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
- 2,634
- +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
- 951 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 |
|---|---|---|---|---|---|
| Newton One Investments LLC | 308 | $24.7K | 0.01% | +2+0.7% | Added |
| Access Investment Management LLC | 316 | $25.3K | 0.01% | +316 | New |
| Rakuten Securities, Inc. | 318 | $25.5K | 0.01% | −511−61.6% | Reduced |
| Main Street Group, LTD | 320 | $25.6K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 320 | $25.6K | 0.04% | +243+315.6% | Added |
| Red Tortoise LLC | 336 | $26.9K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 340 | $27.2K | 0.00% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 350 | $28.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 352 | $28.2K | 0.00% | −25−6.6% | Reduced |
| Tidemark, LLC | 357 | $28.6K | 0.01% | +62+21.0% | Added |
| Mascoma Wealth Management LLC | 379 | $30.4K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 387 | $31.0K | 0.01% | +387 | New |
| CGC Financial Services, LLC | 396 | $31.7K | 0.01% | +116+41.4% | Added |
| Costello Asset Management, INC | 398 | $31.9K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 400 | $32.0K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 404 | $32.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 422 | $33.8K | 0.01% | −105−19.9% | Reduced |
| Strategic Investment Solutions, Inc. | 426 | $34.1K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 432 | $34.7K | 0.02% | +2+0.5% | Added |
| 1248 Management, LLC | 436 | $34.9K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 450 | $36.1K | 0.04% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 470 | $36.5K | 0.01% | −20−4.1% | Reduced |
| Rialto Wealth Management, LLC | 457 | $36.6K | 0.01% | +46+11.2% | Added |
| JDM Financial Group LLC | 465 | $37.3K | 0.02% | −21−4.3% | Reduced |
| MB, Levis & Associates, LLC | 466 | $37.3K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 470 | $37.7K | 0.03% | +1+0.2% | Added |
| Stone House Investment Management, LLC | 481 | $38.5K | 0.01% | +3+0.6% | Added |
| PFS Partners, LLC | 482 | $38.6K | 0.02% | +171+55.0% | Added |
| Princeton Global Asset Management LLC | 499 | $39.9K | 0.01% | +298+148.3% | Added |
| BankPlus Trust Department | 500 | $40.1K | 0.01% | −528−51.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 500 | $40.1K | 0.02% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 500 | $40.1K | 0.04% | +500 | New |
| Family Legacy Financial Solutions, LLC | 500 | $40.1K | 0.03% | +500 | New |
| Redwood Park Advisors LLC | 505 | $40.4K | 0.03% | −498−49.7% | Reduced |
| Bank of Jackson Hole Trust | 505 | $40.5K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 519 | $41.5K | 0.01% | −57−9.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 521 | $41.7K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 521 | $42.5K | 0.01% | +21+4.2% | Added |
| Quaker Wealth Management, LLC | 532 | $42.6K | 0.01% | +532 | New |
| Point72 Hong Kong Ltd | 533 | $42.7K | 0.00% | −10,876−95.3% | Reduced |
| Vestor Capital, LLC | 434 | $43.0K | 0.00% | −265,964−99.8% | Reduced |
| Archer Investment Corp | 537 | $43.0K | 0.01% | +85+18.8% | Added |
| St. Johns Investment Management Company, LLC | 553 | $44.3K | 0.02% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 570 | $45.7K | 0.04% | +12+2.2% | Added |
| Opal Wealth Advisors, LLC | 576 | $46.1K | 0.01% | −22−3.7% | Reduced |
| Barrett & Company, Inc. | 577 | $46.2K | 0.02% | +100+21.0% | Added |
| Byrne Asset Management LLC | 580 | $46.5K | 0.03% | – | – |
| Hurley Capital, LLC | 581 | $46.5K | 0.03% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 588 | $47.1K | 0.01% | +588 | New |
| Tortoise Investment Management, LLC | 598 | $47.9K | 0.00% | +148+32.9% | Added |
| FSA Wealth Management LLC | 599 | $48.0K | 0.02% | +1+0.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 603 | $48.0K | 0.00% | −11,632−95.1% | Reduced |
| AllSquare Wealth Management LLC | 600 | $48.1K | 0.03% | 00.0% | Unchanged |
| Lavaca Capital LLC | 612 | $49.0K | 0.02% | +50+8.9% | Added |
| Fortis Group Advisors, LLC | 620 | $49.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 627 | $50.3K | 0.00% | −275−30.5% | Reduced |
| LFA - Lugano Financial Advisors SA | 635 | $50.9K | 0.03% | +258+68.4% | Added |
| Valued Wealth Advisors LLC | 643 | $51.5K | 0.03% | −153−19.2% | Reduced |
| Richardson Financial Services Inc. | 663 | $54.0K | 0.04% | +9+1.4% | Added |
| Medallion Wealth Advisors, LLC | 669 | $54.2K | 0.02% | +350+109.7% | Added |
| Nalls Sherbakoff Group, LLC | 690 | $55.3K | 0.04% | +250+56.8% | Added |
| Morse Asset Management, Inc | 695 | $55.7K | 0.01% | +451+184.8% | Added |
| TD Capital Management LLC | 697 | $55.9K | 0.01% | +625+868.1% | Added |
| Cypress Capital Management LLC (WY) | 702 | $56.2K | 0.06% | +702 | New |
| Howard Hughes Medical Institute | 711 | $57.0K | 0.02% | +711 | New |
| Reyes Financial Architecture, Inc. | 728 | $58.3K | 0.05% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 733 | $58.7K | 0.05% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 759 | $60.8K | 0.04% | +1+0.1% | Added |
| Harbor Capital Advisors, Inc. | 767 | $61.0K | 0.00% | +81+11.8% | Added |
| Avalon Trust Co | 770 | $61.7K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 774 | $62.0K | 0.04% | +191+32.8% | Added |
| BNP Paribas | 783 | $62.7K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 780 | $62.9K | 0.05% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 798 | $63.9K | 0.04% | −71−8.2% | Reduced |
| Advantage Trust Co | 800 | $64.1K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 804 | $64.4K | 0.01% | 00.0% | Unchanged |
| Tobam | 817 | $65.0K | 0.03% | −2,689−76.7% | Reduced |
| GFG Capital, LLC | 815 | $65.3K | 0.02% | −12,411−93.8% | Reduced |
| BFSG, LLC | 817 | $65.5K | 0.01% | +1+0.1% | Added |
| Private Wealth Management Group, LLC | 820 | $65.7K | 0.02% | +28+3.5% | Added |
| Quest 10 Wealth Builders, Inc. | 825 | $66.1K | 0.06% | +7+0.9% | Added |
| Alpine Bank Wealth Management | 833 | $66.7K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 839 | $67.2K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 854 | $68.4K | 0.01% | +138+19.3% | Added |
| Signature Resources Capital Management, LLC | 865 | $69.3K | 0.04% | +14+1.6% | Added |
| WPG Advisers, LLC | 870 | $69.7K | 0.06% | +5+0.6% | Added |
| Investors Research Corp | 879 | $70.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 882 | $70.7K | 0.01% | +397+81.9% | Added |
| Vision Financial Markets LLC | 888 | $71.1K | 0.07% | +1+0.1% | Added |
| Crowley Wealth Management, Inc. | 890 | $71.3K | 0.06% | +5+0.6% | Added |
| ORG Wealth Partners, LLC | 880 | $71.7K | 0.02% | +801+1,013.9% | Added |
| Security National Bank | 896 | $71.8K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,218 | $72.3K | 0.04% | +5+0.4% | Added |
| Financial Gravity Companies, Inc. | 928 | $74.4K | 0.01% | +928 | New |
| IMG Wealth Management, Inc. | 940 | $75.3K | 0.06% | +940 | New |
| Foster Dykema Cabot & Partners, LLC | 979 | $78.4K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 996 | $79.8K | 0.04% | −42−4.0% | Reduced |
| Keener Financial Planning LLC | 1,000 | $80.0K | 0.04% | +1,000 | New |
| Ramirez Asset Management, Inc. | 1,000 | $80.1K | 0.01% | −144−12.6% | Reduced |
| Battery Global Advisors, LLC | 1,000 | $80.1K | 0.04% | 00.0% | Unchanged |