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 |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | 8,507 | $609.6K | 0.05% | +1,811+27.0% | Added |
| First National Bank | 8,470 | $608.1K | 0.39% | +450+5.6% | Added |
| McAdam, LLC | 8,467 | $607.8K | 0.04% | +2,244+36.1% | Added |
| Allen Capital Group, LLC | 8,434 | $605.5K | 0.07% | +378+4.7% | Added |
| Howard Bailey Securities, LLC | 8,433 | $605.4K | 0.20% | −1,021−10.8% | Reduced |
| Venturi Wealth Management, LLC | 8,424 | $604.8K | 0.03% | +1,036+14.0% | Added |
| Northeast Investment Management | 8,418 | $604.3K | 0.03% | −20.0% | Reduced |
| Eagle Global Advisors LLC | 8,418 | $604.3K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 8,405 | $603.4K | 0.01% | +105+1.3% | Added |
| Sivia Capital Partners, LLC | 8,401 | $603.1K | 0.28% | +475+6.0% | Added |
| Humankind Investments LLC | 8,397 | $602.8K | 0.16% | −370−4.2% | Reduced |
| Monetary Management Group Inc | 8,395 | $602.7K | 0.16% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 10,227 | $601.6K | 0.19% | +183+1.8% | Added |
| Field & Main Bank | 8,325 | $597.6K | 0.21% | +75+0.9% | Added |
| Tributary Capital Management, LLC | 8,220 | $590.1K | 0.05% | −2,130−20.6% | Reduced |
| Zions Bancorporation, National Association | 8,200 | $588.7K | 0.04% | +8,200 | New |
| Waddell & Associates, LLC | 8,192 | $588.1K | 0.07% | +1,039+14.5% | Added |
| Wealth Architects, LLC | 8,186 | $587.7K | 0.06% | +59+0.7% | Added |
| RKL Wealth Management LLC | 8,185 | $587.6K | 0.06% | +5,113+166.4% | Added |
| Kestra Investment Management, LLC | 8,180 | $587.2K | 0.02% | −93−1.1% | Reduced |
| Baldwin Brothers Inc | 8,178 | $587.1K | 0.04% | +41+0.5% | Added |
| Cutler Investment Counsel LLC | 8,169 | $586.5K | 0.07% | +33+0.4% | Added |
| Circle Wealth Management, LLC | 8,161 | $585.8K | 0.01% | −688−7.8% | Reduced |
| Sippican Capital Advisors | 8,143 | $584.6K | 0.44% | −150−1.8% | Reduced |
| Canandaigua National Bank & Trust Co | 8,123 | $583.1K | 0.06% | −206−2.5% | Reduced |
| Lauterbach Financial Advisors, LLC | 8,115 | $582.6K | 0.36% | −942−10.4% | Reduced |
| Avion Wealth | 8,288 | $582.0K | 0.15% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 8,080 | $580.0K | 0.17% | +33+0.4% | Added |
| Blue Rock Wealth Management LLC | 8,078 | $579.9K | 0.49% | +2,894+55.8% | Added |
| Auxano Advisors, LLC | 8,067 | $579.1K | 0.15% | +117+1.5% | Added |
| Interchange Capital Partners, LLC | 8,052 | $578.0K | 0.16% | +1,532+23.5% | Added |
| PFG Advisors | 8,046 | $577.6K | 0.03% | +302+3.9% | Added |
| Old West Investment Management, LLC | 8,037 | $577.0K | 0.21% | +8,037 | New |
| Integrity Financial Corp | 8,026 | $576.2K | 0.33% | −3,725−31.7% | Reduced |
| Ironwood Investment Counsel, LLC | 8,011 | $575.1K | 0.10% | −281−3.4% | Reduced |
| Fiducient Advisors LLC | 8,000 | $574.3K | 0.07% | +8,000 | New |
| Sebold Capital Management, Inc. | 7,999 | $574.2K | 0.38% | −635−7.4% | Reduced |
| Advisory Alpha, LLC | 7,986 | $573.3K | 0.02% | +1,713+27.3% | Added |
| Icon Wealth Advisors, LLC | 7,978 | $572.8K | 0.05% | +350+4.6% | Added |
| Nilsine Partners, LLC | 7,961 | $571.5K | 0.06% | +553+7.5% | Added |
| Intelligence Driven Advisers, LLC | 7,944 | $570.3K | 0.11% | −341−4.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 7,904 | $567.5K | 0.15% | +2,065+35.4% | Added |
| Cooper Financial Group | 7,897 | $566.9K | 0.07% | +2,282+40.6% | Added |
| Capital Performance Advisors LLP | 7,861 | $564.3K | 0.12% | +3,515+80.9% | Added |
| Atala Financial Inc | 7,853 | $563.8K | 0.42% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,849 | $563.5K | 0.07% | +4+0.1% | Added |
| Van Cleef Asset Management,Inc | 7,816 | $561.1K | 0.06% | −3,499−30.9% | Reduced |
| Quarry LP | 7,782 | $558.7K | 0.14% | +6,248+407.3% | Added |
| Callan Capital, LLC | 7,761 | $557.2K | 0.04% | +1,364+21.3% | Added |
| Tradewinds Capital Management, LLC | 7,732 | $555.1K | 0.15% | 00.0% | Unchanged |
| Sky Investment Group LLC | 7,700 | $552.8K | 0.10% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7,686 | $551.8K | 0.22% | +78+1.0% | Added |
| TCTC Holdings, LLC | 7,676 | $551.1K | 0.02% | +151+2.0% | Added |
| Doliver Advisors, LP | 7,675 | $551.0K | 0.15% | −150−1.9% | Reduced |
| Evoke Wealth, LLC | 7,652 | $549.3K | 0.01% | +121+1.6% | Added |
| Worth Asset Management, LLC | 7,649 | $549.1K | 0.30% | −25,474−76.9% | Reduced |
| Permanens Capital L.P. | 7,644 | $548.8K | 0.10% | +1,346+21.4% | Added |
| Wood Tarver Financial Group, LLC | 7,633 | $548.0K | 0.18% | +306+4.2% | Added |
| SummitTX Capital, L.P. | 7,628 | $547.6K | 0.02% | +7,628 | New |
| Sound Income Strategies, LLC | 7,598 | $545.5K | 0.03% | +99+1.3% | Added |
| DKM Wealth Management, Inc. | 7,592 | $545.1K | 0.53% | +27+0.4% | Added |
| Prelude Capital Management, LLC | 7,554 | $542.3K | 0.05% | −4,860−39.1% | Reduced |
| BigSur Wealth Management LLC | 7,550 | $542.0K | 0.15% | +7,550 | New |
| Grant Private Wealth Management Inc | 7,548 | $541.9K | 0.58% | −400−5.0% | Reduced |
| Avidian Wealth Solutions, LLC | 7,547 | $541.8K | 0.02% | −1,216−13.9% | Reduced |
| Mosaic Financial Group, LLC | 7,530 | $541.0K | 0.44% | +13+0.2% | Added |
| Cornerstone Wealth Group, LLC | 7,521 | $539.9K | 0.04% | +1,736+30.0% | Added |
| Holistic Planning, LLC | 7,513 | $539.3K | 0.18% | +275+3.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,512 | $539.3K | 0.20% | −219−2.8% | Reduced |
| STAR Financial Bank | 7,486 | $537.4K | 0.39% | 00.0% | Unchanged |
| one8zero8, LLC | 7,485 | $537.3K | 0.13% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 7,303 | $536.6K | 0.06% | −265−3.5% | Reduced |
| Magnus Financial Group LLC | 7,465 | $535.9K | 0.05% | +115+1.6% | Added |
| Bouchey Financial Group Ltd | 7,458 | $535.4K | 0.05% | +716+10.6% | Added |
| Connecticut Wealth Management, LLC | 7,452 | $535.0K | 0.03% | −149−2.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $535.0K | 0.08% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7,447 | $534.6K | 0.19% | 00.0% | Unchanged |
| Atom Investors LP | 7,428 | $533.3K | 0.07% | +7,428 | New |
| OneAscent Wealth Management LLC | 7,423 | $533.0K | 0.23% | −1,200−13.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,422 | $532.8K | 0.15% | +279+3.9% | Added |
| MCF Advisors LLC | 7,411 | $532.0K | 0.04% | −337−4.3% | Reduced |
| Weil Company, Inc. | 7,409 | $531.9K | 0.16% | −400−5.1% | Reduced |
| Spinnaker Trust | 7,407 | $531.7K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 7,400 | $531.3K | 0.04% | +62+0.8% | Added |
| Bridge Creek Capital Management LLC | 7,400 | $531.2K | 0.17% | 00.0% | Unchanged |
| Patten & Patten Inc | 7,394 | $530.8K | 0.04% | −57−0.8% | Reduced |
| Oxford Financial Group Ltd | 7,393 | $530.7K | 0.04% | +934+14.5% | Added |
| Sunflower Bank, N.A. | 7,380 | $529.8K | 0.15% | +71+1.0% | Added |
| Money Concepts Capital Corp | 7,371 | $529.2K | 0.04% | +7,371 | New |
| Sound View Wealth Advisors Group, LLC | 7,363 | $528.6K | 0.04% | +115+1.6% | Added |
| Fairview Capital Investment Management, LLC | 7,355 | $528.0K | 0.03% | −300−3.9% | Reduced |
| Financial Insights, Inc. | 7,350 | $527.7K | 0.21% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,437 | $527.5K | 0.10% | +120+1.4% | Added |
| Pacifica Capital Investments, LLC | 7,335 | $527.0K | 0.19% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,319 | $525.4K | 0.24% | +7,319 | New |
| Brueske Advisory Services, LLC | 7,298 | $523.9K | 0.50% | +18+0.2% | Added |
| Occidental Asset Management, LLC | 7,297 | $523.8K | 0.08% | +932+14.6% | Added |
| Wealthstream Advisors, Inc. | 7,284 | $522.9K | 0.10% | +105+1.5% | Added |
| Virtue Capital Management, LLC | 7,291 | $522.8K | 0.06% | +635+9.5% | Added |
| Lakeside Advisors, INC. | 7,275 | $522.3K | 0.35% | 00.0% | Unchanged |