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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 1,088 | $1.28M | 0.03% | +28+2.6% | Added |
| Marathon Capital Management | 1,047 | $1.23M | 0.31% | −95−8.3% | Reduced |
| Schnieders Capital Management LLC | 1,033 | $1.21M | 0.21% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,039 | $1.20M | 0.00% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,011 | $1.19M | 0.25% | −90−8.2% | Reduced |
| Graypoint LLC | 997 | $1.17M | 0.07% | −77−7.2% | Reduced |
| Ameriprise Financial Inc | 991 | $1.16M | 0.00% | −7−0.7% | Reduced |
| D.A. Davidson & Co. | 986 | $1.16M | 0.01% | −23−2.3% | Reduced |
| LexAurum Advisors, LLC | 970 | $1.14M | 0.18% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 940 | $1.10M | 0.42% | +505+116.1% | Added |
| Sanctuary Advisors, LLC | 937 | $1.10M | 0.01% | +5+0.5% | Added |
| StoneX Group Inc. | 914 | $1.07M | 0.05% | −2−0.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 887 | $1.04M | 0.27% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 885 | $1.04M | 0.18% | −1−0.1% | Reduced |
| Cove Private Wealth, LLC | 884 | $1.04M | 0.37% | −285−24.4% | Reduced |
| First Foundation Advisors | 860 | $1.01M | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 849 | $996.8K | 0.02% | −110−11.5% | Reduced |
| Central Pacific Bank - Trust Division | 843 | $989.8K | 0.13% | 00.0% | Unchanged |
| Verition Fund Management LLC | – | $986.4K | 0.01% | – | New |
| Momentum Wealth Planning, LLC | 823 | $966.3K | 0.82% | +823 | New |
| US Bancorp | 810 | $951.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 800 | $939.3K | 0.00% | +458+133.9% | Added |
| MeadowBrook Investment Advisors LLC | 780 | $915.8K | 0.85% | −4−0.5% | Reduced |
| Farther Finance Advisors, LLC | 776 | $911.1K | 0.02% | +504+185.3% | Added |
| Sequoia Financial Advisors, LLC | 754 | $885.3K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 741 | $870.0K | 0.77% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 708 | $838.9K | 0.02% | −94−11.7% | Reduced |
| HighTower Advisors, LLC | 696 | $817.2K | 0.00% | −263−27.4% | Reduced |
| Van Hulzen Asset Management, LLC | 681 | $799.5K | 0.07% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 662 | $797.7K | 0.01% | −21−3.1% | Reduced |
| BOS Asset Management, LLC | 658 | $772.6K | 0.25% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 654 | $767.7K | 0.53% | +654 | New |
| Captrust Financial Advisors | 653 | $766.7K | 0.00% | +351+116.2% | Added |
| Aristotle Capital Management, LLC | 650 | $763.2K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 649 | $762.0K | 0.01% | −685−51.3% | Reduced |
| Pennsylvania Capital Management Inc | 645 | $757.3K | 0.24% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 642 | $753.8K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 637 | $747.9K | 0.21% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 635 | $745.6K | 0.48% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 618 | $725.6K | 0.01% | +61+11.0% | Added |
| Bowman & Co S.C. | 609 | $715.8K | 0.32% | +4+0.7% | Added |
| Scotia Capital Inc. | 607 | $712.7K | 0.00% | +18+3.1% | Added |
| International Assets Investment Management, LLC | 598 | $702.1K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 577 | $677.5K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 558 | $655.0K | 0.02% | +12+2.2% | Added |
| CWM, LLC | 548 | $644.0K | 0.00% | +482+730.3% | Added |
| Whittier Trust Co of Nevada Inc | 544 | $638.7K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 519 | $609.6K | 0.22% | +8+1.6% | Added |
| Jane Street Group, LLC | 516 | $605.9K | 0.00% | −970−65.3% | Reduced |
| Pathway Financial Advisers, LLC | 514 | $603.5K | 0.20% | +8+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 496 | $582.4K | 0.00% | +459+1,240.5% | Added |
| Wambolt & Associates, LLC | 480 | $564.1K | 0.19% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 476 | $559.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 474 | $556.8K | 0.00% | +20+4.4% | Added |
| Congress Wealth Management LLC | 469 | $550.7K | 0.01% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 465 | $546.0K | 0.10% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $521.3K | 0.31% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 440 | $516.6K | 0.04% | +440 | New |
| Pekin Hardy Strauss, Inc. | 439 | $515.4K | 0.06% | 00.0% | Unchanged |
| F/M Investments LLC | 417 | $486.8K | 0.02% | −8−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 412 | $483.7K | 0.01% | −20−4.6% | Reduced |
| Creative Planning | 389 | $456.2K | 0.00% | +71+22.3% | Added |
| Stratos Wealth Advisors, LLC | 385 | $452.2K | 0.02% | +100+35.1% | Added |
| Black Swift Group, LLC | 370 | $434.4K | 0.09% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 366 | $429.9K | 0.05% | −6,814−94.9% | Reduced |
| Comerica Bank | 362 | $424.8K | 0.00% | −47−11.5% | Reduced |
| Income Research & Management | 358 | $420.0K | 0.11% | +358 | New |
| Allworth Financial LP | 356 | $418.0K | 0.00% | −10−2.7% | Reduced |
| Jones Financial Companies LLLP | 349 | $404.9K | 0.00% | +95+37.4% | Added |
| WFA of San Diego, LLC | 340 | $399.2K | 0.29% | +340 | New |
| HRT Financial LP | 337 | $395.0K | 0.00% | +337 | New |
| Dorsey & Whitney Trust CO LLC | 319 | $374.5K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 314 | $368.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 314 | $368.7K | 0.00% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 303 | $355.8K | 0.19% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 301 | $353.4K | 0.14% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 300 | $352.2K | 0.00% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 300 | $352.0K | 0.05% | +300 | New |
| Thrive Wealth Management, LLC | 299 | $351.1K | 0.06% | +299 | New |
| Newman Dignan & Sheerar, Inc. | 294 | $345.2K | 0.08% | +3+1.0% | Added |
| Kovack Advisors, Inc. | 291 | $341.7K | 0.03% | +42+16.9% | Added |
| Independent Advisor Alliance | 286 | $335.6K | 0.01% | +21+7.9% | Added |
| Smith, Moore & Co. | 285 | $334.6K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 275 | $322.9K | 0.02% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 272 | $319.4K | 0.03% | +272 | New |
| SCS Capital Management LLC | 265 | $311.1K | 0.00% | +20+8.2% | Added |
| ELCO Management Co., LLC | 262 | $307.6K | 0.16% | +95+56.9% | Added |
| Michael B. Yongue | 259 | $304.1K | 0.23% | +259 | New |
| Susquehanna International Group, LLP | 255 | $299.4K | 0.00% | +255 | New |
| 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 |
| The PNC Financial Services Group, Inc. | 246 | $288.8K | 0.00% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 235 | $275.9K | 0.20% | 00.0% | Unchanged |
| Bailard, Inc. | 235 | $275.9K | 0.01% | +235 | New |
| Valeo Financial Advisors, LLC | 230 | $270.1K | 0.01% | −81,491−99.7% | Reduced |
| Belpointe Asset Management LLC | 229 | $268.9K | 0.01% | +24+11.7% | Added |
| Sax Wealth Advisors, LLC | 225 | $264.2K | 0.02% | 00.0% | Unchanged |
| First County Bank | 225 | $264.0K | 0.14% | 00.0% | Unchanged |
| Zazove Associates LLC | 220 | $257.7K | 0.02% | +220 | New |