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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 1,000 | $80.1K | 0.02% | +1,000 | New |
| Creekmur Asset Management LLC | 1,006 | $80.6K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,014 | $81.2K | 0.03% | −700−40.8% | Reduced |
| Garde Capital, Inc. | 1,017 | $81.5K | 0.00% | +59+6.2% | Added |
| Pittenger & Anderson Inc | 1,035 | $82.9K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 1,050 | $84.1K | 0.05% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,040 | $84.3K | 0.02% | +740+246.7% | Added |
| Cornerstone Planning Group LLC | 1,087 | $84.8K | 0.02% | −165−13.2% | Reduced |
| Frazier Financial Advisors, LLC | 1,061 | $85.0K | 0.06% | −83−7.3% | Reduced |
| Country Trust Bank | 1,068 | $85.6K | 0.00% | +200+23.0% | Added |
| Optimum Investment Advisors | 1,076 | $86.2K | 0.04% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,089 | $87.3K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,094 | $87.7K | 0.02% | +44+4.2% | Added |
| Carderock Capital Management Inc | 1,100 | $88.1K | 0.02% | +1,100 | New |
| ROSS\JOHNSON & Associates LLC | 1,101 | $88.2K | 1.82% | −25−2.2% | Reduced |
| Truvestments Capital LLC | 1,109 | $88.9K | 0.02% | −29,223−96.3% | Reduced |
| Putney Financial Group LLC | 1,121 | $89.8K | 0.09% | −250−18.2% | Reduced |
| Silicon Valley Capital Partners | 1,169 | $93.6K | 0.01% | −1,502−56.2% | Reduced |
| Hoese & Co LLP | 1,174 | $94.1K | 0.08% | +450+62.2% | Added |
| Old Point Trust & Financial Services N A | 1,183 | $94.8K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,183 | $94.8K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,210 | $97.0K | 0.03% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,212 | $97.0K | 0.05% | +5+0.4% | Added |
| Manitou Investment Management Ltd. | 1,220 | $97.7K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,220 | $97.7K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,221 | $97.8K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,225 | $98.1K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 1,239 | $99.0K | 0.02% | −232−15.8% | Reduced |
| RMG Wealth Management LLC | 1,254 | $100.6K | 0.02% | +1,254 | New |
| Clean Yield Group | 1,275 | $102.2K | 0.03% | 00.0% | Unchanged |
| Traub Capital Management LLC | 1,284 | $102.9K | 0.10% | +1,284 | New |
| TruNorth Capital Management, LLC | 1,300 | $104.2K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 1,293 | $104.3K | 0.05% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,308 | $104.8K | 0.01% | +109+9.1% | Added |
| Independence Bank of Kentucky | 1,324 | $106.1K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,341 | $107.4K | 0.02% | +1,116+496.0% | Added |
| Millstone Evans Group, LLC | 1,346 | $107.8K | 0.07% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,346 | $107.8K | 0.03% | +464+52.6% | Added |
| Family CFO Inc | 1,347 | $107.9K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,372 | $109.9K | 0.02% | −55−3.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,380 | $110.6K | 0.18% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,392 | $111.5K | 0.02% | +157+12.7% | Added |
| Rocky Mountain Advisers, LLC | 1,400 | $112.2K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,406 | $112.6K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,413 | $113.9K | 0.09% | +3+0.2% | Added |
| Cranbrook Wealth Management, LLC | 1,425 | $114.2K | 0.02% | −124−8.0% | Reduced |
| Beacon Capital Management, LLC | 1,431 | $114.6K | 0.02% | −55−3.7% | Reduced |
| Ulland Investment Advisors, LLC | 1,435 | $115.0K | 0.09% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,460 | $117.0K | 0.09% | +1,460 | New |
| Centerpoint Advisors, LLC | 1,479 | $118.0K | 0.04% | +16+1.1% | Added |
| Gen-Wealth Partners Inc | 1,485 | $119.0K | 0.05% | −61−3.9% | Reduced |
| American National Bank | 1,491 | $119.5K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,513 | $121.2K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 1,533 | $123.0K | 0.07% | −8−0.5% | Reduced |
| Bogart Wealth, LLC | 1,543 | $123.6K | 0.01% | +230+17.5% | Added |
| Hollencrest Capital Management | 1,548 | $124.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,604 | $128.5K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 1,610 | $129.0K | 0.02% | −240−13.0% | Reduced |
| Ogorek Anthony Joseph | 1,617 | $129.0K | 0.04% | −434−21.2% | Reduced |
| Longview Financial Advisors LLC | 1,653 | $132.4K | 0.08% | 00.0% | Unchanged |
| Rogco, LP | 1,665 | $133.4K | 0.05% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,681 | $134.7K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 1,695 | $135.8K | 0.05% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,695 | $135.8K | 0.05% | +211+14.2% | Added |
| First Community Trust NA | 1,704 | $136.5K | 0.11% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,716 | $137.5K | 0.22% | −8,321−82.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,720 | $137.8K | 0.04% | +94+5.8% | Added |
| Sherman Asset Management, Inc. | 1,729 | $138.5K | 0.12% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,751 | $140.0K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,753 | $140.4K | 0.08% | −155−8.1% | Reduced |
| Clarity Asset Management, Inc. | 1,779 | $142.5K | 0.09% | +505+39.6% | Added |
| Addison Advisors LLC | 1,779 | $142.5K | 0.04% | +237+15.4% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 1,788 | $143.3K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,806 | $144.7K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 1,809 | $144.9K | 0.05% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,839 | $147.3K | 0.01% | −52−2.7% | Reduced |
| MorganRosel Wealth Management, LLC | 1,843 | $147.7K | 0.04% | +843+84.3% | Added |
| Glen Eagle Advisors, LLC | 1,878 | $150.5K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,905 | $152.6K | 0.02% | +4+0.2% | Added |
| Strategic Wealth Partners, Ltd. | 1,907 | $152.8K | 0.01% | +1,907 | New |
| JTC Employer Solutions Trusteee Ltd | 1,906 | $153.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,937 | $155.2K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,964 | $157.4K | 0.01% | −4,224−68.3% | Reduced |
| Quest Partners LLC | 1,972 | $158.0K | 0.02% | −190−8.8% | Reduced |
| Spirit of America Management Corp | 2,000 | $160.2K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,000 | $160.2K | 0.06% | 00.0% | Unchanged |
| Heartland Advisors Inc | 2,000 | $160.2K | 0.01% | +2,000 | New |
| Trust Co | 2,003 | $160.5K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,022 | $162.0K | 0.01% | −32,171−94.1% | Reduced |
| West Financial Advisors, LLC | 2,024 | $162.1K | 0.03% | −1,082−34.8% | Reduced |
| Key Financial Inc | 2,034 | $163.0K | 0.03% | +285+16.3% | Added |
| Syntax Research, Inc. | 2,036 | $163.1K | 0.12% | 00.0% | Unchanged |
| Bank & Trust Co | 2,037 | $163.2K | 0.13% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,190 | $175.5K | 0.06% | +2,190 | New |
| Abound Wealth Management | 2,194 | $175.8K | 0.05% | +9+0.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,194 | $175.8K | 0.06% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,220 | $177.9K | 0.02% | −224−9.2% | Reduced |
| DT Investment Partners, LLC | 2,267 | $181.6K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,322 | $186.0K | 0.01% | +87+3.9% | Added |
| Gables Capital Management Inc. | 2,350 | $188.3K | 0.09% | +150+6.8% | Added |