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 |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 303 | $355.8K | 0.19% | 00.0% | Unchanged |
| Whittier Trust Co | 314 | $368.7K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 314 | $368.7K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 319 | $374.5K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 337 | $395.0K | 0.00% | +337 | New |
| WFA of San Diego, LLC | 340 | $399.2K | 0.29% | +340 | New |
| Jones Financial Companies LLLP | 349 | $404.9K | 0.00% | +95+37.4% | Added |
| Allworth Financial LP | 356 | $418.0K | 0.00% | −10−2.7% | Reduced |
| Income Research & Management | 358 | $420.0K | 0.11% | +358 | New |
| Comerica Bank | 362 | $424.8K | 0.00% | −47−11.5% | Reduced |
| Oxbow Advisors, LLC | 366 | $429.9K | 0.05% | −6,814−94.9% | Reduced |
| Black Swift Group, LLC | 370 | $434.4K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 385 | $452.2K | 0.02% | +100+35.1% | Added |
| Creative Planning | 389 | $456.2K | 0.00% | +71+22.3% | Added |
| Resources Investment Advisors, LLC. | 412 | $483.7K | 0.01% | −20−4.6% | Reduced |
| F/M Investments LLC | 417 | $486.8K | 0.02% | −8−1.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 439 | $515.4K | 0.06% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 440 | $516.6K | 0.04% | +440 | New |
| Marathon Trading Investment Management LLC | 444 | $521.3K | 0.31% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 465 | $546.0K | 0.10% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 469 | $550.7K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 474 | $556.8K | 0.00% | +20+4.4% | Added |
| Ingalls & Snyder LLC | 476 | $559.0K | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 480 | $564.1K | 0.19% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 496 | $582.4K | 0.00% | +459+1,240.5% | Added |
| Pathway Financial Advisers, LLC | 514 | $603.5K | 0.20% | +8+1.6% | Added |
| Jane Street Group, LLC | 516 | $605.9K | 0.00% | −970−65.3% | Reduced |
| Independent Wealth Network Inc. | 519 | $609.6K | 0.22% | +8+1.6% | Added |
| Whittier Trust Co of Nevada Inc | 544 | $638.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 548 | $644.0K | 0.00% | +482+730.3% | Added |
| Wedbush Securities Inc | 558 | $655.0K | 0.02% | +12+2.2% | Added |
| Ieq Capital, LLC | 577 | $677.5K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 598 | $702.1K | 0.06% | 00.0% | Unchanged |
| Scotia Capital Inc. | 607 | $712.7K | 0.00% | +18+3.1% | Added |
| Bowman & Co S.C. | 609 | $715.8K | 0.32% | +4+0.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 618 | $725.6K | 0.01% | +61+11.0% | Added |
| Islay Capital Management, LLC | 635 | $745.6K | 0.48% | 00.0% | Unchanged |
| Searle & Co. | 637 | $747.9K | 0.21% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 642 | $753.8K | 0.03% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 645 | $757.3K | 0.24% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 649 | $762.0K | 0.01% | −685−51.3% | Reduced |
| Aristotle Capital Management, LLC | 650 | $763.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 653 | $766.7K | 0.00% | +351+116.2% | Added |
| Coordinated Financial Services, Inc. | 654 | $767.7K | 0.53% | +654 | New |
| BOS Asset Management, LLC | 658 | $772.6K | 0.25% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 662 | $797.7K | 0.01% | −21−3.1% | Reduced |
| Van Hulzen Asset Management, LLC | 681 | $799.5K | 0.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 696 | $817.2K | 0.00% | −263−27.4% | Reduced |
| Chicago Partners Investment Group LLC | 708 | $838.9K | 0.02% | −94−11.7% | Reduced |
| Seelaus Asset Management LLC | 741 | $870.0K | 0.77% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 754 | $885.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 776 | $911.1K | 0.02% | +504+185.3% | Added |
| MeadowBrook Investment Advisors LLC | 780 | $915.8K | 0.85% | −4−0.5% | Reduced |
| Blair William & Co | 800 | $939.3K | 0.00% | +458+133.9% | Added |
| US Bancorp | 810 | $951.0K | 0.00% | 00.0% | Unchanged |
| Momentum Wealth Planning, LLC | 823 | $966.3K | 0.82% | +823 | New |
| Verition Fund Management LLC | – | $986.4K | 0.01% | – | New |
| Central Pacific Bank - Trust Division | 843 | $989.8K | 0.13% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 849 | $996.8K | 0.02% | −110−11.5% | Reduced |
| First Foundation Advisors | 860 | $1.01M | 0.04% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 884 | $1.04M | 0.37% | −285−24.4% | Reduced |
| Founders Capital Management, LLC | 885 | $1.04M | 0.18% | −1−0.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 887 | $1.04M | 0.27% | 00.0% | Unchanged |
| StoneX Group Inc. | 914 | $1.07M | 0.05% | −2−0.2% | Reduced |
| Sanctuary Advisors, LLC | 937 | $1.10M | 0.01% | +5+0.5% | Added |
| Benson Investment Management Company, Inc. | 940 | $1.10M | 0.42% | +505+116.1% | Added |
| LexAurum Advisors, LLC | 970 | $1.14M | 0.18% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 986 | $1.16M | 0.01% | −23−2.3% | Reduced |
| Ameriprise Financial Inc | 991 | $1.16M | 0.00% | −7−0.7% | Reduced |
| Graypoint LLC | 997 | $1.17M | 0.07% | −77−7.2% | Reduced |
| Apollon Financial, LLC | 1,011 | $1.19M | 0.25% | −90−8.2% | Reduced |
| Schroder Investment Management Group | 1,039 | $1.20M | 0.00% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,033 | $1.21M | 0.21% | 00.0% | Unchanged |
| Marathon Capital Management | 1,047 | $1.23M | 0.31% | −95−8.3% | Reduced |
| Ritholtz Wealth Management | 1,088 | $1.28M | 0.03% | +28+2.6% | Added |
| Asset Allocation & Management Company, LLC | 1,100 | $1.29M | 0.60% | +1,100 | New |
| Paradigm Capital Management, LLC | 1,104 | $1.30M | 1.28% | −205−15.7% | Reduced |
| Icon Advisers Inc | 1,112 | $1.31M | 0.30% | −1,232−52.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,179 | $1.38M | 0.00% | +1,179 | New |
| Bowie Capital Management, LLC | 1,200 | $1.41M | 0.07% | 00.0% | Unchanged |
| SEI Investments Co | 1,216 | $1.43M | 0.00% | −10−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,288 | $1.51M | 0.00% | +11+0.9% | Added |
| Wittenberg Investment Management, Inc. | 1,294 | $1.52M | 0.66% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,356 | $1.60M | 0.00% | +928+216.8% | Added |
| Magnus Financial Group LLC | 1,366 | $1.60M | 0.14% | −43−3.1% | Reduced |
| Truist Financial Corp | 1,406 | $1.65M | 0.00% | −27−1.9% | Reduced |
| JT Stratford LLC | 1,438 | $1.69M | 0.26% | −72−4.8% | Reduced |
| Bryn Mawr Trust Co | 1,537 | $1.80M | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 1,566 | $1.84M | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,648 | $1.93M | 0.00% | +273+19.9% | Added |
| McHugh Group, LLC | 1,654 | $1.94M | 1.30% | 00.0% | Unchanged |
| Agf Management Ltd | 1,700 | $2.00M | 0.01% | −600−26.1% | Reduced |
| CSM Advisors, LLC | 1,750 | $2.06M | 0.06% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,770 | $2.08M | 0.00% | −447−20.2% | Reduced |
| Montag A & Associates Inc | 1,854 | $2.18M | 0.11% | −40−2.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,940 | $2.28M | 0.00% | 00.0% | Unchanged |
| Summitry LLC | 2,022 | $2.37M | 0.11% | −26−1.3% | Reduced |
| RMB Capital Management, LLC | 2,041 | $2.40M | 0.05% | +75+3.8% | Added |
| Neuberger Berman Group LLC | 2,074 | $2.44M | 0.00% | −18−0.9% | Reduced |
| JRM Investment Counsel, LLC | 2,099 | $2.46M | 0.79% | −4,725−69.2% | Reduced |