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 |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 18,280 | $1.31M | 0.12% | +1,428+8.5% | Added |
| Lazari Capital Management, Inc. | 18,246 | $1.31M | 0.54% | −918−4.8% | Reduced |
| Mainstay Capital Management LLC | 18,199 | $1.31M | 0.18% | −1,633−8.2% | Reduced |
| First National Trust Co | 18,190 | $1.31M | 0.05% | −910−4.8% | Reduced |
| Delap Wealth Advisory, LLC | 18,162 | $1.30M | 0.73% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 18,112 | $1.30M | 0.05% | +697+4.0% | Added |
| Essex Financial Services, Inc. | 18,081 | $1.30M | 0.09% | −786−4.2% | Reduced |
| PFG Investments, LLC | 18,066 | $1.30M | 0.08% | +40+0.2% | Added |
| GTS Securities LLC | 18,033 | $1.29M | 0.06% | −9,192−33.8% | Reduced |
| Barbara Oil Co. | 18,000 | $1.29M | 0.52% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 18,000 | $1.29M | 3.15% | +18,000 | New |
| VestGen Advisors, LLC | 17,880 | $1.28M | 0.06% | +17,880 | New |
| Exencial Wealth Advisors, LLC | 17,878 | $1.28M | 0.05% | +301+1.7% | Added |
| RIA Advisory Group LLC | 17,843 | $1.28M | 0.42% | −3,006−14.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 17,833 | $1.28M | 0.43% | −2,314−11.5% | Reduced |
| Northern Oak Wealth Management Inc | 17,795 | $1.28M | 0.16% | −1,797−9.2% | Reduced |
| Gibbs Wealth Management | 17,763 | $1.28M | 0.31% | +615+3.6% | Added |
| Graypoint LLC | 17,704 | $1.27M | 0.08% | −494−2.7% | Reduced |
| Madison Asset Management, LLC | 17,703 | $1.27M | 0.01% | −23,884−57.4% | Reduced |
| Wharton Business Group, LLC | 17,695 | $1.27M | 0.06% | −50.0% | Reduced |
| Spire Wealth Management | 17,675 | $1.27M | 0.04% | +1,750+11.0% | Added |
| Essex Savings Bank | 17,650 | $1.27M | 0.31% | −180−1.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 17,634 | $1.27M | 0.09% | −64−0.4% | Reduced |
| Jacobi Capital Management LLC | 17,584 | $1.26M | 0.09% | +35+0.2% | Added |
| Cypress Wealth Services, LLC | 17,577 | $1.26M | 0.26% | +1,573+9.8% | Added |
| ICONIQ Capital, LLC | 17,569 | $1.26M | 0.02% | +3,054+21.0% | Added |
| Penobscot Investment Management Company, Inc. | 17,561 | $1.26M | 0.12% | −2,800−13.8% | Reduced |
| Garrison Point Advisors, LLC | 17,534 | $1.26M | 0.61% | +508+3.0% | Added |
| Severin Investments, LLC | 17,531 | $1.26M | 1.26% | +674+4.0% | Added |
| Ancora Advisors, LLC | 17,524 | $1.26M | 0.03% | −75−0.4% | Reduced |
| Great Valley Advisor Group, Inc. | 17,459 | $1.25M | 0.03% | −768−4.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 17,453 | $1.25M | 0.53% | −1,280−6.8% | Reduced |
| BBR Partners, LLC | 17,439 | $1.25M | 0.09% | −129−0.7% | Reduced |
| IHT Wealth Management, LLC | 17,401 | $1.25M | 0.04% | +1,146+7.1% | Added |
| Keystone Financial Services | 17,381 | $1.25M | 0.48% | −1,137−6.1% | Reduced |
| Dakota Wealth Management | 17,229 | $1.24M | 0.03% | −109−0.6% | Reduced |
| Alta Advisers Ltd | 17,207 | $1.24M | 0.53% | +6,200+56.3% | Added |
| AustralianSuper Pty Ltd | 17,163 | $1.23M | 0.01% | −1,307,375−98.7% | Reduced |
| Potentia Wealth | 17,112 | $1.23M | 0.58% | −5,000−22.6% | Reduced |
| Vivid Wealth Management, LLC | 17,110 | $1.23M | 0.61% | +198+1.2% | Added |
| Diligent Investors, LLC | 17,100 | $1.23M | 0.30% | +114+0.7% | Added |
| Busey Wealth Management | 17,016 | $1.22M | 0.04% | +668+4.1% | Added |
| AMG National Trust Bank | 16,925 | $1.22M | 0.03% | +3,771+28.7% | Added |
| Boltwood Capital Management | 16,900 | $1.21M | 0.37% | −75−0.4% | Reduced |
| Nicolet Bankshares Inc | 16,898 | $1.21M | 0.24% | +2,000+13.4% | Added |
| Diversify Advisory Services, LLC | 17,004 | $1.21M | 0.08% | −211−1.2% | Reduced |
| BLB&B Advisors, LLC | 16,836 | $1.21M | 0.06% | −2,130−11.2% | Reduced |
| Knuff & Co LLC | 16,692 | $1.20M | 0.40% | 00.0% | Unchanged |
| Claro Advisors LLC | 16,679 | $1.20M | 0.16% | +2,408+16.9% | Added |
| First City Capital Management, Inc. | 16,651 | $1.20M | 0.72% | −1,064−6.0% | Reduced |
| Palisade Asset Management, LLC | 16,589 | $1.19M | 0.12% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 16,574 | $1.19M | 0.12% | +1,177+7.6% | Added |
| Beutel, Goodman & Co Ltd. | 16,515 | $1.19M | 0.01% | +16,515 | New |
| Pinnacle Wealth Planning Services, Inc. | 16,428 | $1.18M | 0.18% | +1,562+10.5% | Added |
| LMCG Investments, LLC | 16,427 | $1.18M | 0.08% | −167−1.0% | Reduced |
| GeoWealth Management, LLC | 16,360 | $1.17M | 0.05% | −5,949−26.7% | Reduced |
| XML Financial, LLC | 16,359 | $1.17M | 0.11% | +129+0.8% | Added |
| Providence Wealth Advisors, LLC | 16,305 | $1.16M | 0.88% | +235+1.5% | Added |
| Sendero Wealth Management, LLC | 16,009 | $1.15M | 0.16% | −4,508−22.0% | Reduced |
| Sawyer & Company, Inc | 16,006 | $1.15M | 0.46% | −850−5.0% | Reduced |
| Lipe & Dalton | 15,968 | $1.15M | 0.64% | −500−3.0% | Reduced |
| Crux Wealth Advisors | 15,954 | $1.15M | 0.60% | +6,069+61.4% | Added |
| Jupiter Wealth Management LLC | 15,000 | $1.14M | 0.69% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 15,862 | $1.14M | 0.06% | −2,012−11.3% | Reduced |
| Eclectic Associates Inc | 15,785 | $1.13M | 0.30% | −16−0.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,764 | $1.13M | 0.63% | −13−0.1% | Reduced |
| Brookwood Investment Group LLC | 15,762 | $1.13M | 0.19% | +15,762 | New |
| Financial Counselors Inc | 15,692 | $1.13M | 0.02% | −2,827−15.3% | Reduced |
| DMG Group, LLC | 15,680 | $1.13M | 0.92% | −1,870−10.7% | Reduced |
| Lantz Financial LLC | 15,590 | $1.12M | 0.31% | +45+0.3% | Added |
| Synergy Financial Management, LLC | 15,540 | $1.12M | 0.14% | −9,176−37.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 15,507 | $1.11M | 0.02% | −885−5.4% | Reduced |
| Cornerstone Wealth Management, LLC | 15,485 | $1.11M | 0.08% | −502−3.1% | Reduced |
| Hexagon Capital Partners LLC | 15,435 | $1.11M | 0.21% | −562−3.5% | Reduced |
| Lafayette Investments, Inc. | 15,395 | $1.11M | 0.23% | −600−3.8% | Reduced |
| Longfellow Investment Management Co LLC | 15,380 | $1.10M | 0.27% | +15,380 | New |
| Sterling Investment Management, Inc. | 15,367 | $1.10M | 0.79% | −439−2.8% | Reduced |
| Plancorp, LLC | 15,349 | $1.10M | 0.04% | +460+3.1% | Added |
| Gryphon Financial Partners LLC | 15,337 | $1.10M | 0.16% | +2,257+17.3% | Added |
| Quilter Plc | 15,323 | $1.10M | 0.02% | 00.0% | Unchanged |
| Scratch Capital LLC | 15,299 | $1.10M | 1.13% | +11,000+255.9% | Added |
| Lebenthal Global Advisors, LLC | 15,290 | $1.10M | 0.21% | +181+1.2% | Added |
| Intrinsic Value Partners, LLC | 15,275 | $1.10M | 1.08% | −585−3.7% | Reduced |
| North Star Investment Management Corp. | 15,250 | $1.09M | 0.08% | +500+3.4% | Added |
| Hutner Capital Management Inc | 15,117 | $1.09M | 0.46% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 15,074 | $1.08M | 0.05% | −109−0.7% | Reduced |
| Greatmark Investment Partners, Inc. | 15,043 | $1.08M | 0.15% | −1,605−9.6% | Reduced |
| AdvisorNet Financial, Inc | 15,037 | $1.08M | 0.08% | +2,293+18.0% | Added |
| Capital Investment Advisory Services, LLC | 15,022 | $1.08M | 0.10% | −28−0.2% | Reduced |
| Elevate Wealth Advisory, Inc | 14,957 | $1.07M | 0.76% | +14,957 | New |
| Change Path, LLC | 14,951 | $1.07M | 0.03% | +1,059+7.6% | Added |
| Raleigh Capital Management Inc. | 14,950 | $1.07M | 0.49% | −1,319−8.1% | Reduced |
| Brucke Financial, Inc. | 15,088 | $1.07M | 0.93% | +659+4.6% | Added |
| WP Advisors, LLC | 14,898 | $1.07M | 0.36% | −142−0.9% | Reduced |
| Thomasville National Bank | 14,767 | $1.06M | 0.08% | −364−2.4% | Reduced |
| Heritage Trust Co | 14,756 | $1.06M | 0.13% | 00.0% | Unchanged |
| Net Worth Advisory Group | 14,753 | $1.06M | 0.33% | −3,409−18.8% | Reduced |
| Ibex Wealth Advisors | 14,747 | $1.06M | 0.14% | +14,747 | New |
| SageView Advisory Group, LLC | 14,741 | $1.06M | 0.05% | +297+2.1% | Added |
| Principle Wealth Partners LLC | 14,680 | $1.05M | 0.08% | −1,000−6.4% | Reduced |