WFC WELLS FARGO & CO

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.

Holder	Shares	Value	% of portfolio	Change	Source
Piscataqua Savings Bank	6,866	$493K	0.44%	+4	13F-HR Timeline
SSI INVESTMENT MANAGEMENT LLC	6,862	$493K	0.04%	-3	13F-HR Timeline
Petros Family Wealth, LLC	6,852	$492K	0.54%	+295	13F-HR Timeline
INTRUST BANK NA	6,845	$491K	0.05%	-1,064	13F-HR Timeline
Austin Private Wealth, LLC	6,835	$491K	0.04%	+563	13F-HR Timeline
Procyon Advisors, LLC	6,823	$490K	0.03%	+184	13F-HR Timeline
Douglas Lane & Associates, LLC	6,823	$490K	0.01%	-3,809	13F-HR Timeline
ALPS ADVISORS INCin group ALPS ADVISORS INC	6,821	$490K	<0.01%	-5,617	13F-HR Timeline Group
TFR Capital, LLC.	6,809	$489K	0.2%	+3,767	13F-HR Timeline
SCHULHOFF & CO INC	6,804	$488K	0.22%	-173	13F-HR Timeline
Atlas Brown,Inc.	6,803	$488K	0.17%	+50	13F-HR Timeline
COWA, LLC	6,800	$488K	0.21%	0	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	6,797	$488K	0.04%	0	13F-HR Timeline
Burton Enright Welch	6,771	$486K	0.1%	+713	13F-HR Timeline
FORTEM FINANCIAL GROUP, LLC	6,759	$485K	0.19%	+150	13F-HR Timeline
LVW Advisors, LLC	6,757	$485K	0.06%	-185	13F-HR Timeline
Sequent Asset Management, LLC	6,753	$485K	0.27%	-42	13F-HR Timeline
Drexel Morgan & Co.	6,747	$484K	0.1%	0	13F-HR Timeline
Maia Wealth LLC	7,665	$484K	0.11%	+481	13F-HR Timeline
Aull & Monroe Investment Management Corp	6,718	$482K	0.24%	-122	13F-HR Timeline
Confluence Wealth Services, Inc.	7,090	$482K	0.03%	-60	13F-HR Timeline
Traynor Capital Management, Inc.	6,698	$481K	0.04%	+3,474	13F-HR Timeline
North Berkeley Wealth Management, LLC	6,697	$481K	0.5%	-595	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	6,693	$480K	0.16%	-1,744	13F-HR Timeline
LRI Investments, LLC	6,690	$480K	0.05%	-246	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	6,677	$479K	0.07%	-335	13F-HR Timeline
First Fiduciary Investment Counsel, Inc.	6,670	$479K	0.1%	0	13F-HR Timeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd	6,670	$479K	0.24%	-2,189	13F-HR Timeline Group
Main Street Financial Solutions, LLC	6,640	$477K	0.04%	-3,146	13F-HR Timeline
Advyzon Investment Management, LLC	6,639	$477K	0.17%	-902	13F-HR Timeline
Belmont Capital, LLC	6,638	$477K	0.09%	-52	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	6,632	$476K	0.05%	-996	13F-HR Timeline Group
Spartan Planning & Wealth Management	6,630	$476K	0.46%	+578	13F-HR Timeline
Western Pacific Wealth Management, LP	6,626	$476K	0.43%	-1,945	13F-HR Timeline
Canopy Partners, LLC	6,619	$475K	0.19%	+88	13F-HR Timeline
Simmons Bankin group Simmons Bank	6,601	$474K	0.04%	-100	13F-HR Timeline Group
LYNCH & ASSOCIATES/IN	6,594	$473K	0.1%	-12	13F-HR Timeline
Peak Retirement Planning, Inc.	6,587	$473K	0.26%	new	13F-HR Timeline
CVA Family Office, LLC	6,571	$472K	0.07%	+602	13F-HR Timeline
Mengis Capital Management, Inc.	6,564	$471K	0.1%	+50	13F-HR Timeline
Trek Financial, LLC	6,545	$470K	0.03%	new	13F-HR Timeline
Keystone Financial Group	6,500	$467K	0.05%	-1,022	13F-HR Timeline
Alpha Advisors, LLC/VA	6,496	$466K	0.41%	+164	13F-HR Timeline
RD Lewis Holdings, Inc.	6,318	$466K	0.53%	+350	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	6,493	$466K	0.06%	new	13F-HR Timeline
Michael A. Dubis Financial Planning, LLC	6,492	$466K	0.45%	0	13F-HR Timeline
Axis Wealth Partners, LLC	6,477	$465K	0.34%	+10	13F-HR Timeline
Veltria Advisors Corp.	6,473	$465K	0.3%	-5,157	13F-HR Timeline
Lincoln Capital LLC	7,012	$464K	0.1%	+1	13F-HR Timeline
TRAPHAGEN INVESTMENT ADVISORS LLC	6,448	$463K	0.05%	+538	13F-HR Timeline
TBH Global Asset Management, LLC	6,436	$462K	0.09%	+225	13F-HR Timeline
Founders Financial Alliance, LLC	6,421	$461K	0.11%	-514	13F-HR Timeline
Campion Asset Management	6,405	$460K	0.36%	-1,010	13F-HR Timeline
Redwood Investment Management, LLCin group Redwood Investment Management…	6,397	$459K	0.05%	new	13F-HR/A Timeline Group
Richard W. Paul & Associates, LLC	6,382	$458K	0.18%	-58	13F-HR Timeline
M3 Advisory Group, LLC	6,352	$456K	0.36%	+200	13F-HR Timeline
Zullo Investment Group, Inc.	6,327	$454K	0.19%	+147	13F-HR Timeline
Evernest Financial Advisors, LLC	6,304	$453K	0.16%	+963	13F-HR Timeline
Front Row Advisors LLC	6,293	$452K	0.17%	0	13F-HR Timeline
Lakeridge Wealth Management LLC	6,286	$451K	0.23%	+119	13F-HR Timeline
FORTRESS FINANCIAL GROUP, LLC	6,276	$451K	0.45%	+15	13F-HR Timeline
Oslo Pensjonsforsikring AS	6,264	$450K	0.07%	-2,726	13F-HR Timeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	6,250	$449K	0.14%	+1,959	13F-HR Timeline
SPC Financial, Inc.	6,250	$449K	0.04%	+151	13F-HR Timeline
Compagnie Lombard Odier SCmA	6,250	$449K	0.01%	0	13F-HR Timeline
Legacy Bridge, LLC	6,229	$447K	0.25%	0	13F-HR Timeline
OAKWORTH CAPITAL, INC.	6,228	$447K	0.03%	0	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	6,222	$447K	0.06%	+16	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	6,207	$446K	0.05%	-563	13F-HR Timeline
Heritage Investment Group, Inc.	6,205	$445K	0.08%	0	13F-HR Timeline
Wealth Preservation Advisors, LLC	6,200	$445K	0.32%		13F-HR Timeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …	6,200	$445K	0.03%	0	13F-HR Timeline Group
First Citizens Financial Corp	6,198	$445K	0.25%	0	13F-HR Timeline
MSH Capital Advisors LLC	6,198	$445K	0.14%	+410	13F-HR Timeline
SwitchPoint Financial Planning, LLC	6,196	$445K	0.42%	new	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	6,193	$445K	0.13%	-39,684	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	6,188	$444K	0.02%	-400	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	6,178	$444K	0.09%	0	13F-HR Timeline
Secure Asset Management, LLC	6,166	$443K	0.09%	+1,099	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	6,160	$442K	0.06%	-178	13F-HR Timeline Group
Cascade Financial Partners, LLC	6,151	$442K	0.06%	+400	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	6,145	$441K	0.19%	-161	13F-HR Timeline
Intrua Financial, LLC	6,137	$441K	0.07%	-964	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	6,128	$440K	0.2%	-79	13F-HR Timeline
Stokes Family Office, LLC	6,092	$437K	0.05%	-7,375	13F-HR Timeline
Westhampton Capital, LLC	6,090	$437K	0.24%	-400	13F-HR Timeline
Family Firm, Inc.	6,080	$436K	0.1%	-179	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	6,069	$436K	0.08%	+946	13F-HR Timeline
DUNCKER STREETT & CO INC	6,056	$435K	0.09%	+7	13F-HR Timeline
Hardy Reed LLC	6,048	$434K	0.04%	+484	13F-HR Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	6,047	$434K	0.33%	+2	13F-HR Timeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…	6,040	$434K	0.07%	-244	13F-HR Timeline Group
Cable Hill Partners, LLC	6,103	$433K	0.04%	+15	13F-HR Timeline
First National Bank of Hutchinson	6,029	$433K	0.29%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	6,024	$432K	0.17%	-1	13F-HR Timeline
Annex Advisory Services, LLC	6,008	$431K	0.01%	+1,007	13F-HR Timeline
MBL Wealth, LLC	6,006	$431K	0.04%	+1,568	13F-HR Timeline
Sterneck Capital Management, LLC	5,996	$430K	0.23%	-1,200	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	5,968	$428K	0.03%	-126	13F-HR Timeline Group
Allegheny Financial Group	5,948	$427K	0.11%	-399	13F-HR Timeline
Stiles Financial Services Inc	5,933	$426K	0.16%	+29	13F-HR Timeline
Marex Group Ltdin group Marex Group Ltd	5,930	$426K	0.01%	-10,938	13F-HR Timeline Group
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…	5,911	$424K	0.34%	new	13F-HR Timeline Group
Maven Securities LTDin group Maven Securities LTD	5,909	$424K	0.09%	new	13F-HR Timeline Group
Fruth Investment Management	5,918	$424K	0.12%	0	13F-HR Timeline
PIONEER TRUST BANK N A/OR	5,900	$424K	0.11%	0	13F-HR Timeline
Arrow Financial Corpin group Arrow Financial Corp	5,899	$423K	0.05%	-84	13F-HR Timeline Group
SEARLE & CO.	5,887	$423K	0.12%	0	13F-HR Timeline
Signal Advisors Wealth, LLC	5,871	$421K	0.04%	+950	13F-HR Timeline
180 WEALTH ADVISORS, LLC	5,836	$419K	0.07%	0	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	5,832	$419K	0.04%	-572	13F-HR/A Timeline
PFC CAPITAL GROUP, INC.	5,826	$418K	0.21%	+276	13F-HR Timeline
Abacus Planning Group, Inc.	5,787	$415K	0.07%	+713	13F-HR Timeline
Indiana Trust & Investment Management Co	5,780	$415K	0.15%	0	13F-HR Timeline
NOVEM GROUP	5,768	$414K	0.06%	+2,692	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	5,754	$413K	0.02%	-177	13F-HR Timeline
Peak Planning Group, LLC	5,744	$412K	0.17%	+202	13F-HR Timeline
Mezzasalma Advisors, LLC	5,743	$412K	0.14%	-64	13F-HR Timeline
Gallagher Capital Advisors, LLC	5,733	$412K	0.31%	-21	13F-HR Timeline
Aprio Wealth Management, LLC	5,728	$411K	0.05%	+990	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	5,722	$411K	0.19%	+175	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	5,704	$409K	0.08%	+692	13F-HR Timeline
SECURITY NATIONAL BANK OF SO DAK	5,699	$409K	0.23%	+342	13F-HR Timeline
Ballast, Inc.	5,690	$408K	0.12%	0	13F-HR Timeline
Hidden Cove Wealth Management, LLC	5,685	$408K	0.32%	+131	13F-HR Timeline
SECURED RETIREMENT ADVISORS, LLC	5,685	$408K	0.26%	new	13F-HR Timeline
Leonard Rickey Investment Advisors P.L.…	6,452	$407K	0.09%	+426	13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	5,652	$406K	0.12%	+5	13F-HR Timeline
Bradyco, Inc.	5,630	$404K	0.31%	-62	13F-HR Timeline
Strategic Blueprint, LLC	5,628	$404K	0.02%	+162	13F-HR Timeline
Duncan Williams Asset Management, LLC	5,621	$403K	0.15%	-93	13F-HR Timeline
KWB Wealth	5,736	$403K	0.05%	-2,654	13F-HR Timeline
New Republic Capital, LLC	5,598	$402K	0.17%	+349	13F-HR Timeline
BIP Wealth, LLC	5,566	$400K	0.03%	+116	13F-HR Timeline
Accretive Wealth Partners, LLC	5,430	$399K	0.14%	new	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	5,557	$399K	0.3%	+195	13F-HR Timeline
Pines Wealth Management, LLC	6,426	$399K	0.18%	-338	13F-HR Timeline
AMERIFLEX GROUP, INC.	5,556	$399K	0.16%	-294	13F-HR Timeline
Wealth Management Associates, Inc.	5,532	$397K	0.17%	+60	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	5,530	$397K	0.24%	0	13F-HR Timeline
Summit X, LLC	5,528	$397K	0.08%	+1,570	13F-HR Timeline
Jacobsen Capital Management	5,504	$395K	0.17%	+84	13F-HR Timeline
Bedell Frazier Investment Counselling, …	5,504	$395K	0.1%	-60	13F-HR Timeline
Regent Peak Wealth Advisors LLC	5,502	$395K	0.09%	+103	13F-HR Timeline
Narwhal Capital Management	5,492	$394K	0.04%	-18	13F-HR Timeline
Arcataur Capital Management LLC	5,484	$394K	0.13%	-370	13F-HR Timeline
Bristlecone Advisors, LLC	5,464	$392K	0.03%	-965	13F-HR Timeline
TOUNJIAN ADVISORY PARTNERS, LLC	5,458	$392K	0.07%		13F-HR Timeline
Bank Julius Baer & Co. Ltd, Zurich	5,458	$392K	<0.01%	-898	13F-HR/A Timeline
Howard Capital Management Group, LLC	5,450	$391K	0.03%	0	13F-HR Timeline
Visionary Wealth Advisors	5,444	$391K	0.02%	-149	13F-HR Timeline
Detalus Advisors, LLC	5,435	$390K	0.12%	+35	13F-HR Timeline
AlTi Global, Inc.in group AlTi Global, Inc.	5,432	$390K	0.01%	+172	13F-HR Timeline Group
Roberts Financial Services LLC	5,425	$389K	0.08%	-421	13F-HR Timeline
J.Safra Asset Management Corp	5,423	$389K	0.03%	-1,302	13F-HR/A Timeline
FIRST FINANCIAL CORP /IN/	5,391	$387K	0.19%	-418	13F-HR Timeline
Warwick Investment Management, Inc.	5,368	$385K	0.08%	+263	13F-HR Timeline
SMITH, MOORE & CO.	5,351	$384K	0.04%	+105	13F-HR Timeline
GK Wealth Management LLC	5,345	$384K	0.48%	+1,191	13F-HR/A Timeline
BlackDiamond Wealth Management, LLC	5,294	$384K	0.26%	+290	13F-HR Timeline
CenterBook Partners LP	5,321	$382K	0.02%	-889	13F-HR Timeline
Register Financial Advisors LLC	5,314	$381K	0.2%	+78	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	5,310	$381K	0.16%	+45	13F-HR Timeline
Constitution Capital LLC	5,300	$380K	0.21%	0	13F-HR Timeline
Millennium Capital Advisors, LLC	5,300	$380K	0.28%	+50	13F-HR Timeline
Mirador Capital Partners LP	5,292	$380K	0.07%	+181	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	5,282	$379K	0.23%	0	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	5,281	$379K	0.43%	+112	13F-HR Timeline
Moloney Securities Asset Management, LLC	5,266	$378K	0.05%	+843	13F-HR Timeline
Smithfield Trust Co	5,254	$378K	0.02%	-300	13F-HR Timeline
First Command Advisory Services, Inc.	5,251	$377K	<0.01%	+333	13F-HR Timeline
Americana Partners, LLC	5,249	$377K	0.01%	-70,542	13F-HR Timeline
Washington Trust Advisors, Inc.	5,212	$374K	0.03%	-1,775	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	5,206	$374K	0.02%	+98	13F-HR Timeline
Northeast Financial Consultants Inc	5,186	$372K	0.02%	0	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	5,176	$372K	0.08%	-108	13F-HR Timeline
Blueshift Asset Management, LLC	5,169	$371K	0.15%	new	13F-HR Timeline
RAELIPSKIE PARTNERSHIP	5,165	$371K	0.19%	0	13F-HR Timeline
BYRNE FINANCIAL FREEDOM, LLC	5,160	$370K	0.21%	-2	13F-HR Timeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	5,157	$370K	0.38%	-300	13F-HR Timeline
BEACH INVESTMENT COUNSEL INC/PA	5,158	$370K	0.05%	-75	13F-HR Timeline
Salomon & Ludwin, LLC	5,149	$370K	0.04%	0	13F-HR Timeline
SIERRA SUMMIT ADVISORS LLC	5,148	$370K	0.08%	-120	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	5,139	$369K	0.05%	-226	13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	5,134	$369K	0.02%	-284	13F-HR Timeline
Ellevest, Inc.	5,131	$368K	0.02%	+2	13F-HR Timeline
Financial Advocates Investment Manageme…	5,124	$368K	0.03%	-1,174	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	5,117	$367K	0.09%	0	13F-HR Timeline
Mokosak Advisory Group, LLC	5,117	$367K	0.11%	+24	13F-HR Timeline
Great Waters Wealth Management	5,116	$367K	0.05%	-1,809	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	5,108	$367K	0.09%	0	13F-HR Timeline
VSM Wealth Advisory, LLC	5,108	$367K	0.13%	-1,000	13F-HR Timeline
Burt Wealth Advisors	5,101	$366K	0.09%	0	13F-HR Timeline
First Heartland Consultants, Inc.	5,092	$366K	0.04%	+1,270	13F-HR Timeline
Birch Hill Investment Advisors LLC	5,079	$365K	0.02%	-53	13F-HR Timeline
Golden State Wealth Management, LLC	5,075	$364K	0.05%	-97	13F-HR/A Timeline
FourThought Financial Partners, LLC	5,074	$364K	0.04%	-258	13F-HR Timeline
FORTE CAPITAL LLC /ADV	5,074	$364K	0.04%	+499	13F-HR Timeline
EWA, LLC	5,054	$363K	0.13%	+608	13F-HR Timeline
Advanced Portfolio Management, LLC	5,046	$362K	0.73%	new	13F-HR Timeline