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 |
|---|---|---|---|---|---|
| Delta Investment Management, LLC | 7,092 | $568.2K | 0.11% | +16+0.2% | Added |
| Cache Advisors, LLC | 7,100 | $568.9K | 0.15% | +7,100 | New |
| MONECO Advisors, LLC | 7,100 | $568.9K | 0.05% | +15+0.2% | Added |
| MSH Capital Advisors LLC | 7,103 | $569.1K | 0.16% | +905+14.6% | Added |
| Patten & Patten Inc | 7,107 | $569.4K | 0.04% | −287−3.9% | Reduced |
| Cambridge Advisors Inc. | 7,120 | $570.5K | 0.12% | −99−1.4% | Reduced |
| Tucker Asset Management LLC | 7,125 | $570.9K | 0.18% | +432+6.5% | Added |
| LBMC Investment Advisors, LLC | 7,131 | $571.4K | 0.04% | +334+4.9% | Added |
| S.A. Mason LLC | 7,136 | $571.7K | 0.28% | +33+0.5% | Added |
| Morris Retirement Advisors, LLC | 7,144 | $572.4K | 0.27% | +3,493+95.7% | Added |
| STAR Financial Bank | 7,158 | $573.5K | 0.36% | −328−4.4% | Reduced |
| MCF Advisors LLC | 7,161 | $573.7K | 0.04% | −250−3.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 7,171 | $574.5K | 0.14% | +978+15.8% | Added |
| Occidental Asset Management, LLC | 7,172 | $574.6K | 0.08% | −125−1.7% | Reduced |
| LVW Advisors, LLC | 7,218 | $578.3K | 0.06% | +461+6.8% | Added |
| Alpha Family Trust | 7,220 | $578.5K | 0.29% | 00.0% | Unchanged |
| Well Done, LLC | 7,222 | $578.6K | 0.11% | −101−1.4% | Reduced |
| Connecticut Wealth Management, LLC | 7,226 | $578.9K | 0.03% | −226−3.0% | Reduced |
| Red Door Wealth Management, LLC | 7,236 | $579.8K | 0.07% | +216+3.1% | Added |
| Defender Capital, LLC. | 7,250 | $580.9K | 0.20% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 7,262 | $581.8K | 0.04% | −109−1.5% | Reduced |
| Fermata Advisors, LLC | 7,263 | $581.9K | 0.16% | −5,488−43.0% | Reduced |
| Seven Mile Advisory | 7,263 | $581.9K | 0.35% | +244+3.5% | Added |
| Verum Partners LLC | 7,265 | $582.1K | 0.13% | +128+1.8% | Added |
| Lakeside Advisors, INC. | 7,275 | $582.9K | 0.38% | 00.0% | Unchanged |
| Humankind Investments LLC | 7,288 | $583.9K | 0.14% | −1,109−13.2% | Reduced |
| Copperleaf Capital, LLC | 7,295 | $584.5K | 0.30% | +3,271+81.3% | Added |
| FourThought Financial Partners, LLC | 7,302 | $585.0K | 0.06% | +2,228+43.9% | Added |
| UMA Financial Services, Inc. | 7,303 | $585.1K | 0.09% | +192+2.7% | Added |
| Weaver Consulting Group | 7,322 | $586.6K | 0.16% | +55+0.8% | Added |
| Brueske Advisory Services, LLC | 7,335 | $587.7K | 0.40% | +37+0.5% | Added |
| Pacifica Capital Investments, LLC | 7,335 | $588.0K | 0.17% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 7,341 | $588.2K | 0.06% | −620−7.8% | Reduced |
| Tradewinds Capital Management, LLC | 7,349 | $588.8K | 0.15% | −383−5.0% | Reduced |
| Financial Insights, Inc. | 7,350 | $588.9K | 0.22% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 7,355 | $589.3K | 0.03% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 7,374 | $590.0K | 0.29% | +7,374 | New |
| Bridge Creek Capital Management LLC | 7,400 | $592.9K | 0.17% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 7,406 | $593.4K | 0.57% | +521+7.6% | Added |
| Spinnaker Trust | 7,407 | $593.4K | 0.04% | 00.0% | Unchanged |
| Readystate Asset Management LP | 7,419 | $594.4K | 0.02% | +7,419 | New |
| Brown, Lisle/Cummings, Inc. | 7,423 | $594.7K | 0.16% | +10.0% | Added |
| Bouchey Financial Group Ltd | 7,433 | $595.5K | 0.05% | −25−0.3% | Reduced |
| Cornerstone Advisory, LLC | 7,443 | $596.3K | 0.06% | +140+1.9% | Added |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $597.1K | 0.08% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 7,330 | $597.3K | 0.23% | +7,330 | New |
| Triumph Capital Management | 7,462 | $597.9K | 0.18% | −1,450−16.3% | Reduced |
| Magnus Financial Group LLC | 7,467 | $598.3K | 0.05% | +20.0% | Added |
| Mosaic Financial Group, LLC | 7,545 | $604.0K | 0.46% | +15+0.2% | Added |
| BigSur Wealth Management LLC | 7,550 | $604.9K | 0.15% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,571 | $606.6K | 0.06% | −621−7.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,571 | $606.6K | 0.02% | +439+6.2% | Added |
| Safeguard Investment Advisory Group, LLC | 7,576 | $607.0K | 0.15% | −328−4.1% | Reduced |
| Principal Street Partners, LLC | 7,590 | $608.1K | 0.06% | +3,498+85.5% | Added |
| DKM Wealth Management, Inc. | 7,594 | $608.4K | 0.52% | +20.0% | Added |
| Ironwood Investment Counsel, LLC | 7,616 | $610.2K | 0.09% | −395−4.9% | Reduced |
| BancorpSouth Bank | 7,617 | $610.3K | 0.04% | +634+9.1% | Added |
| Cowa, LLC | 7,623 | $610.8K | 0.23% | +823+12.1% | Added |
| ZEGA Investments, LLC | 7,623 | $610.8K | 0.15% | +7,623 | New |
| Wood Tarver Financial Group, LLC | 7,633 | $611.0K | 0.18% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 7,657 | $613.0K | 0.23% | +234+3.2% | Added |
| LRI Investments, LLC | 7,656 | $613.4K | 0.05% | +966+14.4% | Added |
| Sound Income Strategies, LLC | 7,668 | $614.3K | 0.04% | +70+0.9% | Added |
| Doliver Advisors, LP | 7,675 | $614.9K | 0.17% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 7,685 | $615.7K | 0.05% | −822−9.7% | Reduced |
| TCTC Holdings, LLC | 7,693 | $616.4K | 0.02% | +17+0.2% | Added |
| Summit Asset Management, LLC | 7,695 | $616.5K | 0.10% | +545+7.6% | Added |
| Elyxium Wealth, LLC | 7,698 | $616.8K | 0.23% | +542+7.6% | Added |
| Bridgewater Advisors Inc. | 7,464 | $616.9K | 0.05% | +530+7.6% | Added |
| Sky Investment Group LLC | 7,700 | $616.9K | 0.11% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 7,754 | $621.3K | 0.44% | −7,203−48.2% | Reduced |
| Brookwood Investment Group LLC | 7,758 | $621.6K | 0.10% | −8,004−50.8% | Reduced |
| Guardian Wealth Advisors, LLC | 7,812 | $625.9K | 0.04% | +412+5.6% | Added |
| Dynamic Technology Lab Private Ltd | 7,814 | $626.0K | 0.09% | +7,814 | New |
| Van Cleef Asset Management,Inc | 7,816 | $626.3K | 0.07% | 00.0% | Unchanged |
| Wealth Architects, LLC | 7,825 | $626.9K | 0.06% | −361−4.4% | Reduced |
| First National Bank | 7,834 | $627.7K | 0.36% | −636−7.5% | Reduced |
| Atala Financial Inc | 7,853 | $629.2K | 0.43% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,854 | $629.2K | 0.07% | +5+0.1% | Added |
| Cape Investment Advisory, Inc. | 7,864 | $630.1K | 0.23% | +178+2.3% | Added |
| CFO4Life Group, LLC | 7,877 | $631.1K | 0.10% | −1,145−12.7% | Reduced |
| Concentric Capital Strategies, LP | 7,890 | $632.1K | 0.04% | +7,890 | New |
| BCJ Capital Management, LLC | 7,891 | $632.2K | 0.04% | +1,346+20.6% | Added |
| Pin Oak Investment Advisors Inc | 8,829 | $633.0K | 0.54% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 7,934 | $635.7K | 0.11% | +650+8.9% | Added |
| Icon Wealth Advisors, LLC | 7,950 | $636.9K | 0.05% | −28−0.4% | Reduced |
| Auxano Advisors, LLC | 7,952 | $637.1K | 0.15% | −115−1.4% | Reduced |
| SRS Capital Advisors, Inc. | 6,299 | $641.3K | 0.03% | +1,841+41.3% | Added |
| RKL Wealth Management LLC | 8,019 | $642.5K | 0.06% | −166−2.0% | Reduced |
| Integrity Financial Corp | 8,026 | $643.0K | 0.33% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 8,029 | $643.3K | 0.07% | −405−4.8% | Reduced |
| E&G Advisors, LP | 8,034 | $643.7K | 0.17% | −2,379−22.8% | Reduced |
| Old West Investment Management, LLC | 8,037 | $643.9K | 0.21% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 8,055 | $645.3K | 0.40% | +56+0.7% | Added |
| Sunflower Bank, N.A. | 8,088 | $648.0K | 0.16% | +708+9.6% | Added |
| Vermillion Wealth Management, Inc. | 8,101 | $649.0K | 0.31% | +21+0.3% | Added |
| Basepoint Wealth LLC | 8,116 | $650.2K | 0.50% | −845−9.4% | Reduced |
| Tributary Capital Management, LLC | 8,120 | $650.6K | 0.06% | −100−1.2% | Reduced |
| Sippican Capital Advisors | 8,143 | $652.4K | 0.47% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 8,143 | $652.4K | 0.10% | +8,143 | New |