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 |
|---|---|---|---|---|---|
| Peddock Capital Advisors, LLC | 4,024 | $288.9K | 0.07% | +119+3.0% | Added |
| Copperleaf Capital, LLC | 4,024 | $288.9K | 0.17% | +724+21.9% | Added |
| James Hambro & Partners | 4,019 | $288.5K | 0.01% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,005 | $287.5K | 0.02% | −1,459−26.7% | Reduced |
| Hillsdale Investment Management Inc. | 4,002 | $287.3K | 0.01% | +2,540+173.7% | Added |
| United Bank | 4,000 | $287.2K | 0.04% | 00.0% | Unchanged |
| Epiq Partners, LLC | 4,000 | $287.2K | 0.15% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,999 | $287.1K | 0.22% | −849−17.5% | Reduced |
| Capital Analysts, LLC | 4,003 | $287.0K | 0.01% | +4+0.1% | Added |
| Omnia Family Wealth, LLC | 3,989 | $286.4K | 0.12% | +3,989 | New |
| Impact Capital Partners LLC | 3,968 | $284.9K | 0.10% | +252+6.8% | Added |
| Apexium Financial, LP | 3,960 | $284.3K | 0.02% | −8,976−69.4% | Reduced |
| Heritage Wealth Management, Inc. | 3,955 | $283.9K | 0.10% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 3,946 | $283.3K | 0.14% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 3,944 | $283.1K | 0.05% | +19+0.5% | Added |
| Barnes Wealth Management Group, Inc | 3,944 | $283.1K | 0.18% | +3,944 | New |
| TCI Wealth Advisors, Inc. | 3,941 | $282.9K | 0.02% | −507−11.4% | Reduced |
| Regal Investment Advisors LLC | 3,930 | $282.1K | 0.02% | −149−3.7% | Reduced |
| GW&K Investment Management, LLC | 3,929 | $282.0K | 0.00% | −515−11.6% | Reduced |
| City Center Advisors, LLC | 3,926 | $281.8K | 0.33% | +82+2.1% | Added |
| Donaldson Capital Management, LLC | 3,919 | $281.3K | 0.01% | +3,919 | New |
| Paradigm Capital Management, LLC | 3,914 | $281.0K | 0.29% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 3,897 | $279.8K | 0.18% | +3,897 | New |
| Colonial Trust Advisors | 3,880 | $278.5K | 0.02% | +75+2.0% | Added |
| CRA Financial Services, LLC | 3,879 | $278.5K | 0.05% | +962+33.0% | Added |
| Trustmark National Bank Trust Department | 3,878 | $278.4K | 0.02% | +170+4.6% | Added |
| Vicus Capital | 3,873 | $278.1K | 0.03% | −884−18.6% | Reduced |
| X-Square Capital, LLC | 3,866 | $278.0K | 0.12% | +9+0.2% | Added |
| Sax Wealth Advisors, LLC | 3,869 | $277.7K | 0.02% | +3,869 | New |
| Cooper Capital Advisors LLC | 3,867 | $277.6K | 0.30% | −145−3.6% | Reduced |
| Guardian Wealth Management, Inc. | 3,858 | $277.0K | 0.18% | +6+0.2% | Added |
| Octavia Wealth Advisors, LLC | 3,844 | $276.0K | 0.03% | −189−4.7% | Reduced |
| Financial Security Advisor, Inc. | 3,839 | $275.6K | 0.07% | +96+2.6% | Added |
| Petix & Botte Co | 3,828 | $274.8K | 0.07% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 3,824 | $274.6K | 0.20% | +2+0.1% | Added |
| United Wealth Management, LLC | 3,818 | $274.1K | 0.09% | −980−20.4% | Reduced |
| Financial Network Wealth Advisors LLC | 3,815 | $273.9K | 0.36% | +477+14.3% | Added |
| denkapparat Operations GmbH | 3,810 | $273.5K | 0.29% | −9,488−71.3% | Reduced |
| Centennial Wealth Advisory LLC | 3,805 | $273.2K | 0.10% | +280+7.9% | Added |
| Alan B. Lancz & Associates, Inc. | 3,800 | $272.8K | 0.29% | −1,000−20.8% | Reduced |
| HRC Wealth Management, LLC | 3,800 | $272.8K | 0.17% | +11+0.3% | Added |
| Brio Consultants, LLC | 3,796 | $272.5K | 0.04% | +27+0.7% | Added |
| New Covenant Trust Company, N.A. | 3,845 | $271.8K | 0.29% | −317−7.6% | Reduced |
| Capital Advisors Inc | 3,784 | $271.6K | 0.01% | +614+19.4% | Added |
| Walkner Condon Financial Advisors LLC | 3,778 | $271.2K | 0.05% | +271+7.7% | Added |
| Victory Financial Group, LLC | 3,808 | $271.2K | 0.05% | +831+27.9% | Added |
| Penserra Capital Management LLC | 3,783 | $271.0K | 0.00% | −8,886−70.1% | Reduced |
| Grove Street Fiduciary, LLC | 3,766 | $270.4K | 0.14% | 00.0% | Unchanged |
| Seeds Investor LLC | 3,765 | $270.3K | 0.08% | −659−14.9% | Reduced |
| Acorn Wealth Advisors, LLC | 3,757 | $269.7K | 0.11% | −210−5.3% | Reduced |
| Affinity Capital Advisors, LLC | 4,307 | $269.2K | 0.05% | +147+3.5% | Added |
| Outlook Wealth Advisors, LLC | 3,740 | $268.5K | 0.07% | +50+1.4% | Added |
| Ashton Thomas Securities, LLC | 3,730 | $267.8K | 0.07% | +52+1.4% | Added |
| Capital Management Associates, Inc | 3,704 | $265.9K | 0.06% | +136+3.8% | Added |
| 10Elms LLP | 3,701 | $265.7K | 0.27% | +1,100+42.3% | Added |
| Ayrshire Capital Management LLC | 3,700 | $265.6K | 0.13% | −2,800−43.1% | Reduced |
| Sunpointe, LLC | 3,688 | $264.8K | 0.14% | −1,070−22.5% | Reduced |
| Wedgewood Investors Inc | 3,684 | $264.5K | 0.31% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 3,683 | $264.4K | 0.20% | −9−0.2% | Reduced |
| Wealth Management Partners, LLC | 3,677 | $264.0K | 0.12% | −3,037−45.2% | Reduced |
| Wealthquest Corp | 3,676 | $263.9K | 0.02% | −60−1.6% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 3,660 | $262.8K | 0.25% | −660−15.3% | Reduced |
| Endowment Wealth Management, Inc. | 3,660 | $262.7K | 0.17% | +40+1.1% | Added |
| Morris Retirement Advisors, LLC | 3,651 | $262.1K | 0.14% | +530+17.0% | Added |
| Juncture Wealth Strategies, LLC | 3,650 | $262.0K | 0.10% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,643 | $261.5K | 0.21% | 00.0% | Unchanged |
| AXS Investments LLC | 3,637 | $261.1K | 0.07% | −159−4.2% | Reduced |
| Beacon Financial Advisory LLC | 3,637 | $261.1K | 0.08% | +50+1.4% | Added |
| Boston Family Office LLC | 3,623 | $260.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,620 | $259.9K | 0.04% | −889−19.7% | Reduced |
| Eagle Wealth Strategies LLC | 3,619 | $259.8K | 0.16% | +7+0.2% | Added |
| Madrona Financial Services, LLC | 3,618 | $259.7K | 0.07% | −50−1.4% | Reduced |
| Monterey Private Wealth, Inc. | 3,601 | $258.5K | 0.08% | −1,175−24.6% | Reduced |
| SWP Financial LLC | 3,597 | $258.2K | 0.16% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,591 | $257.8K | 0.04% | +36+1.0% | Added |
| Greenwood Gearhart Inc | 3,590 | $257.7K | 0.02% | −271−7.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,579 | $256.9K | 0.06% | +120+3.5% | Added |
| Magnolia Capital Advisors LLC | 3,568 | $256.2K | 0.07% | −196−5.2% | Reduced |
| Catalina Capital Group, LLC | 3,554 | $255.2K | 0.17% | −7,115−66.7% | Reduced |
| Wealth Group, Ltd. | 3,554 | $255.0K | 0.17% | −393−10.0% | Reduced |
| W Advisors, LLC | 3,531 | $253.5K | 0.16% | +3,531 | New |
| Motive Wealth Advisors | 3,526 | $253.1K | 0.14% | +93+2.7% | Added |
| Lifelong Wealth Advisors, Inc. | 3,526 | $253.1K | 0.12% | +3,526 | New |
| LifePlan Financial, LLC | 3,520 | $252.7K | 0.22% | −1,096−23.7% | Reduced |
| Tobam | 3,506 | $252.0K | 0.11% | −6,703−65.7% | Reduced |
| Oregon Pacific Wealth Management, LLC | 3,504 | $251.6K | 0.25% | +214+6.5% | Added |
| Custom Index Systems, LLC | 3,500 | $251.3K | 0.13% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 3,444 | $251.2K | 0.13% | −1,361−28.3% | Reduced |
| First Interstate Bank | 3,486 | $250.3K | 0.01% | −227−6.1% | Reduced |
| Atlas Legacy Advisors, LLC | 3,486 | $250.3K | 0.06% | 00.0% | Unchanged |
| McMill Wealth Management | 3,479 | $249.8K | 0.09% | +30+0.9% | Added |
| Trust Co of Virginia | 3,476 | $249.5K | 0.02% | 00.0% | Unchanged |
| Northstar Group, Inc. | 3,474 | $249.4K | 0.04% | 00.0% | Unchanged |
| Sprinkle Financial Consultants LLC | 3,473 | $249.3K | 0.16% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,468 | $249.0K | 0.03% | −65−1.8% | Reduced |
| Liberty Square Wealth Partners LLC | 3,465 | $248.8K | 0.09% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 3,452 | $247.8K | 0.12% | +11+0.3% | Added |
| Lionshead Wealth Management, LLC | 3,452 | $247.8K | 0.26% | −10−0.3% | Reduced |
| Amarillo National Bank | 3,450 | $247.7K | 0.05% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 3,441 | $247.0K | 0.22% | +3,441 | New |