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 |
|---|---|---|---|---|---|
| Alteri Wealth LLC | 12,439 | $893.0K | 0.39% | +5,053+68.4% | Added |
| Csenge Advisory Group | 13,794 | $892.6K | 0.05% | −2,738−16.6% | Reduced |
| Berger Financial Group, Inc | 12,399 | $890.1K | 0.06% | +167+1.4% | Added |
| Peoples Financial Services Corp. | 12,350 | $886.6K | 0.43% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12,323 | $884.7K | 0.11% | +629+5.4% | Added |
| MeadowBrook Investment Advisors LLC | 12,293 | $882.5K | 0.82% | −135−1.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 12,234 | $878.3K | 0.00% | +7,516+159.3% | Added |
| Chicago Trust Co NA | 12,225 | $877.6K | 0.16% | +60+0.5% | Added |
| Northwest Wealth Management, LLC | 12,224 | $877.6K | 0.17% | −2,622−17.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 12,235 | $874.0K | 0.01% | −3,294−21.2% | Reduced |
| Stock Yards Bank & Trust Co | 12,172 | $873.8K | 0.03% | −29−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 12,164 | $873.2K | 0.08% | +180+1.5% | Added |
| Keudell/Morrison Wealth Management | 12,118 | $870.0K | 0.21% | +685+6.0% | Added |
| Chilton Investment Co LLC | 12,086 | $867.7K | 0.02% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 12,083 | $867.4K | 0.53% | −4,465−27.0% | Reduced |
| Concord Asset Management, LLC | 12,755 | $866.6K | 0.19% | +6,034+89.8% | Added |
| Cullen Investment Group, Ltd. | 12,063 | $866.0K | 0.13% | −1,154−8.7% | Reduced |
| Ausdal Financial Partners, Inc. | 12,027 | $863.4K | 0.07% | +2,533+26.7% | Added |
| MEMBERS Trust Co | 12,021 | $863.0K | 0.03% | −412−3.3% | Reduced |
| Wealthspan Partners, LLC | 12,012 | $862.3K | 0.40% | −504−4.0% | Reduced |
| Personal Cfo Solutions, LLC | 11,951 | $857.9K | 0.17% | +277+2.4% | Added |
| Wittenberg Investment Management, Inc. | 11,928 | $856.3K | 0.39% | −40,529−77.3% | Reduced |
| Wealthcare Advisory Partners LLC | 11,904 | $854.6K | 0.02% | −255−2.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 11,895 | $853.9K | 0.64% | −1,000−7.8% | Reduced |
| PDS Planning, Inc | 11,870 | $852.1K | 0.07% | +1,754+17.3% | Added |
| Armis Advisers, LLC | 12,000 | $852.1K | 0.08% | +12,000 | New |
| Element Wealth, LLC | 11,856 | $851.1K | 0.46% | −195−1.6% | Reduced |
| Farmers Trust Co | 11,813 | $848.1K | 0.16% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 11,791 | $846.5K | 0.02% | −1,768−13.0% | Reduced |
| Belpointe Asset Management LLC | 11,769 | $844.8K | 0.04% | +1,669+16.5% | Added |
| Moss Adams Wealth Advisors LLC | 11,726 | $841.8K | 0.09% | −674−5.4% | Reduced |
| Quantessence Capital LLC | 11,725 | $841.7K | 0.21% | −28,214−70.6% | Reduced |
| Kovack Advisors, Inc. | 11,703 | $840.2K | 0.09% | +847+7.8% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 11,700 | $839.9K | 0.39% | +11,700 | New |
| RB Capital Management, LLC | 11,657 | $836.9K | 0.20% | +40.0% | Added |
| Manske Wealth Management | 11,561 | $829.9K | 0.31% | −1,822−13.6% | Reduced |
| Correct Capital Wealth Management | 11,552 | $829.3K | 0.16% | −19−0.2% | Reduced |
| Coastwise Capital Group, LLC | 11,547 | $828.9K | 0.70% | −14,854−56.3% | Reduced |
| Perpetual Ltd | 11,515 | $826.7K | 0.01% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 11,500 | $825.6K | 0.01% | −3,890−25.3% | Reduced |
| Trust Co of Vermont | 11,499 | $825.5K | 0.04% | −240−2.0% | Reduced |
| Blueprint Investment Partners LLC | 11,482 | $824.3K | 0.15% | +552+5.1% | Added |
| Kentucky Trust Co | 11,475 | $823.8K | 0.49% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 11,472 | $823.6K | 0.29% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 11,413 | $819.4K | 0.06% | −73−0.6% | Reduced |
| Flagstone Financial Management | 11,413 | $819.4K | 0.26% | +170+1.5% | Added |
| Point72 Hong Kong Ltd | 11,409 | $819.1K | 0.06% | −133,313−92.1% | Reduced |
| HCR Wealth Advisors | 11,405 | $818.8K | 0.11% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 11,403 | $818.6K | 0.11% | +98+0.9% | Added |
| Strategic Investment Advisors | 11,380 | $817.0K | 0.09% | −1,126−9.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,377 | $816.8K | 0.22% | −2,490−18.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,304 | $811.5K | 0.08% | −177−1.5% | Reduced |
| NFP Retirement, Inc. | 11,298 | $811.1K | 0.06% | −373−3.2% | Reduced |
| GatePass Capital, LLC | 11,288 | $810.4K | 0.61% | +11,288 | New |
| Winebrenner Capital Management LLC | 11,283 | $810.0K | 0.73% | −11,283−50.0% | Reduced |
| Crawford Investment Counsel Inc | 11,277 | $809.6K | 0.01% | +393+3.6% | Added |
| NBZ Investment Advisors LLC | 11,273 | $809.3K | 0.47% | −45−0.4% | Reduced |
| Tarbox Family Office, Inc. | 11,239 | $806.9K | 0.13% | −11−0.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,214 | $805.1K | 0.23% | +104+0.9% | Added |
| Private Management Group Inc | 11,175 | $802.3K | 0.03% | −50−0.4% | Reduced |
| Cromwell Holdings LLC | 11,171 | $802.0K | 0.52% | 00.0% | Unchanged |
| Abel Hall, LLC | 11,136 | $799.4K | 0.48% | −189−1.7% | Reduced |
| Fiduciary Financial Group, LLC | 12,645 | $798.0K | 0.17% | +368+3.0% | Added |
| Plan A Wealth LLC | 11,103 | $797.1K | 0.62% | −119−1.1% | Reduced |
| Appleton Partners Inc | 11,108 | $797.0K | 0.06% | +2,232+25.1% | Added |
| PFW Advisors LLC | 11,032 | $792.0K | 0.25% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 10,937 | $785.2K | 0.08% | +10,937 | New |
| Wealth Alliance | 10,883 | $781.3K | 0.09% | +195+1.8% | Added |
| Leisure Capital Management | 10,836 | $777.9K | 0.32% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 10,821 | $776.8K | 0.35% | +21+0.2% | Added |
| Delta Financial Group, Inc. | 10,435 | $775.0K | 0.18% | −33−0.3% | Reduced |
| AlphaCore Capital LLC | 10,783 | $774.1K | 0.07% | +3,040+39.3% | Added |
| Persistent Asset Partners Ltd | 10,765 | $772.8K | 0.68% | −1,663−13.4% | Reduced |
| CMT Capital Markets Trading GmbH | 10,750 | $772.0K | 0.32% | −87,750−89.1% | Reduced |
| Washington Trust Co | 10,732 | $770.4K | 0.03% | −9,990−48.2% | Reduced |
| Alliance Wealth Advisors, LLC | 10,675 | $766.4K | 0.45% | +226+2.2% | Added |
| WealthPlan Investment Management, LLC | 10,650 | $764.6K | 0.08% | +44+0.4% | Added |
| Papp L Roy & Associates | 10,640 | $763.8K | 0.09% | +30.0% | Added |
| Hikari Tsushin, Inc. | 10,631 | $763.2K | 0.05% | 00.0% | Unchanged |
| Fundamentun, LLC | 10,628 | $763.0K | 0.04% | +962+10.0% | Added |
| WealthShield Partners, LLC | 10,621 | $762.5K | 0.10% | +3,109+41.4% | Added |
| LMG Wealth Partners, LLC | 10,620 | $762.4K | 0.17% | +44+0.4% | Added |
| JFS Wealth Advisors, LLC | 10,616 | $762.1K | 0.05% | −454−4.1% | Reduced |
| New England Research & Management, Inc. | 10,610 | $762.0K | 0.39% | +1,005+10.5% | Added |
| Pettyjohn, Wood & White, Inc | 10,575 | $759.1K | 0.15% | −576−5.2% | Reduced |
| Mechanics Bank Trust Department | 10,553 | $757.6K | 0.10% | −200−1.9% | Reduced |
| Thrive Wealth Management, LLC | 10,533 | $756.2K | 0.14% | +3,080+41.3% | Added |
| Atlas Wealth LLC | 10,523 | $755.4K | 0.29% | 00.0% | Unchanged |
| Boit C F David | 10,519 | $755.2K | 0.38% | −5,000−32.2% | Reduced |
| Sepio Capital, LP | 10,486 | $752.8K | 0.06% | −807−7.1% | Reduced |
| North Forty Two & Co. | 10,480 | $752.4K | 0.83% | −200−1.9% | Reduced |
| Morningstar Investment Management LLC | 10,463 | $751.0K | 0.06% | −2,021−16.2% | Reduced |
| Agf Management Ltd | 10,452 | $750.3K | 0.00% | +32+0.3% | Added |
| Avantax Planning Partners, Inc. | 10,450 | $750.2K | 0.03% | −1,315−11.2% | Reduced |
| E&G Advisors, LP | 10,413 | $747.5K | 0.21% | +2,893+38.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,385 | $745.5K | 0.48% | +10,385 | New |
| West Family Investments, Inc. | 10,331 | $741.7K | 0.28% | −180−1.7% | Reduced |
| Montecito Bank & Trust | 10,330 | $741.6K | 0.13% | −40−0.4% | Reduced |
| Sheets Smith Wealth Management | 10,328 | $741.5K | 0.09% | −7−0.1% | Reduced |
| Webster Bank, N. A. | 10,319 | $740.8K | 0.08% | 00.0% | Unchanged |