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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 18,009 | $1.44M | 0.05% | +131+0.7% | Added |
| Barbara Oil Co. | 18,000 | $1.44M | 0.57% | 00.0% | Unchanged |
| First National Trust Co | 17,878 | $1.43M | 0.05% | −312−1.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 17,860 | $1.43M | 0.45% | +27+0.2% | Added |
| RIA Advisory Group LLC | 17,846 | $1.43M | 0.42% | +30.0% | Added |
| Keel Point, LLC | 17,820 | $1.43M | 0.09% | +3,677+26.0% | Added |
| Keystone Financial Services | 17,800 | $1.43M | 0.49% | +419+2.4% | Added |
| Mesirow Financial Investment Management, Inc. | 17,796 | $1.43M | 0.03% | −19,268−52.0% | Reduced |
| Jacobi Capital Management LLC | 17,766 | $1.42M | 0.09% | +182+1.0% | Added |
| Dakota Wealth Management | 17,712 | $1.42M | 0.03% | +483+2.8% | Added |
| Wharton Business Group, LLC | 17,695 | $1.42M | 0.06% | 00.0% | Unchanged |
| GAM Holding AG | 17,670 | $1.42M | 0.10% | +17,670 | New |
| Accredited Investors Inc. | 17,662 | $1.42M | 0.08% | +3,055+20.9% | Added |
| Affinity Investment Advisors, LLC | 17,644 | $1.41M | 1.07% | −1,374−7.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 17,637 | $1.41M | 0.12% | +76+0.4% | Added |
| Essex Savings Bank | 17,632 | $1.41M | 0.34% | −18−0.1% | Reduced |
| Hedges Asset Management LLC | 17,500 | $1.40M | 1.13% | −6,000−25.5% | Reduced |
| Garrison Point Advisors, LLC | 17,434 | $1.40M | 0.64% | −100−0.6% | Reduced |
| Harold Davidson & Associates Inc. | 17,421 | $1.40M | 0.90% | +17,421 | New |
| BBR Partners, LLC | 17,409 | $1.39M | 0.09% | −30−0.2% | Reduced |
| Belpointe Asset Management LLC | 17,390 | $1.39M | 0.06% | +5,621+47.8% | Added |
| StoneX Group Inc. | 17,357 | $1.39M | 0.07% | +3,410+24.4% | Added |
| Headlands Technologies LLC | 17,354 | $1.39M | 0.17% | −49,764−74.1% | Reduced |
| Delap Wealth Advisory, LLC | 17,337 | $1.39M | 0.67% | −825−4.5% | Reduced |
| Vivid Wealth Management, LLC | 17,243 | $1.38M | 0.61% | +133+0.8% | Added |
| Alta Advisers Ltd | 17,207 | $1.38M | 0.49% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 17,149 | $1.37M | 0.09% | +4,356+34.0% | Added |
| Severin Investments, LLC | 17,131 | $1.37M | 1.29% | −400−2.3% | Reduced |
| Potentia Wealth | 17,112 | $1.37M | 0.78% | 00.0% | Unchanged |
| Net Worth Advisory Group | 17,079 | $1.37M | 0.30% | +2,326+15.8% | Added |
| Heritage Trust Co | 17,043 | $1.37M | 0.16% | +2,287+15.5% | Added |
| Diligent Investors, LLC | 17,014 | $1.36M | 0.32% | −86−0.5% | Reduced |
| AMG National Trust Bank | 16,991 | $1.36M | 0.04% | +66+0.4% | Added |
| MASTERINVEST Kapitalanlage GmbH | 16,968 | $1.36M | 0.14% | +16,968 | New |
| Boltwood Capital Management | 16,950 | $1.36M | 0.39% | +50+0.3% | Added |
| Revisor Wealth Management LLC | 16,473 | $1.36M | 0.49% | +16,473 | New |
| Great Valley Advisor Group, Inc. | 16,909 | $1.36M | 0.03% | −550−3.2% | Reduced |
| Ancora Advisors, LLC | 16,904 | $1.35M | 0.03% | −620−3.5% | Reduced |
| Nicolet Bankshares Inc | 16,879 | $1.35M | 0.23% | −19−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,859 | $1.35M | 0.29% | +11,742+229.5% | Added |
| Busey Wealth Management | 16,850 | $1.35M | 0.04% | −166−1.0% | Reduced |
| Hilltop National Bank | 16,795 | $1.35M | 0.35% | +16,795 | New |
| Fiduciary Alliance LLC | 16,748 | $1.34M | 0.10% | −2,298−12.1% | Reduced |
| West Family Investments, Inc. | 16,721 | $1.34M | 0.35% | +6,390+61.9% | Added |
| Syverson Strege & Co | 16,714 | $1.34M | 0.32% | +13,786+470.8% | Added |
| Graypoint LLC | 16,707 | $1.34M | 0.08% | −997−5.6% | Reduced |
| Knuff & Co LLC | 16,692 | $1.34M | 0.42% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16,635 | $1.33M | 0.09% | +1,598+10.6% | Added |
| First City Capital Management, Inc. | 16,626 | $1.33M | 0.77% | −25−0.2% | Reduced |
| City National Bank of Florida | 16,612 | $1.33M | 0.97% | +3,960+31.3% | Added |
| Palisade Asset Management, LLC | 16,589 | $1.33M | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 16,566 | $1.33M | 0.08% | −2,311−12.2% | Reduced |
| Midwest Trust Co | 16,560 | $1.33M | 0.02% | +16,560 | New |
| Bridgewealth Advisory Group, LLC | 16,548 | $1.33M | 0.34% | +16,548 | New |
| Providence Wealth Advisors, LLC | 17,030 | $1.32M | 0.90% | +725+4.4% | Added |
| ICONIQ Capital, LLC | 16,431 | $1.32M | 0.02% | −1,138−6.5% | Reduced |
| Lebenthal Global Advisors, LLC | 16,425 | $1.32M | 0.25% | +1,135+7.4% | Added |
| Prudent Man Advisors, LLC | 16,370 | $1.31M | 0.42% | −2,328−12.5% | Reduced |
| Integrity Alliance, LLC. | 16,356 | $1.31M | 0.07% | −2,536−13.4% | Reduced |
| Cypress Wealth Services, LLC | 16,335 | $1.31M | 0.23% | −1,242−7.1% | Reduced |
| Capital Investment Advisory Services, LLC | 16,294 | $1.31M | 0.11% | +1,272+8.5% | Added |
| Kathmere Capital Management, LLC | 16,231 | $1.30M | 0.10% | +1,593+10.9% | Added |
| Campbell & CO Investment Adviser LLC | 16,166 | $1.30M | 0.08% | +1,607+11.0% | Added |
| Aster Capital Management (DIFC) Ltd | 16,120 | $1.29M | 0.29% | +16,120 | New |
| GeoWealth Management, LLC | 16,116 | $1.29M | 0.05% | −244−1.5% | Reduced |
| Alteri Wealth LLC | 16,014 | $1.28M | 0.50% | +3,575+28.7% | Added |
| Lipe & Dalton | 15,968 | $1.28M | 0.69% | 00.0% | Unchanged |
| Chicago Trust Co NA | 15,955 | $1.28M | 0.18% | +3,730+30.5% | Added |
| Gryphon Financial Partners LLC | 15,943 | $1.28M | 0.17% | +606+4.0% | Added |
| SageView Advisory Group, LLC | 15,288 | $1.27M | 0.05% | +547+3.7% | Added |
| BLB&B Advisors, LLC | 15,790 | $1.27M | 0.06% | −1,046−6.2% | Reduced |
| Beutel, Goodman & Co Ltd. | 15,765 | $1.26M | 0.01% | −750−4.5% | Reduced |
| LMCG Investments, LLC | 15,737 | $1.26M | 0.08% | −690−4.2% | Reduced |
| Change Path, LLC | 15,733 | $1.26M | 0.03% | +782+5.2% | Added |
| Boothbay Fund Management, LLC | 15,702 | $1.26M | 0.04% | −48,115−75.4% | Reduced |
| Lantz Financial LLC | 15,626 | $1.25M | 0.31% | +36+0.2% | Added |
| Continuum Advisory, LLC | 15,618 | $1.25M | 0.15% | −3,637−18.9% | Reduced |
| Ocean Capital Management, LLC | 15,576 | $1.25M | 0.27% | +1,217+8.5% | Added |
| Scott Marsh Financial, LLC | 15,576 | $1.25M | 0.46% | +15,576 | New |
| Douglass Winthrop Advisors, LLC | 15,400 | $1.23M | 0.02% | −107−0.7% | Reduced |
| Longfellow Investment Management Co LLC | 15,380 | $1.23M | 0.30% | 00.0% | Unchanged |
| Thomasville National Bank | 15,355 | $1.23M | 0.08% | +588+4.0% | Added |
| Quilter Plc | 15,323 | $1.23M | 0.02% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 15,295 | $1.23M | 0.81% | −72−0.5% | Reduced |
| North Star Investment Management Corp. | 15,253 | $1.22M | 0.09% | +30.0% | Added |
| Sawyer & Company, Inc | 14,755 | $1.22M | 0.44% | −1,251−7.8% | Reduced |
| Tranquilli Financial Advisor LLC | 15,204 | $1.22M | 0.75% | +586+4.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 15,195 | $1.22M | 0.00% | +2,961+24.2% | Added |
| Intrinsic Value Partners, LLC | 15,182 | $1.22M | 1.08% | −93−0.6% | Reduced |
| Hutner Capital Management Inc | 15,118 | $1.21M | 0.55% | +10.0% | Added |
| Plancorp, LLC | 15,101 | $1.21M | 0.04% | −248−1.6% | Reduced |
| Castle Rock Wealth Management, LLC | 14,873 | $1.20M | 0.28% | +25+0.2% | Added |
| Tyche Wealth Partners LLC | 15,008 | $1.20M | 0.24% | +1,529+11.3% | Added |
| Brucke Financial, Inc. | 14,991 | $1.20M | 0.83% | −97−0.6% | Reduced |
| Clarendon Private LLC | 14,972 | $1.20M | 1.15% | +1,703+12.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,937 | $1.20M | 0.05% | −137−0.9% | Reduced |
| Berger Financial Group, Inc | 14,901 | $1.19M | 0.08% | +2,502+20.2% | Added |
| Hexagon Capital Partners LLC | 14,900 | $1.19M | 0.27% | −535−3.5% | Reduced |
| WP Advisors, LLC | 14,850 | $1.19M | 0.33% | −48−0.3% | Reduced |
| Raleigh Capital Management Inc. | 14,817 | $1.19M | 0.50% | −133−0.9% | Reduced |