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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 4,412 | $353.5K | 0.03% | +1,214+38.0% | Added |
| Check Capital Management Inc | 4,413 | $353.6K | 0.02% | −500−10.2% | Reduced |
| Bill Few Associates, Inc. | 4,419 | $354.1K | 0.10% | −68−1.5% | Reduced |
| Formidable Asset Management, LLC | 4,934 | $354.2K | 0.06% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 4,421 | $354.2K | 0.07% | −947−17.6% | Reduced |
| First American Bank | 4,422 | $354.3K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 4,438 | $355.6K | 0.02% | −1,790−28.7% | Reduced |
| Osterweis Capital Management Inc | 4,457 | $357.1K | 0.02% | +2,464+123.6% | Added |
| Southland Equity Partners LLC | 4,466 | $357.8K | 0.08% | +6+0.1% | Added |
| Johnson & White Wealth Management, LLC | 4,474 | $358.0K | 0.18% | +24+0.5% | Added |
| Waldron Private Wealth LLC | 4,469 | $358.1K | 0.02% | −202−4.3% | Reduced |
| Charter Trust Co | 4,480 | $358.9K | 0.02% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 4,490 | $359.7K | 0.19% | +320+7.7% | Added |
| Optiver Holding B.V. | 4,493 | $360.0K | 0.01% | −151,880−97.1% | Reduced |
| GW&K Investment Management, LLC | 4,490 | $360.0K | 0.00% | +561+14.3% | Added |
| MKT Advisors LLC | 4,420 | $360.2K | 0.14% | −304−6.4% | Reduced |
| Concentrum Wealth Management | 4,496 | $360.2K | 0.11% | −65−1.4% | Reduced |
| Strategy Asset Managers LLC | 4,498 | $360.4K | 0.07% | +4,498 | New |
| Dempze Nancy E | 4,500 | $360.5K | 0.21% | −200−4.3% | Reduced |
| North Berkeley Wealth Management, LLC | 4,511 | $361.4K | 0.33% | −2,186−32.6% | Reduced |
| True Vision MN LLC | 4,525 | $362.5K | 0.20% | +138+3.1% | Added |
| Integral Investment Advisors, Inc. | 4,538 | $363.6K | 0.10% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 4,538 | $363.6K | 0.10% | +4,538 | New |
| Wealth Alliance Advisory Group, LLC | 4,556 | $365.0K | 0.07% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 4,560 | $365.3K | 0.22% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,564 | $365.7K | 0.03% | +4,564 | New |
| Summit Wealth Group LLC | 4,579 | $366.9K | 0.09% | +4,579 | New |
| CoreFirst Bank & Trust | 4,585 | $367.4K | 0.21% | −340−6.9% | Reduced |
| Beacon Financial Advisory LLC | 4,598 | $368.4K | 0.10% | +961+26.4% | Added |
| Revolve Wealth Partners, LLC | 4,617 | $369.9K | 0.05% | −134−2.8% | Reduced |
| Vaughan David Investments LLC | 4,613 | $370.0K | 0.01% | +244+5.6% | Added |
| First Western Trust Bank | 4,622 | $370.3K | 0.02% | −19−0.4% | Reduced |
| Samalin Investment Counsel, LLC | 4,624 | $370.5K | 0.14% | −227−4.7% | Reduced |
| Apexium Financial, LP | 4,628 | $370.8K | 0.02% | +668+16.9% | Added |
| Bruce G. Allen Investments, LLC | 4,640 | $371.8K | 0.28% | +53+1.2% | Added |
| Caliber Wealth Management, LLC | 4,656 | $373.0K | 0.04% | +138+3.1% | Added |
| Buckhead Capital Management LLC | 4,664 | $373.7K | 0.14% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 4,665 | $373.8K | 0.05% | −5,888−55.8% | Reduced |
| Alternative Investment Advisors, LLC. | 4,671 | $374.2K | 0.19% | +15+0.3% | Added |
| Cardinal Point Capital Management, ULC | 4,675 | $374.6K | 0.03% | +4,675 | New |
| Ellevest, Inc. | 4,679 | $374.9K | 0.06% | −452−8.8% | Reduced |
| ORG Partners LLC | 4,619 | $375.1K | 0.08% | +3,086+201.3% | Added |
| Ariadne Wealth Management, LP | 4,795 | $375.6K | 0.18% | +1,351+39.2% | Added |
| Founders Capital Management | 4,697 | $376.3K | 0.23% | −245−5.0% | Reduced |
| Partners Wealth Management, LLC | 5,281 | $376.6K | 0.43% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,680 | $376.6K | 0.01% | −752−13.8% | Reduced |
| High Net Worth Advisory Group LLC | 4,700 | $377.2K | 0.10% | +4,700 | New |
| Genesis Private Wealth, LLC | 4,715 | $377.8K | 0.18% | +1,621+52.4% | Added |
| New Wave Wealth Advisors LLC | 4,718 | $378.0K | 0.16% | −47−1.0% | Reduced |
| Gradient Capital Advisors, LLC | 4,720 | $378.1K | 0.11% | +580+14.0% | Added |
| O'Rourke & Company, Inc | 4,732 | $379.1K | 0.18% | +3+0.1% | Added |
| Gould Asset Management LLC | 4,757 | $381.1K | 0.07% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,766 | $381.8K | 0.02% | +10.0% | Added |
| Tounjian Advisory Partners, LLC | 5,322 | $382.1K | 0.07% | −136−2.5% | Reduced |
| Talisman Wealth Advisors LLC | 4,775 | $382.6K | 0.35% | +200+4.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,800 | $384.6K | 0.20% | +300+6.7% | Added |
| Beta Wealth Group, Inc. | 4,802 | $384.7K | 0.14% | +102+2.2% | Added |
| Argyle Capital Partners, LLC | 4,807 | $385.2K | 0.32% | +262+5.8% | Added |
| GFS Advisors, LLC | 4,812 | $386.0K | 0.05% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 4,845 | $388.2K | 0.08% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,845 | $388.2K | 0.24% | +10.0% | Added |
| Brewster Financial Planning LLC | 4,848 | $388.4K | 0.26% | +22+0.5% | Added |
| Jacksonville Wealth Management, LLC | 4,850 | $388.6K | 0.31% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 4,763 | $388.6K | 0.08% | +44+0.9% | Added |
| AssuredPartners Investment Advisors, LLC | 4,867 | $390.0K | 0.10% | −837−14.7% | Reduced |
| Harvest Investment Services, LLC | 4,876 | $390.7K | 0.09% | +164+3.5% | Added |
| Plante Moran Financial Advisors, LLC | 4,877 | $390.7K | 0.03% | +12+0.2% | Added |
| Kesler, Norman & Wride, LLC | 4,881 | $391.1K | 0.07% | +25+0.5% | Added |
| Green Square Capital Advisors LLC | 4,884 | $391.3K | 0.05% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,898 | $392.4K | 0.08% | +1,791+57.6% | Added |
| Sachetta, LLC | 4,899 | $392.5K | 0.16% | +109+2.3% | Added |
| 49 Wealth Management, LLC | 4,902 | $392.7K | 0.04% | +33+0.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,907 | $393.1K | 0.11% | +202+4.3% | Added |
| Klingenstein Fields & Co LP | 4,918 | $394.0K | 0.02% | −288−5.5% | Reduced |
| Chapin Davis, Inc. | 4,923 | $394.4K | 0.11% | −15−0.3% | Reduced |
| R Squared Ltd | 4,927 | $394.8K | 0.22% | +4,927 | New |
| Salomon & Ludwin, LLC | 4,796 | $395.0K | 0.04% | −353−6.9% | Reduced |
| CoreCap Advisors, LLC | 4,938 | $395.6K | 0.02% | −2,155−30.4% | Reduced |
| Founders Financial Alliance, LLC | 4,942 | $395.9K | 0.09% | −1,479−23.0% | Reduced |
| Howard Capital Management Group, LLC | 4,950 | $396.6K | 0.03% | −500−9.2% | Reduced |
| Paradigm Financial Partners, LLC | 4,962 | $397.6K | 0.04% | +804+19.3% | Added |
| WSFS Capital Management, LLC | 4,963 | $397.6K | 0.02% | +511+11.5% | Added |
| KWB Wealth | 5,541 | $397.8K | 0.05% | −195−3.4% | Reduced |
| Maripau Wealth Management LLC | 4,988 | $399.5K | 0.20% | +600+13.7% | Added |
| Quantum Financial Advisors, LLC | 4,994 | $400.1K | 0.05% | −4−0.1% | Reduced |
| Golden State Wealth Management, LLC | 4,995 | $400.2K | 0.05% | −80−1.6% | Reduced |
| Sand Hill Global Advisors, LLC | 4,997 | $400.4K | 0.01% | +10+0.2% | Added |
| Quinn Opportunity Partners LLC | 5,000 | $400.6K | 0.03% | −43,471−89.7% | Reduced |
| Puzo Michael J | 5,000 | $400.6K | 0.11% | 00.0% | Unchanged |
| Ruffer LLP | 5,000 | $400.6K | 0.02% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 5,006 | $401.1K | 0.23% | +23+0.5% | Added |
| Sentinus, LLC | 5,016 | $401.9K | 0.10% | +230+4.8% | Added |
| Willner & Heller, LLC | 5,050 | $404.6K | 0.34% | +27+0.5% | Added |
| Moloney Securities Asset Management, LLC | 5,054 | $404.9K | 0.05% | −212−4.0% | Reduced |
| Fortem Financial Group, LLC | 5,059 | $405.3K | 0.13% | −1,700−25.2% | Reduced |
| Ewa, LLC | 5,075 | $406.6K | 0.13% | +21+0.4% | Added |
| Symphony Financial, Ltd. Co. | 5,038 | $406.6K | 0.05% | +5,038 | New |
| Birch Hill Investment Advisors LLC | 5,079 | $406.9K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,094 | $408.1K | 0.00% | −209,444−97.6% | Reduced |
| Burt Wealth Advisors | 5,101 | $408.7K | 0.09% | 00.0% | Unchanged |