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 |
|---|---|---|---|---|---|
| Fort Sheridan Advisors LLC | 23,470 | $1.88M | 0.27% | −95−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 23,336 | $1.87M | 0.08% | −177−0.8% | Reduced |
| Citizens National Bank Trust Department | 23,117 | $1.85M | 0.37% | −100.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 23,017 | $1.84M | 0.12% | +144+0.6% | Added |
| JT Stratford LLC | 22,975 | $1.84M | 0.28% | +2,910+14.5% | Added |
| Fisher Asset Management, LLC | 22,960 | $1.84M | 0.00% | −5,619−19.7% | Reduced |
| Jump Financial, LLC | 22,904 | $1.84M | 0.02% | +2,615+12.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 22,848 | $1.83M | 0.02% | −40,053−63.7% | Reduced |
| Sweeney & Michel, LLC | 22,157 | $1.83M | 0.65% | −623−2.7% | Reduced |
| Hartford Funds Management Co LLC | 22,809 | $1.83M | 0.16% | +572+2.6% | Added |
| Mather Group, LLC. | 22,782 | $1.83M | 0.02% | −642−2.7% | Reduced |
| Rossmore Private Capital | 22,760 | $1.82M | 0.21% | +426+1.9% | Added |
| One Capital Management, LLC | 22,726 | $1.82M | 0.06% | −1,078−4.5% | Reduced |
| Glaxis Capital Management, LLC | 22,697 | $1.82M | 2.43% | +22,697 | New |
| Crux Wealth Advisors | 22,691 | $1.82M | 0.77% | +6,737+42.2% | Added |
| Holderness Investments Co | 22,690 | $1.82M | 0.39% | −861−3.7% | Reduced |
| Aspiriant, LLC | 22,650 | $1.81M | 0.06% | +769+3.5% | Added |
| SeaBridge Investment Advisors LLC | 22,640 | $1.81M | 0.34% | −8,502−27.3% | Reduced |
| Advanced Portfolio Management, LLC | 22,546 | $1.81M | 5.05% | +17,500+346.8% | Added |
| HBK Sorce Advisory LLC | 22,535 | $1.81M | 0.05% | −2,008−8.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 22,476 | $1.80M | 0.06% | +1,296+6.1% | Added |
| Welch Group, LLC | 22,467 | $1.80M | 0.08% | +1,006+4.7% | Added |
| Aaron Wealth Advisors | 22,417 | $1.80M | 0.18% | +1,794+8.7% | Added |
| Burke & Herbert Bank & Trust Co | 22,291 | $1.79M | 0.40% | −15−0.1% | Reduced |
| Collar Capital Management, LLC | 22,132 | $1.77M | 1.49% | +47+0.2% | Added |
| Westpac Banking Corp | 22,105 | $1.77M | 0.12% | −1,904−7.9% | Reduced |
| Dynasty Wealth Management, LLC | 21,908 | $1.76M | 0.03% | −2,985−12.0% | Reduced |
| Gilbert & Cook, Inc. | 21,848 | $1.75M | 0.24% | −2,380−9.8% | Reduced |
| Modera Wealth Management, LLC | 21,825 | $1.75M | 0.02% | +715+3.4% | Added |
| Davidson Trust Co | 21,821 | $1.75M | 0.81% | −407−1.8% | Reduced |
| Generali Investments, Management Co LLC | 21,797 | $1.74M | 0.39% | 00.0% | Unchanged |
| Pflug Koory, LLC | 21,691 | $1.74M | 0.88% | −50−0.2% | Reduced |
| Gibbs Wealth Management | 21,619 | $1.73M | 0.33% | +3,856+21.7% | Added |
| Louisbourg Investments Inc. | 28,844 | $1.73M | 0.41% | 00.0% | Unchanged |
| Country Club Bank | 21,681 | $1.72M | 0.11% | −135−0.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 21,473 | $1.72M | 0.10% | +16,802+359.7% | Added |
| Martin & Co Inc | 21,237 | $1.70M | 0.31% | −40.0% | Reduced |
| Sage Rhino Capital LLC | 21,215 | $1.70M | 0.36% | +1,696+8.7% | Added |
| LJI Wealth Management, LLC | 21,115 | $1.69M | 0.29% | +16+0.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 21,078 | $1.69M | 0.20% | +30.0% | Added |
| Everhart Financial Group, Inc. | 21,051 | $1.69M | 0.19% | +1,561+8.0% | Added |
| Pure Financial Advisors, Inc. | 20,993 | $1.68M | 0.03% | +786+3.9% | Added |
| Ransom Advisory, Ltd | 20,786 | $1.67M | 0.79% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 20,751 | $1.66M | 0.31% | +356+1.7% | Added |
| Credit Industriel Et Commercial | 20,661 | $1.66M | 0.26% | −5,950−22.4% | Reduced |
| Founders Financial Securities LLC | 20,632 | $1.65M | 0.13% | −8,345−28.8% | Reduced |
| Armis Advisers, LLC | 20,062 | $1.65M | 0.13% | +8,062+67.2% | Added |
| CX Institutional | 20,526 | $1.65M | 0.06% | +382+1.9% | Added |
| Sunbelt Securities, Inc. | 23,415 | $1.64M | 0.15% | +2,817+13.7% | Added |
| TRUE Private Wealth Advisors | 20,501 | $1.64M | 0.18% | +211+1.0% | Added |
| Sage Mountain Advisors LLC | 20,449 | $1.64M | 0.11% | +2,084+11.3% | Added |
| Point72 (DIFC) Ltd | 20,426 | $1.64M | 0.13% | +20,426 | New |
| Level Four Advisory Services, LLC | 20,383 | $1.63M | 0.06% | −542−2.6% | Reduced |
| Walleye Trading LLC | 20,382 | $1.63M | 0.04% | −56,804−73.6% | Reduced |
| Citadel Investment Advisory, Inc. | 20,341 | $1.63M | 0.79% | −700−3.3% | Reduced |
| Cetera Trust Company, N.A | 20,226 | $1.62M | 0.97% | −200−1.0% | Reduced |
| LS Investment Advisors, LLC | 20,213 | $1.62M | 0.24% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 20,142 | $1.61M | 0.68% | −253−1.2% | Reduced |
| Fulton Bank, N.A. | 20,132 | $1.61M | 0.06% | +1,594+8.6% | Added |
| First Financial Bank - Trust Division | 20,110 | $1.61M | 0.14% | −581−2.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 20,095 | $1.61M | 0.02% | −54−0.3% | Reduced |
| Harbor Advisors LLC | 20,000 | $1.60M | 0.26% | 00.0% | Unchanged |
| Leisure Capital Management | 19,981 | $1.60M | 0.60% | +9,145+84.4% | Added |
| Breakwater Capital Group | 19,975 | $1.60M | 0.26% | −60−0.3% | Reduced |
| Kennedy Investment Group | 19,859 | $1.59M | 0.68% | +611+3.2% | Added |
| PFG Investments, LLC | 19,688 | $1.58M | 0.09% | +1,622+9.0% | Added |
| Tealwood Asset Management Inc | 19,525 | $1.56M | 0.70% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 19,617 | $1.56M | 0.06% | +1,737+9.7% | Added |
| Hilltop Holdings Inc. | 19,459 | $1.56M | 0.10% | +520+2.7% | Added |
| Eaton Financial Holdings Company, LLC | 19,388 | $1.55M | 0.48% | +19,388 | New |
| Northwest & Ethical Investments L.P. | 19,447 | $1.55M | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 19,272 | $1.54M | 0.85% | −152−0.8% | Reduced |
| Washington Trust Bank | 19,265 | $1.54M | 0.13% | +529+2.8% | Added |
| Chicago Capital, LLC | 19,256 | $1.54M | 0.04% | +90.0% | Added |
| Caldwell Trust Co | 19,199 | $1.54M | 0.15% | −200−1.0% | Reduced |
| First Bank & Trust | 19,114 | $1.53M | 0.27% | −395−2.0% | Reduced |
| Wrapmanager Inc | 18,970 | $1.52M | 0.37% | −9,611−33.6% | Reduced |
| Courier Capital LLC | 18,947 | $1.52M | 0.09% | +19+0.1% | Added |
| Insigneo Advisory Services, LLC | 18,917 | $1.52M | 0.13% | +2,343+14.1% | Added |
| PMC FIG Opportunities LLC | 18,852 | $1.51M | 2.25% | +852+4.7% | Added |
| Investors Asset Management of Georgia Inc | 18,804 | $1.51M | 0.70% | +23+0.1% | Added |
| LexAurum Advisors, LLC | 18,799 | $1.51M | 0.24% | +70.0% | Added |
| IHT Wealth Management, LLC | 18,766 | $1.50M | 0.04% | +1,365+7.8% | Added |
| M.E. Allison & Co., Inc. | 18,752 | $1.50M | 1.21% | −633−3.3% | Reduced |
| Lazari Capital Management, Inc. | 18,740 | $1.50M | 0.57% | +494+2.7% | Added |
| First Dallas Securities Inc. | 18,680 | $1.50M | 0.59% | −598−3.1% | Reduced |
| William B. Walkup & Associates, Inc. | 18,637 | $1.49M | 0.88% | −30−0.2% | Reduced |
| Trust Co of Toledo NA | 18,514 | $1.48M | 0.16% | −995−5.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,471 | $1.48M | 0.66% | +37+0.2% | Added |
| Annandale Capital, LLC | 18,443 | $1.48M | 0.27% | +70.0% | Added |
| Main Street Research LLC | 18,382 | $1.47M | 0.09% | −500−2.6% | Reduced |
| MV Capital Management, Inc. | 18,358 | $1.47M | 0.15% | +47+0.3% | Added |
| Essex Financial Services, Inc. | 18,358 | $1.47M | 0.10% | +277+1.5% | Added |
| Capital Group Private Client Services, Inc. | 18,293 | $1.47M | 0.01% | −4,641−20.2% | Reduced |
| Excalibur Management Corp | 18,238 | $1.46M | 0.55% | −308−1.7% | Reduced |
| Accretive Wealth Partners, LLC | 18,194 | $1.46M | 0.48% | +12,764+235.1% | Added |
| Canandaigua National Bank & Trust Co | 18,179 | $1.46M | 0.13% | +10,056+123.8% | Added |
| Eclectic Associates Inc | 18,148 | $1.45M | 0.32% | +2,363+15.0% | Added |
| Sentry LLC | 18,137 | $1.45M | 0.29% | −278−1.5% | Reduced |
| Northern Oak Wealth Management Inc | 18,026 | $1.44M | 0.18% | +231+1.3% | Added |