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 |
|---|---|---|---|---|---|
| Ameriflex Group, Inc. | 5,134 | $410.5K | 0.22% | −422−7.6% | Reduced |
| OneAscent Investment Solutions LLC | 5,135 | $411.0K | 0.44% | −232−4.3% | Reduced |
| Mokosak Advisory Group, LLC | 5,141 | $411.8K | 0.12% | +24+0.5% | Added |
| Sierra Summit Advisors LLC | 5,148 | $412.5K | 0.07% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 5,157 | $413.2K | 0.40% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,158 | $413.3K | 0.06% | +1,567+43.6% | Added |
| Byrne Financial Freedom, LLC | 5,160 | $413.5K | 0.21% | 00.0% | Unchanged |
| Raelipskie Partnership | 5,165 | $413.8K | 0.19% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 5,166 | $414.0K | 0.06% | −994−16.1% | Reduced |
| Keebeck Wealth Management, LLC | 5,184 | $415.3K | 0.05% | +229+4.6% | Added |
| Northeast Financial Consultants Inc | 5,186 | $415.5K | 0.02% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,189 | $415.7K | 0.04% | +97+1.9% | Added |
| Ayrshire Capital Management LLC | 5,193 | $416.1K | 0.20% | +1,493+40.4% | Added |
| GK Wealth Management LLC | 5,195 | $416.2K | 0.41% | −150−2.8% | Reduced |
| Americana Partners, LLC | 5,197 | $416.4K | 0.01% | −52−1.0% | Reduced |
| Marino, Stram & Associates LLC | 5,198 | $416.5K | 0.08% | +22+0.4% | Added |
| Wellspring Financial Advisors, LLC | 5,200 | $416.7K | 0.04% | +5,200 | New |
| Matrix Private Capital Group LLC | 5,209 | $417.3K | 0.25% | −73−1.4% | Reduced |
| Mma Asset Management LLC | 5,210 | $417.4K | 0.16% | −100−1.9% | Reduced |
| Great Waters Wealth Management | 5,213 | $417.7K | 0.05% | +97+1.9% | Added |
| Washington Trust Advisors, Inc. | 5,234 | $419.3K | 0.03% | +22+0.4% | Added |
| Ullmann Financial Group, Inc. | 5,239 | $419.7K | 0.05% | +337+6.9% | Added |
| VSM Wealth Advisory, LLC | 5,250 | $420.6K | 0.14% | +142+2.8% | Added |
| Smithfield Trust Co | 5,254 | $421.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 5,255 | $421.0K | 0.19% | −136−2.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,268 | $422.1K | 0.05% | +129+2.5% | Added |
| 111 Capital | 5,269 | $422.2K | 0.07% | +5,269 | New |
| Sym Financial Corp | 5,272 | $422.4K | 0.05% | +364+7.4% | Added |
| Inscription Capital, LLC | 5,284 | $423.3K | 0.06% | −106−2.0% | Reduced |
| Constitution Capital LLC | 5,300 | $424.6K | 0.22% | 00.0% | Unchanged |
| Intrust Bank NA | 5,302 | $424.9K | 0.04% | −1,543−22.5% | Reduced |
| Millennium Capital Advisors, LLC | 5,310 | $425.4K | 0.28% | +10+0.2% | Added |
| Hillsdale Investment Management Inc. | 5,312 | $425.6K | 0.02% | +1,310+32.7% | Added |
| Narus Financial Partners, LLC | 5,320 | $426.2K | 0.13% | +334+6.7% | Added |
| Community Trust & Investment Co | 5,332 | $427.2K | 0.02% | +198+3.9% | Added |
| Parsons Capital Management Inc | 5,354 | $429.0K | 0.03% | −400−7.0% | Reduced |
| Mirador Capital Partners LP | 5,371 | $430.3K | 0.07% | +79+1.5% | Added |
| Duncan Williams Asset Management, LLC | 5,388 | $431.7K | 0.14% | −233−4.1% | Reduced |
| Register Financial Advisors LLC | 5,414 | $433.8K | 0.19% | +100+1.9% | Added |
| Detalus Advisors, LLC | 5,435 | $435.5K | 0.13% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 5,436 | $435.5K | 0.12% | +5,436 | New |
| Narwhal Capital Management | 5,446 | $436.3K | 0.04% | −46−0.8% | Reduced |
| Mayflower Financial Advisors, LLC | 5,450 | $436.7K | 0.06% | +477+9.6% | Added |
| Arcataur Capital Management LLC | 5,459 | $437.4K | 0.14% | −25−0.5% | Reduced |
| Charter Capital Management, LLC | 5,471 | $438.3K | 0.26% | +5,471 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,472 | $438.4K | 0.00% | +14+0.3% | Added |
| Encompass More Asset Management | 5,476 | $438.7K | 0.10% | −3,448−38.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,504 | $441.0K | 0.11% | 00.0% | Unchanged |
| Hardy Reed LLC | 5,520 | $442.2K | 0.04% | −528−8.7% | Reduced |
| Icapital Wealth LLC | 5,530 | $443.1K | 0.25% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 5,532 | $443.3K | 0.17% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,546 | $444.3K | 0.04% | +195+3.6% | Added |
| First Command Advisory Services, Inc. | 5,574 | $446.6K | 0.00% | +323+6.2% | Added |
| Inspire Advisors, LLC | 5,600 | $448.7K | 0.05% | +739+15.2% | Added |
| Bradyco, Inc. | 5,630 | $451.1K | 0.33% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 5,647 | $452.4K | 0.15% | −657−10.4% | Reduced |
| G2 Capital Management, LLC | 5,652 | $452.8K | 0.13% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 5,673 | $454.0K | 0.21% | −153−2.6% | Reduced |
| Traveka Wealth, LLC | 5,669 | $454.2K | 0.24% | +888+18.6% | Added |
| Univest Financial Corp | 5,674 | $454.6K | 0.03% | −294−4.9% | Reduced |
| Forte Capital LLC | 5,683 | $455.3K | 0.05% | +609+12.0% | Added |
| J.Safra Asset Management Corp | 5,685 | $455.5K | 0.03% | +262+4.8% | Added |
| Security National Bank of So Dak | 5,699 | $456.6K | 0.25% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 5,700 | $456.7K | 0.03% | −500−8.1% | Reduced |
| Sonora Investment Management Group, LLC | 5,716 | $458.0K | 0.03% | +1,017+21.6% | Added |
| Oxford Asset Management LLP | 5,721 | $458.4K | 0.15% | +5,721 | New |
| 180 Wealth Advisors, LLC | 5,730 | $459.1K | 0.06% | −106−1.8% | Reduced |
| Denver Wealth Management, Inc. | 5,730 | $459.1K | 0.19% | +8+0.1% | Added |
| Mezzasalma Advisors, LLC | 5,730 | $459.1K | 0.14% | −13−0.2% | Reduced |
| Blue Barn Wealth, LLC | 5,742 | $460.1K | 0.22% | +755+15.1% | Added |
| Cascade Financial Partners, LLC | 5,751 | $460.8K | 0.06% | −400−6.5% | Reduced |
| Petros Family Wealth, LLC | 5,754 | $461.0K | 0.42% | −1,098−16.0% | Reduced |
| Exchange Traded Concepts, LLC | 5,780 | $463.1K | 0.01% | −7,800−57.4% | Reduced |
| Indiana Trust & Investment Management CO | 5,780 | $463.1K | 0.15% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,787 | $463.7K | 0.05% | −112−1.9% | Reduced |
| Novare Capital Management LLC | 5,789 | $463.8K | 0.04% | +1,457+33.6% | Added |
| Alps Advisors Inc | 5,801 | $464.8K | 0.00% | −1,020−15.0% | Reduced |
| Peak Planning Group, LLC | 5,829 | $467.0K | 0.30% | +85+1.5% | Added |
| Hidden Cove Wealth Management, LLC | 5,829 | $467.0K | 0.34% | +144+2.5% | Added |
| Texas Capital Bancshares Inc | 5,850 | $468.7K | 0.17% | −1,408−19.4% | Reduced |
| ISAM Funds (UK) Ltd | 5,877 | $470.9K | 0.10% | −793−11.9% | Reduced |
| MBL Wealth, LLC | 5,880 | $471.1K | 0.05% | −126−2.1% | Reduced |
| Searle & Co. | 5,887 | $471.7K | 0.13% | 00.0% | Unchanged |
| FLC Capital Advisors | 5,890 | $471.9K | 0.10% | +2,925+98.7% | Added |
| Pioneer Trust Bank N A | 5,900 | $472.7K | 0.12% | 00.0% | Unchanged |
| Fruth Investment Management | 5,918 | $474.0K | 0.13% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 5,916 | $474.0K | 0.05% | −291−4.7% | Reduced |
| Stockman Wealth Management, Inc. | 5,932 | $475.3K | 0.06% | +1,788+43.1% | Added |
| Leo Wealth, LLC | 5,938 | $475.7K | 0.04% | +1,149+24.0% | Added |
| New Republic Capital, LLC | 5,945 | $476.3K | 0.17% | +347+6.2% | Added |
| Silverlake Wealth Management LLC | 5,945 | $476.4K | 0.14% | −79−1.3% | Reduced |
| First Citizens Financial Corp | 5,951 | $476.8K | 0.26% | −247−4.0% | Reduced |
| Fountainhead AM, LLC | 5,960 | $477.5K | 0.07% | +1,801+43.3% | Added |
| Stiles Financial Services Inc | 5,965 | $477.9K | 0.17% | +32+0.5% | Added |
| Allegheny Financial Group LTD | 5,980 | $479.1K | 0.11% | +32+0.5% | Added |
| WealthTrust Axiom LLC | 5,987 | $479.7K | 0.14% | +1,000+20.1% | Added |
| Campion Asset Management LLC | 5,997 | $480.5K | 0.36% | −408−6.4% | Reduced |
| Annex Advisory Services, LLC | 6,008 | $481.4K | 0.01% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 6,014 | $481.8K | 0.09% | +1,278+27.0% | Added |
| Colonial Trust Co | 6,027 | $482.9K | 0.07% | +16+0.3% | Added |