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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 2,366 | $189.6K | 0.04% | +1,066+82.0% | Added |
| Paladin Advisory Group, LLC | 2,408 | $192.9K | 0.15% | 00.0% | Unchanged |
| Crews Bank & Trust | 2,437 | $195.3K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 2,473 | $198.1K | 0.09% | −2−0.1% | Reduced |
| Buckley Wealth Management, LLC | 2,500 | $200.3K | 0.06% | −500−16.7% | Reduced |
| Violich Capital Management, Inc. | 2,500 | $200.3K | 0.03% | +2,500 | New |
| Creative Financial Designs Inc | 2,503 | $200.5K | 0.01% | −17−0.7% | Reduced |
| WealthPLAN Partners, LLC | 2,509 | $201.0K | 0.03% | −702−21.9% | Reduced |
| Peachtree Investment Partners, LLC | 2,515 | $201.5K | 0.08% | +2,515 | New |
| Sierra Ocean, LLC | 2,525 | $202.3K | 0.15% | −335−11.7% | Reduced |
| Compass Financial Services Inc | 2,533 | $202.9K | 0.10% | +6+0.2% | Added |
| Allium Financial Advisors, LLC | 2,534 | $203.0K | 0.18% | +2,534 | New |
| Ambassador Advisors, LLC | 2,538 | $203.4K | 0.03% | +2,538 | New |
| M. Kraus & Co | 2,539 | $203.4K | 0.06% | +2,539 | New |
| B & T Capital Management DBA Alpha Capital Management | 2,544 | $203.8K | 0.04% | +2,544 | New |
| Roehl & Yi Investment Advisors, LLC | 2,547 | $204.1K | 0.10% | +2,547 | New |
| Kingdom Financial Group LLC. | 2,550 | $204.3K | 0.18% | +2,550 | New |
| IPG Investment Advisors LLC | 2,550 | $204.3K | 0.04% | +2,550 | New |
| Affiance Financial, LLC | 2,550 | $204.3K | 0.04% | +2,550 | New |
| Emergent Wealth Advisors, LLC | 2,554 | $204.6K | 0.13% | +2,554 | New |
| Flagship Wealth Advisors, LLC | 2,556 | $204.8K | 0.08% | +556+27.8% | Added |
| Kapstone Financial Advisors LLC | 2,557 | $204.9K | 0.10% | +2,557 | New |
| Saturna Capital CORP | 2,558 | $204.9K | 0.00% | +2,558 | New |
| Cypress Capital Group | 2,564 | $205.4K | 0.03% | +2,564 | New |
| Bath Savings Trust Co | 2,567 | $205.7K | 0.02% | +2,567 | New |
| Pinnacle Holdings, LLC | 2,572 | $206.1K | 0.07% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,574 | $206.2K | 0.10% | +75+3.0% | Added |
| Texas Yale Capital Corp. | 2,585 | $207.1K | 0.01% | +2,585 | New |
| Gries Financial LLC | 2,592 | $207.7K | 0.04% | +2,592 | New |
| Essential Planning, LLC. | 2,596 | $208.0K | 0.08% | +2,596 | New |
| Beacon Investment Advisors LLC | 2,621 | $208.4K | 0.09% | +2,621 | New |
| Missouri Trust & Investment Co | 2,605 | $208.7K | 0.07% | 00.0% | Unchanged |
| Centennial Bank | 2,609 | $209.0K | 0.09% | −420−13.9% | Reduced |
| Focused Wealth Management, Inc | 2,616 | $209.6K | 0.03% | +2,616 | New |
| Amussen Hunsaker Associates LLC | 2,619 | $209.8K | 0.02% | +2,619 | New |
| New Millennium Group LLC | 2,629 | $210.6K | 0.12% | +4+0.2% | Added |
| LifePlan Financial, LLC | 2,635 | $211.1K | 0.17% | −885−25.1% | Reduced |
| Southeast Asset Advisors Inc. | 2,636 | $211.2K | 0.03% | +2,636 | New |
| Spring Capital Management, LLC | 2,638 | $211.4K | 0.11% | +2,638 | New |
| Werba Rubin Papier Wealth Management | 2,638 | $211.4K | 0.04% | +2,638 | New |
| Parkside Advisors LLC | 2,644 | $211.8K | 0.05% | +2,644 | New |
| BHK Investment Advisors, LLC | 2,646 | $212.0K | 0.08% | +2,646 | New |
| Somerville Kurt F | 2,650 | $212.3K | 0.04% | +2,650 | New |
| Clarkston Capital Partners, LLC | 2,650 | $212.3K | 0.00% | +2,650 | New |
| Galvin, Gaustad & Stein, LLC | 2,650 | $212.3K | 0.02% | +2,650 | New |
| Orion Capital Management LLC | 2,658 | $212.9K | 0.08% | +2+0.1% | Added |
| Idaho Trust Bank | 2,658 | $213.0K | 0.08% | +2,658 | New |
| NCM Capital Management, LLC | 2,660 | $213.1K | 0.09% | +2,660 | New |
| Howard Financial Services, Ltd. | 2,662 | $213.3K | 0.03% | −190−6.7% | Reduced |
| IFC Advisors LLC | 2,670 | $213.9K | 0.04% | +2,670 | New |
| LM Advisors LLC | 2,667 | $214.0K | 0.03% | +2,667 | New |
| Clear Creek Financial Management, LLC | 2,672 | $214.1K | 0.02% | +2,672 | New |
| Gratus Wealth Advisors, LLC | 2,688 | $215.4K | 0.03% | +2,688 | New |
| Axiom Financial Strategies, LLC | 2,691 | $215.6K | 0.12% | +2,691 | New |
| Cohen & Steers, Inc. | 2,700 | $216.0K | 0.00% | −1,900−41.3% | Reduced |
| Rodgers Brothers Inc. | 2,700 | $216.3K | 0.03% | −125−4.4% | Reduced |
| Aries Wealth Management | 2,700 | $216.3K | 0.06% | +2,700 | New |
| Clear Investment Research, LLC | 2,701 | $216.4K | 0.27% | −33−1.2% | Reduced |
| Wealth Watch Advisors, INC | 1,829 | $216.8K | 0.13% | +1,829 | New |
| Twin Peaks Wealth Advisors, LLC | 2,734 | $217.3K | 0.07% | +2,734 | New |
| Acorn Creek Capital LLC | 2,715 | $217.5K | 0.09% | +2,715 | New |
| Verus Financial Partners, Inc. | 2,661 | $217.6K | 0.02% | +2,661 | New |
| J. W. Coons Advisors, LLC | 2,720 | $217.9K | 0.05% | +2,720 | New |
| Black Diamond Financial, LLC | 2,722 | $218.1K | 0.03% | −2,134−43.9% | Reduced |
| West Paces Advisors Inc. | 2,723 | $218.2K | 0.05% | −70−2.5% | Reduced |
| Park Square Financial Group, LLC | 2,731 | $218.8K | 0.16% | −36−1.3% | Reduced |
| Affinity Capital Advisors, LLC | 2,737 | $219.3K | 0.04% | −1,570−36.5% | Reduced |
| WBH Advisory Inc | 2,739 | $219.4K | 0.02% | −61−2.2% | Reduced |
| Skyline Advisors, Inc. | 2,742 | $219.7K | 0.08% | +2,742 | New |
| Aspire Capital Advisors LLC | 2,746 | $220.0K | 0.06% | +2,746 | New |
| Quantum Private Wealth, LLC | 2,750 | $220.3K | 0.07% | +2,750 | New |
| Montz Harcus Wealth Management LLC | 2,765 | $221.6K | 0.11% | +2,765 | New |
| AGH Wealth Advisors, LLC | 2,767 | $221.7K | 0.18% | +2,767 | New |
| Cherrydale Wealth Management, LLC | 2,769 | $221.9K | 0.08% | +2,769 | New |
| Winch Advisory Services, LLC | 2,770 | $221.9K | 0.05% | +14+0.5% | Added |
| Jackson Thornton Asset Management, LLC | 2,728 | $222.6K | 0.03% | +2,728 | New |
| AXS Investments LLC | 2,783 | $223.0K | 0.09% | −854−23.5% | Reduced |
| Fusion Capital, LLC | 2,788 | $223.4K | 0.08% | +2,788 | New |
| Investment Partners, Ltd. | 2,790 | $223.5K | 0.08% | +2,790 | New |
| United Community Bank | 2,793 | $223.8K | 0.08% | +35+1.3% | Added |
| Cascades Capital Asset Management, LLC | 2,793 | $223.8K | 0.12% | +968+53.0% | Added |
| Warren Street Wealth Advisors, LLC | 2,798 | $224.2K | 0.07% | +2,798 | New |
| Elk River Wealth Management, LLC | 2,800 | $224.3K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2,800 | $224.3K | 0.02% | +739+35.9% | Added |
| JB Capital LLC | 2,801 | $224.4K | 0.01% | +10+0.4% | Added |
| Ironwood Financial, llc | 3,141 | $225.5K | 0.05% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,817 | $225.7K | 0.08% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 2,820 | $225.9K | 0.07% | +2,820 | New |
| New World Advisors LLC | 2,842 | $227.7K | 0.05% | +2,842 | New |
| Independent Wealth Network Inc. | 2,843 | $227.8K | 0.08% | +54+1.9% | Added |
| Enterprise Financial Services Corp | 2,845 | $227.9K | 0.12% | +2,845 | New |
| Michels Family Financial, LLC | 2,845 | $228.0K | 0.19% | +8+0.3% | Added |
| von Borstel & Associates, Inc. | 2,950 | $228.0K | 0.06% | +32+1.1% | Added |
| Cookson Peirce & Co Inc | 2,854 | $228.7K | 0.01% | +2,854 | New |
| Holistic Financial Partners | 2,860 | $229.1K | 0.10% | +2,860 | New |
| American Trust | 2,862 | $229.3K | 0.02% | −72−2.5% | Reduced |
| Next Level Private LLC | 2,865 | $229.5K | 0.07% | +28+1.0% | Added |
| Quarry LP | 2,867 | $229.7K | 0.05% | −4,915−63.2% | Reduced |
| Blalock Williams, LLC | 2,907 | $232.9K | 0.23% | −16−0.5% | Reduced |
| KWMG, LLC | 2,913 | $233.4K | 0.02% | +21+0.7% | Added |