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 |
|---|---|---|---|---|---|
| BlackDiamond Wealth Management Inc. | 5,294 | $383.5K | 0.26% | +290+5.8% | Added |
| CenterBook Partners LP | 5,321 | $382.0K | 0.02% | −889−14.3% | Reduced |
| Register Financial Advisors LLC | 5,314 | $381.5K | 0.20% | +78+1.5% | Added |
| Mma Asset Management LLC | 5,310 | $381.2K | 0.16% | +45+0.9% | Added |
| Constitution Capital LLC | 5,300 | $380.5K | 0.21% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 5,300 | $380.5K | 0.28% | +50+1.0% | Added |
| Mirador Capital Partners LP | 5,292 | $379.9K | 0.07% | +181+3.5% | Added |
| Matrix Private Capital Group LLC | 5,282 | $379.2K | 0.23% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 5,281 | $379.1K | 0.43% | +112+2.2% | Added |
| Moloney Securities Asset Management, LLC | 5,266 | $378.0K | 0.05% | +843+19.1% | Added |
| Smithfield Trust Co | 5,254 | $378.0K | 0.02% | −300−5.4% | Reduced |
| First Command Advisory Services, Inc. | 5,251 | $377.0K | 0.00% | +333+6.8% | Added |
| Americana Partners, LLC | 5,249 | $376.8K | 0.01% | −70,542−93.1% | Reduced |
| Washington Trust Advisors, Inc. | 5,212 | $374.2K | 0.03% | −1,775−25.4% | Reduced |
| Klingenstein Fields & Co LP | 5,206 | $373.7K | 0.02% | +98+1.9% | Added |
| Cary Street Partner Investment Advisory LLC | 5,192 | $372.8K | 0.21% | +762+17.2% | Added |
| Northeast Financial Consultants Inc | 5,186 | $372.3K | 0.02% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 5,176 | $371.6K | 0.08% | −108−2.0% | Reduced |
| Blueshift Asset Management, LLC | 5,169 | $371.1K | 0.15% | +5,169 | New |
| Raelipskie Partnership | 5,165 | $370.8K | 0.19% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 5,160 | $370.5K | 0.21% | −20.0% | Reduced |
| Eagle Harbor Asset Management Inc | 5,157 | $370.2K | 0.38% | −300−5.5% | Reduced |
| Beach Investment Counsel Inc | 5,158 | $370.0K | 0.05% | −75−1.4% | Reduced |
| Salomon & Ludwin, LLC | 5,149 | $369.6K | 0.04% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 5,148 | $369.6K | 0.08% | −120−2.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,139 | $368.9K | 0.05% | −226−4.2% | Reduced |
| Community Trust & Investment Co | 5,134 | $368.6K | 0.02% | −284−5.2% | Reduced |
| Ellevest, Inc. | 5,131 | $368.4K | 0.02% | +20.0% | Added |
| Financial Advocates Investment Management | 5,124 | $367.9K | 0.03% | −1,174−18.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,117 | $367.3K | 0.09% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 5,117 | $367.3K | 0.11% | +24+0.5% | Added |
| Great Waters Wealth Management | 5,116 | $367.2K | 0.05% | −1,809−26.1% | Reduced |
| VSM Wealth Advisory, LLC | 5,108 | $366.7K | 0.13% | −1,000−16.4% | Reduced |
| Whalerock Point Partners, LLC | 5,108 | $366.7K | 0.09% | 00.0% | Unchanged |
| Burt Wealth Advisors | 5,101 | $366.2K | 0.09% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,092 | $365.5K | 0.04% | +1,270+33.2% | Added |
| Birch Hill Investment Advisors LLC | 5,079 | $364.6K | 0.02% | −53−1.0% | Reduced |
| Golden State Wealth Management, LLC | 5,075 | $364.4K | 0.05% | −97−1.9% | Reduced |
| FourThought Financial Partners, LLC | 5,074 | $364.3K | 0.04% | −258−4.8% | Reduced |
| Forte Capital LLC | 5,074 | $364.3K | 0.04% | +499+10.9% | Added |
| Ewa, LLC | 5,054 | $362.8K | 0.13% | +608+13.7% | Added |
| Advanced Portfolio Management, LLC | 5,046 | $362.3K | 0.73% | +5,046 | New |
| Tompkins Financial Corp | 5,045 | $362.2K | 0.03% | +112+2.3% | Added |
| Candriam Luxembourg S.C.A. | 5,040 | $361.8K | 0.00% | −992−16.4% | Reduced |
| True Link Financial Advisors, LLC | 5,039 | $361.8K | 0.03% | +5,039 | New |
| Willner & Heller, LLC | 5,023 | $360.6K | 0.33% | +25+0.5% | Added |
| Puzo Michael J | 5,000 | $358.9K | 0.10% | 00.0% | Unchanged |
| Ruffer LLP | 5,000 | $358.9K | 0.01% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 4,998 | $358.8K | 0.05% | +6+0.1% | Added |
| Sand Hill Global Advisors, LLC | 4,987 | $358.0K | 0.01% | −1,214−19.6% | Reduced |
| Blue Barn Wealth, LLC | 4,987 | $358.0K | 0.19% | −67−1.3% | Reduced |
| WealthTrust Axiom LLC | 4,987 | $358.0K | 0.11% | +750+17.7% | Added |
| Narus Financial Partners, LLC | 4,986 | $357.9K | 0.12% | +213+4.5% | Added |
| Walker Asset Management, LLC | 4,983 | $357.7K | 0.22% | +23+0.5% | Added |
| Mayflower Financial Advisors, LLC | 4,973 | $357.0K | 0.05% | −513−9.4% | Reduced |
| Keebeck Wealth Management, LLC | 4,955 | $355.7K | 0.05% | +483+10.8% | Added |
| Founders Capital Management | 4,942 | $354.8K | 0.23% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 4,938 | $354.5K | 0.12% | −102−2.0% | Reduced |
| Formidable Asset Management, LLC | 4,934 | $354.2K | 0.06% | −198−3.9% | Reduced |
| CoreFirst Bank & Trust | 4,925 | $353.6K | 0.23% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,918 | $353.0K | 0.03% | −30,618−86.2% | Reduced |
| Check Capital Management Inc | 4,913 | $352.7K | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 4,908 | $352.4K | 0.04% | +311+6.8% | Added |
| Ullmann Financial Group, Inc. | 4,902 | $351.9K | 0.05% | −512−9.5% | Reduced |
| Green Square Capital Advisors LLC | 4,884 | $350.6K | 0.05% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 4,869 | $349.5K | 0.04% | +1,079+28.5% | Added |
| Plante Moran Financial Advisors, LLC | 4,865 | $349.2K | 0.03% | −171−3.4% | Reduced |
| Y.D. More Investments Ltd | 4,862 | $349.0K | 0.03% | +449+10.2% | Added |
| Inspire Advisors, LLC | 4,861 | $349.0K | 0.04% | +4+0.1% | Added |
| Black Diamond Financial, LLC | 4,856 | $348.7K | 0.05% | +42+0.9% | Added |
| Kesler, Norman & Wride, LLC | 4,856 | $348.6K | 0.07% | −708−12.7% | Reduced |
| Samalin Investment Counsel, LLC | 4,851 | $348.3K | 0.14% | +354+7.9% | Added |
| Jacksonville Wealth Management, LLC | 4,850 | $348.2K | 0.34% | +4,850 | New |
| Accelerate Investment Advisors LLC | 4,849 | $348.1K | 0.29% | +20.0% | Added |
| MinichMacGregor Wealth Management, LLC | 4,845 | $347.8K | 0.08% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,844 | $347.7K | 0.24% | −24−0.5% | Reduced |
| Brewster Financial Planning LLC | 4,826 | $346.4K | 0.26% | +22+0.5% | Added |
| ERn Financial, LLC | 4,814 | $345.6K | 0.05% | −67−1.4% | Reduced |
| GFS Advisors, LLC | 4,812 | $345.0K | 0.07% | −136−2.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,803 | $344.8K | 0.08% | −64−1.3% | Reduced |
| Sachetta, LLC | 4,790 | $343.9K | 0.14% | −25−0.5% | Reduced |
| Leo Wealth, LLC | 4,789 | $343.8K | 0.05% | +46+1.0% | Added |
| Sentinus, LLC | 4,786 | $343.6K | 0.10% | +434+10.0% | Added |
| Destination Wealth Management | 4,786 | $343.6K | 0.01% | −4,145−46.4% | Reduced |
| Traveka Wealth, LLC | 4,781 | $343.2K | 0.19% | −114−2.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 4,775 | $342.8K | 0.03% | +1,250+35.5% | Added |
| New Wave Wealth Advisors LLC | 4,765 | $342.1K | 0.15% | −1,953−29.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,765 | $342.1K | 0.02% | −424−8.2% | Reduced |
| Hayek Kallen Investment Management | 4,760 | $342.0K | 0.13% | 00.0% | Unchanged |
| Gould Asset Management LLC | 4,757 | $341.5K | 0.07% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,751 | $341.1K | 0.05% | +361+8.2% | Added |
| Brady Martz Wealth Solutions, LLC | 4,736 | $340.0K | 0.08% | +12+0.3% | Added |
| O'Rourke & Company, Inc | 4,729 | $339.5K | 0.17% | +3+0.1% | Added |
| Oak Hill Wealth Advisors, LLC | 4,719 | $338.8K | 0.08% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 4,712 | $338.3K | 0.09% | −40−0.8% | Reduced |
| Leuthold Group, LLC | 4,702 | $337.6K | 0.04% | −202−4.1% | Reduced |
| Dempze Nancy E | 4,700 | $337.4K | 0.20% | −602−11.4% | Reduced |
| Beta Wealth Group, Inc. | 4,700 | $337.4K | 0.12% | +4,700 | New |
| Sonora Investment Management Group, LLC | 4,699 | $337.4K | 0.03% | +973+26.1% | Added |
| Waldron Private Wealth LLC | 4,671 | $335.3K | 0.02% | −9,577−67.2% | Reduced |