Wells Fargo & Company
WFC- 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; 2,883 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
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
- 2,634
- +111 vs. Q1 2025
- Shares held
- 2.49B
- −30.9M (−1.2%) vs. Q1 2025
- Total value
- $199.2B
- +$18.7B (+10.4%) vs. Q1 2025
- New holders
- 230
- 1,083 more added
- Sold out
- 119
- 951 more reduced
37 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 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 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
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 |
|---|---|---|---|---|---|
| First National Bank of Hutchinson | 6,029 | $483.0K | 0.30% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 6,048 | $484.6K | 0.35% | +10.0% | Added |
| Western Pacific Wealth Management, LP | 6,050 | $484.7K | 0.46% | −576−8.7% | Reduced |
| Stokes Family Office, LLC | 6,064 | $485.8K | 0.05% | −28−0.5% | Reduced |
| Hohimer Wealth Management, LLC | 6,070 | $486.3K | 0.09% | +10.0% | Added |
| Westhampton Capital, LLC | 6,090 | $487.9K | 0.25% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,091 | $488.0K | 0.24% | +899+17.3% | Added |
| Key Client Fiduciary Advisors, LLC | 6,093 | $488.2K | 0.20% | −35−0.6% | Reduced |
| Baldwin Brothers Inc | 6,100 | $488.7K | 0.03% | −2,078−25.4% | Reduced |
| APCM Wealth Management for Individuals | 6,119 | $490.2K | 0.07% | +79+1.3% | Added |
| Novem Group | 6,132 | $491.3K | 0.06% | +364+6.3% | Added |
| Morris Financial Concepts, Inc. | 6,145 | $492.3K | 0.20% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 6,075 | $492.7K | 0.19% | −1,000−14.1% | Reduced |
| Alpha Advisors, LLC | 6,154 | $493.1K | 0.42% | −342−5.3% | Reduced |
| West Oak Capital, LLC | 6,165 | $493.9K | 0.20% | −35−0.6% | Reduced |
| Capital Management Associates, Inc | 6,168 | $494.2K | 0.16% | +2,464+66.5% | Added |
| Maia Wealth LLC | 6,173 | $494.6K | 0.09% | −1,492−19.5% | Reduced |
| First National Bank & Trust Co of Newtown | 6,178 | $495.0K | 0.10% | 00.0% | Unchanged |
| Jacobsen Capital Management | 6,192 | $496.1K | 0.18% | +688+12.5% | Added |
| Atlas Brown,Inc. | 6,194 | $496.3K | 0.16% | −609−9.0% | Reduced |
| Perbak Capital Partners LLP | 6,199 | $496.7K | 0.11% | +6,199 | New |
| Heritage Investment Group, Inc. | 6,205 | $497.1K | 0.09% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 6,212 | $497.7K | 0.11% | −224−3.5% | Reduced |
| Versant Capital Management, Inc | 6,214 | $497.9K | 0.08% | −2,975−32.4% | Reduced |
| Boyd Watterson Asset Management LLC | 6,218 | $498.2K | 0.16% | −32−0.5% | Reduced |
| Wealth Preservation Advisors, LLC | 6,218 | $498.2K | 0.31% | +18+0.3% | Added |
| Traphagen Investment Advisors LLC | 6,219 | $498.2K | 0.05% | −229−3.6% | Reduced |
| Zullo Investment Group, Inc. | 6,218 | $498.3K | 0.20% | −109−1.7% | Reduced |
| Legacy Bridge, LLC | 6,229 | $499.1K | 0.24% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,235 | $499.5K | 0.06% | +13+0.2% | Added |
| SwitchPoint Financial Planning, LLC | 6,240 | $499.9K | 0.41% | +44+0.7% | Added |
| Compagnie Lombard Odier SCmA | 6,250 | $500.8K | 0.01% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 6,265 | $502.0K | 0.11% | −299−4.6% | Reduced |
| Verus Capital Partners, LLC | 6,273 | $502.6K | 0.04% | +441+7.6% | Added |
| Lakeridge Wealth Management LLC | 6,274 | $502.6K | 0.23% | −12−0.2% | Reduced |
| Sequent Asset Management, LLC | 6,281 | $503.2K | 0.40% | −472−7.0% | Reduced |
| Whalerock Point Partners, LLC | 6,283 | $503.4K | 0.11% | +1,175+23.0% | Added |
| Fortress Financial Group, LLC | 6,292 | $504.1K | 0.43% | +16+0.3% | Added |
| Front Row Advisors LLC | 6,293 | $504.2K | 0.18% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 6,299 | $504.6K | 0.01% | −1,862−22.8% | Reduced |
| Schulhoff & Co Inc | 6,306 | $505.2K | 0.22% | −498−7.3% | Reduced |
| SPC Financial, Inc. | 6,326 | $506.8K | 0.04% | +76+1.2% | Added |
| Evoke Wealth, LLC | 6,342 | $508.2K | 0.01% | −1,310−17.1% | Reduced |
| Simmons Bank | 6,343 | $508.2K | 0.04% | −258−3.9% | Reduced |
| Allstate Corp | 6,346 | $508.4K | 0.04% | −112,959−94.7% | Reduced |
| Wayfinding Financial, LLC | 6,566 | $509.0K | 0.23% | −453−6.5% | Reduced |
| Richard W. Paul & Associates, LLC | 6,356 | $509.2K | 0.18% | −26−0.4% | Reduced |
| Abacus Planning Group, Inc. | 6,357 | $509.3K | 0.08% | +570+9.8% | Added |
| Duncker Streett & Co Inc | 6,365 | $510.0K | 0.09% | +309+5.1% | Added |
| Hayek Kallen Investment Management | 6,360 | $510.0K | 0.17% | +1,600+33.6% | Added |
| Patrick M Sweeney & Associates, Inc | 6,113 | $511.1K | 0.35% | +556+10.0% | Added |
| CVA Family Office, LLC | 6,386 | $511.6K | 0.07% | −185−2.8% | Reduced |
| M3 Advisory Group, LLC | 6,388 | $511.8K | 0.35% | +36+0.6% | Added |
| Sterneck Capital Management, LLC | 6,415 | $514.0K | 0.26% | +419+7.0% | Added |
| Richmond Investment Services, LLC | 6,422 | $514.5K | 0.11% | +3,618+129.0% | Added |
| Lighthouse Investment Partners, LLC | 6,489 | $519.9K | 0.02% | −303,821−97.9% | Reduced |
| Aull & Monroe Investment Management Corp | 6,518 | $522.2K | 0.28% | −200−3.0% | Reduced |
| Keystone Financial Group | 6,551 | $524.9K | 0.05% | +51+0.8% | Added |
| Axis Wealth Partners, LLC | 6,555 | $525.2K | 0.35% | +78+1.2% | Added |
| Permanens Capital L.P. | 6,564 | $525.9K | 0.07% | −1,080−14.1% | Reduced |
| Intrua Financial, LLC | 6,567 | $526.1K | 0.08% | +430+7.0% | Added |
| RD Lewis Holdings, Inc. | 6,868 | $529.2K | 0.53% | +550+8.7% | Added |
| Fortitude Family Office, LLC | 6,620 | $530.4K | 0.18% | −827−11.1% | Reduced |
| Cooper Financial Group | 6,624 | $530.8K | 0.06% | −1,273−16.1% | Reduced |
| Belmont Capital, LLC | 6,638 | $531.8K | 0.08% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 6,677 | $535.0K | 0.08% | 00.0% | Unchanged |
| Optas, LLC | 6,689 | $535.9K | 0.10% | −6,151−47.9% | Reduced |
| Capital Advisors Inc | 6,692 | $536.1K | 0.01% | +2,908+76.8% | Added |
| Oxford Financial Group Ltd | 6,719 | $538.3K | 0.03% | −674−9.1% | Reduced |
| TFR Capital, LLC. | 6,723 | $538.6K | 0.20% | −86−1.3% | Reduced |
| Lynch & Associates | 6,729 | $539.1K | 0.11% | +135+2.0% | Added |
| Heartland Bank & Trust Co | 6,735 | $539.6K | 0.25% | −149−2.2% | Reduced |
| Maven Securities LTD | 6,735 | $539.6K | 0.14% | +826+14.0% | Added |
| BlackDiamond Wealth Management Inc. | 6,629 | $540.2K | 0.31% | +1,335+25.2% | Added |
| Peak Retirement Planning, Inc. | 6,746 | $540.5K | 0.22% | +159+2.4% | Added |
| Drexel Morgan & Co. | 6,747 | $540.6K | 0.10% | 00.0% | Unchanged |
| Canopy Partners, LLC | 6,757 | $541.4K | 0.20% | +138+2.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,758 | $541.4K | 0.11% | +306+4.7% | Added |
| Fort Point Capital Partners LLC | 6,762 | $541.8K | 0.05% | −197−2.8% | Reduced |
| New Hampshire Trust | 6,785 | $543.6K | 0.11% | −280−4.0% | Reduced |
| Piscataqua Savings Bank | 6,816 | $546.1K | 0.46% | −50−0.7% | Reduced |
| Secure Asset Management, LLC | 6,833 | $547.5K | 0.10% | +667+10.8% | Added |
| Relyea Zuckerberg Hanson LLC | 6,834 | $547.6K | 0.06% | −264−3.7% | Reduced |
| Howe & Rusling Inc | 6,840 | $548.0K | 0.04% | −393−5.4% | Reduced |
| HHM Wealth Advisors, LLC | 6,897 | $552.5K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 6,921 | $554.5K | 0.14% | +2,287+49.4% | Added |
| Sawgrass Asset Management LLC | 6,940 | $556.0K | 0.06% | +447+6.9% | Added |
| Weil Company, Inc. | 6,950 | $556.8K | 0.15% | −459−6.2% | Reduced |
| Spartan Planning & Wealth Management | 6,960 | $557.6K | 0.48% | +330+5.0% | Added |
| Advus Financial Partners, LLC | 6,961 | $557.7K | 0.14% | −415−5.6% | Reduced |
| Coastline Trust Co | 6,976 | $558.9K | 0.06% | −298−4.1% | Reduced |
| Kearns & Associates LLC | 7,000 | $560.8K | 0.32% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,014 | $562.0K | 0.11% | +20.0% | Added |
| SNS Financial Group, LLC | 7,027 | $563.0K | 0.05% | +18+0.3% | Added |
| Traynor Capital Management, Inc. | 6,915 | $563.5K | 0.04% | +217+3.2% | Added |
| Means Investment Co., Inc. | 7,067 | $566.2K | 0.05% | +183+2.7% | Added |
| Virtue Capital Management, LLC | 7,083 | $567.5K | 0.10% | −208−2.9% | Reduced |
| one8zero8, LLC | 7,085 | $567.6K | 0.13% | −400−5.3% | Reduced |
| Confluence Wealth Services, Inc. | 7,090 | $568.0K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 7,091 | $568.2K | 0.06% | +459+6.9% | Added |