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 |
|---|---|---|---|---|---|
| NVWM, LLC | 39,832 | $2.86M | 0.76% | +10,159+34.2% | Added |
| Capital Investment Counsel, Inc | 39,808 | $2.86M | 0.43% | +460+1.2% | Added |
| Nebula Research & Development LLC | 39,741 | $2.85M | 0.26% | +24,532+161.3% | Added |
| NWF Advisory Services Inc. | 39,575 | $2.84M | 0.40% | −3,244−7.6% | Reduced |
| Raiffeisen Bank International AG | 39,957 | $2.82M | 0.05% | +11,660+41.2% | Added |
| Fiduciary Family Office, LLC | 38,948 | $2.80M | 0.93% | +38,948 | New |
| United Asset Strategies, Inc. | 38,753 | $2.78M | 0.26% | −895−2.3% | Reduced |
| Oarsman Capital, Inc. | 38,725 | $2.78M | 0.50% | +316+0.8% | Added |
| Meiji Yasuda Life Insurance Co | 38,673 | $2.78M | 0.06% | −6,296−14.0% | Reduced |
| Central Trust Co | 38,524 | $2.77M | 0.07% | −3,438−8.2% | Reduced |
| Tower Bridge Advisors | 38,476 | $2.76M | 0.31% | +3,030+8.5% | Added |
| Cunning Capital Partners, LP | 38,454 | $2.76M | 1.76% | −221−0.6% | Reduced |
| Pring Turner Capital Group Inc | 38,322 | $2.75M | 1.71% | −908−2.3% | Reduced |
| Foundations Investment Advisors, LLC | 38,236 | $2.74M | 0.05% | +13,355+53.7% | Added |
| SBI Securities Co., Ltd. | 38,155 | $2.74M | 0.09% | −44−0.1% | Reduced |
| Caas Capital Management LP | 37,926 | $2.72M | 1.29% | +23,307+159.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 37,714 | $2.71M | 0.41% | −25−0.1% | Reduced |
| Yarbrough Capital, LLC | 37,485 | $2.69M | 0.12% | 00.0% | Unchanged |
| Legato Capital Management LLC | 37,484 | $2.69M | 0.36% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 37,207 | $2.67M | 0.51% | −147−0.4% | Reduced |
| Transform Wealth, LLC | 37,099 | $2.66M | 0.16% | −3,088−7.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 37,064 | $2.66M | 0.05% | +19,333+109.0% | Added |
| Centaurus Financial, Inc. | 37,058 | $2.66M | 0.16% | −71−0.2% | Reduced |
| Benjamin Edwards Inc | 37,021 | $2.66M | 0.04% | −9,708−20.8% | Reduced |
| Evercore Wealth Management, LLC | 36,826 | $2.64M | 0.04% | −169−0.5% | Reduced |
| American Money Management, LLC | 36,706 | $2.64M | 0.50% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 36,632 | $2.63M | 0.07% | +778+2.2% | Added |
| Capital Asset Advisory Services LLC | 36,368 | $2.63M | 0.13% | −8,637−19.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 36,586 | $2.63M | 0.17% | +13,011+55.2% | Added |
| Ronald Blue Trust, Inc. | 36,323 | $2.61M | 0.03% | +4,160+12.9% | Added |
| NBT Bank N A | 36,037 | $2.59M | 0.19% | −8,252−18.6% | Reduced |
| Ally Financial Inc. | 36,000 | $2.58M | 0.29% | 00.0% | Unchanged |
| Leonteq Securities AG | 35,979 | $2.58M | 0.20% | +2,828+8.5% | Added |
| Keystone Wealth Services, LLC | 35,970 | $2.58M | 0.70% | +10.0% | Added |
| Griffith & Werner, Inc. | 35,958 | $2.58M | 1.61% | +2,111+6.2% | Added |
| Venture Visionary Partners LLC | 35,870 | $2.58M | 0.11% | +13,002+56.9% | Added |
| Wesbanco Bank Inc | 35,524 | $2.55M | 0.09% | −702−1.9% | Reduced |
| Miracle Mile Advisors, LLC | 35,455 | $2.55M | 0.05% | +289+0.8% | Added |
| Central Pacific Bank - Trust Division | 35,383 | $2.54M | 0.35% | −6,187−14.9% | Reduced |
| Coppell Advisory Solutions LLC | 35,671 | $2.54M | 0.38% | −10,467−22.7% | Reduced |
| Rehmann Capital Advisory Group | 35,299 | $2.53M | 0.16% | +2,978+9.2% | Added |
| Naviter Wealth, LLC | 35,596 | $2.52M | 0.30% | −6,910−16.3% | Reduced |
| Chicago Partners Investment Group LLC | 34,129 | $2.50M | 0.08% | +2,066+6.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 34,722 | $2.49M | 0.14% | −1,000−2.8% | Reduced |
| Triangle Securities Wealth Management | 34,607 | $2.48M | 0.64% | −454−1.3% | Reduced |
| Diversified Trust Co | 34,587 | $2.48M | 0.06% | +119+0.3% | Added |
| Atomi Financial Group, Inc. | 34,502 | $2.48M | 0.11% | +3,526+11.4% | Added |
| QV Investors Inc. | 34,267 | $2.46M | 0.25% | −2,600−7.1% | Reduced |
| Meeder Asset Management Inc | 34,193 | $2.45M | 0.17% | +33,299+3,724.7% | Added |
| Miller Investment Management, LP | 34,082 | $2.45M | 0.27% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 34,011 | $2.44M | 1.12% | −970−2.8% | Reduced |
| Lummis Asset Management, LP | 33,751 | $2.42M | 1.68% | +6,192+22.5% | Added |
| Stableford Capital II LLC | 37,090 | $2.40M | 1.02% | −31−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 33,423 | $2.40M | 0.19% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 33,385 | $2.40M | 0.02% | −13,491−28.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 33,210 | $2.38M | 0.20% | +4,643+16.3% | Added |
| One Wealth Advisors, LLC | 33,102 | $2.38M | 0.35% | +5,374+19.4% | Added |
| Cigna Investments Inc | 33,072 | $2.37M | 0.44% | −1,212−3.5% | Reduced |
| ZWJ Investment Counsel Inc | 32,992 | $2.37M | 0.10% | −548−1.6% | Reduced |
| GHP Investment Advisors, Inc. | 32,922 | $2.36M | 0.11% | +957+3.0% | Added |
| Golden State Equity Partners | 32,871 | $2.36M | 0.47% | −40−0.1% | Reduced |
| Bennett Selby Investments LP | 32,760 | $2.35M | 0.93% | +184+0.6% | Added |
| Johnson Financial Group, Inc. | 32,744 | $2.35M | 0.12% | +1,079+3.4% | Added |
| Roxbury Financial LLC | 29,976 | $2.35M | 2.30% | −493−1.6% | Reduced |
| Shell Asset Management Co | 32,630 | $2.34M | 0.11% | −1,541−4.5% | Reduced |
| Silvant Capital Management LLC | 32,416 | $2.33M | 0.11% | +572+1.8% | Added |
| Stevens Capital Management LP | 32,349 | $2.32M | 0.58% | +32,349 | New |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $2.31M | 0.73% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 41,050 | $2.31M | 0.18% | +16,817+69.4% | Added |
| Congress Park Capital LLC | 32,151 | $2.31M | 0.87% | +2,391+8.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 32,150 | $2.31M | 1.13% | −28−0.1% | Reduced |
| Massachusetts Wealth Management | 32,117 | $2.31M | 1.58% | −360−1.1% | Reduced |
| Capital Markets Trading UK LLP | 32,056 | $2.30M | 2.63% | +16,315+103.6% | Added |
| AF Advisors, Inc. | 32,040 | $2.30M | 0.44% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 32,010 | $2.30M | 0.07% | −368−1.1% | Reduced |
| YHB Investment Advisors, Inc. | 31,992 | $2.30M | 0.19% | −1,057−3.2% | Reduced |
| Royal Fund Management, LLC | 31,884 | $2.29M | 0.27% | −31,752−49.9% | Reduced |
| Auxier Asset Management | 31,787 | $2.28M | 0.34% | −155−0.5% | Reduced |
| We Are One Seven, LLC | 31,658 | $2.27M | 0.09% | +4,068+14.7% | Added |
| Westmount Partners, LLC | 31,626 | $2.27M | 0.69% | +274+0.9% | Added |
| Aptus Capital Advisors, LLC | 31,566 | $2.27M | 0.03% | +2,881+10.0% | Added |
| Private Wealth Asset Management, LLC | 31,512 | $2.26M | 0.33% | +31,512 | New |
| Applied Capital LLC | 31,440 | $2.26M | 1.81% | −160−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 31,375 | $2.25M | 0.07% | +31,375 | New |
| Schnieders Capital Management LLC | 31,219 | $2.24M | 0.48% | −2,410−7.2% | Reduced |
| SeaBridge Investment Advisors LLC | 31,142 | $2.24M | 0.48% | +20,796+201.0% | Added |
| Aspire Private Capital, LLC | 31,040 | $2.23M | 0.55% | +1,889+6.5% | Added |
| Great Lakes Retirement, Inc. | 30,989 | $2.22M | 0.29% | +126+0.4% | Added |
| Smith Shellnut Wilson LLC | 30,891 | $2.22M | 1.02% | +504+1.7% | Added |
| Argus Investors' Counsel, Inc. | 30,870 | $2.22M | 1.69% | +40+0.1% | Added |
| Avantra Family Wealth, Inc. | 30,619 | $2.20M | 2.11% | +262+0.9% | Added |
| Granite Investment Partners, LLC | 30,587 | $2.20M | 0.11% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 31,469 | $2.19M | 0.23% | −995−3.1% | Reduced |
| Tradition Wealth Management, LLC | 30,420 | $2.18M | 0.19% | +143+0.5% | Added |
| Wilkinson Global Asset Management LLC | 30,400 | $2.18M | 0.14% | 00.0% | Unchanged |
| Truvestments Capital LLC | 30,332 | $2.18M | 0.47% | +29,618+4,148.2% | Added |
| Scott & Selber, Inc. | 30,242 | $2.17M | 0.70% | +20+0.1% | Added |
| Johnson Investment Counsel Inc | 30,197 | $2.17M | 0.02% | −1,370−4.3% | Reduced |
| Marks Group Wealth Management, Inc | 30,173 | $2.17M | 0.21% | −254−0.8% | Reduced |
| Banco BTG Pactual S.A. | 30,000 | $2.15M | 0.54% | +1,889+6.7% | Added |