22% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 20,207 | $1.45M | 0.03% | +2,317+13.0% | Added |
| Bartlett & Co. Wealth Management LLC | 20,149 | $1.45M | 0.02% | −1,894−8.6% | Reduced |
| CX Institutional | 20,144 | $1.45M | 0.05% | −289−1.4% | Reduced |
| JT Stratford LLC | 20,065 | $1.44M | 0.25% | −917−4.4% | Reduced |
| Breakwater Capital Group | 20,035 | $1.44M | 0.26% | +2,848+16.6% | Added |
| Harbor Advisors LLC | 20,000 | $1.44M | 0.25% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 22,780 | $1.41M | 0.62% | +22,780 | New |
| Tealwood Asset Management Inc | 19,525 | $1.40M | 0.65% | −2,265−10.4% | Reduced |
| Sage Rhino Capital LLC | 19,519 | $1.40M | 0.32% | −350−1.8% | Reduced |
| Trust Co of Toledo NA | 19,509 | $1.40M | 0.19% | −3,226−14.2% | Reduced |
| First Bank & Trust | 19,509 | $1.40M | 0.27% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 19,490 | $1.40M | 0.19% | +926+5.0% | Added |
| Wright Investors Service Inc | 19,481 | $1.40M | 0.46% | +6,084+45.4% | Added |
| American State Bank (Iowa) | 19,424 | $1.39M | 0.84% | +92+0.5% | Added |
| Northwest & Ethical Investments L.P. | 19,447 | $1.39M | 0.04% | +19,447 | New |
| Caldwell Trust Co | 19,399 | $1.39M | 0.15% | +1,481+8.3% | Added |
| M.E. Allison & Co., Inc. | 19,385 | $1.39M | 1.38% | +10.0% | Added |
| First Dallas Securities Inc. | 19,278 | $1.38M | 0.58% | +2,903+17.7% | Added |
| Continuum Advisory, LLC | 19,255 | $1.38M | 0.18% | +3,336+21.0% | Added |
| Kennedy Investment Group | 19,248 | $1.38M | 0.64% | −847−4.2% | Reduced |
| Chicago Capital, LLC | 19,247 | $1.38M | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19,199 | $1.38M | 0.13% | −614−3.1% | Reduced |
| Fiduciary Alliance LLC | 19,046 | $1.37M | 0.13% | −2,621−12.1% | Reduced |
| Affinity Investment Advisors, LLC | 19,018 | $1.37M | 1.11% | −405−2.1% | Reduced |
| GF Fund Management Co. Ltd. | 18,999 | $1.36M | 0.03% | +12,944+213.8% | Added |
| Meridian Wealth Management, LLC | 18,976 | $1.36M | 0.07% | +9,871+108.4% | Added |
| Hilltop Holdings Inc. | 18,939 | $1.36M | 0.09% | +1,649+9.5% | Added |
| Courier Capital LLC | 18,928 | $1.36M | 0.09% | −912−4.6% | Reduced |
| Integrity Alliance, LLC. | 18,892 | $1.36M | 0.05% | +18,892 | New |
| Main Street Research LLC | 18,882 | $1.36M | 0.09% | −1,893−9.1% | Reduced |
| Clarius Group, LLC | 18,877 | $1.36M | 0.09% | −193−1.0% | Reduced |
| LexAurum Advisors, LLC | 18,792 | $1.35M | 0.26% | −96−0.5% | Reduced |
| Investors Asset Management of Georgia Inc | 18,781 | $1.35M | 0.68% | −740−3.8% | Reduced |
| Ameritas Advisory Services, LLC | 18,913 | $1.35M | 0.05% | +442+2.4% | Added |
| Washington Trust Bank | 18,736 | $1.35M | 0.13% | +377+2.1% | Added |
| Prudent Man Advisors, LLC | 18,698 | $1.34M | 0.49% | +442+2.4% | Added |
| William B. Walkup & Associates, Inc. | 18,667 | $1.34M | 0.82% | +830+4.7% | Added |
| Archford Capital Strategies, LLC | 18,631 | $1.34M | 0.20% | +18,631 | New |
| Adviser Investments LLC | 18,562 | $1.33M | 0.02% | −729−3.8% | Reduced |
| Excalibur Management Corp | 18,546 | $1.33M | 0.52% | −860−4.4% | Reduced |
| Fulton Bank, N.A. | 18,538 | $1.33M | 0.05% | −875−4.5% | Reduced |
| Simon Quick Advisors, LLC | 18,485 | $1.33M | 0.08% | +4,720+34.3% | Added |
| Annandale Capital, LLC | 18,436 | $1.32M | 0.25% | −79−0.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,434 | $1.32M | 0.68% | +144+0.8% | Added |
| Sentry LLC | 18,415 | $1.32M | 0.26% | −107−0.6% | Reduced |
| Sage Mountain Advisors LLC | 18,365 | $1.32M | 0.10% | +14+0.1% | Added |
| MV Capital Management, Inc. | 18,311 | $1.31M | 0.14% | +91+0.5% | Added |
| Sompo Asset Management Co., Ltd. | 18,310 | $1.31M | 0.24% | +400+2.2% | Added |
| Legacy Financial Advisors, Inc. | 18,304 | $1.31M | 0.22% | +2,204+13.7% | Added |