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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 12,157 | $974.0K | 0.04% | +3,035+33.3% | Added |
| Hanlon Investment Management, Inc. | 12,185 | $976.3K | 0.70% | +9,288+320.6% | Added |
| Northwest Wealth Management, LLC | 12,218 | $978.9K | 0.18% | −60.0% | Reduced |
| Greenwood Gearhart Inc | 12,239 | $980.6K | 0.06% | +8,649+240.9% | Added |
| Harbor Investment Advisory, LLC | 12,279 | $983.8K | 0.09% | +115+0.9% | Added |
| Hardin Capital Partners, LLC | 12,084 | $984.7K | 0.58% | +10.0% | Added |
| Entruity Wealth, LLC | 12,311 | $986.4K | 0.84% | −610−4.7% | Reduced |
| Chilton Investment Co LLC | 12,315 | $986.7K | 0.02% | +229+1.9% | Added |
| Catalyst Financial Partners LLC | 12,365 | $990.7K | 0.11% | −108−0.9% | Reduced |
| Avion Wealth | 12,411 | $994.0K | 0.23% | +4,123+49.7% | Added |
| GTS Securities LLC | 12,464 | $998.6K | 0.04% | −5,569−30.9% | Reduced |
| Park National Corp | 12,482 | $1.00M | 0.03% | −1,137−8.3% | Reduced |
| Thrive Wealth Management, LLC | 12,483 | $1.00M | 0.16% | +1,950+18.5% | Added |
| Greatmark Investment Partners, Inc. | 12,523 | $1.00M | 0.13% | −2,520−16.8% | Reduced |
| Pointe Capital Management LLC | 12,531 | $1.00M | 0.52% | +71+0.6% | Added |
| Koshinski Asset Management, Inc. | 12,550 | $1.01M | 0.08% | +2,365+23.2% | Added |
| Studio Investment Management LLC | 12,562 | $1.01M | 0.20% | −122−1.0% | Reduced |
| Ingalls & Snyder LLC | 12,569 | $1.01M | 0.04% | −10−0.1% | Reduced |
| DMG Group, LLC | 12,583 | $1.01M | 0.78% | −3,097−19.8% | Reduced |
| Core Alternative Capital | 12,606 | $1.01M | 0.28% | +2,735+27.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 12,638 | $1.01M | 0.04% | −558−4.2% | Reduced |
| Carson Advisory Inc. | 12,696 | $1.02M | 0.65% | −300−2.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 12,743 | $1.02M | 0.95% | +450+3.7% | Added |
| Ritter Daniher Financial Advisory LLC | 12,749 | $1.02M | 0.25% | +12,605+8,753.5% | Added |
| PDS Planning, Inc | 12,750 | $1.02M | 0.08% | +880+7.4% | Added |
| Promethium Advisors,llc | 12,757 | $1.02M | 0.62% | −932−6.8% | Reduced |
| SeaCrest Wealth Management, LLC | 12,767 | $1.02M | 0.11% | −9,707−43.2% | Reduced |
| Fortress Private Ledger, LLC | 12,785 | $1.02M | 0.47% | +4,003+45.6% | Added |
| Richwood Investment Advisors, LLC | 12,797 | $1.03M | 0.84% | −137−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 12,816 | $1.03M | 0.02% | +912+7.7% | Added |
| Family Legacy, Inc. | 12,837 | $1.03M | 0.33% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 12,867 | $1.03M | 0.02% | +1,590+14.1% | Added |
| MEMBERS Trust Co | 12,877 | $1.03M | 0.04% | +856+7.1% | Added |
| Manchester Capital Management LLC | 12,899 | $1.03M | 0.14% | +3,550+38.0% | Added |
| Fiduciary Financial Group, LLC | 12,699 | $1.03M | 0.19% | +54+0.4% | Added |
| Abel Hall, LLC | 12,938 | $1.04M | 0.48% | +1,802+16.2% | Added |
| Western Wealth Management, LLC | 12,952 | $1.04M | 0.06% | −823−6.0% | Reduced |
| XML Financial, LLC | 12,971 | $1.04M | 0.09% | −3,388−20.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 12,975 | $1.04M | 0.16% | +424+3.4% | Added |
| Modern Wealth Management, LLC | 12,994 | $1.04M | 0.03% | +91+0.7% | Added |
| Sather Financial Group Inc | 13,007 | $1.04M | 0.06% | +3,556+37.6% | Added |
| Csenge Advisory Group | 13,953 | $1.04M | 0.05% | +159+1.2% | Added |
| Shakespeare Wealth Management, Inc. | 13,029 | $1.04M | 0.28% | +13+0.1% | Added |
| Wimmer Associates 1, LLC | 13,064 | $1.05M | 0.54% | +250+2.0% | Added |
| Royal Capital Wealth Management, LLC | 13,094 | $1.05M | 0.70% | +21+0.2% | Added |
| Parkside Financial Bank & Trust | 13,114 | $1.05M | 0.11% | +791+6.4% | Added |
| Boston Private Wealth LLC | 13,124 | $1.05M | 0.06% | +13,124 | New |
| Eastern Bank | 13,136 | $1.05M | 0.02% | −1,356−9.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 13,140 | $1.05M | 0.05% | −2,722−17.2% | Reduced |
| Spire Wealth Management | 13,170 | $1.06M | 0.04% | −4,505−25.5% | Reduced |
| London & Capital Asset Management Ltd | 13,179 | $1.06M | 0.08% | 00.0% | Unchanged |
| Summit X, LLC | 13,180 | $1.06M | 0.20% | +7,652+138.4% | Added |
| 1st Source Bank | 13,207 | $1.06M | 0.06% | +48+0.4% | Added |
| Weatherly Asset Management L. P. | 13,221 | $1.06M | 0.09% | +51+0.4% | Added |
| C2C Wealth Management, LLC | 13,261 | $1.06M | 0.96% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 13,285 | $1.06M | 0.43% | −881−6.2% | Reduced |
| Providence Capital Advisors, LLC | 13,295 | $1.07M | 0.20% | −1,066−7.4% | Reduced |
| Madison Asset Management, LLC | 13,295 | $1.07M | 0.01% | −4,408−24.9% | Reduced |
| KG&L Capital Management,LLC | 15,432 | $1.07M | 0.32% | +5,205+50.9% | Added |
| Brooks, Moore & Associates, Inc. | 13,285 | $1.07M | 0.58% | −200−1.5% | Reduced |
| Segment Wealth Management, LLC | 13,392 | $1.07M | 0.07% | +235+1.8% | Added |
| Childress Capital Advisors, LLC | 13,424 | $1.08M | 0.27% | −265−1.9% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $1.08M | 0.04% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 13,515 | $1.08M | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 13,519 | $1.08M | 0.10% | −50.0% | Reduced |
| Nations Financial Group Inc, | 13,520 | $1.08M | 0.07% | +203+1.5% | Added |
| Capital International Sarl | 13,525 | $1.08M | 0.02% | +642+5.0% | Added |
| Empirical Asset Management, LLC | 13,543 | $1.09M | 0.34% | +104+0.8% | Added |
| Signal Advisors Wealth, LLC | 13,564 | $1.09M | 0.08% | +7,693+131.0% | Added |
| CWA Asset Management Group, LLC | 13,582 | $1.09M | 0.05% | −44,465−76.6% | Reduced |
| Cardiff Park Advisors, LLC | 13,591 | $1.09M | 0.09% | +15+0.1% | Added |
| Neumann Capital Management, LLC | 13,622 | $1.09M | 0.34% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 13,725 | $1.10M | 0.04% | +68+0.5% | Added |
| Cladis Investment Advisory, LLC | 13,726 | $1.10M | 0.69% | +10.0% | Added |
| BKD Wealth Advisors, LLC | 13,736 | $1.10M | 0.02% | +758+5.8% | Added |
| Carnegie Lake Advisors LLC | 13,741 | $1.10M | 0.44% | −847−5.8% | Reduced |
| Highline Wealth Partners LLC | 13,756 | $1.10M | 0.33% | −59−0.4% | Reduced |
| Quent Capital, LLC | 13,845 | $1.11M | 0.11% | +805+6.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,846 | $1.11M | 0.03% | −73,078−84.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 13,863 | $1.11M | 0.47% | −3,590−20.6% | Reduced |
| Portfolio Design Labs, LLC | 13,901 | $1.11M | 0.22% | −15,361−52.5% | Reduced |
| Patton Albertson Miller Group, LLC | 13,912 | $1.11M | 0.15% | +119+0.9% | Added |
| Gradient Investments LLC | 13,926 | $1.12M | 0.02% | +88+0.6% | Added |
| Concord Wealth Partners | 13,945 | $1.12M | 0.16% | +1,126+8.8% | Added |
| Concord Asset Management, LLC | 13,945 | $1.12M | 0.17% | +1,190+9.3% | Added |
| Invst, LLC | 13,968 | $1.12M | 0.14% | −123−0.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 13,998 | $1.12M | 0.59% | −23−0.2% | Reduced |
| Main Street Financial Solutions, LLC | 14,008 | $1.12M | 0.08% | +7,368+111.0% | Added |
| Cove Street Capital, LLC | 14,020 | $1.12M | 1.65% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 14,021 | $1.12M | 0.30% | −389−2.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 14,052 | $1.13M | 0.39% | +248+1.8% | Added |
| Sompo Asset Management Co., Ltd. | 14,060 | $1.13M | 0.20% | −4,250−23.2% | Reduced |
| Scratch Capital LLC | 14,063 | $1.13M | 0.92% | −1,236−8.1% | Reduced |
| Coastal Bridge Advisors, LLC | 14,079 | $1.13M | 0.09% | +665+5.0% | Added |
| Cyndeo Wealth Partners, LLC | 14,089 | $1.13M | 0.07% | +322+2.3% | Added |
| Telos Capital Management, Inc. | 14,105 | $1.13M | 0.12% | +789+5.9% | Added |
| Inceptionr LLC | 14,115 | $1.13M | 0.26% | +14,115 | New |
| Florida Financial Advisors, LLC | 14,120 | $1.13M | 0.38% | +81+0.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,764 | $1.13M | 0.63% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 14,130 | $1.13M | 0.78% | +18+0.1% | Added |