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 |
|---|---|---|---|---|---|
| SPC Financial, Inc. | 6,250 | $448.7K | 0.04% | +151+2.5% | Added |
| Boyd Watterson Asset Management LLC | 6,250 | $448.7K | 0.14% | +1,959+45.7% | Added |
| Compagnie Lombard Odier SCmA | 6,250 | $448.7K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,229 | $447.2K | 0.25% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 6,228 | $447.1K | 0.03% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,222 | $446.7K | 0.06% | +16+0.3% | Added |
| Titleist Asset Management, LLC | 6,207 | $445.6K | 0.05% | −563−8.3% | Reduced |
| Heritage Investment Group, Inc. | 6,205 | $445.5K | 0.08% | 00.0% | Unchanged |
| West Oak Capital, LLC | 6,200 | $445.1K | 0.17% | −500−7.5% | Reduced |
| Wealth Preservation Advisors, LLC | 6,200 | $445.1K | 0.32% | +6,200 | New |
| Nichols & Pratt Advisers LLP | 6,200 | $445.1K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 6,198 | $445.0K | 0.25% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,198 | $445.0K | 0.14% | +410+7.1% | Added |
| SwitchPoint Financial Planning, LLC | 6,196 | $444.8K | 0.42% | +6,196 | New |
| B.O.S.S. Retirement Advisors, LLC | 6,193 | $444.6K | 0.13% | −39,684−86.5% | Reduced |
| Chilton Capital Management LLC | 6,188 | $444.2K | 0.02% | −400−6.1% | Reduced |
| First National Bank & Trust Co of Newtown | 6,178 | $443.5K | 0.09% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 6,166 | $442.7K | 0.09% | +1,099+21.7% | Added |
| WoodTrust Financial Corp | 6,160 | $442.0K | 0.06% | −178−2.8% | Reduced |
| Cascade Financial Partners, LLC | 6,151 | $441.6K | 0.06% | +400+7.0% | Added |
| Morris Financial Concepts, Inc. | 6,145 | $441.1K | 0.19% | −161−2.6% | Reduced |
| Intrua Financial, LLC | 6,137 | $440.5K | 0.07% | −964−13.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,128 | $439.9K | 0.20% | −79−1.3% | Reduced |
| Stokes Family Office, LLC | 6,092 | $437.3K | 0.05% | −7,375−54.8% | Reduced |
| Westhampton Capital, LLC | 6,090 | $437.2K | 0.24% | −400−6.2% | Reduced |
| Family Firm, Inc. | 6,080 | $436.5K | 0.10% | −179−2.9% | Reduced |
| Hohimer Wealth Management, LLC | 6,069 | $435.7K | 0.08% | +946+18.5% | Added |
| Duncker Streett & Co Inc | 6,056 | $434.8K | 0.09% | +7+0.1% | Added |
| Hardy Reed LLC | 6,048 | $434.2K | 0.04% | +484+8.7% | Added |
| Silvia McColl Wealth Management, LLC | 6,047 | $434.1K | 0.33% | +20.0% | Added |
| APCM Wealth Management for Individuals | 6,040 | $433.6K | 0.07% | −244−3.9% | Reduced |
| Cable Hill Partners, LLC | 6,103 | $433.4K | 0.04% | +15+0.2% | Added |
| First National Bank of Hutchinson | 6,029 | $432.8K | 0.29% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 6,024 | $432.5K | 0.17% | −10.0% | Reduced |
| Colonial Trust Co | 6,011 | $431.5K | 0.07% | −467−7.2% | Reduced |
| Annex Advisory Services, LLC | 6,008 | $431.3K | 0.01% | +1,007+20.1% | Added |
| MBL Wealth, LLC | 6,006 | $431.2K | 0.04% | +1,568+35.3% | Added |
| Sterneck Capital Management, LLC | 5,996 | $430.5K | 0.23% | −1,200−16.7% | Reduced |
| Univest Financial Corp | 5,968 | $428.4K | 0.03% | −126−2.1% | Reduced |
| Allegheny Financial Group LTD | 5,948 | $427.0K | 0.11% | −399−6.3% | Reduced |
| Stiles Financial Services Inc | 5,933 | $426.0K | 0.16% | +29+0.5% | Added |
| Marex Group plc | 5,930 | $425.7K | 0.01% | −10,938−64.8% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,911 | $424.4K | 0.34% | +5,911 | New |
| Maven Securities LTD | 5,909 | $424.2K | 0.09% | +5,909 | New |
| Fruth Investment Management | 5,918 | $424.0K | 0.12% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 5,900 | $423.6K | 0.11% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,899 | $423.5K | 0.05% | −84−1.4% | Reduced |
| Searle & Co. | 5,887 | $422.6K | 0.12% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 5,871 | $421.5K | 0.04% | +950+19.3% | Added |
| 180 Wealth Advisors, LLC | 5,836 | $419.0K | 0.07% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 5,832 | $418.7K | 0.04% | −572−8.9% | Reduced |
| PFC Capital Group, Inc. | 5,826 | $418.0K | 0.21% | +276+5.0% | Added |
| Abacus Planning Group, Inc. | 5,787 | $415.4K | 0.07% | +713+14.1% | Added |
| Indiana Trust & Investment Management CO | 5,780 | $414.9K | 0.15% | 00.0% | Unchanged |
| Novem Group | 5,768 | $414.1K | 0.06% | +2,692+87.5% | Added |
| Parsons Capital Management Inc | 5,754 | $413.1K | 0.02% | −177−3.0% | Reduced |
| Peak Planning Group, LLC | 5,744 | $412.4K | 0.17% | +202+3.6% | Added |
| Mezzasalma Advisors, LLC | 5,743 | $412.3K | 0.14% | −64−1.1% | Reduced |
| Gallagher Capital Advisors, LLC | 5,733 | $411.6K | 0.31% | −21−0.4% | Reduced |
| Aprio Wealth Management, LLC | 5,728 | $411.2K | 0.05% | +990+20.9% | Added |
| Denver Wealth Management, Inc. | 5,722 | $410.8K | 0.19% | +175+3.2% | Added |
| AssuredPartners Investment Advisors, LLC | 5,704 | $409.5K | 0.08% | +692+13.8% | Added |
| Security National Bank of So Dak | 5,699 | $409.1K | 0.23% | +342+6.4% | Added |
| Ballast, Inc. | 5,690 | $408.5K | 0.12% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 5,685 | $408.1K | 0.32% | +131+2.4% | Added |
| Secured Retirement Advisors, LLC | 5,685 | $408.1K | 0.26% | +5,685 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,452 | $407.1K | 0.09% | +426+7.1% | Added |
| G2 Capital Management, LLC | 5,652 | $405.8K | 0.12% | +5+0.1% | Added |
| Bradyco, Inc. | 5,630 | $404.2K | 0.31% | −62−1.1% | Reduced |
| Strategic Blueprint, LLC | 5,628 | $404.1K | 0.02% | +162+3.0% | Added |
| Duncan Williams Asset Management, LLC | 5,621 | $403.5K | 0.15% | −93−1.6% | Reduced |
| KWB Wealth | 5,736 | $402.9K | 0.05% | −2,654−31.6% | Reduced |
| New Republic Capital, LLC | 5,598 | $401.9K | 0.17% | +349+6.6% | Added |
| BIP Wealth, LLC | 5,566 | $399.6K | 0.03% | +116+2.1% | Added |
| Accretive Wealth Partners, LLC | 5,430 | $399.0K | 0.14% | +5,430 | New |
| Patrick M Sweeney & Associates, Inc | 5,557 | $398.9K | 0.30% | +195+3.6% | Added |
| Pines Wealth Management, LLC | 6,426 | $398.9K | 0.18% | −338−5.0% | Reduced |
| Ameriflex Group, Inc. | 5,556 | $398.9K | 0.16% | −294−5.0% | Reduced |
| Wealth Management Associates, Inc. | 5,532 | $397.2K | 0.17% | +60+1.1% | Added |
| Icapital Wealth LLC | 5,530 | $397.0K | 0.24% | 00.0% | Unchanged |
| Summit X, LLC | 5,528 | $396.9K | 0.08% | +1,570+39.7% | Added |
| Jacobsen Capital Management | 5,504 | $395.2K | 0.17% | +84+1.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,504 | $395.1K | 0.10% | −60−1.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,502 | $395.0K | 0.09% | +103+1.9% | Added |
| Narwhal Capital Management | 5,492 | $394.3K | 0.04% | −18−0.3% | Reduced |
| Arcataur Capital Management LLC | 5,484 | $393.7K | 0.13% | −370−6.3% | Reduced |
| Bristlecone Advisors, LLC | 5,464 | $392.3K | 0.03% | −965−15.0% | Reduced |
| Tounjian Advisory Partners, LLC | 5,458 | $391.8K | 0.07% | +5,458 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,458 | $391.8K | 0.00% | −898−14.1% | Reduced |
| Howard Capital Management Group, LLC | 5,450 | $391.3K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,444 | $390.9K | 0.02% | −149−2.7% | Reduced |
| Detalus Advisors, LLC | 5,435 | $390.2K | 0.12% | +35+0.6% | Added |
| AlTi Global, Inc. | 5,432 | $389.8K | 0.01% | +172+3.3% | Added |
| ERTS Wealth Advisors, LLC | 5,425 | $389.5K | 0.08% | −421−7.2% | Reduced |
| J.Safra Asset Management Corp | 5,423 | $389.3K | 0.03% | −1,302−19.4% | Reduced |
| First Financial Corp | 5,391 | $387.0K | 0.19% | −418−7.2% | Reduced |
| Warwick Investment Management, Inc. | 5,368 | $385.4K | 0.08% | +263+5.2% | Added |
| OneAscent Investment Solutions LLC | 5,367 | $385.0K | 0.46% | +5,367 | New |
| Smith, Moore & Co. | 5,351 | $384.1K | 0.04% | +105+2.0% | Added |
| GK Wealth Management LLC | 5,345 | $383.7K | 0.48% | +1,191+28.7% | Added |