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
Hartford Financial Management Inc.9,595$689K0.14%013F-HRTimeline
Smith Thornton Advisors LLC9,591$689K0.43%013F-HRTimeline
Prentice Wealth Management LLC9,587$688K0.2%+16113F-HRTimeline
Linscomb Wealth, Inc.9,585$688K0.03%+8113F-HRTimeline
Creekside Partners9,537$685K0.36%013F-HRTimeline
Resonant Capital Advisors, LLC9,524$684K0.05%-2013F-HRTimeline
Athena Investment Management9,492$681K0.41%-19913F-HRTimeline
Quadrant Private Wealth Management, LLC9,490$681K0.17%-39013F-HRTimeline
Sather Financial Group Inc9,451$678K0.04%-14,53213F-HRTimeline
WEST BANCORPORATION INC9,450$678K0.46%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,422$675K0.12%+26013F-HRTimeline
Jain Global LLC9,376$673K0.01%-24,87113F-HRTimeline
GWN SECURITIES INC.8,918$671K0.04%+3,85113F-HRTimeline
Manchester Capital Management LLC9,349$671K0.08%+39613F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,293$667K0.13%-5713F-HRTimeline
Old North State Trust, LLC9,491$667K0.42%013F-HRTimeline
OPINICUS CAPITAL, INC.9,287$667K0.59%new13F-HRTimeline
Bedel Financial Consulting, Inc.9,065$666K0.1%+16813F-HRTimeline
SteelPeak Wealth, LLC9,265$665K0.03%+3,07013F-HRTimeline
CYBER HORNET ETFs LLC9,237$663K0.68%+2513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9,205$661K0.07%-3813F-HRTimelineGroup
Versant Capital Management, Inc9,189$660K0.11%+4,20013F-HRTimeline
Vestmark Advisory Solutions, Inc.9,184$659K0.02%-2313F-HRTimeline
JNBA Financial Advisors9,130$655K0.07%-1,88613F-HRTimeline
Larson Financial Group LLC9,122$655K0.03%+2,31413F-HRTimeline
Crown Wealth Group, LLC9,104$654K0.34%+2,45613F-HRTimeline
Northstar Financial Companies, Inc.9,078$652K0.71%013F-HRTimeline
Legacy Financial Group LLC9,048$650K0.1%-4,48913F-HRTimeline
Westover Capital Advisors, LLC9,047$649K0.14%013F-HRTimeline
Tudor Financial Inc.9,044$649K0.39%+313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,038$649K0.09%+31513F-HRTimeline
Summa Corp.9,024$648K0.37%+32413F-HRTimeline
CFO4Life Group, LLC9,022$648K0.11%-15213F-HRTimeline
Deseret Mutual Benefit Administrators9,021$648K0.32%-96113F-HRTimeline
Alliance Wealth Advisors, LLC /UT8,969$644K0.17%-2,00313F-HRTimeline
Basepoint Wealth LLC8,961$643K0.5%-43913F-HRTimeline
Encompass More Asset Management8,924$641K0.19%-38813F-HRTimeline
Triumph Capital Management8,912$640K0.21%+21013F-HRTimeline
Kagan Cocozza Asset Management8,906$639K0.52%-1,13413F-HRTimeline
Spectrum Wealth Counsel, LLC8,885$638K0.08%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,874$637K0.23%-7813F-HRTimeline
FAS Wealth Partners, Inc.8,873$637K0.05%+2413F-HRTimeline
CIM INVESTMENT MANAGEMENT INC8,851$635K0.15%-613F-HRTimeline
Kerrisdale Advisers, LLC8,851$635K0.27%-10,49513F-HRTimeline
TOWER TRUST & INVESTMENT Co8,908$633K0.51%13F-HRTimeline
NWAM LLC8,806$632K0.05%+14213F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC8,800$632K0.15%013F-HRTimeline
Transce3nd, LLC8,802$631K0.28%-7213F-HRTimeline
1900 WEALTH MANAGEMENT LLC8,782$630K0.05%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC8,782$630K0.35%+58613F-HRTimeline
Hudock, Inc.8,772$630K0.11%+113F-HRTimeline
Meridian Wealth Partners, LLC8,770$630K0.1%-22713F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV8,753$628K0.14%013F-HRTimeline
ALTFEST L J & CO INC8,735$627K0.08%+1013F-HRTimeline
Winthrop Capital Management, LLC8,719$626K0.17%-2,70013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC8,829$624K0.48%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC8,665$622K0.08%013F-HRTimeline
Tradewinds, LLC.8,656$621K0.18%+8613F-HRTimeline
SilverOak Wealth Management LLC8,613$618K0.13%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.8,581$616K0.02%new13F-HRTimelineGroup
BlueStem Wealth Partners, LLC8,523$612K0.08%+5013F-HRTimeline
Legacy Capital Wealth Partners, LLC8,518$612K0.15%-4,07713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,493$610K0.02%-19913F-HRTimelineGroup
Diversified Enterprises, LLC8,507$610K0.05%+1,81113F-HRTimeline
First Bancorp, Inc /ME/8,470$608K0.39%+45013F-HRTimeline
McAdam, LLC8,467$608K0.04%+2,24413F-HRTimeline
Allen Capital Group, LLC8,434$605K0.07%+37813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC8,433$605K0.2%-1,02113F-HR/ATimeline
Venturi Wealth Management, LLC8,424$605K0.03%+1,03613F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT8,418$604K0.03%-213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC8,418$604K0.02%013F-HRTimeline
Valmark Advisers, Inc.8,405$603K0.01%+10513F-HRTimeline
Sivia Capital Partners, LLC8,401$603K0.28%+47513F-HRTimeline
Humankind Investments LLC8,397$603K0.16%-37013F-HRTimeline
MONETARY MANAGEMENT GROUP INC8,395$603K0.16%013F-HRTimeline
KG Capital Management10,227$602K0.19%+18313F-HRTimeline
Field & Main Bank8,325$598K0.21%+7513F-HRTimeline
Tributary Capital Management, LLC8,220$590K0.05%-2,13013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…8,200$589K0.04%13F-HRTimeline
WADDELL & ASSOCIATES, LLC8,192$588K0.07%+1,03913F-HR/ATimeline
Wealth Architects, LLC8,186$588K0.06%+5913F-HR/ATimeline
RKL Wealth Management LLC8,185$588K0.06%+5,11313F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA8,178$587K0.04%+4113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC8,169$586K0.07%+3313F-HRTimeline
Circle Wealth Management, LLC8,161$586K0.01%-68813F-HRTimeline
Sippican Capital Advisors8,143$585K0.44%-15013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…8,123$583K0.06%-20613F-HRTimelineGroup
Lauterbach Financial Advisors, LLC8,115$583K0.36%-94213F-HRTimeline
Avion Wealth8,288$582K0.15%013F-HRTimeline
Vermillion Wealth Management, Inc.8,080$580K0.17%+3313F-HRTimeline
Three Magnolias Financial Advisors, LLC8,078$580K0.49%+2,89413F-HRTimeline
Auxano Advisors, LLC8,067$579K0.15%+11713F-HRTimeline
Interchange Capital Partners, LLC8,052$578K0.16%+1,53213F-HRTimeline
PFG Advisors8,046$578K0.03%+30213F-HRTimeline
Old West Investment Management, LLC8,037$577K0.21%new13F-HRTimeline
Integrity Financial Corp /WA8,026$576K0.33%-3,72513F-HRTimeline
Ironwood Investment Counsel, LLC8,011$575K0.1%-28113F-HRTimeline
FIDUCIENT ADVISORS LLC8,000$574K0.07%new13F-HRTimeline
Sebold Capital Management, Inc.7,999$574K0.38%-63513F-HRTimeline
Advisory Alpha, LLC7,986$573K0.02%+1,71313F-HR/ATimeline
Icon Wealth Advisors, LLC7,978$573K0.05%+35013F-HRTimeline
Nilsine Partners, LLC7,961$572K0.06%+55313F-HRTimeline
Intelligence Driven Advisers, LLC7,944$570K0.11%-34113F-HRTimeline
Safeguard Investment Advisory Group, LLC7,904$568K0.15%+2,06513F-HRTimeline
Cooper Financial Group7,897$567K0.07%+2,28213F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,861$564K0.12%+3,51513F-HRTimeline
Atala Financial Inc7,853$564K0.41%013F-HRTimeline
Institute for Wealth Management, LLC.7,849$564K0.07%+413F-HRTimeline
Van Cleef Asset Management,Inc7,816$561K0.06%-3,49913F-HRTimeline
Quarry LP7,782$559K0.14%+6,24813F-HRTimeline
Callan Capital, LLC7,761$557K0.04%+1,36413F-HRTimeline
Tradewinds Capital Management, LLC7,732$555K0.15%013F-HRTimeline
Sky Investment Group LLC7,700$553K0.1%013F-HRTimeline
Cape Investment Advisory, Inc.7,686$552K0.22%+7813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC7,676$551K0.02%+15113F-HRTimelineGroup
DOLIVER ADVISORS, LP7,675$551K0.15%-15013F-HRTimeline
EVOKE WEALTH, LLC7,652$549K0.01%+12113F-HRTimeline
Worth Asset Management, LLC7,649$549K0.3%-25,47413F-HRTimeline
Permanens Capital L.P.7,644$549K0.1%+1,34613F-HRTimeline
Wood Tarver Financial Group, LLC7,633$548K0.18%+30613F-HRTimeline
SummitTX Capital, L.P.7,628$548K0.02%13F-HRTimeline
Sound Income Strategies, LLC7,598$545K0.03%+9913F-HRTimeline
DKM Wealth Management, Inc.7,592$545K0.53%+2713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC7,554$542K0.05%-4,86013F-HRTimeline
BigSur Wealth Management LLC7,550$542K0.15%new13F-HRTimeline
Grant Private Wealth Management Inc7,548$542K0.58%-40013F-HRTimeline
Avidian Wealth Enterprises, LLC7,547$542K0.02%-1,21613F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC7,530$541K0.44%+1313F-HRTimeline
Cornerstone Wealth Group, LLC7,521$540K0.04%+1,73613F-HRTimeline
UPTICK PARTNERS, LLC7,513$539K0.18%+27513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC7,512$539K0.2%-21913F-HRTimeline
STAR Financial Bank7,486$537K0.39%013F-HRTimeline
one8zero8, LLC7,485$537K0.13%013F-HRTimeline
Cornerstone Advisory, LLC7,303$537K0.06%-26513F-HRTimeline
Magnus Financial Group LLC7,465$536K0.05%+11513F-HRTimeline
Bouchey Financial Group, Ltd.7,458$535K0.05%+71613F-HRTimeline
Connecticut Wealth Management, LLC7,452$535K0.03%-14913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …7,452$535K0.08%013F-HRTimeline
Fortitude Family Office, LLC7,447$535K0.19%013F-HRTimeline
Atom Investors LP7,428$533K0.07%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.7,422$533K0.15%+27913F-HRTimeline
MCF Advisors LLC7,411$532K0.04%-33713F-HRTimeline
Weil Company, Inc.7,409$532K0.16%-40013F-HRTimeline
SPINNAKER TRUST7,407$532K0.03%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,400$531K0.04%+6213F-HRTimeline
Bridge Creek Capital Management LLC7,400$531K0.17%013F-HRTimeline
PATTEN & PATTEN INC/TN7,394$531K0.04%-5713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC7,393$531K0.04%+93413F-HRTimeline
Sunflower Bank, N.A.7,380$530K0.15%+7113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP7,371$529K0.04%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC7,363$529K0.04%+11513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…7,355$528K0.03%-30013F-HRTimeline
Financial Insights, Inc.7,350$528K0.21%013F-HRTimeline
Accurate Wealth Management, LLC8,437$528K0.1%+12013F-HRTimeline
Pacifica Capital Investments, LLC7,335$527K0.19%013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC7,319$525K0.24%new13F-HRTimeline
Brueske Advisory Services, LLC7,298$524K0.5%+1813F-HRTimeline
Occidental Asset Management, LLC7,297$524K0.08%+93213F-HRTimeline
Wealthstream Advisors, Inc.7,284$523K0.1%+10513F-HRTimeline
Virtue Capital Management, LLC7,291$523K0.06%+63513F-HRTimeline
Lakeside Advisors, INC.7,275$522K0.35%013F-HRTimeline
Coastline Trust Co7,274$522K0.06%+62613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EVERPAR ADVISORS LLC7,272$522K0.28%+7213F-HRTimeline
Weaver Consulting Group7,267$522K0.16%+913F-HRTimeline
Texas Capital Bancshares Inc/TX7,258$521K0.22%-3913F-HRTimeline
Defender Capital, LLC.7,250$521K0.21%new13F-HRTimeline
HOWE & RUSLING INC7,233$519K0.04%-37513F-HRTimeline
Alpha Family Trustin group Alpha Family Trust7,220$518K0.3%013F-HRTimelineGroup
Cambridge Advisors Inc.7,219$518K0.11%+6713F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC8,321$517K0.35%+1,89813F-HRTimeline
Well Done, LLC7,323$514K0.09%-24113F-HRTimeline
Elyxium Wealth, LLC7,156$514K0.23%new13F-HRTimeline
Summit Asset Management, LLC7,150$513K0.09%013F-HRTimeline
Verum Partners LLC7,137$512K0.14%+1813F-HRTimeline
Cassaday & Co Wealth Management LLC7,132$512K0.01%+47913F-HRTimeline
Physician Wealth Advisors, Inc.7,111$510K0.09%-5313F-HRTimeline
S.A. Mason LLC7,103$510K0.27%013F-HRTimeline
Relyea Zuckerberg Hanson LLC7,098$510K0.07%+24513F-HRTimeline
CoreCap Advisors, LLC7,093$509K0.02%+1,43313F-HRTimeline
MONECO ADVISORS, LLC7,085$509K0.05%+6713F-HR/ATimeline
Kathleen S. Wright Associates Inc.7,075$509K0.21%013F-HRTimeline
Capital Advantage, Inc.7,235$508K0.09%013F-HRTimeline
Delta Investment Management, LLC7,076$508K0.1%-24413F-HRTimeline
John W. Brooker & Co., CPAs7,075$508K0.21%013F-HRTimeline
New Hampshire Trust7,065$507K0.12%-4013F-HRTimeline
Red Door Wealth Management, LLC7,020$504K0.07%+1,62313F-HRTimeline
SEVEN MILE ADVISORY7,019$504K0.34%+38313F-HRTimeline
Bluespring Wealth Management, LLC7,009$503K0.05%+4313F-HRTimeline
Wayfinding Financial, LLC7,019$503K0.22%+26513F-HRTimeline
Kearns & Associates LLC7,000$503K0.33%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC6,991$502K0.2%-29513F-HRTimeline
Cadence Bank6,983$501K0.04%-2813F-HRTimeline
Baron Wealth Management LLC6,981$501K0.22%+2,14513F-HRTimeline
Fort Point Capital Partners LLC6,959$500K0.06%-63413F-HRTimeline
17 CAPITAL PARTNERS, LLC6,910$496K0.32%+98713F-HRTimeline
HHM Wealth Advisors, LLC6,897$495K0.07%+113F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,885$494K0.51%+41813F-HRTimeline
Heartland Bank & Trust Co6,884$494K0.25%-8,81813F-HRTimeline
MEANS INVESTMENT CO., INC.6,884$494K0.05%+1813F-HRTimeline
Bridgewater Advisors Inc.6,934$493K0.04%new13F-HRTimeline