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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 218 | $256.1K | 0.01% | +3+1.4% | Added |
| Private Trust Co NA | 217 | $255.1K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 210 | $246.6K | 0.07% | +210 | New |
| Equitable Holdings, Inc. | 208 | $244.2K | 0.00% | +22+11.8% | Added |
| Avantax Advisory Services, Inc. | 206 | $241.9K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 206 | $241.9K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 200 | $234.8K | 0.01% | 00.0% | Unchanged |
| CNH Partners LLC | 190 | $223.7K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 190 | $223.1K | 0.12% | +50+35.7% | Added |
| RSM US Wealth Management LLC | 189 | $221.9K | 0.00% | +1+0.5% | Added |
| Inkwell Capital LLC | 185 | $217.2K | 0.23% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 185 | $217.2K | 0.06% | +185 | New |
| Steward Partners Investment Advisory, LLC | 181 | $212.5K | 0.00% | +15+9.0% | Added |
| Oppenheimer Asset Management Inc. | 181 | $212.5K | 0.00% | +2+1.1% | Added |
| Financial Advocates Investment Management | 178 | $208.5K | 0.02% | +1+0.6% | Added |
| Wolverine Asset Management LLC | 173 | $201.6K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 169 | $198.7K | 0.00% | −3−1.7% | Reduced |
| Riverview Trust Co | 167 | $196.1K | 0.24% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 160 | $187.9K | 0.03% | +160 | New |
| AlphaCore Capital LLC | 150 | $176.1K | 0.01% | −51−25.4% | Reduced |
| Brown Brothers Harriman & Co | 150 | $176.1K | 0.00% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 115 | $134.5K | 0.20% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 100 | $117.4K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 98 | $115.1K | 0.00% | −5−4.9% | Reduced |
| Millennium Management LLC | 96,000 | $111.5K | 0.00% | +96,000 | New |
| GWM Advisors LLC | 93 | $109.2K | 0.00% | +3+3.3% | Added |
| Golden State Wealth Management, LLC | 91 | $106.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 90 | $105.7K | 0.01% | −95−51.4% | Reduced |
| IMA Wealth, Inc. | 85 | $99.8K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $77.4K | 0.05% | – | – |
| Fifth Third Bancorp | 60 | $70.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $68.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $64.6K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 48 | $56.4K | 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 |
| Logan Capital Management Inc | 44 | $51.5K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 40 | $47.0K | 0.03% | −25−38.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 40 | $46.4K | 0.01% | +1+2.6% | Added |
| Colonial Trust Advisors | 33 | $38.7K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 32 | $37.9K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 28 | $32.0K | 0.00% | −4−12.5% | Reduced |
| Albion Financial Group | 25 | $29.4K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 25 | $29.4K | 0.00% | +25 | New |
| Grove Bank & Trust | 25 | $29.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $28.8K | 0.00% | +1+4.2% | Added |
| 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 |
| Deutsche Bank AG | 19 | $22.3K | 0.00% | +19 | New |
| Mount Yale Investment Advisors, LLC | 13 | $15.3K | 0.00% | +13 | New |
| AE Wealth Management LLC | 12 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $12.5K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10 | $11.7K | 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 |
| Financial Advisory Service, Inc. | 9 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $9.39K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $8.22K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $7.04K | 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 |
| Asset Dedication, LLC | 3 | $3.52K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $3.52K | 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 |
| 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 |
| Huntington National Bank | 1 | $1.17K | 0.00% | −2−66.7% | Reduced |
| Lazard Asset Management LLC | 145 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |