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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 14,776 | $1.05M | 0.41% | +50.0% | Added |
| Sittner & Nelson, LLC | 14,661 | $1.05M | 0.45% | −727−4.7% | Reduced |
| Castle Rock Wealth Management, LLC | 14,848 | $1.05M | 0.28% | +15+0.1% | Added |
| Kathmere Capital Management, LLC | 14,638 | $1.05M | 0.09% | −431−2.9% | Reduced |
| Legacy Advisors, LLC | 14,637 | $1.05M | 0.11% | +748+5.4% | Added |
| Tranquilli Financial Advisor LLC | 14,618 | $1.05M | 0.66% | +415+2.9% | Added |
| Accredited Investors Inc. | 14,607 | $1.05M | 0.07% | −2,851−16.3% | Reduced |
| Knollwood Investment Advisory, LLC | 14,587 | $1.05M | 0.12% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 14,588 | $1.05M | 0.42% | +570+4.1% | Added |
| Campbell & CO Investment Adviser LLC | 14,559 | $1.05M | 0.08% | −10,246−41.3% | Reduced |
| Salem Investment Counselors Inc | 14,552 | $1.04M | 0.04% | −700−4.6% | Reduced |
| Eastern Bank | 14,492 | $1.04M | 0.02% | −928−6.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,685 | $1.04M | 0.16% | −376−2.5% | Reduced |
| Marcum Wealth, LLC | 14,429 | $1.04M | 0.09% | −968−6.3% | Reduced |
| Cascade Investment Advisors, Inc. | 14,420 | $1.04M | 0.70% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 14,410 | $1.03M | 0.27% | −605−4.0% | Reduced |
| Providence Capital Advisors, LLC | 14,361 | $1.03M | 0.21% | +4,823+50.6% | Added |
| Ocean Capital Management, LLC | 14,359 | $1.03M | 0.25% | +371+2.7% | Added |
| Vertex Planning Partners, LLC | 14,206 | $1.02M | 0.22% | −83−0.6% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 14,166 | $1.02M | 0.48% | +9,261+188.8% | Added |
| Cohen Capital Management, Inc. | 14,156 | $1.02M | 0.17% | 00.0% | Unchanged |
| Keel Point, LLC | 14,143 | $1.02M | 0.08% | +3,658+34.9% | Added |
| First National Bank Sioux Falls | 14,137 | $1.01M | 0.41% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 14,112 | $1.01M | 0.82% | +98+0.7% | Added |
| Fragasso Group Inc. | 14,101 | $1.01M | 0.08% | +225+1.6% | Added |
| Invst, LLC | 14,091 | $1.01M | 0.14% | +14,091 | New |
| Ridgecrest Wealth Partners, LLC | 14,021 | $1.01M | 0.53% | −972−6.5% | Reduced |
| Cove Street Capital, LLC | 14,020 | $1.01M | 1.58% | −8,130−36.7% | Reduced |
| Florida Financial Advisors, LLC | 14,039 | $1.00M | 0.40% | +8,242+142.2% | Added |
| Financial Engines Advisors L.L.C. | 13,978 | $1.00M | 0.00% | −1,035−6.9% | Reduced |
| StoneX Group Inc. | 13,947 | $1.00M | 0.05% | −1,279−8.4% | Reduced |
| Gradient Investments LLC | 13,838 | $993.4K | 0.02% | −320−2.3% | Reduced |
| Highline Wealth Partners LLC | 13,815 | $991.8K | 0.33% | +156+1.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 13,804 | $991.0K | 0.42% | −23,025−62.5% | Reduced |
| Hills Bank & Trust Co | 13,795 | $990.3K | 0.07% | +600+4.5% | Added |
| Wallace Advisory Group, LLC | 14,099 | $990.3K | 0.69% | −2,849−16.8% | Reduced |
| Patton Albertson Miller Group, LLC | 13,793 | $990.2K | 0.15% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 13,775 | $988.9K | 0.07% | +1,635+13.5% | Added |
| Cyndeo Wealth Partners, LLC | 13,767 | $988.3K | 0.06% | +248+1.8% | Added |
| Cladis Investment Advisory, LLC | 13,725 | $985.3K | 0.71% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 13,689 | $982.7K | 0.28% | +2,351+20.7% | Added |
| Promethium Advisors,llc | 13,689 | $982.7K | 0.63% | +5,285+62.9% | Added |
| Bragg Financial Advisors, Inc | 13,657 | $980.4K | 0.04% | −351−2.5% | Reduced |
| Neumann Capital Management, LLC | 13,622 | $977.9K | 0.34% | 00.0% | Unchanged |
| Park National Corp | 13,619 | $977.7K | 0.04% | −161−1.2% | Reduced |
| Exchange Traded Concepts, LLC | 13,580 | $974.9K | 0.02% | −118,609−89.7% | Reduced |
| Cardiff Park Advisors, LLC | 13,576 | $974.6K | 0.09% | +14+0.1% | Added |
| Wimmer Associates 1, LLC | 12,814 | $973.7K | 0.51% | +18+0.1% | Added |
| Cary Street Partners Financial LLC | 13,529 | $971.3K | 0.03% | +1,662+14.0% | Added |
| Anchor Investment Management, LLC | 13,524 | $970.9K | 0.09% | +17+0.1% | Added |
| Boston Trust Walden Corp | 13,515 | $970.2K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 13,503 | $969.4K | 0.07% | −796−5.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,485 | $968.1K | 0.55% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 13,479 | $967.6K | 0.21% | +3,224+31.4% | Added |
| South State Corp. | 13,442 | $965.0K | 0.04% | +4,131+44.4% | Added |
| Empirical Asset Management, LLC | 13,439 | $964.8K | 0.33% | −49,213−78.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $964.0K | 0.04% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 13,414 | $963.0K | 0.14% | +2,862+27.1% | Added |
| RMB Capital Management, LLC | 13,404 | $962.3K | 0.02% | +725+5.7% | Added |
| Kingswood Wealth Advisors, LLC | 13,348 | $957.8K | 0.09% | −5,066−27.5% | Reduced |
| Nations Financial Group Inc, | 13,317 | $956.0K | 0.07% | +9,158+220.2% | Added |
| Telos Capital Management, Inc. | 13,316 | $956.0K | 0.10% | −220−1.6% | Reduced |
| Kanawha Capital Management LLC | 13,270 | $952.7K | 0.07% | −244−1.8% | Reduced |
| Clarendon Private LLC | 13,269 | $952.6K | 1.01% | +1,205+10.0% | Added |
| C2C Wealth Management, LLC | 13,261 | $952.0K | 0.89% | 00.0% | Unchanged |
| Bailard, Inc. | 13,237 | $950.3K | 0.02% | +4,021+43.6% | Added |
| GFG Capital, LLC | 13,226 | $949.5K | 0.29% | −60−0.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 13,196 | $947.3K | 0.03% | −24−0.2% | Reduced |
| DF Dent & Co Inc | 13,189 | $946.8K | 0.01% | +10,000+313.6% | Added |
| London & Capital Asset Management Ltd | 13,179 | $946.1K | 0.08% | −28−0.2% | Reduced |
| Weatherly Asset Management L. P. | 13,170 | $945.5K | 0.08% | 00.0% | Unchanged |
| 1st Source Bank | 13,159 | $944.7K | 0.06% | +14+0.1% | Added |
| Segment Wealth Management, LLC | 13,157 | $944.5K | 0.06% | +224+1.7% | Added |
| Royal Capital Wealth Management, LLC | 13,073 | $938.5K | 0.66% | +374+2.9% | Added |
| Quent Capital, LLC | 13,040 | $936.1K | 0.10% | +429+3.4% | Added |
| Shakespeare Wealth Management, Inc. | 13,016 | $934.4K | 0.25% | −823−5.9% | Reduced |
| Carson Advisory Inc. | 12,996 | $933.0K | 0.63% | −231−1.7% | Reduced |
| BKD Wealth Advisors, LLC | 12,978 | $931.7K | 0.02% | +159+1.2% | Added |
| Richwood Investment Advisors, LLC | 12,934 | $928.5K | 0.79% | −183−1.4% | Reduced |
| Entruity Wealth, LLC | 12,921 | $927.6K | 0.87% | −350−2.6% | Reduced |
| Modern Wealth Management, LLC | 12,903 | $926.4K | 0.03% | +1,773+15.9% | Added |
| Heritage Family Offices, LLP | 12,893 | $925.6K | 0.47% | +18+0.1% | Added |
| FORA Capital, LLC | 12,890 | $925.4K | 0.09% | +12,890 | New |
| Capital International Sarl | 12,883 | $924.9K | 0.02% | −27,238−67.9% | Reduced |
| Optas, LLC | 12,840 | $921.8K | 0.16% | +6,548+104.1% | Added |
| Family Legacy, Inc. | 12,837 | $921.6K | 0.32% | +37+0.3% | Added |
| Concord Wealth Partners | 12,819 | $920.3K | 0.15% | +5,200+68.3% | Added |
| Savvy Advisors, Inc. | 12,793 | $918.4K | 0.09% | +1,408+12.4% | Added |
| Quotient Wealth Partners, LLC | 12,777 | $917.2K | 0.03% | +709+5.9% | Added |
| IVC Wealth Advisors LLC | 12,752 | $915.4K | 0.49% | −33−0.3% | Reduced |
| Fermata Advisors, LLC | 12,751 | $915.4K | 0.17% | +9,629+308.4% | Added |
| Studio Investment Management LLC | 12,684 | $910.6K | 0.19% | −3,144−19.9% | Reduced |
| City National Bank of Florida | 12,652 | $908.3K | 0.82% | +728+6.1% | Added |
| Becker Capital Management Inc | 12,578 | $903.0K | 0.03% | +51+0.4% | Added |
| Ingalls & Snyder LLC | 12,579 | $903.0K | 0.03% | +69+0.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 12,551 | $901.0K | 0.15% | +4,201+50.3% | Added |
| Stoneridge Investment Partners LLC | 12,547 | $901.0K | 0.76% | +12,547 | New |
| Catalyst Financial Partners LLC | 12,473 | $895.5K | 0.16% | +1,572+14.4% | Added |
| North Star Asset Management Inc | 12,466 | $894.9K | 0.04% | −192−1.5% | Reduced |
| Pointe Capital Management LLC | 12,460 | $894.5K | 0.52% | 00.0% | Unchanged |