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 |
|---|---|---|---|---|---|
| Arista Wealth Management, LLC | 14,133 | $1.13M | 0.16% | +9,874+231.8% | Added |
| Vertex Planning Partners, LLC | 14,144 | $1.13M | 0.24% | −62−0.4% | Reduced |
| Sherbrooke Park Advisers LLC | 14,145 | $1.13M | 0.49% | +6,826+93.3% | Added |
| Fox Run Management, L.L.C. | 14,154 | $1.13M | 0.19% | +14,154 | New |
| Cohen Capital Management, Inc. | 14,156 | $1.13M | 0.18% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 14,167 | $1.14M | 0.04% | +3,384+31.4% | Added |
| First National Bank Sioux Falls | 14,167 | $1.14M | 0.42% | +30+0.2% | Added |
| Kanawha Capital Management LLC | 14,170 | $1.14M | 0.08% | +900+6.8% | Added |
| Personal Cfo Solutions, LLC | 14,263 | $1.14M | 0.21% | +2,312+19.3% | Added |
| Hills Bank & Trust Co | 14,300 | $1.15M | 0.07% | +505+3.7% | Added |
| North Star Asset Management Inc | 14,307 | $1.15M | 0.05% | +1,841+14.8% | Added |
| Mountain Pacific Investment Advisers Inc | 14,338 | $1.15M | 0.08% | −3,296−18.7% | Reduced |
| Sittner & Nelson, LLC | 14,362 | $1.15M | 0.46% | −299−2.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,368 | $1.15M | 0.09% | +1,020+7.6% | Added |
| Cascade Investment Advisors, Inc. | 14,407 | $1.15M | 0.74% | −13−0.1% | Reduced |
| Fragasso Group Inc. | 14,413 | $1.15M | 0.08% | +312+2.2% | Added |
| Becker Capital Management Inc | 14,447 | $1.16M | 0.04% | +1,869+14.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 14,486 | $1.16M | 0.03% | −12,340−46.0% | Reduced |
| Salem Investment Counselors Inc | 14,552 | $1.17M | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,557 | $1.17M | 0.16% | −128−0.9% | Reduced |
| Jupiter Wealth Management LLC | 15,000 | $1.17M | 0.59% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 14,585 | $1.17M | 0.03% | +1,808+14.2% | Added |
| Knollwood Investment Advisory, LLC | 14,587 | $1.17M | 0.11% | 00.0% | Unchanged |
| South State Corp. | 14,632 | $1.17M | 0.05% | +1,190+8.9% | Added |
| Cornerstone Wealth Management, LLC | 14,642 | $1.17M | 0.07% | −843−5.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 14,646 | $1.17M | 0.15% | −1,782−10.8% | Reduced |
| Capital Markets Trading UK LLP | 14,667 | $1.18M | 1.33% | −17,389−54.2% | Reduced |
| Principle Wealth Partners LLC | 14,720 | $1.18M | 0.07% | +40+0.3% | Added |
| Sendero Wealth Management, LLC | 14,730 | $1.18M | 0.15% | −1,279−8.0% | Reduced |
| MTM Investment Management, LLC | 14,781 | $1.18M | 0.40% | +50.0% | Added |
| Lafayette Investments, Inc. | 14,795 | $1.19M | 0.24% | −600−3.9% | Reduced |
| Financial Engines Advisors L.L.C. | 14,793 | $1.19M | 0.00% | +815+5.8% | Added |
| Lodestar Private Asset Management LLC | 14,806 | $1.19M | 0.14% | −5,797−28.1% | Reduced |
| Raleigh Capital Management Inc. | 14,817 | $1.19M | 0.50% | −133−0.9% | Reduced |
| WP Advisors, LLC | 14,850 | $1.19M | 0.33% | −48−0.3% | Reduced |
| Hexagon Capital Partners LLC | 14,900 | $1.19M | 0.27% | −535−3.5% | Reduced |
| Berger Financial Group, Inc | 14,901 | $1.19M | 0.08% | +2,502+20.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,937 | $1.20M | 0.05% | −137−0.9% | Reduced |
| Clarendon Private LLC | 14,972 | $1.20M | 1.15% | +1,703+12.8% | Added |
| Brucke Financial, Inc. | 14,991 | $1.20M | 0.83% | −97−0.6% | Reduced |
| Tyche Wealth Partners LLC | 15,008 | $1.20M | 0.24% | +1,529+11.3% | Added |
| Castle Rock Wealth Management, LLC | 14,873 | $1.20M | 0.28% | +25+0.2% | Added |
| Plancorp, LLC | 15,101 | $1.21M | 0.04% | −248−1.6% | Reduced |
| Hutner Capital Management Inc | 15,118 | $1.21M | 0.55% | +10.0% | Added |
| Intrinsic Value Partners, LLC | 15,182 | $1.22M | 1.08% | −93−0.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15,195 | $1.22M | 0.00% | +2,961+24.2% | Added |
| Tranquilli Financial Advisor LLC | 15,204 | $1.22M | 0.75% | +586+4.0% | Added |
| Sawyer & Company, Inc | 14,755 | $1.22M | 0.44% | −1,251−7.8% | Reduced |
| North Star Investment Management Corp. | 15,253 | $1.22M | 0.09% | +30.0% | Added |
| Sterling Investment Management, Inc. | 15,295 | $1.23M | 0.81% | −72−0.5% | Reduced |
| Quilter Plc | 15,323 | $1.23M | 0.02% | 00.0% | Unchanged |
| Thomasville National Bank | 15,355 | $1.23M | 0.08% | +588+4.0% | Added |
| Longfellow Investment Management Co LLC | 15,380 | $1.23M | 0.30% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 15,400 | $1.23M | 0.02% | −107−0.7% | Reduced |
| Scott Marsh Financial, LLC | 15,576 | $1.25M | 0.46% | +15,576 | New |
| Ocean Capital Management, LLC | 15,576 | $1.25M | 0.27% | +1,217+8.5% | Added |
| Continuum Advisory, LLC | 15,618 | $1.25M | 0.15% | −3,637−18.9% | Reduced |
| Lantz Financial LLC | 15,626 | $1.25M | 0.31% | +36+0.2% | Added |
| Boothbay Fund Management, LLC | 15,702 | $1.26M | 0.04% | −48,115−75.4% | Reduced |
| Change Path, LLC | 15,733 | $1.26M | 0.03% | +782+5.2% | Added |
| LMCG Investments, LLC | 15,737 | $1.26M | 0.08% | −690−4.2% | Reduced |
| Beutel, Goodman & Co Ltd. | 15,765 | $1.26M | 0.01% | −750−4.5% | Reduced |
| BLB&B Advisors, LLC | 15,790 | $1.27M | 0.06% | −1,046−6.2% | Reduced |
| SageView Advisory Group, LLC | 15,288 | $1.27M | 0.05% | +547+3.7% | Added |
| Gryphon Financial Partners LLC | 15,943 | $1.28M | 0.17% | +606+4.0% | Added |
| Chicago Trust Co NA | 15,955 | $1.28M | 0.18% | +3,730+30.5% | Added |
| Lipe & Dalton | 15,968 | $1.28M | 0.69% | 00.0% | Unchanged |
| Alteri Wealth LLC | 16,014 | $1.28M | 0.50% | +3,575+28.7% | Added |
| GeoWealth Management, LLC | 16,116 | $1.29M | 0.05% | −244−1.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 16,120 | $1.29M | 0.29% | +16,120 | New |
| Campbell & CO Investment Adviser LLC | 16,166 | $1.30M | 0.08% | +1,607+11.0% | Added |
| Kathmere Capital Management, LLC | 16,231 | $1.30M | 0.10% | +1,593+10.9% | Added |
| Capital Investment Advisory Services, LLC | 16,294 | $1.31M | 0.11% | +1,272+8.5% | Added |
| Cypress Wealth Services, LLC | 16,335 | $1.31M | 0.23% | −1,242−7.1% | Reduced |
| Integrity Alliance, LLC. | 16,356 | $1.31M | 0.07% | −2,536−13.4% | Reduced |
| Prudent Man Advisors, LLC | 16,370 | $1.31M | 0.42% | −2,328−12.5% | Reduced |
| Lebenthal Global Advisors, LLC | 16,425 | $1.32M | 0.25% | +1,135+7.4% | Added |
| ICONIQ Capital, LLC | 16,431 | $1.32M | 0.02% | −1,138−6.5% | Reduced |
| Providence Wealth Advisors, LLC | 17,030 | $1.32M | 0.90% | +725+4.4% | Added |
| Bridgewealth Advisory Group, LLC | 16,548 | $1.33M | 0.34% | +16,548 | New |
| Midwest Trust Co | 16,560 | $1.33M | 0.02% | +16,560 | New |
| Clarius Group, LLC | 16,566 | $1.33M | 0.08% | −2,311−12.2% | Reduced |
| Palisade Asset Management, LLC | 16,589 | $1.33M | 0.13% | 00.0% | Unchanged |
| City National Bank of Florida | 16,612 | $1.33M | 0.97% | +3,960+31.3% | Added |
| First City Capital Management, Inc. | 16,626 | $1.33M | 0.77% | −25−0.2% | Reduced |
| AdvisorNet Financial, Inc | 16,635 | $1.33M | 0.09% | +1,598+10.6% | Added |
| Knuff & Co LLC | 16,692 | $1.34M | 0.42% | 00.0% | Unchanged |
| Graypoint LLC | 16,707 | $1.34M | 0.08% | −997−5.6% | Reduced |
| Syverson Strege & Co | 16,714 | $1.34M | 0.32% | +13,786+470.8% | Added |
| West Family Investments, Inc. | 16,721 | $1.34M | 0.35% | +6,390+61.9% | Added |
| Fiduciary Alliance LLC | 16,748 | $1.34M | 0.10% | −2,298−12.1% | Reduced |
| Hilltop National Bank | 16,795 | $1.35M | 0.35% | +16,795 | New |
| Busey Wealth Management | 16,850 | $1.35M | 0.04% | −166−1.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,859 | $1.35M | 0.29% | +11,742+229.5% | Added |
| Nicolet Bankshares Inc | 16,879 | $1.35M | 0.23% | −19−0.1% | Reduced |
| Ancora Advisors, LLC | 16,904 | $1.35M | 0.03% | −620−3.5% | Reduced |
| Great Valley Advisor Group, Inc. | 16,909 | $1.36M | 0.03% | −550−3.2% | Reduced |
| Revisor Wealth Management LLC | 16,473 | $1.36M | 0.49% | +16,473 | New |
| Boltwood Capital Management | 16,950 | $1.36M | 0.39% | +50+0.3% | Added |
| MASTERINVEST Kapitalanlage GmbH | 16,968 | $1.36M | 0.14% | +16,968 | New |