Skip to content

WFC WELLS FARGO & CO

Follow

COM (common), issuer CIK 72971

2,517 managers (2,561 13F filers) reported a position in WFC shares at 2025-03-31, 2,520,520,006 shares in all. 159 filers opened a position and 152 filers sold out during the quarter.

Managers
2,517
13F filers
2,561
New
159
Added
981
Reduced
1,008
Sold out
152
Shares held by filers
2,520,520,006

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
American Money Management, LLC36,706$2.64M0.5%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO36,632$2.63M0.07%+77813F-HRTimeline
Capital Asset Advisory Services LLC36,368$2.63M0.13%-8,63713F-HRTimeline
Financiere des Professionnels - Fonds d…36,586$2.63M0.17%+13,01113F-HRTimeline
Blue Trust, Inc.36,323$2.61M0.03%+4,16013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.36,037$2.59M0.19%-8,25213F-HRTimelineGroup
Ally Financial Inc.in group Ally Financial Inc.36,000$2.58M0.29%013F-HRTimelineGroup
Leonteq Securities AG35,979$2.58M0.2%+2,82813F-HRTimeline
Keystone Wealth Services, LLC35,970$2.58M0.7%+113F-HRTimeline
Griffith & Werner, Inc.35,958$2.58M1.61%+2,11113F-HRTimeline
Venture Visionary Partners LLC35,870$2.58M0.11%+13,00213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding35,731$2.57M-966Timeline
WESBANCO BANK INC35,524$2.55M0.09%-70213F-HRTimeline
Composition Wealth, LLC35,455$2.55M0.05%+28913F-HRTimeline
Central Pacific Bank - Trust Division35,383$2.54M0.35%-6,18713F-HRTimeline
Coppell Advisory Solutions LLC35,671$2.54M0.36%-10,46713F-HRTimeline
Rehmann Capital Advisory Group35,299$2.53M0.16%+2,97813F-HRTimeline
Naviter Wealth, LLC35,596$2.52M0.3%-6,91013F-HRTimeline
Chicago Partners Investment Group LLC34,129$2.5M0.08%+2,06613F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…34,722$2.49M0.14%-1,00013F-HRTimeline
Triangle Securities Wealth Management34,607$2.48M0.64%-45413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DIVERSIFIED TRUST CO34,587$2.48M0.06%+11913F-HRTimeline
Compound Planning, Inc.34,502$2.48M0.11%+3,52613F-HRTimeline
QV Investors Inc.34,267$2.46M0.25%-2,60013F-HRTimeline
Miller Investment Management, LP34,082$2.45M0.27%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC34,011$2.44M1.12%-97013F-HRTimeline
Lummis Asset Management, LP33,751$2.42M1.68%+6,19213F-HRTimeline
STABLEFORD CAPITAL II LLC37,090$2.4M1.02%-3113F-HRTimeline
NEVILLE RODIE & SHAW INC33,423$2.4M0.19%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO33,385$2.4M0.02%-13,49113F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC33,210$2.38M0.2%+4,64313F-HR/ATimeline
One Wealth Advisors, LLC33,102$2.38M0.35%+5,37413F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW33,072$2.37M0.44%-1,21213F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC32,992$2.37M0.1%-54813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding32,950$2.37M+39Timeline
GHP Investment Advisors, Inc.32,922$2.36M0.11%+95713F-HRTimeline
BENNETT SELBY INVESTMENTS LP32,760$2.35M0.93%+18413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.32,744$2.35M0.12%+1,07913F-HRTimelineGroup
Roxbury Financial LLC29,976$2.35M2.3%-49313F-HRTimeline
SHELL ASSET MANAGEMENT CO32,630$2.34M0.11%-1,54113F-HRTimeline
Silvant Capital Management LLC32,416$2.33M0.11%+57213F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP32,349$2.32M0.58%new13F-HRTimeline
Supplemental Annuity Collective Trust o…32,200$2.31M0.73%013F-HRTimeline
Arete Wealth Advisors, LLC41,050$2.31M0.18%+16,81713F-HRTimeline
Congress Park Capital LLC32,151$2.31M0.87%+2,39113F-HRTimeline
Mine & Arao Wealth Creation & Managemen…32,150$2.31M1.13%-2813F-HRTimeline
Massachusetts Wealth Management32,117$2.31M1.58%-36013F-HRTimeline
Capital Markets Trading UK LLP32,056$2.3M2.63%+16,31513F-HRTimeline
AF Advisors, Inc.32,040$2.3M0.44%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC32,010$2.3M0.07%-36813F-HRTimeline
YHB Investment Advisors, Inc.31,992$2.3M0.19%-1,05713F-HRTimeline
Royal Fund Management, LLC31,884$2.29M0.27%-31,75213F-HRTimeline
AUXIER ASSET MANAGEMENT LLC31,787$2.28M0.34%-15513F-HRTimeline
MGO ONE SEVEN LLC31,658$2.27M0.09%+4,06813F-HRTimeline
Westmount Partners, LLC31,626$2.27M0.69%+27413F-HRTimeline
Aptus Capital Advisors, LLC31,566$2.27M0.03%+2,88113F-HRTimeline
Private Wealth Asset Management, LLC31,512$2.26M0.33%13F-HRTimeline
Applied Capital LLC/FL31,440$2.26M1.81%-16013F-HRTimeline
Dynamic Advisor Solutions LLC31,375$2.25M0.07%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC31,219$2.24M0.48%-2,41013F-HRTimeline
SeaBridge Investment Advisors LLC31,142$2.24M0.48%+20,79613F-HRTimeline
Aspire Private Capital, LLC31,040$2.23M0.55%+1,88913F-HRTimeline
Great Lakes Retirement, Inc.30,989$2.22M0.29%+12613F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV30,891$2.22M1.02%+50413F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.30,870$2.22M1.69%+4013F-HRTimeline
Avantra Family Wealth, Inc.30,619$2.2M2.11%+26213F-HRTimeline
Granite Investment Partners, LLC30,587$2.2M0.11%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC31,469$2.19M0.23%-99513F-HRTimeline
Tradition Wealth Management, LLC30,420$2.18M0.19%+14313F-HRTimeline
Wilkinson Global Asset Management LLC30,400$2.18M0.14%013F-HRTimeline
Truvestments Capital LLC30,332$2.18M0.47%+29,61813F-HRTimeline
Scott & Selber, Inc.30,242$2.17M0.7%+2013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC30,197$2.17M0.02%-1,37013F-HRTimeline
Marks Group Wealth Management, Inc30,173$2.17M0.21%-25413F-HRTimeline
Banco BTG Pactual S.A.30,000$2.15M0.54%+1,88913F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC29,951$2.15M0.2%+45013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC29,874$2.14M0.03%+45013F-HRTimeline
N.E.W. Advisory Services LLC29,836$2.14M0.16%+1,42013F-HRTimeline
Baker Avenue Asset Management, LP29,820$2.14M0.07%+1,16713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC29,722$2.13M0.24%-17513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC29,654$2.13M1.22%+1913F-HRTimeline
Alaska Permanent Fund Corp29,947$2.13M0.03%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC29,573$2.12M0.07%+2,40713F-HRTimeline
Xcel Wealth Management, LLC29,569$2.12M0.66%013F-HRTimeline
Portfolio Design Labs, LLC29,262$2.1M0.43%-38,89613F-HRTimeline
Catalyst Funds Management Pty Ltd29,160$2.09M0.55%-53,94013F-HRTimeline
CW Advisors, LLC28,654$2.08M0.02%+21,20213F-HRTimeline
Round Hill Asset Management28,997$2.08M1.5%-6,19513F-HRTimeline
Talon Private Wealth, LLC28,545$2.07M0.28%+27,74413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.28,866$2.07M0.81%+3,90813F-HRTimeline
Empirical Financial Services, LLC d.b.a…28,811$2.07M0.05%+6,05313F-HRTimeline
MassMutual Private Wealth & Trust, FSB28,801$2.07M0.06%-3,00313F-HRTimeline
HARBOUR INVESTMENTS, INC.28,749$2.06M0.06%+9913F-HRTimeline
ROTHSCHILD INVESTMENT LLC28,699$2.06M0.14%+35213F-HRTimeline
Apella Capital, LLC31,011$2.06M0.07%+3,47413F-HRTimeline
Argent Advisors, Inc.28,633$2.06M0.69%-27213F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…28,629$2.06M0.42%-385,21313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…947,716$2.05M0.18%new13F-HRTimeline
WRAPMANAGER INC28,581$2.05M0.54%-3,81013F-HRTimeline
Fisher Asset Management, LLC28,579$2.05M<0.01%-1,21013F-HRTimeline
U.S. Capital Wealth Advisors, LLC28,540$2.05M0.06%+1,69013F-HRTimeline
Freemont Management S.A.28,400$2.04M0.8%-2,80013F-HRTimeline
LONDON CO OF VIRGINIA28,305$2.03M0.01%+3,40413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC28,977$2.01M0.17%-84213F-HRTimeline
Mystic Asset Management, Inc.28,020$2.01M0.53%-26513F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd28,013$2.01M0.12%+16,88313F-HRTimelineGroup
Smartleaf Asset Management LLC28,162$1.99M0.19%+4,23313F-HRTimeline
Marotta Asset Management35,237$1.99M0.39%013F-HRTimeline
Peak Asset Management, LLC27,713$1.99M0.38%-2,07513F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…27,674$1.99M0.37%-6,64013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC27,601$1.98M0.12%+10,00313F-HRTimeline
Northside Capital Management, LLC27,530$1.98M0.32%+40313F-HRTimeline
EVERETT HARRIS & CO /CA/27,521$1.98M0.03%+90013F-HRTimeline
Dorsey Wright & Associates27,517$1.98M0.5%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC27,395$1.97M1.33%+74413F-HRTimeline
GM Advisory Group, LLC27,327$1.96M0.11%+19613F-HRTimeline
Vest Financial, LLC27,256$1.96M0.03%+11,54713F-HRTimeline
Pacifica Partners Inc.29,738$1.95M0.89%-513F-HRTimeline
Selway Asset Management27,200$1.95M0.81%-10,60013F-HRTimeline
CONNING INC.in group CONNING INC.26,903$1.93M0.07%-99313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC26,891$1.93M0.05%+6,85213F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …26,826$1.93M0.06%-5,59513F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC26,805$1.92M0.05%-8013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC26,743$1.92M0.07%-4,25213F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…26,653$1.91M0.58%+60213F-HRTimeline
Snowden Capital Advisors LLC26,634$1.91M0.06%-3,74613F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL26,611$1.91M0.35%new13F-HRTimeline
Buffington Mohr McNeal26,611$1.91M0.38%+3,80913F-HRTimeline
Brooklyn Investment Group26,455$1.9M0.41%+3,18613F-HRTimeline
PRIVATE TRUST CO NA26,368$1.89M0.19%+24913F-HRTimeline
Sabal Trust CO26,073$1.87M0.1%+5,54513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV25,990$1.87M0.26%-25013F-HRTimeline
EQUITABLE TRUST CO25,867$1.86M0.1%+1,94313F-HRTimeline
Pinnacle Bancorp, Inc.25,706$1.85M0.6%-2,58813F-HRTimeline
PICTET BANK & TRUST Ltd25,654$1.84M2.25%-12,37113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC25,641$1.84M0.43%+66913F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV28,550$1.83M0.8%+67513F-HR/ATimeline
Chemistry Wealth Management LLC25,197$1.81M0.42%-12913F-HRTimeline
CWC Advisors, LLC.25,194$1.81M1.03%+8,39813F-HRTimeline
Summit Financial, LLC25,194$1.81M0.05%+1,16513F-HRTimeline
Carnegie Investment Counsel28,944$1.8M0.04%+2,98513F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC24,980$1.79M0.66%-53513F-HRTimeline
Dynasty Wealth Management, LLC24,893$1.79M0.03%+20713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding25,574$1.79M+11,234Timeline
Arkadios Wealth Advisors24,723$1.77M0.07%+2,61213F-HRTimeline
Quantitative Investment Management, LLC24,688$1.77M0.16%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC24,656$1.77M0.01%+58113F-HRTimeline
BLI - Banque de Luxembourg Investments25,000$1.76M0.05%new13F-HRTimeline
HAP Trading, LLC24,570$1.76M0.63%-35,36413F-HRTimeline
HBK Sorce Advisory LLC24,543$1.76M0.05%+1,61713F-HRTimeline
Aventura Private Wealth, LLC24,538$1.76M0.92%+1,39713F-HRTimeline
Nicholas Hoffman & Company, LLC.24,535$1.76M0.07%-3,47613F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
First Horizon Advisors, Inc.24,380$1.75M0.05%+74113F-HRTimeline
Laurel Wealth Advisors LLC24,335$1.75M0.27%+1313F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.24,295$1.74M0.51%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT24,265$1.74M0.68%-1,22213F-HRTimeline
Gilbert & Cook, Inc.24,228$1.74M0.25%-1,16113F-HRTimeline
CADINHA & CO LLC24,154$1.73M0.37%-80013F-HRTimeline
Soltis Investment Advisors LLC24,140$1.73M0.15%+28113F-HRTimeline
AVISO WEALTH MANAGEMENT24,113$1.73M0.92%-4,16513F-HRTimeline
National Philanthropic Trust24,081$1.73M0.03%-2,42113F-HRTimeline
Insight Advisors, LLC/ PA24,073$1.73M0.3%+12513F-HRTimeline
Rokos Capital Management LLPin group Rokos Capital Management LLP24,045$1.72M0.05%new13F-HRTimelineGroup
WESTPAC BANKING CORPin group WESTPAC BANKING CORP24,009$1.72M0.13%-6,12213F-HRTimelineGroup
One Capital Management, LLC23,804$1.71M0.06%+1,32813F-HRTimeline
LANARK FINANCIAL, INC.23,791$1.71M0.15%+23,76713F-HRTimeline
Fiduciary Group, LLC23,692$1.7M0.17%-14013F-HRTimeline
Fort Sheridan Advisors LLC23,565$1.69M0.26%-41513F-HRTimeline
HOLDERNESS INVESTMENTS CO23,551$1.69M0.39%-15913F-HRTimeline
FOCUS Wealth Advisors, LLC23,525$1.69M0.93%+1,21513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23,513$1.69M0.09%+1,94113F-HRTimelineGroup
Hedges Asset Management LLC23,500$1.69M1.11%-3,00013F-HRTimeline
Integrated Advisors Network LLC23,437$1.68M0.09%-3213F-HRTimeline
MATHER GROUP, LLC.23,424$1.68M0.02%+2,68013F-HRTimeline
Frank, Rimerman Advisors LLC23,380$1.68M0.13%+2,84813F-HRTimeline
Premier Path Wealth Partners, LLC23,366$1.68M0.26%+23513F-HRTimeline
Trinity Financial Advisors LLC25,478$1.67M0.6%+1,22613F-HR/ATimeline
Citizens National Bank Trust Department23,127$1.66M0.35%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…22,934$1.65M0.02%-691,58113F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.22,931$1.65M0.14%-30013F-HRTimeline
Jaffetilchin Investment Partners, LLC22,873$1.64M0.12%+37213F-HRTimeline
Howard Capital Management, LLC22,840$1.64M0.04%-3,04513F-HRTimeline
Sheaff Brock Investment Advisors, LLC22,802$1.64M0.15%-11,19813F-HRTimeline
Beck Bode, LLC22,698$1.63M0.3%new13F-HRTimeline
SYON CAPITAL LLC22,499$1.62M0.13%+3,44613F-HRTimeline
SeaCrest Wealth Management, LLC22,474$1.61M0.18%+85313F-HRTimeline
Rossmore Private Capital22,334$1.6M0.2%-29013F-HRTimeline
Guerra Advisors Inc22,311$1.6M0.9%+2,67213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO22,306$1.6M0.39%013F-HRTimeline
Hartford Funds Management Co LLC22,237$1.6M0.14%-82913F-HRTimeline
DAVIDSON TRUST CO22,228$1.6M0.76%-2,12813F-HRTimeline
West Branch Capital LLC22,091$1.59M0.53%+4,90413F-HRTimeline
Collar Capital Management, LLC22,085$1.59M1.44%013F-HRTimeline
Mutual Advisors, LLC22,624$1.58M0.05%-1,57413F-HRTimeline
ASPIRIANT, LLC21,881$1.57M0.05%-17013F-HRTimeline
Generali Investments, Management Co LLC21,797$1.56M0.45%+4,64113F-HRTimeline
Pflug Koory, LLC21,741$1.56M0.87%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.21,732$1.56M0.08%-1,40013F-HRTimeline
Ceeto Capital Group, LLC21,503$1.54M0.59%013F-HRTimeline
COUNTRY CLUB BANK21,816$1.54M0.1%-11013F-HRTimeline