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; 2,882 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 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 16,991 | $1.36M | 0.04% | +66+0.4% | Added |
| Diligent Investors, LLC | 17,014 | $1.36M | 0.32% | −86−0.5% | Reduced |
| Heritage Trust Co | 17,043 | $1.37M | 0.16% | +2,287+15.5% | Added |
| Net Worth Advisory Group | 17,079 | $1.37M | 0.30% | +2,326+15.8% | Added |
| Potentia Wealth | 17,112 | $1.37M | 0.78% | 00.0% | Unchanged |
| Severin Investments, LLC | 17,131 | $1.37M | 1.29% | −400−2.3% | Reduced |
| Savvy Advisors, Inc. | 17,149 | $1.37M | 0.09% | +4,356+34.0% | Added |
| Alta Advisers Ltd | 17,207 | $1.38M | 0.49% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 17,243 | $1.38M | 0.61% | +133+0.8% | Added |
| Delap Wealth Advisory, LLC | 17,337 | $1.39M | 0.67% | −825−4.5% | Reduced |
| Headlands Technologies LLC | 17,354 | $1.39M | 0.17% | −49,764−74.1% | Reduced |
| StoneX Group Inc. | 17,357 | $1.39M | 0.07% | +3,410+24.4% | Added |
| Belpointe Asset Management LLC | 17,390 | $1.39M | 0.06% | +5,621+47.8% | Added |
| BBR Partners, LLC | 17,409 | $1.39M | 0.09% | −30−0.2% | Reduced |
| Harold Davidson & Associates Inc. | 17,421 | $1.40M | 0.90% | +17,421 | New |
| Garrison Point Advisors, LLC | 17,434 | $1.40M | 0.64% | −100−0.6% | Reduced |
| Hedges Asset Management LLC | 17,500 | $1.40M | 1.13% | −6,000−25.5% | Reduced |
| Essex Savings Bank | 17,632 | $1.41M | 0.34% | −18−0.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 17,637 | $1.41M | 0.12% | +76+0.4% | Added |
| Affinity Investment Advisors, LLC | 17,644 | $1.41M | 1.07% | −1,374−7.2% | Reduced |
| Accredited Investors Inc. | 17,662 | $1.42M | 0.08% | +3,055+20.9% | Added |
| GAM Holding AG | 17,670 | $1.42M | 0.10% | +17,670 | New |
| Wharton Business Group, LLC | 17,695 | $1.42M | 0.06% | 00.0% | Unchanged |
| Dakota Wealth Management | 17,712 | $1.42M | 0.03% | +483+2.8% | Added |
| Jacobi Capital Management LLC | 17,766 | $1.42M | 0.09% | +182+1.0% | Added |
| Mesirow Financial Investment Management, Inc. | 17,796 | $1.43M | 0.03% | −19,268−52.0% | Reduced |
| Keystone Financial Services | 17,800 | $1.43M | 0.49% | +419+2.4% | Added |
| Keel Point, LLC | 17,820 | $1.43M | 0.09% | +3,677+26.0% | Added |
| RIA Advisory Group LLC | 17,846 | $1.43M | 0.42% | +30.0% | Added |
| Valtinson Bruner Financial Planning LLC | 17,860 | $1.43M | 0.45% | +27+0.2% | Added |
| First National Trust Co | 17,878 | $1.43M | 0.05% | −312−1.7% | Reduced |
| Barbara Oil Co. | 18,000 | $1.44M | 0.57% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 18,009 | $1.44M | 0.05% | +131+0.7% | Added |
| Northern Oak Wealth Management Inc | 18,026 | $1.44M | 0.18% | +231+1.3% | Added |
| Sentry LLC | 18,137 | $1.45M | 0.29% | −278−1.5% | Reduced |
| Eclectic Associates Inc | 18,148 | $1.45M | 0.32% | +2,363+15.0% | Added |
| Canandaigua National Bank & Trust Co | 18,179 | $1.46M | 0.13% | +10,056+123.8% | Added |
| Accretive Wealth Partners, LLC | 18,194 | $1.46M | 0.48% | +12,764+235.1% | Added |
| Excalibur Management Corp | 18,238 | $1.46M | 0.55% | −308−1.7% | Reduced |
| Capital Group Private Client Services, Inc. | 18,293 | $1.47M | 0.01% | −4,641−20.2% | Reduced |
| Essex Financial Services, Inc. | 18,358 | $1.47M | 0.10% | +277+1.5% | Added |
| MV Capital Management, Inc. | 18,358 | $1.47M | 0.15% | +47+0.3% | Added |
| Main Street Research LLC | 18,382 | $1.47M | 0.09% | −500−2.6% | Reduced |
| Annandale Capital, LLC | 18,443 | $1.48M | 0.27% | +70.0% | Added |
| Retirement Planning Co of New England, Inc. | 18,471 | $1.48M | 0.66% | +37+0.2% | Added |
| Trust Co of Toledo NA | 18,514 | $1.48M | 0.16% | −995−5.1% | Reduced |
| William B. Walkup & Associates, Inc. | 18,637 | $1.49M | 0.88% | −30−0.2% | Reduced |
| First Dallas Securities Inc. | 18,680 | $1.50M | 0.59% | −598−3.1% | Reduced |
| Lazari Capital Management, Inc. | 18,740 | $1.50M | 0.57% | +494+2.7% | Added |
| M.E. Allison & Co., Inc. | 18,752 | $1.50M | 1.21% | −633−3.3% | Reduced |
| IHT Wealth Management, LLC | 18,766 | $1.50M | 0.04% | +1,365+7.8% | Added |
| LexAurum Advisors, LLC | 18,799 | $1.51M | 0.24% | +70.0% | Added |
| Investors Asset Management of Georgia Inc | 18,804 | $1.51M | 0.70% | +23+0.1% | Added |
| PMC FIG Opportunities LLC | 18,852 | $1.51M | 2.25% | +852+4.7% | Added |
| Insigneo Advisory Services, LLC | 18,917 | $1.52M | 0.13% | +2,343+14.1% | Added |
| Courier Capital LLC | 18,947 | $1.52M | 0.09% | +19+0.1% | Added |
| Wrapmanager Inc | 18,970 | $1.52M | 0.37% | −9,611−33.6% | Reduced |
| First Bank & Trust | 19,114 | $1.53M | 0.27% | −395−2.0% | Reduced |
| Caldwell Trust Co | 19,199 | $1.54M | 0.15% | −200−1.0% | Reduced |
| Chicago Capital, LLC | 19,256 | $1.54M | 0.04% | +90.0% | Added |
| Washington Trust Bank | 19,265 | $1.54M | 0.13% | +529+2.8% | Added |
| American State Bank (Iowa) | 19,272 | $1.54M | 0.85% | −152−0.8% | Reduced |
| Northwest & Ethical Investments L.P. | 19,447 | $1.55M | 0.04% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 19,388 | $1.55M | 0.48% | +19,388 | New |
| Hilltop Holdings Inc. | 19,459 | $1.56M | 0.10% | +520+2.7% | Added |
| VestGen Advisors, LLC | 19,617 | $1.56M | 0.06% | +1,737+9.7% | Added |
| Tealwood Asset Management Inc | 19,525 | $1.56M | 0.70% | 00.0% | Unchanged |
| PFG Investments, LLC | 19,688 | $1.58M | 0.09% | +1,622+9.0% | Added |
| Kennedy Investment Group | 19,859 | $1.59M | 0.68% | +611+3.2% | Added |
| Breakwater Capital Group | 19,975 | $1.60M | 0.26% | −60−0.3% | Reduced |
| Leisure Capital Management | 19,981 | $1.60M | 0.60% | +9,145+84.4% | Added |
| Harbor Advisors LLC | 20,000 | $1.60M | 0.26% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20,095 | $1.61M | 0.02% | −54−0.3% | Reduced |
| First Financial Bank - Trust Division | 20,110 | $1.61M | 0.14% | −581−2.8% | Reduced |
| Fulton Bank, N.A. | 20,132 | $1.61M | 0.06% | +1,594+8.6% | Added |
| Unique Wealth Strategies, LLC | 20,142 | $1.61M | 0.68% | −253−1.2% | Reduced |
| LS Investment Advisors, LLC | 20,213 | $1.62M | 0.24% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 20,226 | $1.62M | 0.97% | −200−1.0% | Reduced |
| Citadel Investment Advisory, Inc. | 20,341 | $1.63M | 0.79% | −700−3.3% | Reduced |
| Walleye Trading LLC | 20,382 | $1.63M | 0.04% | −56,804−73.6% | Reduced |
| Level Four Advisory Services, LLC | 20,383 | $1.63M | 0.06% | −542−2.6% | Reduced |
| Point72 (DIFC) Ltd | 20,426 | $1.64M | 0.13% | +20,426 | New |
| Sage Mountain Advisors LLC | 20,449 | $1.64M | 0.11% | +2,084+11.3% | Added |
| TRUE Private Wealth Advisors | 20,501 | $1.64M | 0.18% | +211+1.0% | Added |
| Sunbelt Securities, Inc. | 23,415 | $1.64M | 0.15% | +2,817+13.7% | Added |
| CX Institutional | 20,526 | $1.65M | 0.06% | +382+1.9% | Added |
| Armis Advisers, LLC | 20,062 | $1.65M | 0.13% | +8,062+67.2% | Added |
| Founders Financial Securities LLC | 20,632 | $1.65M | 0.13% | −8,345−28.8% | Reduced |
| Credit Industriel Et Commercial | 20,661 | $1.66M | 0.26% | −5,950−22.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 20,751 | $1.66M | 0.31% | +356+1.7% | Added |
| Ransom Advisory, Ltd | 20,786 | $1.67M | 0.79% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 20,993 | $1.68M | 0.03% | +786+3.9% | Added |
| Everhart Financial Group, Inc. | 21,051 | $1.69M | 0.19% | +1,561+8.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 21,078 | $1.69M | 0.20% | +30.0% | Added |
| LJI Wealth Management, LLC | 21,115 | $1.69M | 0.29% | +16+0.1% | Added |
| Sage Rhino Capital LLC | 21,215 | $1.70M | 0.36% | +1,696+8.7% | Added |
| Martin & Co Inc | 21,237 | $1.70M | 0.31% | −40.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 21,473 | $1.72M | 0.10% | +16,802+359.7% | Added |
| Country Club Bank | 21,681 | $1.72M | 0.11% | −135−0.6% | Reduced |
| Louisbourg Investments Inc. | 28,844 | $1.73M | 0.41% | 00.0% | Unchanged |