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 |
|---|---|---|---|---|---|
| Quad-Cities Investment Group, LLC | 52,375 | $3.76M | 1.85% | −201−0.4% | Reduced |
| Huntington National Bank | 52,150 | $3.74M | 0.03% | −2,811−5.1% | Reduced |
| La Banque Postale Asset Management SA | 52,145 | $3.74M | 0.06% | −1,071−2.0% | Reduced |
| Fieldview Capital Management, LLC | 52,127 | $3.74M | 0.53% | +30,030+135.9% | Added |
| Coldstream Capital Management Inc | 52,105 | $3.74M | 0.08% | +2,033+4.1% | Added |
| Perkins Coie Trust Co | 51,977 | $3.73M | 0.85% | +1,914+3.8% | Added |
| Jackson Hole Capital Partners, LLC | 51,878 | $3.72M | 0.74% | +587+1.1% | Added |
| Norden Group LLC | 51,397 | $3.69M | 0.42% | −3,179−5.8% | Reduced |
| 3Chopt Investment Partners, LLC | 51,290 | $3.68M | 0.96% | +3,568+7.5% | Added |
| Cynosure Management, LLC | 51,198 | $3.68M | 0.51% | −51,198−50.0% | Reduced |
| Portside Wealth Group, LLC | 51,190 | $3.67M | 0.60% | −5,398−9.5% | Reduced |
| Simplicity Wealth,LLC | 51,093 | $3.67M | 0.29% | +31,716+163.7% | Added |
| FineMark National Bank & Trust | 50,946 | $3.66M | 0.13% | −92−0.2% | Reduced |
| Buckingham Strategic Partners | 50,862 | $3.65M | 0.06% | +1,812+3.7% | Added |
| Axxcess Wealth Management, LLC | 50,725 | $3.64M | 0.10% | −23,852−32.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 50,725 | $3.64M | 0.97% | +50,725 | New |
| Regions Financial Corp | 50,724 | $3.64M | 0.03% | −9,154−15.3% | Reduced |
| Pavion Blue Capital, LLC | 50,676 | $3.64M | 1.73% | −96−0.2% | Reduced |
| 44 Wealth Management LLC | 50,673 | $3.64M | 1.37% | +161+0.3% | Added |
| Stonebridge Capital Advisors LLC | 50,668 | $3.64M | 0.30% | −784−1.5% | Reduced |
| Cornercap Investment Counsel Inc | 50,657 | $3.64M | 1.91% | −536−1.0% | Reduced |
| Long Run Wealth Advisors, LLC | 50,550 | $3.63M | 0.82% | +50,550 | New |
| SOL Capital Management CO | 50,513 | $3.63M | 0.40% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 50,400 | $3.62M | 1.26% | +400+0.8% | Added |
| Montag A & Associates Inc | 50,375 | $3.62M | 0.18% | −2,308−4.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,295 | $3.61M | 0.14% | −5,920−10.5% | Reduced |
| Geneos Wealth Management Inc. | 50,245 | $3.61M | 0.12% | +2,710+5.7% | Added |
| Verdence Capital Advisors LLC | 50,046 | $3.59M | 0.27% | −2,761−5.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 49,915 | $3.58M | 0.05% | −1,110−2.2% | Reduced |
| Wolverine Trading, LLC | 50,561 | $3.57M | 0.11% | −29,200−36.6% | Reduced |
| OneAscent Financial Services LLC | 49,874 | $3.57M | 0.23% | +23,485+89.0% | Added |
| Valeo Financial Advisors, LLC | 49,615 | $3.56M | 0.10% | +553+1.1% | Added |
| Qtron Investments LLC | 49,460 | $3.55M | 0.53% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 49,393 | $3.55M | 0.13% | −2,412−4.7% | Reduced |
| Asio Capital, LLC | 49,389 | $3.55M | 0.69% | +629+1.3% | Added |
| Cohen Investment Advisors LLC | 49,134 | $3.53M | 2.05% | +4,770+10.8% | Added |
| IMS Capital Management | 48,776 | $3.50M | 1.77% | −357−0.7% | Reduced |
| Moors & Cabot, Inc. | 48,763 | $3.50M | 0.18% | +489+1.0% | Added |
| Fiduciary Trust Co | 48,729 | $3.50M | 0.05% | +1,118+2.3% | Added |
| Transcend Wealth Collective, LLC | 48,504 | $3.48M | 0.25% | −1,055−2.1% | Reduced |
| Quinn Opportunity Partners LLC | 48,471 | $3.48M | 0.24% | −9,000−15.7% | Reduced |
| Shayne & Co., LLC | 48,177 | $3.46M | 0.85% | +7,200+17.6% | Added |
| Trust Point Inc. | 48,040 | $3.45M | 0.31% | −4,687−8.9% | Reduced |
| Somerset Group LLC | 47,500 | $3.41M | 3.10% | −129−0.3% | Reduced |
| GAMMA Investing LLC | 47,264 | $3.39M | 0.25% | +4,786+11.3% | Added |
| Joel Isaacson & Co., LLC | 46,844 | $3.36M | 0.15% | +1,367+3.0% | Added |
| Profund Advisors LLC | 46,650 | $3.35M | 0.15% | −4,991−9.7% | Reduced |
| Twin City Private Wealth, LLC | 46,640 | $3.35M | 2.95% | −422−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 46,623 | $3.35M | 0.27% | −6,526−12.3% | Reduced |
| Welch & Forbes LLC | 46,194 | $3.32M | 0.04% | −169−0.4% | Reduced |
| Stonegate Investment Group, LLC | 46,096 | $3.31M | 0.09% | +60+0.1% | Added |
| Gladstone Institutional Advisory LLC | 46,029 | $3.30M | 0.15% | +5,342+13.1% | Added |
| Moody National Bank Trust Division | 45,995 | $3.30M | 0.34% | +55+0.1% | Added |
| Union Heritage Capital, LLC | 45,970 | $3.30M | 1.23% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 45,584 | $3.27M | 0.03% | +4,918+12.1% | Added |
| Kuhn & Co Investment Counsel | 45,003 | $3.23M | 2.72% | +61+0.1% | Added |
| Capital Investment Advisors, LLC | 44,955 | $3.23M | 0.06% | −2,103−4.5% | Reduced |
| S&CO Inc | 44,803 | $3.22M | 0.22% | −8,855−16.5% | Reduced |
| Connable Office Inc | 44,729 | $3.21M | 0.34% | −18,178−28.9% | Reduced |
| Angeles Wealth Management, LLC | 44,639 | $3.20M | 0.27% | +170+0.4% | Added |
| SWS Partners | 44,485 | $3.19M | 1.05% | −1,203−2.6% | Reduced |
| HM Payson & Co | 44,327 | $3.18M | 0.06% | −378−0.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 44,305 | $3.18M | 0.03% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 44,219 | $3.17M | 0.61% | −836−1.9% | Reduced |
| Smith, Salley & Associates | 43,808 | $3.14M | 0.21% | +1,474+3.5% | Added |
| National Asset Management, Inc. | 43,706 | $3.14M | 0.10% | +3,938+9.9% | Added |
| Ballentine Partners, LLC | 43,680 | $3.14M | 0.05% | +2,391+5.8% | Added |
| WCG Wealth Advisors LLC | 43,651 | $3.13M | 0.24% | −3,984−8.4% | Reduced |
| Vista Wealth Management Group, LLC | 43,279 | $3.11M | 0.20% | +297+0.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 43,187 | $3.10M | 0.18% | −6,812−13.6% | Reduced |
| Ascent Group, LLC | 43,029 | $3.09M | 0.13% | −13,199−23.5% | Reduced |
| Cullinan Associates Inc | 42,946 | $3.08M | 0.22% | +701+1.7% | Added |
| Mach-1 Financial Group, Inc. | 42,839 | $3.08M | 0.92% | +37,143+652.1% | Added |
| Franklin Street Advisors Inc | 42,821 | $3.07M | 0.22% | −440−1.0% | Reduced |
| Argyle Capital Management Inc. | 42,796 | $3.07M | 1.14% | 00.0% | Unchanged |
| F/M Investments LLC | 42,695 | $3.07M | 0.12% | −1,832−4.1% | Reduced |
| Alpha Cubed Investments, LLC | 42,647 | $3.06M | 0.14% | +6,467+17.9% | Added |
| White Pine Capital LLC | 42,608 | $3.06M | 1.06% | −280−0.7% | Reduced |
| Gs Investments, Inc. | 42,400 | $3.04M | 1.43% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 42,336 | $3.04M | 0.15% | +5,065+13.6% | Added |
| Peoples Bank | 42,254 | $3.03M | 2.06% | −535−1.3% | Reduced |
| Voya Financial Advisors, Inc. | 42,791 | $3.02M | 0.33% | +2,714+6.8% | Added |
| Pallas Capital Advisors LLC | 41,943 | $3.01M | 0.13% | +2,349+5.9% | Added |
| HF Advisory Group, LLC | 41,906 | $3.01M | 1.31% | +3,960+10.4% | Added |
| RFG Advisory, LLC | 41,879 | $3.01M | 0.08% | +4,944+13.4% | Added |
| Avestar Capital, LLC | 41,801 | $3.00M | 0.29% | +1,947+4.9% | Added |
| Sumitomo Life Insurance Co | 41,769 | $3.00M | 0.11% | −650−1.5% | Reduced |
| Foster Group, Inc. | 41,396 | $2.97M | 0.11% | +1,974+5.0% | Added |
| KCM Investment Advisors LLC | 41,231 | $2.96M | 0.11% | −1,229−2.9% | Reduced |
| Cidel Asset Management Inc | 41,017 | $2.94M | 0.19% | −3,617−8.1% | Reduced |
| Choate Investment Advisors | 41,014 | $2.94M | 0.07% | −5,333−11.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 41,000 | $2.94M | 0.27% | +41,000 | New |
| Trust Asset Management LLC | 40,968 | $2.94M | 0.24% | −2,184−5.1% | Reduced |
| Harvest Fund Management Co., Ltd | 41,259 | $2.93M | 0.15% | +22,258+117.1% | Added |
| Brookstone Capital Management | 40,630 | $2.92M | 0.04% | +22,954+129.9% | Added |
| SCS Capital Management LLC | 40,508 | $2.91M | 0.04% | +40,508 | New |
| Inkwell Capital LLC | 40,203 | $2.89M | 3.15% | −7,827−16.3% | Reduced |
| IFP Advisors, Inc | 40,056 | $2.88M | 0.09% | −8,822−18.0% | Reduced |
| Parallel Advisors, LLC | 39,882 | $2.86M | 0.06% | +2,655+7.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 39,871 | $2.86M | 0.68% | +797+2.0% | Added |