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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,440 | $247.0K | 0.08% | −50−1.4% | Reduced |
| Planned Solutions, Inc. | 3,440 | $247.0K | 0.10% | +300+9.6% | Added |
| Braun-Bostich & Associates Inc. | 3,439 | $246.9K | 0.18% | −59−1.7% | Reduced |
| Power Wealth Management LLC | 3,438 | $246.8K | 0.10% | −792−18.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,433 | $246.4K | 0.04% | +5+0.1% | Added |
| BetterWealth, LLC | 3,421 | $245.6K | 0.07% | +103+3.1% | Added |
| Consilio Wealth Advisors, LLC | 3,409 | $244.7K | 0.10% | +200+6.2% | Added |
| Flagship Harbor Advisors, LLC | 3,406 | $244.5K | 0.01% | +60+1.8% | Added |
| SFE Investment Counsel | 3,399 | $244.0K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,400 | $244.0K | 0.00% | +3,400 | New |
| New Jersey Better Educational Savings Trust | 3,398 | $243.9K | 0.47% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 3,393 | $243.6K | 0.01% | +332+10.8% | Added |
| Rise Advisors, LLC | 3,372 | $242.1K | 0.11% | +52+1.6% | Added |
| Claret Asset Management Corp | 3,365 | $242.0K | 0.03% | −37−1.1% | Reduced |
| Convergence Financial, LLC | 3,368 | $241.8K | 0.05% | +344+11.4% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,362 | $241.4K | 0.07% | +139+4.3% | Added |
| United Bank | 3,358 | $241.1K | 0.10% | +10.0% | Added |
| Citizens Business Bank | 3,344 | $240.1K | 0.05% | – | – |
| BTG Pactual Asset Management US LLC | 3,335 | $239.4K | 0.03% | −63,947−95.0% | Reduced |
| Cedar Point Capital Partners, LLC | 3,332 | $239.2K | 0.16% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,332 | $239.0K | 0.03% | −2−0.1% | Reduced |
| Finer Wealth Management, Inc. | 3,326 | $238.8K | 0.14% | −56−1.7% | Reduced |
| Granite Harbor Advisors, Inc. | 3,326 | $238.8K | 0.13% | +102+3.2% | Added |
| D'Orazio & Associates, Inc. | 3,320 | $238.3K | 0.04% | +3,320 | New |
| Bangor Savings Bank | 3,318 | $238.2K | 0.02% | −4−0.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,315 | $238.0K | 0.10% | −77−2.3% | Reduced |
| Washington Capital Management Inc | 3,300 | $236.9K | 0.19% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3,291 | $236.3K | 0.07% | −135−3.9% | Reduced |
| Tempus Wealth Planning, LLC | 3,291 | $236.3K | 0.07% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 3,289 | $236.1K | 0.04% | −263−7.4% | Reduced |
| Lifeworks Advisors, LLC | 3,285 | $235.9K | 0.04% | −441−11.8% | Reduced |
| BXM Wealth LLC | 3,276 | $235.2K | 0.28% | 00.0% | Unchanged |
| WT Wealth Management | 3,276 | $235.2K | 0.08% | +3,276 | New |
| Aletheian Wealth Advisors LLC | 3,275 | $235.1K | 0.13% | −32−1.0% | Reduced |
| Hara Capital LLC | 3,273 | $235.0K | 0.16% | +31+1.0% | Added |
| Pacific Sage Partners, LLC | 3,271 | $234.8K | 0.05% | +2+0.1% | Added |
| Buck Wealth Strategies, LLC | 3,269 | $234.7K | 0.04% | +3,269 | New |
| Paragon Capital Management Ltd | 3,256 | $233.7K | 0.05% | 00.0% | Unchanged |
| Builder Investment Group Inc | 3,250 | $233.3K | 0.07% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 3,250 | $233.3K | 0.05% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 3,248 | $233.2K | 0.10% | −535−14.1% | Reduced |
| Financial Advisory Corp | 3,248 | $233.0K | 0.07% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 3,241 | $232.7K | 0.06% | +246+8.2% | Added |
| Hoxton Planning & Management, LLC | 3,229 | $231.8K | 0.09% | +214+7.1% | Added |
| Capstone Financial Advisors, Inc. | 3,227 | $231.7K | 0.01% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,224 | $231.4K | 0.04% | +10.0% | Added |
| WealthPLAN Partners, LLC | 3,211 | $230.5K | 0.03% | +27+0.8% | Added |
| Investment Advisory Group, LLC | 3,207 | $230.2K | 0.08% | +10.0% | Added |
| Headinvest, LLC | 3,205 | $230.1K | 0.04% | +300+10.3% | Added |
| Caledonia (Private) Investments Pty Ltd | 3,198 | $229.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3,198 | $229.6K | 0.02% | −55−1.7% | Reduced |
| Brave Asset Management Inc | 3,187 | $228.8K | 0.07% | 00.0% | Unchanged |
| City State Bank | 3,179 | $228.2K | 0.08% | −200−5.9% | Reduced |
| State of Wyoming | 3,177 | $228.1K | 0.03% | +3,177 | New |
| Bank of Hawaii | 3,167 | $227.4K | 0.01% | −790−20.0% | Reduced |
| Forza Wealth Management, LLC | 3,164 | $227.1K | 0.10% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,160 | $226.9K | 0.02% | −723−18.6% | Reduced |
| Baldwin Investment Management, LLC | 3,158 | $226.7K | 0.03% | +5+0.2% | Added |
| Mill Creek Capital Advisors, LLC | 3,156 | $226.6K | 0.01% | +62+2.0% | Added |
| Waller Financial Planning Group, Inc | 3,151 | $226.2K | 0.06% | +3,151 | New |
| Ironwood Financial, llc | 3,141 | $225.5K | 0.05% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,139 | $225.3K | 0.04% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 3,139 | $225.3K | 0.18% | −899−22.3% | Reduced |
| PharVision Advisers, LLC | 3,137 | $225.2K | 0.31% | −3,358−51.7% | Reduced |
| Ames National Corp | 3,135 | $225.1K | 0.15% | +135+4.5% | Added |
| Beaumont Financial Advisors, LLC | 3,132 | $224.8K | 0.02% | +174+5.9% | Added |
| Hummer Financial Advisory Services Inc | 3,126 | $224.4K | 0.18% | 00.0% | Unchanged |
| Embree Financial Group | 3,125 | $224.4K | 0.04% | +3,125 | New |
| Sonata Capital Group Inc | 3,115 | $224.0K | 0.10% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 3,110 | $223.3K | 0.07% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 3,108 | $223.1K | 0.19% | +16+0.5% | Added |
| AA Financial Advisors, LLC | 3,107 | $223.1K | 0.05% | −2,788−47.3% | Reduced |
| Jessup Wealth Management, Inc | 3,106 | $223.0K | 0.09% | −88−2.8% | Reduced |
| West Financial Advisors, LLC | 3,106 | $222.9K | 0.04% | +5+0.2% | Added |
| Genesis Private Wealth, LLC | 3,094 | $222.2K | 0.12% | +3,094 | New |
| Abundance Wealth Counselors | 3,093 | $222.0K | 0.05% | +3,093 | New |
| Sunburst Financial Group, LLC | 3,086 | $221.5K | 0.05% | −166−5.1% | Reduced |
| Northern Capital Management, Inc. | 3,084 | $221.4K | 0.14% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,082 | $221.3K | 0.03% | −186−5.7% | Reduced |
| SOA Wealth Advisors, LLC. | 3,078 | $221.0K | 0.05% | +100+3.4% | Added |
| Apriem Advisors | 3,077 | $220.9K | 0.03% | +181+6.3% | Added |
| Sculati Wealth Management, LLC | 3,074 | $220.7K | 0.09% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 3,070 | $220.4K | 0.06% | −68−2.2% | Reduced |
| Advisory Resource Group | 3,068 | $220.2K | 0.04% | −160−5.0% | Reduced |
| MJP Associates Inc | 3,064 | $220.0K | 0.04% | −1,217−28.4% | Reduced |
| Vivaldi Capital Management, LLC | 3,064 | $220.0K | 0.04% | +377+14.0% | Added |
| Smith & Howard Wealth Management, LLC | 3,060 | $219.7K | 0.06% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 3,050 | $219.0K | 0.04% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 3,047 | $218.7K | 0.09% | +3,047 | New |
| Northcape Wealth Management, LLC | 3,047 | $218.7K | 0.07% | +7+0.2% | Added |
| Horst & Graben Wealth Management LLC | 3,045 | $218.6K | 0.04% | +190+6.7% | Added |
| Strategic Planning Group, LLC | 3,036 | $218.0K | 0.04% | +145+5.0% | Added |
| Centennial Bank | 3,029 | $217.5K | 0.10% | −533−15.0% | Reduced |
| Hickory Point Bank & Trust | 3,027 | $217.3K | 0.19% | −115−3.7% | Reduced |
| Ghe, LLC | 3,028 | $217.0K | 0.10% | +510+20.3% | Added |
| Avenue 1 Advisors, LLC | 3,018 | $216.7K | 0.08% | −12−0.4% | Reduced |
| Trilogy Capital Inc. | 3,014 | $216.3K | 0.01% | +3,014 | New |
| Rappaport Reiches Capital Management, LLC | 3,003 | $215.6K | 0.05% | +3,003 | New |
| Hengehold Capital Management LLC | 3,000 | $215.4K | 0.02% | −2,394−44.4% | Reduced |
| Torray LLC | 3,000 | $215.4K | 0.03% | 00.0% | Unchanged |