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 |
|---|---|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 4,671 | $335.3K | 0.02% | +907+24.1% | Added |
| Buckhead Capital Management LLC | 4,664 | $334.8K | 0.11% | −25−0.5% | Reduced |
| Alternative Investment Advisors, LLC. | 4,656 | $334.3K | 0.18% | +20.0% | Added |
| First Western Trust Bank | 4,641 | $333.2K | 0.02% | −136−2.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,636 | $332.8K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 4,634 | $332.7K | 0.09% | −125−2.6% | Reduced |
| First Financial Group Corp | 4,609 | $330.9K | 0.37% | −95−2.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,705 | $330.5K | 0.11% | −104−2.2% | Reduced |
| Cohen & Steers, Inc. | 4,600 | $330.0K | 0.00% | +4,600 | New |
| Bruce G. Allen Investments, LLC | 4,587 | $329.3K | 0.26% | −583−11.3% | Reduced |
| QTR Family Wealth, LLC | 4,580 | $328.8K | 0.25% | +4,580 | New |
| Talisman Wealth Advisors LLC | 4,575 | $328.5K | 0.34% | +53+1.2% | Added |
| Concentrum Wealth Management | 4,561 | $327.5K | 0.12% | +396+9.5% | Added |
| Prentiss Smith & Co Inc | 4,560 | $327.4K | 0.21% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,556 | $327.1K | 0.07% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 4,545 | $326.3K | 0.28% | −339−6.9% | Reduced |
| MBB Public Markets I LLC | 4,541 | $326.0K | 0.04% | +4,541 | New |
| Integral Investment Advisors, Inc. | 4,538 | $325.8K | 0.10% | −3,572−44.0% | Reduced |
| Advisor Resource Council | 4,536 | $325.7K | 0.03% | +4,536 | New |
| Caliber Wealth Management, LLC | 4,518 | $324.3K | 0.04% | +4,518 | New |
| Caldwell Sutter Capital, Inc. | 4,517 | $324.2K | 0.15% | −138−3.0% | Reduced |
| Stonebrook Private Inc. | 4,501 | $323.1K | 0.08% | +462+11.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $323.1K | 0.21% | −3,337−42.6% | Reduced |
| J. Safra Sarasin Holding AG | 4,500 | $323.1K | 0.01% | +886+24.5% | Added |
| CTC Alternative Strategies, Ltd. | 4,500 | $323.1K | 0.39% | +4,500 | New |
| Bill Few Associates, Inc. | 4,487 | $322.1K | 0.12% | 00.0% | Unchanged |
| Charter Trust Co | 4,480 | $321.6K | 0.02% | −81−1.8% | Reduced |
| Capital Square, LLC | 4,468 | $320.8K | 0.19% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,460 | $320.1K | 0.07% | +133+3.1% | Added |
| SRS Capital Advisors, Inc. | 4,458 | $320.1K | 0.02% | −951−17.6% | Reduced |
| WSFS Capital Management, LLC | 4,452 | $319.6K | 0.02% | +598+15.5% | Added |
| Johnson & White Wealth Management, LLC | 4,450 | $319.0K | 0.18% | +10.0% | Added |
| Evolution Advisers, Inc. | 4,442 | $318.0K | 0.17% | −370−7.7% | Reduced |
| First American Bank | 4,422 | $317.5K | 0.02% | +187+4.4% | Added |
| Integrity Wealth Advisors, Inc. | 4,410 | $316.6K | 0.23% | −713−13.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 4,400 | $315.9K | 0.08% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 4,400 | $315.9K | 0.13% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,395 | $315.6K | 0.06% | +816+22.8% | Added |
| Centiva Capital, LP | 4,393 | $315.4K | 0.02% | −7,010−61.5% | Reduced |
| Maripau Wealth Management LLC | 4,388 | $315.0K | 0.18% | −47−1.1% | Reduced |
| True Vision MN LLC | 4,387 | $314.9K | 0.19% | +4,387 | New |
| Catalytic Wealth RIA, LLC | 4,386 | $314.9K | 0.06% | +152+3.6% | Added |
| Vaughan David Investments LLC | 4,369 | $314.0K | 0.01% | +336+8.3% | Added |
| Capula Management Ltd | 4,368 | $313.6K | 0.00% | +2,850+187.7% | Added |
| Tyler-Stone Wealth Management | 4,356 | $312.7K | 0.06% | +272+6.7% | Added |
| Inscription Capital, LLC | 5,390 | $312.4K | 0.05% | +5,390 | New |
| Chesapeake Wealth Management | 4,340 | $311.6K | 0.11% | 00.0% | Unchanged |
| Novare Capital Management LLC | 4,332 | $311.0K | 0.03% | +933+27.4% | Added |
| Asset Dedication, LLC | 4,321 | $310.2K | 0.03% | −220−4.8% | Reduced |
| Aviance Capital Partners, LLC | 4,316 | $309.8K | 0.04% | −1,200−21.8% | Reduced |
| Professional Financial Advisors, LLC | 4,299 | $308.6K | 0.08% | +20+0.5% | Added |
| Ameliora Wealth Management Ltd. | 4,294 | $308.3K | 0.12% | −706−14.1% | Reduced |
| IFG Advisors, LLC | 4,279 | $307.2K | 0.06% | +10.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,275 | $306.9K | 0.16% | +12+0.3% | Added |
| Weinberger Asset Management, Inc | 4,271 | $306.6K | 0.13% | −140−3.2% | Reduced |
| tru Independence LLC | 4,259 | $305.8K | 0.09% | +301+7.6% | Added |
| Arista Wealth Management, LLC | 4,259 | $305.7K | 0.07% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,255 | $305.5K | 0.05% | +551+14.9% | Added |
| Verity & Verity, LLC | 4,230 | $303.7K | 0.03% | −645−13.2% | Reduced |
| Five Oceans Advisors | 4,228 | $303.5K | 0.15% | +567+15.5% | Added |
| Green Harvest Asset Management LLC | 4,225 | $303.3K | 0.01% | +142+3.5% | Added |
| Keynote Financial Services LLC | 4,225 | $303.3K | 0.22% | −65−1.5% | Reduced |
| Consolidated Planning Corp | 4,213 | $302.5K | 0.04% | +100+2.4% | Added |
| SGL Investment Advisors, Inc. | 4,123 | $302.3K | 0.16% | +562+15.8% | Added |
| Romano Brothers and Company | 4,203 | $301.7K | 0.04% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,227 | $301.4K | 0.02% | +482+12.9% | Added |
| Laraway Financial Inc | 4,180 | $300.0K | 0.24% | −249−5.6% | Reduced |
| Strategic Financial Concepts, LLC | 4,174 | $299.7K | 0.06% | +4,174 | New |
| West Michigan Advisors, LLC | 4,170 | $299.4K | 0.10% | −169−3.9% | Reduced |
| Private Wealth Group, LLC | 4,170 | $299.4K | 0.18% | +58+1.4% | Added |
| Centerpoint Advisory Group | 4,159 | $298.6K | 0.29% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 4,159 | $298.6K | 0.05% | +733+21.4% | Added |
| Paradigm Financial Partners, LLC | 4,158 | $298.5K | 0.04% | +584+16.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,151 | $298.1K | 0.17% | −79−1.9% | Reduced |
| Ellis Investment Partners, LLC | 4,151 | $298.0K | 0.06% | −61−1.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,384 | $297.9K | 0.00% | −42−0.9% | Reduced |
| Tillman Hartley LLC | 4,147 | $297.7K | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 4,144 | $297.5K | 0.04% | +74+1.8% | Added |
| Gradient Capital Advisors, LLC | 4,140 | $297.2K | 0.10% | +14+0.3% | Added |
| Farringdon Capital, Ltd. | 4,139 | $297.1K | 0.15% | +4,139 | New |
| Blue Bell Private Wealth Management, LLC | 4,128 | $296.3K | 0.06% | +20+0.5% | Added |
| Slagle Financial, LLC | 4,121 | $295.9K | 0.13% | −648−13.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,101 | $294.4K | 0.07% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 4,100 | $294.3K | 0.03% | −200−4.7% | Reduced |
| Bernardo Wealth Planning LLC | 4,102 | $294.0K | 0.07% | +220+5.7% | Added |
| Principal Street Partners, LLC | 4,092 | $293.8K | 0.05% | −42−1.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,091 | $293.7K | 0.05% | −58−1.4% | Reduced |
| MKT Advisors LLC | 4,724 | $293.7K | 0.14% | −25−0.5% | Reduced |
| Beck Mack & Oliver LLC | 4,082 | $293.0K | 0.01% | +510+14.3% | Added |
| Saxon Interests, Inc. | 4,081 | $293.0K | 0.14% | +10.0% | Added |
| Centurion Wealth Management LLC | 4,139 | $290.7K | 0.09% | 00.0% | Unchanged |
| Grove Bank & Trust | 4,048 | $290.6K | 0.04% | +957+31.0% | Added |
| Twin Focus Capital Partners, LLC | 4,047 | $290.5K | 0.05% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 4,047 | $290.5K | 0.07% | +113+2.9% | Added |
| First Pacific Financial | 4,045 | $290.4K | 0.06% | +166+4.3% | Added |
| Hazlett, Burt & Watson, Inc. | 4,034 | $290.0K | 0.13% | +865+27.3% | Added |
| Camden National Bank | 4,039 | $290.0K | 0.04% | +173+4.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,035 | $289.7K | 0.12% | +182+4.7% | Added |
| Newman Dignan & Sheerar, Inc. | 4,030 | $289.3K | 0.08% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 4,030 | $289.0K | 0.06% | −4,225−51.2% | Reduced |