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
MARTIN & CO INC /TN/21,241$1.52M0.29%+4213F-HRTimeline
Florida Trust Wealth Management Co21,180$1.52M0.05%+3,96913F-HRTimeline
Welch Group, LLC21,461$1.52M0.07%-8413F-HRTimeline
Modera Wealth Management, LLC21,110$1.52M0.02%+54813F-HRTimeline
LJI Wealth Management, LLC21,099$1.51M0.3%-20413F-HRTimeline
Graves Light Lenhart Wealth, Inc.21,075$1.51M0.19%+313F-HRTimeline
Citadel Investment Advisory, Inc.21,041$1.51M0.74%013F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.21,000$1.51M0.37%-10,50013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,925$1.5M0.06%-2,01813F-HRTimelineGroup
Schechter Investment Advisors, LLC20,910$1.5M0.12%-1,65213F-HRTimeline
NAPA WEALTH MANAGEMENT20,828$1.5M0.84%new13F-HRTimeline
Ransom Advisory, Ltd20,786$1.49M0.74%+40013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION20,691$1.49M0.14%-4913F-HRTimeline
Aaron Wealth Advisors LLC20,623$1.48M0.17%+99513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC20,603$1.48M0.19%+6,24513F-HRTimeline
LOUISBOURG INVESTMENTS INC.28,844$1.48M0.4%-40013F-HRTimeline
Sunbelt Securities, Inc.20,598$1.48M0.13%-2,81713F-HRTimeline
Cetera Trust Company, N.A20,426$1.47M0.93%013F-HRTimeline
Engineers Gate Manager LP20,396$1.46M0.02%-38,98113F-HRTimeline
Unique Wealth Strategies, LLC20,395$1.46M0.66%-38913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC20,395$1.46M0.3%+31313F-HRTimeline
GARDA CAPITAL PARTNERS LP20,345$1.46M0.82%new13F-HRTimeline
TRUE Private Wealth Advisors20,290$1.46M0.18%-713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC20,289$1.46M0.02%+53913F-HR/ATimelineGroup
LS Investment Advisors, LLC20,213$1.45M0.22%013F-HRTimeline
Pure Financial Advisors, LLC20,207$1.45M0.03%+2,31713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20,149$1.45M0.02%-1,89413F-HRTimeline
CX Institutional20,144$1.45M0.05%-28913F-HRTimeline
JT Stratford LLC20,065$1.44M0.25%-91713F-HRTimeline
Breakwater Capital Group20,035$1.44M0.26%+2,84813F-HRTimeline
Harbor Advisors LLC20,000$1.44M0.25%013F-HRTimeline
SWEENEY & MICHEL, LLC22,780$1.41M0.62%13F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC19,525$1.4M0.65%-2,26513F-HRTimeline
SAGE RHINO CAPITAL LLC19,519$1.4M0.32%-35013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/19,509$1.4M0.19%-3,22613F-HRTimeline
First Bank & Trust19,509$1.4M0.27%013F-HRTimeline
Everhart Financial Group, Inc.19,490$1.4M0.19%+92613F-HRTimeline
WRIGHT INVESTORS SERVICE INC19,481$1.4M0.46%+6,08413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
American State Bank (Iowa)19,424$1.39M0.84%+9213F-HRTimeline
Northwest & Ethical Investments L.P.19,447$1.39M0.04%new13F-HRTimeline
Caldwell Trust Co19,399$1.39M0.15%+1,48113F-HRTimeline
M.E. ALLISON & CO., INC.19,385$1.39M1.38%+113F-HRTimeline
First Dallas Securities Inc.19,278$1.38M0.58%+2,90313F-HRTimeline
Continuum Advisory, LLC19,255$1.38M0.18%+3,33613F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.19,248$1.38M0.64%-84713F-HRTimeline
Chicago Capital, LLC19,247$1.38M0.04%013F-HRTimeline
Lindbrook Capital, LLC19,199$1.38M0.13%-61413F-HRTimeline
Fiduciary Alliance LLC19,046$1.37M0.13%-2,62113F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC19,018$1.37M1.11%-40513F-HRTimeline
GF FUND MANAGEMENT CO. LTD.18,999$1.36M0.03%+12,94413F-HRTimeline
Meridian Wealth Management, LLC18,976$1.36M0.07%+9,87113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,939$1.36M0.09%+1,64913F-HRTimelineGroup
COURIER CAPITAL LLC18,928$1.36M0.09%-91213F-HRTimeline
INTEGRITY ALLIANCE, LLC.18,892$1.36M0.05%new13F-HRTimeline
Main Street Research LLC18,882$1.36M0.09%-1,89313F-HRTimeline
Clarius Group, LLC18,877$1.36M0.09%-19313F-HRTimeline
LexAurum Advisors, LLC18,792$1.35M0.26%-9613F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…18,781$1.35M0.68%-74013F-HRTimeline
Washington Trust Bank18,736$1.35M0.13%+37713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding18,721$1.34M+2,424Timeline
Prudent Man Advisors, LLC18,698$1.34M0.49%+44213F-HRTimeline
William B. Walkup & Associates, Inc.18,667$1.34M0.82%+83013F-HRTimeline
Archford Capital Strategies, LLC18,631$1.34M0.2%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC18,562$1.33M0.02%-72913F-HRTimeline
EXCALIBUR MANAGEMENT CORP18,546$1.33M0.52%-86013F-HRTimeline
Fulton Bank, N.A.18,538$1.33M0.05%-87513F-HRTimeline
SIMON QUICK ADVISORS, LLC18,485$1.33M0.08%+4,72013F-HRTimeline
Annandale Capital, LLC18,436$1.32M0.25%-7913F-HRTimeline
Retirement Planning Co of New England, …18,434$1.32M0.66%+14413F-HR/ATimeline
Sentry LLC18,415$1.32M0.26%-10713F-HRTimeline
Sage Mountain Advisors LLC18,365$1.32M0.1%+1413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.18,311$1.31M0.14%+9113F-HRTimeline
Sompo Asset Management Co., Ltd.18,310$1.31M0.24%+40013F-HRTimeline
Legacy Financial Advisors, Inc.18,304$1.31M0.22%+2,20413F-HRTimeline
China Universal Asset Management Co., L…18,280$1.31M0.12%+1,42813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.18,246$1.31M0.54%-91813F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV18,199$1.31M0.18%-1,63313F-HRTimeline
First National Trust Co18,190$1.31M0.05%-91013F-HRTimeline
Aerodigm Wealth, LLC18,162$1.3M0.73%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC18,112$1.3M0.05%+69713F-HRTimeline
PFG Investments, LLC18,066$1.3M0.08%+4013F-HRTimeline
GTS SECURITIES LLC18,033$1.29M0.06%-9,19213F-HRTimeline
Barbara Oil Co.18,000$1.29M0.52%013F-HRTimeline
PMC FIG Opportunities LLC18,000$1.29M3.15%new13F-HRTimeline
VestGen Advisors, LLC17,880$1.28M0.06%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC17,878$1.28M0.05%+30113F-HRTimeline
RIA Advisory Group LLC17,843$1.28M0.42%-3,00613F-HRTimeline
Valtinson Bruner Financial Planning LLC17,833$1.28M0.43%-2,31413F-HRTimeline
1834 INVESTMENT ADVISORS CO17,795$1.28M0.16%-1,79713F-HRTimeline
Gibbs Wealth Management17,763$1.28M0.31%+61513F-HRTimeline
Graypoint LLC17,704$1.27M0.08%-49413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC17,703$1.27M0.01%-23,88413F-HRTimelineGroup
Wharton Business Group, LLC17,695$1.27M0.06%-513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,675$1.27M0.04%+1,75013F-HRTimelineGroup
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC17,634$1.27M0.09%-6413F-HRTimeline
Jacobi Capital Management LLC17,584$1.26M0.09%+3513F-HRTimeline
Cypress Wealth Services, LLC17,577$1.26M0.26%+1,57313F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC17,569$1.26M0.02%+3,05413F-HRTimelineGroup
Penobscot Investment Management Company…17,561$1.26M0.12%-2,80013F-HRTimeline
GARRISON POINT ADVISORS, LLC17,534$1.26M0.61%+50813F-HRTimeline
Severin Investments, LLC17,531$1.26M1.26%+67413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC17,524$1.26M0.03%-7513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,459$1.25M0.03%-76813F-HRTimelineGroup
Murphy Pohlad Asset Management LLC17,453$1.25M0.53%-1,28013F-HRTimeline
BBR PARTNERS, LLC17,439$1.25M0.09%-12913F-HRTimeline
IHT Wealth Management, LLC17,401$1.25M0.04%+1,14613F-HRTimeline
Keystone Financial Services17,381$1.25M0.48%-1,13713F-HRTimeline
Dakota Wealth Management17,229$1.24M0.03%-10913F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd17,207$1.24M0.53%+6,20013F-HRTimelineGroup
AustralianSuper Pty Ltd17,163$1.23M0.01%-1,307,37513F-HRTimeline
POTENTIA WEALTH17,112$1.23M0.58%-5,00013F-HRTimeline
Vivid Wealth Management, LLC17,110$1.23M0.61%+19813F-HRTimeline
Diligent Investors, LLC17,100$1.23M0.3%+11413F-HRTimeline
Busey Bank17,016$1.22M0.04%+66813F-HRTimeline
AMG National Trust Bank16,925$1.22M0.03%+3,77113F-HRTimeline
Boltwood Capital Management16,900$1.21M0.37%-7513F-HRTimeline
BLB&B Advisors, LLC16,836$1.21M0.06%-2,13013F-HRTimeline
Knuff & Co LLC16,692$1.2M0.4%013F-HRTimeline
Claro Advisors Inc.16,679$1.2M0.16%+2,40813F-HRTimeline
First City Capital Management, Inc.16,651$1.2M0.72%-1,06413F-HRTimeline
Palisade Asset Management, LLC16,589$1.19M0.12%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,574$1.19M0.12%+1,17713F-HRTimeline
Beutel, Goodman & Co Ltd.16,515$1.19M0.01%new13F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.16,428$1.18M0.18%+1,56213F-HRTimeline
LMCG INVESTMENTS, LLC16,427$1.18M0.08%-16713F-HRTimeline
GeoWealth Management, LLC16,360$1.17M0.05%-5,94913F-HRTimeline
XML Financial, LLC16,359$1.17M0.11%+12913F-HRTimeline
Providence Wealth Advisors, LLC16,305$1.16M0.88%+23513F-HRTimeline
Sendero Wealth Management, LLC16,009$1.15M0.16%-4,50813F-HRTimeline
Sawyer & Company, Inc16,006$1.15M0.46%-85013F-HRTimeline
Lipe & Dalton15,968$1.15M0.64%-50013F-HRTimeline
CRUX WEALTH ADVISORS15,954$1.15M0.6%+6,06913F-HRTimeline
Jupiter Wealth Management LLC15,000$1.14M0.69%013F-HRTimeline
Obermeyer Wealth Partners15,862$1.14M0.06%-2,01213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV15,785$1.13M0.3%-1613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.15,764$1.13M0.63%-1313F-HRTimeline
Brookwood Investment Group LLC15,762$1.13M0.19%13F-HRTimeline
FINANCIAL COUNSELORS INC15,692$1.13M0.02%-2,82713F-HRTimeline
DMC Group, LLC15,680$1.13M0.92%-1,87013F-HRTimeline
Lantz Financial LLC15,590$1.12M0.31%+4513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC15,540$1.12M0.14%-9,17613F-HRTimelineGroup
Douglass Winthrop Advisors, LLC15,507$1.11M0.02%-88513F-HRTimeline
Cornerstone Wealth Management, LLC15,485$1.11M0.08%-50213F-HRTimeline
Hexagon Capital Partners LLC15,435$1.11M0.21%-56213F-HRTimeline
Lafayette Investments, Inc.15,395$1.11M0.23%-60013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC15,380$1.1M0.27%new13F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC15,367$1.1M0.79%-43913F-HRTimeline
Plancorp, LLC15,349$1.1M0.04%+46013F-HRTimeline
Gryphon Financial Partners LLC15,337$1.1M0.16%+2,25713F-HRTimeline
Quilter Plcin group Quilter Plc15,323$1.1M0.02%013F-HRTimelineGroup
SCRATCH CAPITAL LLC15,299$1.1M1.13%+11,00013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC15,290$1.1M0.21%+18113F-HRTimelineGroup
Intrinsic Value Partners, LLC15,275$1.1M1.08%-58513F-HRTimeline
North Star Investment Management Corp.15,250$1.09M0.08%+50013F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC15,117$1.09M0.46%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.15,074$1.08M0.05%-10913F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.15,043$1.08M0.15%-1,60513F-HRTimeline
AdvisorNet Financial, Inc15,037$1.08M0.08%+2,29313F-HRTimeline
Capital Investment Advisory Services, L…15,022$1.08M0.1%-2813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC14,957$1.07M0.76%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,951$1.07M0.03%+1,05913F-HRTimelineGroup
Raleigh Capital Management Inc.14,950$1.07M0.49%-1,31913F-HRTimeline
Brucke Financial, Inc.15,088$1.07M0.93%+65913F-HRTimeline
WP Advisors, LLC14,898$1.07M0.36%-14213F-HRTimeline
Thomasville National Bank14,767$1.06M0.08%-36413F-HRTimeline
Heritage Trust Co14,756$1.06M0.13%013F-HRTimeline
Net Worth Advisory Group14,753$1.06M0.33%-3,40913F-HRTimeline
IBEX WEALTH ADVISORS14,747$1.06M0.14%new13F-HRTimeline
SageView Advisory Group, LLC14,741$1.06M0.05%+29713F-HRTimeline
Principle Wealth Partners LLC14,680$1.05M0.08%-1,00013F-HRTimeline
MTM Investment Management, LLC14,776$1.05M0.41%+513F-HRTimeline
SITTNER & NELSON, LLC14,661$1.05M0.45%-72713F-HRTimeline
Castle Rock Wealth Management, LLC14,848$1.05M0.28%+1513F-HRTimeline
Kathmere Capital Management, LLC14,638$1.05M0.09%-43113F-HRTimeline
Legacy Advisors, LLC14,637$1.05M0.11%+74813F-HRTimeline
Tranquilli Financial Advisor LLC14,618$1.05M0.66%+41513F-HRTimeline
Accredited Investors Inc.14,607$1.05M0.07%-2,85113F-HRTimeline
Knollwood Investment Advisory, LLC14,587$1.05M0.12%013F-HRTimeline
Carnegie Lake Advisors LLC14,588$1.05M0.42%+57013F-HRTimeline
Campbell & CO Investment Adviser LLC14,559$1.05M0.08%-10,24613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC14,552$1.04M0.04%-70013F-HRTimeline
EASTERN BANK14,492$1.04M0.02%-92813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,685$1.04M0.16%-37613F-HRTimeline
Marcum Wealth, LLC14,429$1.04M0.09%-96813F-HRTimeline
Cascade Investment Advisors, Inc.14,420$1.04M0.7%013F-HRTimeline
Pacific Center for Financial Services14,410$1.03M0.27%-60513F-HRTimeline
Providence Capital Advisors, LLC14,361$1.03M0.21%+4,82313F-HRTimeline
Aljian Capital Management, LLC14,359$1.03M0.25%+37113F-HRTimeline
Vertex Planning Partners, LLC14,206$1.02M0.22%-8313F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…14,166$1.02M0.48%+9,26113F-HRTimeline
Cohen Capital Management, Inc.14,156$1.02M0.17%013F-HRTimeline
Keel Point, LLC14,143$1.02M0.08%+3,65813F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS14,137$1.01M0.41%013F-HRTimeline
LifeSteps Financial, Inc.14,112$1.01M0.82%+9813F-HRTimeline
Fragasso Financial Advisors Inc14,101$1.01M0.08%+22513F-HRTimeline
Invst, LLC14,091$1.01M0.14%new13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC14,021$1.01M0.53%-97213F-HRTimeline
Cove Street Capital, LLC14,020$1.01M1.58%-8,13013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC14,039$1M0.4%+8,24213F-HRTimeline
Financial Engines Advisors L.L.C.13,978$1M<0.01%-1,03513F-HRTimeline