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 |
|---|---|---|---|---|---|
| GDS Wealth Management | 2,914 | $233.5K | 0.02% | +124+4.4% | Added |
| Retireful, LLC | 2,914 | $233.5K | 0.16% | +2,914 | New |
| Bank of Hawaii | 2,916 | $233.6K | 0.01% | −251−7.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 2,922 | $234.1K | 0.02% | +18+0.6% | Added |
| Uptown Financial Advisors LLC | 2,940 | $235.6K | 0.22% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,948 | $236.0K | 0.03% | +428+17.0% | Added |
| TFB Advisors LLC | 2,947 | $236.1K | 0.06% | +62+2.1% | Added |
| Kera Capital Partners, Inc. | 2,947 | $236.1K | 0.05% | +2,947 | New |
| Houlihan Financial Resource Group, Ltd. | 2,949 | $237.0K | 0.10% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 2,960 | $237.2K | 0.05% | +51+1.8% | Added |
| Baldwin Investment Management, LLC | 2,964 | $237.4K | 0.03% | −194−6.1% | Reduced |
| Old Mission Investment Co LLC | 2,966 | $237.6K | 0.06% | +7+0.2% | Added |
| BNC Wealth Management, LLC | 2,966 | $237.6K | 0.07% | 00.0% | Unchanged |
| RDA Financial Network | 2,966 | $237.6K | 0.06% | −11−0.4% | Reduced |
| SOA Wealth Advisors, LLC. | 2,978 | $238.6K | 0.04% | −100−3.2% | Reduced |
| Challenger Wealth Management | 2,979 | $238.7K | 0.17% | +24+0.8% | Added |
| CPA Asset Management LLC | 2,980 | $238.8K | 0.10% | 00.0% | Unchanged |
| Asset Planning,Inc | 2,985 | $239.2K | 0.18% | +14+0.5% | Added |
| Braun-Bostich & Associates Inc. | 2,986 | $239.2K | 0.16% | −453−13.2% | Reduced |
| North Capital, Inc. | 2,990 | $239.6K | 0.21% | −4−0.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,993 | $239.8K | 0.03% | −296−9.0% | Reduced |
| Foster & Motley Inc | 2,993 | $240.0K | 0.01% | +31+1.0% | Added |
| Torray LLC | 3,000 | $240.4K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 3,002 | $240.5K | 0.02% | +2+0.1% | Added |
| Investment Advisory Services Inc | 3,008 | $241.0K | 0.08% | +208+7.4% | Added |
| Green Harvest Asset Management LLC | 3,011 | $241.2K | 0.00% | −1,214−28.7% | Reduced |
| RW Investment Management LLC | 3,014 | $241.5K | 0.03% | +142+4.9% | Added |
| Wellington Capital Management, Inc. | 3,015 | $242.0K | 0.36% | +3,015 | New |
| Headinvest, LLC | 3,021 | $242.0K | 0.05% | −184−5.7% | Reduced |
| Tobias Financial Advisors, Inc. | 3,022 | $242.1K | 0.04% | +202+7.2% | Added |
| City Center Advisors, LLC | 3,026 | $242.4K | 0.26% | −900−22.9% | Reduced |
| Hickory Point Bank & Trust | 3,027 | $242.5K | 0.20% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 2,902 | $242.6K | 0.03% | −322−10.0% | Reduced |
| Advisory Resource Group | 3,030 | $242.7K | 0.05% | −38−1.2% | Reduced |
| Smith & Howard Wealth Management, LLC | 3,040 | $243.5K | 0.06% | −20−0.7% | Reduced |
| Apriem Advisors | 3,040 | $243.6K | 0.03% | −37−1.2% | Reduced |
| Tompkins Financial Corp | 3,045 | $244.0K | 0.02% | −2,000−39.6% | Reduced |
| Leelyn Smith, LLC | 3,050 | $244.4K | 0.04% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 2,925 | $244.5K | 0.17% | +2,925 | New |
| May Hill Capital, LLC | 3,064 | $245.5K | 0.08% | +3,064 | New |
| International Private Wealth Advisors LLC | 3,069 | $245.9K | 0.21% | +3,069 | New |
| Triad Wealth Partners, LLC | 3,072 | $246.1K | 0.05% | +3,072 | New |
| Jessup Wealth Management, Inc | 3,072 | $246.1K | 0.10% | −34−1.1% | Reduced |
| Sculati Wealth Management, LLC | 3,074 | $246.3K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 3,084 | $247.1K | 0.03% | −93−2.9% | Reduced |
| Sunburst Financial Group, LLC | 3,086 | $247.2K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,086 | $247.2K | 0.03% | +4+0.1% | Added |
| Oak Harbor Wealth Partners, LLC | 3,087 | $247.3K | 0.07% | +17+0.6% | Added |
| Northern Capital Management, Inc. | 3,090 | $247.6K | 0.15% | +6+0.2% | Added |
| Facet Wealth, Inc. | 3,071 | $247.6K | 0.01% | +3,071 | New |
| Ethos Financial Group, LLC | 3,098 | $248.2K | 0.02% | +247+8.7% | Added |
| Virtu Financial LLC | 3,112 | $249.0K | 0.01% | +3,112 | New |
| Omnitrust Wealth Management, Inc | 3,016 | $249.2K | 0.30% | +3,016 | New |
| Silver Oak Securities, Inc | 3,119 | $249.9K | 0.02% | +75+2.5% | Added |
| Horst & Graben Wealth Management LLC | 3,119 | $249.9K | 0.04% | +74+2.4% | Added |
| Texas Bank & Trust Co | 3,120 | $250.0K | 0.10% | +3,120 | New |
| Sonata Capital Group Inc | 3,115 | $250.0K | 0.10% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 3,126 | $250.5K | 0.19% | 00.0% | Unchanged |
| Hutchinson Financial Advisors, INC | 3,129 | $250.7K | 0.28% | +3,129 | New |
| McLean Asset Management Corp | 3,048 | $251.0K | 0.07% | +3,048 | New |
| Capital Advisors Wealth Management, LLC | 3,133 | $251.0K | 0.04% | −300−8.7% | Reduced |
| Candriam Luxembourg S.C.A. | 3,135 | $251.2K | 0.00% | −1,905−37.8% | Reduced |
| South Plains Financial, Inc. | 3,139 | $251.5K | 0.18% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,139 | $251.5K | 0.04% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,143 | $251.8K | 0.01% | −13−0.4% | Reduced |
| Blue Fin Capital, Inc. | 3,143 | $251.8K | 0.04% | +3,143 | New |
| Waller Financial Planning Group, Inc | 3,151 | $252.4K | 0.06% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 3,153 | $252.7K | 0.13% | +303+10.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 3,155 | $252.8K | 0.06% | +3,155 | New |
| Atwood & Palmer Inc | 3,156 | $252.9K | 0.02% | +231+7.9% | Added |
| Patton Fund Management, Inc. | 3,158 | $253.0K | 0.06% | +3,158 | New |
| ESL Trust Services, LLC | 3,162 | $253.3K | 0.05% | −88−2.7% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 3,162 | $253.4K | 0.20% | +54+1.7% | Added |
| Forza Wealth Management, LLC | 3,164 | $253.5K | 0.10% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 3,173 | $254.2K | 0.01% | +1,067+50.7% | Added |
| City State Bank | 3,179 | $254.7K | 0.08% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 3,179 | $254.7K | 0.09% | +132+4.3% | Added |
| Y.D. More Investments Ltd | 3,203 | $254.7K | 0.02% | −1,659−34.1% | Reduced |
| Brave Asset Management Inc | 3,187 | $255.3K | 0.07% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,189 | $255.5K | 0.00% | −10,000−75.8% | Reduced |
| CMG Global Holdings, LLC | 3,083 | $256.1K | 0.13% | 00.0% | Unchanged |
| Caledonia (Private) Investments Pty Ltd | 3,198 | $256.2K | 0.00% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 3,201 | $256.5K | 0.15% | +3,201 | New |
| Embree Financial Group | 3,204 | $256.7K | 0.04% | +79+2.5% | Added |
| Penserra Capital Management LLC | 3,224 | $257.0K | 0.00% | −559−14.8% | Reduced |
| Canvas Wealth Advisors, LLC | 3,109 | $258.3K | 0.05% | +3,109 | New |
| Navis Wealth Advisors, LLC | 3,225 | $258.4K | 0.22% | +3,225 | New |
| Capstone Financial Advisors, Inc. | 3,228 | $258.6K | 0.01% | +10.0% | Added |
| Vivaldi Capital Management, LLC | 3,229 | $258.7K | 0.04% | +165+5.4% | Added |
| Souders Financial Advisors | 3,233 | $259.1K | 0.03% | +3,233 | New |
| Nixon Peabody Trust Co | 3,236 | $259.3K | 0.02% | +3,236 | New |
| Hoxton Planning & Management, LLC | 3,238 | $259.4K | 0.09% | +9+0.3% | Added |
| FSM Wealth Advisors, LLC | 3,151 | $259.5K | 0.04% | +3,151 | New |
| Heartwood Wealth Advisors LLC | 3,244 | $259.9K | 0.03% | +3,244 | New |
| Builder Investment Group Inc | 3,250 | $260.4K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,256 | $260.9K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Corp | 3,254 | $261.0K | 0.08% | +6+0.2% | Added |
| Finer Wealth Management, Inc. | 3,264 | $261.5K | 0.14% | −62−1.9% | Reduced |
| Hara Capital LLC | 3,273 | $262.2K | 0.16% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,284 | $263.2K | 0.19% | −715−17.9% | Reduced |