Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 2,559 institutions
Q1 2021: 1,877 institutionsQ2 2021: 1,935 institutionsQ3 2021: 1,913 institutionsQ4 2021: 2,079 institutionsQ1 2022: 2,144 institutionsQ2 2022: 1,997 institutionsQ3 2022: 1,963 institutionsQ4 2022: 2,070 institutionsQ1 2023: 1,993 institutionsQ2 2023: 1,995 institutionsQ3 2023: 1,975 institutionsQ4 2023: 2,153 institutionsQ1 2024: 2,204 institutionsQ2 2024: 2,263 institutionsQ3 2024: 2,247 institutionsQ4 2024: 2,563 institutionsQ1 2025: 2,559 institutionsQ2 2025: 2,633 institutionsQ3 2025: 2,663 institutionsQ4 2025: 2,910 institutionsQ1 2026: 2,827 institutionsQ2 2026: 2,882 institutions
Value heldQ1 2025: $180.8B
Q1 2021: $113.4BQ2 2021: $133.3BQ3 2021: $134.2BQ4 2021: $135.1BQ1 2022: $133.8BQ2 2022: $108.7BQ3 2022: $113.0BQ4 2022: $116.4BQ1 2023: $103.6BQ2 2023: $115.4BQ3 2023: $110.1BQ4 2023: $133.4BQ1 2024: $154.8BQ2 2024: $152.8BQ3 2024: $142.8BQ4 2024: $177.5BQ1 2025: $180.8BQ2 2025: $199.2BQ3 2025: $200.3BQ4 2025: $223.9BQ1 2026: $184.0BQ2 2026: $193.1B
Institutions holding WFC and their total value by quarter
QuarterHoldersValue
Q2 20262,882$193.1B
Q1 20262,827$184.0B
Q4 20252,910$223.9B
Q3 20252,663$200.3B
Q2 20252,633$199.2B
Q1 20252,559$180.8B
Q4 20242,563$177.5B
Q3 20242,247$142.8B
Q2 20242,263$152.8B
Q1 20242,204$154.8B
Q4 20232,153$133.4B
Q3 20231,975$110.1B
Q2 20231,995$115.4B
Q1 20231,993$103.6B
Q4 20222,070$116.4B
Q3 20221,963$113.0B
Q2 20221,997$108.7B
Q1 20222,144$133.8B
Q4 20212,079$135.1B
Q3 20211,913$134.2B
Q2 20211,935$133.3B
Q1 20211,877$113.4B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2024.

Institutions holding WFC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Buckley Wealth Management, LLC3,000$215.4K0.07%00.0%Unchanged
Silver Oak Securities, Inc3,044$215.1K0.02%+3,044New
North Capital, Inc.2,994$214.9K0.20%+2,994New
Mission Financial Group, LLC2,695$214.5K0.20%+2,695New
CMG Global Holdings, LLC3,083$214.4K0.14%−622−16.8%Reduced
Balentine LLC2,984$214.2K0.01%−266−8.2%Reduced
CPA Asset Management LLC2,980$213.9K0.09%00.0%Unchanged
RDA Financial Network2,977$213.7K0.06%−729−19.7%Reduced
Asset Planning,Inc2,971$213.3K0.17%+14+0.5%Added
Foster & Motley Inc2,962$213.0K0.01%−159−5.1%Reduced
BNC Wealth Management, LLC2,966$212.9K0.08%00.0%Unchanged
FLC Capital Advisors2,965$212.9K0.05%00.0%Unchanged
Old Mission Investment Co LLC2,959$212.4K0.06%+28+1.0%Added
Challenger Wealth Management2,955$212.1K0.17%+2,955New
Zhang Financial LLC2,954$212.0K0.01%−2,492−45.8%Reduced
FDx Advisors, Inc.2,958$212.0K0.07%−639−17.8%Reduced
Houlihan Financial Resource Group, Ltd.2,949$212.0K0.10%−60−2.0%Reduced
Uptown Financial Advisors LLC2,940$211.1K0.22%00.0%Unchanged
American Trust2,934$210.6K0.05%−169−5.4%Reduced
Syverson Strege & Co2,928$210.2K0.07%−20−0.7%Reduced
Atwood & Palmer Inc2,925$210.0K0.01%−1,500−33.9%Reduced
Blalock Williams, LLC2,923$209.8K0.23%+2,923New
von Borstel & Associates, Inc.2,918$209.0K0.06%−32−1.1%Reduced
Sovereign Financial Group, Inc.2,909$208.8K0.05%−82−2.7%Reduced
Edgemoor Investment Advisors, Inc.2,904$208.5K0.02%00.0%Unchanged
Hanlon Investment Management, Inc.2,897$208.0K0.16%−346−10.7%Reduced
KWMG, LLC2,892$207.6K0.02%+3+0.1%Added
TFB Advisors LLC2,885$207.1K0.06%−163−5.3%Reduced
Scott Capital Advisors, LLC2,879$206.7K0.06%00.0%Unchanged
Instrumental Wealth, LLC2,963$206.6K0.19%−49−1.6%Reduced
RW Investment Management LLC2,872$206.2K0.03%00.0%Unchanged
Sierra Ocean, LLC2,860$205.3K0.16%+178+6.6%Added
Howard Financial Services, Ltd.2,852$204.7K0.03%+2,852New
Optivise Advisory Services LLC2,850$204.6K0.11%−209−6.8%Reduced
Michels Family Financial, LLC2,837$203.7K0.18%+2,837New
Next Level Private LLC2,837$203.7K0.08%+2,837New
L.M. Kohn & Company2,836$203.6K0.05%+2,836New
Sandy Cove Advisors, LLC2,833$203.4K0.08%+2,833New
Rodgers Brothers Inc.2,825$202.8K0.03%+2,825New
Tobias Financial Advisors, Inc.2,820$202.4K0.04%+2,820New
Powell Investment Advisors, LLC2,817$202.2K0.10%00.0%Unchanged
MGB Wealth Management, LLC2,819$201.6K0.07%+2,819New
Richmond Investment Services, LLC2,804$201.3K0.11%+2,804New
Elk River Wealth Management, LLC2,800$201.0K0.04%+2,800New
Ethos Financial Group, LLC2,851$201.0K0.02%+484+20.4%Added
WBH Advisory Inc2,800$201.0K0.02%+2,800New
Investment Advisory Services Inc2,800$201.0K0.07%+2,800New
West Paces Advisors Inc.2,793$200.5K0.05%00.0%Unchanged
JB Capital LLC2,791$200.4K0.01%+2,791New
GDS Wealth Management2,790$200.3K0.02%−192−6.4%Reduced
Independent Wealth Network Inc.2,789$200.2K0.08%−106−3.7%Reduced
Frederick Financial Consultants, LLC2,786$200.0K0.14%+2,786New
Bell Investment Advisors, Inc2,785$199.9K0.04%−292−9.5%Reduced
Park Square Financial Group, LLC2,767$198.7K0.16%−27−1.0%Reduced
United Community Bank2,758$198.0K0.07%−960−25.8%Reduced
Winch Advisory Services, LLC2,756$197.9K0.05%+12+0.4%Added
Clear Investment Research, LLC2,734$196.3K0.26%00.0%Unchanged
Rosenberg Matthew Hamilton2,694$193.4K0.05%00.0%Unchanged
Orion Capital Management LLC2,656$190.7K0.08%+2,156+431.2%Added
Silicon Valley Capital Partners2,671$188.8K0.02%+1,512+130.5%Added
New Millennium Group LLC2,625$188.4K0.12%−5−0.2%Reduced
Group One Trading, L.P.2,610$187.4K0.01%−396,135−99.3%Reduced
Missouri Trust & Investment Co2,605$187.0K0.07%00.0%Unchanged
Pinnacle Holdings, LLC2,572$184.6K0.07%−38−1.5%Reduced
Compass Financial Services Inc2,527$181.4K0.10%+863+51.9%Added
Creative Financial Designs Inc2,520$180.9K0.01%−311−11.0%Reduced
Hemington Wealth Management2,520$180.0K0.03%+156+6.6%Added
American Capital Advisory, LLC2,499$179.4K0.10%−357−12.5%Reduced
CNB Bank2,475$177.7K0.09%−76−3.0%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.2,444$175.5K0.03%−1,226−33.4%Reduced
Crews Bank & Trust2,437$175.0K0.03%00.0%Unchanged
Paladin Advisory Group, LLC2,408$172.9K0.14%−2−0.1%Reduced
Stonebridge Financial Group, LLC2,360$169.4K0.02%+463+24.4%Added
DT Investment Partners, LLC2,267$162.7K0.02%00.0%Unchanged
Gables Capital Management Inc.2,200$157.9K0.08%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.2,194$157.5K0.06%00.0%Unchanged
Armstrong Advisory Group, Inc2,235$157.0K0.01%00.0%Unchanged
Abound Wealth Management2,185$156.8K0.05%+423+24.0%Added
Quest Partners LLC2,162$155.2K0.02%+2,162New
Acropolis Investment Management, LLC2,133$153.1K0.01%+28+1.3%Added
Global Financial Private Client, LLC2,118$152.1K0.06%+90+4.4%Added
Catalyst Capital Advisors LLC2,106$151.2K0.00%+655+45.1%Added
NewSquare Capital LLC2,061$148.0K0.01%+676+48.8%Added
Ogorek Anthony Joseph2,051$147.0K0.05%+1,909+1,344.4%Added
Bank & Trust Co2,037$146.2K0.12%00.0%Unchanged
Syntax Research, Inc.2,036$146.2K0.10%00.0%Unchanged
PSI Advisors, LLC2,012$144.4K0.05%−148−6.9%Reduced
Trust Co2,003$143.8K0.02%00.0%Unchanged
Carolinas Wealth Consulting LLC2,001$143.6K0.03%−84−4.0%Reduced
Flagship Wealth Advisors, LLC2,000$143.6K0.06%−191−8.7%Reduced
Spirit of America Management Corp2,000$143.6K0.03%00.0%Unchanged
Creative Capital Management Investments LLC2,000$143.6K0.06%00.0%Unchanged
Osterweis Capital Management Inc1,993$143.1K0.01%−760−27.6%Reduced
BOK Financial Private Wealth, Inc.1,937$139.1K0.01%−71−3.5%Reduced
Gagnon Securities LLC1,925$138.2K0.03%−1,131−37.0%Reduced
JTC Employer Solutions Trusteee Ltd1,906$137.0K0.01%00.0%Unchanged
Northwest Capital Management Inc1,908$136.9K0.06%00.0%Unchanged
McIlrath & Eck, LLC1,901$136.5K0.02%+3+0.2%Added
Ostrum Asset Management1,891$135.8K0.01%−50−2.6%Reduced
Glen Eagle Advisors, LLC1,878$134.9K0.02%00.0%Unchanged