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; 2,883 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
- 2,560
- +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
- 982 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $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 |
|---|---|---|---|---|---|
| Trajan Wealth LLC | 76,965 | $5.53M | 0.30% | +9,275+13.7% | Added |
| HighPoint Advisor Group LLC | 77,031 | $5.48M | 0.32% | +14,405+23.0% | Added |
| Barr E S & Co | 76,262 | $5.47M | 0.33% | −1,432−1.8% | Reduced |
| Greenleaf Trust | 75,982 | $5.45M | 0.05% | +1,829+2.5% | Added |
| Vontobel Holding Ltd. | 75,921 | $5.45M | 0.02% | +29,870+64.9% | Added |
| Bleakley Financial Group, LLC | 75,660 | $5.43M | 0.17% | +2,767+3.8% | Added |
| Callan Family Office, LLC | 74,992 | $5.38M | 0.40% | −23,347−23.7% | Reduced |
| HighMark Wealth Management LLC | 74,811 | $5.37M | 3.17% | +120.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 74,304 | $5.33M | 0.09% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 74,041 | $5.32M | 0.15% | −788−1.1% | Reduced |
| Synovus Financial Corp | 73,956 | $5.31M | 0.07% | −1,331−1.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 73,910 | $5.31M | 0.60% | −2,505−3.3% | Reduced |
| Weik Capital Management | 73,808 | $5.30M | 2.16% | −310−0.4% | Reduced |
| Morgan Dempsey Capital Management LLC | 73,643 | $5.29M | 2.21% | +73,643 | New |
| Banque Cantonale Vaudoise | 73,483 | $5.28M | 0.23% | +73,483 | New |
| Hamilton Capital Partners Inc. | 73,199 | $5.25M | 0.34% | +5,825+8.6% | Added |
| Bard Financial Services, Inc. | 72,515 | $5.21M | 0.64% | −3,315−4.4% | Reduced |
| L2 Asset Management, LLC | 72,400 | $5.20M | 1.07% | +17,198+31.2% | Added |
| Plato Investment Management Ltd | 71,572 | $5.19M | 0.44% | −11,354−13.7% | Reduced |
| Bahl & Gaynor Inc | 72,293 | $5.19M | 0.03% | −745−1.0% | Reduced |
| R.H. Investment Group, LLC | 71,521 | $5.13M | 4.94% | −457−0.6% | Reduced |
| Culbertson A N & Co Inc | 71,276 | $5.12M | 0.82% | −130−0.2% | Reduced |
| AIA Group Ltd | 70,639 | $5.07M | 0.12% | +7,396+11.7% | Added |
| Ritholtz Wealth Management | 70,298 | $5.05M | 0.15% | +4,209+6.4% | Added |
| Algert Global LLC | 69,722 | $5.01M | 0.12% | +12,793+22.5% | Added |
| Eisler Capital Management Ltd. | 69,574 | $4.99M | 0.15% | +69,574 | New |
| King Luther Capital Management Corp | 69,508 | $4.99M | 0.02% | −16,574−19.3% | Reduced |
| Flputnam Investment Management Co | 69,332 | $4.98M | 0.09% | +62,406+901.0% | Added |
| Brookmont Capital Management | 69,268 | $4.97M | 2.81% | −8,462−10.9% | Reduced |
| Richard Bernstein Advisors LLC | 69,241 | $4.97M | 0.12% | −3,014−4.2% | Reduced |
| Bryn Mawr Trust Co | 69,060 | $4.96M | 0.09% | −1,370−1.9% | Reduced |
| Banco Santander, S.A. | 69,025 | $4.96M | 0.05% | −12,124−14.9% | Reduced |
| Strategic Global Advisors, LLC | 68,607 | $4.93M | 0.97% | +68,607 | New |
| Sustainable Insight Capital Management, LLC | 68,304 | $4.90M | 2.44% | −5,896−7.9% | Reduced |
| Resources Investment Advisors, LLC. | 67,546 | $4.85M | 0.06% | −8,593−11.3% | Reduced |
| Headlands Technologies LLC | 67,118 | $4.82M | 0.55% | +7,938+13.4% | Added |
| Oppenheimer & Co Inc | 66,766 | $4.79M | 0.07% | +22,759+51.7% | Added |
| Brighton Jones LLC | 66,624 | $4.78M | 0.15% | +391+0.6% | Added |
| Daymark Wealth Partners, LLC | 66,515 | $4.78M | 0.21% | +991+1.5% | Added |
| Thompson Siegel & Walmsley LLC | 66,337 | $4.76M | 0.08% | −6,028−8.3% | Reduced |
| Clayton Partners LLC | 66,150 | $4.75M | 4.13% | −17,749−21.2% | Reduced |
| Pinnacle Financial Partners Inc | 66,634 | $4.74M | 0.10% | +5,509+9.0% | Added |
| Bradley Foster & Sargent Inc | 65,851 | $4.73M | 0.08% | −969−1.5% | Reduced |
| MUFG Securities Americas Inc. | 64,937 | $4.66M | 0.54% | +9,778+17.7% | Added |
| Meeder Advisory Services, Inc. | 64,903 | $4.66M | 0.28% | +3,387+5.5% | Added |
| Robinson Value Management, Ltd. | 64,874 | $4.66M | 3.01% | −450−0.7% | Reduced |
| Quadrant Capital Group LLC | 64,627 | $4.64M | 0.17% | +25,160+63.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 64,529 | $4.63M | 0.19% | −48,997−43.2% | Reduced |
| Paradigm Asset Management Co LLC | 64,352 | $4.62M | 1.23% | 00.0% | Unchanged |
| Bessemer Group Inc | 64,247 | $4.61M | 0.01% | −105,244−62.1% | Reduced |
| Crestwood Advisors Group LLC | 64,030 | $4.60M | 0.09% | +23,753+59.0% | Added |
| SG Americas Securities, LLC | 63,977 | $4.59M | 0.02% | +57,963+963.8% | Added |
| Boothbay Fund Management, LLC | 63,817 | $4.58M | 0.16% | +63,817 | New |
| First National Advisers, LLC | 63,500 | $4.56M | 0.73% | −8,988−12.4% | Reduced |
| Peapack Gladstone Financial Corp | 63,062 | $4.53M | 0.07% | +2,593+4.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 62,901 | $4.52M | 0.05% | −130,655−67.5% | Reduced |
| Equitable Holdings, Inc. | 62,752 | $4.50M | 0.04% | +9,144+17.1% | Added |
| Signaturefd, LLC | 62,154 | $4.46M | 0.08% | +8,497+15.8% | Added |
| Optimas Capital Ltd | 61,900 | $4.44M | 7.55% | +14,500+30.6% | Added |
| Balance Wealth, LLC | 61,824 | $4.44M | 2.88% | +61,824 | New |
| Oldfather Financial Services, LLC | 61,724 | $4.43M | 1.68% | +2,119+3.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 61,721 | $4.43M | 0.60% | +61,721 | New |
| Cullen/Frost Bankers, Inc. | 61,555 | $4.42M | 0.06% | −148−0.2% | Reduced |
| Van Eck Associates Corp | 60,714 | $4.36M | 0.01% | −1,114−1.8% | Reduced |
| Waterloo Capital, L.P. | 60,437 | $4.34M | 0.40% | +4,409+7.9% | Added |
| BWM Planning, LLC | 60,015 | $4.31M | 1.82% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 59,542 | $4.27M | 2.31% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 59,274 | $4.26M | 0.05% | +18,727+46.2% | Added |
| Verition Fund Management LLC | 59,263 | $4.25M | 0.02% | −310,882−84.0% | Reduced |
| RNC Capital Management LLC | 58,953 | $4.23M | 0.22% | +14,477+32.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 58,689 | $4.21M | 0.57% | +2,817+5.0% | Added |
| Pitcairn Co | 58,592 | $4.21M | 0.25% | −2,287−3.8% | Reduced |
| Ethic Inc. | 58,629 | $4.18M | 0.08% | +4,581+8.5% | Added |
| CWA Asset Management Group, LLC | 58,047 | $4.17M | 0.20% | +9,537+19.7% | Added |
| Lee Danner & Bass Inc | 57,896 | $4.16M | 0.34% | −500−0.9% | Reduced |
| Bank of Stockton | 57,183 | $4.11M | 1.31% | −2,293−3.9% | Reduced |
| Thoroughbred Financial Services, LLC | 57,130 | $4.10M | 0.26% | +1,753+3.2% | Added |
| Signet Financial Management, LLC | 57,123 | $4.10M | 0.55% | +207+0.4% | Added |
| Parcion Private Wealth LLC | 56,916 | $4.09M | 0.33% | +82+0.1% | Added |
| Dark Forest Capital Management LP | 56,911 | $4.09M | 0.19% | +53,362+1,503.6% | Added |
| Fayez Sarofim & Co | 56,853 | $4.08M | 0.01% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 56,664 | $4.07M | 3.66% | −150.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 56,640 | $4.07M | 0.27% | +270.0% | Added |
| Sterling Capital Management LLC | 56,609 | $4.06M | 0.06% | −11,547−16.9% | Reduced |
| Forum Financial Management, LP | 56,088 | $4.03M | 0.07% | +192+0.3% | Added |
| New Age Alpha Advisors, LLC | 55,883 | $4.01M | 0.18% | −10,022−15.2% | Reduced |
| Advisors Asset Management, Inc. | 55,584 | $3.99M | 0.07% | +404+0.7% | Added |
| Checchi Capital Advisers, LLC | 55,495 | $3.98M | 0.28% | +1,182+2.2% | Added |
| Haverford Trust Co | 55,152 | $3.96M | 0.04% | +833+1.5% | Added |
| Mitchell Sinkler & Starr | 55,125 | $3.96M | 1.11% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 55,001 | $3.95M | 0.01% | −458−0.8% | Reduced |
| Wynn Capital, LLC | 54,736 | $3.93M | 2.33% | +12,245+28.8% | Added |
| Guardian Partners Inc. | 57,347 | $3.90M | 0.40% | −1,926−3.2% | Reduced |
| Prudential PLC | 54,086 | $3.88M | 0.02% | −49,313−47.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 53,680 | $3.85M | 0.20% | +4,379+8.9% | Added |
| IMC-Chicago, LLC | 53,570 | $3.85M | 0.15% | −57,934−52.0% | Reduced |
| Focus Financial Network, Inc. | 53,434 | $3.84M | 0.16% | +309+0.6% | Added |
| Sigma Planning Corp | 53,212 | $3.82M | 0.12% | +3,781+7.6% | Added |
| Convergence Investment Partners, LLC | 52,678 | $3.78M | 1.05% | −6,691−11.3% | Reduced |
| Associated Banc-Corp | 52,656 | $3.78M | 0.12% | +826+1.6% | Added |