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 |
|---|---|---|---|---|---|
| Meadow Creek Wealth Advisors LLC | 3,824 | $306.4K | 0.21% | +141+3.8% | Added |
| Cottonwood Capital Advisors, LLC | 3,827 | $306.6K | 0.21% | +3+0.1% | Added |
| Financial Network Wealth Advisors LLC | 3,828 | $306.7K | 0.37% | +13+0.3% | Added |
| Petix & Botte Co | 3,828 | $306.7K | 0.08% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 3,830 | $306.9K | 0.07% | +212+5.9% | Added |
| Aviance Capital Partners, LLC | 3,831 | $306.9K | 0.04% | −485−11.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,853 | $308.7K | 0.03% | −7,084−64.8% | Reduced |
| Thompson Davis & Co., Inc. | 3,856 | $308.9K | 0.21% | +3,856 | New |
| Sunpointe, LLC | 3,866 | $309.7K | 0.12% | +178+4.8% | Added |
| Cooper Capital Advisors LLC | 3,867 | $309.8K | 0.30% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 3,866 | $310.4K | 0.10% | +61+1.6% | Added |
| TCI Wealth Advisors, Inc. | 3,877 | $310.6K | 0.02% | −64−1.6% | Reduced |
| Fedenia Advisers LLC | 3,884 | $311.2K | 0.15% | −13−0.3% | Reduced |
| Cozad Asset Management Inc | 3,887 | $311.4K | 0.03% | +727+23.0% | Added |
| Vicus Capital | 3,888 | $311.5K | 0.03% | +15+0.4% | Added |
| Newman Dignan & Sheerar, Inc. | 3,906 | $312.9K | 0.07% | −124−3.1% | Reduced |
| Wealth Management Partners, LLC | 3,805 | $313.3K | 0.11% | +128+3.5% | Added |
| First Financial Group Corp | 3,912 | $313.5K | 0.31% | −697−15.1% | Reduced |
| Paradigm Capital Management, LLC | 3,914 | $314.0K | 0.31% | 00.0% | Unchanged |
| Camden National Bank | 3,922 | $314.2K | 0.05% | −117−2.9% | Reduced |
| Financial Security Advisor, Inc. | 3,925 | $314.5K | 0.07% | +86+2.2% | Added |
| Financial Management Network Inc | 3,770 | $315.2K | 0.06% | +3,770 | New |
| Bell Investment Advisors, Inc | 3,944 | $316.0K | 0.05% | +1,159+41.6% | Added |
| Walleye Capital LLC | 3,945 | $316.1K | 0.00% | −275,110−98.6% | Reduced |
| Towerpoint Wealth, LLC | 3,946 | $316.2K | 0.14% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 3,964 | $317.7K | 0.05% | +20+0.5% | Added |
| Buck Wealth Strategies, LLC | 3,970 | $318.1K | 0.05% | +701+21.4% | Added |
| 10Elms LLP | 3,971 | $318.2K | 0.30% | +270+7.3% | Added |
| First Pacific Financial | 3,979 | $318.8K | 0.05% | −66−1.6% | Reduced |
| Citizens Business Bank | 3,989 | $319.4K | 0.06% | +645+19.3% | Added |
| Walkner Condon Financial Advisors LLC | 3,988 | $319.5K | 0.06% | +210+5.6% | Added |
| United Bank | 4,000 | $320.5K | 0.04% | 00.0% | Unchanged |
| Epiq Partners, LLC | 4,000 | $320.5K | 0.16% | 00.0% | Unchanged |
| First Foundation Advisors | 4,003 | $320.7K | 0.01% | +4,003 | New |
| tru Independence LLC | 4,009 | $321.2K | 0.09% | −250−5.9% | Reduced |
| Investment Advisory Group, LLC | 4,011 | $321.4K | 0.10% | +804+25.1% | Added |
| James Hambro & Partners | 4,019 | $321.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,007 | $322.0K | 0.01% | +4+0.1% | Added |
| Peddock Capital Advisors, LLC | 4,024 | $322.4K | 0.07% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 4,030 | $322.9K | 0.06% | +4,030 | New |
| Power Wealth Management LLC | 4,031 | $323.0K | 0.12% | +593+17.2% | Added |
| HFG Advisors, Inc. | 4,038 | $323.5K | 0.26% | +4,038 | New |
| Twin Focus Capital Partners, LLC | 4,047 | $324.2K | 0.05% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 4,047 | $324.2K | 0.07% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 4,057 | $325.0K | 0.02% | −2,805−40.9% | Reduced |
| Tyler-Stone Wealth Management | 4,069 | $326.0K | 0.05% | −287−6.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,075 | $326.5K | 0.18% | −76−1.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,079 | $326.8K | 0.05% | −12−0.3% | Reduced |
| Heritage Investors Management Corp | 4,081 | $327.0K | 0.01% | +4,081 | New |
| EdgeRock Capital LLC | 4,083 | $327.3K | 0.10% | +4,083 | New |
| Sargent Investment Group, LLC | 4,220 | $327.5K | 0.04% | −35−0.8% | Reduced |
| Magnolia Capital Advisors LLC | 4,089 | $327.6K | 0.08% | +521+14.6% | Added |
| Abundance Wealth Counselors | 4,093 | $328.0K | 0.06% | +1,000+32.3% | Added |
| Keynote Financial Services LLC | 4,100 | $328.5K | 0.22% | −125−3.0% | Reduced |
| Levin Capital Strategies, L.P. | 4,100 | $328.5K | 0.03% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,101 | $328.6K | 0.08% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 4,123 | $330.4K | 0.05% | +4,123 | New |
| Northcape Wealth Management, LLC | 4,138 | $331.5K | 0.10% | +1,091+35.8% | Added |
| Tillman Hartley LLC | 4,147 | $332.3K | 0.09% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,153 | $332.7K | 0.06% | +20.0% | Added |
| Bernardo Wealth Planning LLC | 4,156 | $333.0K | 0.07% | +54+1.3% | Added |
| Centerpoint Advisory Group | 4,159 | $333.2K | 0.29% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,160 | $333.3K | 0.06% | +32+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,168 | $333.9K | 0.00% | −216−4.9% | Reduced |
| Grove Bank & Trust | 4,168 | $333.9K | 0.04% | +120+3.0% | Added |
| Laraway Financial Inc | 4,180 | $334.9K | 0.25% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 4,181 | $335.0K | 0.09% | +11+0.3% | Added |
| Romano Brothers and Company | 4,203 | $336.7K | 0.04% | 00.0% | Unchanged |
| Consolidated Planning Corp | 4,213 | $337.5K | 0.04% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 4,217 | $337.8K | 0.10% | +78+1.9% | Added |
| Weinberger Asset Management, Inc | 4,221 | $338.2K | 0.13% | −50−1.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 4,225 | $338.5K | 0.03% | −550−11.5% | Reduced |
| Verity & Verity, LLC | 4,230 | $338.9K | 0.03% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,240 | $339.7K | 0.11% | −100−2.3% | Reduced |
| Guyasuta Investment Advisors Inc | 4,257 | $341.0K | 0.02% | +252+6.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,275 | $342.5K | 0.16% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,278 | $342.8K | 0.08% | +1,584+58.8% | Added |
| IFG Advisors, LLC | 4,280 | $342.9K | 0.06% | +10.0% | Added |
| Destination Wealth Management | 4,291 | $343.8K | 0.01% | −495−10.3% | Reduced |
| Ameliora Wealth Management Ltd. | 4,294 | $344.0K | 0.12% | 00.0% | Unchanged |
| Ballast, Inc. | 4,295 | $344.1K | 0.09% | −1,395−24.5% | Reduced |
| Impact Capital Partners LLC | 4,298 | $344.4K | 0.11% | +330+8.3% | Added |
| Professional Financial Advisors, LLC | 4,321 | $346.2K | 0.08% | +22+0.5% | Added |
| Gilliland Jeter Wealth Management LLC | 4,324 | $346.4K | 0.11% | −312−6.7% | Reduced |
| Evolution Advisers, Inc. | 4,334 | $347.0K | 0.17% | −108−2.4% | Reduced |
| Leuthold Group, LLC | 4,334 | $347.2K | 0.04% | −368−7.8% | Reduced |
| Family Management Corp | 4,336 | $347.4K | 0.05% | +4,336 | New |
| Omnia Family Wealth, LLC | 4,349 | $348.4K | 0.13% | +360+9.0% | Added |
| Brown Miller Wealth Management, LLC | 4,364 | $349.7K | 0.11% | +4,364 | New |
| Integrity Wealth Advisors, Inc. | 4,368 | $350.0K | 0.24% | −42−1.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,369 | $350.0K | 0.16% | −148−3.3% | Reduced |
| Seeds Investor LLC | 4,385 | $351.3K | 0.08% | +620+16.5% | Added |
| Stonebrook Private Inc. | 4,393 | $352.0K | 0.08% | −108−2.4% | Reduced |
| Accelerate Investment Advisors LLC | 4,393 | $352.0K | 0.26% | −456−9.4% | Reduced |
| Ignite Planners, LLC | 4,366 | $352.1K | 0.06% | −29−0.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 4,400 | $352.5K | 0.09% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 4,400 | $352.5K | 0.13% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,402 | $352.7K | 0.05% | +523+13.5% | Added |
| Lewis Asset Management, LLC | 4,407 | $353.1K | 0.17% | +4,407 | New |
| Colonial Trust Advisors | 4,409 | $353.2K | 0.03% | +529+13.6% | Added |