Wells Fargo & Company
WFC.PL- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Wells Fargo & Company as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 275
- +12 vs. Q1 2025
- Shares held
- 6.04M
- +213.3K (+3.7%) vs. Q1 2025
- Total value
- $2.78B
- −$121.7M (−4.2%) vs. Q1 2025
- New holders
- 25
- 60 more added
- Sold out
- 13
- 81 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC.PL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 145 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $1.17K | 0.00% | −2−66.7% | Reduced |
| Spire Wealth Management | 2 | $2.35K | 0.00% | −13−86.7% | Reduced |
| Rothschild Investment LLC | 2 | $2.35K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $2.35K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3 | $3.52K | 0.00% | −50−94.3% | Reduced |
| Mascoma Wealth Management LLC | 3 | $3.52K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3 | $3.52K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3 | $3.52K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $3.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $5.87K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5 | $5.87K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 5 | $5.87K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $7.04K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $8.22K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $9.39K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 9 | $10.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $11.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $11.7K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 10 | $11.7K | 0.00% | +10 | New |
| Glenmede Investment Management, LP | 10 | $11.7K | 0.00% | +10 | New |
| Howe & Rusling Inc | 10 | $11.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $12.5K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12 | $14.1K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 13 | $15.3K | 0.00% | +13 | New |
| Deutsche Bank AG | 19 | $22.3K | 0.00% | +19 | New |
| Capital Investment Advisory Services, LLC | 20 | $23.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $23.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $28.8K | 0.00% | +1+4.2% | Added |
| Grove Bank & Trust | 25 | $29.4K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $29.4K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 25 | $29.4K | 0.00% | +25 | New |
| NBC Securities, Inc. | 28 | $32.0K | 0.00% | −4−12.5% | Reduced |
| Union Savings Bank | 32 | $37.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 33 | $38.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $46.4K | 0.01% | +1+2.6% | Added |
| Park Square Financial Group, LLC | 40 | $47.0K | 0.03% | −25−38.5% | Reduced |
| Logan Capital Management Inc | 44 | $51.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 45 | $52.8K | 0.00% | −15−25.0% | Reduced |
| Principal Securities, Inc. | 45 | $52.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 45 | $52.8K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 48 | $56.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $64.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $68.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 60 | $70.4K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $77.4K | 0.05% | – | – |
| IMA Wealth, Inc. | 85 | $99.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 90 | $105.7K | 0.01% | −95−51.4% | Reduced |
| Golden State Wealth Management, LLC | 91 | $106.8K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 93 | $109.2K | 0.00% | +3+3.3% | Added |
| Millennium Management LLC | 96,000 | $111.5K | 0.00% | +96,000 | New |
| Federation des caisses Desjardins du Quebec | 98 | $115.1K | 0.00% | −5−4.9% | Reduced |
| Powell Investment Advisors, LLC | 100 | $117.4K | 0.04% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 115 | $134.5K | 0.20% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 150 | $176.1K | 0.01% | −51−25.4% | Reduced |
| Brown Brothers Harriman & Co | 150 | $176.1K | 0.00% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 160 | $187.9K | 0.03% | +160 | New |
| Riverview Trust Co | 167 | $196.1K | 0.24% | 00.0% | Unchanged |
| Bank of Montreal | 169 | $198.7K | 0.00% | −3−1.7% | Reduced |
| Wolverine Asset Management LLC | 173 | $201.6K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 178 | $208.5K | 0.02% | +1+0.6% | Added |
| Oppenheimer Asset Management Inc. | 181 | $212.5K | 0.00% | +2+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 181 | $212.5K | 0.00% | +15+9.0% | Added |
| Inkwell Capital LLC | 185 | $217.2K | 0.23% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 185 | $217.2K | 0.06% | +185 | New |
| RSM US Wealth Management LLC | 189 | $221.9K | 0.00% | +1+0.5% | Added |
| Global Trust Asset Management, LLC | 190 | $223.1K | 0.12% | +50+35.7% | Added |
| CNH Partners LLC | 190 | $223.7K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 200 | $234.8K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 206 | $241.9K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 206 | $241.9K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 208 | $244.2K | 0.00% | +22+11.8% | Added |
| RDA Financial Network | 210 | $246.6K | 0.07% | +210 | New |
| Private Trust Co NA | 217 | $255.1K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 218 | $256.1K | 0.01% | +3+1.4% | Added |
| Zazove Associates LLC | 220 | $257.7K | 0.02% | +220 | New |
| First County Bank | 225 | $264.0K | 0.14% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 225 | $264.2K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 229 | $268.9K | 0.01% | +24+11.7% | Added |
| Valeo Financial Advisors, LLC | 230 | $270.1K | 0.01% | −81,491−99.7% | Reduced |
| Crew Capital Management, Ltd. | 235 | $275.9K | 0.20% | 00.0% | Unchanged |
| Bailard, Inc. | 235 | $275.9K | 0.01% | +235 | New |
| The PNC Financial Services Group, Inc. | 246 | $288.8K | 0.00% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 250 | $293.5K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 250 | $293.5K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $293.5K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 255 | $299.4K | 0.00% | +255 | New |
| Michael B. Yongue | 259 | $304.1K | 0.23% | +259 | New |
| ELCO Management Co., LLC | 262 | $307.6K | 0.16% | +95+56.9% | Added |
| SCS Capital Management LLC | 265 | $311.1K | 0.00% | +20+8.2% | Added |
| Catalytic Wealth RIA, LLC | 272 | $319.4K | 0.03% | +272 | New |
| PFG Investments, LLC | 275 | $322.9K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 285 | $334.6K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 286 | $335.6K | 0.01% | +21+7.9% | Added |
| Kovack Advisors, Inc. | 291 | $341.7K | 0.03% | +42+16.9% | Added |
| Newman Dignan & Sheerar, Inc. | 294 | $345.2K | 0.08% | +3+1.0% | Added |
| Thrive Wealth Management, LLC | 299 | $351.1K | 0.06% | +299 | New |
| WoodTrust Financial Corp | 300 | $352.0K | 0.05% | +300 | New |
| UBS Asset Management Americas Inc | 300 | $352.2K | 0.00% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 301 | $353.4K | 0.14% | 00.0% | Unchanged |