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 |
|---|---|---|---|---|---|
| Shayne & Co., LLC | 46,969 | $3.76M | 1.24% | −1,208−2.5% | Reduced |
| Clear Harbor Asset Management, LLC | 47,093 | $3.77M | 0.28% | +470+1.0% | Added |
| Convergence Investment Partners, LLC | 47,194 | $3.78M | 0.96% | −5,484−10.4% | Reduced |
| Transcend Wealth Collective, LLC | 47,323 | $3.79M | 0.29% | −1,181−2.4% | Reduced |
| LMG Wealth Partners, LLC | 47,460 | $3.80M | 0.78% | +36,840+346.9% | Added |
| Somerset Group LLC | 47,500 | $3.81M | 3.22% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 47,512 | $3.81M | 0.10% | +1,416+3.1% | Added |
| Qtron Investments LLC | 47,721 | $3.82M | 0.49% | −1,739−3.5% | Reduced |
| Long Run Wealth Advisors, LLC | 48,040 | $3.85M | 0.81% | −2,510−5.0% | Reduced |
| Caisse des Depots Et Consignations | 48,355 | $3.87M | 0.16% | +48,355 | New |
| NVWM, LLC | 48,495 | $3.89M | 0.94% | +8,663+21.7% | Added |
| HF Advisory Group, LLC | 48,644 | $3.90M | 1.54% | +6,738+16.1% | Added |
| Gladstone Institutional Advisory LLC | 48,737 | $3.90M | 0.16% | +2,708+5.9% | Added |
| Brookmont Capital Management | 49,122 | $3.94M | 2.26% | −20,146−29.1% | Reduced |
| Fundamentun, LLC | 49,145 | $3.94M | 0.18% | +38,517+362.4% | Added |
| Moody National Bank Trust Division | 49,196 | $3.94M | 0.36% | +3,201+7.0% | Added |
| Fiduciary Trust Co | 49,354 | $3.95M | 0.05% | +625+1.3% | Added |
| Pavion Blue Capital, LLC | 49,472 | $3.96M | 1.76% | −1,204−2.4% | Reduced |
| IMS Capital Management | 49,517 | $3.97M | 1.85% | +741+1.5% | Added |
| Stonebridge Capital Advisors LLC | 49,819 | $3.99M | 0.30% | −849−1.7% | Reduced |
| Great Lakes Retirement, Inc. | 49,950 | $4.00M | 0.47% | +18,961+61.2% | Added |
| BDF-Gestion | 50,000 | $4.01M | 0.45% | +50,000 | New |
| SOL Capital Management CO | 50,313 | $4.03M | 0.39% | −200−0.4% | Reduced |
| 44 Wealth Management LLC | 50,465 | $4.04M | 1.43% | −208−0.4% | Reduced |
| Cohen Investment Advisors LLC | 50,576 | $4.05M | 2.12% | +1,442+2.9% | Added |
| Wetherby Asset Management Inc | 50,735 | $4.06M | 0.18% | +50,735 | New |
| Pitcairn Co | 50,798 | $4.07M | 0.27% | −7,794−13.3% | Reduced |
| Haverford Trust Co | 50,904 | $4.08M | 0.04% | −4,248−7.7% | Reduced |
| Slagle Financial, LLC | 50,908 | $4.08M | 1.64% | +46,787+1,135.3% | Added |
| Asio Capital, LLC | 51,146 | $4.10M | 0.68% | +1,757+3.6% | Added |
| Cynosure Management, LLC | 51,198 | $4.10M | 0.46% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 51,200 | $4.10M | 1.39% | +800+1.6% | Added |
| Harvest Fund Management Co., Ltd | 55,974 | $4.11M | 0.19% | +14,715+35.7% | Added |
| Focus Financial Network, Inc. | 51,320 | $4.11M | 0.16% | −2,114−4.0% | Reduced |
| Advisors Asset Management, Inc. | 51,363 | $4.12M | 0.07% | −4,221−7.6% | Reduced |
| Westfield Capital Management Co LP | 51,482 | $4.12M | 0.02% | +51,482 | New |
| AlphaStar Capital Management, LLC | 51,774 | $4.15M | 0.29% | +51,774 | New |
| Perkins Coie Trust Co | 51,812 | $4.15M | 0.71% | −165−0.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51,835 | $4.15M | 0.14% | +1,540+3.1% | Added |
| Associated Banc-Corp | 51,853 | $4.15M | 0.12% | −803−1.5% | Reduced |
| Verdence Capital Advisors LLC | 51,919 | $4.16M | 0.28% | +1,873+3.7% | Added |
| Wedbush Securities Inc | 52,045 | $4.17M | 0.15% | −29,132−35.9% | Reduced |
| Valeo Financial Advisors, LLC | 52,108 | $4.17M | 0.10% | +2,493+5.0% | Added |
| Quad-Cities Investment Group, LLC | 52,238 | $4.19M | 1.90% | −137−0.3% | Reduced |
| Huntington National Bank | 52,680 | $4.22M | 0.03% | +530+1.0% | Added |
| Checchi Capital Advisers, LLC | 52,744 | $4.23M | 0.29% | −2,751−5.0% | Reduced |
| Vontobel Holding Ltd. | 52,873 | $4.24M | 0.01% | −23,048−30.4% | Reduced |
| Portside Wealth Group, LLC | 52,935 | $4.24M | 0.63% | +1,745+3.4% | Added |
| Norden Group LLC | 53,006 | $4.25M | 0.46% | +1,609+3.1% | Added |
| 3Chopt Investment Partners, LLC | 53,147 | $4.26M | 1.02% | +1,857+3.6% | Added |
| GAMMA Investing LLC | 53,302 | $4.27M | 0.27% | +6,038+12.8% | Added |
| Moors & Cabot, Inc. | 53,617 | $4.30M | 0.20% | +4,854+10.0% | Added |
| Forum Financial Management, LP | 53,886 | $4.32M | 0.07% | −2,202−3.9% | Reduced |
| Wynn Capital, LLC | 54,576 | $4.37M | 2.33% | −160−0.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 54,679 | $4.38M | 0.98% | +3,954+7.8% | Added |
| Geneos Wealth Management Inc. | 54,907 | $4.40M | 0.11% | +4,662+9.3% | Added |
| Winton Group Ltd | 54,910 | $4.40M | 0.22% | +26,897+96.0% | Added |
| Summit Global Investments | 55,109 | $4.42M | 0.26% | +55,109 | New |
| Paradigm Asset Management Co LLC | 55,352 | $4.43M | 1.09% | −9,000−14.0% | Reduced |
| LGT Fund Management Co Ltd. | 55,885 | $4.48M | 0.39% | −21,167−27.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 55,989 | $4.49M | 0.82% | +4,111+7.9% | Added |
| Lowe Brockenbrough & Co Inc | 56,642 | $4.54M | 0.26% | +20.0% | Added |
| Sigma Planning Corp | 56,835 | $4.55M | 0.14% | +3,623+6.8% | Added |
| Parcion Private Wealth LLC | 57,047 | $4.57M | 0.33% | +131+0.2% | Added |
| Signet Financial Management, LLC | 57,100 | $4.57M | 0.57% | −230.0% | Reduced |
| Bank of Stockton | 57,183 | $4.58M | 1.36% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 57,406 | $4.60M | 0.36% | −490−0.8% | Reduced |
| Acadian Asset Management LLC | 57,719 | $4.62M | 0.01% | −145,637−71.6% | Reduced |
| Peapack Gladstone Financial Corp | 58,248 | $4.67M | 0.07% | −4,814−7.6% | Reduced |
| Shelton Capital Management | 58,404 | $4.68M | 0.11% | −25,572−30.5% | Reduced |
| Fayez Sarofim & Co | 58,816 | $4.71M | 0.01% | +1,963+3.5% | Added |
| Regions Financial Corp | 58,817 | $4.71M | 0.03% | +8,093+16.0% | Added |
| Sterling Capital Management LLC | 58,852 | $4.72M | 0.07% | +2,243+4.0% | Added |
| SG Americas Securities, LLC | 59,131 | $4.74M | 0.02% | −4,846−7.6% | Reduced |
| Dark Forest Capital Management LP | 59,275 | $4.75M | 0.19% | +2,364+4.2% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 59,542 | $4.77M | 2.61% | 00.0% | Unchanged |
| Ethic Inc. | 60,381 | $4.80M | 0.09% | +1,752+3.0% | Added |
| Clayton Partners LLC | 60,017 | $4.81M | 4.04% | −6,133−9.3% | Reduced |
| Guardian Partners Inc. | 58,847 | $4.81M | 0.43% | +1,500+2.6% | Added |
| Quantitative Investment Management, LLC | 60,164 | $4.82M | 0.65% | +35,476+143.7% | Added |
| Cullen/Frost Bankers, Inc. | 60,591 | $4.85M | 0.06% | −964−1.6% | Reduced |
| Centaurus Financial, Inc. | 60,607 | $4.86M | 0.28% | +23,549+63.5% | Added |
| Drucker Wealth 3.0, LLC | 59,411 | $4.86M | 0.94% | −22,591−27.5% | Reduced |
| BWM Planning, LLC | 61,035 | $4.89M | 1.68% | +1,020+1.7% | Added |
| Balance Wealth, LLC | 61,531 | $4.93M | 2.89% | −293−0.5% | Reduced |
| Oldfather Financial Services, LLC | 61,759 | $4.95M | 1.70% | +35+0.1% | Added |
| Stevens Capital Management LP | 62,442 | $5.00M | 1.36% | +30,093+93.0% | Added |
| Signaturefd, LLC | 63,173 | $5.06M | 0.09% | +1,019+1.6% | Added |
| First National Advisers, LLC | 63,250 | $5.07M | 0.74% | −250−0.4% | Reduced |
| Waterloo Capital, L.P. | 63,398 | $5.08M | 0.41% | +2,961+4.9% | Added |
| Crestwood Advisors Group LLC | 63,546 | $5.09M | 0.09% | −484−0.8% | Reduced |
| Coldstream Capital Management Inc | 63,683 | $5.10M | 0.08% | +11,578+22.2% | Added |
| Cinctive Capital Management LP | 63,873 | $5.12M | 0.29% | −164,102−72.0% | Reduced |
| Oppenheimer & Co Inc | 64,056 | $5.13M | 0.07% | −2,710−4.1% | Reduced |
| Montag A & Associates Inc | 64,057 | $5.13M | 0.25% | +13,682+27.2% | Added |
| Robinson Value Management, Ltd. | 64,437 | $5.16M | 3.24% | −437−0.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 64,985 | $5.21M | 0.22% | +11,305+21.1% | Added |
| Bessemer Group Inc | 65,049 | $5.21M | 0.01% | +802+1.2% | Added |
| Daymark Wealth Partners, LLC | 65,179 | $5.22M | 0.20% | −1,336−2.0% | Reduced |
| Pinnacle Financial Partners Inc | 65,522 | $5.25M | 0.11% | −1,112−1.7% | Reduced |