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 |
|---|---|---|---|---|---|
| Lauterbach Financial Advisors, LLC | 8,159 | $653.7K | 0.36% | +44+0.5% | Added |
| Cutler Investment Counsel LLC | 8,169 | $654.5K | 0.07% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 8,179 | $655.3K | 0.23% | +1,188+17.0% | Added |
| McAdam, LLC | 8,217 | $658.3K | 0.04% | −250−3.0% | Reduced |
| ASB Consultores, LLC | 8,235 | $659.8K | 0.44% | +1,762+27.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 8,242 | $660.3K | 0.08% | +8,242 | New |
| Field & Main Bank | 8,250 | $661.0K | 0.22% | −75−0.9% | Reduced |
| Tactive Advisors, LLC | 8,267 | $662.4K | 0.21% | +8,267 | New |
| Austin Private Wealth, LLC | 8,327 | $667.2K | 0.05% | +1,492+21.8% | Added |
| Nwam LLC | 8,294 | $668.4K | 0.04% | −512−5.8% | Reduced |
| Sivia Capital Partners, LLC | 8,373 | $670.9K | 0.23% | −28−0.3% | Reduced |
| Claro Advisors LLC | 8,381 | $671.4K | 0.11% | −8,298−49.8% | Reduced |
| Baron Wealth Management LLC | 8,389 | $672.1K | 0.24% | +1,408+20.2% | Added |
| Valmark Advisers, Inc. | 8,400 | $673.0K | 0.01% | −5−0.1% | Reduced |
| Eagle Global Advisors LLC | 8,418 | $674.5K | 0.03% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 8,426 | $675.1K | 0.08% | +2,698+47.1% | Added |
| Howard Bailey Securities, LLC | 8,432 | $675.6K | 0.21% | −10.0% | Reduced |
| Bedel Financial Consulting, Inc. | 8,434 | $675.7K | 0.09% | −631−7.0% | Reduced |
| Advisors Management Group Inc | 8,438 | $676.0K | 0.13% | −315−3.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 8,439 | $676.2K | 0.15% | −79−0.9% | Reduced |
| Sheets Smith Wealth Management | 8,446 | $676.7K | 0.08% | −1,882−18.2% | Reduced |
| Ameritas Advisory Services, LLC | 8,453 | $677.3K | 0.04% | −10,460−55.3% | Reduced |
| Everpar Advisors LLC | 8,467 | $678.4K | 0.31% | +1,195+16.4% | Added |
| Interchange Capital Partners, LLC | 8,467 | $678.4K | 0.16% | +415+5.2% | Added |
| Sentry Investment Management LLC | 8,321 | $679.0K | 0.37% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 8,515 | $682.2K | 0.13% | +654+8.3% | Added |
| Investor's Fiduciary Advisor Network, LLC | 8,537 | $683.0K | 0.25% | +8,537 | New |
| Legacy Financial Group LLC | 8,554 | $685.3K | 0.10% | −494−5.5% | Reduced |
| Ausdal Financial Partners, Inc. | 8,582 | $687.5K | 0.05% | −3,445−28.6% | Reduced |
| Perpetual Ltd | 8,613 | $690.1K | 0.01% | −2,902−25.2% | Reduced |
| Venturi Wealth Management, LLC | 8,633 | $691.7K | 0.03% | +209+2.5% | Added |
| Capital Advantage, Inc. | 8,634 | $691.8K | 0.11% | +1,399+19.3% | Added |
| Douglas Lane & Associates, LLC | 8,640 | $692.2K | 0.01% | +1,817+26.6% | Added |
| BlueStem Wealth Partners, LLC | 8,681 | $695.5K | 0.09% | +158+1.9% | Added |
| Algert Global LLC | 8,720 | $698.6K | 0.01% | −61,002−87.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,726 | $699.1K | 0.07% | −479−5.2% | Reduced |
| Strategic Blueprint, LLC | 8,749 | $700.9K | 0.03% | +3,121+55.5% | Added |
| Hudock, Inc. | 8,773 | $702.9K | 0.11% | +10.0% | Added |
| Avidian Wealth Solutions, LLC | 8,787 | $704.0K | 0.03% | +1,240+16.4% | Added |
| Marietta Investment Partners LLC | 8,800 | $705.1K | 0.15% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 8,809 | $705.8K | 0.10% | +39+0.4% | Added |
| Cim Investment Mangement Inc | 8,811 | $705.9K | 0.13% | −40−0.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,831 | $707.6K | 0.23% | +1,319+17.6% | Added |
| Winthrop Capital Management, LLC | 8,835 | $708.0K | 0.18% | +116+1.3% | Added |
| Farringdon Capital, Ltd. | 8,848 | $708.9K | 0.24% | +4,709+113.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $711.0K | 0.23% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 9,906 | $711.2K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 8,878 | $711.3K | 0.05% | +1,357+18.0% | Added |
| SilverOak Wealth Management LLC | 8,899 | $713.0K | 0.13% | +286+3.3% | Added |
| Good Life Advisors, LLC | 8,906 | $713.6K | 0.04% | −2,507−22.0% | Reduced |
| Tower Trust & Investment Co | 8,908 | $713.7K | 0.51% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 8,956 | $717.6K | 0.55% | +50+0.6% | Added |
| Financial Advisory Service, Inc. | 8,961 | $718.0K | 0.05% | +88+1.0% | Added |
| JNBA Financial Advisors | 9,013 | $722.1K | 0.07% | −117−1.3% | Reduced |
| Deseret Mutual Benefit Administrators | 9,021 | $722.8K | 0.34% | 00.0% | Unchanged |
| Summa Corp. | 9,026 | $723.2K | 0.38% | +20.0% | Added |
| Tudor Financial Inc. | 9,041 | $724.4K | 0.41% | −30.0% | Reduced |
| Prentice Wealth Management LLC | 9,042 | $724.4K | 0.19% | −545−5.7% | Reduced |
| Westover Capital Advisors, LLC | 9,047 | $724.8K | 0.14% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 9,049 | $725.1K | 0.02% | +1,063+13.3% | Added |
| Cahill Financial Advisors Inc | 9,054 | $725.4K | 0.09% | +16+0.2% | Added |
| Crown Wealth Group, LLC | 9,057 | $725.6K | 0.27% | −47−0.5% | Reduced |
| Evermay Wealth Management LLC | 9,065 | $726.3K | 0.09% | +400+4.6% | Added |
| Pines Wealth Management, LLC | 8,689 | $726.4K | 0.26% | +2,263+35.2% | Added |
| Monticello Wealth Management, LLC | 9,089 | $728.2K | 0.06% | +307+3.5% | Added |
| Davis R M Inc | 9,100 | $729.1K | 0.01% | −752−7.6% | Reduced |
| Burton Enright Welch | 9,128 | $731.4K | 0.13% | +2,357+34.8% | Added |
| Asset Dedication, LLC | 9,131 | $731.6K | 0.05% | +4,810+111.3% | Added |
| Stratos Wealth Advisors, LLC | 9,139 | $732.2K | 0.04% | +84+0.9% | Added |
| Onefund, LLC | 9,168 | $735.0K | 0.53% | −69−0.7% | Reduced |
| SGL Investment Advisors, Inc. | 9,044 | $737.9K | 0.35% | +4,921+119.4% | Added |
| Regatta Capital Group, LLC | 9,249 | $741.0K | 0.13% | −44−0.5% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,267 | $742.5K | 0.09% | −19,362−67.6% | Reduced |
| Zions Bancorporation, National Association | 9,268 | $742.6K | 0.04% | +1,068+13.0% | Added |
| Iron Horse Wealth Management, LLC | 9,270 | $742.7K | 0.22% | −599−6.1% | Reduced |
| Northstar Financial Companies, Inc. | 9,272 | $742.9K | 0.77% | +194+2.1% | Added |
| CTC Alternative Strategies, Ltd. | 9,280 | $743.5K | 0.65% | +4,780+106.2% | Added |
| Transce3nd, LLC | 9,329 | $747.0K | 0.32% | +527+6.0% | Added |
| Visionary Wealth Advisors | 9,331 | $747.6K | 0.04% | +3,887+71.4% | Added |
| Signature Estate & Investment Advisors LLC | 9,352 | $749.3K | 0.02% | +859+10.1% | Added |
| Holistic Planning, LLC | 9,386 | $752.0K | 0.22% | +1,873+24.9% | Added |
| Biltmore Family Office, LLC | 9,419 | $754.6K | 0.13% | −200−2.1% | Reduced |
| Hartford Financial Management Inc. | 9,427 | $755.3K | 0.21% | −168−1.8% | Reduced |
| Athena Investment Management | 9,447 | $756.9K | 0.42% | −45−0.5% | Reduced |
| West Bancorporation Inc | 9,450 | $757.1K | 0.48% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 9,467 | $758.5K | 0.03% | −118−1.2% | Reduced |
| GF Fund Management Co. Ltd. | 9,502 | $761.3K | 0.02% | −9,497−50.0% | Reduced |
| Cheviot Value Management, LLC | 9,800 | $762.9K | 0.09% | +100+1.0% | Added |
| Old North State Trust, LLC | 9,534 | $764.0K | 0.52% | +43+0.5% | Added |
| Creekside Partners | 9,537 | $764.1K | 0.36% | 00.0% | Unchanged |
| Rexford Capital Inc | 9,574 | $767.1K | 0.64% | +9,574 | New |
| Smith Thornton Advisors LLC | 9,591 | $768.4K | 0.44% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 9,606 | $769.6K | 0.16% | +116+1.2% | Added |
| MUFG Securities EMEA plc | 9,616 | $770.4K | 0.04% | +9,616 | New |
| Van Strum & Towne Inc. | 9,621 | $770.8K | 0.24% | −18−0.2% | Reduced |
| First PREMIER Bank | 9,619 | $771.0K | 0.19% | −20−0.2% | Reduced |
| Monetary Management Group Inc | 9,645 | $772.8K | 0.19% | +1,250+14.9% | Added |
| Accurate Wealth Management, LLC | 9,388 | $773.1K | 0.12% | +951+11.3% | Added |
| Integrated Investment Consultants, LLC | 9,667 | $774.5K | 0.15% | −153−1.6% | Reduced |
| Radnor Capital Management, LLC | 9,701 | $777.0K | 0.12% | 00.0% | Unchanged |