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
- 2,633
- +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
- 950 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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 9,736 | $780.0K | 0.05% | +72+0.7% | Added |
| Sepio Capital, LP | 9,743 | $780.7K | 0.06% | −743−7.1% | Reduced |
| G&S Capital LLC | 9,752 | $781.3K | 0.31% | +49+0.5% | Added |
| Blue Rock Wealth Management LLC | 9,770 | $782.8K | 0.54% | +1,692+20.9% | Added |
| Strategic Investment Advisors | 9,882 | $783.1K | 0.08% | −1,498−13.2% | Reduced |
| Rockland Trust Co | 9,850 | $789.2K | 0.04% | 00.0% | Unchanged |
| Platform Technology Partners | 9,862 | $790.1K | 0.21% | −42−0.4% | Reduced |
| KPP Advisory Services LLC | 9,862 | $790.1K | 0.13% | −40.0% | Reduced |
| Beaton Management Co. Inc. | 9,900 | $793.0K | 0.39% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9,962 | $797.0K | 0.13% | +540+5.7% | Added |
| Alliance Wealth Advisors, LLC | 9,960 | $798.0K | 0.20% | +991+11.0% | Added |
| Zuckerman Investment Group, LLC | 9,968 | $798.6K | 0.08% | 00.0% | Unchanged |
| Carrera Capital Advisors | 9,970 | $798.8K | 0.16% | −141−1.4% | Reduced |
| Monarch Capital Management Inc | 9,996 | $800.9K | 0.22% | +52+0.5% | Added |
| Parkside Investments, LLC | 10,000 | $801.2K | 0.11% | 00.0% | Unchanged |
| Papp L Roy & Associates | 10,003 | $801.4K | 0.10% | −637−6.0% | Reduced |
| Quadcap Wealth Management, LLC | 10,016 | $802.4K | 0.10% | +206+2.1% | Added |
| Jacobs & Co | 10,042 | $804.0K | 0.08% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 10,070 | $807.0K | 0.16% | +3,400+51.0% | Added |
| Monument Capital Management | 10,099 | $809.1K | 0.21% | +137+1.4% | Added |
| Perennial Advisors, LLC | 10,119 | $810.7K | 0.15% | +40.0% | Added |
| Fieldview Capital Management, LLC | 10,149 | $813.1K | 0.12% | −41,978−80.5% | Reduced |
| Sax Wealth Advisors, LLC | 10,156 | $813.7K | 0.05% | +6,287+162.5% | Added |
| Osborne Partners Capital Management, LLC | 10,161 | $814.1K | 0.04% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 10,179 | $816.0K | 1.48% | −73,837−87.9% | Reduced |
| Opinicus Capital, Inc. | 10,242 | $820.6K | 0.62% | +955+10.3% | Added |
| Stephenson National Bank & Trust | 10,248 | $821.1K | 0.27% | 00.0% | Unchanged |
| North Forty Two & Co. | 10,308 | $825.9K | 0.88% | −172−1.6% | Reduced |
| Prosperity Consulting Group, LLC | 10,329 | $827.6K | 0.06% | +497+5.1% | Added |
| Agf Management Ltd | 10,333 | $827.9K | 0.00% | −119−1.1% | Reduced |
| Manske Wealth Management | 10,361 | $830.1K | 0.27% | −1,200−10.4% | Reduced |
| Altfest L J & Co Inc | 10,374 | $831.1K | 0.10% | +1,639+18.8% | Added |
| Atalanta Sosnoff Capital, LLC | 10,404 | $833.6K | 0.02% | −1,387−11.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,405 | $833.6K | 0.49% | +20+0.2% | Added |
| Wallace Advisory Group, LLC | 11,615 | $833.8K | 0.61% | −2,484−17.6% | Reduced |
| Webster Bank, N. A. | 10,499 | $841.2K | 0.09% | +180+1.7% | Added |
| Boit C F David | 10,519 | $842.8K | 0.41% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 10,538 | $844.3K | 0.15% | −37−0.3% | Reduced |
| Avantax Planning Partners, Inc. | 10,589 | $848.4K | 0.03% | +139+1.3% | Added |
| Advyzon Investment Management, LLC | 10,606 | $849.8K | 0.19% | +3,967+59.8% | Added |
| Hikari Tsushin, Inc. | 10,631 | $851.8K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 10,675 | $855.3K | 0.03% | −57−0.5% | Reduced |
| Atlas Wealth LLC | 10,523 | $857.5K | 0.31% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 10,738 | $860.0K | 0.36% | +575+5.7% | Added |
| Cumberland Advisors Inc | 10,800 | $865.3K | 0.36% | −21−0.2% | Reduced |
| Proficio Capital Partners LLC | 10,817 | $866.6K | 0.05% | +697+6.9% | Added |
| Plan A Wealth LLC | 10,846 | $869.0K | 0.49% | −257−2.3% | Reduced |
| JFS Wealth Advisors, LLC | 10,856 | $869.8K | 0.06% | +240+2.3% | Added |
| Appleton Partners Inc | 11,018 | $883.0K | 0.06% | −90−0.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 11,037 | $884.3K | 0.06% | −2,466−18.3% | Reduced |
| PFW Advisors LLC | 11,071 | $887.0K | 0.27% | +39+0.4% | Added |
| Perennial Investment Advisors, LLC | 11,071 | $887.1K | 0.09% | +1,046+10.4% | Added |
| 17 Capital Partners, LLC | 11,104 | $889.7K | 0.51% | +4,194+60.7% | Added |
| Alliance Wealth Advisors, LLC | 11,107 | $889.9K | 0.48% | +432+4.0% | Added |
| China Universal Asset Management Co., Ltd. | 11,132 | $891.9K | 0.08% | −7,148−39.1% | Reduced |
| Ames National Corp | 11,135 | $892.1K | 0.58% | +8,000+255.2% | Added |
| Cromwell Holdings LLC | 11,171 | $895.0K | 0.54% | 00.0% | Unchanged |
| Private Management Group Inc | 11,176 | $895.4K | 0.03% | +10.0% | Added |
| IVC Wealth Advisors LLC | 11,193 | $896.8K | 0.44% | −1,559−12.2% | Reduced |
| Tarbox Family Office, Inc. | 11,227 | $899.5K | 0.14% | −12−0.1% | Reduced |
| Flagstone Financial Management | 11,245 | $900.9K | 0.26% | −168−1.5% | Reduced |
| NBZ Investment Advisors LLC | 11,273 | $903.2K | 0.52% | 00.0% | Unchanged |
| Wealth Alliance | 11,277 | $903.5K | 0.10% | +394+3.6% | Added |
| Winebrenner Capital Management LLC | 11,283 | $904.0K | 0.73% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 11,286 | $904.3K | 0.24% | +72+0.6% | Added |
| Liberty Wealth Management LLC | 11,294 | $904.9K | 0.14% | +11,294 | New |
| NFP Retirement, Inc. | 11,298 | $905.2K | 0.06% | 00.0% | Unchanged |
| Element Wealth, LLC | 11,300 | $905.4K | 0.42% | −556−4.7% | Reduced |
| GatePass Capital, LLC | 11,303 | $905.6K | 0.60% | +15+0.1% | Added |
| HCR Wealth Advisors | 11,320 | $907.0K | 0.11% | −85−0.7% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,349 | $909.3K | 0.21% | −28−0.2% | Reduced |
| River Wealth Advisors LLC | 11,374 | $911.3K | 0.11% | −29−0.3% | Reduced |
| Heritage Family Offices, LLP | 12,893 | $911.4K | 0.46% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 11,420 | $915.0K | 0.03% | −752−6.2% | Reduced |
| All Terrain Financial Advisors, LLC | 11,466 | $918.7K | 0.33% | +1,463+14.6% | Added |
| AIMZ Investment Advisors, LLC | 11,472 | $919.1K | 0.31% | 00.0% | Unchanged |
| Kentucky Trust Co | 11,475 | $919.4K | 0.53% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 11,495 | $920.9K | 0.73% | −52−0.5% | Reduced |
| Jarislowsky, Fraser Ltd | 11,500 | $921.4K | 0.01% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 11,552 | $925.6K | 0.18% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,558 | $926.0K | 0.11% | +11,558 | New |
| Moss Adams Wealth Advisors LLC | 11,589 | $928.5K | 0.08% | −137−1.2% | Reduced |
| Kovack Advisors, Inc. | 11,597 | $929.1K | 0.09% | −106−0.9% | Reduced |
| WealthPlan Investment Management, LLC | 11,639 | $932.5K | 0.07% | +989+9.3% | Added |
| Morningstar Investment Management LLC | 11,683 | $936.0K | 0.08% | +1,220+11.7% | Added |
| RB Capital Management, LLC | 11,694 | $936.9K | 0.21% | +37+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,710 | $938.2K | 0.08% | +406+3.6% | Added |
| Peoples Financial Services Corp. | 11,739 | $940.5K | 0.46% | −611−4.9% | Reduced |
| Wittenberg Investment Management, Inc. | 11,778 | $943.7K | 0.41% | −150−1.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 11,795 | $945.0K | 0.66% | −100−0.8% | Reduced |
| Intelligence Driven Advisers, LLC | 11,805 | $945.8K | 0.14% | +3,861+48.6% | Added |
| HAP Trading, LLC | 11,815 | $946.6K | 0.41% | −12,755−51.9% | Reduced |
| Farmers Trust Co | 11,819 | $946.9K | 0.18% | +6+0.1% | Added |
| Northeast Investment Management | 11,918 | $954.9K | 0.04% | +3,500+41.6% | Added |
| Trust Co of Vermont | 11,972 | $959.2K | 0.05% | +473+4.1% | Added |
| PFG Advisors | 12,026 | $963.5K | 0.05% | +3,980+49.5% | Added |
| Wealthspan Partners, LLC | 12,028 | $963.7K | 0.40% | +16+0.1% | Added |
| Resonant Capital Advisors, LLC | 12,083 | $968.1K | 0.06% | +2,559+26.9% | Added |
| Cullen Investment Group, Ltd. | 12,115 | $970.7K | 0.14% | +52+0.4% | Added |
| Keudell/Morrison Wealth Management | 12,146 | $973.1K | 0.22% | +28+0.2% | Added |