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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 28,031 | $2.25M | 0.16% | −13,019−31.7% | Reduced |
| Potomac Fund Management Inc | 28,146 | $2.25M | 0.13% | −404−1.4% | Reduced |
| London Co of Virginia | 28,141 | $2.25M | 0.01% | −164−0.6% | Reduced |
| N.E.W. Advisory Services LLC | 28,181 | $2.26M | 0.22% | −1,655−5.5% | Reduced |
| Mystic Asset Management, Inc. | 28,235 | $2.26M | 0.55% | +215+0.8% | Added |
| First Citizens Bank & Trust Co | 28,257 | $2.26M | 0.04% | −8,375−22.9% | Reduced |
| Round Hill Asset Management | 28,442 | $2.28M | 1.54% | −555−1.9% | Reduced |
| Rothschild Investment LLC | 28,666 | $2.30M | 0.14% | −33−0.1% | Reduced |
| Sit Investment Associates Inc | 28,700 | $2.30M | 0.05% | +28,700 | New |
| U.S. Capital Wealth Advisors, LLC | 28,810 | $2.31M | 0.07% | +270+0.9% | Added |
| Private Wealth Asset Management, LLC | 28,886 | $2.31M | 0.31% | −2,626−8.3% | Reduced |
| Diversify Wealth Management, LLC | 29,154 | $2.32M | 0.14% | −524−1.8% | Reduced |
| Argent Advisors, Inc. | 28,949 | $2.32M | 0.72% | +316+1.1% | Added |
| Carret Asset Management, LLC | 29,112 | $2.33M | 0.25% | −610−2.1% | Reduced |
| Massmutual Trust Co FSB | 29,263 | $2.34M | 0.06% | +462+1.6% | Added |
| Lawson Kroeker Investment Management Inc | 29,445 | $2.36M | 0.44% | +1,771+6.4% | Added |
| Sound View Wealth Advisors Group, LLC | 29,539 | $2.37M | 0.17% | +22,176+301.2% | Added |
| Neville Rodie & Shaw Inc | 29,602 | $2.37M | 0.18% | −3,821−11.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,610 | $2.37M | 0.05% | +799+2.8% | Added |
| Tradition Wealth Management, LLC | 29,611 | $2.37M | 0.19% | −809−2.7% | Reduced |
| Laurion Capital Management LP | 29,660 | $2.38M | 0.27% | +29,660 | New |
| Shelton Wealth Management, LLC | 29,675 | $2.38M | 1.20% | +21+0.1% | Added |
| Roxbury Financial LLC | 29,727 | $2.38M | 2.32% | −249−0.8% | Reduced |
| Cary Street Partners Financial LLC | 29,768 | $2.39M | 0.07% | +16,239+120.0% | Added |
| Coppell Advisory Solutions LLC | 30,068 | $2.39M | 0.29% | −5,603−15.7% | Reduced |
| YHB Investment Advisors, Inc. | 29,839 | $2.39M | 0.18% | −2,153−6.7% | Reduced |
| Xcel Wealth Management, LLC | 29,875 | $2.39M | 0.68% | +306+1.0% | Added |
| Triangle Securities Wealth Management | 29,899 | $2.40M | 0.59% | −4,708−13.6% | Reduced |
| Pacifica Partners Inc. | 30,193 | $2.40M | 0.97% | +455+1.5% | Added |
| Snowden Capital Advisors LLC | 29,981 | $2.40M | 0.07% | +3,347+12.6% | Added |
| SPX Equities Gestao de Recursos Ltda | 30,000 | $2.40M | 0.23% | +30,000 | New |
| Evergreen Capital Management LLC | 30,038 | $2.41M | 0.07% | +465+1.6% | Added |
| Harbour Investments, Inc. | 30,171 | $2.42M | 0.06% | +1,422+4.9% | Added |
| Frank, Rimerman Advisors LLC | 30,238 | $2.42M | 0.16% | +6,858+29.3% | Added |
| Wilkinson Global Asset Management LLC | 30,400 | $2.44M | 0.15% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 30,412 | $2.44M | 0.68% | +170+0.6% | Added |
| Granite Investment Partners, LLC | 30,587 | $2.45M | 0.12% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 30,781 | $2.47M | 0.09% | −2,211−6.7% | Reduced |
| Bailard, Inc. | 30,881 | $2.47M | 0.06% | +17,644+133.3% | Added |
| Smith Shellnut Wilson LLC | 30,891 | $2.47M | 1.07% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 30,907 | $2.48M | 0.17% | −26,223−45.9% | Reduced |
| Westmount Partners, LLC | 31,075 | $2.49M | 0.68% | −551−1.7% | Reduced |
| Baker Avenue Asset Management, LP | 31,112 | $2.49M | 0.07% | +1,292+4.3% | Added |
| Fidelis Capital Partners, LLC | 32,281 | $2.51M | 0.23% | +812+2.6% | Added |
| Johnson Investment Counsel Inc | 31,362 | $2.51M | 0.02% | +1,165+3.9% | Added |
| Argus Investors' Counsel, Inc. | 31,422 | $2.52M | 1.79% | +552+1.8% | Added |
| Applied Capital LLC | 31,455 | $2.52M | 1.88% | +150.0% | Added |
| Iams Wealth Management, LLC | 31,483 | $2.52M | 1.16% | −2,528−7.4% | Reduced |
| Atria Wealth Solutions, Inc. | 31,269 | $2.53M | 0.06% | −57,686−64.8% | Reduced |
| Auxier Asset Management | 31,627 | $2.53M | 0.37% | −160−0.5% | Reduced |
| Royal Fund Management, LLC | 31,634 | $2.53M | 0.27% | −250−0.8% | Reduced |
| Silvant Capital Management LLC | 31,859 | $2.55M | 0.10% | −557−1.7% | Reduced |
| National Asset Management, Inc. | 31,955 | $2.56M | 0.12% | −11,751−26.9% | Reduced |
| AF Advisors, Inc. | 32,040 | $2.57M | 0.89% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 32,057 | $2.57M | 2.12% | +1,438+4.7% | Added |
| Cigna Investments Inc | 32,057 | $2.57M | 0.44% | −1,015−3.1% | Reduced |
| Sagespring Wealth Partners, LLC | 32,145 | $2.58M | 0.06% | +5,254+19.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 32,155 | $2.58M | 1.15% | +50.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $2.58M | 0.73% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 32,204 | $2.58M | 0.34% | +5,749+21.7% | Added |
| Ascent Group, LLC | 32,269 | $2.59M | 0.10% | −10,760−25.0% | Reduced |
| Massachusetts Wealth Management | 32,317 | $2.59M | 1.46% | +200+0.6% | Added |
| Northside Capital Management, LLC | 32,349 | $2.59M | 0.20% | +4,819+17.5% | Added |
| Advocate Group LLC | 32,433 | $2.60M | 0.46% | +32,433 | New |
| One Wealth Advisors, LLC | 32,688 | $2.62M | 0.36% | −414−1.3% | Reduced |
| Stoneridge Investment Partners LLC | 32,722 | $2.62M | 1.97% | +20,175+160.8% | Added |
| Aptus Capital Advisors, LLC | 32,759 | $2.62M | 0.03% | +1,193+3.8% | Added |
| Aspire Private Capital, LLC | 32,761 | $2.62M | 0.61% | +1,721+5.5% | Added |
| Oak Thistle LLC | 32,987 | $2.64M | 0.39% | +32,987 | New |
| Talon Private Wealth, LLC | 33,031 | $2.65M | 0.36% | +4,486+15.7% | Added |
| David Loasby | 34,118 | $2.65M | 0.23% | +179+0.5% | Added |
| Bennett Selby Investments LP | 33,168 | $2.66M | 0.95% | +408+1.2% | Added |
| Lummis Asset Management, LP | 33,495 | $2.67M | 1.75% | −256−0.8% | Reduced |
| GM Advisory Group, Inc. | 33,408 | $2.68M | 0.13% | +6,081+22.3% | Added |
| Marks Group Wealth Management, Inc | 33,418 | $2.68M | 0.25% | +3,245+10.8% | Added |
| GHP Investment Advisors, Inc. | 33,462 | $2.68M | 0.12% | +540+1.6% | Added |
| Venture Visionary Partners LLC | 33,856 | $2.71M | 0.10% | −2,014−5.6% | Reduced |
| E Fund Management Co., Ltd. | 33,859 | $2.71M | 0.13% | −8,477−20.0% | Reduced |
| Central Pacific Bank - Trust Division | 33,953 | $2.72M | 0.35% | −1,430−4.0% | Reduced |
| Grimes & Company, Inc. | 33,997 | $2.72M | 0.07% | +1,987+6.2% | Added |
| Miller Investment Management, LP | 34,082 | $2.73M | 0.29% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 34,207 | $2.74M | 0.19% | +34,207 | New |
| We Are One Seven, LLC | 34,215 | $2.74M | 0.09% | +2,557+8.1% | Added |
| Golden State Equity Partners | 34,275 | $2.75M | 0.51% | +1,404+4.3% | Added |
| Johnson Financial Group, Inc. | 34,437 | $2.76M | 0.12% | +1,693+5.2% | Added |
| QV Investors Inc. | 34,497 | $2.76M | 0.27% | +230+0.7% | Added |
| FSB Premier Wealth Management, Inc. | 34,573 | $2.77M | 0.99% | +5,707+19.8% | Added |
| La Banque Postale Asset Management SA | 34,611 | $2.77M | 0.04% | −17,534−33.6% | Reduced |
| Apella Capital, LLC | 33,736 | $2.78M | 0.08% | +2,725+8.8% | Added |
| Polymer Capital Management (US) LLC | 34,794 | $2.79M | 0.46% | +34,794 | New |
| Marotta Asset Management | 35,181 | $2.82M | 0.57% | −56−0.2% | Reduced |
| Marco Investment Management LLC | 35,334 | $2.83M | 0.24% | +5,383+18.0% | Added |
| NBT Bank N A | 35,786 | $2.87M | 0.20% | −251−0.7% | Reduced |
| Naviter Wealth, LLC | 35,903 | $2.88M | 0.35% | +307+0.9% | Added |
| Keystone Wealth Services, LLC | 35,979 | $2.88M | 0.70% | +90.0% | Added |
| Brown Brothers Harriman & Co | 36,030 | $2.89M | 0.02% | +2,645+7.9% | Added |
| Congress Wealth Management LLC | 36,034 | $2.89M | 0.03% | +7,380+25.8% | Added |
| Chicago Partners Investment Group LLC | 34,761 | $2.91M | 0.08% | +632+1.9% | Added |
| Congress Park Capital LLC | 36,324 | $2.91M | 0.95% | +4,173+13.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 36,483 | $2.92M | 0.18% | −103−0.3% | Reduced |