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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 2,140 | $2.51M | 0.00% | −147−6.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,156 | $2.53M | 0.01% | −109−4.8% | Reduced |
| Calamos Advisors LLC | 2,158 | $2.53M | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,271 | $2.67M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,467 | $2.90M | 0.01% | −12−0.5% | Reduced |
| Keystone Financial Group | 2,767 | $3.14M | 0.28% | +140+5.3% | Added |
| Whalerock Point Partners, LLC | 2,725 | $3.20M | 0.69% | −35−1.3% | Reduced |
| Seven Springs Wealth Group, LLC | 2,776 | $3.26M | 0.81% | +331+13.5% | Added |
| American Century Companies Inc | 2,908 | $3.42M | 0.00% | −83−2.8% | Reduced |
| Envestnet Asset Management Inc | 3,003 | $3.53M | 0.00% | −34−1.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,019 | $3.54M | 0.19% | +30+1.0% | Added |
| AEGON USA Investment Management, LLC | – | $3.59M | 2.69% | – | – |
| Edgemoor Investment Advisors, Inc. | 3,120 | $3.66M | 0.32% | −105−3.3% | Reduced |
| Laffer Tengler Investments | 3,300 | $3.83M | 0.68% | −90−2.7% | Reduced |
| Goldman Sachs Group Inc | 3,280 | $3.85M | 0.00% | −5−0.2% | Reduced |
| LM Advisors LLC | 3,442 | $4.04M | 0.52% | −25−0.7% | Reduced |
| Spectrum Asset Management, Inc. | 3,487 | $4.09M | 6.25% | −45−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,550 | $4.17M | 0.01% | +328+10.2% | Added |
| Russell Investments Group, Ltd. | 3,639,000 | $4.27M | 0.01% | +250,000+7.4% | Added |
| Mariner, LLC | 3,701 | $4.35M | 0.01% | −340−8.4% | Reduced |
| HSBC Holdings PLC | 4,000 | $4.70M | 0.00% | +3,808+1,983.3% | Added |
| Norris Perne & French LLP | 4,279 | $5.02M | 0.35% | −425−9.0% | Reduced |
| Phraction Management LLC | 4,665 | $5.48M | 1.75% | −24−0.5% | Reduced |
| Hudson Capital Management LLC | 4,678 | $5.49M | 1.56% | −10.0% | Reduced |
| Wells Fargo & Company | 4,785 | $5.62M | 0.00% | −106−2.2% | Reduced |
| Western Asset Management Company, LLC | 4,965 | $5.83M | 7.64% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,270 | $6.19M | 0.01% | +135+2.6% | Added |
| Commonwealth Equity Services, LLC | 5,329 | $6.26M | 0.01% | −81−1.5% | Reduced |
| Knightsbridge Asset Management, LLC | 5,796 | $6.81M | 1.50% | +340+6.2% | Added |
| Wellington Management Group LLP | 5,860 | $6.84M | 0.00% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 6,000 | $7.04M | 12.45% | 00.0% | Unchanged |
| Conning Inc. | 6,065 | $7.09M | 0.24% | 00.0% | Unchanged |
| Citigroup Inc | 6,462 | $7.59M | 0.01% | −97−1.5% | Reduced |
| LPL Financial LLC | 6,854 | $8.05M | 0.00% | +94+1.4% | Added |
| Ulland Investment Advisors, LLC | 7,212 | $8.47M | 6.47% | +3,812+112.1% | Added |
| First Manhattan Co | 7,395 | $8.68M | 0.02% | −290−3.8% | Reduced |
| UBS Group AG | 7,488 | $8.79M | 0.00% | +109+1.5% | Added |
| Lord, Abbett & Co. LLC | – | $8.92M | 0.03% | – | – |
| Stifel Financial Corp | 7,878 | $9.25M | 0.01% | +287+3.8% | Added |
| Crawford Investment Counsel Inc | 7,913 | $9.28M | 0.16% | −64−0.8% | Reduced |
| RB Capital Management, LLC | 8,119 | $9.53M | 2.16% | +64+0.8% | Added |
| Rational Advisors LLC | 8,200 | $9.63M | 0.95% | +400+5.1% | Added |
| Raymond James Financial Inc | 8,464 | $9.94M | 0.00% | +65+0.8% | Added |
| Stratos Wealth Partners, LTD. | 8,568 | $10.1M | 0.14% | −144−1.7% | Reduced |
| Alliancebernstein L.P. | 8,597 | $10.1M | 0.00% | −400−4.4% | Reduced |
| Palisade Capital Management LLC | 8,826 | $10.3M | 0.29% | −444−4.8% | Reduced |
| Cohen & Steers, Inc. | 9,386 | $11.0M | 0.02% | −7,463−44.3% | Reduced |
| Kestra Advisory Services, LLC | 10,114 | $11.9M | 0.06% | +174+1.8% | Added |
| KCM Investment Advisors LLC | 11,637 | $13.7M | 0.46% | −12−0.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 12,230 | $14.4M | 1.24% | −199−1.6% | Reduced |
| New England Asset Management Inc | 13,275 | $15.6M | 2.43% | 00.0% | Unchanged |
| Mackay Shields LLC | 15,779 | $18.6M | 0.59% | −12,340−43.9% | Reduced |
| Royal Bank of Canada | – | $18.6M | 0.00% | – | – |
| Ssi Investment Management LLC | 18,091 | $21.2M | 1.50% | −567−3.0% | Reduced |
| Colony Group, LLC | 18,247 | $21.4M | 0.05% | +49+0.3% | Added |
| New York State Common Retirement Fund | 19,114 | $22.4M | 0.03% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 20,691 | $24.3M | 0.05% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 21,652 | $25.4M | 4.73% | +400+1.9% | Added |
| Thrivent Financial for Lutherans | – | $32.2M | 0.07% | – | – |
| Bank of America Corp | 30,747 | $36.1M | 0.00% | −202−0.7% | Reduced |
| Camden Asset Management L P | 31,256 | $36.7M | 0.86% | +28,942+1,250.7% | Added |
| Morgan Stanley | 46,325 | $54.4M | 0.00% | +1,556+3.5% | Added |
| Nuveen, LLC | 46,433 | $54.5M | 0.02% | −104−0.2% | Reduced |
| FMR LLC | 48,149 | $56.5M | 0.00% | +3,699+8.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 49,708 | $58.4M | 0.11% | −32,060−39.2% | Reduced |
| State Street Corp | 52,814 | $61.7M | 0.00% | −5,000−8.6% | Reduced |
| Allianz Asset Management GmbH | 53,940 | $63.3M | 0.08% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 59,563 | $70.1M | 0.06% | −2,319−3.7% | Reduced |
| Invesco Ltd. | 61,690 | $72.4M | 0.01% | −1,600−2.5% | Reduced |
| Stonebridge Advisors LLC | 63,199 | $74.2M | 48.85% | −1,933−3.0% | Reduced |
| Victory Capital Management Inc | 71,678 | $84.2M | 0.05% | −409−0.6% | Reduced |
| First Trust Advisors LP | 158,755 | $186.4M | 0.15% | 00.0% | Unchanged |
| Advent Capital Management | 180,009 | $210.8M | 4.63% | +289+0.2% | Added |
| BlackRock, Inc. | 288,411 | $338.6M | 0.01% | −4,558−1.6% | Reduced |
| Voya Investment Management LLC | 580,698 | $681.8M | 0.68% | −9,400−1.6% | Reduced |
| Amundi | 0 | $0 | 0.00% | −4,799−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,252−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,558−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −1,204−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Abound Financial, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Coordinated Financial Services, Inc. | – | – | – | – | Not filed |
| Marcum Wealth, LLC | – | – | – | – | Not filed |
| Montecito Bank & Trust | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |