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 |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 10,248 | $735.7K | 0.26% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10,185 | $731.2K | 0.06% | +875+9.4% | Added |
| Aspen Investment Management Inc | 10,163 | $730.0K | 0.34% | +687+7.2% | Added |
| Osborne Partners Capital Management, LLC | 10,161 | $729.5K | 0.04% | −240−2.3% | Reduced |
| Proficio Capital Partners LLC | 10,120 | $726.5K | 0.06% | +265+2.7% | Added |
| Perennial Advisors, LLC | 10,115 | $726.2K | 0.14% | −147−1.4% | Reduced |
| Carrera Capital Advisors | 10,111 | $725.9K | 0.16% | +751+8.0% | Added |
| Gladius Capital Management LP | 10,037 | $720.6K | 0.71% | −8,892−47.0% | Reduced |
| Jacobs & Co | 10,042 | $720.0K | 0.08% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 10,025 | $719.7K | 0.08% | +657+7.0% | Added |
| All Terrain Financial Advisors, LLC | 10,003 | $718.1K | 0.28% | 00.0% | Unchanged |
| Parkside Investments, LLC | 10,000 | $717.9K | 0.11% | −2,000−16.7% | Reduced |
| KDT Advisors, LLC | 10,000 | $717.9K | 1.06% | +10,000 | New |
| Cheviot Value Management, LLC | 9,700 | $716.3K | 0.09% | +9,700 | New |
| Zuckerman Investment Group, LLC | 9,968 | $715.6K | 0.08% | 00.0% | Unchanged |
| Monument Capital Management | 9,962 | $715.2K | 0.22% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 9,944 | $713.9K | 0.20% | +389+4.1% | Added |
| Shufro Rose & Co LLC | 9,906 | $711.2K | 0.06% | +9,906 | New |
| Platform Technology Partners | 9,904 | $711.0K | 0.21% | +18+0.2% | Added |
| Beaton Management Co. Inc. | 9,900 | $711.0K | 0.37% | 00.0% | Unchanged |
| Core Alternative Capital | 9,871 | $708.7K | 0.17% | +68+0.7% | Added |
| Iron Horse Wealth Management, LLC | 9,869 | $708.5K | 0.23% | +52+0.5% | Added |
| KPP Advisory Services LLC | 9,866 | $708.3K | 0.13% | +9,866 | New |
| Davis R M Inc | 9,852 | $707.3K | 0.01% | −32−0.3% | Reduced |
| Rockland Trust Co | 9,850 | $707.1K | 0.04% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 9,832 | $705.8K | 0.05% | +3,460+54.3% | Added |
| Bremer Bank National Association | 9,830 | $705.7K | 0.13% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 9,820 | $705.0K | 0.14% | −15,766−61.6% | Reduced |
| Quadcap Wealth Management, LLC | 9,810 | $704.2K | 0.10% | +306+3.2% | Added |
| G&S Capital LLC | 9,703 | $696.6K | 0.30% | −587−5.7% | Reduced |
| Radnor Capital Management, LLC | 9,701 | $696.0K | 0.12% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 9,664 | $693.8K | 0.05% | −30−0.3% | Reduced |
| Sandy Spring Bank | 9,655 | $693.2K | 0.03% | +121+1.3% | Added |
| First PREMIER Bank | 9,639 | $692.0K | 0.18% | +100+1.0% | Added |
| Van Strum & Towne Inc. | 9,639 | $692.0K | 0.23% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 9,619 | $690.5K | 0.12% | −145−1.5% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $688.8K | 0.14% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 9,591 | $688.5K | 0.43% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 9,587 | $688.3K | 0.20% | +161+1.7% | Added |
| Linscomb & Williams, Inc. | 9,585 | $688.1K | 0.03% | +81+0.9% | Added |
| Creekside Partners | 9,537 | $684.7K | 0.36% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 9,524 | $683.7K | 0.05% | −20−0.2% | Reduced |
| Athena Investment Management | 9,492 | $681.4K | 0.41% | −199−2.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 9,490 | $681.3K | 0.17% | −390−3.9% | Reduced |
| Sather Financial Group Inc | 9,451 | $678.5K | 0.04% | −14,532−60.6% | Reduced |
| West Bancorporation Inc | 9,450 | $678.4K | 0.46% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9,422 | $675.0K | 0.12% | +260+2.8% | Added |
| Jain Global LLC | 9,376 | $673.1K | 0.01% | −24,871−72.6% | Reduced |
| GWN Securities Inc. | 8,918 | $671.5K | 0.04% | +3,851+76.0% | Added |
| Manchester Capital Management LLC | 9,349 | $671.2K | 0.08% | +396+4.4% | Added |
| Regatta Capital Group, LLC | 9,293 | $667.2K | 0.13% | −57−0.6% | Reduced |
| Old North State Trust, LLC | 9,491 | $667.0K | 0.42% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 9,287 | $666.7K | 0.59% | +9,287 | New |
| Bedel Financial Consulting, Inc. | 9,065 | $666.1K | 0.10% | +168+1.9% | Added |
| Steel Peak Wealth Management LLC | 9,265 | $665.1K | 0.03% | +3,070+49.6% | Added |
| Onefund, LLC | 9,237 | $663.1K | 0.68% | +25+0.3% | Added |
| Transamerica Financial Advisors, Inc. | 9,205 | $661.0K | 0.07% | −38−0.4% | Reduced |
| Versant Capital Management, Inc | 9,189 | $659.7K | 0.11% | +4,200+84.2% | Added |
| Vestmark Advisory Solutions, Inc. | 9,184 | $659.3K | 0.02% | −23−0.2% | Reduced |
| JNBA Financial Advisors | 9,130 | $655.4K | 0.07% | −1,886−17.1% | Reduced |
| Larson Financial Group LLC | 9,122 | $654.8K | 0.03% | +2,314+34.0% | Added |
| Crown Wealth Group, LLC | 9,104 | $653.6K | 0.34% | +2,456+36.9% | Added |
| Northstar Financial Companies, Inc. | 9,078 | $651.7K | 0.71% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 9,055 | $650.1K | 0.04% | +1,822+25.2% | Added |
| Legacy Financial Group LLC | 9,048 | $649.6K | 0.10% | −4,489−33.2% | Reduced |
| Westover Capital Advisors, LLC | 9,047 | $649.5K | 0.14% | 00.0% | Unchanged |
| Tudor Financial Inc. | 9,044 | $649.3K | 0.39% | +30.0% | Added |
| Cahill Financial Advisors Inc | 9,038 | $648.8K | 0.09% | +315+3.6% | Added |
| Summa Corp. | 9,024 | $647.8K | 0.37% | +324+3.7% | Added |
| CFO4Life Group, LLC | 9,022 | $647.7K | 0.11% | −152−1.7% | Reduced |
| Deseret Mutual Benefit Administrators | 9,021 | $647.6K | 0.32% | −961−9.6% | Reduced |
| Alliance Wealth Advisors, LLC | 8,969 | $643.9K | 0.17% | −2,003−18.3% | Reduced |
| Basepoint Wealth LLC | 8,961 | $643.3K | 0.50% | −439−4.7% | Reduced |
| Encompass More Asset Management | 8,924 | $640.7K | 0.19% | −388−4.2% | Reduced |
| Triumph Capital Management | 8,912 | $639.8K | 0.21% | +210+2.4% | Added |
| Kagan Cocozza Asset Management | 8,906 | $639.4K | 0.52% | −1,134−11.3% | Reduced |
| Spectrum Wealth Counsel, LLC | 8,885 | $637.9K | 0.08% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $637.1K | 0.23% | −78−0.9% | Reduced |
| Financial Advisory Service, Inc. | 8,873 | $637.0K | 0.05% | +24+0.3% | Added |
| Kerrisdale Advisers, LLC | 8,851 | $635.4K | 0.27% | −10,495−54.2% | Reduced |
| Cim Investment Mangement Inc | 8,851 | $635.4K | 0.15% | −6−0.1% | Reduced |
| Tower Trust & Investment Co | 8,908 | $632.6K | 0.51% | +8,908 | New |
| Nwam LLC | 8,806 | $632.2K | 0.05% | +142+1.6% | Added |
| Marietta Investment Partners LLC | 8,800 | $631.8K | 0.15% | 00.0% | Unchanged |
| Transce3nd, LLC | 8,802 | $630.8K | 0.28% | −72−0.8% | Reduced |
| Monticello Wealth Management, LLC | 8,782 | $630.5K | 0.05% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 8,782 | $630.5K | 0.35% | +586+7.1% | Added |
| Hudock, Inc. | 8,772 | $629.8K | 0.11% | +10.0% | Added |
| Meridian Wealth Partners, LLC | 8,770 | $629.6K | 0.10% | −227−2.5% | Reduced |
| Advisors Management Group Inc | 8,753 | $628.0K | 0.14% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 8,735 | $627.1K | 0.08% | +10+0.1% | Added |
| Winthrop Capital Management, LLC | 8,719 | $626.0K | 0.17% | −2,700−23.6% | Reduced |
| Pin Oak Investment Advisors Inc | 8,829 | $624.0K | 0.48% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,665 | $622.1K | 0.08% | 00.0% | Unchanged |
| Tradewinds, LLC. | 8,656 | $621.4K | 0.18% | +86+1.0% | Added |
| SilverOak Wealth Management LLC | 8,613 | $618.3K | 0.13% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 8,581 | $616.0K | 0.02% | +8,581 | New |
| BlueStem Wealth Partners, LLC | 8,523 | $611.9K | 0.08% | +50+0.6% | Added |
| Legacy Capital Wealth Partners, LLC | 8,518 | $611.5K | 0.15% | −4,077−32.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,493 | $609.7K | 0.02% | −199−2.3% | Reduced |