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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 21,619 | $1.73M | 0.33% | +3,856+21.7% | Added |
| Pflug Koory, LLC | 21,691 | $1.74M | 0.88% | −50−0.2% | Reduced |
| Generali Investments, Management Co LLC | 21,797 | $1.74M | 0.39% | 00.0% | Unchanged |
| Davidson Trust Co | 21,821 | $1.75M | 0.81% | −407−1.8% | Reduced |
| Modera Wealth Management, LLC | 21,825 | $1.75M | 0.02% | +715+3.4% | Added |
| Gilbert & Cook, Inc. | 21,848 | $1.75M | 0.24% | −2,380−9.8% | Reduced |
| Dynasty Wealth Management, LLC | 21,908 | $1.76M | 0.03% | −2,985−12.0% | Reduced |
| Westpac Banking Corp | 22,105 | $1.77M | 0.12% | −1,904−7.9% | Reduced |
| Collar Capital Management, LLC | 22,132 | $1.77M | 1.49% | +47+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 22,291 | $1.79M | 0.40% | −15−0.1% | Reduced |
| Aaron Wealth Advisors | 22,417 | $1.80M | 0.18% | +1,794+8.7% | Added |
| Welch Group, LLC | 22,467 | $1.80M | 0.08% | +1,006+4.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 22,476 | $1.80M | 0.06% | +1,296+6.1% | Added |
| HBK Sorce Advisory LLC | 22,535 | $1.81M | 0.05% | −2,008−8.2% | Reduced |
| Advanced Portfolio Management, LLC | 22,546 | $1.81M | 5.05% | +17,500+346.8% | Added |
| SeaBridge Investment Advisors LLC | 22,640 | $1.81M | 0.34% | −8,502−27.3% | Reduced |
| Aspiriant, LLC | 22,650 | $1.81M | 0.06% | +769+3.5% | Added |
| Holderness Investments Co | 22,690 | $1.82M | 0.39% | −861−3.7% | Reduced |
| Crux Wealth Advisors | 22,691 | $1.82M | 0.77% | +6,737+42.2% | Added |
| Glaxis Capital Management, LLC | 22,697 | $1.82M | 2.43% | +22,697 | New |
| One Capital Management, LLC | 22,726 | $1.82M | 0.06% | −1,078−4.5% | Reduced |
| Rossmore Private Capital | 22,760 | $1.82M | 0.21% | +426+1.9% | Added |
| Mather Group, LLC. | 22,782 | $1.83M | 0.02% | −642−2.7% | Reduced |
| Hartford Funds Management Co LLC | 22,809 | $1.83M | 0.16% | +572+2.6% | Added |
| Sweeney & Michel, LLC | 22,157 | $1.83M | 0.65% | −623−2.7% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 22,848 | $1.83M | 0.02% | −40,053−63.7% | Reduced |
| Jump Financial, LLC | 22,904 | $1.84M | 0.02% | +2,615+12.9% | Added |
| Fisher Asset Management, LLC | 22,960 | $1.84M | 0.00% | −5,619−19.7% | Reduced |
| JT Stratford LLC | 22,975 | $1.84M | 0.28% | +2,910+14.5% | Added |
| Jaffetilchin Investment Partners, LLC | 23,017 | $1.84M | 0.12% | +144+0.6% | Added |
| Citizens National Bank Trust Department | 23,117 | $1.85M | 0.37% | −100.0% | Reduced |
| EverSource Wealth Advisors, LLC | 23,336 | $1.87M | 0.08% | −177−0.8% | Reduced |
| Fort Sheridan Advisors LLC | 23,470 | $1.88M | 0.27% | −95−0.4% | Reduced |
| Independent Financial Group, LLC | 23,480 | $1.88M | 0.05% | −3,263−12.2% | Reduced |
| Integrated Advisors Network LLC | 23,496 | $1.88M | 0.09% | +59+0.3% | Added |
| Aviso Wealth Management | 23,524 | $1.88M | 0.88% | −589−2.4% | Reduced |
| Fiduciary Group LLC | 23,694 | $1.90M | 0.18% | +20.0% | Added |
| First Horizon Advisors, Inc. | 23,715 | $1.90M | 0.05% | −665−2.7% | Reduced |
| Abn Amro Investment Solutions | 23,730 | $1.90M | 0.04% | +23,730 | New |
| OneAscent Financial Services LLC | 23,605 | $1.91M | 0.14% | −26,269−52.7% | Reduced |
| Kestra Investment Management, LLC | 24,725 | $1.91M | 0.03% | +16,545+202.3% | Added |
| FOCUS Wealth Advisors, LLC | 23,877 | $1.91M | 0.99% | +352+1.5% | Added |
| Aventura Private Wealth, LLC | 23,898 | $1.91M | 0.83% | −640−2.6% | Reduced |
| Leavell Investment Management, Inc. | 23,932 | $1.92M | 0.09% | +2,200+10.1% | Added |
| Meridian Wealth Management, LLC | 23,962 | $1.92M | 0.08% | +4,986+26.3% | Added |
| Vista Investment Management | 23,998 | $1.92M | 0.71% | −267−1.1% | Reduced |
| Insight Advisors, LLC | 24,098 | $1.93M | 0.31% | +25+0.1% | Added |
| National Philanthropic Trust | 24,125 | $1.93M | 0.03% | +44+0.2% | Added |
| Mutual Advisors, LLC | 22,940 | $1.93M | 0.05% | +316+1.4% | Added |
| Cadinha & Co LLC | 24,184 | $1.94M | 0.32% | +30+0.1% | Added |
| Meridian Investment Counsel Inc. | 24,295 | $1.95M | 0.53% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 24,370 | $1.95M | 0.35% | −92,189−79.1% | Reduced |
| NBC Securities, Inc. | 24,422 | $1.96M | 0.16% | +631+2.7% | Added |
| Cito Capital Group, LLC | 24,503 | $1.96M | 0.68% | +3,000+14.0% | Added |
| LOM Asset Management Ltd | 24,495 | $1.96M | 0.66% | +24,495 | New |
| Smartleaf Asset Management LLC | 24,695 | $1.96M | 0.17% | −3,467−12.3% | Reduced |
| Soltis Investment Advisors LLC | 24,599 | $1.97M | 0.15% | +459+1.9% | Added |
| Laurel Wealth Advisors LLC | 24,635 | $1.97M | 0.30% | +300+1.2% | Added |
| Carnegie Capital Asset Management, LLC | 24,689 | $1.98M | 0.04% | −4,255−14.7% | Reduced |
| Journey Strategic Wealth LLC | 24,708 | $1.98M | 0.06% | +6,596+36.4% | Added |
| BLI - Banque de Luxembourg Investments | 25,000 | $1.99M | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 24,869 | $1.99M | 0.61% | −837−3.3% | Reduced |
| West Branch Capital LLC | 24,899 | $1.99M | 0.59% | +2,808+12.7% | Added |
| Jeppson Wealth Management, LLC | 24,910 | $2.00M | 0.69% | −70−0.3% | Reduced |
| Premier Path Wealth Partners, LLC | 24,959 | $2.00M | 0.28% | +1,593+6.8% | Added |
| Nicholas Hoffman & Company, LLC. | 24,987 | $2.00M | 0.05% | +452+1.8% | Added |
| CMT Capital Markets Trading GmbH | 25,000 | $2.00M | 0.96% | +14,250+132.6% | Added |
| Strategic Planning Group, LLC | 25,017 | $2.00M | 0.33% | +21,981+724.0% | Added |
| Chemistry Wealth Management LLC | 25,049 | $2.01M | 0.43% | −148−0.6% | Reduced |
| Resources Management Corp | 25,303 | $2.03M | 0.28% | −687−2.6% | Reduced |
| Trinity Financial Advisors LLC | 25,384 | $2.03M | 0.62% | −94−0.4% | Reduced |
| Adviser Investments LLC | 25,431 | $2.04M | 0.03% | +6,869+37.0% | Added |
| Diversify Advisory Services, LLC | 25,718 | $2.04M | 0.08% | +8,714+51.2% | Added |
| Drive Wealth Management, LLC | 25,516 | $2.04M | 0.45% | −125−0.5% | Reduced |
| Syon Capital LLC | 25,711 | $2.06M | 0.14% | +3,212+14.3% | Added |
| Howard Capital Management Inc. | 25,768 | $2.06M | 0.03% | +2,928+12.8% | Added |
| Silvercrest Asset Management Group LLC | 25,771 | $2.06M | 0.01% | +1,115+4.5% | Added |
| CWC Advisors, LLC. | 25,886 | $2.07M | 1.07% | +692+2.7% | Added |
| Pictet Bank & Trust Ltd | 25,918 | $2.08M | 2.43% | +264+1.0% | Added |
| Everett Harris & Co | 25,921 | $2.08M | 0.03% | −1,600−5.8% | Reduced |
| Archford Capital Strategies, LLC | 25,992 | $2.08M | 0.27% | +7,361+39.5% | Added |
| Conning Inc. | 26,054 | $2.09M | 0.07% | −849−3.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 26,067 | $2.09M | 0.16% | +3,136+13.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 26,168 | $2.10M | 0.10% | −38,361−59.4% | Reduced |
| Arkadios Wealth Advisors | 26,399 | $2.12M | 0.06% | +1,676+6.8% | Added |
| Highland Capital Management, LLC | 26,586 | $2.13M | 0.12% | −1,015−3.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 26,655 | $2.14M | 0.05% | −150−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 26,680 | $2.14M | 0.33% | +8,376+45.8% | Added |
| Dynamic Advisor Solutions LLC | 26,685 | $2.14M | 0.07% | −4,690−14.9% | Reduced |
| Diversified Trust Co | 26,779 | $2.15M | 0.05% | −7,808−22.6% | Reduced |
| Guerra Advisors Inc | 26,845 | $2.15M | 1.02% | +4,534+20.3% | Added |
| Private Trust Co NA | 27,284 | $2.19M | 0.21% | +916+3.5% | Added |
| Walter & Keenan Financial Consulting Co | 27,339 | $2.19M | 0.64% | +686+2.6% | Added |
| Islay Capital Management, LLC | 27,395 | $2.19M | 1.41% | 00.0% | Unchanged |
| Wright Investors Service Inc | 27,526 | $2.21M | 0.67% | +8,045+41.3% | Added |
| Equitable Trust Co | 27,586 | $2.21M | 0.11% | +1,719+6.6% | Added |
| Sustainable Insight Capital Management, LLC | 27,626 | $2.21M | 1.00% | −40,678−59.6% | Reduced |
| Mach-1 Financial Group, Inc. | 27,842 | $2.23M | 0.65% | −14,997−35.0% | Reduced |
| Peak Asset Management, LLC | 27,909 | $2.24M | 0.41% | +196+0.7% | Added |
| Blue Capital, Inc. | 28,003 | $2.24M | 1.59% | +28,003 | New |