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 |
|---|---|---|---|---|---|
| Lodestar Private Asset Management LLC | 14,806 | $1.19M | 0.14% | −5,797−28.1% | Reduced |
| Financial Engines Advisors L.L.C. | 14,793 | $1.19M | 0.00% | +815+5.8% | Added |
| Lafayette Investments, Inc. | 14,795 | $1.19M | 0.24% | −600−3.9% | Reduced |
| MTM Investment Management, LLC | 14,781 | $1.18M | 0.40% | +50.0% | Added |
| Sendero Wealth Management, LLC | 14,730 | $1.18M | 0.15% | −1,279−8.0% | Reduced |
| Principle Wealth Partners LLC | 14,720 | $1.18M | 0.07% | +40+0.3% | Added |
| Capital Markets Trading UK LLP | 14,667 | $1.18M | 1.33% | −17,389−54.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 14,646 | $1.17M | 0.15% | −1,782−10.8% | Reduced |
| Cornerstone Wealth Management, LLC | 14,642 | $1.17M | 0.07% | −843−5.4% | Reduced |
| South State Corp. | 14,632 | $1.17M | 0.05% | +1,190+8.9% | Added |
| Knollwood Investment Advisory, LLC | 14,587 | $1.17M | 0.11% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 14,585 | $1.17M | 0.03% | +1,808+14.2% | Added |
| Jupiter Wealth Management LLC | 15,000 | $1.17M | 0.59% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,557 | $1.17M | 0.16% | −128−0.9% | Reduced |
| Salem Investment Counselors Inc | 14,552 | $1.17M | 0.04% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 14,486 | $1.16M | 0.03% | −12,340−46.0% | Reduced |
| Becker Capital Management Inc | 14,447 | $1.16M | 0.04% | +1,869+14.9% | Added |
| Fragasso Group Inc. | 14,413 | $1.15M | 0.08% | +312+2.2% | Added |
| Cascade Investment Advisors, Inc. | 14,407 | $1.15M | 0.74% | −13−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,368 | $1.15M | 0.09% | +1,020+7.6% | Added |
| Sittner & Nelson, LLC | 14,362 | $1.15M | 0.46% | −299−2.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 14,338 | $1.15M | 0.08% | −3,296−18.7% | Reduced |
| North Star Asset Management Inc | 14,307 | $1.15M | 0.05% | +1,841+14.8% | Added |
| Hills Bank & Trust Co | 14,300 | $1.15M | 0.07% | +505+3.7% | Added |
| Personal Cfo Solutions, LLC | 14,263 | $1.14M | 0.21% | +2,312+19.3% | Added |
| Kanawha Capital Management LLC | 14,170 | $1.14M | 0.08% | +900+6.8% | Added |
| First National Bank Sioux Falls | 14,167 | $1.14M | 0.42% | +30+0.2% | Added |
| AlphaCore Capital LLC | 14,167 | $1.14M | 0.04% | +3,384+31.4% | Added |
| Cohen Capital Management, Inc. | 14,156 | $1.13M | 0.18% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 14,154 | $1.13M | 0.19% | +14,154 | New |
| Sherbrooke Park Advisers LLC | 14,145 | $1.13M | 0.49% | +6,826+93.3% | Added |
| Vertex Planning Partners, LLC | 14,144 | $1.13M | 0.24% | −62−0.4% | Reduced |
| Arista Wealth Management, LLC | 14,133 | $1.13M | 0.16% | +9,874+231.8% | Added |
| LifeSteps Financial, Inc. | 14,130 | $1.13M | 0.78% | +18+0.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,764 | $1.13M | 0.63% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 14,120 | $1.13M | 0.38% | +81+0.6% | Added |
| Inceptionr LLC | 14,115 | $1.13M | 0.26% | +14,115 | New |
| Telos Capital Management, Inc. | 14,105 | $1.13M | 0.12% | +789+5.9% | Added |
| Cyndeo Wealth Partners, LLC | 14,089 | $1.13M | 0.07% | +322+2.3% | Added |
| Coastal Bridge Advisors, LLC | 14,079 | $1.13M | 0.09% | +665+5.0% | Added |
| Scratch Capital LLC | 14,063 | $1.13M | 0.92% | −1,236−8.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 14,060 | $1.13M | 0.20% | −4,250−23.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 14,052 | $1.13M | 0.39% | +248+1.8% | Added |
| Pacific Center for Financial Services | 14,021 | $1.12M | 0.30% | −389−2.7% | Reduced |
| Cove Street Capital, LLC | 14,020 | $1.12M | 1.65% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 14,008 | $1.12M | 0.08% | +7,368+111.0% | Added |
| Ridgecrest Wealth Partners, LLC | 13,998 | $1.12M | 0.59% | −23−0.2% | Reduced |
| Invst, LLC | 13,968 | $1.12M | 0.14% | −123−0.9% | Reduced |
| Concord Wealth Partners | 13,945 | $1.12M | 0.16% | +1,126+8.8% | Added |
| Concord Asset Management, LLC | 13,945 | $1.12M | 0.17% | +1,190+9.3% | Added |
| Gradient Investments LLC | 13,926 | $1.12M | 0.02% | +88+0.6% | Added |
| Patton Albertson Miller Group, LLC | 13,912 | $1.11M | 0.15% | +119+0.9% | Added |
| Portfolio Design Labs, LLC | 13,901 | $1.11M | 0.22% | −15,361−52.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 13,863 | $1.11M | 0.47% | −3,590−20.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,846 | $1.11M | 0.03% | −73,078−84.1% | Reduced |
| Quent Capital, LLC | 13,845 | $1.11M | 0.11% | +805+6.2% | Added |
| Highline Wealth Partners LLC | 13,756 | $1.10M | 0.33% | −59−0.4% | Reduced |
| Carnegie Lake Advisors LLC | 13,741 | $1.10M | 0.44% | −847−5.8% | Reduced |
| BKD Wealth Advisors, LLC | 13,736 | $1.10M | 0.02% | +758+5.8% | Added |
| Cladis Investment Advisory, LLC | 13,726 | $1.10M | 0.69% | +10.0% | Added |
| Bragg Financial Advisors, Inc | 13,725 | $1.10M | 0.04% | +68+0.5% | Added |
| Neumann Capital Management, LLC | 13,622 | $1.09M | 0.34% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 13,591 | $1.09M | 0.09% | +15+0.1% | Added |
| CWA Asset Management Group, LLC | 13,582 | $1.09M | 0.05% | −44,465−76.6% | Reduced |
| Signal Advisors Wealth, LLC | 13,564 | $1.09M | 0.08% | +7,693+131.0% | Added |
| Empirical Asset Management, LLC | 13,543 | $1.09M | 0.34% | +104+0.8% | Added |
| Capital International Sarl | 13,525 | $1.08M | 0.02% | +642+5.0% | Added |
| Nations Financial Group Inc, | 13,520 | $1.08M | 0.07% | +203+1.5% | Added |
| Anchor Investment Management, LLC | 13,519 | $1.08M | 0.10% | −50.0% | Reduced |
| Boston Trust Walden Corp | 13,515 | $1.08M | 0.01% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 13,439 | $1.08M | 0.04% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 13,424 | $1.08M | 0.27% | −265−1.9% | Reduced |
| Segment Wealth Management, LLC | 13,392 | $1.07M | 0.07% | +235+1.8% | Added |
| Brooks, Moore & Associates, Inc. | 13,285 | $1.07M | 0.58% | −200−1.5% | Reduced |
| KG&L Capital Management,LLC | 15,432 | $1.07M | 0.32% | +5,205+50.9% | Added |
| Madison Asset Management, LLC | 13,295 | $1.07M | 0.01% | −4,408−24.9% | Reduced |
| Providence Capital Advisors, LLC | 13,295 | $1.07M | 0.20% | −1,066−7.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 13,285 | $1.06M | 0.43% | −881−6.2% | Reduced |
| C2C Wealth Management, LLC | 13,261 | $1.06M | 0.96% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 13,221 | $1.06M | 0.09% | +51+0.4% | Added |
| 1st Source Bank | 13,207 | $1.06M | 0.06% | +48+0.4% | Added |
| Summit X, LLC | 13,180 | $1.06M | 0.20% | +7,652+138.4% | Added |
| London & Capital Asset Management Ltd | 13,179 | $1.06M | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 13,170 | $1.06M | 0.04% | −4,505−25.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 13,140 | $1.05M | 0.05% | −2,722−17.2% | Reduced |
| Eastern Bank | 13,136 | $1.05M | 0.02% | −1,356−9.4% | Reduced |
| Boston Private Wealth LLC | 13,124 | $1.05M | 0.06% | +13,124 | New |
| Parkside Financial Bank & Trust | 13,114 | $1.05M | 0.11% | +791+6.4% | Added |
| Royal Capital Wealth Management, LLC | 13,094 | $1.05M | 0.70% | +21+0.2% | Added |
| Wimmer Associates 1, LLC | 13,064 | $1.05M | 0.54% | +250+2.0% | Added |
| Shakespeare Wealth Management, Inc. | 13,029 | $1.04M | 0.28% | +13+0.1% | Added |
| Csenge Advisory Group | 13,953 | $1.04M | 0.05% | +159+1.2% | Added |
| Sather Financial Group Inc | 13,007 | $1.04M | 0.06% | +3,556+37.6% | Added |
| Modern Wealth Management, LLC | 12,994 | $1.04M | 0.03% | +91+0.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 12,975 | $1.04M | 0.16% | +424+3.4% | Added |
| XML Financial, LLC | 12,971 | $1.04M | 0.09% | −3,388−20.7% | Reduced |
| Western Wealth Management, LLC | 12,952 | $1.04M | 0.06% | −823−6.0% | Reduced |
| Abel Hall, LLC | 12,938 | $1.04M | 0.48% | +1,802+16.2% | Added |
| Fiduciary Financial Group, LLC | 12,699 | $1.03M | 0.19% | +54+0.4% | Added |
| Manchester Capital Management LLC | 12,899 | $1.03M | 0.14% | +3,550+38.0% | Added |