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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 3,285 | $263.2K | 0.02% | −33−1.0% | Reduced |
| Rise Advisors, LLC | 3,287 | $263.4K | 0.10% | −85−2.5% | Reduced |
| Planned Solutions, Inc. | 3,290 | $263.6K | 0.10% | −150−4.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,291 | $263.7K | 0.07% | 00.0% | Unchanged |
| United Bank | 3,294 | $263.9K | 0.10% | −64−1.9% | Reduced |
| Washington Capital Management Inc | 3,300 | $264.4K | 0.20% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 3,301 | $264.5K | 0.21% | −140−4.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,303 | $264.7K | 0.03% | −3,520−51.6% | Reduced |
| Tempus Wealth Planning, LLC | 3,311 | $265.3K | 0.07% | +20+0.6% | Added |
| Sandy Cove Advisors, LLC | 3,314 | $265.5K | 0.10% | +481+17.0% | Added |
| Aletheian Wealth Advisors LLC | 3,316 | $265.7K | 0.13% | +41+1.3% | Added |
| D'Orazio & Associates, Inc. | 3,318 | $265.8K | 0.04% | −2−0.1% | Reduced |
| Avenue 1 Advisors, LLC | 3,328 | $266.6K | 0.09% | +310+10.3% | Added |
| LeConte Wealth Management, LLC | 3,328 | $266.6K | 0.18% | +3,328 | New |
| Atlas Legacy Advisors, LLC | 3,341 | $267.7K | 0.06% | −145−4.2% | Reduced |
| Pacific Sage Partners, LLC | 3,348 | $268.2K | 0.05% | +77+2.4% | Added |
| Trilogy Capital Inc. | 3,351 | $268.5K | 0.01% | +337+11.2% | Added |
| Cedar Point Capital Partners, LLC | 3,352 | $268.6K | 0.19% | +20+0.6% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,362 | $269.4K | 0.07% | 00.0% | Unchanged |
| Claret Asset Management Corp | 3,365 | $270.0K | 0.03% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 3,378 | $270.6K | 0.08% | +3,378 | New |
| Strategic Financial Services, Inc, | 3,394 | $271.9K | 0.01% | +10.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,400 | $272.0K | 0.00% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 3,396 | $272.1K | 0.06% | +155+4.8% | Added |
| Capital Advisors, Ltd. LLC | 3,402 | $273.0K | 0.03% | +70+2.1% | Added |
| Consilio Wealth Advisors, LLC | 3,441 | $273.6K | 0.10% | +32+0.9% | Added |
| MJP Associates Inc | 3,415 | $273.6K | 0.04% | +351+11.5% | Added |
| BCS Wealth Management | 3,420 | $274.0K | 0.06% | +3,420 | New |
| Lionshead Wealth Management, LLC | 3,420 | $274.0K | 0.25% | −32−0.9% | Reduced |
| Scott Capital Advisors, LLC | 3,351 | $274.1K | 0.07% | +472+16.4% | Added |
| BetterWealth, LLC | 3,421 | $274.1K | 0.07% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 3,430 | $274.8K | 0.04% | +145+4.4% | Added |
| Powers Advisory Group, LLC | 3,434 | $275.1K | 0.12% | −18−0.5% | Reduced |
| Trustmark National Bank Trust Department | 3,448 | $276.3K | 0.02% | −430−11.1% | Reduced |
| Amarillo National Bank | 3,450 | $276.4K | 0.05% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,457 | $277.0K | 0.03% | −387−10.1% | Reduced |
| Ashton Thomas Securities, LLC | 3,457 | $277.0K | 0.07% | −273−7.3% | Reduced |
| First Interstate Bank | 3,462 | $277.4K | 0.02% | −24−0.7% | Reduced |
| Phillips Wealth Planners LLC | 3,403 | $277.7K | 0.25% | +3,403 | New |
| SFE Investment Counsel | 3,467 | $277.8K | 0.05% | +68+2.0% | Added |
| JGP Wealth Management, LLC | 3,469 | $277.9K | 0.03% | +10.0% | Added |
| Sprinkle Financial Consultants LLC | 3,473 | $278.3K | 0.17% | 00.0% | Unchanged |
| Northstar Group, Inc. | 3,474 | $278.3K | 0.04% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,491 | $279.7K | 0.02% | −439−11.2% | Reduced |
| McMill Wealth Management | 3,491 | $280.0K | 0.09% | +12+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 3,495 | $280.0K | 0.11% | −539−13.4% | Reduced |
| Vista Private Wealth Partners. LLC | 3,496 | $280.1K | 0.09% | +3,496 | New |
| True Link Financial Advisors, LLC | 3,497 | $280.2K | 0.02% | −1,542−30.6% | Reduced |
| Custom Index Systems, LLC | 3,500 | $280.4K | 0.13% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 3,504 | $280.7K | 0.10% | −531−13.2% | Reduced |
| Wedgewood Investors Inc | 3,543 | $283.9K | 0.33% | −141−3.8% | Reduced |
| BXM Wealth LLC | 3,545 | $284.0K | 0.34% | +269+8.2% | Added |
| Oregon Pacific Wealth Management, LLC | 3,549 | $284.3K | 0.27% | +45+1.3% | Added |
| BIP Wealth, LLC | 3,570 | $286.0K | 0.02% | −1,996−35.9% | Reduced |
| Flagship Harbor Advisors, LLC | 3,572 | $286.2K | 0.01% | +166+4.9% | Added |
| Cherry Tree Wealth Management, LLC | 3,579 | $286.8K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 3,580 | $286.8K | 0.09% | −375−9.5% | Reduced |
| WT Wealth Management | 3,582 | $287.0K | 0.09% | +306+9.3% | Added |
| Riverbend Wealth Management, LLC | 3,584 | $287.2K | 0.22% | +3,584 | New |
| SWP Financial LLC | 3,597 | $288.2K | 0.16% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,599 | $288.4K | 0.16% | −20−0.6% | Reduced |
| Frederick Financial Consultants, LLC | 3,618 | $289.8K | 0.18% | +832+29.9% | Added |
| Boston Family Office LLC | 3,623 | $290.0K | 0.02% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 3,630 | $290.8K | 0.10% | +104+2.9% | Added |
| Convergence Financial, LLC | 3,636 | $291.3K | 0.05% | +268+8.0% | Added |
| Endowment Wealth Management, Inc. | 3,638 | $291.5K | 0.15% | −22−0.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,639 | $291.6K | 0.03% | +19+0.5% | Added |
| Seed Wealth Management, Inc. | 3,643 | $291.9K | 0.22% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 3,649 | $292.4K | 0.11% | −108−2.9% | Reduced |
| Juncture Wealth Strategies, LLC | 3,650 | $292.4K | 0.10% | 00.0% | Unchanged |
| Motive Wealth Advisors | 3,655 | $292.8K | 0.13% | +129+3.7% | Added |
| Saxon Interests, Inc. | 4,081 | $293.0K | 0.14% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 3,652 | $293.0K | 0.03% | −2,745−42.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,658 | $293.1K | 0.02% | −569−13.5% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 3,660 | $293.2K | 0.25% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 3,660 | $293.3K | 0.02% | −1,258−25.6% | Reduced |
| Beaumont Financial Advisors, LLC | 3,662 | $293.4K | 0.02% | +530+16.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,670 | $294.0K | 0.08% | +230+6.7% | Added |
| VisionPoint Advisory Group, LLC | 3,676 | $294.5K | 0.06% | +3,676 | New |
| Beck Mack & Oliver LLC | 3,682 | $295.0K | 0.01% | −400−9.8% | Reduced |
| MBB Public Markets I LLC | 3,706 | $296.9K | 0.03% | −835−18.4% | Reduced |
| Ibex Wealth Advisors | 3,710 | $297.3K | 0.03% | −11,037−74.8% | Reduced |
| X-Square Capital, LLC | 3,717 | $298.0K | 0.11% | −149−3.9% | Reduced |
| Five Oceans Advisors | 3,723 | $298.3K | 0.13% | −505−11.9% | Reduced |
| Klingman & Associates, LLC | 3,734 | $299.2K | 0.02% | +3,734 | New |
| Victory Financial Group, LLC | 3,734 | $299.2K | 0.05% | −74−1.9% | Reduced |
| DecisionMap Wealth Management, LLC | 3,742 | $299.8K | 0.21% | +3,742 | New |
| Granite Harbor Advisors, Inc. | 3,743 | $299.9K | 0.14% | +417+12.5% | Added |
| Outlook Wealth Advisors, LLC | 3,759 | $301.2K | 0.08% | +19+0.5% | Added |
| New Covenant Trust Company, N.A. | 3,791 | $301.4K | 0.27% | −54−1.4% | Reduced |
| Grove Street Fiduciary, LLC | 3,766 | $301.7K | 0.15% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,776 | $302.5K | 0.03% | +300+8.6% | Added |
| Capital Square, LLC | 3,668 | $302.8K | 0.16% | −800−17.9% | Reduced |
| Brio Consultants, LLC | 3,796 | $304.2K | 0.04% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 3,800 | $304.5K | 0.30% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 3,738 | $304.6K | 0.11% | +3,738 | New |
| Front Street Capital Management, Inc. | 3,805 | $305.0K | 0.06% | −225−5.6% | Reduced |
| Wealthquest Corp | 3,810 | $305.3K | 0.02% | +134+3.6% | Added |
| HRC Wealth Management, LLC | 3,811 | $305.3K | 0.16% | +11+0.3% | Added |
| United Wealth Management, LLC | 3,818 | $305.9K | 0.09% | 00.0% | Unchanged |