Filed: 5/13/2025ACC: 0000072971-25-000149
📋 What this filing means
WELLS FARGO & COMPANY/MN filed this quarterly 13F‑HR report disclosing 6570 equity positions with a total reported market value of $440.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6570
Positions
$440.26B
Total AUM (reported)
5.53B
Total Shares
Allocation by class
COM$203.05B46.1%
CL A$13.32B3.0%
TR UNIT$11.31B2.6%
CORE S&P500 ETF$9.98B2.3%
UNIT SER 1$8.49B1.9%
CORE S&P TTL STK$7.15B1.6%
RUSSELL 2000 ETF$7.01B1.6%
Portfolio Concentration
Top 3$37.44B8.5%
4–10$52.17B11.9%
11–25$56.63B12.9%
Rest$294.02B66.8%
Top 3 weight
8.5%
Top 10 weight
20.4%
Voting Authority Distribution
Total shares with voting rights: 5.53B
Sole
Full voting authority
1.56B
shares
% of voting shares28.2%
Shared
Joint voting authority
466.27K
shares
% of voting shares0.0%
None
No voting authority
3.97B
shares
% of voting shares71.8%
Investment Discretion (by position count)
Sole0
Shared0
Other6570
Dominant voting typeNone · 71.8% of voting shares
Institutional Holdings6570
Rows:
APPLE INC
DFNDShares61.57M
TypeSH
Market value$13.68B
3.11%
Sole
16.36M
Shared
19.22K
None
45.20M
MICROSOFT CORP
DFNDShares33.29M
TypeSH
Market value$12.50B
2.84%
Sole
7M
Shared
8.23K
None
26.28M
SPDR S&P 500 ETF TR
DFNDShares20.14M
TypeSH
Market value$11.27B
2.56%
Sole
10.55M
Shared
0.00
None
9.59M
ISHARES TR
DFNDShares17.76M
TypeSH
Market value$9.98B
2.27%
Sole
1.57K
Shared
0.00
None
17.76M
INVESCO QQQ TR
DFNDShares18.12M
TypeSH
Market value$8.49B
1.93%
Sole
12.43M
Shared
0.00
None
5.68M
NVIDIA CORPORATION
DFNDShares68.70M
TypeSH
Market value$7.45B
1.69%
Sole
26.95M
Shared
3.99K
None
41.74M
ISHARES TR
DFNDShares58.59M
TypeSH
Market value$7.15B
1.62%
Sole
26.00
Shared
0.00
None
58.59M
ISHARES TR
DFNDShares35.12M
TypeSH
Market value$7.01B
1.59%
Sole
23.12M
Shared
0.00
None
12M
VANGUARD INDEX FDS
DFNDShares23.96M
TypeSH
Market value$6.20B
1.41%
Sole
21.00
Shared
0.00
None
23.96M
JPMORGAN CHASE & CO.
DFNDShares24.07M
TypeSH
Market value$5.90B
1.34%
Sole
4.09M
Shared
9.05K
None
19.97M
AMAZON COM INC
DFNDShares30.94M
TypeSH
Market value$5.89B
1.34%
Sole
6.45M
Shared
7.22K
None
24.48M
ISHARES TR
DFNDShares71.65M
TypeSH
Market value$5.42B
1.23%
Sole
16.00
Shared
0.00
None
71.65M
ISHARES TR
DFNDShares53.91M
TypeSH
Market value$5.33B
1.21%
Sole
727.12K
Shared
0.00
None
53.19M
META PLATFORMS INC
DFNDShares7.69M
TypeSH
Market value$4.43B
1.01%
Sole
1.69M
Shared
746.00
None
6M
BROADCOM INC
DFNDShares24.18M
TypeSH
Market value$4.05B
0.92%
Sole
5.46M
Shared
4K
None
18.72M
UNITEDHEALTH GROUP INC
DFNDShares6.44M
TypeSH
Market value$3.37B
0.77%
Sole
1.49M
Shared
829.00
None
4.94M
VANGUARD TAX-MANAGED FDS
DFNDShares65.32M
TypeSH
Market value$3.32B
0.75%
Sole
22.00
Shared
0.00
None
65.32M
GOLDMAN SACHS ETF TR
DFNDShares29.93M
TypeSH
Market value$3.29B
0.75%
Sole
27.00
Shared
0.00
None
29.93M
ISHARES TR
DFNDShares38.27M
TypeSH
Market value$3.26B
0.74%
Sole
3.00
Shared
0.00
None
38.27M
ALPHABET INC
DFNDShares20.07M
TypeSH
Market value$3.14B
0.71%
Sole
9.50M
Shared
5.93K
None
10.56M
CHEVRON CORP NEW
DFNDShares18.65M
TypeSH
Market value$3.12B
0.71%
Sole
2.06M
Shared
5.57K
None
16.58M
JOHNSON & JOHNSON
DFNDShares18.32M
TypeSH
Market value$3.04B
0.69%
Sole
2.60M
Shared
9.67K
None
15.71M
ALPHABET INC
DFNDShares19.42M
TypeSH
Market value$3.00B
0.68%
Sole
2.64M
Shared
5.29K
None
16.77M
ELI LILLY & CO
DFNDShares3.62M
TypeSH
Market value$2.99B
0.68%
Sole
1.56M
Shared
1.33K
None
2.06M
COSTCO WHSL CORP NEW
DFNDShares3.15M
TypeSH
Market value$2.98B
0.68%
Sole
280.25K
Shared
1.92K
None
2.87M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 61.57M | SH | $13.68B 3.11% | 16.36M | 19.22K | 45.20M |
MICROSOFT CORPDFND | COM | 33.29M | SH | $12.50B 2.84% | 7M | 8.23K | 26.28M |
SPDR S&P 500 ETF TRDFND | TR UNIT | 20.14M | SH | $11.27B 2.56% | 10.55M | 0.00 | 9.59M |
ISHARES TRDFND | CORE S&P500 ETF | 17.76M | SH | $9.98B 2.27% | 1.57K | 0.00 | 17.76M |
INVESCO QQQ TRDFND | UNIT SER 1 | 18.12M | SH | $8.49B 1.93% | 12.43M | 0.00 | 5.68M |
NVIDIA CORPORATIONDFND | COM | 68.70M | SH | $7.45B 1.69% | 26.95M | 3.99K | 41.74M |
ISHARES TRDFND | CORE S&P TTL STK | 58.59M | SH | $7.15B 1.62% | 26.00 | 0.00 | 58.59M |
ISHARES TRDFND | RUSSELL 2000 ETF | 35.12M | SH | $7.01B 1.59% | 23.12M | 0.00 | 12M |
VANGUARD INDEX FDSDFND | MID CAP ETF | 23.96M | SH | $6.20B 1.41% | 21.00 | 0.00 | 23.96M |
JPMORGAN CHASE & CO.DFND | COM | 24.07M | SH | $5.90B 1.34% | 4.09M | 9.05K | 19.97M |
AMAZON COM INCDFND | COM | 30.94M | SH | $5.89B 1.34% | 6.45M | 7.22K | 24.48M |
ISHARES TRDFND | CORE MSCI EAFE | 71.65M | SH | $5.42B 1.23% | 16.00 | 0.00 | 71.65M |
ISHARES TRDFND | CORE US AGGBD ET | 53.91M | SH | $5.33B 1.21% | 727.12K | 0.00 | 53.19M |
META PLATFORMS INCDFND | CL A | 7.69M | SH | $4.43B 1.01% | 1.69M | 746.00 | 6M |
BROADCOM INCDFND | COM | 24.18M | SH | $4.05B 0.92% | 5.46M | 4K | 18.72M |
UNITEDHEALTH GROUP INCDFND | COM | 6.44M | SH | $3.37B 0.77% | 1.49M | 829.00 | 4.94M |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 65.32M | SH | $3.32B 0.75% | 22.00 | 0.00 | 65.32M |
GOLDMAN SACHS ETF TRDFND | ACTIVEBETA US LG | 29.93M | SH | $3.29B 0.75% | 27.00 | 0.00 | 29.93M |
ISHARES TRDFND | RUS MID CAP ETF | 38.27M | SH | $3.26B 0.74% | 3.00 | 0.00 | 38.27M |
ALPHABET INCDFND | CAP STK CL C | 20.07M | SH | $3.14B 0.71% | 9.50M | 5.93K | 10.56M |
CHEVRON CORP NEWDFND | COM | 18.65M | SH | $3.12B 0.71% | 2.06M | 5.57K | 16.58M |
JOHNSON & JOHNSONDFND | COM | 18.32M | SH | $3.04B 0.69% | 2.60M | 9.67K | 15.71M |
ALPHABET INCDFND | CAP STK CL A | 19.42M | SH | $3.00B 0.68% | 2.64M | 5.29K | 16.77M |
ELI LILLY & CODFND | COM | 3.62M | SH | $2.99B 0.68% | 1.56M | 1.33K | 2.06M |
COSTCO WHSL CORP NEWDFND | COM | 3.15M | SH | $2.98B 0.68% | 280.25K | 1.92K | 2.87M |
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