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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 7,274 | $522.2K | 0.06% | +626+9.4% | Added |
| Everpar Advisors LLC | 7,272 | $522.1K | 0.28% | +72+1.0% | Added |
| Weaver Consulting Group | 7,267 | $521.7K | 0.16% | +9+0.1% | Added |
| Texas Capital Bancshares Inc | 7,258 | $521.1K | 0.22% | −39−0.5% | Reduced |
| Defender Capital, LLC. | 7,250 | $520.7K | 0.21% | +7,250 | New |
| Howe & Rusling Inc | 7,233 | $519.3K | 0.04% | −375−4.9% | Reduced |
| Alpha Family Trust | 7,220 | $518.3K | 0.30% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 7,219 | $518.2K | 0.11% | +67+0.9% | Added |
| Sentry Investment Management LLC | 8,321 | $517.0K | 0.35% | +1,898+29.6% | Added |
| Well Done, LLC | 7,323 | $514.4K | 0.09% | −241−3.2% | Reduced |
| Elyxium Wealth, LLC | 7,156 | $513.7K | 0.23% | +7,156 | New |
| Summit Asset Management, LLC | 7,150 | $513.3K | 0.09% | 00.0% | Unchanged |
| Verum Partners LLC | 7,137 | $512.3K | 0.14% | +18+0.3% | Added |
| Cassaday & Co Wealth Management LLC | 7,132 | $512.0K | 0.01% | +479+7.2% | Added |
| UMA Financial Services, Inc. | 7,111 | $510.5K | 0.09% | −53−0.7% | Reduced |
| S.A. Mason LLC | 7,103 | $509.9K | 0.27% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 7,098 | $509.6K | 0.07% | +245+3.6% | Added |
| CoreCap Advisors, LLC | 7,093 | $509.2K | 0.02% | +1,433+25.3% | Added |
| MONECO Advisors, LLC | 7,085 | $508.7K | 0.05% | +67+1.0% | Added |
| Kathleen S. Wright Associates Inc. | 7,075 | $508.6K | 0.21% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 7,235 | $508.2K | 0.09% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 7,076 | $508.0K | 0.10% | −244−3.3% | Reduced |
| John W. Brooker & Co., CPAs | 7,075 | $507.9K | 0.21% | 00.0% | Unchanged |
| New Hampshire Trust | 7,065 | $507.2K | 0.12% | −40−0.6% | Reduced |
| Red Door Wealth Management, LLC | 7,020 | $504.0K | 0.07% | +1,623+30.1% | Added |
| Seven Mile Advisory | 7,019 | $503.9K | 0.34% | +383+5.8% | Added |
| SNS Financial Group, LLC | 7,009 | $503.2K | 0.05% | +43+0.6% | Added |
| Wayfinding Financial, LLC | 7,019 | $503.0K | 0.22% | +265+3.9% | Added |
| Kearns & Associates LLC | 7,000 | $502.5K | 0.33% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,991 | $501.9K | 0.20% | −295−4.0% | Reduced |
| BancorpSouth Bank | 6,983 | $501.3K | 0.04% | −28−0.4% | Reduced |
| Baron Wealth Management LLC | 6,981 | $501.2K | 0.22% | +2,145+44.4% | Added |
| Fort Point Capital Partners LLC | 6,959 | $499.6K | 0.06% | −634−8.3% | Reduced |
| 17 Capital Partners, LLC | 6,910 | $496.1K | 0.32% | +987+16.7% | Added |
| HHM Wealth Advisors, LLC | 6,897 | $495.1K | 0.07% | +10.0% | Added |
| Bingham Private Wealth, LLC | 6,885 | $494.3K | 0.51% | +418+6.5% | Added |
| Heartland Bank & Trust Co | 6,884 | $494.2K | 0.25% | −8,818−56.2% | Reduced |
| Means Investment Co., Inc. | 6,884 | $494.2K | 0.05% | +18+0.3% | Added |
| Bridgewater Advisors Inc. | 6,934 | $493.0K | 0.04% | +6,934 | New |
| Piscataqua Savings Bank | 6,866 | $492.9K | 0.44% | +4+0.1% | Added |
| Ssi Investment Management LLC | 6,862 | $492.6K | 0.04% | −30.0% | Reduced |
| Petros Family Wealth, LLC | 6,852 | $491.9K | 0.54% | +295+4.5% | Added |
| Intrust Bank NA | 6,845 | $491.5K | 0.05% | −1,064−13.5% | Reduced |
| Austin Private Wealth, LLC | 6,835 | $490.7K | 0.04% | +563+9.0% | Added |
| Procyon Private Wealth Partners, LLC | 6,823 | $489.8K | 0.03% | +184+2.8% | Added |
| Douglas Lane & Associates, LLC | 6,823 | $489.8K | 0.01% | −3,809−35.8% | Reduced |
| Alps Advisors Inc | 6,821 | $489.7K | 0.00% | −5,617−45.2% | Reduced |
| TFR Capital, LLC. | 6,809 | $488.8K | 0.20% | +3,767+123.8% | Added |
| Schulhoff & Co Inc | 6,804 | $488.5K | 0.22% | −173−2.5% | Reduced |
| Atlas Brown,Inc. | 6,803 | $488.4K | 0.17% | +50+0.7% | Added |
| Cowa, LLC | 6,800 | $488.2K | 0.21% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 6,797 | $488.0K | 0.04% | 00.0% | Unchanged |
| Burton Enright Welch | 6,771 | $486.1K | 0.10% | +713+11.8% | Added |
| Fortem Financial Group, LLC | 6,759 | $485.2K | 0.19% | +150+2.3% | Added |
| LVW Advisors, LLC | 6,757 | $485.1K | 0.06% | −185−2.7% | Reduced |
| Sequent Asset Management, LLC | 6,753 | $484.8K | 0.27% | −42−0.6% | Reduced |
| Drexel Morgan & Co. | 6,747 | $484.4K | 0.10% | 00.0% | Unchanged |
| Maia Wealth LLC | 7,665 | $483.6K | 0.11% | +481+6.7% | Added |
| Aull & Monroe Investment Management Corp | 6,718 | $482.3K | 0.24% | −122−1.8% | Reduced |
| Confluence Wealth Services, Inc. | 7,090 | $481.7K | 0.03% | −60−0.8% | Reduced |
| Traynor Capital Management, Inc. | 6,698 | $480.9K | 0.04% | +3,474+107.8% | Added |
| North Berkeley Wealth Management, LLC | 6,697 | $480.8K | 0.50% | −595−8.2% | Reduced |
| Tucker Asset Management LLC | 6,693 | $480.5K | 0.16% | −1,744−20.7% | Reduced |
| LRI Investments, LLC | 6,690 | $480.3K | 0.05% | −246−3.5% | Reduced |
| Thompson Investment Management, Inc. | 6,677 | $479.4K | 0.07% | −335−4.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 6,670 | $479.0K | 0.10% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 6,670 | $478.8K | 0.24% | −2,189−24.7% | Reduced |
| Main Street Financial Solutions, LLC | 6,640 | $476.7K | 0.04% | −3,146−32.1% | Reduced |
| Advyzon Investment Management, LLC | 6,639 | $476.6K | 0.17% | −902−12.0% | Reduced |
| Belmont Capital, LLC | 6,638 | $476.5K | 0.09% | −52−0.8% | Reduced |
| Advisor OS, LLC | 6,632 | $476.2K | 0.05% | −996−13.1% | Reduced |
| Spartan Planning & Wealth Management | 6,630 | $476.0K | 0.46% | +578+9.6% | Added |
| Western Pacific Wealth Management, LP | 6,626 | $475.7K | 0.43% | −1,945−22.7% | Reduced |
| Canopy Partners, LLC | 6,619 | $475.2K | 0.19% | +88+1.3% | Added |
| Simmons Bank | 6,601 | $473.9K | 0.04% | −100−1.5% | Reduced |
| Lynch & Associates | 6,594 | $473.4K | 0.10% | −12−0.2% | Reduced |
| Peak Retirement Planning, Inc. | 6,587 | $472.9K | 0.26% | +6,587 | New |
| CVA Family Office, LLC | 6,571 | $471.7K | 0.07% | +602+10.1% | Added |
| Mengis Capital Management, Inc. | 6,564 | $471.3K | 0.10% | +50+0.8% | Added |
| BCJ Capital Management, LLC | 6,545 | $469.9K | 0.03% | +6,545 | New |
| Keystone Financial Group | 6,500 | $466.6K | 0.05% | −1,022−13.6% | Reduced |
| Alpha Advisors, LLC | 6,496 | $466.4K | 0.41% | +164+2.6% | Added |
| RD Lewis Holdings, Inc. | 6,318 | $466.3K | 0.53% | +350+5.9% | Added |
| Sawgrass Asset Management LLC | 6,493 | $466.1K | 0.06% | +6,493 | New |
| Michael A. Dubis Financial Planning, LLC | 6,492 | $466.1K | 0.45% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 6,477 | $465.0K | 0.34% | +10+0.2% | Added |
| ASB Consultores, LLC | 6,473 | $464.7K | 0.30% | −5,157−44.3% | Reduced |
| Lincoln Capital LLC | 7,012 | $464.4K | 0.10% | +10.0% | Added |
| Traphagen Investment Advisors LLC | 6,448 | $462.9K | 0.05% | +538+9.1% | Added |
| TBH Global Asset Management, LLC | 6,436 | $462.0K | 0.09% | +225+3.6% | Added |
| Founders Financial Alliance, LLC | 6,421 | $461.0K | 0.11% | −514−7.4% | Reduced |
| Campion Asset Management LLC | 6,405 | $459.8K | 0.36% | −1,010−13.6% | Reduced |
| Redwood Investment Management, LLC | 6,397 | $459.0K | 0.05% | +6,397 | New |
| Richard W. Paul & Associates, LLC | 6,382 | $458.2K | 0.18% | −58−0.9% | Reduced |
| M3 Advisory Group, LLC | 6,352 | $456.0K | 0.36% | +200+3.3% | Added |
| Zullo Investment Group, Inc. | 6,327 | $454.2K | 0.19% | +147+2.4% | Added |
| Evernest Financial Advisors, LLC | 6,304 | $452.6K | 0.16% | +963+18.0% | Added |
| Front Row Advisors LLC | 6,293 | $451.8K | 0.17% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 6,286 | $451.3K | 0.23% | +119+1.9% | Added |
| Fortress Financial Group, LLC | 6,276 | $450.6K | 0.45% | +15+0.2% | Added |