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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 30,171 | $2.42M | 0.06% | +1,422+4.9% | Added |
| Evergreen Capital Management LLC | 30,038 | $2.41M | 0.07% | +465+1.6% | Added |
| SPX Equities Gestao de Recursos Ltda | 30,000 | $2.40M | 0.23% | +30,000 | New |
| Snowden Capital Advisors LLC | 29,981 | $2.40M | 0.07% | +3,347+12.6% | Added |
| Pacifica Partners Inc. | 30,193 | $2.40M | 0.97% | +455+1.5% | Added |
| Triangle Securities Wealth Management | 29,899 | $2.40M | 0.59% | −4,708−13.6% | Reduced |
| Xcel Wealth Management, LLC | 29,875 | $2.39M | 0.68% | +306+1.0% | Added |
| YHB Investment Advisors, Inc. | 29,839 | $2.39M | 0.18% | −2,153−6.7% | Reduced |
| Coppell Advisory Solutions LLC | 30,068 | $2.39M | 0.29% | −5,603−15.7% | Reduced |
| Cary Street Partners Financial LLC | 29,768 | $2.39M | 0.07% | +16,239+120.0% | Added |
| Roxbury Financial LLC | 29,727 | $2.38M | 2.32% | −249−0.8% | Reduced |
| Shelton Wealth Management, LLC | 29,675 | $2.38M | 1.20% | +21+0.1% | Added |
| Laurion Capital Management LP | 29,660 | $2.38M | 0.27% | +29,660 | New |
| Tradition Wealth Management, LLC | 29,611 | $2.37M | 0.19% | −809−2.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,610 | $2.37M | 0.05% | +799+2.8% | Added |
| Neville Rodie & Shaw Inc | 29,602 | $2.37M | 0.18% | −3,821−11.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 29,539 | $2.37M | 0.17% | +22,176+301.2% | Added |
| Lawson Kroeker Investment Management Inc | 29,445 | $2.36M | 0.44% | +1,771+6.4% | Added |
| Massmutual Trust Co FSB | 29,263 | $2.34M | 0.06% | +462+1.6% | Added |
| Carret Asset Management, LLC | 29,112 | $2.33M | 0.25% | −610−2.1% | Reduced |
| Argent Advisors, Inc. | 28,949 | $2.32M | 0.72% | +316+1.1% | Added |
| Diversify Wealth Management, LLC | 29,154 | $2.32M | 0.14% | −524−1.8% | Reduced |
| Private Wealth Asset Management, LLC | 28,886 | $2.31M | 0.31% | −2,626−8.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 28,810 | $2.31M | 0.07% | +270+0.9% | Added |
| Sit Investment Associates Inc | 28,700 | $2.30M | 0.05% | +28,700 | New |
| Rothschild Investment LLC | 28,666 | $2.30M | 0.14% | −33−0.1% | Reduced |
| Round Hill Asset Management | 28,442 | $2.28M | 1.54% | −555−1.9% | Reduced |
| First Citizens Bank & Trust Co | 28,257 | $2.26M | 0.04% | −8,375−22.9% | Reduced |
| Mystic Asset Management, Inc. | 28,235 | $2.26M | 0.55% | +215+0.8% | Added |
| N.E.W. Advisory Services LLC | 28,181 | $2.26M | 0.22% | −1,655−5.5% | Reduced |
| London Co of Virginia | 28,141 | $2.25M | 0.01% | −164−0.6% | Reduced |
| Potomac Fund Management Inc | 28,146 | $2.25M | 0.13% | −404−1.4% | Reduced |
| Arete Wealth Advisors, LLC | 28,031 | $2.25M | 0.16% | −13,019−31.7% | Reduced |
| Blue Capital, Inc. | 28,003 | $2.24M | 1.59% | +28,003 | New |
| Peak Asset Management, LLC | 27,909 | $2.24M | 0.41% | +196+0.7% | Added |
| Mach-1 Financial Group, Inc. | 27,842 | $2.23M | 0.65% | −14,997−35.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 27,626 | $2.21M | 1.00% | −40,678−59.6% | Reduced |
| Equitable Trust Co | 27,586 | $2.21M | 0.11% | +1,719+6.6% | Added |
| Wright Investors Service Inc | 27,526 | $2.21M | 0.67% | +8,045+41.3% | Added |
| Islay Capital Management, LLC | 27,395 | $2.19M | 1.41% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 27,339 | $2.19M | 0.64% | +686+2.6% | Added |
| Private Trust Co NA | 27,284 | $2.19M | 0.21% | +916+3.5% | Added |
| Guerra Advisors Inc | 26,845 | $2.15M | 1.02% | +4,534+20.3% | Added |
| Diversified Trust Co | 26,779 | $2.15M | 0.05% | −7,808−22.6% | Reduced |
| Dynamic Advisor Solutions LLC | 26,685 | $2.14M | 0.07% | −4,690−14.9% | Reduced |
| Legacy Financial Advisors, Inc. | 26,680 | $2.14M | 0.33% | +8,376+45.8% | Added |
| Whittier Trust Co of Nevada Inc | 26,655 | $2.14M | 0.05% | −150−0.6% | Reduced |
| Highland Capital Management, LLC | 26,586 | $2.13M | 0.12% | −1,015−3.7% | Reduced |
| Arkadios Wealth Advisors | 26,399 | $2.12M | 0.06% | +1,676+6.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 26,168 | $2.10M | 0.10% | −38,361−59.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 26,067 | $2.09M | 0.16% | +3,136+13.7% | Added |
| Conning Inc. | 26,054 | $2.09M | 0.07% | −849−3.2% | Reduced |
| Archford Capital Strategies, LLC | 25,992 | $2.08M | 0.27% | +7,361+39.5% | Added |
| Everett Harris & Co | 25,921 | $2.08M | 0.03% | −1,600−5.8% | Reduced |
| Pictet Bank & Trust Ltd | 25,918 | $2.08M | 2.43% | +264+1.0% | Added |
| CWC Advisors, LLC. | 25,886 | $2.07M | 1.07% | +692+2.7% | Added |
| Silvercrest Asset Management Group LLC | 25,771 | $2.06M | 0.01% | +1,115+4.5% | Added |
| Howard Capital Management Inc. | 25,768 | $2.06M | 0.03% | +2,928+12.8% | Added |
| Syon Capital LLC | 25,711 | $2.06M | 0.14% | +3,212+14.3% | Added |
| Drive Wealth Management, LLC | 25,516 | $2.04M | 0.45% | −125−0.5% | Reduced |
| Diversify Advisory Services, LLC | 25,718 | $2.04M | 0.08% | +8,714+51.2% | Added |
| Adviser Investments LLC | 25,431 | $2.04M | 0.03% | +6,869+37.0% | Added |
| Trinity Financial Advisors LLC | 25,384 | $2.03M | 0.62% | −94−0.4% | Reduced |
| Resources Management Corp | 25,303 | $2.03M | 0.28% | −687−2.6% | Reduced |
| Chemistry Wealth Management LLC | 25,049 | $2.01M | 0.43% | −148−0.6% | Reduced |
| Strategic Planning Group, LLC | 25,017 | $2.00M | 0.33% | +21,981+724.0% | Added |
| CMT Capital Markets Trading GmbH | 25,000 | $2.00M | 0.96% | +14,250+132.6% | Added |
| Nicholas Hoffman & Company, LLC. | 24,987 | $2.00M | 0.05% | +452+1.8% | Added |
| Premier Path Wealth Partners, LLC | 24,959 | $2.00M | 0.28% | +1,593+6.8% | Added |
| Jeppson Wealth Management, LLC | 24,910 | $2.00M | 0.69% | −70−0.3% | Reduced |
| West Branch Capital LLC | 24,899 | $1.99M | 0.59% | +2,808+12.7% | Added |
| Pinnacle Bancorp, Inc. | 24,869 | $1.99M | 0.61% | −837−3.3% | Reduced |
| BLI - Banque de Luxembourg Investments | 25,000 | $1.99M | 0.06% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 24,708 | $1.98M | 0.06% | +6,596+36.4% | Added |
| Carnegie Capital Asset Management, LLC | 24,689 | $1.98M | 0.04% | −4,255−14.7% | Reduced |
| Laurel Wealth Advisors LLC | 24,635 | $1.97M | 0.30% | +300+1.2% | Added |
| Soltis Investment Advisors LLC | 24,599 | $1.97M | 0.15% | +459+1.9% | Added |
| Smartleaf Asset Management LLC | 24,695 | $1.96M | 0.17% | −3,467−12.3% | Reduced |
| Cito Capital Group, LLC | 24,503 | $1.96M | 0.68% | +3,000+14.0% | Added |
| LOM Asset Management Ltd | 24,495 | $1.96M | 0.66% | +24,495 | New |
| NBC Securities, Inc. | 24,422 | $1.96M | 0.16% | +631+2.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 24,370 | $1.95M | 0.35% | −92,189−79.1% | Reduced |
| Meridian Investment Counsel Inc. | 24,295 | $1.95M | 0.53% | 00.0% | Unchanged |
| Cadinha & Co LLC | 24,184 | $1.94M | 0.32% | +30+0.1% | Added |
| Mutual Advisors, LLC | 22,940 | $1.93M | 0.05% | +316+1.4% | Added |
| National Philanthropic Trust | 24,125 | $1.93M | 0.03% | +44+0.2% | Added |
| Insight Advisors, LLC | 24,098 | $1.93M | 0.31% | +25+0.1% | Added |
| Vista Investment Management | 23,998 | $1.92M | 0.71% | −267−1.1% | Reduced |
| Meridian Wealth Management, LLC | 23,962 | $1.92M | 0.08% | +4,986+26.3% | Added |
| Leavell Investment Management, Inc. | 23,932 | $1.92M | 0.09% | +2,200+10.1% | Added |
| Aventura Private Wealth, LLC | 23,898 | $1.91M | 0.83% | −640−2.6% | Reduced |
| FOCUS Wealth Advisors, LLC | 23,877 | $1.91M | 0.99% | +352+1.5% | Added |
| Kestra Investment Management, LLC | 24,725 | $1.91M | 0.03% | +16,545+202.3% | Added |
| OneAscent Financial Services LLC | 23,605 | $1.91M | 0.14% | −26,269−52.7% | Reduced |
| Abn Amro Investment Solutions | 23,730 | $1.90M | 0.04% | +23,730 | New |
| First Horizon Advisors, Inc. | 23,715 | $1.90M | 0.05% | −665−2.7% | Reduced |
| Fiduciary Group LLC | 23,694 | $1.90M | 0.18% | +20.0% | Added |
| Aviso Wealth Management | 23,524 | $1.88M | 0.88% | −589−2.4% | Reduced |
| Integrated Advisors Network LLC | 23,496 | $1.88M | 0.09% | +59+0.3% | Added |
| Independent Financial Group, LLC | 23,480 | $1.88M | 0.05% | −3,263−12.2% | Reduced |